Patron-Driven Acquisition: Turning Theory into Practice (Part 2)
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This document discusses patron-driven acquisition (PDA) in libraries, providing an overview of the topic and addressing related questions and considerations. It begins by defining PDA and explaining why libraries implement PDA programs. It then covers different PDA models for print and electronic resources, as well as budgeting, best practices for starting a PDA program, analyzing usage data, and controversies regarding PDA's effects on collections. The document aims to help libraries successfully plan and implement a PDA program while navigating related challenges.
Patron-Driven Acquisition: Turning Theory into Practice (Part 2)
- 1. PATRON-DRIVEN ACQUISITION Turning Theory into Practice (Part 2) Ben Hunter Head of Cataloging and Collections University of Idaho Library
- 2. Overview Last week: What is PDA? Why do it? PDA models – print and electronic Different vendor models Today: Review and unanswered questions Budgeting considerations PDA in practice: starting an eBook PDA program Circulation/usage of PDA materials PDA controversies
- 3. What is PDA? Adding a specific resource to a library’s collection based on a patron’s immediate need. Hard to separate completely from pay per view Review
- 4. Why or why not? Why? Better service to users? Save time? Save money? A more effective way to build a collection? More content available to our users! Why not? More soon! Review
- 5. Types of PDA: Print Print PDA Request forms ILL-based Print on Demand Considerations: Marketing Budgeting Policies and procedures Review
- 6. Types of PDA: eBooks Ebook providers eBooks on EBSCOhost ebrary EBL Overdrive YBP (coordinates multiple providers) Considerations: Mediated vs. unmediated Budgeting MARC record loads? Attach in WC? Review
- 7. Pilot Projects Gauge demand Assists in budget planning Is this meeting your goals? (why are you doing it?) User satisfaction Use of the service Saving money? Saving time? Review
- 8. Budgeting Poll: If there was enough demand in your library to spend 100% of your budget on PDA, how much would you feel comfortable allocating? 1. 2. 3. 4. 5. 6. 7. 100% 90% 75% 50% 25% 10% 0%
- 9. Budgeting for Print (Request forms) Things you control: Things you don’t control: Size of your user population Actual interest from users Pilot projects: Purchasing policies and guidelines (though don’t change too frequently) Marketing and prominence of form(s) Communicate clearly to users Track purchases and usage – do they line up with goals? Conduct for an appropriate length of time How much to budget? Depends on all of the above – 5%-10%
- 10. Budgeting for Print (ILL-based) Things you control: Pretty much everything Purchasing policies and guidelines Can retroactively apply criteria instead of pilot How much to budget? It’s all up to you.
- 11. Budgeting for Electronic (eBooks) Things you control: Marketing Short term loans vs. purchases Mediated or unmediated The amount of content available The type of content available How much to budget: Harder to estimate, but a pilot project will help gauge demand
- 12. Budgeting for Other Models Print on Demand Upfront investment Similar considerations to eBook PDA Data Driven Acquisitions Often set up with a built in price tag Pay per view (articles) Tokens have built in controls Unmediated or partially mediated Similar considerations to eBook PDA
- 13. Beginning a PDA program 1. 2. 3. 4. Pilot Project Evaluation Implementation Maintenance
- 14. 1. Pilot 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Establish goals Determine budget Choose vendor Determine triggers, loan vs. purchase, etc. Determine catalog size and content Establish timeline Design workflow for discovery Create extraction/deletion plan Training Marketing Implementation
- 15. 2. Evaluation of pilot Usage data Perceptions and satisfaction Effectiveness of training Effectiveness of processing Expenditures Users Librarians (e.g., suitability of purchases for collection) Success of procedures Short term loans and purchases Accesses Duplication with print holdings (accessed titles) Use by subject Total spent Cost per use Did it meet your goals?
- 16. 3. Implementation If pilot is successful, then should have good data to inform: Number of titles to load Subject matter to load Amount to budget Will also: Have an exit strategy Have a solid process in place to load titles Have trained personnel
- 17. 4. Maintenance Continue to monitor use and budget carefully What’s your plan if you might go over budget? Fewer titles available? Reduce by year? Subject? Publisher? Resources to divert to PDA? Adjust mediation, short term loans, etc.? What if it’s not being used? More marketing? Expand offerings? Cease program altogether?
- 18. PDA – Print Usage Numerous studies show significantly higher usage for print PDA titles Nixon, J. M., & Saunders, E. S. (2010). A study of circulation statistics of books on demand: A decade of patron-driven collection development, part 3. Collection Management, 35, 151–161. 10 year study at Purdue showed average circulations of 4.1 to 2.4 for PDA vs. non-PDA Past year of acquisitions at UI Approximately 10% of print obtained through PDA Average 1.692 circulations for PDA, 0.643 average for all But… Guaranteed initial circulation What about same patron returning and checking out again? Subject area bias?
- 19. PDA – eBook Usage For ebook packages, usage tends to follow a long-tail distribution This works well for PDA, but what’s the price per use compared to packages?
- 20. PDA Controversies (i.e., why not?) eBook PDA largely driven by for-profit sector Too many titles in OPAC? Touted by many as a solution to the decline in circulation, but is the rhetoric of “buy the materials and hope someone will use them” accurate? What does this mean to publishers who rely on a certain number of guaranteed library sales? The big question: What does this mean for our collections?
- 21. Effect on collections? Are usage statistics the best metric? By favoring current needs, are we selling out future needs? What about disappearing content? What is the role of a librarian in guiding and recommending through selection? Will users choose the best available source, or the best marketed source? Is PDA just the tip of the iceberg? (complete ondemand availability of all content)
- 22. Review PDA: What and why? Different kinds of PDA (print and electronic) Budgeting Best practices Usage of PDA Controversial aspects of PDA
- 23. Q&A Thanks! Please feel free to contact me with any other questions or comments you may have: bhunter@uidaho.edu
Editor's Notes
- #2: Comment on side!
- #3: Will be incorporating some of questions that weren’t directly answered into review, others have helped guide rest of presentation (lots of budgeting questions – will spend more time today on that than I had initially planned; also questions about long-term impact – will be discussing those as well)
- #10: Control – can always tighten guidelines, can always hide or feature more prominentlyDon’t control – size of population, interest – can vary widely with different user groupsPilot project – define goals (, however much you advertise make it clear to users that this is just a pilot, give it enough time to withstand initial rushAt UI, about 3% of funds go to requests but form is not advertised; other studies show 6% budgeting
- #14: Relied a lot on OCA DDA – working documents available on their website