Patron-Driven Acquisition: Turning Theory into Practice (Part 2)

1. PATRON-DRIVEN ACQUISITION Turning Theory into Practice (Part 2) Ben Hunter Head of Cataloging and Collections University of Idaho Library

2. Overview  Last week:  What is PDA? Why do it?  PDA models – print and electronic  Different vendor models  Today:  Review and unanswered questions  Budgeting considerations  PDA in practice: starting an eBook PDA program  Circulation/usage of PDA materials  PDA controversies

3. What is PDA?   Adding a specific resource to a library’s collection based on a patron’s immediate need. Hard to separate completely from pay per view Review

4. Why or why not?  Why?  Better service to users?  Save time?  Save money?  A more effective way to build a collection?  More content available to our users!  Why not?  More soon! Review

5. Types of PDA: Print  Print PDA  Request forms  ILL-based  Print on Demand  Considerations:  Marketing  Budgeting  Policies and procedures Review

6. Types of PDA: eBooks  Ebook providers  eBooks on EBSCOhost  ebrary  EBL  Overdrive  YBP  (coordinates multiple providers) Considerations:  Mediated vs. unmediated  Budgeting  MARC record loads? Attach in WC? Review

7. Pilot Projects    Gauge demand Assists in budget planning Is this meeting your goals? (why are you doing it?)  User satisfaction  Use of the service  Saving money?  Saving time? Review

8. Budgeting  Poll: If there was enough demand in your library to spend 100% of your budget on PDA, how much would you feel comfortable allocating? 1. 2. 3. 4. 5. 6. 7. 100% 90% 75% 50% 25% 10% 0%

9. Budgeting for Print (Request forms)  Things you control:    Things you don’t control:    Size of your user population Actual interest from users Pilot projects:     Purchasing policies and guidelines (though don’t change too frequently) Marketing and prominence of form(s) Communicate clearly to users Track purchases and usage – do they line up with goals? Conduct for an appropriate length of time How much to budget?  Depends on all of the above – 5%-10%

10. Budgeting for Print (ILL-based)  Things you control:  Pretty much everything  Purchasing policies and guidelines   Can retroactively apply criteria instead of pilot How much to budget?  It’s all up to you.

11. Budgeting for Electronic (eBooks)  Things you control:  Marketing  Short term loans vs. purchases  Mediated or unmediated  The amount of content available  The type of content available  How much to budget:  Harder to estimate, but a pilot project will help gauge demand

12. Budgeting for Other Models  Print on Demand  Upfront investment  Similar considerations to eBook PDA  Data Driven Acquisitions  Often  set up with a built in price tag Pay per view (articles)  Tokens have built in controls  Unmediated or partially mediated  Similar considerations to eBook PDA

13. Beginning a PDA program 1. 2. 3. 4. Pilot Project Evaluation Implementation Maintenance

14. 1. Pilot 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Establish goals Determine budget Choose vendor Determine triggers, loan vs. purchase, etc. Determine catalog size and content Establish timeline Design workflow for discovery Create extraction/deletion plan Training Marketing Implementation

15. 2. Evaluation of pilot  Usage data      Perceptions and satisfaction     Effectiveness of training Effectiveness of processing Expenditures    Users Librarians (e.g., suitability of purchases for collection) Success of procedures   Short term loans and purchases Accesses Duplication with print holdings (accessed titles) Use by subject Total spent Cost per use Did it meet your goals?

16. 3. Implementation  If pilot is successful, then should have good data to inform:  Number of titles to load  Subject matter to load  Amount to budget  Will also:  Have an exit strategy  Have a solid process in place to load titles  Have trained personnel

17. 4. Maintenance   Continue to monitor use and budget carefully What’s your plan if you might go over budget?  Fewer titles available?  Reduce by year? Subject? Publisher?  Resources to divert to PDA?  Adjust mediation, short term loans, etc.?  What if it’s not being used?  More marketing?  Expand offerings?  Cease program altogether?

18. PDA – Print Usage  Numerous studies show significantly higher usage for print PDA titles  Nixon, J. M., & Saunders, E. S. (2010). A study of circulation statistics of books on demand: A decade of patron-driven collection development, part 3. Collection Management, 35, 151–161. 10 year study at Purdue showed average circulations of 4.1 to 2.4 for PDA vs. non-PDA  Past year of acquisitions at UI     Approximately 10% of print obtained through PDA Average 1.692 circulations for PDA, 0.643 average for all But… Guaranteed initial circulation  What about same patron returning and checking out again?  Subject area bias? 

19. PDA – eBook Usage   For ebook packages, usage tends to follow a long-tail distribution This works well for PDA, but what’s the price per use compared to packages?

20. PDA Controversies (i.e., why not?)      eBook PDA largely driven by for-profit sector Too many titles in OPAC? Touted by many as a solution to the decline in circulation, but is the rhetoric of “buy the materials and hope someone will use them” accurate? What does this mean to publishers who rely on a certain number of guaranteed library sales? The big question: What does this mean for our collections?

21. Effect on collections?       Are usage statistics the best metric? By favoring current needs, are we selling out future needs? What about disappearing content? What is the role of a librarian in guiding and recommending through selection? Will users choose the best available source, or the best marketed source? Is PDA just the tip of the iceberg? (complete ondemand availability of all content)

22. Review       PDA: What and why? Different kinds of PDA (print and electronic) Budgeting Best practices Usage of PDA Controversial aspects of PDA

23. Q&A   Thanks! Please feel free to contact me with any other questions or comments you may have: bhunter@uidaho.edu

Patron-Driven Acquisition: Turning Theory into Practice (Part 2)

Patron-Driven Acquisition: Turning Theory into Practice (Part 2)

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Patron-Driven Acquisition: Turning Theory into Practice (Part 2)

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