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NISO Webinar: Evolving Trends
in Collection Development Part 2:
Putting the User in the Driver's Seat
March 13, 2013
Speakers: Greg Doyle, Barbara Kawecki, Cory Tucker
http://www.niso.org/news/events/2013/webinars/user
Orbis Cascade Alliance Demand Driven Ebook Initiative
Putting the User in the Driver’s SeatMarch 13, 2013
Greg DoyleElectronic Resources Program Manager
Orbis Cascade Alliance
Consortium of 37 academic libraries in Oregon, Washington, Idaho: Private & Public, 2-year & 4-yearColleges, Universities, Community Colleges
Central Oregon Comm. CollegeCentral Washington UniversityChemeketa Community CollegeClark CollegeConcordia UniversityEastern Oregon UniversityEastern Washington UniversityGeorge Fox UniversityLane Community CollegeLewis & Clark CollegeLinfield CollegeMt. Hood Community CollegeOregon State UniversityOregon Health & Science Univ.Oregon Institute of TechnologyOregon State UniversityPacific UniversityPortland Community CollegePortland State UniversityReed CollegeSaint Martin’s UniversitySeattle Pacific UniversitySeattle UniversitySouthern Oregon UniversityThe Evergreen State CollegeUniversity of IdahoUniversity of OregonUniversity of PortlandUniversity of Puget SoundUniversity of WashingtonWalla Walla CollegeWarner Pacific CollegeWashington State UniversityWestern Oregon UniversityWestern Washington UniversityWhitman CollegeWillamette University
7 members
6 members
2 members6 members
2 members
20 members
Student FTE: 1,000 – 47,000
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 -
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
50,000
Materials Budget: $115,000 – $12,000,000
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 $-
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
$12,000,000
Resource Sharing
• Orbis Cascade ran an Inn-Reach system until it was replaced with OCLC’s Navigator service in 2008
• Implementing a true Shared ILS using Ex Libris Alma and Primo • Access to Summit (group catalog and borrowing system) includes 9.2
million titles representing 28.7 million items: primary reason libraries choose to become full members
• The Alliance manages a courier program to ship materials around the Pacific Northwest
• Resource sharing stats:• 2012: 301,388 requests ; 254,918 requests filled (85% fill rate)• 2011: 321,098 requests ; 293,473 requests filled (85% fill rate)• 2010: 355,996 requests; 296,473 requests filled (83% fill rate)
Cooperative Collection Development
Collection Development Vision Statement (adopted 2007)
• “As an Alliance, we consider the combined collections of member institutions as one collection.
• While member institutions continue to acquire their own material, the Alliance is committed to cooperative collection development to leverage member institutions’ resources to better serve our users.
• Not successful purchasing ebooks as a consortium– Publishers offered proposals to purchase subject
collections and/or current output and backfiles– ER program operated on an opt-in basis– Participation levels were not sufficient to meet the amount
required to purchase• Individual libraries were purchasing single ebook titles or
collections• Purchased ebooks were not part of the single consortial
collection available to all member libraries
Background for the DDA Project
Orbis Cascade Demand Driven Program
• 2010: Task Force investigates consortial opportunities; recommends a Demand Driven Pilot with EBL
• Planning and Implementation: January – June 2011– 7 people from member libraries – Representatives from EBL and YBP– Biggest challenge: identify and document options for how libraries
could access MARC records based on whether the patron starts in the local catalog, Summit (OCLC group catalog), Discovery layer
– Profile with YBP: all subjects, 2011 imprint, $250 price cap• July 1, 2011: Go live
– 1700 titles– $231,000 with contributions from all libraries based on FTE tiers
• January-June 2012: Extended with an addition $231,000
DDA Model
• Users discover DDA titles in their local catalog, or Summit (Alliance Group Catalog)
• Clicks through to EBL and authenticates
• Free browse for 5 minutes
• A Short Term Loan (STL) occurs if the title is used more than 5 minutes, or copy/printing content
• STL is a “rental” and the cost varies by publisher (4%-21% of the list cost), averages 14%
• A title is purchased when a predetermined number of STLs occur. Titles are purchased with a negotiated multiplier of the list price
DDA Model
• We set the STL trigger to purchase and can change it instantly
• Use the trigger to control spending
• We’ve set our STL trigger at 5, 10, 15 and suspended as needed to stay within budget
• Once purchased, no additional costs for access to owned titles
Fiscal Year 13
• Team recommended continuing in FY13 and proposed 2 budgets: $550,000 (status quo) and $1,000,000 (expansion)
• Change funding model to 30% even split/35% FTE/35% Materials Budget
• Council compromised and FY Budget is $750,000 with a commitment to increase to $1,000,000 in FY14
