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From DBA to EBA: A Five-year Story from a Consortium Shared E-Book Collection Program (2016)

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From	DDA	to	EBA		
	
A	Five-year	Story	from	a	
Consor6um	Shared	E-Book	
Collec6on	Program	
	
	
2016	
Kristi DeShazo
Oregon Health & Science
University
Kathi Carlisle Fountain
Orbis Cascade Alliance
Jim Huenniger
Wiley
39	academic	libraries	in	ID,	OR,	&	WA	
•  7	community	colleges	
•  17	private	4-year	colleges	
•  14	public	4-year	colleges	(lg	&	sm)	
•  1	health	sciences	insFtuFon	
•  Total	FTE:	270,000	
•  Funded	by	membership	dues	
The	Orbis	Cascade	Alliance
E-books	@	the	Alliance	
Models	
Demand	Driven	Acq	(DDA)	-	Phases	1,	2,	3	
•  July	2011	-	present	
•  EBL	as	book	vendor	
•  YBP	as	profiler	
Subscrip<on	Package	-	Phases	2,	3	
•  September	2014	-	present	
•  Ebrary	Academic	Complete	
Evidence-based	Acq	(EBA)	-	Phase	3	
•  May	2016	–	present	
•  Wiley	
Budget	
•  FY	2012	-	$462K	
•  FY	2013	-	$750K	
•  FY	2014	-	$1M	
•  FY	2015	-	$1M	
•  FY	2016	-	$1M	
•  FY	2017	-	$1M
Key	Data	about	Alliance	E-books	
•  Most used publishers:
-  Wiley
-  Taylor and Francis
-  Cambridge University Press
-  Oxford University Press
-  University of California
Cost per Use: DDA in FY12-FY16
Year
Cost per
Owned Use
Cost per All
Uses
FY2012 $9.55 $4.93
FY2013 $5.13 $4.18
FY2014 $5.83 $4.64
FY2015 $2.31 $4.24
FY2016 $3.63 $4.31H, P, R, T
½ of all
DDA use
B, D, H,
K, L, T
Used by all
Key	Challenges	in	FY2015
• Short Term Loans • High Access Costs
Title Pool FluctuationFront List Embargoes
Back	to	the	beginning	-	project	goals	
●  Build a broadly useful collection
●  Diversify publisher list
●  Improve cost stability and predictability
●  Improve percentage of budget devoted to
purchase
●  Reduce barriers to access (e.g., DRM-free
content, ADA compliance, easy to use interface)
●  Minimize impact of fluctuating title pool
Image source: http://tinyurl.com/hpzz9jh

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From DBA to EBA: A Five-year Story from a Consortium Shared E-Book Collection Program (2016)

