The document discusses the implementation of patron-driven acquisitions (PDA) and demand-driven acquisitions (DDA) in library settings, highlighting their benefits and the associated budgetary practices at Wellesley College and other Connecticut colleges. It details the transition from traditional collection models to more user-driven approaches and outlines specific metrics used to evaluate the program's impact, such as loan statistics and budget allocations. The document also emphasizes collaborative efforts among libraries to enhance user access to digital resources and improve acquisition workflows.

1. Sarah Becker, Wellesley College
Beth Hansen, Connecticut College
Lorri Huddy, CTW Library Consortium
Connecticut Library Association
Annual Conference 2012

2. A show of hands please.
a. Personal Digital Assistants
b. Public Display of Affection
(Not in the stacks, please!)
c. A way to strengthen collections and
effectively use your limited $$$
d. A way to build your collection based on what
your patrons need and want
e. Answer: All of the above

3. PDA: Patron-Driven Acquisitions
DDA: Demand-Driven Acquisitions
STLs: Short Term Loans
DRMs: Digital Rights Management
Other acronyms you’ll hear today:
EBL = EBook Library
MiL = MyiLibrary (Coutts)
YBP = Yankee Book Peddler

4. The Old Model
"Just in Case" model
Anticipated Use
triggers purchase
Ownership of Content
The New Model
“Just in Time” model
Actual Use
triggers purchase
Access to Content
(including Pay-per-View )

5. Aggregators:
And Individual Publishers… and more?

6. ACCOUNTS: Funds & Profile
ACCESS: Titles & Users
AWARENESS: Communication & Training

7. Deposit Account or Month-to-Month?
• Content Areas • Publication Dates
• Types of Materials • Languages
• Readership Levels • Price Limit
• Specific Publishers • Format – E or P?

8. Catalog Records
Review Quality & Local Customizations
Authentication
Proxy, SSO, VPN
Discovery
Catalog, Vendor site, Moodle, etc.

9. Who should know…and to what extent?
Library Staff
Students and Faculty
College Administration

11. Sarah Becker
Acquisitions Librarian
Wellesley College
Library and Technology Services
May, 2012

12.  Undergraduate liberal arts women’s college
 2300 students, 350 faculty
 Library collections budget:
 $1,500,000 journals and databases
 $600,000 monographs
 Merged organization, called Library and Technology
Services

13.  ILS: Millennium, from Innovative Interfaces
 Web-scale discovery service: Summon, from Serials
Solutions
 YBP is our U.S. vendor
 Three approval plans: university presses, art, and music
 Print only
 PromptCat

14.  About 150,000 ebooks from all sources, including:
 Early English Books Online
 Ebrary Academic Complete
 Government Printing Office
 Ebook Library patron-driven acquisitions

15.  Ereader program, to discover the usefulness of
ereaders for academic purposes
 Lending ereaders, iPads, as well as laptops, cameras,
and video equipment
 Mobile application for the library

16.  Ebook Library
 Began the program in September, 2009
 Two short-term loans, then an autopurchase
 Payment started with a deposit account
 First year $20,000
 Second year $45,000
 Third year $60,000

17.  Our science librarian had experience with PDA in a
corporate setting
 Two collection management librarians started the plan
 We used funds from the science monographs budget at
first
 Achieved buy-in from colleagues once the merits of
the plan were evident
 We did not need approval from a higher administrative
level

18.  Broad profile:
 all publishers on our approval plans
 relevant academic publishers
 $500 price limit
 publication date starting from January, 2007
 all languages
 Keyword exclusions: “for dummies,” “Cliff ’s,” etc.
 Librarians can make deletions
 Librarians can purchase titles before use; these are
called firm orders

19.  EBL has about 250,000 titles available
 We show about 54,000 in our catalog
 We have had activity on about 8% of the titles in our
catalog

20.  Total titles invoiced: 4439
 Short-term loans: 4009 (90%)
 Autopurchases: 388 (9%)
 Firm orders: 41 (1%)
 Total titles browsed: 7487
 Short-term loans: 54% of browsed
 Autopurchases: 5% of browsed

22.  PDA is lower risk than our approval plans
 Short-term loans decrease autopurchases
 Our purchases support courses, not individual
research
 Titles are used after purchase
 Ebooks are used in all disciplines

23.  Two possible sources of catalog records for EBL titles:
 EBL free MARC records
 Serials Solutions records

24.  Quality issues: lack of subfield delimiters, series
numbering
 Subjects headings were minimal and very broad
 Extraneous information in Table of Contents such as
the words “Book cover,” “copyright,” etc.

