APPENDICES


 

APPENDIX 1: TAXONOMY

Services supplied via institution licences and searched at no additional cost to user or library service. Resources, usually formal databases, are easily accessed from any work station using either a common (institution-wide) password/userID or recognising institutional IP addresses.

Excludes: Resources held on the local network

Examples: BIDS, OCLC FirstSearch, MIMAS, EDINA

 

Access to databases made available through single host or vendor systems (other than JISC/CHEST services) which typically allow access to 100+ databases. Some of these databases may be available independently (possibly from their information providers/publishers) over WWW and these would excluded here and coded as Online database via Web (below). In most cases charges would be dependent on use.

Includes: Distributed CD-ROM servers such as SilverPlatter's Electronic Reference Library databases.

Excludes: Databases accessed directly (i.e. NOT through a vendor such as DIALOG) via the Web Examples:

• Hosts/vendors such as: DIALOG; DataStar; DIMDI, OVID Online

• Databases accessed could include ISI databases, INSPEC, Compendex, MEDLINE, etc

 

Access to databases made available directly and independently (possibly from their information providers/publishers) over WWW. In most cases charges would be dependent on use.

Excludes: Databases used through a Web-based vendor site.

Examples:

• Services such as: GratefulMED, PubMed, PubScience

• Databases accessed could include ISI databases, MEDLINE, etc

 

Services providing access to unprocessed data and possibly software (e.g. census or survey data or scientific datasets) for research and training. Often JISC/CHEST mediated.

Examples: The Data Archive (University of Essex), RCADE (The Resource Centre for Access to Data on Europe), NDAD (UK National Digital Archive of Datasets at ULCC), UKBORDERS, Genome databank

 

Single collections or repositories of full-text materials – monographs, poetry collections, collections of letters, etc (often out-of-copyright material) other than journals. May be subdivided by subject or date of publication, etc.

Excludes: Journal, magazine or periodical collections (see below)

Examples: Oxford Text Archive, Project Gutenberg, University of Virginia Electronic Text Centre, netLibrary

 

Hubs and existing subject gateways (not limited to eLib initiatives): Web sites that exist solely to guide users to a selection of quality controlled resources in a limited subject area such as medicine or engineering. Resources included are usually abstracted and may be rated. Sites that do not meet their specific, defined criteria are not included.

Includes: ‘Jump stations’, virtual libraries, significant resource collections, published bookmark collections

Excludes: Search engine subject trees or own HEI developed gateways; own bookmarks Examples: EEVL, OMNI/BIOME, SOSIG, BUBL, NISS, etc

 

The electronic version of the catalogue (Online Public Access Catalogue) for any part or branch of own institution's library accessed via WWW or Telnet. Use for library administration purposes should be separated out. Main library, subject/faculty/departmental libraries, libraries on other sites but not libraries in other institutions used cooperatively. In most cases there will be a single OPAC across the whole institution.

Excludes: Other institutions' and combined OPACs

Examples: University of Wales, Aberystwyth combined OPAC for both Thomas Parry and Hugh Owen Libraries

 

The electronic version of the catalogue (Online Public Access Catalogue) for any library that is not a part of own institution, accessed via the WWW or Telnet.

Includes: Clumps and major national catalogues

Examples: Individual HEI OPACs; COPAC; BL catalogue

 

Any own institution-mounted resources accessed over the LAN other than those more specifically mentioned elsewhere in the taxonomy (e.g. OPACs, locally mounted CD-ROMs).

Includes: Material hosted by HEI such as conference proceedings

Excludes: Use of software, OPACs, locally mounted e- resources

Examples: Registry documents, timetables, staff profiles, contact details, course outlines, course materials.

 

Any use of remote organisational Web sites other than publishers or specific commercial/banking sites which are included elsewhere.

Includes: Sites visited for information

Excludes: Publisher sites, shopping, recreational

Examples: Other universities, BBC, News sites

 

Services providing summaries of the contents of journals, etc electronically – possibly within a subject domain. Current information (e.g. contents pages, tables of contents, news items or Web addresses). While these may be sent directly to subscribers via e-mail, this survey is for information seeking activities and thus includes only use of archives mounted on the Web.

Excludes: Newsletters which should be included as electronic journals; material already held by interviewee from received subscription emails.

Examples: BUBL's Journal Update lists (lis-bubl-e2), NewsAgent, Current Cites

 

Document delivery services providing articles in an electronic format.

Excludes: BL inside (delivered by fax)

Examples: SWETScan, Blackwells electronic journal navigator

 

The Internet used for interpersonal communication, both one-to-one and one-to-many. This would include e-mail – both professional and personal – as well as messages retrieved from lists, and information retrieval browsing through/searching list archives, Bulletin Boards or USENET. This could mean e-mail via a conventional client such as Eudora or via a browser to services such as Hotmail. USENET newsgroup are often also accessed via a browser, as are BBs.

Excludes: As with current awareness services, material already held by interviewee received from list subscriptions is excluded as this survey is for information seeking activities and thus includes only e-mails received in response to an information request (personal or to a list) and searching of archives, etc mounted on the Web.

Examples: E-mail discussion lists; Mailbase archives; USENET news; BBs

 

Single point of access to multiple electronic journals (these may be parallel published (print and paper) or electronic only). May be all from one publisher (e.g. MCB University Press) or may be similar in nature to a conventional library supplier such as SWETS or EBSCO. The emphasis would be on a single licence offering access to many (possibly not all available from the source) journals.

Excludes: Publishers who hold only a few journals (e.g. Aslib) – count as single e-journals rather than collections in this sense.

Examples: JSTOR, Ingenta, NESLI

 

Single electronic journals mounted by both formal and informal publishers. These could be in parallel with a print version or solely electronic. They may also offer the chance of reader feedback. One site may offer more than one journal (e.g. Aslib) but these are essentially single publications rather than large collections and should be included.

Examples: Program; Ariadne; Journal of Information, Law and Technology (JILT); Information Research; FreePint

 

Web sites from specific publishers (such as OUP, Routledge or Penguin) which may contain catalogues, excerpts, single chapters, reviews, added-value resources, contents pages or even complete texts. If this is a single-publisher site offering access to multiple journals, categorise at electronic journal collections.

Includes: All publishers of monographs and e-monographs. Only includes journal publishers if offering only catalogues or value-added materials (rather than the actual journals classed elsewhere).

Excludes: Publisher site offering access to single or multiple journals.

Examples: OUP, Routledge, Penguin

 

Collections of papers/materials not yet formally published but deposited by authors in the interests of rapid dissemination. Normally mounted on academic/research sites.

Includes: Authors' own archives

Excludes: Commercial publisher collections

Examples: Los Alamos Eprint Archive in Physics (LANL)

 

Both non-networked electronic resources – possibly issued for use on PCs within library – and resources held on the institution's network for use solely within the institution or by the institution's staff and students.

Includes: CD-ROMs directly mounted on the LAN; cached onto hard disks and available via the LAN or issued over the desk for use on individual PCs. It would be necessary to distinguish all three – or, at least, networked from issued.

Excludes: Locally generated accommodation list or bus timetable held on LAN which should be classed at HEI Web sites.

Examples: MEDLINE, OED, The Times

 

Any resource enabling users to locate new resources on the Internet – either by searching against input terms or by hierarchical subject trees.

Includes: Meta search engines

Excludes: Subject gateways, etc mentioned elsewhere; Web sites with internal search engines. Examples: AltaVista; Yahoo!; Google; Northern Light; Lycos

 

Systems offered by library supply companies (e.g. Blackwells or SWETS) to help library staff in the selection and acquisition of (mostly paper-based) books and journals. This option would only be applicable to library staff in the survey.

