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Keeping the Best in Challenging
      Economic Times

    Greg Raschke and Annette Day,
     North Carolina State University

        ALA Annual Conference
            July 12, 2009
Day in the Life – Collections Review 1995
   Consider price, impact factor,
    and editors
   Print use or citation studies – if
    they have been done recently
   User community feedback via
    lists
     Static and temporary

   Apply domain expertise and
    institutional knowledge
   Transparency and
    accountability
   Move money from book funds
   Ask/Pray/Meditate for more
    money next year
Day in the Life – Collections Review 2000
   Consider price, impact factor,
    and editors
   Print use and citation
    studies(?) – if available
   Introduce web logs if you can
    get them in a workable state
   User community feedback via
    lists (online this time)
     Static, but electronic and
        more available
   Apply domain expertise and
    institutional knowledge
   Move money from book funds
   Ask/Pray/Meditate for more
    money next year
Day in the Life – Serials Review 2004
   Web logs and e-usage data
    (not enough)
   Publication data and citation
    patterns (if you can get them)
   Impact factor
   Weigh price against usage
   User community feedback via
    lists (online forms this time)
   Maintain big deals and access
    gained over past decade
   Apply domain expertise and
    institutional knowledge
   Move money from book funds
   Ask/Pray/Meditate for more
    money next year
Day in the Life – Collections Review 2009
– General Assumptions
   Truly embrace evidence based
    decision making
   Resource management based
    increasingly on use
   Less tolerance for and less
    investment in lower use
    general collections
   Use based and user driven
    collecting models will take
    growing share of budget
   Local collection has become
    more a part of growing
    discovery and access at
    network level
Day in the Life – Collections Review 2009
– Presenting and Packaging Data
   User community feedback via
    interactive, database-driven
    applications
   Weigh/calculate/quantify user
    feedback
   Community Feedback
    ((Weighted Ranking x %
    Match) x Total # Rankings) +
    0.1 x # of "1s“
Day in the Life – Collections Review 2009
– Presenting and Packaging Data
   Bibliometrics - publication data and citation patterns (e.g LJUR)
   Impact factor and eigenfactor
   Standardized usage data (where available)
   Quadrangulation of data
   Weigh price against multiple data points
   Usage ((07usage+08usage/5)+(publications*10)+ (citations*5)+
    (Eigenfactor*10)
   Price/feedback value
   Price/data value
   Merge results to filter titles into 5 tiers
Day in the Life – Collections Review 2009

   Network effect emphasizing content
   Packages and agreements
   Allocation assessment via multi-disciplinary lens
   Weigh investments against institutional data in a
    consistent, technology enabled way – identify stagnation
Assessing via Institutional Lens
Assessing via Institutional Lens
Day in the Life – Collections Review 2009
   Apply domain expertise and
    institutional knowledge
   Revisit large agreements in
    context of large-scale cuts
   Maintain access gained over
    past decade
   Truly innovate, collaborate,
    and look at new models –
    particularly for books and
    databases
   Get right content, highest ratio
    of use and service per dollar
   Still Ask/Pray/Meditate for
    more money next year
Issues and Cautions
   Not enough data - still lack much of the comprehensive data we
    need – must improve quickly
   Data can punish niche areas, disciplinary variation, and titles without
    data
   Tools and views to consistently monitor performance
   Monitoring usage trends and patterns and responding accordingly –
    active, consistent review and reporting
   Changing budget targets
   Granular command of orders to packages to titles (ERM’s are not
    close to there)

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ALA Collections Review Presentation(070209)

  • 1. Keeping the Best in Challenging Economic Times Greg Raschke and Annette Day, North Carolina State University ALA Annual Conference July 12, 2009
  • 2. Day in the Life – Collections Review 1995  Consider price, impact factor, and editors  Print use or citation studies – if they have been done recently  User community feedback via lists  Static and temporary  Apply domain expertise and institutional knowledge  Transparency and accountability  Move money from book funds  Ask/Pray/Meditate for more money next year
  • 3. Day in the Life – Collections Review 2000  Consider price, impact factor, and editors  Print use and citation studies(?) – if available  Introduce web logs if you can get them in a workable state  User community feedback via lists (online this time)  Static, but electronic and more available  Apply domain expertise and institutional knowledge  Move money from book funds  Ask/Pray/Meditate for more money next year
  • 4. Day in the Life – Serials Review 2004  Web logs and e-usage data (not enough)  Publication data and citation patterns (if you can get them)  Impact factor  Weigh price against usage  User community feedback via lists (online forms this time)  Maintain big deals and access gained over past decade  Apply domain expertise and institutional knowledge  Move money from book funds  Ask/Pray/Meditate for more money next year
  • 5. Day in the Life – Collections Review 2009 – General Assumptions  Truly embrace evidence based decision making  Resource management based increasingly on use  Less tolerance for and less investment in lower use general collections  Use based and user driven collecting models will take growing share of budget  Local collection has become more a part of growing discovery and access at network level
  • 6. Day in the Life – Collections Review 2009 – Presenting and Packaging Data  User community feedback via interactive, database-driven applications  Weigh/calculate/quantify user feedback  Community Feedback ((Weighted Ranking x % Match) x Total # Rankings) + 0.1 x # of "1s“
  • 7. Day in the Life – Collections Review 2009 – Presenting and Packaging Data  Bibliometrics - publication data and citation patterns (e.g LJUR)  Impact factor and eigenfactor  Standardized usage data (where available)  Quadrangulation of data  Weigh price against multiple data points  Usage ((07usage+08usage/5)+(publications*10)+ (citations*5)+ (Eigenfactor*10)  Price/feedback value  Price/data value  Merge results to filter titles into 5 tiers
  • 8. Day in the Life – Collections Review 2009  Network effect emphasizing content  Packages and agreements  Allocation assessment via multi-disciplinary lens  Weigh investments against institutional data in a consistent, technology enabled way – identify stagnation
  • 11. Day in the Life – Collections Review 2009  Apply domain expertise and institutional knowledge  Revisit large agreements in context of large-scale cuts  Maintain access gained over past decade  Truly innovate, collaborate, and look at new models – particularly for books and databases  Get right content, highest ratio of use and service per dollar  Still Ask/Pray/Meditate for more money next year
  • 12. Issues and Cautions  Not enough data - still lack much of the comprehensive data we need – must improve quickly  Data can punish niche areas, disciplinary variation, and titles without data  Tools and views to consistently monitor performance  Monitoring usage trends and patterns and responding accordingly – active, consistent review and reporting  Changing budget targets  Granular command of orders to packages to titles (ERM’s are not close to there)