E-Metrics Project Update 2003-04

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E-Metrics Project Update 2003-04
Sherrie Schmidt Dean of University
Libraries Arizona State University
American Library Assocation Orlando June 27, 2002
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Total Electronic Serials Expenditures, 1995-2003
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HighlightsARL Supplementary Statistics 2002-03

• Expenditures for electronic resources account for
  25, on average, of ARL institutions library
  materials budgets.
• ARL libraries reported spending more than 228
  million on electronic resources.
• ARL libraries reported a total of 21,470,716 in
  additional funds spent on their behalf through a
  centrally funded consortium for purchasing
  electronic products and services.
• ARL libraries reported spending more than 13.1
  million on document delivery/ interlibrary loan
  services.
• Expenditures for electronic serials have
  increased by 171 since the 1999-2000 survey, and
  by more than 1800 since they were first
  reported, in 1994-95 (see line chart).
• In every year since 1992-93, average expenditures
  on electronic resources have increased at least
  twice as fast, and in some cases up to six times
  faster, than average library materials
  expenditures (see bar graph).

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Yearly Increases in Average Electronic Resources
and Total Library Materials Expenditures
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Growth of E-Metrics Project Participation
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ARL E-MetricsSupplementary Statistics Survey
2003-04

• Dec Reviewed 2002-03 survey data elements (14)
  and definitions
• Jan-Feb Revised definitions, added 4 elements
  based on feedback from 2002-03 Survey
  Coordinators
• Mar-Apr Conducted phone calls, email exchanges
  with 20 2003-04 participants to validate elements
  and definitions
• May Presented unresolved questions to the ARL
  Statistics Measurement Committee
• June Added 1 data element (total19), revised
  definitions per Committee feedback
• July-Aug ARL Supplementary Statistics 2003-04
  will be available online

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ARL Supplementary Survey2003-04 Data Elements

• Number of / Expenditures for Networked Electronic
  Resources
• Electronic journals purchased
• Electronic full-text journals purchased
• Electronic journals not purchased
• Electronic reference sources
• Electronic books
• Use of Networked Electronic Resources and
  Services
• Number of virtual reference transactions
• Does your library offer federated searching
  across networked electronic resources?
• Number of logins (sessions) to networked
  electronic resources
• Number of queries (searches) in networked
  electronic resources
• Number of items requested in networked electronic
  resources
• Number of virtual visits
• Library Digitization Activities
• Number and Size of Library Digital Collections
• Use of Library Digital Collections
• Direct cost of digital collections construction
  and management
• Volumes Held Collectively

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Number of / Expenditure for Networked Electronic
Resources

• Number of / expenditures for electronic journals
  purchased.
• Free-with-print - Count number but not cost?
• Embargoed journals - Count cost but not number?
• Number of electronic full-text journals
  purchased.
• Previously, full-text distinction was ability to
  browse now, not reliable
• Solution ARL will provide a list of
  non-browse-able titles that meet this criteria to
  ensure consistent data collection

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Use of Networked Electronic Resources Services

• Tracking logins, searches queries
• Dependent on publishers, vendors for data
• E-Metrics prepares institutions to collect and
  manage data that is provided
• 2003-04 ask participants to distinguish between
  data provided for journals and/or databases in
  footnotes
• Virtual reference transactions
• Process for tracking transactions varies -
  dedicated software vs. counting email

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Library Digitization Activities

• Definition of digital materials expanded to
  include items converted from other formats or
  born-digital items
• Challenges to defining digital collection?
• Items grouped dynamically, temporarily
• Items added to library independently of
  collection development plan - Institutional
  repository
• Items more granular than journals or books -
  learning objects, data sets
• Difficult to identify digitization costs because
  personnel, equipment fills multiple roles in
  library

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Volumes Held Collectively

• Data element suggested by ARL Statistics
  Measurement Committee
• Defining criterion The library has devoted
  financial resources for the purchase of these
  items and is taking responsibility for their
  availability through participation in a
  cooperative that supports shared ownership. 
• Included in Supplementary Statistics 2003-04

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2003-04 E-Metrics Project Timeline

• March 1 Draft version of 2003-04 Supplementary
  Survey circulated to participants, along with
  sample reporting spreadsheet.
• April 30 Deadline to confirm participation and
  identify which questions will/will not be
  reported
• June 30 First deadline to report interim data
  (FY 2003 ends)
• July 1 FY 2004 begins
• July 31 Review of interim data and follow up
  calls completed
• August 31 Second deadline to report interim data
• November 30 data due for 2003-04 Supplementary
  Survey
• December 17 2003-04 Supplementary Survey closes