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Through the Gateway - Reporting on Collections
Let’s pretend….
June 3. The new provost arrives oncampus and hits the ground running—incombat boots—suddenly you must gatherdata you've thought repeatedly aboutorganizing, but never did…and she needsit right now!
Let’s pretend….
June 6. A mass early-retirement buyout on campus is announced.
Let’s pretend….
June 6. A mass early-retirement buyout on campus is announced.
June 30. Five of your ten most senior staffers depart.
Let’s pretend….
June 1. A mass early-retirement buyout on campus is announced.
June 30. Five of your ten most senior staffers depart.
July 31. The director leaves too. Succession planning was a myth.
Let’s pretend….
You must plan for a 15% budget cut
across the board over the next 2
fiscals.
Let’s pretend….
You have 30 days.
How does development begin?
Internal discussion Business cases identified and vetted Sketch out a 1.0 feature list Code it!
How does development progress?
Market analysis Brainstorming Development partnerships Beta testers Feedback and enhancement requests Iterative development
Development at subscription agents
Requests - • Specific Need• Competition• RFP’s
Brainstorming• Sales with Product Development• Feedback from customers
Development decisions at agents
One-time customized report?
OR Program as a standard offering?
OR Add columns (data) to existing report?
OR Suggest another approach – get data
from partner
Intermediary
agent, jobber, consortium, shared system
Content Provider
publisher, aggregator, shared system
Library / ILS
The Triangle Talk
Roles are
changing.
Combinations
are increasing.
The Triangle Talk Morphs!
Making it work
There may be standards, But it’s still custom development
between any two entities. Every time.
http://farm3.static.flickr.com/2419/2221116139_67540c2bba_z.jpg
Have you peeked under the rug?
Reporting systems expose your data!
Have you examined your data lately?
Are you prepared for cleanup?
How much cleanup will you do?
How can your vendor help?
Considerations for reports
Problems you have to solve Problems you wish you could solve Statistics you need Time available Can I do it myself or do I need help?
• Internal
• External
Suggestions for requesting reports
Determine “need” Clearly define “need” Run “need” by your sales or
customer service rep
-- Let them find the answer
-- You may get more!
-- Provide feedback
Report philosophy at agents
Offer standard reports With lots of data
• Columns with filters• Columns that can be hidden or removed• Happy to adjust report for you
Explanation tab Review format, headers, names, data
– for consistency and relevancy
Types of reports from agents
Renewal• Annual Renewal List – with decision
columns• Online Renewal Management
Financial• Billing (Invoice) Status • Multi-year price comparison• Price increase
Types of reports continued
Subscription management• Holdings list with acquisitions data
• Fund, order no., agent no., publisher no., pricing
• Enhanced with licensing information
• Claims - responses• Bibliographic updates – title changes• Order updates – order confirmations,
delay, cancellation, etc.
