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Researching Researchers:
What User Studies Tell Us
…researchers and students
Average Time Spent and Number of
      Articles Read Per Year Per Scientist

140
120
100
                                                Number
80
                                                Read
60
                                                Hours
40                                              Spent

20
 0
      1977 1981 1984 1987 1991 1996 2000 2003
The most up-to-date source for our
           research.

   http://web.utk.edu/~tenopir/
Recent Studies:
2000-2001 UTK medical, engineering,
          science and ORNL scientists
2001-2002 Astronomers
2002-2003 Pittsburgh and Drexel faculty and
          students

2004       Pediatricians and Australian
           universities
Use and Users of Electronic Library
Resources: An Overview and Analysis of
Recent Research Studies. Tenopir,
Carol
www.clir.org/pub/reports/pub120/pub120
.pdf
Tier 1 studies
STUDY                  PARTICIPANTS
SuperJournal           Students & faculty

DLF/Outsell            Students & faculty

HighWire/eJUSt         Scholars & clinicians

Pew/OCLC/ULC           High school & College students

OhioLINK               OhioLINK users

Tenopir & King         Scientists and social scientists

LibQual+               Students & faculty

JSTOR                  JSTOR users
Tier 2 Studies
•   Over 200 good studies in last decade
•   One time studies or small scale
•   Variety of methods
•   Together build our knowledge of user
    behavior
1. Researchers use many ways to get
   information

2. E-journals influence some behaviors

3. Differences due to workfield, workplace,
   and others
Communication Means
              Oral         Discussions
           Communication
Reviews




    Secondary                       Written
                     Articles       Reports
    Publications
Specimens     Lab/Field
Conversations                   notebook

                                Sounds

 Data            Scientists
 Sets                               Photos
                 Working

                                  Direct
 Meetings                      Observations
                Publications
Lab/Field
Conversations     Specimens
                                 notebook
                                 Sounds
                Scientists
 Data
 Sets           Working              Photos

           Publications
           • Proceedings
                                   Direct
           • Preprints          Observations
Meetings
           • Journal Articles
           • Books
Specimens     Lab/Field
Conversations                   notebook

                                Sounds

 Data            Scientists
 Sets            Working            Photos


                                  Direct
 Meetings                      Observations
                Publications
Average Annual Amount Reading
250
                                                        Engineers
200

                                                        Scientists
150

100                                                     Medical
                                                        Professionals
50

 0
      Scholary    Trade     Books   Reports   Patents
      Journals   Journals
Average Annual Amount of time
               (Hours) spent reading
(Hrs)
  300

  250                                                      Engineers
  200
                                                           Scientists
  150

  100
                                                           Medical
                                                           Professionals
   50

    0
        Scholarly    Trade     Books   Reports   Patents
        Journals    Journals
Average Annual Amount (Hours) of
               time spent for e-mails
(Hrs.)
         250

         200
                              239

         150
                                              110
                   86
         100

         50

          0
               Engineers   Scientists     Medical
                                        Professionals
Amount of Reading by
     Scientists
      Number of Annual Readings

250

200
                           41              100
150
        187
100                        160
 50
                                           117

  0
      UT 1993        UT 2000             DU 2002
      Negligible      Partial            Nearly All
                   Print    Electronic
“Electronic” articles include:
Sources of Reading
100%
 90%
 80%
 70%                      Paper
 60%
 50%                      Other e-
 40%                      E-prints
 30%
 20%                      E-journals
 10%
  0%
       AAS   ORNL   UTK
2. E-journals and e-alternatives influence
  reading patterns in some ways
Active Journal Characteristics
     Ulrichsweb, October 2003

                            Total number of
                            active
                            periodicals
                             ~180,000

                            Number of
                            active online
                            periodicals
                             ~35,000

                            Number of
                            active online
                            refereed or
                            scholarly
                            periodicals
                            ~15,000
Journal Migration

12,000
10,000
  8,000
  6,000
  4,000
  2,000
        0
                98         99         00         01         02         03

                                  Print        Electronic
Source: Montgomery and King, “Comparing Library and User Related Costs of Print and
Electronic Journal Collections” in D-Lib October 2002. Available at
http://wwww.dlib.org/dlib/october02/montgomery/10montgomery.html
Use of the Collections
        (000)
         300

         250

         200

         150
         100

          50

           0
                 1998      1999       2000         2001     2002
                     Online*     Print - Current     Print - Bound


