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E-books Part 1: Can I Access the World? Involving Users in E-book Acquisition and Sharing

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What are the challenges of providing patron-driven acquisition (PDA) and sharing of digital library resources using e-books? Get both the librarian and the publisher perspective of their experience in …

What are the challenges of providing patron-driven acquisition (PDA) and sharing of digital library resources using e-books? Get both the librarian and the publisher perspective of their experience in implementing PDA.

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  • 1. http://www.niso.org/news/events/2012/nisowebinars/ebooks_acquisition_and_sharing/ Understanding Critical Elements of E- books: Acquiring, Sharing, and PreservingPart 1: Can I Access the World? InvolvingUsers in E-book Acquisition and Sharing May 16, 2012Speakers: Robert Johnson, Beth Bernhardt, Christine Fischer, and Lenny Allen
  • 2. Patron Driven Acquisitions:Essentials and OptionsRobert Johnson
  • 3. Patron Driven Acquisitions• Essentials ▫ Have a desired outcome ▫ Include key staff from across the library ▫ Ask many questions• Options ▫ Speak to many vendors ▫ Try something new
  • 4. Patron Driven Acquisitions• Access ▫ SUPO, MUPO, TUPO? ▫ Platform  Downloadable e-reader  Handheld device  Device agnostic (PDF/HTML)
  • 5. Patron Driven Acquisitions• Purchasing ▫ How many clicks constitute a purchase?  3 clicks appears common  Time spent on resource ▫ What constitutes a click?  Viewing the table of contents  Accessing actual content  Actions – printing, searching full-text, etc.
  • 6. Patron Driven Acquisitions• ILL ▫ PDA “solves” ILL! (for lenders)  Fast and cost effective for most titles ▫ Except when it doesn’t (for borrowers)  Consortial agreements, resource libraries ▫ To find a solution, ask!
  • 7. Patron Driven Acquisitions• Content ▫ When is it available? ▫ How much is available? ▫ Vendor/Publisher relationship ▫ Can you match your approval plans with the Ebook vendor?
  • 8. Patron Driven Acquisitions• UCI Pilot (PIA) ▫ Save Money ▫ Reallocate librarian effort ▫ Provide access to patrons ▫ Presentations from Coutts, EBL, Ebrary, NetLibrary (currently using EBL/YBP)  See Sue Polanka’s blog post for detailed chart: http://www.libraries.wright.edu/noshelfrequired/2 010/01/06/checklist-for-evaluating-patron-driven- business-models/
  • 9. 9Approvals with PIA Book Published (October 26) Wait 8 Weeks (December 21) If eBook record No eBook, send appears, load print book to into OPAC UCI If used 3 times, Used two times Charge charge to or less, no Approval fund Approval fund chargeFrom: “Patron Driven Ebook Acquisition”http://www.slideshare.net/htomren/c204-sibert
  • 10. 10Slips with PIA Book published (October 26) Wait 8 weeks (December 21) If eBook record If no eBook appears, load record appears, into OPAC Coutts notifies UCI Libraries If used three Used two Create an times, charge times or less, excel chart, to Approval no charge place all fund notifications here. If bibliographer orders, print book charged toFrom: “Patron Driven Ebook Acquisition” Firm fundhttp://www.slideshare.net/htomren/c204-sibert
  • 11. Patron Driven Acquisitions• USC Norris Medical Library Pilot ▫ Evidence Based Collection Development ▫ Discover patron patterns ▫ Mediated purchasing to correct for overrepresented patron use
