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Recommended Practices forDemand-Driven Acquisition ofMonographsNISO Forum: The E-Book Renaissance, Part II: Challenges and...
DefinitionsPatron-Driven Acquisition (PDA)  Acquisition of library materials based on direct   or indirect patron input,...
Why DDA?Rebalance collection from possible use toward immediate need Make many more titles available to users   A broad...
Why Do We Need Best Practices?Management of the “consideration pool” – the titles available for purchase or lease   Rule...
A New Way of Thinking AboutAcquisitionAn evolution from getting books into the collection                   ToLong-term ...
A Disruption to the EntirePublishing Supply ChainUncertainty for scholarly publishersNew role for approval vendors   Fr...
Components of DDA Free discovery of content   Set amount of time in the entire book   Set number of pages   Front and ...
Goals Develop a flexible model for DDA that works  for publishers, vendors, aggregators, and  libraries. Allow for DDA p...
DeliverablesRecommendations for  Managing and populating the   consideration pool  Developing consistent models for   ...
Deliverables Recommendations for  Methods for managing multiple formats (p&e)  Ways to incorporate print-on-demand (POD...
Timeline Appointment of working group       Aug 2012 Approval of charge, initial work   Oct 2012  plan Completion of in...
The CommitteeCo-Chairs   Barbara Kawecki, YBP Library Services   Michael Levine-Clark, University of DenverLiaison fro...
The Committee Librarians     Stephen Bosch, University of Arizona     Karin Byström, Uppsala University     Rochelle L...
The Committee Publishers     Lenny Allen, Oxford University Press     Lorraine Keelan, Palgrave Macmillan     Lisa Nac...
The Committee Vendors     Scott Bourns, JSTOR     Terry Ehling, Project Muse     Kari Paulson, EBL     Dana Sharvit, ...
Subcommittees Technical Issues   Profiling     Identifying titles for inclusion     Identify tiles for removal   Load...
Subcommittees Technical Issues (continued)   Managing e/p duplication   Managing authentication   POD as an option   ...
Subcommittees Access Models  Free discovery  Temporary access  Purchase  Implications for publishers  Consortial mod...
SubcommitteesMetrics  Cross-aggregator  Local vs. consortial  Development of spending predictions based   on usage  A...
Thank YouMichael Levine-Clarkmichael.levine-clark@du.edu
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The NISO DDA Working Group: Toward Best Practices for Demand-Driven Acquisition of Monographs

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Speaker: Michael Levine-Clark, Associate Dean for Scholarly Communication and Collections Services, Penrose Library, University of Denver

The co-chair of the newly-formed NISO working group for Best Practices for Demand-Driven Acquisition (DDA) of Monographs will report on the group's progress so far and its plans for the coming year. The group will be examining business models and technical issues relating to DDA implementation, and will welcome feedback throughout the year.

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The NISO DDA Working Group: Toward Best Practices for Demand-Driven Acquisition of Monographs

  1. 1. Recommended Practices forDemand-Driven Acquisition ofMonographsNISO Forum: The E-Book Renaissance, Part II: Challenges andOpportunitiesOctober 18, 2012BostonMichael Levine-Clark, University of Denvermichael.levine-clark@du.edu
  2. 2. DefinitionsPatron-Driven Acquisition (PDA)  Acquisition of library materials based on direct or indirect patron input, including faculty requests and analysis of collection usageDemand-Driven Acquisition (DDA)  Acquisition of library materials based on patron selection at the point of need.
  3. 3. Why DDA?Rebalance collection from possible use toward immediate need Make many more titles available to users  A broader, deeper collection Spend same amount for greater access or less for same access
  4. 4. Why Do We Need Best Practices?Management of the “consideration pool” – the titles available for purchase or lease  Rules for:  Adding titles  Keeping unowned titles available  Removing titles  Managing records
  5. 5. A New Way of Thinking AboutAcquisitionAn evolution from getting books into the collection ToLong-term management of discovery tools that allow for demand-driven access to monographs
  6. 6. A Disruption to the EntirePublishing Supply ChainUncertainty for scholarly publishersNew role for approval vendors  From booksellers to service providersChanging role for academic libraries  Stewardship vs accessPotentially similar issues for public libraries, trade publishers
  7. 7. Components of DDA Free discovery of content  Set amount of time in the entire book  Set number of pages  Front and back matter Temporary lease Purchase Tools and strategies for automated management of the consideration pool
  8. 8. Goals Develop a flexible model for DDA that works for publishers, vendors, aggregators, and libraries. Allow for DDA plans that  Meet local budget and collection needs  Allow for consortial participation  Allow for cross-aggregator implementation  Account for how DDA impacts all functional areas of the library
  9. 9. DeliverablesRecommendations for  Managing and populating the consideration pool  Developing consistent models for  Free discovery  Temporary lease  Purchase
  10. 10. Deliverables Recommendations for  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
  11. 11. Timeline Appointment of working group Aug 2012 Approval of charge, initial work Oct 2012 plan Completion of information gathering June 2013 Completion of initial draft Aug 2013 Gathering of public comments Sept 2013 Completion of final draft Dec 2013
  12. 12. The CommitteeCo-Chairs  Barbara Kawecki, YBP Library Services  Michael Levine-Clark, University of DenverLiaison from Business Information Committee  Norm Medeiros, Haverford College
  13. 13. The Committee Librarians  Stephen Bosch, University of Arizona  Karin Byström, Uppsala University  Rochelle Logan, Douglas County Libraries  Lisa Mackinder, UC Irvine  Jason Price, Claremont Colleges
  14. 14. The Committee Publishers  Lenny Allen, Oxford University Press  Lorraine Keelan, Palgrave Macmillan  Lisa Nachtigall, Wiley  Cory Polonetsky, Elsevier
  15. 15. The Committee Vendors  Scott Bourns, JSTOR  Terry Ehling, Project Muse  Kari Paulson, EBL  Dana Sharvit, Ex Libris  David Whitehair, OCLC
  16. 16. Subcommittees Technical Issues  Profiling  Identifying titles for inclusion  Identify tiles for removal  Loading/updating/removing records  Automated notification about changed availability of titles  Managing order process, queuing for acquisitions
  17. 17. Subcommittees Technical Issues (continued)  Managing e/p duplication  Managing authentication  POD as an option  Consortial models if they differ from local models  Long-term availability of content  Guarantees of availability of un-owned titles  Preservation solutions
  18. 18. Subcommittees Access Models  Free discovery  Temporary access  Purchase  Implications for publishers  Consortial models if they differ from local  Long-term availability of content  Guarantees of availability of un-owned content  Financial implications
  19. 19. SubcommitteesMetrics  Cross-aggregator  Local vs. consortial  Development of spending predictions based on usage  Analyses of referral sources
  20. 20. Thank YouMichael Levine-Clarkmichael.levine-clark@du.edu

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