*No. of vendor-reported full-text views. C. Montgomery
Print & Electronic Serial Titles
  in Australian and New Zealand Academic
                   Libraries
        Print and Electronic                                                       Electronic Titles
        Titles                                                                     43,301
                                                                                            78,385
                                                                                   4%
                                                                                            6%

253,627                                    1,245,424
17%                                        83%




                                                                       1,123,738
         Print                                                                                   Individual Electronic Serial Titles
                                                                       90%
         Electronic                                                                              Titles Within a Single Publisher
                                                                                                 Collection
                                                                                                 Titles Within aggregations


      Source: CAUL Statistics http://www.caul.edu.au/stats/caul2002-pub.xls
Directory of Open Access Journals
               Directories                      Number of Journals

     Social Science/Bus/Law                                  218

         Health/Life Science                                 164

            Math/Eng/Tech                                    110

               Humanities                                    134

                  Science                                    128

  Total of 822 Journals at DOAJ, 2003, Lund University Libraries
  Source:http://www.doaj.org DOAJ-Directory of Open Access Journals
Studies Show Scientists Prefer
              Electronic:
•   Convenience
•   Ability to search across/within articles
•   Timeliness/currency
•   Links
•   Downloading/printing/saving/sending
•   Easy access to a wide variety of sources
Source of Articles Read
       By Electronic Journals Experience
 13%               Personal                15.2%
                   Library        35.8%
        46%
41%                Separates              49%
                   15%

  Early                  37%        Advanced
                   48%


                   Evolving
Source of Articles Read at
               Drexel
         Faculty                  Doctoral Students

        12%                            11% 14%


       42%         46%
                                            76%


Personal Subscriptions   Library-Provided         Separate Copies
Library-Provided Articles at
          Drexel
 Faculty                Doctoral Students


16% 14%                    12% 16%



    70%                       77%



Print      Electronic     Document Delivery
Sources of Readings
     % and amount of
     readings from           use of personal
      separate copies        subscriptions

Scientists appear to be reading from
more journals—at least one article per
year from approximately 23 journals, up
from 13 in the late 1970s and 18 in the
mid-1990s.
How Scientists Learned About
                Articles
               Early      Evolving   Advanced
             1990-1995   2000-2001     2001-

Browsing        58%        46%         21%

Online Search   9%         14%         39%

Colleagues      16%        22%         21%

Citations       6%         13%         16%
Means of Learning About Articles Read

                   Browse
  29%                                    21%
        49%        Search         37%
  22%              Other                39%


 Universities                     Astronomers
                 20.8%
                16.9% 62.3%


                Medical Faculty
Means of Discovery at Drexel
  Faculty                        Graduate Students
      9%                                12%
15%
                                                   33%
                                   20%
           56%
 20%
                                            35%


       Browsing                   Online Searching

       Another Person              Citation in Publication


                        C. Montgomery
Age of Reading from Digital Media
           Early                    Evolving                         Advanced


           5%                    3.5%
      7%                                                             5%
                             6.9%                               8%


                         20.8%
23%
                                                          23%

                   65%                                                          64%
                                                  68.8%



                                     1 years
                                     2-5 years
                                     6-15 years
                                     >15 years
Perceived value of Resource
              Productive Astronomers
100
 90
 80
 70
 60
 50
 40
 30
 20
 10
  0
      Definitive   Definitive e-   Keep Up    Keep Up e-
      journals       prints        journals     prints
3. Differences in reading patterns due to
  workfield, workplace, etc.
Scholarly Article Reading
 Work Field       Articles Read   Time Spent    Time Per
                   (Per Year)      (Hours)     Article (Min)
 Univ. Med.           ~322           118            22
  Chemists           ~276            198            43
Life Scientists      ~239            104            26
  Physicists         ~204            153            45
Soc Sci/Psych        ~191            121            38
  Engineers           ~72             97            81
Print or Electronic by Broad Field: University
                   of Pittsburgh
Electronic                           Electronic
                                                  Print
   26.8%                                 45.0%
              Print                               55.0%
             73.2%

  Non-Scientists                           Scientists
                  Electronic
                                 Print
                      41.1%    58.9%


                               All
Print or Electronic
                   Electronic
                                  20 %
37 %               Print
         63 %
                                     80 %

                           25 %
Universities                      Astronomers
                     75 %


                Medical Faculty
Means of Learning About Articles Read

                   Browse
  29%                                    21%
        49%        Search         37%
  22%              Other                39%


 Universities                     Astronomers
                 20.8%
                16.9% 62.3%


