Posts tagged with 'ERMs'

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.

ER&L Forum at NASIG - Conversations about ERM

Bonnie Tijerina July 24th, 2007

I was not in attendance at NASIG this year, but Jill Emery and Dana Walker held what sounded like a lively conversation with a standing room only crowd in Louisville. Below are Dana’s notes.

Key issues discussed included:
• ERM implementation and workflow planning
• Staffing for electronic resource management
• Standards for electronic resource data management

Participants expressed the need for an ERM implementation and workflow planning web space. An online community where libraries could share ERM implementation experiences and issues. – (We think ER&L site would be a perfect place for this!!)

There was considerable discussion regarding the quality of knowledgebase data. Is there a place for agents, other vendors, to improve the data in KBs.

Participants would like to see ERM vendors supply an optional default set up so initial ERM implementation could be simplified and streamlined.

How should libraries manage staffing for e-resources? If 60-70% of budget is spent on e-resources but only 20-30% of staffing there’s a gap. Typically managing e-resources requires more higher level staff.
• What level of staffing is needed both initially and for ongoing maintenance?
• We lack trained support staff to help with electronic resource management.
• What is the appropriate staff classification for ERM/SFX management?

What’s still holding us back from driving the ERM market?
• We created home grown systems and stopped when vendors started creating ERMs.
• Biggest problem is coverage loads.
• Can’t get standardized data from publishers or aggregators.
• More consulting between ERM vendors and libraries to understand local workflow.

NASIG and ER&L could potentially provide continuing education regional workshops for ERM implementation planning.

Important Link: Institutional Identifiers in the Journal Supply Chain

dchvatal January 30th, 2007

As a preliminary investigation to the nature and content of my presentation, entitled: Institutional Identifiers in the Journal Supply Chain, go to http://www.journalsupplychain.org/ for information about the creation of Identify as a registry for institutional identification. You will find web-based resources, white papers, and summaries of current activity regarding a Pilot Project to improve efficiencies in the “journal supply chain”. What is the journal supply chain? Business activity (orders, claims, renewals) and communication (authentication, authorization) between interested parties: publishers, subscription agents, journal hosting platforms, fulfillment software companies, link resolvers, integrated library system vendors, libraries, other institutional and personal subscribers to journals and end-users of journal content. Whew. That’s a lot of ground to cover. For those deciding to participate in this program event, check the Course later and I will provide a link where you can look up the number of your institution’s identity along with the PowerPoint to be made at the conference.

Donald Chvatal