UMass Libraries Transform Collection Development with Data Visualization
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The document discusses how the UMass Amherst Libraries is using interactive data visualization software like Tableau to transform how it makes collection development decisions. The software allows library staff to better understand and communicate collection usage data through interactive visualizations. This has informed decisions about format selections, subject area allocations, and individual item purchases in a transparent way that demonstrates fiscal responsibility. It is helping the libraries move from abstract discussions of the collection to concrete understandings based on data.
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UMass Libraries Transform Collection Development with Data Visualization
- 1. UMass Amherst Libraries How Interactive Graphic Displays are Transforming Collection Development Decisions Rachel Lewellen – Assessment Librarian Paulina Borrego – Science & Engineering Librarian Collection Development and Data Visualization
- 2. 2UMass Amherst Libraries Today Data Visualization - Tableau • Easier for staff to understand and use visual data • Good for communication and sharing • Useful tool for analysis Transforming Collection Development • Able to use and understand collection data • Conversation and discussion • Allocations • Transparency
- 9. 9UMass Amherst Libraries LC and School and College
- 10. 10UMass Amherst Libraries School and College Expenditures FY2011-2013
- 18. 18UMass Amherst Libraries Considerations Investment • Time • Money Public vs private sharing Underlying data needs to be properly structured
- 19. 19UMass Amherst Libraries “The Cornell study reinforces data from a study conducted at the University of Pittsburgh over three decades ago. That study reported that 40% of monographs never circulated during the first six years after purchase. If a book does not circulate within the first six years, the chances of it ever circulating drop to one in fifty. At ARL institutions, 56% of books never circulate.” Stewart, C. (2011). The next chapter: Measuring the pace of change for print monograph collections. The Journal of Academic Librarianship, 37(4), 355-357.
- 20. 20UMass Amherst Libraries Making the known visible
- 21. 21UMass Amherst Libraries Transforming Collection Development Decisions Transformed abstract ideas of the collection into concrete understandable reality Informs item level decision making Informs format decisions Informs allocation distribution across subject areas and purchase programs Used to communicate collections information with stakeholders Demonstrates fiscal accountability and responsibility
- 22. 22UMass Amherst Libraries Tableau Public Dashboards Purchasing and Circulation • https://public.tableausoftware.com/profile/library.assess ment#!/vizhome/ALEPHPurcasingandCirc/OrderGroupDas hboard EBL • https://public.tableausoftware.com/views/EBL_Public/EBL Pilot-PublisherDashboard?:embed=y&:display_count=no Electronic Resources – MINES • https://public.tableausoftware.com/profile/library.assess ment#!/vizhome/NEW_MINESFY2014_extract_Public_1/U serGroupDashboard
- 23. 23UMass Amherst Libraries Questions? RLewellen@library.umass.edu PBorrego@library.umass.edu
Hinweis der Redaktion
- This is a familiar excel view Paulina – UMass Amherst Libraries – selectors with individual budget allocations My story as a new librarian and selector / 8 science & engineering depts Trying to make sense of excel reports
- This is the familiar excel view. And it takes advantage of some the nice features in excel Filtering, conditional formatting. However, it is too cumbersome for selectors to use. Paulina – Pivot tables allowed for more functionality than spreadsheets Still tables were huge and hard to manipulate Difficult to make sense of the data, especially trends.
- Easier to understand and more intuitive than text/numerical spreadsheet display Excel or other software skills not needed for interaction Interactivity facilitates exploration and analysis Show spreadsheet vs display Show filters and sorting on dashboard show filter/sorting on Excel Show interactivity/filtering Paulina – Tableau made the data more accessible and understandable Ability to visually see trends Faced with undeniable evidence - both horrifying and freeing
- Paulina – like many selectors I studied the areas of research of the faculty in my depts Tried to purchase titles that aligned with those research areas Example: Mathematical chemistry – Mathematical modeling Even best efforts for selection did not prove successful
- Aggregate and disaggregate – combine and break apart in many ways. This is a view of approvals Budget ‘crisis’ of 2009 / dropping of approval plans in 2010 Reinstate approval plans based on performance Paulina – being competitive Wanting the books I purchased to be as highly circulated as the books on demand (BODEM) Faced with the undeniable evidence Changed my individual collection policy Almost exclusively only purchase those titles directly requested by students and faculty Money unspent went to the common good
- Paulina – direct evidence puts selector model into question Just in case versus Just in time
- Paulina – Transparency / ability to view the entire collection not just my own part Example - Subclass P = Language and Literature Ability to view my individual LC parts of the collection QA Mathematics / QD Chemistry / QC Physics
- Communicating with larger community, campus budget etc.
- Building dashboards pretty easy Show building image Measure and dimensions Drop and drag Visual options offered – show me Time, built in-calculation options Ability to answer specific questions. Caveat is that you might be tempted to build 100 views. Paulina – different modes of visualization for different types of learners – bubble plots / column / pie chart
- Public web access (free) Private web access (fee based) http://public.tableausoftware.com/shared/SZN8NZXT2?:display_count=no Easy for staff to access on own time In own location Brower only requirement for public/free access Server has automatic update capacity Staff RLC Faculty Administration
- Server – costs Tableau Server – There are two licensing models: Named User and Core With Named-User licensing, you are licensing the individual, not the hardware - Logins are $750 per user/license ($150 maintenance included in first year purchase) - Minimum configuration offered is 10 logins, priced at $7,500 - As you budget, please note that anyone accessing the Tableau Server web environment, needs a web login - Named-User licensing offers you the flexibility of adding as much hardware to your cluster as you wish With Core licensing, you are licensing the hardware, not the individual - Minimum configuration offered is an 8-Core Server license, priced at $224,250 ($45k maintenance included in first year purchase) - Core licensing offers you the flexibility of adding as many users to your Server environment as you wish Desktop =$1,200 plus 300 annual annual maintenance Public vs private display Time – investment, learning curve Data issues Memory Public/private
- Paulina - Intellectual vs experiential knowing The power of 1st hand knowledge and experience Whose books don’t circulate? Oh, my books don’t circulate
- Paulina - Tableau has helped me to take ownership of my selection decisions and policy Has directly changed my collection policy in a short period of time Faced with the undeniable evidence Just in case vs Just in time Advocate for Evidence based collection development
- Paulina – Grateful to be at a University Library that values assessment Collectively has afforded us a common language for discussion, decisions, and policies Creates a culture of assessment