Course Pack Evaluation Report LIBRARY PROJECT TO A NALYSE THE UNIVERSIT Y COURSE PACKS FOR ELECTRONIC CONTENT T H E P R OB L E M The Eastman Company produces each term, paper course packs at the request of McGill faculty to be used by students enrolled in their course and offered for sale at the University Bookstore and Paragraph Bookstore. Eastman obtains copyright clearance and pays all applicable royalties for the print reproduction of the material through COPIBEC or directly with the publisher. The Library maintains a growing number of electronic subscriptions to material which maybe included in the course packs; either as a reference or reproduced in printed form. The Library would like to know the extent of the electronic content in the course packs that match the Libraries current electronic subscriptions and whether this content is currently being made available through the new Find It/Article Finder linking service. The University and the students are concerned about the perceived escalation of the course pack prices. The issue has been raised by students in the University Senate and in the Senate Committee on Libraries. C O U R S E PA C K P RO J E C T G OA L S 1. Quantify the amount and nature of the electronic content in the winter 2004 course packs prepared for students by Eastman. 2. Prepare recommendations for the Associate Director, Information Technology Services concerning the Library’s role in promoting and enhancing access to the University’s electronic collections and how to better integrate these resources into educational technology initiatives on campus. (E.g. WebCT) P RO J E C T M E T H OD OL O G Y This project analyzed the winter 2004 course packs. The Eastman Company supplied printouts of the table of contents for the winter 2004 course packs that were printed and sold to McGill students. The first step was to sort the course packs into department groupings, using the course code. Table 1 below shows that of the total number of course packs received there were only 309 that were suitable for the analysis. Forty-seven had table of contents containing citations that could not be identified as a journal or a monograph. COURSE PACK EVALUATI ON REPORT MCGILL LIBRAR IES, MA RCH 2004 PAGE 1. Course packs Count Proportion Number with courses identified 252 71% Number with courses unidentified 57 16% Total Analyzed 309 Number without citations to verify 28 8% Number without departments and no citations to verify Total unable to analyze 19 5% Total number of course packs received 356 100% Total number of identified course packs with a WebCT course 83 33% 47 Table 1: Winter 2004 course pack information There were 39 departments represented in the 309 course packs analyzed. The individual departments are named in the following figures in the results section of this report. If the course was unidentified, and had citations that could be verified, they were included in the analysis and assigned a department, based on the subject content of the citations. The Law faculty course packs were not included in the course packs received from Eastman. They contain primarily case law and would not have suited the project’s searching methodology. There were no course pack table of contents received for the Faculty of Medicine and Eastman advises that they have not been requested to produce course packs for medical students. A coding scheme was devised to record the differences in the types of citations (journal, monograph or other) and the results of the searching (electronic journal in Article Finder, not in Article Finder but identified as an electronic journal in MUSE, print holdings in MUSE, unable to locate in MUSE.) Each of the relevant codes for the categories were recorded on the table of contents sheets, totaled and then entered into the data collection spreadsheet. The searching was conducted in two different ways, depending upon the nature of the citation. If the citation was for a journal, the Library’s Article Finder service was used. The Article Finder is a new web service that uses the title, date and volume information entered from a citation to locate the journal in the Library’s Knowledge Base (KB). The KB contains information about the 15,000 electronic journal subscriptions licensed for the McGill community by the Library. The Article Finder also searches the MUSE catalogue and facilitates the identification of a print holding. The name of the electronic journal collection (e.g. JSTOR) was recorded on the course pack table of contents next to the citation if the Article Finder located an electronic edition. If the subsequent MUSE search revealed an electronic edition, this result was coded as well. The bibliographic searching was conducted in February 2004 , using the KB updated as of December 2003. If the citation was identified as a monograph, a MUSE search was conducted. Initially, this was conducted for 37% of the course pack citations. Procedures were adjusted due to lack of time. To ensure that the journal searching was completed, the