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Evaluation of the impact of
library discovery technologies
on usage of academic content
Presenters: Angela Conyers, Evidence Base (BCU)
Valérie Spezi, LISU (Loughborough University)
Why this study?
• Commissioned by UKSG/Jisc in July 2013
Lots of interest in library discovery technologies
Questions about whether libraries, publishers and other
stakeholders should be engaging with those technologies
Follows on from the UKSG research report on Link resolvers
and the serials supply chain and the work of KBART

• Small-scale study
 A UK perspective

• No previous usage data analyses – fill in the gap
 2 studies about to report shortly

• Work started in July 2013
Objectives of the research
 Evaluation of the impact of library discovery technologies on
usage of academic resources
 Provide evidence to determine if there is a case for
 Investment in library discovery technologies by libraries
 Engagement with library discovery technologies by
publishers and other stakeholders in the information
supply chain
 Provide recommendations for stakeholders to best support
the discovery of academic resources
 Identify additional research, data, discussion and initiatives
that will support the findings of the study
Methodology
• Phase 1: survey of UK HE libraries
 Objective: determine the current RDS landscape

• Phase 2: case studies of libraries and publishers
 Objective: collect usage data + views and perceptions on the
impact of library discovery technologies

• Phase 3: interviews with stakeholders
 Objective: obtain a bigger picture on the perceived impact of
library discovery technologies and an insight of where the
sector is going
Methodology (cont’d)
• Survey: 62 respondents
 Online questionnaire distributed to UK HE library
directors

• 8 publishers and stakeholders
• 6 case study libraries
• Data received from 6 libraries & 4
publishers/content providers
 COUNTER JR1, BR2 and DB1 or close equivalent
Phase 2: usage study
What are we going to present?
1. General findings – general picture
• Data received from the 6 participating libraries and 4 of the
participating publishers
• Libraries’ usage data – journal, e-book and database
• Publishers’ usage data – journal

2. Findings for a case study library – more detailed
picture
Overall journal usage trends
6.00

RDS implementation

E

5.00

Relative usage per FTE

4.00
3.00
F

2.00

B
A

1.00

D
C

0.00
-1.00

1st year

2nd year

-2.00

RDS - RDS - RDS - RDS - RDS - RDS - RDS RDS RDS RDS RDS RDS RDS RDS RDS RDS RDS RDS RDS
12 10
8
6
4
2
+ 2 + 4 + 6 + 8 + 10 + 12 + 14 + 16 + 18 + 20 + 22 + 24
4.00

1.00

RDS - 12
RDS - 11
RDS - 10
RDS - 9
RDS - 8
RDS - 7
RDS - 6
RDS - 5
RDS - 4
RDS - 3
RDS - 2
RDS - 1
RDS
RDS + 1
RDS + 2
RDS + 3
RDS + 4
RDS + 5
RDS + 6
RDS + 7
RDS + 8
RDS + 9
RDS + 10
RDS + 11
RDS + 12
RDS + 13
RDS + 14
RDS + 15
RDS + 16
RDS + 17
RDS + 18
RDS + 19
RDS + 20
RDS + 21
RDS + 22
RDS + 23
RDS + 24

Relative usage per FTE

Overall journal usage trends – constant titles
5.00

RDS implementation

3.00

E

2.00

F

B
A

D
C

0.00

-1.00

-2.00
1.00

RDS - 12
RDS - 11
RDS - 10
RDS - 9
RDS - 8
RDS - 7
RDS - 6
RDS - 5
RDS - 4
RDS - 3
RDS - 2
RDS - 1
RDS
RDS + 1
RDS + 2
RDS + 3
RDS + 4
RDS + 5
RDS + 6
RDS + 7
RDS + 8
RDS + 9
RDS + 10
RDS + 11
RDS + 12
RDS + 13
RDS + 14
RDS + 15
RDS + 16
RDS + 17
RDS + 18
RDS + 19
RDS + 20
RDS + 21
RDS + 22
RDS + 23
RDS + 24

Relative usage per FTE

Overall e-book usage trends

15.00

13.00

E

RDS implementation

11.00

A

9.00

7.00

F

5.00

3.00

D

B

-1.00

-3.00
11.00

7.00

1.00

RDS - 12
RDS - 11
RDS - 10
RDS - 9
RDS - 8
RDS - 7
RDS - 6
RDS - 5
RDS - 4
RDS - 3
RDS - 2
RDS - 1
RDS
RDS + 1
RDS + 2
RDS + 3
RDS + 4
RDS + 5
RDS + 6
RDS + 7
RDS + 8
RDS + 9
RDS + 10
RDS + 11
RDS + 12
RDS + 13
RDS + 14
RDS + 15
RDS + 16
RDS + 17
RDS + 18
RDS + 19
RDS + 20
RDS + 21
RDS + 22
RDS + 23
RDS + 24

