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CLA 2012: Give Them What They Want!
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CLA 2012: Give Them What They Want!


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Connecticut Library Association presentation (May 2012) - Wellesley College and the CTW Consortium's ebook PDA programs …

Connecticut Library Association presentation (May 2012) - Wellesley College and the CTW Consortium's ebook PDA programs

Sarah Becker, Wellesley College
Elizabeth Hansen, Connecticut College
Lorraine Huddy, CTW Consortium

Published in: Education
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  • For those of you new to PDA, you'll hear these acronyms today:First, PDA and DDA are similar terms used for: “an acquisitions model that enables libraries to provide access to titles (usually through the catalog) and only purchase the ones that patrons actually use. PDA can be for ebooks or print titles… the key is the provision of access before ownership. STLs refer to a pay-per-view model. Libraries pay fees so patrons may “borrow” an ebook prior to purchase. The library pre-determines the # of STLs they will pay before triggering a purchase. L oan periods can for one day or up to one month and are renewable. Fees vary based on the ebook’s price and the length of the loan. Usually, libraries have the ability to set a maximum cost per STL, adding an additional layer of mediation. DRMs are how publishers control their rights over digital content.They affect the user’s ability to copy, print or download and are negotiated between the vendor and publisher. The last 3 acronyms are the major players in the PDA plans that Sarah & Lorri will cover.
  • RecordsThe quality of records can vary so have your Tech Services staff review the vendor-supplied records to determine if they meet your cataloging standards and expectations and whether these can be customized?AuthenticationYou'll also want to have a variety of people test the authentication set-up(s) to ensure that students and faculty will be able to access your PDA titles on & off campus.DiscoveryThere are a wide-variety of methods that you can take advantage of to assure the PDA titles are discovered and used. Consider your discovery layer, and other points where your users might access your PDA titles, including your e-resources course mgt site, course reserves, and online research guides
  • Merged organization since 1999New Chief Information Office is Ravi Ravishanker
  • EEBO: 70,000 titles
  • Deposit account: vendor accounts for every STL and autopurchase, sends monthly invoices reflecting the status of the deposit account
  • Lower risk: we’re purchasing titles that have already been used three times; with approval plans we are guessing what our patrons need
  • The Summon interface allows deep keyword searching, which may make up for subject heading inconsistencies.
  • In Millennium, we create an order record for each autopurchase, which prevents deletion
  • Profiled to get academic titles in content areas that fit shared curricular needs. price limit: $250 (MU) and $150 (SU)MiL (Coutts) records Users first get a description page about the title If they then actually open the ebook, a session starts. Titles get purchased on the 2nd user session. >> There are no STLs because they aren’t an option Users can print or download multiple times during a sessionInitially wanted Multi-User access to avoid turnaways Usage showed this wasn’t necessaryBegan sharing Single User access at the start of Year 2 (Jan 2011) WithMiL, SU = 1+ users: unusual activity vs. an occasional simultaneous user. Funding: Initially, we set up a $45,000 deposit fund which lasted 1½ yrs.We now pay month-to-month invoices, and have spent $56,400 during the first two years.
  • Manual DDA will Use our YBP profiles to identify potential titles Selectors will see ebook and print options -- along w/ pricing They may “ADD to DDA” - all titles chosen will create CTW’s DDA pool.We hoped to use YBP records since that workflow is in place, but can’t batch selections – so EBL records. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~We’ll start with one week STLs to assure higher use before purchase. Each library controls its own STL settings.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Each library pays only for STL fees and purchases incurred by its own patrons. If a library triggers a purchase - it alone buys a copy and will have perpetual access to it. The other libraries’ will have access through their STL set up.The libraries could buy 3 copies of the same title -- If so, 2ndor 3rd copy is deeply discounted.In terms of MiL: Pulling titles – new additions to ebrary’s ACCRetain a business relationship w/ MiL due to the ebook market’s constant changes
  • Transcript

