you have a dda e-book plan, now how do you manage it?: streamlining individual and consortial dda...
DESCRIPTION
Anne Elguindi (speaker), John Holm (speaker), Sadie Williams (speaker), Sara Finch (speaker)TRANSCRIPT
You Have a DDA E-book Plan, Now How Do You Manage It?
Sadie Williams Director of Product Marketing, Workflow Solutions, ProQuestSara Finch Senior Information Developer, OCLC
John Holm Electronic Resources Librarian, Norwich UniversityAnne C. Elguindi Deputy Director, VIVA
EBL & Demand-driven Acquisitions
EBL founded & DDA model launched
Swinburne launches first DDA program
Orbis Cascadefirst shared-access consortium DDA
Acquired by ProQuest – Begin development of new platform
2004 2005 2010 2013
EBL and ebrary Integration
Unparalleled Platform
Ebook Solutions for Consortia
CONSORTIUM
LIBRARY
LIBRARY
LIB
RA
RY
LIB
RA
RY
Multiple models
Multiplier Model
Limited Loan
Act Collectively Spend Separately
Easy DDA
30 live programs in North America
Consortium & library level reporting
Consortium workflow support
Auto-weeding &
Profile adjustment
De-duplication
Budget & Fund Code
Tools
Auto set & remove
holdings
Electronic Ordering & Invoicing
Real-time Reports
Customized Profiling
EBL DDA Workflow Management Tools
Auto-weeding &
Profile adjustment
De-duplication
Budget & Fund Code
Tools
Auto set & remove
holdings
Electronic Ordering & Invoicing
Real-time Reports
Customized Profiling
EBL DDA profiles built on LCSH, publisher, keyword, price, etc.
Auto-weeding &
Profile adjustment
De-duplication
Budget & Fund Code
Tools
Auto set & remove
holdings
Electronic Ordering & Invoicing
Real-time Reports
Customized Profiling
Auto-remove titles outside a moving date window
Auto-weeding &
Profile adjustment
De-duplication
Budget & Fund Code
Tools
Auto set & remove
holdings
Electronic Ordering & Invoicing
Real-time Reports
Customized Profiling
Retain records that have been touched by patron to preserve catalog experience
Auto-weeding &
Profile adjustment
De-duplication
Budget & Fund Code
Tools
Auto set & remove
holdings
Electronic Invoicing
Real-time Reports
Customized Profiling
The world’s libraries. Connected.
Sara Finch
MA, MLISSenior Information Developer, OCLC
The world’s libraries. Connected.
WorldShare Metadata Collection Manager
• Your users get better access
• Your staff gains time for other priorities
• You see improved return on investment
Streamlined workflows!!
The world’s libraries. Connected.
WorldShare Metadata Collection Managerincluding WorldCat knowledge base functionality
allows you to add and maintain information about your e-resource collections and your proxy settings. Once your collections are represented, you have options!
Links are automatically maintained
Shared collections are synchronized
(consortia)
WorldCat holdings are maintained
Updated MARC records are output,
reports are available
The world’s libraries. Connected.
Set up
The service is included in your full OCLC Cataloging subscription.
Complete the set up one time and your provider and OCLC will automate the rest:
1. Complete the brief request form
2. OCLC Order Services will send you the account information you’ll need to: • Log into the WorldShare interface• FTP to access the server to get your MARC records
The world’s libraries. Connected.
…set up
DDA Collections in the WorldShare interface
When OCLC loads the feed from your provider in your library’s WorldShare interface, we will separate your DDA available titles and your purchased titles so you can better track your purchases and make choices in your settings based on whether or not you own a title.
The world’s libraries. Connected.
…set up
3. Configure your relevant settings as desired• Maintain WorldCat holdings• Enter proxy information and provider-specific ID
The world’s libraries. Connected.
…set up
3. If you need records, enable and customize your MARC records. Choose to receive emailed reports.
Set up is complete!
The world’s libraries. Connected.
Common Record Customizations
Add a tag/subfield for collection notes
MARC Record after processing:=856 40$uhttp://providerid.eblib.com/patron/FullRecord.aspx?p=123456$zClick for resource
Add a subfield and free text to your 856
The world’s libraries. Connected.
How your provider and OCLC automate the process
EBL sends OCLC a weekly feed
OCLC loads the updated feed
Links are
automatically maintained
Shared collections are synchronized
(consortia)
WorldCat holdings are maintained
Updated MARC records are output,
reports are available
Your patron finds and accesses an
eBook
The world’s libraries. Connected.
Thank you!
OCLC began loading library-specific DDA holdings in 2012. OCLC released WorldShare Metadata Collection Manager in August 2012, which supports the output of MARC records based on knowledge base collections and more.
We currently get feeds from EBL and ebrary...
For more information on options for DDA, see: http://www.oclc.org/content/dam/support/knowledge-base/oclc_dda.pdf
Sara Finch, [email protected]
Kreitzberg Library
• Private military college
• 2300 on-campus undergraduates (cadets and civilians)• 1200 students enrolled in College of Graduate and Continuing Studies (fully online)
• 8 librarians, 9 support staff members
Kreitzberg Library/Meredith Farkas http://www.flickr.com/photos/librarianmer/35453880/
Why ebook DDA?
