PATRON-DRIVEN ACQUISITION
Turning Theory into Practice
Ben Hunter
Head of Cataloging and Collections
University of Idaho L...
Overview


Today:
 What

is PDA? Why do it?
 PDA models – print and electronic
 Different vendor models
 Workflow, bu...
What we won’t cover



eBook usability, platforms, and licensing
Detailed technical considerations
What I don’t know


Please comment on the side!




Time is built in for Q&A at end.

I’m an academic librarian at an u...
Poll


What type of library do you work in?
1.
2.
3.
4.
5.
6.

7.

Large academic
Small academic
Large public
Small publi...
PDA defined





Patron Driven Acquisitions
Demand Driven Acquisitions
Patron Initiated Purchasing
Purchase on Demand
...
Poll


Does your library currently offer any print or
electronic PDA program?
1.

2.
3.
4.

5.
6.

Yes – PDA represents a...
Why PDA?







Better service to users?
Save time?
Save money?
A more effective way to build a collection?
Why not?...
Different types of PDA






Request forms
ILL initiated
eBook PDA programs
Print on demand
Also:
 Data

driven acqu...
Request Forms




Almost certainly the oldest form of PDA
Paper and/or online
Considerations:
 Mediated

vs. unmediate...
ILL initiated







Dates back to 1990s, maybe earlier?
ILL staff can vet based on experience and/or
guidelines
Can b...
eBook PDA
Different providers, different models






EBL
Ebrary
eBooks on EBSCOhost
Overdrive
YBP
General eBook PDA model









Choose titles on a “pre-approval” plan
Load MARC records into catalog and/or make
un...
eBooks on EBSCOhost


Purchase is triggered when a patron:
 Downloads

an eBook or audiobook title
 Views an eBook for ...
Ebrary


Purchase is triggered when a user:
 Views

ten pages (excluding TOC & index)
 Uses a book for ten minutes (“re...
EBL


More focused on short-term loans (pay per view)
 Triggered

after five minutes of viewing
 Can be configured as m...
Overdrive




All titles available for PDA
Can set up as mediated or unmediated
Triggers vary by publisher, but often i...
YBP








Uses GOBI platform
EBL, Ebrary, and eBooks on EBSCOhost
Platforms and purchasing triggers depend on
platf...
Print on Demand


Outsourced
 Lightning



Source Press

In-house
 Espresso

Book machine
Data Driven Acquisitions






Create set of titles and make discoverable for a set
amount of time
At end of set amount...
Pay per View


Copyright Clearance Center
 Single-use

licensing

 Mediated
 Augments

existing ILL

 Unmediated
 Mo...
Pilot Projects




Highly recommended to always try out any new
program as a pilot project
Considerations:
 Why

are yo...
Summary


What:
 Adding

a specific resource to a library’s collection
based on a patron’s immediate need.



Why:
 Be...
Next week






PDA in practice – what do these models actually
look like?
What does this mean for our collections? Wha...
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Patron-Driven Acquisition: Turning Theory into Practice (Part 1)

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Patron-Driven Acquisition: Turning Theory into Practice (Part 1)