Relative usage per FTE

Overall e-book usage trends – constant titles
13.00

RDS implementation
A

9.00
E

F

5.00

3.00
D

B

-1.00

-3.00
0.50

-5.50
RDS - 12
RDS - 11
RDS - 10
RDS - 9
RDS - 8
RDS - 7
RDS - 6
RDS - 5
RDS - 4
RDS - 3
RDS - 2
RDS - 1
RDS
RDS + 1
RDS + 2
RDS + 3
RDS + 4
RDS + 5
RDS + 6
RDS + 7
RDS + 8
RDS + 9
RDS + 10
RDS + 11
RDS + 12
RDS + 13
RDS + 14
RDS + 15
RDS + 16
RDS + 17
RDS + 18
RDS + 19
RDS + 20
RDS + 21
RDS + 22
RDS + 23
RDS + 24

Relative usage per FTE

Overall database usage trends
3.50

RDS implementation

2.50

B

1.50

C

-0.50

-1.50

F

-2.50

-3.50

-4.50

D
0.30

0.00

RDS - 12
RDS - 11
RDS - 10
RDS - 9
RDS - 8
RDS - 7
RDS - 6
RDS - 5
RDS - 4
RDS - 3
RDS - 2
RDS - 1
RDS
RDS + 1
RDS + 2
RDS + 3
RDS + 4
RDS + 5
RDS + 6
RDS + 7
RDS + 8
RDS + 9
RDS + 10
RDS + 11
RDS + 12
RDS + 13
RDS + 14
RDS + 15
RDS + 16
RDS + 17
RDS + 18
RDS + 19
RDS + 20
RDS + 21
RDS + 22
RDS + 23
RDS + 24

Relative usage per FTE

Publishers - overall journal trends
0.40

RDS implementation
W

0.20

0.10

Z

Y
X

-0.10

-0.20

-0.30
Broad picture – key findings
• What does the usage analysis suggest?
• Journals – some impact
• E-books – definitely a positive impact
• Databases – cannot tell

• Interpretation of the aggregated data – challenge - why?
• Multi-dimensional environment – lots of noise in the results
• other factors may affect usage, notably the volume of content
available
• We’ve tried to control for this with the ‘constant titles’ but there may be other factors

• No common pattern by type of resources for each library
• Except for e-books maybe?

• Next: look at a case study library in greater detail
Usage analysis - summary
What can we say from the usage analysis?
• No straightforward answer – but it seems that overall library
discovery technologies influence positively the use of academic
resources
• The effect may vary according to the type of resources – e-books seem to
benefit greatly from RDS

• Isolating the sole impact of RDS is a challenge – multi-dimensional
environment
• Many other factors may affect usage – we have tried to control for content
growth by providing an analysis including constant titles

• More data needed for a meaningful analysis
• 2-year post-implementation data is not enough to pick up a trend and isolate
other variables influencing usage
Additional findings from libraries
Perceived advantages for libraries:
• Generally, high levels of library satisfaction with RDS
• Increased usage – borne out by usage data
• Enhanced user experience (primary motivation – not increased usage)
• One stop shop = single interface linked to full text

• Better use of subscriptions – no silos

Perceived challenges:
• Usage data analysis – not done routinely
• RDS searching aimed at undergrads? Starting point?
• Can researchers benefit from RDS too?

• Lack of clarity in coverage from RDS suppliers
• Interoperability between systems
• Lack of co-operation between some publishers and some RDS suppliers
Additional findings from publishers and content
providers
Perceptions when engaging with RDS:
• Improving discoverability and visibility of content
 still very low traffic from RDS compared to search engines
 particularly relevant for smaller publishers?
 better service for their authors and readers
 can publishers afford to wait and see where it is going?

Perceived challenges:
•
•
•
•

Metadata RDS optimisation for improved discoverability
Dilution of the publisher’s brand within the RDS
Lack of feedback/communication from RDS suppliers
Lack of visibility and understanding of how data are used
 Relevancy ranking
Other stakeholders in the information supply
chain – some key findings
RDS – great tool – probably changing the library
landscape in the short to medium term
But the use of RDS raises some questions:
 Are RDS a long term valid solution to Web-scale information
searching?
 Costs & benefits to libraries?
 What is the effect on A&I databases for specialist
information?
THANK YOU!

