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Using Tableau to Assess Electronic Resources in Context

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Using Tableau to Assess Electronic Resources in Context

  1. 1. Library & Technology Services Using Tableau to Assess Electronic Resources in Context Presenters Katherine Collins, Manager of Electronic Resources Mark Paris, Collections Analysis Librarian
  2. 2. Agenda • Why Tableau • How to Setup Electronic Usage in Tableau • Goal/Purpose of Bringing Data Together • Long-Term Plan • High-Level Overview of Observations Library & Technology Services
  3. 3. Why Tableau • Many data visualization approaches and tools – Balance between flexibility/functionality and ease of use/implementation – On the scale between D3.js and Excel charts, Tableau represents more of a “middle way” • The Brandeis Office of Planning and Institutional Research had licenses to share with the Library • Tableau Desktop pricing: $999-$2000 Library & Technology Services
  4. 4. How to Setup Electronic Usage in Tableau • This “how-to” is geared toward a long-term data use and sustainable processes – MySQL (free) – Python (free) – Text editor suitable for writing code/SQL (color coding) • Komodo Edit (free) • Notepad ++ (free) • MySQL is not absolutely required Library & Technology Services
  5. 5. How to Setup Electronic Usage in Tableau • Sushi_Py_Plus (Python script plus SQL file) – https://github.com/markparis/Sushi_Py_Plus – Sushi_Py was originally written by Josh Welker in 2012 – After bringing the script up-to-date and building functionality for most counter reports (exception: JR5), it works reliably – For Brandeis, it allows us to automatically harvest more than 40% of our counter-compliant electronic usage Library & Technology Services
  6. 6. How to Setup Electronic Usage in Tableau • The “Plus” part of the title on GitHub represents the hybrid approach – SQL script designed to handle tsv or csv files from the remaining vendors • Regular maintenance and monitoring is required for all aspects, but the benefits will be worthwhile Library & Technology Services
  7. 7. Goal/Purpose of Bringing it Together • Most ERM modules and systems don’t promote interoperability or make it easy to see different aspects of library operations in context • Even though we have data coming from different places, Tableau allows different sources to be blended • Launch Tableau Library & Technology Services
  8. 8. Long-Term Plan • Implementation of a collection strategy – Background: collection policy vs. collection strategy – Using data to demonstrate fiscal responsibility to Library stakeholders – Continuing to support the academic excellence of the University – By developing a more comprehensive understanding of how our collection is being used, we will be able to better partner with other institutions Library & Technology Services
  9. 9. High-Level Overview So Far • The Lancet • Number of turnaways vs. ILL Requests • Large renewals and swaps • Low use titles and high turnaway titles by platform • ILL requests • Evaluating e-book programs – Usage by platform and publisher – User behaviors Library & Technology Services
  10. 10. High-Level Overview So Far • Acknowledge that more work/development of these tools is needed – EZProxy logs – Cost per use – Older circulation data • Challenges – Library data lives in many different places – Standardization (ILL, Counter, etc.) Library & Technology Services
  11. 11. Thank You Katherine Collins MS 045 Brandeis University P.O. Box 549110 Waltham, MA 02454-9110 (781) 736-4731 Mark Paris MS 045 Brandeis University P.O. Box 549110 Waltham, MA 02454-9110 (781) 736-4695 Library & Technology Services

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