  • 12. Patron Driven Acquisitions• USC Norris Medical Library Pilot ▫ 100 Elsevier titles (current, not retrospective) ▫ Unlimited use for 1 year  Loaded in catalog/ERDB  Science Direct Platform  Monthly reports ▫ At end of year, library decides which titles to purchase
  • 13. Patron Driven Acquisitions• Determine your institution’s needs• Customize to fit your specific needs• Build evaluation into the process
  • 14. Additional Reading• De Fino, M., & Lo, M. L. (2011). New roads for patron-driven E-books: Collection development and technical services implications of a patron-driven acquisitions pilot at Rutgers. Journal of Electronic Resources Librarianship, 23(4), 327-338. doi:10.1080/1941126X.2011.627043• Esposito, J. (2012). Sizing the market for patron-driven acquisitions (PDA) The Scholarly Kitchen, Retrieved from http://scholarlykitchen.sspnet.org• List, C. (2011). Tales from Timberline: The 2011 acquisitions institute at Timberline Lodge. Collection Management, 36(4), 246-252. doi:10.1080/01462679.2011.605831• Novak, J., Powell, K., Sibert, L. &Tomren, H. Patron-driven ebook acquisition Retrieved from http://www.slideshare.net/htomren/c204-sibert• Polanka, S. Checklist for evaluating patron driven business models Retrieved from http://www.libraries.wright.edu/noshelfrequired/2010/01/06/checklist-for-evaluating-patron- driven-business-models/• Polanka, S. (2009). Off the shelf: Patron-driven acquisition. Booklist, 105(9), 121-121. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&db=lxh&AN=36323857&site=ehost- live• Schroeder, R. (2012). When patrons call the shots: Patron-driven acquisition at Brigham Young University. Collection Building, 31(1), 11-14. doi:10.1108/01604951211199128• Shen, L., Cassidy, E. D., Elmore, E., Griffin, G., Manolovitz, T., Martinez, M., &Turney, L. M. (2011). Head first into the patron-driven acquisition pool: A comparison of librarian selections versus patron purchases. Journal of Electronic Resources Librarianship, 23(3), 203-218. doi:10.1080/1941126X.2011.601224
  • 15. Patron-Driven Acquisition: Lessons Learned and Still Learning NISO – May 16th 2012 Beth Bernhardt Electronic Resources Librarian / UNC Greensboro And Christine Fischer Head of Acquisitions / UNC Greensboro
  • 16. UNC Greensboro Carnegie Classification – Doctoral Intensive Univ. I FTE is 17,157 Collection  2.8 million items (books, gov docs & microforms)  42,666 journals in Journal Finder  320+ electronic databases NC’s Women’s College until 1963
  • 17. Why Try Patron-Driven Acquisition?Why did we start a pay per view program? Changing user expectations Changing roles for librarians Changing research needs One of the first in the country to provide journal article pay per view - so why not Circulation statistics Research studies
  • 18. Price and McDonald Scope of the overall dataset 1 Ebook Vendor – EBL (Ebook Library) 11 Libraries 28,327 ebooks bought from 2006 - 2009 212,887 uses during that period Purchase Models: User Selection, Pre- Selection, or Mixed
  • 19. Summary from Price and McDonaldAre user-selected ebooksused less often than preselected ebooks?No. User-selected ebooksare used ≈2-5x more oftenDo user-selected ebookshave a narrower audience? No. User-selected ebooksare used by ≈2-3x more unique usersAre user-selected collections less balanced by subject? No.User-selected collections are similarly balanced.
