Enhancing Collection Strategies Through Usage Data Analysis

Explore how usage data analysis can optimize collection development strategies in libraries. Discover insights from a study on library purchases and user needs alignment, along with practical implications for reshaping collection practices. Follow the journey from initial presentations to the formation of new policies at the College of New Jersey Library.

• Collection development
• Library acquisitions
• Data analysis
• User needs
• Library strategies

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1. Considering the Value of Usage Data for Better Collection Strategies Forrest Link Yuji Tosaka Cathy Weng VALE Annual Users Conference January 4, 2013 Rutgers University 1

2. Presenters Forrest Link Acquisitions Librarian The College of New Jersey Yuji Tosaka Cataloging/Metadata Librarian The College of New Jersey Cathy Weng Head of Cataloging The College of New Jersey 2

3. Presentation Summary Report of a library usage study Examined recent library purchases and circulated and ILL titles To find out if and how library purchases met user needs A look at the kinds of data that can be generated and some ways of interpreting that data. Study findings may help reshape local practice of collection development 3

4. How the Story Begins Charleston Conference 2011 Richard Entlich of Cornell presents on the capture and use of ILS data June 2012 TCNJ Library forms new committee to develop and implement collection development policy July 2012 TCNJ Library hires a new librarian for Access Services and ILL

5. The College of New Jersey The College Public, primarily undergraduate with graduate programs in nursing and education Approximately 6,100 undergraduates, 650 graduate students, 350 full time faculty The Library Holds over 600,000 volumes Acquires approximately 4,100 books annually Borrows approximately 1,400 unique books annually through ILL Circulates approximately 15,000 unique titles annually 5 *Images taken from TCNJ website, May 3, 2011.

6. Notes on Collection Development

7. Library Collection Development To develop a quality collection in support of community s academic needs Budgeting Selection (including withdrawal) Collection evaluation Policy formation (*) * About Collection Development at Cornell University (http://www.library.cornell.edu/colldev/cddescript1.html) accessed Dec. 26, 2012. 7

8. Rethinking Collection Development Long-standing just in case approach 80/20 statistics Overselection vs. Underselection Emphasis shifted to demand-based funding and selection Towards effective collection development 8

9. Effective Collection Development To ensure a return on investment Measured by collection use Aim to avoid Type I and II errors Type II errors: titles acquired but not used Type I errors: titles used but not acquired Can be measured using circulation data and interlibrary loan data (ILL) 9

10. Measuring Collection Use Circulation statistics Titles that library acquired and used Can identify needs in various subject areas Can identify user groups (student or faculty) ILL titles Reflect user needs that the library doesn t own Can identify user groups 10

11. Study Questions What do ILL book requests and circulation data tell us about our collection use and patron needs? How can data analysis inform our collection development practices to better serve our patrons? 11

12. Beginning Assumptions Effective collection development can be measured by collection use Collection use = meeting user needs User needs represented by titles owned and circulated not owned but borrowed via ILL 12

13. Data and Methods

14. Data Collection Data extracted for the study period (July 2008- June 2012) List of books purchased during the study period Circulation data for titles purchased for the General Collection ILL data for books borrowed

15. Data Sources 1) Acquisitions data Voyager data for the past four FY periods (July 2008 June 2012) Recent publications with 2007 imprints or later used to analyze circulation and ILL data

16. Imprint Dates for New Acquisitions FY 2008 2011 Cumulative % of total purchase Imprint Date Number of titles % of total purchase 2005 341 88.00% 2.1% 2006 591 85.86% 3.7% 2007 1391 82.16% 8.7% 2008 3290 73.45% 20.6% 2009 3215 20.1% Cut-off date 2010 2618 16.4% 2011 1954 12.2% 2012 642 4.0% Note: Percents do not add up to 100% due to the exclusion of titles published outside the imprint dates above.

17. Data Sources 2) Circulation data Voyager data for the past four FY periods (July 2008 December 2012) General Collections (circulating)

18. Data Sources 3) ILL data OCLC User Statistics for the past four FY periods (July 2008 June 2012)

19. Data Scope Included all faculty, graduate student and undergraduate transactions for books circulated and borrowed via ILL having imprint dates of 2007 onward Eliminated LC classes A, C, S, U, V because of very low acquisition rate End result represented 82% of purchased books and 30% of books borrowed on ILL

20. Measures Total user needs in a library 1) Circulation of local library materials 2) ILL requests for library materials that are not locally available Focus on recent acquisitions

21. Testing the Assumptions What are we buying? What are we circulating? What are we borrowing on ILL? How well have we done in collection building to meet user needs?