Examples: Blackwells' Collection Manager

 

Any resource accessed via the WWW not covered above. In addition to 'professional' resources, this could include sites allowing shopping (not just books!), electronic banking and other recreational use. "Others" category.

Examples: Dictionaries, term banks, encyclopaedia, thesauri, telephone directories, rail timetables, FAQs, shopping sites, electronic banking, leisure/recreational sites.

 

 


APPENDIX 2: WORK SCHEDULES


APPENDIX 3: Exception Plan

 

1 DESCRIPTION

1.1 Scope

This plan has been produced to test out the main elements of a proposed methodology for the second cycle. The aim of the methodology is a) to increase awareness of the JISC project work among academic staff and b) to increase student recruitment for interviews and email questionnaires. Student recruitment has been a major difficulty (see interim JUSTIEIS report for details) – despite measures already taken.

 

1.2 Approach

Week number /dates

Details of task

Week 1: April 3 – April 7

Make initial contacts with sites, finalise selected departments, and prepare lists of staff to contact

Week 2: 1 May – 5 May

Contact selected academic staff at sites, exchange documentation, arrange meetings

Week 3: 8 May – 12 May

Visits to sites to meet academic staff

Week 4: 15 May – 19 May

Site visits / interviews/ arrange email surveys

Week 5: 22 May – 26 May

Site visits / interviews / arrange email surveys

Week 6: 29 May – 2 June

Complete interviews/ email surveys

Week 7: 5 June – 9 June

Collate data, analysis

Week 8: 12 June – 16 June

Complete report

 

2 ASSUMPTIONS

The plan assumes that one extra member of research staff can be recruited for 2 months. The plan assumes that:

 

3 EXTERNAL DEPENDENCIES

The plan assumes that anticipated difficulties of the academic year activities (e.g. exams) can be accommodated within the planned schedule of tasks.

 

4 COSTS

Site visits (9 days @ £72 per day, over 3 weeks

£648.00

Travel (car hire @ 170 for 3 days, each of 3 weeks) + petrol

£640.00

Professional staff for 2 months

£5000.00

Consumables (+ excess transferred from existing project)

£112.00

TOTAL

£6500.00

CJU

exception.doc 30 March 2000


Appendix 4: JUSTEIS SAMPLE: Departments

 

Alphabetical list of HEIs in sample, with university category number

Abertay (Dundee) 8

Aston 7

UWA Bangor 4

Birmingham 1

Bretton Hall (Wakefield) 9

Central Lancashire 5

Dundee 7

Imperial College (London) 3

Keele 4

Lancaster 4

Leeds 1

London School of Hygiene & Tropical Medicine 7

Manchester Metropolitan University 2

Middlesex 2

Newcastle 3

UC Northampton 6

Northern College of Education (Aberdeen & Dundee) 9

Nottingham 1

Plymouth 2

Reading 4

College of Ripon & York St John 6

Royal College of Art (London) 8 - postgrads only

South Bank 5

Southampton Institute 5

York 3

 

 

 

Old university, Russell Group

Old university, non-Russell

New university

College of HE upgrading

Large > 18000

 

 

 

 

Birmingham

Leeds 1

Nottingham

 

Middlesex

MMU 2

Plymouth

 

Medium (>6000

<18000 students)

 

Imperial Coll.

Newcastle

York 3

Lancaster

Reading

Keele 4

Bangor

Southampton Institute 5

South Bank

Central Lancs

Northampton

Ripon

6

Small (<6000 students)

 

 

 

LSHTM

Aston 7

Dundee

RCA

Abertay

8

Bretton Hall

Northern Coll. of Education

9

 

JUSTEIS sample by subject discipline

 

Pure & Applied Science

 

Aston 7

Psychology & Human Biology

Birmingham 1

School of Physics & Astronomy

Imperial 3

Chemistry

Keele 4

School of Chemistry & Physics

Lancaster 4

Psychology

Newcastle 3

School of Biochemistry & Genetics

Plymouth 2

Dept. of Geological Sciences

Ripon 6

Social, Environmental, Health & Life Sciences

South Bank 5

School of Applied Science

York 3

Physics

 

 

Maths & Engineering

 

Aston 7

Chemical Engineering & Applied Chemistry

Bangor 4

Mathematics

Central Lancs 5

Centre for Materials Science (research only)

Imperial 3

Aeronautics

Leeds 1

Civil Engineering

MMU 2

Electrical & Electronic Engineering

Northern College of Education 9

Mathematics

Nottingham 1

School of Mechanical etc

Plymouth 2

School of Computing

Southampton Institute 5

Maritime

 

 

Pure & Applied Social Science

 

Abertay 8

Law

Bretton Hall 9

Faculty of Education & Social Studies

Central Lancs 5

International Business & Accounting

Imperial 3

Management School

Keele 4

School of Politics etc.

Lancaster 4

Law

Northampton 6

School of Behavioural Studies

Nottingham 1

School of Education

Plymouth 2

Social Policy & Social Work

Southampton Institute 5

Business School

 

 

Humanities & Arts

 

Aston 7

Languages & European Studies

Leeds 1

Philosophy

Middlesex 2

Arts, Design & Performing Arts

Newcastle 3

Religious Studies

Northern College of Education 9

Language

Plymouth 2

Faculty of Arts & Education

Reading 4

Classics

Ripon 6

Humanities

Royal College of Art 8

 

South Bank 5

Division of English

York 3

Language & Linguistic Science

 

Clinical Medicine

 

Aston 7

Life & Health Sciences

Dundee 7

Medical School

Imperial 3

Biomedical Science

Keele 4

Obstetrics & Gynaecology

Leeds 1

Medicine

London School of Hygiene & Tropical Medicine 7

Public Health & Policy

Northampton 6

Nene Centre for Healthcare Education

Nottingham 1

School of Human Development

Plymouth 2

Institute of Health Studies

York 3

Health Science & Clinical Evaluation

 

 

JUSTEIS sample by institution

 

X = no departments within this discipline. "Departments" taken at level given in listings on HEI web pages; descriptions include Faculty, School, Division, Department, Centre

 

 

Pure & Applied Science

Maths & Engineering

Pure & Applied Social Science

Humanities & Arts

Clinical Medicine

Abertay (Dundee) 8

   

Law

   

Aston 7

Psychology & Human Biology

 

 

Chemical Engineering & Applied Chemistry

 

Languages & European Studies

Life & Health Sciences

UWA Bangor 4

 

Mathematics

     

Birmingham 1

School of Physics & Astronomy

       

Bretton Hall (Wakefield) 9

X

X

Faculty of Education & Social Studies

 

X

 

Centre for Materials Science

International Business & Accounting

   

Dundee 7

       

Medical School

Imperial College 3 (London)

Chemistry

Aeronautics

Management School

 

Biomed. Sciences

Keele 4

School of Physics & Chemistry

 

School of Politics etc

 

Obstetrics & Gynaecol.

Lancaster 4

Psychology

 

Law

 

X

Leeds 1

 

Civil Engineering

 

Philosophy

Medicine

London School of Hygiene & Tropical Medicine 7

X

X

X

X

Public Health & Policy

Middlesex 2

     

Art, Design & Performing Arts

X

Manchester Metropolitan University

 

Electrical & Electronic Engineering

   

X

Newcastle 3

School of Biochemistry & Genetics

   

Religious Studies

 

UC Northampton 6

   

School of Behavioural Studies

 

Nene Centre for H'lthcare Education

 

 

 

Northern College of Education (Aberdeen & Dundee) 9

 

Mathematics

 

Language

X

Nottingham 1

 

School of Mechanical etc

School of Education

 

School of Human Dev'ment.

