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www.derby.ac.ukwww.derby.ac.uk
Manage, develop, collaborate:
Evidence-based decision making and
continuing best practice i...
www.derby.ac.uk
Meet your presenters
• Library Subscriptions &
Document Delivery Librarian,
December 2013.
• Previously Co...
www.derby.ac.uk
Explicit challenges at the University of Derby –
Practicalities of provision
“(When working with e-resourc...
www.derby.ac.uk
E-Resources’ response:
• Collection Development
Group
o Focusing on collections as a
whole, reviewing and ...
www.derby.ac.uk
Harvesting and presenting usage data
• Details various criteria including Cost per Use, General Metrics an...
www.derby.ac.uk
In detail
• Comparison with previous year
taken from LMS
• Clear need to identify most
relevant metrics wi...
www.derby.ac.uk
“All usage is valid” - contextualising usage and finance
• Usage data statistics –
standardisation through...
www.derby.ac.uk
E-Resources’ response:
• Removes General Metrics and ILLs
• Focuses on Cost per Use and Usage Criteria
www.derby.ac.uk
Implicit challenges at the University of Derby –
how we think and understand and what we communicate
Aware...
www.derby.ac.uk
Going forward
• Usability testing
• Flexible spending timeline.
• Shared practice / community –
across lib...
www.derby.ac.uk
Thanks, questions and contacts
• James Kay
Library Subscriptions & Document Delivery Librarian
Learning En...
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UKSG Conference 2015 - Manage, develop, collaborate: evidence-based decision making and continuing best practice in academic libraries James Kay and Paul Cavanagh University of Derby

HE/FE institutions are increasingly user focused and must meet the challenge of providing high quality services which meet the demands of its users to provide access to more varied resources in a rapidly changing technological environment. This is balanced against the increasing costs of resources and a political- and sector-wide institutional need to better account for and spend library budgets. This session will discuss how the University of Derby is using statistical and decision-based tools to determine how effectively library resources are managed and planned, collaborating with publishers, academics, colleagues within the Library and across the library and information sector to develop continuing best practice through evidence-based decision making.

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UKSG Conference 2015 - Manage, develop, collaborate: evidence-based decision making and continuing best practice in academic libraries James Kay and Paul Cavanagh University of Derby

