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Snyman unisa battle to build an ebook collection

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  • 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. 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. Battle is an orgy of disorder George S Patton, American general
  • 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. 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. 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. 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. No battle plan survives contact with the enemy Colin Powell, US General
  • 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. 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. 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. 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. 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. 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. 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. 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. 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. All collection orders attached to one publishers record
  • 19. Individual order with full information
  • 20. ERM – publishers record: Under Financial tab, record of payments per year with total
  • 21. Full ERM record
  • 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. 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. 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. 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. You have to fight a battle more than once to win it Margaret Thatcher, UK Premier
  • 27. Questions? Thank you Dorette Snyman snymad@unisa.ac.za