Cecilia Harel Head of Collection Development, Gifts & Exchange

1. Monograph Collection Development in an Age of Uncertainty:The University of Haifa Library Experience Cecilia Harel Head of Collection Development, Gifts & Exchange 5th Shanghai (Hangzhou) International Library Forum August 24-27, 2010

2. University of Haifa: • Established in 1963 • 18,000 students, 1,200 lecturers • 6 Faculties: Humanities, Social Sciences, Education, Law, Social Welfare & Health, Science & Science Education • 63 Research centers: Jewish-Arab Center, Tourism & Recreation, Brain & Behavior Research, Law & Technology, Multiculturalism & Educational Research, Information Processing & Decision-making, Health, Law & Ethics, Institute of Evolution…

3. University of Haifa Library: • Established in 1968 • Collections: 1,000,000 books, 32,000 journal titles, E-resources, Databases, Media, Rare books, Archives, Psychological Tests, Children’s Lit, Digital Media Center • 65 librarians + technical staff • 400 computer workstations

4. Presentation: • Collection development at U. of Haifa Library • Monograph collection development strategies • Patron Driven Acquisitions Trial • Objectives • Method • Data • Conclusions

5. Collection Development at University of Haifa • Collection development policy: support for research, teaching and study programs • Faculty involvement in selection • Library liaisons to departments • Centralized acquisitions budget

6. U. Of Haifa Monograph Collection Development Strategies Good years (until 2005): Lean years (2005+): Cancellation of most standing orders, except law Approval plans only for Hebrew & Arabic books Course required reading Budget allocation: 85% journals & databases, 15% monographs Just in time acquisitions for specific research • Standing orders • Approval plans • Course required reading • Budget allocation: journals 60%, monographs 40% • Just in case acquisitions for research in all subjects

7. Electronic (ebook) Acquisitions Title by title vs. collections:

8. Patron Driven Acquisitions (PDA) • Acquisitions based on users’ actions/needs • Originated in 1990’s with collection development based on interlibrary loan requests • Budget allocated for users’ requests • Model implemented for ebook acquisitions

9. 2008: • 28th Annual Charleston Conference – “Tossing Traditional Collection Development Practices for Patron Initiated Purchasing” • 2005: • YBP/Cambridge U.P. Conference – Univ. of Alberta reported on PDA project with NetLibrary PDA and Ebooks • 2010: • More than Bookends Blog – “Patron Driven Acquisitions is Here!” • 2009/03: • ACRL Conference – “Patron Initiated Purchasing at ACRL” • 2009/07: • ALA Annual Conference –Meeting on “Patron Initiated Collection Development in Academic Libraries: Sharing Experiences and Implications for Change” • 2009/08: • 75th IFLA Conference – “When Customers Select: Customer-Initiated Acquisition of E-Books in an Academic Library”

11. University of Haifa: PDA Trial Objectives - 2009 • Expose users to ebooks • Effective use of shrinking monograph budget • Decrease delivery time of needed books • Enable user input in selection and acquisition • Learn about and measure use of ebooks

12. PDA Trial Method Ebrary’s offer: • Access to about 60,000 ebooks for one year • Elimination of irrelevant subjects: engineering, technology, agriculture, medicine • Provision of MaRC records & links to full text • Automatic purchase trigger based on use formula • Usage reports for books purchased & viewed

13. PDA Trial Method - continued University of Haifa’s procedure: • Budget allocation of $25,000 • Check Ebrary’s record file against holdings in Aleph catalog to remove duplicate records • Load Ebrary records in Aleph catalog • At end of trial, delete records of books not purchased

14. Purchase trigger formula:unique pages viewed + prints + copies >= 5 • NO • BUY

15. PDA Trial Results • During trial, all 60,000 ebooks were immediately accessible to users • Budget allocation was finished within 2 months (10-11/2009) • 270 ebook purchases were triggered • 300 additional ebooks were viewed but not purchased (no budget)

16. PDA Trial:Ebrary User Statistics

17. PDA Trial:Purchases Triggered by Subject

18. PDA Trial:Purchases Triggered by Publisher

19. PDA Trial:Usage data during and after trial No. of ebooks purchased by no. of interactions

20. Accessibility of ebooks in OPAC

21. PDA Trial: Conclusions Problems: • Delayed trigger reports • Confusion about purchase trigger formula • Difficulty identifying items already in holdings • Print limitations: increased to 20 pages x 2 • Refine criteria for titles to include • Lack of data on users and their feedback

22. PDA Trial: Conclusions Advantages: • Immediate exposure to critical mass of ebooks • Quick and easy acquisition process • Purchase based on real-time use • User input for selection and purchase • Reference staff reports: user satisfaction with full text access to books

23. Recommendations • Library can adapt PDA model to its needs and criteria: budget, subjects, publishers, dates • PDA model can be a continuous process: U. of Dallas Library - receive new ebooks each month and delete titles not purchase after 1 year • Requires negotiation with supplier: criteria and trigger formula • Selection and purchase model that helps build collection based on users’ needs

24. Changing strategies…

25. Thank You Cecilia Harel University of Haifa Library harel@univ.haifa.ac.il