• Individual contribution range from $8,054 up to $102,704
• Hope is that putting more money on the table will bring in more publishers and titles
Use by Month
July August September October November December January February March April May June0
5000
10000
15000
20000
25000
201120122013
Spend by Month
July August September October November December January February March April May June$0.00
$20,000.00
$40,000.00
$60,000.00
$80,000.00
$100,000.00
$120,000.00
201120122013
Benefits of Demand Driven Acquisitions
• Access to 10,000 titles
• Ongoing workload is minimal
• Expenditures based only on use
• Elimination of staff costs to process borrowing requests
• Purchased titles continue to have good use at no additional costs: 43,730 cumulative uses on 900 purchased titles
Benefits of Demand Driven Acquisitions
• Libraries have ability to divert funds to titles not available in the DDA Project
• Libraries being pushed into ebook environment• General enthusiasm for doing something new
and of benefit to the user community• Informing publishers that business as usual can’t
continue and new models needed
Challenges
• With 37 libraries, value is in the eye of the beholder• Access to purchased titles limited to Alliance libraries• MARC record quality issues; bad URLs• Patron driven acquisitions not embraced by everyone• Publishers can change terms on titles (i.e. classify a title as a
textbook)• Constant need to monitor expenditures• Communicating details to 37 libraries • As title pool increases, so does spend• No one wants to lose content
Contact Information
More info:
http://www.orbiscascade.org/index/demand-driven-acquisitions-pilot
Greg DoyleElectronic Resources Program Manager
PDA/DDA: History, Overview and Here Today, Gone
Tomorrow or Here to Stay?Barbara Kawecki, MLS
Senior Sales Manager for Digital Content Western U.S and Western Canada
YBP Library Servicesand
Co-Chair NISO Working Group for Demand Driven Best Practices
19
Agenda
• PDA/DDA History = what is it and why now?
• Overview of the Integrated workflow
• PDA/DDA – Fad or another collection development tool?
• How does NISO fit into DDA?
20
NISO Working Group for DDA Best Practices
• Group appointed in August 2012• Co-Chair with Michael Levine Clark, University of Denver• Members include librarians, aggregators, publisher representatives• Subcommittees: Technical issues, Access Models, Metrics• Information gathering stage – ER&L presentation & focus group• Deliverables include recommendations for :
• Managing and populating the consideration pool• Developing consistent models for
• Free discovery• Temporary lease• Purchase
• Methods for managing multiple formats (p&e)• Ways to incorporate print-on-demand (POD)• Development of tools and strategies to measure use• Implementation at the local and consortial levels• Providing long-term access to unowned e-book content
PDA/DDA Milestones: Yesterday, Today and Tomorrow
• 1999 NetLibrary and the Colorado Alliance• 2004 EBL launches DDA• 2005 YBP loads NetLibrary content• 2006 MyiLibrary and Coutts/Ingram• 2009 YBP and Integrated eApproval Plans: 230 customers• 2009 ebrary PDA pilot begins• 2010 ebrary launches PDA • 2010 NetLibrary acquired by EBSCO, now Ebooks on EBSCOhost• 2011 YBP Integrated Demand Driven Acquisitions (DDA): 175
customers today• EBL• Ebrary• Ebooks on EBSCOhost
• 2012 Multi-Vendor DDA: 29 customers
21
Demand Driven Acquisition Statistics
• 175 DDA Customers
• 1,743,869 DDA Records Sent in 2012
• 39,033 DDA Purchases
• 165,926 Loans on 117,475 Titles
22
Digital Content: how much is there?
23
60,898 59,951
27,587
12,253
20,554
11,583
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
FY2011 FY2012 FY2013
Appr
oval
Titl
e Co
unt
YBP Approval Titles
Print Approval eBook Alternate
42%20%34%
25
Integration with existing approval and new title
profiles
Consideration pool = appropriate academic titles
Multiple Vendor options Customized discovery and cataloging records
Multiple usage options: STLs? Purchase?
Electronic invoicing for purchased titles
Duplication control with other print and ebook
purchases
DDA status in GOBI Acquisition workflow support
Manual DDA option in GOBI – add titles to the
pool on the fly
Key Features of Integrated DDA
26
Multi-Vendor Support – allows libraries to choose multiple aggregators for DDA. YBP currently supports DDA through ebrary, EBL, and EBSCOhost. YBP will only send one title record for DDA to the appropriate aggregator based on library preferences.
First Out: YBP will look for the “best match” based on the library’s vendor preference. This preference will be used to determine which supplier to send if the title is available through multiple suppliers for that week. Preferred Vendor: If the library prefers one supplier , YBP will look for the preferred vendor up to 2 weeks from when the ebook becomes available. At that time we release the best match.
What Does Multi-Vendor Mean?
27
All Titles: the entire aggregator catalog,
including non-profiled titles.
All YBP Profiled Titles: this
universe includes all profiled titles.