Plymouth 2

Geological Sciences

School of Computing

Social Policy & Social Work

Faculty of Arts & Education

Institute of Health Studies

Reading 4

     

Classics

X

College of Ripon & York St John 6

Social, Environment Health & Life Sciences

   

Humanities

X

Royal College of Art (London) 8

X

X

X

any

X

South Bank 5

     

Division of English

 

Southampton Institute 5

X

Maritime

Business School

 

X

York 3

Physics

   

Language & Linguistic Sciences

Health Sciences & Clinical Eval.

ALB 1 Oct 1999

 


APPENDEX 5: FINAL LIST OF CONTRIBUTING HEIs (BOTH STRANDS)

Abertay (Dundee)

Aberystwyth (Pilot)

Anglia

Aston

Bath

Birmingham

Bolton

Bournemouth

Bradford

Bretton Hall (Wakefield)

Brighton

Bristol

Brunel

Buckinghamshire Chilterns

Canterbury

Central Lancashire

City

Coventry

Cranfield

De Montfort

Derby

Dundee

Durham

Glamorgan

Imperial College (London)

Institute of Child Health (London)

Keele

Lancaster

Leeds

London School of Hygiene & Tropical Medicine

Manchester Metropolitan University

Middlesex

Newcastle

Newman College (Pilot)

UC Northampton

Northern College of Education (Aberdeen & Dundee)

Nottingham

Plymouth

Reading

College of Ripon & York St John

Rockefeller Medical Library

Royal College of Art (London)

South Bank

Southampton Institute

St Andrews (Pilot)

Swansea

Trinity Carmarthen

University of Wales Bangor

University of Wales College of Medicine

University College London

York


APPENDIX 6: FIRST E-MAIL SENT TO MAIN SURVEY DEPARTMENTS

Emails sent as follows:

To the Faculty Heads/Dept. HODs/Administrators

The Joint Information Systems Committee (JISC) of the Higher Education Funding Councils has funded a major research project on the monitoring and evaluation of user behaviour in information seeking and use of information technology and information services in UK Higher Education (JISC Circular 1/99). A team at Aberystwyth has been selected to undertake two of the four strands in this JISC project.

The research work involves interviewing a sample of students and staff at HE institutions throughout the UK, ensuring that the sampling frame includes a range of types of departments, disciplines, staff (academic and academic-related) and students. The aim is to inform JISC about likely trends in usage of electronic information services of all varieties.

Your institution and department have been randomly selected for this exercise, and we hope that you will be able to co-operate with us. A further random sample of your staff and students would be selected and asked to take part in a short telephone or face-to-face interview.

To this end, we should be very grateful if you would provide us with a list of staff (academic and academic-related) in your department, and also a list of students (or student IDs), including postgraduate (taught and research), undergraduate (1st, 2nd & final years - full-time, part-time and distance learning).

We will be contacting you shortly by phone to discuss this proposal further.

If you have any immediate questions please contact:

Christine Urquhart , email cju@aber.ac.uk tel. 01970-622162 fax 01970-622190, DIS, Dept. Information Studies, University of Wales Aberystwyth, Aberystwyth, SY23 3AS

 


APPENDIX 7: INITIAL E-MAIL TO LIBRARIANS OF PARTICIPATING INSTITUTIONS

Dated end October/early November 1999

The Joint Information Systems Committee (JISC) of the Higher Education Funding Councils has funded a major research project on the monitoring and evaluation of user behaviour in information seeking and use of information technology and information services in UK Higher Education (JISC Circular 1/99). A team at Aberystwyth has been selected to undertake two of the four strands in this JISC project.

The research work involves interviewing a sample of students and staff at HE institutions throughout the UK, ensuring that the sampling frame includes a range of types of departments, disciplines, staff (academic and academic-related) and students. The aim is to inform JISC about likely trends in usage of electronic information services of all varieties.

Your institution has been randomly selected for this exercise, and some departments have been approached to include in the sample. This is merely to inform you [as librarian] of the situation and ask if you would be prepared to answer some questions in the future, if requested?

We will be contacting you shortly by phone to discuss this proposal further.

If you have any immediate questions please contact:

Christine Urquhart

email cju@aber.ac.uk

tel. 01970-622162

fax 01970-622190

 

 


APPENDIX 8: EXCEPTION PLAN ADVISORY LETTERS

 

 

Dear

 

Thank you for agreeing to see us tomorrow (9th May). We will find our way to the Staff Common Room (hopefully) for 12.30pm.

 

I hope this information will make it a little clearer what the project is hoping to achieve and how you can help us - Our project is a JISC-commissioned study of the use of electronic information resources in UK higher education institutions, and we are trying to cover the whole spectrum of academic disciplines across the institutions studied (3 in Wales). We hope that you will be able to facilitate access to students in your department for the distribution of questionnaires, and also to 'round-up' 5 students for personal interviews. We are looking at two possible methods of distribution for the questionnaires - either via e-mail (if students' e-mail addresses are available) or by paper copies, but whichever method is used, we would appreciate your support in encouraging the students to respond. We will be happy to tell you more when we meet you, but if you want any further information, the web site for the project is http://www.dil.aber.ac.uk/DIS/Research/Justeis/JISCTop.htm

 

Thanks, see you tomorrow.

 

 

**************************************************************

 

Dear

Thanks for talking with me over the phone this morning. Just to recap, what we are asking of you is to find us 1 "electronic information-friendly" lecturer each from 3 departments (preferably History, Education and Sports Studies, but anywhere else, if those don't work out), who would be willing to cooperate in our JISC-commissioned study of the use of electronic information resources in UK HEIs. (We are actually looking for 2 departments per institution, but are going for 3 now, to have one spare.) We are not going for similar departments at each institution, but across the 3 institutions in the sample we hope to cover the whole spectrum of academic disciplines.

 

The Web site for the project is at URL http://www.dil.aber.ac.uk/DIS/Research/Justeis/JISCTop.htm

 

We will be asking the lecturers to facilitate access to students in their departments.

This will entail a couple of meetings with project staff, distributing questionnaires to students (and encouraging them to respond), and also rounding up about 5 of them for personal interviews. In addition to the 5 personal student interviews, we will be distributing about 1,000 e-mail questionnaires (spread across the 6 departments in 3 institutions, not 1,000 per institution!), and we might need help from them in gathering e-mail addresses or otherwise distributing the questionnaires. The extent of their involvement in distributing the e-mail questionnaires depends largely on how accessible student e-mail addresses are to us. We've found that some institutions will quite happily supply us with a photocopied list of student names and e-mail addresses (or even have them posted on the WWW); others will do mass e-mailing for us, but can't give out the addresses; others are unwilling or unable to help at all because of the way their institution or department treats the privacy legislation. On that score, are you able to tell me what the Trinity policy is on giving out student e-mail addresses?

 

Thank you very much for your cooperation.

Yours sincerely,

 

 

 


APPENDIX 9: E-MAIL TO ENLIST STAFF AND STUDENT VOLUNTEERS

RE: JUSTEIS (JISC Usage Surveys: Trends in Electronic Information Services)

 

The Joint Information Systems Committee (JISC) of the Higher Education Funding Councils has funded a major research project on the monitoring and evaluation of user behaviour in information seeking and use of information technology and information services in UK Higher Education (JISC Circular 1/99). A team at Aberystwyth has been selected to undertake two of the four strands in this JISC project.

