1. Yoel Kortick Senior Librarian
Overlap Analysis
Yoel Kortick
Senior Librarian

2. Agenda
Introduction
The specific situation in our library
Performing the Overlap Analysis using sets
The results
The results with date coverage parameter
Overlap analysis for selected titles
Overlap analysis for selected titles using the CZ

3. This is done by identifying “subscription overlap”.
Overlap Analysis
Alma provides the capability to perform overlap analysis for electronic resources.
This is useful because it can significantly aid in the decision-making process of which electronic collections should be ordered or cancelled.
This is done by identifying “subscription overlap”.
If two collections have much of the same content then perhaps one of them can be cancelled.

4. This means the library can save money and resources
Overlap Analysis
In other words: If one collection is largely included in one or more other different collections then perhaps it can be cancelled / not renewed.
This means the library can save money and resources

5. Agenda
Introduction
The specific situation in our library
Performing the Overlap Analysis using sets
The results
The results with date coverage parameter
Overlap analysis for selected titles
Overlap analysis for selected titles using the CZ

6. The specific situation in our library
Why are we doing this specific comparison?
The acquisitions and resource management departments are wondering if the library really needs (and continue to pay for) the electronic collection “EBSCOhost Business Source Premier”
It appears as though most of the portfolios in this electronic collection are also in the following three collections which the library also has:
Gale Cengage Business Collection
Gale Cengage General OneFile
Gale Cengage General Reference Center Gold

7. The specific situation in our library
In order to verify their suspicions, the acquisitions department will perform an overlap analysis
The library will compare two groups of collections and see if there is significant overlap
If so, then something may be cancelled, and a lot of money saved

8. The specific situation in our library
This in this example we will compare the contents of “EBSCOhost Business Source Premier” against the contents of the following three collections:
Gale Cengage Business Collection
Gale Cengage General OneFile
Gale Cengage General Reference Center Gold

9. Agenda
Introduction
The specific situation in our library
Performing the Overlap Analysis using sets
The results
The results with date coverage parameter
Overlap analysis for selected titles
Overlap analysis for selected titles using the CZ

10. Performing the Overlap Analysis
The overlap analysis is accessed from the “Advanced Tools” sub-section of the Resource Management menu.
Note that it will be accessible only to users with one of the following roles:
Purchasing Operator
Purchasing Manager
Repository Manager
Electronic Inventory Operator

11. Performing the Overlap Analysis
In our situation we will choose to compare sets
Them we will begin to define the “Source Set” and “Target Set”

12. Performing the Overlap Analysis
The Source Set will be
EBSCOhost Business Source Premier
The Target Set will be
Gale Cengage Business Collection
Gale Cengage General OneFile
Gale Cengage General Reference Center Gold

13. Performing the Overlap Analysis
After clicking “Definition of Source Target” we search for our desired collection and then click “Add Selected” and “Done”.

14. Performing the Overlap Analysis
Now we will choose the Target Set

15. Performing the Overlap Analysis
Search for each collection
Select it and click “Add Selected”

16. Performing the Overlap Analysis
Click “Done”

17. Performing the Overlap Analysis
Now we have our sets to compare and click “Next”

18. Performing the Overlap Analysis
We then fill in various self-explanatory parameters and submit the job.
Note that
The analysis may also include a comparison of date coverage and
Various match methods also exists, we will chose “ISSN Match Method”
This time we will not include “date coverage”. Later we will.

19. Agenda
Introduction
The specific situation in our library
Performing the Overlap Analysis using sets
The results with no date coverage
The results with date coverage parameter
Overlap analysis for selected titles
Overlap analysis for selected titles using the CZ

20. The results
From the “View” link of the job we can view the results

21. The results
Title Overlap Report – This report contains matching titles with mutually exclusive coverage dates.
Unique Titles Report – This report contains titles that are unique to the source set you created for the comparison.
We can see here that there are 711 overlapping titles between the first set and the second set.
This means the library is paying for the same title twice.

