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Patron Driven Acquisitions

Patron Driven Acquisitions . Elena Althaus Cindy Ross Cabrini College . What is PDA? . Patron driven acquisitions is a collection development tool that shifts a library’s purchasing decision from a librarians decision to a patron .

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Patron Driven Acquisitions

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  1. Patron Driven Acquisitions Elena Althaus Cindy Ross Cabrini College

  2. What is PDA? • Patron driven acquisitions is a collection development tool that shifts a library’s purchasing decision from a librarians decision to a patron. • Purchasing on demand shifts library funds from academic buying to buying what is wanted and with e-books there is immediate right to use for the patron.

  3. Why PDA? • Patron driven acquisitions allows libraries to purchase only those titles which are truly used. • PDA is a “just in time” purchasing method with a seamless user experience, so that the user will not even know that a purchase has been triggered. • Through e-book PDA, libraries can expand the available collection dramatically while keeping actual acquisition costs low. • PDA can save staff time by reducing manual purchasing and processing of individual purchase requests and ILL requests.

  4. Common Objections to PDA • PDA results in a loss of control over collection development; • PDA does not contribute effectively to building legacy collections; • Triggered purchases may get out of hand if the library’s user base is large and the collection not managed carefully; and • PDA can increase additional staff workload.

  5. PDA Implementation Challenges • Duplication • Profile building and management • Finding the right balance • Changes made by publishers in availability, user access and prices • Purchase triggers and avoiding unwanted purchases

  6. Our Situation • Small school with low e-book readership • E-book readership concentrated in certain groups • Desire to expand resources for underserved groups in a cost-effective way The decision: Pilot program targeting the student groups currently accessing e-books at the highest frequency (graduate education majors) as well as subject areas less represented in our collection.

  7. Comparing Vendors – Main Considerations • Purchase Triggers • Short Term Loans • Platform Fees • Publishers, Collection Breadth and Depth • Access levels and cost (SUPO, multi, MUPO) • User Experience • Profile building and administration workload • Payment options

  8. Comparing Vendors : the Candidates • EBL • ebrary • EBSCO • Gale • JSTOR • Lyrasis (uses EBL) • Myilibrary

  9. Comparing Vendors (Chart) • **Data retrieved from inquiries, vendor websites and guides and from: • Karin Byström, K., Johansson, T., Perols, K. and Tengstam, O. (2012) Patron-driven acquisition (PDA) as acquisition method at academic libraries. Retrieved from http://www.kb.se/dokument/Bibliotek/projekt/Slutrapporter%202012/PDA%20English.pdf

  10. Choosing a Vendor EBSCO VS ebrary Similar purchase triggers, collections, access options and pricing. Existing relationships with both – no additional platform fees, easy to terminate without lost funds – ideal for a pilot program.

  11. The Winner : ebrary • Existing academic complete subscription: • No additional platform fees • Familiar user experience • Easiest for de-duplication • Ease of adoption and termination for pilot program • Broad range of titles • Flexibility as far as spending unused funds if we chose to cancel, changing the collection at any moment • Fair triggering mechanisms • Frequent notifications for tracking use and turnaways • MARC import and reporting

  12. Collection Planning • Which discipline(s)? • How much money? • When and for how long? • What types of books? • Restrictions on price, publisher, year? • Availability of short-term loans?

  13. Initiation Process • Contacting ebrary • Making a deposit • Initial profile building • Pros: simple process, few hoops to jump through, initial profile building simple. • Cons: long waits for responses from customer service, difficulties in getting invoice.

