You Have a DDA E-book Plan, Now How Do You Manage It?: Streamlining Individual and Consortial DDA Program Management using the WorldCat Knowledge Base and EBL - Ebook Library Profiling
Semelhante a You Have a DDA E-book Plan, Now How Do You Manage It?: Streamlining Individual and Consortial DDA Program Management using the WorldCat Knowledge Base and EBL - Ebook Library Profiling
Semelhante a You Have a DDA E-book Plan, Now How Do You Manage It?: Streamlining Individual and Consortial DDA Program Management using the WorldCat Knowledge Base and EBL - Ebook Library Profiling (20)
You Have a DDA E-book Plan, Now How Do You Manage It?: Streamlining Individual and Consortial DDA Program Management using the WorldCat Knowledge Base and EBL - Ebook Library Profiling
1. You Have a DDA E-book
Plan, Now How Do You Manage
It?
Sadie Williams Director of Product Marketing, Workflow Solutions, ProQuest
Sara Finch Senior Information Developer, OCLC
John Holm Electronic Resources Librarian, Norwich University
Anne C. Elguindi Deputy Director, VIVA
2. EBL & Demand-driven Acquisitions
2004
EBL
founded &
DDA model
launched
2005
Swinburne
launches first
DDA
program
2010
Orbis
Cascade
first sharedaccess
consortium
DDA
2013
Acquired by
ProQuest –
Begin
development
of new
platform
10. Sara Finch
MA, MLIS
Senior Information Developer, OCLC
finchs@oclc.org
The world’s libraries. Connected.
11. WorldShare Metadata Collection Manager
• Your users get better access
• Your staff gains time for other priorities
• You see improved return on investment
Streamlined workflows!!
The world’s libraries. Connected.
12. WorldShare Metadata Collection Manager
including WorldCat knowledge base functionality
allows you to add and maintain information about your e-resource collections and
your proxy settings. Once your collections are represented, you have options!
Links are
automatically
maintained
Updated MARC
records are
output, reports are
available
Shared collections
are synchronized
(consortia)
WorldCat holdings
are maintained
The world’s libraries. Connected.
13. Set up
The service is included in your full OCLC Cataloging subscription.
Complete the set up one time and your provider and OCLC will automate the rest:
1. Complete the brief request form
2. OCLC Order Services will send you the account information you’ll need to:
• Log into the WorldShare interface
• FTP to access the server to get your MARC records
The world’s libraries. Connected.
14. …set up
DDA Collections in the WorldShare interface
When OCLC loads the feed from your provider in your library’s WorldShare
interface, we will separate your DDA available titles and your purchased titles so
you can better track your purchases and make choices in your settings based on
whether or not you own a title.
The world’s libraries. Connected.
15. …set up
3. Configure your relevant settings as desired
• Maintain WorldCat holdings
• Enter proxy information and provider-specific ID
The world’s libraries. Connected.
16. …set up
3. If you need records, enable and customize your MARC records. Choose to
receive emailed reports.
Set up is complete!
The world’s libraries. Connected.
17. Common Record Customizations
Add a tag/subfield for collection notes
Add a subfield and free text to your 856
MARC Record after processing:
=856 40$uhttp://providerid.eblib.com/patron/FullRecord.aspx?p=123456$zClick for
resource
The world’s libraries. Connected.
18. How your provider and OCLC automate the process
EBL sends OCLC a
weekly feed
OCLC loads the
updated feed
Links are
automatically
maintained
Updated MARC
records are
output, reports are
available
Shared collections
are synchronized
(consortia)
WorldCat holdings
are maintained
The world’s libraries. Connected.
Your patron finds
and accesses an
eBook
19. Thank you!
OCLC began loading library-specific DDA holdings in 2012. OCLC released WorldShare
Metadata Collection Manager in August 2012, which supports the output of MARC records
based on knowledge base collections and more.
We currently get feeds from EBL and ebrary...
For more information on options for DDA, see:
http://www.oclc.org/content/dam/support/knowledge-base/oclc_dda.pdf
Sara Finch, finchs@oclc.org
The world’s libraries. Connected.
