Triangle Research Libraries Network /
Oxford University Press / YBP Library Services Pilot

An Evolving Model for Consorti...
Panel
•
•
•
•
•
•

Ann-Marie Breaux, abreaux@ybp.com
Lisa Croucher, lisa@trln.org
Teddy Gray, teddy.gray@duke.edu
Cotina J...
Presentation Outline
1. Year 1
a. TRLN goals, acquisitions objectives, challenges, lessons
(Luke)
b. Lessons: statistics (...
Year 1: TRLN goals, acquisitions
objectives, challenges, lessons
 Maximize support for the academic enterprise
 Create m...
Year 1: TRLN goals, acquisitions
objectives, challenges, lessons
 Acquire the entire monographic output of core publisher...
Year 1: TRLN goals, acquisitions
objectives, challenges, lessons
 Creating rapid document delivery mechanisms and
accepta...
Year 1: TRLN goals, acquisitions
objectives, challenges, lessons learned
 Cooperation in a digital world fundamentally in...
Year 1 Lessons: statistics

Print requests by school
951 book requests

31.1%

53.8%

13.6%

Duke

NCCU

NCSU

1.5%

UNC
Year 1 Lessons: statistics

Print requests by e-book availability
951 book requests

27.3%

72.7%

E-Book Available

E-Boo...
Year 1 Lessons: statistics

E-book title usage
60%

55.64%

50%

40%
30%

25.65%

27.92%

26.05%

NCSU

UNC

20%
10%

3.45...
Year 1 Lessons: statistics

Unique e-book title usage
800

700

690

600
500
400

332

300
200
99

100

9

0
1 School

2 S...
Year 1 Lessons: statistics

E-book section usage
8797 chapters downloaded

35.9%
46.0%

16.7%
Duke

NCCU

NCSU

1.4%
UNC
Year 1 Lessons: statistics

Median downloads per e-book
4

3

2

1

0
Duke

NCCU

NCSU

UNC
Year 1 Lessons: statistics

E-book title usage by LC class
80%

70%
60%
50%
40%
30%
20%
10%

0%
B

H

M

K

D

P

J
Year 1 Lessons: statistics

E-book title usage by publisher
100%
80%
60%
40%
20%
0%
Year 1 Lessons: NCCU anecdotal
evidence, discussions, statistics
 One or two students stated that even though the item is...
Year 1 Lessons: NCCU anecdotal
evidence, discussions, statistics
“My colleagues (members of the Deans’ Council) were very ...
Year 1 Lessons: NCCU anecdotal
evidence, discussions, statistics
 How can we better advertise this resource to our
studen...
Year 1 Lessons: NCCU anecdotal
evidence, discussions, statistics
 From the start of the pilot study until September 2013:...
Year 1 Lessons: OUP
 Better understanding of acquisitions issues
 Advance title data needed improvements – a significant...
Year 1 Lessons: OUP
 Multiple copy discounts (beyond first shared print copy) were
not easy to manage, nor necessary to m...
Year 1 Results: YBP
Packages
 First invoice: May 1, 2012
 May, July, September, January releases
 150 packages (2,015 t...
Year 1 Results: YBP
Print books
 First invoice: May 25, 2012
 Managed by UNCChapel Hill
 2,809 titles (reduced from
3,1...
Year 1 Lessons: YBP
 Remember it’s a pilot

 Triple-check the agreement before starting
 Slips for UPSO titles confuse ...
Year 2 and beyond: TRLN
 More e-books and fewer print books acquired to keep costs
constant (adjusting for growing number...
Year 2 and beyond: OUP
 Extended to additional UPSO partner presses
 Decoupled frontlist print purchasing and left that ...
Year 2 and beyond: YBP
 Consortial enhancements based on TRLN review and other
feedback
 GOBI Alt-ed link showing P or E...
Thank you.
Questions and discussion.
Charleston Conference
November 8, 2013
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Triangle Research Libraries Network Oxford University Press Pilot: An Evolving Model for Consortial Print and E-Book Collections

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Ann-Marie Breaux (speaker), Cotina Jones (speaker), Lisa Croucher (speaker), Luke Swindler (speaker), Rebecca Seger (speaker), Teddy Gray (speaker)

