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Evaluation of PDA and EBS
models for e-books at
Stockholm University Library
UKSG 40th Annual Conference April 2017, Harrogate
2017-04-10 /Frida Jacobson, Stockholm University Library
Agenda
● Stockholm University and the University Library
● Patron-driven acquisition strategy
● PDA and EBS models
● Evaluation
● Findings
● Conclusions
Stockholm University
● Founded in 1878 – a free and radical college
● One of the largest universities in Sweden
● Science, Humanities and Social Sciences
● 70,000 students (28,000 FTE, 63% women)
– 12% Science, 88% HSS
● 1,700 doctoral students (50% women)
– 47% Science, 53% HSS
● 5,000 employees
– 450 professors (30% women)
Stockholm University Library
● Number of employees
– 115 (librarians, IT and economy staff, HR)
● Media acquisition budget
– approx. 4,8 million EUR (46 million SEK)
– 94 % e-resources, 6 % print
● Ebooks
– Access to approx. 800,000 e-books
Strategy for Stockholm University Library’s
patron-driven acquisiton
● Providing users with quick access to requested
media resources – anytime and anywhere
● From just-in-case to just-in-time acquisition model
● Users drive acquisition through
– purchase suggestions
– usage
– PDA/EBS models
PDA and EBS models
● Upfront payment to a publisher or aggregator
● Access to a large number of unowned e-books
● Accessible via library catalogue and e-book platform
● Access for a certain period of time, often a year
● The most used ebooks are purchased and owned – with
help of ’triggers’ or usage statistics
● Only e-books with proven usage are purchased
● Core idea – purchased e-books will continue to be used
Evaluation
Description and experiences
o Content
o Pricing model
o Accessibility
o Work input
o Support
Cost and usage analysis
o Cost
o Usage
Cost and usage analysis
● What is the average price per book at the time of purchase?
● What is the cost per download?
● How great a proportion of the titles is used?
● How great a proportion of the titles is purchased?
● Do purchased titles continue to be used?
● Usage by subject area?
● Usage by year of publication?
Method – cost and usage analysis
Yr 3Yr 2Yr 1Selection
period
PDA and EBS models from 2 aggregators
and 8 publishers were tested
Publisher / Aggregator Number of titles
Academic Video Online 43,000 (videos)
Brill* 4,600
Cambridge University Press 30,000
De Gruyter 33,000
Ebrary (aggregator) 140,500
EBSCO (aggregator) 60,000
Oxford Scholarship Online 11,600
Palgrave* 3,700
Wiley 18,000
Taylor and Francis: CRCnetBASE 9,400
*Less titles since SUB already owns subject collections from these publishers
310 800
e-books
in total
The vendors’ average price per e-
book varied
Publisher/aggregator Average price per title EUR
Publisher A (videos) 14
Publisher B period 1-2 103
Publisher B period 3 100
Publisher C period 1-4 107
Publisher C period 5 132
Publisher D 178
Publisher E period 1 192
Publisher E period 2 160
Publisher E period 3 129
Aggregator A 87
Aggregator B 278
Publisher F 177
Publisher G 99
Publisher H period 1 89
Publisher H period 2 79
Publisher H period 3 111
Publisher H period 4 118
Average price per title all models 127
Cost per download after purchase falls
Publisher / aggregator
1 yr after
purch. EUR
2 yrs after
purch. EUR
3 yr after
purch. EUR
4 yrs after
purch. EUR
Publisher A (videos) 880
Publisher B 119
Publisher C period 1 19 10 7 5
Publisher C period 2 22 12 8
Publisher C period 3 12 7
Publisher D 73
Publisher E period 1 49 25
Publisher E period 2 27
Aggregator A 1 1
Aggregator B 69
Publisher F 9
Publisher G 8
Publisher H period 1 7 3 2
Publisher H period 2 10 5
(
YEAR
1
YEAR
2
YEAR
3
YEAR
4
19 10 7 5Publisher C
Period 1
27 3Publisher H
Period 1
Cost per download falls (EUR)
Proportion of used titles and purchased
titles differ
Publisher Proportion of used titlesProportion of purch. titles
Publisher A (videos) 1% 15%
Publisher B period 1-2 23% 9%
Publisher B period 3 12% 4%
Publisher C period 1 15% 11%
Publisher C period 2 14% 6%
Publisher C period 3 14% 6%
Publisher C period 4 16% 7%
Publisher C period 5 19% 5%
Publisher D 10% 12%
