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E-Metrics Project Update 2003-04

American Library AssocationOrlando

June 27, 2002

Sherrie SchmidtDean of University Libraries

Arizona State University

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Total Electronic Serials Expenditures, 1995-2003

-

50,000,000

100,000,000

150,000,000

200,000,000

250,000,000

1995 1996 1997 1998 1999 2000 2001 2002 2003

Year

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

4.32%

37.28%

8.48%

47.46%

4.18%

12.86%

9.18%

23.22%

5.53%

22.50%

6.35%

24.81%

3.40%

27.06%

9.12%

32.69%

5.92%

24.29%

3.38%

32.34%

-

5.00

10.00

15.00

20.00

25.00

30.00

35.00

40.00

45.00

50.00

1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 1999-2000 2000-01 2001-02 2002-03

Yearly Increases in Average Electronic Resources and Total Library Materials Expenditures

Increase in Average Library Materials Expenditures Increase in Average Electronic Resources Expenditures

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Growth of E-Metrics Project Participation

E-Metrics Project Participation(2000-04)

2411

26

0 24

23

05

101520253035404550

2001- 02 2002- 03 2003- 04

Year

Insti

tuti

ons

Returning

New

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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 (total=19), 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