For a variety of reasons, libraries have explored new acquisitions models, in particular the use of short-term loans (STLs) and demand-driven acquisitions (DDA) of ebooks. The reasons for embracing these options are diverse: shifting collection development practices, assuring use of purchased materials, coping with lower budgets, offering access to supplementary content, expanding library services, etc. As popular as these options have become, libraries do not undertake implementation lightly. It can be challenging to gain acceptance of the DDA/STL models and achieve a balance with traditional collection development practices. Once a DDA/STL program is in place, it can be a winning situation for libraries and publishers. Libraries can offer access to larger ebook collections than they could buy outright and pay only when content is actually used. Publishers can earn STL fees on titles that would otherwise not have been purchased, and benefit when more titles are made accessible by their customers. When libraries leave DDA titles in place, publishers benefit in terms of fees and purchases that accumulate over the long term.
An equilibrium of sorts was achieved between the new and old. But in May 2014, it was announced that several publishers decided to dramatically increase the cost of STLs for their DDA content, a decision that has caused widespread angst in libraries. Librarians from four small consortia will discuss their very different DDA/STL programs and their before and after scenarios: how DDA was working, steps or plans to address the impact of recent publisher decisions, and why DDA/STLs should remain an acquisitions option. Join us for an open discussion about this overall situation and how it might play out in the long run.
Speakers: Lorraine Huddy (CTW), Susan MacArthur (CBB), Mike Persick (Tri-Colleges), Pamela Skinner (Five Colleges)
The Short Term Loan Roller Coaster: the Impact of Publishers' Increasing Pri...The CTW Library Consortium
The Five Colleges Consortium started a demand-driven acquisition (DDA) program with EBL in December 2013 to assess use and appeal. The goals were to offer users access to a large collection of titles and automate the workflow. Initially, over 138,000 EBL titles with no price cap were made available. However, rising short-term loan rates from certain publishers made the costs unsustainable. In response, the consortium removed all titles priced over $100, reducing the pool to around 66,000 titles. They also shortened loan periods from 7 to 1 day. These changes helped better control costs but reduced the quality and breadth of the available title pool.
This document discusses how Newcastle University Library uses patron-driven acquisition (PDA) of ebooks to better satisfy customer needs and measure satisfaction. It launched a PDA pilot in 2010 that was very popular, spending £37k in one month. Various tweaks were needed to make it sustainable. PDA now accounts for 40% of the ebook budget and 10% of print. Heaviest users see improved satisfaction scores. The library learns purchasing patterns can help identify needs and reduce spending on loans and interlibrary loans. Further analysis of PDA's impact will help the library continue innovating to keep customers satisfied.
The document discusses how university libraries are changing to meet student needs in light of rising tuition fees. It reports results from a survey of 23 UK university libraries. Most libraries purchased new information resources, deployed new content delivery strategies like patron-driven acquisition of e-books, and introduced service improvements like extended hours. The majority indicated the new fees regime was partly responsible for these changes by increasing focus on student experience. Case studies highlight specific initiatives at the Universities of Durham, Newcastle, and York to purchase more materials, expand spaces and services, and gather impact metrics.
This document summarizes Linda Jones' experience developing online referencing and library access resources at the University of Portsmouth. It describes how she identified needs, recruited teams, launched pilots, gathered feedback, expanded the resources, and celebrated their success. The Referencing@Portsmouth database and Body in the Library resource helped reduce student and faculty queries over time. Jones reflects on unexpected benefits like reputation-building and new problem-solving skills gained. She concludes by outlining future information literacy projects and ambitions.
Read & Publish – What It Takes to Implement a Seamless Model?NASIG
PANELISTS
Adam Chesler
Director of Global Sales
AIP Publishing
Sara Rotjan
Assistant Marketing Director, AIP Publishing
Keith Webster
Dean of Libraries and Director of Emerging and Integrative Media Initiatives
Carnegie Mellon University
Andre Anders
Director, Leibniz Institute of Surface Engineering (IOM)
Editor in Chief of Journal of Applied Physics
Professor of Applied Physics, Leipzig University
“Read & Publish” agreements continue to gain global attention. What’s rarely discussed when these new access and article processing models are introduced is the paperwork, back-end technology and overall management required to implement the new program that works for all involved. This panel, comprised of a librarian, publisher, and researcher, will focus on the complexities of developing, implementing and using the infrastructures of different Read & Publish models and the challenges of developing a seamless experience for everyone.
From article submission to publication to final reporting, the panel will discuss the “hidden” impact that new workflows will have on stakeholders in scholarly communications. Time will be allotted for Q&A and attendee participation is encouraged.
As a means of making available and acquiring e-books,
Stockholm University Library uses PDA and EBS models.
In order to improve the knowledge of the benefits and
drawbacks of these purchasing models, the library has
undertaken a major evaluation of ten agreements with
various publishers and aggregators. This session will, among
other things, address the following questions: What is the
average price per book at the time of purchase? What is the
cost per use? Do purchased titles continue to be used? What
is the usage by subject area and by year of publication?
The document discusses new e-book aggregation options for selling to libraries. It describes several major aggregators (APO, JSTOR, UPCC, UPSO) and compares their features such as content delivery formats, backlist support, marketing experience, and views of librarians. Overall, the aggregators aim to provide flexible e-book options and discoverability while publishers want to maintain control and identity.
The Short Term Loan Roller Coaster: the Impact of Publishers' Increasing Pri...The CTW Library Consortium
The Five Colleges Consortium started a demand-driven acquisition (DDA) program with EBL in December 2013 to assess use and appeal. The goals were to offer users access to a large collection of titles and automate the workflow. Initially, over 138,000 EBL titles with no price cap were made available. However, rising short-term loan rates from certain publishers made the costs unsustainable. In response, the consortium removed all titles priced over $100, reducing the pool to around 66,000 titles. They also shortened loan periods from 7 to 1 day. These changes helped better control costs but reduced the quality and breadth of the available title pool.
This document discusses how Newcastle University Library uses patron-driven acquisition (PDA) of ebooks to better satisfy customer needs and measure satisfaction. It launched a PDA pilot in 2010 that was very popular, spending £37k in one month. Various tweaks were needed to make it sustainable. PDA now accounts for 40% of the ebook budget and 10% of print. Heaviest users see improved satisfaction scores. The library learns purchasing patterns can help identify needs and reduce spending on loans and interlibrary loans. Further analysis of PDA's impact will help the library continue innovating to keep customers satisfied.
The document discusses how university libraries are changing to meet student needs in light of rising tuition fees. It reports results from a survey of 23 UK university libraries. Most libraries purchased new information resources, deployed new content delivery strategies like patron-driven acquisition of e-books, and introduced service improvements like extended hours. The majority indicated the new fees regime was partly responsible for these changes by increasing focus on student experience. Case studies highlight specific initiatives at the Universities of Durham, Newcastle, and York to purchase more materials, expand spaces and services, and gather impact metrics.
This document summarizes Linda Jones' experience developing online referencing and library access resources at the University of Portsmouth. It describes how she identified needs, recruited teams, launched pilots, gathered feedback, expanded the resources, and celebrated their success. The Referencing@Portsmouth database and Body in the Library resource helped reduce student and faculty queries over time. Jones reflects on unexpected benefits like reputation-building and new problem-solving skills gained. She concludes by outlining future information literacy projects and ambitions.
