Get 'em in, Get 'em out: Finding a Road from Turnaway Data to Repurposed Space
- 1. Nikki DeMoville Electronic Resources Coordinator California Polytechnic State University San Luis Obispo Finding a Road from Turnaway Data to Repurposed Space
- 2. Goals Tools & Processes Results Using COUNTER JR2 Reports Introduction
- 3. November 2013 Shepley Bulfinch architects hired 5-10 year master space plan Background December 2013 Use it or lose it funding mandate Extra $125,000 for collections
- 4. January – April 2014 Planning process mandate: Clear space in the stacks Budget process mandate May 1 deadline for large invoices Early April: Identify, select, and finalize purchases May 2014 – June 2014 All ERM and cataloging processes Withdraw all print Timeline
- 5. Short timeline (6 months) Small staff (green highlighted staff completed project) Challenges IRRS @ Kennedy Library (ERM, Cataloging, Acquisitions, and ILL)* Director, Information Resources & Resource Sharing Electronic Resources Coordinator Information Resources Coordinator Serials Coordinator Cataloging Specialist Acquisitions Specialist Resource Sharing Specialists (2) + Reference Specialist (0.5, on loan from Academic Services) *Kennedy Library is the sole library serving Cal Poly, a master’s university with 20,000 students
- 6. Serve multiple goals at once Spend funds before deadline On content with proven need That also let us remove print Goal 1: Bang for the Buck
- 7. Identify what users are trying to access online We found: Our users were trying to get to older journal content Our discovery systems clearly direct users to available print BUT Low circulation metrics and high dust levels show that our users avoid print copies Solution: Where turnaways are high, purchase online backfiles Goal 2: Better Access
- 8. Preservation: Check all withdraw candidates against WEST Environment: Recycle withdrawn volumes Partnerships: Backfile purchases support interlibrary resource sharing Goal 3: Reduce Impact
- 9. Align indexes with online back-file holdings Goal 4: Increase Discovery Image by Chuck Coker, https://www.flickr.com/photos/caveman_92223/4750606873
- 10. Identify candidate titles Justify expenditure Assess usage Goal 5: Evidence-informed
- 11. Looked at several platforms and publishers Chose ScienceDirect for content And Thomson Reuters for indexes Began gathering as much data as possible Getting Started
- 12. Consistently high usage on our campus Significant front-file holdings made back-file turnaways easy to identify No existing back-file licenses Strong correlation with print holdings Clean, easily available usage and holdings data Why ScienceDirect? http://cheezburger.com/423941/winners-of-the-pompous-albert-caption-contest
- 13. Source Data Elsevier Title lists Back-file prices (packages & individual titles) Usage data (JR2 Access Denied) Front-file holdings Serials Solutions Back-file holdings (non-Elsevier) Innovative Interfaces Millennium Print holdings and circulation data Thomson Reuters Lists of indexed titles Western Storage Trust WEST Collection Comparison report Data Used
- 15. Template Paste in Formulas handle the rest
- 16. Turnaways Back-file depth Front-file subscription Print holdings Price of package Decision Criteria
- 17. Evaluated 24 back-file packages Selected 11 packages + 2 individual titles Choosing Packages Easy winner Doesn’t make the cut (for our campus)
- 18. Serials Solutions Knowledgebase, ERM, Summon MARC records SFX Link Resolver Innovative Interfaces Millennium Load MARC records Rapid ILL Refresh electronic holdings, set flag for lending Purchase & Activate
- 19. Print circulation Total including in-house Currency Dustiness Preservation Western Regional Storage Trust (WEST) Withdraw Factors
- 20. Pull from shelves Suppress & delete print holdings WEST offers Recycle volumes RapidILL Refresh print holdings Withdraw Process
- 21. Discovery How far back does your indexing go? Cal Poly: 1975 online
- 22. Thomson Reuters Web of Science Compared title lists Existing journal back-files Newly added journal back-files Discovery – What to add?
