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Using Assessment to Make Difficult Choices in Cutting Periodicals

Learn how to use assessment to make difficult decisions in cutting periodicals. Explore the factors contributing to cancellation, the renewal process, and a project comparing print and electronic access.

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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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