20. • Private military college
• 2300 on-campus
undergraduates
(cadets and civilians)
• 1200 students enrolled in College of Graduate
and Continuing Studies (fully online)
• 8 librarians, 9 support staff members
21. Why ebook DDA?
• Research needs of distance students could not
be met through ILL
• Limited shelf space for physical materials
• Limited acquisitions and collection
development staff
• High cost per use for physical monographs
22. Why EBL?
• Met functional requirements:
– Unlimited simultaneous access
– Downloading for offline use
– Separate invoicing for different user groups
• Flexible profiling options
• Intuitive patron-facing interface
23. Setting holdings in WorldCat
knowledge base
• EBL sends customized collection data to OCLC
weekly
• No MARC record loading!
25. Usage, costs: the first two years
FY13
FY12
• 3730 loans
• 2696 loans
• 97 purchased titles
• 56 purchased titles
• 17.6% of e-resource
budget
• 15% of e-resource
budget
26. How do we put the brakes on?
Union Pacific 844, Painted Rocks, NV, 2009/Drew Jacksich http://commons.wikimedia.org/wiki/File%3AUnion_Pacific_844%2C_Painted_Rocks%2C_NV%2C_2009_(crop).jpg
27. EBL profile and settings
• Settings changes:
– Increase auto-purchase trigger from third to
fourth short term loan
– Remove Download button from Ebook Details
page
• Profile changes:
– Lower price cap for visible titles from $350 to
$200
– Set 48 month “moving window” to expose only
recently published titles
– Restrict “Textbook” lending (3 simultaneous users)
28. Going forward
• Regular deduping against subscription ebook
collections
• Continue monitoring usage monthly
• Make further adjustments to profile as
needed
29. What is the Virtual Library of Virginia
(VIVA)?
• 73 academic libraries (39 public, 33 private,
Library of Virginia), including doctorals, four
years, two years, and specialized institutions.
• Central funding provided by the
Commonwealth of Virginia, additional costsharing by members.
• Grounded in the coordinated collection
development of online resources and an
extensive resource sharing program.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
31. Challenges with Consortial DDA
• Not all publishers want to participate.
• It is difficult to convey the subtleties of DDA to
a wide population.
• Record management issues are amplified.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
32. DDA within VIVA: The Budget
• The 39 public schools are participating
through central funding, starting with
$100,000 for the pilot.
• 12 private institutions opted in to the program
with an additional shared $22,500.
• The project started in late May 2013, and, as
of 10/30/13, $46,350 had been spent, 1,806
Short Terms Loans had been made, and 16
books had been purchased.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
33. DDA within VIVA: The Profile
• Publishers: Wiley, Oxford University
Press, McGraw-Hill UK, Jossey-Bass, Sage
• STEM-H books only, based on call numbers
• $250 list price and under
• Published 1/1/2012 or after
• English language only
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
34. DDA within VIVA: Record
Management
• Why manage a consortial program through
WCKB? It enables:
– Delivery of customized MARC records to each
library.
– Setting holdings in WorldCat in a way that takes
advantage of central holdings.
• Unpurchased books set for CH$ (VIVA’s central OCLC
holdings symbol).
• Purchased books set for all participating libraries.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
35. DDA within VIVA: Record
Management
• EBL sends OCLC new records for our plan each
week.
• Two collections in the WorldCat knowledge
base are used to manage the records: one for
unpurchased books, and one for purchased
books.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
36. DDA within VIVA: Record Management
• The collections are then “shared” with the
VIVA libraries.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
37. General Challenges
• Requesting access to WorldShare, general and
collection level settings, and record retrieval
via FTP were new to many libraries.