Publisher E period 1 3% 2%
Publisher E period 2 5% 1%
Publisher E period 3 9% 1%
Publisher F 14% 2%
Publisher G 29% 9%
Publisher H period 1 18% 5%
Publisher H period 2 17% 6%
Publisher H period 3 13% 4%
Publisher H period 4 16% 5%
USED
%
PURCHASED
%
1
15
Publisher A
12
10
Publisher D Publisher H
period 1
18
5
Publisher C
period 1
15
11
Usage vs purchase – two examples
Purchased titles continued to be used
Publisher /aggregator
Proportion
of used titles
yr 1
Proportion
of used titles
yr 2
Proportion
of used titles
yr 3
Proportion
of used titles
yr 4
Proportion
of used title
yr 5
Publisher A (videos) 1%
Publisher B period 1-2 34%
Publisher C period 1 38% 51% 60% 67% 71%
Publisher C period 2 30% 46% 55% 61%
Publisher C period 3 42% 56% 64%
Publisher C period 4 38% 53%
Publisher D 21%
Publisher E period 1 34% 48%
Publisher period 2 38%
Aggregator A 68% 61%
Aggregator B 35%
Publisher F period 1 59%
Publisher G 63%
Publisher H period 1 54% 69% 75%
Publisher H period 2 53% 69%
Publisher H period 3 26%
YEAR
1
YEAR
2
YEAR
3
YEAR
4
YEAR
5
Proportion of used titles in %
7138
Publisher C
period 1 51 60 67
Publisher H
period 1 54 69 75
Humanities and social science were
popular subject areas
Linguistics and Semiotics
47%
Literary Studies
16%
Law
7%
Philosophy
10%
Classical Studies…
Social Sciences
3%
Theology and Religions Studies
6%
History
2%
Architecture, Art, Music
2%
Mathematics
1%
Library & Information Science…
Other
1%
de Gruyter: used titles by subject – period 1
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Social & Behavioral Sciences (42 titles)
Humanities (78 titles)
Mathematics & Statistics (176 titles)
Business, Economics, Finance & Accounting (46 titles)
Life Sciences (28 titles)
Medicine (11 titles)
Various subjects (25 titles)
Psychology (26 titles)
Earth, Space & Environmental Sciences (33 titles)
Computer Science & Information Technology (14 titles)
Chemistry (153 titles)
Physical Sciences & Engineering (105 titles)
Agriculture, Aquaculture & Food Science (11 titles)
90%
91%
82%
70%
61%
27%
64%
69%
58%
50%
55%
44%
36%
7%
1%
6%
7%
14%
45%
8%
0%
9%
14%
8%
12%
9%
2%
8%
11%
24%
25%
27%
28%
31%
33%
36%
37%
44%
55%
Wiley: Usage per subject 3 years after purchase (748 titles)
Titles used more than once Titles used only once Titles without usage
Usage stats indicates new interesting subject
areas
Asian Studies
23%
Biblical Studies
20%
Social Sciences
11%
History
11%
International Law
10%
Middle East & Islamic
Studies
9%
Language & Linguistics
8%
Human Rights &
Humanitarian Law
3%
Classical Studies
3%
Biology
2%
Materials & Surface
Science
0%
Brill: used titles – by subject
The most recently published titles have
been used the most
1990-2006
1%
2007-2009
11%
2010-2012
44%
2013-2015
44%
de Gruyter: used titles by year of publication – period 3
Summary cost and usage analysis
● The vendors’ average price per e-book varied
● Cost per download falls over the years
● Purchased titles continued to be used
● Social sciences and humanities were popular subject areas
● Recently published titles have been used the most
● Collected statistics are useful for future subject collections
purchases
● Two EBS models were not successful regarding cost and usage
● One large publisher
● Less titles
● Access to all content, no STL*
● Purchase based on usage stats
● No DRM**-restrictions
● Unlimited number of users
● Less labour intensive
● Control over the money invested
PDA from aggregators EBS from publishers
*STL=Short Term Loan, *DRM=Digital Rights Managements
● Many different publishers
● Large number of titles
● Selection profiles, STL*
● ”Triggers” lead to purchase
● DRM**
● Limited number of users
● Labour intensive
● Invested money spent fast
Next steps
● Update the 2016 figures for all agreements
– titles continued to be used
– per year and subject area
● Perform a usage analysis of traditionally purchased e-book
packages
● Test more EBS models from publishers
● When deselect a successful EBS model where we own
a large part of the content on the platform?
● If not continue with EBS – what would then be the
alternatives?
Any questions?
Thank you for your attention.
