2014 charleston conference presentation: the importance of being resourceful: one library’s...

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Presentation from the Charleston Conference with Rhonda Donaldson, Theresa Smith, and Anne Watson: How one budget strapped university library and an earnest library science intern created a viable collection assessment plan in a month. Companies that provide collection evaluation services are a wonderful option, but when your library budget won’t allow additional expenditures, how can you still keep your library collection robust and current? An internship learning opportunity was the impetus that inspired a complete collection assessment of our monograph collection. Many libraries are in similar tight budget situations. This program will present how one university library utilized current collection assessment best practices, Excel spreadsheets, the Voyager ILS, and a library science intern to cull the herd of unused and outdated books in slightly less than a month. The project resulted in an unanticipated assessment of our historical collection development practices and the need to create a communication plan for the faculty regarding this project. Through open discussion and active participation, program attendees will understand the effective collection assessment methods, the importance of mentoring library science interns and how much a library can benefit from their ingenuity and dedication. Participants who are now required to accomplish more with less will be inspired to think creatively for ways they may be able to begin a collection assessment fast and economically while using their own ILS reporting system and the homegrown talent, earnestness, and tenacity already in the library.

TRANSCRIPT

Ann Watson, Dean of the Library, Scarborough Library, Shepherd

University

Rhonda Donaldson, Electronic Resource/Collection Development

Librarian, Technical Services, Scarborough Library, Shepherd

University

Theresa Smith, Library Intern, Scarborough Library, Shepherd

University

Image Source: http://worldofdtcmarketing.com/wp-content/uploads/2013/03/Medicaid-Budget-Cuts.jpg

OVERWHELMING

Wasteful

STRESSFUL

TROUBLE

SPACE

FUN

PLAN

cobwebs

Out-dated

Musty

Costly

Dusty

Lengthy

Dirty

Damaged

Irrelevant

OldQUALITY

Super Hero Student Intern to the Rescue

Don’t burn bridges

Image source: http://www.24sevenplumbing.com.au/wp-content/uploads/2012/06/Hints-tips.jpg

Priority #1

From this:

To This:

Image source: http://www.24sevenplumbing.com.au/wp-content/uploads/2012/06/Hints-

tips.jpg

Borrow what you need from other

libraries and adapt for your needs

*Pull Audio Books - 58

*Weed

Non-used or low used

*Communicate with AV

*Migrate to new

medium

*Archive audio cassettes

*Change location in

cataloging record

*Move to new area in

the library

*Commence Circulating

items

17 U.S. Code § 108 - Limitations on exclusive

rights: Reproduction by libraries and archives

Audio and video recordings:

The right to archive under subsection

(c) (for published works) applies only

to replacement of a damaged,

deteriorating, lost or stolen copy, or

when the format of the recording

has become obsolete, and then only

when a reasonable effort to locate an

unused replacement at a fair price or

a device that accommodates the

format has proven unsuccessful.

http://www.law.cornell.edu/uscode/text/17/108

*Communicate with Faculty

*Weed VHS - 1500

Non-used or low used

Can we recycle? NO

*Migrate to new medium

*Ongoing project

*Archiving VHS

Image source: http://www.24sevenplumbing.com.au/wp-content/uploads/2012/06/Hints-

tips.jpg

When migrating media – buy the correct CD’s and

DVD’s. Ask the AV Team what they need.

Have space for the archived tapes.

http://edtech2.boisestate.edu/heatherbraum/502/webquest/start.html

We will be using the MUSTIE guidelines from

the CREW Manual

*M = Misleading

*U = Ugly

*S = Superseded

*T = Trivial

*I = Irrelevant

*E = Elsewhere

https://olcsmalllibraries.wordpress.com/2009/05/04/weeding-library-collections/

Super Hero Student Intern to the Rescue

• Circulating collection

• Zero charges since 2000

• Purchased before 2004

PARAMETERS:

Voyager provides Access reports that can be customized to

meet each library’s individual needs.

