Using Tableau to Assess Electronic Resources in Context
Download as PPTX, PDF1 like315 views
Katherine Collins and Mark Paris presented on using Tableau to analyze electronic resource usage data from multiple sources. They discussed why Tableau was chosen, how to set up electronic usage data in Tableau by harvesting COUNTER reports and other usage files, and their goals of bringing different data sources together to inform collection decisions and demonstrate value to stakeholders. Their initial analysis in Tableau has shown usage patterns by resource, platform, and publisher which they plan to expand on by integrating additional library data over the long term.
Using Tableau to Assess Electronic Resources in Context
- 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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