Embed Size (px)
Citation preview
Collection Analysis
through the Looking Glass
a presentation to ICOLC
by
Library Dynamics
What is Collection Analysis?Analyzing, understanding, decision making, interpretingAnalyzing, understanding, decision making, interpreting• physical collections?
• electronic resources?
• capabilities? - what the library neither owns or licenses but can invoke and deliver
– consortia and shared system library partners– other sources
• basis– bibliographic content– holdings– usage (circulation and more)
Placing a library in context with other libraries, library groups, and Placing a library in context with other libraries, library groups, and sources?sources?
What is Collection Analysis?Leverages investments in • human resources – efficiency, learning, capacity for
change– assists in separating signal from the noise– supports ongoing learning about the library and user needs– helps generate, test, and validate mental models about the library– informs decision making by individuals and teams– supports novice and experienced users– provides value for selectors, collection developers & library / consortia
management and leadership
• systems – financial and information investments,• data – enhances and normalizes existing data,• content – what the library owns, licenses, and can
deliver
What is Collection Analysis?
Programmatic Improvement
Savings in Human Resources and Dollars
Improved Responsiveness and Adaptation to Change
What is Collection Analysis?
Its about purpose
Its about effort
Its about time
Its about time
Built for Librarians
by Librarians
Spectra CRC
“Library Dynamics acknowledges with gratitude the contribution of the Tri-College Library Consortium (Bryn Mawr, Haverford, and Swarthmore Colleges) librarians in sharing their experience and their thinking with us at the outset of our developing Spectra CRC”
Since 1998 dedicated to providing innovative tools Since 1998 dedicated to providing innovative tools
for:for:
analyzing, analyzing,
understandingunderstanding
decision making, anddecision making, and
interpreting to key audiences interpreting to key audiences
the development and management of library the development and management of library
collections, collections,
resources, and resources, and
capabilities.capabilities.
Who We AreWho We Are a core team of 11 librarians, business, a core team of 11 librarians, business, information technology professionals in information technology professionals in addition to librarian collaborators and addition to librarian collaborators and contractorscontractors
How We are OrganizedHow We are Organized virtual organizationvirtual organization
Skill SetsSkill Sets library analyst / system designerslibrary analyst / system designersbibliographic processing / hostingbibliographic processing / hostingcontent developmentcontent developmentDB programming / appl. programmingDB programming / appl. programmingmarketing and salesmarketing and sales
Development StyleDevelopment Style collaborativecollaborative
Spectra CRC Pace of Development01/04 06/04 01/05
• Visualization Tools Providing Intelligent Navigation of:
• 22 Categories
• 400 Categories
• 6,000 Categories
• A Base Library and a Comparison Library
• Title Count by Subject Category
• Degree of Uniqueness
• Publication Date Analysis
• Analysis from Overview to Titles
• Copies versus Use Analysis
• Normalized Use by Subject Category
• Normalized Use by Title within Subject Category
• Zero Circulation by Subject Category
• Usage by Publication Date
• Up to 11 multi-library, multi-source comparisons
• Internet accessibility
• Title Count Program
• Update of Subject Categories to 2004
• Flexible licensing, learning, use
• Link to and among full MARC records
• New user interface and design
• Links to reviews and ordering sources
Spectra CRC In the Press
“ “ [Spectra CRC]…. a new tool from Library Dynamics …[Spectra CRC]…. a new tool from Library Dynamics …combines machine-readable shelflists with contemporary combines machine-readable shelflists with contemporary
data-mining techniquesdata-mining techniques. .
In some ways, I think of this as “the [RLG] Conspectus on In some ways, I think of this as “the [RLG] Conspectus on steroids,” a way that libraries and consortia can compare steroids,” a way that libraries and consortia can compare holdings without being drowned in details.”holdings without being drowned in details.”
Walt Crawford, Cites and Insights Volume 4, Number 3: February Walt Crawford, Cites and Insights Volume 4, Number 3: February 2004 ISSN 1534-0937 p.2 2004 ISSN 1534-0937 p.2 http://cites.boisestate.edu/civ4i3.pdf
Spectra CRC In the Press“Library Dynamics . . .has developed the most impressive data-analysis product I saw in the exhibits.
The product analyzes and compares collections for decision support more deeply and thoroughly than any other collection analysis product I have seen. … I am convinced that an all purpose data-mining product has significant limitations, because no generic tool can serve all analytic needs well.
