the niso dda working group: toward best practices for demand-driven acquisition of monographs
DESCRIPTION
Speaker: Michael Levine-Clark, Associate Dean for Scholarly Communication and Collections Services, Penrose Library, University of Denver The co-chair of the newly-formed NISO working group for Best Practices for Demand-Driven Acquisition (DDA) of Monographs will report on the group's progress so far and its plans for the coming year. The group will be examining business models and technical issues relating to DDA implementation, and will welcome feedback throughout the year.TRANSCRIPT
Recommended Practices for Demand-Driven Acquisition of Monographs
NISO Forum: The E-Book Renaissance, Part II: Challenges and Opportunities
October 18, 2012
Boston
Michael Levine-Clark, University of Denver
Definitions
Patron-Driven Acquisition (PDA) Acquisition of library materials based on
direct or indirect patron input, including faculty requests and analysis of collection usage
Demand-Driven Acquisition (DDA) Acquisition of library materials based on
patron selection at the point of need.
Why DDA?
Rebalance collection from possible use toward immediate need
Make many more titles available to users A broader, deeper collection
Spend same amount for greater access or less for same access
Why Do We Need Best Practices?
Management of the “consideration pool” – the titles available for purchase or lease Rules for:
Adding titles Keeping unowned titles available Removing titles Managing records
A New Way of Thinking About Acquisition
An evolution from getting books into the collection
To
Long-term management of discovery tools that allow for demand-driven access to monographs
A Disruption to the Entire Publishing Supply Chain
Uncertainty for scholarly publishers
New role for approval vendors From booksellers to service providers
Changing role for academic libraries Stewardship vs access
Potentially similar issues for public libraries, trade publishers
Components of DDA
Free discovery of content Set amount of time in the entire book Set number of pages Front and back matter
Temporary lease
Purchase
Tools and strategies for automated management of the consideration pool
Goals
Develop a flexible model for DDA that works for publishers, vendors, aggregators, and libraries.
Allow for DDA plans that Meet local budget and collection needs Allow for consortial participation Allow for cross-aggregator implementation Account for how DDA impacts all functional
areas of the library
Deliverables
Recommendations for Managing and populating the
consideration pool Developing consistent models for
Free discovery Temporary lease Purchase
Deliverables
Recommendations for Methods for managing multiple formats (p&e) Ways to incorporate print-on-demand (POD) Development of tools and strategies to measure
use Implementation at the local and consortial levels Providing long-term access to unowned e-book
content
Timeline
Appointment of working group
Approval of charge, initial work plan
Completion of information gathering
Completion of initial draft
Gathering of public comments
Completion of final draft
Aug 2012
Oct 2012
June 2013
Aug 2013
Sept 2013
Dec 2013
The Committee
Co-Chairs Barbara Kawecki, YBP Library Services Michael Levine-Clark, University of Denver
Liaison from Business Information Committee Norm Medeiros, Haverford College
The Committee
Librarians Stephen Bosch, University of Arizona Karin Byström, Uppsala University Rochelle Logan, Douglas County Libraries Lisa Mackinder, UC Irvine Jason Price, Claremont Colleges
The Committee
Publishers Lenny Allen, Oxford University Press Lorraine Keelan, Palgrave Macmillan Lisa Nachtigall, Wiley Cory Polonetsky, Elsevier
The Committee
Vendors Scott Bourns, JSTOR Terry Ehling, Project Muse Kari Paulson, EBL Dana Sharvit, Ex Libris David Whitehair, OCLC
Subcommittees
Technical Issues Profiling
Identifying titles for inclusion Identify tiles for removal
Loading/updating/removing records Automated notification about changed
availability of titles Managing order process, queuing for
acquisitions
Subcommittees
Technical Issues (continued) Managing e/p duplication Managing authentication POD as an option Consortial models if they differ from local
models Long-term availability of content
Guarantees of availability of un-owned titles Preservation solutions
Subcommittees
Access Models Free discovery Temporary access Purchase Implications for publishers Consortial models if they differ from local Long-term availability of content
Guarantees of availability of un-owned content Financial implications
Subcommittees
Metrics Cross-aggregator Local vs. consortial Development of spending predictions
based on usage Analyses of referral sources
