By popular demand building a consortial demand driven program

BY POPULAR DEMAND: BUILDING A CONSORTIAL

DEMAND DRIVEN PROGRAM

2011 Charleston Conference

Our 45 Minutes

Overview of ProjectLessons Learned

Process Funding Workflow Communication Marketing Training

EvaluationQuestions & Answers

Partners

Alliance Structure

Council of Library

Directors

Task Forces and

Teams

Collaborative Technical Services Team (CTST) and

Implementation Team

Standing Committee

sInterest Groups

Alliance Staff

Board of Directors

Timeline

2008/2009: Alliance Strategic Agenda Adopted May -June 2009: Ebook Task Force Issued Report

2010 January 2010: Ebook Team Created August 2010: Selected EBL and Demand-Driven Acquisitions

Model2011

January 2011: Implementation Team Created July 2011: Project Went Live

2012 Recommendation for Permanent Program? Propose New Funding Model?

Goals

Leverage Vendor RelationshipsConsortium-Wide AccessOwnershipCollaborate with CTST Equitable Funding ModelRelevant Content for All 36 LibrariesEvaluate the Project

Funding Model

FTE of 17,000+ = $15,000FTE of 8,000-17,000 = $10,000FTE of 4,000-8,000 = $7,000FTE of 1,000-4,000 = $5,000*Community Colleges = $2,500Total = $231,000

* Bulk of Contributions

Collaboration & Organization

Collaboration & Organization

Vendor Relations

Full Partnership Was KeyBring Vendors in Early

Collaboration & Organization

Committee Staffing

Rely upon proven organizational strategiesTeam overlap was valuableAbility to see beyond own library

environmentTechnical discussion should be clear and

understandableIt takes more time than anticipated

Collaboration & Organization:

Process

Discovery and access were more challenging than defining the approval profile

Can’t start work on discovery and access issues too soon

Complex and multi-level solutions will complicate the process and take more time.

Collaboration & Organization

Managing Expectations

Keep in mind, it’s a pilotRemain flexibleRecognize the apprehension of participating

librariesFor the consortium: have confidence in the

teamManaging expectations should be part of the

plan

Workflow

Workflow

Environmental Scan

SummitInnovative, WCL, and Evergreen OPACSVarying Needs, Resources, Expectations

Workflow

Goals and Approach

One “best-of” ProcessGather & MeasureDefine

Workflow

Requirements

WCP RecordsKnowledge Base Alliance Holdings SymbolsMonthly Record Delivery Schedule

Workflow

The Workflow

Knowledge Base CentricMonthlyBatch-based

Workflow

Results & Revisions

“Cosmetically” successful, but…..

Unsustainable Off-baseTardy

Sustainable On-targetTimely

Workflow

Lessons

Difficult, Time Consuming WorkBuild for Long-Term sustainabilityTarget Common NeedsFlexibilityKnow Your Environment

Communication

NEVER EASY AND ALWAYS NECESSARY

Communication

Communication Structure

Alliance StructureChannelsVendors

Communication

Marketing

End User Internal Surprise Results

Communication

Training

Training SessionsOnline DocumentationAnnual Meeting

Communication

Lessons

Communications management important throughout project

Responsibilities of teams and team members should be clear from the start

Clear expectations of how, where and when information will be shared

Can’t repeat the message too many times

Evaluation of the DDA pilot

WHY ALL THE FUSS?

Real-time Data

Weekly emailed reports of group usage and expenditures

Reports posted on Alliance website for archive access

Monthly emailed spreadsheets with usage and expenditures by library

Alliance-specific reporting site

Midpoint Evaluation

What is the midpoint?Survey to assess effectiveness of trainingDocuments for libraries to self-assessProfiles of library usage

Midpoint Evaluation

Usage Profile:

Reed CollegeLoaded records locally: 7/11/11 Classes started: 8/29/11 118 uses as of 10/14/2011Total list price of content used = $12,004.14Contribution: $5,000Reed College has paid 42% of list price to facilitate access

to content at its library.

Final Evaluation

Yet to come Survey of technical and content aspects of

pilotEvaluation of MARC records and discovery of

contentClose analysis of usage, focusing on content,

collaboration, discovery, and return on investment

Additional Information

Orbis Cascade Alliance DDA Sitehttp://www.orbiscascade.org/index/demand-d

riven-acquisitions-pilot

Thank You

QUESTIONS & ANSWERS