The Orbis Cascade Alliance
37 academic libraries in ID, OR, & WA
–
–
–
–
–
–
–
–

6 community colleges
16 private 4-year colleges
14 public 4-year colleges (large & small)
1 Health Sciences institution
Total FTE: 258,000
9.2 million titles/28.7 million items
Robust interlibrary request/delivery (Summit)
Funded by membership dues
Cooperative Vision & E-books?
Strategic Vision: “Many libraries, one collection”
• YBP ‘preferred vendor’, enabling sharing of acquisitions
information up-stream
• Shared ILS will take this vision to next level
BUT
• Individual libraries purchasing single e-book titles or
collections
• These e-books not available to other Alliance library users
Program Milestones
2010 -Ebook Team formed; EBL and YBP recommended as DDA
partners
Jan-June 2011
• 15 publishers sign up
• YBP profile set up (all subjects; $250 cap)
• Workflows mapped for discovery options
• Training for public & tech service staff
July 2011 – LAUNCH!
Funding
• All members participate
• Initial funding model patterned on Alliance dues model; later
changed to 30% even split/35% FTE/35% materials budget
• FY 2012 ($462K)
• FY 2013 ($750K)
• FY 2014 ($1M)
• No increase expected in FY 2015

FY12 FY13 FY14 FY15
DDA Model
•

Users discover DDA titles in their local catalog, or the Alliance
Group Catalog

•

Free browse for 5 minutes

•

A Short Term Loan (STL) occurs if the title is used > 5
minutes, or copy/printing content

•

STL is a “rental” averaging 14% of list

•

Title is purchased when a predetermined number of STLs
occur; there is a negotiated consortial multiplier (5)

•

STL trigger can be adjusted (we have gone from 5 to 15), or
autopurchasing can be suspended
Some Statistics
(July 2011-June 2013)
• 13,608 titles available to users (19,500 at highest count)
• ~ 200 new titles added per week
• 1,079 titles purchased
• 18,222 titles were accessed 265,584 times (this includes free
browsing)

• 14,601 titles had 118,692 STLs (incl. owned loans)
• % of titles with STLs: FY2012 – 49%; FY2013 – 77%
• Average # of STLs per title: FY2012 – 2.54; FY2013 – 2.69
• FY2013 STLs (~70K) = 25% of all Summit loans

• $1,182,902.48 spent
From the beginning
•
•
•
•

YBP selected as Orbis Cascade’s preferred vendor in 2007
Present at ebook discussions from 2009 forward
Participated in vendor selection process
Orbis Cascade program first consortial DDA program for YBP
Beyond title profiling
• YBP developed profile for DDA title pool working with
members of the ebook team
• Provided data used in vendor selection process
• Provided data used to negotiate multiplier
• Continue to provide purchasing history data
• Developing new tools to support consortial projects
Individual library support
• Assist libraries in preventing duplication between DDA and
approval or firm ordering
• Coordinate approval and DDA coverage
• Provide consortial purchase history
• Provide full scope of publication information, including
print, ebook and DDA availability
New GOBI consortial display
Getting Started

Identified a
model

Identified a
multiplier

Built
platform
support for
model

Publisher
negotiations

Target DDA
pool size &
settings
Ongoing Support

Workflow support
Recommend adjustments to settings
Usage reports
Continuing discussions with publishers
Current EBL & ebrary Solutions for Consortia

30 programs live in North America
LIBRARY

Multiplier
Limited Loans

Easy DDA

LIBRARY

Act Collectively Spend
Separately

CONSORTIUM

Retrospective DDA

LIBRARY

LIBRARY

Multiplier/Limited Loans
Lessons Learned
Challenges
•
•
•
•
•
•

Range of experience with ebooks & DDA among libraries
Technical issues
Access for non-affiliated users not feasible
Publishers can change prices, terms on titles
Equitable funding formula
Controlling costs
#1 Challenge:

GROWING THE PROGRAM IN A STEADYSTATE FISCAL ENVIRONMENT
What’s Next?
• Continue or modify current model?
• Eliminating content not under consideration
• Looking at access-weighted options for Business/Management,
Computer/IT subjects

• Explore alternative/additional models?
• Shared ownership continues to be strong value

• Adjust funding formula to normalize cost-per-use outliers?
• Do not want to disincentivize use
Thank you!
For more information, visit the
Alliance Ebook Working Group page at
www.orbiscascade.org/index/orbis-cascade-alliance-ebookworking-group

