Best Practices for Demand-Driven
Acquisition of Monographs:
Preliminary Recommendations of
the NISO DDA Working Group
Char...
Best Practices for Demand-Driven
Acquisition of Monographs:
SURVEY RESULTS AND VERY

Preliminary Recommendations of
the NI...
Goals
• Develop a flexible model for DDA that works
for publishers, vendors, aggregators, and
libraries.
• Model should al...
Deliverables
• Recommendations for
– Managing and populating the consideration pool
– Developing consistent models for
• F...
Deliverables
• Recommendations for
– Methods for managing multiple formats (p&e)
– Ways to incorporate print-on-demand (PO...
Three Subcommittees
• Access Models
– Chair, Lisa Mackinder, UC Irvine

• Technical Issues
– Chair, Lisa Nachtigall, Wiley...
SURVEY RESULTS
Main survey conducted August 2013
• 104 questions
• 181 responses
• 99 complete responses

http://www.flickr.com/photos/in...
• Majority say programs effective, goals met
• Primary benefits:
– Immediate access for patrons
– Frees up selectors to fo...
•
•
•
•

17 responses
Limited budget
Limited staff
Size of institution
•
•
•
•
•
•
•
•
•

Imbalanced collection
Not collection development
Unsuitable content
Will purchase titles that won’t get...
• Evidence based
– Commit more $ than ultimately used
– Time consuming

• Budget overrun (though many indicate hasn’t
been...
• DDA from multiple aggregators, with different triggers –
potentially confusing
• Triggers for download, printing, but ma...
•
•
•
•

Expand collection
Complements traditional coll dev and ILL
Ability to experiment with new subject areas
Studies s...
•
•
•
•
•
•
•
•

Guaranteed use
Meets patron needs
No delays in access, unmediated
Some like mediated aspect of evidence-b...
• Free browse is essential
• Free browse can be used to determine if print
copy is desired
• STL and free browse are cost ...
• Better tracking/reporting
– Owned vs unowned
– To allow us to build models based on patterns

• Larger pool of content (...
• Pricing
– Tiered by institution size
– Standard STL cost
– STLs count toward purchase cost

•
•
•
•

Remove login requir...
• Additional content types
– Streaming video
– Articles, chapters, pages
– Reference works
– Textbooks

• Pricing
– STL co...
• Make it easier to remove titles
• Make it easier for Acquisitions to bypass system to
order titles that are needed
• Bet...
• Longer free browse
• Copying/pasting shouldn’t be a trigger
• Need more flexibility
– Different libraries have different...
• DDA profiles often broader
• Fewer qualifiers in DDA than approval profile
• Price, publisher, subject
• Most with multiple profiles have them with
one vendor
• Majority: As needed
– Only because content no longer available from
aggregator

•
•
•
•
•
•

Monthly (9)
Weekly (4)
Quar...
•
•
•
•

No longer available from aggregator
Not in desired publication date range
If print purchased
In pool for a year o...
PRELIMINARY RECOMMENDATIONS
FLEXIBILITY
Access Models
• Controls for intentional use
– Free browse
– Front/back matter
– Time in the book

• Respond to levels of ...
Technical Issues
• Implementation of a profile that can be
managed relative to budget
• Record management
– Deletions
– De...
Metrics
• Ability to measure all types of use
– Pre and post-purchase
– Non-use
– STL, browse, purchase

• Ability to use ...
Timeline
• Appointment of working group
• Information gathering
– Main survey completed
– Interviews
– Additional surveys
...
Thank You
Barbara Kawecki
bkawecki@ybp.com
Michael Levine-Clark
michael.levine-clark@du.edu
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recom...
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Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recommendations of the NISO DDA Working Group"

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Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recommendations of the NISO DDA Working Group," Charleston Conference, November 8, 2013.
Since Summer 2012, a National Information Standards Organization (NISO) working group has been developing a recommended practice regarding Demand-Driven Acquisition. This group, consisting of librarians, publishers, e-book aggregators, and approval and ILS vendors, has gathered feedback through surveys, interviews, and focus groups, and will present draft recommendations and ask for audience reactions.

The working group plans to release a final report in Spring 2014. This session will provide a crucial opportunity for stakeholders to respond to preliminary findings of the group, including detailed results of its recent international survey of stakeholders about DDA practices and opinions. The report will include recommendations on:

Best practices for populating and managing the pool of titles under consideration for potential purchase, including methods for automated updating and removal of discovery records;
Development of consistent models for the three basic aspects of e-book DDA – free discovery to prevent inadvertent transactions, temporary lease, and purchase – that work for publishers and libraries;
Methods for managing DDA of multiple formats; and
Models and strategies for measuring and predicting use.

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Levine-Clark, Michael, and Barbara Kawecki, "Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recommendations of the NISO DDA Working Group"

