Archive for March, 2008

Usage Stats Roundtable at ER&L, Part II

Bonnie Tijerina March 28th, 2008

Below are issues that were touched upon. Hopefully we can have further discussions on these.

Best Practices
It was suggested that we need best practices for gathering and reporting usage statistics. Margaret Hogarth and Virginia Kinman will begin work on this.

Are libraries developing a culture of assessment?
We need to figure out a way to share data with others so we can incorporate the information into how we make decisions.
How are we interpreting or adding value to usage data?

Benchmarks/Baselines
It was asked if there is a way we could derive baselines/benchmarks for subject areas. A ratio between use and FTE was suggested.

User Behavior
Institutions want to use the data that they have to create a better picture of their users. They are working on connecting the data pieces to see where the information is leading. Who is doing this and how are these results used?

NISO Library and Scholarly Usage Data Conversation Wiki
NISO Library and Scholarly Usage Data Conversation wiki was created following the NISO Usage Data Forum, 1-2 November 2007, in Dallas, TX primarily to provide a place for folks who care about library and scholarly usage data to work together to develop a decision framework to help those organizations trying to figure out how to approach usage data.

Usage Stats Roundtable at ER&L, Part I

Bonnie Tijerina March 28th, 2008

This roundtable discussion on Usage Stats was lead by Margaret Hogarth(UC-Rvierside), George Boston(Western Michigan University), and Michael Whang(Western Michigan University). This is an overview of topics covered during the discussion. Contact Margaret for the full notes and contact information - margaret.hogarth at ucr.edu

Case Studies
To begin our discussion, we took a survey to see how many people in the room had well-established usage statistics gathering programs and tools and 4 responded. Most of the other attendees were gathering and processing usage statistics, but doing a significant amount of data manipulation. The 4 gave us an overview of what their gathering looks like.

Nancy Beals (Wayne State) reported that they acquired Scholarly Stats in January, but haven’t used the reports yet. They use Innovative’s ERM and SUSHI, and are supplementing data loading by hand. They were able to justify the cost of the system through the efforts of their Systems Librarian. It will be for use in collection development decisions.
They are still experiencing problems with the cost per use data and SUSHI.

Virginia R. Kinman’s institution (Longwood University) recently purchased Serials Solutions 360 Counter.
They have not been focusing on journal-level statistics, but would like that information. She manually puts non-COUNTER data into COUNTER format so it can be evaluated across the COUNTER-compliant resources.
An assistant does the download and Virginia does the number crunching.
They have set up a fairly complicated Access database with a table for all of elements that match to provider and database. There is a form for each database and the assistant enters the metrics. The assistant prepares the reports and puts them into Excel. They are an Innovative shop, but do not have an ERM. They have put in cost data. Statistics are gathered on a monthly basis.

Joseph Thomas (Cornell University) pointed out that he is new to Cornell and is still in learning mode. They use Scholarly Stats and an ERM, but are having some trouble. They also use JUR (Journal Use Reports) from ISI. Joseph asked what is the right amount of work to do so there is evidence that a resource is being used?

Anita Wilcox’s institution (University College Cork, Ireland) has a 2-tier system for usage statistics. She gathers the local statistics and those for the consortium level, also. In this way members of the consortium share the burden of downloading and disseminating statistics. The report goes out to participating institutions and to the Department of Education. The institutions can then use the statistics reports to negotiate with vendors. In illustration, in 2006 they noticed that Wiley Ref Works wasn’t being used much except for 5 titles. They took the usage information back to Wiley and renegotiated for those 5 titles and Wiley agreed. When institutions buy from vendors, the vendors are aware purchases are based on usage.
Usage statistics are downloaded monthly. There are over 200 databases, so it is a huge task to maintain on a local level.

Feedback Discussion: General Comments

Bonnie Tijerina March 26th, 2008

What’s Missing?