 

The research work involves interviewing a sample of students and staff at HE institutions throughout the UK, ensuring that the sampling frame includes a range of types of departments, disciplines, staff (academic and academic-related) and students. The aim is to inform JISC about likely trends in usage of electronic information services of all varieties.

 

Your institution and department have been randomly selected for this exercise, and we hope that you will be able to co-operate with us. We would like you to attend a short face-to-face interview during the week (date supplied) at a venue to be decided. [NB version for staff replaces previous sentence with: We would like you to take part in a telephone interview during the week (date supplied)]. Those people agreeing to be interviewed will be entered for a small prize draw at the end of the exercise. Interviews will be no longer than 20 minutes and all information will be treated strictly confidentially - no institution, department or individual will be identified in the results as JISC are only concerned with overall trends of system use.

 

If you would be interested in taking part in this exercise please contact, as soon as possible:

 

Christine Urquhart
email: cju@aber.ac.uk
tel: 01970 622162
fax: 01970 622190
Department of Information & Library Studies
University of Wales
Llanbadarn Fawr
Aberystwyth
Ceredigion
SY23 3AS

 


APPENDIX 10: SURVEY INSTRUMENT (STRAND A)

3 Dec. 1999

 

Note: Explanatory information will be emailed to participants prior to interview

 

Project authority

This research project is being conducted on behalf of the Joint Information Systems Committee (JISC) of the Higher Education Funding Councils, and your department has given us permission to survey a small sample of staff and students.

 

Purpose of project

We are surveying patterns of use of electronic information services by students, academics and librarians across all sectors and disciplines within Higher Education in the UK, in order to inform JISC about likely trends in the use of electronic information services of all varieties.

 

Why you have been chosen

A sample of different types of university and, within them, departments representing various academic disciplines, has been chosen at random. Within your department you have also been chosen at random for interview.

 

Anonymity

All the information you give us will be treated confidentially; no individuals, departments or universities will be identified in our results and we will report only overall trends and statistics.

 

 

Welcome and introductions.

 

Check that interviewee has read the above (email).

 

Any questions?

 

Explain recording method(s)

 

 

Q1 Check that basic details are correct

 

 

 

ALL USERS

 

Institution

 

Department/School

 

Sex

Male

Female

Age

under 20

20-29

30-39

40-49

50-59

60 & over

First language (if not English) or country of education (if not UK)

 

Special needs?

Dyslexia; blind or partially sighted; deaf or hearing impairment; wheelchair user or mobility difficulties; personal care support; mental health difficulties; an unseen disability e.g. diabetes, epilepsy or asthma; multiple disabilities; other disability

Access to networked computers

At work?

At home? University network or own ISP?

 

 

STUDENTS

Student

Full-time

Part-time

Distance learning

Where live?

On campus

Off campus

Undergraduate

Year

Postgraduate

Taught/Research

Degree subject

 

 

STAFF

Type

Teaching staff

Research staff

 

Full-time

Part-time

Main teaching & research areas

 

 

LIBRARY STAFF AS USER

Professional specialism

 

Subject area(s)

 

 

 

We're using two approaches to gather information. For the first, we'd like you to think back over the last week or so...

 

 

Q2 Can you think back to an occasion during the last week or so when you needed to find information that you personally didn't have, and which involved your using a computer?

 

Prompts:

  • professional, academic, personal
  • can be informal or formal
  • simple to complex
  • sources: local, national or world, CD-ROM, Internet search, Web pages, database, dataset, databank, online texts...

 

 

Q3 We now need as much detail as you can remember about what you did, please

 

Prompts:

  • what source(s) and service(s) did you use? PROBE use of BIDS, OCLC, ATHENS, MIMAS/MIDAS, WoS to ascertain database(s) used. If necessary, use decision tree flowchart (not attached to this draft)
  • what led you to use this source? e.g. was this prompted by someone's suggestion (lecturer, peer, colleague), prompted by reading about this resource? where?
  • were there alternative sources you might have used?
  • where was the computer workstation which you used? e.g. office, home/room, library, public workstation room, laboratory
  • did you ask anyone for help? friend, colleague, help desk, library staff
  • was it urgent / on-going?
  • when did you actually start / complete the search?
  • how much time did you spend on this?

 

Were you aware of using more than one source, moving from one to another? e.g. clicked on link from bib. reference to go to full text of article, from website to website, from search engine results to website

 

 

 

Q4 Why did you need this information? What were you trying to achieve?

  • what did you do with the information? Will it have another use later on? e.g. use in research paper, lecture, assignment, dissertation etc.

 

Purpose/Reasons for use

 

NB Make notes then categorise later but use as prompts if necessary

(based on Saracevic & Kantor taxonomy) NOT MUTUALLY EXCLUSIVE

 

research - personal

research - funded

dissertation or thesis

project work

paper, report, article (writing or starting)

bibliography, references, citations (compiling, checking)

assignment for course or degree

exam or test revision

teaching (preparation, gathering material)

presentation

proposal for research funding

job search, application, interview preparation

planning some activity or work

administration e.g. student records

online shopping

delegated work (doing it for someone else)

to learn or confirm something

keeping up-to-date or catching up with topic

pleasure, leisure, recreation, curiosity

to reduce stress or worry

using instead of other choices (sources, people)

get a book etc from library

using document delivery

reserving item

other - please specify

 

 

Q5 Did you find the information you wanted or are you still looking?

(effectiveness of search; degree of satisfaction with results)

 

Prompts:

  • question modified
  • question answered
  • abandoned
  • delegated the process
  • successful - how success measured?
  • any problems? e.g. availability, content, completeness, currency, timeliness, accessibility, format, accuracy, quality, convenience, effort of use, procedures and policies (e.g. needed password)

 

Q6 Was this an unusual search for you? What type searches of electronic information sources do you usually do and how often?

 

 

Thank you. Now we'd like to use a slightly different approach, by looking at factors which affect what you are currently trying to achieve on professional, academic and personal fronts.

 

Q7 What are your current objectives? What do you need to accomplish in the near future?

e.g. professional, academic, personal; this term/semester/academic year

marking, completing coursework, securing finance, buying goods, booking holiday, research funding, writing papers, contacting friends, etc?

 

Q8 What sort of stuff do you need to get there?

identify a limited number of areas in which satisfactory results will ensure success; vital factors only, core issues

 

 

Q9 What information do you need to help you achieve your objectives?

relate to factors, emphasis on electronic information

 

 

Q10 What electronic information sources are important to you and your work? What can't you do without?

do you need to access other electronic information which is not presently available to you?

are there other sources which you have heard about and intend to look at/use sometime?

what electronic information services/sources do you regularly use?

 

Use prompts from short list as necessary (see below)

 

Thank you very much for your time. The results of our research will be published ...

 

EIS checklist

 

 

always get as much detail as possible

email

discussion list, news group

professional/academic use

personal use

own HEI website or services

student records

timetables

local information

lecture notes

courseware

library catalogues

own HEI OPAC

other HEIs

COPAC

BL

other

electronic journals

single journal ) CD-ROM or web

collection )

publisher

pre-prints

document delivery

Internet/WWW

search engine(s) - which one(s)

bibliographic (explain) databases - which service, which database(s)

gateways

other sites

CD-ROM

networked

stand alone

statistical/numeric datasets, text archives

local

other

electronic collection management system (LIS staff only)

 

 

 

 

Interviewer's checklist

 

 

Question

 

Tick

Q3

EIS service and sources used

 
 

Why choose this source?

