PATRON-DRIVEN
ACQUISITION
Turning Theory into Practice (Part 2)
Ben Hunter
Head of Cataloging and Collections
University o...
Overview


Last week:
 What

is PDA? Why do it?
 PDA models – print and electronic
 Different vendor models


Today:
...
What is PDA?




Adding a specific resource to a library’s
collection based on a patron’s immediate
need.
Hard to separa...
Why or why not?


Why?
 Better

service to users?
 Save time?
 Save money?
 A more effective way to build a collectio...
Types of PDA: Print


Print PDA
 Request

forms
 ILL-based
 Print on Demand


Considerations:
 Marketing
 Budgeting...
Types of PDA: eBooks


Ebook providers
 eBooks

on EBSCOhost

 ebrary
 EBL
 Overdrive
 YBP


(coordinates multiple ...
Pilot Projects




Gauge demand
Assists in budget planning
Is this meeting your goals? (why are you doing
it?)
 User

...
Budgeting


Poll: If there was enough demand in your
library to spend 100% of your budget on
PDA, how much would you feel...
Budgeting for Print (Request
forms)


Things you control:





Things you don’t control:





Size of your user pop...
Budgeting for Print (ILL-based)


Things you control:
 Pretty

much everything
 Purchasing policies and guidelines


...
Budgeting for Electronic
(eBooks)


Things you control:
 Marketing
 Short

term loans vs. purchases
 Mediated or unmed...
Budgeting for Other Models


Print on Demand
 Upfront

investment
 Similar considerations to eBook PDA


Data Driven A...
Beginning a PDA program
1.
2.
3.
4.

Pilot Project
Evaluation
Implementation
Maintenance
1. Pilot
1.
2.
3.
4.
5.
6.
7.
8.

9.
10.
11.

Establish goals
Determine budget
Choose vendor
Determine triggers, loan vs. ...
2. Evaluation of pilot


Usage data







Perceptions and satisfaction







Effectiveness of training
Effecti...
3. Implementation


If pilot is successful, then should have good
data to inform:
 Number

of titles to load
 Subject m...
4. Maintenance



Continue to monitor use and budget carefully
What’s your plan if you might go over budget?
 Fewer

ti...
PDA – Print Usage


Numerous studies show significantly higher usage
for print PDA titles


Nixon, J. M., & Saunders, E....
PDA – eBook Usage




For ebook packages, usage tends to follow a
long-tail distribution

This works well for PDA, but w...
PDA Controversies (i.e., why
not?)








eBook PDA largely driven by for-profit sector
Too many titles in OPAC?
Tou...
Effect on collections?










Are usage statistics the best metric?
By favoring current needs, are we selling out...
Review








PDA: What and why?
Different kinds of PDA (print and electronic)
Budgeting
Best practices
Usage of PD...
Q&A



Thanks!
Please feel free to contact me with any other
questions or comments you may have:

bhunter@uidaho.edu
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Patron-Driven Acquisition: Turning Theory into Practice (Part 2)

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  • Comment on side!
  • Will be incorporating some of questions that weren’t directly answered into review, others have helped guide rest of presentation (lots of budgeting questions – will spend more time today on that than I had initially planned; also questions about long-term impact – will be discussing those as well)
  • Control – can always tighten guidelines, can always hide or feature more prominentlyDon’t control – size of population, interest – can vary widely with different user groupsPilot project – define goals (, however much you advertise make it clear to users that this is just a pilot, give it enough time to withstand initial rushAt UI, about 3% of funds go to requests but form is not advertised; other studies show 6% budgeting
  • Relied a lot on OCA DDA – working documents available on their website
  • Patron-Driven Acquisition: Turning Theory into Practice (Part 2)

