Niso dda uksg 2014
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The document outlines recommendations from the NISO DDA Working Group for demand-driven acquisition of monographs. It recommends establishing goals for DDA programs, choosing content and models, profiling collections, loading and removing records, assessment, preservation, and consortial DDA. The working group gathered information over two years from surveys and interviews with libraries and publishers. A final report with best practices will be available for public comment until April 24, 2014.
Niso dda uksg 2014
- 1. Best Practices for Demand-Driven Acquisition of Monographs: Recommendations of the NISO DDA Working Group UKSG Harrogate April 14-16, 2014 Barbara Kawecki YBP Library Services Michael Levine-Clark University of Denver
- 2. Goals • Develop a flexible model for DDA that works for publishers, vendors, aggregators, and libraries. • Model should allow for DDA programs that – Meet local budget and collection needs – Allow for consortial participation – Support cross-aggregator implementation – Account for how DDA impacts all functional areas of the library
- 3. Timeline • Appointment of working group • Information gathering – Main survey completed – Interviews – Additional surveys • Public libraries • consortia – Information gathering completed • Completion of initial draft • Gathering of public comments • Completion of final report Aug 2012 Aug 2013 Nov 2013 Mar 2014 24 Mar - 24 Apr 2014 May-June 2014
- 4. Committee members • Lenny Allen Oxford University Press • Stephen Bosch University of Arizona • Scott Bourns JSTOR • Karin Byström Uppsala University • Terry Ehling Project Muse • Barbara Kawecki YBP Library Services • Lorraine Keelan Palgrave Macmillan • Michael Levine-Clark University of Denver • Rochelle Logan Douglas County Libraries • Lisa Mackinder University of California, Irvine • Norm Medeiros Haverford College • Lisa Nachtigall Wiley • Kari Paulson ProQuest • Cory Polonetsky Elsevier • Jason Price SCELC • Dana Sharvit Ex Libris • David Whitehair OCLC
- 6. 1. Establishing Goals • Four Broad Goals for DDA – Saving Money – Spending The Same Amount of Money More Wisely – Providing Broader Access – Building a Permanent Collection via Patron Input
- 7. Saving Money • Providing access to fewer books • Emphasizing temporary access (STLs) over perpetual access (purchasing) • In evidence-based programs, having a higher usage threshold prior to purchase
- 8. Spending Same Amount More Wisely • Larger pool of titles, emphasis on temporary access • Smaller pool of titles, emphasis on perpetual access
- 9. Providing Broader Access • Most expansive pool possible • Emphasizing STLs over perpetual access • In evidence-based programs, having a higher usage threshold prior to purchase
- 10. Building a Permanent Collection via Patron Input • Having a tightly-focused profile/smaller consideration pool • Emphasizing perpetual access over STLs • In evidence-based programs, having a lower usage threshold prior to purchase
- 11. 2. Choosing Content to Make Available • Important Issues – Not all p-books available as e-books – No single supplier provides all e-books – Not all e-books available via DDA or under same models • Therefore – More comprehensive coverage requires more suppliers and more models – Broadest coverage possible = include print – Approval vendors can help manage DDA across multiple suppliers • Publishers should recognize that libraries may wish to limit number of suppliers, and plan accordingly
- 12. 3. Choosing DDA Models Mix of auto-purchase and STL based on goals of program • Auto-Purchase – Purchase triggered on the first use longer than free browse – Purchase triggered after set number of uses – Purchase triggered after set number of STLs • STL – A set number of STLs prior to auto-purchase – Only STLs, with no auto-purchase
- 13. 3. Choosing DDA Models • Evidence-based acquisition – Sometimes only option based on platform capabilities – Library and publisher should develop expectations based on analysis of past usage • Publishers may wish to participate in some or all models. • Some concern by publishers about sustainability of STL
- 14. 4. Profiling • DDA profiles should be based on the broadest definitions possible within these areas, and relative to goals of the program – Subject coverage should provide access to a wide range of content, even in subjects that may not be core – Retrospective coverage for critical mass • Especially in programs that otherwise limit coverage • May or may not overlap with print holdings, depending on library preference
- 15. 5. Loading Records • Libraries should – Load records regularly and as soon after receipt as possible – Load records into as many discovery tools as possible – Code records for easy suppression or removal – Enrich metadata to increase discoverability – Load point-of-purchase records after purchase to ease acquisitions workflow/payment
- 16. 6. Removing Content • Libraries should: – Remove records from all discovery tools as soon as feasible, often using supplier’s delete file – Establish regular cycle for removal – Maintain a record of titles removed for assessment
- 17. 7. Assessment • There are multiple reasons for assessment, so this should be planned from the start – Measuring overall effectiveness of the program – Measuring success at cost reduction – Measuring usage – Predicting future spending – Managing the consideration pool • Data sources might include – COUNTER reports – Vendor/publisher supplied reports – ILS or other local data
- 18. 8. Preservation Libraries and publishers should work together to ensure that un-owned content remains available, perhaps in partnership with third- party solutions such as LOCKSS and Portico.
- 19. 9. Consortial DDA • Three basic models – Multiplier (a multiple of list price allows shared ownership) – Limited Use (shared ownership, but with a cap on use before a second copy purchased) – Buying Club (shared access to consideration pool, but individual ownership)
- 20. 10. Public Library DDA • Mediated • Wish lists • Often not through the catalog
- 21. Recommended Practice Presentation will be on Slideshare: http://www.slideshare.net/MichaelLevineClark Document available for public comment until 24 April, 2014: http://www.niso.org/workrooms/dda/ Survey results: http://www.niso.org/apps/group_public/download.ph p/12541/DDA_Survey_Results.pdf
- 22. Questions, Comments, Suggestions Barbara Kawecki [email protected] Michael Levine-Clark [email protected] http://www.niso.org/workrooms/dda/