25.  Adapted from records for print versions by LC
 High quality
 However, a third of them are not LC but brief Books-in-
Print records from Bowker with no subject headings

26.  We currently use Serials Solutions records
 EBL has improved their records
 Cataloging staff issues:
 Huge sets of records added and deleted every month
 Additions are straightforward
 Make sure to have a plan for handling deletions
 Ensure that autopurchases are not deleted

27.  Statement of our deposit account activity
 Detailed lists of short-term loans and autopurchases
including titles and cost per title
 On EBL site, we can create reports
 Counter reports
 Usage reports
 Invoice reports

28.  Switch to vendor YBP
 Add PDA to our regular acquisitions workflow
 Pay title by title
 We will receive data loads from YBP
 We will incorporate ebooks into our approval plans

29.  Put together a team
 Decide on the coverage you want
 Select a vendor
 Create a budget
 Decide whether to publicize the project
 Monitor the process
 Make changes as necessary

30.  Deborah Lenares, Manager of Library Acquisitions and
Resource Sharing
 Steve Smith, Manager of Collections Management and
Preservation
 Ray Schmidt, Manager of Cataloging and Metadata
 Sarah Becker, Acquisitions Librarian
 sbecker @ wellesley.edu
 781-283-3593

31. Lorri Huddy, CTW Librarian for Collaborative Projects,
Connecticut College, Trinity College, Wesleyan University
Beth Hansen, Director of Information Resources,
Connecticut College
Connecticut Library Association
Annual Conference 2012

32. Trinity College
Connecticut College Wesleyan University

33. Collection analysis of holdings
CTW CCD Funds for unique titles
Shared eBook project with PDA
Study of Undergraduates’ Use of eBooks
Gov Doc (FDLP) profile review

35. Books purchased on 2nd user session
No Short Term Loans!
Entire book accessible each session
Print 60 pgs / Download 10 pgs
Access Levels:
Multiple Users (Year 1)
Single User (Year 2+)

36. 6,322 PDA records loaded
1,168 Titles opened by our users
= 18.5% of CTW’s PDA collection
571 titles purchased
Total Cost: $58,650 :: Avg $/Title = $98
597 titles opened once
Total Value: $64,300

37. Average price per ebook:
$131 MU and $77 SU
Sample eBook prices vs. Softcover
MU: $250 vs. $39 :: $160 vs. $24
SU: $126 vs. $28 :: $114 vs. $23

38. 70%
Used
by 1
27%
Used
by 2
3%
Used
by 3

39. Views After Purchase

40. The Oops Factor

41. Detailed Profiling
Title Availability
User Access Levels
Customer Service
Workload/Workflow
Publishers Practices
User Expectations
vs. Realities
Purchase Triggers

42. Our Unexpected and Unwelcomed “Patron”

44. Consolidate Workflows for
Selection and Technical Services
Postpone Purchases using STLs
Account for Usage by Campus

45. Sarah Becker from Wellesley College
Sbecker@wellesley.edu
Beth Hansen & Lorri Huddy from CTW
Ehhan@conncoll.edu
Lhuddy@wesleyan.edu

46. Patron-driven acquisitions : history and best practices /
David. A. Swords. S.l. : De Gruyter Saur, 2011.
Breitbach, William, and Joy E. Lambert. "Patron-driven
ebook acquisition." Computers in Libraries July-Aug. 2011:
16+. General OneFile. Web. 11/16/2011.
“A dialogue on patron-driven acquisitions,” Rick Anderson
and Joe Esposito, 1/3/2012. <scholarlykitchen.sspnet.org>
Against the Grain. A publication “Linking Publishers,
Vendors and Libraries”. Its June 2011 issue (Vol. 23, No. 3)
is devoted to the topic of Patron-Driven Acquisitions.
No Shelf Required. A blog about ebooks, moderated by
Sue Polanka. <www.libraries.wright.edu/noshelfrequired>
TeleRead blog. News and views on ebooks, libraries,
publishing and related topics. <www.teleread.com>

47. Note: Images may be subject to copyright and cannot be used for commercial purposes
Photograph of Rodin’s “The Thinker” by Todd Martin
http://www.flickr.com/photos/tmartin/32010732/
Ducks in a Row:
http://rengawman.wordpress.com/2007/12/20/getting-your-ducks-in-a-row/
Ebook Library (EBL) logo: http://www.eblib.com/
Ebrary Banner: http://www.ebrary.com/corp/index.jsp
EBSCO eBooks Banner: http://www.ebscohost.com/ebooks
MyiLibrary Banner: http://www.myilibrary.com/Home.aspx
NetLibrary Logo: http://www.netlibrary.com/
Pool Balls:
http://www.flickr.com/photos/29071316@N06/3556143493/in/photostream/
Hanging Money image: Microsoft clip art collection
Oops Bubble Logo: http://www.legaljuice.com/oops sign bubble.jpg
"Which way?“ sign:
http://www.flickr.com/photos/tm-tm/3107926262/sizes/o/in/photostream/
Ebooks image:
http://mhpbooks.com/mobylives/wp-content/uploads/2010/07/ebooks1.jpg
Hacker at Work:
http://secforall.info/2009/06/29/portrait-of-the-developer-as-a-hacker/