Data Gathering Process - Journals/Packages
Describes methodology used to gather data for both individual journals and the packages that are not protected (aka, Collections or System managed packages).
Electronic Journals
Initial Processing
The electronic journal order data originated from the Master List and was grouped together by Publisher. We ran these Master Publisher Lists (MPLs) through a reconciliation process with Intota. We used a Python script to match our full holdings in Intota and against each MPL. This gave us a ranked list by accuracy of the match and pulled in the URL and coverage information from Intota so we could easily look at coverage and spot check questionable coverage dates and any titles with a low ranking. This was a way to verify our access was turned on for the right provider and spot check it. In past years we have done full checks of every MPL, but that wasn't possible this year.
Secondary Data Gathering
Once the above process was complete for each MPL we looked each title up individually in Intota Assessment and recorded the 2015 COUNTER usage, doing this we were able to spot more titles that had transferred publishers and note that also add that usage if applicable.
We also checked the non-COUNTER resources to see if they were in COUNTER and if not we gathered what data we could for them (Vendor or link resolver clicks). Note: we have some vendor data we are waiting on and that will be incorporated into version 2 of the lists.
In addition, for all our COUNTER compliant resources we harvested the JR5 report (Use by copyright year) is possible and added use of the 2015 content in for comparison.
You can see a full breakdown of the types of statistics on the Statistic Types page.
In addition to that, we also looked up and added 2016 cost data if it was missing.
We also reviewed cancelled titles (updating ERM with Perpetual Access info) and removed them if they were verified for 2017.
Additional Package Data Gathering
Additional data was gathered for any bundle of titles that were paid together.
The number of titles in the bundle was verified and documented for smaller packages and for larger packages the number of titles was cross checked against current titles in the corresponding Intota database to get the best number.
Usage was gathered for all titles in the bundle and the sum of all usage for the bundle was used in the MPL.
We dropped the pareto was calculations since they didn't reveal any huge issues and folks seemed confused by the number last year.
We also looked up and added 2016 cost data if it was missing.
We also reviewed cancelled titles (updating ERM with Perpetual Access info) and removed them if they were verified for 2017.
MPLs > Master List
As the above was completed for each MPL we added those titles back into the full master list (master master).
Print Journals/Standing Orders - not finished for Print
Primary Data Gathering
Last year we pulled in 2016 cost data using an export and match workflow but the way Sierra exports cost information is problematic so we needed to conduct a manual check of every title this year. We looked up each title by order number in Sierra and did the following:
- filled in any missing cost data
- if no payments have been researched what we had paid for and received most recently and then tried to verify if the title was current
- marked titles that could not be verified for Liaison review
- checked online access to see if there was duplication and marked those that did have duplication
- Removed any verified cancelled titles
Final Check - not done
A final check will be done between the Master Lists and Sierra to catch any missing titles and to pull in 2017 cost data, that will be in version 2 of your team lists.