Assessment Practices and Metrics for the 21st Century: A 2019 NISO Training Series

Training Series


Objective: To explore assessment practices in library spaces, collections, services, and strategic innovations – a sequel to the introductory trainings offered in 2018. Participants will also have access to the 2018 webinar recordings for an introduction to library assessment issues.

Libraries are transforming lives and they are transforming their spaces, their services, their collections by becoming strategic partners in developing community-focused, social, cultural, and intellectual hubs. Our seminar series this year will focus on the transformations happening in today’s 21st century library and in the changes that are to come. Specifically, we'll hear from eight leading professionals as they present specific case studies focusing on assessment as applied to these four areas:

  • space,
  • collections,
  • services, and
  • strategic innovation. 

Registration for this event includes access to the archived recordings from the 2018 Training Series on Assessment Practices and Metrics in the 21st Century. That initial series addresses the basics, the practical processes of assessment.

Course Moderator: Dr. Martha Kyrillidou, CEO, QualityMetrics, LLC. 

See what each of these guest lecturers will be addressing:

October 25 - Elliot Felix, Founder & CEO, Brightspot Strategy on Transforming Libraries;

November 1 - Pedro Reynoso, Outreach & Instruction Librarian, Chabot College on Space and Building Our Future;

November 8 - Galadriel Chilton, Ivy Plus Libraries, Director of Collections InitiativesLibrary Administrative Services, Yale University on Collaborative Collections;

November 15 - Trevor Dawes, University Librarian, University of Delaware and Erin Daix, Librarian and Director of Assessment, University of Delaware on Reinventing Services;

November 22 - Joe Zucca, Associate University Librarian for Library Technology Services, University of Pennsylvania on Technology & Systems;

December 6 - Heidi Nance, Director of Resource Sharing Initiatives, Ivy Plus Libraries Confederation on Demystifying Resource Sharing;

December 13 - Lisa Hinchliffe, Professor, Information Sciences and Professor / Coordinator Information Literacy Services, University of Illinois on Teaching Assessment;

December 20 - Clara Chu, Affiliate Professor, School of Information Sciences, and Merinda Kaye Hensley, Digital Scholarship Liaison and Instruction Librarian, both of the University of Illinois, on Strategic Assessment.

Who Should Attend?

Who Will Benefit From This Training Series:

  • Academic librarians whose role includes planning and assessment as a professional role or who have been assigned to conduct assessment exercises in their own library
  • Early or mid-career publishing staff in product development or marketing roles who seek a better understanding of libraries and their data and assessment activities to deliver better products or services
  • Mid-career managers or supervisors whose roles require them to conduct small and medium size assessment projects or exercises.

Course Duration and Dates

Friday, October 25, 2019 – Friday, December 20, 2019. The series consists of eight (8) segments, one per week and each lasting approximately 60-90 minutes. Each segment is intended to cover a Friday lunch period (11:30am - 1:00pm, US. Eastern). Note that the Friday of Thanksgiving weekend does not have a scheduled segment

Guest lecturers may be featured in specific segments, as the course instructor deems appropriate. 

The course will feature case studies from a variety of institutions so that practical learning for attendees can be attained. The Q&A segment will encourage attendee thinking about emerging needs associated with the topics presented.

Event Sessions

Transforming Libraries: How to Transform Library Spaces, Services, and Staffing to Create 21st Century Learning Environments


New Library and Learning Connection: Building Strategic Partnerships, Building Student Success, Building Our Future


Collaborative Collection Assessment


Galadriel Chilton

Director of Collections Initiatives
IVY Plus Libraries Confederation, Yale University

Click here to view the speaker notes from today's session.

Reinventing Services


Trevor A. Dawes

Vice Provost for Libraries and Museums and May Morris University Librarian
University of Delaware

Erin Daix

Librarian and Director of Assessment
University of Delaware

Technology & Systems


Joe Zucca

Associate University Librarian for Library Technology Services
University of Pennsylvania

Demystifying Resource Sharing


Heidi Nance

Director of Resource Sharing Initiatives
Ivy Plus Libraries Confederation

Supporting Innovation: The Role of Assessment Training and Education


Lisa Hinchliffe

Professor and Coordinator for Information Literacy Services and Instruction, University Library/Affiliated Faculty, Graduate School of Library and Information Science
University of Illinois at Urbana-Champaign

Strategic Planning and the Experience of the University of Illinois at Urbana - Champaign Library


Clara Chu

Affiliate Professor, School of Information Sciences
University of Illinois

Additional Information

If you have not received your Login Instruction e-mail by 12 Noon (U.S., Eastern) on the day before a scheduled Friday segment of the series, please contact the NISO office at for immediate assistance.

  • Registration is per site (access for one computer) and includes access to the online recorded archive of the conference. You may have as many people as you like from the registrant's organization view the conference from that one connection. If you need additional connections, you will need to enter a separate registration for each connection needed.

  • If you are registering someone else from your organization, either use that person's e-mail address when registering or contact to provide alternate contact information.

  • Conference presentation slides and Q&A will be posted to this event webpage following the live conference.

  • Registrants will receive an e-mail message containing access information to the archived conference recording within 48 hours after the event. This recording access is only to be used by the registrant's organization.

  • Registration for this event includes access to the archived recordings from the 2018 Training Series on Assessment Practices and Metrics in the 21st Century

For Online Events

  • You will need a computer for the presentation and Q&A.

  • Audio is available through the computer (broadcast) and by telephone. We recommend you have a set-up for telephone audio as back-up even if you plan to use the broadcast audio as the voice over Internet protocol (VOIP) isn't always 100% reliable.

Please check your system in advance to make sure it meets Zoom (US) requirements. It is your responsibility to ensure that your system is properly set up before each webinar begins.