[Eril-l] Serial Cancellation/Renewal process question

[Kristina DeShazo]

Hi Alisha,

OHSU has done much the same as UT Austin as far as collecting and presenting the data for consideration by liaisons. We include (where available) three years of ILL lending, three years of use statistics, OHSU author publication, plus three years of pricing percent of increase and by extension the three years of CPU. This does take a considerable amount of time which is mitigated only somewhat by the fact that we have one individual who manages it and has developed some speed (and skill!) in pulling it all together.

With the growing interest in and use of altmetrics I am anxious to explore other measurements that might be useful in decision making.

Kristi

++++++++++++++++++++++++
Kristina M. DeShazo, MLS
Acquisitions & E-Resources Librarian
Assistant Professor
Oregon Health & Science University | Portland, Oregon
deshazok at ohsu.edu<mailto:deshazok at ohsu.edu> | 503-494-1637 | BICC 307A

*Upcoming period out of office: Oct 26 - Nov 6*

From: Eril-l [mailto:eril-l-bounces at lists.eril-l.org] On Behalf Of Enoch, Todd
Sent: Wednesday, October 14, 2015 7:56 AM
To: Quagliana, Alisha L <a.quagliana at austin.utexas.edu>; eril-l at lists.eril-l.org
Subject: Re: [Eril-l] Serial Cancellation/Renewal process question

Hi Alisha,

In recent years, in addition to CPU, we have also looked at inflation factor, in order to target titles whose prices are increasing at an accelerated rate, as well as a subjective liaisons ranking.

We do all of the data collection/compiling ourselves; a few years ago we asked our subject librarians to do some of the analysis themselves, and it was more trouble than it was worth.

Our final decisions are now made by the Collection Development department, but we rely heavily on the input from our liaisons and faculty.  If they identify something as must have that we see as being questionable due to cost concerns, it goes on an "endangered species" list and they are given a few years to promote its use to lower the CPU.

We do ranking based on percentiles that compare each resource against a like resource.  By converting each of our factors to percentiles, it enables us to create composite scores for ranking.

We live and die by our Excel spreadsheets.

Here's some to  presentations/papers my co-workers and I did about our cancelation methods recently which have more information:
 http://www.slideshare.net/NASIG/planning-for-the-budget-ocalypsethe-evolution-of-a-serialser-cancellation-methodology
http://www.tandfonline.com/doi/abs/10.1080/0361526X.2015.1025657
http://docs.lib.purdue.edu/charleston/2014/Collection/7/
http://digital.library.unt.edu/ark:/67531/metadc407874/


Todd
-------------------------------------------------------

Todd Enoch
Head, Serials and Electronic Resources
University of North Texas Libraries
(940) 565-2516




From: Eril-l [mailto:eril-l-bounces at lists.eril-l.org] On Behalf Of Quagliana, Alisha L
Sent: Wednesday, October 14, 2015 9:38 AM
To: eril-l at lists.eril-l.org<mailto:eril-l at lists.eril-l.org>
Subject: [Eril-l] Serial Cancellation/Renewal process question


Hi all-



We are reviewing how we go about asking our subject specialists to review and make cancellation/renewal decisions for our continuing resources. Currently, we provide each subject specialist (annually) with a comprehensive spreadsheet of the continuing resources they manage (including title, format, cost), and we ask them to look up usage statistics in our ERM's usage statistics module. We're interested in hearing from folks about how continuing resources are reviewed at their libraries.  Here are some questions we are wrestling with to get you started:



What data do you think is essential for this process? Is all the data needed compiled beforehand and presented together, or do you ask subject specialists to find or compile certain data on their own? Does the final say on cancellations happen individually (each subject specialist) or from teams or from a small "collections management" group? Do you notify faculty of cancellations in advance, and if so how is that done? Do you use some type of ranking system when deciding what to renew/cancel, and if so how did you implement this? And maybe most important how are you managing this (spreadsheets, database, Google)? We are especially interested in solutions that have made it easier/faster for subject specialists to identify "underperforming" or "less-essential" titles.



Feel free to contact us off list but I'm sure others on this list would interested in the conversation if you would like to share. Thanks in advance!

Thanks-
Alisha
________________________________
Alisha Quagliana
Discovery & Access Coordinator
The University of Texas at Austin  | UT Libraries
512.495.4660  |  utexas.edu


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