collection dashboards for selectors

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Lindsay Cronkand Wenli GaoUniversity of Houston

Welcome!

Techniques Over Tools

Why Tableau

Current Academic Standard

Speed Analysis Data Layer Cloud-Based Drag and

Drop/WISIWIG Free (Public) Beautiful

But also because I am concerned about statements like these in professional literature.

“In the end, the authors found most success generating data bubbles using Microsoft Excel (version 2010), which is probably familiar to the widest audience and requires no special programming skills.” – Jannette L. Finch and Angela R. Flenner, College of Charleston

Excerpt from “Using Data Visualization to Examine an Academic Library Collection”

Forthcoming, College and Research Libraries

We cannot cling to Excel for data presentation because it is familiar and we don’t want to have to learn to

code.

AND we will only begin to understand researcher data needs when we begin to treat our data as worthy of

analysis and visualization.

How will applying visualization enhance collection assessment?

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Historically, we’ve focused on: UsageCost

Content

Using Subject Experts to Super Power Collections Data

Create Criteria for Analyzing the Collection Integrating Systematic Review into

Acquisitions Calendar

Other Data Integration Opportunities to Consider for Collection Assessment

Transaction Logs eResource Help Desk Tickets FTE info

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We need to change.

Stop formatting spreadsheets for casual review.

Use spreadsheets to feed visualizations, provide

narrative/stats for the detail-oriented.

Use formulas from injestible sheets to create standard sheets

as required.

Let’s form a committee to end duplicative data entry.

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The usual suspects.

Subject Expert Reviewhttps://uhlibrary.az1.qualtrics.com/jfe/preview/SV_0rD9BlmbMCDnCGV

What information can we capture?

Management Related Information Content Based Information Disciplinary Value Major User Group(s) User Experience Assessment Historic Information

Creating a Database of the Information We Need.

Layers of InformationLenses for Assessment

Decision-Based Evidence Making

and

Evidence-Based Decision Making

TM Lisa Hinchcliffe, 10/31/2016, LAC Keynote

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Combining cost, usage, content, and qualititative information.

Applying the subject assignments: 1) Databases

2) Monographs3) Serials Fund Codes

Spreadsheet available upon request.Email me.

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SAG Dashboards

Visualization with analysis/interaction points by:

Month, Vendor,Spend, Usage

Database Review SheetMore detailed view available upon request

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Moving towards centralized Subject Area Dashboards.

Developing subject-level dashboards for high needs areas.

Critical to success: 1) Alignment with Existing Processes

2) Clear Goals/Action Points3) Subject Liaison Participation

4) Pilot Projecct Flexibility

Next: Facilitating and building a community of practice in

collection data visualization.

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