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A Leap of Faith: A Consortial PDA Pilot ProjectCatherine Davidson, York UniversityTony Horava, University of OttawaAcquisi...
Overview                              2• Ontario Council of University Libraries & Scholars    Portal•   PDA Chronology•  ...
Ontario Universities         3               Institutions         FTE               Algoma                870             ...
Ontario Council of University Libraries                   4                          Acquisitions Institute, May 2011
OCUL – Information Resources Committee                              5• Negotiate licenses for consortium : Abstracts, inde...
Scholars Portal       6              Acquisitions Institute, May 2011
PDA Chronology (1)                              7  Fall 2009• Vendor – consortium collaboration: defining a consortial  PD...
Vendor-consortium collaboration                            8Defining a consortial Patron-driven Acquisition pilot.•What tr...
Call for interest                          9• 16 of 21 said YES!                                      Acquisitions Institu...
Filtering Criteria                              10• Price ceiling: $200• Language: English and French• Imprint date: 2000 ...
Tiered Costing Model                           11School         Size             Contribution     # ParticipantsSmall    0...
Preparation for launch                                     12•OCUL cataloguing listserv an essential communication toolfor...
Sample MARC record coordination - York                           13• Retrieve MARC records from ftp site• Run through MARC...
PDA Chronology (2)                         14Fall 2010 (one year later)• Sept. 13–17:  Test Week• Sept. 20:     Official l...
Results: Titles by Publisher             15                    Acquisitions Institute, May 2011
Results: Titles by Subject            16                   Acquisitions Institute, May 2011
Results: Titles by Publication Year                 17                        Acquisitions Institute, May 2011
Results: Purchases Triggered by School                  18                         Acquisitions Institute, May 2011
Value/Benefits Derived: Cost per Book                        19School     List price         Relation to       Cost per bo...
Value/Benefits - continued                           20• Local load and purchase model allows integration into Scholars Po...
Some Challenges                           21• Coordination of MARC record loading posed different levels of difficulty for...
Post-pilot analysis by School - York                                   22• Phase I: 131 of 467 purchased titles triggered ...
Analysis of a title                         23Use triggers theaebookAnd so does sent.TwoGobiand purchase.Print“E” slipone ...
Post-pilot analysis by School - Ottawa                               24• Phase I: 91 of 467 purchased titles triggered by ...
Calibrating for the Future                            25How would we do things differently if we were to do itagain?•Was t...
The PDA Leap of Faith                            26•How to balance patron-driven demand withtraditional collection develop...
Thank you                           27     Questions?• Catherine Davidson     cdavids@yorku.ca• Tony Horava            tho...
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Acquisitions institute 2011 ocul pda project

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Transcript of "Acquisitions institute 2011 ocul pda project"

  1. 1. A Leap of Faith: A Consortial PDA Pilot ProjectCatherine Davidson, York UniversityTony Horava, University of OttawaAcquisitions Institute at Timberline LodgeMay 16, 2011
  2. 2. Overview 2• Ontario Council of University Libraries & Scholars Portal• PDA Chronology• Vendor-consortium collaboration• Pilot preparation & launch• Results: What did our patrons buy?• Value, benefits, challenges and calibration• The PDA Leap of Faith Acquisitions Institute, May 2011
  3. 3. Ontario Universities 3 Institutions FTE Algoma 870 Brock 14,557 Carleton 20,743 Guelph 21,452 Lakehead 7,583 Laurentian 7,630 McMaster 24,944 Nipissing 5,535 OCAD 3,010 UOIT 5,147 Ottawa 32,230 Queens 20,751 RMC 1,792 Ryerson 26,841 Toronto 68,334 Trent 7,030 Waterloo 27,674 Western 33,119 Wilfrid Laurier 14,054 Windsor 14,419 York 45,235 Total 402,950 Acquisitions Institute, May 2011
  4. 4. Ontario Council of University Libraries 4 Acquisitions Institute, May 2011
  5. 5. OCUL – Information Resources Committee 5• Negotiate licenses for consortium : Abstracts, indexes, ejournals, ebooks• Develop model licenses: ebooks, ejournals, data, local load• Evaluate and assess usage and overlap of content e.g. MINES and in-house tools (SCOT and SPUD)• Strike special project working groups: Scholars Portal Collection Policy, Local load toolkit, Print journal preservation plan, OCUL-IR strategic plan Acquisitions Institute, May 2011
  6. 6. Scholars Portal 6 Acquisitions Institute, May 2011
