In light of the 30th anniversary of NASIG, and the shift from print to electronic serials collections, a panel of librarians will take a historic look back at collection development trends and practices. What did our collections look like in the late 1980s? How did the online evaluation tools of the early 2000s have an impact? What are collection best practices today? Where will our future collections focus? Using statistical data from Ulrich’s Periodicals Directory and similar tools, presenters will consider how the changing landscape of serials publishing over the years has impacted the ways in which librarians have evaluated, selected, and assessed their collections from the days of print directories to today’s e-resource management offerings. This session is intended as a historic review of resources used for collection development during the 30 year history of NASIG. The perspectives of two academic librarians and a subscription agent will be heard, moderated by a representative of Ulrich’s Periodicals Directory Content team. Librarians seeking an overview of issues in collection development and resource vetting are encouraged to attend. There will be an opportunity for attendees to share their observations with colleagues and the panel. Speakers: Laurie Kaplan, Moderator, Director of Editorial Operations, ProQuest Dani L. Roach, Head of Serials and Electronic Resource Acquisitions, University of St. Thomas Betsy Appleton, Electronic and Continuing Resources Librarian, St. Edward's University Justin Clarke, Product Manager and Regional Sales Manager East, HARRASSOWITZ Booksellers and Subscription Agents

1. Moderated by Laurie Kaplan
NASIG – 30th Anniversary Meeting
Thursday, May 28, 2015
lkaplan@proquest.com

2.  Dani Roach – University of St. Thomas – representing
the library perspective of the first 20 years of collection
development during NASIG’s existence
 Betsy Appleton – St. Edward’s University –
representing the most recent 10 years of collection
development from the library perspective
 Justin Clarke – Harrassowitz – representing a vendor
point of view on collection development over the last 30
years
 Q&A for the panelists and audience
◦ “Poll questions” – show of hands
◦ Answers to questions from the panelists
◦ Q&A at the end of the presentation

3.  First published in 1932
 Original title: Periodicals Directory: A Classified Guide to a
Selected List of Current Periodicals Foreign and Domestic
by Carolyn Ulrich, chief of the Periodicals Division of the New York
Public Library
 For more information on Carolyn Ulrich, see the piece posted on the ProQuest
website at http://www.proquest.com/blog/2012/the-story-of-carolyn-ulrich.html
1st Edition (1932) 53rd Edition (2015)
6,000 titles 231,320 titles
183 subject headings 903 subject headings
323 pages 11,820 pages
$10.00 list price $2,395 list price

4.  1980s: Ulrich’s Plus – CD-ROM released as state of the art
delivery of content, updated quarterly (1986)
 1990s: Ulrichsweb is released – online, 3rd party links – “New
dynamic for the 21st Century” (1999)
 2000s: Ulrich’s Serials Analysis System is released – enables
comparisons of library serials against Ulrich’s or other
databases from the online Ulrich’s system (2003)
 2010s: Ulrichsweb is redesigned – incorporates features
requested by clients and enables use on various devices
 2014-2015: Ulrich’s in Intota – data for collection analysis and
ROI Assessment

5.  1990s and before: Good working relationship with
Library of Congress and International ISSN Center
◦ Researched using LC and ISSN Portal for direct data
 2000s: Bowker employee embedded in the Library of
Congress to work part time for Bowker on Ulrich’s data
and part time for LC assigning ISSN
 2010s: Refocused the position at the LC (now a
ProQuest employee) to work with the knowledgebase
and PQ MARC records part time and with ISSN
assignments for LC part time

7. Images from the Wayback Machine

8. Images from the Wayback Machine

9. And more stats for the current database:
All Active Publishers
Small Publishers
(10 or fewer titles)
104,623 publishers 102,319 publishers
239,514 active titles 151,857 active titles
Data Point 1985 1995 2005 2015
Periodicals (total) 95,000 165,000 188,550 231,320
Refereed publications 2,500 10,000 21,800 37,728
CD-ROM titles (1986) n/a 1,963 6,700 7,300
Electronic titles n/a 5,517 45,000 107,269
Open Access Journals (2004) n/a n/a 1,970 9,821

10. New collection development tools focused on the
lifecycle of library resources:
Images from ProQuest.com

11. Dani Roach, University of St. Thomas (St. Paul, MN)
dlroach@stthomas.edu

12.  Changing formats?
 Tools available to measure usage and value of
collections?
 Mechanisms for discovering new materials to add
to our collections?
 What has changed more – our collections, or our
collection development practices?