• To Help: We created detailed documentation in
collaboration with OCLC and EBL that libraries can
use to provide access to the DDA e-books.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
38. Status of Usage and Records
(As of 10/21/13)
50
45
40
35
30
25
20
15
10
5
0
Institutions with Usage
Institutions that Have Loaded Records but
Have No Usage
Institutions that Have Not Loaded Records
Yet
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
39. Record Management Challenges
• Puzzling out New vs. Update vs. Delete
• To Help: You can adjust, to some extent, what
counts as an ‘Update’ for your record workflow.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
Hello, my name is Sadie Williams. Thanks for having me today. I’m going to be quick so we have time to get into some of the details of Norwich and VIVA workflows. I’d like to start by giving a quick over view of EBL and our what you might call love affair, with demand driven acquisition. Specifically I’m going to talk about pointsthat touch aspects of the rest of our group presentation.EBL was founded in 2004 and starting with our launch we built our platform at the same time we developed our DDA model This model included short-term loans, flexible number of short-term loans before purchase, full text download and much of the functionality you see across ebook aggregators for DDA. The fundamentals of our model has not changed, but over time we’ve added quite a bit of workflow support some of which I will talk to you about today.In 2005 our first DDA program went live at Swinburne university of Technology in Australia. If you are interested in hearing their extensive experience with DDA and ebooks – a history with DDAmuch longer than we’ve seen in the US and a window into the future of DDA here in N. America, Tony Davies will be presenting the Swinburne experience on Friday. Jump 5 years later, and we launched our first shared-access consortia model with Orbis cascade which led to the development of the program with VIVA. Additionally Orbis Cascade was the first customer to go live with the OCLC workflow we are discussing today.Just recently, we were acquired by proquest and have begun work with ebrary on the development of a new platform that will build on the history of EBL and ebrary.
I’m not here to talk about the platform integration, but I do want to quickly mention that as we bring the two platforms together you’ll see the power ofebrary content paired with flexible DDA tools, access models and consortia support of EBL. If you are curious about more information on the integration there is an interview with our VP of product development that discusses where we are and next steps.
Anne is going to be speaking to you about the VIVA experience. We have 30 programs that are live in N. America and no consortial program is quite the same. We have multiple models - I’ve listed a few here. I’m not going to go into detail on any of these models but I just want to point out that our approach is to offer choice of a model that suits the consortium need. We also offer consortium-level and library level reporting and significant workflow support.
Because EBL has had such a long history with DDA and our platform has been developed for DDA from the start we have smart workflow support for DDA. This slide shows some of the unique features we offer for DDA supportI’m going to briefly review the two features the rest of our panel will be discussing today.1.) Our profiling and auto-weeding feature2.) the setting and removing of automatic holdings.
EBL offers a comprehensive profiling system to support DDA. You can create a profile based on subject, publisher, pub date price as well as build a keyword rule into your profile. These filters can interact to create a detailed profile and sub profiles.The profile can generate records to add to your profile on a regular basis (daily, weekly, bi-weekly, monthly). Records are added to your opac or discovery layer and as they are used you build spend. As you add more and more records over time, the rate at which you spend increases because more records = more use = more spendOver time you need to consider how you will control your spending so that it is the same or grows minimally year over year. How do libraries go about controlling spending?
There are a number of options for controlling spending, but removing non-owned records over time is a natural way to control.Many libraries now do this manually. But rather than schedule a manual process to remove old records each year by reviewing usage reports, identifying the records and running a batch process to remove records, we’ve devised a smarter way of weeding that helps you automatically identify which records to remove.Records can be removed based on how old they are in combination with the profile features such as subject and non-subject parameters. For example, maybe you want to remove computer science titles after 2 years that haven’t been used but you want to retain literature titles because they are more likely to get used much later.
The problem with removing records is that you want to retain those that have been used in some way. If a patron has come to your catalog and viewed a record, they may want to come back to that record. So you need to knowHas the record been viewed by the patron?Has therecord had a short-term loan?In the profiling system you have the opportunity to specify this, and again, can specify based on subject and other profiling features. You could specify that you want to remove records that haven’t had a short term loan for longer than 4 years or haven’t been browsed (use within 5 minutes) for 2 years. You can tailor this to your specific profile needs.
The second feature I’d like to discuss is the auto setting and removing of holdings. We first started this process with OCLC. Essentially, rather than load cataloging records into your ILS, we send your holding feed based on your DDA profile directly to OCLC. Sara will be discussing this in detail.I would like to mention that we now offer this service with both Summon and ExLibris although the functionality is different from system to system.