e-books part 1: can i access the world? involving users in e-book acquisition and sharing
DESCRIPTION
What are the challenges of providing patron-driven acquisition (PDA) and sharing of digital library resources using e-books? Get both the librarian and the publisher perspective of their experience in implementing PDA.TRANSCRIPT
Understanding Critical Elements of E-books: Acquiring, Sharing, and
Preserving
Part 1: Can I Access the World? Involving Users in E-book Acquisition and Sharing
May 16, 2012
Speakers: Robert Johnson, Beth Bernhardt, Christine Fischer, and Lenny Allen
http://www.niso.org/news/events/2012/nisowebinars/ebooks_acquisition_and_sharing/
Patron Driven Acquisitions: Essentials and OptionsRobert Johnson
Patron Driven Acquisitions
•Essentials▫Have a desired outcome▫Include key staff from across the library▫Ask many questions
•Options▫Speak to many vendors▫Try something new
Patron Driven Acquisitions
•Access▫SUPO, MUPO, TUPO?▫Platform
Downloadable e-reader Handheld device Device agnostic (PDF/HTML)
Patron Driven Acquisitions
•Purchasing▫How many clicks constitute a purchase?
3 clicks appears common Time spent on resource
▫What constitutes a click? Viewing the table of contents Accessing actual content Actions – printing, searching full-text, etc.
Patron Driven Acquisitions
•ILL▫PDA “solves” ILL! (for lenders)
Fast and cost effective for most titles▫Except when it doesn’t (for borrowers)
Consortial agreements, resource libraries▫To find a solution, ask!
Patron Driven Acquisitions
•Content▫When is it available?▫How much is available?▫Vendor/Publisher relationship▫Can you match your approval plans with
the Ebook vendor?
Patron Driven Acquisitions
•UCI Pilot (PIA)▫Save Money▫Reallocate librarian effort▫Provide access to patrons▫Presentations from Coutts, EBL, Ebrary,
NetLibrary (currently using EBL/YBP) See Sue Polanka’s blog post for detailed
chart: http://www.libraries.wright.edu/noshelfrequired/2010/01/06/checklist-for-evaluating-patron-driven-business-models/
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Approvals with PIA
From: “Patron Driven Ebook Acquisition” http://www.slideshare.net/htomren/c204-sibert
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Slips with PIA
From: “Patron Driven Ebook Acquisition” http://www.slideshare.net/htomren/c204-sibert
Patron Driven Acquisitions
•USC Norris Medical Library Pilot▫Evidence Based Collection Development▫Discover patron patterns▫Mediated purchasing to correct for
overrepresented patron use
Patron Driven Acquisitions
•USC Norris Medical Library Pilot▫100 Elsevier titles (current, not
retrospective)▫Unlimited use for 1 year
Loaded in catalog/ERDB Science Direct Platform Monthly reports
▫At end of year, library decides which titles to purchase
Patron Driven Acquisitions
•Determine your institution’s needs•Customize to fit your specific needs•Build evaluation into the process
Additional Reading• De Fino, M., & Lo, M. L. (2011). New roads for patron-driven E-books: Collection development
and technical services implications of a patron-driven acquisitions pilot at Rutgers. Journal of Electronic Resources Librarianship, 23(4), 327-338. doi:10.1080/1941126X.2011.627043
• Esposito, J. (2012). Sizing the market for patron-driven acquisitions (PDA) The Scholarly Kitchen, Retrieved from http://scholarlykitchen.sspnet.org
• List, C. (2011). Tales from Timberline: The 2011 acquisitions institute at Timberline Lodge. Collection Management, 36(4), 246-252. doi:10.1080/01462679.2011.605831
• Novak, J., Powell, K., Sibert, L. & Tomren, H. Patron-driven ebook acquisition Retrieved from http://www.slideshare.net/htomren/c204-sibert
• Polanka, S. Checklist for evaluating patron driven business models Retrieved from http://www.libraries.wright.edu/noshelfrequired/2010/01/06/checklist-for-evaluating-patron-driven-business-models/
• Polanka, S. (2009). Off the shelf: Patron-driven acquisition. Booklist, 105(9), 121-121. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&db=lxh&AN=36323857&site=ehost-live
• Schroeder, R. (2012). When patrons call the shots: Patron-driven acquisition at Brigham Young University. Collection Building, 31(1), 11-14. doi:10.1108/01604951211199128
• Shen, L., Cassidy, E. D., Elmore, E., Griffin, G., Manolovitz, T., Martinez, M., & Turney, L. M. (2011). Head first into the patron-driven acquisition pool: A comparison of librarian selections versus patron purchases. Journal of Electronic Resources Librarianship, 23(3), 203-218. doi:10.1080/1941126X.2011.601224
Beth BernhardtElectronic Resources Librarian / UNC Greensboro
And
Christine FischerHead of Acquisitions / UNC Greensboro
Patron-Driven Acquisition: Lessons Learned and Still Learning
NISO – May 16th 2012
UNC Greensboro Carnegie Classification – Doctoral Intensive
Univ. I FTE is 17,157 Collection
2.8 million items (books, gov docs & microforms)
42,666 journals in Journal Finder 320+ electronic databases
NC’s Women’s College until 1963
Why did we start a pay per view program? Changing user expectations Changing roles for librarians Changing research needs One of the first in the country to provide journal
article pay per view - so why not Circulation statistics Research studies
Why Try Patron-Driven Acquisition?
