Moderated by Laurie Kaplan
NASIG – 30th Anniversary Meeting
Thursday, May 28, 2015
lkaplan@proquest.com
 Dani Roach – University of St. Thomas – representing
the library perspective of the first 20 years of collection
develop...
 First published in 1932
 Original title: Periodicals Directory: A Classified Guide to a
Selected List of Current Period...
 1980s: Ulrich’s Plus – CD-ROM released as state of the art
delivery of content, updated quarterly (1986)
 1990s: Ulrich...
 1990s and before: Good working relationship with
Library of Congress and International ISSN Center
◦ Researched using LC...
Images from the Wayback Machine
Images from the Wayback Machine
And more stats for the current database:
All Active Publishers
Small Publishers
(10 or fewer titles)
104,623 publishers 10...
New collection development tools focused on the
lifecycle of library resources:
Images from ProQuest.com
Dani Roach, University of St. Thomas (St. Paul, MN)
dlroach@stthomas.edu
 Changing formats?
 Tools available to measure usage and value of
collections?
 Mechanisms for discovering new material...
c. 1985 c. 2004
 Print books
 Print journals
 Indexes and abstracts
 Micro formats
 Other (VCRs, laserdisks,
LPs)
 O...
Image from the Pennsylvania Newspaper Project
c. 1985 c. 2004
 What we owned
(volumes)
 Things we could count
(titles added)
 Money spent on
collections and their
ma...
 Recording and counting hatch marks
 Counting names on a the library card
 Punch cards pulled from a book pocket
 Date...
Image from CatloverNJ
Image from CatloverNJ
Image from CatloverNJ
Image from CatloverNJ
Image from CatloverNJ
c.1985 c. 2004
 Counts, size
 Usage and cost per use
 Budget
 Reviews (market specific
print tools)
 Journal citation...
Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American ...
Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American ...
Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American ...
c. 1985 c. 2004
 Print catalogs
 Publisher and vendor
promotions
 Word of mouth,
conferences, displays
 Deposit accoun...
Betsy Appleton, St. Edward’s University, Austin, TX
eappleto@stedwards.edu
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 ha...
c. 2005 c. 2015
Scarborough-Phillips Library Website, St. Edward’s University,
April 25, 2006,
http://web.archive.org/web/...
c. 2004/5 c. 2015
As Dani Notes:
 What we licensed (leased
vs. perpetual)
 Any thing or activity we
could count, or tota...
 (Most) Everything to the
left &…
 It’s all Cloudy
 Library Services
Platforms
 Knowledgebases
 Discovery Services
 ...
2005
• Mergers! Bankruptcies! Budget Cuts!
• “Someone can do E-Resources On the Side” (…)
• Reorganization: Print VS. Elec...
What is interesting about the past 10 years?
 Is it what has changed, or what has not changed?
 Are we using the tools w...
Justin Clarke, HARRASSOWITZ Booksellers &
Subscription Agents
jclarke@harrassowitz.de
Image from en.wikipedia.org
Image from www.ddo.com
 Rich bibliographic information
 Publisher mergers and splits
 Claiming cycle
 Format information
 Coverage
 Backfil...
 FTE count
 IP ranges
 Carnegie Classification
 Institutional sites
 Proxy server information
 Consortial participat...
 Print catalogs to online vendor systems for:
 Ordering
 Renewing
 Claiming
 Financial data
 Cancelling
 Etc.
 Aut...
 The Big Deal
 Open Access
 DDA, Tokens
 E-Books
Thank You!
How We Used to Build the Future: 30 Years of Collection Development Trends
How We Used to Build the Future: 30 Years of Collection Development Trends
How We Used to Build the Future: 30 Years of Collection Development Trends
How We Used to Build the Future: 30 Years of Collection Development Trends
How We Used to Build the Future: 30 Years of Collection Development Trends
How We Used to Build the Future: 30 Years of Collection Development Trends
How We Used to Build the Future: 30 Years of Collection Development Trends
How We Used to Build the Future: 30 Years of Collection Development Trends
How We Used to Build the Future: 30 Years of Collection Development Trends
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How We Used to Build the Future: 30 Years of Collection Development Trends

