Holdings Verification, Monitoring and Collecting

Statistics – How can librarians overcome

these issues?

The Challenge

• Comprehensive and independently verified usage reports

• Tracking content in new formats

• Holdings verification – access checking and link fault detection

• Increasing dependence on IT resources

Michael Margotta Senior Associate, Head of Business Development

Maverick Publishing Specialists

The Auditor™ Vision

Josh Pyle President, Chief Technical Officer

Dublin Six

• Comprehensive Usage Logging, Holdings Verification, and Performance Monitoring

• Return to librarians the circulation control that was lost when resources moved from their shelves to the Internet.

Usage Reporting

John McDonald Associate Dean for Collections

University of Southern California

Usage Report Challenges

•Non-COUNTER compliant vendors •New information formats (video, etc.) •Just in Time or Real-time Reporting •Article level metrics, and other more granular data

Non-COUNTER Publishers

•COUNTER Compliant: •Major publishers

•Audit issues?

•Not compliant:

•Small publishers

•Specialized publishers

•Unique format types

New Formats •More than text now •Usage is non-linear, non-comprehensive

Real-Time Reporting Library Analysis •Need to know basis •Project oriented •Non-systematic

Article-Level Metrics

User (or Local) Metrics

Auditor™ Usage Logging

• No expectation of publisher compliance Comprehensiveness

• No arbitrary limits to the usage archive Perpetuity

• No inline networking or artificial inflation of usage Passivity

• Internal distribution and access to raw data Locality

Holdings Verification

Linda Wobbe Head, Collection Management

Saint Mary's College of California

Saint Mary’s College of California

•Master’s L; High Undergraduate

•3,500 FTE •Graduate Business & Education

SMC Library Staff Diane Nolting Periodicals Manager

Alex Guinan-Blaney Periodicals Assistant

Mike Jung Electronic Resources Manager

Periodical change in recent years

Expenditures Current Subscriptions

Checking Receipt and Access

Print Journals

300 titles

• Daily mail pick-up

• Daily check-in

• Monthly claims

Electronic Journals

12,000 titles

• Weekly checks of 200 databases

• Annual access checks of 1,000 cataloged e-journals

• Twice yearly checks of titles in content management system

Weekly Manual Database Checks Database Name Availability Searches Full Text Notes

AtoZ Maps Y Y Y

ABC-Clio e-books Y Y Y

ABI/INFORM Complete Y Y Y

Academic OneFile Y Y N

Academic Search Complete Y Y Y

Academic Video Online (VAST) Y Y Y

Access World News Y Y Y

AccessScience Y Y Y

ACS Journals Y Y Y

Acta Sanctorum Y Y Y

Agricola Y Y N

Semi-Annual Manual Check of Cataloged Serials

Publisher Packages

• Does the list from the vendor match SerialsSolutions?

• Almost never.

• Strategy – upload the vendor’s list and use it instead

• OR – run an overlap analysis

• Example Taylor & Francis. For 2012 Social Sciences & Humanities list the Serials Solutions list lacked hundreds of titles; by October it still lacked 44 titles.

• Is the list from the vendor accurate?

• Often no.

• Typical problem – lacks former titles to which you have access.

• Sometimes a vendor doesn’t record your order properly

• American Chemical Society granted us access to Legacy Archives for four years

Problems

• Continuation titles at vendor site

• Knowledge-base holdings errors

• Knowledge-base link errors

• Vendor holdings missing

Problems (continued)

• Continuation titles at vendor site

• Knowledge-base holdings errors

• Knowledge-base link errors

• Vendor holdings missing

Problems (continued)

• Continuation titles at vendor site

• Knowledge-base holdings errors

• Knowledge-base link errors

• Vendor holdings missing

Failure to translate print standards to e-journals

Print

•Check-in every issue •Annual binding identifies missing issues

•Annual shelf-read identifies missing volumes

Electronic

•Check database level only

•Check random sample for holdings

•React to complaints

Auditor™ Holdings Verification

• No sampling – access for every request is verified Comprehensiveness

• No end dates or periods of inactivity Perpetuity

• No assertion, service calls, or software agents Passivity

• No small pockets of inaccessibility Locality

Auditor™ Catalog Integration

Auditor™ Catalog Integration

Auditor™ Catalog Integration

Auditor™ Catalog Integration

Link Fault Detection

Jason S. Price, Ph.D. Program Manager

SCELC

OpenUrl Failure Rates ~30%

Trainor CA and JS Price. 2010. Rethinking linking: breathing new life into OpenUrl. Library Technology Reports 46(7) Digging into the data: Exposing the causes of resolver failure (pp. 15-26)

User-initiated Link Fault Reporting

•Only a small fraction of problems are reported •Often not enough information to diagnose the issue

•Even when there is enough information, it could be related to a temporary problem

• In sum, a reactive approach to OpenUrl failure (one case of link fault detection) is haphazard at best

•There must be a better, more proactive way!

Auditor™ Link Fault Detection

• No sampling – every link followed is verified Comprehensiveness

• No end dates or periods of inactivity Perpetuity

• No resource utilization or active assertion Passivity

• All links are tested on premises Locality

Auditor™ Catalog Integration

Auditor™ Catalog Integration

Auditor™ Catalog Integration

Auditor™ Catalog Integration

Thank You

For more information… Joshua Pyle Chief Technical Officer Dublin Six

Email: josh@dublinsix.com Phone: (205) 447-9892