Ulrichs Serial Analysis System

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Ulrichs Serial Analysis System
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June 2006 USAS GB - Demo
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What is Ulrich's Serials Analysis System?

• Ulrich's Serials Analysis System is a powerful
  tool for professionals who need to identify,
  analyse, evaluate and create reports about their
  print and electronic serials holdings.
• Ulrich's Serials Analysis System provides serials
  librarians, acquisitions and subject specialists,
  collection managers, electronic resource
  librarians, and other librarians, as well as
  serials publishing professionals, with detailed
  information on the print and electronic serials
  they have -- and don't have.

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With Ulrich's Serials Analysis System, you have
the tools you need to

• Identify gaps and redundancies in your serials
  collection.
• Compare your collection against the Ulrich's
  universe of serials or a select core of titles,
  groups of peer libraries, or your consortium's
  catalogue.
• Evaluate your print and electronic holdings using
  industry benchmarks and quantitative data.
• Analyze the offerings of top serials publishers
  and other vendors.
• Create downloadable reports about your serials
  collection by subject category and key criteria.

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Ulrich's Serials Analysis System helps you
answer key questions

• What do we have?
• What do we need?
• What else is out there, and how good is it?
• Does my collection have the best content for my
  library's users?
• How does my collection compare with others?

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Accessing Ulrichs Serials Analysis System
Your entry point to Ulrichs Serials Analysis
System is within Ulrichsweb.com
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Ulrichs Serial Analysis System is accessible
only to authorized users by separate user-id and
password.
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Three simple steps

• Upload your own list of ISSNs.In order to have
  personalised reports, you will need to have your
  holdings list in Ulrichs Serials Analysis System
• Run your reports.Compare your lists with
  Ulrichs Core or Ulrichs Universe, your peers or
  an aggregator package.
• Export your Reports

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Prepare your data

• Obtain a list of your library holdings and add it
  for example to Excel
• Format it for upload to Ulrichs Serial Analysis
  System
• Fields MUST come in the following order
• ISSN (Mandatory)
• Journal Title (Strongly recommended)
• Library-defined Usage Stats (Optional)
• Notes field 1 (Optional)
• Noted field 2 (Optional)
• I recommend you use at least ISSN Journal Title

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Before saving the field you may want to remove
the column headings, as they are not needed.
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Upload Data

• Decide on the format you would like to use
• Plain Text
• If you are planning to use ISSN only, this is the
  easiest format. Place one ISSN per line
• Tab Delimited Text
• If youve prepared your file in Excel this will
  be the easiest format to use. Simple save your
  workbook in the appropriate format
• Pipe Delimited Text
• Depending on where you get your file from, it
  might be in pipe delimited format (pipe ).
• Note These formats are described in detail in
  the upload dialog, together
• with samples of how the files look

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Remember to change the File Type in this
drop-down box. Upon clicking SAVE you will be
given a warning message, that you can simply
acknowledge.
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Upload Data

• Upload your file to USAS
• Click on Create/Modify Report(s) and the click on
  Create A New List
• Provide details regarding the content and
  ownership of your list and make a decision
  whether you wish to password protect it
• Please note the administrator might have
  disabled your ability to password protect a list
• Select your format, browse to the list and click
  on submit
• The duration of the upload process will depend on
  the file size and the speed of your internet
  connection

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Generating Statistics

• Post-Processing
• After clicking submit your file will undergo
  post-processing
• Post-Processing is one of the most important
  steps in the process to analyzing your data
• It queries Ulrichs Periodical Directory for
  every ISSN on your list and pulls back valuable
  data and creates direct links between your list
  and Ulrichs Web
• It creates a list of non-match items, which we
  recommend you resolve before starting any
  analysis. It is for this report that you have
  uploaded Journal Titles, as it will make working
  with the list easier

