Analysis of claiming print journals at uml
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![Page 1: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/1.jpg)
Analysis of Claiming Print Journals at the University of Manitoba Libraries
Pat Milne and Lisa O’Hara,
University of Manitoba Libraries
![Page 2: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/2.jpg)
University of Manitoba Libraries
• Located in Winnipeg, Manitoba, Canada
• 19 Libraries including 8 Hospital libraries
• 26,000 FTE
• 69 librarians
• 239 paraprofessionals
• Acquisitions budget approx. $9,000,000
• Member of ARL & CARL,COPPUL, CRKN, MLC
![Page 3: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/3.jpg)
Reasons for this study
• Claiming now performed in TS instead of in unit libraries (after 5 departments merged into TS)
• Often have online anyway, so why claim?
• Different ways of claiming in different libraries – is one way better than another?
• How much does claiming cost?
![Page 4: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/4.jpg)
Definitions
• Formal claiming: monitoring collections on a weekly or monthly basis
• Informal claiming: missing issues are reported by the public or shelving staff
Vendors estimate that they have an 85% fill rate on first claims
![Page 5: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/5.jpg)
Methodology
Sample spreadsheet Values
• Title
• Issue
• Vendor
• 1st, 2nd, 3rd claim
• Date received
• Claim response
• Print + Online
• Notes
![Page 6: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/6.jpg)
SUCCESS RATES
Results
![Page 7: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/7.jpg)
1st Claim
• HSL – 36% successful
• NJM – 33% successful
• Dafoe – 15% successful
• Average: Formal – 34.5%
Total – 28%
![Page 8: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/8.jpg)
2nd Claim
• HSL – 33% successful
• NJM – 31% successful
• Dafoe – 8%
• Average: Formal – 32%Total –24%
![Page 9: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/9.jpg)
3rd Claim
• HSL – 44% successful
• NJM – 35% successful
• Dafoe – 0% successful
• Average: Formal – 39.5%Total – 26%
![Page 10: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/10.jpg)
HSL Claims
0
20
40
60
80
100
120
140
160
First Claim Second Claim Third Claim
Claims
Success
![Page 11: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/11.jpg)
NJM Claims
0
50
100
150
200
250
300
First Claim Second Claim Third Claim Unsuccessful
Claims
Success
![Page 12: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/12.jpg)
Formal Claiming Success Rates
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
1st Claim 2nd Claim 3rd Claim
![Page 13: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/13.jpg)
Dafoe Claims
0
5
10
15
20
25
30
35
First Claim Second Claim Third Claim
Claims
Success
![Page 14: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/14.jpg)
Informal Claiming Success Rates
0%
2%
4%
6%
8%
10%
12%
14%
16%
1st Claim 2nd Claim 3rd Claim
![Page 15: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/15.jpg)
All Claims per Journal Title
0
50
100
150
200
250
300
350
400
450
500
First Claim Second Claim Third Claim
Claims
Success
![Page 16: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/16.jpg)
Total Success Rates(1st, 2nd and 3rd claims combined)
• HSL – 33%
• NJM – 36%
• Dafoe – 13%
![Page 17: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/17.jpg)
All Active Claims
0
20
40
60
80
100
120
HSL NJM Dafoe
All
Last month
![Page 18: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/18.jpg)
Unsuccessful claims
0
5
10
15
20
25
30
35
40
45
HSL NJM Dafoe
![Page 19: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/19.jpg)
Unsuccessful Claims – Reasons
Out of Stock
Online only
Discontinued
Print sub cancelled
None
Issue never published
Too late to claim
Publication delayed
![Page 20: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/20.jpg)
COSTS OF CLAIMING
Results
![Page 21: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/21.jpg)
Costs of Claiming
Total hours spent per month x hourly salarytotal number of claims per month
= $7.77 per claim
![Page 22: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/22.jpg)
Cost of Successful Claims
• successful 1st claim = $21.50/successful claim
• successful 2nd claims = $22.16/successful claim
• successful 3rd claims = $15.51/successful claim
• Total for all claims = $20.99/successful claim
Total spent on claims number of successful claims
![Page 23: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/23.jpg)
Avg Cost of Journal Issues vs. Avg Cost of Claims
• HSL - $38.60