  • Like the case studies; there should be more practical examples of how a library is dealing with their problem
  • Not enough publishers.
  • Need more points of view.
  • More dialog between librarians and vendors. There should be a strong policy so vendors don’t do sales pitch during presentation sessions. Possibly have an open forum with vendors; lightning talks style.

Most Useful

  • Thought cloud is cool. Could be used for next year’s topics.
  • Anything that gives back practical stuff and idea.
  • Trends and issues and how to deal with it.
  • Round tables are good; small number of participants is good.

More Comments

  • Start time should be later! 8am is too early. It’s OK to finish later.
  • We appreciate that registration cost is low. Please keep it that way.

Add any other comments. Thanks everyone for your feedback!

Feedback Discussion: Why do you come to ER&L?

Bonnie Tijerina March 26th, 2008

Some shared their reasons for coming –
Practical stuff we can bring back to home
See what others are doing
Hear and learn about new ideas/concepts
Meet others concerned about these issues
Looking for answers, not more questions

Why do you come to ER&L?

Feedback Discussion: Conference Location

Bonnie Tijerina March 26th, 2008

We discussed the idea of keeping ER&L at the Global Learning Center in Atlanta or moving it around. Some thoughts were:

  • Move around if possible
  • Even/odd year arrangement (east-west coast); alternate location.
  • Facilities and hotel are important; current facility operates really well and provides opportunities to network.
  • Room monitors are really good.
  • Food is good.
  • Spring Break timing is good since the area is less crowded.

A lot depends on costs and availability. Any other thoughts?

Feedback Discussion: ER&L Website

Bonnie Tijerina March 26th, 2008

Comments on the website:
Currently we are using OCS (Open Conference System) to experiment with this open source system created by the Public Knowledge Project .
OCS was easy for presenters to submit proposals, but for our interactive purposes, OCS is rather limited.
Moodle (what we used the last 2 years) was better even though it has limitation as well.

Thoughts:

  • An interactive place for presenters and attendees is important
  • Speaker bios are useful

Idea:

  • Each presenter gets their own page, like how we had the Moodle site set up. One suggestion is to use WordpressMU. Presenters can get notification if anybody made comments on the topic.

To add to the website:

  • Wireless instruction posted ahead of time.
  • Brief schedule/time slots with time line outside the login.
  • Travel Information: More information about Atlanta: visits, places to eat, maps and Public Transit/Marta information

Any more thoughts/suggestions?

Feedback Discussion: Conference Program

Bonnie Tijerina March 26th, 2008

On the last day of the ER&L08 Conference, ER&L planners Elizabeth Winter and Kelly Smith led a Feedback Discussion over lunch. The next several posts are a break down of comments captured by me, Ranti Junus and Jacquie Samples. If your comments weren’t captured or you didn’t make the Feedback Discussion, feel free to comment on these posts.

Thoughts on Conference Sessions

  • The conference is really useful; it’s working; it’s great; vet the abstracts to reduce overlap.
  • Too many similar topics and overlap of topics. Not really clear how one presentation connected with other similar ones and there are plenty of overlap.
  • Consider “lightning rounds” where anyone has 5 minutes to share an idea or a project they are working on.
  • A lot of sessions seems to take a wide variety of user expertise; need more specific topic.
  • Have more publishers to dialog with librarians

Thoughts on Conference Logistics

  • The 45 minutes is good because it forced the presenters on target.
  • Mix up the program; can we bring the 4-hours preconference as part of the conference (like workshop on practical stuff).
  • Utilize the track system to combine theory and the practical stuff. Possibly create a 3-hour “track” with presentations that touch on different aspects of a topic.
  • 45 minutes is too short for 4 speakers.
  • Speakers need to stop taking after 30 minutes and allow more time for questions and discussion
  • Repeat some sessions to allow people to participate as well.
  • Starring some sessions is a good idea

Ideas

  • Have people post to the Thought Cloud before our Call for Proposal for ER&L09 so topics are based on what we want to know.
  • Post proposals and let the community vote like Code4Lib does.

