the niso dda working group: toward best practices for demand-driven acquisition of monographs

Recommended Practices for Demand-Driven Acquisition of Monographs

NISO Forum: The E-Book Renaissance, Part II: Challenges and Opportunities

October 18, 2012

Boston

Michael Levine-Clark, University of Denver

michael.levine-clark@du.edu

Definitions

Patron-Driven Acquisition (PDA) Acquisition of library materials based on

direct or indirect patron input, including faculty requests and analysis of collection usage

Demand-Driven Acquisition (DDA) Acquisition of library materials based on

patron selection at the point of need.

Why DDA?

Rebalance collection from possible use toward immediate need

Make many more titles available to users A broader, deeper collection

Spend same amount for greater access or less for same access

Why Do We Need Best Practices?

Management of the “consideration pool” – the titles available for purchase or lease Rules for:

Adding titles Keeping unowned titles available Removing titles Managing records

A New Way of Thinking About Acquisition

An evolution from getting books into the collection

To

Long-term management of discovery tools that allow for demand-driven access to monographs

A Disruption to the Entire Publishing Supply Chain

Uncertainty for scholarly publishers

New role for approval vendors From booksellers to service providers

Changing role for academic libraries Stewardship vs access

Potentially similar issues for public libraries, trade publishers

Components of DDA

Free discovery of content Set amount of time in the entire book Set number of pages Front and back matter

Temporary lease

Purchase

Tools and strategies for automated management of the consideration pool

Goals

Develop a flexible model for DDA that works for publishers, vendors, aggregators, and libraries.

Allow for DDA plans that Meet local budget and collection needs Allow for consortial participation Allow for cross-aggregator implementation Account for how DDA impacts all functional

areas of the library

Deliverables

Recommendations for Managing and populating the

consideration pool Developing consistent models for

Free discovery Temporary lease Purchase

Deliverables

Recommendations for Methods for managing multiple formats (p&e) Ways to incorporate print-on-demand (POD) Development of tools and strategies to measure

use Implementation at the local and consortial levels Providing long-term access to unowned e-book

content

Timeline

Appointment of working group

Approval of charge, initial work plan

Completion of information gathering

Completion of initial draft

Gathering of public comments

Completion of final draft

Aug 2012

Oct 2012

June 2013

Aug 2013

Sept 2013

Dec 2013

The Committee

Co-Chairs Barbara Kawecki, YBP Library Services Michael Levine-Clark, University of Denver

Liaison from Business Information Committee Norm Medeiros, Haverford College

The Committee

Librarians Stephen Bosch, University of Arizona Karin Byström, Uppsala University Rochelle Logan, Douglas County Libraries Lisa Mackinder, UC Irvine Jason Price, Claremont Colleges

The Committee

Publishers Lenny Allen, Oxford University Press Lorraine Keelan, Palgrave Macmillan Lisa Nachtigall, Wiley Cory Polonetsky, Elsevier

The Committee

Vendors Scott Bourns, JSTOR Terry Ehling, Project Muse Kari Paulson, EBL Dana Sharvit, Ex Libris David Whitehair, OCLC

Subcommittees

Technical Issues Profiling

Identifying titles for inclusion Identify tiles for removal

Loading/updating/removing records Automated notification about changed

availability of titles Managing order process, queuing for

acquisitions

Subcommittees

Technical Issues (continued) Managing e/p duplication Managing authentication POD as an option Consortial models if they differ from local

models Long-term availability of content

Guarantees of availability of un-owned titles Preservation solutions

Subcommittees

Access Models Free discovery Temporary access Purchase Implications for publishers Consortial models if they differ from local Long-term availability of content

Guarantees of availability of un-owned content Financial implications

Subcommittees

Metrics Cross-aggregator Local vs. consortial Development of spending predictions

based on usage Analyses of referral sources

Thank YouMichael Levine-Clark

michael.levine-clark@du.edu