  • 1. From DDA to EBA A Five-year Story from a Consor6um Shared E-Book Collec6on Program 2016 Kristi DeShazo Oregon Health & Science University Kathi Carlisle Fountain Orbis Cascade Alliance Jim Huenniger Wiley
  • 2. 39 academic libraries in ID, OR, & WA •  7 community colleges •  17 private 4-year colleges •  14 public 4-year colleges (lg & sm) •  1 health sciences insFtuFon •  Total FTE: 270,000 •  Funded by membership dues The Orbis Cascade Alliance
  • 3. E-books @ the Alliance Models Demand Driven Acq (DDA) - Phases 1, 2, 3 •  July 2011 - present •  EBL as book vendor •  YBP as profiler Subscrip<on Package - Phases 2, 3 •  September 2014 - present •  Ebrary Academic Complete Evidence-based Acq (EBA) - Phase 3 •  May 2016 – present •  Wiley Budget •  FY 2012 - $462K •  FY 2013 - $750K •  FY 2014 - $1M •  FY 2015 - $1M •  FY 2016 - $1M •  FY 2017 - $1M
  • 4. Key Data about Alliance E-books •  Most used publishers: -  Wiley -  Taylor and Francis -  Cambridge University Press -  Oxford University Press -  University of California Cost per Use: DDA in FY12-FY16 Year Cost per Owned Use Cost per All Uses FY2012 $9.55 $4.93 FY2013 $5.13 $4.18 FY2014 $5.83 $4.64 FY2015 $2.31 $4.24 FY2016 $3.63 $4.31H, P, R, T ½ of all DDA use B, D, H, K, L, T Used by all
  • 5. Key Challenges in FY2015 • Short Term Loans • High Access Costs Title Pool FluctuationFront List Embargoes
  • 6. Back to the beginning - project goals ●  Build a broadly useful collection ●  Diversify publisher list ●  Improve cost stability and predictability ●  Improve percentage of budget devoted to purchase ●  Reduce barriers to access (e.g., DRM-free content, ADA compliance, easy to use interface) ●  Minimize impact of fluctuating title pool Image source: http://tinyurl.com/hpzz9jh
  • 7. Review ●  Rubric of 20 desired facets / criteria ●  Proposals solicited from publishers identified in survey of consortia ●  Needed more feedback – Open Call Image source: http://tinyurl.com/jvczzfa
  • 8. Tell me what you want . . . ●  Goals reminder ●  Assumptions or limitations of changes ●  What is EBA ●  Options ●  Discuss
  • 9. Usage Based Collection Management (UBCM) Model
  • 10. Usage-Based Collection Management An evidence-based acquisition approach, without automatic purchase triggers ü  Discoverability ü  Affordability ü  Stability ü  Control Patrons act, You decide
  • 11. Deposit an upfront fee for access to 19,000+ online books across a diverse span of subject areas. Access Wiley’s full Online Books catalogue including all Frontfile books, for 12 month discovery/access period. Users have access to DRM-free chapter downloads to keep/ save. Unlimited concurrent user access, with 24/7 accessibility. At the end of the discovery period, evaluate title level / subject focused usage statistics to help guide the book selections for purchase equal to the upfront fee. Perpetual access rights to selected / “owned” titles. How does it work?
  • 12. Why is it Unique? ü  Allows library to present larger set of titles for discovery than would otherwise be possible. ü  Subject-focused collections available to accommodate all budget ranges. ü  Searchable via discovery platforms, with MARC records supplied to your institution’s library to make discoverability even more efficient. ü  Informs and empowers the Librarian’ title selection process. ü  Librarians determine purchases based on patron activity. No title is automatically triggered for purchase. No Automatic Triggers
  • 13. Setting up UBCM for Success Easy to navigate quarterly dashboard reporting enables better usage contextualization Monthly updates Customized marketing materials to help promote your resources.
  • 14. Why Wiley? •  Low-risk for experiment •  History of consistent use •  Fixed cost •  Lots of titles! E-Book User Sessions by Publisher: Top 5 in FY16 EBL DDA ebrary's Academic Complete Publisher Total Publisher Total Wiley 75,869 Wiley 46,705 Taylor & Francis 45,234 Oxford UP 28,270 Oxford UP 18,761 Taylor & Francis 21,209 Cambridge UP 15,824 U of California Press 19,469 U of California Press 7,064 U of Minnesota Press 7,899 McFarland & Co. 3,452 Cambridge UP 7,579
  • 15. Early indicators January February March April May June July August Septembe r October November December 2015 740 850 1196 1965 1122 554 618 586 843 872 1116 756 2016 1270 1175 1143 1521 7999 9373 9654 12184 26674 0 5000 10000 15000 20000 25000 30000 Full Text Downloads Month Alliance Usage by Month by Year •  Note: Metrics in this report reflect full text downloads from Wiley Online Library for UBCM Period To Date
  • 16. Early indicators January February March April May June July August Septembe r October November December 2015 26 30 73 115 24 48 41 60 104 61 73 26 2016 48 44 84 32 228 226 496 432 1135 0 200 400 600 800 1000 1200 Full Text Downloads Month OHSU Usage by Month by Year Note: Metrics in this report reflect full text downloads from Wiley Online Library for UBCM Period To Date
  • 17. Early indicators 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 Engineering Life Sciences Humanities Chemistry Math & Stat Social Sciences Health Sciences Business Veterinary Medicine Popular Interest Physics Alliance Total Full Text Downloads - UBCM Period - By Subject Collection