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Planning for the Future: Building a Demand-Driven Acquisitions Model Patron-Driven Acquisitions in Academic Libraries: Maximizing Technology to Minimize Risk ALCTS Pre-Conference New Orleans June 24, 2011 Michael Levine-Clark University of Denver Barbara Kawecki YBP Library Services

ALCTS PDA Preconference 2011

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Page 1: ALCTS PDA Preconference 2011

Planning for the Future: Building a Demand-Driven

Acquisitions ModelPatron-Driven Acquisitions in Academic Libraries: Maximizing Technology to

Minimize RiskALCTS Pre-Conference

New OrleansJune 24, 2011

Michael Levine-ClarkUniversity of Denver

Barbara KaweckiYBP Library Services

Page 2: ALCTS PDA Preconference 2011

A New Way of Thinking About

Library Collections

Page 3: ALCTS PDA Preconference 2011

Definitions

Patron-Driven Acquisitions Faculty requests/input Use data

Demand-Driven Acquisitions Meets immediate need

Page 4: ALCTS PDA Preconference 2011

Annual Book Production, 2009

Page 5: ALCTS PDA Preconference 2011

Books Cataloged 2000-2004 (126,953 Titles)

Page 6: ALCTS PDA Preconference 2011

Books Cataloged 2000-2004 (126,953 Titles)

Page 7: ALCTS PDA Preconference 2011

Demand-Driven Acquisitions Goals

Broaden the Collection More titles More publishers More subjects

Match acquisitions to immediate demand Short-term loans Purchase-on-demand Pay at point of need Pay for amount of need

Page 8: ALCTS PDA Preconference 2011

Redefining the Collection

Everything we can provide in a timely manner

Ultimately, bounded only by budget

Page 9: ALCTS PDA Preconference 2011

The Consideration Pool

Titles available for purchase

Must keep at optimal size relative to budget

Page 10: ALCTS PDA Preconference 2011

Planning and Tools for DDA Projects

Page 11: ALCTS PDA Preconference 2011

Integrated DDA Projects

Integrated Demand Driven Acquisitions

2010/2011 – New levels of cooperation and development between book vendors and ebook aggregators…the best of both worlds

Duplication control with print and ebooks, approval plans and firm orders

Workflow support – Selection, ordering, MARC record customization, invoicing, customer service

Page 12: ALCTS PDA Preconference 2011

DDA Planning

Why are you considering DDA and what’s the focus of the project? Access? Ownership?

Is this a pilot or on-going collection development strategy?

What’s your timeline?

Do you require de-duplication against your print and ebook orders?

What workflow have you considered to support your DDA program? Discovery records? Point of purchase records?

Do you intend to create individual order records and link payments to them for titles purchased through DDA?

What is your budget and how will you pay for DDA?

Page 13: ALCTS PDA Preconference 2011

DDA Implementation - It takes a village!

Bring all stakeholders into the conversation from the beginning

Library: Collection Development, Acquisitions, Cataloging, Systems

Collection Development Manager, Digital Sales, Aggregator representative, Library Technical Services, Customer Service

Task/implementation checklist

Page 14: ALCTS PDA Preconference 2011

DDA Evaluation

What constitutes success?

How will you evaluate the program?

Overview of recent Integrated DDA projects

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Long-Term Management

Page 16: ALCTS PDA Preconference 2011

Filling the Pool

Approval process Broader criteria Inclusion rather than exclusion

Page 17: ALCTS PDA Preconference 2011

Adding/Removing Records

Discovery is key

Must be automatic

Approval vendor

MARC record service

Page 18: ALCTS PDA Preconference 2011

Pool Maintenance

Rules for Length of time in pool Removal Replacement

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Removal of Titles

Removal because of content, quality

Removal because of financial risk

Rules for temporary removal

Rules for permanent removal

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Use Shapes the Pool

Titles that are used get to swim a bit longer Removing titles = unhappy users

Page 21: ALCTS PDA Preconference 2011

A Permanent Collection

Some titles are core Establish criteria for

permanent/longer-term availability Title-by-title Series Publisher Subject

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Role for Vendors

Fill the pool

Provide discovery tools

Remove/replace content

Comprehensive reporting

Page 23: ALCTS PDA Preconference 2011

Vendor Challenge: How to tread water and perform water ballet at the same

time… Integration of print and ebook DDA

Putting DDA at the head of the line

Pool party or multi-vendor support

Syncronized swimming: OPAC, aggregator channel, GOBI

End to end management system

Page 24: ALCTS PDA Preconference 2011

Enhanced Discovery

Page 25: ALCTS PDA Preconference 2011

Customized MARC Records and Enrichment

Discovery Records – created from a print record and customized for the library. Includes LC subject headings

Point of purchase records – can include data to create an order record and/or embedded acquisition data such as invoicing information or link to eInvoice

Enrichment service TOC’s, Summaries, Author biographies/affiliation Increased discoverability and circulation of collection

Page 26: ALCTS PDA Preconference 2011

Thank You!Michael Levine-ClarkCollections LibrarianUniversity of Denver

[email protected]

Barbara KaweckiSenior Digital Content Sales Manager

YBP Library [email protected]