Linda Di Biase
ldibiase@uw.edu

Joan Thompson
jthompson@ybp.com

Jim Bunnelle
bunnelle@lclark.edu

Sadie Williams
sadie.williams@proquest.com
Considerations for a Consortia Model

Publisher
Diversity

Access or
Ownership

Size and
Budget of
Participating
Libraries

Content
Interest
Overlap

Time and
Staff to
Manage

System
Requirements

More Related Content

PPTX
Devising New Collection Policies in Academic Libraries: Let's Be Smart!
PPTX
Pda checklist uksg bystrom perols
PPT
YBP and ebrary Breakfast
PPT
Levine-Clark Kawecki ALCTS PDA Preconference 2011
PDF
Evaluating the Big Deal: Usage Statistics for Decision Making
PDF
Rethinking Monographic Acquisitions in a Large Academic Library: Challenges a...
PPT
Building a Better Knowledgebase: An Investigation of Current Practical Uses a...
Devising New Collection Policies in Academic Libraries: Let's Be Smart!
Pda checklist uksg bystrom perols
YBP and ebrary Breakfast
Levine-Clark Kawecki ALCTS PDA Preconference 2011
Evaluating the Big Deal: Usage Statistics for Decision Making
Rethinking Monographic Acquisitions in a Large Academic Library: Challenges a...
Building a Better Knowledgebase: An Investigation of Current Practical Uses a...

What's hot (10)

PPT
Library, Information & Archives: 2020 Vision
PPTX
Levine-Clark, Recommended Practices for Demand-Driven Acquisition (DDA) of Mo...
PPTX
Building better collections: Demand-Driven Acquisition at the University of D...
PPTX
PASCAL Member Engagement: What Can We Do For You?
PPTX
Vision and design principles for site
PPT
Michigan & Open Source Software
PPTX
A New Service Model through Technology
PPTX
The Higher Education Persona
Library, Information & Archives: 2020 Vision
Levine-Clark, Recommended Practices for Demand-Driven Acquisition (DDA) of Mo...
Building better collections: Demand-Driven Acquisition at the University of D...
PASCAL Member Engagement: What Can We Do For You?
Vision and design principles for site
Michigan & Open Source Software
A New Service Model through Technology
The Higher Education Persona
Ad

Viewers also liked (18)

PDF
Handouts how to use microsoft access to combine cost and usage data for ejour...
PPTX
ASERL's Collaborative Federal Depository Program
PDF
Meeting User Needs & Expectations: A Library’s Quest for Discovery
PDF
How to Build a Digital Library
PPSX
Mobile Access, by Mark Johnson, Highwire
PPTX
Electronic Resources Management: Functional Integration in Technical Services
PPSX
The Individual in the Institution: Integrating the User Experience by Michael...
PPTX
If You Fund it, They Will Come: Leveraging Grants to Gain Faculty Collaboration
PPTX
120 to 12: Reducing days to shelf with vendor services, cat-on-receipt and au...
PPTX
Acquisitions for Newbies
PPTX
Rebuilding the Plane While Flying: Library/Vendor Strategies for Approval Pla...
PDF
Handouts how to use microsoft access to conduct an overlap analysis
PPTX
You Have a DDA E-book Plan, Now How Do You Manage It?: Streamlining Individua...
PPT
Launching an ePreferred Approval Plan, by Aisha Harvey, Duke University Libra...
PPTX
Transformation of the Newspaper Business, by Chris Cowan
PPTX
Offthe shelfe bookforacademiclibrarians
PPTX
The Road Oft Traveled: Collection Analysis and Developmet in a Modern Academi...
PDF
Alphorm.com Formation Implémenter une PKI avec ADCS 2012 R2
Handouts how to use microsoft access to combine cost and usage data for ejour...
ASERL's Collaborative Federal Depository Program
Meeting User Needs & Expectations: A Library’s Quest for Discovery
How to Build a Digital Library
Mobile Access, by Mark Johnson, Highwire
Electronic Resources Management: Functional Integration in Technical Services
The Individual in the Institution: Integrating the User Experience by Michael...
If You Fund it, They Will Come: Leveraging Grants to Gain Faculty Collaboration
120 to 12: Reducing days to shelf with vendor services, cat-on-receipt and au...
Acquisitions for Newbies
Rebuilding the Plane While Flying: Library/Vendor Strategies for Approval Pla...
Handouts how to use microsoft access to conduct an overlap analysis
You Have a DDA E-book Plan, Now How Do You Manage It?: Streamlining Individua...
Launching an ePreferred Approval Plan, by Aisha Harvey, Duke University Libra...
Transformation of the Newspaper Business, by Chris Cowan
Offthe shelfe bookforacademiclibrarians
The Road Oft Traveled: Collection Analysis and Developmet in a Modern Academi...
Alphorm.com Formation Implémenter une PKI avec ADCS 2012 R2
Ad

