Antiacquisitions librarians review copy


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Presentation given at UKSG April 2010

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  • Activity focused mostly in collection development but acquisitions staff needed to supply some base information such as the identification of imprints from any given publisher.
  • Takes some manipulations of given selection tools & ILS but can be massaged into working relatively smoothly from the point of order thru the point of receipt. Cuts down on the number of hands having to touch a single order/title and installs more of a review/preview function. This is very close to becoming a reality of single title management. Bear in mind that many of the complications regarding the management of this type of ordering/receipt is usually locally defined and created.
  • Important to select staff who are detail oriented and can recognize when machine-readable data is not being machine read or processed. It’s also important to have staff who are capable of complex file management in regards to sorting & exporting utilizing various files types (doc, spreadsheet, etc.) as needed.
  • Within the big deals & packages, it is possible to renegotiate to add in PPV as an option to help reduce the overall spend. This does mean the loss of ownership and perpetual access of some titles so this goes back to having a core title list developed even of titles in packages.
  • This is accomplished in part from harvesting data from Voyager using MS Access reporting feature and the massaging the data elements gathered into a table. The most obvious match point is ISSN but this can be complicated as explained in a few moments.
  • Launch page for the Journal List. Access is IP authenticated. There are three views = Public, Selector, and Admin which is determined by user’s IP address. Users can browse or search to retrieve journal data.
  • Icons displaying beneath title link to various applications. There are 6 available cancellation status options. Fund/fund owner is sortable. Full text views are for previous calendar year. Cost per view data is not available for every title due to billing inconsistencies. Cost or payment displays current price information from our ILS. Publisher and Package name data imported from EbscoNet.
  • A cancellation status of 0 indicates a title is part of a non-cancellable publisher package – a selector cannot change this cancellation status. A cancellation status of 2 indicates no decision made. The triangle to the right links to a utility that allows the selector to assign a different cancellation status. (do not cancel; to be cancelled; etc….)
  • Utility to change cancellation status.
  • This slide shows functionality to sort by package name – Elsevier Freedom Collection.
  • This slide shows sort by fund/fund owner.
  • The orange swirl icon links directly to Journal Citation reports via ISSN matching.
  • Because this is a locally developed utility, we can add new functionality in a timely fashion. Our developer recently added two new icons. One for update usage summary data and one for electronic ILL rights.. (see next two slides)
  • Updated usage summary data.
  • ILL electronic lending information.
  • More about warehousing the license completely and pulling out phrases such to indicate key elements such as ILL lending.
  • Antiacquisitions librarians review copy

