OCLC WorldCat Collection Analysis

1
OCLC WorldCat Collection Analysis

• An Introduction for Collection Development
  Librarians

2
Accessing WorldCat Collection Analysis

• User Log-in screen http//firstsearch.oclc.org
• Authorization number 100300405
• Password 3iALsR! (case sensitive)

3
Click on tab for Collection Analysis
4
Initial default screen with ASERL / FCLA / TRLN
group analysis
5
Scroll to the right and select Information
Alliance group
6
Default screen for Information Alliance group.
7
Running a Basic Analysis

• Analyze holdings at a single IA library
• OR
• Compare holdings at two libraries side-by-side or
  all three libraries at once
• Limit your search by de/selecting specific
  parameters such as subject Division(s),
  Publication Date(s) , Language(s), and/or
  Format(s)
• Customize your analysis output by adjusting
• a) Column Values (CV), and/or
• b) Row Expansion Order (REO)

8
Part I Click on Limit Analysis button to
change search parameters
9
Limit Analysis screenStep 1 Select the Library
or Libraries you would like to analyze
10
Limit Analysis screenStep 2 Select subject
Division(s) you would like to analyze
11
The OCLC Conspectus

• The OCLC Conspectus is a subject hierarchy
  consisting of Divisions, Categories, and Subject
  descriptors. The Conspectus provides a framework
  to systematically inventory and describe library
  collections, and can be used with Dewey Decimal,
  Library of Congress and National Library of
  Medicine classifications.
• The Conspectus is structured in hierarchical
  order, from broad divisions to very specific
  subjects. Each level is an increasingly detailed
  partition of the previous level. The three levels
  in the OCLC Conspectus, in hierarchical order,
  are Divisions, Category, and Subject.

12
OCLC Conspectus Table
13
Limit Analysis screenStep 3 Select range(s) of
Publication Dates you would like to analyze
14
Publication Date Ranges

• Dates are grouped into these ranges
• Pre-1500 1900-1924 1990-1994 2004
• 1500-1599 1925-1949 1995-1999 2005
• 1600-1699 1950-1959 2000 2006
• 1700-1799 1960-1969 2001 Other
• 1800-1850 1970-1979 2002
• 1850-1899 1980-1989 2003
• Publication date ranges will change as
  additional years are added. The next major change
  occurs at publication year 2009. At that time
• Ranges 1990-1994 and 1995-1999 will merge to
  become 1990-1999.
• Individual years 2000, 2001, 2002, 2003 and 2004
  will merge to become 2000-2004.

15
Limit Analysis screenStep 4 Select the
Language(s) of the materials to be analyzed
16
Languages

• Thirty languages from the MARC Code List for
  Languages appear as analysis results. The
  remaining languages are grouped under Other.
• Arabic English
  Indonesian Polish Turkish
• Bulgarian French Italian
  Portuguese Ukrainian
• Chinese German Japanese
  Romanian Other
• Croatian Greek (Modern Korean
  Russian
• 1453- )
• Czech Hebrew Latin Spanish
• Danish Hindi Norwegian Swedish
• Dutch Hungarian Persian
  Thai
• The actual language of an item will always
  display on a List of Records and on its Detailed
  Record.

17
Limit Analysis screenStep 5 Select the
Format(s) of the materials to be analyzed
18
Formats

• The WorldCat Collection Analysis service uses
  these material types
• Archival Materials Serial Publications
• Archival Materials, Electronic Serial
  Publications, Electronic
• Articles Sound Recordings
• Articles, Electronic Sound Recordings,
  Electronic
• Books Texts, Electronic
• Computer Files Visual Materials
• Maps Visual Materials, Electronic
• Maps, Electronic
• Musical Scores
• Musical Scores, Electronic

19
Limit Analysis screenStep 6 If applicable,
select/restrict the Audience level of materials
20
Limit Analysis screenStep 7 Click on the Run
Analysis button to execute the analysis using
the default CVs and REO
21
Analysis Results Screen using default values for
CV (i.e. Publication Date) and REO (i.e. Library
gt Division gt Language gt Format gt Audience)
22
Part 2 Click on Change Analysis button to
customize the analysis by selecting your CVs and
modifying the REO
23
Change Analysis screenStep 7 Select what you
want your Column Values to be
24
Change Analysis screenStep 8 Select from at
least 1 and up to 5 different levels in the Row
Expansion Order
25
Click on Run Analysis button to perform an
analysis using the CVs and REO youve just
selected
26
Example Analysis demonstrating the use of
customized CV and REO

• Under Limit Analysis, select the following
• Library UNIV OF KENTUCKY LIBR (KUK) , UNIV OF
  TENNESSEE (TKN) , and VANDERBILT UNIV LIBR (TJC)
• Division History Auxiliary Sciences
• Publication Date 2003, 2004, 2005
• Format Books
• Audience Adult