  14. Building the Profile • 10,000 titles as a beginning – to be reduced or expanded based on observed trigger purchases in the coming period • Education titles from 2005 and later with a price limit of $150, no textbooks • Small collections designed for other disciplines based upon e-book usage and requested titles

  15. Building the Profile – Adding Titles (1)

  16. Building the Profile – Adding Titles (2)

  17. Building the Profile – Adding Titles (3)

  18. Building the Profile – Setup (1)

  19. Building the Profile – Setup (2)

  20. PDA Summary

  21. Fund Codes

  22. Turnaways

  23. De-Duplication (1) • Academic Collection • Other Holdings

  24. De-Duplication (2)

  25. De-Duplication (3)

  26. De-Duplication (4)

  27. Reports and Notifications

  28. Marc Records • Same process as loading records for academic collection • No changes are necessary after a purchase is triggered • Items deleted from profile will be included in monthly deletes

  29. User Experience • No difference in catalog records • No indication that a purchase has been triggered • Familiar platform • Seamless user experience

  30. Foreseen Difficulties • Creating and managing multiple profiles • Filtering profiles effectively • De-duplicating repeatedly as profiles and collections change

  31. Clearly there are a host of unanswered questions needed to be answered about where Patron Driven Acquisition practices fit into a research library’s overall acquisition program and collection development profile. • What is certain however is that electronic publishing and distribution will continue to increase.

  32. Today, libraries truly have chances to either purchase, rent, or borrow material and have substitute ways to control their dollars. • PDA offers libraries a selection in obtaining materials and that is why we have choosen this program at Cabrini College.

  33. Challenges of the PDA Study • DRM • Deletes

  34. What are the benefits?PDA • More cost-effective •Patron-selected items get used more often, research shows • Users do not have to do anything differently • PDA is coming into existence for a number of reasons, not the least of which being that there are far more books than even the largest libraries can add to their collections.

  35. By apportioning some part of the library’s book budget to PDA, libraries potentially can reduce their costs since the purchase of some titles will be delayed until a patron actually requests them and for some titles there will be no purchase at all.  • PDA also may lead to better collection-building by expanding the number of selectors to include faculty.

  36. We can offer access to a wider variety of titles to our ebook users and not necessarily have to purchases them all. • Getting what the patron wants in a timely manner. Usage stats. (all models) • Freeing up staff time that would have used on selection, checking and placing or orders • Able to supplement specific subject areas of the collection, especially those that are "thin" or in high demand/growth. • To have broader access to resources not normally identified or seen as associated with an institution's mission!

  37. This is a great opportunity to allow our users immediate access to the resources they have identified that they need in a very efficient manner. • Auto Purchase: nice to pay for an item only when someone actually uses it. • Money is not wasted on material that no one wants to read

  38. Removing print = new learning spaces

  39. Recommendations • Question Everything & Experiment • Licenses, Business Models, DRM, Ongoing Fees, Ownership • Collect Data & Opinions • Use data, patron opinions, does borrowing lead to buying • Keep Patrons Informed • Market the collection, but offer the good and bad • Provide open content for the open web • Continue to educate yourself

  40. Wrap Up Elena Althaus eka32@cabrini.edu Cindy Ross cross@cabrini.edu

  41. Resources Demand Driven Acquisition of Monographs: Summary of Survey Result. Retrieved from http://www.niso.org/workrooms/dda/ E-books: 21st Century:Technologies in Libraries by Wright State University Libraries Sue Polanka http://photos.state.gov/libraries/malaysia/99931/lrc/slides_Ebooks_21Century-feb2012.pdf Ebrary. (2014) Model Overview. Retrieved from http://www.ebrary.com/corp/models.jsp. EBSCO. (2014) Patron Driven Acquisition. Retrieved from http://www.ebscohost.com/ebooks/collection-development/patron-driven-acquisition. Karin Byström, K., Johansson, T., Perols, K. and Tengstam, O. (2012) Patron-driven acquisition (PDA) as acquisition method at academic libraries. Retrieved from http://www.kb.se/dokument/Bibliotek/projekt/Slutrapporter%202012/PDA%20English.pdf Lyrasis. (2014) Easy DDA eBooks on the ProQuest EBL eBook Platform. Retrieved from http://www.lyrasis.org/easyDDA.

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