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collection_analysis_task_force_catf_recommendations_2017 [2017/03/23 12:40]
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collection_analysis_task_force_catf_recommendations_2017 [2019/01/07 17:20] (current)
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 These recommendations are extracted from the Collection Analysis Task Force: [[http://​intranet.library.umass.edu/​intranet/​documents/​files/​CATFFinalReport1.pdf|CATF Final Report]]. These recommendations are extracted from the Collection Analysis Task Force: [[http://​intranet.library.umass.edu/​intranet/​documents/​files/​CATFFinalReport1.pdf|CATF Final Report]].
  
-Responsible collection stewardship includes regular assessment of collection resources. This assessment should include, at a minimum, data from the following: academics & enrollment, acquisitions,​ circulation,​ interlibrary loan, and usage statistics. Collections-related data are currently collected in the UMass Amherst Libraries through various avenues and made available through Tableau software and other sources. However, there are no guidelines on how these data are used in decision making. This report will provide details of available data sources and make recommendations on how data can be used to inform collections decisions. ​+From the **Executive Summary**: ​Responsible collection stewardship includes regular assessment of collection resources. This assessment should include, at a minimum, data from the following: academics & enrollment, acquisitions,​ circulation,​ interlibrary loan, and usage statistics. Collections-related data are currently collected in the UMass Amherst Libraries through various avenues and made available through Tableau software and other sources. However, there are no guidelines on how these data are used in decision making. This report will provide details of available data sources and make recommendations on how data can be used to inform collections decisions. 
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 +**Recommendations**  
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 +__A through J will be reviewed for implementation by the Assessment Librarian in conjunction with IRM.__
  
 A. Expand the use of Tableau for data informed collections assessment activities to enable ease of use by selectors and other Library staff. Develop content focused dashboards for selectors that include: purchasing, overlap, circulation,​ ILL, reserves, MINES, COUNTER, and LibQUAL data. Work with selectors to ensure that Tableau views meet their assessment and analysis needs. ​ A. Expand the use of Tableau for data informed collections assessment activities to enable ease of use by selectors and other Library staff. Develop content focused dashboards for selectors that include: purchasing, overlap, circulation,​ ILL, reserves, MINES, COUNTER, and LibQUAL data. Work with selectors to ensure that Tableau views meet their assessment and analysis needs. ​
  
-B. Hire a Data Analysis Librarian for the Discovery & Resource Management Systems (DRMS) unit to be responsible for extracting raw data from resource management systems, importing data into Tableau (or other visualization software), evaluating the integrity of the data, conducting data clean-up projects, and supporting data-informed collection assessment activities. This position would be the main point of contact for automating the gathering of vendor-supplied resource usage data. The focus of this position will be on collections data.+B. Hire a <del>Data</​del>​ Collections ​Analysis Librarian for the Discovery & Resource Management Systems (DRMS) unit to be responsible for extracting raw data from resource management systems, importing data into Tableau (or other visualization software), evaluating the integrity of the data, conducting data clean-up projects, and supporting data-informed collection assessment activities. This position would be the main point of contact for automating the gathering of vendor-supplied resource usage data. The focus of this position will be on collections data.
  
 C. Hire a Data Analyst in the Assessment Unit to support data capture and use across the library. The Data Analyst would be responsible for capturing data from multiple sources across the Library and supporting use of data through various tools including Tableau. The focus of this position is library-wide,​ supporting assessment occurring in all library departments and reporting to the Assessment Librarian. C. Hire a Data Analyst in the Assessment Unit to support data capture and use across the library. The Data Analyst would be responsible for capturing data from multiple sources across the Library and supporting use of data through various tools including Tableau. The focus of this position is library-wide,​ supporting assessment occurring in all library departments and reporting to the Assessment Librarian.
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 G. Use LibQUAL, MINES, collection use, and demographic data to develop a deeper understanding of the users and non-users of library collections. ​ This includes relevant analysis of user status, affiliation,​ purpose of use and format/type of resource. G. Use LibQUAL, MINES, collection use, and demographic data to develop a deeper understanding of the users and non-users of library collections. ​ This includes relevant analysis of user status, affiliation,​ purpose of use and format/type of resource.
  
-H. Look at subject areas for content being added to ScholarWorks and tie Open Access initiatives and e-reserves data into collection assessment activities. ​+H. Scholarly Communications,​ Reserves Staff and the <​del>​Data</​del>​ Collections Analysis Librarian: ​Look at subject areas for content being added to ScholarWorks and tie Open Access initiatives and e-reserves data into collection assessment activities. ​
  
 I. E-resource usage data is available from varied sources: vendor usage statistics, proxy server data, and MINES data. Use this information for subscription review and to identify areas of overlap and areas that are underrepresented in the collection. Establish regular e-resource reviews (every 3-5 years as able/​needed) and engage key stakeholders across campus on a regular basis in e-resource reviews. See Appendix D. I. E-resource usage data is available from varied sources: vendor usage statistics, proxy server data, and MINES data. Use this information for subscription review and to identify areas of overlap and areas that are underrepresented in the collection. Establish regular e-resource reviews (every 3-5 years as able/​needed) and engage key stakeholders across campus on a regular basis in e-resource reviews. See Appendix D.
  
 J. Use all of the above data points to inform selector allocation fund spending. J. Use all of the above data points to inform selector allocation fund spending.
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 +__K-O will be reviewed by Acquisitions staff for implementation.__
  
 K. Library Acquisitions should build systematic alerts for journal package renewals to make sure they provide notice far enough in advance to start the review process. K. Library Acquisitions should build systematic alerts for journal package renewals to make sure they provide notice far enough in advance to start the review process.
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