22. The results
For example … the title “E media professional” appears in file “Set Comparison - Title Overlap“

23. The results
If we search Alma for this Portfolio we see that this same title exists in multiple collections, including those in our source and target sets of the ‘Overlap Analysis”
Target Set
Target Set
Source Set

24. The results
On the other hand the “Car Leasing Industry Profile: United Kingdom” appears in file “Set Comparison – Unique Titles”

25. The results
If we search Alma for this Portfolio we see that it exists in only one collection (it is unique)

26. Agenda
Introduction
The specific situation in our library
Performing the Overlap Analysis using sets
The results with no date coverage
The results with date coverage parameter
Overlap analysis for selected titles
Overlap analysis for selected titles using the CZ

27. The results with date coverage parameter
Now we run the job with the same sets and this time choose “Use date coverage” for current year “embargo”

28. The results with date coverage parameter
Now we have four output files:
Included only in report with date coverage
Were included also in report with no date coverage
Complete Overlap Report – This report contains matching titles with identical coverage dates.
Partial Overlap Report – This report contains matching titles with partially overlapping coverage dates.

29. The results with date coverage parameter
If we look for example at file “Set Comparison – Complete Overlap report” we see that both the title and coverage overlap are the same in multiple collections.
Let’s look at, for example, “Chief Marketer”

30. The results with date coverage parameter
According to the Excel the coverage for the source target is
The target has the following cover ages:
So … everything in the source is also in the target

31. The results with date coverage parameter
This same title exists in multiple collections with same exact coverage
Was in target set
Was in source set

32. The results with date coverage parameter
If we look for example at file “Set Comparison – Partial Overlap report” we see that the titles overlap but not the coverage
For example: “Computer Weekly”

33. The results with date coverage parameter
We see that the title has an overlap, but the coverage has a partial overlap
The title in the source has coverage for 2002.
The title for the target has
Was in target set
Was in source set

34. Agenda
Introduction
The specific situation in our library
Performing the Overlap Analysis using sets
The results with no date coverage
The results with date coverage parameter
Overlap analysis for selected titles
Overlap analysis for selected titles using the CZ

35. Overlap analysis for selected titles
To perform overlap analysis for selected titles we will choose “Selected Titles” instead of “Set Comparison”
This option allows the comparison of a list of titles with the electronic inventory of the library (collections and standalone portfolios).
Reports describing the overlap status of each title in the input file are given.

36. Overlap analysis for selected titles
In the next screen the user is prompted to upload a file
From here an Excel file should be uploaded
The column heading in the Excel can contain one of the following four options and it identifies the contents in the column to compare:
ISBN
ISSN
LCCN
TITLE

37. Overlap analysis for selected titles
The Excel file is a single-column file. Here is the one we will use.

38. Overlap analysis for selected titles
We load the file when prompted by the job
Then we submit the job

39. Overlap analysis for selected titles
The following three reports get produced

40. Overlap analysis for selected titles
Explanation of the three reports created via “Overlap analysis for selected titles”
Selected Titles - Title Overlap = record is in the loaded Excel file and in the institution repository. It exists in the repository in more than one collection.
Selected Titles – Not in Db = record is in the loaded Excel file and is not in the institution repository
Selected Titles – Unique titles = record is in the loaded Excel file and in the institution repository. It exists in the repository in one collection.

41. Overlap analysis for selected titles
Example of record in Selected Titles - Title Overlap = record is in the loaded Excel file and in the institution repository. It exists in the repository in more than one collection.

42. Overlap analysis for selected titles
Example of record in Selected Titles – Not in Db = record is in the loaded Excel file and is not in the institution repository

43. Overlap analysis for selected titles
Example of record in Selected Titles – Unique titles = record is in the loaded Excel file and in the institution repository. It exists in the repository in one collection.

44. Agenda
Introduction
The specific situation in our library
Performing the Overlap Analysis using sets
The results with no date coverage
The results with date coverage parameter
Overlap analysis for selected titles
Overlap analysis for selected titles using the CZ

45. Overlap analysis for selected titles using the CZ
As of Nov a new option is being added for the Overlap analysis for selected titles
It will be possible to choose
“Do not include titles from the community” (as was formerly always the case)
“Include titles from the Community that are not in the Institution”
“Include all titles from the Community
Below the user runs the Overlap analysis for the selected titles and chooses the option “Include titles from the Community that are not in the Institution”