Michael Levine-Clark - Ithaka

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Can Users Find Your Content Anymore? The Impact of Discovery

Service on Journal Use

ITHAKA Sustainable Scholarship

Pre-Conference

New York, October 21, 2013 Michael Levine-Clark, University of Denver

John McDonald, University of Southern California

Jason Price, SCELC

Does implementation of a discovery service impact usage of journal content?

Discovery tools are not

• Federated search tools

• Library catalogs

• Indexing and abstracting services (PsycInfo, Web of Science, etc)

Web-Scale Discovery Tools

• Single source for finding information

– Books

– Articles

– Local content

• Metadata and/or full text

• Content is pre-indexed and/or pre-harvested

• Single fast search

ILS

HathiTrust

MLA Bibliography

Institutional Repository

Publisher Metadata

Discovery Tool

Metadata

• Publisher-provided metadata

• Third-party metadata

– Journal or ebook aggregator

– Indexing service (EBSCO, ProQuest, MLA Bibliography)

• Full text

• MARC

Assumptions

• At any given institution, given a relatively stable user base, the total search effort will remain roughly the same.

– X students will have Y assignments and Z hours per day to search

Discovery tools

– Will take up an increasing amount of a finite time for searching

– Will alter the overall productivity of searches (users will find more or less)

– Will alter the overall efficiency of users (users will find more or less per search)

– Will draw users from other (more or less efficient) search tools

Given those assumptions

• Introducing a discovery tool may:

– Cause users to view more (or fewer) articles per search

– Cause users to view different versions of articles (publisher vs aggregator)

• This study:

– WILL NOT identify which (if any) of these causes is in effect

– WILL provide a rigorous, unbiased test of whether an effect can be detected

Identifying Institutions

• Survey of libraries

– Which discovery tool

– Implementation Date (month/year)

– Search box on library web page

– 149 responses

• 24 libraries

– 6 for each of the 4 major discovery tools

Library Demographics

• 21 US, 1 UK, 1 NZ, 1 Canada

• 10 ARL

• WorldCat book holdings

– Average: 1,114,193

– Median: 1,044,153

– High: 2,665,796

– Low: 298,365

Implementation Dates

• 2010

– 3 libraries (Discovery 2)

• 2011

– 19 libraries

• 2012

– 2 libraries (Discovery 2)

Methodology

• Compare COUNTER JR1 data for 12 months before and 12 months after implementation date. Implementation date counted as month 12 of year 1.

Jun

e 2

01

0

Star

t

Imp

lem

en

tati

on

M

ay 2

01

1

May

20

12

En

d

Year 1 Year 2

Journal Usage

• Title must be available to that library for all 24 months

– Net change in usage from 12 months prior to 12 months after

– All titles added together for each institution

– Titles not counted in analysis unless 12+ uses in both years

Publishers

• 6 publishers

– 56,286 titles (not deduped)

Journal Availability by Institution

• Title counts vary (different institutions have different packages)

– Average: 2,345

– Median: 2,416

– High: 5,531

– Low: 125

Journal Availability by Discovery Tool

• Discovery 1 – Total (combined): 23,717

– Average: 3,952

– Median: 3,862

– High: 5,531

– Low: 2,441

• Discovery 2 – Total (combined): 5,744

– Average: 957

– Median: 449

– High: 2,896

– Low: 161

• Discovery 3 – Total (combined): 10,116

– Average: 1,686

– Median: 1,716

– High: 3,666

– Low: 125

• Discovery 4 – Total (combined): 16,705

– Average: 2,784

– Median: 2,603

– High: 3,702

– Low: 2,194

Net Change

Discovery 4, 20%

Discovery 3, 7%

Discovery 2, 0%

Discovery 1, -4%

-10% -5% 0% 5% 10% 15% 20% 25%

Observations

• Variations by publisher within each discovery tool

• Variations by institution within each discovery tool

• Some publishers are net losers, some net winners

Next Steps

• Charleston Conference (November 2013)

– Additional publishers

– Deeper analysis of existing publisher data

• UKSG (April 2014)

– Control group

– Additional libraries

– Comparison by library type