Transcript Grant Writing for Information Agencies

Kent State University Libraries
XXIX Charleston Conference
Issues in Book and Serial Acquisition
Charleston, SC
November 6, 2009
Cooperative Collection Development
Sharing Funds, Resources, and Responsibilities
Across Libraries: A Pilot Progam in Nursing
Presenters
Kay Downey, Rob Kairis
Melissa Spohn, Michael Walmsley
Kent State University -- Background
KSU is the 2nd largest public university in Ohio.
2009 enrollment:

More than 38,400 undergraduates




24,500+ Kent Campus
13,800+ Regional Campuses
5,200+ grad students
280 Academic programs
Kent State University -- Regional Libraries

Ashtabula
(Amy Thomas, Head Librarian)

East Liverpool
(Susan Weaver, Library Director)

Geauga
(Mary Hricko, Library Director)

Kent
(Melissa Spohn, Head Acquisitions)

Salem
(Lilith Kunkel, Library Director)

Stark
(Rob Kairis, Library Director)

Trumbull
(Rose Guerrieri, Library Director)

Tuscarawas
(George Kobulnicky, Library Director)
Kent State University -- Overview
Rationale:



Enhance the institution’s collection development efforts
Identify a specific subject area, common to all campuses
Use this pilot project as a model for adding more disciplines
Components:




Shared Ebook Collection,
Enhanced Access To Electronic Journals,
Combined Approval Plan
Streaming Video
Kent State University -- College of Nursing
Subject Area Common To All Campuses
Undergraduate and Graduate Degree Programs

Associate Degree in Nursing (2 year Ashtabula, East Liverpool, Geauga, and Tuscarawas)

Bachelor of Science in Nursing (B.S.N.)



First year all eight campuses.
Second year at Kent, Ashtabula, Salem, Stark, and Trumbull campuses.
Senior-level nursing courses are available at all campuses via interactive computer technology.

Master of Science in Nursing (M.S.N.)

Master of Science in Nursing/Master of Business Administration (dual degree, M.S.N.-M.B.A.)

Master of Science in Nursing/Master of Public Administration (dual degree, M.S.N.-M.P.A.)

Doctor of Philosophy Degree in Nursing (Ph.D.) – Joint Program with the University of Akron

Post-Master’s Certificates
Kent State University -- Ebooks
ebook Vendor selection and evaluation


Vendor evaluation process
Context of nursing, decided leasing instead buying was a better deal
Ebrary selected



1,700 titles leased in nursing and allied health.
Costs shared equally among regional campus libraries (680 FTE),
Kent campus paid twice the amount (1160 FTE)
Ebrary platform could accommodate other disciplines
Kent State University -- Ebooks
Statistics
E-BRARY USE STATISTICS July 2008 – June 2009
Totals
Ashtabula
East
Liverpool
Geauga
Kent
Salem
Stark
Trumbull
Tuscarawas
317
Documents Viewed
2
9
17
230
7
41
4
7
4966
Pages Viewed
8
43
146
3673
81
846
81
88
141
Pages Copied
0
0
0
73
0
62
0
6
105
Pages Printed
0
1
11
83
0
10
0
0
User Sessions
2
9
19
255
10
64
4
7
370
Kent State University -- Electronic Journals
KSU has rich e-journal content through the OhioLINK consortium
Online resources for accessing content in nursing journals
Specialized Health Services Databases
Ageline (1978 - Current)
Alt-HealthWatch (OhioLINK)
Cochrane Central Register of Controlled Trials
Cochrane Database of Systematic Reviews
Cochrane Library
Consumer Health Complete (OhioLINK)
Database of Abstracts of Reviews of Effects (DARE)
Doody's Core Titles
ETOH Database
Health and Psychosocial Instruments (HAPI) (1985 - Current)
Health Services and Sciences Research Resources (HSSR)
Health Source (consumer edition) (OhioLINK)
Health Source (nursing/academic edition) (OhioLINK)
Human Nutrition Online (1990 - Current)
Images.MD (OhioLINK)
Lexi-PALS Drug Guide (OhioLINK)
MedicLatina (1950 - Current) (OhioLINK)
Natural & Alternative Treatments (OhioLINK)
PsycINFO - Current File (1967 - Current) (OhioLINK)
PsycINFO - Historical File (1887 - 1966) (OhioLINK)
PubMed Central
REHABDATA
Kent State University – YBP Approval Plan
Project Process and Development
1.
Financial Commitments
2.
Selection Assignments
3.
Review / Analysis
4.
Future growth and expansion
http://www.snee.com/bobdc.blog/img/howididit.jpg
Kent State University – YBP Approval Plan
Financial Commitments
KSU Library Expenditures for Nursing (2004-2007)
Campus
Money Spent
Number of Pooled Purchases = 721
Money
Committed
Ave/Year
Ashtabula
East Liverpool
$
1,618.00
Geauga
Number of
Purchases (3yr)
% of Pooled
Purchases
$
2,000.00
97
18%
$
1,500.00
74
13%
$
1,500.00
25
13%
Kent
$
30,236.00
$
10,078.67
$
10,000.00
417
Salem
$
1,497.00
$
499.00
$
1,000.00
158
9%
Stark
$
5,369.00
$
1,789.67
$
2,000.00
160
18%
Trumbull
$
5,176.45
$
1,725.48
$
1,300.00
86
12%
Tuscarawas
$
3,600.00
$
1,200.00
$
2,000.00
121
18%
Totals
$
51,247.45
$
18,700.48
$
21,300.00
1138
100%
Kent State University – YBP Approval Plan
Financial Commitments
Financial Commitment Formula:
$
FC
$
(Trumbull Campus)
FC
<=
<=
Past X Years
Expenditures
X
$5,176.45
3
$
FC
=
$1,300.00
Kent State University – YBP Approval Plan
Selection Assignments

