AAUP 2008: Approval Plan-ology (M. Zeoli)
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AAUP 2008: Approval Plan-ology (M. Zeoli)
- 1. AAUP 2008 ~ Montréal June 27, 2008 Michael Zeoli Director of Sales, Canada YBP Library Services Contoocook, New Hampshire ________________ Approval Plan-ology
- 11. 31 14470 UNIV. OF OTTAWA 32 14610 UNIV. OF CALGARY 39 18000 PENN STATE UNIVERSITY 40 18390 CORNELL UNIVERSITY 41 18850 UNIV. OF CINCINNATI 44 20330 MCGILL UNIVERSITY 45 20730 UNIV. OF WASHINGTON 45 20950 TEXAS A&M UNIVERSITY 47 21770 UNIV. OF CA/BERKELEY 50 22900 NEW YORK UNIVERSITY 54 24960 UNIV. OF CHICAGO 55 25580 HARVARD (WIDENER LIBRARY) 67 30890 UNC - CHAPEL HILL % of Total Acquired # TITLES ACQUIRED Total YBP/L&C Profiled Titles in Subject Area = 46,230 Jul 06 – Jun 07 Profiled Titles Humanities & Social Sciences
- 12. 21 3940 UNIV. OF OTTAWA 26 4810 UNC - CHAPEL HILL 30 5550 CORNELL UNIVERSITY 30 5550 UNIV. OF CALGARY 31 5720 MIT LIBRARIES 31 5790 UNIV. OF WASHINGTON 32 5830 UNIV. OF ALBERTA 32 5920 TEXAS A&M UNIVERSITY 34 6360 UNIV. OF CHICAGO 35 6450 MCGILL UNIVERSITY 35 6500 UNIV. OF CINCINNATI 36 6620 PENN STATE UNIVERSITY 41 7640 UNIV. OF CA/BERKELEY % of Total Acquired # TITLES ACQUIRED Total YBP/L&C Profiled Titles in Subject Area = 18,520 Profiled Titles Jul 06 – Jun 07 Science, Technology, and Medicine
- 13. 33 11,323 5,602 MIT 72 5,596 14,534 Duke Univ 69 7,469 16,566 Cornell 68 8,213 17,480 New York Univ 48 14,454 13,227 McGill 52 13,769 14,705 Harvard 37 20,100 11,446 Univ of Chicago 80 7,352 28,755 UNC Chapel Hill % Approval Slip & Firm Orders Approval Titles Acquired FY 2007 Comparison of Universities Purchasing on Approval Plans
- 15. Welcome to YBP! Let’s play the Approval Game ! Approval Plans are like Pinball
- 23. Profiling
- 27. Michael Zeoli Director of Sales, Canada YBP Library Services Contoocook, New Hampshire … and for more information: http://www.ybp.com/approval_plans.html http://www.ybp.com/publisher_lists.html
Notas do Editor
- Here are a few of the 1900 libraries using YBP. YBP is the primary vendor at about 60% of ARL libraries. Each of these libraries spends well over $1M annually and most closer to $2M (and OhioLINK spends nearly $10M).
- The Universe of Services that make YBP – or any approval vendor – a viable business in the academic library market.
- Each of the arrows on the right are links that will be shown in the following slides. This Gobi bib record shows an ebook title - the Alternate CLOTH edition is already owned, both print and e have been purchased, the status of the title among our OCUL customers (suggesting how GOBI can become an important tool for Consortial Collection Development with eContent – imagine a Selector being able to purchase a title not only in various editions and formats, but also as a single institution access or for consortium-wide access; Gobi already provides the infrastructure supporting this). There is also Peer Data. This series is also on Standing Order at the Univ of Toronto (see GobiTween slide).
- Under the ‘Alt-Ed Shipped to Library’ link we have York Approval and ordering history for that edition – the Cloth in this case. Also note the Series title (which is also hyper-linked to the series titles).
- GobiTween: Shows consortium history, or in this case there are 2 consortia – York’s use of GobiTween for different campus libraries and the OCUL libraries using YBP who have history with this title (we can imagine the potential usefulness of this on a campus the size of Toronto). The CRKN could be added as a 3 rd consortium. Note that it indicates that U Toronto is set up for a Standing Order – useful in considering potentially shifting this to an ‘e’ standing order – or considering whether these titles would be covered in an ePackage… This functionality would have had less interest to Toronto in print purchasing, but becomes an incredibly valuable tool as they move into ebook purchasing (together with other OCUL libraries).
- Peer Activity – assortment chosen by selector at U Chicago. In addition to GobiTween, showing library activity within a fixed consortium, each individual librarian can choose ‘Peer libraries’ from more than 1,000 YBP customers. Each record they view in Gobi will also reveal what those Peers have done, if anything, with that title. Extensive macro-reporting can be done against Peers as well as Consortium members activity.
- Graphic output of Peer – and Consortial – data (same reasons as previous slide). Collecting can be compared in many ways. But all of this is an aside to our core service and business: The Approval Plan.
