Methodologies for the Analysis of Monograph Collections: From the Technologically Advanced to the Cost Efficient and Expedient TAKE-HOME MESSAGES 1. Best Methodology = The One that Fits Your Environment and Resources. 2. “Statistics” and “Collection Analysis” can be Very Broadly Defined. FIT THE METHODOLOGY TO THE WORKING ENVIRONMENT • Staff Skills • Staff Time • Finances TYPE A: HIGH INTENSITY & HIGH COST Environment • • Staff Time Availability: Project Fund Availability: high high Resource Requirements • • • Analytic/Technical Skills: Learning Curve Tolerance: Financial Outlay: high high high Suggested Methodology • • Commercial collection assessment electronic tool. Create full-time collection assessment position to establish a “culture of assessment.” TYPE B: LOW INTENSITY & HIGH COST Environment • • Staff Time Availability: Project Fund Availability: low high Resource Requirements • • • Analytic/Technical Skills: Learning Curve Tolerance: Financial Outlay: low low high Suggested Methodology • • Commercial software package. Hire analyst to interpret results & generate report on all subjects and aggregate data. Repeat every two years. TYPE C: HIGH INTENSITY & LOW COST Environment • • Staff Time Availability: Project Fund Availability: high low Resource Requirements • • • Analytic/Technical Skills: Learning Curve Tolerance: Financial Outlay: high high low Suggested Methodology Available resources such as FirstSearch. Peer-comparisons via local catalogs. TYPE D: LOW INTENSITY & LOW COST Environment • • Staff Time Availability: Project Fund Availability: low low Resource Requirements • • • Analytic/Technical Skills: Learning Curve Tolerance: Financial Outlay: low low low Suggested Methodology Internal analyses. Free resources off the Internet. WORLDCAT COLLECTION ANALYSIS: FEATURES & FUNCTIONS Levels of Analysis Limit Analysis Divisions Subjects Formats By Library By Levels of analysis Categories Language Audience Types of Analysis Change Analysis Publication Dates Overlap Uniqueness Change column values Change row values WCA: PUBLICATION DATE TABLE WITH EXPANDED DIVISION EXCEL GRAPH OF WCA DATA DATABASES OF APPROVAL PLAN VENDORS YBP – GOBI Of all the books within this universe of publication, what % did your library receive? Characteristics of those not received? Interdisciplinary Subjects – e.g., Globalization. FIRSTSEARCH INTERFACE TO WORLDCAT DATA “Hot Topics”- e.g., Global Warming. English Language Books (non-fiction, adult readership) on Women and Employment: Publication Trends, Collection Strength, & Collecting Patterns WorldCat Holdings Library X Holdings in WorldCat % of Library X Holdings 1980 1989 6933 962 7.38% 1990 1999 5693 420 13.88% “Expert Search” to limit number of libraries, languages, formats, audience type, & much more. AMAZON Advanced Search Subject: women and employment Format: paperback Reader Age: all Language: all Publication Dates: all Sort by: Publication Date Result: 1,061 Prize-Winner Lists Man Booker Prize National Book Awards National Book Critics Circle Awards Nobel Prize Pulitzer Prize Amazon.ca/Books in Canada First Novel Award Amazon.com's Best Books of 2005 Audie Awards Bram Stoker Awards Caldecott Medal Coretta Scott King Awards Edgar Awards Hugo Awards IACP Cookbook Awards James Beard Foundation/KitchenAid Book Awards Michael L. Printz Award for Teen Literature National Academies Communication Awards Nebula Awards Newbery Medal PEN American Center Literary Awards Etc. CONSTRUCTING A REPORT USING INTERNAL RESOURCES 1. Boilerplate: “Fact Sheet” information to provide an overview of the entire Library system—e.g., number and names of branches, total volumes held, total expenditures, total staff, etc. 2. Local Catalogs: (a) relative strength of one collection to other collections within the library; (b) LC subject headings to compare the number of titles in your local catalog to the number of titles in the online public catalogs of peer or aspirational peer libraries. Budgetary Statistics 4. ILL & Circulation Statistics 5. Other Collections 3. SUPPLEMENTING A REPORT USING EXTERNAL RESOURCES 1. Institutional Statistics: Contact your institution’s office of research or check for an online “Data Book” (e.g., http://www.adminplan.northwestern.edu/ir/databook/ ). 