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http://www.niso.org/news/events/2013/webinars/user      NISO Webinar:     Evolving Trendsin Collection Development        ...
Orbis Cascade Alliance Demand Driven Ebook                   Initiative       Putting the User in the Driver’s Seat       ...
Central Oregon Comm. CollegeCentral Washington UniversityChemeketa Community College      Consortium of 37 academic librar...
‹#›
Resource Sharing• Orbis Cascade ran an Inn-Reach system until it was replaced with OCLC’s  Navigator service in 2008• Impl...
Cooperative Collection DevelopmentCollection Development Vision Statement (adopted 2007)• “As an Alliance, we consider the...
Background for the DDA Project• Not successful purchasing ebooks as a consortium   – Publishers offered proposals to purch...
Orbis Cascade Demand Driven Program• 2010: Task Force investigates consortial opportunities;  recommends a Demand Driven P...
DDA Model•   Users discover DDA titles in their local catalog, or    Summit (Alliance Group Catalog)•   Clicks through to ...
DDA Model• We set the STL trigger to purchase and can change it instantly•   Use the trigger to control spending•   We’ve ...
Fiscal Year 13• Team recommended continuing in FY13 and proposed 2  budgets: $550,000 (status quo) and $1,000,000  (expans...
Use by Month250002000015000                                                                                               ...
Spend by Month$120,000.00$100,000.00 $80,000.00 $60,000.00                    2011                               2012     ...
Benefits of Demand Driven Acquisitions•   Access to 10,000 titles•   Ongoing workload is minimal•   Expenditures based onl...
Benefits of Demand Driven Acquisitions• Libraries have ability to divert funds to titles not  available in the DDA Project...
Challenges• With 37 libraries, value is in the eye of the beholder• Access to purchased titles limited to Alliance librari...
Contact InformationMore info:http://www.orbiscascade.org/index/demand-         driven-acquisitions-pilot                  ...
PDA/DDA: History, Overview    and Here Today, Gone  Tomorrow or Here to Stay?                   Barbara Kawecki, MLS      ...
Agenda• PDA/DDA History = what is it and why now?• Overview of the Integrated workflow• PDA/DDA – Fad or another collectio...
NISO Working Group for DDA Best Practices•   Group appointed in August 2012•   Co-Chair with Michael Levine Clark, Univers...
PDA/DDA Milestones:          Yesterday, Today and Tomorrow•   1999 NetLibrary and the Colorado Alliance•   2004 EBL launch...
Demand Driven Acquisition Statistics• 175 DDA Customers• 1,743,869 DDA Records Sent in 2012• 39,033 DDA Purchases• 165,926...
Digital Content: how much is there?                                            YBP Approval Titles                       7...
YBP Integrated Demand DrivenAcquisitions                               24
Key Features of Integrated DDA Integration with existing  approval and new title          profiles                        ...
What Does Multi-Vendor Mean?Multi-Vendor Support – allows libraries to choose multiple aggregators forDDA. YBP currently s...
How to Fill the Pool – differentlevels of profiling               All Titles: the entire                    aggregator    ...
DDA Workflow:               the Library Experience  Each week, possible         Titles are matched         Titles that are...
DDA Workflow:              the Patron ExperienceOnce Discovery records are loaded to your OPACand/or Discovery layer they ...
DDA Workflow: What Happens                Next?                                             YBP creates     YBP sends     ...
Discovery records vs. Point of Purchase records:      they’re all MARC recordsDiscovery records• Initial records loaded to...
DDA : a Teambuilding Exercise                        YBP Digital                       Sales Manager                      ...
PDA/DDA – Here Today, Gone          Tomorrow or Here to Stay?•   Ebooks are becoming the norm•   Space is still at a premi...
Thank you!For more information, please contact:Barbara Kawecki, MLSSenior Manager for Digital Content, Western US and  Wes...
Demand Driven Acquisitions at           UNLV             Cory Tucker    Head, Collection Management           UNLV Libraries
Traditional Role• Building Collections via Ownership Model• Monograph selection• ILL
Issues for Academic Libraries•   Library Budgets•   Serials and Electronic Resources•   Business Models•   Network Level A...