    1. 1. PATRON-DRIVEN ACQUISITION Turning Theory into Practice (Part 2) Ben Hunter Head of Cataloging and Collections University of Idaho Library
    2. 2. Overview  Last week:  What is PDA? Why do it?  PDA models – print and electronic  Different vendor models  Today:  Review and unanswered questions  Budgeting considerations  PDA in practice: starting an eBook PDA program  Circulation/usage of PDA materials  PDA controversies
    3. 3. What is PDA?   Adding a specific resource to a library’s collection based on a patron’s immediate need. Hard to separate completely from pay per view Review
    4. 4. Why or why not?  Why?  Better service to users?  Save time?  Save money?  A more effective way to build a collection?  More content available to our users!  Why not?  More soon! Review
    5. 5. Types of PDA: Print  Print PDA  Request forms  ILL-based  Print on Demand  Considerations:  Marketing  Budgeting  Policies and procedures Review
    6. 6. Types of PDA: eBooks  Ebook providers  eBooks on EBSCOhost  ebrary  EBL  Overdrive  YBP  (coordinates multiple providers) Considerations:  Mediated vs. unmediated  Budgeting  MARC record loads? Attach in WC? Review
    7. 7. Pilot Projects    Gauge demand Assists in budget planning Is this meeting your goals? (why are you doing it?)  User satisfaction  Use of the service  Saving money?  Saving time? Review
    8. 8. Budgeting  Poll: If there was enough demand in your library to spend 100% of your budget on PDA, how much would you feel comfortable allocating? 1. 2. 3. 4. 5. 6. 7. 100% 90% 75% 50% 25% 10% 0%
    9. 9. Budgeting for Print (Request forms)  Things you control:    Things you don’t control:    Size of your user population Actual interest from users Pilot projects:     Purchasing policies and guidelines (though don’t change too frequently) Marketing and prominence of form(s) Communicate clearly to users Track purchases and usage – do they line up with goals? Conduct for an appropriate length of time How much to budget?  Depends on all of the above – 5%-10%
    10. 10. Budgeting for Print (ILL-based)  Things you control:  Pretty much everything  Purchasing policies and guidelines   Can retroactively apply criteria instead of pilot How much to budget?  It’s all up to you.
    11. 11. Budgeting for Electronic (eBooks)  Things you control:  Marketing  Short term loans vs. purchases  Mediated or unmediated  The amount of content available  The type of content available  How much to budget:  Harder to estimate, but a pilot project will help gauge demand
    12. 12. Budgeting for Other Models  Print on Demand  Upfront investment  Similar considerations to eBook PDA  Data Driven Acquisitions  Often  set up with a built in price tag Pay per view (articles)  Tokens have built in controls  Unmediated or partially mediated  Similar considerations to eBook PDA
    13. 13. Beginning a PDA program 1. 2. 3. 4. Pilot Project Evaluation Implementation Maintenance
    14. 14. 1. Pilot 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Establish goals Determine budget Choose vendor Determine triggers, loan vs. purchase, etc. Determine catalog size and content Establish timeline Design workflow for discovery Create extraction/deletion plan Training Marketing Implementation
    15. 15. 2. Evaluation of pilot  Usage data      Perceptions and satisfaction     Effectiveness of training Effectiveness of processing Expenditures    Users Librarians (e.g., suitability of purchases for collection) Success of procedures   Short term loans and purchases Accesses Duplication with print holdings (accessed titles) Use by subject Total spent Cost per use Did it meet your goals?
    16. 16. 3. Implementation  If pilot is successful, then should have good data to inform:  Number of titles to load  Subject matter to load  Amount to budget  Will also:  Have an exit strategy  Have a solid process in place to load titles  Have trained personnel
    17. 17. 4. Maintenance   Continue to monitor use and budget carefully What’s your plan if you might go over budget?  Fewer titles available?  Reduce by year? Subject? Publisher?  Resources to divert to PDA?  Adjust mediation, short term loans, etc.?  What if it’s not being used?  More marketing?  Expand offerings?  Cease program altogether?
    18. 18. PDA – Print Usage  Numerous studies show significantly higher usage for print PDA titles  Nixon, J. M., & Saunders, E. S. (2010). A study of circulation statistics of books on demand: A decade of patron-driven collection development, part 3. Collection Management, 35, 151–161. 10 year study at Purdue showed average circulations of 4.1 to 2.4 for PDA vs. non-PDA  Past year of acquisitions at UI     Approximately 10% of print obtained through PDA Average 1.692 circulations for PDA, 0.643 average for all But… Guaranteed initial circulation  What about same patron returning and checking out again?  Subject area bias? 
    19. 19. PDA – eBook Usage   For ebook packages, usage tends to follow a long-tail distribution This works well for PDA, but what’s the price per use compared to packages?
    20. 20. PDA Controversies (i.e., why not?)      eBook PDA largely driven by for-profit sector Too many titles in OPAC? Touted by many as a solution to the decline in circulation, but is the rhetoric of “buy the materials and hope someone will use them” accurate? What does this mean to publishers who rely on a certain number of guaranteed library sales? The big question: What does this mean for our collections?
    21. 21. Effect on collections?       Are usage statistics the best metric? By favoring current needs, are we selling out future needs? What about disappearing content? What is the role of a librarian in guiding and recommending through selection? Will users choose the best available source, or the best marketed source? Is PDA just the tip of the iceberg? (complete ondemand availability of all content)
    22. 22. Review       PDA: What and why? Different kinds of PDA (print and electronic) Budgeting Best practices Usage of PDA Controversial aspects of PDA
    23. 23. Q&A   Thanks! Please feel free to contact me with any other questions or comments you may have: bhunter@uidaho.edu

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