Hilla Wait (Philosophy & Theology Librarian, Bodleian
Libraries) Slide 2 What is DDA User-led selection of new books
Utilises the instant accessibility of e-book acquisitions Enables
staff to test the level of demand for a title before purchase Staff
select the range (profile) of books on offer Time/cost-effective
way to meet reader needs instantly Readers need not know that the
books are not owned by the institution Slide 3 Oxford e-book
context 454,000 e-books Oxford partner projects (EEBO, Google)
Outright purchases (Past Masters, Blackwell Reference) Subscription
subject packages (ORO, OSO, CCO, ACLS, Cengage, Springer, Elsevier,
24x7) Pick&Mix (Ebsco; EBL; DeGruyter, Taylor & Francis)
Chinese e-book collections Usage statistics (Counter) 2,176,112
chapter requests Oxfords total e-resources annual budget 4,200,000
E-books annual cost? Devolved to subject budgets Slide 4 EBL =
Electronic Books Library Aggregator offering access to multiple
publishers e-books Purchase content outright own in perpetuity
Unlimited simultaneous access (up to 325) Non-linear Lending =
multiple- concurrent access to all titles up to 325 loans per year
renewing automatically annually Loan = 24 hours view / download = 1
credit Free Browse Period 10 Minutes owned / 5 minutes non-owned
Books may be borrowed to mobile e-reader devices Slide 5 Mobile
devices for EBL i-Pad i-Phones & android phones Sony e-readers
Other e-readers using Adobe Digital Library e.g. KOBO, NOOK etc.
Does not work on Kindles Bluefire reader on i -Pad Slide 6 EBL
reader requests Less than 10 requests via this model in 2 years Is
DDA the answer? Slide 7 Buying from EBL Choose books Choose
preselected fund Drop down to fund code Books available in 30
seconds OCLC Marc record loaded centrally to SOLO Charged to
subject budget Very popular Slide 8 The DDA project in Oxford
Unlike other universities, no dedicated staff The DDA team Research
- Jo Gardner (Health Care Libraries) Operation - Hilla Wait
(Philosophy & Theology Librarian) Acquisitions and Payments -
Ann Evans, Nicky Mountfort, Zita Vellinga (C&RD staff)
Cataloguing - Alison Felstead, Nathalie Chaddock- Thomas (C&RD
staff) Techie bits - Nathalie Schulz, Andy MacKinnon (BLDDS)
Oversight - Catriona Cannon (Associate Director, Collection
Support) Slide 9 Research on DDA in other UK HE institutions
Newcastle University EBL, launched February 2010 Kings College,
London EBL, launched December 2010 UWE DawsonEra, launched March
2012 Case studies on JISC web-site
https://ebmotmet.wikispaces.com/Case_studies
https://ebmotmet.wikispaces.com/Case_studies Patron-driven
acquisitions : history and best practices / edited by David A.
Swords. De Gruyter Saur. 2011 ISBN: 9783110253016 Slide 10
Newcastle University 18 month project, launched Feb 2010 80k budget
at start All subjects Ebooks Team = 4 technical experts, and 8
liaison librarians More than 110,000 DDA records loaded onto
catalogue in one week Purchase triggered on third loan request
(revised to fifth request) All requests mediated by acquisitions
staff, forwarded to subject librarians if >35. Slide 11 Kings
College, London Service implemented in December 2010 All subjects,
but main target groups are humanities and social sciences Staffing:
2 members of technical team Created a Scholarly Collection Profile
of 90,000 titles Purchase triggered on fourth loan request No
requests are mediated Readers are limited to one loan per day.
Slide 12 UWE 6 month trial, launched March 2012 5K budget at start
Limited to criminology, forensics, genetics. Staffing: Acquisitions
Librarian and 2 subject librarians Collection created by subject
librarians, limited by Dewey range and publication date 2800
records loaded onto catalogue Purchase triggered after one loan
request Purchase mediated by subject librarians if >15 Slide 13
DDA in other UK HE institutions: Conclusions Huge variations
Budgets Collection profile Staff Configuration Evaluation Need to
evaluate, respond rapidly and adjust frequently Finding a
sustainable funding method for PDA remains a challenge Slide 14
Adapting DDA for Oxford Difficulties Scale and complexity of
Oxfords operations Membership of cataloguing consortia Large
community of external users Materials budget devolved to subject
librarians Avoiding duplication with existing e-book subscriptions
Finding time Strengths Long experience with e-books Existing
relationships with e-book suppliers Very expert technical staff
Highly-motivated and diverse readership Aim to test whether the
model enables a more rapid and targeted response to reader needs
for new acquisitions Slide 15 DDA In Oxford Pilot scheme was set up
for TT 2012 Initial budget - 5,000 Provided by Oxfords existing
e-books supplier EBL Instant access including mobile devices Books
limited to recent academic publications (2009-2012) in humanities,
medical & biological sciences (33 publishers) 10,000 records
added to SOLO Lump sum paid up-front to suppliers Readers
encouraged to register to enable tracking of trial books Rental and
purchase limited to University members Slide 16 Acquisitions
Workflow A separate distinct fund-code was set up with EBL to pay
for these titles Unusually, we paid in advance into a Blackwell's
deposit account Invoices were prepaid and added to ORACLE. These
invoices were for the initial pilot amount in advance. This was
topped up as the project continued and further funding was found.
