A New Hope or Phantom Menace? Making your collection management workflows Aspire-aware (Helen Adey, Nottingham Trent University) Nottingham Trent University was a very early adopter of Talis Aspire and quickly became aware that new collection management workflows were required to ensure that previously routine tasks took account of items on Resource Lists. This session will cover the challenges faced in dealing with a variety of collection management tasks, including: - routine withdrawals - missing books - bulk stock review exercises - Patron Driven Acquisitions - changes in aggregator packages - annual serials review exercises It will also consider some suggested methodologies for dealing with these challenges, tools which can help, and the challenges still to be addressed and resolved.

1. 25 June 2013
1
Helen Adey,
Resource Acquisitions and Supply Team Manager
Nottingham Trent University
A New Hope or Phantom Menace?
Making your collection
management workflows
Aspire-aware

2. Agenda
• Collection Management before Aspire
• Aggregator packages (1)
• Missing, damaged and lost items
• Annual stock reviews and bulk stock withdrawals
• Patron Driven Acquisitions
• Serials reviews
• Aggregator packages (2)
25 June 2013
2

3. Collection Management before Aspire
25 June 2013
3
Walk in the park…? Or getting lost in the woods?

4. Aggregator packages (1)
• The cautionary tale of an NTU Academic Aspire Champion,
American Literary History, Oxford University Press and Literature
Online
25 June 2013
4

5. Missing, damaged and lost items
• Do we need to replace?
• How do we know if it’s on a resource list?
25 June 2013
5

6. Annual stock reviews and
bulk stock withdrawals
• Use Aleph to report low use items
• Send to Talis for resource list checking
• Returns a list of items on current and previous academic year’s lists
• Identified RLMS items are removed from spreadsheet, which are
then passed to the stock team for processing
• NTU has paid for Talis consultancy time to produce regular updates
of stock on lists that can be uploaded into Aleph catalogue records
In very near future….
• Presence of an item on a list will be both human-readable and
machine-readable
• All Aleph low use reports will be pre-screened for RLMS hits
25 June 2013
6

7. Patron Driven Acquisitions
• Need to think through workflows for acquisitions and metadata
management
• We used fix routines to identify and update PDA records
• Either need to trigger purchase at the point of Library Review, or
RLMS check for any non purchased PDA items prior to removal
• Usual approach of PDA vendors to bulk load, bulk remove and then
reload purchased records won’t work, as all your PDA eBook links
will break
25 June 2013
7

8. Serials reviews / cancellations /
cessations
• Every year, Academic Liaison Team review serials subscriptions and
suggest new titles for purchase and lists of potential cancellations
• What RLMS checking is appropriate?
• Does existence on a Resource List mean it can’t be cancelled?
• Licence check for access to in perpetuity / archival rights
• We now need a new version of Relic to include an ISSN lookup
• What happens if the resource list link is to the article and not the
parent journal - would we spot this?
• Underlines the importance of rich metadata and robust links to
electronic journal content
25 June 2013
8

9. Aggregator packages (2) – this time it’s
serious!
• In late 2012, Taylor & Francis pulled 394 of their titles from
Academic Search Complete
• ISSN check in Relic would held help but still a long manual job
• Huge issues for libraries regarding timeliness of prior warning and
accurate records from publisher and host
• Metadata for article level records needs to contain ISSN to have any
hope of checking
25 June 2013
9

10. • Reports in new release of Aspire
– The improved 'All Journal Article Items' report will give us a way to
report out more straightforwardly on the impact of aggregator
package changes
– The new ‘Link-books-to-LCN batch-job’ and the 'Books not linked
to catalogue' report would also offer a new way to manage
incremental monograph additions outside of Library Review
• Combining Aleph and Aspire data to inform additional purchase of
high demand items and more accurately predict levels of demand
• Confidence that we are buying the right things - only possible
since we had Aspire
25 June 2013
10
New Hope or Phantom Menace?
New Hope!

11. Any Questions…………..?
• Collection Management before Aspire?
• Aggregator Packages?
• Missing, Damaged and lost items?
• Annual Stock reviews & Bulk stock withdrawals?
• Patron Drive Acquisitions?
• Serials reviews?
• helen.adey@ntu.ac.uk
25 June 2013
11