Understanding Critical Elements of E-books: Acquiring, Sharing, and

Preserving

Part 1: Can I Access the World? Involving Users in E-book Acquisition and Sharing

May 16, 2012

Speakers: Robert Johnson, Beth Bernhardt, Christine Fischer, and Lenny Allen

http://www.niso.org/news/events/2012/nisowebinars/ebooks_acquisition_and_sharing/

Patron Driven Acquisitions: Essentials and OptionsRobert Johnson

Patron Driven Acquisitions

•Essentials▫Have a desired outcome▫Include key staff from across the library▫Ask many questions

•Options▫Speak to many vendors▫Try something new

Patron Driven Acquisitions

•Access▫SUPO, MUPO, TUPO?▫Platform

Downloadable e-reader Handheld device Device agnostic (PDF/HTML)

Patron Driven Acquisitions

•Purchasing▫How many clicks constitute a purchase?

3 clicks appears common Time spent on resource

▫What constitutes a click? Viewing the table of contents Accessing actual content Actions – printing, searching full-text, etc.

Patron Driven Acquisitions

•ILL▫PDA “solves” ILL! (for lenders)

Fast and cost effective for most titles▫Except when it doesn’t (for borrowers)

Consortial agreements, resource libraries▫To find a solution, ask!

Patron Driven Acquisitions

•Content▫When is it available?▫How much is available?▫Vendor/Publisher relationship▫Can you match your approval plans with

the Ebook vendor?

Patron Driven Acquisitions

•UCI Pilot (PIA)▫Save Money▫Reallocate librarian effort▫Provide access to patrons▫Presentations from Coutts, EBL, Ebrary,

NetLibrary (currently using EBL/YBP) See Sue Polanka’s blog post for detailed

chart: http://www.libraries.wright.edu/noshelfrequired/2010/01/06/checklist-for-evaluating-patron-driven-business-models/

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Approvals with PIA

From: “Patron Driven Ebook Acquisition” http://www.slideshare.net/htomren/c204-sibert

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Slips with PIA

From: “Patron Driven Ebook Acquisition” http://www.slideshare.net/htomren/c204-sibert

Patron Driven Acquisitions

•USC Norris Medical Library Pilot▫Evidence Based Collection Development▫Discover patron patterns▫Mediated purchasing to correct for

overrepresented patron use

Patron Driven Acquisitions

•USC Norris Medical Library Pilot▫100 Elsevier titles (current, not

retrospective)▫Unlimited use for 1 year

Loaded in catalog/ERDB Science Direct Platform Monthly reports

▫At end of year, library decides which titles to purchase

Patron Driven Acquisitions

•Determine your institution’s needs•Customize to fit your specific needs•Build evaluation into the process

Additional Reading• De Fino, M., & Lo, M. L. (2011). New roads for patron-driven E-books: Collection development

and technical services implications of a patron-driven acquisitions pilot at Rutgers. Journal of Electronic Resources Librarianship, 23(4), 327-338. doi:10.1080/1941126X.2011.627043

• Esposito, J. (2012). Sizing the market for patron-driven acquisitions (PDA) The Scholarly Kitchen, Retrieved from http://scholarlykitchen.sspnet.org

• List, C. (2011). Tales from Timberline: The 2011 acquisitions institute at Timberline Lodge. Collection Management, 36(4), 246-252. doi:10.1080/01462679.2011.605831

• Novak, J., Powell, K., Sibert, L. & Tomren, H. Patron-driven ebook acquisition Retrieved from http://www.slideshare.net/htomren/c204-sibert

• Polanka, S. Checklist for evaluating patron driven business models Retrieved from http://www.libraries.wright.edu/noshelfrequired/2010/01/06/checklist-for-evaluating-patron-driven-business-models/

• Polanka, S. (2009). Off the shelf: Patron-driven acquisition. Booklist, 105(9), 121-121. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&db=lxh&AN=36323857&site=ehost-live

• Schroeder, R. (2012). When patrons call the shots: Patron-driven acquisition at Brigham Young University. Collection Building, 31(1), 11-14. doi:10.1108/01604951211199128

• Shen, L., Cassidy, E. D., Elmore, E., Griffin, G., Manolovitz, T., Martinez, M., & Turney, L. M. (2011). Head first into the patron-driven acquisition pool: A comparison of librarian selections versus patron purchases. Journal of Electronic Resources Librarianship, 23(3), 203-218. doi:10.1080/1941126X.2011.601224

Beth BernhardtElectronic Resources Librarian / UNC Greensboro

And

Christine FischerHead of Acquisitions / UNC Greensboro

Patron-Driven Acquisition: Lessons Learned and Still Learning

NISO – May 16th 2012

UNC Greensboro Carnegie Classification – Doctoral Intensive

Univ. I FTE is 17,157 Collection

2.8 million items (books, gov docs & microforms)

42,666 journals in Journal Finder 320+ electronic databases

NC’s Women’s College until 1963

Why did we start a pay per view program? Changing user expectations Changing roles for librarians Changing research needs One of the first in the country to provide journal

article pay per view - so why not Circulation statistics Research studies

Why Try Patron-Driven Acquisition?

Price and McDonald Scope of the overall dataset

1 Ebook Vendor – EBL (Ebook Library)

11 Libraries

28,327 ebooks bought from 2006 - 2009

212,887 uses during that period

Purchase Models: User Selection, Pre-Selection, or Mixed

Summary from Price and McDonald

Are user-selected ebooks used less often than preselected ebooks?

