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Josh Petrusa
Assoc. Dean for Technical Services
                  Butler University
                ILF, Noblesville, IN
                    August 7, 2012
What‘s that got to do
with…?
Patron-Driven Acquisition (PDA):
   “any system whereby documents are
   acquired by the library in response to
   patrons' direct requests or selections,
   rather than in response to librarians'
   speculations about which specific
   documents patrons are going to need”
   Rick Anderson, University of Utah
http://www.alaeditions.org/blog/181/patron-driven-acquisition-rick-
    anderson-answers-your-questions
Why is this important?
 Relevancy
 Patron demands
 Limits of traditional collection
  development
 What is the purpose of our collection?
Is it new?




 Source: http://www.flickr.com/photos/duncan/1991588954/
―While most librarians seriously
  considered users‘ requests for
  specific titles… in general librarians
  selected the vast majority of titles. To
  borrow a term from industry, librarians
  historically built collections on the ‗just
  in case‘ inventory model.

Nixon, Judith, Robert Freeman, and Suzanne Ward . "Patron-Driven
   Acquisitions: An Introduction and Literature Review." Collection
   Management. 35. (2010): 119-124.
―Is Selection Dead? The Rise of
Collection Management and the
Twilight of Selection,‖

 ALCTS/Collection Management &
 Development Section (CMDS) at ALA‘s
 2011 Midwinter Conference
Anderson on Collections
    ―Recently and quite suddenly, this fundamental
    reality of the information world has
    changed. Now, the documents that our
    patrons need are very frequently available in
    digital formats that make them easy to find and
    make near-instantaneous acquisition of them
    possible for the first time in human history... At
    the same time, library acquisition budgets are
    under unprecedented pressure. These two
    facts should lead us to rethink our traditional
    collection-building practices at a pretty radical
    level.‖
http://www.against-the-grain.com/2011/05/v-23-2-is-selection-dead-the-rise-of-
collection-management-and-the-twilight-of-selection/
http://www.slideshare.net/CharlestonConference/let-them-eat-everything-by-rick-anderson-university-of-utah
http://www.slideshare.net/CharlestonConference/let-them-eat-everything-by-rick-anderson-university-of-utah
"Patron-Driven Acquisition: Radically
Rethinking the Collection― – ALA
Editions
 http://www.alaeditions.org/blog/180/contin
 uing-conversation-patron-driven-
 acquisition-radically-re-thinking-
 collection-session-

 http://www.alaeditions.org/blog/181/patro
 n-driven-acquisition-rick-anderson-
 answers-your-questions

 http://www.alaeditions.org/blog/176/patro
 n-driven-acquisitions-readings




Image by hindsl at www.flickr.com/photos/55688631@N03/5375140845/
―Patron-Driven Acquisition and the
Educational Mission of the Academic
Library‖
   ―Failure to distinguish between students‘
    immediate desires and their long-term educational
    needs
   Failure to make full use of librarians‘ knowledge
    and expertise
   Failure to represent the full range of library
    stakeholders, such as future students and faculty
   Systematic and idiosyncratic biases in selection
   Potential overspending and associated budgetary
    problems
   Cataloging issues that may impede information
    discovery‖
 Walters, W.H. Library Resources & Technical Services 56(3) 2012, 199-213
How do we reprogram
HAL?
How can PDA work?
   Where do patrons discover items?
   Are available items pre-selected/screened?
   Are the purchase requests mediated?
   Are items rented or purchased? Can the user
    tell the difference
   How will payment/fund accounting work for the
    user and the library?
   What can the user do with purchased items?
   What does this mean for
    ownership/preservation?
Case study: Norwich Univ.
 Previous institution
 Private military college
 Online Graduate
  programs
 Also moving into web-
  scale discovery,
  management systems
 Budget issues
                             http://norwich.typepad.com/wickpics/2011/02/a-
  absorbed by book line      beautiful-day-for-a-hike-on-paine-mountain.html
Ebook Library (EBL)
www.eblib.com
 Good selection of academic content
 Short –term loans (rental option)
 Downloading available
 Mediated vs Non-Mediated option
 MARC in OCLC; decent interface
 Usage terms for ownership titles
 Integration with Ezproxy for
  authentication
Discovery - How will patrons
find?
 Local MARC or direct to vendor
  interface?
 LOTS of data
 OCLC WMS in 2011
Pre-selection?
 Available in
  EBL‘s admin
 Pre-selection
  also now
  happening via
  OCLC WMS
  admin
 (Ebrary‘s PDA
  admin shown)
http://www.ebscohost.com/ebooks/patron-driven-acquisition
Mediation
 Mediation – do requests need to be
  approved?
 Time/price negotiation
 Email?
 Direct Purchase?
 Norwich has moved to an automatic 7
  day loan when one is requested
The money stuff
 Short term loans/rentals – cost savings
  of % from full price purchase
 Move to purchase on the fourth 7 day
  loan of an item (less than 2% of activity)
 Originally intended for online students,
  on-campus use has increased, now 50-
  50 with distance
 Expect to spend $25,000 this year,
  funding from various budget lines
Guide created by Heidi Steiner, Distance Learning Librarian, Norwich University
Success at Norwich?
 Increased on-campus use
 Increase in total usage
 Complement to declining book budget
 Students silently happy?
Ebrary‘s 2011 Global Student
Ebook survey, compared with
‗08
Key findings of the survey of more than 6,500
   students include the following:
• E-book usage and awareness have not
   increased significantly in 2011 over 2008
• Preference for printed books over electronic
   books has not changed: Both are still equally
   important
• The vast majority of students would choose
   electronic over print if it were available and if
   better tools along with fewer restrictions were
   offered

