Acquisitions institute 2011 ocul pda project

Catherine Davidson, York UniversityTony Horava, University of OttawaAcquisitions Institute at Timberline LodgeMay 16, 2011

A Leap of Faith:A Consortial PDA Pilot

Project

Overview

• Ontario Council of University Libraries & Scholars Portal

• PDA Chronology• Vendor-consortium collaboration• Pilot preparation & launch• Results: What did our patrons buy?• Value, benefits, challenges and calibration• The PDA Leap of Faith

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Acquisitions Institute, May 2011

Ontario Universities3


Institutions FTE

Algoma 870

Brock 14,557

Carleton 20,743

Guelph 21,452

Lakehead 7,583

Laurentian 7,630

McMaster 24,944

Nipissing 5,535

OCAD 3,010

UOIT 5,147

Ottawa 32,230

Queen's 20,751

RMC 1,792

Ryerson 26,841

Toronto 68,334

Trent 7,030

Waterloo 27,674

Western 33,119

Wilfrid Laurier

14,054

Windsor 14,419

York 45,235

Total 402,950

Ontario Council of University Libraries4


OCUL – Information Resources Committee


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• Negotiate licenses for consortium : Abstracts, indexes, ejournals, ebooks

• Develop model licenses: ebooks, ejournals, data, local load

• Evaluate and assess usage and overlap of content e.g. MINES and in-house tools (SCOT and SPUD)

• Strike special project working groups: Scholars Portal Collection Policy, Local load toolkit, Print journal preservation plan, OCUL-IR strategic plan

Scholars Portal6


PDA Chronology (1)7

Fall 2009

• Vendor – consortium collaboration: defining a consortial PDA

• Issue call for interest

• Filtering process: 100,000 titles down to 40,000

• Tiered costing model: small, medium, large


Vendor-consortium collaboration


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Defining a consortial Patron-driven Acquisition pilot.

•What triggers a purchase in a consortial setting?

•What is considered a “unique view”?

•How many “copies” in consortial setting?

Call for interest

• 16 of 21 said YES!


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Filtering Criteria


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• Price ceiling: $200

• Language: English and French

• Imprint date: 2000 – 2010

• Exclude previously purchased ebook bundles via CRKN & OCUL e.g. T&F, CUP, OUP, Duke, Springer etc

• Exclude non-academic content

Tiered Costing Model


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School Size Contribution # Participants

Small 0 – 10,000 FTE $5,000 5

Medium 10 – 30,000 FTE $10,000 8

Large 30,000 + FTE $15,000 3

For a grand total of …..$150,000

Preparation for launch


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•OCUL cataloguing listserv an essential communication tool for exchange of information, posting of questions etc.

•MARC records resided on Scholars Portal wiki, then:•downloaded •edited to reflect local requirements •loaded into each school’s ILS (shadowed) until….

• ….the launch date!

Sample MARC record coordination - York

• Retrieve MARC records from ftp site• Run through MARC Report ($200) analysis

tool• Run through MARCEdit (free) to batch edit,

add local info: 506, 710, 949 • Load into Sirsi ILS• At end of pilot, all 40,000 pulled out based on

710• 467 purchased titles run through ERM to

assign resolver URLs


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PDA Chronology (2)


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Fall 2010 (one year later)• Sept. 13–17: Test Week

• Sept. 20: Official launch

• Sept. 28: $150,000 spent, 467 titles purchased for 16

schools

•Jan. 2011 91 additional titles purchased by 8

Results: Titles by Publisher


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Results: Titles by Subject


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Results: Titles by Publication Year


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Results: Purchases Triggered by School


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Value/Benefits Derived: Cost per Book


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School List price Relation to amount spent

Cost per book

Small $37,500 750% $10.70

Medium $37,500 375% $21.41

Large $37,500 250% $32.12

Value/Benefits - continued


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• Local load and purchase model allows integration into Scholars Portal Books platform

• ebrary successfully secured local load rights for 557 titles purchased

• Long-term preservation

• Integration into web-scale discovery systems

• Integration into course pages and virtual environments

Some Challenges


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• Coordination of MARC record loading posed different levels of difficulty for different schools

• Technical “glitches” regarding purchased titles

• User perception – disappearing content

• Analysing results in timely way

Post-pilot analysis by School - York

• Phase I: 131 of 467 purchased titles triggered by York users• 89 of 131 (67%) were duplicated in print• 18 of 131 (16%) were duplicated in electronic

• Phase II: 8 schools chose to purchase an additional 91 titles

• Phase III: York purchased additional 98 titles with year-end funds

• Usage post-pilot: 127,155 pages viewed, 20,014 pages printed


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Analysis of a title

Use triggers purchase.


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No Gobi slip sent.

Two “E” and one “P”.Print circulates a LOTAnd so does the ebook

Post-pilot analysis by School - Ottawa

• Phase I: 91 of 467 purchased titles triggered by Ottawa users

• Phase II: 8 schools purchased additional 91 titles. Of the 558 titles, Ottawa had:• 458 in print• 25 in electronic• 44 in both formats

• Usage post-pilot: 74 of 91 titles used, 705 user sessions, 4,871 pages printed


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Calibrating for the Future


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How would we do things differently if we were to do it again?

•Was the trigger definition satisfactory?

•How would we re-define a “unique view”?

•What additional metrics would assist in assessment?

The PDA Leap of Faith


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•How to balance patron-driven demand with traditional collection development strategies, e.g. approval plans

•How does the volatility around the future of the book influence this conversation? And who should our partners be?

Thank you


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Questions?

• Catherine [email protected]

• Tony Horava [email protected]

Education

Acquisitions institute 2011 ocul pda project