Tableau Unleashed: Visualizing Library Data

Transcription

1 Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library Rachel Lewellen, Assessment Librarian, UMass Amherst Libraries Sarah Murphy, Coordinator of Assessment, The Ohio State University Libraries Library Assessment Conference Building Effective, Sustainable, Practical Assessment August 4, 2014

2 Tableau Supports Library Assessment Integrate querying, exploring, and visualization of data into a single process; Produce flexible, in-depth, multi-dimensional, and interactive displays; Access and drill-down into data directly, minimizing data silos while saving employee time; and Transition from static to dynamic reporting

3 Questions Guiding Our Discussion Discuss how your library has incorporated Tableau into its assessment program. What impact has Tableau had on your ability to make sense of large data sets, make data accessible, and improve stakeholder communications? Where does Tableau fit in your library s data strategy?

4 UNIVERSITY LIBRARIES 7

5 UNIVERSITY LIBRARIES 8

6 UNIVERSITY LIBRARIES 9

7 UNIVERSITY LIBRARIES Blends data from LibAnswers and previous incarnations of the OSU Libraries Ask Database Over 200,000 rows May post a data set with up to 1 million rows on Tableau Public 10

8 UNIVERSITY LIBRARIES 18

9 UNIVERSITY LIBRARIES 19

10 UNIVERSITY LIBRARIES 20

11 UNIVERSITY LIBRARIES ILLIAD(AllBorrowing)

12 UNIVERSITY LIBRARIES ILLIAD(AllBorrowing)

13 UNIVERSITY LIBRARIES ILLIAD(AllBorrowing)

14 UNIVERSITY LIBRARIES ILLIAD(AllBorrowing)

15 UNIVERSITY LIBRARIES ILLIAD(AllBorrowing)

16 UNIVERSITY LIBRARIES ILLIAD(AllBorrowing)2010- Data blended from ILLIAD, Sierra, and other sources Librarians assigned to user department User department not a good surrogate for interdisciplinary research areas 26

17 UNIVERSITY LIBRARIES ILLIAD(AllBorrowingLanguages)

18 UNIVERSITY LIBRARIES ILLIAD(AllBorrowingLanguages)

19 Tableau at UMass Amherst Rachel Lewellen Assessment Librarian August 4, 2014 UMass Amherst Libraries

20 Guiding Questions Tableau is a major component of our assessment program Increase our capacity to use library data Analyze and communicate data Support decision making Practical department level decisions Broad collection, service, and facilities implications Demonstrate fiscal accountability and budgetary needs 35

21 Selector Dashboard 36

22 Non Circulating Items with Duplication Status 37

23 LC Class, FY

24 School and College Total - FY

25 School and College Total with Circ FY

26 Order Group Total FY

27 EBL Dashboard by Library 42

28 EBL Use Summary Dashboard 43

29 EBL Trigger Purchase Scenarios 44

30 Spreadsheet Compared to Visual Display 45

31 Tableau at UBC Library Drilling into the data Jeremy Buhler Assessment Librarian August 4, 2014

32 An effective dashboard answers a specific question. An effective dashboard leads to more and better informed questions. Tableau makes it easier to respond.

33 Example #1 How is the circulation workload distributed across UBC Library branches?

34

35 2013/14 circulation: % activity by month 24% of annual total 38% 10% Summer

36 2013/14 circulation: % activity by hour 16% of daily total 10% 6-10pm

37 2013/14 circulation: % activity by hour Discharging items later in the day to improve workload balance

38 Example #2 What do LibQUAL results tell us about respondents priorities?

39 LibQUAL: visualizing results LibQUAL service levels desired perceived minimum orange band is the range between minimum (6.8) and desired (8.2) service levels blue dot shows perception of the service UBC Library provides

40 LibQUAL: performance by service area

41 LibQUAL: change across user groups Collections and access priorities The printed library materials I need for my work

42 LibQUAL: change over time The printed library materials I need for my work Health Sciences Humanities Science/Math Social Sciences

43 Recommended reading Few, Stephen. Information dashboard design: The effective visual communication of data. O Reilly, 2006.