22. Initial Findings

23. Data Set Acquired Books: Books Acquired 2008-2012 2007 and later imprint 16,575 13,571 ILL: Books Borrowed 2007 and later imprint minus LC class A,C,S,U,V Unique Titles 2007 and later imprint minus LC class A,C,S,U,V 5,636 1,682 1,483 Circulation: Books Circulated Unique Titles Circulated 127,374 60,273 Total books loaned 2007 and later imprint minus LC class A,C,S,U,V Unique titles 2007 and later imprint minus LC class A,C,S,U,V 10,269 5,043

24. SubjectDistribution of Unique Titles Acquired 25% 20% 15% 10% 5% 0% B D E F G H J K L M N P Q R T Z

25. Subject Distribution of Circulation of Acquired Titles 25% Total Circulation Unique Titles Circulated 20% 15% 10% 5% 0% B D E F G H J K L M N P Q R T Z

26. Subject Distribution of Unique Circulation as a Percentage of Acquisitions 80% 70% 60% 50% 40% 30% 20% 10% 0% B D E F G H J K L M N P Q R T Z Total

27. Subject Distribution of Unique Title ILL Borrowing 30% 25% 20% 15% 10% 5% 0% B D E F G H J K L M N P Q R T Z

28. Acquisitions, ILL, and Circulation Data Comparison by Subject 30% ACQ CIRC ILL 25% 20% 15% 10% 5% 0% B D E F G H J K L M N P Q R T Z

29. Another Way of Looking at the Data If Lending = User needs met and Lending = Circulation + ILL Then (ILL / (Circulation + ILL)) = the part of lending that is ILL or the portion of user needs not met by our collection

30. Subject Distribution of ILL as % of Lending 30% 25% 20% 15% 10% 5% 0% B D E F G H J K L M N P Q R T Z Total

31. Subject Distribution of ILL as % of Unique Title Lending 40% 35% 30% 25% 20% 15% 10% 5% 0% B D E F G H J K L M N P Q R T Z Total

32. ILL Subject Distribution by Borrower Type 45% 40% 35% 30% 25% Faculty Undergrad 20% Grad 15% 10% 5% 0% B D E F G H J K L M N P Q R T Z

33. ILL Borrowing by Subject by Borrower 90% 80% 70% 60% 50% Faculty Undergrad 40% Grad 30% 20% 10% 0% B D E F G H J K L M N P Q R T Z

34. Circulation by User Group 35% 30% 25% 20% Faculty Undergrad Grad 15% 10% 5% 0% B D E F G H J K L M N P Q R T Z

35. Unique Title Circulation by Subject by Group 100% 90% 80% 70% 60% Faculty 50% Undergrad Grad 40% 30% 20% 10% 0% B D E F G H J K L M N P Q R T Z

36. Some Rethinking Maybe we re looking at this incorrectly Maybe all borrowing (via ILL or our acquired collection) is not equal, not all need Maybe we re looking at The Long Tail

37. A Brief Digression The Long Tail

38. The Light Bulb CROSS STITCH ART NOUVEAU / HAMMET, BARBARA. TT TT505.M34 A43 2011 TT505.W36 K76 2007 TT505.W36 T63 2009 TT667 .H395 2008 TT751 .S92 2008 TT778.C76 C76 2007 TT778.C76 E45 2007 TT778.C76 E45 2008 STELLA MCCARTNEY / ALDRIDGE, REBECCA. KROHN, KATHERINE E. KROHN, KATHERINE E. HAWLEY, M'LISS RAE, 1956- VERA WANG / VERA WANG : ENDURING STYLE / 101 FABULOUS FAT-QUARTER BAGS / JAPANESE KIMEKOMI : FAST, FUN, AND FABULOUS FABRIC HANDBALLS / SUESS, BARBARA B. CROSS STITCH CUTIES. CROSS STITCH WIT & WISDOM : OVER 45 DESIGNS WITH WORDS TO BRIGHTEN YOUR DAY / WOMAN'S WORLD IN CROSS STITCH : OVER 40 DESIGNS TO MAKE YOU SMILE / ELLIOTT, JOAN. ELLIOTT, JOAN.