  1. 1. www.derby.ac.ukwww.derby.ac.uk Manage, develop, collaborate: Evidence-based decision making and continuing best practice in academic libraries James Kay and Paul Cavanagh
  2. 2. www.derby.ac.uk Meet your presenters • Library Subscriptions & Document Delivery Librarian, December 2013. • Previously Company Librarian at Simcyp Ltd (private pharma- tech enterprise company) for 6 ½ years. • Met former Doctor Who Tom Baker and got his autograph...at Songs of Praise James • Library Resources Development & Delivery Manager, September 2013. • Previously Senior Assistant Librarian De Montfort University, Leicester and Library Assistant at University of Nottingham. • Appeared as a librarian in an episode of popular BBC daytime soap Doctors Paul • Subscriptions and E- Resources needed long term strategy to ensure sustainable service development. • Process review and analysis of service provision resulted in changes to roles and responsibilities: • E-Resources spend approx. £750,000.00 • Coincided with reorganisation of University of Derby’s academic structure Library
  3. 3. www.derby.ac.uk Explicit challenges at the University of Derby – Practicalities of provision “(When working with e-resources) a vast bank of goodwill is required” • Spend and commitment targets. • Reviewing print and electronic holdings in line with: o Budget and spend o Teaching, learning and research needs • Agreeing Library provision in a way that is: o Transparent o Measurable o Comparable Budgets • Compatibility of resources with existing systems and technology: o Reading lists – Talis Aspire, Talis Aspire Digitised Content (TADC) o Discovery Service – EBSCO o Catalogue – Prism • Pricing models, collections and packages • Checking and storing licenses Systems • Meeting license requirements. • Authentication standards • Ensuring access for eligible users • Restricting access for ineligible • users • Managing on campus and off campus access • Ensuring accuracy and visibility of holdings Access What challenges do you face?
  4. 4. www.derby.ac.uk E-Resources’ response: • Collection Development Group o Focusing on collections as a whole, reviewing and making effective decisions through evidence. • Library Systems Improvement Group o Focusing on systems, accessibility, findability, usability. • Reading Lists (Aspire/TADC) Group o Focusing on collaboration and reading lists provision •Groups meet quarterly Working Groups • Reviewing roles and responsibilities (Subscriptions and Document Delivery Librarian, E-Resources Library Assistant, E-Resources Administrator) • Changing work flows and building in support processes • Identifying gaps in service provision • Clarifying responsibilities with colleagues in IT services, Library and publishers • Unifying systems – to a point Service • e-resources@derby.ac.uk mail box used for logging systems queries and faults and is now default email for subscriptions • Renewals and Purchase Order notices • Regular meetings with Finance team • Establish cancellation periods for all resources • Review current provision of usage statistics including peer and institutional benchmarking across time Monitoring
  5. 5. www.derby.ac.uk Harvesting and presenting usage data • Details various criteria including Cost per Use, General Metrics and ILL Comparison • Note that this is at subscription level and not by subject or college
  6. 6. www.derby.ac.uk In detail • Comparison with previous year taken from LMS • Clear need to identify most relevant metrics with Subject Librarian colleagues
  7. 7. www.derby.ac.uk “All usage is valid” - contextualising usage and finance • Usage data statistics – standardisation through counter compliancy • Who is using it and how? e.g. database, discovery service or individual journal? • Practicalities of usage consolidation across different resources - a huge task, gathering and harvesting usage • Establishing benchmarks • Cost per use metric is often the primary indicator What is usage? Assessing systems and provision • What has University agreed to provide? What can it not provide (e.g. to different student groups)? How can it check and store licenses? Pricing models, collections and packages • What has the University purchased? What content does it own? When is payment due? Linking usage to cost • Workbook is comprehensive but not immediately accessible - requires editing / abridging • Leads to over simplification e.g. COUNTER / non- COUNTER is grouped as ‘usage’ • User education – different types of usage, cost per use / download, analysis • Usage is not in isolation – one of many factors (e.g. Teaching, Learning and Research needs) Monitoring
  8. 8. www.derby.ac.uk E-Resources’ response: • Removes General Metrics and ILLs • Focuses on Cost per Use and Usage Criteria
  9. 9. www.derby.ac.uk Implicit challenges at the University of Derby – how we think and understand and what we communicate Awareness • Identifying resourcing needs and future proofing • Focus on resource planning in early stages of course development • Liaison with Subject Librarians • Subject Librarian liaison with academics • Understanding issues at senior management level • Managing expectations – students, academics, publishers and content providers, librarians, institution • Need to improve knowledge and understanding of issues surrounding resource renewals • Communicating this information to colleagues Communication • Culture • Structure • Institutional priorities, e.g. student experience, research • External factors e.g. funding, recruitment, student numbers. • Legislation e.g. copyright restrictions • Increasing cost of resources Organisation and sector
  10. 10. www.derby.ac.uk Going forward • Usability testing • Flexible spending timeline. • Shared practice / community – across library, institutions, profession, FE / HE sector • Engaging with publishers • Positive impact in other areas of service – e.g. Enquiries, Subject Librarians • Advocacy / promotion – of team, roles / responsibilities, new tools • Future proofing – academic validations, course planning, systems development Best practice • Develop agreed assessment criteria for renewals based on: o Teaching, learning and research needs o Usage and comparison data o Cost analysis o Accessibility and authentication • For a journal, criteria might be…good impact factor, academics publish regularly in it, student recommendation, selected for reading lists, only journal in the field etc Analysis • The ultimate aim, the dream of E-Resources! • Holds all suppliers, renewals dates, costs and licensing information • Provides detailed analytics, usage breakdown and allows benchmarking • Links with student information, e.g. student numbers • Links with all library systems, allowing easy authentication, updating of records Matrix
  11. 11. www.derby.ac.uk Thanks, questions and contacts • James Kay Library Subscriptions & Document Delivery Librarian Learning Enhancement T: 01332 592626 E: J.Kay@derby.ac.uk • Paul Cavanagh Library Resources Development & Delivery Manager Learning Enhancement T: 01332 592459 E: P.Cavanagh@derby.ac.uk • Tim Peacock E-Resources Administrator Learning Enhancement T: 01332 591204 E: T.Peacock@derby.ac.uk Twitter: @DerbyUniLibrary Web: http://www.derby.ac.uk/campus/library/

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