Ifla 2010

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Ifla 2010

  1. 1. Usage Statistics for Collection Assessment and Decision Making Smita Joshipura & James Carvalho Pre-IFLA Conference Stockholm University, Stockholm August, 2010
  2. 2. Goals <ul><li>Overview of Arizona State University’s (ASU) home-grown online A-Z usage statistics web site </li></ul><ul><li>Valuable tool for the librarians for collection assessment and decision making </li></ul>
  3. 3. Presentation Outline <ul><li>Electronic usage statistics overview </li></ul><ul><li>About Arizona State University </li></ul><ul><li>Need for usage statistics at ASU </li></ul><ul><li>A-Z usage statistics web site at ASU </li></ul><ul><li>Steps for creating A-Z usage statistics web site </li></ul><ul><li>Usage site challenges </li></ul><ul><li>Use of the assessment tool </li></ul><ul><li>User survey, future plans and challenges </li></ul>
  4. 4. Electronic Usage Statistics <ul><li>Process of collecting and disseminating usage data: Time-consuming, tedious, challenging </li></ul><ul><li>Process extremely helpful, can not be ignored </li></ul><ul><li>Timely, consistent and accurate usage data: critical for selectors </li></ul><ul><li>Very practical and informative tool to assist librarians in collection development decisions (selection & retention) </li></ul>
  5. 5. Electronic Usage Statistics Initiatives <ul><li>ARL’s project E-Metric: Measures for E-Resources </li></ul><ul><li>http://www.arl.org/stats/initiatives/emetrics/index.shtml </li></ul><ul><li>ICOLC Guidelines for Statistical Measures of usage of Web-based Indexed, Abstracted, and Full Text Resources http://www.library.yale.edu/consortia/webstats.html </li></ul>
  6. 6. Electronic Usage Statistics Initiatives <ul><li>COUNTER - Counting Online Usage of NeTworked </li></ul><ul><li>E-Resources (2002): Code of practice for measuring consistent and reliable data </li></ul><ul><li>http://www.projectcounter.org/about.htm </li></ul><ul><li>SUSHI - Standardized Usage Statistics Harvesting Initiative : Protocol for automatic harvesting of stats in ERM </li></ul><ul><li>http://www.niso.org/workrooms/sushi/#about </li></ul>
  7. 7. ASU : One University in Many Places <ul><li>One of the largest higher educational institutions in the USA </li></ul><ul><li>4 campuses: Tempe, West, Polytechnic and </li></ul><ul><li>Downtown Phoenix </li></ul>
  8. 8. ASU Libraries : One Library in Many Places <ul><li>Branch libraries: 8 </li></ul><ul><li>ASU at the Tempe campus </li></ul><ul><ul><li>Architecture & Environmental Design Library </li></ul></ul><ul><ul><li>Hayden Library </li></ul></ul><ul><ul><li>Law Library </li></ul></ul><ul><ul><li>Music Library </li></ul></ul><ul><ul><li>Noble Science & Engineering Library </li></ul></ul>
  9. 9. ASU Libraries : One Library in Many Places <ul><li>ASU at the West campus </li></ul><ul><ul><ul><li>Fletcher Library </li></ul></ul></ul><ul><li>ASU at the Polytechnic campus </li></ul><ul><ul><ul><li>Polytechnic Library </li></ul></ul></ul><ul><li>ASU at the Downtown Phoenix campus </li></ul><ul><ul><ul><li>Downtown campus Library </li></ul></ul></ul>
  10. 10. Full Time Enrollment (FTE) at ASU - Fall 2009 Tempe campus 48,622 West campus 6,604 Polytechnic campus 5,106 Downtown Phoenix campus 6,655 Total 66,987
  11. 11. ASU Libraries: E-Resources Collection (2008-09) <ul><li>Databases: 500+ </li></ul><ul><li>E-Journals: 90,000 </li></ul><ul><li>E-Books: 300,000 </li></ul>
  12. 12. Need for Usage Statistics at ASU <ul><li>Substantial collection of E-Resources </li></ul><ul><li>Prominent role in evaluation of E-Resources by Collection Steering Council (CSC) </li></ul><ul><li>Assists with timely collection development decisions </li></ul><ul><li>Implementation of Web Site in 2007 </li></ul>
  13. 13. A- Z Usage Stats Website at ASU <ul><li>Started with 200 packages </li></ul><ul><li>Usage reports for most of the licensed packages </li></ul><ul><li>Identifies COUNTER compliant items </li></ul>
  14. 14. Tools <ul><li>Minimum tools required: </li></ul><ul><li>Excel </li></ul><ul><li>Notepad </li></ul><ul><li>Secure FTP (optional) </li></ul>
  15. 15. Step #1: Compile necessary data for obtaining the usage reports <ul><li>Provider </li></ul><ul><li>Storage directory </li></ul><ul><li>Resource Type </li></ul><ul><li>COUNTER compliant </li></ul><ul><li>Usage site URL </li></ul><ul><li>User-id </li></ul><ul><li>Password </li></ul><ul><li>Contact </li></ul><ul><li>Status </li></ul><ul><li>Reports </li></ul>
  16. 16. Step #2: Decide on a naming convention for the usage reports <ul><li>For example: </li></ul><ul><li>2009Jn1-ArticleRequests.xls for Journal Report 1 </li></ul><ul><li>2009Db1-DbSearchesSessions.xls for Database Rpt 1 </li></ul><ul><li>2009Bk1-TitleRequests.xls for Book Report 1 </li></ul><ul><li>2009Usage.xls or 2009Usage.html or more descriptive names for non-COUNTER reports </li></ul>
