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Next Generation Statistics for Libraries: CAUL Forum 20 January 2003 Sydney, NSW The ARL E-Metrics Project. Mary E. Jackson Senior Program Officer for Access Services Association of Research Libraries mary@arl.org. ARL New Measures Initiative. - PowerPoint PPT Presentation
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www.arl.orgAssociation of Research Libraries
Next Generation Statistics for Libraries: CAUL Forum20 January 2003
Sydney, NSW
The ARL E-Metrics ProjectMary E. Jackson
Senior Program Officer for Access ServicesAssociation of Research Libraries
mary@arl.org
www.arl.orgAssociation of Research Libraries
ARL New Measures Initiative
• Collaboration among member leaders with strong interests
• Specific projects explore different models
• Self-funded projects
www.arl.orgAssociation of Research Libraries
ARL New Measures Initiative
• Make resulting tools and methodologies available to full membership and wider community
• Continue to collect, but limit/freeze modifications to existing descriptive measures
www.arl.orgAssociation of Research Libraries
ARL New Measures Projects
• Demonstration project for service effectiveness measures– LibQUAL+
• Identification of measures that demonstrate a library’s contribution to student learning outcomes
• Investigation of role libraries play in support of the research process
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ARL New Measures Projects
• Development of tools to address cost effectiveness of library operations– staff allocation, Assessing ILL/DD
Services study• Project to define usage measures
for electronic information resources– E-metrics Project
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Electronic Serials Expenditures
Total Electronic Serials Expenditures, 1995-2001
-
20,000,000
40,000,000
60,000,000
80,000,000
100,000,000
120,000,000
140,000,000
1995 1996 1997 1998 1999 2000 2001
Year
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Percentages of Acquisitions Dollars Devoted to Electronic Resources
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
12.00%
14.00%
16.00%
18.00%
1993 1994 1995 1996 1997 1998 1999 2000 2001
www.arl.orgAssociation of Research Libraries
Average Yearly Increases in Electronic Resources and Total Library Materials Expenditures
4.32%
37.28%
8.48%
47.46%
4.18%
12.86% 9.18%
23.22%
5.53%
22.5%
6.35%
24.81%
3.4%
27.06%
9.12%
32.69%
0
5
10
15
20
25
30
35
40
45
50
1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 1999-2000 2000-01
Average Increase in Library Materials Expenditures Average Increase in Electronic Resources Expenditures
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Project Leaders
• Co-Chairs– Rush Miller, University of Pittsburgh, and Sherrie
Schmidt, Arizona State University• Information Use Management and Policy
Institute, Florida State University– Charles R. McClure, Wonsik “Jeff” Shim, and
John Carlo Bertot• ARL
– Duane Webster and Martha Kyrillidou
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Project Participants• Alberta• Arizona State• Auburn• Chicago• Connecticut• Cornell• Illinois - Chicago• Library of Congress• Manitoba• Maryland• Massachusetts• Nebraska
• New York Public• Notre Dame• Pennsylvania• Penn State • Pittsburgh• Purdue• Southern California• Texas A & M• Virginia Tech• Western Ontario• Wisconsin• Yale
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Vendor Statistics Working Group
12 major ARL vendors met with project team in Denver prior to 2000 ACRL Meeting
Academic Press/IDEAL *Elsevier/Science DirectLexis/NexisOvidBell & HowellGale Group ISI * †
netLibrarySilver Platter *EBSCOJSTOROCLC/First Search
* Unable to attend Denver Meeting† Nonparticipant in project.
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Working Definition of Networked Services
Electronic information resources and/or services that users access electronically via a computer network:
1. From on-site in the library2. Remote to the library – but from a
campus facility3. Remote from the library & campus
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Networked Information Resources
• Locally Licensed Databases • Regional or Statewide Consortia
Licensed Databases• Aggregated Databases• Publishers Databases• Publicly Available (Web) Resources
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ARL E-Metrics Project: Phase 1
May-October 2000What do we know? Inventory of current practices at ARL libraries of statistics, measures, processes, and activities that pertain to networked resources and services.
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ARL E-Metrics Project: Phase 2
November 2000-June 2001What can we collect? Identified and field tested an initial draft set of statistics and measures.
