ACRL2011 Workshop: CCD + PDA = A Win-Win for Libraries and Patrons

Collaborative Collection Development + Patron-Driven Acquisitions = A Win-Win for Libraries and Patrons ACRL Workshop:

The CTW Library Consortium Team Beth Hansen, Connecticut College Doris Kammradt, Trinity College Andrew Klein, Wesleyan University Pat Tully, Wesleyan University Steve Bischof, Five Colleges Consortium Lorri Huddy, CTW Library Consortium

Welcome and Overview Defining consortial collection goals Evaluating vendors and their programs Implementing patron-driven acquisitions Assessing assumptions and outcomes

A quick show of hands How many of you are exploring PDA… in a single library? in a consortium? How big is your consortium? small (up to 5 libraries) medium (up to 25) large (up to 50) x-large (over 50)

The CTW Consortium Connecticut College Wesleyan University Trinity College

CTW in Numbers Total FTE: about 9,800 students Total materials budget: about $6.6 million Total WorldCat holdings: 2.3 million titles

CTW Collaborative Collection Projects Collection analysis of all three libraries Pilot project for shared print collection Shared eBook project with PDA

Part 1: Collaborative Collection Development Learning Outcome: Identify criteria to be integrated into your PDA program in order to fulfill the libraries’ shared collection goals. Thinking Locally, Acting Consortially

Before the grant, CTW … Shared print collections shared via daily delivery service Did some coordination of circulation and resource-sharing policies and processes Informally coordinated collection development

The project began by … Comparing and analyzing our three institutions and patrons Identifying common collection needs and opportunities for sharing

Comparing institutions, patrons Mission and goals Degrees granted Graduate programs – number and kind Departments/programs offered Course enrollment Declared majors Faculty research, teaching interests

Comparing, analyzing collections Collection development policies Circulation statistics Collection analysis (using WorldCat Collection Analysis tool) Individual collection strengths, weaknesses Comparing each library’s collection to each other

Identifying opportunities for sharing Collection weaknesses across consortium Individual collection strengths in one or more subjects Subjects with large percentage of multiple copies across the consortium

Our Assumptions On average, a consortial ebook costs less than purchasing three print copies For patrons, an ebook is an acceptable alternative to print Staff workload for ebooks is less than for print The use of an ebook is about the same at each school

+ Our Goals New ways of collection sharing Instant access for any CTW patron Increased cost efficiency by reducing consortial duplication Enhanced discoverability and access by patrons

= Our Expectations 24/7 access to multiple users on three campuses Efficiencies in title selection More reliable consortial inventory control Cost savings from shared and patron driven purchases Reduced physical handling of materials

CCD Group Activity What are your assumptions and goals for: Ebooks Purchase on demand Collaborative collection development

Part 2: Vendor Evaluations Learning Outcome: Evaluate vendors’ capabilities and proposals in order to achieve consortial goals and assure a successful consortium-vendor partnership.

Why PDA? Consortial goals need to be clearly defined in order to make a PDA program work for your consortium. How might a specific vendor’s program help you meet those goals?

Why PDA? CTW’s goals Potential cost savings: Reduce duplication/triplication of content ‘ Just in Time’ vs. ‘Just in Case’ purchases Enhance patrons’ access to materials: Easier sharing of titles across three campuses 24/7 simultaneous access for multiple users Potential staff and space benefits: Selection / acquisition efficiencies Reduce need for more collection space

How Will You Evaluate Them? Your criteria should be driven by your goals. For example: Goal : Enhance patrons’ access to consortial materials Criteria : Multi-user, simultaneous access to all PDA titles

Who are the Vendors? Aggregators: And publishers… and more?

CTW’s Primary Criteria … and why we chose MyiLibrary / Coutts Multi-user access to ALL titles Perpetual access and ownership Detailed profiling De-duplication service Established relationship with publishers Print–on–Demand

Vendor Evaluation Activity Your table has been assigned one of 8 evaluation categories. Take 10 minutes to: Brainstorm and prioritize the criteria you would use to evaluate a vendor in that category. Then come back to the large group and share your ideas.

Implementing your program Learning Outcome: Anticipate implementation needs and develop strategies that will help your PDA program get off to a good start.

Implementation Activity List the various tasks that need to be done Identify who is likely to be responsible for each task Estimate how much time may be needed overall (Weeks? Months?)