http://www.ebrary.com/corp/newspdf/ebrary_2011_Student_Survey.pdf
―Tools and Restrictions‖
 DRM – Adobe? Epub?
 Downloading available for MY device?
 Publishers in the way?
 Ebrary announces downloading; Wayne
  Bivens-Tatum blogs the 18 Easy Steps
  (at http://bit.ly/tpeHHr)
 About those devices…
Old Devices
New Devices
Access/Ownership
“If it were available”
 Ebooks available as PDA have changed
  the game.
 We will still pre-select and buy print
  books (just in case & preservation)
 Library no longer the only place to
  discover information
 Patrons are connected to data without
  us; we need to insert the library into their
  workflow
Discovery?
Full-text indexing?
Ebook Angst




http://www.inthelibrarywiththeleadpipe.org/2012/the-ebook-cargo-cult/
Ebook Angst…




http://librarianinblack.net/librarianinblack/2012/08/ebookssuckitude.html
Ebook Angst




http://www.thedigitalshift.com/2012/07/ebooks/ebooks-choices-and-the-soul-of-
librarianship/
Ebook Angst




http://www.americanlibrariesmagazine.org/e-content/50-shades-red-losing-our-shirts-ebooks
Ebook Angst




http://www.thedigitalshift.com/2012/06/ebooks/all-hat-no-cattle-a-call-for-libraries-
to-transform-before-its-too-late/
http://douglascountylibraries.org/content/ebooks-and-DCL
Ebook
Angst
http://ssrn.com/abstract=2111396
Concern – imbalanced
 collection?




http://www.flickr.com/photos/stankuns/3229592156/
Usage Study – Quality?
 Does PDA allow unwanted content?
 Ebook Library (EBL) PDA at 5 schools
 PDA titles used twice as often as
  librarian selected ebooks
 PDA ebooks saw more users per title
  than pre-selected ebooks
 PDA collection had fewer ―no use‖ titles
  than pre-selected

J. McDonald and J. Price, ―Beguiled by Bananas‖, Charleston
Conference 2009 http://bit.ly/u04u9y
Getting It System Toolkit
(GIST)
  Developed at SUNY Geneseo
 Add-on for ILLiad
 Enables user requests to become loans or
   purchases
 Improved patron interface
 Integrations with WorldCat API, Google Books,
   HathiTrust
http://gettingitsystemtoolkit.wordpress.com/about/
http://www.slideshare.net/gettingitsystemtoolkit/gist-for-illiad-webpages
Overdrive?
Academic / Public differences
 Content availability – pre-selection?
 High-use/demand items (license levels)
 Digital divide/download issues
 Publishers and their, um… tactics
 Preservation questions – question of
  mission?
http://www.geekhangover.com/news/2010/7/18/dmn-you-drm.html
DRMinator
―Ultimately, we know what our users want in ebooks:
the same freedom they have with electronic
journals. Most publisher platforms provide this
freedom—aggregator platforms don‘t. The question
at hand then is: should libraries be forced to choose
between broad, sophisticated, effective patron
driven acquisition systems uniquely provided by
aggregators and DRM-free ebooks uniquely provided
by publishers‖
Price, J.S. (2011) Patron driven acquisition of publisher-hosted content:
Bypassing DRM. Against the Grain 23(3):16-18
More from Anderson
 ―The purpose of a collection is not to be a
   wonderful collection; the purpose of a
   collection is to meet the information needs
   of library users. If it is now possible to
   meet those needs by means other than
   traditional collection-building (perhaps by
   means of patron-driven, just-in-time
   acquisition), and if budget cuts increase the
   opportunity cost of every dollar spent on a
   book, then don‘t we have a professional
   duty to explore those other means? ‖
http://www.against-the-grain.com/2011/05/v-23-2-is-selection-dead-the-rise-of-
collection-management-and-the-twilight-of-selection/
What‘s stopping us?




