Structured Collection Notes and Dashboard for Electronic Collections Management

Abstract

The University of Washington Libraries uses a variety of metadata sources, including the Alma CZ, the OCLC KB, vendor records, and manual cataloging, to provide access to ebook and streaming media collections. Information about electronic collections had previously been recorded in disparate places, including Alma, our intranet, and spreadsheets. By implementing structured collection notes and leveraging these using an Analytics Dashboard, we have created a powerful cross-departmental tool to better see and manage electronic collection details, including metadata source for each collection, knowledge base collection ID, frequency of updates, and detailed notes about collection access and metadata standards. Additional dashboard pages for quality control facilitate screening for known metadata issues and spotting portfolios that might need attention. Finally, the dashboard is also drillable to the portfolio level, providing details for electronic resource management and troubleshooting.