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Levine-Clark Kawecki ALCTS PDA Preconference 2011

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Levine-Clark, Michael and Barbara Kawecki. “Planning for the Future: Developing a Demand-Driven Acquisition Model,” Patron Driven Acquisitions in Academic Libraries: Maximizing Technology to Minimize Risk Pre-Conference, American Librarian Association Annual Conference, New Orleans, June 24, 2011.

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Levine-Clark Kawecki ALCTS PDA Preconference 2011

  1. 1. Planning for the Future: Building a Demand-Driven Acquisitions Model Patron-Driven Acquisitions in Academic Libraries: Maximizing Technology to Minimize Risk ALCTS Pre-Conference New Orleans June 24, 2011 Michael Levine-Clark University of Denver Barbara Kawecki YBP Library Services
  2. 2. A New Way of Thinking About Library Collections
  3. 3. Definitions <ul><li>Patron-Driven Acquisitions </li></ul><ul><ul><li>Faculty requests/input </li></ul></ul><ul><ul><li>Use data </li></ul></ul><ul><li>Demand-Driven Acquisitions </li></ul><ul><ul><li>Meets immediate need </li></ul></ul>
  4. 4. Annual Book Production, 2009
  5. 5. Books Cataloged 2000-2004 (126,953 Titles)
  6. 6. Books Cataloged 2000-2004 (126,953 Titles)
  7. 7. Demand-Driven Acquisitions Goals <ul><li>Broaden the Collection </li></ul><ul><ul><li>More titles </li></ul></ul><ul><ul><li>More publishers </li></ul></ul><ul><ul><li>More subjects </li></ul></ul><ul><li>Match acquisitions to immediate demand </li></ul><ul><ul><li>Short-term loans </li></ul></ul><ul><ul><li>Purchase-on-demand </li></ul></ul><ul><ul><li>Pay at point of need </li></ul></ul><ul><ul><li>Pay for amount of need </li></ul></ul>
  8. 8. Redefining the Collection <ul><li>Everything we can provide in a timely manner </li></ul><ul><li>Ultimately, bounded only by budget </li></ul>
  9. 9. The Consideration Pool <ul><li>Titles available for purchase </li></ul><ul><li>Must keep at optimal size relative to budget </li></ul>
  10. 10. Planning and Tools for DDA Projects
  11. 11. Integrated DDA Projects <ul><li>Integrated Demand Driven Acquisitions </li></ul><ul><li>2010/2011 – New levels of cooperation and development between book vendors and ebook aggregators…the best of both worlds </li></ul><ul><li>Duplication control with print and ebooks, approval plans and firm orders </li></ul><ul><li>Workflow support – Selection, ordering, MARC record customization, invoicing, customer service </li></ul>
  12. 12. DDA Planning <ul><li>Why are you considering DDA and what ’s the focus of the project? Access? Ownership? </li></ul><ul><li>Is this a pilot or on-going collection development strategy? </li></ul><ul><li>What ’s your timeline? </li></ul><ul><li>Do you require de-duplication against your print and ebook orders? </li></ul><ul><li>What workflow have you considered to support your DDA program? Discovery records? Point of purchase records? </li></ul><ul><li>Do you intend to create individual order records and link payments to them for titles purchased through DDA? </li></ul><ul><li>What is your budget and how will you pay for DDA? </li></ul>
  13. 13. DDA Implementation - It takes a village! <ul><li>Bring all stakeholders into the conversation from the beginning </li></ul><ul><li>Library: Collection Development, Acquisitions, Cataloging, Systems </li></ul><ul><li>Collection Development Manager, Digital Sales, Aggregator representative, Library Technical Services, Customer Service </li></ul><ul><li>Task/implementation checklist </li></ul>
  14. 14. DDA Evaluation <ul><li>What constitutes success? </li></ul><ul><li>How will you evaluate the program? </li></ul><ul><li>Overview of recent Integrated DDA projects </li></ul>
  15. 15. Long-Term Management
  16. 16. Filling the Pool <ul><li>Approval process </li></ul><ul><ul><li>Broader criteria </li></ul></ul><ul><ul><li>Inclusion rather than exclusion </li></ul></ul>
  17. 17. Adding/Removing Records <ul><li>Discovery is key </li></ul><ul><li>Must be automatic </li></ul><ul><li>Approval vendor </li></ul><ul><li>MARC record service </li></ul>
  18. 18. Pool Maintenance <ul><li>Rules for </li></ul><ul><ul><li>Length of time in pool </li></ul></ul><ul><ul><li>Removal </li></ul></ul><ul><ul><li>Replacement </li></ul></ul>
  19. 19. Removal of Titles <ul><li>Removal because of content, quality </li></ul><ul><li>Removal because of financial risk </li></ul><ul><li>Rules for temporary removal </li></ul><ul><li>Rules for permanent removal </li></ul>
  20. 20. Use Shapes the Pool <ul><li>Titles that are used get to swim a bit longer </li></ul><ul><ul><li>Removing titles = unhappy users </li></ul></ul>
  21. 21. A Permanent Collection <ul><li>Some titles are core </li></ul><ul><ul><li>Establish criteria for permanent/longer-term availability </li></ul></ul><ul><ul><ul><li>Title-by-title </li></ul></ul></ul><ul><ul><ul><li>Series </li></ul></ul></ul><ul><ul><ul><li>Publisher </li></ul></ul></ul><ul><ul><ul><li>Subject </li></ul></ul></ul>
  22. 22. Role for Vendors <ul><li>Fill the pool </li></ul><ul><li>Provide discovery tools </li></ul><ul><li>Remove/replace content </li></ul><ul><li>Comprehensive reporting </li></ul>
  23. 23. Vendor Challenge: How to tread water and perform water ballet at the same time… <ul><li>Integration of print and ebook DDA </li></ul><ul><li>Putting DDA at the head of the line </li></ul><ul><li>Pool party or multi-vendor support </li></ul><ul><li>Syncronized swimming: OPAC, aggregator channel, GOBI </li></ul><ul><li>End to end management system </li></ul>
  24. 24. Enhanced Discovery
  25. 25. Customized MARC Records and Enrichment <ul><li>Discovery Records – created from a print record and customized for the library. Includes LC subject headings </li></ul><ul><li>Point of purchase records – can include data to create an order record and/or embedded acquisition data such as invoicing information or link to eInvoice </li></ul><ul><li>Enrichment service </li></ul><ul><ul><li>TOC ’s, Summaries, Author biographies/affiliation </li></ul></ul><ul><ul><li>Increased discoverability and circulation of collection </li></ul></ul>
  26. 26. Thank You! <ul><li>Michael Levine-Clark </li></ul><ul><li>Collections Librarian </li></ul><ul><li>University of Denver </li></ul><ul><li>[email_address] </li></ul><ul><li>Barbara Kawecki </li></ul><ul><li>Senior Digital Content Sales Manager </li></ul><ul><li>YBP Library Services </li></ul><ul><li>[email_address] </li></ul>

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