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Weighing the Evidence: Evaluating Major Research
                   Databases

 Charleston Pre-Conference Sponsored by CRL
                 Tony Horava
               AUL Collections,
         University of Ottawa, Canada
                  Nov 2, 2011
Overview
 What are major non-journal research databases?
 Institutional and consortial overview
 „Threading the needle‟ of assessment – what gets
    through and why?
   Intellectual thread
   Structural support thread
   Business case thread
   Observations
   Conclusion
University of Ottawa
 Premier bilingual (English-French) university in North
    America
   Comprehensive doctoral institution: 9 Faculties:
    Arts, Social
    Sciences, Science, Engineering, Law, Management,
    Education, Health Sciences and Medicine
   Recently admitted to ARL (125th member)
   40,000 students, 4,000 faculty; programs across most
    non-professional and professional disciplines;
   Students and faculty from 150 countries
   Among the top ten institutions in research intensity in
    Canada
Library snapshot
 Three libraries: Arts & Sciences, Health
    Sciences, and Law
   Collection budget: 13.6M (2011-12)
   ~145FTE; bilingual service
   Print books (volume equivalent)– ~2M
   Ejournal subscriptions – 24,524
   Print journal subscriptions – 3,839
   „Accessible‟ ejournals – 70,000
   Ebooks – 405,000
   Research databases – 550
Non-journal research databases
 Are primary source or raw content; in various
  media including text, image, audio, video, etc
 Historical, social, economic, business or legal in
  nature
 Typically vetted by editorial board composed of
  recognized scholars; lengthy gestation & quality
  control
 Often provides critical apparatus somewhat
  analagous to print resources…but used very
  differently
What is evidence anyway?
 “Evidence is shown to us every single day - as we
  practice our profession, we learn what works and
  what doesn‟t in certain situations. We have
  practical, real-life experiences to draw upon that
  are wrapped in different contexts.”
- Denise Koufogiannakis, Evidence-Based Library
and Information Practice 2011, 6.2
http://ejournals.library.ualberta.ca/index.php/EBLIP/article/view/10245/8126


• Trial and error
• No uniform approach
• Context is everything
Consortial landscape
 National consortium: CRKN (Canadian Research
  Knowledge Network – 75 universities)
 Regional consortia, eg OCUL (Ontario Council of
  University Libraries – 21 universities)
 Subject or program-based consortia, eg Health
  Sciences; Maps ; Data services; Law
 Language-based: CREPUQ (Quebec universities)
  ; CIFNAL (Collaboration on French language
  collections – CRL initiative)
„Intellectual‟ thread
                       Institution                 Consortia
Non-journal research   Of high importance          Same
material
Coverage               Could be broad or           Same
                       niche-based
Unique value           May complement              Critical mass of content
                       existing resources          to address many needs
Interdisciplinarity    Important for               Same…but greater
                       strengthening value         savings expected
                       proposition
Prioritization         Balancing of different      Balancing of different
                       interests among faculty     interests among
                       – are we democratic? If     institutions from small
                       not, why?                   to very large - flexibility

