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Using Assessment to Make Difficult Choices in Cutting Periodicals

Using Assessment to Make Difficult Choices in Cutting Periodicals. Richard Stockton College of New Jersey Kerry Chang FitzGibbon Assistant Professor & Serials Librarian MaryAnn Trail Associate Professor & Administrator of the Library’s Education Program June 3, 2011. Introduction.

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Using Assessment to Make Difficult Choices in Cutting Periodicals

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  1. Using Assessment to Make Difficult Choices in Cutting Periodicals Richard Stockton College of New Jersey Kerry Chang FitzGibbon Assistant Professor & Serials Librarian MaryAnn Trail Associate Professor & Administrator of the Library’s Education Program June 3, 2011

  2. Introduction • Periodicals Collection Development • Periodical subscriptions: 1990 –present

  3. Physical Changes in the Department

  4. Other Changes • 2000 - New Director

  5. Other Changes • 2000 New Director • More data driven decisions

  6. Other Changes • 2000 New Director • More data driven decisions • Changes in technology • More aggregate databases • More journals available electronically

  7. Other Changes • 2000 New Director • More data driven decisions • Changes in technology • More aggregate databases • More journals available electronically • Assembly to a Senate

  8. Other Changes • 2000 New Director • More data driven decisions • Changes in technology • More aggregate databases • More journals available electronically • Assembly to a Senate • College Wide Email

  9. Periodicals Cancellation –Contributing Factors • Escalating journal costs

  10. Periodicals Cancellation –Contributing Factors • Escalating journal costs • Demand and growth of new college programs with no budget increases

  11. Periodicals Cancellation –Contributing Factors • Escalating journal costs • Demand and growth of new college programs • Declining library budget

  12. Periodicals Cancellation –Contributing Factors • Escalating journal costs • Demand and growth of new college programs • Declining library budget • E-journals and online databases

  13. Renewal Process: 2000-2009 • LAC – collaborative role of librarians & faculty

  14. Renewal Process: 2000-2009 • LAC – collaborative role of librarians and faculty • Assignment & allocation of periodicals - Schools and Programs

  15. Renewal Process: 2000-2009 • LAC – collaborative role of librarians & faculty • Assignment & allocation of periodicals - Schools & Programs • Horse trading

  16. Renewal Process: 2000-2009 • LAC – collaborative role of librarians & faculty • Assignment & allocation of periodicals -Schools & Programs • Horse trading • “Wednesday Night Massacre”

  17. Renewal Process: 2000-2009 • LAC – collaborative role of librarians & faculty • Assignment and allocation of periodicals - Schools & Programs • Horse trading • “Wednesday Night Massacre” • The “Periodicals Allocation Formula” 2005-2008

  18. Periodicals Allocation Formula

  19. Renewal Process: 2000-2009 • LAC – collaborative role of librarians & faculty • Assignment & allocation of periodicals - Schools & Programs • Horse trading • “Wednesday Night Massacre” • The “Periodicals Allocation Formula” 2005-2008 • Periodicals Assessment: Print vs. Electronic Access

  20. Periodicals Assessment Project :Print vs. Electronic Access • Objectives • To address a budget deficit - $29,000.

  21. Periodicals Assessment Project :Print vs. Electronic Access • Objectives • To address a budget deficit - $29,000 print journals. • To verify the availability of electronic access for the print titles.

  22. Periodicals Assessment Project :Print vs. Electronic Access • Objectives • To address a budget deficit - $29,000 print journals. • To verify the availability of electronic access in databases for the print titles. • To proactively calm the faculty.

  23. Periodicals Assessment Project :Print vs. Electronic Access • Objectives • To address a budget deficit - $29,000 print journals. • To verify the availability of electronic access in databases for the print titles. • To proactively calm the faculty. • To prove to faculty - no loss of access for cancelling print journals.

  24. Periodicals Assessment Project :Print vs. Electronic Access • Objectives • To address a budget deficit - $29,000 print journals. • To verify the availability of electronic access in databases for the print titles. • To proactively calm the faculty. • To prove to faculty - no loss of access for cancelling print journals. • To ensure the availability of stable online access.

