shared e-books from coast to coast: consortial programs in florida and the pacific northwest

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The Orbis Cascade Alliance 37 academic libraries in ID, OR, & WA 6 community colleges 16 private 4-year colleges 14 public 4-year colleges (large & small) 1 Health Sciences institution Total FTE: 258,000 9.2 million titles/28.7 million items Robust interlibrary request/delivery (Summit) Funded by membership dues

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Page 1: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

The Orbis Cascade Alliance

37 academic libraries in ID, OR, & WA– 6 community colleges– 16 private 4-year colleges– 14 public 4-year colleges (large & small)– 1 Health Sciences institution– Total FTE: 258,000– 9.2 million titles/28.7 million items– Robust interlibrary request/delivery (Summit) – Funded by membership dues

Page 2: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Cooperative Vision & E-books?

Strategic Vision: “Many libraries, one collection” • YBP ‘preferred vendor’, enabling sharing of acquisitions

information up-stream• Shared ILS will take this vision to next level

BUT• Individual libraries purchasing single e-book titles or

collections• These e-books not available to other Alliance library users

Page 3: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Program Milestones

2010 -Ebook Team formed; EBL and YBP recommended as DDA partners

Jan-June 2011• 15 publishers sign up• YBP profile set up (all subjects; $250 cap)• Workflows mapped for discovery options• Training for public & tech service staff

July 2011 – LAUNCH!

Page 4: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Funding• All members participate• Initial funding model patterned on Alliance dues model; later

changed to 30% even split/35% FTE/35% materials budget• FY 2012 ($462K)• FY 2013 ($750K)• FY 2014 ($1M)• No increase expected in FY 2015

FY12 FY13 FY14 FY15

Page 5: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

DDA Model• Users discover DDA titles in their local catalog, or the Alliance

Group Catalog

• Free browse for 5 minutes

• A Short Term Loan (STL) occurs if the title is used > 5 minutes, or copy/printing content

• STL is a “rental” averaging 14% of list

• Title is purchased when a predetermined number of STLs occur; there is a negotiated consortial multiplier (5)

• STL trigger can be adjusted (we have gone from 5 to 15), or autopurchasing can be suspended

Page 6: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Some Statistics(July 2011-June 2013)

• 13,608 titles available to users (19,500 at highest count)• ~ 200 new titles added per week• 1,079 titles purchased • 18,222 titles were accessed 265,584 times (this includes free

browsing) • 14,601 titles had 118,692 STLs (incl. owned loans)• % of titles with STLs: FY2012 – 49%; FY2013 – 77%• Average # of STLs per title: FY2012 – 2.54; FY2013 – 2.69• FY2013 STLs (~70K) = 25% of all Summit loans

• $1,182,902.48 spent

Page 7: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

From the beginning

• YBP selected as Orbis Cascade’s preferred vendor in 2007• Present at ebook discussions from 2009 forward• Participated in vendor selection process• Orbis Cascade program first consortial DDA program for YBP

Page 8: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Beyond title profiling

• YBP developed profile for DDA title pool working with members of the ebook team

• Provided data used in vendor selection process• Provided data used to negotiate multiplier• Continue to provide purchasing history data• Developing new tools to support consortial projects

Page 9: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Individual library support

• Assist libraries in preventing duplication between DDA and approval or firm ordering

• Coordinate approval and DDA coverage• Provide consortial purchase history• Provide full scope of publication information, including print,

ebook and DDA availability

Page 10: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

New GOBI consortial display

Page 11: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Getting Started

Identified a model

Identified a multiplier

Built platform

support for model

Target DDA pool size &

settingsPublisher

negotiations

Page 12: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Ongoing Support

Workflow support

Recommend adjustments to settings

Usage reports

Continuing discussions with publishers

Page 13: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Current EBL & ebrary Solutions for Consortia

CONSORTIUM

LIBRARY

LIBRARY

LIB

RA

RY

LIB

RA

RY

Multiplier

Limited Loans

Multiplier/Limited Loans

Act Collectively Spend Separately

Easy DDA

Retrospective DDA

30 programs live in North America

Page 14: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Lessons Learned

Page 15: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Challenges• Range of experience with ebooks & DDA among libraries• Technical issues• Access for non-affiliated users not feasible• Publishers can change prices, terms on titles• Equitable funding formula• Controlling costs

Page 16: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

GROWING THE PROGRAM IN A STEADY-STATE FISCAL ENVIRONMENT

#1 Challenge:

Page 17: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

What’s Next? • Continue or modify current model?

• Eliminating content not under consideration• Looking at access-weighted options for Business/Management,

Computer/IT subjects

• Explore alternative/additional models?• Shared ownership continues to be strong value

• Adjust funding formula to normalize cost-per-use outliers?• Do not want to disincentivize use

Page 19: Shared E-books from Coast to Coast: Consortial Programs in Florida and the Pacific Northwest

Considerations for a Consortia Model

Which Model?

Size and Budget of

Participating Libraries

Access or Ownership

Time and Staff to Manage

Content Interest Overlap

System Requirements

Publisher Diversity