Anti-Acquisitions Librarians In the Era of Economic Downsizing Jill Emery, Head of Acquisitions The University of Texas @ Austin & In absentia: Dana Walker, Head of.
Download ReportTranscript Anti-Acquisitions Librarians In the Era of Economic Downsizing Jill Emery, Head of Acquisitions The University of Texas @ Austin & In absentia: Dana Walker, Head of.
Slide 1
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 2
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 3
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 4
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 5
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 6
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 7
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 8
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 9
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 10
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 11
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 12
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 13
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 14
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 15
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 16
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 17
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 18
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 19
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 20
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 21
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 22
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 23
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 24
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 25
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 26
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 27
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 28
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 29
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 30
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 31
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 32
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 33
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 34
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 35
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 36
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 2
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 3
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 4
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 5
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 6
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 7
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 8
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 9
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 10
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 11
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 12
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 13
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 14
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 15
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 16
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 17
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 18
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 19
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 20
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 21
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 22
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 23
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 24
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 25
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 26
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 27
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 28
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 29
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 30
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 31
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 32
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 33
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 34
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 35
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List
Slide 36
Anti-Acquisitions Librarians
In the Era of Economic
Downsizing
Jill Emery, Head of Acquisitions
The University of Texas @ Austin
&
In absentia: Dana Walker, Head of Acquisitions
University of Georgia Libraries
Core Collection Development
Core building is positive
Helps develop flexibility
Can be subject based
Can be publisher based
Allows for annual review
process
Potential Collection Set-Up
Develop Disapproval Plans
More granular selection
Consider separating out
slip (e-notification) plans
Base material receipt on
end processing provided
Consider Moving Standing Orders to
Approval Processing
Over 40% of domestic
North American/UK
current standing orders
can arrive fully processed
Helps catch duplication
Helps consolidate foreign
collections
Patron Driven Monograph Acquisitions
Book vendors
expanding selection
systems to provide
patron selection of both
print and electronic
books
E-Book vendors mostly
there
Need to set thresh-
holds for purchase and
cost
Patron Driven Article Access
Moving into document
delivery vs. subscription
Age of the article is here
Aggregated article access
Lurking in the Background:
Print-on-Demand
Campus bookstores
moving towards print-ondemand
Some vendors using
print-on-demand to fill
current academic orders
Just-in-time replacing
just-in-case
From Patron Driven to Patron Ready
Standards make it
happen
Inter-operable networked
vendor systems & ILS’
continue to improve
MARC works well in brief
form
Training the Anti-Acquisitions Staff
Choose early adopters
Build on existing skills
& interests
Create partnership
between in-house staff
& vendor staff
Build buy-in through
recognition &
appreciation
Managing Journal Cancellations at the
University of Georgia
In 2008, UGA Libraries faced with 1 million dollar
materials budget shortfall
Ultimately cancelled 700 journals valued at $650,000
Renegotiated several large publisher packages to
reduce overall spend
Instituted selective pay-per-view
How To Begin?
Gather list of our subscriptions with fund code data and
pricing data
Merge usage statistics data with subscription data for
cost per use
Gather cancellation restrictions from large publisher
packages
Gather ISI impact factor and aggregator availability
data
Subscription Data
Subscription data exported from periodical agent’s
website
All print journals and electronic journals (including
packages) sourced through our agent
Able to use agent provided package data to identify
non-cancellable titles
Usage Data
UGA is lucky to have a full time staff member devoted
to gathering usage statistics
The Serials Department also has a staff member with
programming skills
Most difficult task was merging usage data with
subscription data using ISSN as match point
Challenges
Biggest challenge was matching ISSN’s for merging
subscription/payment data, usage data, and ISI impact
factor
ISSN data varies from publisher to agent to library ILS
system
Ended up creating a “family” of ISSN’s for each journal
to facilitate data matching/merging
What We Learned
We were unprepared to effectively manage/harvest
required data on demand
We could make better use of our data in a web based
application
Spreadsheets are static – we needed to provide
mechanism for interaction between Serials staff and
Collection Development staff for future cancellation
projects
The Journal List
The “Journal List” is our effort to consolidate
information about our subscriptions from a variety of
sources.
Bits and pieces of data are harvested from our orders,
from our bib records, from our vendors, our linkresolver, and from our usage data.
They are crunched, massaged, linked, and coerced
together using a variety of WinPerl programs and an
online web interface.
The Journal List can do the following
Locate “child” or “parent” orders
Group orders paid on specific funds
Group orders controlled by specific Selectors
Designate an order to be Canceled
Jump from an order to FirstSearch
Jump from an order to the Online Catalog
Jump from an order to the Electronic Journal List
See usage data
Create notes about a title
See cost information
Future Development
License Abstracts Project - Having the experience of
creating the Journal List, the idea of digitizing our
license info, and abstracting portions into a database
seemed feasible. After some preliminary testing and
planning, the experiment was begun on January 14,
2010 and the License Abstracts Project was born.
License Abstracts Project
Or what is commonly known as an ERM
UGA has purchased but never implemented a
commercial ERM
Biggest deterrent for ERM implementation was lack of
digitized license information
Have added database records to our Journal List
Programmer will set up facility to scan existing licenses
into PDF documents and simultaneously abstract select
license terms
This license data will be linked to journal/database
records in the Journal List