Read & Publish – What It Takes to Implement a Seamless Model?NASIG
PANELISTS
Adam Chesler
Director of Global Sales
AIP Publishing
Sara Rotjan
Assistant Marketing Director, AIP Publishing
Keith Webster
Dean of Libraries and Director of Emerging and Integrative Media Initiatives
Carnegie Mellon University
Andre Anders
Director, Leibniz Institute of Surface Engineering (IOM)
Editor in Chief of Journal of Applied Physics
Professor of Applied Physics, Leipzig University
“Read & Publish” agreements continue to gain global attention. What’s rarely discussed when these new access and article processing models are introduced is the paperwork, back-end technology and overall management required to implement the new program that works for all involved. This panel, comprised of a librarian, publisher, and researcher, will focus on the complexities of developing, implementing and using the infrastructures of different Read & Publish models and the challenges of developing a seamless experience for everyone.
From article submission to publication to final reporting, the panel will discuss the “hidden” impact that new workflows will have on stakeholders in scholarly communications. Time will be allotted for Q&A and attendee participation is encouraged.
As a means of making available and acquiring e-books,
Stockholm University Library uses PDA and EBS models.
In order to improve the knowledge of the benefits and
drawbacks of these purchasing models, the library has
undertaken a major evaluation of ten agreements with
various publishers and aggregators. This session will, among
other things, address the following questions: What is the
average price per book at the time of purchase? What is the
cost per use? Do purchased titles continue to be used? What
is the usage by subject area and by year of publication?
The document discusses new e-book aggregation options for selling to libraries. It describes several major aggregators (APO, JSTOR, UPCC, UPSO) and compares their features such as content delivery formats, backlist support, marketing experience, and views of librarians. Overall, the aggregators aim to provide flexible e-book options and discoverability while publishers want to maintain control and identity.
This document discusses the transition of the Directory of Open Access Journals (DOAJ) from Lund University to a new non-profit organization called Infrastructure Services for Open Access (IS4OA). It outlines plans to improve DOAJ by introducing new functionality, extending journal coverage, monitoring compliance with criteria, and working more closely with publishers. Stricter criteria will address quality, openness, and transparency from publishers. Advisory boards will provide guidance. Funding will need to triple to support these plans through library contributions and potential publisher fees. The goal is for DOAJ to become the leading list for open access journals.
The document discusses the University of Manchester Library's implementation of a CRM system from Microsoft Dynamics. The CRM system was first rolled out to three areas including the library. For the library, the CRM system aims to improve relationship management, collaboration, analysis, customer intelligence, and other goals. The implementation process involved requirements gathering, change management, and training activities. Benefits of the CRM system for the library include more effective relationship management, enhanced profiling of academics, and better reporting capabilities. Future plans include expanding usage of the CRM system for additional library functions such as tracking billable time and analyzing service development trends.
This document discusses the importance of data gathering and analysis for libraries. It provides examples of the types of data libraries can collect, including circulation statistics, collection size and age, room bookings, and patron surveys. Collecting and analyzing both quantitative and qualitative data helps libraries measure their performance, identify gaps, and demonstrate their value. The document also provides case studies of libraries that effectively gather and report data, including through the use of infographics and benchmarking against standards.
Electronic Collection Management: How statistics can, and can't, help.Selena Killick
Presentation delivered at the ASLIB Engineering & Technology group and the Aerospace & Defence Librarians Group event titled: Surviving the recession: maximising your value. Held at Imperial College on the 15th of November 2011.
Devising New Collection Policies in Academic Libraries: Let's Be Smart!Charleston Conference
The University of Florida libraries are revising their outdated collection development policies to implement SMART collection policies that focus on strategic just-in-time collection building rather than traditional just-in-case purchasing. This will include modifying selection procedures, emphasizing shared collection projects, reallocating materials budgets, and targeting areas that support UF's strengths. The reasons for this change are that patron-driven acquisition plans have proven successful in purchasing books and e-books accessed through interlibrary loan, course reserves, and consortia-wide e-book purchasing. Additionally, analysis showed that a significant portion of print books purchased between 2007-2011 received few or no circulations, suggesting funds could be better spent. The goals of the new policies
This document discusses decision making for academic publishing and library services with limited budgets. It describes challenges like budget constraints, changing user expectations, and priorities. Solutions discussed include adapting spaces and processes, prioritizing electronic resources, and collaborative skills programs. The document also presents case studies about taking on an existing journal and providing new submission services. It emphasizes involving customers, raising awareness of funding needs, and collaborating across the university to maximize impact.
Since October 2015 Stockholm University Library has managed
their journal subscriptions without using a subscription agent.
Instead they renew directly with each publisher. During this
breakout session they will share their experience of doing it
themselves. What are the pros and cons of not using an agent?
Are there cost savings to be had? What about the working hours
spent? And what’s the difference between the first and the second time renewing without an agent?
This workshop will explore the skill sets for scholarly
communication including questions about future
requirements, the language we are using in this space and,
beyond skills, what type of people are suited to different
aspects of librarianship. Scholarly communication requires
people who are able to be flexible in their approach, rather
than ‘rule followers’, which may mean a fundamental shift
in the library workforce into the future. Working collectively,
the session will consider the implications for upskilling our
‘legacy’ workforce.
This document summarizes changes to the librarianship model at Maynooth University in Ireland. It discusses moving from a subject-based model to a more functional model where librarians have broader roles. A staff survey found that communication can be improved and faculty want librarians to provide more training, visits to departments, and help with digital skills and resources. The librarians' roles were restructured into teams focused on engagement, teaching and learning, and research support. The goal is to increase collaboration across the library and better promote services to faculty and students.
Marie O' Neill explores the expansion of DBS Library's research support services. She discusses key developments during this process including the production of a research development plan, the establishment of a research librarian post, the setting up of an institutional repository and the recent acquisition of Ebsco's Plumx software. The presentation also discusses the impetus, challenges and benefits of this expansion.
What value do your products or services deliver? The ability
to understand and clearly articulate Value Propositions (VPs)
is important to libraries, publishers and intermediaries. Don’t
mistake VPs for some catchy strap line or slogan. Value is
not just about the monetary value either. Think instead of a
compelling answer to: “Why should I use your services or
buy your product?”. Using examples from his work with a
variety of organisations, Ken will show how you can create
meaningful VPs.
A talk delivered by Paul Cavanagh and James Baker at the Anybook Oxford Libraries Conference 2015 - Adapting for the Future: Developing Our Professions and Services, 21st July 2015.
The document provides an update on Talis Aspire, a reading list and content management platform. It summarizes improvements and growth in 2015, including a 27-38% year-over-year growth in page views and server requests on reading lists. It outlines continuous improvements in security, performance, and developer investment. It also discusses upcoming focus areas like improving the user experience, supporting digital content and textbooks, and integrating with library systems.
Communications and context: strategies for onboarding new e-resources librari...NASIG
Presented by Bonnie Thornton.
This presentation details onboarding strategies institutions can utilize to help acclimate new e-resources librarians with an emphasis on strategies for effectively establishing and perpetuating communications with stakeholders.
