scholarly ebooks in the humanities and social sciences: longitudinal assessment of project muse/upcc...

41
Association of Research Libraries Licensing Initiative for University Press eBooks Charleston Conference, 2014 Celeste Feather, LYRASIS

Upload: charleston-conference

Post on 02-Jul-2015

219 views

Category:

Education


1 download

DESCRIPTION

2014 Charleston Conference Friday, Nov 7, 2:15 PM

TRANSCRIPT

Page 1: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Association of Research Libraries Licensing Initiative

forUniversity Press eBooks

Charleston Conference, 2014

Celeste Feather, LYRASIS

Page 2: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

2011: ARL contracted with LYRASIS to negotiate offers for university press ebooks to:

Establish a model for the e-book landscape by shaping offerings to serve the unique needs of the academic library world in cost, ILL, platform design, internal markup and search structures, and interoperability

Encourage partnerships between libraries and university presses to address e-book economics and licensing

Background

Page 3: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

2012: Project MUSE/UPCC

2013-2015

Project MUSE/UPCC

Oxford University Scholarship Online

De Gruyter Online

Negotiated Offers(All DRM Free Collections)

Page 4: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

15 libraries purchased entire MUSE collection

12 libraries purchased pub. year collections

25 libraries purchased subject collections

Participation in MUSE Offersthrough the ARL/LYRASIS License

Page 5: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Used by 3 Institutions

9% Used by 2 Institutions

21%

Used by 1 Institution

32%

Titles Not Used38%

Titles Used To Date in MUSE/UPCC2010-2013 eBook Collections

By Emory, Harvard, and Yale

8232 Titles

Page 6: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Libraries generally achieve savings over the cost of purchasing individual titles at MUSE after they use:

At least 15% of the titles in the entire MUSE collection

At least 35% of the titles in an annual collection

Less than 50% of the titles in subject collections (varies depending on subject)

Return on Investment

Page 7: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Chris Palazzolo, PhDHead of Collections & Social Sciences

Woodruff LibraryEmory University

Charleston Conference 2014

Page 8: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Purchase of 2010-2013 complete collections; funding through common

good funds (funds shared by all Emory libraries)

Supplements for 2010-2013 purchased in mid-2014 (not included in current data analysis)

2014 move to a la carte purchasing through YBP

MARC records loaded into back-end (Aleph) and piped into DiscoverE(discovery layer)

No change to existing approval plan; only around 60 titles were only available to users in e-format

Emory and Project Muse

Page 9: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Catalog Display

Page 10: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Availability of this Counter4 Report only became available in January

2014

95 un-owned titles were clicked on and patrons turned away

Of these 95 titles, 35 were checked out during the same period (January-August 2014), primarily titles pre-2005

Led to addition of single title firm ordering in YBP to meet demand

BR4 Reports (Turnaway)

Page 11: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Collection-use, institution-specific statistics from Project Muse

Circulation statistics from ILS (Aleph) matched on print ISBN

Call number information not included in Project Muse data; not extracted from circulation figures, but could be used to disaggregate some of the results (see Sarah’s report)

Data leads to lots of hypotheses, but often times not definitive confirmations

Did users utilize e-book when print book was not available, or do they just have a preference for the e-book format?

Who is utilizing the print title vs the e-book? Further analysis could be done on the print side, utilizing demographic data from the ILS, but not from the e-book angle (Shibboleth implementation may change this).

