new forms of discovery and purchasing in libraries: demand driven acquisitions
DESCRIPTION
New Forms of Discovery and Purchasing in Libraries: Demand Driven Acquisitions June 27, 2014 - 12:00 p.m. - 4:00 p.m. 8th Annual NISO/BISG Forum: The Changing Standards Landscape: Managing an Increasingly Complex and Interconnected World of Content Michael Levine-Clark Associate Dean for Scholarly Communication and Collections Services, University of DenverTRANSCRIPT
New Forms of Discovery and Purchasing in Libraries: Demand
Driven Acquisitions
NISO/BISG 8th Annual ForumLas Vegas
June 27, 2014
Michael Levine-ClarkAssociate Dean for Scholarly Communication
and Collections ServicesUniversity of Denver
http://www.niso.org/publications/rp/rp-20-2014
Goals
• Develop a flexible model for DDA that works for publishers, vendors, aggregators, and libraries.
• Model should allow for DDA programs that– Meet local budget and collection needs – Allow for consortial participation– Support cross-aggregator implementation– Account for how DDA impacts all functional areas of
the library
RECOMMENDATIONS
1. Establishing Goals
• Four Broad Goals for DDA– Saving Money– Spending The Same Amount of Money More
Wisely– Providing Broader Access– Building a Permanent Collection via Patron Input
Saving Money
• Providing access to fewer books• Emphasizing temporary access (STLs) over
perpetual access (purchasing)• In evidence-based programs, having a higher
usage threshold prior to purchase
Spending Same Amount More Wisely
• Larger pool of titles, emphasis on temporary access
• Smaller pool of titles, emphasis on perpetual access
Providing Broader Access
• Most expansive pool possible• Emphasizing STLs over perpetual access• In evidence-based programs, having a higher
usage threshold prior to purchase
Building a Permanent Collection via Patron Input
• Having a tightly-focused profile/smaller consideration pool
• Emphasizing perpetual access over STLs• In evidence-based programs, having a lower
usage threshold prior to purchase
2. Choosing Content to Make Available• Important Issues – Not all p-books available as e-books– No single supplier provides all e-books– Not all e-books available via DDA or under same models
• Therefore– More comprehensive coverage requires more suppliers
and more models– Broadest coverage possible = include print– Approval vendors can help manage DDA across multiple
suppliers• Publishers should recognize that libraries may wish
to limit number of suppliers, and plan accordingly
3. Choosing DDA ModelsMix of auto-purchase and STL based on goals of program
• Auto-Purchase– Purchase triggered on the first use longer than free browse– Purchase triggered after set number of uses– Purchase triggered after set number of STLs
• STL – A set number of STLs prior to auto-purchase– Only STLs, with no auto-purchase
3. Choosing DDA Models
• Evidence-based acquisition– Sometimes only option based on platform
capabilities– Library and publisher should develop expectations
based on analysis of past usage
• Publishers may wish to participate in some or all models.
• Some concern by publishers about sustainability of STL
4. Profiling• DDA profiles should be based on the broadest
definitions possible within these areas, and relative to goals of the program– Subject coverage should provide access to a wide range
of content, even in subjects that may not be core– Retrospective coverage for critical mass• Especially in programs that otherwise limit coverage• May or may not overlap with print holdings, depending on
library preference
5. Loading Records
• Libraries should– Load records regularly and as soon after receipt as
possible– Load records into as many discovery tools as
possible– Code records for easy suppression or removal– Enrich metadata to increase discoverability– Load point-of-purchase records after purchase to
ease acquisitions workflow/payment
6. Removing Content
• Libraries should:– Remove records from all discovery tools as soon as
feasible, often using supplier’s delete file– Establish regular cycle for removal– Maintain a record of titles removed for
assessment
7. Assessment• There are multiple reasons for assessment, so
this should be planned from the start– Measuring overall effectiveness of the program– Measuring success at cost reduction– Measuring usage– Predicting future spending– Managing the consideration pool
• Data sources might include– COUNTER reports– Vendor/publisher supplied reports– ILS or other local data
8. Preservation
Libraries and publishers should work together to ensure that un-owned content remains available, perhaps in partnership with third-party solutions such as LOCKSS and Portico.
9. Consortial DDA• Three basic models– Multiplier (a multiple of list price allows shared
ownership)– Limited Use (shared ownership, but with a cap on
use before a second copy purchased)– Buying Club (shared access to consideration pool,
but individual ownership)
10. Public Library DDA
• Mediated• Wish lists• Often not through the catalog
Recommended Practice
Presentation will be on Slideshare:http://www.slideshare.net/MichaelLevineClark
Recommended Practice: http://www.niso.org/publications/rp/rp-20-2014
Survey results:http://www.niso.org/apps/group_public/download.php/12541/
DDA_Survey_Results.pdf