Types of reports continued
Collection development• Format (online) options• Budget• Subject analysis• Publisher packages• Licensing information• Archival options• Usage Statistics
Report: Number of Successful Full-Text Article Requests by Month and JournalSample libraryReporting Period: 01.Jan.2010 - 31.Dec.2010 Customer code & number: XXX/9999, XXX-SEP/9998Date report was run by HARRASSOWITZ: 27.Mar.2011Journal title Publisher Platform Print ISSNOnline ISSNJan 10 Feb 10 Mar 10 Apr 10 May 10 Jun 10 Jul 10 Aug 10 Sep 10 Oct 10American Journal of Clinical Nutrition (Subscriber ID: 12934N)American Society for NutritionHighWire Press0002-9165 1938-3207 32 86 19 3 9 8 18 14 10 33American Journal of Hypertension Nature Publishing Groupnature.com0895-7061 1941-7225 1 4 11 2 1 7 3 1 2 4American Journal Of Pathology (Subscriber ID: 730478)American Society for Investigative PathologyHighWire Press0002-9440 1525-2191 7 6 2 10 7 1 4 4 1 6American Journal of Physical Anthropology Wiley Wiley Interscience0002-9483 1096-8644 20 21 19 4 10 5 24 9 20 11American Journal of Physiology - Cell Physiology (Subscriber ID: 14555)American Physiological SocietyHighWire Press0363-6143 1522-1563 2 0 7 2 3 0 1 2 15 2American Journal of Physiology - Endocrinology And Metabolism (Subscriber ID: 14555)American Physiological SocietyHighWire Press0193-1849 1522-1555 12 10 5 13 8 20 13 13 2 18American Journal of Physiology - Gastrointestinal and Liver Physiology (Subscriber ID: 14555)American Physiological SocietyHighWire Press0193-1857 1522-1547 0 6 2 11 7 1 0 0 0 14American Journal of Physiology - Heart and Circulatory Physiology (Subscriber ID: 14555)American Physiological SocietyHighWire Press0363-6135 1522-1539 11 12 10 9 5 5 12 12 8 2American Journal of Physiology - Lung Cellular and Molecular Physiology (Subscriber ID: 14555)American Physiological SocietyHighWire Press1040-0605 1522-1504 2 2 1 1 4 2 1 2 1 1American Journal of Physiology - Regulatory,Integrative and Comparative Physiology (Subscriber ID: 14555)American Physiological SocietyHighWire Press0363-6119 1522-1490 19 0 6 0 4 5 7 12 5 4American Journal of Physiology - Renal Physiology (Subscriber ID: 14555)American Physiological SocietyHighWire Press0363-6127 1522-1466 8 1 6 3 5 19 3 16 6 0American Journal of Public Health (Subscriber ID: 9755111)American Public Health AssociationHighWire Press0090-0036 1541-0048 2 0 0 1 0 0 0 0 2 1American Journal of Respiratory and Critical Care Medicine (Subscriber ID: 00001826)American Thoracic SocietyHighWire Press1073-449X 1535-4970 3 2 5 3 7 8 4 3 10 6American Journal of Veterinary Research American Veterinary Medical Associationavma 0002-9645 0 0 0 2 0 2 0 0 0 0Annals of Human Genetics Wiley Wiley Interscience0003-4800 1469-1809 0 0 0 0 0 0 3 4 6 3Annals of Human Genetics Cambridge University PressCJO 0003-4800 1469-1809 0 0 2 0 0 0 0 0 0 0Annals of Internal Medicine (Subscriber ID: 00288263) American College of PhysiciansHighWire Press0003-4819 1539-3704 5 6 5 4 2 7 2 4 2 5Annals of the New York Academy of Sciences Wiley Wiley Interscience0077-8923 1749-6632 0 0 0 0 0 0 9 5 9 7Antimicrobial Agents and Chemotherapy (Subscriber ID: 257753)American Society for MicrobiologyHighWire Press0066-4804 1098-6596 13 6 2 4 3 0 9 7 0 12Applied and Environmental Microbiology (Subscriber ID: 257753)American Society for MicrobiologyHighWire Press0099-2240 1098-5336 1 2 1 2 2 3 9 4 2 1Archives of Dermatology (Subscriber ID: 000000390608S)American Medical AssociationHighWire Press0003-987X N/A 0 0 0 0 0 0 4 1 0 1
