1 / 56

Managing E-book Workflows from Acquisition to the Catalogue

Managing E-book Workflows from Acquisition to the Catalogue. Catherine Davidson, Nancy Hall, Heather Fraser Vancouver, BC May 23, 2008. Welcome. Housekeeping Session Structure Speaker Introductions. Collections: The context. Driving forces behind York’s approach to e-book acquisitions

lindsay
Download Presentation

Managing E-book Workflows from Acquisition to the Catalogue

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Managing E-book Workflowsfrom Acquisition to the Catalogue Catherine Davidson, Nancy Hall, Heather FraserVancouver, BCMay 23, 2008

  2. Welcome. • Housekeeping • Session Structure • Speaker Introductions Managing E-book Workflows

  3. Collections: The context. • Driving forces behind York’s approach to e-book acquisitions • Moving from bundles to discrete titles • Paradox: ▲Collections, ▼Tech Services Managing E-book Workflows

  4. Collections: Driving force. • Our users – “more content” • Via LibQual and other surveys, focus groups etc. Managing E-book Workflows

  5. Collections: LibQual comments. • “The materials, especially the book stacks, are so far away from the entrance, which makes dropping by to pick one up such a chore. I enjoy the electronic books accessible through the catalogue, although sometimes they are unavailable due to some sort of glitch; “ Graduate student, Humanities York's libraries should significantly expand the print and electronic collections to truly become a world-class research library. Faculty , Social Sciences Managing E-book Workflows

  6. Collections: Identifying potential e-content. • Via 25 subject specialists, directly from faculty or from vendors • Request trial and pricing info • Evaluate (or not) • Decision or move to wishlist Managing E-book Workflows

  7. Collections: Our philosophy. • Experimental. Exploratory. • Platform-neutral. Content dictates selection. • Not a substitute for print but a supplement. Managing E-book Workflows

  8. Collections: E-book bundles – simple, straightforward. • Closed (i.e. no growth) bundled collections e.g. EEBO, ECCO Managing E-book Workflows

  9. Collections: E-book bundles – complex. • Closed bundled collections that require repeat maintenance – broken URLS etc • Growing bundled collections with MARC records available – manage adds, deletes Managing E-book Workflows

  10. Collections: E-book bundles – undesirable. • Bundles for which promised MARC records never materialised • But… there are opportunities for third-parties to help provide a solution Managing E-book Workflows

  11. Collections: Ideals and compromises. • Prefer ownership model • But… some disciplines actually better suited to lease model e.g. Safari, Books 24X7 Managing E-book Workflows

  12. Collections: Evolving from E-book bundles to individual titles. • Recently reviewed and updated profiles; take advantage of ability to view e- alongside the p- in slip notifications Managing E-book Workflows

  13. Collections: Areas needing further attention. • Need for effective promotion and communication (equally applicable collections in e- and p-formats) • Need for assessment and analysis (quantitative and qualitative) Managing E-book Workflows

  14. Collections: Areas for further attention. • Need for accurate measurement and reporting (e.g. ARL, CARL) • Potential application for e-reserves and for adaptive equipment for users with disabilities. Managing E-book Workflows

  15. Collections: Library-vendor-publisher dialogue. • Flexibility to locally-load content on Scholars Portal ebrary e-book platform • MARC records that conform to standards must be part of the deal. • Content must be accessible e.g. for users with disabilities Managing E-book Workflows

  16. Collections: The equation. From AUL perspective: • Return on investment… • …(as demonstrated by use) PLUS • Diminishing human resources available locally EQUALS • Streamlined processes, minimal intervention Managing E-book Workflows

  17. Collections: Dynamic but turbulent environment. • “[T]he e-book landscape continues to be not only dynamic but also turbulent.” • Mark R. Nelson, “E-Books in Higher Education: Nearing the End of the Era of Hype?” ECAR Research Bulletin, vol. 2008, issue 1 (January 8, 2008). Can also be found at: <http://connect.educause.edu/Library/EDUCAUSE+Review/EBooksinHigherEducationNe/46314>. Managing E-book Workflows

  18. Collections: Positioning and Competencies. “[H]igher education must position itself to be ready to incorporate e-books effectively on campus, and develop the competencies to make such positioning possible.” Nelson, p. 52. Managing E-book Workflows

  19. Acquisitions: Guiding Principles. • Expenditures: dedicated pot of funds to encourage selection –i.e. not eating into print funds • Mirror existing workflows for print whenever possible • Consider Scholars Portal ebrary platform Managing E-book Workflows

  20. Acquisitions: Models. • Subscription • Lease • User-select or pay-per-use • One-off, discrete titles Managing E-book Workflows

  21. Acquisitions: Subscription. • Large number of titles available • Discovery and access may be limited if no MARC records available Managing E-book Workflows