The best products are those that are tailored for very specific types of analysis, because each kind of data analysis requires its own software.
The deeper the developer's understanding of the type of analysis being attempted, the better the product will be. “
David Dorman, "Technically Speaking: Dorman's Last Roundup", American Libraries: The Magazine of the American Library Association, March 2004, Volume 35, Number 3 ISSN 0002-9769. page 60. http://www.ala.org/ala/alonline/techspeaking/techspeak2004/mar2004roundup.htm
And recently in the press
“A Super collection analysis product…
at the [The Charleston] Conference was
Spectra CRC from Library Dynamics”
Robin A Dudley. “Report on Pre-conference Charleston Advisor Vendor Showcase”. Against the Grain. Volume 16 Number 6. December 2004- January 2005. p.67
What can you tell from the following in
5 seconds
a minute
an hour and a half
Class Codes and NamesClass Codes and Names Bryn MawrBryn Mawr HaverfordHaverford SwarthmoreSwarthmore
ChoiceChoice 1st 25 1st 25 YearsYears
A: General WorksA: General Works 1212 22 88 11
B: Philosophy, Psychology, ReligionB: Philosophy, Psychology, Religion 138138 171171 185185 3939
C: Auxiliary Sciences of HistoryC: Auxiliary Sciences of History 2323 99 1010 44
D: HistoryD: History 156156 9797 112112 5757
E: History: America (General) and United States National HistoryE: History: America (General) and United States National History 4646 4545 5656 1414
F: U.S. Local History Non U.S. American HistoryF: U.S. Local History Non U.S. American History 3737 3131 3333 99
G: Geography, Anthropology, RecreationG: Geography, Anthropology, Recreation 4040 2424 2626 66
H: Social SciencesH: Social Sciences 161161 127127 166166 6363
J: Political ScienceJ: Political Science 2727 4141 6262 1111
K: LawK: Law 4040 3838 4949 99
L: EducationL: Education 4242 1818 4141 1616
M: MusicM: Music 2727 5151 3434 88
N: Fine ArtsN: Fine Arts 151151 3535 7777 3030
P: Language and LiteratureP: Language and Literature 368368 211211 313313 8484
Q: ScienceQ: Science 128128 9191 134134 5151
R: MedicineR: Medicine 3434 1717 1313 66
S: AgricultureS: Agriculture 77 22 99 44
T: TechnologyT: Technology 1616 1616 2828 1919
U: Military ScienceU: Military Science 66 44 1010 44
V: Naval Science (General)V: Naval Science (General) 33 22 22 33
Z: Bibliography. Library Science. Information Resources (General)Z: Bibliography. Library Science. Information Resources (General) 4040 99 5151 1313
|: Library Dynamics Class|: Library Dynamics Class 380380 290290 565565 22
What can you tell from the following in
5 seconds
a minute
an hour and a half
Bryn MawrBryn Mawr HaverfordHaverford Choice 1Choice 1stst 25 Years 25 YearsSwarthmoreSwarthmore
Times Up, So?
• These two displays contain the same sample data based on title counts from
– Bryn Mawr, – Haverford, – Swarthmore– the 1st 25 years of titles reviewed in Choice.
• Do either of these presentations stimulate your interest to explore a bit further?
The basics
• Four Levels of Analysis– Library Wide – 22 Categories
– Intermediate –250 Categories
– Precision Level – 6,000 Categories
– Title Level – Full MARC Bibliographic Record• Links to related material (related subject, etc.)
• Links to reviews
• Links to pricing and ordering sources
A funny thing happened on the way to Multi-Library Multi-Source Analysis
• Title Count• % Overlap• % Unique in Base Library• % Unique in Comparison
Library or Source• # of Titles by Publication Date• Title Frequency
• Title Count• % Overlap• % of Uniqueness• Overlap Concentration • Gap Analysis• # of Titles by Publication Date• Title Frequency• Copies / Use Plot• Annualized Use Plot• Annualized Use per Title Plot• Zero Circulation Plot• Uses per Publication Date Plot
Title Count ComparisonCompare visually the numbers of titles in the base & up to 11 other libraries or sources
Immediately grasp the overall size and subject composition of the libraries.
Interact directly with the data clicking on a point to display the category name, the library, library group or source name, and the number of titles in that category.
Facilitate the work of a single individual or a team to drive the analysis most efficiently, concentrating on the signal and not the noise.