In light of the 30th anniversary of NASIG, and the shift from print to electronic serials collections, a panel of librarians will take a historic look back at collection development trends and practices. What did our collections look like in the late 1980s? How did the online evaluation tools of the early 2000s have an impact? What are collection best practices today? Where will our future collections focus? Using statistical data from Ulrich’s Periodicals Directory and similar tools, presenters will consider how the changing landscape of serials publishing over the years has impacted the ways in which librarians have evaluated, selected, and assessed their collections from the days of print directories to today’s e-resource management offerings. This session is intended as a historic review of resources used for collection development during the 30 year history of NASIG. The perspectives of two academic librarians and a subscription agent will be heard, moderated by a representative of Ulrich’s Periodicals Directory Content team. Librarians seeking an overview of issues in collection development and resource vetting are encouraged to attend. There will be an opportunity for attendees to share their observations with colleagues and the panel. Speakers: Laurie Kaplan, Moderator, Director of Editorial Operations, ProQuest Dani L. Roach, Head of Serials and Electronic Resource Acquisitions, University of St. Thomas Betsy Appleton, Electronic and Continuing Resources Librarian, St. Edward's University Justin Clarke, Product Manager and Regional Sales Manager East, HARRASSOWITZ Booksellers and Subscription Agents
Published on: Mar 3, 2016
Published in: Education      
Source: www.slideshare.net


Transcripts - How We Used to Build the Future: 30 Years of Collection Development Trends

  • 1. Moderated by Laurie Kaplan NASIG – 30th Anniversary Meeting Thursday, May 28, 2015 lkaplan@proquest.com
  • 2.  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
  • 3.  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 1st Edition (1932) 53rd Edition (2015) 6,000 titles 231,320 titles 183 subject headings 903 subject headings 323 pages 11,820 pages $10.00 list price $2,395 list price
  • 4.  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
  • 5.  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
  • 6. Images from the Wayback Machine
  • 7. Images from the Wayback Machine
  • 8. And more stats for the current database: All Active Publishers Small Publishers (10 or fewer titles) 104,623 publishers 102,319 publishers 239,514 active titles 151,857 active titles Data Point 1985 1995 2005 2015 Periodicals (total) 95,000 165,000 188,550 231,320 Refereed publications 2,500 10,000 21,800 37,728 CD-ROM titles (1986) n/a 1,963 6,700 7,300 Electronic titles n/a 5,517 45,000 107,269 Open Access Journals (2004) n/a n/a 1,970 9,821
  • 9. New collection development tools focused on the lifecycle of library resources: Images from ProQuest.com
  • 10. Dani Roach, University of St. Thomas (St. Paul, MN) dlroach@stthomas.edu
  • 11.  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?
  • 12. 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
  • 13. Image from the Pennsylvania Newspaper Project
  • 14. 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
  • 15.  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
  • 16. Image from CatloverNJ
  • 17. Image from CatloverNJ
  • 18. Image from CatloverNJ
  • 19. Image from CatloverNJ
  • 20. Image from CatloverNJ
  • 21. 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
  • 22. Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.
  • 23. Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.
  • 24. 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 Libraries Summary reports from ACRL's 2000 Academic Libray Trends & Statistics: http://www.virginia.edu/surveys/Projects/ACRL/2000/home.htm
  • 25. 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
  • 26. Betsy Appleton, St. Edward’s University, Austin, TX eappleto@stedwards.edu
  • 27. Panelist Has Early Encounter with Periodicals, circa 1985 Image Credit: Karen Appleton
  • 28.  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?
  • 29. 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/
  • 30. 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/
  • 31.  (Most) Everything to the left &…  It’s all Cloudy  Library Services Platforms  Knowledgebases  Discovery Services  SERU 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
  • 32. 2005 • 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!
  • 33. 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?
  • 34. Justin Clarke, HARRASSOWITZ Booksellers & Subscription Agents jclarke@harrassowitz.de
  • 35. Image from en.wikipedia.org
  • 36. Image from www.ddo.com
  • 37.  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!!!
  • 38.  FTE count  IP ranges  Carnegie Classification  Institutional sites  Proxy server information  Consortial participation  License cycle  Individual contact details
  • 39.  Print catalogs to online vendor systems for:  Ordering  Renewing  Claiming  Financial data  Cancelling  Etc.  Automation – EDI - Standards  Management Reports to assist with analysis
  • 40.  The Big Deal  Open Access  DDA, Tokens  E-Books
  • 41. Thank You!