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Marie R. Kennedy
                                       Loyola Marymount University

                  This presentation reports on the results of an international collaborative project
                  with 100 libraries to benchmark the marketing of electronic resources. I will
                  describe the impetus for the project, the project planning, the execution and
                  results of this effort. The talk will highlight the collaborative aspect of the project.

                                    Presented at the annual conference of Electronic Resources & Libraries, Austin TX 2012


Tuesday, April 10, 2012                                                                                                      1
INTRODUCTION




Tuesday, April 10, 2012                  2
http://www.flickr.com/photos/pasukaru76/5964727769




                          NO WHEEL.
Tuesday, April 10, 2012                                                           3
What’s
                          marketing?



Tuesday, April 10, 2012                4
Lindsay, A.R. (2004), Marketing and Public Relations Practices in College Libraries, CLIP Note, ALA, Chicago, IL.




                                                                                                       http://orgmonkey.net/?p=1136
Tuesday, April 10, 2012                                                                                                               5
Dubicki, E.I. (Ed.)(2008), Marketing and Promoting Electronic Resources: Creating the E-Buzz!




Tuesday, April 10, 2012                                                                             6
academic staff as collection developers; collaboration; collection
      policy; faculty/professionals as marketing tools; phone call/office
      visit; students as marketing tools; surveys; word of mouth;
      Blackboard; branding; email (external); email (internal); feedback
      forum; home/office; mascot; online social network; screen saver;
      usage statistics; Web page, customized; banners/posters;
      bookmarks; calendar; flyers/brochures; giveaways; incentives;
      newsletter; newspaper alert; pins; postcards/letters/direct mail;
      FAQ; native language education; patron training (group); patron
      training (individual); slide show/demonstrations; staff training
      (group); staff training (individual); use guide




Tuesday, April 10, 2012                                                    7
‣   Kennedy, Marie R. 2010. “What Are We Really Doing to Market
        Electronic Resources?” Paper presented at the annual conference
        of Electronic Resources and Libraries. Austin, TX.

    ‣   Kennedy, Marie R. 2011. “What Are We Really Doing to Market
        Electronic Resources?” Library Management 32(3): 144-158.




Tuesday, April 10, 2012                                                   8
Tuesday, April 10, 2012   9
‣   Kennedy, Marie R. 2010. “Cycling Through: Paths Libraries Take to
        Marketing Electronic Resources.” Paper presented at the Library
        Assessment Conference. Baltimore, MD [included in conference
        proceedings at http://libraryassessment.org/bm~doc/proceedings-
        lac-2010.pdf].




Tuesday, April 10, 2012                                                     10
Tuesday, April 10, 2012   11
Tuesday, April 10, 2012   12
http://orgmonkey.net/?p=1268
Tuesday, April 10, 2012                              13
MAKE WHEEL TOGETHER?
Tuesday, April 10, 2012                          14
PROJECT IDEA
                                   research question
                                       methods
                                        findings




http://www.flickr.com/photos/timothymorgan/4420821913/
Tuesday, April 10, 2012                                 15
RESEARCH QUESTION




Tuesday, April 10, 2012                       16
RESEARCH QUESTION
            Is a collaborative model of benchmarking the marketing of
                            electronic resources feasible?




Tuesday, April 10, 2012                                                 17
What’s
                          benchmarking?



Tuesday, April 10, 2012                   18
BENCHMARKING
                          1. Decide what to benchmark

                          2. Plan the benchmark project

                          3. Understand your own performance

                          4. Learn from the data

                          5. Use the findings

       Boxwell, R.J., Jr. (1994), Benchmarking for Competitive Advantage, McGraw-Hill, New York, NY.


Tuesday, April 10, 2012                                                                                19
Tuesday, April 10, 2012   20
‣   Kennedy, Marie R. 2011. “Collaborative Marketing for Electronic
        Resources.” Library Hi Tech News 28(6): 22-24.




Tuesday, April 10, 2012                                                   21
METHODS




Tuesday, April 10, 2012             22
Tuesday, April 10, 2012   23
Timeline
                   1 (October 5-11, 2011) : Project description
                   2 (October 12-18, 2011) : Current market
                   3 (October 19-25, 2011) : SWOT analysis
                   4 (October 26-November 1, 2011) : Target market
                   5 (November 2-8, 2011) : Goals
                   6 (November 9-15, 2011) : Strategies
                   7 (November 16-22) : Action plan
                          (holiday break)
                   8 (December 7-13, 2011) : Draft e-mails, choose dates to send them
                          (holiday break)
                   9-12 (January 2012) : Send e-mail #1, send e-mail #2
                   13 (February 1-7, 2012) : Generate survey for assessment
                   14 (February 8-14, 2012) : Gather usage statistics
                   15 (February 15-21, 2012) : Measurement
                   16 (February 22-28, 2012) : Assessment
Tuesday, April 10, 2012                                                                 24
http://benchmarketing.wetpaint.com/page/Map+of+participants
           53% of the participants do not have marketing/promotion/
           outreach as part of their formal job description
Tuesday, April 10, 2012                                                 25
http://benchmarketing.wetpaint.com