PO no. Fund HARR Subscription ID (SNA)Pub. Subscription ID (SNP)CurrencyPrice period Price Amount invoicedNotes120 96091802-2-0 12934N USD 01.Jan.2010-31.Dec.2010 470.00 494.74 Price shown is for print plus online combination (HARR subscription ID (SNA) = 96091802 - 0 - 0)764 96245077-0-0 USD 01.Jan.2010-31.Dec.2010 575.00 605.2630 96091808-2-0 4605111 USD 01.Jan.2010-31.Dec.2010 870.00 915.79 Price shown is for print plus online package with 4 components (Title = The American Journal of Pathology <combined with: The Journal of Molecular Diagnostics>, HARR subscription ID (SNA) for main order = 96091808 - 0 - 0)31 96091809-1-0 0554048 USD 01.Jan.2010-31.Dec.2010 2,364.01 2,364.01 Price shown is for online package with 3 components (Title = American Journal of Physical Anthropology <incl. Annual Meeting Issue / Yearbook of Physical Anthropology>, HARR subscription ID (SNA) for main order = 96091809 - 0 - 0)116 96091810-3-0 14555 USD 01.Jan.2010-31.Dec.2010 3,325.00 3,500.00 Price shown is for online package with 7 components (Title = American Journal of Physiology. - Consolidated Edition, HARR subscription ID (SNA) for main order = 96091810 - 0 - 0)116 96091810-4-0 14555 USD 01.Jan.2010-31.Dec.2010 3,325.00 3,500.00 Price shown is for online package with 7 components (Title = American Journal of Physiology. - Consolidated Edition, HARR subscription ID (SNA) for main order = 96091810 - 0 - 0)116 96091810-5-0 14555 USD 01.Jan.2010-31.Dec.2010 3,325.00 3,500.00 Price shown is for online package with 7 components (Title = American Journal of Physiology. - Consolidated Edition, HARR subscription ID (SNA) for main order = 96091810 - 0 - 0)116 96091810-6-0 14555 USD 01.Jan.2010-31.Dec.2010 3,325.00 3,500.00 Price shown is for online package with 7 components (Title = American Journal of Physiology. - Consolidated Edition, HARR subscription ID (SNA) for main order = 96091810 - 0 - 0)116 96091810-1-0 14555 USD 01.Jan.2010-31.Dec.2010 3,325.00 3,500.00 Price shown is for online package with 7 components (Title = American Journal of Physiology. - Consolidated Edition, HARR subscription ID (SNA) for main order = 96091810 - 0 - 0)116 96091810-7-0 14555 USD 01.Jan.2010-31.Dec.2010 3,325.00 3,500.00 Price shown is for online package with 7 components (Title = American Journal of Physiology. - Consolidated Edition, HARR subscription ID (SNA) for main order = 96091810 - 0 - 0)116 96091810-2-0 14555 USD 01.Jan.2010-31.Dec.2010 3,325.00 3,500.00 Price shown is for online package with 7 components (Title = American Journal of Physiology. - Consolidated Edition, HARR subscription ID (SNA) for main order = 96091810 - 0 - 0)33 96091811-0-0 USD 01.Jan.2010-31.Dec.2010 420.00 442.111270 96091812-4-0 00001826 USD 01.Jan.2010-31.Dec.2010 630.00 630.00 Price shown is for print plus online package with 4 components (Title = American Journal of Respiratory and Critical Care Medicine <including : Proceedings of the American Thoracic Society>, HARR subscription ID (SNA) for main order = 96091812 - 0 - 0)35 96091816-2-0 175163 USD 01.Feb.2010-31.Jan.2011 225.00 225.00 Price shown is for print plus online combination (HARR subscription ID (SNA) = 96091816 - 0 - 0)39 96092105-0-0 0931977 USD 01.Jan.2010-31.Dec.2010 684.00 684.0039 96092105-0-0 0931977 USD 01.Jan.2010-31.Dec.2010 684.00 684.0050 96091824-2-0 USD 01.Jan.2010-31.Dec.2010 606.00 606.32 Price shown is for print plus online combination (HARR subscription ID (SNA) = 96091824 - 0 - 0)961 96159369-0-0 1351699 USD 01.Jan.2010-31.Dec.2010 3,656.00 3,656.001265 96092971-1-0 859907 