 
 

Alternative sources?

 
 

Location of computer workstation used

 
 

Asked others for help?

 
 

Urgent or on-going search?

 
 

When start / complete search?

 
 

How much time spent?

 
 

Awareness of moving from one source to another

 

Q4

Why needed information?

 
 

What trying to achieve?

 
 

What did with information?

 
 

Use information again later?

 

Q5

Found what wanted or still looking?

 
 

Effectiveness of search, satisfaction with results

 
 

Any problems?

 
     

Q6

Unusual search?

 
 

What types of search and how often?

 
     

Q7

Objectives?

 

Q8

Stuff needed to get there?

 

Q9

Information needed to help achieve objectives?

 
     

Q10

Important EIS, can't do without?

 
 

Access to others not currently available?

 
 

Intend to use others?

 
 

EIS used regularly (prompts)

 

APPENDIX 11: E-MAIL AND POSTAL SURVEY INSTRUMENT (STRAND A)

Various versions of this questionnaire were used, with different opening instructions and some variations to the questions. The variant sections are italicised. The format displayed here is not necessarily that used in the email or postal survey instrument.

 

(Dear [name]

 

Thank you very much for replying. Perhaps you would be good enough to fill in the questionnaire below and return it to me. tWould you please think about a particular information seeking tincident and describe it in detail and then fill in the answers taccordingly.) (variation for academic staff volunteers)

 

Questionnaire on Your Use of Electronic Information Services by the Joint Information Systems Committee of the Higher Education Funding Councils

The JUSTEIS Project

 

Many of you will remember that in January this project was trying to organise interviews with you and the other students who are now receiving this questionnaire. If you were interviewed, please read no further and do not fill in a questionnaire. If we failed to agree a time or to meet you for some reason, please _DO_ fill in this questionnaire and send it back to cju@aber.ac.uk.

(variation : in the freepost envelope provided – some other local arrangements were made in some institutions for central collection of these)

 

If you reply with a complete questionnaire you will be entered in the music token prize draw automatically.

 

The project is surveying patterns of use of electronic information services by students, academics and librarians across all sectors and disciplines within Higher Education in the UK. It is important to gather this information so that appropriate services can continue to be supplied to you. The questionnaire will only take a few minutes. So PLEASE DO FILL IT IN and RETURN IT! (variation in font used for last sentence to embolden some text instructions for postal questionnaires)

 

Firstly, please think back to an occasion during the last week or so when you needed to find information that you personally did not have, and which involved you using a computer. (The need may have been personal or academic, as simple as you like, and may have required the use of anything from the Internet to CD-ROMs, databases, e-mail, online texts, etc.) (variation for postal questionnaires: paragraph in bold text)

 

Now please answer the following questions (place an "X" between the "[ ]" or type an answer):

 

(Pre-question: Please describe the incident in detail in this space: i.e. what you were looking for, why you chose the source/service you used, was there an alternative you could have used, how long it took, did you need help, where the search took place....) (Variation inserted in later instruments to encourage respondents to think of one occasion in particular)

 

 

 

1. Was the information search for:

assignment for course [ ]

background reading/research [ ]

preparation for project or

field work [ ]

dissertation or thesis [ ]

a paper or report [ ]

bibliography, reference

checking [ ]

exam or test revision [ ]

seminar or class presentation [ ]

proposal for research

or project [ ]

job search or application [ ]

planning some activity [ ]

online shopping [ ]

someone else - you did the

search for them [ ]

 

2. What resources did you use?

Please give as many details as you can about the electronic sources you used. These may have been email, CD-ROM, the library catalogue, the Internet (and which search engine, for example?) or other databases.

 

 

 

 

 

 

 

 

 

 

 

 

3. What led you to this resource?

Lecturer/tutor suggestion [ ]

Another student [ ]

Read about it [ ]

Library induction/course [ ]

Library staff advice [ ]

Other [ ]

4. Did you find the information you wanted?

yes [ ]

or no [ ]

or some [ ]

5. Was this a normal or usual kind of search for you?

yes [ ]

or no [ ]

6. Please list other kinds of electronic information resources which you use from time to time - have you any favourites?

 

 

 

 

 

Finally please let us know:

7. Are you male [ ]

female [ ]

 

8. Are you under 20 [ ]

20-29 [ ]

30-39 [ ]

40-49 [ ]

50-59 [ ]

60 and over [ ]

9. What is your department?

 

 

10. What is your first language?

 

 

11. Do you have any special needs? (e.g dyslexia or hearing difficulties) yes [ ]

no [ ]

12. Do you have access to a networked computer in the department?

yes [ ]

no [ ]

 

Do you have access to a networked computer from your term-time address?

yes [ ]

no [ ]

If yes, is this a university connection [ ]

Or your own Internet service provider [ ]

13. Are you

full-time [ ]

or part-time [ ]

or a distance learner [ ]

14. Do you live: on campus [ ]

off campus [ ]

15. Are you post-graduate [ ]

Is this a taught course [ ]

or by research [ ]

16. Are you undergraduate [ ]

What year:

1 [ ] or 2 [ ] or 3 [ ] or 4 [ ] or 5 [ ]

17. What is your degree subject?

(What is your subject area?) (Variation used for staff)

 

Many thanks for your time. No information you have included will be linked with you or to the institution.

 

Good luck with your course.

 

You will be entered for the prize draw for a music voucher.

 

PLEASE RETURN TO: cju@aber.ac.uk
Christine Urquhart
DIS, Dept. Information Studies
University of Wales Aberystwyth
Aberystwyth
SY23 3AS
UK
tel. 01970-622162
fax 01970-622190, email cju@aber.ac.uk

 


APPENDIX 12: SURVEY INSTRUMENT (STRAND C: PURCHASING INTENTIONS)

(Set out in sets of questions – dealing with perceptions of services to users, then dealing with some of the management and budgeting issues, then moving on to evaluation and ‘futures’ issues)

 

  1. What do you perceive to be the main benefits to users of electronic information services? (May need to indicate electronic journals, access to databases, datasets and may need to differentiate between staff and students)
  2. Are there any drawbacks as far as the users are concerned?
  3. Can you give me some idea of some of the current concerns you have? Are there changes in your environment/HE institution which may affect your ability to plan effectively for EIS?
  4. Do you have any special arrangements for departmental libraries, remote campuses or distance learning students – or other students not on site for a good proportion of their course?
  5. (Moving on to management issues) What are some of the management implications of these electronic information services – could we cover the ways you have had to make staffing changes to cope with service changes?
  6. How do you go about the organisation, development and maintenance of the Web site?
  7. How do you deal with the licensing issues (print/electronic bundling, long-term vs short term agreements?) What about collaborative arrangements with other HE institutions – how do you feel this works – or could work?
  8. Has the advent of EIS affected your existing arrangements for departmental allocations, for example (or departmental contributions)?
  9. If there are several routes to obtaining an EIS – how do you choose amongst these? (basis of service provider, bundling with existing services – or random choice?).
  10. How do you, for example, choose between the various NESLI deals on offer? ( is there a formal collection development strategy?)
  11. Are subject based deals of more interest to you than publisher based deals? (particularly with a view to charging departments, for example?).
  12. How do you view the future of electronic journals for you? How do you manage the e-journals in relation to the existing periodicals functions?
  13. How does use of e-journals and EIS affect the way printing / photocopying services are organised – and financed? Have you any evidence for preferences of users for table of contents/abstracts versus full text?
  14. How do you obtain feedback on usage of EIS? How effective do you judge your provision of EIS to be? How would you expect to assess the performance of the services?