Copy, export, past tabular data supporting the graphic analysis easily for further analysis.
Percent of Overlap
Visualize the % (degree) of title overlap of each comparison library or source
Get an immediate sense of overall overlap as well as overlap in broad subject areas
Focus quickly on congruence or divergence in a number of broad subject areas
Test the relative fit of the comparative libraries or sources with the base library
Identify an outlying comparison library or source
Percent of Uniqueness
Visualize the % (degree) of uniqueness of each comparison library or source
Get an immediate sense of overall uniqueness and uniqueness in broad subject areas
Focus quickly on congruence or divergence in a number of broad subject areas
Test the relative fit of the comparative libraries or sources with the base library
Identify an outlying comparison library or source
Overlap Concentration
Concentrate not on individual libraries/sources but the degree to which libraries/source overlap within each subject area (x% of titles in an interval held by y libraries/sources)
Visualize within subject areas degree of overlap between and among all being compared
Focus quickly on areas of high title overlap in individual subject areas
Identify whether the libraries/sources being compared have any common titles
Gap Analysis
Concentrate on the number of titles which 1, 2, 3, or 4 libraries/sources have in common which your library or library consortium lacks
Visualize these gaps across the entire library and in successively more precise subject intervals
Focus quickly on those areas where your library/consortia differs most substantially from the comparison group
Number of Titles by Publication Date
Visualize the relative collection age among all libraries and sources.
See the collection age of the entire collection as a whole at the top level.
See the collection age of increasingly smaller collection subsets at 2nd and 3rd levels.
Annualized Use AnalysisView use as you define it - circulation, in house use, reserves, electronic reserves, & ILL
Learn how combining bibliographic and use information matters
View normalized use for each subject area per the number of years of availability
Grasp the meaning of calculating and summarizing use in each interval by dividing each title’s use by the number of years of the title’s availability
Visualize use across the entire library and within progressively narrower subject intervals
Focus quickly on areas of high title overlap in individual subject areas
Copies versus Use
Conduct this analysis at the second and third tier of Spectra CRC Analysis
Examine the relationship between numbers of copies (supply) and use (demand)
See a scatter plot for a selected interval of each title’s number of copies and aggregate use
Correlate cases of zero use, moderate use, and high use with number of available copies
Use a lasso to select the cases of interest and view the corresponding titles.
Function in place. Currently testing the functionality.
Annualized Use per Title
View use as you define it
View annualized use averaged for each subject interval per title within the interval
Visualize how taking into account the number of titles in each interval accounts for the differential size of collections in each interval
Visualize use across the entire library and within progressively narrower subject intervals
Zero Use Plot
Compare the percentage of titles which have zero (0) use (Y axis) in each category (X axis).
The user may select a point on the line plot and drilldown either to the next level of the subject hierarchy or to a Title List.
Function in place. Currently testing the functionality.
Uses per Publication Date
Visualize counts of use by the publication date of the title
Determine usage patterns for the entire library or subsets of the library
Title Frequency
Concentrate on the relationship among the number of titles held uniquely by each library and the number of titles held by two or more libraries
Visualize your library in terms of its share of the unique titles