Collection Philosophy
Issues at UNLV•   Statistics•   Money talks•   Customer-oriented•   Preference of Electronic•   Changing Role of Liaison
UNLV’s Philosophy on Collections
Planning•   Marketplace•   Other Libraries•   Liaison Librarians•   Library Staff•   Library Administration
PDA Collection• Usage Stats• Disciplines• Collaboration
Looking out the Windshield, Not in          the Rear View Mirror!!•   All about the Patron•   Just-in-time vs. Just-in-cas...
Implementation•   YBP•   Subjects•   Print•   Electronic•   Terms
Implementation• Information sessions for Liaison Librarians• Promotion?• Workflow
Looking Back• Response• Issues
Assessment• Have 7013 ebook records in catalog• 517 titles were accessed at least one time  or about 7% of those offered.•...
Assessment•   Top five publishers•   Turnaways•   Patron Behavior•   Budget
Future•   Expansion?•   Approval Plan•   Model Changes•   Other resources
Final Thoughts
NISO WebinarEvolving Trends in Collection Development Part 2:Putting the User in the Drivers Seat               Questions?...
THANK YOU           Thank you for joining us today.Please take a moment to fill out the brief online survey.         We lo...
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NISO Webinar: Evolving Trends in Collection Development Part 2: Putting the User in the Driver's Seat

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NISO Webinar: Evolving Trends in Collection Development Part 2: Putting the User in the Driver's Seat

  1. 1. http://www.niso.org/news/events/2013/webinars/user NISO Webinar: Evolving Trendsin Collection Development Part 2: Putting the User in the Drivers Seat March 13, 2013 Speakers: Greg Doyle,Barbara Kawecki, Cory Tucker
  2. 2. Orbis Cascade Alliance Demand Driven Ebook Initiative Putting the User in the Driver’s Seat March 13, 2013 Greg Doyle Electronic Resources Program Manager Orbis Cascade Alliance
  3. 3. Central Oregon Comm. CollegeCentral Washington UniversityChemeketa Community College Consortium of 37 academic libraries in Oregon, Washington,Clark College Idaho: Private & Public, 2-year & 4-yearConcordia University Colleges, Universities, Community CollegesEastern Oregon UniversityEastern Washington UniversityGeorge Fox UniversityLane Community CollegeLewis & Clark CollegeLinfield CollegeMt. Hood Community College 7 membersOregon State UniversityOregon Health & Science Univ.Oregon Institute of TechnologyOregon State University 6 membersPacific University 2 membersPortland Community CollegePortland State University 20 membersReed CollegeSaint Martin’s UniversitySeattle Pacific UniversitySeattle UniversitySouthern Oregon University 6 membersThe Evergreen State CollegeUniversity of IdahoUniversity of Oregon 2 membersUniversity of PortlandUniversity of Puget SoundUniversity of WashingtonWalla Walla CollegeWarner Pacific CollegeWashington State UniversityWestern Oregon UniversityWestern Washington UniversityWhitman College
  4. 4. ‹#›
  5. 5. Resource Sharing• Orbis Cascade ran an Inn-Reach system until it was replaced with OCLC’s Navigator service in 2008• Implementing a true Shared ILS using Ex Libris Alma and Primo• Access to Summit (group catalog and borrowing system) includes 9.2 million titles representing 28.7 million items: primary reason libraries choose to become full members• The Alliance manages a courier program to ship materials around the Pacific Northwest• Resource sharing stats: • 2012: 301,388 requests ; 254,918 requests filled (85% fill rate) • 2011: 321,098 requests ; 293,473 requests filled (85% fill rate) • 2010: 355,996 requests; 296,473 requests filled (83% fill rate)
  6. 6. Cooperative Collection DevelopmentCollection Development Vision Statement (adopted 2007)• “As an Alliance, we consider the combined collections of member institutions as one collection.• While member institutions continue to acquire their own material, the Alliance is committed to cooperative collection development to leverage member institutions’ resources to better serve our users.
