The document discusses recommendations for new forms of discovery and purchasing in libraries using demand-driven acquisitions (DDA). It outlines four broad goals for DDA programs: saving money, spending the same amount more wisely, providing broader access, and building a permanent collection via patron input. The recommendations address establishing goals, choosing content and DDA models, profiling, loading and removing records, assessment, preservation, and consortial DDA. The presentation of these recommendations aims to develop a flexible DDA model that meets local needs while allowing for consortial participation and cross-aggregator implementation.

1. New Forms of Discovery and
Purchasing in Libraries: Demand
Driven Acquisitions
NISO/BISG 8th Annual Forum
Las Vegas
June 27, 2014
Michael Levine-Clark
Associate Dean for Scholarly Communication
and Collections Services
University of Denver

2. http://www.niso.org/publications/rp/rp-20-2014

3. 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

4. RECOMMENDATIONS

5. 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

6. 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

7. Spending Same Amount More Wisely
• Larger pool of titles, emphasis on temporary
access
• Smaller pool of titles, emphasis on perpetual
access

8. Providing Broader Access
• Most expansive pool possible
• Emphasizing STLs over perpetual access
• In evidence-based programs, having a higher
usage threshold prior to purchase

9. 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

10. 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

11. 3. Choosing DDA Models
Mix 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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.

18. 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)

19. 10. Public Library DDA
• Mediated
• Wish lists
• Often not through the catalog

20. 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

21. Thank You
Michael Levine-Clark
michael.levine-clark@du.edu