Price and McDonald Scope of the overall dataset
1 Ebook Vendor – EBL (Ebook Library)
11 Libraries
28,327 ebooks bought from 2006 - 2009
212,887 uses during that period
Purchase Models: User Selection, Pre-Selection, or Mixed
Summary from Price and McDonald
Are user-selected ebooks used less often than preselected ebooks?
No. User-selected ebooks are used ≈2-5x more often
Do user-selected ebooks have a narrower audience?No. User-selected ebooks are used by ≈2-3x more unique users
Are user-selected collections less balanced by subject?
No. User-selected collections are similarly balanced.
More information:Price, Jason and John McDonald et al. “Beguiled by
Bananas? A retrospective study of usage and breadth of patron- vs. librarian- acquired ebook collections” Charleston Conference 2009.
http://www.katina.info/d/2009presentations
Polanka, Sue “Patron-Driven Acquisition.” Booklist. Volume 105 no.9/10 (Jan. 1-15, 2009) p.121
MyiLibrary
Started in 4/1/2009 One subject area – Computer Science Set up a profile 1,144 ebooks that matched the profile were
loaded into the OPAC 70 ebooks ordered – total $7,010 First access is at no cost, second full access
triggers purchase
More Subjects Included In 2011, expanded our offerings to include
ebooks from Physics, Chemistry, Nursing and Business
In 2012, opened up to all disciplines
Coutts MyiLibrary PDA PurchasedFiscal Year Quantity Paid
FY2009 51 $4,763.52FY2010 36 $3,852.53FY2011 238 $22,046.81FY2012 (through April) 482 $40,148.28TOTAL 807 $70,811.14
COUTTS INFORMATION SERVICES
UNCG - Ebook Patron Selection Plan Description Patron Selection Exclude
Appendix HM - Sociology (General)
Works First Published In * - Countries SLanguage * - Languages XLanguage eng - English SReadership Level Community College/6th Form X Lower Undergraduate S Upper Undergraduate S Graduate - Research S General - Academic S General - Popular X Juvenile X Young Adult XMaterial Type Book X Music Score (CDN Only) X E-Books SFormat Titles without Format SFormat Book with Media S Coffee Table Book X Computer Manual S
Acquisitions - ordering
Order ebook unless print specified by requestor Some faculty continue to choose print May be a delay in availability e- vs. print Order ebooks from numerous sources Patron-Drive Acquisition (PDA) does create
duplication with firm/approval books
Some Solutions Developed workflow with Coutts to send ebook
holdings each month just prior to file download Vendor eliminated duplication before supplying
MARC records Notified vendor which publishers to eliminate
from profile when ebook packages were purchased
BUT – “What about my budget” Safe guards in place
– Vendor plans differ but can include: Deposit accounts Set price limits Real-time invoicing Cut off access if needed Usage Statistics Revisit the Profile
Percentage Purchased
Records Downloaded
Titles Purchased
% Purchased
FY2010 1,218
36 3%
FY2011 4,231
238 5.6%
FY2012 thru 5/8/12
6,234 482 7.7%
TOTAL 11,683 756 6.5%
Conclusion Monitor our Patron-Driven Acquisition program
by looking at statistics and books purchased Compare ebooks purchased by librarians/
professors with that purchased by patrons Continue to pursue more types of Patron-Driven
Access Still continue with the traditional purchasing
models
Thank youBeth Bernhardt
Electronic Resources Librarian / UNC Greensboro
336-256-1210
Christine Fischer
Head of Acquisitions / UNC Greensboro
336-256-1193
Demand Driven Acquisitions & the Scholarly Publishing Business Model
Lenny Allen, Director of Institutional Accounts
NISO Webinar:Understanding Critical Elements
of E-books
May 16, 2012
The Monograph Publishing Model:Where Do Monographs Come From?
•Scholars submit proposals to appropriate editors
•Or good editors seek out good scholarship
•Proposal is peer reviewed
•Sales are forecast and title is approved for acquisition
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The Monograph Publishing Model:Key Business Considerations
• Author advance• Author royalty• Production costs• List price• Discipline / Editorial strategy• Sales Forecast
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The Monograph Publishing Model:Sales Forecast & Trajectory
• Lifetime unit sales in the 400 - 600 range
• 80% of monograph sales within first year
• High % of sales via approval plans/slip orders
• Historically consistent and highly predictable
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The Monograph Publishing Model:The P&L (Profit & Loss)
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3 Year Sales Year 1 Year 2 Year 3 Total
Domestic 400 75 25 500
Export 75 75
Other
Total 475 75 25 575
• Sales are forecast for a 3 year period
• Includes domestic and export figures
• Other = special sales
The Monograph Publishing Model:DDA Impact on the Current Business Model
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Current Model = Highly Predictable
DDA = Less Predictable
Advance
Royalty
Production Cost
Unit Sales in 500 Range
?
80% of sales within first year
?
The Monograph Publishing Model:The P&L
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3 Year Sales Year 1 Year 2 Year 3 Total
Domestic 400 75 25 500
Export 75 75
Other
Total 475 75 25 575
3 Year Sales Year 1 Year 2 Year 3 Total
Domestic ? ? ? ??
Export ? ??
Other
Total ?? ?? ?? ??
The Monograph Publishing Model:How Are We Adapting Our Current Model to DDA?
• Invest in Discoverability (and keep investing)
• The Oxford Index
• Experiment with DDA offerings via aggregators
• Data Analysis + More Data Analysis
–Sales trends + calendarization
–Discipline trends
–Print sales trends
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The Monograph Publishing Model: Future Trends & Opportunities
•XML: provides greater functionality & flexibility
•Title by Title sales: provides the ability to customize offerings & mirror approval plans
•Librarian – Supplier – Publisher collaboration is critical
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