Mediated Demand Driven Acquisition: Method or Madness?

Mediated Demand Driven

Acquisition:

Method or Madness?

Sue Fahey, Head, Serials & Acquisitions

Memorial University of Newfoundland

Dianne Keeping, Collection Development Librarian

Memorial University of Newfoundland

Charleston Conference

7 November 2014

Memorial University of Newfoundland

• Established as a memorial to those who lost their lives in

the First and Second World Wars

• A comprehensive research university offering over 100

certificate, diploma, and degree programs at the

undergraduate and graduate levels

• Four campuses:

• Main campus (St. John’s)

• Marine Institute (St. John’s)

• Grenfell Campus (Corner Brook)

• Harlow (Essex, England)

Memorial University of Newfoundland

• Over 400 undergraduate & graduate courses offered

online (DELTS)

• The largest university in Atlantic Canada

• International student population representing 90 countries

• The only university in the province of Newfoundland &

Labrador

Memorial University Libraries

• A multi-branch library system

• Queen Elizabeth II Library (Main campus, St. John’s)

• Music Resource Centre

• Curriculum Materials Centre / Education Library

• Harlow

• Labrador Institute

• Ferriss Hodgett Library (Grenfell College, Corner Brook)

• Dr. C.R. Barrett Library (Marine Institute, St. John’s)

• Health Sciences Library (Main campus, St. John’s)

• 2.5 million titles held

• SIRSIDynix Symphony ILS

Demand Driven Acquisitions at Memorial

• 2005 - present

• Collection Development on Demand

• Print book purchases based on document delivery requests

• 2008 - 2009

• E-book Working Group

• Pilot project with EBL

• 2012 – present

• DDA Committee

• Memorial Libraries Strategic Plan

Memorial Libraries Strategic Plan

• Three Frameworks of the Strategic Plan

• Teaching & Learning

• Public Engagement

• Research

• Research Framework Goal

• Provide faster access to more scholarly monographs

• To be accomplished within the existing budget allocation

Demand Driven Acquisitions with YBP

• Memorial Libraries main monograph vendor

• Able to use the three ebook aggregators: EBSCO, ebrary

& EBL

• Profiling options available to design a detailed DDA plan

that best reflects the needs of Memorial’s Library

• The DDA plan would work in conjunction with the Library’s

existing slip approval plans

Demand Driven Acquisitions with YBP

• The Library’s DDA activity is visible in the GOBI title

notification so selectors can make informed decisions

about potential purchases

• Having DDA records automatically generated by the

profile every week ensures that the consideration pool is

consistently up to date

• Manual DDA option also permits selectors to add titles to

the consideration pool

Why a Mediated Approach?

• Identify, and hopefully resolve, any problems quickly

• Prevent accidental duplication of ebook purchases

• Allow more flexibility to choose a preferred ebook platform

when making purchases

• Less restrictive or DRM free options preferred, if available

Control

DDA Profiling

• Developed from the Library’s slip approval plans

• Book approval plans = expanded

• Slip approval plans = scaled back

• Single system wide DDA plan incorporating the teaching

and research priorities of the four branch libraries

• LC vs. NLM classification

• Broad subject coverage including almost all of the LC

classes

DDA Profiling

• Includes specific instructions on a variety of non-subject

parameters (i.e., content level, format, etc.)

• Publisher and series excludes built into the plan to

attempt to prevent duplication with the Library’s

purchased or subscribed ebook packages

• Price cap: list price $175 US

• Duplication between print & ebook formats is permitted

• Profile (v.2) created Summer 2013 and, like any approval

profile, continues to be revised as necessary

Record Enhancement

• Enhanced customized records

• EBL, EBS or EBR prefix UID in 001

• Added proxy prefix 856

• Added MUN users only 856

• MUNDDA – 949

• Fund Code – 960

• TOC content added - 970

The Records Load

• Weekly

• July 2013 – present

• Retro

• December 2013

DDA – STL to Perpetual

• Library patron triggers an STL by accessing and

exploring/downloading an ebook

• Following the 3rd STL, the Library purchases a perpetual

ebook (1 simultaneous user)

• Automated vs Manual

The Mediated Approach

• Acquisitions staff notes each STL in the ILS and

associates it with a subject fund

• When the third STL occurs the descriptive record is

shadowed in the ILS

• GOBI is searched to determine if the title is available for

purchase directly from the publisher

• An order is placed with YBP for the ebook on the

publisher’s or aggregator’s platform as available

• Aggregator who supplied DDA access is contacted to

request removal of the title, or the administrative site is

accessed, to remove the title from the DDA pool

DDA Statistics

• 26,000 DDA records in ILS

• 2040 STLs occurred

• Total $ spent on STLs = $34,059.03

• Average cost per STL = $ 16.71

• 85 titles purchased

• Total $ spent on perpetual purchases = $10,167.77

• Average cost per purchase = $101.50

Maintenance

• Tracking STL activity in the ILS

• Monitoring STL & list price costs

• Shadowing & removing records in the ILS and

aggregator’s admin site

• Due to publisher’s change in distribution rights

• Due to increase cost of STL

• Because we opt to buy to ebook

• Duplication with one of our ebook packages

• Notify YBP to update GOBI history

Benefits of Mediation

• Caught rising STL costs early in the process

• Have caught invoicing errors

• Have caught errors in notifications from aggregators

• Have purchased 25% of titles on the publishers platform

• Have prevented purchasing duplicates

Pros and Cons of DDA

Pros

• Accessibility of titles in subject areas not collected previously

• Economically beneficial

• More content

• Popular with library patrons

• Access to titles held in print that have been checked out

Cons

• Workload

• Monitoring

• Maintenance of ILS and Aggregator DDA Pool

The Future of DDA

Concerns

• Instability of Pricing

• Removal of Content

• Stability of Content

• Weeding/De-selection

Memorial University Libraries

DDA Committee Members

• Louise White (chair)

• Beth Maddigan

• Iris Liu

• Jeannie Bail

• Wayne Mitchelmore

• Dianne Keeping

• Sue Fahey

QUESTIONS?