ALCTS PDA Preconference 2011

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  • US – Library and Book Trade Almanac 2010, p. 485. 2009 preliminary data.

Transcript

  • 1. Planning for the Future: Building a Demand-Driven Acquisitions Model Patron-Driven Acquisitions in Academic Libraries: Maximizing Technology to Minimize Risk ALCTS Pre-Conference New Orleans June 24, 2011 Michael Levine-Clark University of Denver Barbara Kawecki YBP Library Services
  • 2. A New Way of Thinking About Library Collections
  • 3. Definitions
    • Patron-Driven Acquisitions
      • Faculty requests/input
      • Use data
    • Demand-Driven Acquisitions
      • Meets immediate need
  • 4. Annual Book Production, 2009
  • 5. Books Cataloged 2000-2004 (126,953 Titles)
  • 6. Books Cataloged 2000-2004 (126,953 Titles)
  • 7. Demand-Driven Acquisitions Goals
    • Broaden the Collection
      • More titles
      • More publishers
      • More subjects
    • Match acquisitions to immediate demand
      • Short-term loans
      • Purchase-on-demand
      • Pay at point of need
      • Pay for amount of need
  • 8. Redefining the Collection
    • Everything we can provide in a timely manner
    • Ultimately, bounded only by budget
  • 9. The Consideration Pool
    • Titles available for purchase
    • Must keep at optimal size relative to budget
  • 10. Planning and Tools for DDA Projects
  • 11. Integrated DDA Projects
    • Integrated Demand Driven Acquisitions
    • 2010/2011 – New levels of cooperation and development between book vendors and ebook aggregators…the best of both worlds
    • Duplication control with print and ebooks, approval plans and firm orders
    • Workflow support – Selection, ordering, MARC record customization, invoicing, customer service
  • 12. DDA Planning
    • Why are you considering DDA and what ’s the focus of the project? Access? Ownership?
    • Is this a pilot or on-going collection development strategy?
    • What ’s your timeline?
    • Do you require de-duplication against your print and ebook orders?
    • What workflow have you considered to support your DDA program? Discovery records? Point of purchase records?
    • Do you intend to create individual order records and link payments to them for titles purchased through DDA?
    • What is your budget and how will you pay for DDA?
  • 13. DDA Implementation - It takes a village!
    • Bring all stakeholders into the conversation from the beginning
    • Library: Collection Development, Acquisitions, Cataloging, Systems
    • Collection Development Manager, Digital Sales, Aggregator representative, Library Technical Services, Customer Service
    • Task/implementation checklist
  • 14. DDA Evaluation
    • What constitutes success?
    • How will you evaluate the program?
    • Overview of recent Integrated DDA projects
  • 15. Long-Term Management
  • 16. Filling the Pool
    • Approval process
      • Broader criteria
      • Inclusion rather than exclusion
  • 17. Adding/Removing Records
    • Discovery is key
    • Must be automatic
    • Approval vendor
    • MARC record service
  • 18. Pool Maintenance
    • Rules for
      • Length of time in pool
      • Removal
      • Replacement
  • 19. Removal of Titles
    • Removal because of content, quality
    • Removal because of financial risk
    • Rules for temporary removal
    • Rules for permanent removal
  • 20. Use Shapes the Pool
    • Titles that are used get to swim a bit longer
      • Removing titles = unhappy users
  • 21. A Permanent Collection
    • Some titles are core
      • Establish criteria for permanent/longer-term availability
        • Title-by-title
        • Series
        • Publisher
        • Subject
  • 22. Role for Vendors
    • Fill the pool
    • Provide discovery tools
    • Remove/replace content
    • Comprehensive reporting
  • 23. Vendor Challenge: How to tread water and perform water ballet at the same time…
    • Integration of print and ebook DDA
    • Putting DDA at the head of the line
    • Pool party or multi-vendor support
    • Syncronized swimming: OPAC, aggregator channel, GOBI
    • End to end management system
  • 24. Enhanced Discovery
  • 25. Customized MARC Records and Enrichment
    • Discovery Records – created from a print record and customized for the library. Includes LC subject headings
    • Point of purchase records – can include data to create an order record and/or embedded acquisition data such as invoicing information or link to eInvoice
    • Enrichment service
      • TOC ’s, Summaries, Author biographies/affiliation
      • Increased discoverability and circulation of collection
  • 26. Thank You!
    • Michael Levine-Clark
    • Collections Librarian
    • University of Denver
    • [email_address]
    • Barbara Kawecki
    • Senior Digital Content Sales Manager
    • YBP Library Services
    • [email_address]