                Medical Faculty
A few words about research methods…
What Conclusions Can You Draw?
§ Usage logs                 § What groups do
§ Interviews/surveys/        § Opinion, what individuals and
  journals                     groups say they do in general
                              and why
§ Critical (last) incident   § What individuals say they do
                               specifically and why
§ Observational/             § What individuals do in a
  Experimental                 controlled or natural setting
                               and why
§ Citation Analysis          § What authors cite
Learning About Users and Usage

             Opinions, preferences
             (individual)




Usage logs                       Critical incident
Citations                        (readings),
                                 Experimental
“Convenience drives usage of e-
journals…and it is a relative term
among scholars.”
Stanford e-Just
“What is convenient for one scholar is not
necessarily convenient for others. With their own
idiosyncratic approaches to both print journals
and online information, and with their own
configuration of professional strengths, histories,
and needs, scholars patch together systems that
work for them in their context.”
Stanford e-Just

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134 tenopir

  • 2.
  • 4. Average Time Spent and Number of Articles Read Per Year Per Scientist 140 120 100 Number 80 Read 60 Hours 40 Spent 20 0 1977 1981 1984 1987 1991 1996 2000 2003
  • 5. The most up-to-date source for our research. http://web.utk.edu/~tenopir/
  • 6. Recent Studies: 2000-2001 UTK medical, engineering, science and ORNL scientists 2001-2002 Astronomers 2002-2003 Pittsburgh and Drexel faculty and students 2004 Pediatricians and Australian universities
  • 7. Use and Users of Electronic Library Resources: An Overview and Analysis of Recent Research Studies. Tenopir, Carol www.clir.org/pub/reports/pub120/pub120 .pdf
  • 8. Tier 1 studies STUDY PARTICIPANTS SuperJournal Students & faculty DLF/Outsell Students & faculty HighWire/eJUSt Scholars & clinicians Pew/OCLC/ULC High school & College students OhioLINK OhioLINK users Tenopir & King Scientists and social scientists LibQual+ Students & faculty JSTOR JSTOR users
  • 9. Tier 2 Studies • Over 200 good studies in last decade • One time studies or small scale • Variety of methods • Together build our knowledge of user behavior
  • 10. 1. Researchers use many ways to get information 2. E-journals influence some behaviors 3. Differences due to workfield, workplace, and others
  • 11. Communication Means Oral Discussions Communication Reviews Secondary Written Articles Reports Publications
  • 12. Specimens Lab/Field Conversations notebook Sounds Data Scientists Sets Photos Working Direct Meetings Observations Publications
  • 13. Lab/Field Conversations Specimens notebook Sounds Scientists Data Sets Working Photos Publications • Proceedings Direct • Preprints Observations Meetings • Journal Articles • Books
  • 14. Specimens Lab/Field Conversations notebook Sounds Data Scientists Sets Working Photos Direct Meetings Observations Publications
  • 15. Average Annual Amount Reading 250 Engineers 200 Scientists 150 100 Medical Professionals 50 0 Scholary Trade Books Reports Patents Journals Journals
  • 16. Average Annual Amount of time (Hours) spent reading (Hrs) 300 250 Engineers 200 Scientists 150 100 Medical Professionals 50 0 Scholarly Trade Books Reports Patents Journals Journals
  • 17. Average Annual Amount (Hours) of time spent for e-mails (Hrs.) 250 200 239 150 110 86 100 50 0 Engineers Scientists Medical Professionals
  • 18. Amount of Reading by Scientists Number of Annual Readings 250 200 41 100 150 187 100 160 50 117 0 UT 1993 UT 2000 DU 2002 Negligible Partial Nearly All Print Electronic
  • 20. Sources of Reading 100% 90% 80% 70% Paper 60% 50% Other e- 40% E-prints 30% 20% E-journals 10% 0% AAS ORNL UTK
  • 21. 2. E-journals and e-alternatives influence reading patterns in some ways
  • 22. Active Journal Characteristics Ulrichsweb, October 2003 Total number of active periodicals ~180,000 Number of active online periodicals ~35,000 Number of active online refereed or scholarly periodicals ~15,000
  • 23. Journal Migration 12,000 10,000 8,000 6,000 4,000 2,000 0 98 99 00 01 02 03 Print Electronic Source: Montgomery and King, “Comparing Library and User Related Costs of Print and Electronic Journal Collections” in D-Lib October 2002. Available at http://wwww.dlib.org/dlib/october02/montgomery/10montgomery.html
