Libraries are constantly under pressure to reduce content spending. In order to meet this challenge while continuing to serve their user’s real needs, the library needs to develop a deep understanding of content use across the organisation. This means augmenting plain usage data with details of organisational structure, and using that knowledge to choose optimal license and access strategies. By taking analytics a step deeper and leveraging a broad portfolio of access options, libraries can continue to support the research process while managing costs. We will discuss the challenges of aggregating usage data, demonstrate a selection of analytical tools, and how the analysis can inform the buy decision as well as the justification (ROI) for it. Attendees will gain an overview of analytical techniques, learn about the trade-offs of build vs. buy strategies, and come away with an understanding of key success factors for implementing an analytics program.

1. Content Spending Analytics
Meeting the Measurement Challenge
Presented to: ICIC
Skott Klebe
Technical Product Manager
Copyright Clearance Center

2. Overview
• Goals
• Measurement
• Allocation
2

3. Goals of Analysis
3

4. Goals of Content Spend Analysis
Usage
Impact
Flexibility
Convenience
Latency
Cost
Labor
Barriers
Maximize
Minimize
4

5. What spending are we looking at?
• Scholarly Journals
• eBooks
• Databases
• General Web Publications
• Open Access
5

6. Content Spending
• Subscriptions
– Upfront cost
– Unlimited use
• Document Delivery
– Pay as you need
– Adds up!
6
$ £€ ¥
$ £€ ¥

7. Content Spending
• Subscriptions
– Upfront cost
– Unlimited use
• Document Delivery
– Pay as you need
– Adds up!
7
$ £€ ¥
$£€ ¥

8. The Measurement Challenge
8

9. The Measurement Challenge
9

10. The Measurement Challenge
10

11. Usage Geology
11
Usage:
COUNTER data
Signals of Activity
Signals of Intent
Signals of Impact

12. COUNTER data
• Publisher metrics for subscription access
• Organization-wide
• No user, department, cost center data
• No way to record purpose of use
12

13. Activity signals
• Indications of more detailed usage
–Even imperfect
• Document purchase transactions
13

14. Mapping usage across the organization
R&D
Oncology
Lyon Madrid
Organics
Milano
14
• Assess needs of different
departments
• Identify “niche resources”
– Only used by 1-2
departments
– Consider charge-back,
different license models

15. Signals of Intent
• Why was the content requested or used?
• Content that’s valued, not just used
• Assessing value:
–User surveys
–Copyright permissions
• Regulatory filings
• Requests from physicians
15

16. Signals of Impact
• What content contributed
most to desired outcomes?
• What are the most important
strategic outcomes for
your organization?
16

17. Measuring Impact
What matters to
your organization?
Can we trace
those outcomes to
content?
Can we show how
our content
supports those
outcomes?
Drug
Research
Patients
Products
Papers
Patents
Regulatory
filings
Non-
patent
citations
Citations
Physician
document
reqs

18. Allocation
18

19. Using the Data
• Annual budget
• Change management
• General service improvement

20. Subscription list: economic
Clearly economical
Clearly not economical
Possibly not economical
Possibly economical
20

21. Subscription list: Managing Change
• Reactive
–Change in usage
–Change in subscriptions
• Proactive
–Announced strategic change
–Examine licenses
–Examine content fit
21

22. Other uses for the data
• Evidence-based negotiation process
–Compare and contrast content and rights from
• Other offerings/packages from same vendor
• Other vendors
• Open access
• Make content recommendations
• New content uses

23. Text Mining
• Challenging license environment
–Want to mine everything
–Can’t subscribe to everything
• Look for alternative licensing models
–Mining-only access
–Feed mining uses back into analysis
23

24. Automate the process
• Year-round cycle
–Usage collection
–Impact analysis
–Budget plan
• Change is constant, be ready to react.

25. Thank you!
Skott Klebe, Technical Product Manager
Product Management
978 646-2750
sklebe@copyright.com