Primary Implementation Needs ACCOUNTS: Funds & Profile ACCESS: Titles & Users AWARENESS: Communication & Training

The Account: Taking Care of Business Customer Profile Registrations For: the Vendor … and the eBook Provider From: each Library … and the Consortium Contacts Needed : Acquisitions: Invoices / Finances Technical Services: Cataloging / Systems Collection Development: Profiling E-Resources: Access and Support

Your Profile: Getting Titles that Fit Title List Review = Profile Tweaks? Content Areas Publication Date Types of Materials Language Readership Level Price Limit Specific Publishers

De-Duplication Service Option to remove titles held by libraries from PDA record loads Libraries’ holdings sent to vendor PDA set up pulls titles based on profile, but library holdings impact final list

Access to Titles… Access for Users Records Review Quality & Local Customizations Standardized Numbers- ISBN, OCLC, Vendor Authentication Proxy, SSO, VPN Discovery Catalog, Link Resolver, Vendor site, CMS, etc.

Awareness Raising awareness of your PDA program through Communication and Training

Training Needs Profile changes Title List Reviews Invoices & Prices Customer Service Platform Publishers & Titles Usage Statistics Technical Support Updates & Notifications

Devilish Details? Who will report and follow-up? … for your library … for the consortium

Raising Awareness… Communicating about PDA Who should know…and to what extent? Students and Faculty Library Staff College Administration

Part 4: Assessment Learning Outcome: Identify criteria for evaluating the PDA program in order to assess if it has met expected goals and desired outcomes.

“ All assessment is a perpetual work in progress.” Linda Suskie, V.P., Middle States Commission on Higher Education (MSCHE), 2005

Ground Rules for Assessment Be sure to start at the beginning Think about what you might need Keep it simple

Our Overall Project Goal “… to build a [successful] model for a shared online collection for the three CTW institutions.” Mellon eBook Pilot Project Proposal August 2009

+ Our Goals New ways of collection sharing Instant access for any CTW patron Increased cost efficiency by reducing consortial duplication Enhanced discovery and access by patrons

User response Vendor performance PDA model Budget Profiling Workflow Impact on access Building Our Assessment

Assessment Tools Quantitative Data Usage statistics: total per title, after purchase, across CTW, by LC class Prices: “e vs. p” Qualitative Measures Surveys or questionnaires Focus groups Patron Interviews Observation

Budget: CTW Cost Savings? Cost analysis Actual prices vs. added value of ebook vs. print Value of titles viewed but Not purchased Pricing practices by publisher: Cost of ebook vs. print (HC and SC) Pricing practices by vendor: MiL vs. other ebook vendors

Workload: Reduced for staff? PDA workflow analysis PDA functions and services: de-duplication, title lists & record loads, invoicing Deletion files, profile alerts, problem reports Staff time needed to support processes to maintain PDA program Acquisitions – Cataloging – Systems Collection Development – Access Services

PDA Assessment Activity Assessment noun \ə-ˈses-mənt, a-\ A systematic method for collecting, analyzing, and using information to answer questions about [your] project

Time to Wrap-up Questions? Comments… Reactions?

Thank you! Beth Hansen: [email_address] Doris Kammradt: [email_address] Andrew Klein: [email_address] Pat Tully: [email_address] Steve Bischof: [email_address] Lorri Huddy: [email_address]

Photo & Image Credits Question Mark Bubble: http://www.steinski.com/blog/a_question_for_you/ Ebrary Banner: http://www.ebrary.com/corp/index.jsp NetLibrary Logo: http://www.netlibrary.com/ Ebook Library (EBL) logo: http://www.eblib.com/ MyiLibrary Banner : http://www.myilibrary.com/Home.aspx Stopwatch: http://www.windowdepotphiladelphia.com/ Ducks in a Row: http://rengawman.wordpress.com/2007/12/20/getting-your-ducks-in-a-row/ FourShortQuacks.wav by Tewell : http://www.freesound.org/samplesViewSingle.php?id=90027 Puzzle pieces: http://www.vcbytes.com/2010/06/ Stacked stones photo: http://blogs.msdn.com/b/ericlippert/archive/2009/04/27/the-stack-is-an-implementation-detail.aspx Ebooks image: http://mhpbooks.com/mobylives/wp-content/uploads/2010/07/ebooks1.jpg Devil photograph: http://www.negotiationlawblog.com/uploads/image/devil(1).jpg Scale photo: http://www.lewisborogov.com/Government/committeesandcouncils/assessmentreview.html Assessment Cycle graphic: http://www.bhsu.edu/Portals/0/academics/graduateStudies/SAassessmentcycle.jpg Blocks. http://www.vadv.org/secAction/1000grandmas.html Tape measure. http://healnh.org/YYFH/toolkits/2009/01/waist-circumference.cfm Teamwork. http://www.toastmasters.org/MainMenuCategories/FreeResources/QuestionsaboutLeadership/Teamwork.aspx Question Mark Keyboard : http://www.kk.org/thetechnium/archives/2007/10/how_much_does_o.php

ACRL2011 Workshop: CCD + PDA = A Win-Win for Libraries and Patrons

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