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Patron Driven Acquisition 
What do we know about our 
patrons?
Monique Teubner 
m.teubner@uu.nl 
11/20/2014
Utrecht University 
30.000 Students 
6500 Staff 
7 Faculties: 
o Law, Economics & Governance 
o Geosciences 
o Humanities 
o Medicine 
o Science 
o Social and Behavioral Sciences 
o Veterinary Medicine
Collection management e-books 
• Since 2010 
• Perpetual access packages 
• Evidence Based Selection packages 
• Purchase of individual e-books at EBL
PDA pilots 
2012: start of PDA pilots with EBL 
Questions: 
• Will our collection be better suited for students and staff? 
• Will PDA save the library time? 
• Is it possible to find an efficient workflow for integration in 
our library systems? 
• Is it possible to make PDA sustainable financially 
We didn’t want to spend less on books but less on 
subject librarians!
PDA pilots 2012-2013 
Small unmediated pilots restricted on subject: 
• After one month mediated because of overspending the 
budget 
• Making and adjusting profiles too labor-intensive 
• Using faculty budget 
• Mediated PDA not efficient 
• User not free to chose books outside collection profile
PDA pilot 2013-2014 
Profile not restricted on subject but on publisher: 
Top 10 of every Subject Librarian + All publishers we bought 
books from via EBL in the last 2 years - Publishers we had 
already an agreement with = 228 Publishers 
Other restrictions: 
• Publication year: from 2012 
• Exclude publishers with > 15% STL price (for one day) 
• STL price max. 30 dollar 
• List price max. 280 dollar 
• Budget: budget per course block (4 blocks), from the 
General Budget
Cookbooks 
August 15th: 35.000 titles loaded in the catalog- after 
removing 400 cookbooks 
The pool would be growing in about 7 months to 48.000 titles
PDA Plan 2013-2014 
• 3 STL’s, 4th STL triggers (Automatic) Purchase 
• Free browse of 5 minutes 
• STL of 1 day 
• Non mediated 
• Max. 3 books per 24 hours 
Back office 
• Workflow with a deposit sent to EBL in advance 
• De-duplication on ISBN by the IT-department
User information category and faculty 
• Category: Bachelor, Master, Member of staff, Other 
• Faculty and/or Departments
Overview 1 year PDA 
Titles Number # Non-owned Browses # STL 
Available (average) ~ 40.000 
Browsed 16467 2.3 
With STL 7311 3.3 2.1 
Autopurchase 547 7.1 4.6
11/20/2014
Success 
• PDA back office workflow efficient 
• Providing PDA titles answered the need of the users 
• Titles checked by subject librarians : purchased books 
were of academic level. So, no travel guides as a professor 
at a party suggested 
# titles 
purchased 
# titles 
browsed 
# browses per 
title 
# titles with loans after 
purchase 
# loans per 
title 
AutoPurchase 547 547 12,0 447 7,8 
Ebook 1074 1044 4,8 375 5,8
Changing goals 
• We decided to remove the biggest publisher in the pool (T 
& F) with ten times as much STL’s (and 45% of the titles): 
trying to negotiate another package deal 
• 8 STL’s and AP on the 9th STL 
• Goal: to provide access to 
titles of a number of 
important small publishers
STL prices up – removing 24.000 titles
Few complaints 
Titles removed starting June 2014 
Just buying books when a user asked for it 
Some students just use another PDA title, 
but where do other users go?
Who is using the PDA titles 
Faculty 
% 
transactions % costs 
Geosciences 7% 7% 
Humanities 53% 51% 
Law, Economics & 
Governance 12% 14% 
Medicine 2% 2% 
Science 4% 4% 
Social and Behavioural 
Sciences 8% 8% 
Veterinary Medicine 1% 1% 
Others 14% 13%
Who’s using what?
User categories 
350 
300 
250 
200 
150 
100 
50 
0 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 
Member of staff 
Other 
Student - Bachelor 
Student - Master
Is usage predictable?
Moving wall
Average pages read 
180 
160 
140 
120 
100 
80 
60 
40 
20 
0 
Average Pages Read 
GEO HUM L&E MED Others SCI SOC VET 
User Faculty 
Member of staff 
Student - Bachelor 
Student - Master
Average reading time online 
1:45:00 AM 
1:30:00 AM 
1:15:00 AM 
1:00:00 AM 
12:45:00 AM 
12:30:00 AM 
12:15:00 AM 
12:00:00 AM 
Average reading time 
GEO HUM L&E MED Others SCI SOC VET 
User Faculty 
Member of staff 
Student - Bachelor 
Student - Master
Who is printing? 
60% 
50% 
40% 
30% 
20% 
10% 
0% 
% Users with Pages Printed 
GEO HUM L&E MED Others SCI SOC VET 
User Faculty 
Member of staff 
Student - Bachelor 
Student - Master
Users only reading online 
100% 
90% 
80% 
70% 
60% 
50% 
40% 
30% 
20% 
10% 
0% 
% Users that only read online 
GEO HUM L&E MED Others SCI SOC VET 
User Faculty 
Member of staff 
Student - Bachelor 
Student - Master
Who is downloading? 
45% 
40% 
35% 
30% 
25% 
20% 
15% 
10% 
5% 
0% 
% Users with Downloads 
GEO HUM L&E MED Others SCI SOC VET 
User Faculty 
Member of staff 
Student - Bachelor 
Student - Master
Conclusions 
• Can you do collection management in a efficient way with 
PDA? Yes 
• Is the workflow in the back office efficient? Yes 
• Do the users like it? Yes 
• Do they use interesting books for the collection? Yes 
• Can you make PDA financially predictable? Yes
Predictable? Sustainable? 