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  • Creating rapid document delivery mechanisms and acceptable access policies for shared print copies of new books in an offsite facility that was designed for low-use retrospective materials
  • Cooperation in a digital world fundamentally inverted the metric for success from uniqueness of titles held to extensiveness of duplication within the consortiumCritical difference exists between what patrons might prefer in theory and what they will accept in realityUsers will accept e-only or shared print located offsite with quick delivery so long as key titles are held locally (campus faculty authored books and titles in major review media)It’s not “just in time” versus “just in case”: given acceptable content, cost, and usage inflection points, the optimal consortial solution for key publishers would be to doboth: broad just-in-case en bloc acquisitions (for electronic) and narrow evidence-based just-in-time (for print)—with any delays in acquiring or delivering the latter being made acceptable in part by the former’s digital availability
  • “My colleagues (members of the Deans’ Council) were very interested in the services of UPSO.  At first there was the question of Copyright and what were the provisions for ensuring that the copyright  laws will not be violated.   Another critical point mentioned was the possibility that multiple users could access a book at the same time.   The possibility of multiple users and students having  access to their  texts  and other references  was great.   One less book to buy or locate , easy access for students.    In closing once the copy right concerns were addressed and the multiple users  issues ,  with the right promotion, UPSO would be a great resources for our students and faculty.” (slightly revised version proposed in slide above)
  • Triangle Research Libraries Network Oxford University Press Pilot: An Evolving Model for Consortial Print and E-Book Collections