13. c. 1985 c. 2004
 Print books
 Print journals
 Indexes and abstracts
 Micro formats
 Other (VCRs, laserdisks,
LPs)
 Online and print books
and journals
 Databases (with and
without full text)
 Other physical and online
formats

14. Image from the Pennsylvania Newspaper Project

18. c. 1985 c. 2004
 What we owned
(volumes)
 Things we could count
(titles added)
 Money spent on
collections and their
maintenance
 Usage (book check outs,
journals re-shelved)
 What we licensed (leased
vs. perpetual)
 Any thing or activity we
could count, or total
 COUNTER statistics
(journal articles viewed)
 Network statistics

19.  Recording and counting hatch marks
 Counting names on a the library card
 Punch cards pulled from a book pocket
 Date stamps
 Creating spreadsheets that integrate use and cost
 Scanning Barcodes
 Publisher site recognizing downloads within our IP
range

20. Image from CatloverNJ

21. Image from CatloverNJ

22. Image from CatloverNJ

23. Image from CatloverNJ

24. Image from CatloverNJ

25. c.1985 c. 2004
 Counts, size
 Usage and cost per use
 Budget
 Reviews (market specific
print tools)
 Journal citation factor
 Observation, experience
 Everything from 1985, plus
 Collection comparisons
 ROI
 Cost per anything that
could be measured
 Online resources
 Online user surveys, chat

26. Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.

27. Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.

28. Worksheets taken from Measuring Academic Library Performance by Nancy Van House, Beth Weil, and Charles McClure. American Library Association, 1990.
ACRL Stats taken from: Statistical Summaries for Academic Libraries
Summary reports from ACRL's 2000 Academic Libray Trends & Statistics:
http://www.virginia.edu/surveys/Projects/ACRL/2000/home.htm

29. c. 1985 c. 2004
 Print catalogs
 Publisher and vendor
promotions
 Word of mouth,
conferences, displays
 Deposit accounts
 Approval plans (physical,
slips, profiles)
 Everything from 1985,
plus
 Online/emails/web
sessions with vendors
and publishers
 Via established profiles

34. Betsy Appleton, St. Edward’s University, Austin, TX
eappleto@stedwards.edu

35. Panelist Has Early Encounter with Periodicals, circa
1985
Image Credit: Karen Appleton

36.  Is it what has changed, or what has not changed?
 Are we using the tools we created in the ways we
expected ?
 What have we stopped doing, and why?

37. c. 2005 c. 2015
Scarborough-Phillips Library Website, St. Edward’s University,
April 25, 2006,
http://web.archive.org/web/20060425102740/http://libr.stedwards
.edu/
Munday Library Website, St. Edward’s University, May 5, 2015,
http://library.stedwards.edu/

38. c. 2004/5 c. 2015
As Dani Notes:
 What we licensed (leased
vs. perpetual)
 Any thing or activity we
could count, or total
 COUNTER statistics
(journal articles viewed)
 Network statistics
Everything to the left &…
 What we access
◦ Open Access
◦ COUNTER > Journals
◦ Website Analytics
 Research Indicators
◦ Altmetrics
◦ UX/User Behavior
Measuring time, by Louise Docker: http://www.flickr.com/photos/14516334@N00/286709039/

39.  (Most) Everything to the
left &…
 It’s all Cloudy
 Library Services
Platforms
 Knowledgebases
 Discovery Services
 SERU
c. 2005 c. 2015
 Link Resolvers
 ERMS/A-Z Lists
 Federated Search
 Integrated Library
Systems
 Record Sets
 Model Licenses
iPod, 5th Gen. 2005 from
http://en.wikipedia.org/wiki/IPod_Classic
Apple Watch, 2015 from
http://en.wikipedia.org/wiki/Apple_Watch

40. 2005
• Mergers! Bankruptcies! Budget Cuts!
• “Someone can do E-Resources On the Side” (…)
• Reorganization: Print VS. Electronic tasks
• Re-Reorganization: Print AND Electronic tasks
2015
• New Roles: Scholarly Communications, IRs, Data
Services, etc.
• Mergers! Bankruptcies! Budget Cuts!

41. What is interesting about the past 10 years?
 Is it what has changed, or what has not changed?
 Are we using the tools we created in the ways we
expected ?
 What have we stopped doing, and why?

42. Justin Clarke, HARRASSOWITZ Booksellers &
Subscription Agents
jclarke@harrassowitz.de

43. Image from en.wikipedia.org

45. Image from www.ddo.com

46.  Rich bibliographic information
 Publisher mergers and splits
 Claiming cycle
 Format information
 Coverage
 Backfile availability
 Platform and access information
 Post cancellation access rights
 Licensing information
 Standard Terms and Conditions
 All kinds of helpful links
 And more!!!

47.  FTE count
 IP ranges
 Carnegie Classification
 Institutional sites
 Proxy server information
 Consortial participation
 License cycle
 Individual contact details

48.  Print catalogs to online vendor systems for:
 Ordering
 Renewing
 Claiming
 Financial data
 Cancelling
 Etc.
 Automation – EDI - Standards
 Management Reports to assist with analysis

49.  The Big Deal
 Open Access
 DDA, Tokens
 E-Books

50. Thank You!