  7. 7. Background for the DDA Project• Not successful purchasing ebooks as a consortium – Publishers offered proposals to purchase subject collections and/or current output and backfiles – ER program operated on an opt-in basis – Participation levels were not sufficient to meet the amount required to purchase• Individual libraries were purchasing single ebook titles or collections• Purchased ebooks were not part of the single consortial collection available to all member libraries
  8. 8. Orbis Cascade Demand Driven Program• 2010: Task Force investigates consortial opportunities; recommends a Demand Driven Pilot with EBL• Planning and Implementation: January – June 2011 – 7 people from member libraries – Representatives from EBL and YBP – Biggest challenge: identify and document options for how libraries could access MARC records based on whether the patron starts in the local catalog, Summit (OCLC group catalog), Discovery layer – Profile with YBP: all subjects, 2011 imprint, $250 price cap• July 1, 2011: Go live – 1700 titles – $231,000 with contributions from all libraries based on FTE tiers • January-June 2012: Extended with an addition $231,000
  9. 9. DDA Model• Users discover DDA titles in their local catalog, or Summit (Alliance Group Catalog)• Clicks through to EBL and authenticates• Free browse for 5 minutes• A Short Term Loan (STL) occurs if the title is used more than 5 minutes, or copy/printing content• STL is a “rental” and the cost varies by publisher (4%- 21% of the list cost), averages 14%• A title is purchased when a predetermined number of STLs occur. Titles are purchased with a negotiated multiplier of the list price
  10. 10. DDA Model• We set the STL trigger to purchase and can change it instantly• Use the trigger to control spending• We’ve set our STL trigger at 5, 10, 15 and suspended as needed to stay within budget• Once purchased, no additional costs for access to owned titles
  11. 11. Fiscal Year 13• Team recommended continuing in FY13 and proposed 2 budgets: $550,000 (status quo) and $1,000,000 (expansion)• Change funding model to 30% even split/35% FTE/35% Materials Budget• Council compromised and FY Budget is $750,000 with a commitment to increase to $1,000,000 in FY14• Individual contribution range from $8,054 up to $102,704• Hope is that putting more money on the table will bring in more publishers and titles
  12. 12. Use by Month250002000015000 2011 201210000 20135000 0 July August September October November December January February March April May June
  13. 13. Spend by Month$120,000.00$100,000.00 $80,000.00 $60,000.00 2011 2012 2013 $40,000.00 $20,000.00 $0.00
  14. 14. Benefits of Demand Driven Acquisitions• Access to 10,000 titles• Ongoing workload is minimal• Expenditures based only on use• Elimination of staff costs to process borrowing requests• Purchased titles continue to have good use at no additional costs: 43,730 cumulative uses on 900 purchased titles
  15. 15. Benefits of Demand Driven Acquisitions• Libraries have ability to divert funds to titles not available in the DDA Project• Libraries being pushed into ebook environment• General enthusiasm for doing something new and of benefit to the user community• Informing publishers that business as usual can’t continue and new models needed
  16. 16. Challenges• With 37 libraries, value is in the eye of the beholder• Access to purchased titles limited to Alliance libraries• MARC record quality issues; bad URLs• Patron driven acquisitions not embraced by everyone• Publishers can change terms on titles (i.e. classify a title as a textbook)• Constant need to monitor expenditures• Communicating details to 37 libraries• As title pool increases, so does spend• No one wants to lose content
  17. 17. Contact InformationMore info:http://www.orbiscascade.org/index/demand- driven-acquisitions-pilot Greg Doyle Electronic Resources Program Manager gdoyle@orbiscascade.org
  18. 18. PDA/DDA: History, Overview and Here Today, Gone Tomorrow or Here to Stay? Barbara Kawecki, MLS Senior Sales Manager for Digital Content Western U.S and Western Canada YBP Library Services andCo-Chair NISO Working Group for Demand Driven Best Practices