Similar to Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest (20)

PPTX
NISO Webinar: Evolving Trends in Collection Development Part 2: Putting the U...
PPTX
Data Analysis from Consortial DDA Programs
PPTX
Demand-Driven Acquisitions for a Shared eBook Collection: The Colorado Allian...
PPTX
Developing a Demand-Driven Acquisitions Plan: A Library-Vendor Collaboration
PPT
TRLN Beyond Print: Consortial E-Book Acquisitions: Librarian/Publisher/Vendor...
PPT
TRLN Beyond Print: Consortial E-Book Acquisitions: Librarian/Publisher/Vendor...
PPTX
Levine-Clark, Michael, “Demand-Driven Acquisition at the University of Denver...
PPTX
Inforum ebooks 2015 levine clark
PPTX
Demand-Driven Acquisition in the Colorado Alliance of Research Libraries
PPT
LOR Characteristics and Considerations
PPTX
CLA 2012: Give Them What They Want!
PPTX
CLA 2012: Give Them What They Want!
PPT
It’S Been Geometric! Genco Ppt For Montreal Session
PPTX
E-book Strategies for Libraries
PPT
It’S Been Geometric! Genco Ppt For Ifla Session212 Final
PPTX
Building eBook Collections for the Long Term
PPTX
The Current State of E-Books in Academic Libraries: A North American Perspective
PDF
The Short Term Loan Roller Coaster: the Impact of Publishers' Increasing Pri...
PPT
Building A Digital Ref Collection
PDF
EclipseConEurope2012 SOA - Models As Operational Documentation
NISO Webinar: Evolving Trends in Collection Development Part 2: Putting the U...
Data Analysis from Consortial DDA Programs
Demand-Driven Acquisitions for a Shared eBook Collection: The Colorado Allian...
Developing a Demand-Driven Acquisitions Plan: A Library-Vendor Collaboration
TRLN Beyond Print: Consortial E-Book Acquisitions: Librarian/Publisher/Vendor...
TRLN Beyond Print: Consortial E-Book Acquisitions: Librarian/Publisher/Vendor...
Levine-Clark, Michael, “Demand-Driven Acquisition at the University of Denver...
Inforum ebooks 2015 levine clark
Demand-Driven Acquisition in the Colorado Alliance of Research Libraries
LOR Characteristics and Considerations
CLA 2012: Give Them What They Want!
CLA 2012: Give Them What They Want!
It’S Been Geometric! Genco Ppt For Montreal Session
E-book Strategies for Libraries
It’S Been Geometric! Genco Ppt For Ifla Session212 Final
Building eBook Collections for the Long Term
The Current State of E-Books in Academic Libraries: A North American Perspective
The Short Term Loan Roller Coaster: the Impact of Publishers' Increasing Pri...
Building A Digital Ref Collection
EclipseConEurope2012 SOA - Models As Operational Documentation

Recently uploaded (20)

PDF
David L Page_DCI Research Study Journey_how Methodology can inform one's prac...
PPTX
Climate Change and Its Global Impact.pptx
PDF
LEARNERS WITH ADDITIONAL NEEDS ProfEd Topic
PDF
fundamentals-of-heat-and-mass-transfer-6th-edition_incropera.pdf
PPTX
What’s under the hood: Parsing standardized learning content for AI
PDF
LIFE & LIVING TRILOGY - PART - (2) THE PURPOSE OF LIFE.pdf
PDF
1.Salivary gland disease.pdf 3.Bleeding and Clotting Disorders.pdf important
PDF
Τίμαιος είναι φιλοσοφικός διάλογος του Πλάτωνα
PPTX
Core Concepts of Personalized Learning and Virtual Learning Environments
PPTX
Module on health assessment of CHN. pptx
PDF
International_Financial_Reporting_Standa.pdf
PDF
Everyday Spelling and Grammar by Kathi Wyldeck
PDF
LIFE & LIVING TRILOGY - PART (3) REALITY & MYSTERY.pdf
PPTX
Education and Perspectives of Education.pptx
PDF
Climate and Adaptation MCQs class 7 from chatgpt
PDF
Race Reva University – Shaping Future Leaders in Artificial Intelligence
PDF
FORM 1 BIOLOGY MIND MAPS and their schemes
PDF
M.Tech in Aerospace Engineering | BIT Mesra
PDF
1.3 FINAL REVISED K-10 PE and Health CG 2023 Grades 4-10 (1).pdf
PDF
FOISHS ANNUAL IMPLEMENTATION PLAN 2025.pdf
David L Page_DCI Research Study Journey_how Methodology can inform one's prac...
Climate Change and Its Global Impact.pptx
LEARNERS WITH ADDITIONAL NEEDS ProfEd Topic
fundamentals-of-heat-and-mass-transfer-6th-edition_incropera.pdf
What’s under the hood: Parsing standardized learning content for AI
LIFE & LIVING TRILOGY - PART - (2) THE PURPOSE OF LIFE.pdf
1.Salivary gland disease.pdf 3.Bleeding and Clotting Disorders.pdf important
Τίμαιος είναι φιλοσοφικός διάλογος του Πλάτωνα
Core Concepts of Personalized Learning and Virtual Learning Environments
Module on health assessment of CHN. pptx
International_Financial_Reporting_Standa.pdf
Everyday Spelling and Grammar by Kathi Wyldeck
LIFE & LIVING TRILOGY - PART (3) REALITY & MYSTERY.pdf
Education and Perspectives of Education.pptx
Climate and Adaptation MCQs class 7 from chatgpt
Race Reva University – Shaping Future Leaders in Artificial Intelligence
FORM 1 BIOLOGY MIND MAPS and their schemes
M.Tech in Aerospace Engineering | BIT Mesra
1.3 FINAL REVISED K-10 PE and Health CG 2023 Grades 4-10 (1).pdf
FOISHS ANNUAL IMPLEMENTATION PLAN 2025.pdf

Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

  • 1. The Orbis Cascade Alliance 37 academic libraries in ID, OR, & WA – – – – – – – – 6 community colleges 16 private 4-year colleges 14 public 4-year colleges (large & small) 1 Health Sciences institution Total FTE: 258,000 9.2 million titles/28.7 million items Robust interlibrary request/delivery (Summit) Funded by membership dues
  • 2. Cooperative Vision & E-books? Strategic Vision: “Many libraries, one collection” • YBP ‘preferred vendor’, enabling sharing of acquisitions information up-stream • Shared ILS will take this vision to next level BUT • Individual libraries purchasing single e-book titles or collections • These e-books not available to other Alliance library users
  • 3. Program Milestones 2010 -Ebook Team formed; EBL and YBP recommended as DDA partners Jan-June 2011 • 15 publishers sign up • YBP profile set up (all subjects; $250 cap) • Workflows mapped for discovery options • Training for public & tech service staff July 2011 – LAUNCH!
  • 4. Funding • All members participate • Initial funding model patterned on Alliance dues model; later changed to 30% even split/35% FTE/35% materials budget • FY 2012 ($462K) • FY 2013 ($750K) • FY 2014 ($1M) • No increase expected in FY 2015 FY12 FY13 FY14 FY15
  • 5. DDA Model • Users discover DDA titles in their local catalog, or the Alliance Group Catalog • Free browse for 5 minutes • A Short Term Loan (STL) occurs if the title is used > 5 minutes, or copy/printing content • STL is a “rental” averaging 14% of list • Title is purchased when a predetermined number of STLs occur; there is a negotiated consortial multiplier (5) • STL trigger can be adjusted (we have gone from 5 to 15), or autopurchasing can be suspended
  • 6. Some Statistics (July 2011-June 2013) • 13,608 titles available to users (19,500 at highest count) • ~ 200 new titles added per week • 1,079 titles purchased • 18,222 titles were accessed 265,584 times (this includes free browsing) • 14,601 titles had 118,692 STLs (incl. owned loans) • % of titles with STLs: FY2012 – 49%; FY2013 – 77% • Average # of STLs per title: FY2012 – 2.54; FY2013 – 2.69 • FY2013 STLs (~70K) = 25% of all Summit loans • $1,182,902.48 spent
  • 7. From the beginning • • • • YBP selected as Orbis Cascade’s preferred vendor in 2007 Present at ebook discussions from 2009 forward Participated in vendor selection process Orbis Cascade program first consortial DDA program for YBP
  • 8. Beyond title profiling • YBP developed profile for DDA title pool working with members of the ebook team • Provided data used in vendor selection process • Provided data used to negotiate multiplier • Continue to provide purchasing history data • Developing new tools to support consortial projects
  • 9. Individual library support • Assist libraries in preventing duplication between DDA and approval or firm ordering • Coordinate approval and DDA coverage • Provide consortial purchase history • Provide full scope of publication information, including print, ebook and DDA availability
  • 11. Getting Started Identified a model Identified a multiplier Built platform support for model Publisher negotiations Target DDA pool size & settings
  • 12. Ongoing Support Workflow support Recommend adjustments to settings Usage reports Continuing discussions with publishers
  • 13. Current EBL & ebrary Solutions for Consortia 30 programs live in North America LIBRARY Multiplier Limited Loans Easy DDA LIBRARY Act Collectively Spend Separately CONSORTIUM Retrospective DDA LIBRARY LIBRARY Multiplier/Limited Loans
  • 15. Challenges • • • • • • Range of experience with ebooks & DDA among libraries Technical issues Access for non-affiliated users not feasible Publishers can change prices, terms on titles Equitable funding formula Controlling costs
  • 16. #1 Challenge: GROWING THE PROGRAM IN A STEADYSTATE FISCAL ENVIRONMENT
  • 17. What’s Next? • Continue or modify current model? • Eliminating content not under consideration • Looking at access-weighted options for Business/Management, Computer/IT subjects • Explore alternative/additional models? • Shared ownership continues to be strong value • Adjust funding formula to normalize cost-per-use outliers? • Do not want to disincentivize use
  • 18. Thank you! For more information, visit the Alliance Ebook Working Group page at www.orbiscascade.org/index/orbis-cascade-alliance-ebookworking-group Linda Di Biase ldibiase@uw.edu Joan Thompson jthompson@ybp.com Jim Bunnelle bunnelle@lclark.edu Sadie Williams sadie.williams@proquest.com
  • 19. Considerations for a Consortia Model Publisher Diversity Access or Ownership Size and Budget of Participating Libraries Content Interest Overlap Time and Staff to Manage System Requirements