Looked at campuses with unique Nursing/Allied Health related programs
(Physical Therapy, Radiology, Vet Tech, etc.)
Those campuses responsible for selecting and housing titles in those
specific subjects

Traipsed through LC classification system and assigned areas for selection
Assigned selection responsibilities based on past purchasing habits,
expertise, anticipated local needs, etc. Housing of titles would be done
through randomization (based on the % of financial commitment)

Kent Campus current profile plugged in
Selecting and housing titles profiled as Advanced Academic (Regional
Campus selections defined as Basic Academic or Professional)

Removed Nursing from each campus’ existing YBP profiles
As the cooperative profile develops, individual profiles get folded into
the cooperative plan
Kent State University – YBP Approval Plan
Selection Assignments
SELECTOR
Campus
Tuscarawas
LC CLASS
SUBJECT
PURCHASES
R
Medicine (General)
Asht Eastl Geaug Kent Salem Stark Trumb Tusca
1-722
General History
3
723-726
Philosophy. Ethics. Psychology.
Terminal Care
3
Practice of Medicine. Medical
Education
1
Tuscarawas
727-849
Tuscarawas
Tuscarawas
850-855
Research Experimentation
Tuscarawas
856-857
Biomedical Engineering.
858-894
Computer Applications. Medical
Records
Tuscarawas
895-920
Salem
10
5
9
9
1
7
8
Medical physics. Radiology.
Nuclear Medicine.
Nursing
LC Range
Description
1-120
Nursing
Salem
1-81
General. History
East Liverpool
82-86
Nursing profession
Tuscarawas
87-88
Basic nursing care
2
Ashtabula
89-119
Specialties in nursing
2
120-
8
1
1
4
1
1
RT
Stark
4
32
16
97
34
44
8
21
11
4
1
47
27
1
4
1
6
Kent State University – YBP Approval Plan
Selection Assignments
Housing (“ownership”) of titles would be done through randomization
(based on the % of financial commitment)
Randomization Factor (RF) Formula:
RF(%)
(Stark Campus)
=
RF(%)
=
RF(%)
=
FC
$Total
Pool
$2,000
$11,000
18%
Kent State University – YBP Approval Plan
Review and Analysis
Titles included in our profile if it were in place first 9 months last year
Campus
# of
Slips
Cost
Prorated
Estimated
Cost
NURS-1
3
$ 178
$ 269
NURS-ASH
0
NURS-2
14
NURS-LIV
0
NURS-3
1
NURS-GEA
0
NURS-4
6
NURS-SAL
0
NURS-5
2
NURS-STA
0
NURS-6
14
NURS-TRU
0
NURS-7
1
NURS-TUS
0
Fund code
Ashtabula
East
Liverpool
$ 431
$ 122
$ 654
Campus
Ashtabula
$
453.42
18%
East Liverpool
$
327.47
13%
Geauga
$
327.47
13%
Salem
$
226.71
9%
Stark
$
453.42
18%
Trumbull
$
302.28
12%
Tuscarawas
$
453.42
18%
$
2,519.23
$ 185
Geauga
$ 319
Revised Commitments
$ 484
Salem
$ 73
$ 111
Stark
$ 526
$ 798
Trumbull
$ 12
$ 18
$ 1663
$ 2519
Tuscarawas
Total
41
Final commitment = $2,800
(Divided evenly among the 7 Regional Campuses =
$400 per campus)
Simplifies randomization
Kent State University – YBP Approval Plan
Review and Analysis
Number of Books Delivered (NOBD) Formula:
(Salem Campus)
NOBD
= RF%
X Total Books Selected
NOBD
=
X 41
NOBD
=
9%
4
Kent State University - Cooperation
How did this all happen?