- Publishing output by General disciplines and by Publisher Types. The Print Monograph Universe at YBP. Provides a bit more definition to a large blob of large raw numbers. So how does this content get delivered to the library on Approval?
- Humanities & Social Sciences
- STM.
- Approval Plans are a mix of automatically shipped books and bibliographic notification slips from which libraries make selections. Most libraries that have ‘Book’ approval plans strive to make them work as efficiently as possible to save time and effort. This slide shows the number of titles acquired and what percentage was acquired automatically on Approval as opposed to Orders. Most of these customers also get shelf-ready service which makes the titles Non-Returnable. In libraries where titles can be returned, the average return rate is under 4%.
- Buyers ensure comprehensive coverage of publications from publishers on the Approval List. The Profilers (14) are subject specialists and hold weekly meetings to ensure consistency. Sales staff are usually librarians or people who have spent significant time working with libraries. Building approval plans requires interest and experience in collection development. The position is that of consultant rather than sales person.
- Approval Plans also mean Slips – not just Books - Approval Plans function much like a pinball game. The ball is put in play and either makes it through the various obstacles or is kicked out.
- Funnel. Approval Plans by necessity provide a mix of ‘books’ and ‘slips’ (unless the plan is written as a Slip Plan in which case there are no books).
- How does an Approval Book get from us to you? It all starts here – with monograph in hand. Our buyers purchase each title to provide to our profiling staff – let’s follow THIS title through the approval plan process at the University of Chicago.
- This slide shows the title is in process (in profiling). Notice that at this point just one copy has been sold. It is also ‘Preparing to Profile’ in the UK. As our profilers enter critical information about the title, we are able to compare the book’s suitability against multiple aspects of the library approval profile including our unique interdisciplinary topics and YBP Select level, which puts our profiling staff’s expertise to work for the library. Our plans can come in multiple flavours: slip plan, ebook slip plan, book plan, or virtual plan (which would allow de-selection of items – not really used by large libraries). YBP plans offer greatest predictability and lowest return rates in the industry -
- Unlike some vendors, YBP can accommodate instructions at the series level beyond the traditional “standing order”, allowing the library to not only exclude series but also to receive automatic shipments of titles in monographic series – note the “B” instruction for the Oxford Early Music Series – keeping the library approval discount intact. Without a specific series instruction included here for THIS title, it will continue through the decision tree.
- As you have seen, our approval publisher list is extensive but we also consider the library needs in supplying materials that may not be published simultaneously in the US and UK. With our “First Out” approval plans, we can automatically supply the title from the first office that profiles it, with free shipping from either location, for those publishers with multiple imprints. Of course, we can also specify that titles from particular publishers be sent only as notification slips, or excluded completely from the library approval plan. As you can see here, THIS title makes the cut at University of Chicago, and can move on to the next hurdle.
- Our list of non-subject parameters is extensive, and includes a variety of aspects, including special interdisciplinary topics like “Classics” and “Women’s Studies” that do not fit neatly into the LC Schedule. We also consider such things as content levels, geographic details (in both topic and place of publication), language, price ceiling, and format (among many others) and are able to apply these flexibly to accommodate library needs.
- We pride ourselves on a holistic approach to subject profiling, using the LC schedule (or NLM, or Dewey) as a base but augmenting it where necessary to reach the degree of specificity the library requires for its collecting. We bring all subject areas together, to allow for easy administration of the library’s approval plans and use clear instructions in a standard Excel format to make it easy to read and understand the areas that are being included as approval books, notification slips and exclusions across the approval plan. And, of course, we enable the library to take full advantage of our profiling staff by asking questions where more specific information about a title is required.
- In the end, for this book, this man is judge, jury, and executioner. Rob Norton is one of our 14 profilers, who are subject specialists with an average of 10 years experience. With the book in hand, Rob and our other staff can answer those questions reliably and consistently to ensure that the right materials make their way to the library.
- Here is his screen, which we show because we want you to think back to the free form text option. In this case, the book has been profiled generally, and specific institutions are asking questions about it. The Folger Shakespeare Library wants to know about the specific period treated by the author. The profiler with the book in hand will look directly to the book to answer the library’s question – that person has no idea whether the answer to the questions means that a book will be sent or excluded.
- And here’s University of Chicago: is this book related to modern Greece? The LC schedule can take us just so far in locating and defining scholarly interests – beyond this point it is often critical to have a subject specialist to intervene. The YBP profiling process is customized based on the information the library needs in order to make a decision about the book.
- The result? Thanks to Rob (and the useful reporting talents of GOBI), 29 libraries have added this book to their collection on approval, with an additional 246 notification slips delivered to the specific subject specialists in our customer libraries. Not bad for a week’s work – now multiply this across 1200+ titles per week! (And imagine a library trying to manage this – without having a copy of the book in hand, bearing in mind that YBP covers just a fraction of the total bibliographic universe that a library must sift through!).
- There is some wonderful data at these URL’s.