ER&L 2008 photos

ewinter March 26th, 2008

…are posted at http://www.flickr.com/search/?q=ER%26L%202008

(Thanks go to our fabulous photographer, Katie Gentilello!)

Technologies for Assisting with e-Resource workflow (Notes from Workflow Roundtable, Part II)

ewinter March 25th, 2008

At the Workflow Roundtable, the group also discussed the ways in which they were using a variety of tools and technologies to assist with workflow-related issues.

Some of them were:

  • A blog to track resource problems and experiences (to keep track for personal use, in case the same problem comes up again)
  • Scanning/digitizing license agreements and keeping them on a shared drive so that they can be retrieved and emailed to library employees as needed.
  • ERMs: Obviously, this is a major tool many libraries are working on using for many things; some mentioend using existing problem-tracking fields or creating customized fields for this purpose, so that library employees can see when resources are experiencing problems.
  • Adapted ILS modules to deal with e-resources in lieu of an ERM, e.g., eTracker (Deberah England from Wright State Univ. presented on this during ER&L 2008)
  • An internal listserv with a searchable archives feature for those who work with e-resources to share info.
  • A wiki for communication between collection development and acquisitiosn regarding e-resource subscriptions (new purchases, renewals, changes, etc. We are doing this at Georgia Tech…a presentation I gave at ALA 2007 in part on this topic is available at http://r2consulting.org/ppnts/GTWikisEtc.ppt)

Notes from Workflow Roundtable

ewinter March 25th, 2008

Due to popular demand on the ER&L 2008 Thought Cloud @ http://www.electroniclibrarian.org/tagcloud, a group of 25-30 met to discuss workflow on the last day of ER&L 2008.

The notes below are from the group’s discussion. Feel free to continue the discussion and share more ideas using the “comments” feature below…

Some problems/issues raised by participants regarding workflow were:

  • Dealing with change
  • New to e-resources work
  • Stagnant workflow
  • Too much work
  • Staffing–limited skills/knowledge (are the people who have the time to do the work willing and able to do the work?)
  • Communication between departments w/in your library
  • Training (time-consuming, difficult)
  • Staff mindset (print-based/inflexible/don’t want to learn new things)
  • Huge variety of work (all vendors are different, many different types of tasks = hard to delegate)
  • How to reorganize staff to deal with the mass of e-resources

Some suggestions offered to selected issues were:

Re. “too much work”:

  1. Make print your backlog: Prioritize training people on working with “e” and if you don’t have enough time to do everything, then don’t be afraid to allow print to pile up a bit while you work out the “e” workflow
  2. Involve students in check-in: Don’t be afraid of “devaluing” the work by allowing student workers to do it–there are some reliable and smart students out there (the trick is finding them!).
  3. Outsource: Prioritize the duties that need to be done across your department, regardless of whether they are print or “e”; then figure out which duties can be outsourced; outsource them and train/re-train staff in-house to do the specialized things that can’t be outsourced

Re. “Staffing–limited skills/knowledge (are the people who have the time to do the work willing and able to do the work?)”:

  1. If your organization is amenable to this and you don’t already have the staff in your department, figure out how to involved people in other areas of the library who are interested/willing/able to help with “e” work.
  2. Sometimes you just have to wait it out and take advantage of attrition. When someone retires or a position is vacated, do the work of retooling (and reclassifying, if needed) it to suit the work that needs to be done. Then make sure you don’t settle in your hiring process–get someone who is willing and able to do what needs to be done.

Re. “Staff mindset (print-based/inflexible/don’t want to learn new things)”:

  1. Do the sometimes difficult and tedious work of helping staff make the connection between print work and electronic work. Sit down and figure out how what you want them to do with “e” relates to what they already know how to do with print. Then explain it to them…several times, if necessary. It’s incumbent upon us as supervisors to do this bit of critical thinking/communication/salesmanship.

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