Describes methodology used to gather data for both the individual electronic journals and the packages that are not protected (aka, Collections or System managed packages).
Initial Processing
The electronic journal order data originated from the Master List and was grouped together by Publisher. Counter JR1 reports covering 2012-2014 were pulled for the Provider associated with the Publisher from the Master List (basically the platform our subscribed access comes from).
The Counter lists were then matched against each Master Publisher List (MPL) twice, using both the print and electronic ISSN's and creating a third "matching ISSN". Titles that weren't matched were highlighted on the Counter list. These were reviewed and titles with previous cost information were double checked and documented (part of package, title moved, etc.) on the Counter report itself.
Each MPL was then matched against the Counter report and the counter data was pulled over for titles that matched. All unmatched titles from each MPL were manually checked against the Counter report using the title and/or ISSN.
Secondary Data Gathering
In addition to the above process, each MPL was reviewed and titles with missing usage data, gaps in usage, or large discrepancies were further researched, using Intota and Sierra, and manually looked up in Intota Assessment to catch additional usage. For example, we have many titles that transferred out of Metapress in 2015, these had missing usage on their MPL so they were each looked up to get that Metapress usage and to document that title transfer. Other situations documented are title changes and online start dates that fall within the 2012-2016 range.
Titles with no Counter data were separated out at this point and manually checked against the Master List Publisher to Intota Provider crosswalk.
Titles with no Counter or Vendor statistics were then manually checked using the clickthrough statistics covering 2013-2015 from our link resolver (360 Link).
You can see a full breakdown of the types of statistics on the Statistic Types page.
Additional Package Data Gathering
Additional data was gathered for any bundle of titles that were paid together.
The number of titles in the bundle was verified and documented for smaller packages and for larger packages the number of titles was cross checked against current titles in the corresponding Intota database to get the best number.
Usage was gathered for all titles in the bundle and the sum of all usage for the bundle was used in the MPL.
Usage and cost averages were divided by the number of titles in the bundle for each of these packages.
For packages with 5 or more titles the pareto was calculated (80/20 rule where 80% of use should come from at least 20% of the titles) and that percentage was also added to the MPL.
Averages, CPU and Percentage of Increase
For each MPL the average Cost and Use for each title was calculated using a 3 year period, you can see a breakdown of what dates of cost and use were used for the various statistic types.
| Stat Type | Cost Dates | Usage Dates | Avg Dates |
|---|---|---|---|
| COUNTER | 2012-2014 | 2012-2014 | 2012-2014 |
| Vendor | 2012-2014 | 2012-2014 | 2012-2014 |
| Click | 2013-2015 | 2013-2015 | 2013-2015 |
Those averages were then used to calculate the Average CPU for each title.
In addition, the percentage of change between the most recent two years of cost data (2016 and 2015; 2015 and 2014) were calculated.
Updated Master List
Once each MPL was completed the titles and new data were incorporated back into the Master List 2016 in the appropriate tab (EJournals, Sage or System).
Ejournals tab contains all the electronic journal subscriptions that are Austin only, including the Collections level resources.
Sage tab contains our Sage subscriptions which are restricted from cancellation per our deal to get the entire Premier 2013 package. We will provide data for review for this package though in light of the proposed System deal for it and use it as test case for moving toward a more continuous process.
System tab contains all our electronic journal subscriptions that fall into one of our System managed deals. These include Elsevier, Springer and Wiley as well as packages like Oxford and Cambridge. These will be further broken out for review for our Wiley and Springer allowance cancellations which will happen in late summer.