27
Click on Run Analysis button to execute the
initial analysis
28
Resulting Analysis Screen 1 (now click on Change
Analysis button to modify your CV and REO)
29
Under the Change Analysis tab, select/set the
following CVs and REO

• Column Values Library
• Row Expansion Order
• 1st Level Division
• 2nd Level Publication Date
• 3rd Level Language
• 4th Level (None)
• 5th Level (None)

30
Click on Run Analysis button to execute the
customized analysis
31
Resulting Analysis Screen 2

• Notice that the three IA libraries now appear as
  column headers, and the division (i.e. Level 1 of
  the REO) History Auxiliary Sciences appears as
  the row header
• (next click on the link History Auxiliary
  Sciences to expand)

32
Resulting Analysis Screen 3

• Notice that the division History Auxiliary
  Sciences is now expanded into its respective
  Categories.
• (click on link for History Africa to expand
  this category)

33
Resulting Analysis Screen 4

• Notice that the category History Africa is now
  expanded into subjects with geographic
  subdivisions
• (click on the link for the subject Angola to
  expand and reveal the next level of the REO
  Level 2 )

34
Resulting Analysis Screen 5

• Observe how the holdings in the subject Angola
  are now broken up into the Publication Dates REO
  Level 2) that we selected in the REO (now click
  on a specific year, say 2003, to expand and
  reveal next level of the REO Level 3 )

35
Resulting Analysis Screen 6

• The holdings in the subject Angola with 2003
  publication dates REO Level 2 are now divided
  by language REO Level 3

36
At any step in this process, one can click on any
of the holdings links to view either a list of
titles and/or records in a conventional WorldCat
search results screen format
37
Use Go to page pull-down menu and select
Analysis Results to return to your last
analysis screen
38
Use blue arrow icons to navigate back to any
level of the hierarchy in your analysis
39
Examples of strategies for using Collection
Analysis

• Strategy A Identify Divisions, Categories,
  and/or Subjects with high percentages of Overlap
  as target areas in which to reduce any
  unnecessary duplication
• Strategy B Identify Divisions, Categories,
  and/or Subjects with low percentages of
  Uniqueness as target areas in which we can
  increase the level of uniqueness and indirectly
  reduce unnecessary duplication

40
Example analysis using Strategy AReturn to
initial customized analysis screen displaying the
division History Auxiliary Sciences, i.e.
Resulting Analysis Screen 2, and click on
Overlap tab
41
Overlap Analysis Screen 1

• Notice how both the CV and Level 1 of the REO
  have defaulted to displaying all three IA
  libraries (click on a single library to serve as
  the basis for comparison)

42
Overlap Analysis Screen 2

• VANDERBILT UNIV LIBR (TJC) is now the row
  header, and all three IA libraries remain as
  column headers.
• (Click on the Display results as pull-down
  menu and select Number with percent to display
  the total number of duplicate titles, as well as
  the percentage of the comparison librarys
  holdings that this total number makes)

43
Overlap Analysis Screen 3

• See overlap expressed as a total number of
  volumes as well as a percentage. Example 2,739
  vols. (UK) / 10,058 vols. (VU) 27.23
• (Note Overlap percentage rates for a library
  will always be 100 when compared to itself)
  (Next, click to expand)

44
Overlap Analysis Screen 4

• Identify Categories/Subjects with significant
  numbers and percentages of high overlap where
  possible unnecessary duplication might be
  minimized (See potential example
• History - Americas, General, Indian, N. America )

45
Example analysis using Strategy B

• On either the previous screen or the initial
  customized analysis screen displaying the
  division History Auxiliary Sciences, i.e.
  Resulting Analysis Screen 2, click on the
  Uniqueness tab

46
Uniqueness Analysis Screen 1

• Notice once again how all three IA libraries
  appear as row headers, and the four column values
  display the following
• Total holdings, Unique holdings, Holdings shared
  by 2 libraries, and Holdings shared by all 3
  libraries.
• Again, click on a single library to serve as the
  basis for the comparison

47
Uniqueness Analysis Screen 2

• VANDERBILT UNIV LIBR (TJC) is now the row header
• Click on the link for the division History
  Auxiliary Sciences to expand it

48
Uniqueness Analysis Screen 3

• Identify Categories/Subjects with lower numbers
  and percentages of uniqueness where we might
  focus our collection development efforts with the
  goal of increasing the level of uniqueness (See
  potential example History - United States,
  Slavery Civil War)

49
Exporting Analysis Results

• At almost any point during an analysis, results
  can be exported into Excel format by clicking on
  the Export icon and saving as a .xls file

50
Graphical Representations of Data

• At almost any point during an analysis, graphical
  representations of data relationships can be
  generated by clicking on the icon that
  appears at the left of every row header

51
Useful Resources and Links

• WorldCat Collection Analysis Quick Reference
• http//www.oclc.org/support/documentation/collecti
  onanalysis/quickreference/default.htm
• WorldCat Collection Analysis User Guide
• http//www.oclc.org/support/documentation/collecti
  onanalysis/using/default.htm