2. Statistics from Organizations: 3. Vendor-Supplied Statistics: ARL Statistics http://www.arl.org/stats/arlstat/ and the Academic Libraries Survey of the National Center for Education Statistics http://nces.ed.gov/surveys/libraries/academic.asp. Contact foreign vendors and/or see cost reports and pricing forecasts such as the YBP “Annual Book Price Update” at http://www.ybp.com/ybp/DomIndex.html?book_price_update.html&1 or the BSS “Cost & Coverage” reports at http://www.blackwell.com/librarian_resources/cost_and_coverage/index.html. INTERDISCIPLINARY STUDIES 1. 2. 3. 4. 5. YBP Interdisciplinary Studies searches FirstSearch-WorldCat Amazon Public catalogs LC subject headings or keyword phrases Descriptions of “Core” collection: 1. Guide to Reference Works 2. Lists compiled by ACRL sections & other library committees *And everything under “…. Internal Resources” and “…. External Resources.” INTERPRETING NUMBERS 1. Collection Size = Strength Assumption: Bigger is Better What is the relative strength of the “International Relations” collection within Political Science? Is the Political Science collection specialized (strong in one subfield) or generalized (equal strength in all subfields)? How strong is this collection within the library’s total collection? What is the relative strength of this collection compared to the other nine Dewey divisions? Compared with peer libraries? CATEGORIES OF THE POLITICAL SCIENCE DIVISION TOTAL HOLDINGS BY CATEGORY RELATIVE STRENGTH WITHIN DIVISION STRENGTH OF DIVISION TO LIBRARY’S TOTAL HOLDINGS Colonies & Colonization 1823 2.00% 4.08% Immigration & Emigration 1824 2.00% Military, all branches 15248 16.70% International Law 13891 15.21% International Relations 1813 1.99% Legislative & Executive papers 789 0.86% Local Government 3628 3.97% Political Inst. & Public Admin. 39051 42.77% Political Science, Gen’l 3002 3.29% Political Theory, Theory of State 10230 11.20% 91299 100.00% Totals: INTERPRETING NUMBERS 2. Publication Dates = Growth Assumption: Publication Dates equal Acquisition Dates Although “Political Institutions” was shown to be the strength of the Political Science collection, the policy for the last ten years has been to give emphasis to “International Relations.” Do the data of the last ten years reflect this change in collecting patterns? Which areas have grown the most over the last twenty years? Is there a trend in growth during the last five decades of the last century? -to grow fast or to shrink? CATEGORIES OF THE POLITICAL SCIENCE DIVISION ACQUIREDPUBLISHED IN THE 1980S ACQUIREDPUBLISHED IN THE 1990S % OF CHANGE OVER TWO DECADES Colonies & Colonization 124 98 -20.97% Immigration & Emigration 274 477 74.09% Military 4915 3086 -37.21% International Law 2264 1910 -15.64% International Relations 133 452 239.85% Legislative & Executive Papers 136 162 19.12% Local Government 509 506 -0.59% Political Inst. & Public Admin 5738 10168 77.20% Political Science, General 531 545 2.64% Political Theory, Theory of State 1757 2095 19.24% 16381 19499 19.03% Totals: INTERPRETING NUMBERS 3. Publication Dates = Age of Collections Assumption: The library’s mission determines the significance of the age of the collection. The “Theory” subfield contains the largest holdings of pre-19th century titles. Within that subfield, “Forms of State” are found to be a special collection. Within LC’s J classification, which subfields appear to be most outdated, in need of updating or weeding? Pre-19th Century Titles % of Pre-19th Century in Theory Forms of State 2242 73.97% Nationalism 387 12.77% Theory of State 244 8.05% State & Individual 158 5.21% Categories of Political Science % of Holdings Published in the Last 3 Years % of Holdings Published in the Last 5 Years Colonies & Colonization 12.58% 14.17% Immigration & Emigration 9.81% 18.26% Military, all 3.97% 8.23% Intern’l Law 0.14% 0.29% Intern’l Relations 23.88% 42.25% Legislative & Executive Papers 14.07% 15.84% Local Government 75.24% 92.65% Political Inst. 33.73% 41.63% Political Sci, Gen’l 56.13% 88.36% Political Theory 6.91% 12.54% Subjects of the Theory Category INTERPRETING NUMBERS 4. WCA Uniqueness or Prize-Winner Lists Assumption: Unique titles or holdings of prize-winners suggest positive qualities about the collections. These measurements may be said to indicate a certain “richness” within the collection. Newbery Medal for Best Children's Book: Medal & Honor Winners in the Children's Collection of the Library # of Medal Winners % in Library # of Honor Winners % in Library 19221940 19 82% 76 70% 19411960 20 84% 81 75% 19611980 20 95% 51 87% 19812000 20 100% 54 99% TAKE-HOME MESSAGES 1. Best Methodology = The One that Fits Your Environment and Resources. 2. “Statistics” and “Collection Analysis” can be Very Broadly Defined.