Guide to Reference Essentials webinar presentation 05.15.2014jhennelly
The webinar provided an overview of the Guide to Reference and how it can be used for reference, collection development, and teaching. It introduced the editors of the mathematics section, John Meier and Annie Zeidman-Karpinski, who discussed how they work as a team to select entries and described challenges such as working with interdisciplinary topics. The webinar demonstrated features of the Guide and encouraged librarians to get involved by contributing notes, becoming editors, or subscribing their libraries.
Supporting Students: OER and Textbook Affordability Initiatives at a Mid-Size...NASIG
Presented by Jennifer L. Pate.
With support from the president and provost of the university, Collier Library adopted strategic purchasing initiatives, including database purchases to support specific courses as well as purchasing reserve copies of textbooks for high-enrollment, required classes. In addition, the scholarly communications librarian became a founding member of the OER workgroup on campus. This group’s mission is to direct efforts for increasing faculty awareness and adoption of OER. This presentation discusses the structure of the each of these programs from initial idea to implementation. Included will be discussions of assessment of faculty and student awareness, development of an OER grant program, starting a textbook purchasing program, promotion of efforts, funding, and future goals.
2010-11-08 Models for Open Course Materials (SETDA Leadership Summit)Nicole Allen
The document discusses models for open course materials as an alternative to traditional textbooks. It notes that textbooks are very expensive for students, costing on average $900 per year. Several models are proposed for open course materials including individual authors, consortia of institutions collaborating, charitable grants, government funding, and publishers selling ancillary materials. Open course materials could significantly reduce student costs while meeting curriculum needs in a customizable way.
1. The UNCG Libraries have pursued different models of collaborative entrepreneurship including Journal Finder, the Carolina Consortium, and NC DOCKS.
2. Journal Finder was created without entrepreneurial intent but became a revenue generating service for other libraries. The Carolina Consortium allows over 100 schools to jointly negotiate Big Deal packages, saving $230 million annually.
3. NC DOCKS provides a shared institutional repository platform for 5 UNC schools at a lower total cost than individual solutions. Entrepreneurship can extend services cost effectively while aligning with library missions.
1. The UNCG Libraries have pursued different models of collaborative entrepreneurship including Journal Finder, the Carolina Consortium, and NC DOCKS.
2. Journal Finder was created without entrepreneurial intent but became a revenue generating service for other libraries. The Carolina Consortium allows over 100 schools to jointly negotiate Big Deal packages, saving $230 million annually.
3. NC DOCKS provides a shared institutional repository platform for 5 UNC schools at a lower total cost than individual solutions. Entrepreneurship can extend services cost effectively while aligning with library missions.
This document discusses the transition of the Directory of Open Access Journals (DOAJ) from Lund University to a new non-profit organization called Infrastructure Services for Open Access (IS4OA). It outlines plans to improve DOAJ by introducing new functionality, extending journal coverage, monitoring compliance with criteria, and working more closely with publishers. Stricter criteria will address quality, openness, and transparency from publishers. Advisory boards will provide guidance. Funding will need to triple to support these plans through library contributions and potential publisher fees. The goal is for DOAJ to become the leading list for open access journals.
The document discusses the University of Manchester Library's implementation of a CRM system from Microsoft Dynamics. The CRM system was first rolled out to three areas including the library. For the library, the CRM system aims to improve relationship management, collaboration, analysis, customer intelligence, and other goals. The implementation process involved requirements gathering, change management, and training activities. Benefits of the CRM system for the library include more effective relationship management, enhanced profiling of academics, and better reporting capabilities. Future plans include expanding usage of the CRM system for additional library functions such as tracking billable time and analyzing service development trends.
This document discusses the importance of data gathering and analysis for libraries. It provides examples of the types of data libraries can collect, including circulation statistics, collection size and age, room bookings, and patron surveys. Collecting and analyzing both quantitative and qualitative data helps libraries measure their performance, identify gaps, and demonstrate their value. The document also provides case studies of libraries that effectively gather and report data, including through the use of infographics and benchmarking against standards.
Electronic Collection Management: How statistics can, and can't, help.Selena Killick
Presentation delivered at the ASLIB Engineering & Technology group and the Aerospace & Defence Librarians Group event titled: Surviving the recession: maximising your value. Held at Imperial College on the 15th of November 2011.
Devising New Collection Policies in Academic Libraries: Let's Be Smart!Charleston Conference
The University of Florida libraries are revising their outdated collection development policies to implement SMART collection policies that focus on strategic just-in-time collection building rather than traditional just-in-case purchasing. This will include modifying selection procedures, emphasizing shared collection projects, reallocating materials budgets, and targeting areas that support UF's strengths. The reasons for this change are that patron-driven acquisition plans have proven successful in purchasing books and e-books accessed through interlibrary loan, course reserves, and consortia-wide e-book purchasing. Additionally, analysis showed that a significant portion of print books purchased between 2007-2011 received few or no circulations, suggesting funds could be better spent. The goals of the new policies
This document discusses decision making for academic publishing and library services with limited budgets. It describes challenges like budget constraints, changing user expectations, and priorities. Solutions discussed include adapting spaces and processes, prioritizing electronic resources, and collaborative skills programs. The document also presents case studies about taking on an existing journal and providing new submission services. It emphasizes involving customers, raising awareness of funding needs, and collaborating across the university to maximize impact.
Since October 2015 Stockholm University Library has managed
their journal subscriptions without using a subscription agent.
Instead they renew directly with each publisher. During this
breakout session they will share their experience of doing it
themselves. What are the pros and cons of not using an agent?
Are there cost savings to be had? What about the working hours
spent? And what’s the difference between the first and the second time renewing without an agent?
This workshop will explore the skill sets for scholarly
communication including questions about future
requirements, the language we are using in this space and,
beyond skills, what type of people are suited to different
aspects of librarianship. Scholarly communication requires
people who are able to be flexible in their approach, rather
than ‘rule followers’, which may mean a fundamental shift
in the library workforce into the future. Working collectively,
the session will consider the implications for upskilling our
‘legacy’ workforce.
This document summarizes changes to the librarianship model at Maynooth University in Ireland. It discusses moving from a subject-based model to a more functional model where librarians have broader roles. A staff survey found that communication can be improved and faculty want librarians to provide more training, visits to departments, and help with digital skills and resources. The librarians' roles were restructured into teams focused on engagement, teaching and learning, and research support. The goal is to increase collaboration across the library and better promote services to faculty and students.
Marie O' Neill explores the expansion of DBS Library's research support services. She discusses key developments during this process including the production of a research development plan, the establishment of a research librarian post, the setting up of an institutional repository and the recent acquisition of Ebsco's Plumx software. The presentation also discusses the impetus, challenges and benefits of this expansion.
What value do your products or services deliver? The ability
to understand and clearly articulate Value Propositions (VPs)
is important to libraries, publishers and intermediaries. Don’t
mistake VPs for some catchy strap line or slogan. Value is
not just about the monetary value either. Think instead of a
compelling answer to: “Why should I use your services or
buy your product?”. Using examples from his work with a
variety of organisations, Ken will show how you can create
meaningful VPs.
A talk delivered by Paul Cavanagh and James Baker at the Anybook Oxford Libraries Conference 2015 - Adapting for the Future: Developing Our Professions and Services, 21st July 2015.
The document provides an update on Talis Aspire, a reading list and content management platform. It summarizes improvements and growth in 2015, including a 27-38% year-over-year growth in page views and server requests on reading lists. It outlines continuous improvements in security, performance, and developer investment. It also discusses upcoming focus areas like improving the user experience, supporting digital content and textbooks, and integrating with library systems.