My Library Slips: this
universe includes only titles from
the library’s new title profile(s).
How to Fill the Pool – different levels of profiling
28
DDA Workflow: the Library Experience
Each week, possible ebook candidates are
determined by the library’s DDA profile
Titles are matched against the aggregator preferences set by the
library
Titles that are on order/already owned
by library are removed (optional)
Possible candidates are sent to aggregator
partners each weekend.
Library history in GOBI shows “Aggregator
Probable DDA”
Aggregator confirms DDA-eligible &
activates in Library Channel
YBP creates Discovery Catalog Records with
an embedded URL linking to the title. The file of records is placed
on our FTP site for library to retrieve and
load into OPAC
Library history in GOBI shows “Aggregator DDA Record Sent”
29
DDA Workflow: the Patron Experience
Once Discovery records are loaded to your OPAC and/or Discovery layer they are now available for your patrons
Embedded URL’s link to aggregator’s platform
Patrons have a free browse period for selected title
Library parameters with aggregator defines what happens next:• STL’s - Y/N• Number of Short Term Loans before purchase triggered• Frequency of billing for STLs and purchases
30
Title is Triggered
• Short Term Loan
• Purchase
Aggregator Notifies YBP
YBP does Internal Order
Process with Aggregator
YBP creates Invoice for
Library. One invoice per aggregator
and purchase
type (STL or Purchase)
YBP sends Cataloging
Records/Acquisitions/Inv
oicing Information to Library
(for Purchases)
Purchase reflected in
GOBI History, for Dup Control
DDA Workflow: What Happens Next?
31
Discovery records vs. Point of Purchase records: they’re all MARC records
Discovery records • Initial records loaded to library’s
catalog, reflecting all DDA candidates• Can include Enrichment data (TOC,
summary, author affiliation)• Do not include order or invoicing data• Can be standard free or customized
records
Point of purchase records• Optional• Generated once a title has been purchased• Overlay discovery records • Include acquisitions and invoicing information • Can also include Enrichment data (optional)
32
DDA : a Teambuilding Exercise
YBP Digital Sales Manager
YBP Collection Development
Manager
YBP Technical Services Manager
YBP Customer Service
Bibliographer
Aggregator representativ
e
Acquisitions
Collection Development
Cataloging
PDA/DDA – Here Today, Gone Tomorrow or Here to Stay?
• Ebooks are becoming the norm• Space is still at a premium• Budgets are still tight• Library staff continues to shrink, particularly in the area of technical
services and selection• Profiling for DDA is the opposite of profiling for an approval plan• DDA is part of the solution to building a collection, but it is not the
only solution. There is still content that is only available in print• Publishers are not making ALL of their content available, so there
needs to be care taken to collect comprehensively• DDA does allow libraries to understand their users like never before• DDA represents a new tool in the collection development sandbox,
but requires thinking outside the box and collaborating together like never before
33
Thank you!
For more information, please contact:
Barbara Kawecki, MLS
Senior Manager for Digital Content, Western US and Western Canada
YBP Library Services
34
Demand Driven Acquisitions at UNLV
Cory TuckerHead, Collection Management
UNLV Libraries
Traditional Role
• Building Collections via Ownership Model• Monograph selection• ILL
Issues for Academic Libraries
• Library Budgets• Serials and Electronic Resources• Business Models• Network Level Access and Discovery• User Expectations
Collection Philosophy
Issues at UNLV
• Statistics• Money talks• Customer-oriented• Preference of Electronic• Changing Role of Liaison
UNLV’s Philosophy on Collections
Planning
• Marketplace• Other Libraries• Liaison Librarians• Library Staff• Library Administration
PDA Collection
• Usage Stats• Disciplines• Collaboration
Looking out the Windshield, Not in the Rear View Mirror!!
• All about the Patron• Just-in-time vs. Just-in-case• Shifts in Librarian Roles• Print vs Electronic PDA
Implementation
• YBP• Subjects• Print• Electronic• Terms
Implementation
• Information sessions for Liaison Librarians• Promotion?• Workflow
Looking Back
• Response• Issues
Assessment
• Have 7013 ebook records in catalog• 517 titles were accessed at least one time or
about 7% of those offered. • Titles accessed were used a total of 989
times.
Assessment
• Top five publishers• Turnaways• Patron Behavior• Budget
Future
• Expansion?• Approval Plan• Model Changes• Other resources
Final Thoughts
NISO WebinarEvolving Trends in Collection Development Part 2: Putting the User in the Driver's Seat
NISO Webinar • March 13, 2013
Questions?
All questions will be posted with presenter answers on the NISO website following the webinar:
http://www.niso.org/news/events/2013/webinars/user
Thank you for joining us today. Please take a moment to fill out the brief online survey.
We look forward to hearing from you!
THANK YOU