Connecticut Library Association presentation (May 2012) - Wellesley College and the CTW Consortium's ebook PDA programs
Speakers:
Sarah Becker, Wellesley College
Elizabeth Hansen, Connecticut College
Lorraine Huddy, CTW Consortium
1. Sarah Becker, Wellesley College
Beth Hansen, Connecticut College
Lorri Huddy, CTW Library Consortium
Connecticut Library Association
Annual Conference 2012
2. A show of hands please.
a. Personal Digital Assistants
b. Public Display of Affection
(Not in the stacks, please!)
c. A way to strengthen collections and
effectively use your limited $$$
d. A way to build your collection based on what
your patrons need and want
e. Answer: All of the above
3. PDA: Patron-Driven Acquisitions
DDA: Demand-Driven Acquisitions
STLs: Short Term Loans
DRMs: Digital Rights Management
Other acronyms you’ll hear today:
EBL = EBook Library
MiL = MyiLibrary (Coutts)
YBP = Yankee Book Peddler
4. The Old Model The New Model
"Just in Case" model “Just in Time” model
Anticipated Use Actual Use
triggers purchase triggers purchase
Ownership of Content Access to Content
(including Pay-per-View )
6. ACCOUNTS: Funds & Profile
ACCESS: Titles & Users
AWARENESS: Communication & Training
7. Deposit Account or Month-to-Month?
• Content Areas • Publication Dates
• Types of Materials • Languages
• Readership Levels • Price Limit
• Specific Publishers • Format – E or P?
8. Catalog Records
Review Quality & Local Customizations
Authentication
Proxy, SSO, VPN
Discovery
Catalog, Vendor site, Moodle, etc.
9. Who should know…and to what extent?
Library Staff
Students and Faculty
College Administration
10.
11. Sarah Becker
Acquisitions Librarian
Wellesley College
Library and Technology Services
May, 2012
12. Undergraduate liberal arts women’s college
2300 students, 350 faculty
Library collections budget:
$1,500,000 journals and databases
$600,000 monographs
Merged organization, called Library and Technology
Services
13. ILS: Millennium, from Innovative Interfaces
Web-scale discovery service: Summon, from Serials
Solutions
YBP is our U.S. vendor
Three approval plans: university presses, art, and music
Print only
PromptCat
14. About 150,000 ebooks from all sources, including:
Early English Books Online
Ebrary Academic Complete
Government Printing Office
Ebook Library patron-driven acquisitions
15. Ereader program, to discover the usefulness of
ereaders for academic purposes
Lending ereaders, iPads, as well as laptops, cameras,
and video equipment
Mobile application for the library
16. Ebook Library
Began the program in September, 2009
Two short-term loans, then an autopurchase
Payment started with a deposit account
First year $20,000
Second year $45,000
Third year $60,000
17. Our science librarian had experience with PDA in a
corporate setting
Two collection management librarians started the plan
We used funds from the science monographs budget at
first
Achieved buy-in from colleagues once the merits of
the plan were evident
We did not need approval from a higher administrative
level
18. Broad profile:
all publishers on our approval plans
relevant academic publishers
$500 price limit
publication date starting from January, 2007
all languages
Keyword exclusions: “for dummies,” “Cliff’s,” etc.
Librarians can make deletions
Librarians can purchase titles before use; these are
called firm orders
19. EBL has about 250,000 titles available
We show about 54,000 in our catalog
We have had activity on about 8% of the titles in our
catalog
20. Total titles invoiced: 4439
Short-term loans: 4009 (90%)
Autopurchases: 388 (9%)
Firm orders: 41 (1%)
Total titles browsed: 7487
Short-term loans: 54% of browsed
Autopurchases: 5% of browsed
21.
22. PDA is lower risk than our approval plans
Short-term loans decrease autopurchases
Our purchases support courses, not individual
research
Titles are used after purchase
Ebooks are used in all disciplines
23. Two possible sources of catalog records for EBL titles:
EBL free MARC records
Serials Solutions records
24. Quality issues: lack of subfield delimiters, series
numbering
Subjects headings were minimal and very broad
Extraneous information in Table of Contents such as
the words “Book cover,” “copyright,” etc.