Data Sources & Challenges

Page 12: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

0 500 1000 1500 2000 2500

titles accessed e

both formats circulated

titles accessed e-only

print format only

print titles circulated

titles accessed e both formats circulated titles accessed e-only print format only print titles circulated

Series2 25.31% 8.61% 16.58% 7.93% 16.53%

Series1 2148 731 1407 673 1403

Use of Project Muse Titles, 2010-2013

Overall Trends

Page 13: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

0.00%

5.00%

10.00%

15.00%

20.00%

25.00%

30.00%

35.00%

40.00%

45.00%

% of Collections, 2010-3, Accessed in Specific Format

Titles Accessed E (2010-2013) Both Formats (2010-2013)

Specific Format Trends

Page 14: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

0.00% 5.00% 10.00% 15.00% 20.00% 25.00%

Archaeology and Anthropology

Film, Theater and Performing Arts

Global Cultural Studies

Higher Education

History

Language, Literature, Linguistics

Philosophy and Religion

Poetry, Fiction and Creative Non-…

Political Science and Policy Studies

U.S. Regional Studies'

Ecology and Evolution

Use of Collections by Format, 2010-2013

Print--All Print Format Only E-Only/Exclusively

Use of Collections by Format

Page 15: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Proportion Comparison of Format Use by Collection, 2010-2013

Ecology and Evolution

U.S. Regional Studies'

Political Science and Policy Studies

Poetry, Fiction and Creative Non-Fiction

Philosophy and Religion

Literature

History

Higher Education

Global Cultural Studies

Film, Theater and Performing Arts

Archaeiology and Anthropology

Proportion Comparison of Format Use

Page 16: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Project Muse Ebooks @ Yale University Library

Sarah Tudesco – Assessment Librarian

Page 17: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Project Muse Titles @ Yale

Electronic Only

32%

Print & Electronic

68%

Brief History of Muse at Yale

• Acquired MUSE e-book package in FY2012

• Continued to receive print titles on approval through FY2014

• Adjusted approval profiles to electronic preferred in FY2015

Page 18: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Print UPCC Circulation

Frequency @ Yale

Never Circulated66%

Circulated34%

34% of UPCC titles held at Yale circulated at least once. Includes

circulation that occurred before acquiring MUSE ebook package.

Page 19: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

3,402

2,460

1,908

1,385

775

3,554

3,086

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

1,733

2,722

2013

1,301999

2015

893

2008

502

2012

2,561

20102009 2011 2014

900

Fiscal

Year

2,204

Print Circulation Transactions

Unique Titles that Circulated

Print Circulation of UPCC Titles

Page 20: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Print Circulation Demographics

40% 43% 44% 45% 45% 43% 44% 41%

29% 24% 24% 22% 23%20% 18%

17%

15%14%

16%12% 12%

12% 12%11%

6% 8%8%

11% 11%14% 16%

15%

11% 9% 9% 10% 11% 11%16%

11%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

20102008 20112009

Fiscal

Year2013 20152012 2014

Faculty

Graduate

Resource Sharing

Other

Undergraduate

Page 21: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Project Muse – Electronic Usage Frequency

Titles Never Accessed

76%

Titles Accessed

24%

24% of MUSE titles accessed at least once.

In FY2014 – Yale acquired some of the other packages offered by

MUSE. Those titles have only been available for a few months.

Page 22: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Project Muse: Print & Electronic

Circulated

34%

66%Never Circulated

Titles Never Accessed

76%

Titles Accessed

24%

Print Titles

Project Muse

Page 23: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Project Muse – Yale Usage by Quarter

Notes:

• Data from COUNTER Report BR2

• FY2015 – Usage through 9/2014

16,42417,624

14,914

13,147

908971

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

18,000

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

FY201

4 Q2

FY201

5 Q1

FY201

3 Q3

FY201

3 Q2

FY201

3 Q1

FY201

3 Q4

FY201

4 Q4

FY201

4 Q1

1,447

1,055

FY201

4 Q3

1,701

1,3531,135

Titles Accessed

1,565

44

Section Views

Individual Titles Accessed

Page 24: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Project Muse by LC Group

0 5,000 10,000 15,000 20,000

7,517

2,198

16,081

2,576

Analysis of COUNTER data from

2012 through Sept. 2014.

