The NISO DDA Working Group: Toward Best Practices for Demand-Driven Acquisition of Monographs
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Speaker: Michael Levine-Clark, Associate Dean for Scholarly Communication and Collections Services, Penrose Library, University of Denver The co-chair of the newly-formed NISO working group for Best Practices for Demand-Driven Acquisition (DDA) of Monographs will report on the group's progress so far and its plans for the coming year. The group will be examining business models and technical issues relating to DDA implementation, and will welcome feedback throughout the year.
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The NISO DDA Working Group: Toward Best Practices for Demand-Driven Acquisition of Monographs
- 1. Recommended Practices for Demand-Driven Acquisition of Monographs NISO Forum: The E-Book Renaissance, Part II: Challenges and Opportunities October 18, 2012 Boston Michael Levine-Clark, University of Denver michael.levine-clark@du.edu
- 2. Definitions Patron-Driven Acquisition (PDA) Acquisition of library materials based on direct or indirect patron input, including faculty requests and analysis of collection usage Demand-Driven Acquisition (DDA) Acquisition of library materials based on patron selection at the point of need.
- 3. Why DDA? Rebalance collection from possible use toward immediate need Make many more titles available to users A broader, deeper collection Spend same amount for greater access or less for same access
- 4. Why Do We Need Best Practices? Management of the “consideration pool” – the titles available for purchase or lease Rules for: Adding titles Keeping unowned titles available Removing titles Managing records
- 5. A New Way of Thinking About Acquisition An evolution from getting books into the collection To Long-term management of discovery tools that allow for demand-driven access to monographs
- 6. A Disruption to the Entire Publishing Supply Chain Uncertainty for scholarly publishers New role for approval vendors From booksellers to service providers Changing role for academic libraries Stewardship vs access Potentially similar issues for public libraries, trade publishers
- 7. Components of DDA Free discovery of content Set amount of time in the entire book Set number of pages Front and back matter Temporary lease Purchase Tools and strategies for automated management of the consideration pool
- 8. Goals Develop a flexible model for DDA that works for publishers, vendors, aggregators, and libraries. Allow for DDA plans that Meet local budget and collection needs Allow for consortial participation Allow for cross-aggregator implementation Account for how DDA impacts all functional areas of the library
- 9. Deliverables Recommendations for Managing and populating the consideration pool Developing consistent models for Free discovery Temporary lease Purchase
- 10. Deliverables Recommendations for Methods for managing multiple formats (p&e) Ways to incorporate print-on-demand (POD) Development of tools and strategies to measure use Implementation at the local and consortial levels Providing long-term access to unowned e-book content
- 11. Timeline Appointment of working group Aug 2012 Approval of charge, initial work Oct 2012 plan Completion of information gathering June 2013 Completion of initial draft Aug 2013 Gathering of public comments Sept 2013 Completion of final draft Dec 2013
- 12. The Committee Co-Chairs Barbara Kawecki, YBP Library Services Michael Levine-Clark, University of Denver Liaison from Business Information Committee Norm Medeiros, Haverford College
- 13. The Committee Librarians Stephen Bosch, University of Arizona Karin Byström, Uppsala University Rochelle Logan, Douglas County Libraries Lisa Mackinder, UC Irvine Jason Price, Claremont Colleges
- 14. The Committee Publishers Lenny Allen, Oxford University Press Lorraine Keelan, Palgrave Macmillan Lisa Nachtigall, Wiley Cory Polonetsky, Elsevier
- 15. The Committee Vendors Scott Bourns, JSTOR Terry Ehling, Project Muse Kari Paulson, EBL Dana Sharvit, Ex Libris David Whitehair, OCLC
- 16. Subcommittees Technical Issues Profiling Identifying titles for inclusion Identify tiles for removal Loading/updating/removing records Automated notification about changed availability of titles Managing order process, queuing for acquisitions
- 17. Subcommittees Technical Issues (continued) Managing e/p duplication Managing authentication POD as an option Consortial models if they differ from local models Long-term availability of content Guarantees of availability of un-owned titles Preservation solutions
- 18. Subcommittees Access Models Free discovery Temporary access Purchase Implications for publishers Consortial models if they differ from local Long-term availability of content Guarantees of availability of un-owned content Financial implications
- 19. Subcommittees Metrics Cross-aggregator Local vs. consortial Development of spending predictions based on usage Analyses of referral sources