Tuesday, April 10, 2012                                        26
note: the next 8 slides have been removed from this
                                                    archive file of the presentation so the file size could be
                                                    reduced. They look just like this one, with circles around
                                                          the other components of a marketing cycle.




                          Kotler and Keller, 2006

Tuesday, April 10, 2012                                                                                          27
FINDINGS




Tuesday, April 10, 2012              28
university           college        community college




                                           3
                                       4




                                                         25




Tuesday, April 10, 2012                                                           29
THE E-MAILS




                               http://www.flickr.com/photos/epublicist/3509141813/
Tuesday, April 10, 2012                                                        30
QSR NVIVO 9




Tuesday, April 10, 2012                 31
Tuesday, April 10, 2012   32
Tuesday, April 10, 2012   33
PERSONALITY


                          ‣   sender status ranking (use of “I”)

                          ‣   convincing ranking (use of “help” and “please”)

                          ‣   collaboration ranking (use of “we” and “our”)

                          ‣   positivity ranking (use of “!”)



Tuesday, April 10, 2012                                                         34
Tuesday, April 10, 2012   35
Tuesday, April 10, 2012   36
Tuesday, April 10, 2012   37
Tuesday, April 10, 2012   38
E-MAIL CHARACTERISTICS


                          ‣   use of images

                          ‣   type of tutorial

                          ‣   linked or embedded tutorial

                          ‣   format of e-mail



Tuesday, April 10, 2012                                     39
images             no images

                          40



                          30



                          20
                                            26

                          10

                                             6
                           0
                                use of images in the e-mails




Tuesday, April 10, 2012                                        40
self-created          vendor-created

                          40



                          30



                          20
                                               29
                          10



                           0                    3
                                          type of tutorial




Tuesday, April 10, 2012                                               41
don’t know   HTML         rich text   plain text

                          40



                          30                         1
                                                     4

                          20

                                                    26
                          10



                           0                         1
                                                   format




Tuesday, April 10, 2012                                                           42
MEASUREMENT, ASSESSMENT
                          survey + usage statistics




Tuesday, April 10, 2012                               43
SURVEY




Tuesday, April 10, 2012            44
Tuesday, April 10, 2012   45
48%              Of those who had used
                                the resource before, 82%
                                 learned something new
                87%


                          3.3


Tuesday, April 10, 2012                                    46
USAGE STATISTICS




Tuesday, April 10, 2012                      47
increase   same or decrease    no data


                15




                11




                  8
                                14                       13

                  4

                                            4
                  0
                                      usage statistics


Tuesday, April 10, 2012                                            48
LESSONS LEARNED
                           Limitations + Future Research




Tuesday, April 10, 2012                                    49
DO E-MAIL CHARACTERISTICS PREDICT A
                 HIGH RATE OF CONFIDENCE?

                            DV=confidence rank
          IV=sender status rank, convincing rank, collaboration
          rank, positivity rank, images in e-mail, type of tutorial,
             linked or embedded tutorial, format of e-mail




Tuesday, April 10, 2012                                                50
LIMITATIONS OF THIS PROJECT


    ‣   results of benchmarking for this specific marketing strategy are
        inconclusive (due to too few survey responses?)

    ‣   model doesn’t scale with one leader

    ‣   16 weeks is a long project, leading to attrition



Tuesday, April 10, 2012                                                   51
FUTURE RESEARCH
                            POSSIBILITIES
    ‣   Yet to consider assessment data

    ‣   Continue as working groups, with those who completed this
        project as team leaders of their own groups

    ‣   The model of collaboration related to benchmarking
        marketing is possible using a wiki/e-mail format

    ‣   Possible that future increased survey responses would give us
        enough data

Tuesday, April 10, 2012                                                 52
SUSTAINABILITY
    “I had never really considered the importance of marketing to
    library staff before, but I see now just how critical it is to make
    sure we market resources internally.” - jsholman
                    http://libguides.uwlax.edu/DBtraining

                                  TIMING
    “I do not have a plan in place BUT the summer could be ideal to
    go through steps and be ready for the fall” - turkishvan13