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Post-Processing can take a while, however as it
runs in the background it is OK to do something
else in the meantime
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Ulrichs Web is updated weekly and this may
affect the statistics you run in USAS. Should you
wish to update the Stats go to Edit and follow
onscreen instructions
Once Post-Processing has completed you will see
todays date here followed by (Available).
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Your list data has been enriched with Ulrichs
Periodical Directory Data and is ready for
analysis. However, before working with this list,
we recommend resolving as many non-match items as
possible
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Your original list might have contained duplicate
ISSNs -
The second type of report you get from this list
is the non-match items report. It is important to
resolve as many of these as possible as it will
improve the information the data analysis or a
comparison offers later
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ISSN Non-Match The ISSN cant be found in
Ulrichs Web. Do a title search and try to find
the ISSN. Alternatively verify the ISSN from an
independent source.
Invalid ISSN Something is add odds with the ISSN,
it might be incomplete, there might be a typo,
check them and try to verify
Mergers and Acquisitions This title merged with
another title, check out Ulrichs Web to find
details, check your holdings and correct if
possible.
Title History ISSN of xxxx-xxxx This ISSN isnt
up to date, check your holdings, possibly correct
them and then correct the data in USAS
Ceased According to our information this journal
is no longer being published again check your
records
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Once youve worked through your list and have the
corrections at hand, you can simple browse to the
journal and click edit to correct the entry
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Should you have to delete an item, select the
check box next to it and use the drop down box to
delete it.
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This list offers a great variety of sorting
option, simply click on the column heading to
resort your list. You can also use the search box
to quickly jump to a specific journal
It is also a great place to quickly view a record
in Ulrichs Web. Simply click on Journal Title
and you will be taken to the appropriate record
for in-depth, comprehensive, and unbiased
information
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We can now start analysing, comparing our
uploaded content
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Analyze, Compare, Evaluate, Identify

• A few common terms at the beginning
• Ulrichs Universe
• all active titles in Ulrichs (gt230,000)
• Ulrichs Core
• all academic/scholarly, major consumer and trade
  (gt58,500)
• Peer Groups
• Peer Groups are designed to be selective and
  representative
• Peer Groups are North American Universities
• 4 Year academic, FTE up to 2,999
• 4 Year academic, FTE 3,000-9,999
• 4 Year academic, FTE 10,000-19,999
• 4 year academic, FTE gt20,000

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• Compare your library to Ulrichs Universe
• High level overview of what else is out there
• Compare your library to Ulrichs Core
• Pointers for future acquisition
• Overview of how strong your collection is
  compared to what academic/scholarly publications
  are available
• Compare to an Aggregator database
• How do your current holdings compare with an
  offering
• Compare your library to a Peer Group
• Analyze the holdings of institutions similar in
  size to yours as part of your collection
  development process
• Lets see how it looks

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Lets compare one list to Ulrichs Core
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Select your library
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At any step of your analysis you can download the
table you are looking at as an Excel file to
report and share this information
You will notice that the total for your library
list count will have changed to reflect the
criteria Ulrichs Core
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This comparison is looking at absolutely every
subject area (900) available from the Ulrichs
Periodical Directory, whether you have holdings
or not. Thus you might want to limit the view to
narrow down your comparison appropriately. For
example to avoid clutter, a popular selection is
List Matches only. However this is also the
place where you can start to drill down to a very
detailed level to analyze your holdings or obtain
pointers for acquisition that are tailor made and
appropriate for your library. e.g. look for
Refereed Journals, that have an ISI Impact
Factor, were reviewed by the Magazines for
Libraries, and published in the United Kingdom.
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At the bottom of the list, you will be reminded,
if items from your original list werent included
in the statistics. You really should work through
these to avoid the results of your analysis being
skewed or incomplete
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Most of the subject areas you see here are high
level categories, by clicking on expand you will
see how this upper level subject category is
broken down in narrow level subject categories
for detailed analysis
Plus the number (listing) of journals that you do
not hold for further scrutiny by yourself
The number of titles you hold in this subject
area. By clicking on the number a new window will
open and show you those 12 journals. You can then
download this list for further reporting.
The total number of journals in Ulrichs Core for
this subject category, plus in the cell right
next to it the percentage figure, showing the
overlap.
If you were to click on the Subject Category a
new window will open and a search in Ulrichs Web
will be executed for all journals that have been
grouped under this subject category. There is one
important note to be made. For USAS only the main
subject category is used to avoid the same
journal showing up several times.
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Narrow down your search to receive statistics,
that are more relevant to your decision making
process
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Notice how the figures changed to reflect your
criteria and thus aid your decision making process
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• Compare any two lists of ISSNs
• Compare the holdings of two faculty libraries
• Compare your holdings with that of a similar
  University
• you name it
• Compare one list against multiple lists
• Create one list per library at your University
  and compare their overlap get rid of duplicate
  holdings
• Compare the journal list of a database against
  the combined coverage of your existing databases
  will the new database add sufficient value and
  coverage?
• you name it