  19. 19. Agenda• PDA/DDA History = what is it and why now?• Overview of the Integrated workflow• PDA/DDA – Fad or another collection development tool?• How does NISO fit into DDA? 19
  20. 20. NISO Working Group for DDA Best Practices• Group appointed in August 2012• Co-Chair with Michael Levine Clark, University of Denver• Members include librarians, aggregators, publisher representatives• Subcommittees: Technical issues, Access Models, Metrics• Information gathering stage – ER&L presentation & focus group• Deliverables include recommendations for : • Managing and populating the consideration pool • Developing consistent models for • Free discovery • Temporary lease • Purchase • Methods for managing multiple formats (p&e) • Ways to incorporate print-on-demand (POD) • Development of tools and strategies to measure use • Implementation at the local and consortial levels • Providing long-term access to unowned e-book content 20
  21. 21. PDA/DDA Milestones: Yesterday, Today and Tomorrow• 1999 NetLibrary and the Colorado Alliance• 2004 EBL launches DDA• 2005 YBP loads NetLibrary content• 2006 MyiLibrary and Coutts/Ingram• 2009 YBP and Integrated eApproval Plans: 230 customers• 2009 ebrary PDA pilot begins• 2010 ebrary launches PDA• 2010 NetLibrary acquired by EBSCO, now Ebooks on EBSCOhost• 2011 YBP Integrated Demand Driven Acquisitions (DDA): 175 customers today • EBL • Ebrary • Ebooks on EBSCOhost• 2012 Multi-Vendor DDA: 29 customers 21
  22. 22. Demand Driven Acquisition Statistics• 175 DDA Customers• 1,743,869 DDA Records Sent in 2012• 39,033 DDA Purchases• 165,926 Loans on 117,475 Titles 22
  23. 23. Digital Content: how much is there? YBP Approval Titles 70,000 60,898 59,951 60,000Approval Title Count 50,000 40,000 30,000 27,587 20,554 20,000 12,253 11,583 10,000 34% 20% 42% 0 FY2011 FY2012 FY2013 Print Approval eBook Alternate 23
  24. 24. YBP Integrated Demand DrivenAcquisitions 24
  25. 25. Key Features of Integrated DDA Integration with existing approval and new title profiles Customized discovery and Multiple Vendor options cataloging records Consideration pool =appropriate academic titles Duplication control with Multiple usage options: Electronic invoicing for other print and ebook STLs? Purchase? purchased titles purchases Manual DDA option in Acquisition workflow DDA status in GOBI GOBI – add titles to the support pool on the fly 25
  26. 26. What Does Multi-Vendor Mean?Multi-Vendor Support – allows libraries to choose multiple aggregators forDDA. YBP currently supports DDA through ebrary, EBL, and EBSCOhost.YBP will only send one title record for DDA to the appropriate aggregatorbased on library preferences.First Out: YBP will look for the “best match” based on the library’s vendorpreference. This preference will be used to determine which supplier to sendif the title is available through multiple suppliers for that week.Preferred Vendor: If the library prefers one supplier , YBP will look for thepreferred vendor up to 2 weeks from when the ebook becomes available. Atthat time we release the best match. 26
  27. 27. How to Fill the Pool – differentlevels of profiling All Titles: the entire aggregator catalog, including non-profiled titles. My Library Slips: this All YBP Profileduniverse includes Titles: this only titles from universe includesthe library’s new all profiled titles. title profile(s). 27
  28. 28. DDA Workflow: the Library Experience Each week, possible Titles are matched Titles that are on ebook candidates are against the aggregator order/already owned determined by the preferences set by the by library are removed library’s DDA profile library (optional) Aggregator confirms Possible candidates are Library history in GOBI DDA-eligible & sent to aggregator shows “Aggregator activates in Library partners each Probable DDA” Channel weekend. YBP creates Discovery Catalog Records with an embedded URL Library history in GOBIlinking to the title. The shows “Aggregatorfile of records is placed DDA Record Sent” on our FTP site for library to retrieve and 28 load into OPAC
  29. 29. DDA Workflow: the Patron ExperienceOnce Discovery records are loaded to your OPACand/or Discovery layer they are now available foryour patrons Embedded URL’s link to aggregator’s platform Patrons have a free browse period for selected title Library parameters with aggregator defines what happens next: • STL’s - Y/N • Number of Short Term Loans before purchase triggered • Frequency of billing for STLs and purchases 29