                          CHOOSING A STRATEGY
    “Email is too easily buried and forgotten. We have more success
    with in-person demonstrations, such as brown bag lunch and
    learns or attending team meetings. Our staff want to learn more
    about all the resources we provide, and they get more out of
    watching demonstrations and asking questions.” - lauraedwards
Tuesday, April 10, 2012                                                   53
Institutions included in the analysis
             Belmont University (Courtney Fuson)          Pennsylvania State University (Nancy Adams)
                 Bethel University (Carole Cragg)            Rockhurst University (Jennifer Peters)
       Coconino Community College (Estelle Pope)          Roger Williams University (Susan McMullen)
     College of Saint Elizabeth (Amy Schleigh Hayes)           Seneca College (Dan Michniewicz)
  Columbus State University (Jacqueline Radebaugh)         South Dakota State University (Linda Kott)
            Dominican University (Margaret Heller)          University of Baltimore (Natalie Burclaff)
        Duquesne University (Melodie Frankovitch)         University of Connecticut (Galadriel Chilton)
       Eastern Kentucky University (Laura Edwards)              University of Dayton (Katy Kelly)
              Fontbonne University (Jane Theissen)           University of Evansville (Kathy Bartelt)
           Francis Marion University (Tammy Ivins)         University of North Dakota (Lisa Martin)
                  Georgia College (Jolene Wertz)       University of Wisconsin-La Crosse (Jenifer Holman)
                  Ithaca College (Calida Barboza)             Washburn University (Lori Fenton)
                 Langara College (Emma Lawson)          Washington University-St. Louis (Rudolph Clay)
                    Loras College (Kristen Smith)            West Virginia University (Linda Blake)
          Mesa Community College (Janell Alewyn)          Western Carolina University (Kristin Calvert)
    Midwestern State University (Andrea L. Williams)             Wilkes University (Kristin Pitt)
Tuesday, April 10, 2012                                                                                     54
Boxwell, R.J., Jr. (1994), Benchmarking for Competitive Advantage, McGraw-Hill, New York, NY.

      Dubicki, E.I. (Ed.)(2008), Marketing and Promoting Electronic Resources: Creating the E-Buzz!
      Kennedy, M.R. (2010), “Cycling through: Paths libraries take to marketing electronic resources”,
      paper presented at Library Assessment Conference, October 27, Baltimore MD, available at:
      http://digitalcommons.lmu.edu/librarian_pubs/3.

      Kennedy, M.R. (2011), “What are we really doing to market electronic resources?”, Library
      Management, Vol. 32 No. 3, pp. 144-158.

      Kennedy, M.R. and LaGuardia, C. (2012), Marketing Your Library’s Electronic Resources: A How-To-
      Do-It Manual, Neal-Schuman/ALA, Chicago, IL.

      Kotler, P. and Keller, K. (2006), Marketing Management, 12th ed. Pearson Prentice Hall, Upper
      Saddle River, NJ.

      Lindsay, A.R. (2004), Marketing and Public Relations Practices in College Libraries, CLIP Note, ALA,
      Chicago, IL.




Tuesday, April 10, 2012                                                                                      55
Tuesday, April 10, 2012   56
Marie R. Kennedy
                          Loyola Marymount University
                            marie.kennedy@lmu.edu
                              http://orgmonkey.net




Tuesday, April 10, 2012                                 57

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Marie Kennedy, ER&L 2012 presentation

