The easy decisions have been made; the formats have been flipped when possible. Now what? This program will discuss using the serials decision database to guide collection managers through realignments, interacting with agents and planning for the collection challenges yet to come.

1. Living on the Bleeding Edge of
Collection Development
Electronic Resources & Libraries 2010
February 3, 2010

2. Presenters
• Diane Carroll
 Head of Collections, Washington State
University Libraries
 carroldi@wsu.edu
• Kittie Henderson
 Director, Academic and Law Divisions,
EBSCO Information Services
 kittieh@ebsco.com

3. The Situation
• Washington State • 6-8% of the serial
University collection dollars
Libraries collection are canceled every
budget has been year depending on
flat since 2007 inflation ($240,000
• Positions in to $320,000).
Technical Services • No relief expected
are not filled

4. The Mission
• WSU Libraries mission has not changed
• The library still needs to fill the information
requirements of the WSU research,
teaching and outreach efforts

5. Response
Configure subscription
Create a serials
agent profiles-
decision database
umbrella account
Financial
Challenges
Collection
Leveraging data in
development decision
vendor database
based on use

6. Serials Decision Database - Collection Development
(B)
(Order (C) Location
records, from order
(A) Bib record, subscri records; format (D) Licenses
Subscription agent, ption from ERM and and (H)
Web of Science, agent, subscription subscription (E and F) ISI Web of Publishe (I and J)
Interlibrary loan, etc ERM agent agent Science (G) ILLiad r data Calculated
Priority
(1 =
Post- WSU WSU Cited ILL 2008 High;
Current cancellation Authored papers from 1>15; 3< Use stats 2 = Med; 2009
1/28/2009 Sample subscri Campus Library rights papers from 2006-08 (ISI) 10 (1997 in 2008 3 = Low; SDD
WSU Serials Decision ption in location and (Perpetual 2006-08 (ISI) (5 or more; to (1>250; 4 = no Journal
Database 2009 format access) (1>10; 3<5) 1>40; 3<10) present) 3<40) data) cost/use
ADL on the Frontline : HollTerr-Prt and EBSCO: No
Published By the Anti- online via Ethnic archival
Defamation League Current NewsWatch access 2 3 $13.30
Sage:
Administration and Internet via Electronic
Society Current SAGE 2007-2009 2 5 68 2 $11.26
Atypon: Need
to research;
HollTerr-Prt and EBSCOhost:
online via Atypon No archival
Johnson access;
Administrative Science Graduate School, JSTOR:
Quarterly Current Cornell University Electronic 1 116 902 1 $0.26

7. Building the Serials Decision Database
Integrated Library System Web of Science
• Title (A) • Number of WSU
• Subscription status authored papers (E)
(B) • Number of papers
• Location of print, cited by WSU’s
format and ejournal authors (F)
provider (C)
• Post cancellation
rights (D)

8. Building the Serials Decision Database
ILLiad (G) Calculated
• Interlibrary loans • Priority of the title (I)
borrowed (ILLiad) • Cost per use (J)
Commercial source or
publisher
• Ejournal download use
data (H)

9. Values that Drive Selection Decisions
High Use Medium Use Low Use
Priority (1) (2) (3)
Number of WSU authored
papers from 2006 to 2008 (Web
of Science®) >10 5 to 10 <5
Number of WSU cited papers
from 2006 to 2008 (Web of
Science®; 5 or more) >40 10 to 40 <10
Full text/PDF download usage >250 40-250 <40
Interlibrary loan requests over
the last 12 months (1997 to
present) >15 5 to 15 <5

10. Communication
• Two examples of how the serials decisions
database can be reformatted for faculty input
• Hum/Soc – request faculty prioritize each title
• Science-proposed cancellation list for faculty
review

11. WSU Landscape
• WSU – Land grant institution with employees
geographically dispersed across the state and at four
locations
• Each library has its own budget, but our collection is
cooperatively shared and developed
• Not all publisher recognize that WSU is one institution
so some eResources are not available to all campuses.
• WSU made 5 major corrections to IP address in 2009
where hundred’s of providers needed to be notified

12. EBSCO Landscape
• WSU Accounts had been established
separately over time.
• Account parameters reflected local needs at
the time as opposed to current system
needs.
• IP addresses and contact information sent
with orders.

