Simplifying Your DDA Program for a Better User Experience
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The panel presentation discussed experiences with demand-driven acquisition (DDA) programs and efforts to simplify the user experience. Rene Erlandson described how using WorldCat Discovery and EBL provided an easy-to-implement DDA program at the University of Nebraska Omaha. Holly Tomren discussed Drexel University Libraries' DDA plan through Ebrary and efforts to streamline record workflows. Kelly Drake explained how the Fenway Libraries Online consortium aimed to create a simple shared DDA collection but found the needs of individual libraries made full simplicity challenging.
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Simplifying Your DDA Program for a Better User Experience
- 1. Simplifying Your DDA Program for a Better User Experience: A Panel Perspective Rene Erlandson - University of Nebraska Omaha Holly Tomren - Drexel University Libraries Kelly Drake - Fenway Libraries Online ER&L 2015 Feb. 24, 2015 2:15-3:00 PM Salon A/B
- 2. DDA @UNO Rene J. Erlandson Director,Virtual Services rerlandson@unomaha.edu
- 3. University of NebraskaOmaha • Metropolitan campus • 15,000+ students • OCLC WMS • WorldCat knowledge base • WorldCat Local • EBL
- 4. Specifics DDA Model Profile WorldCat knowledge base
- 7. Workflow Configure EBL Select EBL collection within the knowledge base Maintain profile, etc within EBL LibCentral
- 8. WorldCat Discovery = Easy DDA @ UNO
- 9. Simplifying Your DDA Program for a Better User Experience: A Panel Perspective Rene Erlandson - University of Nebraska Omaha Holly Tomren - Drexel University Libraries Kelly Drake - Fenway Libraries Online ER&L 2015 Feb. 24, 2015 2:15-3:00 PM Salon A/B
- 10. SIMPLIFYING YOUR DDA PROGRAM FOR A BETTER USER EXPERIENCE ER&L 2015 Holly Tomren (@htomren)
- 11. Drexel University Libraries • Private Academic Library, ~20,000 FTE • Discovery Layer: Proquest Summon • ILS/OPAC: Innovative Interfaces, Inc. Millennium • eResource Knowledge Base: Proquest 360 Link and OCLC WorldShare Collection Manager ER&L 2015 | 2
- 12. DDA Plan • Ebrary via YBP • Selected subject areas • Aligned with YBP approval plan • Other Ebrary holdings include Academic Complete and individual firm-ordered titles ER&L 2015 | 3
- 13. DDA Discovery • Automated Ebrary holdings feed for Summon and WorldCat • MARC records in local catalog • Discovery • Title analysis (LC classification, imprint) • Acquisitions data ER&L 2015 | 4
- 14. MARC Record Sources • YBP “discovery” records • Ebrary vendor records • OCLC records via WorldShare Collection Manager ER&L 2015 | 5
- 15. MARC Record Comparison ER&L 2015 | 6 YBP Ebrary OCLC Coverage 100% Very high Very high Timeliness Within week Within month Within month Quality Good Very good Varies Deletes No Yes Yes Updates No No Yes Provider Neutral No No Yes
- 16. Workflow Current: • Weekly load of YBP discovery records • Monthly overlay with Ebrary records (including Deleted records if applicable) • Acquisitions attaches order record when short-term lease and/or purchase is triggered ER&L 2015 | 7
- 17. Workflow Future: Consider shift to OCLC MARC records • E-resource MARC records in one place • Provider-Neutral records indicate duplication between DDA plan and other e-resource packages and providers • WorldCat knowledge base has “expert community” functionality to add or edit OCLC records ER&L 2015 | 8
- 18. Simplifying Your DDA Program for a Better User Experience: A Panel Perspective Rene Erlandson - University of Nebraska Omaha Holly Tomren - Drexel University Libraries Kelly Drake - Fenway Libraries Online ER&L 2015 Feb. 24, 2015 2:15-3:00 PM Salon A/B
- 19. Simple Consortial DDA Fenway Libraries Online Kelly Drake | Systems Librarian kelly@flo.org
- 20. ● Who we are | Fenway Libraries Online ● Project goals | What we tried to do - and how ● Outcomes | How it turned out Simple Consortia DDA Kelly Drake | Systems Librarian kelly@flo.org
- 21. Who we are ER&L 2015 Fenway Libraries Online • Emerson College • Emmanuel College • Lesley University • Massachusetts College of Art and Design • Massachusetts College of Pharmacy and Health Sciences • Museum of Fine Arts • New England College of Optometry • New England Conservancy • School of the Museum of Fine Arts • Wentworth Institute of Technology • Wheelock College Fenway Libraries Online Office
- 22. ● Collection enhancement ● Quality e-collection ● Quality records ● Best value for the cost ● Patron ease and clarity ● Minimal staff impact Project goals | what we tried to do and how Kelly Drake | Systems Librarian kelly@flo.org
- 23. DDA Project goals ER&L 2015 Collection enhancement • Collection policies • Suppoprt e-programs • Broader collection needs • Specific collection needs