39. TT778.C76 E45 2008 BEWITCHING CROSS STITCH / ELLIOTT, JOAN. DONNA KOOLER'S ULTIMATE STOCKING COLLECTION : 15 OF DONNA'S FAVORITE CROSS STITC TT778.C76 K66 2007 TT778.C76 T35 2007 ORIENTAL CROSS STITCH / TEARE, LESLEY. TT778.C76 T428 2008 FANTASY CROSS STITCH : 60 SPELL-BINDING DESIGNS / TEARE, LESLEY. ALL OUR YESTERDAYS : CROSS STITCH COLLECTION : 33 CHARMING DESIGNS FROM BYGONE D TT778.C76 W45 2007 WHITTAKER, FAYE. TT778.S75 N53 2009X STUMPWORK MEDIEVAL FLORA / NICHOLAS, JANE. GSCHWANDTNER, SABRINA. TT820 .G84 2007 KNITKNIT : PROFILES + PROJECTS FROM KNITTING'S NEW WAVE / MARQUART, DOREEN L. TT820 .M32 2007 TOP DOWN SWEATERS : KNIT TO FIT, TOP TO BOTTOM /

40. KNITTING ART : 150 INNOVATIVE WORKS FROM 18 CONTEMPORARY ARTISTS / TT820 .S44 2008 SEARLE, KAREN. TT825 .C386 2010 TT825 .H25647 2007 CHEMO CAPS & WRAPS / ELLISON, CONNIE. HARPER, SARA LOUISE, 1963- CABLE CONFIDENCE : A GUIDE TO TEXTURED KNITTING / KNIT ALONG WITH DEBBIE MACOMBER. 10 SHAWLS TO MAKE AND SHARE. FRIENDSHIP SHAWLS TT825 .K55F75 2008 AFGHANS FOR ALL REASONS & ALL SEASONS : 29 CROCHETED AFGHANS / TT825 .L456 2007 LEINHAUSER, JEAN. MARQUART, DOREEN L. TT825 .M2678 2011 GRAMMY'S FAVORITE KNITS FOR BABY / VAMPIRE KNITS : PROJECTS TO KEEP YOU KNITTING FROM TWILIGHT TO DAWN / MILLER, GENEVIEVE, 1969- TT825 .M564 2010 SQUARE, VICKI, 1954- TT825 .S71385 2007 KNIT KIMONO : 18 DESIGNS WITH SIMPLE SHAPES / BRACKMAN, BARBARA. TT835 .B64215 2008 MAKING HISTORY : QUILTS & FABRIC FROM 1890-1970 /

41. QUILTING DESIGNS FROM THE PAST : 300+ DESIGNS FROM 1810-1940 / KINNEY, JENNY CARR, 1951- TT835 .C376 2008 CATHEDRAL WINDOW QUILTS : THE CLASSIC FOLDED TECHNIQUE AND A WEALTH OF VARIATION EDWARDS, LYNNE, 1943- TT835 .E378 2008 QUICK STAR QUILTS & BEYOND : 20 DAZZLING PROJECTS, CLASSROOM-TESTED TECHNIQUES, KRENTZ, JAN P., 1955- TT835 .K7685 2009 TT835 .M38428 2008 FOOLPROOF MACHINE QUILTING : LEARN TO USE YOUR WALKING FOOT : PAPER-CUT PATTERNS MASHUTA, MARY. PAULA NADELSTERN'S KALEIDOSCOPE QUILTS : AN ARTIST'S JOURNEY CONTINUES. NADELSTERN, PAULA. TT835 .N3275 2008 COMPLETE BOOK OF CHINESE KNOTTING : A COMPENDIUM OF TECHNIQUES AND VARIATION TT840.M33 .C46 2007 CHEN, LYDIA, 1940-

43. Caution in using ILL Data Purpose of ILL service To meet academic needs (e.g., multidisciplinary titles) To meet user needs of general interest outside curriculum scope For recreational purposes Take above factors into consideration when considering user-initiated acquisitions

44. Early Conclusions We have made some inaccurate assumptions all need is not equal The question is not Whatshould we buy? but Should we buy? We cannot judge the usefulness of a book without expert mediation Findings can shed light on effectiveness of collection development practices

45. Post Study Questions What constitutes a good academic collection? Should ILL requests continue be seen as needs in the long tail or are we looking at the cutting edge? If ILL needs represent more than just long tail, should the library re-examine our collection development policy?

46. Thank You! Questions? Forrest Link, linkf@tcnj.edu Yuji Tosaka, tosaka@tcnj.edu Cathy Weng, weng@tcnj.edu