4.16.24 21st Century Movements for Black Lives.pptx
A Learning Curve: Lessons Learned Driving Along the PDA Path
1. A Learning Curve: Lessons
Learned Driving Along the PDA
Path
Panelists:
Lynn Futch
Guy Leach
Chris Palazzolo
Olga Russov
Amy Bursi
Sofia Slutskaya
Ogeechee Technical College
Georgia Tech Library & Information Center
Emory University
Kennesaw State University
Georgia Perimeter College
Georgia Perimeter College
4. Do you have books that are never checked
out? PDA helps with this problem.
• Definition: Library user find and identify documents/books
prior to the library’s purchase of them; the library pays only for
what its patrons actually use.
• E-books purchased by the patron at time of use
• Immediate access to content
• Books found through library catalog
• Paid through an institutional account
• User is not aware if the book is owned or not
5. Possible Approaches
• Single preferred vendor/platform
• Options:
•
•
•
•
EBSCO
EBRARY
JSTOR
Project Muse
• Multiple platforms through YBP
• E-books from multiple platforms are available with the ability to select a preferred
platform
• Duplicate checking is possible against e-book and print collection
• Same acquisitions workflow as for print books
6. Vendor Selection Considerations
• Vendors vary significantly in terms of use, content/titles
inventory, format, etc.
• Multiple vendors vs. single vendor
7. Vendor Selection (cont)
• Vendor’s reputation and existing relationships with vendors
• Terms of use/license agreement with publishers
• Platform/interface/tools provided by vendors (how easy to select a
book, program management, payments, vendor’s response and
turnaround time)
8. Vendor Selection (cont)
• Purchasing models and acquisition options (ownership vs.
subscription, one time fee, annual access fee, annual
subscription cost, purchase, STL, lease, SUPO vs.
MUPO, threshold for triggering an acquisition)
• Vendor’s response and turnaround time
9. Budget Considerations
• Shrinking budgets
• Increasing prices
• Shifting from ―just-in-case‖ acquisitions model to ―just-in-time‖
• Control spending by limiting number of books offered for PDA
11. Emory: PDA/DDA Workflow/Process Issues
• Are discovery records uploaded automatically? How often? How does notification
of new loads work?
• Any additional technical specifications added to records?
• Are the records held in the catalog itself or are they piped into a discovery
service, e.g., Primo or Summon?
• Are liaisons able to choose records to add to DDA pool?
• Changes to records once title is triggered for purchase?
• Are records ever removed? How are they identified?
• How is invoicing handled?
12. GA Tech: PDA/DDA
Chose ebrary via YBP--Easy set up based on Slip Profile
$25,000 Deposit account--$200 price cap for eBooks
May 2010 Create YBP Slip Plan (move from Blackwell)
Jan. 2012 Sent ISBNs to YBP & Create Retrospective (Not
Used)
April 2012 Received first Discovery
Records
August 2013 Manual DDA made available to Subject Librarians
October 2013 Tiered DDA with ebrary, EBL and EBSCOhost
13. GA Tech: PDA/DDA Workflow
• Collection Development reviews each weekly batch of titles
• Compare against ebook subscriptions where the holdings are not in YBP
• Identify standing orders, non-monographic series, publishers/imprints, etc. to remove from DDA
• Collection Management adds and maintains catalog records
• Add 970 field ―ebrary DDA - discovery - loaded 2012‖ (now 2013)--date added for easy
retrieval, review and potential removal of records
• Replace discovery records with purchased records—change 970 field to ―ebrary DDApurchased‖
• Communicate internally and with subject librarians when DDA titles are purchased via firm
order
• Collection Development monitors usage and maintains statistics
• Review plan and make adjustments
• Review coverage and usage by subject areas/fund codes for impact on future funding
• Examine coverage and usage by Publishers to determine best source for acquisition
14. GA Tech: PDA/DDA Assessment
Review and Analyze
Loans & Purchases
Review Titles Used and
NOT Triggered for loan or
purchase
Review Turnaways
(default is single user—
upgrade if possible if
usage is high)
Review Usage of Books
Purchased
• 11,265 Discovery Titles--average of 662 Titles a month
• 910 Total loans--$11,896.51 in loans, $13.07 average loan
cost