• Recommendations soon available in the full
report that will be presented to UKSG
• For a copy of the report:
• Check out the UKSG website - http://www.uksg.org/
• Contact us for a copy of the report - lisu@lboro.ac.uk

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UKSG Forum - Library Discovery Technologies - 15 nov 2013

  • 1. Evaluation of the impact of library discovery technologies on usage of academic content Presenters: Angela Conyers, Evidence Base (BCU) Valérie Spezi, LISU (Loughborough University)
  • 2. Why this study? • Commissioned by UKSG/Jisc in July 2013 Lots of interest in library discovery technologies Questions about whether libraries, publishers and other stakeholders should be engaging with those technologies Follows on from the UKSG research report on Link resolvers and the serials supply chain and the work of KBART • Small-scale study  A UK perspective • No previous usage data analyses – fill in the gap  2 studies about to report shortly • Work started in July 2013
  • 3. Objectives of the research  Evaluation of the impact of library discovery technologies on usage of academic resources  Provide evidence to determine if there is a case for  Investment in library discovery technologies by libraries  Engagement with library discovery technologies by publishers and other stakeholders in the information supply chain  Provide recommendations for stakeholders to best support the discovery of academic resources  Identify additional research, data, discussion and initiatives that will support the findings of the study
  • 4. Methodology • Phase 1: survey of UK HE libraries  Objective: determine the current RDS landscape • Phase 2: case studies of libraries and publishers  Objective: collect usage data + views and perceptions on the impact of library discovery technologies • Phase 3: interviews with stakeholders  Objective: obtain a bigger picture on the perceived impact of library discovery technologies and an insight of where the sector is going
  • 5. Methodology (cont’d) • Survey: 62 respondents  Online questionnaire distributed to UK HE library directors • 8 publishers and stakeholders • 6 case study libraries • Data received from 6 libraries & 4 publishers/content providers  COUNTER JR1, BR2 and DB1 or close equivalent
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  • 8. Phase 2: usage study What are we going to present? 1. General findings – general picture • Data received from the 6 participating libraries and 4 of the participating publishers • Libraries’ usage data – journal, e-book and database • Publishers’ usage data – journal 2. Findings for a case study library – more detailed picture
  • 9. Overall journal usage trends 6.00 RDS implementation E 5.00 Relative usage per FTE 4.00 3.00 F 2.00 B A 1.00 D C 0.00 -1.00 1st year 2nd year -2.00 RDS - RDS - RDS - RDS - RDS - RDS - RDS RDS RDS RDS RDS RDS RDS RDS RDS RDS RDS RDS RDS 12 10 8 6 4 2 + 2 + 4 + 6 + 8 + 10 + 12 + 14 + 16 + 18 + 20 + 22 + 24
  • 10. 4.00 1.00 RDS - 12 RDS - 11 RDS - 10 RDS - 9 RDS - 8 RDS - 7 RDS - 6 RDS - 5 RDS - 4 RDS - 3 RDS - 2 RDS - 1 RDS RDS + 1 RDS + 2 RDS + 3 RDS + 4 RDS + 5 RDS + 6 RDS + 7 RDS + 8 RDS + 9 RDS + 10 RDS + 11 RDS + 12 RDS + 13 RDS + 14 RDS + 15 RDS + 16 RDS + 17 RDS + 18 RDS + 19 RDS + 20 RDS + 21 RDS + 22 RDS + 23 RDS + 24 Relative usage per FTE Overall journal usage trends – constant titles 5.00 RDS implementation 3.00 E 2.00 F B A D C 0.00 -1.00 -2.00
  • 11. 1.00 RDS - 12 RDS - 11 RDS - 10 RDS - 9 RDS - 8 RDS - 7 RDS - 6 RDS - 5 RDS - 4 RDS - 3 RDS - 2 RDS - 1 RDS RDS + 1 RDS + 2 RDS + 3 RDS + 4 RDS + 5 RDS + 6 RDS + 7 RDS + 8 RDS + 9 RDS + 10 RDS + 11 RDS + 12 RDS + 13 RDS + 14 RDS + 15 RDS + 16 RDS + 17 RDS + 18 RDS + 19 RDS + 20 RDS + 21 RDS + 22 RDS + 23 RDS + 24 Relative usage per FTE Overall e-book usage trends 15.00 13.00 E RDS implementation 11.00 A 9.00 7.00 F 5.00 3.00 D B -1.00 -3.00
  • 12. 11.00 7.00 1.00 RDS - 12 RDS - 11 RDS - 10 RDS - 9 RDS - 8 RDS - 7 RDS - 6 RDS - 5 RDS - 4 RDS - 3 RDS - 2 RDS - 1 RDS RDS + 1 RDS + 2 RDS + 3 RDS + 4 RDS + 5 RDS + 6 RDS + 7 RDS + 8 RDS + 9 RDS + 10 RDS + 11 RDS + 12 RDS + 13 RDS + 14 RDS + 15 RDS + 16 RDS + 17 RDS + 18 RDS + 19 RDS + 20 RDS + 21 RDS + 22 RDS + 23 RDS + 24 Relative usage per FTE Overall e-book usage trends – constant titles 13.00 RDS implementation A 9.00 E F 5.00 3.00 D B -1.00 -3.00
