Patron-driven ebook acquisitionjohn novak, keith powell, lisa sibert and holly tomreninternet librarian 2010oct. 26, 2010
PIA, PhilosophicallyPDA? . . . PIA!  Patron Initiated Acquisition of eBooksPIA’s a pilotProspective, not retrospectiveEvery book its useAllow patron need to determine the materials we purchase100% usage for every eBook title purchased100% usage for every eBook dollar spentPrint: ~50% usageBottom line(s): Save money (hopefully)Acquire more relevant contentSpend money (more) wisely 2
PDA, EnvironmentallyPDA funded/spending based on depositPDA programs set up for backfill Vendor perspectiveAcademic institution perspectiveContent and availabilityVery few simultaneous print and eBook releasesNot all print released as eBook3
PublishersCambridge, Chicago, Oxford UPsWhy these three?Nearly half of print titles had electronic equivalentContent level appropriate for university libraryOur own study found the average delay of p & e release was acceptableCambridge – 48.5 daysChicago – 78 daysOxford – 9 days4
Where’s the Easy Button?The PublishersContinued traditional publication of printEmerging place of electronicThe VendorspBook vendorseBook vendorsCommunicationThe LibrariansControl issues – over selectionControl issues – spending5
What We Want is ProblematicSave money – spend as we go (no deposit)Desire current contentReplacing portion of print approval plan – robust profilingEach vendor has a different pricing modelSingle vs. Multiple User pricingWhat determines a purchase?Defining a click/useSimultaneous publication of p & e (nope)Vendor coordinate p & e (filling gaps) - automatic hands-off processCoordinating p & e through one vendor difficult6
Not What We Hoped…Different VendorsDifferent listsDifferent pricingDifferent purchase modelsDifferent capabilitiesP vendors and e vendors - communicationHow to play together?Partnerships?  Hmmm… “What looks large from a distance close up ain’t never that big.” – Bob Dylan7
Into the BreachChoosing a vendorCan’t we just load some records?Catch the sky when it fallsIt’s a pilot…8
Why We Chose Who We ChosePIA eBook records need to match print profileSeamless synchronization of e to p approval planCommunication of availability of e and p between vendors OR one vendor to handle bothCommunication of delays between e and pAbility to track expenditures with fund codesThe Easy Button … maybe, at last…A familiar platform“Single Vendor” – Coutts/MyiLibraryGetting the content out there!!!“It’s a Pilot” – we will assess, no commitments9
PIA with CouttsCoutts: pBook and eBook vendorMap print approval plan into PIA plan; titles matched against PIA planIf eBook available within eight weeks of print release date, Coutts sends an eBook recordProfiled as ‘book’ or ‘slip’Both ‘book’ and ‘slip’ eBook records loaded to OPACIf no eBook within eight weeks, Coutts ships pBookProfiled as ‘book’‘Slips’ sent as Excel for firm order with Coutts10
Approvals with PIA11
Slips with PIA12
WorkflowEBook MARC record loaded into OPACDiscovery: OPAC and MyiLibraryFirst 2 uses of eBook are ‘free’Purchase triggered at 3rd useInvoiced monthly for titles purchasedBooks charged to fund codes – no deposit accountFull catalogingVendor MARC records replaced with OCLC recordsEBooks activated in link resolver13
MARC Record CustomizationVendor customizations:Fund code (904 field)URL goes to product pageLocal customizations (using MarcEdit):Control number: piayymmdd (035 field)Local note: PIA UNPURCHASED EBOOK (599 field)Same cataloging treatment as other e-resources14
Public OPAC View15
Internal MARC View16
Going Forward: We Still Want What We Want	From VendorsRobust profilingAutomatic coordination of e & pFill content gapsSpend wisely, save moneyOCLC #s in MARCsRobust readerRobust use permissionsFrom PublishersAll p has an e equivalentPublicize an e publishing scheduleFinal caveat: landscape has changed since we started17
Thank youJohn Novak, novakj@uci.eduKeith Powell, kpowell@uci.eduLisa Sibert, lsibert@uci.eduHolly Tomren, htomren@uci.edu18

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Patron-Driven Ebook Acquisition

