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TIPS & TRICKS TO HELP
MANAGE E-RESOURCES
Jessica Harris
Head of Electronic Resources & Serials
Santa Clara University
SANTA CLARA UNIVERSITY
SANTA CLARA UNIVERSITY
WHO ARE WE?
Associate University Librarian
Head of Cataloging
Acquisitions Specialist
Cataloging Specialist
Head of Electronic Resources &
Serials
Electronic Resources Assistant
Technical Services Assistant
OUR PRIORITIES
MAPPING THE ERM
MAPPING THE ERM
MAPPING THE ERM
MAPPING THE ERM
MAPPING THE ERM
HOW IS YOUR WORK FLOWING?
HOW IS YOUR WORK FLOWING?
Sarah Barbrow, Megan Hartline, (2015) "Process mapping as
organizational assessment in academic libraries", Performance
Measurement and Metrics, Vol. 16 Iss: 1, pp.34 – 47
Process changing hands
USING LUCIDCHARTH T T P S : / / W W W. LU C I D C H A R T. C O M
https://www.lucidchart.com/pages/usecase/educatio
n
USING LUCIDCHARTH T T P S : / / W W W. LU C I D C H A R T. C O M
FINDING ACCESS ISSUES
FINDING ACCESS ISSUES
FINDING ACCESS ISSUES
FINDING ACCESS ISSUES
CREATE YOUR STRATEGY
YEAR ONE
MARCH
Journals
YEAR TWO
MARCH
SCELC Resources
YEAR TWO
NOVEMBER
Streaming Videos
YEAR THREE
MARCH
Remaining E-Resources
YEAR THREE
NOVEMBER
Standing Orders
CREATE YOUR STRATEGY
YEAR ONE: JOURNAL ASSESSMENT
Harker, Karen; Enoch, Todd & Crawford, Laurel. Keeping it Real: A Comprehensive and Transparent Evaluation of Electronic Resources.
UNT Digital Library. http://digital.library.unt.edu/ark:/67531/metadc407874/. Accessed November 17, 2015.
EXCEL TIPS & TRICKS
MERGING DATA
How can I merge data from multiple reports into one spreadsheet?
VLOOKUP
=VLOOKUP(A2,'Price History'!$A$2:$F$16,4,FALSE)
1 2 3 4
SUMMING TOTALS ( B AS ED O N M U LT IP LE VARIAB LES )
How much $ did we save in cancellations for the Biology department?
SUMIFS
=SUMIFS(TabName!$G$4:$G$100, TabName!$D$4:$D$100,"BIO",TabName!$Q$4:$Q$100,"x*")
COUNTING TOTALS( B AS ED O N M U LT IP LE VARIAB LES )
How many titles were transferred to online-only for the Chemistry department?
COUNTIFS
=COUNTIFS (TabName!$D$4:$D$100,”CHEM",TabName!$P$4:$P$100,"x*")
SUMMARIZING RESULTS
I’m finished with my assessment. How can I quickly compare results across departments, formats, etc.?
PIVOT TABLES
Within Excel, highlight all data, then go to Data PivotTable.
# of journals per department Average 2015 cost per department Type of decision made per department
Jessica Harris
Head of Electronic Resources & Serials
Santa Clara Universi ty
ANY QUESTIONS?