13. The Way It Was …..
Account structure in Example:
2008 SF77700-00 used for
• One account for each Pullman titles in all
regional library with formats
independent and
account structure • Inaccurate IPs
associated with titles
• Accounts were not
aligned with IP ranges available to all
campuses

14. Realignment of Pullman Accounts
Account structure 2009 • 00 = WSU All IP
• Subaccounts associated addresses
with correct access IP • 01 = Pullman IP
ranges addresses
• Establishment of an • 06 = Exceptions
umbrella account so all  No IP addresses sent
campuses can see all • 30 = WSU All IP
WSU subscriptions addresses for titles with
customized pricing
• 32 = Pullman
customized pricing

15. Realignment of all WSU campuses
Account structure 2010 • 00 = WSU All IP
• Subaccounts associated addresses
with correct access IP • 01 = Vancouver IP
ranges for all campuses addresses
accounts • 06 = Exceptions
• Subaccounts mirror  No IP addresses sent
Pullman account • 30 = WSU All IP
addresses for titles with
customized pricing
• 32 = Vancouver
customized pricing

16. Communications with vendor
Account Reconfiguration
WSU ERM Subscription Agent information merged into the Serials Decision Database
NEW
Site EBSCO
Definition Agent NEW Agent Subscri
or Print Agent Title Account ACCOUNT Subscriber ber ILS
only Agent Title Name - FY09 Number Number NUMBER Code Code Format number
WSU ADMINISTRATIVE THEORY & Print +
Vancouver PRAXIS - PRINT + ONLINE 013-605-688 SF37588-00 SF37588-01 AA VA Online
ADULT EDUCATION
WSU All QUARTERLY - ONLINE 014-253-504 SF77700-30 HO Online o2857923
WSU ADVANCED MATERIALS
Pullman RESEARCH - ONLINE 014-835-754 SF77700-00 SF77700-01 Online 3528923

17. The Umbrella Account

18. Leveraging data in agent database
• Bibliographic Data
• Access and Registration Information
• License Details
• Payment Information
• Order History

19. Serials Decision Database - Collection Development
(B)
(Order (C) Location
records, from order
(A) Bib record, subscri records; format (D) Licenses
Subscription agent, ption from ERM and and (H)
Web of Science, agent, subscription subscription (E and F) ISI Web of Publishe (I and J)
Interlibrary loan, etc ERM agent agent Science (G) ILLiad r data Calculated
Priority
(1 =
Post- WSU WSU Cited ILL 2008 High;
Current cancellation Authored papers from 1>15; 3< Use stats 2 = Med; 2009
1/28/2009 Sample subscri Campus Library rights papers from 2006-08 (ISI) 10 (1997 in 2008 3 = Low; SDD
WSU Serials Decision ption in location and (Perpetual 2006-08 (ISI) (5 or more; to (1>250; 4 = no Journal
Database 2009 format access) (1>10; 3<5) 1>40; 3<10) present) 3<40) data) cost/use
ADL on the Frontline : HollTerr-Prt and EBSCO: No
Published By the Anti- online via Ethnic archival
Defamation League Current NewsWatch access 2 3 $13.30
Sage:
Administration and Internet via Electronic
Society Current SAGE 2007-2009 2 5 68 2 $11.26
Atypon: Need
to research;
HollTerr-Prt and EBSCOhost:
online via Atypon No archival
Johnson access;
Administrative Science Graduate School, JSTOR:
Quarterly Current Cornell University Electronic 1 116 902 1 $0.26

20. Access and Registration

21. Access and Registration

22. License Details

23. License Details

24. Summary
 Cancellations create the opportunity to really
understand post-cancellation access rights.
 After the hard work of deciding cancellation and
notifying agent, changes are need to ERM and OPAC.

25. A work in progress
• Collections are always a work in progress,
each year adjusting and fine-tuning the
process in response to current situation.

26. Presentation and Materials
• http://www.electroniclibrarian.org/erlwiki/Program#
Wednesday.2C_February_3
• http://www2.ebsco.com/en-
us/InfoProfs/academic/Pages/budgetingtools.aspx

27. Thank You!
• Diane Carroll
 Head of Collections, Washington State University
Libraries
 carroldi@wsu.edu
• Kittie Henderson
 Director, Academic and Law Divisions, EBSCO
Information Services
 kittieh@ebsco.com