18 April 2023 1

Helen Adey,

Resource Acquisitions and Supply Team Manager

Nottingham Trent University

Collections change and lists evolve: the growing challenges of responsive resource management

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Abstract

Since Nottingham Trent University spoke about the challenges of collection management in library workflows centred on resource lists at the 2013 Talis Aspire User Group meeting, the issues have become even more complex. The library has introduced a range of new measures, tracking systems and reporting tools in response, all focused on making back-of-houses process ‘resource list aware’. In an increasingly heterogeneous acquisitions and fulfilment landscape (and in a post-Swets world a less predictable one) what steps can libraries take to improve the integration between their resource list environment and their library's management and acquisitions systems?

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Content

1. Responsive Resource & Collection Management – a view from the NSS

2. Collection challenges where TALIS data & reports help Acquiring the correct resources Serials reviews Aggregator packages, journal transfers & publisher package changes -

post Swets

3. Collection challenges requiring combined TALIS and LMS data

Annual stock reviews and bulk stock withdrawals Missing, damaged and lost items Evidence based acquisition

4. Future Developments

View from the NSS: “The library resources and services are good enough for my needs”• NTU Results vs. the Sector: at 87% NTU is 22% above the lowest university score at 65%

(University of Worcester). University of Oxford is at the top with 98%

• NTU Results vs. Key Competitors:

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Looking at the NTU score for this question since 2007….shows a mixed trend, but some big improvements since 2011:

2007 – 81%2008 – 84%2009 – 82%2010 – 79%2011 – 75%2012 – 81%2013 - 87%

Competitor 2013Sheffield 94%Leicester 91%Manchester 91%Loughborough 90%Sheffield Hallam 89%UWE 89%Northumbria 88%Nottingham 88%Leeds Met 87%NTU 87%Derby 87%De Montfort 85%Manchester Met 84%Birmingham City 82%Lincoln 81%Oxford Brookes 79%

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Collection challenges where TALIS data & reports help (Books)• Confidence that we are acquiring the correct resources

– Academic submitting a list for review tells us all we need to know: What are they recommending and what priority status

– Link to student module and size of cohort facilitates acquisition by formula - simplifies and streamlines our workflows

• We used the “Books not linked to library catalogue” report, before and after running the Book Metadata Refresh job to assess the impact of running the job & to see how many records had changed.

• We subsequently used the 2nd report (e.g. the books still not linked to that catalogue even after we’d run the job) to act as a hit list for acquisitions team to work through.

• Interim measure whilst we wait for new Review processes…….

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Collection challenges where TALIS data & reports help (Journals)• Serials reviews - how many of

those “must have” journals are on Resource Lists?

• Aggregator packages, journal transfers & publisher package changes - post Swets & the loss of FYI updates

• If we cannot afford to subscribe to overlapping databases - which do we cancel?– Increasingly we are using the All

Items on Resource Lists report (filtered by Journals) as a check

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How do we know if an item is on a Resource List?

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Collection challenges requiring combined TALIS and LMS data / reports• Increasing need for data to support proactive

collection and resource decision making rather than reactive checking after the event

• Identified the need to combine RLMS data from Talis with data & reports from our LMS

• NTU paid for Talis consultancy time to produce regular updates of resources on lists that can be uploaded into Aleph catalogue records

• Enriched data has been invaluable and is being used for many purposes, such as:

All Aleph low use reports pre-screened to exclude RLMS items

Informs stock revision / withdrawal activities

Enhanced workflows for dealing with missing / books on account

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MARC record showing RLMS flag

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Sample Aleph report showing RLMS flag

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Missing, damaged and lost items

• Do we need to replace?

• How do we know if it’s on a resource list?

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Evidence Based Acquisitions

• As with PDA, RLMS has an impact on EBA items

• We will need to do a refresh of Aleph RLMS data before making decisions on what to buy at the end of the plan

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Future Developments - Where next?

• Plan to use combination of aleph loans / reservation data & RLMS flag to test effectiveness of our acquisition formula - hope to develop far more responsive formulae

• Plans for more RLMS data in Aleph - which modules / how many lists

• Have already started analysing items in high demand for RLMS flag as possible evidence of shortcomings in the formula

• Ability to give book suppliers RLMS report to do check of e-availability and new editions - could make acquisitions workflows much quicker, more efficient & responsive.

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•Any Questions / comments?

helen.adey@ntu.ac.uk