Communications and context: strategies for onboarding new e-resources librari...NASIG
Presented by Bonnie Thornton.
This presentation details onboarding strategies institutions can utilize to help acclimate new e-resources librarians with an emphasis on strategies for effectively establishing and perpetuating communications with stakeholders.
Guide to Reference Essentials webinar presentation 05.15.2014jhennelly
The webinar provided an overview of the Guide to Reference and how it can be used for reference, collection development, and teaching. It introduced the editors of the mathematics section, John Meier and Annie Zeidman-Karpinski, who discussed how they work as a team to select entries and described challenges such as working with interdisciplinary topics. The webinar demonstrated features of the Guide and encouraged librarians to get involved by contributing notes, becoming editors, or subscribing their libraries.
Supporting Students: OER and Textbook Affordability Initiatives at a Mid-Size...NASIG
Presented by Jennifer L. Pate.
With support from the president and provost of the university, Collier Library adopted strategic purchasing initiatives, including database purchases to support specific courses as well as purchasing reserve copies of textbooks for high-enrollment, required classes. In addition, the scholarly communications librarian became a founding member of the OER workgroup on campus. This group’s mission is to direct efforts for increasing faculty awareness and adoption of OER. This presentation discusses the structure of the each of these programs from initial idea to implementation. Included will be discussions of assessment of faculty and student awareness, development of an OER grant program, starting a textbook purchasing program, promotion of efforts, funding, and future goals.
2010-11-08 Models for Open Course Materials (SETDA Leadership Summit)Nicole Allen
The document discusses models for open course materials as an alternative to traditional textbooks. It notes that textbooks are very expensive for students, costing on average $900 per year. Several models are proposed for open course materials including individual authors, consortia of institutions collaborating, charitable grants, government funding, and publishers selling ancillary materials. Open course materials could significantly reduce student costs while meeting curriculum needs in a customizable way.
2010-11-08 Models for Open Course Materials (SETDA Leadership Summit)
Similar to 2014 Nov: Earnestly Attempting to Roll with the Punches: The Impact of Publishers’ Short-Term Loan Rate Increases on Library Acquisition Options
1. The UNCG Libraries have pursued different models of collaborative entrepreneurship including Journal Finder, the Carolina Consortium, and NC DOCKS.
2. Journal Finder was created without entrepreneurial intent but became a revenue generating service for other libraries. The Carolina Consortium allows over 100 schools to jointly negotiate Big Deal packages, saving $230 million annually.
3. NC DOCKS provides a shared institutional repository platform for 5 UNC schools at a lower total cost than individual solutions. Entrepreneurship can extend services cost effectively while aligning with library missions.
1. The UNCG Libraries have pursued different models of collaborative entrepreneurship including Journal Finder, the Carolina Consortium, and NC DOCKS.
2. Journal Finder was created without entrepreneurial intent but became a revenue generating service for other libraries. The Carolina Consortium allows over 100 schools to jointly negotiate Big Deal packages, saving $230 million annually.
3. NC DOCKS provides a shared institutional repository platform for 5 UNC schools at a lower total cost than individual solutions. Entrepreneurship can extend services cost effectively while aligning with library missions.
Connecticut Library Association presentation (May 2012) - Wellesley College and the CTW Consortium's ebook PDA programs
Speakers:
Sarah Becker, Wellesley College
Elizabeth Hansen, Connecticut College
Lorraine Huddy, CTW Consortium
Rethinking Library Acquisition: Demand-Driven Purchasing for Scholarly BooksMichael Levine-Clark
This document discusses the development and implementation of demand-driven acquisition (DDA) models for scholarly books at university libraries. It provides data from the University of Denver showing high percentages of unused books purchased under traditional models. The document then outlines the University of Denver's DDA plan using YBP and EBL, including record loading, user requesting workflows, and assessment considerations. It closes by discussing implications of DDA for collections, users, libraries, publishing, and book vendors.
This document discusses demand-driven acquisition (DDA) models for scholarly books. It provides data from the University of Denver showing high percentages of unused books purchased between 2000-2009, particularly for university press titles. It then outlines the University of Denver's plans to implement a DDA program with YBP and EBL in 2010, including record loading, user request workflows, and assessment measures. Key considerations for implementing DDA programs are discussed. The impacts of DDA on academic publishing, book vendors, collections, and scholars are also addressed.
This document summarizes Lorraine Huddy's presentation on juggling collection practices amid changing publisher policies for demand-driven acquisition (DDA) and short-term loans (STL) of ebooks. It notes the student full-time equivalencies (FTE) at Connecticut College, Trinity College, and Wesleyan University. It then discusses the history of informal collection development between the schools, as well as current YBP profiling and GOBI purchasing. Several graphs show restrictions on DDA titles and rising costs. Huddy proposes a shared print approval plan to acquire frontlist university press titles across the three schools to broaden their collections while reducing workload and costs.
Developing a Demand-Driven Acquisitions Plan: A Library-Vendor CollaborationMichael Levine-Clark
This document summarizes a collaboration between Colorado State University and EBL to implement Shibboleth for patron-driven e-books. Shibboleth allows for single sign-on using institutional credentials, eliminating the need for separate usernames and passwords. CSU and EBL collaborated to be the first implementation of Shibboleth for EBL in the US. The project required clear goals, assigned responsibilities, communication, and responding quickly to testing to ensure success. The collaboration provided mutual benefits, with CSU and its users gaining simpler authentication and EBL gaining a new service to offer customers.
Connecticut Library Association presentation (May 2012) - Wellesley College and CTW Consortium (Connecticut College - Trinity College - Wesleyan University) on the libraries' ebook DDA/PDA programs
Speakers:
Sarah Becker, Wellesley College
Elizabeth Hansen, Connecticut College
Lorraine Huddy, CTW Consortium
Why Our Library Is Particpating In The Projectmilloca
The document discusses a library project to provide e-books to meet student and faculty needs. It outlines issues with availability and pricing of e-books from publishers. The project aims to license e-book collections in specific subject areas and evaluate their usage. Participating libraries will provide usage data and user feedback in exchange for free access to the e-books for two years. Two bids were selected to provide the e-books through aggregator platforms.
Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pa...Charleston Conference
The Orbis Cascade Alliance is a consortium of 37 academic libraries in Idaho, Oregon, and Washington that serves over 258,000 students. In 2010, the Alliance formed an ebook team to explore demand-driven acquisition of ebooks through YBP and EBL. The initial funding model was based on member dues but later changed to a formula based on FTE, materials budget, and an even split. Between 2011-2013, over 1,000 ebooks were purchased and over 18,000 titles were accessed over 265,000 times through short-term loans. The Alliance continues to work with publishers and YBP to adjust its model and grow the ebook collection while controlling costs in a steady-state fiscal environment
Variety is the Spice of Life: Differing Models of Entrepreneurship at the University of North Carolina at Greensboro Libraries
Tim Bucknall, University of North Carolina at Greensboro
In this session I will discuss and explore three very different successful entrepeneurial initiatives launched at UNCG. Journal Finder was the first link resolver to go into production in the U.S. and is currently used by 40 libraries in 6 states. It was recently sold to WT Cox, a serials subscription agency. The Carolina Consortium is a buying club of 130 libraries that save approximately $150 million per year through joint purchasing arrangements. NC DOCKS is a locally developed institutional repository shared among 5 universities. These collaborations are very, very different from one another, yet all are cost-effective and fiscally sustainable. This session will compare and contrast differing models of entrepeneurship within a library, as well as the mechanisms used for assessing their financial viability.