  • 20. More information:Price, Jason and John McDonald et al. “Beguiled by Bananas? A retrospective study of usage and breadth of patron- vs. librarian- acquired ebook collections” Charleston Conference 2009. http://www.katina.info/d/2009presentationsPolanka, Sue “Patron-Driven Acquisition.” Booklist. Volume 105 no.9/10 (Jan. 1-15, 2009) p.121
  • 21. MyiLibrary Started in 4/1/2009 One subject area – Computer Science Set up a profile 1,144 ebooksthat matched the profile were loaded into the OPAC 70 ebooksordered – total $7,010 First access is at no cost, second full access triggers purchase
  • 22. More Subjects Included In 2011, expanded our offerings to include ebooksfrom Physics, Chemistry, Nursing and Business In 2012, opened up to all disciplines Coutts MyiLibrary PDA Purchased Fiscal Year Quantity Paid FY2009 51 $4,763.52 FY2010 36 $3,852.53 FY2011 238 $22,046.81 FY2012 (through April) 482 $40,148.28 TOTAL 807 $70,811.14
  • 23. COUTTS INFORMATION SERVICESUNCG - Ebook Patron Selection PlanDescription Patron Selection Exclude Appendix HM - Sociology (General) Works First Published In * - Countries S Language * - Languages X Language eng - English S Readership Level Community College/6th Form X Lower Undergraduate S Upper Undergraduate S Graduate - Research S General - Academic S General - Popular X Juvenile X Young Adult X Material Type Book X Music Score (CDN Only) X E-Books S Format Titles without Format S Format Book with Media S Coffee Table Book X Computer Manual S
  • 24. Acquisitions - ordering Order ebook unless print specified by requestor Some faculty continue to choose print May be a delay in availability e- vs. print Order ebooks from numerous sources Patron-Drive Acquisition (PDA) does create duplication with firm/approval books
  • 25. Some Solutions Developed workflow with Coutts to send ebook holdings each month just prior to file download Vendor eliminated duplication before supplying MARC records Notified vendor which publishers to eliminate from profile when ebook packages were purchased
  • 26. BUT – “What about my budget” Safe guards in place – Vendor plans differ but can include:  Deposit accounts  Set price limits  Real-time invoicing  Cut off access if needed  Usage Statistics  Revisit the Profile
  • 27. Percentage Purchased Records Titles % Downloaded Purchased PurchasedFY2010 1,218 36 3%FY2011 4,231 238 5.6%FY2012 6,234 482 7.7%thru 5/8/12 TOTAL 11,683 756 6.5%
  • 28. Conclusion Monitor our Patron-Driven Acquisition program by looking at statistics and books purchased Compare ebookspurchased by librarians/ professors with that purchased by patrons Continue to pursue more types of Patron-Driven Access Still continue with the traditional purchasing models
  • 29. Thank youBeth BernhardtElectronic Resources Librarian / UNC GreensboroBeth_Bernhardt@uncg.edu336-256-1210Christine FischerHead of Acquisitions / UNC GreensboroChristine_Fischer@uncg.edu336-256-1193
  • 30. Demand Driven Acquisitions & the Scholarly Publishing Business Model NISO Webinar: Understanding Critical Elements of E-books May 16, 2012Lenny Allen, Director of Institutional Accounts
  • 31. The Monograph Publishing Model:Where Do Monographs Come From?•Scholars submit proposals to appropriate editors•Or good editors seek out good scholarship•Proposal is peer reviewed•Sales are forecast and title is approved for acquisition34
  • 32. The Monograph Publishing Model:Key Business Considerations • Author advance • Author royalty • Production costs • List price • Discipline / Editorial strategy • Sales Forecast35
  • 33. The Monograph Publishing Model:Sales Forecast & Trajectory• Lifetime unit sales in the 400 - 600 range• 80% of monograph sales within first year• High % of sales via approval plans/slip orders• Historically consistent and highly predictable36
  • 34. The Monograph Publishing Model:The P&L (Profit & Loss) 3 YearSales Year 1 Year 2 Year 3 Total Domestic 400 75 25 500 Export 75 75 Other Total 475 75 25 575 • Sales are forecast for a 3 year period • Includes domestic and export figures • Other = special sales37
  • 35. The Monograph Publishing Model:DDA Impact on the CurrentBusiness Model Current Model = DDA = Less Highly Predictable Predictable Advance Royalty Production Cost Unit Sales in ? 500 Range 80% of sales ? within first year38
  • 36. The Monograph Publishing Model:The P&L3 YearSales Year 1 Year 2 Year 3 TotalDomestic 400 75 25 500Export 75 75OtherTotal 475 75 25 575 3 YearSales Year 1 Year 2 Year 3 Total Domestic ? ? ? ?? Export ? ?? Other Total ?? ?? ?? ??39
  • 37. The Monograph Publishing Model:How Are We Adapting Our Current Modelto DDA?• Invest in Discoverability (and keep investing)• The Oxford Index• Experiment with DDA offerings via aggregators• Data Analysis + More Data Analysis–Sales trends + calendarization–Discipline trends–Print sales trends40
  • 38. The Monograph Publishing Model:Future Trends & Opportunities•XML: provides greater functionality & flexibility•Title by Title sales: provides the ability to customize offerings &mirror approval plans•Librarian – Supplier – Publisher collaboration is critical41