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ADDING PDA FOR PRINT?
Consider Your Options for Implementation
Teri Koch – Head, Collection Development, Drake University
Andrew Welch – Librarian for Discovery Services & Technology,
Drake University
Lisa McDonald – Account Manager, Ingram-Coutts
AGENDA
1.

SET UP QUESTIONS & DECISIONS

2.

DRAKE UNIVERSITY BACKGROUND

3.

4.

IMPLEMENTATION – PILOT
DEVELOPMENT (OVERVIEW)
IMPLEMENTATION – TECHNICAL
CONSIDERATIONS

5.

PROJECT EXPERIENCE/RESULTS

6.

PROJECT METRICS

7.

FUTURE CONSIDERATIONS
SET UP QUESTIONS AND DECISIONS
Why Print PDA?
 Which areas should be moved to PDA?
 How long does it take to receive a book? Will it take
―too long?‖ How can we set reasonable
expectations?
 What will it look like in our OPAC?
 Will this add work for our patrons and library staff?

SET UP QUESTIONS AND DECISIONS


Real time stock check
Program for this = good idea of timing
 Leave out = use a placeholder for timing




Form for patron
Ask lots of questions for follow up
 Keep it simple or even leave out




Mediated or Unmediated
Requests directed to acquisitions
 Or go straight to vendor

DRAKE UNIVERSITY – DES MOINES, IOWA
Largest private academic
library in Iowa
 Around 5,000 FTE students
 Colleges/Schools:
--Arts & Sciences
--Business (MBA, MPA)
--Education (EdD)
--Journalism
--Law (JD)
--Pharmacy (PharmD)

COWLES LIBRARY

12 Librarians; 10 Staff
 Librarians have faculty
rank & status
 400,000 book volumes
 2,378 PDA print books
 19,000 subscribed to or
owned electronic books
 173,000 PDA e-books
 Current acquisitions
budget=$1,498,000

DRAKE UNIVERSITY PDA BACKGROUND

History of e-book PDA
with EBL—since 2009
 Program has been
successful

WHY EXPAND ELECTRONIC PDA TO INCLUDE
PRINT?


Some same reasons as for ebook PDA:
Greater depth, breadth of titles available for patrons
 More effective use of financial resources
 Buy what patrons need when they need it


Some titles not available in electronic format, or not
available for a long time.
 Some titles are exorbitantly expensive in an eformat (which our price limiters would exclude), but
are more reasonably priced in print
 We wanted to include these materials in our PDA
offerings.

PROJECT IMPLEMENTATION
Pilot Development, Budgeting, Vendor
Selection, Profile Development
PILOT DEVELOPMENT
Four professional programs
 Business, Journalism, Pharmacy,
Education
 Strong Liaison support
 Budget reallocation from dedicated
monograph line to PDA
 Pilot began in April 2012 with soft roll-out
 Pilot ran through August 2013

VENDOR SELECTION: CONSIDERATIONS

Ability to integrate formats without
duplication
 Technical considerations
 Real-time stock availability

PROFILE DEVELOPMENT

Librarian & teaching faculty roles
 Selection of format
 Delay in electronic publication
 Costs
 How far back to go (we did current
and previous year)

PROJECT IMPLEMENTATION
Technical Considerations
DRAKE ONLINE ENVIRONMENT
New ILS Locations
Custom catalog link
Web form
Script to interact with API

http://www.flickr.com/photos/horiavarlan/4273168957/
=020 $a9781433113666 (pbk.) :$c38.95 USD
=020 $a143311366x (pbk)
=020 $a9781433113673 (cloth)
=020 $a1433113678 (cloth)
=020 $a9781453909065 (ebk)
=040 $aDLC$cDLC$dDLC
=042 $apcc
=050 $aOn Demand
=082 00$a302.23$223
=245 00$aLost in media :$bthe ethics of everyday life /$c[edited by] Ben Frymer, Tony
Kashani.
=260 $aNew York :$bP. Lang,$cc2012.
=300 $a228 p.
=490 0$aMinding the media,$x2151-2949 ;$vv. 7
=504 $aIncludes bibliographical references and index.
=650 0$aMass media$xMoral and ethical aspects.
=650 0$aSocial media$xMoral and ethical aspects.
=700 1$aFrymer, Benjamin.
=700 1$aKashani, Tony.
=856 40$uhttp://cowles-proxy.drake.edu/login?url=http://library.drake.edu/requestbook?isbn=9781433113666&title=Lost in media&fund=JOURN$zRequest this Book
Catalog Search Results

Request this Book
http://library.drake.edu/request-book?isbn=<ISBN>&title=<title>&fund=<fund_code>
Catalog Detail Page
“Request this book” – In Stock
“Request this book” – Not In Stock
PROJECT EXPERIENCE/RESULTS
HOW MANY PDA RECORDS DID PROFILE
GENERATE: BY THE NUMBERS

Four subject areas:
Business, Journalism, Psychology,
Education
 Ebook records: 1,031
 Print records: 2,378
 Total Ingram Coutts PDA records
= 3,409

