aserl presentation february 7, 2013 dawn hale. populations served - all campuses (faculty, students,...
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OPERATIONAL WORKFLOWS TO SUPPORT EBOOK PDA AT JOHNS
HOPKINS UNIVERSITY
ASERL presentation February 7, 2013
Dawn Hale
Populations served - all campuses (faculty, students, researchers)
60.9% Sciences, medicine, engineering 28.6% Social Sciences 10.5 % Humanities & music
Johns Hopkins University
Ebook collection complements print
Ebook firm order purchases:◦ bundles/packages ◦ all publisher’s available ebooks (Springer) ◦ individual title firm orders
969,882 titles total (99.9% of all JHU purchased ebooks)
JHU implemented EBL PDA 2010 (additional .1% purchased ebooks)
JHU Ebook purchasing strategies
No “loan” free browse use:Owned titles: 10 minutes free browse useNon-owned titles: 5 minutes free browse use
After “no loan” use period ends, user prompted to either create a loan or return to the catalog
After 3 loans, title automatically purchased
EBL business model
Profile customizations:Excluded particular disciplines (Engineering,
Home Economics, Journalism, Medicine, Military Science, Nursing, Tourism)
excluded Springerincluded titles published after 1/1/2009 included titles made available to EBL after
1/1/10Short term loan cost limit = $30Auto-purchase titles cost limit = $300
Eliminate duplicate titles (JHU output 2005+ imprints; EBL compares ISBN, supplies non-owned titles)
JHU EBL profile
Create ILS item records with distinct collection code for type
(discovery vs. STL vs. purchased)
Macro updates ILS item record collection code based invoice
Tracking EBL titles by type
6 general fund categories
No EDI invoicing: ◦ Excel financial spreadsheet (columns for
leased vs. firm order titles vs. auto-purchased)
Macro moves titles/type onto separate spreadsheets = total cost/type
Separate budget code/type (track type aggregated cost in ILS, not title cost)
Create separate PO line for aggregated cost/type (e.g., STL vs. purchase)
EBL expenditure tracking
Import EBL Discovery file
EBL emails invoice of previous week’s
transactions (STL, AUTOPurchase, Firm
ordered
Macro creates separate POI line for each type’s
aggregated cost (no individual titles in
acquisitions module).
Financial processes charges for each type &
uploads invoice file into SAP so check cut.
Macro searches titles in JHU catalog & updates collection type by type (STL, AUTOPurchse, Firm
Order)
Catalogers overlay EBL discovery record with
WCP catalog record for purchased titles
JHU Backend Workflow
JHU retains separate ILS records for print vs. e-version (OCLC WCP records overlay EBL discovery record)
Batch delete EBL MARC records from ILS Have not purged discovery records since 2010 Occasionally change profile to exclude packages
purchased directly (e.g., OECD iLibrary , Oxford Scholarship Online)
Purchased ebooks in catalog
Purchased EBL titles: 665 automatically purchased 389 firm ordered (mostly Reserves) 1,054 purchased titles (.1% of all ebooks)
Non-purchased Patron on Demand ebooks currently in catalog:
65,535 discovery records
Ebook Patron Driven Acquisitions: Nov 2010
– Dec 2012 statistics
JHU EBL Uses & Average Title Cost: November 2010- December 2012
Autopurchase Firm Order Purchase Short Term Loan Total uses
Number of Uses: 665 389 13,127 14,181
Average Cost: $73.71/title $67.42/title $10.73/title
JHU Total PDA Spend 10/2010 – 12/2012: $214,131.64
23%
66%
11%
Cost Distribution
Auto Purchase Short Term Loan Direct Buy
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BrowsesTransactions
JHU’s 2012 Top 15 Publishers
LC CALL NUMBER LC DESCRIPTION# TRANSACTIONS
HD Industries 790 QA Mathematics 682 HF Comerce 486 DS History - Asia 384 HC Economic History 341 HG Finance 335 HM Sociology, General 273 HB Economic Theory 261 TA Engineering, General Civil 237 RA Public Aspects of Medicine 231 TK Electrical Engineering 208 HV Social Pathology, Social & Public Welfare 201 QD Chemistry 175 F US history (Local & British America) 172 D History (General, Europe) 163 E US history (General 158 BF Psychology 155 B Philosophy, General 148 BP Islam, Bahai Faith, Theosophy 130 GV Recreation/Leisure 115
JHU’s 2012 Top 20 Subject Transactions
Ability to offer more content to the community
Extends purchasing power Provides “just in time” 24x7 access Data to assess how/what our scholars use:
build better, more relevant collections Easy to integrate/automate PDA backend
processes with ILS
Value of Ebook PDA