  22. Acquisitions: Lease. • Don’t own titles • High maintenance • Possible user frustration Managing E-book Workflows

  23. Acquisitions: User-select or pay-per-use. • Set of titles with option to own • Mediation required, could lead to some user frustration • Broader access to titles • Actual purchases deducted from deposit Managing E-book Workflows

  24. Acquisitions: Discrete titles. Considerations: • Fees: set-up, hosting and access • Multiple vs single user • Catalogue records Managing E-book Workflows

  25. Acquisitions: Comparison of 3 providers of discrete titles. Managing E-book Workflows

  26. Acquisitions: E-book mirrors print book workflow. Advantages: • Rely on existing vendor profiles • E-books integrated into database • View e-book alongside p-book in notifications Managing E-book Workflows

  27. Acquisitions: E-book alongsideP-book in profiles. Managing E-book Workflows

  28. Acquisitions: Value-added features. • YBP previews • Links to OCLC Managing E-book Workflows

  29. Acquisitions: Value-added features. • Placing orders with vendors • YBP previews • Links to OCLC Managing E-book Workflows

  30. Acquisitions: Sneak peek to assist in purchase decision. Managing E-book Workflows

  31. Acquisitions: Link to OCLC number Managing E-book Workflows

  32. Acquisitions: Issues and next steps. • Speed and auto-notification of availability to retrieve • Collecting data e.g. price comparisons for print vs electronic – dispel misconceptions • Assessment – collaborative efforts such as ebrary’s offer to conduct institutional surveys Managing E-book Workflows

  33. Acquisitions: Issues and next steps. • E-reserves • Library Accessibility Services • E-books on demand – repurpose backlists Managing E-book Workflows

  34. Cataloguing: E-book Workflow – the York Environment. • Our LMS – SirsiDynix • Size of Library Database • E-Content – e-books, e-journals, e-video, e-audio, a & i and websites • E-Books sets Managing E-book Workflows

  35. Cataloguing: The York Approach. • Multiple records • Text-based call number: ELECTRONIC • Example Managing E-book Workflows

  36. Cataloguing: sample ebrary title formatted dump from the catalogue. Managing E-book Workflows

  37. Cataloguing: MARC Records Standards. • Full level records • MARC 21 • AACR2 • LC subject headings • Access points under authority control Managing E-book Workflows

  38. Cataloguing: Preferred Standards at York. • MARC records delivered with MARC-8 character coding • Appropriate notification if UTF-8 (Unicode) characters in records • Coded as language material Managing E-book Workflows

  39. Cataloguing: Leader indicating Language Material and Unicode Character Coding. Managing E-book Workflows

  40. Cataloging: Preferred Standards at York. • Unique vendor-provided identifier in each record • No cost records. Can be bare bones but should be structurally error-free Managing E-book Workflows

  41. Cataloguing: Staffing. • Current situation • Increasing workload • Future needs Managing E-book Workflows

  42. Cataloguing: Record Retrieval and Processing – Bundles and Discrete Titles. • Vendor sites checked on monthly basis for new or deleted content • Notification – prefer direct email via vendor to multiple contacts • Retrieval of records from vendor site – prefer via FTP or download directly from vendor website Managing E-book Workflows

  43. Cataloguing: Record Retrieval and Processing – Bundles and Discrete Titles. • Files stored locally • Record analysis – identify number and type of records etc Managing E-book Workflows

  44. Cataloguing: Record Analysis – Sample of Leader information from MARC analysis tool in MARC Report. Managing E-book Workflows

  45. Cataloguing: York Local Modifications to Records. Additions 506 Access restriction 506 ##|aAccess restricted to York University faculty staff and students. 710 (unique identifier) 710 2#|aNetLibrary – York University. 949 for loading |aELECTRONIC|c1|rN|tE-BOOK|lINTERNET|mYORK|wTEXT Managing E-book Workflows

  46. Cataloguing: York Local Modifications to Records. • Deletions 650 #2 MESH subject headings 650 #4 Source not specified 650 #6 Répertoire de vedettes-matière 653 Uncontrolled Index Term 655 Genre/Form Index Term Managing E-book Workflows

  47. Cataloguing: Key Tools. • 2 software packages • Ease of use and learning curve • MARC Report (www.marcofquality.com) • MARCEdit (http://oregonstate.edu/~reeset/marcedit/html/index.php) Managing E-book Workflows

  48. Cataloguing – Key Tools. • MARC Report (www.marcofquality.com) • Cost: includes updates and customized help • Used for the last three years • Slight learning curve Managing E-book Workflows

  49. Cataloguing – Key Tools. • MARC Report (www.marcofquality.com) • Excellent features include: • Z39.50 client • Data translation tools Managing E-book Workflows

  50. Cataloguing: Key Tools. • MARC Report (www.marcofquality.com) • Detailed analysis of content of MARC records • Identify required changes or problems • Split files or join files Managing E-book Workflows

More Related