  1. 1. Best Practices for Demand-Driven Acquisition of Monographs: Preliminary Recommendations of the NISO DDA Working Group Charleston Conference November 8, 2013 Barbara Kawecki, YBP Library Services Michael Levine-Clark, University of Denver Libraries
  2. 2. Best Practices for Demand-Driven Acquisition of Monographs: SURVEY RESULTS AND VERY Preliminary Recommendations of the NISO DDA Working Group Charleston Conference November 8, 2013 Barbara Kawecki, YBP Library Services Michael Levine-Clark, University of Denver Libraries
  3. 3. Goals • Develop a flexible model for DDA that works for publishers, vendors, aggregators, and libraries. • Model should allow for DDA programs that – – – – Meet local budget and collection needs Allow for consortial participation Support cross-aggregator implementation Account for how DDA impacts all functional areas of the library http://www.flickr.com/photos/katiedee/3644929496/
  4. 4. Deliverables • Recommendations for – Managing and populating the consideration pool – Developing consistent models for • Free discovery • Temporary lease • Purchase http://www.flickr.com/photos/dee_/3239025112/
  5. 5. Deliverables • Recommendations for – 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
  6. 6. Three Subcommittees • Access Models – Chair, Lisa Mackinder, UC Irvine • Technical Issues – Chair, Lisa Nachtigall, Wiley • Metrics – Chair, Lorraine Keelan, Palgrave http://www.flickr.com/photos/korephotos/6349696845/
  7. 7. SURVEY RESULTS
  8. 8. Main survey conducted August 2013 • 104 questions • 181 responses • 99 complete responses http://www.flickr.com/photos/info_grrl/5547707940/
  9. 9. • Majority say programs effective, goals met • Primary benefits: – Immediate access for patrons – Frees up selectors to focus on advanced/specialized collection development – Much larger ebook collections, relatively low cost – Increased ebook usage overall • Challenges: – DRM – Limited content available – Poor tools to manage programs
  10. 10. • • • • 17 responses Limited budget Limited staff Size of institution
  11. 11. • • • • • • • • • Imbalanced collection Not collection development Unsuitable content Will purchase titles that won’t get used again Little or no ownership Not all books/publishers are available Malicious purchasing Purchasing by unaffiliated users Duplication (e/p or e/e) 112 responses
  12. 12. • Evidence based – Commit more $ than ultimately used – Time consuming • Budget overrun (though many indicate hasn’t been an issue) • Pay more with STL • DRM, long-term access concerns • General ebook concerns • Workflow concerns • Lack of user awareness • Risks for publishers
  13. 13. • DDA from multiple aggregators, with different triggers – potentially confusing • Triggers for download, printing, but may not be “real” use • Time limit could be hit when user leaves ebook open • Five minutes not long enough • TOC, front matter generally aren’t enough to determine value
  14. 14. • • • • Expand collection Complements traditional coll dev and ILL Ability to experiment with new subject areas Studies show higher subsequent use than traditional materials • Collection development based on actual data • “A nice resolution to the just-in-case vs. just-intime paradigms” • Can be used to analyze gaps/needs/trends 112 responses
  15. 15. • • • • • • • • Guaranteed use Meets patron needs No delays in access, unmediated Some like mediated aspect of evidence-based models Very cost effective, helps budget Way to justify budgets STL – cost savings, “may be all that is needed” Frees up staff time
  16. 16. • Free browse is essential • Free browse can be used to determine if print copy is desired • STL and free browse are cost effective • TOC and index can be used effectively to determine what is not wanted
  17. 17. • Better tracking/reporting – Owned vs unowned – To allow us to build models based on patterns • Larger pool of content (more books, more publishers) • DRM, simultaneous user models, device compatibility • Better workflow options (record loads, etc.) 91 responses
  18. 18. • Pricing – Tiered by institution size – Standard STL cost – STLs count toward purchase cost • • • • Remove login requirements Longer browse Better profiling (more granular) Simplify – too many options is confusing
  19. 19. • Additional content types – Streaming video – Articles, chapters, pages – Reference works – Textbooks • Pricing – STL cost applied to purchase cost – Free STLs 61 responses
  20. 20. • Make it easier to remove titles • Make it easier for Acquisitions to bypass system to order titles that are needed • Better MARC records • Easier and continuous deduplication process • Better usage data – Make it possible for all aspects of DDA to be data-driven • ILL rights • Use aggregator for process, but allow content to live on publisher platform • More nuanced notification options (e.g. librarian notified of first STL on very expensive books)
  21. 21. • Longer free browse • Copying/pasting shouldn’t be a trigger • Need more flexibility – Different libraries have different goals • Customizable triggers by subject • STLS set too high/STLS set too low • Need better reporting on what triggers caused a financial transaction for a title 51 responses
  22. 22. • DDA profiles often broader • Fewer qualifiers in DDA than approval profile • Price, publisher, subject
  23. 23. • Most with multiple profiles have them with one vendor
  24. 24. • Majority: As needed – Only because content no longer available from aggregator • • • • • • Monthly (9) Weekly (4) Quarterly (3) Biweekly (2) Annually (2) Every three years (1)
  25. 25. • • • • No longer available from aggregator Not in desired publication date range If print purchased In pool for a year or more with no trigger
  26. 26. PRELIMINARY RECOMMENDATIONS
  27. 27. FLEXIBILITY
  28. 28. Access Models • Controls for intentional use – Free browse – Front/back matter – Time in the book • Respond to levels of comfort with access vs. ownership – Adjustable STL levels – Purchase or not • Models that allow for implementation when infrastructure unavailable (eg. Evidence Based)
  29. 29. Technical Issues • Implementation of a profile that can be managed relative to budget • Record management – Deletions – Deduplication • May be more important to have high-quality discovery records than high-quality ownership records
  30. 30. Metrics • Ability to measure all types of use – Pre and post-purchase – Non-use – STL, browse, purchase • Ability to use data to – Predict spending patterns – Adjust profile – Adjust triggers
  31. 31. Timeline • Appointment of working group • Information gathering – Main survey completed – Interviews – Additional surveys Aug 2012 Aug 2013 • Public libraries • consortia – Information gathering completed • Completion of initial draft • Gathering of public comments • Completion of final report Nov 2013 Feb 2014 Mar 2014 May 2014
  32. 32. Thank You Barbara Kawecki bkawecki@ybp.com Michael Levine-Clark michael.levine-clark@du.edu

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