We customized Voyager’s Access report to…

1. Weed by location (circulating collection)

2. Limit to books with zero charges

3. With a create date no later than 2004

4. Include the call number

1 2

34

5 6

The beginning value is GVThe ending value is GW (no GW’s will

appear in the results)

TIP: The first letter of the first word must be capitalized. The second word must be lower

case. It’s a Voyager thing.

We targeted only

items that had

never been

checked out.

04

CLICK ON THE

‘EXTERNAL

DATA’ TAB THEN CHOOSE ‘EXCEL’

Two lists for every call number

• One for faculty by publication date from oldest to newest

• One by call number for easy flagging

SELECT PUB DATE COLUMN

Click on ‘Sort & Filter’

Choose A-Z

Repeat for every call number

Turn your Excel data into a table for your

computing convenience!

Image source: http://www.24sevenplumbing.com.au/wp-content/uploads/2012/06/Hints-tips.jpg

Run another Access report…

1. Shelflist

2. Location (circulating collection)

3. Historical charges

4. Call number

5. Include the publication date

• Begin with A

• End with ZZ (to include all

the Z’s)

• Location (Circ. collection)

If your clipboard is like mine, it can hold only 65,000 records at a time.

Pay attention to those pop up messages!

Image source: http://www.24sevenplumbing.com.au/wp-content/uploads/2012/06/Hints-tips.jpg

Make life simple

Run the report for each call number separately.

OR….

This will give you the average publication date, or ‘age’ of your

collection. In our case, it was 1974.

Less of this

More of this!

One way to

win support

is by

illustrating

your data

with graphs!

• To create a graph, first isolate the information you want by deleting

columns

• Sort by call number

• Sort by pub date or charges (or both)

• Save, save, save

KEEP

• Highlight the

data

• Click ‘Insert’

• Choose the type

of graph

This chart breaks down the G’s and illustrates the number of

books in each category as well as how well used each

category is during a four year period.

• Total items in the collection

• Average age of this collection

• Percent of the collection that was charged in last four years

For those who like to see the big picture……

0

100

200

300

400

500

600

700

800

900

B C D E F G-GT

GV H J K L M N P Q R S T U V Z

Series1 182 16 240116 45 26 65 369 49 38 110 83 32 860193107 14 77 7 2 50

ITEMS PURCHASED IN LAST FOUR YEARS

Compare your current purchases to what’s actually being checked out.

0

1000

2000

3000

4000

5000

6000

A B C D E F G H J K L M N P Q R S T U V Z

ITEMS USED IN LAST FOUR YEARS

0

10

20

30

40

50

60

G GE GF GN GR GT GV

ILL REQUESTS 2011-14 6 3 6 21 13 8 58

ILL REQUESTS 2011-14

Using OCLC statistical reports, determine which call numbers are

most requested through ILL.

0

500

1000

1500

2000

2500

3000

G GA GB GC GE GF GN GR GT GV

TOTAL ITEMS IN COLLECTION 378 25 101 60 51 109 553 281 199 2577

NUMBER OF CHARGES IN FOURYEARS

53 6 29 12 12 16 73 64 45 297

G-GeographyGA-Mathematical

Geography. CartographyGB-Physical Geography

GC-OceanographyGE-Environmental

SciencesGF-Human EcologyGN-Anthropology

GR-FolkloreGT-Manners &

CustomsGV-Recreation.

Leisure

Compare ILL

requests to

charges from

your own

collection.

Things we learned….

• It’s not a perfect system

• Double-check your work (many times)

• Work as a team

• If you can afford it, hire a Collection Evaluation Service!

Ann Watson, Dean of the Library, Scarborough Library, Shepherd

University

(304)876-5179

awatson@shepherd.edu

Rhonda Donaldson, Electronic Resource/Collection Development

Librarian, Technical Services, Scarborough Library, Shepherd

University

(304)876-5424

rdonal01@shepherd.edu

Theresa Smith, Library Intern, Scarborough Library, Shepherd

University

(304)876-5217

tsmith@shepherd.edu

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