Five years ago cooperation wasn’t really part of our vocabulary…not
really
Staff changes







Relationships were built
Trust was built
Communication was better
Looked for ways to be efficient
Looked at ways to share resources and stretch dollars
Timing was right:





Head of Acquisitions began attending Regional Campus Library Director Meetings
Shrinking budgets
Reliable statewide and local delivery system
Duplication of materials was evident in local catalog
All Kent campuses wereYBP customers
YBP willing to help
Kent State University - Cooperation
How we developed the approval plan


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New shared plan was built upon the Kent campus approval plan
Regional campuses were viewed as add-ons or supplements to Kent
plan
 Kent campus = Advance Academic materials
 Regional campuses = General Academic materials
Not much change for Kent campus in terms of what is collected
 Approval books same
 Slips fewer; Gen-Ac. notification gone
Ground rules:
 No reserve materials
 No duplicate copies
 Kent campus orders are ALWAYS added to Kent campus
 Regional orders: random location
 Regional selectors assign location
 All materials received, cataloged, and processed at Kent campus
Kent State University - Cooperation
Disappointments/Victories

Took longer than anticipated to get the project off the ground

Difficult to coordinate

Momentum varied during different parts of the project

YBP was very responsive and willing to work with us

Relationships were built

Understanding and communication increased
Kent State University
YBP: A Partner’s Role

YBP supports innovative cooperative collection initiatives
with library partners

Purchasing history is available in GOBI to predict outcomes
of the new, shared plan

Prospective consortial partners are able to use existing
approval or slip plans to model the new, shared plan

Profiling sessions
Kent State University – YBP Perspective
Shared Approval Plan
Rationale for One Plan

The shared plan is meant to replace Nursing titles previously
available as part approval book or slip plans at the individual KSU
Campuses. The shared plan is for one subject area (but could be
expanded.)

One plan on one base account allows all KSU librarians to see status
of a title at any or all of the KSU campuses.
Kent State University – YBP Perspective
Shared Approval Plan
Basis of Title Selection

The most fundamental agreement that the KSU campuses had to
reach was already in place: split the plan according to Content Level
of the titles.

Treatment of non-subject parameters in the new shared plan reflects
other differences in collecting philosophies among the individual
libraries.
Kent State University – YBP Perspective
Shared Approval Plan
Ordering Accounts



Four ordering subaccounts for notifications were opened, reflecting
different requirements of the orders.
Shared plan allows automatic shipments of books to Kent Main only
Subaccounts also enable tracking of expenditures by location, if
desired.
Fund Codes



Fund Codes added to the plan to aid in identification of titles of
special interest to a particular library
Notifications reaching the library bear these funds
Funds for ordering are fewer, streamlining the order process.
Kent State University – YBP Perspective
Shared Approval Plan
Notifications

Notifications easily set up by fund in GOBI

Because Notifications can also be set up by LC and by Topic,
selectors not bound by a particular fund in reviewing titles

All titles are available for all selectors to see

Status of the title updates in real time
Kent State University – YBP Perspective
Shared Approval Plan
Duplication Control

Shared plan must not compete with existing plans.

Therefore, YBP modified all existing approval plans to exclude
Nursing aspect as identified by YBP Profiling.

All existing plans checked by YBP for send-all presses to prevent
possible duplication with shared plan.
Kent State University – YBP Perspective
Shared Approval Plan
Plan Can Be Expanded to Other Subjects

Shared plan is concerned now with Nursing titles only

Structures Kent State and YBP have put in place allows for
inclusion of other subjects or aspects.

A final goal is a single plan for all the KSU Campuses.
Looking Ahead




Monitor first year of project
Start looking at other disciplines
The Next Discipline (English?)
Cooperative Ownership


The concept of housing a particular title goes away … as books
as requested they remain at the last library that used it
(depends on enhancements to KentLINK (KSU’s ILS).
Over time it is expected that books would end up where they
are most needed.
Project Development Team
http://local.stark.kent.edu/library/charleston2009.ppt
Kevin Deemer, Library Director
Kent State University, Ashtabula Campus
[email protected]
George Kobulnicky, Library Director
Kent State University, Tuscarawas Campus
[email protected]
Rose Guerrieri, Library Director
Kent State University, Trumbull Campus
[email protected]
Kathleen Clatanoff, Regional Manager
Collection Management & Development Group
YBP Library Services
[email protected]
Mary Hricko, Library Director
Kent State University, Geauga Campus
[email protected]
Rob Kairis, Library Director
Kent State University, Stark Campus
[email protected]
Tom Klingler
Assistant Dean for Systems and Technical Services
Kent State University, Kent Campus
[email protected]
Lilith Kunkel, Library Director
Kent State University, Salem Campus
[email protected]
Melissa Spohn, Head of Acquisitions
Kent State University, Kent Campus
[email protected]
Susan Weaver, Library Director
Kent State University, East Liverpool Campus
[email protected]