• Research needs of distance students could not be met through ILL
• Limited shelf space for physical materials• Limited acquisitions and collection
development staff• High cost per use for physical monographs
Why EBL?
• Met functional requirements:– Unlimited simultaneous access– Downloading for offline use– Separate invoicing for different user groups
• Flexible profiling options• Intuitive patron-facing interface
Setting holdings in WorldCat knowledge base
• EBL sends customized collection data to OCLC weekly
• No MARC record loading!
Discovery and access via WorldCat Local
Usage, costs: the first two years
FY12
FY13
• 3730 loans
• 97 purchased titles
• 17.6% of e-resource budget
• 2696 loans
• 56 purchased titles
• 15% of e-resource budget
How do we put the brakes on?
D D A
Union Pacific 844, Painted Rocks, NV, 2009/Drew Jacksich http://commons.wikimedia.org/wiki/File%3AUnion_Pacific_844%2C_Painted_Rocks%2C_NV%2C_2009_(crop).jpg
EBL profile and settings
• Settings changes:– Increase auto-purchase trigger from third to
fourth short term loan– Remove Download button from Ebook Details
page• Profile changes:
– Lower price cap for visible titles from $350 to $200– Set 48 month “moving window” to expose only
recently published titles – Restrict “Textbook” lending (3 simultaneous users)
Going forward
• Regular deduping against subscription ebook collections
• Continue monitoring usage monthly• Make further adjustments to profile as needed
The Virtual Library of VirginiaThe consortium of the nonprofit academic libraries within the Commonwealth of Virginia
What is the Virtual Library of Virginia (VIVA)?
• 73 academic libraries (39 public, 33 private, Library of Virginia), including doctorals, four years, two years, and specialized institutions.
• Central funding provided by the Commonwealth of Virginia, additional cost-sharing by members.
• Grounded in the coordinated collection development of online resources and an extensive resource sharing program.
V
www.vivalib.org
The Virtual Library of VirginiaThe consortium of the nonprofit academic libraries within the Commonwealth of Virginia
Challenges with Consortial DDA
• Not all publishers want to participate.• It is difficult to convey the subtleties of DDA to
a wide population.• Record management issues are amplified.
The Virtual Library of VirginiaThe consortium of the nonprofit academic libraries within the Commonwealth of Virginia
DDA within VIVA: The Budget
• The 39 public schools are participating through central funding, starting with $100,000 for the pilot.
• 12 private institutions opted in to the program with an additional shared $22,500.
• The project started in late May 2013, and, as of 10/30/13, $46,350 had been spent, 1,806 Short Terms Loans had been made, and 16 books had been purchased.
The Virtual Library of VirginiaThe consortium of the nonprofit academic libraries within the Commonwealth of Virginia
DDA within VIVA: The Profile
• Publishers: Wiley, Oxford University Press, McGraw-Hill UK, Jossey-Bass, Sage
• STEM-H books only, based on call numbers• $250 list price and under• Published 1/1/2012 or after• English language only
The Virtual Library of VirginiaThe consortium of the nonprofit academic libraries within the Commonwealth of Virginia
DDA within VIVA: Record Management
• Why manage a consortial program through WCKB? It enables:– Delivery of customized MARC records to each
library.– Setting holdings in WorldCat in a way that takes
advantage of central holdings.• Unpurchased books set for CH$ (VIVA’s central OCLC
holdings symbol). • Purchased books set for all participating libraries.
The Virtual Library of VirginiaThe consortium of the nonprofit academic libraries within the Commonwealth of Virginia
DDA within VIVA: Record Management
• EBL sends OCLC new records for our plan each week.
• Two collections in the WorldCat knowledge base are used to manage the records: one for unpurchased books, and one for purchased books.
The Virtual Library of VirginiaThe consortium of the nonprofit academic libraries within the Commonwealth of Virginia
DDA within VIVA: Record Management• The collections are then “shared” with the
VIVA libraries.
The Virtual Library of VirginiaThe consortium of the nonprofit academic libraries within the Commonwealth of Virginia
General Challenges
• Requesting access to WorldShare, general and collection level settings, and record retrieval via FTP were new to many libraries.• To Help: We created detailed documentation in
collaboration with OCLC and EBL that libraries can use to provide access to the DDA e-books.
The Virtual Library of VirginiaThe consortium of the nonprofit academic libraries within the Commonwealth of Virginia
Status of Usage and Records (As of 10/21/13)
Institutions with Usage Institutions that Have Loaded Records but Have No Usage
Institutions that Have Not Loaded Records Yet
0
5
10
15
20
25
30
35
40
45
50
The Virtual Library of VirginiaThe consortium of the nonprofit academic libraries within the Commonwealth of Virginia
Record Management Challenges
• Puzzling out New vs. Update vs. Delete• To Help: You can adjust, to some extent, what
counts as an ‘Update’ for your record workflow.
Questions?