SO, 18 MONTHS LATER, HOW MUCH ACTIVITY DID
THE PDA RECORDS GENERATE?
Subject area/Format
Business Print

# of titles

Avg. $

Total $

13

$30.31

$392.78

Business Electronic

5

$56.76

$283.78

Education Print

7

$31.59

$183.99

14

$30.67

$429.42

Journalism Print

2

$35.87

$71.74

Journalism Electronic

2

$65.90

$131.80

Pharmacy Print

1

$42.65

$42.65

Pharmacy Electronic

6

$83.63

$501.78

50

$41.59

$2,037.94

Education Electronic

TOTALS
FORM VISITS THAT DID NOT REQUEST A
PURCHASE
# of titles

Avg. cost*

Total cost*

Business

11

$30.21

$332.31

Education

37

$31.59

$1,168.83

Journalism

8

$35.87

$286.96

Pharmacy

21

$42.65

$938.30

Totals*

78

$34.85

$2,683.75

*potential cost, not actual expenditure
PROJECT METRICS & FUTURE
CONSIDERATIONS
PILOT PROJECT: SUCCESS, FAILURE, OR
MIXTURE?
Success: Library & Teaching Faculty choose
parameters for PDA inclusion; librarians still have
role in Collection Development
 Success: Wider variety of books made available to
patrons at point of need
 Success: Didn’t spend money on unused materials.
More efficient use of acquisitions $
 Mixed bag/Failure: Not enough titles available in
the catalog for patrons to discover

POST PILOT: FISH OR CUT BAIT?
WHERE DO WE GO FROM HERE?
We’ve just expanded the subjects covered to
include ALL subjects taught at Drake
 We used existing ―slip‖ profiles with another vendor
as a starting point
 We also refined the existing ―pilot profiles‖ to open
them up. Conclusion: we “over-engineered” the
profiling process initially.
 Makes sense to let patrons decide on the ―slip‖
titles since there was something about them that
was not a ―dead ringer‖ for purchase

FUTURE CONSIDERATIONS
EBL records. When/how will they ―play nice‖ with
Ingram Coutts PDA records? TBD: Potential
―filtering‖ of EBL records through the profiles in
2014
 Overall Collection Development approach.
 Do librarians still develop a print collection in a
―just-in-time‖ PDA world?
 We would like to still develop a librarian & faculty
selected CORE print monograph collection. What
does that look like? How much is budgeted for
PDA vs. non-PDA monographs?
 Weeding of PDA records. What is the magic
number for TOO MANY?

QUESTIONS?
CONTACT INFORMATION
Teri Koch
teri.koch@drake.edu
Andrew Welch
andrew.welch@drake.edu
Lisa McDonald
lisa.mcdonald@ingramcontent.com

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Consider Print PDA Implementation Options