  • 1. Marie R. Kennedy Loyola Marymount University This presentation reports on the results of an international collaborative project with 100 libraries to benchmark the marketing of electronic resources. I will describe the impetus for the project, the project planning, the execution and results of this effort. The talk will highlight the collaborative aspect of the project. Presented at the annual conference of Electronic Resources & Libraries, Austin TX 2012 Tuesday, April 10, 2012 1
  • 3. http://www.flickr.com/photos/pasukaru76/5964727769 NO WHEEL. Tuesday, April 10, 2012 3
  • 4. What’s marketing? Tuesday, April 10, 2012 4
  • 5. Lindsay, A.R. (2004), Marketing and Public Relations Practices in College Libraries, CLIP Note, ALA, Chicago, IL. http://orgmonkey.net/?p=1136 Tuesday, April 10, 2012 5
  • 6. Dubicki, E.I. (Ed.)(2008), Marketing and Promoting Electronic Resources: Creating the E-Buzz! Tuesday, April 10, 2012 6
  • 7. academic staff as collection developers; collaboration; collection policy; faculty/professionals as marketing tools; phone call/office visit; students as marketing tools; surveys; word of mouth; Blackboard; branding; email (external); email (internal); feedback forum; home/office; mascot; online social network; screen saver; usage statistics; Web page, customized; banners/posters; bookmarks; calendar; flyers/brochures; giveaways; incentives; newsletter; newspaper alert; pins; postcards/letters/direct mail; FAQ; native language education; patron training (group); patron training (individual); slide show/demonstrations; staff training (group); staff training (individual); use guide Tuesday, April 10, 2012 7
  • 8. Kennedy, Marie R. 2010. “What Are We Really Doing to Market Electronic Resources?” Paper presented at the annual conference of Electronic Resources and Libraries. Austin, TX. ‣ Kennedy, Marie R. 2011. “What Are We Really Doing to Market Electronic Resources?” Library Management 32(3): 144-158. Tuesday, April 10, 2012 8
  • 10. Kennedy, Marie R. 2010. “Cycling Through: Paths Libraries Take to Marketing Electronic Resources.” Paper presented at the Library Assessment Conference. Baltimore, MD [included in conference proceedings at http://libraryassessment.org/bm~doc/proceedings- lac-2010.pdf]. Tuesday, April 10, 2012 10
  • 14. MAKE WHEEL TOGETHER? Tuesday, April 10, 2012 14
  • 15. PROJECT IDEA research question methods findings http://www.flickr.com/photos/timothymorgan/4420821913/ Tuesday, April 10, 2012 15
  • 17. RESEARCH QUESTION Is a collaborative model of benchmarking the marketing of electronic resources feasible? Tuesday, April 10, 2012 17
  • 18. What’s benchmarking? Tuesday, April 10, 2012 18
  • 19. BENCHMARKING 1. Decide what to benchmark 2. Plan the benchmark project 3. Understand your own performance 4. Learn from the data 5. Use the findings Boxwell, R.J., Jr. (1994), Benchmarking for Competitive Advantage, McGraw-Hill, New York, NY. Tuesday, April 10, 2012 19
  • 21. Kennedy, Marie R. 2011. “Collaborative Marketing for Electronic Resources.” Library Hi Tech News 28(6): 22-24. Tuesday, April 10, 2012 21
  • 24. Timeline 1 (October 5-11, 2011) : Project description 2 (October 12-18, 2011) : Current market 3 (October 19-25, 2011) : SWOT analysis 4 (October 26-November 1, 2011) : Target market 5 (November 2-8, 2011) : Goals 6 (November 9-15, 2011) : Strategies 7 (November 16-22) : Action plan (holiday break) 8 (December 7-13, 2011) : Draft e-mails, choose dates to send them (holiday break) 9-12 (January 2012) : Send e-mail #1, send e-mail #2 13 (February 1-7, 2012) : Generate survey for assessment 14 (February 8-14, 2012) : Gather usage statistics 15 (February 15-21, 2012) : Measurement 16 (February 22-28, 2012) : Assessment Tuesday, April 10, 2012 24
  • 25. http://benchmarketing.wetpaint.com/page/Map+of+participants 53% of the participants do not have marketing/promotion/ outreach as part of their formal job description Tuesday, April 10, 2012 25
  • 27. note: the next 8 slides have been removed from this archive file of the presentation so the file size could be reduced. They look just like this one, with circles around the other components of a marketing cycle. Kotler and Keller, 2006 Tuesday, April 10, 2012 27
  • 29. university college community college 3 4 25 Tuesday, April 10, 2012 29
  • 30. THE E-MAILS http://www.flickr.com/photos/epublicist/3509141813/ Tuesday, April 10, 2012 30
  • 31. QSR NVIVO 9 Tuesday, April 10, 2012 31
  • 34. PERSONALITY ‣ sender status ranking (use of “I”) ‣ convincing ranking (use of “help” and “please”) ‣ collaboration ranking (use of “we” and “our”) ‣ positivity ranking (use of “!”) Tuesday, April 10, 2012 34
  • 39. E-MAIL CHARACTERISTICS ‣ use of images ‣ type of tutorial ‣ linked or embedded tutorial ‣ format of e-mail Tuesday, April 10, 2012 39
