Dorette Snyman
Collection Developer: E-Resources
Unisa Library
The battle to build an e-book
collection: advice from the
t...
Discussion of the Unisa Library
experience in:
• Finding ebooks
• Purchasing models
• Content models
• Selection criteria
...
Battle is an orgy of disorder
George S Patton,
American general
The battle to find e-books
• No single comprehensive source available
• Combination of sources needs to be used
• Book sup...
What’s difficult to find?
• Textbooks
• Older titles
– Excluding big publishers
– Free titles may fill the gap
– Google Ed...
Content models
• Publisher driven content
– Compile collections to suit their marketing plan
– Bulk selling of content = “...
Purchasing models
• Individual titles
• Subject collections – determined by publisher
• Packages – by copyright year
• “ch...
No battle plan survives
contact with the enemy
Colin Powell, US General
Selection (1)
• Budget
– Separate budget for collections & “bulk buying”
– Allocation within subject budget for individual...
Selection (2)
• Content with opposing forces
– Publisher vs aggregator platform
– Collection vs individual title
– Purchas...
Licence and technical issues
• Licence agreement / purchase agreement
– First order on platform time-consuming
– Due dilig...
Procurement
• Publishers order record or individual title orders
• Direct or via agent
• Record of no. of volumes and titl...
Cataloguing
• 2-record approach
• Source of MARC records – OCLC vs publishers vs self
• Completeness of MARC record
• Corr...
Post- notification of access
• E-resource collection developer:
– Publisher or platform on A- Z list
– Completion of ERM r...
Finding our e-books
• Searchable in OASIS library catalogue
– E-books scoping in catalogue
– Or searches limited to e-book...
Who is involved?
• Collection development
– Subject collection developers
– E-resource librarian
• Procurement
– Serials –...
Using our Millennium modules
Acquisitions
• Create bib record for publisher
• Attach orders to publishers
record – collect...
All collection orders attached to
one publishers record
Individual order with full
information
ERM – publishers record:
Under Financial tab, record of
payments per year with total
Full ERM record
Examples of recent requests
• Knowledge Resources: HR Survey 2009
– Ebook in pdf, downloaded by e-mail link, valid for 2 h...
Issues we need to resolve
• Policies and criteria
• Boundary clarification between staff – internally and
inter-divisional...
What advice?
• Communicate!
• Get your work flow sorted
• Complete order records
• Contacts with publisher
• Get the licen...
Valuable book
Anson, Catherine & Connell, Ruth R. 2009. E-Book
Collections. SPEC kit no. 313.
New York: Association of Res...
You have to fight a battle
more than once to win it
Margaret Thatcher, UK Premier
Questions?
Thank you
Dorette Snyman
snymad@unisa.ac.za
Snyman unisa battle to build an ebook collection
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Snyman unisa battle to build an ebook collection

  1. 1. Dorette Snyman Collection Developer: E-Resources Unisa Library The battle to build an e-book collection: advice from the trenches GAELIC Training Camp, 16 November 2010
  2. 2. Discussion of the Unisa Library experience in: • Finding ebooks • Purchasing models • Content models • Selection criteria • Making e-books available • Advice to offer to other libraries
  3. 3. Battle is an orgy of disorder George S Patton, American general
  4. 4. The battle to find e-books • No single comprehensive source available • Combination of sources needs to be used • Book supplier & aggregator databases • Coutts, Dawson, Blackwell, NetLibrary, Ebrary, MyILibrary • WorldCat, Google Books • Publishers web sites • Publishers promotional material, visits & conferences • SANLIC offers • Requests from clients • Serendipity, or the chance encounter • Type of resource wanted will determine where we’ll look • Selection is an effort!
