how we used to build the future: 30 years of collection development trends

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How We Used to Build the Future: 30 Years of Collection Development Trends Moderated by Laurie Kaplan NASIG – 30th Anniversary Meeting Thursday, May 28, 2015 lkaplan@proquest. com

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Page 1: How We Used to Build the Future: 30 Years of Collection Development Trends

How We Used to Build the Future:

30 Years of Collection Development Trends

Moderated by Laurie KaplanNASIG – 30th Anniversary Meeting

Thursday, May 28, 2015

[email protected]

Page 2: How We Used to Build the Future: 30 Years of Collection Development Trends

Dani Roach – University of St. Thomas – representing the library perspective of the first 20 years of collection development during NASIG’s existence

Betsy Appleton – St. Edward’s University – representing the most recent 10 years of collection development from the library perspective

Justin Clarke – Harrassowitz – representing a vendor point of view on collection development over the last 30 years

Q&A for the panelists and audience◦ “Poll questions” – show of hands◦ Answers to questions from the panelists◦ Q&A at the end of the presentation

Panel and Audience Participation

Page 3: How We Used to Build the Future: 30 Years of Collection Development Trends

First published in 1932

Original title: Periodicals Directory: A Classified Guide to a Selected List of Current Periodicals Foreign and Domestic by Carolyn Ulrich, chief of the Periodicals Division of the New York Public Library

For more information on Carolyn Ulrich, see the piece posted on the ProQuest website at http://www.proquest.com/blog/2012/the-story-of-carolyn-ulrich.html

Ulrich’s Periodicals Directory™ – Quick History of the Print Product

1st Edition (1932) 53rd Edition (2015)6,000 titles 231,320 titles183 subject headings 903 subject headings323 pages 11,820 pages$10.00 list price $2,395 list price

Page 4: How We Used to Build the Future: 30 Years of Collection Development Trends

1980s: Ulrich’s Plus – CD-ROM released as state of the art delivery of content, updated quarterly (1986)

1990s: Ulrichsweb is released – online, 3rd party links – “New dynamic for the 21st Century” (1999)

2000s: Ulrich’s Serials Analysis System is released – enables comparisons of library serials against Ulrich’s or other databases from the online Ulrich’s system (2003)

2010s: Ulrichsweb is redesigned – incorporates features requested by clients and enables use on various devices

2014-2015: Ulrich’s in Intota – data for collection analysis and ROI Assessment

Ulrich’s Evolves Over 30 Years

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1990s and before: Good working relationship with Library of Congress and International ISSN Center◦ Researched using LC and ISSN Portal for direct data

2000s: Bowker employee embedded in the Library of Congress to work part time for Bowker on Ulrich’s data and part time for LC assigning ISSN

2010s: Refocused the position at the LC (now a ProQuest employee) to work with the knowledgebase and PQ MARC records part time and with ISSN assignments for LC part time

Relationship with US ISSN Center

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Announcing Ulrichweb™ (1999)

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Images from the Wayback Machine

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Images from the Wayback Machine

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And more stats for the current database:

Ulrich’s Stats Over the Last 30 Years

All Active PublishersSmall Publishers (10 or fewer titles)

104,623 publishers 102,319 publishers239,514 active titles 151,857 active titles

Data Point 1985 1995 2005 2015Periodicals (total) 95,000 165,000 188,550 231,320Refereed publications 2,500 10,000 21,800 37,728CD-ROM titles (1986) n/a 1,963 6,700 7,300Electronic titles n/a 5,517 45,000 107,269Open Access Journals (2004) n/a n/a 1,970 9,821

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Heading into the future . . .New collection development tools focused on the lifecycle of library resources:

Images from ProQuest.com

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Collection Development Blasts from the Past

c.1985-2004

Dani Roach, University of St. Thomas (St. Paul, MN)

[email protected]

Page 12: How We Used to Build the Future: 30 Years of Collection Development Trends

Changing formats? Tools available to measure usage and value of

collections? Mechanisms for discovering new materials to add

to our collections? What has changed more – our collections, or our

collection development practices?

What’s interesting about looking back?

