DOCLINE Users Group Meeting MLA 2013 Maria Elizabeth Collins Public Services Division National...
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DOCLINE Users Group Meeting MLA 2013 Maria Elizabeth Collins Public Services Division National Library of Medicine National Institutes of Health U.S. Department
DOCLINE Users Group Meeting MLA 2013 Maria Elizabeth Collins
Public Services Division National Library of Medicine National
Institutes of Health U.S. Department of Health and Human
Services
Slide 2
Back at the office Karen Kraly Lisa Theisen Lis Unger At MLA
Maria Collins Martha Fishel Barbara Nicholson DOCLINE Team
Slide 3
Michelle Burda, Middle Atlantic P.J. Grier, Southeastern
Atlantic Irene Williams, Greater Midwest Jim Honour, MidContinental
Michelle Malizia, South Central Pat Devine, Pacific Northwest Marco
Tamase, Pacific Southwest Meredith Solomon, New England Isabelle
Julian, Canada Network Coordinators
DOCLINE Today 2,731 libraries participating 1.55 million ILL
Requests in FY2012 Over 1.7 million serial holdings records 1.13
million print 540,000+ e-journals (31.69%)
Slide 6
Performance Numbers Fill Rate is 92.7% Average number of routes
is 1.30 Average time to fill normal request = 0.99 days Average
time to fill rush request = 0.29 days Average time to fill urgent
request = 0.18 days Epub ahead of print Fill Rate: 85.8% Routes:
1.75 Average time to fill: 1.02 days
Slide 7
MedPrint Update 18 signed agreements 42 libraries have
committed to retain MedPrint titles 244 of ~ 250 MedPrint titles
have commitments 51 MedPrint titles have 13 or more
commitments
MedPrint Information MedPrint web page
http://www.nlm.nih.gov/psd/printretentionmain.html Overview List of
titles Agreement RMLs DOCLINE customer service
Slide 10
DOCLINE Changes DOCLINE 4.8 (July 2012) DOCLINE 4.9 (September
2012) Support for versioned articles in PubMed Improved response
time for LD Status page Copyright alert in DOCLINE Borrow Added
support for Internet Explorer 9 & Firefox 14
Slide 11
Working On Request Reports Adding PDF & comma delimited
formats Evaluating change from quarterly to monthly statistics
Adding more performance statistics Internet Explorer 10
support
Slide 12
Speaking of Browsers Firefox ## Internet Explorer 7 (Ending
April 2014) 621 users Internet Explorer 8 (Ending ??) Move to IE9
or IE10 if you can
Slide 13
License restrictions Embargo periods DOCLINE holdings Routing
Upload holdings to DOCLINE OCLC (deferred) Other vendors Not
Yet
Slide 14
Numbers
Slide 15
49% decline since 2002 ILL Requests
Slide 16
16% decline in Libraries 49% decline in Requests Libraries
& Requests Comparison
Slide 17
* ILLs during Oct 2011 September 2012 ILL By Library Type
Slide 18
Loansome Doc Requests 70.4% decline since 2002
Slide 19
Investigate reasons for declining DOCLINE and document delivery
use, determine if other systems are meeting user needs, and
determine future direction for document delivery. Strategic
Planning: Resource Sharing
Slide 20
DOCLINE Will Continue Docline is the best thing since sliced
bread. I couldn't do my job without it. This is a vital service,
that we truly can't live without. Even with numbers dropping, the
ones that we do request are even more vital.
Slide 21
Better understand landscape of resource sharing in Network
challenges & successes of obtaining literature Learn more about
patron and library needs Determine future direction for resource
sharing Goals
Slide 22
Customer Service & MLA MeetingsDiscussions with RMLs &
CISTIFocus groupsNetwork-wide survey Approach
Slide 23
N = # of responses Survey period: March 4-15, 2013 2,405
invitations Responses 1,741 surveys started (72%) 1,653 completed
(68%) Analysis ongoing 701 comments Survey Summary
Slide 24
89% of those responding oversee or work directly in ILL 22.6%
16.3% 61.1% N = 1,723 Survey Responders
Slide 25
N = 1,723 77.8% of libraries have 5 or fewer staff 1 Person:
41% 2 to 5: 36.7% 6 to 10: 7.9% 11 to 15: 3.1% 16 or more: 11.2%
Number of Library Staff
Slide 26
N = 1,692 Adequate Staff for Borrowing 53.5% Agree 24.5%
Strongly Agree Adequate Budget for Borrowing 49% Agree 18.6%
Strongly Agree Adequate Staff for Lending 53.9% Agree 23.4%
Strongly Agree Library Resources
Slide 27
N = 1,699 ILL Management Software
Slide 28
Holdings in DOCLINE increased 4.6% N = 1,622 Journal Titles
Past 2 Years
Slide 29
N = 1,661 Varies by Title 59.8% Latest 5 10 years 28.5% Fairly
Complete 8.9% Not Sure 2.8% Journal Dates Coverage
Slide 30
27.9% of articles more than 10 years old ILL by Publication
Year FY2012
Slide 31
N = 1,657 Primarily Electronic 53.9% Agree 22.4% Strongly Agree
Generally Permit ILL 42.4% Agree 9.4% Strongly Agree Easy to Know
Licenses 25.4% Agree 5.4% Strongly Agree Electronic Journals Only
51.8% Permit ILL Only 30.8% easily know license terms DOCLINE
Holdings 31.69% Electronic
Slide 32
N = 1,619 Embargo periods 32.5% Delivery methods 22.4% No ILL
12.9% Not sure 22.3% License Restrictions
Slide 33
N = 48 I avoid problems with lending by only lending from
print. My licenses are negotiated to allow ILL lending. But embargo
periods limit availability, and that is hard to express in SERHOLD.
