workflow changes to support patron-driven acquisitions at ecu

WORKFLOW CHANGES TO SUPPORT PATRON-DRIVEN ACQUISITIONS AT ECUASERL WebinarFebruary 7, 2013Lisa BarricellaEast Carolina University

Emphasizing workflow for a new print patron-driven service

ECU and Joyner Library Facts & Figures 27,386 students 21% are enrolled solely as Distance Education students Many on campus students take both face-to-face and online

classes Doctoral/Research University status as defined by The

Carnegie Foundation Joyner Library has 1.9 million volumes SirsiDynix Symphony ILS Materials budget of 4.5 million

$641,000 for monographic purchases

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History and Adoption of Various Types of Patron-Driven Acquisitions ServicesFall 2006 ILL Purchase on Demand

Now mainstream workflow $10,000 budget No plans to disband even with implementation of Print PDA

August 2011 Patron-Driven Ebooks YBP and Ebrary Now mainstream workflow $31,000 budget

January 2013 Patron-Driven Print Books YBP Shares $31,000 budget with Ebook PDA Still a pilot project

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Summary of Patron-Driven Ebooks Transparent to patrons Records across almost all subject areas 6955 discovery records thus far

3200 were an initial load rest are records profiled weekly by YBP we import the records quarterly

244 purchased titles 444 titles used, not triggered $14,000 spent 2011-2012 FY (139 titles) $9800 spent so far this FY (105 titles)

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Workflow Changes Implemented for Patron-Driven Ebooks

Creation of item type in Symphony ILS Creation of Ebook email distribution list Collection Developers review batches of discovery

records before import Cataloging staff import discovery records quarterly Discovery records used to create purchase order in

the ILS Use of a tracking spreadsheet that is shared

between departments and updated weekly

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How About Offering Print PDA?

Why? Expansion of just-in-time acquisitions Hope to see increase in circulation of print collection Ebook PDA was deemed a success Money was available

What? Books in subject areas of: Geography, History, Political Science,

Religion & Sociology Price cap of $125 for single volume De-duped against our other book profiles with YBP

When? Started working on implementation late summer/fall 2012 Went live January 9, 2013

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How Did It Go? Implemented substantive changes to all the records supplied

by YBP which required planning and deliberation Changes to records supplied by YBP in turn changed workflow

of monographic acquisitions staff for all YBP orders, not just Print PDA

Implemented Google Books Preview which is a nice enhancement for patrons

Ebook ordering challenges Ultimately the changes to acquisitions workflow brought about

by Print PDA will be a timesaver

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Changes to Records Supplied by YBP Added Export Plus records EOCR switched to EOCR Plus (mostly…) OCLC Promptcat switched to YBP OCLC-Plus EDI invoices for more subaccounts

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Workflow Changes Implemented for Patron-Driven Print Books Creation of item type in Symphony ILS Modifications to record import profiles in Symphony ILS Creation of book request email distribution list Collection Developers review profile matches in Gobi

weekly and trigger the Export Plus records Cataloging staff import Export Plus records weekly Creation of 2nd RUSH ordering subaccount in Gobi that

does not generate EOCR Plus records Discovery records used to create the purchase order in

the ILS

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Workflow Changes Implemented for Patron-Driven Print Books, cont. Acquisitions specific info present in YBP OCLC-Plus

records allowing for auto PO generation on more subaccounts

Match point present in more records to expand ability to do EDI invoicing

Purchase requests come via email generated from online request form

Central FTP location for all records related to YBP print purchases, elimination of OCLC

Selectors and acquisitions staff must be mindful to look for export note in Gobi record to determine if a firm order is necessary

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Results

5071 Print PDA discovery records 4575 from retro loads 496 from weekly profile match loads (averages

99/week)4 Purchases since January 9, 2013

$338.40 spent

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Catalog Record – Patron View

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Online Request Form

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Email Notice

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Gobi View of Export Record

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Thank YouLisa Barricella

Monographic AcquisitionsJoyner Library

East Carolina University252-328-0838

barricellal@ecu.edu

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