  • 24. Use of the Collections (000) 300 250 200 150 100 50 0 1998 1999 2000 2001 2002 Online* Print - Current Print - Bound *No. of vendor-reported full-text views. C. Montgomery
  • 25. Print & Electronic Serial Titles in Australian and New Zealand Academic Libraries Print and Electronic Electronic Titles Titles 43,301 78,385 4% 6% 253,627 1,245,424 17% 83% 1,123,738 Print Individual Electronic Serial Titles 90% Electronic Titles Within a Single Publisher Collection Titles Within aggregations Source: CAUL Statistics http://www.caul.edu.au/stats/caul2002-pub.xls
  • 26. Directory of Open Access Journals Directories Number of Journals Social Science/Bus/Law 218 Health/Life Science 164 Math/Eng/Tech 110 Humanities 134 Science 128 Total of 822 Journals at DOAJ, 2003, Lund University Libraries Source:http://www.doaj.org DOAJ-Directory of Open Access Journals
  • 27. Studies Show Scientists Prefer Electronic: • Convenience • Ability to search across/within articles • Timeliness/currency • Links • Downloading/printing/saving/sending • Easy access to a wide variety of sources
  • 28. Source of Articles Read By Electronic Journals Experience 13% Personal 15.2% Library 35.8% 46% 41% Separates 49% 15% Early 37% Advanced 48% Evolving
  • 29. Source of Articles Read at Drexel Faculty Doctoral Students 12% 11% 14% 42% 46% 76% Personal Subscriptions Library-Provided Separate Copies
  • 30. Library-Provided Articles at Drexel Faculty Doctoral Students 16% 14% 12% 16% 70% 77% Print Electronic Document Delivery
  • 31. Sources of Readings % and amount of readings from use of personal separate copies subscriptions Scientists appear to be reading from more journals—at least one article per year from approximately 23 journals, up from 13 in the late 1970s and 18 in the mid-1990s.
  • 32. How Scientists Learned About Articles Early Evolving Advanced 1990-1995 2000-2001 2001- Browsing 58% 46% 21% Online Search 9% 14% 39% Colleagues 16% 22% 21% Citations 6% 13% 16%
  • 33. Means of Learning About Articles Read Browse 29% 21% 49% Search 37% 22% Other 39% Universities Astronomers 20.8% 16.9% 62.3% Medical Faculty
  • 34. Means of Discovery at Drexel Faculty Graduate Students 9% 12% 15% 33% 20% 56% 20% 35% Browsing Online Searching Another Person Citation in Publication C. Montgomery
  • 35. Age of Reading from Digital Media Early Evolving Advanced 5% 3.5% 7% 5% 6.9% 8% 20.8% 23% 23% 65% 64% 68.8% 1 years 2-5 years 6-15 years >15 years
  • 36. Perceived value of Resource Productive Astronomers 100 90 80 70 60 50 40 30 20 10 0 Definitive Definitive e- Keep Up Keep Up e- journals prints journals prints
  • 37. 3. Differences in reading patterns due to workfield, workplace, etc.
  • 38. Scholarly Article Reading Work Field Articles Read Time Spent Time Per (Per Year) (Hours) Article (Min) Univ. Med. ~322 118 22 Chemists ~276 198 43 Life Scientists ~239 104 26 Physicists ~204 153 45 Soc Sci/Psych ~191 121 38 Engineers ~72 97 81
  • 39. Print or Electronic by Broad Field: University of Pittsburgh Electronic Electronic Print 26.8% 45.0% Print 55.0% 73.2% Non-Scientists Scientists Electronic Print 41.1% 58.9% All
  • 40. Print or Electronic Electronic 20 % 37 % Print 63 % 80 % 25 % Universities Astronomers 75 % Medical Faculty
  • 41. Means of Learning About Articles Read Browse 29% 21% 49% Search 37% 22% Other 39% Universities Astronomers 20.8% 16.9% 62.3% Medical Faculty
  • 42. A few words about research methods…
  • 43. What Conclusions Can You Draw? § Usage logs § What groups do § Interviews/surveys/ § Opinion, what individuals and journals groups say they do in general and why § Critical (last) incident § What individuals say they do specifically and why § Observational/ § What individuals do in a Experimental controlled or natural setting and why § Citation Analysis § What authors cite
  • 44. Learning About Users and Usage Opinions, preferences (individual) Usage logs Critical incident Citations (readings), Experimental
  • 45. “Convenience drives usage of e- journals…and it is a relative term among scholars.” Stanford e-Just
  • 46. “What is convenient for one scholar is not necessarily convenient for others. With their own idiosyncratic approaches to both print journals and online information, and with their own configuration of professional strengths, histories, and needs, scholars patch together systems that work for them in their context.” Stanford e-Just