Presentation for 2015 NorCal Conference

1. TIPS & TRICKS TO HELP
MANAGE E-RESOURCES
Jessica Harris
Head of Electronic Resources & Serials
Santa Clara University

2. SANTA CLARA UNIVERSITY

3. SANTA CLARA UNIVERSITY

4. WHO ARE WE?
Associate
University
Librarian
Head of
Cataloging
Acquisitions
Specialist
Cataloging
Specialist
Head of Electronic
Resources &
Serials
Electronic
Resources
Assistant
Technical Services
Assistant

5. OUR PRIORITIES

6. MAPPING THE ERM

7. MAPPING THE ERM

8. MAPPING THE ERM

9. MAPPING THE ERM

10. MAPPING THE ERM

11. HOW IS YOUR WORK FLOWING?

12. HOW IS YOUR WORK FLOWING?
Sarah Barbrow, Megan Hartline, (2015) "Process mapping as
organizational assessment in academic libraries", Performance
Measurement and Metrics, Vol. 16 Iss: 1, pp.34 – 47
Process changing hands

13. USING LUCIDCHART
HTTPS://WWW.LUCIDCHART.COM
https://www.lucidchart.com/pages/usecase/educatio
n

14. USING LUCIDCHART
HTTPS://WWW.LUCIDCHART.COM

15. FINDING ACCESS ISSUES

16. FINDING ACCESS ISSUES

17. FINDING ACCESS ISSUES

18. FINDING ACCESS ISSUES

19. CREATE YOUR STRATEGY

20. YEAR ONE
MARCH
Journals
YEAR TWO
MARCH
SCELC
Resources
YEAR TWO
NOVEMBER
Streaming
Videos
YEAR THREE
MARCH
Remaining
E-Resources
YEAR THREE
NOVEMBER
Standing
Orders
CREATE YOUR STRATEGY

21. YEAR ONE: JOURNAL ASSESSMENT
Harker, Karen; Enoch, Todd & Crawford, Laurel. Keeping it Real: A Comprehensive and Transparent Evaluation of Electronic Resources.
UNT Digital Library. http://digital.library.unt.edu/ark:/67531/metadc407874/. Accessed November 17, 2015.

22. EXCEL TIPS & TRICKS

23. MERGING DATA
How can I merge data from multiple reports into one spreadsheet?

24. VLOOKUP
=VLOOKUP(A2,'Price History'!$A$2:$F$16,4,FALSE)
1 2 3 4

25. SUMMING TOTALS
(BASED ON MULTIPLE VARIABLES)
How much $ did we save in cancellations for the Biology department?

26. SUMIFS
=SUMIFS(TabName!$G$4:$G$100, TabName!$D$4:$D$100,"BIO",TabName!$Q$4:$Q$100,"x*")

27. COUNTING TOTALS
(BASED ON MULTIPLE VARIABLES)
How many titles were transferred to online-only for the Chemistry department?

28. COUNTIFS
=COUNTIFS (TabName!$D$4:$D$100,”CHEM",TabName!$P$4:$P$100,"x*")

29. SUMMARIZING RESULTS
I’m finished with my assessment. How can I quickly compare results across departments, formats, etc.?

30. PIVOT TABLES
Within Excel, highlight all data, then go to Data  PivotTable.
# of journals per department Average 2015 cost per department Type of decision made per department

31. Jessica Harris
Head of Electronic Resources & Serials
Santa Clara University
jaharris@scu.edu
ANY QUESTIONS?