• 582=1 loan, 215=2 Loans, 113= 3 loans
• Value of books loaned=$59,170.39
• 95 Title Purchased--$8,720.52
• 65 with Short Term Loan--$6,543.12
• 30 Purchased upon first use (no STL)--$2,177.40
• 859 Titles used but not triggered for loan or purchase
• Total Spent $20,616.17 in a 17 month period
15. GPC PDA Workflow
PDA/DDA
consideration
pool
Discovery
• Consideration pool created and activated in EBSCO Collection manager
• Deposit account ($5000 increments)
• MARC records for consideration pool titles are not added
• Discovery through EDS
Acquisitions
• Weekly notifications of purchased titles from EBSCO
• MARC records are added only for purchased titles
Evaluation/
Assessment
• Trigger report
• Usage after purchase
• Consideration pool evaluation
16. GPC Results
05/30/13 – 08/07/13 (10 week)
12/10/12 – 02/07/13 (9 weeks)
Selected for consideration
4000
Selected for consideration
4000
Total spent:
$4823.96
Total spent:
$4925.69
Titles purchased
Cost per title:
49
$100
Titles purchased
Cost per title:
88
$56
Selections parameters:
Selections parameters:
• Unlimited simultaneous use
• One user
• Price per titles - $200 or below
• Price per titles - $100 or below
20. Assessment
• Cost per title
• ROI
• Circulation statistics
• Counter usage reports and turnaways
• Fit
• User behavior and satisfaction
• Others?
21. GPC Assessment: Trigger Reasons
Page Turns, 67.2%
Time in Book, 14.6%
Download, 11.7%
Printing, 6.6%
1
22. GPC Assessment: Use after Purchase (Jan.– Jul.
2013)
none
8.20%
1 time
20.40%
2 times
10.20%
3 - 4 times
20.40%
5 -9 times
22.40%
10 and more
0.00%
18.40%
5.00%
10.00%
15.00%
20.00%
25.00%
23. Questions?
• Lynn Futch
College)
lfutch@ogeecheetech.edu (Ogeechee Technical
• Guy Leach
guy.leach@library.gatech.edu (Georgia Tech Library)
• Chris Palazzolo
Cpalazz@emory.edu (Emory University)
• Olga Russov
orussov@kennesaw.edu (Kennesaw State University)
• Amy Bursi
amy.bursi@gmail.com (Georgia Perimeter College)
• Sofia Slutskaya
sofia.slutskaya@gpc.edu (Georgia Perimeter College)
Notes de l'éditeur
Lynn
LynnIn the library world, PDA means Patron Driven Acquisition:In academic libraries, we’ve gotten very good at understanding our patrons’ needs in the aggregate: we know the curriculum and we know our faculties and their areas of research interest, and that knowledge has always guided our collecting strategies. This means, for example, that it’s possible for me to know that my faculty needs good books on high-energy physics. The problem is that it’s not possible to buy “books on high-energy physics.” It’s only possible to buy specific books on high-energy physics, which necessarily entails not buying other books on high-energy physics, and my ability to predict which exact books on high-energy physics my patrons will need and use is very limited. Remember that the purpose of the collection isn’t to be a great collection; it’s to connect patrons with exactly what they need
LynnPDA is built on a deceptively simple premise: in a largely digital information environment, it’s increasingly possible to let library users find and identify desired documents prior to the library’s purchase of them, and for the library to pay only for what its patrons find and actually use. When a patron’s use of an ebook or journal article passes a certain agreed-upon threshold (a certain number of ebook pages read, for example, or the download of a complete article) the library is charged, the document acquired, and the patron never knows that the document was not part of the “collection” to begin with. Such an arrangement has the potential to be enormously liberating for library users, and to solve one of the library’s longstanding and fundamental problems: the fact that traditional “just-in-case” collections give patrons access to only a tiny (and inconsistently relevant) sliver of the population of documents that are actually available for use.But like all acquisition and access models, PDA is imperfect, its manifestations are numerous and to some degree chaotic, and its availability raises lots and lots of questions, many of which I find myself trying to answer during the Q&A segments at the ends of my presentations. Several questions arise repeatedly, which suggests to me that there’s broad interest in answers to them. Here are some of those questions, with my attempts at responses.