Contact: frida.jacobson@sub.su.se
2017-04-10 /Frida Jacobson, Stockholm University Library

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  • 1. Evaluation of PDA and EBS models for e-books at Stockholm University Library UKSG 40th Annual Conference April 2017, Harrogate 2017-04-10 /Frida Jacobson, Stockholm University Library
  • 2. Agenda ● Stockholm University and the University Library ● Patron-driven acquisition strategy ● PDA and EBS models ● Evaluation ● Findings ● Conclusions
  • 3. Stockholm University ● Founded in 1878 – a free and radical college ● One of the largest universities in Sweden ● Science, Humanities and Social Sciences ● 70,000 students (28,000 FTE, 63% women) – 12% Science, 88% HSS ● 1,700 doctoral students (50% women) – 47% Science, 53% HSS ● 5,000 employees – 450 professors (30% women)
  • 4. Stockholm University Library ● Number of employees – 115 (librarians, IT and economy staff, HR) ● Media acquisition budget – approx. 4,8 million EUR (46 million SEK) – 94 % e-resources, 6 % print ● Ebooks – Access to approx. 800,000 e-books
  • 5. Strategy for Stockholm University Library’s patron-driven acquisiton ● Providing users with quick access to requested media resources – anytime and anywhere ● From just-in-case to just-in-time acquisition model ● Users drive acquisition through – purchase suggestions – usage – PDA/EBS models
  • 6. PDA and EBS models ● Upfront payment to a publisher or aggregator ● Access to a large number of unowned e-books ● Accessible via library catalogue and e-book platform ● Access for a certain period of time, often a year ● The most used ebooks are purchased and owned – with help of ’triggers’ or usage statistics ● Only e-books with proven usage are purchased ● Core idea – purchased e-books will continue to be used
  • 7. Evaluation Description and experiences o Content o Pricing model o Accessibility o Work input o Support Cost and usage analysis o Cost o Usage
  • 8. Cost and usage analysis ● What is the average price per book at the time of purchase? ● What is the cost per download? ● How great a proportion of the titles is used? ● How great a proportion of the titles is purchased? ● Do purchased titles continue to be used? ● Usage by subject area? ● Usage by year of publication?
  • 9. Method – cost and usage analysis Yr 3Yr 2Yr 1Selection period
  • 10. PDA and EBS models from 2 aggregators and 8 publishers were tested Publisher / Aggregator Number of titles Academic Video Online 43,000 (videos) Brill* 4,600 Cambridge University Press 30,000 De Gruyter 33,000 Ebrary (aggregator) 140,500 EBSCO (aggregator) 60,000 Oxford Scholarship Online 11,600 Palgrave* 3,700 Wiley 18,000 Taylor and Francis: CRCnetBASE 9,400 *Less titles since SUB already owns subject collections from these publishers 310 800 e-books in total
  • 11. The vendors’ average price per e- book varied Publisher/aggregator Average price per title EUR Publisher A (videos) 14 Publisher B period 1-2 103 Publisher B period 3 100 Publisher C period 1-4 107 Publisher C period 5 132 Publisher D 178 Publisher E period 1 192 Publisher E period 2 160 Publisher E period 3 129 Aggregator A 87 Aggregator B 278 Publisher F 177 Publisher G 99 Publisher H period 1 89 Publisher H period 2 79 Publisher H period 3 111 Publisher H period 4 118 Average price per title all models 127
  • 12. Cost per download after purchase falls Publisher / aggregator 1 yr after purch. EUR 2 yrs after purch. EUR 3 yr after purch. EUR 4 yrs after purch. EUR Publisher A (videos) 880 Publisher B 119 Publisher C period 1 19 10 7 5 Publisher C period 2 22 12 8 Publisher C period 3 12 7 Publisher D 73 Publisher E period 1 49 25 Publisher E period 2 27 Aggregator A 1 1 Aggregator B 69 Publisher F 9 Publisher G 8 Publisher H period 1 7 3 2 Publisher H period 2 10 5
  • 13. ( YEAR 1 YEAR 2 YEAR 3 YEAR 4 19 10 7 5Publisher C Period 1 27 3Publisher H Period 1 Cost per download falls (EUR)
  • 14. Proportion of used titles and purchased titles differ Publisher Proportion of used titlesProportion of purch. titles Publisher A (videos) 1% 15% Publisher B period 1-2 23% 9% Publisher B period 3 12% 4% Publisher C period 1 15% 11% Publisher C period 2 14% 6% Publisher C period 3 14% 6% Publisher C period 4 16% 7% Publisher C period 5 19% 5% Publisher D 10% 12% Publisher E period 1 3% 2% Publisher E period 2 5% 1% Publisher E period 3 9% 1% Publisher F 14% 2% Publisher G 29% 9% Publisher H period 1 18% 5% Publisher H period 2 17% 6% Publisher H period 3 13% 4% Publisher H period 4 16% 5%
