Manage Danielle Shaver Customer Relationship Manager

Why Analyze Usage Statistics? Collins & Grogg, 2011 Package Negotiations Subscription Decisions Budget Justification Reporting “Other” Collection Management Decisions

1.Workflow management 2.License management 3.Statistics management 4.Administrative Information 5.Acquisitions Functionality 6.Integration/interoperability with other systems 7.Subscription management 8.Public display 9.Vendor contact information 10.Support for collection evaluation 11.Consolidate ERM information 12.Package management 13.Holdings Management 14.Reporting 15.Usability 16.The Quest for Cost-per-Use Top 15 ERMS Priorities by Rank Collins & Grogg, 2011

Usage Data in Workflows and Projects

The Workflow (and Workflow Challenges) Collins & Grogg, 2011 Managing Information about Vendors and Statistics Getting Usage Data Aggregating Usage Data Accessing Usage Data Using Usage Data

Manual Work 1. Getting and Aggregating Usage Data Vendor Usage Data Survey – Gayle Baker & Eleanor Read Downloading Reforming Manipulating Review/Analysis Average 40 to 60 hours per assessment period “The results showed that more time was spent acquiring, reformatting, and manipulating the data than on actually analyzing them.”

Frequently and Effectively Analyze Usage Archive and Access Usage Data Automates Analysis and Reporting Calculates Costs Per Use Normalizes Titles Aggregates COUNTER Reports 360COUNTER Upload Data to 360 Counter Correct and Normalize Data Download Vendor Reports 360 Counter Data Retrieval Service Using 360 Counter with Data Retrieval Service Cost and Usage Analysis Informed Decisions and Decisive Action Enables Strong Collections Without 360 Counter Merge Reports and Metadata Download vendor Reports Clean Data and Reports Usage Analysis Only- No Cost Analysis Decisions EFFORT LEGEND Decision Making Automated Process Manual Process 360 Counter Data Retrieval Service

How 360 Counter Addresses the Challenges Collins & Grogg, 2011 Managing Information about Vendors and Statistics Vendor Statistics Management and Data Retrieval Service Getting Usage Data Data Retrieval Service (SUSHI and Admin Based); Manual Upload Aggregating Usage Data 360 Counter Platform Accessing Usage Data Ongoing Data Retrieval, Archived Data, Available on Demand Using Usage Data Graphs, charts, export, dashboards, custom reports, pre-created reports

360 Counter: Turns data into useful information 360 Counter Consolidated Reports Platform Vendor A: JR1, JR1a, BR1 Vendor B, JR1, JR2 Vendor C: DB1 only 360 Counter User Interface for Analysis and Reporting

Katy Silberger, Marist College 360 Counter Saves Time and Effort “With 360 Counter, I can quickly create reports for any time period requested: fiscal year, calendar year, or semester. Subject reports are given to the Curriculum Committee to support the development of new courses.”

360 Counter Helps You Make Informed Decisions Collins & Grogg, 2011 KnowledgeWorks Integration Normalized Titles Cost per use data for ROI calculations Cross Vendor Comparisons Subject Based Assessment Variety of Reports Many combinations and filters All COUNTER Compliant Vendors Cost integration Cost Upload Tool and/or manual entry Database and Title Cost Reports

“360 Counter enabled us to discover expensive titles that were poor performers – ones that did not give us a good return on our investment.” Michael Poulin – Colgate University 360 Counter helps you make informed decisions

Flexible and Sophisticated Reporting and Communication Collins & Grogg, 2011 Pre-filtered Reports Customizable Reports Export and Delivery Options Charts, graphs, dashboards

Identify Journals & Subjects: HighCost Per Use

Track Change Over Time

“We’ve found that people are really happy with the new services provided by Serials Solutions. Proof for that is in the level of use we’re seeing, the fact that it’s been seamless and adopted quickly. Additionally, our staff is delighted because they are able to find new, reliable and more current information about usage.” Flexible & Sophisticated Reporting Capabilities Joe Lucia - Villanova University

Serials Solutions and Assessment Collins & Grogg, 2011 Client Community Integrated Solutions Full Service, SaaS Business Model Implementation, Training and Support Services

360 Counter Uninformed Decision making Vendor Reports Framework Terminology Project COUNTER.org Data Audit The Standards Informed Decision making The ToolThe Results Project COUNTER Standard – the Framework

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Database and Package Details Admin Information Vendor Statistics Management Contacts Cost License Data The Data about Data Management

199 libraries using custom menu options 137 libraries using Alerts Daily use of management reports and Usage Statistics information The Data about Data Management

Usage Report 2011/2012 Journal Reports (JR1) Database Reports (DB1 and DB2) Journals from 2 or more providers 100 Top Journals calculated by use 100 Most expensive journals based on Cost-Per-Use Platforms with a + % change in use Service Report Journal title by HILCC Subject Heading eBook Reports (BR1 and BR2) Archived and Combined (JR1 and JR1a) Annual Renewals Reports* Department and Faculty Reports Computer Science and Engineering, Biochemistry, Education 7,000! The Data about Data Management

Centralized Data Workflow & Communication Decision Support Management Solutions Enhancement Strategy

Commitment to Solutions You Can Use Today Data Tracking: Enhanced payment and cost tracking Updated menu customization Unlimited fund code recording New Counter Data KnowledgeWorks User Interface and Experience Support Center upgrade Direct links to resources and Support Center answers Menu Manager: Alphabetization and Smart Deletion Logic Easily Copy Notes, contacts and licenses Contact tool enhancements and filtering capabilities Continued internationalization and localization Left Navigation Tree Enhancements Unique IDs in Reports for better interoperability Deep Linking

Commitment to Solutions You Can Use Today Data Entry and Customization: Offline Data and Status Editor: Title Customization made easier License Templates Data Population Services Online Data Retrieval Form and SUSHI Admin interface Expanded inheritance model Reporting and Decision Support: 360 Counter: New Data (eBooks and Archives) 360 Counter: new reports and UX optimization Reporting enhancements Communications: Manage ListServ Regional User Groups Deep Linking

What We’re Working On Quarterly Release Schedule More 360 Counter Enhancements More User Interface Enhancements More License Tool Enhancements More integration with Discovery Solutions More Workflow Features

Serials Solutions is building a completely new solution that helps libraries work more efficiently so you can spend more time on mission-critical activities. Imagine

Getting Ready for Webscale Management Convert and Organize Your Data Benefit from Centralized Data Management Now Export/Migrate Your Data to Webscale Tomorrow

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