Editor's Notes

  • #12: My name is sadiewilliams and I worked with Orbis Cascade during the last two years of their program. Linda asked me to give a brief overview of our role I’ll also talk about the role that Orbis has played as a first step for a number of new consortia modelsOrbis was the first shared-access DDA program at EBL and really a pioneer in helping us develop our consortia ebook models.Once EBL was selected as an aggregator, we worked withOrbisCascde to understand their goals and develop a model that fit. As Linda mentioned, shared ownership and collection building was a high priority. At the time, any consortia ebook model available did not remotely fit their goals. EBL worked closely with Orbis cascade to identify what was important to them, what model they could support and build a model that would not only fit them, but something we felt publishers would accept to some extent – knowing we’d have to start with a pilot.. Once we decided on using the multiplier model in combination with DDA, we had to identify th multiplier. Orbis used the data from YBP to show that they on average had purchased just above 3 copies. Initially they thought a multiplier of 3 would fit. But, given that 1.) Not all libraries use YBP and 2.) The nature of a shared print book and a shared ebook was fundamentally different and a shared ebook access a consortia with multiple users give you siginicantly more convenience and reduce in costs and 3.) they were purchasing in combination with DDA/STLS we proposed going to publishers with a multiplier of 5, which we thought would be reasonable for both Orbis and for publishers.Although print data is useful in some cases, as more and more libraries move toward e. publishers have asked for different data and we’ve developed different models for calculating a multiplier as needed.We discussed their needs in terms of workflow support and reporting up front and altered our platform to support their goals including real=time detailed reporting center at the consortia level and library level. We set up authentication so each institution could use their own authentication method and use single-sign un with university login if set up.At the same time we were altering the platform, we started publisher negotiations. As __ said, it is a long process. We didn’t have any back and forth, but stuck to what we felt was a good multiplier. A key point in the relationship with publishers working with Oribs is that we offer usage and expenditure data back to the publishers for this program as well as information about non consortial purchases of their books which in many cases grew, as individual libraries added their own ebook and DDA programs. We worked to identify target size for their initial pool of records. For individual libraries, we use averages to predict spend, which generally proves to be quite accurate. With orbis, we had no similar size institutions so we couldn’t use regular averages to predict spend and had to do some educated guessing when identifying size of the pool. The first year was a bit rough with many changes but by the second year we had a much smoother situation.
  • #13: On going supportWe have worked very closely with Orbis and OCLC to develop two separate workflows. An initial workflow included WCP and then a second utilized the OCLC Knowledge base. We also recommend adjustments to their profile as we watch expenditures over time. Often doing calculations to predict spend through the year and figure out if they need to raise or lower trigger.
  • #14: As I said before, Orbis cascade was really the jumping point for us in terms of consortia models. We now have 30 programs live in N. America across ebl and ebrary. Ebrarybegain with a model very similar to the orbis model as well – although we were not yet “partners.None of our 30 programs are alike and most are uniquely different. Our goal has been to work with each consortia to develop a model that fits them or alter an existing model to fit their needs.