  • 13. 0.50 -5.50 RDS - 12 RDS - 11 RDS - 10 RDS - 9 RDS - 8 RDS - 7 RDS - 6 RDS - 5 RDS - 4 RDS - 3 RDS - 2 RDS - 1 RDS RDS + 1 RDS + 2 RDS + 3 RDS + 4 RDS + 5 RDS + 6 RDS + 7 RDS + 8 RDS + 9 RDS + 10 RDS + 11 RDS + 12 RDS + 13 RDS + 14 RDS + 15 RDS + 16 RDS + 17 RDS + 18 RDS + 19 RDS + 20 RDS + 21 RDS + 22 RDS + 23 RDS + 24 Relative usage per FTE Overall database usage trends 3.50 RDS implementation 2.50 B 1.50 C -0.50 -1.50 F -2.50 -3.50 -4.50 D
  • 14. 0.30 0.00 RDS - 12 RDS - 11 RDS - 10 RDS - 9 RDS - 8 RDS - 7 RDS - 6 RDS - 5 RDS - 4 RDS - 3 RDS - 2 RDS - 1 RDS RDS + 1 RDS + 2 RDS + 3 RDS + 4 RDS + 5 RDS + 6 RDS + 7 RDS + 8 RDS + 9 RDS + 10 RDS + 11 RDS + 12 RDS + 13 RDS + 14 RDS + 15 RDS + 16 RDS + 17 RDS + 18 RDS + 19 RDS + 20 RDS + 21 RDS + 22 RDS + 23 RDS + 24 Relative usage per FTE Publishers - overall journal trends 0.40 RDS implementation W 0.20 0.10 Z Y X -0.10 -0.20 -0.30
  • 15. Broad picture – key findings • What does the usage analysis suggest? • Journals – some impact • E-books – definitely a positive impact • Databases – cannot tell • Interpretation of the aggregated data – challenge - why? • Multi-dimensional environment – lots of noise in the results • other factors may affect usage, notably the volume of content available • We’ve tried to control for this with the ‘constant titles’ but there may be other factors • No common pattern by type of resources for each library • Except for e-books maybe? • Next: look at a case study library in greater detail
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  • 20. Usage analysis - summary What can we say from the usage analysis? • No straightforward answer – but it seems that overall library discovery technologies influence positively the use of academic resources • The effect may vary according to the type of resources – e-books seem to benefit greatly from RDS • Isolating the sole impact of RDS is a challenge – multi-dimensional environment • Many other factors may affect usage – we have tried to control for content growth by providing an analysis including constant titles • More data needed for a meaningful analysis • 2-year post-implementation data is not enough to pick up a trend and isolate other variables influencing usage
  • 21. Additional findings from libraries Perceived advantages for libraries: • Generally, high levels of library satisfaction with RDS • Increased usage – borne out by usage data • Enhanced user experience (primary motivation – not increased usage) • One stop shop = single interface linked to full text • Better use of subscriptions – no silos Perceived challenges: • Usage data analysis – not done routinely • RDS searching aimed at undergrads? Starting point? • Can researchers benefit from RDS too? • Lack of clarity in coverage from RDS suppliers • Interoperability between systems • Lack of co-operation between some publishers and some RDS suppliers
  • 22. Additional findings from publishers and content providers Perceptions when engaging with RDS: • Improving discoverability and visibility of content  still very low traffic from RDS compared to search engines  particularly relevant for smaller publishers?  better service for their authors and readers  can publishers afford to wait and see where it is going? Perceived challenges: • • • • Metadata RDS optimisation for improved discoverability Dilution of the publisher’s brand within the RDS Lack of feedback/communication from RDS suppliers Lack of visibility and understanding of how data are used  Relevancy ranking
  • 23. Other stakeholders in the information supply chain – some key findings RDS – great tool – probably changing the library landscape in the short to medium term But the use of RDS raises some questions:  Are RDS a long term valid solution to Web-scale information searching?  Costs & benefits to libraries?  What is the effect on A&I databases for specialist information?
  • 24. THANK YOU! • Recommendations soon available in the full report that will be presented to UKSG • For a copy of the report: • Check out the UKSG website - http://www.uksg.org/ • Contact us for a copy of the report - lisu@lboro.ac.uk