Charleston Conference - Launching an ePreferred Approval Plan
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1) The document discusses Duke University launching an ePreferred Approval Plan with YBP Library Services to acquire eBooks through an approval plan profile. 2) It provides details on the setup of the ePreferred plan, including parameters, publishers included, and fund codes. 3) A review of the pilot period found that 21% of acquisitions were eBooks, with the highest subject areas being social sciences, humanities, and sciences. Usage of acquired eBook titles was over 50% across disciplines.
![Launching an ePreferred Approval Plan XXXI Charleston Conference – Nov. 4, 2011 Ann-Marie Breaux [email_address] VP, Academic Service Integration , YBP Library Services Nancy J. Gibbs [email_address] Head of Acquisitions, Duke University Libraries Aisha Harvey [email_address] Head of Collection Development, Duke University Libraries](https://image.slidesharecdn.com/charlestondukeepreferredap-111111130417-phpapp02/85/charleston-conference-launching-an-epreferred-approval-plan-1-320.jpg)
![eBook Context at Duke ,[object Object],[object Object],[object Object],Charleston 2011](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
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Charleston Conference - Launching an ePreferred Approval Plan
- 1. Launching an ePreferred Approval Plan XXXI Charleston Conference – Nov. 4, 2011 Ann-Marie Breaux [email_address] VP, Academic Service Integration , YBP Library Services Nancy J. Gibbs [email_address] Head of Acquisitions, Duke University Libraries Aisha Harvey [email_address] Head of Collection Development, Duke University Libraries
- 5. Simultaneous Print-eBook Profiling Charleston 2011
- 8. Show ePreferred piece of Duke AP Charleston 2011
- 9. Overall Costs for Duke University Charleston 2011 Pilot Period: November 2010-August 2011 # Invoiced % Total Cost Avg Cost per Book All Autoships 9381 100% $ 539,727.02 $57.53 Print 7441 79% $ 367,960.90 $49.45 E 1940 21% $ 170,766.12 $88.02
- 10. Top 5 LC Classes for eApproval Books Charleston 2011 English Literature 172 Public Policy 114 Economics 105 Religion 101 Sociology 100
- 11. eBooks by Discipline Groups Charleston 2011 Discipline % of Total # of Books Avg cost Total cost Social Sciences 38% 731 $82.08 $60,002.10 Humanities 29% 556 $83.97 $46,685.42 IAS 16% 316 $86.59 $27,188.23 Sciences 11% 212 $109.78 $23,274.14 Divinity 5% 101 $92.62 $9,354.33 Interdisciplinary 1% 24 $171.75 $4,121.91
- 17. Top 5 Subjects/Areas for Print Books Duplicating eApproval Books Charleston 2011 Subject Area Number purchased % of Total English Literature 57 28% Film Studies 17 8.3% Western Europe 15 7.3% Philosophy 14 6.8% Public Policy 10 4.9%
- 20. Communication Strategy, University Community Charleston 2011
- 23. Thank You! Charleston 2011
Editor's Notes
- Aisha: Just 2 years ago, E-books supplemented our library collections, many duplicated books that we had in print and were mostly subject based collection, an aggregated package negotiated for or inherited. Just two years later we have doubled our E-Book collection, while E-books still do not comprise the majority of the monographic collection over the past year we have increased our e-book holdings two fold. The vast majority of this increase is not from the approval plan but if you compare the collection building methodologies from 2009 and 2011 you will notice that now instead of creating catalog links to e-book package titles, we are now developing our E-Book collection in a way that reflects the title level, publisher level and subject level precision that has characterized our print monograph collections for decades.
- Aisha
- A-M
- A-M
- Nancy Basically we turned our complete approval profile into an e approval plan if the following options are present: The book must be available in e format within 8 weeks of when it was profiled by the bibliographers at Yankee. The e plan is in affect for all subjects in the approval profile: that means books in music, biology, art, and public policy. And if the book was available for multiple users we opted for that level of access but if MUPO was not available we accepted SUPO (Single User) in its place. Our plan also allows books to be selected automatically if they cost $150.00 or less. Since this is a relatively new and slightly radical way to run an approval plan we had a fall back position if faculty or staff decided they needed the e book in a print format. And that has happened!
