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Collection Strategy Guide

A guide to share information about performing collection analysis and how to learn more about collection strategies

Collection Data Strategy Guides

For journal usage, shift data from column to relevant row:

Step 1.) Sort titles with a conditional format option to highlight duplicate ISSNs and titles, try to ensure duplicate titles have matching ISSNs

Step 2.)  Remove titles without ISSNs

Step 3.) Sort by ISSN with a secondary sort by platform

Step 4.) Run formula that shows if 1st row issn matches 2nd row issn then it will take the platform or the count

First column header (after column headers for title, publisher, ISSN) - Platform 1; Second column header - total downloads for P1; Third column header - Platform 2; Fourth column header - total downloads for P2 etc

FORMULA for Platform and downloads to shift data from column to appropriate row:

=IF(C2=C3,D3,"") =IF(C2=C3,E3,"") =IF(C2=C4,D4,"") =IF(C2=C4,E4,"") =IF(C2=C5,D5,"")

 

STEP 5.) Insert a first column with a formula that says if the 2nd row issn matches the 1st row issn then delete

FORMULA: 

=IF(C2=C1,"DELETE","KEEP")

Cleaning up data for interlibrary loan most requested journal titles

Step 1.) Ensure list of requested titles includes ISSNs

Step 2.) Sort Excel list by journal title, fill in any missing ISSNs and ensure ISSNs with duplicative titles match, it may be useful for use the conditional formatting for the title and ISSN column

Step 3.) Sort the Excel sheet by ISSN, If there are ISSNs missing dashes (-)  these may be easy to spot or use the filter for does not contain - . Once these cells are found, try the following strategies:

1st strategy for missing 0s- highlight those with a missing dash, use the custom number option, type 0000-0000; for those reformatted cells use the formula =TEXT(cellnum, "0000-0000") 

2nd strategy for 8 digits included- Use the formula =REPLACE(cellnum,5,0,"-") 

3rd strategy for 8 digits included, more complicated- Use the formula =Left(cellnum,4) & "-" & RIGHT(cellum,4)

Step 4.) Copy the list with the cleaned up ISSNs into a new tab within the spreadsheet, remove duplicates based on the ISSN column only, delete the column with any ILL request data, label this tab as the Master List

Step 5.) Within the Master List tab create a new column that represents total ILL requests. To do this use SUMIF formula. So if the ISSN column is in the 'A column' within the first tab and the second tab, and the ILL requests are in the C column of the first tab enter the following formula =SUMIF(A:A of the first tab,A2 of the masterlist tab,C:C of the first tab)

To add a dash to an ISSN:

=REPLACE(cellnum,5,0,"-") OR if it's missing 0s =TEXT(cellnum,"0000-0000")

To remove a dash to an ISSN:

=SUBSTITUTE(cellnum,"-",4)

Crosswalking Data Between Tabs or Spreadsheets

Step 1.) Find a common data field between the two tabs/spreadsheets (ie ISSNs; MMS IDs; title etc)

Step 2.) Copy and paste this common field so this common field is listed in the first column of both tabs/spreadsheets then sort this column 

Step 3.) Now use the Vlookup formula. Go to the spreadsheet where you want to include additional data and create an appropriately labeled column header. Now enter =Vlookup(cellnum of column A of tab where data will be added, highlighted data selection from other tab/spreadsheet where data is located, count the number of columns on the other spreadsheet where data is located ie if the data is in the 4th column enter 4, and the word FALSE)

A formula may look something like this =VLOOKUP(A2,'FY20'!A2:E108,2,FALSE)

Evaluating a Journal Package

Step 1.) Setup a tab with breakdown of use listing columns with journal title; ISSN; Cost; Usage; Cost per Use; % of Total Use (title use/overall use*100)

Step 2.) Add a column with Cumulative Total % of Use with Low Cost per Use

This is sorted by smallest cost/use then first cell is requests/request sum and following cells are Cum total % above +(requests/requests sum)

Step 3.) Add a column with Total Titles of Use with Low Cost per use

This is a series based on cumulative % total

Step 4.) Add a column with Portion of Cost per Use

This is the cost per use/sum of cost per use

Step 5.) Add a column with Cumulative Total % with high use

This is sorted by highest use then divided request by total request and then the previous number added to the use/total use

Step 6.) Add a column with that counts the total number of titles as sorted by high use

Step 7.) Add a column with Portion of Requests

This is the usage divided by the sum of usage

Step 8.) Add a Request per Title column

This is the usage divided by the total number of titles

Step 9.) Create a table with Most Popular Titles- Targeting Titles with Highest Requests

This includes Portion of Use % column (30%, 40%, 50% and onward up to 100%)

Then include # of titles; cost; & min use per titles within each Portion of Use % category

Step 10.) Create a table with the Best Deal Titles- Targeting titles with the lowest cost per use

This includes Portion of Use % column (30%, 40%, 50% and onward up to 100%)

Then include # of titles; cost; & max cost per use within each Portion of Use % category

Step 11.) Create a final table with Cost per use Ranges

This table includes Cost per Use range (ie Under $1 CPU; Under $2 CPU; etc)

Then include cost; # of titles; portion of cost; portion of titles

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