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Exploring patron driven access models for e journals and e-books
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Exploring patron driven access models for e journals and e-books


This is a presentation Lisa Kurt and Erin Fisher gave at the NASIG 2011 conference in St. Louis- enjoy!

This is a presentation Lisa Kurt and Erin Fisher gave at the NASIG 2011 conference in St. Louis- enjoy!

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  • Necessity Years ago investing in big deals was possible. Now forced to save dollars. PPV allows us to still provide needed content. 2. User choice PPV allows us to put our primary focus on the user. 3. Potential for the future Continued economic stress/unbundling Can we continue to support the traditional model? Weigh current practices against emerging alternatives Reevaluating library mission-how do we compete with other information providers? Again, consider alternatives. “ Individual articles are often more relevant to the reader than the publication as a whole.” - Carol Tenopir , June 1 st issue of Library Journal .
  • Who offers PPV and what models are available? Models vary and options should be investigated based on your institution’s needs.
  • Open door-unknown to users Shift focus from collections to access. publisher limitations (interface, linking, accessibility)
  • How did all of these factors play out during our investigation into PPV? Here are the varying modes of access currently provided by Wiley’s Article Select service.
  • Article select tokens pricing model as of September 2010.
  • Glimpse of back end of administrative account.
  • Glimpse of user experience.
  • The best bet for improving PPV capabilities is to: start asking more publishers about available options, work with them to suggest changes, and try out current options. If more libraries begin considering PPV as a viable option for delivering e-journal content, the more chance there is of models improving to better meet our needs.
  • “ Would libraries be willing to share control of spending on e-resources with patrons? This is quickly becoming the norm for ebooks, and what is interlibrary borrowing but patron-informed resource acquisition?” –Peter McCracken Wouldn’t it be nice if we could only pay for what our users actually use- no matter what that was? Patron driven ebooks are fast becoming a very desirable option for libraries.
  • variety of models out there - we looked at a number of different models from various vendors and shopped around before committing to one to start with Common options revolved mostly around short term loans versus outright purchases Mediated v. unmediated as with ppv number of titles varies within a catalog from the vendor strengths based on subject content vary between vendors but there is opportunity for focusing on certain subjects payment/billing options can be set up in various ways
  • Familiarity from the user perspective with other ebooks they have come across- user experience isn’t much different - As with other e-resources- users can access from anywhere they can get online. No longer do we have to have books sit on a shelf which is expensive – shelf space or building space is pricey! This lets libraries hone in on letting users get what they need at the time of need- no delays. - Flexibility with the settings, customization for the library- seems able to accommodate many budgets - Less time for librarians to spend on collecting and trying to determine what users need.
  • lots of decisions and considerations regarding records: Duplicate records, What records/collections to choose? Making sure staff can discern between EBL records (non-owned items) v. everything else we either own or license as part of workflows Short term loan is essentially pay per view [24 hours] Different workflows for a loan v. purchase- at times it raises questions/confusion for staff because we try not to purchase books that are available via PDA unless it is a faculty request Proceed with caution in setup- don’t want to blow the budget DRM: software to install for users- what a pain!
  • User perspective/coming from the library catalog: Mostly seemless integration to the user- they just click and authenticate Our users seem to know to go to the library catalog to search for books so integrating ebooks into that has been something we’ve been working on for some time Makes sense to include EBL ebooks in this location as an access point
  • UNR chose to go with EBL…Why EBL? -established and tested by other institutions -more than 140,000 titles in their catalog -IP authentication/Shibboleth -multiple concurrent users -Short-Term Loans as well as purchases -ability for use with reserves -Used Adobe Digital Editions -Allows patrons to use ebooks on different devices -Allows offline use of ebooks We began the pilot in January 2011
  • We’ve set up: - Users can view ebooks for up to 10 minutes before a short term loan is triggered- 24 hours for short term loan. UNR decided unmediated was best for us- after 5 short term loans a purchase would be triggered. 30 day loans for purchases- multiple concurrent users so books are never “checked out” ability to alert staff when purchase occurs 2010 imprints to start Records for non-owned materials are loaded into the catalog Authentication via Shibboleth When access runs out for users it saves the history and item but says” expired”- user can go back and trigger use again Ability to view usage stats- various reports including expenditures
  • First EBL purchased book: CliffsNotes GRE General Test Cram Plan Numbers: -Total STLs == 985 or approximately $8.21 per STL Between 1/1/2011 and 5/9/2011, our users triggered 1,606 online browsing sessions- cost = nothing Collaborate early on- a small team of diverse members allowed us to move quickly Starting small with a trial phase in-house during the fall informed without getting bogged down or overwhelmed With confidence and decisions made we entered into the pilot phase in January released into the “wild” allowing users access to the ebooks Ask lots of questions- of the rep and each other- if you can’t answer or conclude- keep track of it and revisit Moving forward beyond just 2010 imprint – with success of pilot we are moving onto the 2011 imprint and continuing Doing this by looking at the usage- short term loans and purchases What subject areas are the bulk of use coming from? Keep it simple The success of this pilot gets us to thinking about the future of collections and how much we’d like to expand in this direction…
  • Keep an eye to the future but realize the future isn’t set in stone- things change! Libraries have come a long way from closed stacks to open stacks to online resources. We have to challenge ourselves as a profession to rethink collection too. We need to rethink collections within librarianship as well as within the context of our own institutions.
  • -history of ownership in libraries -licensing is not exactly new- with e-journals and databases most e-resources and serials folks are used to licensing rather than owning Consider though- perpetual access, preservation, etc.- know your institution As Peter mentioned in his article- in some ways this is akin to a document delivery option but perhaps even quicker Hulk image: http://blog.veryfinebooks.com/2009/04/17/hulk-hogan-book-signing-event/
  • Making it work. What considerations should be taken when joining forces within the library to make a new service work? In both examples here it was a blend of Document Delivery, Information Resources, E-Resources and Serials, Acquisitions, Cataloging, and Subject Specialists- professional librarians as well as staff and student workers all pitching in to try something new and learn what works and what doesn’t. It was a “crumbling of walls” within our environment of silos. Get together and talk early on. Don’t be so afraid to fail…what is the worst that can happen? Be flexible Ask lots of questions of the vendor and of each other. Don’t let it get bigger than your institution can handle- start small and grow. Collaboration means dancing without stepping on each others toes.
  • Connecting users to what they need and want BTW- this is the St. Louis Cardinals' 2006 World Series Trophy!