Back issues freely accessible drying up; forced to purchase or try
to borrow; more restrictions keep being created for interlibrary
lending by publishers/middle vendors. Need to print first onto
paper - and then deliver. The lending / scanning of documents is
subject to so many judgment calls. What You Said About
Licensing
Slide 34
N = 1,656 Outside date range of subscription 77.9% E-pub ahead
of print not available as subscribed 60.7% Outside of scope 54.8%
Material not included in subscription, e.g., supplements 35.4% What
You Borrow
Slide 35
N = 1,690 Does not include possible royalty payments $$$Free
50% get free 18% get to free 13% get to free 6% Not sure 13% get
less than free Items Filled for Free from Lenders
Slide 36
N = 1,663 Borrowing Past 2 Years
Slide 37
105,313 Fewer Requests 33.2% 113,385 55.2% 218,698 Greater than
5% DOCLINE Borrowing Last Year
Slide 38
Borrow 37.8% Saw Decrease 27% Same Lend 50% Saw Decrease 26.8%
Same Decreased A LOT Borrow 47% Saw Decrease 18.1% Same Lend 48.2%
Saw Increase 21.7% Same Increased A LOT Change in Collections
Impact on ILL
Slide 39
N = 540 Why Has Borrowing Changed Increased Support evidence-
based practice 65.8% Need items not included in library
subscription 58.4% Ordering from cancelled titles 44.4% Decreased
Availability of free full-text 68.9% Patrons choosing items
immediately available 68% Library subscribed to more full-text
59.4% N = 599
Slide 40
N = 1,728 OCLC 68.6% Often or Sometimes Use 30.2% Never Use
State / Regional 43% Often or Sometimes Use 56.1% Never Use Other
29.9% Often or Sometimes Use 69.4% Never Use Use of Other ILL
Systems
Slide 41
N = 1,657 How You Obtain Literature
Slide 42
N = 1,594 Obscure or specialized material 35.9% Format or date
of material hard to locate 25.2% ILL too expensive 11.3% Why Use
Methods Other than ILL
Slide 43
the information environment in which we all function is
drastically changing... Students and health practitioners can find
information that 'will meet their needs' without having to seek
outside sources. So the number of actual 'must have' resources from
external sources has drastically declined. Only a true researcher
goes beyond what is a cursory literature review and this has had an
impact on overall document retrieval needs. It has become an
environment of 'I need it now vs. I need what is the best'
literature. What You Said About Borrow
Slide 44
N = 1,653 Lending Past 2 Years
Slide 45
28% 58.4% Greater than 5% DOCLINE Lending Greater than 5%
Slide 46
N = 550 Collection decreased 53.5% Not Sure 44% E-journal
licenses restrict lending 17.8% Why Lending Decreased
Slide 47
YOUR PREDICTIONS
Slide 48
N = 1,655 38.4% Stay the Same 6.5% Not Sure 38.4% Stay the Same
6.5% Not Sure 16.9% Increase Somewhat or a lot 38.1% Decrease
Somewhat or a lot Journal Collection in 2 Years
Slide 49
N = 636 Budget reduction 84.1% Space reduction 28.1%
Patron-driven acquisition 26.3% Will Decrease N = 284 Collection
development based on user needs 71.5% Consortia buying of packages
36.3% Patron-driven acquisition 14.4% Will Increase Why Journal
Collection Will Change
Slide 50
N = 1,655 38.1% Stay the Same 5% Not Sure 38.1% Stay the Same
5% Not Sure 40.5% Increase Somewhat or a lot 16.4% Decrease
Somewhat or a lot ILL Borrowing in 2 Years
Slide 51
N = 1,646 46.5% Stay the Same 8.1% Not Sure 46.5% Stay the Same
8.1% Not Sure 26.1% Increase Somewhat or a lot 19.2% Decrease
Somewhat or a lot ILL Lending in 2 Years
Slide 52
N = 1,695 46.1% Stay the Same 11% Not Sure 46.1% Stay the Same
11% Not Sure 28.6% Increase Somewhat or a lot 14.3% Decrease
Somewhat or a lot Staff Time on ILL in 2 Years
Slide 53
N = 1,654 Top Method for Obtaining Literature in 2 Years
Slide 54
Your Future in 2 Years 38% say stay the same Collections 46%
say stay the same Staff 57% say stay the same ILL Budget 40% say
will increase Borrow 46% say stay the same Lending 71% say ILL top
method Obtaining Literature
Slide 55
LIBRARY TYPE SUMMARY
Slide 56
Comparisons by Library Type Academic 40.8% report having 16 or
more staffBelieve they have adequate staffing & budget41.9% say
collections decreased 61.2% agree or strongly agree that
collections are primarily electronic 58.1% agree or strongly agree