No. User-selected ebooks are used ≈2-5x more often

Do user-selected ebooks have a narrower audience?No. User-selected ebooks are used by ≈2-3x more unique users

Are user-selected collections less balanced by subject?

No. User-selected collections are similarly balanced.

More information:Price, Jason and John McDonald et al. “Beguiled by

Bananas? A retrospective study of usage and breadth of patron- vs. librarian- acquired ebook collections” Charleston Conference 2009.

http://www.katina.info/d/2009presentations

Polanka, Sue “Patron-Driven Acquisition.” Booklist. Volume 105 no.9/10 (Jan. 1-15, 2009) p.121

MyiLibrary

Started in 4/1/2009 One subject area – Computer Science Set up a profile 1,144 ebooks that matched the profile were

loaded into the OPAC 70 ebooks ordered – total $7,010 First access is at no cost, second full access

triggers purchase

More Subjects Included In 2011, expanded our offerings to include

ebooks from Physics, Chemistry, Nursing and Business

In 2012, opened up to all disciplines

Coutts MyiLibrary PDA PurchasedFiscal Year Quantity Paid

FY2009 51 $4,763.52FY2010 36 $3,852.53FY2011 238 $22,046.81FY2012 (through April) 482 $40,148.28TOTAL 807 $70,811.14

COUTTS INFORMATION SERVICES      

UNCG - Ebook Patron Selection Plan      Description   Patron Selection Exclude

Appendix HM - Sociology (General)      

Works First Published In * - Countries SLanguage * - Languages XLanguage eng - English SReadership Level Community College/6th Form X Lower Undergraduate S Upper Undergraduate S Graduate - Research S General - Academic S General - Popular X Juvenile X Young Adult XMaterial Type Book X Music Score (CDN Only) X E-Books SFormat Titles without Format SFormat Book with Media S Coffee Table Book X Computer Manual S

Acquisitions - ordering

Order ebook unless print specified by requestor Some faculty continue to choose print May be a delay in availability e- vs. print Order ebooks from numerous sources Patron-Drive Acquisition (PDA) does create

duplication with firm/approval books

Some Solutions Developed workflow with Coutts to send ebook

holdings each month just prior to file download Vendor eliminated duplication before supplying

MARC records Notified vendor which publishers to eliminate

from profile when ebook packages were purchased

BUT – “What about my budget” Safe guards in place

– Vendor plans differ but can include: Deposit accounts Set price limits Real-time invoicing Cut off access if needed Usage Statistics Revisit the Profile

Percentage Purchased

  Records Downloaded

Titles Purchased

% Purchased

FY2010 1,218 

36 3%

FY2011 4,231 

238 5.6%

FY2012 thru 5/8/12

6,234 482 7.7%

 TOTAL 11,683 756 6.5%

Conclusion Monitor our Patron-Driven Acquisition program

by looking at statistics and books purchased Compare ebooks purchased by librarians/

professors with that purchased by patrons Continue to pursue more types of Patron-Driven

Access Still continue with the traditional purchasing

models

Thank youBeth Bernhardt

Electronic Resources Librarian / UNC Greensboro

Beth_Bernhardt@uncg.edu

336-256-1210

Christine Fischer

Head of Acquisitions / UNC Greensboro

Christine_Fischer@uncg.edu

336-256-1193

Demand Driven Acquisitions & the Scholarly Publishing Business Model

Lenny Allen, Director of Institutional Accounts

NISO Webinar:Understanding Critical Elements

of E-books

May 16, 2012

The Monograph Publishing Model:Where Do Monographs Come From?

•Scholars submit proposals to appropriate editors

•Or good editors seek out good scholarship

•Proposal is peer reviewed

•Sales are forecast and title is approved for acquisition

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The Monograph Publishing Model:Key Business Considerations

• Author advance• Author royalty• Production costs• List price• Discipline / Editorial strategy• Sales Forecast

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The Monograph Publishing Model:Sales Forecast & Trajectory

• Lifetime unit sales in the 400 - 600 range

• 80% of monograph sales within first year

• High % of sales via approval plans/slip orders

• Historically consistent and highly predictable

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The Monograph Publishing Model:The P&L (Profit & Loss)

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3 Year Sales Year 1 Year 2 Year 3 Total

Domestic 400 75 25 500

Export 75 75

Other

Total 475 75 25 575

• Sales are forecast for a 3 year period

• Includes domestic and export figures

• Other = special sales

The Monograph Publishing Model:DDA Impact on the Current Business Model

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Current Model = Highly Predictable

DDA = Less Predictable

Advance

Royalty

Production Cost

Unit Sales in 500 Range

?

80% of sales within first year

?

The Monograph Publishing Model:The P&L

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3 Year Sales Year 1 Year 2 Year 3 Total

Domestic 400 75 25 500

Export 75 75

Other

Total 475 75 25 575

3 Year Sales Year 1 Year 2 Year 3 Total

Domestic ? ? ? ??

Export ? ??

Other

Total ?? ?? ?? ??

The Monograph Publishing Model:How Are We Adapting Our Current Model to DDA?

• Invest in Discoverability (and keep investing)

• The Oxford Index

• Experiment with DDA offerings via aggregators

• Data Analysis + More Data Analysis

–Sales trends + calendarization

–Discipline trends

–Print sales trends

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The Monograph Publishing Model: Future Trends & Opportunities

•XML: provides greater functionality & flexibility

•Title by Title sales: provides the ability to customize offerings & mirror approval plans

•Librarian – Supplier – Publisher collaboration is critical

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