Patron-Driven Acquisition: Turning Theory into Practice (Part 1)
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This document provides an overview of patron-driven acquisition (PDA) models for libraries. PDA involves adding resources to a collection based on immediate patron need. Common models include request forms, ILL-initiated purchases, and ebook programs that trigger short-term loans or purchases based on usage. PDA is intended to better serve users, save time and money, and build collections more effectively. The presenter recommends libraries pilot test any PDA program and consider goals, stakeholders, and implementation. Next week's discussion will cover PDA in practice and its implications for library collections and roles.
Patron-Driven Acquisition: Turning Theory into Practice (Part 1)
- 1. PATRON-DRIVEN ACQUISITION Turning Theory into Practice Ben Hunter Head of Cataloging and Collections University of Idaho Library
- 2. Overview Today: What is PDA? Why do it? PDA models – print and electronic Different vendor models Workflow, budgeting, and communication considerations Next week: PDA in practice What does PDA really mean for our collections?
- 3. What we won’t cover eBook usability, platforms, and licensing Detailed technical considerations
- 4. What I don’t know Please comment on the side! Time is built in for Q&A at end. I’m an academic librarian at an underfunded midsized research library. Every situation is unique – please share Public libraries especially!
- 5. Poll What type of library do you work in? 1. 2. 3. 4. 5. 6. 7. Large academic Small academic Large public Small public School/Ed Media Special Other
- 6. PDA defined Patron Driven Acquisitions Demand Driven Acquisitions Patron Initiated Purchasing Purchase on Demand “Adding a specific resource to a library’s collection based on a patron’s immediate need.” Related models: Print on Demand Pay Per View Data Driven Acquisitions
- 7. Poll Does your library currently offer any print or electronic PDA program? 1. 2. 3. 4. 5. 6. Yes – PDA represents a significant portion of our collection development Yes – we have a small PDA program or programs No, but we have in the past No, but we are interested in offering PDA in the near future No, and we have no interest in offering this service Not sure if we do or not
- 8. Why PDA? Better service to users? Save time? Save money? A more effective way to build a collection? Why not? Other reasons? (please comment)
- 9. Different types of PDA Request forms ILL initiated eBook PDA programs Print on demand Also: Data driven acquisitions Pay per view
- 10. Request Forms Almost certainly the oldest form of PDA Paper and/or online Considerations: Mediated vs. unmediated? Overuse? Misuse? Communication to selectors? Budgeting? Marketing? Develop policies and guidelines!
- 11. ILL initiated Dates back to 1990s, maybe earlier? ILL staff can vet based on experience and/or guidelines Can be less expensive and/or faster to purchase a book then to loan via ILL Considerations: How to develop guidelines? Whose budget? Notify selector?
- 12. eBook PDA Different providers, different models EBL Ebrary eBooks on EBSCOhost Overdrive YBP
- 13. General eBook PDA model Choose titles on a “pre-approval” plan Load MARC records into catalog and/or make unpurchased titles available on platform Set number of views or type of usage trigger a short-term loan or purchase (can be mediated) Purchased titles are billed to library or taken out of a pre-paid account Purchased titles permanently licensed
- 14. eBooks on EBSCOhost Purchase is triggered when a patron: Downloads an eBook or audiobook title Views an eBook for more than ten minutes Views more than ten pages of an eBook Prints, emails, or copies & pastes a portion of an eBook page Working on functionality that will allow for simultaneous user limits to be figured into price
- 15. Ebrary Purchase is triggered when a user: Views ten pages (excluding TOC & index) Uses a book for ten minutes (“real usage”) Copies, prints or downloads Can also choose short-term loans instead of purchase to help control costs One to seven day loans Up to three loans per title
- 16. EBL More focused on short-term loans (pay per view) Triggered after five minutes of viewing Can be configured as mediated or unmediated Can set how many short-term loans automatically trigger a purchase Can also manually add titles based on use
- 17. Overdrive All titles available for PDA Can set up as mediated or unmediated Triggers vary by publisher, but often includes descriptive content and first chapter
- 18. YBP Uses GOBI platform EBL, Ebrary, and eBooks on EBSCOhost Platforms and purchasing triggers depend on platform YBP coordinates billing, book selection (based on profile) and MARC record loads Can choose a preferred vendor
- 19. Print on Demand Outsourced Lightning Source Press In-house Espresso Book machine
- 20. Data Driven Acquisitions Create set of titles and make discoverable for a set amount of time At end of set amount of time, receive usage statistics to help inform which titles to purchase permanent access to Elsevier, EBL (sort of)
- 21. Pay per View Copyright Clearance Center Single-use licensing Mediated Augments existing ILL Unmediated More of a “just in time” approach Various ways to control costs Tokens Cost per use of existing packages?
- 22. Pilot Projects Highly recommended to always try out any new program as a pilot project Considerations: Why are you doing it? What’s your ultimate goal? If you don’t know this, how do you know if you’ve succeeded? Are you prepared to fully implement? Who is affected and how to keep them in the loop? Marketing considerations
- 23. Summary What: Adding a specific resource to a library’s collection based on a patron’s immediate need. Why: Better user service, time savings, budget savings, more effective collection building How: Request forms, ILL initiated, ebook programs, pay per view Do a pilot project!
- 24. Next week PDA in practice – what do these models actually look like? What does this mean for our collections? What does it mean to us as librarians? Other topics?