Existing evidence      Input from faculty; trial   Member surveys/wish
                       use; perhaps reviews        lists are critical
„Structural Support‟ Thread
                         Institution               Consortia
Discoverability          Metadata in local         Diffuse need to take
                         discovery system          into account various
                         (webscale)                systems
Integration with         Focus on local tools      Focus on a range of
researcher workflows     and workflows             tools, eg citation
                                                   management software
Mobile access            Becoming critical         Same
Functionality/platform   Core functions; bells &   Same
                         whistles not essential
Compatibility with       Important for managing    Important but
standards, eg            the resources             institutions have
COUNTER, SUSHI,                                    different needs &
KBART, etc                                         infrastructures
Indexing                 Important for precision   Same
                         & efficiency
Trials                   Can be valuable – not     Same
„Business case‟ thread
                       Institution              Consortia
Cost models            Affordability            Cost-sharing is critical;
                                                perception of equity is
                                                essential
Financing              Self-financing. Cost-  Multiple approaches to
                       sharing among funds or cost-sharing
                       disciplines
Scale of costs         All products, small to   Products with small
                       large in costs           costs not worth the
                                                effort
Sustainability         Recurring costs a        Lowering recurring
                       challenge                costs – overhead as
                                                well
Value proposition (ROI) Associated with         Associated with
                        institutional           strategic consortial
                        performance measures    goals
Licensing issues, eg   Institutional            Bargaining power as
Charleston Conference Theme:
„Something‟s Gotta Give‟
 Where do we cut corners in assessing evidence?
 If we know the vendor, and we know the platform
  and business model, we can be more efficient in
  our evaluation
 What breadth of interest is necessary for a
  purchase decision? Much depends on
  cost, impact, and degree of interdisciplinarity.
 In general, one-time purchases will not elicit the
  same scrutiny as ongoing commitments
Observations
 Libraries are faced with an explosion of scholarly
  resources, challenged budgets, emerging
  needs, and chronic lack of time
 Consortia face longer processes and timelines
  than institutions. Is there an opportunity cost?
 For consortia, the multi-faceted evidence is
  filtered through the prism of strategic goals
 Dynamics of decision-making in consortia and in
  institutions affect the forms of evidence that are
  used – political aspects
Observations ( a few more)
 Tools to analyze non-journal scholarly resources
  are difficult to come by – no easy equivalent to
  the standard unit of the journal article as vehicle
  for scholarly communication.
 Comparing digital resources to print „equivalent‟ is
  a dubious proposition: differing content, uses, and
  interactions
 Institutions are focusing on quantitative and now
  qualitative measures of value – can we link these
  research databases to learning outcomes, to
  research outcomes?
 What happens when evidence is contradictory or
  inconclusive?
Conclusion
 Evidence for non-journal databases is multi-
    layered and multi-faceted
   Weighting the evidence – we need to prioritize the
    different threads, and this will vary depending on
    the product
   More than ever, libraries have an obligation to
    spend their monies as wisely and effectively as
    possible.
   Libraries and consortia apply different but
    overlapping strategies to evidence-gathering
   Understanding & sharing best practices can be of
    much value
Thanks!
Tony Horava
thorava@uottawa.ca
(613) 562-5800 ext 3645

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Weighing the evidence crl preconference charleston 2011