  • 40. images no images 40 30 20 26 10 6 0 use of images in the e-mails Tuesday, April 10, 2012 40
  • 41. self-created vendor-created 40 30 20 29 10 0 3 type of tutorial Tuesday, April 10, 2012 41
  • 42. don’t know HTML rich text plain text 40 30 1 4 20 26 10 0 1 format Tuesday, April 10, 2012 42
  • 43. MEASUREMENT, ASSESSMENT survey + usage statistics Tuesday, April 10, 2012 43
  • 46. 48% Of those who had used the resource before, 82% learned something new 87% 3.3 Tuesday, April 10, 2012 46
  • 48. increase same or decrease no data 15 11 8 14 13 4 4 0 usage statistics Tuesday, April 10, 2012 48
  • 49. LESSONS LEARNED Limitations + Future Research Tuesday, April 10, 2012 49
  • 50. DO E-MAIL CHARACTERISTICS PREDICT A HIGH RATE OF CONFIDENCE? DV=confidence rank IV=sender status rank, convincing rank, collaboration rank, positivity rank, images in e-mail, type of tutorial, linked or embedded tutorial, format of e-mail Tuesday, April 10, 2012 50
  • 51. LIMITATIONS OF THIS PROJECT ‣ results of benchmarking for this specific marketing strategy are inconclusive (due to too few survey responses?) ‣ model doesn’t scale with one leader ‣ 16 weeks is a long project, leading to attrition Tuesday, April 10, 2012 51
  • 52. FUTURE RESEARCH POSSIBILITIES ‣ Yet to consider assessment data ‣ Continue as working groups, with those who completed this project as team leaders of their own groups ‣ The model of collaboration related to benchmarking marketing is possible using a wiki/e-mail format ‣ Possible that future increased survey responses would give us enough data Tuesday, April 10, 2012 52
  • 53. SUSTAINABILITY “I had never really considered the importance of marketing to library staff before, but I see now just how critical it is to make sure we market resources internally.” - jsholman http://libguides.uwlax.edu/DBtraining TIMING “I do not have a plan in place BUT the summer could be ideal to go through steps and be ready for the fall” - turkishvan13 CHOOSING A STRATEGY “Email is too easily buried and forgotten. We have more success with in-person demonstrations, such as brown bag lunch and learns or attending team meetings. Our staff want to learn more about all the resources we provide, and they get more out of watching demonstrations and asking questions.” - lauraedwards Tuesday, April 10, 2012 53
  • 54. Institutions included in the analysis Belmont University (Courtney Fuson) Pennsylvania State University (Nancy Adams) Bethel University (Carole Cragg) Rockhurst University (Jennifer Peters) Coconino Community College (Estelle Pope) Roger Williams University (Susan McMullen) College of Saint Elizabeth (Amy Schleigh Hayes) Seneca College (Dan Michniewicz) Columbus State University (Jacqueline Radebaugh) South Dakota State University (Linda Kott) Dominican University (Margaret Heller) University of Baltimore (Natalie Burclaff) Duquesne University (Melodie Frankovitch) University of Connecticut (Galadriel Chilton) Eastern Kentucky University (Laura Edwards) University of Dayton (Katy Kelly) Fontbonne University (Jane Theissen) University of Evansville (Kathy Bartelt) Francis Marion University (Tammy Ivins) University of North Dakota (Lisa Martin) Georgia College (Jolene Wertz) University of Wisconsin-La Crosse (Jenifer Holman) Ithaca College (Calida Barboza) Washburn University (Lori Fenton) Langara College (Emma Lawson) Washington University-St. Louis (Rudolph Clay) Loras College (Kristen Smith) West Virginia University (Linda Blake) Mesa Community College (Janell Alewyn) Western Carolina University (Kristin Calvert) Midwestern State University (Andrea L. Williams) Wilkes University (Kristin Pitt) Tuesday, April 10, 2012 54
  • 55. Boxwell, R.J., Jr. (1994), Benchmarking for Competitive Advantage, McGraw-Hill, New York, NY. Dubicki, E.I. (Ed.)(2008), Marketing and Promoting Electronic Resources: Creating the E-Buzz! Kennedy, M.R. (2010), “Cycling through: Paths libraries take to marketing electronic resources”, paper presented at Library Assessment Conference, October 27, Baltimore MD, available at: http://digitalcommons.lmu.edu/librarian_pubs/3. Kennedy, M.R. (2011), “What are we really doing to market electronic resources?”, Library Management, Vol. 32 No. 3, pp. 144-158. Kennedy, M.R. and LaGuardia, C. (2012), Marketing Your Library’s Electronic Resources: A How-To- Do-It Manual, Neal-Schuman/ALA, Chicago, IL. Kotler, P. and Keller, K. (2006), Marketing Management, 12th ed. Pearson Prentice Hall, Upper Saddle River, NJ. Lindsay, A.R. (2004), Marketing and Public Relations Practices in College Libraries, CLIP Note, ALA, Chicago, IL. Tuesday, April 10, 2012 55
  • 57. Marie R. Kennedy Loyola Marymount University marie.kennedy@lmu.edu http://orgmonkey.net Tuesday, April 10, 2012 57