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Electronic Resource Assessment: Adventures in Engagement

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  • 1. Electronic Resource Assessment: Adventures in EngagementJohn Tofanelli | Colleen Major | Jeff Carroll Columbia University Libraries
  • 2. MOVING TOWARDS ENGAGEMENT• The larger assessment environment• Methods for involving selectors in the assessment process• An invention that facilitates involvement: Google fund calendars
  • 3. THE FISCAL ENVIRONMENT
  • 4. THE COMMERCIAL PUBLISHING ENVIRONMENT Proliferations• Publications that go forth and multiply• Packages and/or databases that overlap in content• Databases and e-journals available from more than one vendor, each providing access through its own interface
  • 5. THE COMMERCIAL PUBLISHING ENVIRONMENT Challenges• All-or-nothing aggregator packages• Licensing agreements that limit the scope of cancellation activity within e-journal packages• Columbia Libraries have over 98,000 ongoing e-resource purchases (includes serials & continuing service fees)• Payments are due throughout the fiscal year• Vendors must typically be notified of serials cancellations 30 days before renewal date
  • 6. THE DATA ENVIRONMENT• E-Resource Management Systems• Standardized Usage Data (COUNTER)
  • 7. USAGE STATISTICS: STANDARDIZED & EXPLAINEDCOUNTER (Counting Online Usage of NeTworked ElectronicResources)"an international initiative serving librarians, publishers andintermediaries by setting standards that facilitate the recordingand reporting of online usage statistics in a consistent, credibleand compatible way." http://www.projectcounter.org/about.htmlCOUNTER Code of Practice: Release 1 published 2003Draft release 4 currently available for public comment
  • 8. THE INTERNAL WORKPLACE ENVIRONMENT As found at Columbia University• More than forty subject selectors• Seven library divisions: History & Humanities; Science & Engineering; Art & Architecture; Area Studies; Social Sciences; Theology; Rare Books & Manuscripts• Many selectors not yet trained in use of new tools available in the data environment• Assessment practices uneven across disciplinary areas
  • 9. WHEN, WHY, AND HOW DO WE ASSESS E-RESOURCES? Chapter 1 Where our Journey BeganThe Conservative, Minimalist, and Reactive Approach• assessment is largely confined to pre-purchase trial period• subsequent assessment is done primarily in response to known problems• characteristic of a growth economy• emphasis is on expansion of online collections
  • 10. WHEN, WHY, AND HOW DO WE ASSESS E- RESOURCES? Chapter 12 Where we need to be nowThe Expansive, Holistic, and Proactive Approach• assessment is an ongoing periodic duty• assessment can discover or anticipate problems• characteristic of a constrained economy• emphasis is on managing what we have; growing collections judiciously; ensuring value for dollar
  • 11. Engaging Selectors in Assessment
  • 12. Engaging Selectors in Assessment• Make assignments (working groups, projects, etc.)
  • 13. Engaging Selectors in Assessment• Make assignments (working groups, projects, etc.)• Announce new projects, workflows, etc. to selectors
  • 14. Engaging Selectors in Assessment• Make assignments (working groups, projects, etc.)• Announce new projects, workflows, etc. to selectors• Follow up in weeks after announcement to see who has made progress
  • 15. Engaging Selectors in Assessment• Make assignments (working groups, projects, etc.)• Announce new projects, workflows, etc. to selectors• Follow up in weeks after announcement to see who has made progress• Enlist 1 or 2 of these selectors to present at a follow up session as example/testimonial
  • 16. Engaging Selectors in Assessment• Make assignments (working groups, projects, etc.)• Announce new projects, workflows, etc. to selectors• Follow up in weeks after announcement to see who has made progress• Enlist 1 or 2 of these selectors to present at a follow up session as example/testimonial• Solicit feedback from individuals and divisions
  • 17. Make Assignments• E-Resource Assessment Task Force (2008)• E-Resource Assessment Working Group• 2009 - and beyond Both groups consisted of:
  • 18. Make Assignments• E-Resource Assessment Task Force (2008)• E-Resource Assessment Working Group• 2009 - and beyond Both groups consisted of: • Selectors from various divisions
  • 19. Make Assignments• E-Resource Assessment Task Force (2008)• E-Resource Assessment Working Group• 2009 - and beyond Both groups consisted of: • Selectors from various divisions • E-Resources librarian
  • 20. Make Assignments• E-Resource Assessment Task Force (2008)• E-Resource Assessment Working Group• 2009 - and beyond Both groups consisted of: • Selectors from various divisions • E-Resources librarian • Asst. Director for Collection Development
  • 21. Announce new projects • Eresources Assessment Working Group announces new projects
  • 22. Follow up • Eresources Assessment Working Group announces new projects • Group follows up after a period of time
  • 23. Follow up • Eresources Assessment Working Group announces new projects • Group follows up after a period of time o educational offerings in the use of electronic resource management tools
  • 24. Enlist those engaged • Eresources Assessment Working Group announces new projects • Group follows up after a period of time • Ask selectors who have become engaged to present on their findings and demonstrate their methodology
  • 25. Enlist those engaged • Eresources Assessment Working Group announces new projects • Group follows up after a period of time • Ask selectors who have become engaged to present on their findings and demonstrate their methodology o inspirational presentations from librarians who have improved collections using such tools
  • 26. Track engagement • E-resources Assessment Working Group announces new projects • Group follows up after a period of time • Ask selectors who have become engaged to present on their findings and demonstrate their methodology • Evaluate the level of engagement by selectors
  • 27. Google Calendar• Created e-resource renewal reminder system in Google Calendar• Announced and demonstrated capabilities of calendar at a meeting of the Selectors Discussion Group• Followed up with selectors to see who had actually made use of the calendar• Enlisted engaged selectors to present their findings and methodologies• Tracked level of overall engagement by looking at calendar usage
  • 28. Creation of an e-resource reminder system in Google Calendar• What we had been using• What we wanted: o easy to use o easy to implement o pushed to users o played off existing efforts and strategies• How we did itPython code is available at:https://github.com/nadaoneal/gapps_python_whatever
  • 29. one month view
  • 30. expenditure event view
  • 31. 3 month event reminder
  • 32. 5 month event reminder
  • 33. Staff work view
  • 34. Searching across calendars
  • 35. Image: http://www.openclipart.org/detail/159643/thank-you-pinned-by-juliobaha