  25. Periodicals Assessment Project :Print vs. Electronic Access • Objectives • To address a budget deficit - $29,000 print journals • To verify the availability of electronic access in databases for the print titles. • To proactively calm the faculty. • To prove to faculty- no loss of access for cancelling print journals. • To ensure the availability of stable online access. • To deal with restrictions on online access.

  26. Periodicals Assessment Project :Print vs. Electronic Access • Process Step 1: • Generated Serials Solutions Overlap Analysis Report

  27. File #1 : sample page of a Serials Solutions Overlap Analysis Report

  28. Periodicals Assessment Project :Print vs. Electronic Access • Process Step 2: • Exported file from each of the databases.

  29. File#2: Sample page of Overlap Analysis Report from one of the databases- ABI/INFORM GLOBAL

  30. Periodicals Assessment Project :Print vs. Electronic Access • Process Step 2: • Exported file from each of the databases. • Merged all the files into one Excel spreadsheet.

  31. Periodicals Assessment Project :Print vs. Electronic Access • Process Step 2: • Exported file from each of the databases. • Merged all the files into one Excel spreadsheet. • Sorted the Excel spreadsheet alphabetically by journal title.

  32. Periodicals Assessment Project :Print vs. Electronic Access • Process Step 3: • Highlighted all Richard Stockton’s titles on the Overlap Analysis Report in RED (File #3).

  33. File #3: Excel file with titles from all databases combined and merged into one.

  34. Periodicals Assessment Project :Print vs. Electronic Access • Process Step 3: • Highlighted all Richard Stockton’s titles on the Overlap Analysis Report in RED. • Extracted and kept only those RED titles that we also had a print subscription (File #4).

  35. File #4: Full Text journal titles that we also have a print subscription)

  36. Periodicals Assessment Project :Print vs. Electronic Access • Process Step 4: Highlighted print titles we had a CURRENT print subscriptionYELLOW(file #5).

  37. Sample page of File #5 : Titles in yellow we have a current print subscription

  38. Periodicals Assessment Project :Print vs. Electronic Access • Process Step 5: From File #5, checked access and actual holdings available for each yellow title. Noted any restrictions: embargo period, moving walls, etc.

  39. File # 6: Full Text Access with restriction/embargo for our print journals. We have a current print subscription for the Yellow highlighted titles.

  40. Periodicals Assessment Project :Print vs. Electronic Access • Process Step 6: • Added supplemental information to File#6.

  41. Periodicals Assessment Project :Print vs. Electronic Access • Process Step 6: • Added supplemental information to File#6. • Submitted the final report (File # 7) to the Director for cancellation considerations.

  42. File #7: (Overlap report with additional info: School/ program, cost and 3 years print usage)

  43. Periodicals Assessment Project :Print vs. Electronic Access • Results: • Met our target of print cancellation. • Cancelled 77 print titles for 2010 at a total cost of $29,440.00 (File #8).

  44. File #8: Final product - 2010 cancellations List

  45. Periodicals Assessment Project :Print vs. Electronic Access • Criteria for cancellation - a)extremely low print usage b)stable & reliable online access

  46. Periodicals Assessment Project :Print vs. Electronic Access • Results: • Demonstrated no loss of access for the cancelled print titles. • Responses from the faculty were different from previous years. • This year there was no eruption of furious emails or name calling.

  47. Periodicals Assessment Project :Print vs. Electronic Access • Impacts/Outcome: • Met target of cancelling $29,440 print journals by showing data, facts and using more positive terms.

  48. Periodicals Assessment Project :Print vs. Electronic Access • Impacts/Outcome: • Met target of cancelling $29,440 print journals by showing data, facts and using more positive terms. • The well informed faculty is our strongest ally.

  49. Periodicals Assessment Project :Print vs. Electronic Access • Impacts/Outcome: • We met our target of cancelling $29,440 print journals by showing data, facts and using more positive terms. • The well informed faculty is our strongest ally. • Faculty displayed understanding - no more hostility & fury.

  50. Periodicals Assessment Project :Print vs. Electronic Access • Impacts/Outcome: • We met our target of cancelling $29,440 print journals by showing data, facts and using more positive terms. • The well informed faculty is our strongest ally. • Faculty displayed understanding - no more hostility & fury. • Periodical renewal process is now the collaborative effort of the librarians and faculty.

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