USD 01.Jan.2010-31.Dec.2010 5,850.00 6,142.11 Price shown is for online package with 11 components (Title = American Society for Microbiology Online Journals Package <All 11 Online Journals for One Price>, HARR subscription ID (SNA) for main order = 96092971 - 0 - 0)1265 96092971-2-0 859907 USD 01.Jan.2010-31.Dec.2010 5,850.00 6,142.11 Price shown is for online package with 11 components (Title = American Society for Microbiology Online Journals Package <All 11 Online Journals for One Price>, HARR subscription ID (SNA) for main order = 96092971 - 0 - 0)1554 96139587-2-0 SL1030 USD 01.Dec.2009-30.Nov.2010 3,420.00 3,600.00 Price shown is for online package with 4 components (Title = American Medical Association JAMA and 3 Archives Package, HARR subscription ID (SNA) for main order = 96139587 - 0 - 0)1554 96139587-3-0 SL1030 USD 01.Dec.2009-30.Nov.2010 3,420.00 3,600.00 Price shown is for online package with 4 components (Title = American Medical Association JAMA and 3 Archives Package, HARR subscription ID (SNA) for main order = 96139587 - 0 - 0)1554 96139587-4-0 SL1030 USD 01.Dec.2009-30.Nov.2010 3,420.00 3,600.00 Price shown is for online package with 4 components (Title = American Medical Association JAMA and 3 Archives Package, HARR subscription ID (SNA) for main order = 96139587 - 0 - 0)1220 96135895-0-0 421174 USD 01.Jan.2010-31.Dec.2010 4,054.00 4,054.0055 96092114-0-0 CU-0013511USD 01.Jan.2010-31.Dec.2010 1,058.00 1,058.00
Trends in reporting
Statistical reporting tools Separate, more robust data store Trend analysis, transactional data,
projections Easy to use Hosted, web-based, unlimited access Payment models from none to some
Seamless integration?
Data flows within an integrated system
OR Data must move
between servers
Nobody wants to re-key Everybody wants clean
workflow Read only access? Error reduction
Data exchange
Ideal to be able to load relevant data • ERM systems• Acquisition modules• Relational database
Working with systems vendors –• Exploring options• ONIX for Serials (& Books) – EDItEUR &
NISO – www.editeur.org
Our background at Pence Law
Who are we? How do we use Reporter? Why do we use Reporter?
Using the data
Making informed decisions Debunking myths Tracking trends
What is circulating?
Who is borrowing what? Use of different or special
collections? Justification for redistribution of
resources
Patron Trends
2nd Floor - General Collection, Circulation, CIRCULATING ITEMS
All Times Jul 2009 Aug 2009 Sep 2009 Oct 2009 Nov 2009 Dec 2009 Jan 2010 Feb 2010 Mar 2010
7 8 9 10 11 12 1 2 3
All Patron Types 40981 4151 1926 1604 2111 2189 1530 1617 1310 1715
WCL JD Student 0 15188 558 453 668 799 999 726 716 483 725
WCL Faculty 2 8823 2922 736 141 385 137 102 170 121 95
WCL Publication 12 2567 56 45 39 54 118 50 63 95 117
WCL Carrel 13 2079 97 28 120 140 126 53 129 65 98
WCL Alumni 8 2024 114 129 99 133 106 87 77 62 121
WCL Interlibrary Loan
17 1657 104 86 109 156 137 116 93 90 118
WCL Dean's Fellows 11 1583 49 55 56 55 117 64 84 73 110
WCL Staff 3 1474 60 81 88 73 71 71 64 60 66
WCL SJD Student 14 1384 12 110 20 33 49 90 30 24 42
ARL Report
Actionable intelligence
Informed decisions for collection development
Timeliness of data Ability to move forward logically,
predictably, and transparently Who has access to the data?
What else do we need?
Ending thoughts
Libraries have some data• Located in systems• Combine with info from agents & other
sources • Need utility to exchange data to create
customized reports to meet libraries’
needs.
Endings and beginnings
What do YOU need?
