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Evaluating E-Reference: An Evidence Based Approach Elaine Lasda Bergman and Irina I. Holden University at Albany Presentation for Reference Renaissance Denver, CO August 10, 2010
Overview What is Evidence Based Librarianship? Methods  What constitutes “evidence?” Systematic reviews and analyses Systematic Review Process Research question Database Search Article Review Critical Appraisal Synthesize, analyze, discuss
Overview Results of our review Methods of determining user satisfaction Comparison of variables Range of results Conclusions, lessons learned About evidence based librarianship About research quality About user satisfaction with electronic reference
What is Evidence Based Librarianship? ,[object Object]
“The Retrieval of rigorous and reliable evidence to inform… decision making” (Booth and Brice, ix)
What is Evidence Based Librarianship (EBL)? History  Gained traction in Medical fields in 1990’s and spread to social sciences after that Medical librarians were the first to bring this approach to LIS research Increasingly used in social sciences and information/library science Sources: Booth and Brice, ix.
Don’t we ALREADY use “evidence”? Evidence is “out there, somewhere”  Disparate locations: many different journals, many different researchers Evidence is not summarized, readily available and synthesized No formal, systematized, concerted effort to quantify and understand if there is a pattern or just our general sense of things
	Heirarchy of “Evidence” Source: http://ebp.lib.uic.edu/applied_health/?q=node/12
Systematic Reviews vs. Literature Reviews
Systematic Reviews: When Are They Useful? Too much information in disparate sources Too little information, hard to find all of the research Help achieve consensus on debatable issues Plan for new research Provide teaching/learning materials
Process of Systematic Review ,[object Object]
Database Search
Review Results
Critical Appraisal
Analysis,[object Object]
Our Research Questions 1. 	What is the level of satisfaction of patrons who utilize digital reference?  2. 	What are the measures researchers use to quantify user satisfaction and how do they compare?
Database Search LISTA (EBSCO platform): 123 articles retrieved LISA (CSA platform): 209 articles retrieved ERIC: no unique studies retrieved
Working with Results 279 Results after de-duplication  Only format retrieved: journal articles Abstracts were reviewed applying inclusion and exclusion criteria
Inclusion/Exclusion Criteria Should be pre-determined at the beginning of the study Minimizes bias  Allows outside verification of why studies were included/excluded
Sample Inclusion/Exclusion Criteria 		Inclusion Peer reviewed journals Articles comparing e-reference with face-to-face reference Articles on academic, public and special libraries Articles on e-mail, IM, and “chat” reference 		Exclusion Articles describing how to implement digital reference programs Articles discussing quantitative or demographic data only Reviews, editorials and commentary Non-English articles
Working with Results 93 articles were selected based on inclusion/exclusion criteria Full text was obtained and read by both authors independently to determine if at least one variable pertaining to user satisfaction was present; then the results were compared
Results of Full Text Review
Critical Appraisal Tools QUOROM (The Lancet, 1999, vol. 354, 1896-1900) Downs-Black scale (“Checklist for study quality”) CriSTAL (Critical Skills Training in Appraisal for Librarians (Andrew Booth)
Glynn’s Critical Appraisal Tool Population Data collection Study design Results
Critical Appraisal Process 24 articles were subjected to critical appraisal  Each question from Glynn’s tool was answered (either yes, no, unclear or N/A) and the results were calculated 12 research papers selected and subjected to the systematic review
Analysis (Findings of Review) Settings and general characteristics: Multiple instruments in a single article 9 unique journals US based Methods and timing of data collection 7 paper surveys 3 pop up surveys 3 transcript analysis
Similar Variables in Surveys “Willingness to return” 11 surveys of all instruments (Nilsen) Staff person vs service “Have you used it before?” Ranged from 30%-69% (email) Positivity of experience 7 point, 4 point, 3 point scales 65% - 98.2% (email, small group) 14-417 respondents Staff quality 7 point, 4 point, 3 point scales 68% - 92.8% (14 respondents)
Analysis Other questions in obtrusive studies “Were you satisfied?”   “Would you recommend to a colleague?”  each only asked in only 1 of the studies
Analysis:  Reason for variation: Nature of questions asked is contingent on context in which satisfaction was measured  [correlate to guidelines, librarian behaviors, reference interviews, etc.]