    1. 1. Jill Emery, Head of Acquisitions The University of Texas @ Austin & In absentia: Dana Walker, Head of Acquisitions University of Georgia Libraries Anti-Acquisitions Librarians In the Era of Economic Downsizing
    2. 2. Core Collection Development <ul><li>Core building is positive </li></ul><ul><li>Helps develop flexibility </li></ul><ul><li>Can be subject based </li></ul><ul><li>Can be publisher based </li></ul><ul><li>Allows for annual review process </li></ul>
    3. 3. Potential Collection Set-Up
    4. 4. Develop Disapproval Plans <ul><li>More granular selection </li></ul><ul><li>Consider separating out slip (e-notification) plans </li></ul><ul><li>Base material receipt on end processing provided </li></ul>
    5. 5. Consider Moving Standing Orders to Approval Processing <ul><li>Over 40% of domestic North American/UK current standing orders can arrive fully processed </li></ul><ul><li>Helps catch duplication </li></ul><ul><li>Helps consolidate foreign collections </li></ul>
    6. 6. Patron Driven Monograph Acquisitions <ul><li>Book vendors expanding selection systems to provide patron selection of both print and electronic books </li></ul><ul><li>E-Book vendors mostly there </li></ul><ul><li>Need to set thresh- holds for purchase and cost </li></ul>
    7. 7. Patron Driven Article Access <ul><li>Moving into document delivery vs. subscription </li></ul><ul><li>Age of the article is here </li></ul><ul><li>Aggregated article access </li></ul>
    8. 8. Lurking in the Background: Print-on-Demand <ul><li>Campus bookstores moving towards print-on-demand </li></ul><ul><li>Some vendors using print-on-demand to fill current academic orders </li></ul><ul><li>Just-in-time replacing just-in-case </li></ul>
    9. 10. From Patron Driven to Patron Ready <ul><li>Standards make it happen </li></ul><ul><li>Inter-operable networked vendor systems & ILS’ continue to improve </li></ul><ul><li>MARC works well in brief form </li></ul>
    10. 15. Training the Anti-Acquisitions Staff <ul><li>Choose early adopters </li></ul><ul><li>Build on existing skills & interests </li></ul><ul><li>Create partnership between in-house staff & vendor staff </li></ul><ul><li>Build buy-in through recognition & appreciation </li></ul>
    11. 16. Managing Journal Cancellations at the University of Georgia <ul><li>In 2008, UGA Libraries faced with 1 million dollar materials budget shortfall </li></ul><ul><li>Ultimately cancelled 700 journals valued at $650,000 </li></ul><ul><li>Renegotiated several large publisher packages to reduce overall spend </li></ul><ul><li>Instituted selective pay-per-view </li></ul>
    12. 17. How To Begin? <ul><li>Gather list of our subscriptions with fund code data and pricing data </li></ul><ul><li>Merge usage statistics data with subscription data for cost per use </li></ul><ul><li>Gather cancellation restrictions from large publisher packages </li></ul><ul><li>Gather ISI impact factor and aggregator availability data </li></ul>
    13. 18. Subscription Data <ul><li>Subscription data exported from periodical agent’s website </li></ul><ul><li>All print journals and electronic journals (including packages) sourced through our agent </li></ul><ul><li>Able to use agent provided package data to identify non-cancellable titles </li></ul>
    14. 19. Usage Data <ul><li>UGA is lucky to have a full time staff member devoted to gathering usage statistics </li></ul><ul><li>The Serials Department also has a staff member with programming skills </li></ul><ul><li>Most difficult task was merging usage data with subscription data using ISSN as match point </li></ul>
    15. 20. Challenges <ul><li>Biggest challenge was matching ISSN’s for merging subscription/payment data, usage data, and ISI impact factor </li></ul><ul><li>ISSN data varies from publisher to agent to library ILS system </li></ul><ul><li>Ended up creating a “family” of ISSN’s for each journal to facilitate data matching/merging </li></ul>
    16. 21. What We Learned <ul><li>We were unprepared to effectively manage/harvest required data on demand </li></ul><ul><li>We could make better use of our data in a web based application </li></ul><ul><li>Spreadsheets are static – we needed to provide mechanism for interaction between Serials staff and Collection Development staff for future cancellation projects </li></ul>
    17. 22. The Journal List <ul><li>The “Journal List” is our effort to consolidate information about our subscriptions from a variety of sources. </li></ul><ul><li>Bits and pieces of data are harvested from our orders, from our bib records, from our vendors, our link-resolver, and from our usage data. </li></ul><ul><li>They are crunched, massaged, linked, and coerced together using a variety of WinPerl programs and an online web interface. </li></ul>
    18. 23. The Journal List can do the following <ul><li>Locate “child” or “parent” orders </li></ul><ul><li>Group orders paid on specific funds </li></ul><ul><li>Group orders controlled by specific Selectors </li></ul><ul><li>Designate an order to be Canceled </li></ul><ul><li>Jump from an order to FirstSearch </li></ul><ul><li>Jump from an order to the Online Catalog </li></ul><ul><li>Jump from an order to the Electronic Journal List </li></ul><ul><li>See usage data </li></ul><ul><li>Create notes about a title </li></ul><ul><li>See cost information </li></ul>
    19. 34. Future Development <ul><li>License Abstracts Project - Having the experience of creating the Journal List, the idea of digitizing our license info, and abstracting portions into a database seemed feasible.   After some preliminary testing and planning, the experiment was begun on January 14, 2010 and the License Abstracts Project was born. </li></ul>
    20. 35. License Abstracts Project <ul><li>Or what is commonly known as an ERM </li></ul><ul><li>UGA has purchased but never implemented a commercial ERM </li></ul><ul><li>Biggest deterrent for ERM implementation was lack of digitized license information </li></ul><ul><li>Have added database records to our Journal List </li></ul><ul><li>Programmer will set up facility to scan existing licenses into PDF documents and simultaneously abstract select license terms </li></ul><ul><li>This license data will be linked to journal/database records in the Journal List </li></ul>