Tim Bucknall is the Assistant Dean, University Libraries at the University of North Carolina, Greensboro, and the Founder and Convener of the Carolina Consortia
Variety is the Spice of Life: Differing Models of Entrepreneurship at the University of North Carolina at Greensboro Libraries
Tim Bucknall, UNCG
Variety is the Spice of Life: Differing Models of Entrepreneurship at the University of North Carolina at Greensboro Libraries
Tim Bucknall, University of North Carolina at Greensboro
In this session I will discuss and explore three very different successful entrepeneurial initiatives launched at UNCG. Journal Finder was the first link resolver to go into production in the U.S. and is currently used by 40 libraries in 6 states. It was recently sold to WT Cox, a serials subscription agency. The Carolina Consortium is a buying club of 130 libraries that save approximately $150 million per year through joint purchasing arrangements. NC DOCKS is a locally developed institutional repository shared among 5 universities. These collaborations are very, very different from one another, yet all are cost-effective and fiscally sustainable. This session will compare and contrast differing models of entrepeneurship within a library, as well as the mechanisms used for assessing their financial viability. Download the presentation.
Tim Bucknall is the Assistant Dean, University Libraries at the University of North Carolina, Greensboro, and the Founder and Convener of the Carolina Consortia
Presented by Charles Hillen, Head of Acquisitions & Serials and Glenn Johnson-Grau, Head of Collection Development, Loyola Marymount University, Los Angeles, CA
The document summarizes a webinar presented by Greg Doyle on the Orbis Cascade Alliance Demand Driven Ebook Initiative. It discusses how the alliance of 37 academic libraries in the Pacific Northwest implemented a demand driven acquisition model with EBL to provide access to ebooks. Key points include how the model works, statistics on usage and spending from 2011-2013, and benefits and challenges of the model. The alliance has expanded the budget to $750,000 for fiscal year 2013 and hopes to increase access to more ebook titles.
The document discusses the University of Glasgow's experiments with demand-driven acquisition (DDA) models for ebooks. It implemented a small patron-driven acquisition trial through an ebook aggregator, spending a limited amount on about 1500 ebook titles over 4 months. Usage was high, with 10% of titles receiving 10 or more access and the average cost per used title being £55.96. Only 10% of titles saw no repeat use after initial purchase. The university is considering further DDA trials and evaluating different models to help build its ebook collection in a responsible way while supporting user needs.
Cornell, Columbia and our 2CUL partnership have proactively looked for innovative ways to manage emerging e-resources needs. 2CUL representatives will present a series of lively lightning talks on some our recent efforts including: PDA+, e-preferred reserves, renewal calendars, Pre-Ordering Online Form (POOF!), collections strategies, and interface management. With Boaz Nadav-Manes
Director, Acquisitions and Automated Technical Services & Jesse Koennecke, Head, Electronic Resources. Cornell Univesity.
This presentation discusses California State University Fullerton's transition to an e-preferred approval plan for acquiring monographs. They found that using a single e-book aggregator (EBL) resulted in some print books being received, usually because the e-book was not available on EBL. The top 8 publishers accounted for over 25% of print received. Expanding the plan to include additional e-book aggregators like EBSCO and ebrary could reduce print receives but may increase costs. Adding publisher platforms directly may have limited impact due to lack of DDA options and embargo periods. In total, using a single e-book aggregator had the largest impact on the number of print books received.
Making Open Access Book Funding Work Fairly
Opening the Future, CEU Press,
Emily Poznanski (Central European University Press)
4.10.2022 r - webinarium Platformy Otwartej Nauki organizowane we współpracy z Komisją ds. Wydawnictw Naukowych przy KRASP.
More information:
http://pon.edu.pl/aktualnosci/219-webinarium-na-temat-modeli-biznesowym-publikowania-otwartych-monografii
Similar to 2014 Nov: Earnestly Attempting to Roll with the Punches: The Impact of Publishers’ Short-Term Loan Rate Increases on Library Acquisition Options (20)
Collection analysis and retention commitments presentation -
Ruth Fischer, OCLC Sustainable Collection Service, Lorraine Huddy, CTW Consortium, and Matthew Revitt, University of Maine and EAST
Strong Collections, Controlled Costs: weathering the winter storm through col...The CTW Library Consortium
Can three libraries with different needs and goals successfully work together to build a strong shared collection and contain costs? This talk will highlight the practical aspects of how the CTW Consortium in Connecticut deployed a consortial print approval plan, complementary EBA ebook plans and a fulfillment network in order to save money while building a collection that meets patron needs. CTW, formed in 1987, is a consortium of Connecticut College, Trinity College and Wesleyan University. Each campus has a separate Alma catalog joined to the others through a shared fulfillment network, which allows users at each campus to request book delivery from the other two. Starting in November 2016, the consortium built on this successful service by implementing a shared print approval program that was modeled on a similar program at Colby, Bates and Bowdoin. Each school had its own reasons for sharing print purchases, including the desire to reduce duplication, save funds spent on print, move away from DDA, and lessen the workload of selectors. Since the implementation of the print approval plan, CTW’s institutions have made several big changes, including cancelling DDA programs (at two of the schools) and adding JSTOR and Project Muse EBA plans. For at least one school, the plan has been extremely helpful in making decisions about collection budget reductions. In this talk, speakers will share the current state of the approval plan, along with metrics gathered before and after plan implementation, such as circulation data, planned versus actual expenditures, collection duplication, patron perceptions and selector impressions of the plan. Speakers will also discuss the next steps for the program and grapple with some lingering questions, such as how far the consortium should go toward becoming a truly “shared collection,” and the implications this may hold for reserve services and collection growth.
The CTW Library Consortium, consisting of Connecticut College, Trinity College, and Wesleyan University, implemented a Demand-Driven Acquisitions (DDA) program in 2014 to provide access to ebooks. The program is managed through YBP and provides access to over 15,000 ebook titles through EBL. Each school has its own workflow for managing short-term loans and purchases. The program has faced challenges from rising short-term loan costs and changing publisher policies. Options for addressing these challenges include removing publishers, implementing mediation, or automatically purchasing titles after a certain number of loans. The consortium will conduct a review of the program in 2015 to evaluate the monographic needs not currently met and potential expansion
"Well, Of Course Students Will Love Them!" An Ethnographic Study of Undergra...The CTW Library Consortium
This study examined undergraduate students' use and perceptions of eBooks. Interviews revealed that while students could define eBooks, they had difficulties finding, accessing, and using them effectively. Platforms were not intuitive and students preferred print for long-form reading. They enjoyed searching within books but found other features confusing. Students hoped eBooks would become more tactile, collaborative, and have intuitive interfaces and offline access in the future. The study provided insights into how student and librarian perspectives on eBooks can differ.
To broaden the scope of their consortial collection and embrace new technological possibilities for acquiring ebooks, the CTW Library Consortium of Connecticut is piloting a patron-driven acquisitions model. Come to this Lively Lunch to learn about this project -- why it was implemented, the criteria used for making consortial decisions, and how this cooperative effort is working so far. Then take this opportunity to share your PDA
experiences with colleagues. Discuss what’s working well (or not!) and brainstorm how the model could be improved to make it a sustainable option for libraries’ long term collection development needs.
