Tips & Tricks to Help Manage Electronic Resources
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This document provides tips and tricks for managing electronic resources. It discusses mapping workflows, using process mapping software like Lucidchart, finding access issues, and creating an assessment strategy with a yearly plan. Excel tips are also presented, such as merging data, using functions like VLOOKUP, SUMIFS, COUNTIFS, and creating pivot tables to summarize assessment results across departments, formats, and other variables. The document aims to help electronic resources librarians better manage the assessment and maintenance of their e-resources.
Tips & Tricks to Help Manage Electronic Resources
- 1. TIPS & TRICKS TO HELP MANAGE E-RESOURCES Jessica Harris Head of Electronic Resources & Serials Santa Clara University
- 4. WHO ARE WE? Associate University Librarian Head of Cataloging Acquisitions Specialist Cataloging Specialist Head of Electronic Resources & Serials Electronic Resources Assistant Technical Services Assistant
- 10. MAPPING THE ERM
- 11. HOW IS YOUR WORK FLOWING?
- 12. 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
- 20. 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
- 21. 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.
- 22. EXCEL TIPS & TRICKS
- 23. MERGING DATA How can I merge data from multiple reports into one spreadsheet?
- 25. SUMMING TOTALS (BASED ON MULTIPLE VARIABLES) How much $ did we save in cancellations for the Biology department?
- 27. COUNTING TOTALS (BASED ON MULTIPLE VARIABLES) How many titles were transferred to online-only for the Chemistry department?
- 29. SUMMARIZING RESULTS Im finished with my assessment. How can I quickly compare results across departments, formats, etc.?
- 30. 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
- 31. Jessica Harris Head of Electronic Resources & Serials Santa Clara University jaharris@scu.edu ANY QUESTIONS?