Give ‘em What They Want:

Patron-Driven Collection Development

Hope Barton

, Associate University Librarian, Services, U of Iowa

Mike Wright

, Acquisitions & Rapid Cataloging, U of Iowa

Kit Clatanoff

, Collection Development Manager, YBP

Karen Fischer

, Collections Analysis & Planning, U of Iowa Charleston Conference | Nov. 4, 2010

Our Ebook History

• Vague exploration of e-books across publishers and disciplines (2007-2009) • CIC 2009 Consortium for Library Initiatives Conference: Off the Shelf: Defining Collection Services http://www.cic.net/Home/Calendar/Confere nces/Library/2009/Home.aspx

Off the Shelf: Rick Lugg

Kent Study: Use of library materials: The University of Pittsburgh Study. Books in library and Information science, v. 26. New York, M. Dekker, 1979

Off the Shelf: Lugg cont’d

• 39.8% monographs never circulated during their first 6 years • For books that didn’t circulate in first 2 years, chances of ever circulating were 1 in 4 • If a book didn’t circulate within first 6 years, chances of ever circulating were 1 in 50

Off the Shelf: Lugg cont’d

• 54.2% of titles purchased in 1969 would not have been ordered if at least 2 uses were established as a criterion for a cost effective acquisitions program • At ARL institutions, 56% of books never circulate

Off the Shelf: Dennis Dillon

• Among ARL libraries, printed books on median have an 8% chance of circulating in any given year, or once every 12.5 years • Conclusion: Books are an underperforming asset

E-books, here we come!

• Initial conversation with our friends at YBP, ALA Annual, July 2009 • Full discussion with YBP about our PDA needs, post ALA, July 2009 • PDA pilot with YPB/Ebrary began late August 2009 • From pilot to production, fall 2010

Specifics for PDA

• Ebooks only • Non-mediated approach to title acquisition by patrons • Instantaneous access to the ebook • Duplication control against ebooks owned by the University

Specifics

• UI deposited $25K to start • 10 uses would trigger a purchase • PDA pilot would not be announced to the public • ebrary would provide MARC records to load into our catalog

Specifics

• Initial offering of 100K titles – no attempt to limit other than de-duplication against ebrary’s Academic Complete set • Synergies of the Universe: by accident we loaded only 19K titles; this may have saved the pilot

Specifics

• By Nov. 30 (started Oct. 1) we spent $28K on 262 titles; weekly spend amount was increasing • Clearly this was not sustainable given our finances • Rather than bail, we regrouped

PDA2: The Fix

• While pleased with user response, the pace was unsustainable • In conversation with YBP we decided to run the PDA title list against our virtual approval profile – Also applied YBP’s “pop” filter – Limited set to titles from 2008 on

PDA2: The Fix

• We had also purchased ebook collections from Wiley, Elsevier, and Springer; those were blocked • When the results came in, fewer than 600 titles remained • Date limitation was changed back to 2005 – boosted number to 9K

Working Pilot – YBP Mechanics

• Bring in PDA titles from ebrary • Profile titles against U Iowa requirements • Return to ebrary for MARC information • Titles loaded to UIA catalog

Print Profile Requirements

• 105 Exclusions in LC Subjects • 31 Exclusions in Non-Subjects • 2,000 Exclusions by Publisher/Series • Exclusion of any duplicate editions

Beyond Print Requirements

• Low number of titles in the initial profiling against print offered alternative solutions: • Alter the ebook profiling requirements • Adopt an ebook profile to match the print requirements exactly.

PDA Profile Requirements

• Exclude Academic Complete titles • Exclude ebooks owned by the library • Exclude Popular and Juvenile titles • Exclude LC Classes K-KZD • Limit by price • Exclude specified publisher offerings

PDA Now

• ebrary added add’l titles which went through the same limits, bringing collection to about 12K • Even though new titles aren’t being added by ebrary for now users continue to buy from the existing stock

PDA – Next Phase

• Development at YBP and ebrary for the next phase of the PDA tied to feedback from our beta partners

PDA – Next Phase

• Use of YBP profiling methodology • Weekly updates to PDA pool based on the individual library profile • New purchase triggers with ebrary

New Trigger Definition

• Viewing 10 pages of the body of a book in a single session • Any copy or print • Time-based use of a book for 10 minutes or more

PDA – Next Phase

• Short term loans • Duplication detection • Up-to-date PDA purchase history in GOBI

PDA – Next Phase

• Ongoing dialogue is key

Usage Analysis

• 11-12 months of data for usage and PDA purchases (Sept/Oct ‘09 – Sept ‘10) • 12,947 PDA titles in catalog | 47,367 Academic Complete titles (subscription) in catalog • “user session” = how many times a patron uses a book in unique ebrary sessions

PDA Spending

PDA Publishers

PDA Publishers con’t

Amacom analysis

PDA Subject Analysis

PDA Usage – Most used titles

PDA Usage

PDA & Print Duplicates

• 714 PDA titles purchased in 11-month period • 166 print duplicates (23%)

Print Duplicates Circulation Stats

Print PDA Duplicates – publication date

Total ebrary Title Usage – 11 mos.

Title Usage – most used publishers

Title Usage – average use/title

University Presses – user sessions

University Presses – avg. use/title

Title Usage- Subject Analysis

Most used ebrary titles

Future analyses

• YBP and ebrary will share data – coming early 2011.

• Hope to get better data to analyze the subscription titles from ebrary.

• Statistics will change with ebrary’s change to definition of a “trigger” for purchase (Oct ‘10).

Conclusions & Questions

• Publishers are interested in all the data.

• What does PDA mean for collection management policies? For budget allocations?

• Ebooks data and management - in it’s infancy.

• Changes in our collection development practices • Trust the patron!

Copyright Copyright 2010 by Hope Barton, Kit Clatanoff, Karen Fischer, and Michael Wright, This work is copyrighted under the Creative Commons Attribution Non Commercial 3.0 License. See: http://creativecommons.org/licenses/by-nc/3.0/