Academic libraries acq_march_2011


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Presentation about the selection and acquisitions of library materials

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  • Supported by Systems Librarians and IT
  • Major research institutions, CIC partnered w/ Google, collectively saved all Institutions 5.6 million
  • Question to students: have you ever done this type of work?
  • OSU usually uses aggregators: SWETS, EBSCO
  • Move behind # 19
  • Question to students: have any of you used these tools?
  • Good point to take a break?
  • Illustration or graphics heavy, foreign language publishers
  • ebrary, Kindle, phone apps, off-campus access via EZ Proxy
  • Elaborate decision-making committee processes set in motion in early 1990s are obsolete
  • GOBI3, ebrary, via individual publisher, open access = free, but associated costs
  • Move to the end
  • -Streamlined workflows -New positions created ; i.e. rights mgmt,e-reserves, licensing -Librarians getting law degrees
  • Academic libraries acq_march_2011

    1. 1. Academic Library Acquisitions: Workflows and Challenges Barbara Dunham Serials & Electronic Resources Librarian Dracine Hodges Interim Head, Monographs Department The Ohio State University Libraries March 2, 2011
    2. 2. Agenda <ul><li>Introductions </li></ul><ul><li>Print Acquisitions </li></ul><ul><ul><li>- Monographs </li></ul></ul><ul><ul><li>- Continuations </li></ul></ul><ul><li>E-Acquisitions </li></ul><ul><ul><li>Licensing </li></ul></ul><ul><ul><li>e-Serials </li></ul></ul><ul><ul><li>e-Books </li></ul></ul><ul><li>Concluding Remarks </li></ul><ul><ul><li>Questions </li></ul></ul>
    3. 3. The Ohio State University Libraries <ul><li>$10 million for OSU collections </li></ul><ul><li>Acquisitions divided between Monographs Department and Serials/Electronic Resources Department </li></ul><ul><li>Monographs Department staffed with 1 librarian and 13 staff members </li></ul><ul><li>Serials/Electronic Resources Department staffed with 1 librarian and 2 staff members </li></ul><ul><li>Supported by Systems Librarians and IT </li></ul>
    4. 4. Digital vs. Other Formats <ul><li>$8 million serials allocation $2 million monographs allocation </li></ul><ul><li>72% of serial expenditures were for digital formats </li></ul><ul><li>17% of monograph expenditures were for digital formats </li></ul>
    5. 5. Membership Impact <ul><li>State funded and member funded </li></ul><ul><li>Committee on Institutional Cooperation (CIC) – the twelve, soon to be thirteen Big Ten universities </li></ul><ul><li>regional service provider for OCLC </li></ul>
    6. 6. Print Acquisitions
    7. 7. Some Key Components of Monographs Acquisition Work <ul><li>Bibliographic Verification </li></ul><ul><li>Vendor selection: Cost, Speed, Services </li></ul><ul><li>Fund designation </li></ul><ul><li>Payment (Invoice, P-card) </li></ul><ul><li>Receipt and Copy Cataloging </li></ul><ul><li>Auditing Compliance </li></ul>
    8. 8. Monographs Selection Methods <ul><li>Virtual Approval </li></ul><ul><li>- GOBI 3, Aux Amateurs, Harrassowitz </li></ul><ul><li>Firm Orders </li></ul><ul><li>- Millennium </li></ul><ul><li>Gathering Plans </li></ul><ul><li>- Worldwide, Cassalini, Hogarth, Kenny </li></ul><ul><li>Gifts </li></ul><ul><li>- Highlights, Rudolph, Unsolicited </li></ul>
    9. 11. Some Key Components of Serials Acquisition Work <ul><li>Agents or Aggregators </li></ul><ul><li>Careful budgeting, encumbered funds </li></ul><ul><li>Renewals </li></ul><ul><li>Inflation and serial prices problem </li></ul>
    10. 12. E-Resource Acquisitions
    11. 13. Arrival of Electronic Format <ul><li>Serials staff entered the e-revolution before other library departments </li></ul><ul><li>Journals were a natural fit for the online environment </li></ul><ul><li>Databases fit more cleanly into serials work than anywhere else </li></ul>
    12. 14. Licensing – The Barrier to Acquisition <ul><li>Licenses began to appear in early-mid 1990s </li></ul><ul><li>Complex legal contracts designed to protect publisher interests </li></ul><ul><li>Librarians soon learned not to sign these contracts without appropriate negotiations and began to push back </li></ul>
    13. 15. Role of the Agent/Publisher <ul><li>Still have an important role to play </li></ul><ul><li>More challenging work than ever to track variant pricing models and up charges </li></ul><ul><li>Working to enter the licensing arena as agents between libraries and publishers </li></ul><ul><li>Developing new online self-service systems for library clients with automatic report generation and direct ordering/claiming </li></ul>
    14. 16. Electronic Journal Pricing Models <ul><li>Free with print subscription </li></ul><ul><li>Combined format price </li></ul><ul><li>Online format only </li></ul><ul><li>Backfile </li></ul><ul><li>-included with current subscription -rolling backfile </li></ul><ul><li>-acquire for an additional charge </li></ul>
