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.

Report
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


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