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How We Used to Build the Future:
30 Years of Collection Development Trends
Moderated by Laurie KaplanNASIG – 30th Anniversary Meeting
Thursday, May 28, 2015
Dani Roach – University of St. Thomas – representing the library perspective of the first 20 years of collection development during NASIG’s existence
Betsy Appleton – St. Edward’s University – representing the most recent 10 years of collection development from the library perspective
Justin Clarke – Harrassowitz – representing a vendor point of view on collection development over the last 30 years
Q&A for the panelists and audience◦ “Poll questions” – show of hands◦ Answers to questions from the panelists◦ Q&A at the end of the presentation
Panel and Audience Participation
First published in 1932
Original title: Periodicals Directory: A Classified Guide to a Selected List of Current Periodicals Foreign and Domestic by Carolyn Ulrich, chief of the Periodicals Division of the New York Public Library
For more information on Carolyn Ulrich, see the piece posted on the ProQuest website at http://www.proquest.com/blog/2012/the-story-of-carolyn-ulrich.html
Ulrich’s Periodicals Directory™ – Quick History of the Print Product
1st Edition (1932) 53rd Edition (2015)6,000 titles 231,320 titles183 subject headings 903 subject headings323 pages 11,820 pages$10.00 list price $2,395 list price
1980s: Ulrich’s Plus – CD-ROM released as state of the art delivery of content, updated quarterly (1986)
1990s: Ulrichsweb is released – online, 3rd party links – “New dynamic for the 21st Century” (1999)
2000s: Ulrich’s Serials Analysis System is released – enables comparisons of library serials against Ulrich’s or other databases from the online Ulrich’s system (2003)
2010s: Ulrichsweb is redesigned – incorporates features requested by clients and enables use on various devices
2014-2015: Ulrich’s in Intota – data for collection analysis and ROI Assessment
Ulrich’s Evolves Over 30 Years
1990s and before: Good working relationship with Library of Congress and International ISSN Center◦ Researched using LC and ISSN Portal for direct data
2000s: Bowker employee embedded in the Library of Congress to work part time for Bowker on Ulrich’s data and part time for LC assigning ISSN
2010s: Refocused the position at the LC (now a ProQuest employee) to work with the knowledgebase and PQ MARC records part time and with ISSN assignments for LC part time
Relationship with US ISSN Center
Announcing Ulrichweb™ (1999)
Images from the Wayback Machine
Images from the Wayback Machine
And more stats for the current database:
Ulrich’s Stats Over the Last 30 Years
All Active PublishersSmall Publishers (10 or fewer titles)
104,623 publishers 102,319 publishers239,514 active titles 151,857 active titles
Data Point 1985 1995 2005 2015Periodicals (total) 95,000 165,000 188,550 231,320Refereed publications 2,500 10,000 21,800 37,728CD-ROM titles (1986) n/a 1,963 6,700 7,300Electronic titles n/a 5,517 45,000 107,269Open Access Journals (2004) n/a n/a 1,970 9,821
Heading into the future . . .New collection development tools focused on the lifecycle of library resources:
Images from ProQuest.com
Collection Development Blasts from the Past
c.1985-2004
Dani Roach, University of St. Thomas (St. Paul, MN)
Changing formats? Tools available to measure usage and value of
collections? Mechanisms for discovering new materials to add
to our collections? What has changed more – our collections, or our
collection development practices?
What’s interesting about looking back?
What did our collections look like?
c. 1985 c. 2004
Print books Print journals Indexes and abstracts Micro formats Other (VCRs, laserdisks,
LPs)
Online and print books and journals
Databases (with and without full text)
Other physical and online formats
Image from the Pennsylvania Newspaper Project
What did we measure?
c. 1985 c. 2004
What we owned (volumes)
Things we could count (titles added)
Money spent on collections and their maintenance
Usage (book check outs, journals re-shelved)
What we licensed (leased vs. perpetual)
Any thing or activity we could count, or total
COUNTER statistics (journal articles viewed)
Network statistics
Recording and counting hatch marks Counting names on a the library card Punch cards pulled from a book pocket Date stamps Creating spreadsheets that integrate use and cost Scanning Barcodes Publisher site recognizing downloads within our IP
range
Tools used – from manual to semi-automated to automated
Image from CatloverNJ
Image from Dan Century
Image from CatloverNJ
Image from Dan Century
Image from CatloverNJ
Image from Dan Century
Image from CatloverNJ
Image from Dan Century
Image from CatloverNJ
Image from Dan Century
Tools for assessment
c.1985 c. 2004
Counts, size Usage and cost per use Budget Reviews (market specific
print tools) Journal citation factor Observation, experience
Everything from 1985, plus Collection comparisons ROI Cost per anything that
could be measured Online resources Online user surveys, chat
Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.
Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.
Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.
ACRL Stats taken from: Statistical Summaries for Academic LibrariesSummary reports from ACRL's 2000 Academic Libray Trends & Statistics: http://www.virginia.edu/surveys/Projects/ACRL/2000/home.htm
Tools for discovery
c. 1985 c. 2004
Print catalogs Publisher and vendor
promotions Word of mouth,
conferences, displays Deposit accounts Approval plans (physical,
slips, profiles)
Everything from 1985, plus
Online/emails/web sessions with vendors and publishers
Via established profiles
Collection Development: The Past Decade
Betsy Appleton, St. Edward’s University, Austin, TX
Panelist Has Early Encounter with Periodicals, circa 1985
Image Credit: Karen Appleton
Is it what has changed, or what has not changed?
Are we using the tools we created in the ways we expected ?
What have we stopped doing, and why?
What is interesting about the past 10 years?
What do our collections look like?
c. 2005 c. 2015
Scarborough-Phillips Library Website, St. Edward’s University, April 25, 2006, http://web.archive.org/web/20060425102740/http://libr.stedwards.edu/
Munday Library Website, St. Edward’s University, May 5, 2015, http://library.stedwards.edu/
What are we measuring?
c. 2004/5 c. 2015
As Dani Notes: What we licensed (leased
vs. perpetual) Any thing or activity we
could count, or total COUNTER statistics
(journal articles viewed) Network statistics
Everything to the left &… What we access
◦ Open Access◦ COUNTER > Journals◦ Website Analytics
Research Indicators◦ Altmetrics◦ UX/User Behavior
Measuring time, by Louise Docker: http://www.flickr.com/photos/14516334@N00/286709039/
(Most) Everything to the left &…
It’s all Cloudy Library Services
Platforms Knowledgebases Discovery Services SERU
Tools we use
c. 2005 c. 2015
Link Resolvers ERMS/A-Z Lists Federated Search Integrated Library
Systems Record Sets Model Licenses
iPod, 5th Gen. 2005 from http://en.wikipedia.org/wiki/IPod_Classic
Apple Watch, 2015 from http://en.wikipedia.org/wiki/Apple_Watch
Organizational Changes2005
• Mergers! Bankruptcies! Budget Cuts!• “Someone can do E-Resources On the Side” (…)
• Reorganization: Print VS. Electronic tasks• Re-Reorganization: Print AND Electronic tasks
2015
• New Roles: Scholarly Communications, IRs, Data Services, etc.
• Mergers! Bankruptcies! Budget Cuts!
What is interesting about the past 10 years?
Is it what has changed, or what has not changed?
Are we using the tools we created in the ways we expected ?
What have we stopped doing, and why?
Returning to my questions…
Collection Development: A vendor perspective
Justin Clarke, HARRASSOWITZ Booksellers & Subscription Agents
An emerging theme:
Image from en.wikipedia.org
Simpler times:
Or maybe this is the theme:
Image from www.ddo.com
Rich bibliographic information Publisher mergers and splits Claiming cycle Format information Coverage Backfile availability Platform and access information Post cancellation access rights Licensing information Standard Terms and Conditions All kinds of helpful links And more!!!
A little more complex:
FTE count IP ranges Carnegie Classification Institutional sites Proxy server information Consortial participation License cycle Individual contact details
Another layer of complexity:
Print catalogs to online vendor systems for: Ordering Renewing Claiming Financial data Cancelling Etc.
Automation – EDI - Standards
Management Reports to assist with analysis
The tools we provide:
The Big Deal
Open Access
DDA, Tokens
E-Books
Even more tracking…
Questions
Thank You!