Unobtrusive studies: Transcript Analysis 2 Basic Methods: Transcript analysis by person asking the question (proxy patron) (Schachaf and Horowitz, 2008, Sugimoto, 2008).  75% “complete”, 68% “mostly incomplete” Transcripts independently assessed for quality and coded (Marsteller and Mizzy, 2003, Schachaf and Horowitz, 2008) 3 point scale,  “+ or –” scale 2.24 out of 3 (level of quality); 5 negatives/200 transactions Research question: Efficacy of third party assessors vs. user surveys

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Evaluating e reference

  • 1. Evaluating E-Reference: An Evidence Based Approach Elaine Lasda Bergman and Irina I. Holden University at Albany Presentation for Reference Renaissance Denver, CO August 10, 2010
  • 2. Overview What is Evidence Based Librarianship? Methods What constitutes “evidence?” Systematic reviews and analyses Systematic Review Process Research question Database Search Article Review Critical Appraisal Synthesize, analyze, discuss
  • 3. Overview Results of our review Methods of determining user satisfaction Comparison of variables Range of results Conclusions, lessons learned About evidence based librarianship About research quality About user satisfaction with electronic reference
  • 4.
  • 5. “The Retrieval of rigorous and reliable evidence to inform… decision making” (Booth and Brice, ix)
  • 6. What is Evidence Based Librarianship (EBL)? History Gained traction in Medical fields in 1990’s and spread to social sciences after that Medical librarians were the first to bring this approach to LIS research Increasingly used in social sciences and information/library science Sources: Booth and Brice, ix.
  • 7. Don’t we ALREADY use “evidence”? Evidence is “out there, somewhere” Disparate locations: many different journals, many different researchers Evidence is not summarized, readily available and synthesized No formal, systematized, concerted effort to quantify and understand if there is a pattern or just our general sense of things
  • 8. Heirarchy of “Evidence” Source: http://ebp.lib.uic.edu/applied_health/?q=node/12
  • 9. Systematic Reviews vs. Literature Reviews
  • 10. Systematic Reviews: When Are They Useful? Too much information in disparate sources Too little information, hard to find all of the research Help achieve consensus on debatable issues Plan for new research Provide teaching/learning materials
  • 11.
  • 15.
  • 16. Our Research Questions 1. What is the level of satisfaction of patrons who utilize digital reference? 2. What are the measures researchers use to quantify user satisfaction and how do they compare?
  • 17. Database Search LISTA (EBSCO platform): 123 articles retrieved LISA (CSA platform): 209 articles retrieved ERIC: no unique studies retrieved
  • 18. Working with Results 279 Results after de-duplication Only format retrieved: journal articles Abstracts were reviewed applying inclusion and exclusion criteria
  • 19. Inclusion/Exclusion Criteria Should be pre-determined at the beginning of the study Minimizes bias Allows outside verification of why studies were included/excluded
  • 20. Sample Inclusion/Exclusion Criteria Inclusion Peer reviewed journals Articles comparing e-reference with face-to-face reference Articles on academic, public and special libraries Articles on e-mail, IM, and “chat” reference Exclusion Articles describing how to implement digital reference programs Articles discussing quantitative or demographic data only Reviews, editorials and commentary Non-English articles
  • 21. Working with Results 93 articles were selected based on inclusion/exclusion criteria Full text was obtained and read by both authors independently to determine if at least one variable pertaining to user satisfaction was present; then the results were compared
  • 22. Results of Full Text Review
  • 23. Critical Appraisal Tools QUOROM (The Lancet, 1999, vol. 354, 1896-1900) Downs-Black scale (“Checklist for study quality”) CriSTAL (Critical Skills Training in Appraisal for Librarians (Andrew Booth)
  • 24. Glynn’s Critical Appraisal Tool Population Data collection Study design Results
  • 25. Critical Appraisal Process 24 articles were subjected to critical appraisal Each question from Glynn’s tool was answered (either yes, no, unclear or N/A) and the results were calculated 12 research papers selected and subjected to the systematic review
  • 26. Analysis (Findings of Review) Settings and general characteristics: Multiple instruments in a single article 9 unique journals US based Methods and timing of data collection 7 paper surveys 3 pop up surveys 3 transcript analysis
  • 27. Similar Variables in Surveys “Willingness to return” 11 surveys of all instruments (Nilsen) Staff person vs service “Have you used it before?” Ranged from 30%-69% (email) Positivity of experience 7 point, 4 point, 3 point scales 65% - 98.2% (email, small group) 14-417 respondents Staff quality 7 point, 4 point, 3 point scales 68% - 92.8% (14 respondents)
  • 28. Analysis Other questions in obtrusive studies “Were you satisfied?” “Would you recommend to a colleague?” each only asked in only 1 of the studies
  • 29. Analysis: Reason for variation: Nature of questions asked is contingent on context in which satisfaction was measured [correlate to guidelines, librarian behaviors, reference interviews, etc.]