Full title lists of purchased items were supplied and acquisitions
staff placed retrospective orders on Aleph against each distinct
purchased title A dummy order was placed on the system to link to
invoices for loans Dummy packing-slip invoices were sent on a
weekly basis, and invoices were added to Aleph, including VAT
costs. As already prepaid on ORACLE, these were then just scanned
online for reference. There were separate invoices for loans and
for outright purchases. Subject librarians could continue to make
direct purchases from EBL against their own funds without confusion
with the DDA pilot. Slide 17 Cataloguing Workflow 1 Oxford
completed a technical profile for the supply of the MARC catalogue
records for SOLO EBL provided a file of nearly 10K records, with
URLs, based on the subject selection profile BDLSS loaded the full
records into the Aleph Resources File, to keep them separate from
the main bibliographic database (and prevent export) The records
were published to SOLO, and clustered with records for the print
titles The titles in SOLO were switched on by EBL at the agreed
time, to provide access to authenticated readers by clicking the
URLs When purchases were triggered by readers, the same mechanism
as used for standard ebook purchases kicked in Slide 18 Cataloguing
Workflow 2 A notification was sent to the ebooks cataloguer, and a
second catalogue record for each purchased title was made available
for downloading from OCLC The ebooks cataloguer downloaded the
records from OCLC and prepared them for loading as usual These OCLC
records were generally of better quality than those supplied by EBL
These records were loaded into the main bibliographic database and
published to SOLO This meant there were two records for the same
purchased ebook in SOLO for the duration of the pilot: an
acceptable risk The ebooks cataloguer sent the record control
numbers and titles for purchase to acquisitions staff At the end of
the pilot, the EBL records were removed from SOLO by suppressing
(but not deleting) them in the Resources File These records can be
unsuppressed if the project resumes, or deleted in bulk from Aleph
Slide 19 Project Launch Deliberately low-key No publicity to
readers (already experienced in using EBL books Information to
library staff Background to project How to identify the books
(Bib02 system numbers) How to support readers Warning that the
books would not be accessible to external readers Slide 20 Access
Model for DDA Titles Free Browse Period of 5 minutes per title
First access = 24 hour rental =10% charge Second access = 24 hour
rental =10% charge Third access = auto-purchase = permanent = 100%
charge Total cost per book = 120% of normal e-book cost Very
expensive books required staff mediation for rental or purchase
Potential limit on number of rentals per reader per day Regular
reports and alerts Slide 21 The Reader Experience Bibliographical
record on SOLO appears identical to other e-book records This book
is not yet available in print in Oxford Slide 22 Accessing the
e-book Slide 23 At the end of 5 minutes browse The reader can
choose to carry on And trigger a loan ($19.50 in this example)
Slide 24 Information to project staff E-mail to report rental
Invoice report Slide 25 Access to very expensive books Limit of 25
per rental Staff mediation for more expensive titles 2 requests
both agreed within 3 hours Slide 26 Adjustments during the Oxford
project Additional funding extended the project several times
Introduction of registration option to assist with analysis
Switching on (and off) the loan/purchase cost display Setting
limits for the number of loans per patron per day Additional
guidance to reading room staff (external readers issues) Slide 27
Time-scale and Costs Original budget 5,000 Increase of 3,000 before
project start Additional 3,000 Final costs underwritten to end
5,713 Project ran 1 May-15 June 2012 At peak, averaging 3,000 per
week Final costs: 16,713.38 80 Auto-purchases 856 rentals Slide 28
What can the pilot tell us? Analysis Age of purchases Print
availability Time of access Reader type Subject areas Feedback Over
time, analyse repeat use of purchases Slide 29 Examples of usage of
theology books Slide 30 Auto-purchases in Philosophy & Theology
Reader department Reader category Slide 31 Analysis of
auto-purchases by subject Slide 32 Analysis of rentals by subject
Slide 33 Usage example E-book rented while print copy was on loan
Slide 34 What do we know already The demand is there Way of
spending money very fast Way of satisfying reader needs very fast
Avoids paying purchase price for books which may only be needed
once Difficult to limit by subject without putting in a lot more
work on the profile Slide 35 Accessibility versus availability DDA
project moved 10,000 records from EBL catalogue to SOLO Full EBL
catalogue accessible from OxLIP+ - 278686 titles University members
already had free 10 minutes browse per title and a purchase request
option Requests over 2 years
