E-Metrics Project Update American Library Assocation Orlando June 27, 2002 Sherrie Schmidt Dean of University Libraries Arizona State University

Total Electronic Serials Expenditures,

Highlights ARL Supplementary Statistics Expenditures for electronic resources account for 25%, on average, of ARL institutions’ library materials budgets. ARL libraries reported spending more than $228 million on electronic resources. ARL libraries reported a total of $21,470,716 in additional funds spent on their behalf through a centrally funded consortium for purchasing electronic products and services. ARL libraries reported spending more than $13.1 million on document delivery/ interlibrary loan services. Expenditures for electronic serials have increased by 171% since the survey, and by more than 1800% since they were first reported, in (see line chart). In every year since , average expenditures on electronic resources have increased at least twice as fast, and in some cases up to six times faster, than average library materials expenditures (see bar graph).

Yearly Increases in Average Electronic Resources and Total Library Materials Expenditures

Growth of E-Metrics Project Participation

ARL E-Metrics Supplementary Statistics Survey Dec: Reviewed survey data elements (14) and definitions Jan-Feb: Revised definitions, added 4 elements based on feedback from Survey Coordinators Mar-Apr: Conducted phone calls, exchanges with participants to validate elements and definitions May: Presented unresolved questions to the ARL Statistics & Measurement Committee June: Added 1 data element (total=19), revised definitions per Committee feedback July-Aug: ARL Supplementary Statistics will be available online

ARL Supplementary Survey Data Elements –Number of / Expenditures for Networked Electronic Resources –Electronic journals purchased –Electronic “full-text” journals purchased –Electronic journals not purchased –Electronic reference sources –Electronic books –Use of Networked Electronic Resources and Services –Number of virtual reference transactions –Does your library offer federated searching across networked electronic resources? –Number of logins (sessions) to networked electronic resources –Number of queries (searches) in networked electronic resources –Number of items requested in networked electronic resources –Number of virtual visits –Library Digitization Activities –Number and Size of Library Digital Collections –Use of Library Digital Collections –Direct cost of digital collections construction and management –Volumes Held Collectively

Number of / Expenditure for Networked Electronic Resources Number of / expenditures for electronic journals purchased. –Free-with-print - Count number but not cost? –Embargoed journals - Count cost but not number? Number of electronic “full-text” journals purchased. –Previously, full-text distinction was ability to browse; now, not reliable –Solution: ARL will provide a list of non-browse-able titles that meet this criteria to ensure consistent data collection

Use of Networked Electronic Resources & Services Tracking logins, searches & queries –Dependent on publishers, vendors for data –E-Metrics prepares institutions to collect and manage data that is provided – : ask participants to distinguish between data provided for journals and/or databases in footnotes Virtual reference transactions –Process for tracking transactions varies - dedicated software vs. counting

Library Digitization Activities Definition of digital materials expanded to include items converted from other formats or “born-digital” items Challenges to defining digital “collection”? –Items grouped dynamically, temporarily –Items added to library independently of collection development plan - Institutional repository –Items more granular than journals or books - learning objects, data sets Difficult to identify digitization costs because personnel, equipment fills multiple roles in library

Volumes Held Collectively Data element suggested by ARL Statistics & Measurement Committee Defining criterion: The library has devoted financial resources for the purchase of these items and is taking responsibility for their availability through participation in a cooperative that supports shared ownership. Included in Supplementary Statistics

E-Metrics Project Timeline March 1: Draft version of Supplementary Survey circulated to participants, along with sample reporting spreadsheet. April 30: Deadline to confirm participation and identify which questions will/will not be reported June 30: First deadline to report interim data (FY 2003 ends) July 1: FY 2004 begins July 31: Review of interim data and follow up calls completed August 31: Second deadline to report interim data November 30: data due for Supplementary Survey December 17: Supplementary Survey closes