Spring 2022 Meeting

A Dive into Data: Using COUNTER and Tableau
Virtual meeting via Zoom
Program: 10:00 am – 4:00 pm
(Zoom will open fifteen minutes early to allow for troubleshooting.)
Monday, June 6, 2022 

Deadline to register was May 31, 2022.

Links to presenters’ slides here.


NOTSL is pleased to welcome the following speakers and their presentations.

Creating a Tableau Dashboard to Analyze Descriptive Data
Presented by Nathan Putnam, Director of Data Quality and Governance at OCLC

Has someone in your organization come to you to ask how many DVDs your library owns? Have you needed to tell the story of what your library collection holds in terms of formats, languages, or other details locked in MARC records? While you could look up answers on a case-by-case basis, wouldn’t it be great to have a single source that addresses questions like this?

A great option is to create a Tableau dashboard to supply an at-a-glance view of your catalog data. This session will: 

  • Provide an overview of Tableau Desktop and introduce some Tableau lingo.
  • Create multiple worksheets that aggregate, count, and show the common format-related data.
  • Create a single dashboard that combines the worksheets to be used interactively or statically in presentations and documents.

Viewers can focus on the presentation or try using Tableau during the session. If you do not have access to the desktop version of Tableau, closer to the session date, you can download a free 14-day trial from https://www.tableau.com/products/trial.  

Nathan Putnam is the Director of Data Quality and Governance at OCLC leading a team of specialists focused on data quality, policies, and standards for WorldCat data assets. He has 20 years of cataloging and metadata experience working in multiple U.S. academic libraries as a cataloger and manager and enjoys discussing cataloging trends and issues with the wider metadata community.


Tableau in Action: Enhancing Discovery and Complementing Decision-Making
Presented by Stephanie Church, Acquisitions Librarian, Case Western Reserve University

This presentation will focus on Tableau dashboards using Sierra data, COUNTER5 reports, and vendor supplied reports. Additionally, this presentation will include the discoveries and collection decisions made because of these visualizations. Example dashboards include print circulation trends, Journal Access Denied COUNTER reports to identify research needs, and OhioLINK borrowing trends. 

Stephanie Church has been with Case Western Reserve University for over 13 years as an Acquisitions Librarian. Her primary responsibilities include monograph purchases, managing and implementing user-driven initiatives, and collection assessment. 


Understanding and Using COUNTER in Collection Analysis
Presented by Greg Edwards, Cataloging and Metadata Librarian, Lehigh University;
Phil Hewitt, Senior Engineering and Electronic Collections Librarian, Lehigh University; and
Scarlet Galvan, Area Lead for Assessment and Planning, and Collection Strategist Librarian, Grand Valley State University Libraries

This presentation will provide a comprehensive introduction to COUNTER; what it is, how to interpret it, and when to use it. First, we will explain the COUNTER initiative, the importance of a standardized usage report, and what the metrics mean; providing a breakdown of all the components of a report. Following this introduction, we’ll cover methods and suggestions for retrieving reports, storing them in electronic management systems, and what options are available for presenting them to stakeholders. This will include an explanation of automated retrieval via SUSHI, and a brief overview of some ERM systems such as CORAL and EBSCOadmin. 

Then, we will focus on how to interpret, filter, and analyze usage reports for use in collection analysis and decision making. Calculating cost-per-use, understanding usage numbers, making use of metrics, and making it all understandable to other librarians will all be explained. We’ll wrap up with a case study from Lehigh University, illustrating what a use-case scenario looks like.

Greg Edwards is the Cataloging and Metadata Librarian at Lehigh University. Beyond regular cataloging duties and maintenance, he has worked with the Senior Engineering and Electronic Collections Librarian on a workflow to collect, report, and analyze usage statistics as part of the Library’s renewal and subscription cycle. In addition to his work with electronic resource management, he has also worked with the open source library platform: FOLIO.

Phil Hewitt is the Senior Engineering and Electronic Collections Librarian at Lehigh University in Bethlehem, Pennsylvania. Phil seeks to use a broad understanding of academic library work to produce data-informed, holistic, and sustainable approaches to building engaging library collections. Phil uses data and his work as an instruction and reference librarian to examine assumptions around library collections. Over the last five years, Phil led work to save more than $1 million per year in subscription costs. He’s excited to explore new ways to use collection funds to more broadly support research, teaching and learning.

Scarlet Galvan is the Area Lead for Assessment and Planning, and Collection Strategist Librarian at Grand Valley State University Libraries. At GVSU she develops and leads efforts toward a more sustainable, open collection. Her research focuses on the sociopolitical aspects of library services platforms and scholarly communications. Her recent work includes keynotes at Electronic Resources and Libraries 2022, and Electronic Resources Minnesota 2022. Scarlet serves as a member of Scholarly Publishing and Academic Resources Coalition’s (SPARC) Executive Steering Committee. When not doing library work, she writes science fiction and makes soap.

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