Class Codes and Names Base Comp1 Comp2 Comp3 Comp4 A: General Works 4523 980 2317 3397 913 B: Philos., Psych., Religion 122435 34914 42067 42662 54776 C: Auxiliary Sci of History 7479 2183 3601 4934 1881 D: History 86212 28977 43475 49648 29003 E: History: America 26599 14571 17608 11598 12752 F: U.S. Local History Non U.S. 20279 9250 12739 9772 8835 G: Geog, Anth, Recreation 21502 9925 11159 13466 6789 H: Social Sciences 98873 45777 53185 46278 42711 J: Political Science 29409 12480 13542 9682 13742 K: Law 30003 5264 5921 10227 11068 L: Education 19453 7337 9679 10656 4324 M: Music 29076 9147 19961 9172 13287 N: Fine Arts 57489 18900 29673 45522 8229 P: Language and Lit. 229404 104869 140106 124508 68320 Q: Science 69089 24155 34758 33347 27668 R: Medicine 18892 6078 6982 11055 3896 S: Agriculture 3974 2350 2254 1609 1056 T: Technology 19542 6029 7315 5605 6200 U: Military Science 5431 1740 2356 1169 2133 V: Naval Science (General) 866 339 587 258 229 Z: Bibliography. Library Sci. 24264 1373 7658 12355 4890
SubClass Category Base Comp1 Comp2 Comp3 Comp4L: Education (General) 253 21 199 242 70LA: History of Education 2717 991 1705 1422 841LB: Theory and Practice of Education 8645 3604 4386 5804 1537LC: Special Aspects of Education 3741 2314 2322 2386 1011LD: Individual Inst United States 3445 321 846 486 668LE: Individual inst America (ex US) 31 0 9 25 4LF: Individual inst Europe, E. of Europe 437 60 147 243 138LG: Individual inst Aisa, Africa, Pacific 48 11 11 29 16LH: College Magazines and Papers 84 1 8 6 9
Interval Codes and Names Base Comp1 Comp2 Comp3 Comp4LA0005:Hist of educ. Genl 97 49 39 44 17LA0031:Hist of educ. By period 214 67 96 114 64LA0173:Hist of educ. Higher ed. 68 31 41 31 28LA0201:Hist of educ. U.S. 1169 522 801 637 373LA0410:Hist of educ. Non-U.S. 1016 280 619 506 311LA2301:Hist of educ. Biography 153 42 109 90 48
Examples of Tables at Each of the First Three Levels of Analysis
Basic Display at Fourth Level of Analysis
Saved
Checked Items
Sort Related
Subjects Download
[ ] 1 A place for learning: aspects of secondary education. 1979 King, Edmund James,1931- [eng] (Library 1)(Library 3) (Library 2) (Library 4) [LA0132 .C23 no. 6 ]
[ ] 2 The new idea in educational curricula.
1974 Battle, Jean Allen (Library 1) (Library 2 ). [LA0132 .B532 ] [ ] 3 Education and society in modern Europe.
1979 Ringer, Fritz K., 1945- (Library 1)(Library 3) (Library 2) (Library 4) (Choic)([LA0176 .R4 ] \ [ ] 4 A history of eudcation in antiquity
1977 Marrou, Henri, 1940- (Library 4)[LA0071 .M76 ] [ ] 5 School resources, social class and student success.
1976 Noonan, Richard, 1947- (Library 1) (Library 4)[LA0133 .N521 ] [ ] 6 Philosophical Issues in Education.
1982 Kleinig, John J (Library 2) (Library 1). [LA0132 .K776 ]
Functionality at Fourth Level of Analysis
Display of Record listSelection of RecordsSorting of Record listSaving of Records in the listDisplay of Related SubjectsLink to Records based on Related Subject ListFull MARC Bibliographic Display of individual recordsLinks to Bibliographic Records with Related SubjectsLinks to External ServicesDownload of Full MARC, Brief MARC and Tab delimited
(Excel) type files
Role for Consortia
• Various types of Consortia– Resource sharing Consortia– Consortia with working relationships with
smaller resource sharing consortia– Consortia which represent or provide buying
opportunities for products and services to their members and groups of members
– Other types of Consortia
What does it Cost?Spectra CRC prices are based on Carnegie Classification as well as
Services selected.
Spectra CRC Annual Service Pricing: February 2005
Doctoral Doctoral 4 Yr. CollegesDescription Extensive Intensive & Universities
Basic Spectra CRC Service 9,000 7,000 5,000
Basic Spectra CRC Serials Service 2,500 2,500 2,500
Separate Library Analyses Law, etc. 2,500 2,500 (charge of $2500 for database treated separately)
Access to Choice Reviews 500 500 500
Spectra CRC Start Up Fee (one time flat fee, covers all libraries) 1,000 1,000 1,000
Discount for 3 Year Agreement 5%Discount for Library Dynamics NATCP participants 5%Discount for Consortia contracts (members)5% - 8%Cumulative possible discounts up to 18%Consortia as a group Quotation
Outline of Collection, Resources, and Capabilities (CRC) Analysis Services
AgreementExhibit A Pricing Schedule
1. Licensed Services and Related Fees.
2. Payment Terms
Exhibit B: General Terms and Conditions of Spectra CRC License
1. License and Access to the Services.
2. Ownership.
3. Warranty and Disclaimer.
4. Limitation of Liability.
5. Confidentiality.
6. Term and Termination
7. General Provisions.
8. Customer Specific Provisions
Exhibit C: Spectra CRC Service Description
Exhibit D: Proposal Cover Letter
Exhibit E: Parties’ Respective Conditions of Use Notices
Remember that first analysis? Title Count comparison by class?