  • 1. Erin S. Fisher, Document Delivery & E-Reserves Librarian Lisa Kurt, Head of E-Resources & Acquisition Services University of Nevada, Reno Exploring Patron Driven Access Models for E-journals and E-books User Driven Unmediated document delivery purchase on demand user-initiated document delivery just-in-time acquisitions end-user document supply Demand driven Collections articles on demand unmediated document ordering pay-per-view Photo by N.J.Lee on flickr cc license Attribution User Driven
  • 2. Why User Driven? Photo by naughty architect on flickr cc license Attribution
  • 3. Who Offers PPV? Left to Right: Photo by à voir etc..., mightyohm, and randychiu on flickr cc license Attribution
  • 4. PPV Options Photos by clevercupcakes‘on flickr cc license Attribution Photo by Rachel from Cupcakes Take the Cake on flickr cc license Attribution vs.
  • 5. Benefits Photo by kenteegardin on flickr cc license Attribution
  • 6. Challenges
  • 7. Challenges
    • Customization/Visibility
    • Mediation
    • Stability
    • Security
    • Scalability
  • 8. Case Study: PPV at UNR IP Address Only Control IP Address/User Registration Control SuperUser Control
  • 9. Case Study: PPV at UNR
  • 10. Case Study: PPV at UNR
  • 11. Case Study: PPV at UNR
  • 12. Case Study Conclusion : PPV at UNR "...it remains to be seen how [Elsevier] and others will respond to increased usage of the PPV option.” – Clint Chamberlain & Betty
  • 13. User Driven Ebooks “ Would libraries be willing to share control of spending on e-resources with patrons?” –Peter McCracken Photo by C!... on flickr cc license Attribution
  • 14. User Driven Ebooks: Models May Vary Photo by What Makes The Pie Shops Tick? on flickr cc license Attribution
  • 15.
    • Library only pays for what is used/needed
    • User experience similar to other ebooks
    • Just in time instead of just in case
    • Flexibility
  • 16. Challenges
    • Records
    • Buy outright versus short term loan
    • Cautious with budget
    • Software to download for offline reading
  • 17. User Driven Ebooks
  • 18. Case Study: UNR EBL Pilot
  • 19. Case study: UNR EBL pilot
  • 20. Case Study Perspective Photo by puroticorico on flickr cc license Attribution
  • 21. Library Collections? Photo by What Makes The Pie Shops Tick? on flickr cc license Attribution
  • 22. License + on-demand vs. Own Photo by K.I.T. on flickr cc license Attribution Photo by maveric2003 on flickr cc license Attribution Photo by maveric2003 on flickr cc license Attribution
  • 23. Collaboration/Implementation Photo by merwing✿little dear on flickr cc license Attribution
  • 24. The Ultimate Prize for Librarians Photo by madmolecule on flickr cc license Attribution
  • 25. Citations & Additional Resources
    • Contact Information:
    • Erin S. Fisher, [email_address]
    • Lisa Kurt, [email_address]
    • Available on slideshare :
    • http://www.slideshare.net/lisakurt/exploring-patron-driven-access-models-for-e-journals-and-ebooks
    • Resources:
    • Chamberlain, C. and B. MacAlpine (2008). “Pay-per-view article access: a viable replacement for subscriptions?” Serials: The Journal for the Serials Community . 21 (1): 30-34.
    • Carr, P. and Collins, S. (2009). “Acquiring Articles through Unmediated, User-Initiated Pay-Per-View Transactions: An Assessment of Current Practices.” Serials Review . 35 (4): 272-277.
    • McCracken, Peter. "À la Carte, not Buffet: A New Vision for E-Resources." Library Journal 136.9 (2011): 106. 
    • Tenopir, C. (2010). “Online Databases: New Directions for Collections.” Library Journal , June 1, 2010: 24.