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Comparing two lists of ISSNs
In this exercise, I want to compare my Print
holdings versus my Electronic journals, in order
to identify and review duplicates.
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In this example, we are comparing our list of
our Print holdings Vs our Electronic holdings, in
order to identify duplicates.
And what is unique to each of those lists?
How many journals do these two lists have in
common? Click to see a report!
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• Compare any two lists of ISSNs
• Compare the holdings of two faculty libraries
• Compare your holdings with that of a similar
  University
• Compare the offerings of two database vendors
• you name it
• Compare one list against multiple lists
• Create one list per library at your University
  and compare their overlap get rid of duplicate
  holdings
• Compare the journal list of a database against
  the combined coverage of your existing databases
  will the new database add sufficient value and
  coverage?
• you name it

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First you need to make your selection from the
lists you have uploaded to create your comparison
profile, also known as comparison universe
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Tell Ulrichs Serials Analysis System which is
the library you want to compare against your own
comparison universe
You have the same limits available to you as
anywhere in Ulrichs Serial Analysis System
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You get the same type of analysis you are used to
already, titles you have, titles the Universe has
and of course titles you dont have. Select a
subject area to drill down further.
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Now click on either the total list of all
journals in this subject area (102) or the list
of titles you do not hold (69) to see this list
and find out who has what!
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Of the titles you do not hold, these are
available in two lists of your comparison
universe. Click on the number to find out who
precisely.
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• Compare offerings from over 60 providers.
• Compare one aggregator package with either
  Ulrichs Core or Ulrichs Universe.

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And then its offering
Select the aggregator
Select the limits as required
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A full analysis containing the number of titles,
unique titles, titles in common and missing
titles will be displayed. Click on any of the
hyperlink to see the full list
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This list gives you the titles Not covered by one
of the selected aggregators.
When a journal is available in full text the
years of coverage will be shown.
More information about specific journals can in
be found in Ulrichsweb.com by clicking on the
hyperlinks.
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• Compare Peer Groups to Ulrichs Universe
• Compare Peer Groups to Ulrichs Core
• In order to compare yourself to a Peer Group it
  is important to understand the make up of a Peer
  Group
• Find out how many Peer Group libraries hold a
  specific journal

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Based on this you can take a bit of advice from
your peers on whether this journal would be right
for you. Peers are not identified by their name,
but their size, region and Carnegie
Classification is shown.
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• Compare Top Publishers to Ulrichs Universe
• What subjects does a publisher cover
• In what subjects does a publisher have
  significant offering, possibly suitable for your
  library
• Compare Top Publishers to Ulrichs Core
• Same as above but based on a smaller set
• Allows you to analyze a publishers holdings and
  possibly a journal package you were offered

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To sum it up

• Ulrichs Serial Analysis System offers you
• A unique and rapid way to evaluate your current
  holdings
• The ability to find gaps in your holdings and
  suggests journals for potential acquisition
• A great way to compare and evaluate the offerings
  of major journal publishers
• Quick overlap analysis between several of your
  libraries, i.e. to eliminate duplicate holdings
• An unbiased look at the coverage two competing
  databases offer you
• you name it.

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Quick Note about Administration

• The administrative module lets you
• Change the column headings for the two notes
  fields
• Add additional users and give them specific
  rights
• Set rights for users to create password protected
  lists

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This is where your basic subscription
information would be found
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This is where your basic subscription
information would be found In addition you would
have the option to change the Admin Password
A really useful feature is the ability to rename
the column headings for the two custom fields
this will make evaluations easier
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Advanced Read/Write Access General Read Only
Access
Here you can add additional users to your
Ulrichs Serial Analysis Subscription.
Allow your users to create password protected
lists, or take away this ability. This is a all
or none function
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Danke, , Thank You, Merci

• Questions and feedback
• Please contact
• Support_at_csa.com

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