Page 13: How We Used to Build the Future: 30 Years of Collection Development Trends

What did our collections look like?

c. 1985 c. 2004

Print books Print journals Indexes and abstracts Micro formats Other (VCRs, laserdisks,

LPs)

Online and print books and journals

Databases (with and without full text)

Other physical and online formats

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What did we measure?

c. 1985 c. 2004

What we owned (volumes)

Things we could count (titles added)

Money spent on collections and their maintenance

Usage (book check outs, journals re-shelved)

What we licensed (leased vs. perpetual)

Any thing or activity we could count, or total

COUNTER statistics (journal articles viewed)

Network statistics

Page 19: How We Used to Build the Future: 30 Years of Collection Development Trends

Recording and counting hatch marks Counting names on a the library card Punch cards pulled from a book pocket Date stamps Creating spreadsheets that integrate use and cost Scanning Barcodes Publisher site recognizing downloads within our IP

range

Tools used – from manual to semi-automated to automated

Page 25: How We Used to Build the Future: 30 Years of Collection Development Trends

Tools for assessment

c.1985 c. 2004

Counts, size Usage and cost per use Budget Reviews (market specific

print tools) Journal citation factor Observation, experience

Everything from 1985, plus Collection comparisons ROI Cost per anything that

could be measured Online resources Online user surveys, chat

Page 26: How We Used to Build the Future: 30 Years of Collection Development Trends

Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.

Page 27: How We Used to Build the Future: 30 Years of Collection Development Trends

Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.

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Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.

ACRL Stats taken from: Statistical Summaries for Academic LibrariesSummary reports from ACRL's 2000 Academic Libray Trends & Statistics: http://www.virginia.edu/surveys/Projects/ACRL/2000/home.htm

Page 29: How We Used to Build the Future: 30 Years of Collection Development Trends

Tools for discovery

c. 1985 c. 2004

Print catalogs Publisher and vendor

promotions Word of mouth,

conferences, displays Deposit accounts Approval plans (physical,

slips, profiles)

Everything from 1985, plus

Online/emails/web sessions with vendors and publishers

Via established profiles

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Collection Development: The Past Decade

Betsy Appleton, St. Edward’s University, Austin, TX

[email protected]

Page 35: How We Used to Build the Future: 30 Years of Collection Development Trends

Panelist Has Early Encounter with Periodicals, circa 1985

Image Credit: Karen Appleton

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Is it what has changed, or what has not changed?

Are we using the tools we created in the ways we expected ?

What have we stopped doing, and why?

What is interesting about the past 10 years?

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What do our collections look like?

c. 2005 c. 2015

Scarborough-Phillips Library Website, St. Edward’s University, April 25, 2006, http://web.archive.org/web/20060425102740/http://libr.stedwards.edu/

Munday Library Website, St. Edward’s University, May 5, 2015, http://library.stedwards.edu/

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What are we measuring?

c. 2004/5 c. 2015

As Dani Notes: What we licensed (leased

vs. perpetual) Any thing or activity we

could count, or total COUNTER statistics

(journal articles viewed) Network statistics

Everything to the left &… What we access

◦ Open Access◦ COUNTER > Journals◦ Website Analytics

Research Indicators◦ Altmetrics◦ UX/User Behavior

Measuring time, by Louise Docker: http://www.flickr.com/photos/14516334@N00/286709039/

Page 39: How We Used to Build the Future: 30 Years of Collection Development Trends

(Most) Everything to the left &…

It’s all Cloudy Library Services

Platforms Knowledgebases Discovery Services SERU

Tools we use

c. 2005 c. 2015

Link Resolvers ERMS/A-Z Lists Federated Search Integrated Library

Systems Record Sets Model Licenses

iPod, 5th Gen. 2005 from http://en.wikipedia.org/wiki/IPod_Classic

Apple Watch, 2015 from http://en.wikipedia.org/wiki/Apple_Watch

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Organizational Changes2005

• Mergers! Bankruptcies! Budget Cuts!• “Someone can do E-Resources On the Side” (…)

• Reorganization: Print VS. Electronic tasks• Re-Reorganization: Print AND Electronic tasks

2015

• New Roles: Scholarly Communications, IRs, Data Services, etc.

• Mergers! Bankruptcies! Budget Cuts!

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What is interesting about the past 10 years?

Is it what has changed, or what has not changed?

Are we using the tools we created in the ways we expected ?

What have we stopped doing, and why?

Returning to my questions…

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Collection Development: A vendor perspective

Justin Clarke, HARRASSOWITZ Booksellers & Subscription Agents

[email protected]

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An emerging theme:

Image from en.wikipedia.org

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Simpler times:

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Or maybe this is the theme:

Image from www.ddo.com

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Rich bibliographic information Publisher mergers and splits Claiming cycle Format information Coverage Backfile availability Platform and access information Post cancellation access rights Licensing information Standard Terms and Conditions All kinds of helpful links And more!!!

A little more complex:

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FTE count IP ranges Carnegie Classification Institutional sites Proxy server information Consortial participation License cycle Individual contact details

Another layer of complexity:

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Print catalogs to online vendor systems for: Ordering Renewing Claiming Financial data Cancelling Etc.

Automation – EDI - Standards

Management Reports to assist with analysis

The tools we provide:

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The Big Deal

Open Access

DDA, Tokens

E-Books

Even more tracking…

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Questions

Thank You!