Acquisitions institute 2011 ocul pda project

A Leap of Faith:
A Consortial PDA Pilot Project

Catherine Davidson, York University
Tony Horava, University of Ottawa
Acquisitions Institute at Timberline Lodge
May 16, 2011

Overview
2

• Ontario Council of University Libraries & Scholars
Portal
• PDA Chronology
• Vendor-consortium collaboration
• Pilot preparation & launch
• Results: What did our patrons buy?
• Value, benefits, challenges and calibration
• The PDA Leap of Faith

Acquisitions Institute, May 2011

Ontario Universities
3
Institutions FTE
Algoma 870
Brock 14,557
Carleton 20,743
Guelph 21,452
Lakehead 7,583
Laurentian 7,630
McMaster 24,944
Nipissing 5,535
OCAD 3,010
UOIT 5,147
Ottawa 32,230
Queen's 20,751
RMC 1,792
Ryerson 26,841
Toronto 68,334
Trent 7,030
Waterloo 27,674
Western 33,119
Wilfrid Laurier 14,054
Windsor 14,419
York 45,235
Total 402,950


Ontario Council of University Libraries
4


OCUL – Information Resources Committee
5

• Negotiate licenses for consortium : Abstracts, indexes,
ejournals, ebooks

• Develop model licenses: ebooks, ejournals, data, local
load

• Evaluate and assess usage and overlap of content e.g.
MINES and in-house tools (SCOT and SPUD)

• Strike special project working groups: Scholars Portal
Collection Policy, Local load toolkit, Print journal
preservation plan, OCUL-IR strategic plan


Scholars Portal
6


PDA Chronology (1)
7

Fall 2009

• Vendor – consortium collaboration: defining a consortial
PDA

• Issue call for interest

• Filtering process: 100,000 titles down to 40,000

• Tiered costing model: small, medium, large


Vendor-consortium collaboration
8

Defining a consortial Patron-driven Acquisition pilot.

•What triggers a purchase in a consortial setting?

•What is considered a “unique view”?

•How many “copies” in consortial setting?


Call for interest
9

• 16 of 21 said YES!


Filtering Criteria
10

• Price ceiling: $200

• Language: English and French

• Imprint date: 2000 – 2010

• Exclude previously purchased ebook bundles via CRKN &
OCUL e.g. T&F, CUP, OUP, Duke, Springer etc

• Exclude non-academic content


Tiered Costing Model
11

School Size Contribution # Participants

Small 0 – 10,000 FTE $5,000 5

Medium 10 – 30,000 FTE $10,000 8

Large 30,000 + FTE $15,000 3

For a grand total of …..$150,000


Preparation for launch
12

•OCUL cataloguing listserv an essential communication tool
for exchange of information, posting of questions etc.

•MARC records resided on Scholars Portal wiki, then:
•downloaded
•editedto reflect local requirements
•loaded into each school’s ILS (shadowed) until….

• ….the launch date!


Sample MARC record coordination - York
13

• Retrieve MARC records from ftp site
• Run through MARC Report ($200) analysis tool
• Run through MARCEdit (free) to batch edit, add
local info: 506, 710, 949
• Load into Sirsi ILS
• At end of pilot, all 40,000 pulled out based on 710
• 467 purchased titles run through ERM to assign
resolver URLs


PDA Chronology (2)
14

Fall 2010 (one year later)
• Sept. 13–17: Test Week

• Sept. 20: Official launch

• Sept. 28: $150,000 spent,
467 titles purchased for 16 schools

•Jan. 2011 91 additional titles purchased by 8


Results: Titles by Publisher
15


Results: Titles by Subject
16


Results: Titles by Publication Year
17


Results: Purchases Triggered by School
18


Value/Benefits Derived: Cost per Book
19

School List price Relation to Cost per book
amount spent

Small $37,500 750% $10.70

Medium $37,500 375% $21.41

Large $37,500 250% $32.12


Value/Benefits - continued
20

• Local load and purchase model allows integration
into Scholars Portal Books platform

• ebrary successfully secured local load rights for 557
titles purchased

• Long-term preservation

• Integration into web-scale discovery systems

• Integration into course pages and virtual
environments

Some Challenges
21

• Coordination of MARC record loading posed
different levels of difficulty for different schools

• Technical “glitches” regarding purchased titles

• User perception – disappearing content

• Analysing results in timely way


Post-pilot analysis by School - York
22

• Phase I: 131 of 467 purchased titles triggered by York users
• 89 of 131 (67%) were duplicated in print
• 18 of 131 (16%) were duplicated in electronic

• Phase II: 8 schools chose to purchase an additional 91 titles

• Phase III: York purchased additional 98 titles with year-
end funds

• Usage post-pilot: 127,155 pages viewed, 20,014 pages
printed


Analysis of a title
23

Use triggers theaebook
And so does sent.
TwoGobiand purchase.
Print“E” slipone “P”.
No circulates LOT


Post-pilot analysis by School - Ottawa
24

• Phase I: 91 of 467 purchased titles triggered by Ottawa
users

• Phase II: 8 schools purchased additional 91 titles. Of the
558 titles, Ottawa had:
• 458 in print
• 25 in electronic
• 44 in both formats

• Usage post-pilot: 74 of 91 titles used, 705 user sessions,
4,871 pages printed


Calibrating for the Future
25

How would we do things differently if we were to do it
again?

•Was the trigger definition satisfactory?

•How would we re-define a “unique view”?

•What additional metrics would assist in assessment?


The PDA Leap of Faith
26

•How to balance patron-driven demand with
traditional collection development strategies, e.g.
approval plans

•How does the volatility around the future of the book
influence this conversation? And who should our
partners be?


Thank you
27

Questions?

• Catherine Davidson cdavids@yorku.ca

• Tony Horava thorava@uottawa.ca


Acquisitions institute 2011 ocul pda project

Recommandé

Recommandé

Contenu connexe

En vedette

En vedette (7)

Similaire à Acquisitions institute 2011 ocul pda project

Similaire à Acquisitions institute 2011 ocul pda project (20)

Plus de Tony Horava

Plus de Tony Horava (14)

Dernier

Dernier (20)

Acquisitions institute 2011 ocul pda project