NISO's DDA Initiative


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Kawecki, Barbara, and Michael Levine-Clark, “NISO’s DDA Initiative: Cross-Industry Stakeholders Express PDA to Improve the Landscape for All,” Charleston Conference, Charleston, S.C., November 9, 2012.

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NISO's DDA Initiative

  1. 1. NISO’s DDA Initiative: CrossIndustry Stakeholders Express PDAto Improve the Landscape for AllCharleston ConferenceNovember 8, 2012Barbara Kawecki, YBP Library ServicesBKawecki@ybp.comMichael Levine-Clark, University of
  2. 2. DefinitionsPublic Display of Affection (PDA)  An act of physical intimacy in the view of others.Portable Digital Assistant (PDA)  An obsolete digital device.
  3. 3. DefinitionsPatron-Driven Acquisition (PDA)  Acquisition of library materials based on direct or indirect patron input, including faculty requests and analysis of collection usageDemand-Driven Acquisition (DDA)  Acquisition of library materials based on patron selection at the point of need.
  4. 4. Why DDA?Rebalance collection from possible use toward immediate need Make many more titles available to users  A broader, deeper collection Spend same amount for greater access or less for same access
  5. 5. Why Do We Need Best Practices?Management of the “consideration pool” – the titles available for purchase or lease  Rules for:  Adding titles  Keeping unowned titles available  Removing titles  Managing records
  6. 6. A New Way of Thinking AboutAcquisitionAn evolution from getting books into the collection ToLong-term management of discovery tools that allow for demand-driven access to monographs
  7. 7. A Disruption to the EntirePublishing Supply ChainUncertainty for scholarly publishersNew role for approval vendors  From booksellers to service providersChanging role for academic libraries  Stewardship vs accessPotentially similar issues for public libraries, trade publishers
  8. 8. Components of DDA Free discovery of content  Set amount of time in the entire book  Set number of pages  Front and back matter Temporary lease Purchase Tools and strategies for automated management of the consideration pool
  9. 9. Goals Develop a flexible model for DDA that works for publishers, vendors, aggregators, and libraries. Allow for DDA plans that  Meet local budget and collection needs  Allow for consortial participation  Allow for cross-aggregator implementation  Account for how DDA impacts all functional areas of the library
  10. 10. DeliverablesRecommendations for  Managing and populating the consideration pool  Developing consistent models for  Free discovery  Temporary lease  Purchase
  11. 11. 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
  12. 12. Timeline Appointment of working group Aug 2012 Approval of charge, initial work Oct 2012 plan Completion of information gathering June 2013 Completion of initial draft Aug 2013 Gathering of public comments Sept 2013 Completion of final draft Dec 2013
  13. 13. The CommitteeCo-Chairs  Barbara Kawecki, YBP Library Services  Michael Levine-Clark, University of DenverLiaison from Business Information Committee  Norm Medeiros, Haverford College
  14. 14. Subcommittees Technical Issues  Profiling  Identifying titles for inclusion  Identify tiles for removal  Loading/updating/removing records  Automated notification about changed availability of titles  Managing order process, queuing for acquisitions
  15. 15. Subcommittees Technical Issues (continued)  Managing e/p duplication  Managing authentication  POD as an option  Consortial models if they differ from local models  Long-term availability of content  Guarantees of availability of un-owned titles  Preservation solutions
  16. 16. Technical Issues Committee Members Scott Bourns, JSTOR Lisa Mackinder, UC Irvine Lisa Nachtigall, Wiley David Whitehair, OCLC
  17. 17. Subcommittees Access Models  Free discovery  Temporary access  Purchase  Single vs. multiple users  Implications for publishers  Consortial models if they differ from local  Long-term availability of content  Guarantees of availability of un-owned content  Financial implications
  18. 18. Access Models Committee Members Lenny Allen, Oxford University Press Karin Byström, Uppsala University Terry Ehling, Project Muse Rochelle Logan, Douglas County Libraries Cory Polonetsky, Elsevier Dana Sharvit, Ex Libris
  19. 19. SubcommitteesMetrics  Cross-aggregator  Local vs. consortial  Development of spending predictions based on usage  Analyses of referral sources
  20. 20. Metrics Committee Members Stephen Bosch, University of Arizona Lorraine Keelan, Palgrave Macmillan Kari Paulson, EBL Jason Price, Claremont Colleges
  21. 21. Thank YouBarbara KaweckiBKawecki@ybp.comMichael