 Traditional collection philosophy
 Catalogs/systems that don‘t support
  information about non-owned items
 Reluctance to support multiple
  unfamiliar devices we don‘t own
Thank You

Josh Petrusa
jpetrusa@butler.edu

HAL 9000 in the library clip at
http://youtu.be/WG2xeJ2j5OE


Presentation at
http://slidesha.re/uZeQH4

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Open the collection doors, please, HAL

  • 1. Josh Petrusa Assoc. Dean for Technical Services Butler University ILF, Noblesville, IN August 7, 2012
  • 2.
  • 3. What‘s that got to do with…? Patron-Driven Acquisition (PDA): “any system whereby documents are acquired by the library in response to patrons' direct requests or selections, rather than in response to librarians' speculations about which specific documents patrons are going to need” Rick Anderson, University of Utah http://www.alaeditions.org/blog/181/patron-driven-acquisition-rick- anderson-answers-your-questions
  • 4.
  • 5. Why is this important?  Relevancy  Patron demands  Limits of traditional collection development  What is the purpose of our collection?
  • 6. Is it new? Source: http://www.flickr.com/photos/duncan/1991588954/
  • 7. ―While most librarians seriously considered users‘ requests for specific titles… in general librarians selected the vast majority of titles. To borrow a term from industry, librarians historically built collections on the ‗just in case‘ inventory model. Nixon, Judith, Robert Freeman, and Suzanne Ward . "Patron-Driven Acquisitions: An Introduction and Literature Review." Collection Management. 35. (2010): 119-124.
  • 8. ―Is Selection Dead? The Rise of Collection Management and the Twilight of Selection,‖ ALCTS/Collection Management & Development Section (CMDS) at ALA‘s 2011 Midwinter Conference
  • 9. Anderson on Collections ―Recently and quite suddenly, this fundamental reality of the information world has changed. Now, the documents that our patrons need are very frequently available in digital formats that make them easy to find and make near-instantaneous acquisition of them possible for the first time in human history... At the same time, library acquisition budgets are under unprecedented pressure. These two facts should lead us to rethink our traditional collection-building practices at a pretty radical level.‖ http://www.against-the-grain.com/2011/05/v-23-2-is-selection-dead-the-rise-of- collection-management-and-the-twilight-of-selection/
  • 12. "Patron-Driven Acquisition: Radically Rethinking the Collection― – ALA Editions http://www.alaeditions.org/blog/180/contin uing-conversation-patron-driven- acquisition-radically-re-thinking- collection-session- http://www.alaeditions.org/blog/181/patro n-driven-acquisition-rick-anderson- answers-your-questions http://www.alaeditions.org/blog/176/patro n-driven-acquisitions-readings Image by hindsl at www.flickr.com/photos/55688631@N03/5375140845/
  • 13. ―Patron-Driven Acquisition and the Educational Mission of the Academic Library‖  ―Failure to distinguish between students‘ immediate desires and their long-term educational needs  Failure to make full use of librarians‘ knowledge and expertise  Failure to represent the full range of library stakeholders, such as future students and faculty  Systematic and idiosyncratic biases in selection  Potential overspending and associated budgetary problems  Cataloging issues that may impede information discovery‖ Walters, W.H. Library Resources & Technical Services 56(3) 2012, 199-213
  • 14. How do we reprogram HAL?
  • 15. How can PDA work?  Where do patrons discover items?  Are available items pre-selected/screened?  Are the purchase requests mediated?  Are items rented or purchased? Can the user tell the difference  How will payment/fund accounting work for the user and the library?  What can the user do with purchased items?  What does this mean for ownership/preservation?
  • 16. Case study: Norwich Univ.  Previous institution  Private military college  Online Graduate programs  Also moving into web- scale discovery, management systems  Budget issues http://norwich.typepad.com/wickpics/2011/02/a- absorbed by book line beautiful-day-for-a-hike-on-paine-mountain.html
  • 17. Ebook Library (EBL) www.eblib.com  Good selection of academic content  Short –term loans (rental option)  Downloading available  Mediated vs Non-Mediated option  MARC in OCLC; decent interface  Usage terms for ownership titles  Integration with Ezproxy for authentication