  • 15. USED % PURCHASED % 1 15 Publisher A 12 10 Publisher D Publisher H period 1 18 5 Publisher C period 1 15 11 Usage vs purchase – two examples
  • 16. Purchased titles continued to be used Publisher /aggregator Proportion of used titles yr 1 Proportion of used titles yr 2 Proportion of used titles yr 3 Proportion of used titles yr 4 Proportion of used title yr 5 Publisher A (videos) 1% Publisher B period 1-2 34% Publisher C period 1 38% 51% 60% 67% 71% Publisher C period 2 30% 46% 55% 61% Publisher C period 3 42% 56% 64% Publisher C period 4 38% 53% Publisher D 21% Publisher E period 1 34% 48% Publisher period 2 38% Aggregator A 68% 61% Aggregator B 35% Publisher F period 1 59% Publisher G 63% Publisher H period 1 54% 69% 75% Publisher H period 2 53% 69% Publisher H period 3 26%
  • 17. YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 Proportion of used titles in % 7138 Publisher C period 1 51 60 67 Publisher H period 1 54 69 75
  • 18. Humanities and social science were popular subject areas Linguistics and Semiotics 47% Literary Studies 16% Law 7% Philosophy 10% Classical Studies… Social Sciences 3% Theology and Religions Studies 6% History 2% Architecture, Art, Music 2% Mathematics 1% Library & Information Science… Other 1% de Gruyter: used titles by subject – period 1
  • 19. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Social & Behavioral Sciences (42 titles) Humanities (78 titles) Mathematics & Statistics (176 titles) Business, Economics, Finance & Accounting (46 titles) Life Sciences (28 titles) Medicine (11 titles) Various subjects (25 titles) Psychology (26 titles) Earth, Space & Environmental Sciences (33 titles) Computer Science & Information Technology (14 titles) Chemistry (153 titles) Physical Sciences & Engineering (105 titles) Agriculture, Aquaculture & Food Science (11 titles) 90% 91% 82% 70% 61% 27% 64% 69% 58% 50% 55% 44% 36% 7% 1% 6% 7% 14% 45% 8% 0% 9% 14% 8% 12% 9% 2% 8% 11% 24% 25% 27% 28% 31% 33% 36% 37% 44% 55% Wiley: Usage per subject 3 years after purchase (748 titles) Titles used more than once Titles used only once Titles without usage
  • 20. Usage stats indicates new interesting subject areas Asian Studies 23% Biblical Studies 20% Social Sciences 11% History 11% International Law 10% Middle East & Islamic Studies 9% Language & Linguistics 8% Human Rights & Humanitarian Law 3% Classical Studies 3% Biology 2% Materials & Surface Science 0% Brill: used titles – by subject
  • 21. The most recently published titles have been used the most 1990-2006 1% 2007-2009 11% 2010-2012 44% 2013-2015 44% de Gruyter: used titles by year of publication – period 3
  • 22. Summary cost and usage analysis ● The vendors’ average price per e-book varied ● Cost per download falls over the years ● Purchased titles continued to be used ● Social sciences and humanities were popular subject areas ● Recently published titles have been used the most ● Collected statistics are useful for future subject collections purchases ● Two EBS models were not successful regarding cost and usage
  • 23. ● One large publisher ● Less titles ● Access to all content, no STL* ● Purchase based on usage stats ● No DRM**-restrictions ● Unlimited number of users ● Less labour intensive ● Control over the money invested PDA from aggregators EBS from publishers *STL=Short Term Loan, *DRM=Digital Rights Managements ● Many different publishers ● Large number of titles ● Selection profiles, STL* ● ”Triggers” lead to purchase ● DRM** ● Limited number of users ● Labour intensive ● Invested money spent fast
  • 24. Next steps ● Update the 2016 figures for all agreements – titles continued to be used – per year and subject area ● Perform a usage analysis of traditionally purchased e-book packages ● Test more EBS models from publishers ● When deselect a successful EBS model where we own a large part of the content on the platform? ● If not continue with EBS – what would then be the alternatives?
  • 25. Any questions? Thank you for your attention. Contact: frida.jacobson@sub.su.se 2017-04-10 /Frida Jacobson, Stockholm University Library