    • 1. Sarah Becker, Wellesley CollegeBeth Hansen, Connecticut CollegeLorri Huddy, CTW Library ConsortiumConnecticut Library AssociationAnnual Conference 2012
    • 2. A show of hands please.a. Personal Digital Assistantsb. Public Display of Affection (Not in the stacks, please!)c. A way to strengthen collections and effectively use your limited $$$d. A way to build your collection based on what your patrons need and wante. Answer: All of the above
    • 3. PDA: Patron-Driven Acquisitions DDA: Demand-Driven Acquisitions STLs: Short Term Loans DRMs: Digital Rights ManagementOther acronyms you’ll hear today: EBL = EBook Library MiL = MyiLibrary (Coutts) YBP = Yankee Book Peddler
    • 4. The Old Model The New Model"Just in Case" model “Just in Time” modelAnticipated Use Actual Usetriggers purchase triggers purchaseOwnership of Content Access to Content (including Pay-per-View )
    • 5. Aggregators: And Individual Publishers… and more?
    • 6. ACCOUNTS: Funds & Profile ACCESS: Titles & UsersAWARENESS: Communication & Training
    • 7. Deposit Account or Month-to-Month?• Content Areas • Publication Dates• Types of Materials • Languages• Readership Levels • Price Limit• Specific Publishers • Format – E or P?
    • 8. Catalog Records Review Quality & Local CustomizationsAuthentication Proxy, SSO, VPNDiscovery Catalog, Vendor site, Moodle, etc.
    • 9. Who should know…and to what extent? Library Staff Students and Faculty College Administration
    • 10. Sarah Becker Acquisitions Librarian Wellesley CollegeLibrary and Technology Services May, 2012
    • 11.  Undergraduate liberal arts women’s college 2300 students, 350 faculty Library collections budget:  $1,500,000 journals and databases  $600,000 monographs Merged organization, called Library and Technology Services
    • 12.  ILS: Millennium, from Innovative Interfaces Web-scale discovery service: Summon, from Serials Solutions YBP is our U.S. vendor  Three approval plans: university presses, art, and music  Print only  PromptCat
    • 13.  About 150,000 ebooks from all sources, including: Early English Books Online Ebrary Academic Complete Government Printing Office Ebook Library patron-driven acquisitions
    • 14.  Ereader program, to discover the usefulness of ereaders for academic purposes Lending ereaders, iPads, as well as laptops, cameras, and video equipment Mobile application for the library
    • 15.  Ebook Library Began the program in September, 2009 Two short-term loans, then an autopurchase Payment started with a deposit account  First year $20,000  Second year $45,000  Third year $60,000
    • 16.  Our science librarian had experience with PDA in a corporate setting Two collection management librarians started the plan We used funds from the science monographs budget at first Achieved buy-in from colleagues once the merits of the plan were evident We did not need approval from a higher administrative level
    • 17.  Broad profile:  all publishers on our approval plans  relevant academic publishers  $500 price limit  publication date starting from January, 2007  all languages Keyword exclusions: “for dummies,” “Cliff’s,” etc. Librarians can make deletions Librarians can purchase titles before use; these are called firm orders
    • 18.  EBL has about 250,000 titles available We show about 54,000 in our catalog We have had activity on about 8% of the titles in our catalog
    • 19.  Total titles invoiced: 4439 Short-term loans: 4009 (90%) Autopurchases: 388 (9%) Firm orders: 41 (1%) Total titles browsed: 7487 Short-term loans: 54% of browsed Autopurchases: 5% of browsed
    • 20.  PDA is lower risk than our approval plans Short-term loans decrease autopurchases Our purchases support courses, not individual research Titles are used after purchase Ebooks are used in all disciplines
    • 21.  Two possible sources of catalog records for EBL titles:  EBL free MARC records  Serials Solutions records