  • 18. Discovery - How will patrons find?  Local MARC or direct to vendor interface?  LOTS of data  OCLC WMS in 2011
  • 19. Pre-selection?  Available in EBL‘s admin  Pre-selection also now happening via OCLC WMS admin  (Ebrary‘s PDA admin shown)
  • 21. Mediation  Mediation – do requests need to be approved?  Time/price negotiation  Email?  Direct Purchase?  Norwich has moved to an automatic 7 day loan when one is requested
  • 22. The money stuff  Short term loans/rentals – cost savings of % from full price purchase  Move to purchase on the fourth 7 day loan of an item (less than 2% of activity)  Originally intended for online students, on-campus use has increased, now 50- 50 with distance  Expect to spend $25,000 this year, funding from various budget lines
  • 23. Guide created by Heidi Steiner, Distance Learning Librarian, Norwich University
  • 24.
  • 25.
  • 26. Success at Norwich?  Increased on-campus use  Increase in total usage  Complement to declining book budget  Students silently happy?
  • 27. Ebrary‘s 2011 Global Student Ebook survey, compared with ‗08 Key findings of the survey of more than 6,500 students include the following: • E-book usage and awareness have not increased significantly in 2011 over 2008 • Preference for printed books over electronic books has not changed: Both are still equally important • The vast majority of students would choose electronic over print if it were available and if better tools along with fewer restrictions were offered http://www.ebrary.com/corp/newspdf/ebrary_2011_Student_Survey.pdf
  • 28. ―Tools and Restrictions‖  DRM – Adobe? Epub?  Downloading available for MY device?  Publishers in the way?  Ebrary announces downloading; Wayne Bivens-Tatum blogs the 18 Easy Steps (at http://bit.ly/tpeHHr)  About those devices…
  • 32. “If it were available”  Ebooks available as PDA have changed the game.  We will still pre-select and buy print books (just in case & preservation)  Library no longer the only place to discover information  Patrons are connected to data without us; we need to insert the library into their workflow
  • 42. Concern – imbalanced collection? http://www.flickr.com/photos/stankuns/3229592156/
  • 43. Usage Study – Quality?  Does PDA allow unwanted content?  Ebook Library (EBL) PDA at 5 schools  PDA titles used twice as often as librarian selected ebooks  PDA ebooks saw more users per title than pre-selected ebooks  PDA collection had fewer ―no use‖ titles than pre-selected J. McDonald and J. Price, ―Beguiled by Bananas‖, Charleston Conference 2009 http://bit.ly/u04u9y
  • 44. Getting It System Toolkit (GIST)  Developed at SUNY Geneseo  Add-on for ILLiad  Enables user requests to become loans or purchases  Improved patron interface  Integrations with WorldCat API, Google Books, HathiTrust http://gettingitsystemtoolkit.wordpress.com/about/
  • 47. Academic / Public differences  Content availability – pre-selection?  High-use/demand items (license levels)  Digital divide/download issues  Publishers and their, um… tactics  Preservation questions – question of mission?
  • 49. DRMinator ―Ultimately, we know what our users want in ebooks: the same freedom they have with electronic journals. Most publisher platforms provide this freedom—aggregator platforms don‘t. The question at hand then is: should libraries be forced to choose between broad, sophisticated, effective patron driven acquisition systems uniquely provided by aggregators and DRM-free ebooks uniquely provided by publishers‖ Price, J.S. (2011) Patron driven acquisition of publisher-hosted content: Bypassing DRM. Against the Grain 23(3):16-18
  • 50. More from Anderson ―The purpose of a collection is not to be a wonderful collection; the purpose of a collection is to meet the information needs of library users. If it is now possible to meet those needs by means other than traditional collection-building (perhaps by means of patron-driven, just-in-time acquisition), and if budget cuts increase the opportunity cost of every dollar spent on a book, then don‘t we have a professional duty to explore those other means? ‖ http://www.against-the-grain.com/2011/05/v-23-2-is-selection-dead-the-rise-of- collection-management-and-the-twilight-of-selection/
  • 51. What‘s stopping us?  Traditional collection philosophy  Catalogs/systems that don‘t support information about non-owned items  Reluctance to support multiple unfamiliar devices we don‘t own
  • 52. Thank You Josh Petrusa jpetrusa@butler.edu HAL 9000 in the library clip at http://youtu.be/WG2xeJ2j5OE Presentation at http://slidesha.re/uZeQH4