that e-journals permit ILL70.1% often use OCLC72.8% have ILL
management software 41.9% report borrowing increase 31.8% report
borrowing decrease 77.8% believe ILL will be main source of
obtaining literature in 2 years Hospital 55.9% report having only 1
staff memberBelieve they have adequate staffing & budget57.9%
say collections decreased 55.5% agree or strongly agree that
collections are primarily electronic 49% agree or strongly agree
that e-journals permit ILL21% often use OCLC 35.1% have ILL
management software 34.3% report borrowing increase 32.2% report
borrowing decrease 70.5% believe ILL will be main source of
obtaining literature in 2 years
Slide 57
Library Type Comparisons Government 47.5% report having 2-5
staffBelieve they have adequate staffing & budget59.2% say
collections decreased 57.3% agree or strongly agree that
collections are primarily electronic 53% agree or strongly agree
that their electronic journals permit ILL 50% often use OCLC 42.1%
have ILL management software 33.3% report borrowing increase 36.2%
report borrowing decrease 64.2% believe ILL will be main source of
obtaining literature in 2 years Special 44.8% report having only 1
staff memberBelieve they have adequate staffing & budget60.2%
say collections decreased 45.5% agree or strongly agree that
collections are primarily electronic 51% agree or strongly agree
that their electronic journals permit ILL 28.4% often use OCLC 33%
have ILL management software 36.7% report borrowing increase 22.8%
report borrowing decrease 68.3% believe ILL will be main source of
obtaining literature in 2 years Other 48% report having 2-5
staffBelieve they have adequate staffing & budget61.5% say
collections decreased 51.2% agree or strongly agree that
collections are primarily electronic 51.3% agree or strongly agree
that their electronic journals permit ILL 44.2% often use OCLC
46.9% have ILL management software 26.2% report borrowing increase
42.8% report borrowing decrease 64.3% believe ILL will be main
source of obtaining literature in 2 years
Slide 58
Summary / Preliminary Analysis Libraries believe ILL will be
used 71% of time for literature in future Changes in patron
behavior Collections impact on ILL More finely tuned collections
Point-of-care E-journals impact Less overall ILL volume in DOCLINE
system More challenges for ILL
Slide 59
Your Summary May resource sharing live on! I think ILL is in a
transitional period. Docline is still the best and fastest way to
obtain materials in the medical field. Because the patrons expect
instant access, the pressure will be on...
Slide 60
More analysis of data Review 701 survey comments DOCLINE
compliments: 275 Enhancement remarks: 212 ILL trends: 146 DOCLINE
essential, unique: 138 Library activities: 109 ILL problems: 71
License comments: 48 Discussion with RMLs & CISTI Report to NLM
management Next Steps
Slide 61
DOCLINE & LOANSOME DOC
Slide 62
N = 1,647 Docline is a blessing for small solo librarians. Over
time it has only gotten better. The only problems is that it is
often so fast that patrons' expectations have grown to expect
almost instant service. Docline is a great resource. Very
user-friendly and the response I get from lending libraries is
prompt. Long live Docline! Docline TOTALLY ROCKS 91.9% Somewhat or
Very Satisfied DOCLINE Satisfaction
Slide 63
N = 1,647 You should close up shop and just use some other
system like OCLC. What is the point of having this completely
separate (and awful to use) system? It is a relic from the 90s.
Your software is horrible, and you are totally unresponsive to
peoples suggestions for updates and improvements. You really can
only manually input periodicals? What a joke. 3% Somewhat or Very
Dissatisfied DOCLINE Satisfaction Cont.
Slide 64
N = 1,643 Embargo terms in holdings & routing 30.9% Monthly
statistical reports 26.5% No improvement needed 25% Better
integration with 3 rd party vendor systems 21.8% Top Enhancement
Requests
Slide 65
N = 1,645 Loansome Doc Satisfaction
Slide 66
Thank You
Slide 67
Talk with DOCLINE Team NLM Booth Monday: 10:00am 12:00pm
Resource Sharing SIG Monday: 4:30pm 5:30pm Hynes Convention Center
- Room 204