25. Adapted from records for print versions by LC
High quality
However, a third of them are not LC but brief Books-
in-Print records from Bowker with no subject headings
26. We currently use Serials Solutions records
EBL has improved their records
Cataloging staff issues:
Huge sets of records added and deleted every month
Additions are straightforward
Make sure to have a plan for handling deletions
Ensure that autopurchases are not deleted
27. Statement of our deposit account activity
Detailed lists of short-term loans and autopurchases
including titles and cost per title
On EBL site, we can create reports
Counter reports
Usage reports
Invoice reports
28. Switch to vendor YBP
Add PDA to our regular acquisitions workflow
Pay title by title
We will receive data loads from YBP
We will incorporate ebooks into our approval plans
29. Put together a team
Decide on the coverage you want
Select a vendor
Create a budget
Decide whether to publicize the project
Monitor the process
Make changes as necessary
30. Deborah Lenares, Manager of Library Acquisitions and
Resource Sharing
Steve Smith, Manager of Collections Management and
Preservation
Ray Schmidt, Manager of Cataloging and Metadata
Sarah Becker, Acquisitions Librarian
sbecker @ wellesley.edu
781-283-3593
31. Lorri Huddy, CTW Librarian for Collaborative Projects,
Connecticut College, Trinity College, Wesleyan University
Beth Hansen, Director of Information Resources,
Connecticut College
Connecticut Library Association
Annual Conference 2012
33. Collection analysis of holdings
CTW CCD Funds for unique titles
Shared eBook project with PDA
Study of Undergraduates’ Use of eBooks
Gov Doc (FDLP) profile review
34.
35. Books purchased on 2nd user session
No Short Term Loans!
Entire book accessible each session
Print 60 pgs / Download 10 pgs
Access Levels:
Multiple Users (Year 1)
Single User (Year 2+)
36. 6,322 PDA records loaded
1,168 Titles opened by our users
= 18.5% of CTW’s PDA collection
571 titles purchased
Total Cost: $58,650 :: Avg $/Title = $98
597 titles opened once
Total Value: $64,300
37. Average price per ebook:
$131 MU and $77 SU
Sample eBook prices vs. Softcover
MU: $250 vs. $39 :: $160 vs. $24
SU: $126 vs. $28 :: $114 vs. $23
41. Detailed Profiling Workload/Workflow
Title Availability Publishers Practices
User Access Levels User Expectations
vs. Realities
Customer Service Purchase Triggers
45. Sarah Becker from Wellesley College
Sbecker@wellesley.edu
Beth Hansen & Lorri Huddy from CTW
Ehhan@conncoll.edu
Lhuddy@wesleyan.edu
46. Patron-driven acquisitions : history and best practices /
David. A. Swords. S.l. : De Gruyter Saur, 2011.
Breitbach, William, and Joy E. Lambert. "Patron-driven
ebook acquisition." Computers in Libraries July-Aug. 2011:
16+. General OneFile. Web. 11/16/2011.
“A dialogue on patron-driven acquisitions,” Rick Anderson
and Joe Esposito, 1/3/2012. <scholarlykitchen.sspnet.org>
Against the Grain. A publication “Linking
Publishers, Vendors and Libraries”. Its June 2011 issue
(Vol. 23, No. 3) is devoted to the topic of Patron-Driven
Acquisitions.
No Shelf Required. A blog about ebooks, moderated by
Sue Polanka. <www.libraries.wright.edu/noshelfrequired>
TeleRead blog. News and views on
ebooks, libraries, publishing and related topics.
