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MATERIALS BUDGET ADJUSTMENT STRATEGY - MONOGRAPHS -. SITUATION: Flat OSUL budget Modest, but real, monograph inflation Stabilizing monos = slightly less serial cancels. GOALS. Slow mono spending in FY04 and FY05 Give collection managers more info now to make informed decisions on requests
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MATERIALS BUDGET ADJUSTMENT STRATEGY- MONOGRAPHS - • SITUATION: • Flat OSUL budget • Modest, but real, monograph inflation • Stabilizing monos = slightly less serial cancels
GOALS • Slow mono spending in FY04 and FY05 • Give collection managers more info now to make informed decisions on requests • Test paradigm that access = ownership (mostly) • Gather data on mono duplication rate (both OSUL internal and with OhioLINK) • Gather data needed to begin discussion of guidelines for buying e-books, digital media…
Assumptions • Patrons (OSUL and OL) benefit from access to more unique items • We can self-fund more unique items by buying fewer lower priority duplicates • Heavy duplication across OhioLINK under-utilizes limited OSUL resources ($) • Some types of titles do need to be duplicated
Monograph Duplicate Test • March 1 – June 10 • MOD refers back more data about dups and availability • Selectors provide reason for dups requested • Track duplicate orders and collect data • Data is shared at end of test on number, type, and cost of dups per fund
Definition of “Duplicate” • 1+ available (circulating) copies on OSCAR • 5+ available copies on OhioLINK • Available online in OSCAR or OhioLINK
“OK” Duplicate Categories(Selector indicates when requesting a dup) • Reserve Dup needed for closed reserve • Reference Ready reference needed in multiple loc’s • Replacement All copies lost, too damaged to use… • Circulate All OSUL copies are non-circulating • High Use High circ, copies not available, hot topic • At Risk Known theft risk, dup to ensure access
Lower Priority Dups • Not in an “OK to dup” category Plus • Circulating copies available: • OSUL (1+), or • OhioLINK (5+), or • Online in OSUL or OhioLINK • Exception: Rare books as artifacts
How the Test Works Indicated dups (known to be a dup when selector sends request) • Selector indicates dup category • MOD tags for Dup Test • category • # available copies in OSUL / OL • Order is placed
Unindicated Dups(dup found in pre-order search) • Like now, unindicated dups are returned to requestor • Data on available copies given to requestor • If resubmitted, requestor indicates type of dup (required) • one of OK-to-dup categories, or • lower priority dup • MOD logs type, # available copies, and places order • Data tallied in June on number, type, and cost of all dups ordered per fund • Data is posted for further discussion
Approvals –Test Period(Approvals searched on OSCAR / OL only after display) 3 options for approvals (now 2) • Must have Keep regardless of # copies in OSUL/OL • Access Keep if no OSUL or OL (<5) copies • Return Return to vendor
Possible Outcomes from Test • OSUL dup rate is low overall • No need to track duplicates beyond test • Need a different strategy to save mono funds • Dup rate is moderate – possible to save $ • Continue to provide dup info to selectors • Selectors use info to slow dup requests • Dup rate is high • Continue to provide dup info to selectors • Develop incentives to lessen low priority dups
Work vs. Value • MORE WORK • Added searching in MOD • Added review by requestors of returned requests • Data logged and collected • MORE VALUE • How much is really being spent on mono dups? • Can we self-fund mono needs by acquiring less lower priority dups? • Better data provided to make ordering decisions
Looking for a better way… • To slow monograph spending • Spread existing mono funds further • Acquire fewer under-utilized items • Maximize access for patrons, and • Minimize inconvenience to patrons By providing solid data to support collection development
DISCUSSION… PowerPoint and handout also on the web Thank you for being part of the Duplicate Monograph Test