- A-M
- A-M – originally this way – now has flipped to SUPO first
- Nancy
- Nancy
- Nancy: Our selectors are grouped by Discipline Groups: this slide shows the various numbers of books coming on the e approval plan by Discipline Group along with some relevant information on numbers and costs by discipline group.
- Nancy
- Nancy
- Nancy: CAPITALISM, FOR AND AGAINSTREDS AT THE BLACKBOARD: COMMUNISM, CIVIL RIGHTS, AND THE NEW YORK CITY TEACHERS UNION. SOVEREIGNTY IN FRAGMENTS: THE PAST, PRESENT AND FUTURE OF A CONTESTED CONCEPT : A FEMINIST DEBATE. FUTURE OF POWER. OTHER COLD WAR.
- Nancy: The current workflow doesn’t seem to take advantage of the automation I anticipated but we keep working with all of the providers of parts of the data to make it more seamless and take the human intervention out of the process. Right now we are notified our titles are ready to “ship” to Duke, and have been activated at the platform provider. We pick up our invoices from an ftp site. We load that invoice with MARC bib and order data into our online system. This data also has the correct 856 information and the Get it at Duke icon so it seamlessly loads everything at once into the catalog. Then another staff member activates the titles in our Discovery system and our A-Z list is updated the next day reflecting activation of these new titles. Once every two weeks another staff member creates a spreadsheet of the titles that have “shipped” in the last two weeks and send that out to selectors effectively notifying them of new e books that could possibly also be duplicated in print format if they choose. Those chosen titles are sent to Acquisitions and we order a second copy, in print, for the selector or the faculty member requesting a print copy from a form on our website. Ideally what I would like to see is the Titles shipped and the Activation at the Discovery Services be totally automated without our intervention. And of course I’m hoping that the need to order a print copy to duplicate the print book lessens but that may take some time for acceptance of an only e version by selectors and faculty and will probably never completely disappear but will I believe diminish.
- Nancy
- Nancy: This slide shows the print books purchased by selectors and for those few faculty requests; the majority of these books were purchased by selectors that are unhappy with the e platform, worry about reading in an e format, faculty not accepting this format, researchers needing the print copy to do deep research, etc. We have continued to provide the print duplicates this year and this money is from a separate endowment fund for this purpose. But at some point the print copy will come from the selectors normal firm order funds which I believe will lessen the number of duplicate titles. But for the moment we are not ready to abandon print if it is requested.
- Aisha: Transitions are hard, especially with so much unknown and so little agreed upon. Let’s talk about what we do know: We have less physical space in the library. E-reader hardware is evolving and adoption is growing Remote international campus on the horizon The dominance of e-journals over print journals – the cost of purchasing these items in 2 sometimes 3 format The promise of the E-book is tantalizing…even though there are many things to consider: access, preservation, optimal use in a research setting.
- Aisha: If implementing the e-preferred plan in your library, have plans to answer the following questions. At Duke the answers to these questions are….
- Aisha: What do I tell faculty? Our communication strategy was public, avoided library jargon and got to the point.
- Aisha: Assessment & Engagement: Librarians cannot afford to be passive bystanders as the book evolves. We have a responsibility to learn from researchers and to advocate for them. We cannot afford to wait until the perfect e-book is created, we will be waiting a very long time. In an attempt to create a platform and a vision for e-books the Duke University Libraries has created the E-book Advocacy Model & Statement. The purpose of the advocacy statement is to: 1. exploring the complexity of the research process and how e-books fit within this process 2. Help us to learn from readers about their preferences 3. to advocate to publishers on behalf of researchers' needs
- Aisha