  • 1. Patron-driven ebook acquisitionjohn novak, keith powell, lisa sibert and holly tomreninternet librarian 2010oct. 26, 2010
  • 2. PIA, PhilosophicallyPDA? . . . PIA! Patron Initiated Acquisition of eBooksPIA’s a pilotProspective, not retrospectiveEvery book its useAllow patron need to determine the materials we purchase100% usage for every eBook title purchased100% usage for every eBook dollar spentPrint: ~50% usageBottom line(s): Save money (hopefully)Acquire more relevant contentSpend money (more) wisely 2
  • 3. PDA, EnvironmentallyPDA funded/spending based on depositPDA programs set up for backfill Vendor perspectiveAcademic institution perspectiveContent and availabilityVery few simultaneous print and eBook releasesNot all print released as eBook3
  • 4. PublishersCambridge, Chicago, Oxford UPsWhy these three?Nearly half of print titles had electronic equivalentContent level appropriate for university libraryOur own study found the average delay of p & e release was acceptableCambridge – 48.5 daysChicago – 78 daysOxford – 9 days4
  • 5. Where’s the Easy Button?The PublishersContinued traditional publication of printEmerging place of electronicThe VendorspBook vendorseBook vendorsCommunicationThe LibrariansControl issues – over selectionControl issues – spending5
  • 6. What We Want is ProblematicSave money – spend as we go (no deposit)Desire current contentReplacing portion of print approval plan – robust profilingEach vendor has a different pricing modelSingle vs. Multiple User pricingWhat determines a purchase?Defining a click/useSimultaneous publication of p & e (nope)Vendor coordinate p & e (filling gaps) - automatic hands-off processCoordinating p & e through one vendor difficult6
  • 7. Not What We Hoped…Different VendorsDifferent listsDifferent pricingDifferent purchase modelsDifferent capabilitiesP vendors and e vendors - communicationHow to play together?Partnerships? Hmmm… “What looks large from a distance close up ain’t never that big.” – Bob Dylan7
  • 8. Into the BreachChoosing a vendorCan’t we just load some records?Catch the sky when it fallsIt’s a pilot…8
  • 9. Why We Chose Who We ChosePIA eBook records need to match print profileSeamless synchronization of e to p approval planCommunication of availability of e and p between vendors OR one vendor to handle bothCommunication of delays between e and pAbility to track expenditures with fund codesThe Easy Button … maybe, at last…A familiar platform“Single Vendor” – Coutts/MyiLibraryGetting the content out there!!!“It’s a Pilot” – we will assess, no commitments9
  • 10. PIA with CouttsCoutts: pBook and eBook vendorMap print approval plan into PIA plan; titles matched against PIA planIf eBook available within eight weeks of print release date, Coutts sends an eBook recordProfiled as ‘book’ or ‘slip’Both ‘book’ and ‘slip’ eBook records loaded to OPACIf no eBook within eight weeks, Coutts ships pBookProfiled as ‘book’‘Slips’ sent as Excel for firm order with Coutts10
  • 13. WorkflowEBook MARC record loaded into OPACDiscovery: OPAC and MyiLibraryFirst 2 uses of eBook are ‘free’Purchase triggered at 3rd useInvoiced monthly for titles purchasedBooks charged to fund codes – no deposit accountFull catalogingVendor MARC records replaced with OCLC recordsEBooks activated in link resolver13
  • 14. MARC Record CustomizationVendor customizations:Fund code (904 field)URL goes to product pageLocal customizations (using MarcEdit):Control number: piayymmdd (035 field)Local note: PIA UNPURCHASED EBOOK (599 field)Same cataloging treatment as other e-resources14
  • 17. Going Forward: We Still Want What We Want From VendorsRobust profilingAutomatic coordination of e & pFill content gapsSpend wisely, save moneyOCLC #s in MARCsRobust readerRobust use permissionsFrom PublishersAll p has an e equivalentPublicize an e publishing scheduleFinal caveat: landscape has changed since we started17
  • 18. Thank youJohn Novak, novakj@uci.eduKeith Powell, kpowell@uci.eduLisa Sibert, lsibert@uci.eduHolly Tomren, htomren@uci.edu18