One route for reducing journal subscription costs might be for authors to pay for submission (page costs). How might this affect your institution?

 


APPENDIX 13 - SURVEY INSTRUMENT (STRAND C: WEB SITE SURVEY)

 

HEI

Date:

Time spent:

JISC/CHEST

Other online

Web Database

Data sets

Text archives

Gateway/RDN

Own OPACs

Other OPACs

Other Web sites

Current Awareness/ SDI

IAS/DocDel

E-jnl collections

Single e-jnls

Individual publishers

Pre-prints

Local EIS

Search Engines

e-Colln Mngmnt

Other Web EIS

 


APPENDIX 14 NUD*IST HIERARCHY OF CATEGORIES

 

Q.S.R. NUD*IST Power version, revision 4.0.

Licensee: Justeis Project.

 

(D) //Document Annotations

(F) //Free Nodes

(F 1) //Free Nodes/Lack of Confidence

(F 3) //Free Nodes/likes

(F 2) //Free Nodes/technophobia

(I) //Index Searches

(I 1) //Index Searches/1st yr UGs and preferences

(I 11) //Index Searches/3rd years & lack of awareness

(I 6) //Index Searches/Age & Attitudes Matrix Node.

(I 5) //Index Searches/gender & attitude Matrix Node.

(I 9) //Index Searches/Gender & Tutor pointer Matrix Node.

(I 7) //Index Searches/Institution and problems Matrix Node.

(I 4) //Index Searches/PGs and Attitudes Matrix Node.

(I 2) //Index Searches/student gender Matrix Node.

(I 10) //Index Searches/UGs & attitudes Matrix Node.

(I 8) //Index Searches/UGs & Own ISPs Matrix Node.

(I 3) //Index Searches/undergraduate & staff pointer Matrix Node.

(T) //Text Searches

(T 1) //Text Searches/Access

(T 2) //Text Searches/Hotmail

(T 7) //Text Searches/opac

(T 3) //Text Searches/our web page

(C) //Node Clipboard - 'TextSearch195'

(4) /Attitudes

(4 4) /Attitudes/Behaviour change

(4 8) /Attitudes/Being cool

(4 9) /Attitudes/formal vs informal

(4 7) /Attitudes/IT confidence

(4 3) /Attitudes/Learning and CPD

(4 2) /Attitudes/One-up-manship

(4 5) /Attitudes/Preferences

(4 1) /Attitudes/Time spent

(4 1 1) /Attitudes/Time spent/intermittent

(4 10) /Attitudes/visibility of eis

(4 6) /Attitudes/wish lists

(1) /Base Data

(1 2) /Base Data/Age

(1 2 2) /Base Data/Age/20-29

(1 2 3) /Base Data/Age/30-39

(1 2 4) /Base Data/Age/40-49

(1 2 5) /Base Data/Age/50-59

(1 2 6) /Base Data/Age/60 and over

(1 2 1) /Base Data/Age/under 20

(1 1) /Base Data/Gender

(1 1 1) /Base Data/Gender/Female

(1 1 2) /Base Data/Gender/Male

(1 9) /Base Data/Institution Type

(1 9 2) /Base Data/Institution Type/Large, New

(1 9 1) /Base Data/Institution Type/Large, Old, Russell

(1 9 6) /Base Data/Institution Type/Medium, College HE

(1 9 5) /Base Data/Institution Type/Medium, New

(1 9 4) /Base Data/Institution Type/Medium, Old, Non-Russell

(1 9 3) /Base Data/Institution Type/Medium, Old, Russell

(1 9 9) /Base Data/Institution Type/Small, College HE

(1 9 8) /Base Data/Institution Type/Small, New

(1 9 7) /Base Data/Institution Type/Small, Old, Non-Russell

(1 3) /Base Data/Language

(1 3 1) /Base Data/Language/English

(1 3 2) /Base Data/Language/Other

(1 7) /Base Data/Lives

(1 7 2) /Base Data/Lives/Off Campus

(1 7 1) /Base Data/Lives/On Campus

(1 5) /Base Data/Network Access

(1 5 2) /Base Data/Network Access/At Home

(1 5 2 2) /Base Data/Network Access/At Home/Own ISP

(1 5 2 1) /Base Data/Network Access/At Home/University Network

(1 5 1) /Base Data/Network Access/At work

(1 4) /Base Data/Special Needs

(1 4 4) /Base Data/Special Needs/Deaf

(1 4 2) /Base Data/Special Needs/Dyslexia

(1 4 3) /Base Data/Special Needs/Immobility

(1 4 1) /Base Data/Special Needs/None

(1 4 5) /Base Data/Special Needs/Other

(1 8) /Base Data/Staff

(1 8 3) /Base Data/Staff/Both

(1 8 6) /Base Data/Staff/Full-time

(1 8 4) /Base Data/Staff/LIS

(1 8 7) /Base Data/Staff/Part-Time

(1 8 2) /Base Data/Staff/Research

(1 8 5) /Base Data/Staff/Subject Area

(1 8 5 1) /Base Data/Staff/Subject Area/Clinical Medicine

(1 8 5 2) /Base Data/Staff/Subject Area/Humanities, Arts

(1 8 5 3) /Base Data/Staff/Subject Area/Maths, Engineering

(1 8 5 4) /Base Data/Staff/Subject Area/Pure and Applied Sciences

(1 8 5 5) /Base Data/Staff/Subject Area/Pure and Applied Social Sciences

(1 8 1) /Base Data/Staff/Teaching

(1 6) /Base Data/Student

(1 6 6) /Base Data/Student/Degree Subject

(1 6 6 1) /Base Data/Student/Degree Subject/Clinical medicine

(1 6 6 2) /Base Data/Student/Degree Subject/Humanities, Arts

(1 6 6 3) /Base Data/Student/Degree Subject/Maths, Engineering

(1 6 6 4) /Base Data/Student/Degree Subject/Pure and Applied Sciences

(1 6 6 5) /Base Data/Student/Degree Subject/Pure and Applied Social Sciences

(1 6 5) /Base Data/Student/Distance learning

(1 6 3) /Base Data/Student/Full-Time

(1 6 4) /Base Data/Student/Part-Time

(1 6 2) /Base Data/Student/Postgraduate

(1 6 2 2) /Base Data/Student/Postgraduate/PhD

(1 6 2 1) /Base Data/Student/Postgraduate/Taught Masters

(1 6 1) /Base Data/Student/Undergraduate

(1 6 1 1) /Base Data/Student/Undergraduate/1st year

(1 6 1 2) /Base Data/Student/Undergraduate/2nd year

(1 6 1 3) /Base Data/Student/Undergraduate/3rd year

(1 6 1 4) /Base Data/Student/Undergraduate/4th year

(8) /Benefits of EIS

(8 6) /Benefits of EIS/add-ons

(8 4) /Benefits of EIS/desktop access

(8 5) /Benefits of EIS/ease of searching

(8 7) /Benefits of EIS/freebies

(8 3) /Benefits of EIS/multiple use

(8 1) /Benefits of EIS/offcampus access

(8 2) /Benefits of EIS/security (preservation)