NEW! Library Dynamics North American Title Count Program
NATCP provides
• title counts by subject category (only one of the analyses provided by Spectra CRC)
• relative strengths of collections based on the number of titles
• reports on 700 broad and mid-level call number ranges
• data from NATCP participating libraries.
Library Dynamics North American Title Count Program does not
• does not allow comparisons beyond the 700 categories
• does not allow comparisons at the title level
• does not include use analysis data or bibliographic source comparisons
• does not provide graphical charts and displays
What is it?
• Library Dynamics North American Title Count Program is a statistical product providing title counts of holdings data in participating library collections in North America.
NEW! Library Dynamics North American Title Count Program (NATCP)
Why is it important?Since 1973 an ALCTS Division of ALA sponsored a NATC program every four years
Title counts in 688 LC Classes.
A basis for collection assessment and comparison based on collection size for participating libraries and others.
Why Library Dynamics?The last NATC was carried out in 2001. Since 2001 ALCTS has refocused its overall program, decided to deploy its financial resources differently in a number of areas, and decided not to undertake the 2005 NATC.
Former NATC participants approached Library Dynamics to outline their needs
It was in the process of working with Spectra CRC clients that the concept of a Library Dynamics NATC evolved.
In addition to making a large title count comparison possible, the library database or “shelflist” data would enhance the functionality of Spectra CRC subscribers by providing a larger comparison base.
NEW! Library Dynamics North American Title Count
How is it Better?
In the past, participants committed large blocks of time to fill out data survey forms.
Library Dynamics receives participant databases (“shelflists”) electronically via ftp
Analyzes the data
Receives updates from the participants and analyzes the data annually
A process in which:
• You send us your shelf list.
• Library Dynamics does the counting.
• Your access is online.
What’s the Difference?
Library Dynamics Spectra CRC
provides in-depth, overview-to-title-level collection analysis capabilities, for both holdings and use data, complete with dynamic graphic visualization for communication of results.
Library Dynamics NATC
is a statistical title-count only comparative program, historically provided by the North American Title Count (NATC)
Sample Consortia Discount Prices
Library Dynamics North AmericanTitle Count Prices based on size of library database (shelflist)
Alternative One Standard Pricing
Discount level based on 1 yr 1 yr 1 yr 1 yr 3 yrs w 3 yrs w 3 yrs w 3 yrs w
number of participants Standard Standard Standard Standard Standard Standard Standard StandardPricing Pricing Pricing Pricing Pricing Pricing Pricing Pricing
Titles in database (shelflist): <500k 500-1m 1m-1.5m 1.5m+ <500k 500-1m 1m-1.5m 1.5m+
1-5 members sign on $850 $1,150 $1,450 $1,750 $2,550 $3,450 $4,350 $5,250
Alternative Two Charter Offer
Discount level based on Charter 1 yr 1 yr 1 yr 1 yr 3 yr* 3 yr* 3 yr* 3 yr*
Offer and Size of Library Database Charter Charter Charter Charter Charter Charter Charter CharterOffer Offer Offer Offer Offer Offer Offer Offer
Titles in database (shelflist): <500k 500-1m 1m-1.5m 1.5m+
$1,700 $2,300 $2,900 $3,500
Alterntive Three - Sample Consortia Pricing
Discount level based on 1 yr 1 yr 1 yr 1 yr 3 yrs w 3 yrs w 3 yrs w 3 yrs w
number of participants Sample Sample Sample Sample Sample Sample Sample SampleDiscount Discount Discount Discount Discount Discount Discount Discount
Titles in database (shelflist): <500k 500-1m 1m-1.5m 1.5m+ <500k 500-1m 1m-1.5m 1.5m+
Less than 25% participation (0%) $850 $1,150 $1,450 $1,750 $2,550 $3,450 $4,350 $5,250
From 25% to 49% participation (5%) $808 $1,093 $1,378 $1,663 $2,423 $3,278 $4,133 $4,988
Above 49% participation (10%) $765 $1,035 $1,305 $1,575 $2,295 $3,105 $3,915 $4,725
Consortia with more than 100 members
Call for custom quotation
Not Applicable
Comments and Questions
Thank you.
Library Dynamics
www.librarydynamics.com
Howard Harris 703-880-6405 [email protected] General Manager
Susan Severtson 703-264-8895 [email protected] and Marketing