  17. 17. Step #3: Create local directories and sub-directories <ul><li>Create 3 main directories such as journals, databases and eBooks for COUNTER reports </li></ul><ul><li>Create another for non-COUNTER reports </li></ul><ul><li>Create appropriate sub-directories under each </li></ul>
  18. 18. Step #4: Gather and Store usage reports <ul><li>Gather reports from provider </li></ul><ul><li>Save them to the sub-directories discussed in step #3 </li></ul><ul><li>Use the names discussed in step #2 </li></ul>
  19. 19. Step #5: Create & copy menu page to each storage directory <ul><li>Create 4 types of “index.html” with links to the various usage reports </li></ul><ul><li>Copy each to appropriate set of sub-directories </li></ul>
  20. 20. Step #6: Create an A-Z menu to the usage web site <ul><li>HTML page (index.html) with just the header and footer syntax </li></ul><ul><li>In Excel create the body portion of the HTML page </li></ul>
  21. 21. Step #7: Transfer sub-directories to the web server <ul><li>Transfer all the directories and its contents to the web server </li></ul><ul><li>Transfer main index.html file </li></ul>
  22. 22. Usage web site
  23. 23. Journals Menu
  24. 24. Calculating Cost Per Use <ul><li>E7 =$M$1/(COUNTA(A:A)-6)/R7 </li></ul><ul><li>E8 =$M$1/(COUNTA(A:A)-6)/R8 </li></ul>
  25. 25. Website Challenges <ul><li>Obtaining current list of licensed packages </li></ul><ul><li>Locating vendor contact </li></ul><ul><li>Designating person for receiving usage reports </li></ul><ul><li>Requesting usage reports or login information to provider usage web site and d ownloading reports </li></ul><ul><li>Splitting vendor provided single reports into separate reports </li></ul><ul><li>Generating separate reports for individual databases </li></ul><ul><li>Creating Excel reports from CVS or Tab-delimited files </li></ul><ul><li>Generating usage reports from web logs </li></ul>
  26. 26. Use of the Assessment Tool for Decision Making <ul><li>Usage Statistics: an important criterion in analyzing </li></ul><ul><li>e-resources </li></ul><ul><li>Other criteria such as price, interface, content overlap, technology, curriculum need, etc. </li></ul><ul><li>Utilized for Collection Realignment Project </li></ul>
  27. 27. Collection Realignment Project <ul><li>Collection review project: August, 2008 </li></ul><ul><li>Goal: reduce recurring commitment due to budget cut with minimal impact on ASU community </li></ul><ul><li>CSC members consulted subject librarians and public services staff </li></ul><ul><li>Strategies: duplicate formats; low use; existence of programs/research; full-text versus abstracts/indexes </li></ul>
  28. 28. Collection Realignment Project <ul><li>Resources identified mainly in three areas: Sciences, Social Sciences, and Humanities </li></ul><ul><li>Potential candidates for cancellation: 178 titles </li></ul><ul><li>List shared with faculty through website for feedback </li></ul><ul><li>300+ feedback: most of them positive </li></ul><ul><li>Final list: 135 titles (80 databases; 40 e-journals; 15 CD ROM/print standing orders) </li></ul><ul><li>Saving: 6.6% Materials budget </li></ul>
  29. 29. User Survey Results <ul><li>50% - Response rate </li></ul><ul><li>100% - Used the tool </li></ul><ul><li>100% - Serves as a valuable assessment tool </li></ul><ul><li>100% - Assists in timely collection development decision making process </li></ul><ul><li>57% - Data adequate </li></ul><ul><li>43% - Data not adequate </li></ul>
  30. 30. User Survey Feedback <ul><li>Explicit definitions for non COUNTER compliant resources </li></ul><ul><li>Requires regular updates of data, cost information </li></ul><ul><li>Organization of data in HTML format </li></ul><ul><li>Host in ERM </li></ul>
  31. 31. Future Plans and Challenges <ul><li>ERM implemented in March, 2008 with resource and contact information </li></ul><ul><li>Coverage, usage, and license information - second phase </li></ul><ul><li>Not all providers COUNTER complaint </li></ul><ul><li>Manual process in ERM: usage data requires conversion from </li></ul><ul><li>non-XML or non- standard XML format to XML format </li></ul><ul><li>SUSHI complaint providers from 71 in 9/2009 to 110 in 5/2010 – 55% increase: http://www.projectcounter.org/r3/cv.pdf </li></ul>
  32. 32. Questions ? ? ? <ul><li>Do you have any questions? </li></ul><ul><li>Do you have any comment, feedback? </li></ul><ul><li>Smita Joshipura : [email_address] </li></ul><ul><li>James Carvalho : [email_address] </li></ul>
  33. 33. Thank You! 
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