    15. 17. Database Pricing Models <ul><li>Per search </li></ul><ul><li>Number of Full Time Equivalent (FTE) students </li></ul><ul><li>Number of faculty and students by discipline </li></ul><ul><li>Carnegie classification </li></ul><ul><li>Tiered pricing: size, budget, FTE, institutional type </li></ul><ul><li>Number of simultaneous users </li></ul>
    16. 18. E-Serials Selection Methods <ul><li>Database content </li></ul><ul><li>Open access content (Free) </li></ul><ul><li>Local acquisition/identification projects </li></ul><ul><li>Purchased/leased collections </li></ul><ul><ul><li>Consortia </li></ul></ul><ul><ul><li>OSU </li></ul></ul>
    17. 19. Management of E-Resources <ul><li>New responsibility for most acquisitions and serials staff </li></ul><ul><li>Tools for a toolkit may be acquired from many different vendors </li></ul><ul><li>Maintenance of A-Z ejournal and database lists </li></ul><ul><li>Troubleshooting and customer service </li></ul><ul><li>Usage data </li></ul>
    18. 20. Tools of the Trade <ul><li>Millennium Modules </li></ul><ul><ul><li>Serials </li></ul></ul><ul><ul><li>Acquisitions </li></ul></ul><ul><ul><li>ERM (Electronic Resource Management) </li></ul></ul><ul><li>Connexion </li></ul><ul><li>Online Catalog </li></ul><ul><li>Vendors </li></ul><ul><ul><li>Serials Solutions </li></ul></ul>
    19. 22. Major Issues Now <ul><li>Big deal packages – good or bad? </li></ul><ul><li>Aggregators vs. publishers </li></ul><ul><li>ERAMS providers </li></ul><ul><li>Perpetual access or archival rights </li></ul><ul><li>Ownership vs. access </li></ul><ul><li>Explosion of interlibrary loan </li></ul>
    20. 23. E-books, an Acquired Taste <ul><li>Electronic monographs began slowly, but gaining momentum </li></ul><ul><li>Print vs. electronic publishing problematic </li></ul><ul><li>E-books are becoming more ubiquitous and demand is increasing </li></ul><ul><li>Some disciplines slower to adopt </li></ul>
    21. 24. Evolution of User Attitudes and Expectations <ul><li>Technology improved, user expectations changed </li></ul><ul><li>Users now demand online access </li></ul><ul><li>24/7 accessibility </li></ul><ul><li>OSU LibQUAL trend data has allowed us to watch this progress </li></ul>
    22. 26. Re-evaluation of Selection <ul><li>Libraries spent significant amounts of time selecting e-resources </li></ul><ul><li>Selection and acquisition methods must sync with expectation that academic libraries collections budgets will be largely spent on electronic formats </li></ul><ul><li>Some libraries are placing selection in the hands of end-users </li></ul>
    23. 27. E-Book Purchase Models <ul><li>One-time purchase (perpetual access) </li></ul><ul><li>Lease/subscription access </li></ul><ul><ul><li>Packaged content model </li></ul></ul><ul><li>Open access </li></ul><ul><li>E-book approval plans </li></ul><ul><li>Patron-driven acquisition (PDA) </li></ul>
    24. 28. Patron Initiated Acquisitions <ul><li>Suggestion box, ILPOD, Netlibrary, ebrary </li></ul><ul><li>ILL requests approved for purchase </li></ul><ul><li>Purchases automatically triggered based on usage measured by page views, copies, and prints. </li></ul><ul><li>Some libraries have begun using this model for 50% of acquisitions. </li></ul>
    25. 29. Policy & Processing Issues <ul><li>Licensing </li></ul><ul><ul><li>Concurrent users v. single use </li></ul></ul><ul><ul><li>Restrictions on use </li></ul></ul><ul><ul><li>ILL rights </li></ul></ul><ul><li>Access </li></ul><ul><ul><li>Provision of URLs </li></ul></ul><ul><ul><li>Authentication method functional </li></ul></ul><ul><li>Multiple vendor platforms </li></ul>
    26. 30. Acquisition Issues <ul><li>Communication critical in increasingly complex work environment </li></ul><ul><li>Tools and procedures are paramount for communication management and collaboration </li></ul><ul><li>-ERM, Serials Solutions </li></ul><ul><li>-Close Vendor Relationships </li></ul><ul><li>-Streamlined Workflows </li></ul>
    27. 31. Hard Questions <ul><li>Should I use an agent or go directly to the publisher? </li></ul><ul><li>Is it possible to have an all electronic collection? </li></ul>
    28. 32. Concluding Remarks <ul><li>E-resources acquisitions today present enormous management challenges. </li></ul><ul><li>The continuing transition from print to e-resources is changing the work and the workflows. </li></ul><ul><li>Challenges will manifest in collection development philosophy and budget allocation. </li></ul>
    29. 33. Thank You! <ul><li>Barbara Dunham </li></ul><ul><li>E-mail: [email_address] </li></ul><ul><li>Dracine Hodges </li></ul><ul><li>E-mail: [email_address] </li></ul><ul><li>The Ohio State University </li></ul>