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ARL E-Metrics Project: Phase 3
July 2001-December 2001What difference does this make? Build linkages to: educational outcomes/impact, research, technical infrastructure.
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Recommended Statistics & Measures
• Patron Accessible Electronic Resources (R1-3)
• Use of Networked Resources & Services (U1-5)
• Expenditures for Networked Resources & Related Infrastructure (C1-3)
• Library Digitization Activities (D1-3)• Performance Measures (P1-3)
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Patron Accessible Electronic Resources
• R1 – Number of electronic full-text journals
• R2 – Number of electronic reference sources
• R3 – Number of electronic books
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Use of Networked Resources & Related Infrastructure
• U1 – Number of electronic reference transactions
• U2 – Number of logins (sessions) to electronic databases (db)
• U3 – Number of queries (searches) in electronic db
• U4 – Items requested in electronic db• U5 – Virtual visits to library’s website and
catalog
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Expenditures for Networked Resources & Related Infrastructure
• C1 Cost of electronic full-text journals• C2 Cost of electronic reference sources• C3 Cost of electronic books• C4 Library expenditures for bibliographic
utilities, networks, & consortia• C5 External expenditures for bibliographic
utilities, networks, & consortia
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Library Digitization Activities
• D1 – Size of library digital collection• D2 – Use of library digital collection• D3 – Cost of digital collection
construction & management(Collecting these data requires staff familiar with the digital environment.)
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Performance Measures
• P1 – Percentage of electronic reference transactions of total reference
• P2 – Percentage of virtual visits of all library visits
• P3 – Percentage of electronic books to all monographs
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Characteristics of Each Recommended Measure
• Definition• Rationale• Unit of Measure• Data source• Frequency• Process• Related Issues
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R1 – Number of Electronic Full-text Journals
• Definition - Number of electronic full-text journal subscriptions – by individual institution or consortia licensing.
• Rationale – Documents degree of expansion of electronic subscriptions available – can be used to show good coverage & need for more funding.
• Unit of measure – the journal subscription
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R1 – Number of Electronic Full-text Journals
• Data source – local or vendors.• Frequency – annual, monthly, etc.• Process – parse into database or
spreadsheet, update dynamically from local catalog or vendor record.
www.arl.orgAssociation of Research Libraries
U1 – Number of Electronic Reference Transactions
• Definition - number of electronic reference transactions – via e-mail, WWW form, etc.
• Rationale – libraries are interested in tracking the development of new electronic services. Attempt to measure reference transactions through new electronic tools and services.
• Unit of Measure – request count, time it took.
www.arl.orgAssociation of Research Libraries
U1 – Number of Electronic Reference Transactions
• Data Source – local server, manual tally, e-mail count.
• Frequency – daily, monthly, annually, etc.• Process – clarify process, identify activity
points, identify collectors of data, consolidate data.
• Related Issues –This measure may have to broken down into additional data types – time, type of query, type of interaction, scheduling issues, measures of quality and reliability.
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Outcomes of the Investigation
• Mixed results• Participants wanted more definitive answers• Confirmed how difficult, but not impossible,
to come to consensus• Realized how dependent libraries are for
vendors to supply data• Recognized need for ongoing effort• Reaffirmed importance of using data for
decisions
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E-Metrics Next Steps Call for participation among members to test
proposed measures for 2002/2003 (over 35 participants to date)– Examination of the deliverables from the first phases– Collect FY02 totals
• Compilation• Data analysis• Distribution for discussion
– Analysis of approaches– Best practices for work processes
• From E-metrics project• Locally developed
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E-Metrics Next Steps
• Continued work with vendors through international COUNTER project
• Continued work with international standards activities
• Workshops and training to develop necessary data analysis skills
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Project Documents
• Measures for Electronic Resources (E-Metrics)
Part 1: Project Background and Phase One ReportPart 2: Phase Two ReportPart 3: E-Metrics Instructional ModulePart 4: Data Collection ManualPart 5: Library and Institutional Outcomes
• www.arl.org/stats/newmeas/emetrics/
www.arl.orgAssociation of Research Libraries
Additional Questions?
• Please contact:Martha KyrillidouSenior Program Officer for Statistics and MeasurementAssociation of Research Libraries
martha@arl.org
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