remaining monograph citations were identified but not searched. The MUSE catalogue does contain some records describing the Library’s electronic book collections. For the monographs that were searched, there were no matching citations to electronic book collections. COURSE PACK EVALUATI ON REPORT MCGILL LIBRAR IES, MA RCH 2004 PAGE 2. Given the nature of the Library’s electronic book collections (information technology, science, medicine) and the lack of course packs existing for these departments, it is not expected that comprehensive monograph searching would reveal many electronic matches. The Early English Books Online (EEBO) electronic book collection does not have MUSE catalogue entries and may reveal matches for selected courses. This additional searching would need to be conducted directly on EEBO. The existence of a WebCT course was also verified for each of the courses in the sample. This information was obtained from the Courseware production department of ICC (Instructional Communications Centre). R E S U LT S Figure 1 in Appendix A shows a ranked list of number of course packs by McGill department. The top seven departments with over 15 course packs per department are Education (36), English (32), Political Science (29), History (21), Social Work (18), Anthropology (17) and Religious Studies (16). Figure 1 in Appendix A also shows the number of WebCT courses by McGill department. Thirtythree percent of the course packs with identifiable course numbers also have a WebCT course. Specific course numbers are identified in Table 6 in Appendix B. Table 2 below shows the percentage of citations by type for all course packs analyzed. Citations Count Proportion Total number of journal citations 1918 29% Total number of monograph or other citations 4680 71% 6598 100% Total number of citations Table 2: Course pack citation type It is not possible to provide an exact figure for the total number of “other” citations, because the monograph citations were only partially searched. By far the largest proportion of citations in the ‘monograph or other ‘category, were recognizable as monograph. Table 3 below shows the percentage of course packs with electronic journal content. Citations Total number of electronic journal citations Total number of non electronic journal or monograph or other citations Total number of citations Count Proportion 941 14% 5657 86% 6598 100% Table 3: Course pack electronic journal content COURSE PACK EVALUATI ON REPORT MCGILL LIBRAR IES, MA RCH 2004 PAGE 3. Table 4 shows the characteristics of the journal citations only for all course packs analyzed. 49% of the journals citations had electronic versions available from library collections. Citations Total number of electronic journal citations located by Article Finder Total number of electronic journal citations located in MUSE Total number of print journal citations located in MUSE Total number of journal citations not held by the Library Total number of journal citations Count Proportion 883 46% 58 3% 740 39% 237 12% 1918 100% Table 4: Course pack journal citation information Table 5 below shows the top five departments with the largest numbers of electronic journal citations in their course packs. This accounts for 58% of the total number of electronic journal citations. Departments with highest numbers of electronic journal citations Count Proportion of the department total Political Science 116 67% Education 108 41% Psychology 108 84% Social Work 90 12% Geography 60 77% Anthropology 59 63% Table 5: Departments with the largest number of electronic journal citations Figure 2 in Appendix A shows this same information for all departments. The bar graph compares two different journal variables by total number of citations in the department’s course packs. The type of journal citation (electronic vs. print) and whether or not the Library has holdings to match the citation. It is not possible to compare between departments because of the differences in the number of course packs available for the analysis in each department. Figure 3 in Appendix A shows by department the proportion of citations by different types of citation; electronic journals, print journals, journals not held and monographs and other items. The Biology and Psychology departments have their course packs composed of greater than 50 percent electronic journals. Another three departments have 40 % or more electronic content. Figure 4 in Appendix A shows by department how many electronic journals held by the Library were located using the Article Finder. The departments of Music (70%) and Management (20%) had the largest percentage of their electronic journals unavailable through the Article Finder. COURSE PACK EVALUATI ON REPORT MCGILL LIBRAR IES, MA RCH 2004 PAGE 4. C ON C L U S I O N The goal of the course pack analysis was to provide quantitative data concerning the type of material that faculty are including in their course packs for students. The Library was concerned that if the content of the course packs was high in electronic content, material that has already been purchased or licensed on behalf of the McGill Community, the students would in effect be paying for use rights to a print version of the same material they could view online from any McGill network connected computer. The analysis has yielded the following results: 1. Electronic journal citations licensed by the Libraries make up 14% of the course packs analyzed. (Table 3) 2. There is variation by department in the electronic journal content of the course packs. ( Figure 3) 3. Of the course packs with identifiable course numbers, 33 % also have a WebCT course. (Table 1) 4. 