  • 1. Weighing the Evidence: Evaluating Major Research Databases Charleston Pre-Conference Sponsored by CRL Tony Horava AUL Collections, University of Ottawa, Canada Nov 2, 2011
  • 2. Overview  What are major non-journal research databases?  Institutional and consortial overview  „Threading the needle‟ of assessment – what gets through and why?  Intellectual thread  Structural support thread  Business case thread  Observations  Conclusion
  • 3. University of Ottawa  Premier bilingual (English-French) university in North America  Comprehensive doctoral institution: 9 Faculties: Arts, Social Sciences, Science, Engineering, Law, Management, Education, Health Sciences and Medicine  Recently admitted to ARL (125th member)  40,000 students, 4,000 faculty; programs across most non-professional and professional disciplines;  Students and faculty from 150 countries  Among the top ten institutions in research intensity in Canada
  • 4. Library snapshot  Three libraries: Arts & Sciences, Health Sciences, and Law  Collection budget: 13.6M (2011-12)  ~145FTE; bilingual service  Print books (volume equivalent)– ~2M  Ejournal subscriptions – 24,524  Print journal subscriptions – 3,839  „Accessible‟ ejournals – 70,000  Ebooks – 405,000  Research databases – 550
  • 5. Non-journal research databases  Are primary source or raw content; in various media including text, image, audio, video, etc  Historical, social, economic, business or legal in nature  Typically vetted by editorial board composed of recognized scholars; lengthy gestation & quality control  Often provides critical apparatus somewhat analagous to print resources…but used very differently
  • 6. What is evidence anyway?  “Evidence is shown to us every single day - as we practice our profession, we learn what works and what doesn‟t in certain situations. We have practical, real-life experiences to draw upon that are wrapped in different contexts.” - Denise Koufogiannakis, Evidence-Based Library and Information Practice 2011, 6.2 http://ejournals.library.ualberta.ca/index.php/EBLIP/article/view/10245/8126 • Trial and error • No uniform approach • Context is everything
  • 7. Consortial landscape  National consortium: CRKN (Canadian Research Knowledge Network – 75 universities)  Regional consortia, eg OCUL (Ontario Council of University Libraries – 21 universities)  Subject or program-based consortia, eg Health Sciences; Maps ; Data services; Law  Language-based: CREPUQ (Quebec universities) ; CIFNAL (Collaboration on French language collections – CRL initiative)
  • 8. „Intellectual‟ thread Institution Consortia Non-journal research Of high importance Same material Coverage Could be broad or Same niche-based Unique value May complement Critical mass of content existing resources to address many needs Interdisciplinarity Important for Same…but greater strengthening value savings expected proposition Prioritization Balancing of different Balancing of different interests among faculty interests among – are we democratic? If institutions from small not, why? to very large - flexibility Existing evidence Input from faculty; trial Member surveys/wish use; perhaps reviews lists are critical
  • 9. „Structural Support‟ Thread Institution Consortia Discoverability Metadata in local Diffuse need to take discovery system into account various (webscale) systems Integration with Focus on local tools Focus on a range of researcher workflows and workflows tools, eg citation management software Mobile access Becoming critical Same Functionality/platform Core functions; bells & Same whistles not essential Compatibility with Important for managing Important but standards, eg the resources institutions have COUNTER, SUSHI, different needs & KBART, etc infrastructures Indexing Important for precision Same & efficiency Trials Can be valuable – not Same
  • 10. „Business case‟ thread Institution Consortia Cost models Affordability Cost-sharing is critical; perception of equity is essential Financing Self-financing. Cost- Multiple approaches to sharing among funds or cost-sharing disciplines Scale of costs All products, small to Products with small large in costs costs not worth the effort Sustainability Recurring costs a Lowering recurring challenge costs – overhead as well Value proposition (ROI) Associated with Associated with institutional strategic consortial performance measures goals Licensing issues, eg Institutional Bargaining power as
  • 11. Charleston Conference Theme: „Something‟s Gotta Give‟  Where do we cut corners in assessing evidence?  If we know the vendor, and we know the platform and business model, we can be more efficient in our evaluation  What breadth of interest is necessary for a purchase decision? Much depends on cost, impact, and degree of interdisciplinarity.  In general, one-time purchases will not elicit the same scrutiny as ongoing commitments
  • 12. Observations  Libraries are faced with an explosion of scholarly resources, challenged budgets, emerging needs, and chronic lack of time  Consortia face longer processes and timelines than institutions. Is there an opportunity cost?  For consortia, the multi-faceted evidence is filtered through the prism of strategic goals  Dynamics of decision-making in consortia and in institutions affect the forms of evidence that are used – political aspects
  • 13. Observations ( a few more)  Tools to analyze non-journal scholarly resources are difficult to come by – no easy equivalent to the standard unit of the journal article as vehicle for scholarly communication.  Comparing digital resources to print „equivalent‟ is a dubious proposition: differing content, uses, and interactions  Institutions are focusing on quantitative and now qualitative measures of value – can we link these research databases to learning outcomes, to research outcomes?  What happens when evidence is contradictory or inconclusive?
  • 14. Conclusion  Evidence for non-journal databases is multi- layered and multi-faceted  Weighting the evidence – we need to prioritize the different threads, and this will vary depending on the product  More than ever, libraries have an obligation to spend their monies as wisely and effectively as possible.  Libraries and consortia apply different but overlapping strategies to evidence-gathering  Understanding & sharing best practices can be of much value

Notas do Editor

  1. A few examples: Early English Books Online (ProQuest); The Making of the Modern World (Gale); North American Women’s Letters and Diaries (Alexander Street Press); Mass Observation Online (Adam Matthews)
  2. Continuations, eg Section II or Part 3 of an existing product, will receive less scrutinyInstitutional memory – building on the past – what was decided and why. How can this be documented?
  3. Historical business relationships play important role in developing new offers and the decision-making processTo thread the needle, the evidence for a product needs to navigate the different threads and find its way through