  1. 1. PATRON-DRIVEN ACQUISITION Turning Theory into Practice Ben Hunter Head of Cataloging and Collections University of Idaho Library
  2. 2. Overview  Today:  What is PDA? Why do it?  PDA models – print and electronic  Different vendor models  Workflow, budgeting, and communication considerations  Next week:  PDA in practice  What does PDA really mean for our collections?
  3. 3. What we won’t cover   eBook usability, platforms, and licensing Detailed technical considerations
  4. 4. What I don’t know  Please comment on the side!   Time is built in for Q&A at end. I’m an academic librarian at an underfunded midsized research library.  Every situation is unique – please share  Public libraries especially!
  5. 5. Poll  What type of library do you work in? 1. 2. 3. 4. 5. 6. 7. Large academic Small academic Large public Small public School/Ed Media Special Other
  6. 6. PDA defined     Patron Driven Acquisitions Demand Driven Acquisitions Patron Initiated Purchasing Purchase on Demand “Adding a specific resource to a library’s collection based on a patron’s immediate need.”  Related models:    Print on Demand Pay Per View Data Driven Acquisitions
  7. 7. Poll  Does your library currently offer any print or electronic PDA program? 1. 2. 3. 4. 5. 6. Yes – PDA represents a significant portion of our collection development Yes – we have a small PDA program or programs No, but we have in the past No, but we are interested in offering PDA in the near future No, and we have no interest in offering this service Not sure if we do or not
  8. 8. Why PDA?       Better service to users? Save time? Save money? A more effective way to build a collection? Why not? Other reasons? (please comment)
  9. 9. Different types of PDA      Request forms ILL initiated eBook PDA programs Print on demand Also:  Data driven acquisitions  Pay per view
  10. 10. Request Forms    Almost certainly the oldest form of PDA Paper and/or online Considerations:  Mediated vs. unmediated?  Overuse?  Misuse?  Communication to selectors?  Budgeting?  Marketing? Develop policies and guidelines!
  11. 11. ILL initiated     Dates back to 1990s, maybe earlier? ILL staff can vet based on experience and/or guidelines Can be less expensive and/or faster to purchase a book then to loan via ILL Considerations:  How to develop guidelines?  Whose budget?  Notify selector?
  12. 12. eBook PDA Different providers, different models      EBL Ebrary eBooks on EBSCOhost Overdrive YBP
  13. 13. General eBook PDA model      Choose titles on a “pre-approval” plan Load MARC records into catalog and/or make unpurchased titles available on platform Set number of views or type of usage trigger a short-term loan or purchase (can be mediated) Purchased titles are billed to library or taken out of a pre-paid account Purchased titles permanently licensed
  14. 14. eBooks on EBSCOhost  Purchase is triggered when a patron:  Downloads an eBook or audiobook title  Views an eBook for more than ten minutes  Views more than ten pages of an eBook  Prints, emails, or copies & pastes a portion of an eBook page  Working on functionality that will allow for simultaneous user limits to be figured into price
  15. 15. Ebrary  Purchase is triggered when a user:  Views ten pages (excluding TOC & index)  Uses a book for ten minutes (“real usage”)  Copies, prints or downloads  Can also choose short-term loans instead of purchase to help control costs  One to seven day loans  Up to three loans per title
  16. 16. EBL  More focused on short-term loans (pay per view)  Triggered after five minutes of viewing  Can be configured as mediated or unmediated  Can set how many short-term loans automatically trigger a purchase  Can also manually add titles based on use
  17. 17. Overdrive    All titles available for PDA Can set up as mediated or unmediated Triggers vary by publisher, but often includes descriptive content and first chapter
  18. 18. YBP      Uses GOBI platform EBL, Ebrary, and eBooks on EBSCOhost Platforms and purchasing triggers depend on platform YBP coordinates billing, book selection (based on profile) and MARC record loads Can choose a preferred vendor
  19. 19. Print on Demand  Outsourced  Lightning  Source Press In-house  Espresso Book machine
  20. 20. Data Driven Acquisitions    Create set of titles and make discoverable for a set amount of time At end of set amount of time, receive usage statistics to help inform which titles to purchase permanent access to Elsevier, EBL (sort of)
  21. 21. Pay per View  Copyright Clearance Center  Single-use licensing  Mediated  Augments existing ILL  Unmediated  More of a “just in time” approach  Various ways to control costs   Tokens Cost per use of existing packages?
  22. 22. Pilot Projects   Highly recommended to always try out any new program as a pilot project Considerations:  Why are you doing it? What’s your ultimate goal?  If you don’t know this, how do you know if you’ve succeeded?  Are you prepared to fully implement?  Who is affected and how to keep them in the loop?  Marketing considerations
  23. 23. Summary  What:  Adding a specific resource to a library’s collection based on a patron’s immediate need.  Why:  Better user service, time savings, budget savings, more effective collection building  How:  Request forms, ILL initiated, ebook programs, pay per view  Do a pilot project!
  24. 24. Next week    PDA in practice – what do these models actually look like? What does this mean for our collections? What does it mean to us as librarians? Other topics?

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