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Qualitative &
Quantitative Methods in
Electronic Collection
Management




4th International Conference on Qualitative
and Quantitative Methods in Libraries

Limerick, Ireland
24 May 2012


Selena Killick
Library Quality Officer
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 £150m
  • 40% of our students study whilst in employment
  • We deliver the UK Ministry of Defence's largest
    educational contract
Expenditure on
Journals


                       Journal Spend




       2006-07   2007-08           2008-09   2009-10
Information Expenditure
by Format 2010-11
                          Books eBooks
                           4%     4%
      Databases
        24%




                                     Journals
                                       68%
Information Expenditure
by Format 2010-11
                          Books eBooks
                           4%     4%
       Databases
         24%


                                         Journals
                                           31%




         Big Deals
           37%
Evaluating the Big Deals:
Requirements


  •   Systematic
  •   Sustainable
  •   Internal benchmarking
  •   Elevator pitch
  •   So what?
  •   Enable informed decision making
  •   Demonstrate smart procurement
New Approach



    Quantitative:                                       Qualitative:
    •   Size                                            • Academic Liaison
    •   Usage                                           • REF Preferred
    •   Coverage                                        • Reading Lists Review
    •   Value for Money




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.
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
Subscribed Titles



  • For each core title the cost, downloads, and cost-per-
    download categorised:
      •   Zero
      •   Low
      •   Medium
      •   High
      •   Cancel?
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?
Excel Template



  • Two main data sources:
      • COUNTER JR1
      • Subscription agent financial report
  • 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 fitted onto a one-page printout
Quantitative
Reporting


  • Systematic 
  • Sustainable 
  • Internal benchmarking 
  • Elevator pitch 
  • So what? 
  • Enable informed decision making 
  • Demonstrate smart procurement 
Qualitative Measures:
Academic Liaison


  • Who’s using it?
     • Why?
     • How?
  • Who’s recommending it?
  • How valuable is it?
  • What will be the impact if we cancel?
     • Teaching?
     • Research?
REF Preferred Journals



  • Each academic school compiled a list of journals
    seen as being REF Critical
  • Lists combined & analysed by Library staff
      • Number of overlapping titles
      • Number & cost of titles we do not hold in our
        collection
      • Usage of titles we do hold in our collection
Reading List Review



  Analysis of course reading lists:
  • What are our academic recommending?
  • Where is it published?
  • How often is it recommended?
Quantitative &
Qualitative
Reporting


  • Systematic 
  • Sustainable 
  • Internal benchmarking 
  • Elevator pitch 
  • So what? 
  • Enable informed decision making 
  • Demonstrate smart procurement 
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…?
What they can’t do:
Closing thoughts



  • Is it worth investing in this?

  • Qualitative & Quantitative
  • Danger of relying on cost-per-download
Looking Ahead



  • Journal Usage Statistics Portal
      • New reports = new internal processes
  • Review of all budgets
      • All Resources
      • Systems
      • Staff
      • Services
  • Demonstrating Value and Impact
      • Resources
      • Services
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/
Thank You




Selena Killick
Cranfield University
s.a.killick@cranfield.ac.uk
Tel: 01793 785561

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Qualitative and Quantitative Methods in Electronic Collection Management

  • 1. Qualitative & Quantitative Methods in Electronic Collection Management 4th International Conference on Qualitative and Quantitative Methods in Libraries Limerick, Ireland 24 May 2012 Selena Killick Library Quality Officer
  • 2. 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 £150m • 40% of our students study whilst in employment • We deliver the UK Ministry of Defence's largest educational contract
  • 3. Expenditure on Journals Journal Spend 2006-07 2007-08 2008-09 2009-10
  • 4. Information Expenditure by Format 2010-11 Books eBooks 4% 4% Databases 24% Journals 68%
  • 5. Information Expenditure by Format 2010-11 Books eBooks 4% 4% Databases 24% Journals 31% Big Deals 37%
  • 6. Evaluating the Big Deals: Requirements • Systematic • Sustainable • Internal benchmarking • Elevator pitch • So what? • Enable informed decision making • Demonstrate smart procurement
  • 7. New Approach Quantitative: Qualitative: • Size • Academic Liaison • Usage • REF Preferred • Coverage • Reading Lists Review • Value for Money 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.
  • 8. 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
  • 9. Subscribed Titles • For each core title the cost, downloads, and cost-per- download categorised: • Zero • Low • Medium • High • Cancel?
  • 10. 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?
  • 11. Excel Template • Two main data sources: • COUNTER JR1 • Subscription agent financial report • 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 fitted onto a one-page printout
  • 12. Quantitative Reporting • Systematic  • Sustainable  • Internal benchmarking  • Elevator pitch  • So what?  • Enable informed decision making  • Demonstrate smart procurement 
  • 13. Qualitative Measures: Academic Liaison • Who’s using it? • Why? • How? • Who’s recommending it? • How valuable is it? • What will be the impact if we cancel? • Teaching? • Research?
  • 14. REF Preferred Journals • Each academic school compiled a list of journals seen as being REF Critical • Lists combined & analysed by Library staff • Number of overlapping titles • Number & cost of titles we do not hold in our collection • Usage of titles we do hold in our collection
  • 15. Reading List Review Analysis of course reading lists: • What are our academic recommending? • Where is it published? • How often is it recommended?
  • 16. Quantitative & Qualitative Reporting • Systematic  • Sustainable  • Internal benchmarking  • Elevator pitch  • So what?  • Enable informed decision making  • Demonstrate smart procurement 
  • 17. 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…?
  • 19. Closing thoughts • Is it worth investing in this? • Qualitative & Quantitative • Danger of relying on cost-per-download
  • 20. Looking Ahead • Journal Usage Statistics Portal • New reports = new internal processes • Review of all budgets • All Resources • Systems • Staff • Services • Demonstrating Value and Impact • Resources • Services
  • 21. 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/
  • 22. Thank You Selena Killick Cranfield University s.a.killick@cranfield.ac.uk Tel: 01793 785561