Keeping the Best in Challenging Economic Times

Greg Raschke and Annette Day,

North Carolina State University

ALA Annual Conference

July 12, 2009

Day in the Life – Collections Review 1995 Consider price, impact factor,

and editors Print use or citation studies – if

they have been done recently User community feedback via

lists Static and temporary

Apply domain expertise and institutional knowledge

Transparency and accountability

Move money from book funds Ask/Pray/Meditate for more

money next year

Day in the Life – Collections Review 2000 Consider price, impact factor,

and editors Print use and citation

studies(?) – if available Introduce web logs if you can

get them in a workable state User community feedback via

lists (online this time) Static, but electronic and

more available Apply domain expertise and

institutional knowledge Move money from book funds Ask/Pray/Meditate for more

money next year

Day in the Life – Serials Review 2004 Web logs and e-usage data

(not enough) Publication data and citation

patterns (if you can get them) Impact factor Weigh price against usage User community feedback via

lists (online forms this time) Maintain big deals and access

gained over past decade Apply domain expertise and

institutional knowledge Move money from book funds Ask/Pray/Meditate for more

money next year

Day in the Life – Collections Review 2009 – General Assumptions Truly embrace evidence based

decision making Resource management based

increasingly on use Less tolerance for and less

investment in lower use general collections

Use based and user driven collecting models will take growing share of budget

Local collection has become more a part of growing discovery and access at network level

Day in the Life – Collections Review 2009 – Presenting and Packaging Data User community feedback via

interactive, database-driven applications

Weigh/calculate/quantify user feedback

Community Feedback ((Weighted Ranking x % Match) x Total # Rankings) + 0.1 x # of "1s“

Day in the Life – Collections Review 2009 – Presenting and Packaging Data Bibliometrics - publication data and citation patterns (e.g LJUR) Impact factor and eigenfactor Standardized usage data (where available) Quadrangulation of data Weigh price against multiple data points Usage ((07usage+08usage/5)+(publications*10)+ (citations*5)+

(Eigenfactor*10) Price/feedback value Price/data value Merge results to filter titles into 5 tiers

Day in the Life – Collections Review 2009 Network effect emphasizing content Packages and agreements Allocation assessment via multi-disciplinary lens Weigh investments against institutional data in a

consistent, technology enabled way – identify stagnation

Assessing via Institutional Lens

Assessing via Institutional Lens

Day in the Life – Collections Review 2009 Apply domain expertise and

institutional knowledge Revisit large agreements in

context of large-scale cuts Maintain access gained over

past decade Truly innovate, collaborate,

and look at new models – particularly for books and databases

Get right content, highest ratio of use and service per dollar

Still Ask/Pray/Meditate for more money next year

Issues and Cautions

Not enough data - still lack much of the comprehensive data we need – must improve quickly

Data can punish niche areas, disciplinary variation, and titles without data

Tools and views to consistently monitor performance Monitoring usage trends and patterns and responding accordingly –

active, consistent review and reporting Changing budget targets Granular command of orders to packages to titles (ERM’s are not

close to there)