47. Note: Images may be subject to copyright and cannot be used for commercial purposes
Photograph of Rodin’s “The Thinker” by Todd Martin
http://www.flickr.com/photos/tmartin/32010732/
Ducks in a Row:
http://rengawman.wordpress.com/2007/12/20/getting-your-ducks-in-a-row/
Ebook Library (EBL) logo: http://www.eblib.com/
Ebrary Banner: http://www.ebrary.com/corp/index.jsp
EBSCO eBooks Banner: http://www.ebscohost.com/ebooks
MyiLibrary Banner: http://www.myilibrary.com/Home.aspx
NetLibrary Logo: http://www.netlibrary.com/
Pool Balls:
http://www.flickr.com/photos/29071316@N06/3556143493/in/photostream/
Hanging Money image: Microsoft clip art collection
Oops Bubble Logo: http://www.legaljuice.com/oops sign bubble.jpg
"Which way?“ sign:
http://www.flickr.com/photos/tm-tm/3107926262/sizes/o/in/photostream/
Ebooks image:
http://mhpbooks.com/mobylives/wp-content/uploads/2010/07/ebooks1.jpg
Hacker at Work:
http://secforall.info/2009/06/29/portrait-of-the-developer-as-a-hacker/
Notas do Editor
For those of you new to PDA, you'll hear these acronyms today:First, PDA and DDA are similar terms used for: “an acquisitions model that enables libraries to provide access to titles (usually through the catalog) and only purchase the ones that patrons actually use. PDA can be for ebooks or print titles… the key is the provision of access before ownership. STLs refer to a pay-per-view model. Libraries pay fees so patrons may “borrow” an ebook prior to purchase. The library pre-determines the # of STLs they will pay before triggering a purchase. L oan periods can for one day or up to one month and are renewable. Fees vary based on the ebook’s price and the length of the loan. Usually, libraries have the ability to set a maximum cost per STL, adding an additional layer of mediation. DRMs are how publishers control their rights over digital content.They affect the user’s ability to copy, print or download and are negotiated between the vendor and publisher. The last 3 acronyms are the major players in the PDA plans that Sarah & Lorri will cover.
RecordsThe quality of records can vary so have your Tech Services staff review the vendor-supplied records to determine if they meet your cataloging standards and expectations and whether these can be customized?AuthenticationYou'll also want to have a variety of people test the authentication set-up(s) to ensure that students and faculty will be able to access your PDA titles on & off campus.DiscoveryThere are a wide-variety of methods that you can take advantage of to assure the PDA titles are discovered and used. Consider your discovery layer, and other points where your users might access your PDA titles, including your e-resources course mgt site, course reserves, and online research guides
Merged organization since 1999New Chief Information Office is Ravi Ravishanker
EEBO: 70,000 titles
Deposit account: vendor accounts for every STL and autopurchase, sends monthly invoices reflecting the status of the deposit account
Lower risk: we’re purchasing titles that have already been used three times; with approval plans we are guessing what our patrons need
The Summon interface allows deep keyword searching, which may make up for subject heading inconsistencies.
In Millennium, we create an order record for each autopurchase, which prevents deletion
Profiled to get academic titles in content areas that fit shared curricular needs. price limit: $250 (MU) and $150 (SU)MiL (Coutts) records Users first get a description page about the title If they then actually open the ebook, a session starts. Titles get purchased on the 2nd user session. >> There are no STLs because they aren’t an option Users can print or download multiple times during a sessionInitially wanted Multi-User access to avoid turnaways Usage showed this wasn’t necessaryBegan sharing Single User access at the start of Year 2 (Jan 2011) WithMiL, SU = 1+ users: unusual activity vs. an occasional simultaneous user. Funding: Initially, we set up a $45,000 deposit fund which lasted 1½ yrs.We now pay month-to-month invoices, and have spent $56,400 during the first two years.
Manual DDA will Use our YBP profiles to identify potential titles Selectors will see ebook and print options -- along w/ pricing They may “ADD to DDA” - all titles chosen will create CTW’s DDA pool.We hoped to use YBP records since that workflow is in place, but can’t batch selections – so EBL records. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~We’ll start with one week STLs to assure higher use before purchase. Each library controls its own STL settings.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Each library pays only for STL fees and purchases incurred by its own patrons. If a library triggers a purchase - it alone buys a copy and will have perpetual access to it. The other libraries’ will have access through their STL set up.The libraries could buy 3 copies of the same title -- If so, 2ndor 3rd copy is deeply discounted.In terms of MiL: Pulling titles – new additions to ebrary’s ACCRetain a business relationship w/ MiL due to the ebook market’s constant changes