- 24. DDA Project goals ER&L 2015 Highest quality • Collection • MARC records
- 25. DDA Project goals ER&L 2015 Best value for funds • Dedup against existing electronic holdings • Save processing time • Extended purchasing dollars • Purchased titles of high value/use FLO EBL Ebrary and Other E-Content Other E-Content
- 26. DDA Project goals ER&L 2015 Patron ease and clarity • Stable collections • Easy, direct proxied linking • Quality records • Quality items
- 27. DDA Project goals ER&L 2015 Minimize staff time !!!Automated quality record uploads, updates, and deletes >> >>
- 28. DDA Project goals ER&L 2015 New records Records harvested 852 added for holding location and EBL number Create Bib and MFHD Does the record match existing record? Add MFH EBL to System ID text file Yes No
- 29. DDA Project goals ER&L 2015 Updating records Records harvested 852 added for holding location and EBL system # to 035 Update BibDoes the record match an existing EBL record? Do not update BibEBL to System ID text file Yes No
- 30. Delete Bib and MFHD DDA Project goals ER&L 2015 Deleting records Shortcut the OCLC records load When the system matches a Bib, Is there only the (EBL) MFHD Delete MFHD Records harvested Yes No insert match point - system ID
- 31. Outcomes ER&L 2015 Not so simple • Turns out librarians appear to be more interested in doing what’s best, even at the expense of simplicity • Nothing is ever really simple in a consortium - but it can be effective!
- 32. FLO Catalog Outcomes ER&L 2015 Moving forward - solution • Going big! • Going small • Stabilize collection Library websites Subject Specific DDA MLS EBL
- 33. Rene Erlandson - University of Nebraska Omaha Holly Tomren - Drexel University Libraries Kelly Drake - Fenway Libraries Online Thank you! Any questions?
Editor's Notes
- Who are we?
- WCKB facilitated implementing DDA Old system: manual record uploads into the system (done 1 or 2x/year) WC: we chose the collection within the KB Vendor sends OCLC records OCLC updates collection records within WCKB (1x/month)
- Exploring how DDA works best in the consortial environment.
- 10 libraries, from small academics to special collections, mostly undergradute, a few very specialized graduate programs Areas of specialization range from visual arts to pharmaceuticals Range of collection policies. Some acquire to provide access, some collect to preserve. Supported by the FLO office - 4 staff members provide server and system support, programming Share a common catalog, with over 1.2 million holdings, and promote inter-library borrowing Decisions made by committees composed of a representative from each library
- Project goals were nothing unexpected, but the expected level that hoped to reach on each goal was high.
- Selected publishers, “non-academics” removed New materials 2013 cut off Patron-accepted platform Marc records OCLC to improve seaching and patron browsing
- Deduping against physical collection was discussed but decided against Dedupe against purchases e-content to ensure that no unnecessary titles were borrowed or purchased
- Collection stability is extremely important! Record display and linking also needs to be extremely clear to patrons Purchased title handling/supressing holding record was necessary
- For a more timely process getting deletes straight from EBL so we don’t have non-available items in the catalog (could be up to a three week delay in getting deletes via OCLC)
- Staff did not value: The number of records introduced to the catalog - over 100,000 at one time, as they overwhelmed the curated collections of each institution The mid-semester title deletions For libraries whose mission includes collecting: did not appreciate funds being used for temporary access to materials. Staff valued: The better “e-book bang for the buck” The quality marc records The ease of record management The statistics provided The paton’s access to a broad collection The paton’s use of quality resources The comprehesive, yet also collection-supportive content of the collection and identified areas to improve on those points that might not be so simple - join in the ebook program of an even larger consortium - the Massachusetts Library System
- Join MLS project Load only selected titles Provide links to the full platform for higher e-content users Continue DDA but… Library-specific, very focus, curated collections - for libraries who acquire for access Continue with automated quality record loads - for both types of collections Set content at beginning of semester, and keep content stable for each semester - this may mean more work/funds but is key to success.