(7) /Liaison

(7 8) /Liaison/converging services

(7 2) /Liaison/Dept-LIS

(7 6) /Liaison/lis pointer

(7 5) /Liaison/lis training

(7 1) /Liaison/lis training evaluation

(7 10) /Liaison/lis-lis agreements

(7 7) /Liaison/new service, support

(7 4) /Liaison/student pointer

(7 9) /Liaison/teaching and learning

(7 3) /Liaison/tutor pointer

(7 3 1) /Liaison/tutor pointer/tutor devised web site

(9) /LIS planning

(9 12) /LIS planning/access negotiations

(9 12 1) /LIS planning/access negotiations/publishers' deals

(9 12 1 1) /LIS planning/access negotiations/publishers' deals/bundling

(9 12 8) /LIS planning/access negotiations/subject based deals

(9 6) /LIS planning/budgeting

(9 14) /LIS planning/charging

(9 14 1) /LIS planning/charging/income

(9 7) /LIS planning/collection development evaluation

(9 11) /LIS planning/copyright

(9 9) /LIS planning/eis performance evaluation

(9 9 2) /LIS planning/eis performance evaluation/staff feedback

(9 9 1) /LIS planning/eis performance evaluation/student surveys

(9 9 3) /LIS planning/eis performance evaluation/usage data

(9 2) /LIS planning/government policies

(9 2 1) /LIS planning/government policies/space needs

(9 13) /LIS planning/HEI restructuring

(9 1) /LIS planning/hybrid libraries

(9 10) /LIS planning/journal subscriptions

(9 10 2) /LIS planning/journal subscriptions/print journal cancellation

(9 5) /LIS planning/licensing

(9 5 2) /LIS planning/licensing/password access

(9 5 1) /LIS planning/licensing/walk-in access

(9 15) /LIS planning/scholarly communication

(9 15 12) /LIS planning/scholarly communication/direct web archiving

(9 8) /LIS planning/SLAs

(9 4) /LIS planning/staffing

(9 4 2) /LIS planning/staffing/downsizing

(9 4 1) /LIS planning/staffing/staffing structure

(9 3) /LIS planning/uncertainties

(10) /Lis web site

(10 1) /Lis web site/development strategy

(6) /Miscellaneous Use

(6 2) /Miscellaneous Use/bookmarks

(6 6) /Miscellaneous Use/downloading references

(6 9) /Miscellaneous Use/home use

(6 8) /Miscellaneous Use/isp home

(6 5) /Miscellaneous Use/Local holdings

(6 4) /Miscellaneous Use/Making contact

(6 1) /Miscellaneous Use/printing

(6 1 1) /Miscellaneous Use/printing/photocopying

(6 3) /Miscellaneous Use/search strategies

(6 7) /Miscellaneous Use/videoconferencing

(11) /Other Access

(11 3) /Other Access/Expectations

(11 2) /Other Access/Staff wants

(11 1) /Other Access/Student wants

(3) /Problems

(3 9) /Problems/casual or chaotic use

(3 6) /Problems/Cultural differences

(3 2) /Problems/email problems

(3 1) /Problems/IT facility problems

(3 4) /Problems/lack of awareness

(3 8) /Problems/language

(3 10) /Problems/page subs.

(3 5) /Problems/quality of information

(3 7) /Problems/special needs

(3 3) /Problems/web page navigation

(2) /Purpose

(2 1) /Purpose/Assignment

(2 2) /Purpose/Background research

(2 6) /Purpose/Bib check

(2 13) /Purpose/For someone else

(2 10) /Purpose/Job search

(2 15) /Purpose/Other

(2 15 1) /Purpose/Other/administration

(2 5) /Purpose/Paper

(2 11) /Purpose/Planning

(2 8) /Purpose/Presentation

(2 3) /Purpose/Project

(2 9) /Purpose/Proposal

(2 14) /Purpose/Recreational

(2 7) /Purpose/Revision

(2 12) /Purpose/Shopping

(2 4) /Purpose/Thesis

(5) /Usefulness

(5 10) /Usefulness/browsing

(5 11) /Usefulness/conference organisation

(5 4) /Usefulness/Curiosities

(5 3) /Usefulness/Examples

(5 3 1) /Usefulness/Examples/Tests

(5 5) /Usefulness/Information presentation

(5 2) /Usefulness/lifting 'ready made'

(5 1) /Usefulness/opinions,debate

(5 6) /Usefulness/Organisational policies

(5 9) /Usefulness/research evidence

(5 7) /Usefulness/Using other libraries

(5 8) /Usefulness/What's new

 


APPENDIX 15: MINUTES OF ADVISORY BOARD MEETINGS

 

JUSTEIS Project Advisory Board First Meeting

24 November 1999

Department of Information & Library Studies, UWA

 

Present: Ray Lonsdale (Chair), David Stoker (Minutes), Christine Urquhart, Lucy Tedd (UWA DIS), Chris Armstrong, Roger Fenton, (Information Automation), Anne Barker, Rhian Thomas, (Project Researchers) Jennifer Rowley, David Harrison (JISC) Sandra Morris (UWA Information Services), Michael Keen (External adviser)

Apologies: Linda Banwell (University of Northumbria)

1. Project progress to date

David Stoker gave a brief progress report to date. - There had been a meeting with JISC Scientific Adviser on 13 September to agree definitions and methodologies. Since then a Project Board had been established with regular progress meetings, a Web site set up, press releases disseminated. Project research staff been appointed, and tasks allocated. The staff due to carry out the surveys have attended training courses for qualitative and quantitative data analysis. The date for the survey had been put back to January. Other items on the report were substantive agenda items.

2. Confirmation of the EIS Taxonomy & Definitions

The EIS taxonomy and definitions document was approved, and had been communicated to Northumbria, but no response had been received. It was pointed out that this was not a true taxonomy, but a list of categories with definitions and examples for use when conducting interviews. It had only been found necessary to use it on one occasion during the pilots. LAT suggested that it could form the basis of a useful publication.

3. Literature Review

The literature review had been compiled using LISA, BUBL, Current Cites and Alta Vista, and entries identified had been integrated with those found by the University of Northumbria. 285 items had identified, of which 185 were being examined in detail. The Review as 70% written up. Nothing significant had been found to date, most of the identified studies were insufficiently detailed to be useful to the project. However did confirm the need for such studies.

4. Confirmation of Sample

The sampling frame had already been circulated . Early indications were that several reminders would be required, and there were inevitable delays at some sites where different data protection registration arrangements. The intial plans had been to sample randomly the discipline cluster – but we may have to compromise on this and use a minimum number plus a percentage at each site. We have lists from around 9 sites already.

 

5. Confirmation of Survey Instruments

Version 8 of the instrument had been circulated to take account of earlier comments. Any further discussion would need to wait until the completion of the pilot survey.

6. Pilot Survey

Christine Urquhart, gave a verbal report of the preliminary results from the pilot survey. It started on 17 November involving 40-50 interviews, from University of Wales department of International Politics, Schools of Business and Management and institute of Biological Sciences (selected for reasons concerned with the nature of the student body, and convenience of location. A convenient room required for tape recording interviews, and entire interview takes around 10-15 minutes. Students had proved harder to enlist than staff.

The implications for the phase were:

    • No changes required to the length of the interview schedule.
    • Need to provide an incentive to student participation (prize draw).
    • Site checks with librarian need to include advice on suitable room for interviews.
    • Need to check for consistency of interviewer procedures.
    • Strand C will need to be completed during vaction periods when students are away.

From a sample of 12 interviews, the critical incident methodology appears to work well. Incidents mentioned included the checking of references, finding a paper, booking a flight, looking for a known article, using the OPAC for shelf references etc. etc. Interviewees were encouraged to talk about the incident. Can prompt for alternative sources that migh have been used and the ‘navigation used’.