  7. 7. PDA Chronology (1) 7 Fall 2009• Vendor – consortium collaboration: defining a consortial PDA• Issue call for interest• Filtering process: 100,000 titles down to 40,000• Tiered costing model: small, medium, large Acquisitions Institute, May 2011
  8. 8. Vendor-consortium collaboration 8Defining a consortial Patron-driven Acquisition pilot.•What triggers a purchase in a consortial setting?•What is considered a “unique view”?•How many “copies” in consortial setting? Acquisitions Institute, May 2011
  9. 9. Call for interest 9• 16 of 21 said YES! Acquisitions Institute, May 2011
  10. 10. Filtering Criteria 10• Price ceiling: $200• Language: English and French• Imprint date: 2000 – 2010• Exclude previously purchased ebook bundles via CRKN & OCUL e.g. T&F, CUP, OUP, Duke, Springer etc• Exclude non-academic content Acquisitions Institute, May 2011
  11. 11. Tiered Costing Model 11School Size Contribution # ParticipantsSmall 0 – 10,000 FTE $5,000 5Medium 10 – 30,000 FTE $10,000 8Large 30,000 + FTE $15,000 3 For a grand total of …..$150,000 Acquisitions Institute, May 2011
  12. 12. Preparation for launch 12•OCUL cataloguing listserv an essential communication toolfor exchange of information, posting of questions etc.•MARC records resided on Scholars Portal wiki, then: •downloaded •editedto reflect local requirements •loaded into each school’s ILS (shadowed) until….• ….the launch date! Acquisitions Institute, May 2011
  13. 13. Sample MARC record coordination - York 13• Retrieve MARC records from ftp site• Run through MARC Report ($200) analysis tool• Run through MARCEdit (free) to batch edit, add local info: 506, 710, 949• Load into Sirsi ILS• At end of pilot, all 40,000 pulled out based on 710• 467 purchased titles run through ERM to assign resolver URLs Acquisitions Institute, May 2011
  14. 14. PDA Chronology (2) 14Fall 2010 (one year later)• Sept. 13–17: Test Week• Sept. 20: Official launch• Sept. 28: $150,000 spent, 467 titles purchased for 16 schools•Jan. 2011 91 additional titles purchased by 8 Acquisitions Institute, May 2011
  15. 15. Results: Titles by Publisher 15 Acquisitions Institute, May 2011
  16. 16. Results: Titles by Subject 16 Acquisitions Institute, May 2011
  17. 17. Results: Titles by Publication Year 17 Acquisitions Institute, May 2011
  18. 18. Results: Purchases Triggered by School 18 Acquisitions Institute, May 2011
  19. 19. Value/Benefits Derived: Cost per Book 19School List price Relation to Cost per book amount spentSmall $37,500 750% $10.70Medium $37,500 375% $21.41Large $37,500 250% $32.12 Acquisitions Institute, May 2011
  20. 20. Value/Benefits - continued 20• Local load and purchase model allows integration into Scholars Portal Books platform• ebrary successfully secured local load rights for 557 titles purchased• Long-term preservation• Integration into web-scale discovery systems• Integration into course pages and virtual environments Acquisitions Institute, May 2011
  21. 21. Some Challenges 21• Coordination of MARC record loading posed different levels of difficulty for different schools• Technical “glitches” regarding purchased titles• User perception – disappearing content• Analysing results in timely way Acquisitions Institute, May 2011
  22. 22. Post-pilot analysis by School - York 22• Phase I: 131 of 467 purchased titles triggered by York users • 89 of 131 (67%) were duplicated in print • 18 of 131 (16%) were duplicated in electronic• Phase II: 8 schools chose to purchase an additional 91 titles• Phase III: York purchased additional 98 titles with year- end funds• Usage post-pilot: 127,155 pages viewed, 20,014 pages printed Acquisitions Institute, May 2011
  23. 23. Analysis of a title 23Use triggers theaebookAnd so does sent.TwoGobiand purchase.Print“E” slipone “P”. No circulates LOT Acquisitions Institute, May 2011
  24. 24. Post-pilot analysis by School - Ottawa 24• Phase I: 91 of 467 purchased titles triggered by Ottawa users• Phase II: 8 schools purchased additional 91 titles. Of the 558 titles, Ottawa had: • 458 in print • 25 in electronic • 44 in both formats• Usage post-pilot: 74 of 91 titles used, 705 user sessions, 4,871 pages printed Acquisitions Institute, May 2011
  25. 25. Calibrating for the Future 25How would we do things differently if we were to do itagain?•Was the trigger definition satisfactory?•How would we re-define a “unique view”?•What additional metrics would assist in assessment? Acquisitions Institute, May 2011
  26. 26. The PDA Leap of Faith 26•How to balance patron-driven demand withtraditional collection development strategies, e.g.approval plans•How does the volatility around the future of the bookinfluence this conversation? And who should ourpartners be? Acquisitions Institute, May 2011
  27. 27. Thank you 27 Questions?• Catherine Davidson cdavids@yorku.ca• Tony Horava thorava@uottawa.ca Acquisitions Institute, May 2011
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