Charleston conference - importance of being earnest 20141201 final revised

The Importance of Being Earnest:

Marrying COUNTER Statistics to Inter-Library Loan Data to Produce a Sincere Collection Management Device

2014 Annual Charleston Conference Nancy Abashian & Stephanie HessBinghamton University Libraries

Act 1. Scene 1. A chance social meeting

• Buy vs. Borrow– Aligning tools with data– Incorporating collection development criteria– Role of subject specialists– Budget demands

Lady Bracknell: I have always been of the opinion that a man who desires to get married should know either everything or nothing. Which do you know?

Web Reports -- Atlas

Generate Web Report

Export To Microsoft Excel

Search Criteria: Journal Report 1

ILLiad Custom Search Results

Parsing ILLiad Reports for COUNTER

Finished Requests (Borrowing/ Document Delivery/ Lending)

Document Type

Article (Journal Reports)

Loan (Book Reports)

WebRequestForm

ArticleRequest/ BookChapterRequest

Lending Costs: IFM Cost

ILLiad data → ERMS payment record

Algernon: I don't play accurately - any one can play accurately - but I play with wonderful expression.

Algernon: The truth is rarely pure and never simple.

Use existing 360 Core database?

No! We need individual titles to hang cost data &

usage statistics.

Create a Library Specific Holdings Database

Uncheck the default boxes as necessary

Adding Titles to the ERMS database: Manually Add / Batch-load

Holdings Import message

Upload Status for Batch Title Upload

** If an upload fails, a link will appear directly below the Upload Status on which you can click to view all flagged errors.

Library Specific Holdings Database

Cost Data Template: Download & Upload

Algernon: I am eating muffins because I am unhappy.

Outcome: Multiple Payments

Payment Record: Base Fee (Borrowing)

= Lending Library OCLC Symbol

Fund names include Process Type, Department, Lending Library, Patron Status, & ILLiad Fee/ Cost type

Payment Record: IFM Cost (Borrowing)

= Lending Library OCLC Symbol

Payment Record: IFM Cost (Lending)

**Negative values indicates credit from another library

Jack Worthing and his “brother” Earnest360 Counter → Intota Assessment– Platforms currently running side by side– Full transition deadline was December 6, 2014

• ProQuest has extended the transition time for users to move to the new reporting interface to January 26th, 2015

Waiting for Aunt Augusta...

Algernon: The very essence of romance is uncertainty.

(De)Deduplication

Column A: Sort A to ZConditional Formatting to highlight Duplicate Values

Beware of Formatting & Corrupt ISSNs

See http://www.projectcounter.org/code_practice.html

Choose Vendor > File > Upload

Jack Worthing a.k.a. 360 Counter

A successful engagement?

Great expectations...

Baby in a hand-bag ≠ Manuscript in a pram• Avoiding confusion during data output/ input

– The glories of Excel and csv files • Easy to manipulate; Use conditional formatting feature to highlight duplicate values

– Auto-harvest is not an option (no SUSHI)– Label all files very clearly

• The challenges of normalization– Inconsistent/ incomplete ILL patron request forms– Relevant paid subscriptions/ DDA/ POD– Open/ free / reciprocal access

• Advantage: Serials Solutions citation linker in ILLiad

Happily ever after?

Nancy AbashianHead of Reader [email protected]

Stephanie HessElectronic Resources [email protected]