The document summarizes the findings of a study conducted by several Connecticut liberal arts college libraries on their undergraduate students' use and perceptions of eBooks. The study found that while students were generally familiar with the concept of eBooks, many struggled to effectively search for, access, and utilize the eBook platforms offered by their libraries. Students reported preferences for certain eBook features but also frustration with other aspects of the technology. They expressed a variety of wishes for how eBooks may be improved in the future. Overall, the study revealed gaps between students' theoretical understanding of eBooks and the realities of using the format.
The document summarizes a shared eBook pilot project between three university libraries - Connecticut College, Trinity College, and Wesleyan University. The project loaded over 6,000 eBook records into their discovery system and allowed patron-driven acquisition where titles were purchased based on user access. After one year, 462 titles were purchased based on multiple users and 550 titles were accessed once without being purchased. The summary provides an overview of the project's goals, implementation with a vendor, usage statistics, and plans to continue consolidating workflows and allowing more short-term loans before purchase.
ACRL 2011 Workshop: Collaborative Collection Development + Patron Driven Acquisitions = A Win-Win for Libraries and Patrons.
Presented by the CTW Library Consortium:
Beth Hansen, Connecticut College
Doris Kammradt, Trinity College
Andrew Klein, Wesleyan University
Pat Tully, Wesleyan University
Steve Bischof, Five Colleges Consortium
Lorri Huddy, CTW Library Consortium
Subtitle: Consortial PDA and Other Collection Development Adventures of the CTW Library Consortium
Speakers:
Elizabeth Hansen, Connecticut College
Patricia Tully, Wesleyan University
Lorraine Huddy, CTW Consortium
2. Lorraine Huddy, CTW Librarian for Collaborative Projects
Connecticut-Trinity-Wesleyan (CTW)
Susan MacArthur, Electronic Resources Librarian
Bates College/ Colby-Bates-Bowdoin (CBB)
Mike Persick, Head of Acquisitions & Serials
Haverford College/ Tri-College Consortium
Pamela Skinner, Head of Collection Development
Smith College/ The Five Colleges Consortium
3. To have an open conversation about the DDA
model and STL increases
To provide the library perspective:
◦ Why the DDA/STL model was chosen
◦ How it benefits our libraries
◦ The reaction to and impact of STL fee increases
To gain publishers’ perspectives on STL fees
To discuss the short & long term impact;
assuring the DDA/STL models remain an option
4. Recaps of our four DDA/STL programs
Questions for the Audience
Group Discussion
5. - Steve Smith and Ido Peled
From the abstract for their Charleston
Conference Poster Session entitled:
Evidence-Based Collection Development.
(Thursday, November 6th at 6 pm)
6.
7. Connecticut College
FTE: ~1875
Trinity College
FTE: ~2200
Wesleyan University
FTE: ~3000
• History of in/formal collection development
• Shared ILS and eResource purchases
• YBP Profiling for New Title Notifications
o No YBP Auto-Ship Approval Plans
o Softcover Preferred
8. Assessment of Library within Institution
Budget & Staffing Issues
Research & Teaching more Multi-Disciplinary
Collection Development >> Collection Services
Unique Content vs. Format Preferences
Vying Expenditures: Monographs vs.
Serials & eResources
9. Monographic Budgets are 41% below
pre-2009 levels and remain relatively flat
Result: more protective of book funds
Prefer buying what students and faculty
actually use vs. what they might use.
10.
11. “…Most academic publishers are witnessing
declines in sales per title.
To offset this loss and protect their financial
strength, many are publishing more titles and
raising their list prices…
eBook pricing in the academic library market
is closely linked to print book pricing…”
12. Price Margin: E vs. P
FY2012: eBooks 16% over Cloth
FY2013: eBooks 28% over Cloth
FY2014: eBooks 30% over Cloth
13. Journals and eResources demand a larger
and larger share of our Acquisition Budgets
Outcome: Flat budgets = Re-Allocations
Shifting funds from Monographs
to help pay for Serials & eResources
“Robbing Peter to pay Paul”
14.
15. Positions subject to review & defense process
Staff vacancies or changes
= more responsibilities
Outcome: Shrinking staffs amid rising
expectations = more to do, less time overall
16.
17. January 2010 – June 2014
Collection: ~6,500 titles; $150 price cap
Deletions: price increases, publisher
withdrawals, overlap w/ ebrary ACC
No STLs >> Purchases on 2nd CTW use
Share access & purchase of a single CTW copy
2014: Publishers put an end to shared purchases
18. Sept 2012 – Feb 2014: Manual DDA
Mar 2014 – Current: Automated DDA
Collection: 13,000+ titles; $200 price cap
Deletions: publisher withdrawals, overlap w/
EBSCO and ebrary
Shared Pool of Titles >> Individual Purchases
Individual LibCentral accounts & STL settings
20. University Press
Former
1-day STL
New
1-day STL
%
Change
Former
7-day STL
New
7-day STL
%
Change
Cambridge University Press 15% 30% 100% 20% 60% 200%
Fordham University Press 10% 20% 100% 15% 30% 100%
Louisiana State Univ Press 15% 30% 100% 20% 40% 100%
Oxford University Press 15% 25% 67% 20% 40% 100%
New York University Press 5% 25% 400% 10% 45% 350%
University Press of Colorado 5% 20% 300% 10% 30% 200%
University Press of Kentucky 5% 25% 400% 10% 50% 400%
UP Average STL Fees 10% 25% 150% 15% 42% 180%
EBL Customers may access the complete list on LibCentral’s homepage.
21. Mediation OK (in testing phase)
Cambridge removed from DDA profile
Alerts for ALL STLs
New Caps on STLs: by Price or % List Price
STL Loans offered: One Day and One Week
Limit on # Loans per Week: 10 per Patron
New Auto-Purchase Price Cap
Reinforced decision to de-duplicate against
ebook subscriptions
22. To regain sales and retain the monograph’s
rightful place in more library collections:
◦ E vs. P pricing must be reasonable and stable
◦ Assess all your pricing practices: could they be
negatively impacting your book sales?
To take advantage of the long tail of DDA/STL
revenue streams:
◦ Lower STL fees will encourage libraries to cast a
wider content net and decrease de-duplication
efforts.
24. Ladd Library
Bates College
Miller Library,
Colby College
Hawthorne-
Longfellow
Library
Bowdoin
College
Shared Collections: Book Approval
Plan, Ebook Collections, and
Numerous Databases
Approximately 6000 users
25. One-time Purchases
(Mostly Books)
Ongoing
Expenditures
35%
65%
Why DDA?
Book budget holding steady at this point (chart for Bates)
We have a number of ongoing publisher plans which expand our
approval plan.
We still wanted to explore DDA possibilities and realize some savings.
26. YBP / ebrary plan begins August 2013
48 Trade Publishers, No University Presses
Price Cap of $125
DDA profile parameters same as CBB Approval plan;
Selectors may add titles to DDA pool
DDA titles held maximum of 8 weeks for e-book to
become available.
Discovery record produced and loaded into CBB
catalog.
If e-book is not available within 8 weeks, print copy
sent.
