ALCTS CMS Collection Evaluation and Assessment Interest Group

Here's a reminder about the upcoming ALCTS Collection Evaluation and Assessment Interest Group Midwinter Meeting session scheduled for:

 

Saturday, January 25, 2020

1-2 pm

Pennsylvania Convention Center, Room 113-A

 

 

Lightning Round of Hints and How-to's on Collection Tracking and Assessment

 

Learn how your colleagues are managing, sharing, and interpreting collections-related data at this lightning round, and question/answer session.  Presentations include:

 

1. Streamlining Internal Communication about Streaming Video Leases

 

Miami University moved Kanopy to a mediated model. A solution was needed to allow selectors to review expiring titles and notify cataloging of additions or deletions. I used Google Sheets to make information available. The Cataloging sheet includes basic information, unique identifier, and status for simple communication about titles. The Selector sheet pulls data from the Cataloging sheet. It automatically updates so selectors have accurate information to communicate renewal decisions in the sheet, as needed. Titles are sorted into tabs based on end date, allowing monthly reviews to be manageable. Usage data populates on the same line as the title. The usage data can be updated easily, as it is held in a hidden tab that populates based on a match point. In the future, it will include if the title was a faculty request, due to popular demand. Cataloging and Selectors value different data. These Sheets reflect those needs.

 

Cara Calabrese, Acquisitions and Access Librarian, Miami University

 

2. The Print Journal Hurdle: Using Collection Analysis to Expedite Collection Transfers

 

As librarians seek a mindful balance between limited stacks space, new print acquisitions, and demand for collaborative spaces, there is an essential need to transfer or deaccession thousands of print volumes. Responsibility for collection decisions falls principally to subject bibliographers, but in urgent cases it is necessary to resort to collection analysis to efficiently manage the process. This presentation will review how a team of librarians worked together to identify electronic and print overlap within large journal sets for an expedited transfer of materials. Collaborative efforts and tools such as Alma Analytics and Excel have helped with this evaluative process. Learn about the strategies used to asses these large collection issues and goals for the future.

 

Anne Larrivee, Social Science Librarian and Collections Analyst, Penn Libraries, University of Pennsylvania

Eileen Kelly, Head of Collection Management, Penn Libraries, University of Pennsylvania

 

3. Flipping the Script: Cost Savings Through Data-driven, Selector-Mediated Serials Renewals

 

In this short talk, I will discuss how a small procedural change to our annual serials renewal workflow lead to the cancellation of several high cost/low use titles. I will cover why the change was made, the data points we used to flag a title for review, how the new process was communicated to our selectors and the cost savings we ultimately achieved. I will also present ideas to streamline the process in the future and demonstrate how it can easily be adjusted according to budgetary needs.

 

Jonathan Shank, MS, MLIS, Head of Budget, Acquisitions and Discovery, University of Richmond

 

4. Making Sense of Collections Usage Data Through (Tableau) Visualizations

 

We have used several tools to collect and present collection assessment data, including LibInsight (Springshare) and Tableau.  These two platforms have become our data warehouse and have allowed us to collect and analyze data for a variety of projects ranging from simple tracking of print material usage to taking deeper dives into the complex workings of our approval plans, DDA program and electronic resource usage.  These tools have enabled us to compile and centralize data from disparate sources and share that information with the people who need it to make informed decisions. We propose to discuss the lessons we have learned and share the handy platform tools, tips and tricks that we have picked up along the way.

 

Berenika Webster, PhD, Director of Assessment and Quality Assurance, University of Pittsburgh – University Library System

Anne Koenig, MPIA, MLIS, Senior Assessment Specialist, University of Pittsburgh – University Library System

 

5. The Collection Comparison Conundrum

 

As universities add new programs, librarians must continually assess their collections and determine whether the library has adequate materials. These reports need to be in depth and comprehensive, comprehensible for non-librarians, and persuasive if the library is requesting new funding. In order to do this, the library must compare their collection with other top university collections, but many catalog systems are not comparable. Ying and Sara will briefly breakdown what they include in their report template, and frustrations they encounter when attempting to compare collections.

 

Ying Zhang, Head, Acquisitions and Collection Services, University of Central Florida Libraries

Sara Duff, Acquisitions and Collection Assessment Librarian, University of Central Florida Libraries

 

All are welcome!

Lisa

 

Interest Group Conveners:

Co-chair: Tasha Cooper, Collection Development and Analysis Librarian, Syracuse University

Co-chair: Lisa (Leyser) Jochelson, Lead Acquisitions Librarian, Ralph J. Bunche Library, U.S. Department of State

Incoming chair: Stephanie Church, Acquisitions Librarian, Case Western Reserve University

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Lisa Jochelson
Lead Acquisitions Librarian
US Department of State
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