applying performance measurement to safeguard budgets: qualitative and quantitative measurement of ...
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Presented at the Library Assessment Conference, Charlottesville, VA, 31st of October 2012.TRANSCRIPT
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Library Assessment Conference 2012 Chalottesville, VA.
Selena Killick Library Quality Officer, Cranfield University @SelenaKillick
Applying Performance Measurement to Safeguard Budgets: Qualitative and Quantitative Measurement of Electronic Journal Packages.
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Cranfield University
• The UK's only wholly postgraduate university
focused on science, technology, engineering and
management
• One of the UK's top five research intensive
universities
• Annual turnover 2010/11 £169m
• Over 40% of our students study whilst in
employment
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Expenditure on Journals
2006-07 2007-08 2008-09 2009-10 2010-11 2011-12
£
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Information Expenditure by Format 2010-11 Print Books
4% eBooks 4%
Print Journals 5%
eJournals 63%
Databases 24%
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Information Expenditure by Format 2010-11 Print Books
4% eBooks 4%
Print Journals 5%
eJournals 25%
Big Deals 38%
Databases 24%
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Evaluating the Big Deals Requirements:
• Systematic
• Sustainable
• Internal benchmarking
• Elevator pitch
• So what?
• Enable informed decision making
• Demonstrate smart procurement
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New Approach
Quantitative: • Size
• Usage
• Coverage
• Value for Money
Qualitative: • Academic Liaison
• Reading Lists Review
CONYERS, A., 2007. What do publisher usage statistics tell us? The Analysing Publisher Deal project from Evidence Base.
SCONUL Focus, no.40, pp.72-76, Available at: http://www.sconul.ac.uk/publications/newsletter/40/25.pdf.
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Quantitative Metrics Including:
• Average number of downloads per title
• % of titles with zero downloads
• Average cost per title
• Usage of core titles
• Cost per full-text download
• Overall
• For each core title
• Three-year trends for most popular titles
• Number of core titles in Top 30 most popular titles
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Considerations
• When to measure from/to? • calendar, financial/academic, or contract year?
• Which titles make up our core collection?
• Do we have access to all of the ‘zero use’ titles?
• What constitutes Low/Medium/High?
• What about the aggregator usage statistics?
• Do we trust the usage statistics?
• What is the size of the target population?
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Subscribed Titles
For each core title the cost, downloads, and cost-per-
download categorised:
Zero
Low
Medium
High
Cancel?
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Systematic Analysis
• Excel Template using three main data sources:
• COUNTER JR1
• Subscription agent financial report
• Student and Staff population data
• Automated as much as possible
• Match formulas working with ISSNs to link title price to usage/holdings
• All calculations are completed automatically when the data sources are added
• Results fit onto a one-page printout
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Quantitative Reporting
• Systematic
• Sustainable
• Internal benchmarking
• Elevator pitch
• So what?
• Enable informed decision making
• Demonstrate smart procurement
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Qualitative Measures: Academic Liaison
• Who is using it?
• Why?
• How?
• Who is recommending it?
• How valuable is it?
• What will be the impact if we cancel?
• Teaching?
• Research?
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Effective Knowledge Management
• The Barrington Liaison Tool (BLT)
• Customer Relationship Management tool developed
to capture academic liaison
• Integrated with Enquiry Tracking system
• Web based & device generic
• Reporting on resource usage
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Reading List Review
Analysis of course reading lists:
• What are our academic recommending?
• Where is it published?
• How often is it recommended?
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Quantitative & Qualitative Reporting
• Systematic
• Sustainable
• Internal benchmarking
• Elevator pitch
• So what?
• Enable informed decision making
• Demonstrate smart procurement
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Using the Results What they can do:
• Both qualitative and quantitative measures tell the
story of the resource
• Aid decision making
• Justify procurement
• Safeguard budgets…?
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What they can’t do:
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Closing thoughts
• Is it worth investing in this?
• Qualitative AND Quantitative
• Danger of relying on cost-per-download
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References
• CONYERS, A., 2010. Usage Statistics and Online Behaviour (2). In: G. STONE, R. ANDERSON and J. FEINSTEIN, eds, The E-Resources Management Handbook – UKSG. Burford: UKSG. Available at: http://uksg.metapress.com/link.asp?id=084t98646x2rn62k
• CONYERS, A., 2007. What do publisher usage statistics tell us? The Analysing Publisher Deal project from Evidence Base. SCONUL Focus, no.40, pp.72-76, Available at: http://www.sconul.ac.uk/publications/newsletter/40/25.pdf.
• Lib-Stats discussion list and archive: http://www.jiscmail.ac.uk/LIB-STATS
• TAYLOR-ROE, J. and SPENCER, C., 2005. A librarian's view of usage metrics: through a glass darkly? Serials: The Journal for the Serials Community, 18(2), pp. 124-131.
• Joint Usage Statistics Portal (JUSP): http://jusp.mimas.ac.uk/