Data for Academic Liaisons

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Leslie Christianson

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Sep 19, 2025, 10:43:38 AMSep 19
to ARL ASSESS
Good morning,

We would like to provide more data to our Academic Liaisons for their collection development work. I was curious what type of data or reports you provide to the selectors, and do you do it on a quarterly or annual basis? We are trying to develop reports or scorecards that would support their work. Thank you. 

Harker, Karen

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Sep 19, 2025, 4:44:32 PMSep 19
to Leslie Christianson, ARL ASSESS

We’ve created a couple of reports in Power BI that are continuously updated:

  • ILL Requests (shows title and other info about books and journals requested, organized by department, as well as by general subject)
  • Turnaways (shows # of turnaways by resource name, as provided in the TR reports by platform)

 

We also provide usage data of ejournals, and we’re currently building a report showing usage of databases.  Eventually, we include a report of usage of ebooks. 

 

Finally, we’re currently working on a report that will allow staff to measure usage of specific resources that are promoted before, during, and after the promotion campaign.  This would include book displays, information sessions, and other kinds of campaigns.  The harder part is creating an easy way for the staff to upload the specific items to examine, but we’re working on a solution.

 

Oh, one more thing – we have subscribed to Choreo and we have promoted its use among liaisons, a few of whom have started using it to find books that other libraries have and which could be useful for ours, as well. 

 

Only a few of our liaison librarians have utilized these sources, so we’re working on “spreadin’ the news” and making them more accessible.

 

Karen R. Harker

Collection Assessment Librarian

University of North Texas Libraries

Denton, Texas 75287

Karen....@unt.edu

 

From: Leslie Christianson <lesl...@gmail.com>
Sent: Friday, September 19, 2025 9:44 AM
To: ARL ASSESS <arl-a...@arl.org>
Subject: [EXT] [ARL-ASSESS] Data for Academic Liaisons

 

You don't often get email from lesl...@gmail.com. Learn why this is important

Good morning,

 

We would like to provide more data to our Academic Liaisons for their collection development work. I was curious what type of data or reports you provide to the selectors, and do you do it on a quarterly or annual basis? We are trying to develop reports or scorecards that would support their work. Thank you. 

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Joyce Chapman

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Sep 22, 2025, 10:05:57 AMSep 22
to Leslie Christianson, ARL ASSESS

Hi Leslie! We developed Tableau dashboards for our liaison librarians to help with their collecting work that pulls in our ILL data. I think we started this in 2018, and for most of that time have updated it twice a year. The dashboards have changed over time but generally allow them to filter by time period, call number ranges, borrowing versus lending, search titles by keyword, search by ISSN/ISBN, and includes articles scanned from journals as well as physical ILL materials. They can look at cancellations as well. Our Collections Analysis Librarian (who maintains the ILL Tableau dashboards) will also run reports from other sources for any liaison librarian who wants additional data for decision-making.

 

From: Leslie Christianson <lesl...@gmail.com>
Sent: Friday, September 19, 2025 10:44 AM
To: ARL ASSESS <arl-a...@arl.org>

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Leslie Christianson

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Sep 22, 2025, 10:46:13 AMSep 22
to Joyce Chapman, ARL ASSESS
Thank you, Joyce. 

Jones, Julene L.

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Sep 22, 2025, 2:28:53 PMSep 22
to Leslie Christianson, ARL ASSESS

Hi,

I was the “report running” person for my institution before taking on this assessment role, so I put a lot of the most common reports that I would run into a dashboard (we’re on Alma) for our liaisons.

 

This dashboard includes:

 

Inventory

Inventory by location code, including circulation history

Print journals received in the last 90 days

Duplicate print monographs by library and location

 

Circulation

Circulations by purchasing fund

Circulations by call number range (and location)

Circulations in the last year (circulations, renewals, browses)

Circulation history by scanning in a barcode

% of collection circulated in each library

Loans in last year by circulation desk

Loans in last year by patron group

Top 25 most circulated titles

Top 25 most browsed titles

Materials owned at least 5 years by library and location that have not yet circulated

Most frequent materials (by title) delivered via Book Express (a service we provide for campus deliveries) in the past 2 years

 

Storage

Most frequently loaned items from any “storage” location (we have several: some on-campus, some off)

Titles requested in last month from our off campus (shared) storage

 

Acquisitions

Fastest and slowest vendors in past year (by date POL sent to date of item arrival)

Items ordered by subject area in last 90 days

 

Age of collections

Monographs in a library and location

Print serials in a library

 

And then I combined a few of these things onto a tab I called “weeding tool” to generate a list of non-circulated or not-circulated since a supplied date in a library and location or between supplied call numbers, or not-circulated above a supplied number.

 

 

If anyone is on Alma and would like me to put any of these analysis in the shared institution folder for my institution, just ask!
Thanks,

Julene

 

From: Leslie Christianson <lesl...@gmail.com>
Sent: Friday, September 19, 2025 10:44 AM
To: ARL ASSESS <arl-a...@arl.org>
Subject: [ARL-ASSESS] Data for Academic Liaisons

 

You don't often get email from lesl...@gmail.com. Learn why this is important

CAUTION: External Sender

 

Good morning,

 

We would like to provide more data to our Academic Liaisons for their collection development work. I was curious what type of data or reports you provide to the selectors, and do you do it on a quarterly or annual basis? We are trying to develop reports or scorecards that would support their work. Thank you. 

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