Library Resources via Angel (Fredonia)
Library Resources via Angel (Onondaga)
OLIS Library Resources Starting Point
Welcome Chancellor Zimpher
Brockport and Aquabrowser
SUNY Business Intelligence
Focus on SUNY Libraries
The SUNY Business Intelligence Initiative (SBII) is a
SUNY-wide effort to provide data analysis and reporting
tools for a wide range of university information. SBII is
using the Oracle Business Intelligence Suite Enterprise
Edition (OBIEE) software tools.
The Library aspect of the SBII project is to provide for
a SUNY-wide collection analysis reporting tool in support
of program review and resource sharing. The Proof of
Concept (POC) phase includes bibliographic and circulation
data from a subset of SUNY campuses.
Goals of the POC:
- Analyze and compare aggregate holdings
- by SUNY sectors, by regions, and campus defined peer groups
- Compare data between/among selected campuses and sectors/regions
- Access collection usage using circulation information
- Analyze circulation activity by patron status
- Analyze collections, circulation activity and patron status
usage by subject, publication date, language, format, other
qualifiers (secondary formats, material description, target
audience, form of item, government publication)
- Determine collection age and rate of growth
- View overlaps and gaps of the SUNY library collection
- Identify unique campus holdings
Over the spring and summer of 2009, the OLIS staff worked
closely with staff from the System Administration Office of
Information and Technology to analyze data and build the
system schemas that would become the basis for the library
dataset. Training was provided to the OLIS on developing
the web-based “Dashboards” which provide library users the
ability to access and manipulate the library collections
and circulation data. During July and August 2009, a
consultant worked with the OLIS staff to develop the Library
Dashboards. Four Dashboards were created. Each Dashboard
is made up of several “Pages.” The Pages provide the
ability to focus on specific aspects of the library data analysis.
Collection Analysis Dashboard
• Seven Dashboard Pages were created to help analyze and
compare bibliographic holdings SUNY-wide, by sectors and
regions, and within selected campuses. The analysis
includes identification of unique holdings and overlap of
holdings among campuses; review of collections' ages and
rate of growth based on publication dates; and the ability
to filter by a variety of attributes including subject areas,
language, and format.
Circulation Analysis Dashboard
• Seven Dashboard Pages were created to help analyze
and compare circulation activity by most of the attributes
identified in the Collection Analysis Dashboard. In addition,
circulation activity can be analyzed by year of circulation,
patron type and by lending policy.
Education Overview Dashboard
• The Proof of Concept aspect of this Dashboard was
to experiment with the creation of reports that would
compare program data from SUNY Institutional Research with
library data. Two Pages were created with side by side
reports with program information pulled from the Institutional
Research database and subject/circulation data pulled from
the Library database.
Executive/Financial Overview Dashboard
• The Proof of Concept aspect of this Dashboard was to
build queries from data sources (such as spreadsheets)
outside of the physical database in the Oracle Business
Intelligence library subject database. Two Pages were
created to experiment with the development of reports
based on data from the 2002-2008 biennial National Center
for Education Statistics (NCES) Academic Library surveys.
The pages include a review of expenditures for one time
and continuing resources and for interlibrary loan
transactions. All data in these surveys are self reported
by the campuses.
- There was no history of standard SUNY-wide library
collection development reports. The structure of the POC
was based on a combination of earlier SUNY collection
analysis investigations, local campus activities, and
functionality review of available commercial services.
- Data from six libraries were used (2 Comprehensive
Colleges, 2 Community Colleges, and 2 Colleges of
Technology--Geneseo and Potsdam, Orange and Suffolk, Alfred
and Cobleskill). Data from additional campuses would need
to be added before any reliable conclusions can be made on
SUNY-wide collections trends.
- Data anomalies were known prior to the start of the
POC. The main ones included the following. These are data
issues that would need to be addressed locally at each campus.
- Not all bibliographic data contained call number
information that could be mapped to divisions and categories
for subject analysis of holdings (8.9% of POC data)
- Not all bibliographic data contained an OCLC#, a
unique number that would be used to determine whether one
or multiple campuses owned the same bibliographic title
(9.2% of POC data)
- Not all bibliographic records contained valid dates
of publication (1% of POC data)
- Overall, the correctness of values representing
attributes such as language, format, type of reproduction,
are dependent on local campus input.
- Unanticipated data anomalies were also found. They
have been documented and will need to be considered as the
project moves forward.
- The 035 field that contains the OCLC# was found to
include values other than the OCLC#. Data cleanup was done
by OLIS staff on the six POC campus databases to ensure
that values in the 035 field were true OCLC values.
- Circulation events data was in the data extracts even
though corresponding bibliographic and item data was not
extracted because those records had been marked for deletion.
This will be addressed in future data extracts.
- Circulation events and bibliographic records were
found that did not have item level details (contains circulation
policy information). These findings need additional
investigation as how to address.
- The Executive/Financial Facts were created from
2002-2008 biennial National Center for Education Statistics
(NCES) Academic Library surveys. The data is self-reported.
Use of this data would require many caveats.
- Within the data identified for this POC, there was
no data available to accurately identify in which year a
given bib record was added to a campus’s collection.
Therefore, the publication year was chosen as a method to
estimate the year in which a bib record entered the collection.
Considerations for moving forward include:
Demonstrations of and access to the Library Dashboards have
been provided to staff at the six POC campuses. They have
been asked to review and comment on the four Dashboards.
Demonstrations are also scheduled for the SUNY Council of
Library Directors October Fall Meeting and at the 2009
LiSUG Conference. The review period will be held through
December 2009. Based on the POC evaluation, a determination
will be made regarding the direction of the project.
- feedback from campus review
- determine possible changes to the data model,
available metrics, and updates to the Dashboards
- determine costs for staff resources and hardware
- review data anomalies to determine what changes
might be needed in extract parameters
- determining types of data from Institutional Research
to compare with library data and how to best integrate the
data from these different sources
- determine the best source of data and types of metrics to be used with the Executive/Financial Dashboard
In order for this project to be sustainable, a strong support
model needs to be developed to ensure that required updates
to the Library database and Dashboards can be maintained,
to provide necessary training and support to the campuses,
and to ensure that campus access to the Dashboards can be
provided. If the POC is considered successful and the
decision is made to go forward additional considerations
could include the development of an E-Resources Usage
Dashboard to analyze database usage trends and the
development of an Interlibrary Loan Dashboard (as an aid
to collection development and resource sharing) to
evaluate the types of materials not available within
the SUNY system.
The Oracle Business Intelligence software proved to
be a powerful and flexible application. The role of
the consultant was critical in the rapid development of
Dashboards and in providing a strong foundation for using
best-practices. Further, a solid working relationship
that developed among staff from System Administration’s
Office of Library and Information Services and Office
of Information and Technology significantly contributed
to the success of the initial phase of the Library POC
and will be a great asset as the Library project moves