  • 1. ADDING PDA FOR PRINT? Consider Your Options for Implementation Teri Koch – Head, Collection Development, Drake University Andrew Welch – Librarian for Discovery Services & Technology, Drake University Lisa McDonald – Account Manager, Ingram-Coutts
  • 2. AGENDA 1. SET UP QUESTIONS & DECISIONS 2. DRAKE UNIVERSITY BACKGROUND 3. 4. IMPLEMENTATION – PILOT DEVELOPMENT (OVERVIEW) IMPLEMENTATION – TECHNICAL CONSIDERATIONS 5. PROJECT EXPERIENCE/RESULTS 6. PROJECT METRICS 7. FUTURE CONSIDERATIONS
  • 3. SET UP QUESTIONS AND DECISIONS Why Print PDA?  Which areas should be moved to PDA?  How long does it take to receive a book? Will it take ―too long?‖ How can we set reasonable expectations?  What will it look like in our OPAC?  Will this add work for our patrons and library staff? 
  • 4. SET UP QUESTIONS AND DECISIONS  Real time stock check Program for this = good idea of timing  Leave out = use a placeholder for timing   Form for patron Ask lots of questions for follow up  Keep it simple or even leave out   Mediated or Unmediated Requests directed to acquisitions  Or go straight to vendor 
  • 5. DRAKE UNIVERSITY – DES MOINES, IOWA Largest private academic library in Iowa  Around 5,000 FTE students  Colleges/Schools: --Arts & Sciences --Business (MBA, MPA) --Education (EdD) --Journalism --Law (JD) --Pharmacy (PharmD) 
  • 6. COWLES LIBRARY 12 Librarians; 10 Staff  Librarians have faculty rank & status  400,000 book volumes  2,378 PDA print books  19,000 subscribed to or owned electronic books  173,000 PDA e-books  Current acquisitions budget=$1,498,000 
  • 7. DRAKE UNIVERSITY PDA BACKGROUND History of e-book PDA with EBL—since 2009  Program has been successful 
  • 8. WHY EXPAND ELECTRONIC PDA TO INCLUDE PRINT?  Some same reasons as for ebook PDA: Greater depth, breadth of titles available for patrons  More effective use of financial resources  Buy what patrons need when they need it  Some titles not available in electronic format, or not available for a long time.  Some titles are exorbitantly expensive in an eformat (which our price limiters would exclude), but are more reasonably priced in print  We wanted to include these materials in our PDA offerings. 
  • 9. PROJECT IMPLEMENTATION Pilot Development, Budgeting, Vendor Selection, Profile Development
  • 10. PILOT DEVELOPMENT Four professional programs  Business, Journalism, Pharmacy, Education  Strong Liaison support  Budget reallocation from dedicated monograph line to PDA  Pilot began in April 2012 with soft roll-out  Pilot ran through August 2013 
  • 11. VENDOR SELECTION: CONSIDERATIONS Ability to integrate formats without duplication  Technical considerations  Real-time stock availability 
  • 12. PROFILE DEVELOPMENT Librarian & teaching faculty roles  Selection of format  Delay in electronic publication  Costs  How far back to go (we did current and previous year) 
  • 15. New ILS Locations Custom catalog link Web form Script to interact with API http://www.flickr.com/photos/horiavarlan/4273168957/
  • 16. =020 $a9781433113666 (pbk.) :$c38.95 USD =020 $a143311366x (pbk) =020 $a9781433113673 (cloth) =020 $a1433113678 (cloth) =020 $a9781453909065 (ebk) =040 $aDLC$cDLC$dDLC =042 $apcc =050 $aOn Demand =082 00$a302.23$223 =245 00$aLost in media :$bthe ethics of everyday life /$c[edited by] Ben Frymer, Tony Kashani. =260 $aNew York :$bP. Lang,$cc2012. =300 $a228 p. =490 0$aMinding the media,$x2151-2949 ;$vv. 7 =504 $aIncludes bibliographical references and index. =650 0$aMass media$xMoral and ethical aspects. =650 0$aSocial media$xMoral and ethical aspects. =700 1$aFrymer, Benjamin. =700 1$aKashani, Tony. =856 40$uhttp://cowles-proxy.drake.edu/login?url=http://library.drake.edu/requestbook?isbn=9781433113666&title=Lost in media&fund=JOURN$zRequest this Book
  • 17. Catalog Search Results Request this Book http://library.drake.edu/request-book?isbn=<ISBN>&title=<title>&fund=<fund_code>
  • 19. “Request this book” – In Stock
  • 20. “Request this book” – Not In Stock
  • 22. HOW MANY PDA RECORDS DID PROFILE GENERATE: BY THE NUMBERS Four subject areas: Business, Journalism, Psychology, Education  Ebook records: 1,031  Print records: 2,378  Total Ingram Coutts PDA records = 3,409 
  • 23. SO, 18 MONTHS LATER, HOW MUCH ACTIVITY DID THE PDA RECORDS GENERATE? Subject area/Format Business Print # of titles Avg. $ Total $ 13 $30.31 $392.78 Business Electronic 5 $56.76 $283.78 Education Print 7 $31.59 $183.99 14 $30.67 $429.42 Journalism Print 2 $35.87 $71.74 Journalism Electronic 2 $65.90 $131.80 Pharmacy Print 1 $42.65 $42.65 Pharmacy Electronic 6 $83.63 $501.78 50 $41.59 $2,037.94 Education Electronic TOTALS
  • 24. FORM VISITS THAT DID NOT REQUEST A PURCHASE # of titles Avg. cost* Total cost* Business 11 $30.21 $332.31 Education 37 $31.59 $1,168.83 Journalism 8 $35.87 $286.96 Pharmacy 21 $42.65 $938.30 Totals* 78 $34.85 $2,683.75 *potential cost, not actual expenditure
  • 25. PROJECT METRICS & FUTURE CONSIDERATIONS
  • 26. PILOT PROJECT: SUCCESS, FAILURE, OR MIXTURE? Success: Library & Teaching Faculty choose parameters for PDA inclusion; librarians still have role in Collection Development  Success: Wider variety of books made available to patrons at point of need  Success: Didn’t spend money on unused materials. More efficient use of acquisitions $  Mixed bag/Failure: Not enough titles available in the catalog for patrons to discover 
  • 27. POST PILOT: FISH OR CUT BAIT?
  • 28. WHERE DO WE GO FROM HERE? We’ve just expanded the subjects covered to include ALL subjects taught at Drake  We used existing ―slip‖ profiles with another vendor as a starting point  We also refined the existing ―pilot profiles‖ to open them up. Conclusion: we “over-engineered” the profiling process initially.  Makes sense to let patrons decide on the ―slip‖ titles since there was something about them that was not a ―dead ringer‖ for purchase 
  • 29. FUTURE CONSIDERATIONS EBL records. When/how will they ―play nice‖ with Ingram Coutts PDA records? TBD: Potential ―filtering‖ of EBL records through the profiles in 2014  Overall Collection Development approach.  Do librarians still develop a print collection in a ―just-in-time‖ PDA world?  We would like to still develop a librarian & faculty selected CORE print monograph collection. What does that look like? How much is budgeted for PDA vs. non-PDA monographs?  Weeding of PDA records. What is the magic number for TOO MANY? 
  • 31. CONTACT INFORMATION Teri Koch teri.koch@drake.edu Andrew Welch andrew.welch@drake.edu Lisa McDonald lisa.mcdonald@ingramcontent.com