  30. 30. DDA Workflow: What Happens Next? YBP creates YBP sends Invoice for Cataloging Title is YBP does Library. One Records/Acq Purchase Triggered Internal invoice per uisitions/Inv reflected in Aggregator• Short Term Order aggregator oicing GOBI Notifies YBP Loan Process with and Information History, for • Purchase Aggregator purchase to Library Dup Control type (STL or (for Purchase) Purchases) 30
  31. 31. Discovery records vs. Point of Purchase records: they’re all MARC recordsDiscovery records• Initial records loaded to library’s catalog, reflecting all DDA candidates• Can include Enrichment data (TOC, summary, author affiliation)• Do not include order or invoicing data Point of purchase records• Can be standard free or customized • Optional records • Generated once a title has been purchased • Overlay discovery records • Include acquisitions and invoicing information • Can also include Enrichment data (optional) 31
  32. 32. DDA : a Teambuilding Exercise YBP Digital Sales Manager YBP Collection Cataloging Development Manager YBP Technical Collection Services Development Manager YBP Customer Acquisitions Service Bibliographer Aggregator representative 32
  33. 33. PDA/DDA – Here Today, Gone Tomorrow or Here to Stay?• Ebooks are becoming the norm• Space is still at a premium• Budgets are still tight• Library staff continues to shrink, particularly in the area of technical services and selection• Profiling for DDA is the opposite of profiling for an approval plan• DDA is part of the solution to building a collection, but it is not the only solution. There is still content that is only available in print• Publishers are not making ALL of their content available, so there needs to be care taken to collect comprehensively• DDA does allow libraries to understand their users like never before• DDA represents a new tool in the collection development sandbox, but requires thinking outside the box and collaborating together like never before 33
  34. 34. Thank you!For more information, please contact:Barbara Kawecki, MLSSenior Manager for Digital Content, Western US and Western CanadaYBP Library Servicesbkawecki@ybp.com 34
  35. 35. Demand Driven Acquisitions at UNLV Cory Tucker Head, Collection Management UNLV Libraries
  36. 36. Traditional Role• Building Collections via Ownership Model• Monograph selection• ILL
  37. 37. Issues for Academic Libraries• Library Budgets• Serials and Electronic Resources• Business Models• Network Level Access and Discovery• User Expectations
  38. 38. Collection Philosophy
  39. 39. Issues at UNLV• Statistics• Money talks• Customer-oriented• Preference of Electronic• Changing Role of Liaison
  40. 40. UNLV’s Philosophy on Collections
  41. 41. Planning• Marketplace• Other Libraries• Liaison Librarians• Library Staff• Library Administration
  42. 42. PDA Collection• Usage Stats• Disciplines• Collaboration
  43. 43. Looking out the Windshield, Not in the Rear View Mirror!!• All about the Patron• Just-in-time vs. Just-in-case• Shifts in Librarian Roles• Print vs Electronic PDA
  44. 44. Implementation• YBP• Subjects• Print• Electronic• Terms
  45. 45. Implementation• Information sessions for Liaison Librarians• Promotion?• Workflow
  46. 46. Looking Back• Response• Issues
  47. 47. Assessment• Have 7013 ebook records in catalog• 517 titles were accessed at least one time or about 7% of those offered.• Titles accessed were used a total of 989 times.
  48. 48. Assessment• Top five publishers• Turnaways• Patron Behavior• Budget
  49. 49. Future• Expansion?• Approval Plan• Model Changes• Other resources
  50. 50. Final Thoughts
  51. 51. NISO WebinarEvolving Trends in Collection Development Part 2:Putting the User in the Drivers Seat Questions? All questions will be posted with presenter answers on the NISO website following the webinar: http://www.niso.org/news/events/2013/webinars/user NISO Webinar • March 13, 2013
  52. 52. THANK YOU Thank you for joining us today.Please take a moment to fill out the brief online survey. We look forward to hearing from you!

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