Groups

• Humanities (B, C, D, E-F, M, N, P)

• Sciences (Q, R, S, T, U, V)

• Social Sciences (G, H, J, K, L)

• Other (A, Z, No LC Number)

26%

25%

22%

75%

78%

85%15%

74%

80% 100%20%0% 60%40%

Other/Unknown

Social Sciences

Humanities

Sciences

Titles Accessed

Titles Not Accessed

Page 25: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Project Muse: Total Titles by Classification

0 1,000 2,000 3,000 4,000 5,000 6,000 7,000

L - Education

N - Fine Arts

T - Technology and Engineering

P - Language and Literature

H - Social Sciences

Q - Science

R - Medicine

K - Law

J - Political Science

G - Geography, Anthropology

D - History (except America)

E-F - History: America and United States

B - Philosophy, Psychology, Religion

M - Music

Titles Accessed

Titles Not Accessed

Page 26: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Activity by LC Classification: Print & Project Muse

20,00010,0000

T - Technology 1,204

M - Music 1,268

L - Education 1,295

N - Fine Arts 2,244

Q - Science

2,749

K - Law 3,005

G - Geography, Anthropology 3,434

J - Political Science 4,233

D - History (except America) 10,559

E-F - History: America 11,187

H - Social Sciences 13,470

B - Philosophy, Psychology, Religion 14,676

P - Language and Literature 18,376

2,504

R - Medicine

394

322

137

145

250

413

112

497

577

0 5,000 10,000

R

T

M

L

N

Q

K

G

J

D 1,174

E-F 1,775

H 1,675

B 2,224

P 2,851

Section Reqeusts (BR2) Print Circulation

Page 27: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

What’s the Electronic/Print Overlap?

4,0742,546

2,519

P+E10,184

Page 28: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Discovery @ Yale

Title search (“Gather at the river”) in ORBIS – our main library catalog

Page 29: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

More Discovery @ YaleTitle search (“Gather at the river”) in SUMMON – our discovery layer

Page 30: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Sarah Tudesco

Assessment Librarian

[email protected]

Page 31: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Project MUSE eBooks at

Harvard University

Implementation and Assessment

Katherine Leach

Librarian for Western Languages Collections

Western Languages Division, Widener Library

Charleston Conference | November 7, 2014

Page 32: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Presentation Outline

• Project Overview

• Gathering and Interpreting Data

• Next Steps

Page 33: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

The Big Question

“Stop the Presses:

Is the Monograph Headed Toward an E-only Future?”

- Roger C. Schonfeld, Ithaka S + R, December 2013

Page 34: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Basics of the Project

• Purchase (August 2013)

• Record loads (November 2013)

• Data capture (January 2014 – May 2015)

Page 35: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

What the patrons see

Page 36: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Intentional Duplication

in Electronic and Print

24%

20%

3%

23%

3%

13%

4%

10%

70.7% of Project MUSE held in print at HarvardBreakdown as follow

History

Social Sciences

Music & Fine Arts

Literature

Science & Technology

Philosophy & Religion

Anthropology

Other

Page 37: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Disciplines used in MUSE

25%

17%

6%

21%

4%

14%

12%

1%

23 % of Project MUSE was used/accessed

History

Political Science and Policy Studies

Film, Theater, and Performing Arts

Literature

US Regional Studies, South

Philosophy and Religion

Global Cultural Studies

Other (less than 750 uses)

Page 38: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

CirculationSome Unexpected Results

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

History

Social Sciences

Music & Fine Arts

Literature

Science & Technology

Philosophy & Religion

Anthropology

Project MUSE

Print 2013

Print 2014

16%14% 14%

24% 21% 20%

20% 20%18%

Page 39: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

The current issue…

‘Monographs are different…this transition will take thoughtfulness and care’

Kevin Guthrie, ITHAKA

(Symposium on Sustainable Models for Print Storage

in 21st Century Libraries, October 2, 2014)

Page 40: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Next Steps

• Qualitative study / Survey

• Continue gathering statistics

Page 41: Scholarly eBooks in the Humanities and Social Sciences: Longitudinal Assessment of Project Muse/UPCC eBooks at Emory, Harvard, and Yale

Thank you

Katherine Leach

Western Languages Division

Harvard University Library

[email protected]