    1. 1. Triangle Research Libraries Network / Oxford University Press / YBP Library Services Pilot An Evolving Model for Consortial Print and E-Books Collections Charleston Conference November 8, 2013
    2. 2. Panel • • • • • • Ann-Marie Breaux, abreaux@ybp.com Lisa Croucher, lisa@trln.org Teddy Gray, teddy.gray@duke.edu Cotina Jones, cjone104@nccu.edu Rebecca Seger, rebecca.seger@oup.com Luke Swindler, luke_swindler@unc.edu
    3. 3. Presentation Outline 1. Year 1 a. TRLN goals, acquisitions objectives, challenges, lessons (Luke) b. Lessons: statistics (Teddy) c. Lessons: NCCU anecdotal evidence, discussions, statistics (Cotina) d. Lessons: OUP (Rebecca) e. Lessons : YBP (Ann-Marie) 2. Year 2 and beyond a. TRLN (Luke) b. OUP (Rebecca) c. YBP (Ann-Marie)
    4. 4. Year 1: TRLN goals, acquisitions objectives, challenges, lessons  Maximize support for the academic enterprise  Create model for consortial acquisition of e-books coupled with needed print that is acceptable to users  Move libraries and partner publishers to a decidedly electronic environment for monographs  Develop flexible vending framework for systematically increasing e-books acquisitions in tandem with reducing print intake while keeping net costs constant and therefore sustainable over time  Evolve model that other library consortia and publishers would find useful and adoptable/adaptable that is not merely another buying club
    5. 5. Year 1: TRLN goals, acquisitions objectives, challenges, lessons  Acquire the entire monographic output of core publishers  Each campus individually and separately owns every e-book on UPSO platform  TRLN collectively owns at least a single shared print copy of nearly every title from these publishers not on the UPSO platform located in a joint offsite facility  TRLN selectively duplicates with shared print some titles in humanities and social sciences also available as e-books  Model not designed to reduce the level of acquisitions or save money by cutting aggregate monographic expenditures  TRLN relies on shared vendor (YBP) to manage costs and content and (for print) provide shelf-ready processing
    6. 6. Year 1: TRLN goals, acquisitions objectives, challenges, lessons  Creating rapid document delivery mechanisms and acceptable access policies for shared print copies of new books in an offsite facility  Extending cooperation beyond content to the shared MARC record creation and curation  Getting staff buy-in for what it meant to successfully cooperate for e-books and shared print for new high-visibility titles and allaying fears of negative user reactions  Dealing with staff frustrations about which titles would come in what format and when inherent in the still imperfect vending mechanisms for e-books
    7. 7. Year 1: TRLN goals, acquisitions objectives, challenges, lessons learned  Cooperation in a digital world fundamentally inverted the metric for success from uniqueness of titles held to extensiveness of duplication within the consortium  Critical difference exists between what patrons might prefer in theory and what they will accept in reality  Users will accept e-only or shared print located offsite with quick delivery so long as key titles are held locally  It’s not “just in time” versus “just in case”: given acceptable inflection points, optimal consortial solution for key publishers would be both: broad just-in-case en bloc acquisitions for electronic and narrow evidence-based justin-time for print—with any delays in print being made acceptable in part by availability of electronic
    8. 8. Year 1 Lessons: statistics Print requests by school 951 book requests 31.1% 53.8% 13.6% Duke NCCU NCSU 1.5% UNC
    9. 9. Year 1 Lessons: statistics Print requests by e-book availability 951 book requests 27.3% 72.7% E-Book Available E-Book not Available
    10. 10. Year 1 Lessons: statistics E-book title usage 60% 55.64% 50% 40% 30% 25.65% 27.92% 26.05% NCSU UNC 20% 10% 3.45% 0% Duke NCCU All Schools
    11. 11. Year 1 Lessons: statistics Unique e-book title usage 800 700 690 600 500 400 332 300 200 99 100 9 0 1 School 2 Schools 3 Schools 4 Schools
    12. 12. Year 1 Lessons: statistics E-book section usage 8797 chapters downloaded 35.9% 46.0% 16.7% Duke NCCU NCSU 1.4% UNC
    13. 13. Year 1 Lessons: statistics Median downloads per e-book 4 3 2 1 0 Duke NCCU NCSU UNC
    14. 14. Year 1 Lessons: statistics E-book title usage by LC class 80% 70% 60% 50% 40% 30% 20% 10% 0% B H M K D P J
    15. 15. Year 1 Lessons: statistics E-book title usage by publisher 100% 80% 60% 40% 20% 0%
    16. 16. Year 1 Lessons: NCCU anecdotal evidence, discussions, statistics  One or two students stated that even though the item is available in electronic format, “I still want it in print. I don’t mind waiting for it.”  A librarian stated that “I like UPSO. It includes multiple subject modules and brings together the best scholarly publishing from around the world.”  (Resources that we would ordinarily not be able to afford since we are faced with years of continuous budget reductions.)
    17. 17. Year 1 Lessons: NCCU anecdotal evidence, discussions, statistics “My colleagues (members of the Deans’ Council) were very interested in the services of UPSO. At first there was the question of copyright and what were the provisions for ensuring that the copyright laws will not be violated. Another critical point mentioned was the possibility that multiple users could access a book at the same time. The possibility of multiple users and students having access to their texts and other references was great. One less book to buy or locate , easy access for students. In closing, once the copyright and multiple user concerns are addressed, with the right promotion, UPSO would be a great resource for our students and faculty.” • Dr. Theodosia T. Shields, Director of Library Services, James E. Shepard Memorial Library
    18. 18. Year 1 Lessons: NCCU anecdotal evidence, discussions, statistics  How can we better advertise this resource to our students, staff, and faculty?  How can we encourage student use when we are conducting a reference transaction?  Will we be able to offer a version of UPSO to our students at the conclusion of the pilot study?
    19. 19. Year 1 Lessons: NCCU anecdotal evidence, discussions, statistics  From the start of the pilot study until September 2013: 256 uses  In looking at the statistics by subject: the majority of the uses were in the social sciences and humanities
    20. 20. Year 1 Lessons: OUP  Better understanding of acquisitions issues  Advance title data needed improvements – a significant issue  Importance of simultaneous P&E to the Acquisitions Librarian (which isn’t what you think)  Brought to libraries a better understanding of issues from publisher’s perspective  Print output fluctuated more than expected; expenses were difficult to manage
    21. 21. Year 1 Lessons: OUP  Multiple copy discounts (beyond first shared print copy) were not easy to manage, nor necessary to make this a sustainable offering  Key to collaboration is honest and open dialogue with the library about sustainability for all parties, and what constitutes sustainability across a broad range of book publishing: monograph, trade, course adoption, third party rights issues.
    22. 22. Year 1 Results: YBP Packages  First invoice: May 1, 2012  May, July, September, January releases  150 packages (2,015 titles)  10 university presses  Cairo, California, Edinburgh, Florida, Fordham, Hong Kong, Kentucky, Manchester, Oxford, Policy
    23. 23. Year 1 Results: YBP Print books  First invoice: May 25, 2012  Managed by UNCChapel Hill  2,809 titles (reduced from 3,137)
    24. 24. Year 1 Lessons: YBP  Remember it’s a pilot  Triple-check the agreement before starting  Slips for UPSO titles confuse library selectors  Make duplication control easier across libraries  Past publishing output may not accurately predict future publishing output
    25. 25. Year 2 and beyond: TRLN  More e-books and fewer print books acquired to keep costs constant (adjusting for growing number of publishers and more e-books in more subject packages available)  Before Pilot: e-books <1% of TRLN copies from these publishers  After Year 1: 74% of copies TRLN acquired were e-books  For Year 2: 81% of copies acquired projected to be ebooks  Planning how Year 3 might work and be affordable  Possibilities of applying model to other publishers  Emboldened to consider moving some publishers to e-only with print duplicates being bought on demand
    26. 26. Year 2 and beyond: OUP  Extended to additional UPSO partner presses  Decoupled frontlist print purchasing and left that between YBP and the libraries  Multiple copy purchases no longer discounted (a library/consortia decision)  Improved data on forthcoming titles  Monitoring of usage and opportunities to assist libraries  Continue to improve speed to market with E  Continue to expand range of content into other areas, ensuring visibility of economic impact
    27. 27. Year 2 and beyond: YBP  Consortial enhancements based on TRLN review and other feedback  GOBI Alt-ed link showing P or E without having to click it  Distinguish P/E in GobiTween  Show consortial purchase details in real-time on member library accounts  Duplication control within consortial groups or linked libraries  Refine print requirements with TRLN  More presses  More selective print coverage - purchasing of 100% of publisher output across P/E not guaranteed for Year 2  Fewer subject areas  Print spending cap  Is it possible to simplify Year 3+? Probably not yet.
    28. 28. Thank you. Questions and discussion. Charleston Conference November 8, 2013

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