The terminology used for the Critical Success Factors exercise could be a problem and new phrasing would have to be used for the survey. However, after prompting and reminders that email also consitutes an EIS, it does provide a better picture of overall needs and priorities and the ‘difference’ that EIS are likely to make to working practices. For the main phase we will need to ensure that we can match teaching/learning – to check whether academic staff are directing students towards EIS. Interviewees are sometimes vague about names of services, but it should be possible to use the taxonomy successfully in the analysis but some examples may be difficult to classify.

JR said that it was important for Strand A to seek to develop measures for future comparison, and not too delve too deeply – it should be looking at trends, rather than details.

7. Strand C Web Survey discussion of draft document -

Chris Armstrong produced version 1 of an outline document for recording the results of the Web survey. There was some discussion over exactly what should be counted in the survey. It was agreed that a preliminary investigation would be made of 25 web sites to identify the potential difficulties involved.

 

8. Publicity and dissemination issues

Press releases have been circulated to appropriate publications and a message about the project disseminated through various email lists. An entry for Current Research in LIS, had also been prepared.

The JUSTEIS web site was operational but after discussion with David Harrison, it was decided that should be transferred from the IAL site to the Department’s own Web server to accord with the normal practices of JISC projects.

9. A.O.B -

    1. Jennifer Rowley informed the meeting regarding developments with Strand B survey of the use of JISC services. This had not been allocated following the intial call for proposals. However the JISC MAU will bring forward proposals using existing data.
    2. JISC were holding a dissemination event in London in January to advertise their services. JUSTEIS would not be directly involved, but it might be useful to send a representative.

 

 


APPENDIX 16: TEAM MEETING DATES AND OUTLINE AGENDAS

 

Date: Outline Agenda

 

1st December 1999 1. Project web site

    1. Pilot survey implications
    2. Web site survey(Strand C)
    3. Survey logistics and preparation of interim report

 

8th December 1999 1. Site chase-up for names

    1. Pilot survey analysis
    2. Main phase organisation
    3. Preparation of interim report
    4. Literature review
    5. Web site survey(Strand C)
    6. Minutes

 

15th December 1999 1. Site chase-up for names

    1. Pilot survey analysis
    2. Main phase organisation
    3. Preparation of interim report
    4. Literature review
    5. Web site survey
    6. Minutes
    7. MAU survey plans
    8. JISC call 4/99
    9. Project web site
    10. Office computers/Millennium

 

5th January 2000 1. Sites progress with staff/student lists and arrangements for room bookings

    1. Analysis of pilot interviews
    2. Strand C – pilot phase

 

13th January 2000 1. Interim report

    1. Site progress report
    2. Strand C web site survey
    3. A.O.B

 

24th & 28th January 2000 1. Interim report

    1. Site progress report
    2. Strand C web site survey
    3. Student email questionnaire
    4. Telephone interviews
    5. Strand C questionnaire
    6. A.O.B.

 

4th February 2000 1. Interim report

    1. Site progress
    2. Survey of librarians’ purchasing intentions
    3. Transcribing and analysis
    4. Student follow-up email questionnaire
    5. Web site survey

 

11th February 2000 1. Interim report

    1. Site progress
    2. Web site survey
    3. Immediate work plans for the week
    4. Transcribing

 

18th February 2000 1. Response to interim report

    1. Site progress
    2. Thank you letters/emails
    3. Web site survey
    4. Interview schedule for librarians’ purchasing intentions
    5. Communication with JISC scientific adviser
    6. Action to be taken to obtain acceptable student response

 

24th February 2000 1. Web site survey

    1. Contact with JISC scientific adviser
    2. Follow-up emails

 

7th March 2000 1. Web site survey

    1. JISC scientific adviser
    2. Follow-up email questionnaires
    3. Transcribing and analysis
    4. Other outstanding tasks

 

15th March 2000 (with JISC scientific adviser)

    1. Survey of EIS uptake (students)
    2. Survey of EIS uptake (staff)
    3. Analysis
    4. Web site survey
    5. Other aspects of the survey work
    6. A.O.B

 

21st March 2000 1. Email from scientific adviser about student participation

    1. Data collation/archiving
    2. Follow-up staff email
    3. Data collection for students
    4. Librarians’ purchasing intentions (survey)
    5. Web site survey
    6. Plans for outstanding tasks

 

28th March 2000 1. Pilot study/academic staff links

    1. Contact with JUBILEE
    2. Progress
    3. Immediate p[lans

 

6th April 2000 1. JISC exception plan

    1. Interviews of LIS managers’ purchasing plans
    2. Transcription work
    3. Academic staff interviews, follow-up emails
    4. Postal questionnaires
    5. Prize draw
    6. Thank you letters
    7. Literature review
    8. Analysis
    9. Web site survey
    10. JUBILEE meeting
    11. Report

 

26th April 2000 1. Exception plan

    1. Transcription work
    2. Prizes
    3. Progress

 

4th May 2000 1. Thank you letters/prizes

    1. Web site surveys
    2. Literature review
    3. Transcribing/Strand A analysis
    4. Steering Group meeting
    5. Exception plan

 

17th May 2000 1. Data analysis

    1. Progress on extension/exception plan
    2. Literature review and Procite
    3. Prize draw, thank you letters
    4. Anne’s departure

 

30th May 2000 1. Exception plan work

    1. Transcripts
    2. Web site survey
    3. Preparation of report

 

7th June 2000 1. Report structure

    1. Exception plan/analysis progress
    2. Final advisory board meeting
    3. JUBILEE

 

5th July 2000 1. HEINUS news

    1. JUSTEIS – liaison with JUBILEE
    2. JUSTEIS report
    3. Other outstanding tasks

 


APPENDIX 17: EXCEPTION PROJECT (SAMPLE)

 

 

Trinity College, Carmarthen (College of HE upgrading)

Initial Contact: Sally Wilkinson, Deputy Librarian: Systems

  • History – Humanities and Arts - undergraduates

Diarmait Mac Giolla Chriost

Questionnaires – distributed and collected in lecture

6 student face-to-face interviews)

  • Sports Studies – Humanities and Arts - undergraduates

Ceredig W. Emanuel, Head of Sports Studies

Questionnaires – distributed and collected in lecture

6 student face-to-face interviews

 

University of Glamorgan (New university)

Initial contact: Wayne Morris, Database Manager, also teaches Internet Skills for the Staff Development Unit.

  • Design and Advanced Technology – Maths and Engineering - undergraduates Judith Hills, Principal Lecturer, Design

Questionnaires – distributed and collected in lecture

5 student face-to-face interviews

  • Law – Social Sciences) - postgraduates

David Calderwood

Questionnaires – distributed and collected in lecture

5 student face-to-face interviews

  • Accounting and Finance – Social Sciences - undergraduates

Pru Marriott

Questionnaires only – distributed and collected in lecture

 

University of Wales Swansea (Old university non-Russell, medium)

Initial contact: Maureen Saunderson, Head, Training and Awareness, Libraries.

  • Education – Social Sciences- postgraduates

Steve Kennewell

Questionnaires – distributed in lecture and returned by students to a central collection point

5 student face-to-face interviews

  • European Business Management School –Social Sciences – postgraduate research

Dr Bill Dowsland

Questionnaires – sent out and returned via e-mail (addresses provided by Dr Dowsland), by JISC project researcher, following endorsement by Department

5 student face-to-face interviews

  • Centre for Applied Language Studies – Humanities and Arts - postgraduate research

Paul Meara

Questionnaires only – sent out and returned via e-mail. Sent by Dr Meara, and returned to JISC project researcher

 

 


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