Assessment is increasingly integral to building, managing, and justifying library collections. Unfortunately, assessment can also be a daunting undertaking. And though every institution is unique, as this manual demonstrates, there’s no need to reinvent the wheel. Spanning both concept and practice, Kelly offers a holistic assessment framework suitable to a variety of collections and contexts. With a structure that makes it applicable as both a training tool for practicing librarians and a useful course text for library students, this manual

• introduces foundational assessment methodologies then provides concrete guidance on how to contextualize those methodologies within a holistic collections assessment program;


• covers topics such as assessment goals, assessment stakeholders, selecting data and methodologies, working through project constraints, and project planning;


• includes sample assessment program structures and other useful templates;


• provides step-by-step instructions for more than a dozen specific methodologies, describing which aspect of the collection is being measured, what goals the methodology can address, technological requirements, recommended visualizations, and other helpful pointers; and


• shares best practices for communicating effectively with internal and external stakeholders about assessment projects, with sample communication plans that can be easily adapted.

List of Figures 
Acknowledgments
Introduction: How to Use this Book

Part I: Planning a Collections Assessment Program

1. Holistic Collections Assessment
Process Improvements
Assessment Outcomes
Organizational Benefits
Further Reading
References

2. Assessment Goals
How to Set Goals
Examples: Goals
Putting Goals, Questions, And Actions Together

3. Assessment Stakeholders
How to Identify Stakeholders
Working with Stakeholders
The Engagement Time Line
Examples: Collaboration Time Lines
Further Reading

4. Selecting Data and Methods
Choosing Your Framework
The Universe Of Data
Mapping Your Goals to the Data
Methods
Achieving Balance
Pursuing Inclusion
Achieving Sustainability
Assessment Tools
References

5. Project Planning
Anticipating Challenges
Developing a Formal Project Plan
Incorporating Assessment into the Workload
Example of a Project Plan
Further Reading

6. Communication Best Practices
Ongoing Communication
Communicating Your Results
Data Visualization
Sample Communication Plans
References

7. Special Considerations
Sampling
Structuring Data
Basic Data Cleaning
Merging Data
Pivot Tables
Data Validity
Interdisciplinary Assessments
Outcomes Assessment
User Privacy
Further Reading
Reference

Part II: Metrics and Methods

8. Putting the Pieces Together: How to Use Part II

Collections
9. Inventory
10. Reputable Bibliographies
11. Modified Brief Test
12. Uniqueness
13. Peer Benchmarking
14. E-Resource Environmental Scan

Users
15. Patron Demographic Mapping
16. User Surveys
17. Interviews
18. Focus Groups
19. Persona Exercises

Usage
20. Circulation Analysis
21. Physical Item Return on Investment 
22. Interlibrary Loan Analysis
23. E-Resource Use Analysis
24. Turnaway Analysis

Citations
25. Citation Analysis
26. Constituent Publishing Outlets
27. Bibliometric Analysis
28. Altmetric Analysis

Part III: Appendixes

Appendix A: Assessment Planning Templates
Appendix B: Software to Support Assessment
Appendix C: Sample Collections Assessment Portfolios

Index