46% of the journal citations in the winter 2004 course packs were located using the new Article Finder service. (Table 4) In conclusion, it was not confirmed that high percentage of the course packs contain copies of electronic journal articles that are licensed for use by the McGill community by the Library. In any analysis of the cost of the course packs this factor will be of smaller influence that anticipated. R E C O M M E N DA T I ON S F OR F U RT H E R S T U DY This study has raised a number of interesting areas for further inquiry. A number of new questions related to improving the use of the University’s electronic collections and avenues to peruse to better integrate these resources into educational technology initiatives on campus are suggested below. 1. Discussions could be undertaken with professors who have a large percentage of course pack material electronic. A survey of faculty and student views on their preferences for paper readings in the course pack vs. an online bibliography linked to electronic content in their Web CT course. Identify sample courses to pilot online course packs. 2. Investigate with departments who are not represented in the course pack sample, to better understand how they are delivering their reading material to students. COURSE PACK EVALUATI ON REPORT MCGILL LIBRAR IES, MA RCH 2004 PAGE 5. 3. Investigate how to create digital reproductions of items that do not yet exist in electronic format for online course packs. Currently, McGill’s ICC department will create a digital version of paper article (e.g. PDF) however; the professor is expected to prove that rights to reproduce have been obtained in advance of ICC digitizing the work. Eastman may be willing to undertake the copyright clearance work for this type of material. Web CT courses do have sign-on security for specific students and if the digital reproduction was restricted to students enrolled in the course on the WebCT platform; this may enable Eastman to obtain copyright clearance. 4. Discussion should begin with the WebCT system managers to investigate the possibility of adding openURL functionality to WebCT. If this was possible, the Library’s Article Finder database could be used to provide instant and stable linking to the electronic course readings from within the WebCT platform. The CUTL Learning Team (Adam Finkelstein and Karen Nicholson) are currently working on a project to create information literacy templates within WebCT. This initiative may provide the structured metadata required to generate an openURL. 5. The Library needs to continue to implement additional Article Finder sources and targets which may increase the number of matches for electronic content. The library’s subject specialists may wish to review the winter 2004 course pack table of contents to see how to improve the library collections ability to support this teaching resource. Journal content that is not available in MUSE could perhaps be added to the collection. Electronic journals that are not available in Article Finder, need to be reviewed to see if an alternative means of licensing with the openURL capabilities can be purchased. If librarians find this review useful, it maybe something to be continued on an annual basis. COURSE PACK EVALUATI ON REPORT MCGILL LIBRAR IES, MA RCH 2004 PAGE 6. APPENDIX A 1. Figure 1: Number of course packs by department Page 8 2. Figure 2: Number of electronic and print journal citations analyzed by department Page 9 3. Figure 3: Proportion of department citation totals by type Page 10 4. Figure 4: Number of electronic journal citations by Article Finder or MUSE only by department Page 11 APPENDIX B 1. Table 6: Winter 2004 Course Pack and WebCT Information Pages 12-17 A C K N OW L E D G E M E N T S The bibliographic citation verification, data spreadsheet construction, data entry and the graphing of the report results was ably performed by Jocelyne Andrews, Graduate School of Library and Information Studies first year master’s student. Thank you to Hagan Mehnert and Chris Park of Eastman Systems for background information on the preparation of the course packs and the copies of the table of contents for McGill’s winter 2004 course packs. This report was prepared by Sharon Rankin, Metadata and Special Projects Librarian, Library Technical Services Department. COURSE PACK EVALUATI ON REPORT MCGILL LIBRAR IES, MA RCH 2004 PAGE 7.