Using Serials Solutions Overlap Analysis to

Identify Print RedundanciesLACUNY Serials Roundtable

Prof. Monica BergerNew York City College of Technology

Oct. 26, 2012

How to Start Request your renewal from Ebsco as a

spreadsheet Does not require renewing as

spreadsheet: No issue with using Ebsconet for renewals

Do not try to get data from Ebsconet via my orders: confusing and time-consuming

Probably fine to use My Renewals in Ebsconet to export to Excel

Prepare Data for Uploading Copy the file (good to save original) Filter the spreadsheet to remove the

online titles Cleanup membership titles (swap in title

and ISSN as needed) Leave only the TITLE and ISSN fields Change the headers to TITLE and ISSN

respectively Save the file as .txt (required for

uploading into Serials Sol’n)

Getting the data into Serials Solutions

After logging in

1. DATA MANAGEMENT2. CREATE NEW DATABASE3. Name your database, e.g. Print

periodicals renewal 20124. Save your database

Getting the data into Serials Solutions

1. Download template for local holdings2. Template is in .txt file, so save to your

computer and open up in Excel3. Drop in your title & issn data4. Save file to your computer as tab

delimited .txt file5. Close the file6. Upload file (UPLOAD TITLES)7. Wait for overnight load for titles to

index

Running the Overlap Analysis

On start page, go to Business Intelligence Tools

Select OVERLAP ANALYSIS Remove any print holdings if you have

already loaded these Run analysis Go to your renewals data and click on

number in column “Title Overlap” Report is generated of what is available in

databases and ejournal packages incl. OA Export summary; file is .txt; open in Excel

Adding print holdings to Serials Sol’n

For documentation, see in the Support Center, Library-Specific (Library-Managed)Holdings Database – Overview (Answer ID 1000)

If you want your print holdings to link to the CUNY Catalog, follow instructions for library-specific holdings but use permalinks in the catalog for your URLs, e.g. http://apps.appl.cuny.edu:83/F/?func=item-global&doc_library=CUN01&doc_number=000608435&year=&volume=&sub_library=GC001

Don’t forget to add ISSN!