- 23. Project data: Title lists from Web of Science Title lists from ScienceDirect backfiles Title lists from other back-files (JSTOR, Wiley) Match on ISSN Discovery – Closer Look
- 24. Be careful of duplication For our grouping of titles, Science Citation Index & BIOSIS Previews overlapped heavily Best choices for us, based on match rates: Science Citation Index – back to 1955 Social Science Citation Index – back to 1956 Zoological Record – back to 1864 Very preliminary assessment: did it work? Existing back-file use across publishers increased in the Social Sciences Existing back-file use across publishers did not increase in the Sciences Discovery – What We Learned
- 25. Linear feet replaced by online backfiles Space Recaptured Multi-year, multi-phase project Most print withdraws for material already licensed
- 26. Space In Transition Transition collection to e-preferred Continue withdraws for licensed content Strategic online replacement Assess remaining print
- 27. Group Study Space Repurposed - Next Faculty – Student Collaboration Campus Partners
- 28. Space Repurposed - Future Images: Shepley Bulfinch / Anna Gold
- 29. Quick summary Usefulness Our JR2 experience COUNTER Reports Illustration from Margarita philosophica, 1503, by Gregor Reisch (d. 1525). Typ 520.03.736, Houghton Library, Harvard University
- 30. Basic definition: All successful full text requests, regardless of year Useful for: Simplest measure of total usage Identify high-use journals Clues to usage patterns—browsing vs. downloads Caveats: Doesn’t separate front- and back-files COUNTER JR1
- 31. Basic definition: Full text requests from an archive Useful for: Separate usage for back-files Quick usage assessment after back-files are licensed Caveats: Older report, optional with COUNTER version 4, may not be available Basically replaced by JR5 COUNTER JR1a
- 32. Basic definition: All successful full text requests, broken out by year of publication Useful for: Assessment Usage patterns New vs. old – half-life and speed of decline Trend analysis & projection COUNTER JR5
- 33. Doesn’t measure what you don’t have Usage for articles > 15 years old often combined Trend analysis past 15 years becomes problematic Can help to decide if embargoed access is enough JR1 HTML-PDF ratio can give context to high counts for current content Look for changes to the pattern year-over-year JR5 Tips
- 35. Basic definition: Access Denied: content item not licensed ScienceDirect : When a user tries to access an article or chapter to which they are not subscribed and which is not accessible through open access, the user is directed to the abstract version. (http://usagereports.elsevier.com/Report_Descriptions/COP4%20communication.pdf) Useful for: Prediction Finding out what your users are trying to access COUNTER JR2
- 36. Only measures turnaways in the native platform Does NOT count attempted use through link resolver Best suited to large publishers (“destination” sites) Things to look for: High usage (JR1 or JR5) Search stats (DB1) if available Platform design that drives additional use JR2 Tips
- 37. Conversion to usage Mean difference across the entire package was -6.6 Median difference across the package was 0 Comparison is for purchased titles, back-files only Additional 748 turnaways for front-file content in 2014-15 How JR2 Compared to Usage 2014-15 Article Requests 2013-14 Turnaways
- 38. 2013-14 (Turnaways) 2014-15 (Back-file Use only) 2013-14 Use (Front-file only) 2014-15 Use (Front-file only) Animal Behaviour 111 127 548 795 Soil Biology and Biochemistry 21 36 271 366 Aquaculture 97 100 304 255 Behaviour Research and Therapy 90 45 277 262 Journal of Biomechanics 258 186 1,123 1,731 Turnaway/Request Examples
- 39. Capstone projects, theses, and faculty research can have a large effect, especially at non-research- intensive campuses Expect Fluctuation 2013-14 (Turnaways) 2014-15 (Back-file Use only) 2013-14 Use (Front-file only) 2014-15 Use (Front-file only) Journal of Human Evolution 81 9 158 46 Vaccine 4 14 432 873
- 40. JR2 is an indicator of interest that requires low effort by the user ILL requires more user effort, so barrier is higher ILL numbers tend to be very small compared to licensed use Owning the content in print mostly prevents ILL requests JR2 Compared to ILL 2013-14 ILL Requests 2013-14 (Turnaways) 2014-15 (Back-file Use only) Behavior Therapy 4 58 27 Journal of Dairy Science 0 373 309 Veterinary Parasitology 5 5 9
- 41. JR2 can show you content your users want … … but only if it’s online JR2 and Print Holdings Journal of Dairy Science Print Holdings in open stacks 2001-2009 Print Holdings pageable from storage 1917-2000 Online Holdings 1995-current Total use of print volumes since 1980s 437 Last recorded use of any print volume Pre-1996 Online use 2013-14 (front-file content) 1,854 Turnaways 2013-14 373 Back-file use 2014-15 309
- 42. Current content generates more attention If back-file content is licensed, remaining turnaways signal interest in front files Identifying Potential Subscriptions Journal of Equine Veterinary Science May 2013-Apr 2014 (JR5 Use – All) 0 May 2013-Apr 2014 (JR2 Turnaways) 112 May 2014-Mar 2015 (JR5 Use – Only back-files licensed) 66 May 2014-Mar 2015 (JR2 Turnaways – Front-files not licensed) 86 Apr 2015 (JR5 Use – Back-files licensed) 8 Apr 2015 (JR5 Use – Front-files – Subscription begins) 117
- 43. The Undocumented Title Not on any list, not activated anywhere Used anyway! Print: not used, layer of dust Possible of indicator of strength of ScienceDirect platform The Access Glitch Temporary access loss showed up in JR2 reports Interesting Side Notes
- 44. New coverage: 4,568 years across 252 title families 3,300+ uses in the first year Favorable cost per use 600 linear feet of shelf space recaptured NO COMPLAINTS! Final Results
- 45. Thanks for listening! Contact me: Nikki DeMoville ndemovil@calpoly.edu