• NJM - $66.41
• Dafoe - $23.06
• 1st claim - $7.77
• 2nd claim - $15.54
• 3rd claim - $23.31
• OR
• $20.90 for a successful claim
![Page 24: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/24.jpg)
PRINT ONLY
Results
![Page 25: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/25.jpg)
Online availability of Journals Claimed
0
10
20
30
40
50
60
70
80
90
100
NJM Hospital Dafoe
Print + O
Print Only
![Page 26: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/26.jpg)
Active Claims
0
5
10
15
20
25
30
35
HSL NJM Dafoe
All
Last Month
![Page 27: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/27.jpg)
1st Claim
• HSL – 50%
• NJM – 63%
• Dafoe – 29%
• Average: Formal – 56.5%All – 47%
![Page 28: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/28.jpg)
2nd Claim
• HSL – 33%
• NJM – 17%
• Dafoe – 0%
• Average: Formal – 25%All – 17%
![Page 29: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/29.jpg)
3rd Claim
• HSL – 0%
• NJM – 75%
• Dafoe – 0%
• Average: Formal – 37.5%All – 25%
![Page 30: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/30.jpg)
HSL Claims
0
5
10
15
20
25
1st claim 2nd claim 3rd claim
Total
Successful
![Page 31: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/31.jpg)
NJM Claims
0
5
10
15
20
25
30
35
40
1st claim 2nd claim 3rd claim
Total
Successful
![Page 32: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/32.jpg)
Formal Claiming Success Rates
0%
10%
20%
30%
40%
50%
60%
1st claim 2nd claim 3rd claim
![Page 33: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/33.jpg)
Dafoe Claims
0
2
4
6
8
10
12
14
16
1st claim 2nd claim 3rd claim
Total
Successful
![Page 34: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/34.jpg)
Informal Claiming Success Rates
0%
5%
10%
15%
20%
25%
30%
35%
1st claim 2nd claim 3rd claim
![Page 35: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/35.jpg)
Total Success Rates
• HSL – 41%
• NJM – 48%
• Dafoe – 18%
![Page 36: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/36.jpg)
Success Rates Comparison
• 1st claim – All – 28%Print Only – 47%
• 2nd claim – All – 24%
Print Only – 17%
• 3rd claim – All – 26%Print Only – 25%
![Page 37: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/37.jpg)
Unsuccessful Claims
0
2
4
6
8
10
12
14
HSL NJM Dafoe
![Page 38: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/38.jpg)
Unsuccessful Claims Comparison
0%
5%
10%
15%
20%
25%
HSL NJM Dafoe
All
Print Only
![Page 39: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/39.jpg)
VENDORS
Results
![Page 40: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/40.jpg)
Vendor Comparison
0
50
100
150
200
250
300
350
Vendor A Vendor B
Total
Successful
Active
Unsuccessful
![Page 41: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/41.jpg)
Vendor Comments
• It is unlikely that the library will receive the material after the 3rd claim
• The days of claiming for back issues at the time of binding are gone
• EDI claiming is the most effective
• Missing copy banks or reprint services are other alternatives
![Page 42: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/42.jpg)
More Vendor Comments
• Claims for electronic issues are given priority and access is generally restored within an hour
• If an institution decides to discontinue all serial claiming, it may be possible to renegotiate lower service charges as claiming is also time consuming for the vendor
![Page 43: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/43.jpg)
CONCLUSIONS AND FINAL THOUGHTS
And finally….
![Page 44: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/44.jpg)
Conclusions
• Formal claiming is very expensive (we need to leverage Sirsi to do the “formal” part for us)
• Informal claiming is not successful
• First claims are most successful for print materials – rates drop significantly after
![Page 45: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/45.jpg)
Thoughts
• Identify primary serial titles and restrict claiming to primary titles only?
• First claims or no claims?
• Claim for print only (not print + online)
• Outsource claiming wherever possible?
![Page 46: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/46.jpg)
More thoughts…
• Implement EDI claiming?
• Use ILL services for delivery of missing issues?
• Discontinue claiming but do an inventory of your serial titles every 2-3 years as a collection development tool (similar to reconciling journal packages)?
![Page 47: Analysis of claiming print journals at uml](https://reader036.fdocuments.us/reader036/viewer/2022062514/559ca2c31a28abc3758b45e4/html5/thumbnails/47.jpg)
Contact us
Lisa O’Hara
Pat Milne