  • 30. Unobtrusive studies: Transcript Analysis 2 Basic Methods: Transcript analysis by person asking the question (proxy patron) (Schachaf and Horowitz, 2008, Sugimoto, 2008). 75% “complete”, 68% “mostly incomplete” Transcripts independently assessed for quality and coded (Marsteller and Mizzy, 2003, Schachaf and Horowitz, 2008) 3 point scale, “+ or –” scale 2.24 out of 3 (level of quality); 5 negatives/200 transactions Research question: Efficacy of third party assessors vs. user surveys
  • 31. Lessons Learned Lessons about user satisfaction with electronic reference: Overall pattern of users being satisfied, regardless of methodology or questions asked Measurement of user satisfaction is contingent upon context Researchers most often try to connect user satisfaction to another variable, satisfaction the sole focus of only one article
  • 32. Lessons Learned Lessons about library research Extensive amount of qualitative research makes performing systematic reviews challenging Inconsistency of methodologies used in original research makes the systematic review challenging, meta-analysis is more often than not impossible Common pitfalls in LIS research that affect the quality of the published article
  • 33. Lessons Learned Benefits of undertaking a systematic review: Sharpens literature searching skills: benefits for both librarians and their patrons who need this kind of research Researcher gains the ability to critically appraise research The practice of librarianship is strengthened by basing decisions on a methodological assessment of evidence
  • 34. Systematic Reviews and EBL:Impact on the Profession Formal gathering and synthesis of evidence may: Affirm our intuitive sense about the patterns in current research Refine, clarify and enhance a more robust understanding of a current problem in librarianship May, on occasion, provide surprising results!
  • 35. Questions?http://www.slideshare.net/librarian68 Elaine M. Lasda Bergman ebergman@uamail.albany.edu Irina I. Holden iholden@uamail.albany.edu

Notes de l'éditeur

  1. Important to determine at the beginning of the studies to provide some organized structure for future work. It helps to minimize the bias for inclusion of some articles; it can be verifiable by the readers who would like to make sure that the authors did adhere to the selected criteria. There’s also something that is called “publication bias”; it means that often the studies with the positive results get to be published more often that the studies with the negative results or often such studies are published in the journals that are of a least importance and not indexed properly in major databases.
  2. In our example we knew right away that we would like to stay clear off the articles that talked about implementation of the electronic reference or establishing such service. We wanted to avoid reviews or book reviews as they were not original studies. Some articles examined the demographic parameters of their users – for example how many female vs. male patrons used the IM services or what was their age, etc. We felt as though it is not important to the main idea of our study of user satisfaction. We also knew that we won’t be able to read raticles in non-English language, so those were excluded as well.With the inclusion criteria we tried to come up with some clear parameters that helped us to identify the initial group of articles to examine. It helped a lot, in fact.
  3. For this part of the process the tool was needed. Different researchers approach this in different ways: some look for existing tools, some came up with their own questions that better suit their topics.
  4. Each of the four sections contains from 5 to 8 questions. For example, the population section questions whether the study population is representative of all the users, actual and eligible, whether inclusion/exclusion criteria definitely outlined, sample size, whether the population choice is bias-free, etc. Answering these questions can be difficult – we spent a lot of time doing it first on our own and then together, discussing the articles over and over.