  5. 5. What’s difficult to find? • Textbooks • Older titles – Excluding big publishers – Free titles may fill the gap – Google Editions • Small and niche publishers • South African publishers • Different content models offered
  6. 6. Content models • Publisher driven content – Compile collections to suit their marketing plan – Bulk selling of content = “big deal” • Library driven content – Pick your own titles – time consuming – Individual titles on request – Often pre-requirement eg minimum value • Patron driven content – Purchase based on patron use • Dawson • MyILibrary
  7. 7. Purchasing models • Individual titles • Subject collections – determined by publisher • Packages – by copyright year • “cherry pick” – or create your own collection • “the whole tutti” - or complete collections • Backfiles – historical collections • Unsuitable models: – E-mailing the book in pdf or other format – Downloading to individual workstation – Individual password per person – Single user per title in publisher packages
  8. 8. No battle plan survives contact with the enemy Colin Powell, US General
  9. 9. Selection (1) • Budget – Separate budget for collections & “bulk buying” – Allocation within subject budget for individual titles – Vary between colleges and subjects – Digital assets and digital non-capitalised resources • Selection decision: – Collection development policy – Criteria for selection – Preference to access in perpetuity – Title lists are scrutinized and circulated for approval
  10. 10. Selection (2) • Content with opposing forces – Publisher vs aggregator platform – Collection vs individual title – Purchase vs subscription / lease – Front list vs available titles – E-only vs print + e – Single vs multiple user access – Unlimited vs restricted use – Copyright year vs publication year • Full title list of available titles pre-requirement to order • No front lists may be ordered • Precise description of selected package or collection
  11. 11. Licence and technical issues • Licence agreement / purchase agreement – First order on platform time-consuming – Due diligence (risk analysis) – Description of the collection in addendum to licence – Clauses required: • Authorized users with remote access • Post-cancellation or post-termination availability • Educational use • ILL? • Technical considerations – Authentication methods: IP vs passwords – Format of content – pdf, html – Persistent URL’s for linking
  12. 12. Procurement • Publishers order record or individual title orders • Direct or via agent • Record of no. of volumes and title list • Processing licence agreement & signatures • Communicate with publisher re discounts • Updated addendums for existing agreements • Tracking payment through Finance dept. • Receive notification of access • Communication to collection development & cataloguing
  13. 13. Cataloguing • 2-record approach • Source of MARC records – OCLC vs publishers vs self • Completeness of MARC record • Correct 856 field and item record • Fields must be correct to be retrievable in discovery tool • Problems with OCLC Collection Sets: • 856 (URL) not always correct – persistent URL’s • Collections incomplete, do not match selection title list • Errors in records • Publishers MARC records • Varying quality and completeness, UKMARC records • URL usually correct • Collections incomplete • Keeping up with additions and deletions
  14. 14. Post- notification of access • E-resource collection developer: – Publisher or platform on A- Z list – Completion of ERM record – Usage statistics – Initial announcement to users via newsletter • Subject Collection Developers – Ordered collections available – Incorporate into marketing efforts • Personal librarians, Information Desk – Communicate to users – on-campus and remote
  15. 15. Finding our e-books • Searchable in OASIS library catalogue – E-books scoping in catalogue – Or searches limited to e-books • Linking in prescribed and recommended reading lists • Listed on A-Z database web page • Listed as separate list in monthly New Books list • Will be retrievable in discovery tool (Encore)
  16. 16. Who is involved? • Collection development – Subject collection developers – E-resource librarian • Procurement – Serials – if subscription – Books – if a purchase • Cataloguing – All catalogers involved • Personal librarians – Marketing and raising awareness • Information Desk, Request Services • Marketing • Training
  17. 17. Using our Millennium modules Acquisitions • Create bib record for publisher • Attach orders to publishers record – collection developers • Dedicated fund code for e- books – per college • Number of volumes • Fixed fields: – Location: E-books – Asset type: electronic – Format : electronic ERM • Create erm record for publisher • Attach order records (related o) • Use Financial tab to total payments – usage stats • Source of MARC record - catalogers • Licence record - track progress - Procurement • Contact record for publishers contact persons – used by all • Supporting docs: – Title lists – Collections purchased – Conditions, discounts, etc.
  18. 18. All collection orders attached to one publishers record
  19. 19. Individual order with full information
  20. 20. ERM – publishers record: Under Financial tab, record of payments per year with total
  21. 21. Full ERM record
  22. 22. Examples of recent requests • Knowledge Resources: HR Survey 2009 – Ebook in pdf, downloaded by e-mail link, valid for 2 hours, single workstation • Harvard Business Press – To lecturers only, after registration of course, individual student per title, no institutional purchase • Clinical Nutrition, 8th ed., Cengage Gale iChapters – Lecturers and students online copy, payment per credit card, individual use only • Introduction to Textiles: Textiles and apparel education and training at your finger tips. – Series of 8 courses, prices per student per module
  23. 23. Issues we need to resolve • Policies and criteria • Boundary clarification between staff – internally and inter-divisional • Communication channels • Publishers title lists. Slippages! • Turnaround time for loading MARC records • Mismatched title lists and MARC collection sets • Additions and deletions of titles – who? • Source of MARC records – other services? • ERM to upload MARC records • Prescribed titles – e-version available? • Investigate e-readers and mobile interfaces
  24. 24. What advice? • Communicate! • Get your work flow sorted • Complete order records • Contacts with publisher • Get the licence for the platform done first • Insist on the correct title lists • Document procedures • Constantly work on the mind change of staff into the e- world
  25. 25. Valuable book Anson, Catherine & Connell, Ruth R. 2009. E-Book Collections. SPEC kit no. 313. New York: Association of Research Libraries, 2009. http://www.arl.org/resources/pubs/spec/
  26. 26. You have to fight a battle more than once to win it Margaret Thatcher, UK Premier
  27. 27. Questions? Thank you Dorette Snyman snymad@unisa.ac.za

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