YES, BUT 
Every month more publishers raise their STL prices 
This makes our PDA model: 
o Not predictable 
o Not sustainable 
o Less efficient 
o Less interesting for our users

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Patron Driven Acquisition in Action: A Case Study of Utrecht University Library

  • 1. Patron Driven Acquisition What do we know about our patrons?
  • 3. Utrecht University 30.000 Students 6500 Staff 7 Faculties: o Law, Economics & Governance o Geosciences o Humanities o Medicine o Science o Social and Behavioral Sciences o Veterinary Medicine
  • 4. Collection management e-books • Since 2010 • Perpetual access packages • Evidence Based Selection packages • Purchase of individual e-books at EBL
  • 5. PDA pilots 2012: start of PDA pilots with EBL Questions: • Will our collection be better suited for students and staff? • Will PDA save the library time? • Is it possible to find an efficient workflow for integration in our library systems? • Is it possible to make PDA sustainable financially We didn’t want to spend less on books but less on subject librarians!
  • 6. PDA pilots 2012-2013 Small unmediated pilots restricted on subject: • After one month mediated because of overspending the budget • Making and adjusting profiles too labor-intensive • Using faculty budget • Mediated PDA not efficient • User not free to chose books outside collection profile
  • 7. PDA pilot 2013-2014 Profile not restricted on subject but on publisher: Top 10 of every Subject Librarian + All publishers we bought books from via EBL in the last 2 years - Publishers we had already an agreement with = 228 Publishers Other restrictions: • Publication year: from 2012 • Exclude publishers with > 15% STL price (for one day) • STL price max. 30 dollar • List price max. 280 dollar • Budget: budget per course block (4 blocks), from the General Budget
  • 8. Cookbooks August 15th: 35.000 titles loaded in the catalog- after removing 400 cookbooks The pool would be growing in about 7 months to 48.000 titles
  • 9. PDA Plan 2013-2014 • 3 STL’s, 4th STL triggers (Automatic) Purchase • Free browse of 5 minutes • STL of 1 day • Non mediated • Max. 3 books per 24 hours Back office • Workflow with a deposit sent to EBL in advance • De-duplication on ISBN by the IT-department
  • 10. User information category and faculty • Category: Bachelor, Master, Member of staff, Other • Faculty and/or Departments
  • 11. Overview 1 year PDA Titles Number # Non-owned Browses # STL Available (average) ~ 40.000 Browsed 16467 2.3 With STL 7311 3.3 2.1 Autopurchase 547 7.1 4.6
  • 13. Success • PDA back office workflow efficient • Providing PDA titles answered the need of the users • Titles checked by subject librarians : purchased books were of academic level. So, no travel guides as a professor at a party suggested # titles purchased # titles browsed # browses per title # titles with loans after purchase # loans per title AutoPurchase 547 547 12,0 447 7,8 Ebook 1074 1044 4,8 375 5,8
  • 14. Changing goals • We decided to remove the biggest publisher in the pool (T & F) with ten times as much STL’s (and 45% of the titles): trying to negotiate another package deal • 8 STL’s and AP on the 9th STL • Goal: to provide access to titles of a number of important small publishers
  • 15. STL prices up – removing 24.000 titles
  • 16. Few complaints Titles removed starting June 2014 Just buying books when a user asked for it Some students just use another PDA title, but where do other users go?
  • 17. Who is using the PDA titles Faculty % transactions % costs Geosciences 7% 7% Humanities 53% 51% Law, Economics & Governance 12% 14% Medicine 2% 2% Science 4% 4% Social and Behavioural Sciences 8% 8% Veterinary Medicine 1% 1% Others 14% 13%
  • 19. User categories 350 300 250 200 150 100 50 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 Member of staff Other Student - Bachelor Student - Master
  • 22. Average pages read 180 160 140 120 100 80 60 40 20 0 Average Pages Read GEO HUM L&E MED Others SCI SOC VET User Faculty Member of staff Student - Bachelor Student - Master
  • 23. Average reading time online 1:45:00 AM 1:30:00 AM 1:15:00 AM 1:00:00 AM 12:45:00 AM 12:30:00 AM 12:15:00 AM 12:00:00 AM Average reading time GEO HUM L&E MED Others SCI SOC VET User Faculty Member of staff Student - Bachelor Student - Master
  • 24. Who is printing? 60% 50% 40% 30% 20% 10% 0% % Users with Pages Printed GEO HUM L&E MED Others SCI SOC VET User Faculty Member of staff Student - Bachelor Student - Master
  • 25. Users only reading online 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% % Users that only read online GEO HUM L&E MED Others SCI SOC VET User Faculty Member of staff Student - Bachelor Student - Master
  • 26. Who is downloading? 45% 40% 35% 30% 25% 20% 15% 10% 5% 0% % Users with Downloads GEO HUM L&E MED Others SCI SOC VET User Faculty Member of staff Student - Bachelor Student - Master
  • 27. Conclusions • Can you do collection management in a efficient way with PDA? Yes • Is the workflow in the back office efficient? Yes • Do the users like it? Yes • Do they use interesting books for the collection? Yes • Can you make PDA financially predictable? Yes
  • 28. Predictable? Sustainable? YES, BUT Every month more publishers raise their STL prices This makes our PDA model: o Not predictable o Not sustainable o Less efficient o Less interesting for our users