27. Initially, opted to use STLs for e-preferred titles
4th use would trigger a purchase
Point of order MARC record is then created
Invoice is generated on DDA invoicing account
Invoice covers the MARC record and purchase
Deducted from CBB’s Deposit Account
28. Review of data after a year, notice STL Fees have
increased
Very few STLs and Purchases, but fee increases raise
concerns
Current pool of DDA titles: only ~226 titles
◦ 8 weeks too short for e-book availability?
Some major publishers don’t offer DDA/STL on new
titles so CBB has received more print than expected.
◦ e-preferred “DDA” is costing more than anticipated
29. STL costs (on top of price) are a concern.
We consider even one use significant for our
approval universe (August 2014).
We decided to remove short term loans and
explore the use of Auto Purchase.
We are now receiving more e-books from
publishers with no short term loans.
Ongoing evaluation as we get more data.
30. Content needs across CBB are very similar
ACLS Humanities
Cambridge Histories and Cambridge Companions
Ebrary
eDuke Books
Harvard University Press (current titles)
Loeb Classical Library
Oxford Handbooks and Oxford Scholarship Online
Springer ebooks
University Press Scholarship Online (UPSO),
(ex.) Florida Scholarship, Fordham Scholarship
31. No plans for significant expansion, but plan to
add one new publisher to DDA plan soon.
CBB will continue to evaluate platforms - expect
few/no DRMs, good discoverability, and favorable
consortial pricing.
Continue to expand with new packages, balanced
with appropriate single title print and e-book
purchases.
34. Unique degree of cooperative decision
making
Avoid unnecessary/undesired duplication
Done jointly since 2004
(BMC & HC since 1972)
Working to engender that level of cooperation
with DDA plan & e-books in general
35. Shared catalog
Want to provide equivalent access for most
e-resources
Users tend to prefer print to e-book for
academic use
2014 Student and Faculty Ebook Survey
Budgets differ, but relatively healthy
36. Begun in 2011
Large pool, no limitation by subject matter
Much duplication of print holdings; no
attempt to prevent
STL/purchase of titles already owned in print
Tweaked this fall
Now only duplicate print holdings deliberately
37. To offer broadly, beyond core subjects
Peripheral or supplemental to print collection
Want access to be simple & instant
◦ No mediation
Chose EBL because STL model was so
appealing
Didn’t have to make a lot of purchases after
only minimal use
◦ Purchase upon 9th paid use
38. Agnostic about changes
Don’t see as “unreasonable”
Don’t feel need to change pubs’ minds
Need to deal with the situation responsibly
Avoid spending too much on peripheral
materials
39. Initially, $40 max on STL
Shifted profiling to YBP – can’t limit profile by
STL cost
$200 list price limit
◦ At 20% STL cost, would mirror $40 STL limit
Retain titles with use for 1 year
Separate YBP profile for pubs over 20%?
Limit STL via EBL LibCentral?
40. Limit DDA pool to less expensive titles,
control STL & purchase expenses
Allow deliberate access to expensive books
too
43. Student FTE: > 36,000 total
AC: 1,785
HC: 1,400
MH: 2,183
SC: 2,689 (plus 400 in grad School for Social Work)
UM: 28,140 (22,000 undergrad; 6,140 grad)
Long tradition of cooperation, including shared ILS
YBP print approval plans at MH & SC
Added copy policy for print
44. Late to the DDA party! Run a pilot to assess use/appeal
Budgets NOT a motivator
Circulation data: 40% of print books purchased in recent
years never circulate
Pilot offered a huge array of titles
24 x 7 access
Distance Ed programs (UMass)
Long field placements for social work students (Smith)
Desire to totally automate workflow and avoid mediation
45. 138,000 titles (new titles loaded weekly)
Imprint date: 2005+
All EBL titles handled on YBP approval (any plan)
All publishers
Max price: $250/title
De-duped against ebrary Academic Complete
Not de-duped against print
~70% of our auto-purchases are available in print in FC
5th Short-Term Loan (STL) triggers purchase
46. Wildly popular!
Expended 2/3 of our $220,000 STL pool within the first
six months
See the Five Colleges dashboard site for the full picture
Or, come to:
“Data Analysis from Consortial DDA Programs”
Friday, Nov. 7 @ 3:15-4:00 PM
Courtyard Marriott, Ashley Room
47. Selected publishers announce increases to their Short-
Term Loan rates
New STL rates typically double (old STL rates ran 10%-
25% of list)
Five College EBL use becomes unsustainable under the
new rates
48.
49. Removed all EBL titles > $100
79,555 titles removed
66,550 titles remain
Kept auto-purchased/firm-ordered titles >$100
$100 price cap applies to new titles added
Reduced STL from 7 days to 1 day (add’l 5% savings)
75% of our users don’t access loaned book for a 2nd
day
Did not target specific publishers, but . . .
51. Keep criteria for inclusion/exclusion clear for selectors
Avoid all mediation between users & titles
Chose not to set maximum STL percentage in
LibCentral, since less clear for selectors
52. EBL DDA pool:
Access to a huge array of titles that FC had not purchased
initially & would not now
Users become selectors
Recent FC experience with EBL firm orders & reserve lists
$18,119,413: Total list price of eBooks in pool, pre-purge
$ 3,575,384: Total list price of eBooks in pool, post-purge
Long tail of revenue: $$$ for publishers from use of titles
we had already purchased in print – and for items we’d
never purchase in print
53. Researchers want immediate answers from vast
resources
Libraries must be able to offer enough titles – print &
online - that the book remains a viable scholarly
resource
An economic model that enables libraries to offer
more—not fewer– books is critical
Reasonably priced access model = The best hope for
books as an academic tool
What can we do to make this happen?
54.
55. What do you consider to be reasonable STL
fees?
o For 1 day; 7 days; 14 days; 28 days?
o How did you determine these?
If STL fees were lowered, what would
be your response?
o What changes would you make to your DDA
program?
56. ◦ What was taken into consideration when
you determined your new STL rates?
◦ How were rate increases justified within
your company? ...to your customers?
◦ What did you expect to happen in
response to the rate hikes?
57. What would be the “perfect DDA/STL program”?
How would it work
...for libraries?
...for aggregators?
...for vendors?
...for publishers?
58. ◦ Would an embargo period on new* ebook
titles be acceptable?
- no DDA/STLs until the embargo ends?
◦ How long an embargo period would be
acceptable?
* “new” refers to newly published titles; not older
titles now available as ebooks
59. What else might assure that DDA/STL remains
an acquisition option?
What expectations or practices should change
to assure a long term/sustainable outcome?
What measures might be taken that will have a
positive impact?
60. Lorraine Huddy (CTW) lhuddy@wesleyan.edu
Susan MacArthur (CBB) smacarth@bates.edu
Mike Persick (Tri-Colleges) mpersick@haverford.edu
Pamela Skinner (Five Colleges) pskinner@smith.edu
Editor's Notes
I saw this in the Conference program and thought YES!
CD is a new animal – one we’re hard pressed to name, much less describe!
Steve and Ido continue:
“ Our collections have effectively moved from separately managed print and electronic models to a blend of the two, including digital content, open access content, PDA/DDA programs, and varying acquisitions models. “
Collection development is constantly evolving, but it’s been doing so more quickly over the past decade…
When we think of CD: are we thinking of past practices or current realities??
Are we struggling to put the round peg in a square hole?
CTW’s combined FTE is ~ 7000 undergraduate students;
Trinity and Wesleyan’s Graduate programs - account for ~450 FTE
History of shared collection development –
Selectors use GOBItween to see what colleagues have purchased and avoid duplication if possible.
The libraries have shared an ILS since the mid-80s;
When a resource is of interest to everyone, we try to negotiate consortial pricing with the vendor.
The libraries experimented with YBP auto-ship plans but canceled them Wesleyan: has an Art Title auto-ship/ approval plan with Worldwide; annual allocation = approx. $12K
In essence, our DDA program is our auto-ship plan – it guarantees students & faculty will have access to titles that weren’t firm-ordered.
This list represents why DDA and STLs are important to the CTW consortium.
Some are also being experienced by the my co-presenters’ institutions/consortia, but some are unique to CTW.
In the next few slides, I’ll cover some Realities and Considerations for the CTW libraries
– these should provide some context for each of these
Flat budgets are compounded by an emphasis on Assessment.
Administrations are focusing on how well the libraries help to fulfill the institutional mission
Looking at how well we’re doing in providing services & resources that fit the educational needs of student and faculty
AND our judicious use of $$
This also ties to Collection Development vs. Collection Services:
We’re changing our traditional collection development practices.
Shifting to “just in time” ACCESS vs. “Just in Case” purchases
(Not only for books but for journal articles too)
Budgets: Despite steady tuition increases, the libraries’ monographic budgets have not increased accordingly.
Overall, our budgets are 41% lower than in AY 2008
More stable but lower budgets now prevail
More Titles = more difficult to decide WHICH titles to buy
Higher Prices = fewer titles can be bought with flat budgets
These actions practically force CTW to expand its DDA program in order to offer access to more monographs.
Rising prices over time are expected, it’s the margin between ebooks and print prices that’s unwelcome news.
Double Bind: ebooks are more costly (even before STLs)
Users transitioning to E but many still prefer P
Many want titles in both formats:
– E for searching capabilities and ease of determining relevance
- But if relevant, some request print copy (despite e-availability)
How much of the book is needed, may be closely tied to format preference
But we cannot afford all titles both ways!
The desire to fulfill user preferences collides with the desire to provide UNIQUE content.
Rising price of E vs P may mean opting for P (softcover?)
Monographs vs. Serials & eResources Expenditures:
There’s only so much money to go around.
Database and journal prices continue to climb – roughly 3-5% per year, although sometimes more.
More books are being published;
Prices are increasing –
And ebook prices are even higher
And it seems publishers plan to keep on doing all the above.
The continuous, rising costs of Serials & eResources,
-- demand an ever growing slice of CTW’s acquisition pie.
The slice for Books has decreased by 12% since FY 2008
CTW’s Monographic Budgets have dropped 41% overall –
Not only due to budget cuts,
but also to re-allocations to help pay for Serials & eResources
Recent discussions with journal vendors indicate they expect journal prices to continue rising at a minimum of 3% per year.
Are pricing practices discussed across the divisions of a publishing house? What’s the potential impact on the entire company?
In CTW’s case – flat budgets = cut backs or cancellations
Staffing Issues:
Positions are not automatically refilled
They may be assessed and re-purposed
for organizational needs
or changes in workflows and services.
The administration may require the library defend the need for a specific position too…
(some are not re-filled at all due to budget issues)
This represents one library’s selection activities, but it’s happening in all 3 libraries.
Overall selection is down because Selectors have MANY responsibilities
Primary responsibilities are closely tied to assessment of the library:
How does the library help assure students’ educational success?
By offering services aimed at helping students do well academically!
-- co-teach with faculty / instruct library classes;
-- offer one-on-one and small group research sessions
At this institution, Individual Research Sessions tripled over 4 years
FY 2011: 10 librarians held 500 Sessions = 50 sessions per librarian
FY 2014: 8 librarians held 1,500 Sessions = ~185 sessions per librarian
Also: Resources wanted for assignments and teaching are more diverse and multi-disciplinary. Students are given more freedom to choose topics and sources
MUCH more difficult to choose titles that “fit” curriculum /research needs
ANSWER: Offer access to a bigger and broader collection that’s more likely to include what is needed.
Our first DDA program w/ MyiLibrary lasted 4 ½ years
Successful:
Profiling was very good - provided very appropriate titles that the libraries would have purchased outright if they could.
Shared purchases: avg. price of $95 (split 3 ways)
Unsuccessful:
Not integrated with GOBI selection activities
Many purchases triggered due to “browses” without significant activity
Outcomes:
Taught us the value of a well-profiled DDA program
Titles used once balanced out the insignificant usage that triggered purchases (1-2 page views, no other activity).
May be preferable to pay for ANY significant use vs. buying titles “accidentally” opened twice
FYI: usage stats showed that 2/3 of titles were used on a single campus.
Very disappointed when Publishers stopped allowing shared purchases.
We started a new DDA program for several reasons:
Try the STL model: decrease likelihood that we’d purchase titles with insignificant use (one page views)
Integration with YBP/GOBI
Allowed selectors add titles of their choosing to the DDA pool.
After a year, only 2000 titles had been added by selectors, we opted to try YBP’s automation and DDA profile.
This was a good move in terms of the collection size and overall quality of titles being offering.
We’ve triggered a few gasp-worthy STL fees
$94.50 for a 7 day loan vs. same title $19 - only 2 months before
But NO complaints about average STL fees
from Sept 2012 – May 2014: $13.88 for a 7 day loan
But things have changed…
Since June 2014, 25 publishers have increased their STL fees –
Instead of paying on average, $14 for a 7 day loan,
We’re now paying on average $19
- and most loans are for one day
To reduce the impact of the fee increases:
Mediation: don’t want to , but want recourse from individual high STLs
High STLs is why we stopped getting NEW titles from Cambridge.
STLs cost: $37.50 for a one day / $75 for a one week ($125 title)
~1400 CUP titles so fees could add up quickly.
Very few mediations so far - ~12?
Library can approve STL or purchase the title outright
(ebook or print -= which has happened a few times already)
Alerts on all STLs to immediately see charges and opt to bypass additional STLs.
New Caps on STLs: by Price or % List Price- -
CC: 35% TC: $40 WU: $50
New Auto-Purchase Price Cap is $200: same as DDA Profile Price Cap
– identify titles whose price increased since added to the DDA pool
And lastly, it’s more work – that we don’t need - but higher fees have reinforced our de-duplication efforts.
For sustainability:
Encourage libraries to offer / purchase more titles, don’t price eBooks higher than Print
Users are still in transition - and many librarians prefer print
-- high ebook prices will discourage “E” acquisitions
Constantly increasing ebook prices wreak havoc
with budgets and confidence in publishers & their practices
- expect auto-purchases to be $200 and title is now $530!
Consider the Long Term:
You will recoup revenue via STL fees and auto-purchases
- CTW has paid on average 180% price of ebook for auto-purchases
STL fees should be aligned with the length of loan,
-- what’s being done with the material
Lower STL fees:
-- could add more content/publishers without fear of overspending DDA budgets
-- De-duplication less justifiable in terms of savings and staff time
Colby: students
Bates: 1760 students
Bowdoin: students
When Profiling for entire approval plan runs against 700 publishers