    • 22.  Quality issues: lack of subfield delimiters, series numbering Subjects headings were minimal and very broad Extraneous information in Table of Contents such as the words “Book cover,” “copyright,” etc.
    • 23.  Adapted from records for print versions by LC High quality However, a third of them are not LC but brief Books- in-Print records from Bowker with no subject headings
    • 24.  We currently use Serials Solutions records EBL has improved their records Cataloging staff issues:  Huge sets of records added and deleted every month  Additions are straightforward  Make sure to have a plan for handling deletions  Ensure that autopurchases are not deleted
    • 25.  Statement of our deposit account activity Detailed lists of short-term loans and autopurchases including titles and cost per title On EBL site, we can create reports  Counter reports  Usage reports  Invoice reports
    • 26.  Switch to vendor YBP Add PDA to our regular acquisitions workflow Pay title by title We will receive data loads from YBP We will incorporate ebooks into our approval plans
    • 27.  Put together a team Decide on the coverage you want Select a vendor Create a budget Decide whether to publicize the project Monitor the process Make changes as necessary
    • 28.  Deborah Lenares, Manager of Library Acquisitions and Resource Sharing Steve Smith, Manager of Collections Management and Preservation Ray Schmidt, Manager of Cataloging and Metadata Sarah Becker, Acquisitions Librarian  sbecker @  781-283-3593
    • 29. Lorri Huddy, CTW Librarian for Collaborative Projects,Connecticut College, Trinity College, Wesleyan UniversityBeth Hansen, Director of Information Resources,Connecticut CollegeConnecticut Library AssociationAnnual Conference 2012
    • 30. Trinity CollegeConnecticut College Wesleyan University
    • 31. Collection analysis of holdingsCTW CCD Funds for unique titlesShared eBook project with PDAStudy of Undergraduates’ Use of eBooksGov Doc (FDLP) profile review
    • 32. Books purchased on 2nd user session No Short Term Loans!Entire book accessible each sessionPrint 60 pgs / Download 10 pgsAccess Levels: Multiple Users (Year 1) Single User (Year 2+)
    • 33. 6,322 PDA records loaded 1,168 Titles opened by our users = 18.5% of CTW’s PDA collection571 titles purchased Total Cost: $58,650 :: Avg $/Title = $98597 titles opened once Total Value: $64,300
    • 34. Average price per ebook: $131 MU and $77 SUSample eBook prices vs. SoftcoverMU: $250 vs. $39 :: $160 vs. $24SU: $126 vs. $28 :: $114 vs. $23
    • 35. 27% Used70% by 2Usedby 1 3% Used by 3
    • 36. Views After Purchase
    • 37. The Oops Factor
    • 38. Detailed Profiling Workload/WorkflowTitle Availability Publishers PracticesUser Access Levels User Expectations vs. RealitiesCustomer Service Purchase Triggers
    • 39. Our Unexpected and Unwelcomed “Patron”
    • 40. Consolidate Workflows forSelection and Technical ServicesPostpone Purchases using STLsAccount for Usage by Campus
    • 41. Sarah Becker from Wellesley College Sbecker@wellesley.eduBeth Hansen & Lorri Huddy from CTW
    • 42. Patron-driven acquisitions : history and best practices /David. A. Swords. S.l. : De Gruyter Saur, 2011.Breitbach, William, and Joy E. Lambert. "Patron-drivenebook acquisition." Computers in Libraries July-Aug. 2011:16+. General OneFile. Web. 11/16/2011.“A dialogue on patron-driven acquisitions,” Rick Andersonand Joe Esposito, 1/3/2012. <>Against the Grain. A publication “LinkingPublishers, Vendors and Libraries”. Its June 2011 issue(Vol. 23, No. 3) is devoted to the topic of Patron-DrivenAcquisitions.No Shelf Required. A blog about ebooks, moderated bySue Polanka. <>TeleRead blog. News and views onebooks, libraries, publishing and related topics.
    • 43. Note: Images may be subject to copyright and cannot be used for commercial purposesPhotograph of Rodin’s “The Thinker” by Todd Martin in a Row: Library (EBL) logo: Banner: eBooks Banner: Banner: Logo: Balls: Money image: Microsoft clip art collectionOops Bubble Logo: sign bubble.jpg"Which way?“ sign: image: at Work: