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Give ‘Em What They Want: Patron-Driven Collection Development


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Charleston Conference
Thursday, November 4, 2010
12:30 - 1:45 PM
Speakers: Karen Fischer - University of Iowa Libraries; Michael Wright - University of Iowa Libraries; Hope Barton - University of Iowa Libraries; Kathleen Clatanoff – YBP

Patron-Driven Acquisitions (PDA) is the hot topic in collection management. It sets traditional notions of collection-building upside down, while also presenting vendors and publishers with very different business models. Collaborating with ebrary and YBP, the University of Iowa Libraries established a PDA pilot program in September 2009 which has proven to be extremely popular with users and seems to be working in the Libraries’ favor. PDA has advantages (you only buy materials that are used) but has some potential pitfalls too, like going broke quickly, or building an ebook collection that doesn’t necessarily fit in the long run. To help avoid a skewed collection, Iowa ran the ebrary PDA collection against our YBP virtual approval plan profile to better tailor the selections to our needs. While we don’t yet know very much about what it means for our collection or our monographic budget allocations in the long run, we have been analyzing our PDA e-book usage data, including examining subject areas, prices, and the use of PDA e-books compared to their print counterparts. This analysis is producing some interesting findings about library workflows and business models and we are pleased with where we are now with PDA e-book selection.
This presentation will share what we have learned, gained, and changed as a result of our pilot experience, both from the perspective of the UI Libraries and our vendor partners, YBP and ebrary and how we expect to transition from a pilot project to a mainstream operation. The session will include much interaction with the audience related to alternative ways to filter PDA purchase choices, findings from other institutions, and additional data to be gathered and analyzed.

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Give ‘Em What They Want: Patron-Driven Collection Development

  1. 1. Give ‘em What They Want: Patron-Driven Collection Development Hope Barton, Associate University Librarian, Services, U of Iowa Mike Wright, Acquisitions & Rapid Cataloging, U of Iowa Kit Clatanoff, Collection Development Manager, YBP Karen Fischer, Collections Analysis & Planning, U of Iowa Charleston Conference | Nov. 4, 2010
  2. 2. Our Ebook History • Vague exploration of e-books across publishers and disciplines (2007-2009) • CIC 2009 Consortium for Library Initiatives Conference: Off the Shelf: Defining Collection Services nces/Library/2009/Home.aspx
  3. 3. Off the Shelf: Rick Lugg Kent Study: Use of library materials: The University of Pittsburgh Study. Books in library and Information science, v. 26. New York, M. Dekker, 1979
  4. 4. Off the Shelf: Lugg cont’d • 39.8% monographs never circulated during their first 6 years • For books that didn’t circulate in first 2 years, chances of ever circulating were 1 in 4 • If a book didn’t circulate within first 6 years, chances of ever circulating were 1 in 50
  5. 5. Off the Shelf: Lugg cont’d • 54.2% of titles purchased in 1969 would not have been ordered if at least 2 uses were established as a criterion for a cost effective acquisitions program • At ARL institutions, 56% of books never circulate
  6. 6. Off the Shelf: Dennis Dillon • Among ARL libraries, printed books on median have an 8% chance of circulating in any given year, or once every 12.5 years • Conclusion: Books are an underperforming asset
  7. 7. E-books, here we come! • Initial conversation with our friends at YBP, ALA Annual, July 2009 • Full discussion with YBP about our PDA needs, post ALA, July 2009 • PDA pilot with YPB/Ebrary began late August 2009 • From pilot to production, fall 2010
  8. 8. Specifics for PDA • Ebooks only • Non-mediated approach to title acquisition by patrons • Instantaneous access to the ebook • Duplication control against ebooks owned by the University
  9. 9. Specifics • UI deposited $25K to start • 10 uses would trigger a purchase • PDA pilot would not be announced to the public • ebrary would provide MARC records to load into our catalog
  10. 10. Specifics • Initial offering of 100K titles – no attempt to limit other than de- duplication against ebrary’s Academic Complete set • Synergies of the Universe: by accident we loaded only 19K titles; this may have saved the pilot
  11. 11. Specifics • By Nov. 30 (pilot started Oct. 1) we spent $28K on 262 titles; weekly spend amount was increasing • Clearly this was not sustainable given our finances • Rather than bail, we regrouped
  12. 12. PDA2: The Fix • While pleased with user response, the pace was unsustainable • In conversation with YBP we decided to run the PDA title list against our virtual approval profile
  13. 13. PDA2: The Fix • We had also purchased ebook collections from Wiley, Elsevier, and Springer; those were blocked • When the results came in, fewer than 600 titles remained • Date limitation was changed back to 2005 – boosted number to 9K
  14. 14. Working Pilot – YBP Mechanics • Bring in PDA titles from ebrary • Profile titles against U Iowa requirements • Return to ebrary for MARC information • Titles loaded to UIA catalog
  15. 15. Print Profile Requirements • 105 Exclusions in LC Subjects • 31 Exclusions in Non-Subjects • 2,000 Exclusions by Publisher/Series • Exclusion of any duplicate editions
  16. 16. Rethinking Print Requirements • Low number of titles in the initial profiling against print offered alternative solutions: • Alter the ebook profiling requirements • Adopt an ebook profile to match the print requirements exactly.
  17. 17. PDA Profile Requirements • Exclude Academic Complete titles • Exclude ebooks owned by the library • Exclude Popular and Juvenile titles • Exclude LC Classes K-KZD • Limit by price • Exclude specified publisher offerings
  18. 18. PDA Now • ebrary added add’l titles which went through the same limits, bringing collection to about 12K • Even though new titles aren’t being added by ebrary for now users continue to buy from the existing stock
  19. 19. PDA – Next Phase • Development at YBP and ebrary for the next phase of the PDA tied to feedback from our beta partners
  20. 20. PDA – Next Phase • Use of YBP profiling methodology • Weekly updates to PDA pool based on the individual library profile • New purchase triggers with ebrary
  21. 21. New Trigger Definition • Viewing 10 pages of the body of a book in a single session • Any copy or print • Time-based use of a book for 10 minutes or more
  22. 22. PDA – Next Phase • Short term loans • Duplication detection • Up-to-date PDA purchase history in GOBI
  23. 23. PDA – Next Phase • Ongoing dialogue is key
  24. 24. Usage Analysis • 11-12 months of data for usage and PDA purchases (Sept/Oct ‘09 – Sept ‘10) • 12,947 PDA titles in catalog | 47,367 Academic Complete titles (subscription) in catalog • “user session” = how many times a patron uses a book in unique ebrary sessions
  25. 25. PDA Spending
  26. 26. PDA Publishers
  27. 27. PDA Publishers con’t
  28. 28. Amacom analysis
  29. 29. PDA Subject Analysis
  30. 30. PDA Usage – Most used titles
  31. 31. PDA Usage
  32. 32. PDA & Print Duplicates • 714 PDA titles purchased in 11-month period • 166 print duplicates (23%)
  33. 33. Print Duplicates Circulation Stats
  34. 34. Print PDA Duplicates – publication date
  35. 35. Total ebrary Title Usage – 11 mos.
  36. 36. Title Usage – most used publishers
  37. 37. Title Usage – average use/title
  38. 38. University Presses – user sessions
  39. 39. University Presses – avg. use/title
  40. 40. Title Usage- Subject Analysis
  41. 41. Most used ebrary titles
  42. 42. Future analyses • YBP and ebrary will share data – coming early 2011. • Hope to get better data to analyze the subscription titles from ebrary. • Statistics will change with ebrary’s change to definition of a “trigger” for purchase (Oct ‘10).
  43. 43. Conclusions & Questions • Publishers are interested in all the data. • What does PDA mean for collection management policies? For budget allocations? • Ebooks data and management - in it’s infancy. • Changes in our collection development practices • Trust the patron!
  44. 44. Copyright Copyright 2010 by Hope Barton, Kit Clatanoff, Karen Fischer, and Michael Wright, This work is copyrighted under the Creative Commons Attribution Non- Commercial 3.0 License. See: This presentation is available at: