Electronic Resources & Libraries, Austin, Texas, March 2, 2011

1. Demand-Driven Acquisitions: New Tools and Strategies for Long-Term Management Bryan Keane – ebrary Robin Champieux – EBL Michael Levine-Clark – University of Denver Matt Nauman - YBP

2. Patron Driven Acquisition: Early TrendsBryan KeaneDirector of Sales – ARL & Consortiabkeane@ebrary.com

3. Brief history of ebrary PDA Pilot PDA: September 2009 to September 2010 Research: Surveys, focus groups, data analysis Production PDA: Launched October 15th Additional content: currently 155,000+ titles New profiling system Greatly improved title ‘triggering’ Fund management to better control spending

4. Caveats Data: Not enough data is available to declare long-term trends with any certainty Mix: Adoption is accelerating, which could quickly alter emerging trends Features/Content: New features and content could also impact early trends

5. Preconceived notions PDA will lead to ‘acquisition anarchy’ PDA will replace selectors PDA is best suited to STEM subjects PDA will change usage patterns PDA will break the budget

8. 30% see PDA as a means to save selector timeThe reality: PDA is a tool to help selectors improve accuracy and responsiveness (not replace them) Duke PDA pilot: 90 of 148 titles purchased were previously rejected by selectors.

9. PDA for STEM subjects?

10. Change in usage patterns? PDA triggering by subject Usage of all ebrary titles Conclusion: 9 of the top 10 subject areas overlap between PDA triggering and usage of all ebrary titles

12. Questions? Bryan KeaneDirector of Sales – ARL & Consortiabkeane@ebrary.com

13. Demand Driven Acquisitions: New Tools and Strategies for Longterm Management Patterns, Predictability, and Outcomes Robin Champieux robin.champieux@eblib.com Vice President, Business Development

15. Percentage of visible titles with a short-term loan = 8%

16. Percentage of visible titles with an autopurchase = 1.41%

17. Average number of short term loans per title = 1.39

19. 100% overlap between DDA purchasing

20. Subjects

21. Business

22. Social Science

23. Education

24. Medicine

26. 100% overlap between upfront purchasing

27. Subjects

28. Business

29. Social Science

30. Literature

31. Medicine

33. 80% overlap between DDA purchasing

34. Subjects

35. Business

36. Social Science

37. Education

38. Medicine

40. 80% overlap between upfront purchasing

41. Subjects

42. Business

43. Social Science

44. Medicine

45. Education

47. Increased need for control and effectiveness

48. Publishers and Traditional Approval Vendors

49. Usage is a new value criteria…..calling for new business models

51. Percentage of visible titles with a short-term loan = 8%

52. Percentage of visible titles with an autopurchase = 1.41%

53. Average number of short term loans per title = 1.39

54. Percentage of list price paid to facilitate access: 14.23%…..that work!

56. Offer access to a larger universe of content

57. Spend money more effectively – content is used

59. Size of average collection = 63,833 titles

60. % of purchased titles with no use = 0%

61. 2 X unique title coverage

63. Size of average collection = 2,171 titles

64. % of purchased titles with no use = 50%

65. 50% less unique titles

67. Long-Term Management of Demand-Driven Acquisitions Electronic Resources & Libraries Austin, Texas March 2, 2011 Michael Levine-Clark Collections Library, University of Denver michael.levine-clark@du.edu

68. Demand-Driven Acquisition Goals Broaden the collection More titles More publishers More subjects Match acquisitions to immediate demand Short-term loans Purchase-on-demand

69. Redefining the Collection Everything we can provide in a timely manner Ultimately, bounded only by budget

70. The Consideration Pool Titles available for purchase Must keep at optimal size relative to budget

71. Filling the Pool Approval process Broader criteria Inclusion rather than exclusion

72. Pool Maintenance Rules for Length of time in pool Removal Replacement

73. Removal of Titles Removal because of content, quality Removal because of financial risk Rules for temporary removal Rules for permanent removal

74. Use Shapes the Pool Titles that are used get to swim a bit longer Removing titles = unhappy users

75. A Permanent Collection Some titles are core Establish criteria for permanent/longer-term availability Title-by-title Series Publisher Subject

76. Role for Vendors Fill the pool Provide discovery tools Remove/replace content

77. Thank You Michael Levine-Clark Collections Librarian University of Denver michael.levine-clark@du.edu

78. Demand Driven Acquisitions Vendor Management Issues Electronic Resources & Libraries March 2, 2011 Presented by: Matt Nauman

79. Launching a Demand Driven Acquisitions Service General themes: development, cooperation, adaptability, flexibility Integrated service implemented and launched Integration means that YBP and aggregators are linked Launch Features - simplified: Weekly batch of digital titles based on library profile Discovery records created and placed in FTP site Library places records in OPAC or other discovery layer Patrons have access to free browse, Short Term Loan and/or purchase Approval profiling methodology ensures appropriate titles YBP provides invoicing for purchases and STLs Duplication control across P and E purchases Retro collections available

80. Long Term Intentions – and Considerations Our intent is an end-to-end management system for DDA DDA is relatively undeveloped so we opted to work in stages Stage 1 with pilot libraries and these aggregator partners Stage 2 development has started but can be adjusted as required by developments

84. They had different needs for the launch

85. This required close work with customers to match expectations with deliverables

86. YBP developed a questionnaire and checklist to make sure everything was covered

87. Cataloging records created some issues

88. Each customer had different needs and workflows

89. The original libraries are now live

90. The process for the next group of customers has already started

92. An Early Look at Longer Term Management of DDA This is what the end-to-end system could be Remember – it is a work in progress Management components include: A pool of titles that will include much more than Approvals Print and digital content Management tools such as a dashboard, new reports & analysis Business rules maintained by YBP Again – the removal service based on profile Ongoing development based on customer needs

93. Conclusions Personal note – this is a rewarding project The old way of doing business does not match up with technological development Collections don’t need to be built on a “Just in Case” basis We can do better by offering efficiency and better use of budgets We can offer a growing database of discoverable and acquirable content Providing access to more content than a library could be expected to purchase