workflow changes to support patron-driven acquisitions at ecu
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Emphasizing workflow for a new print patron-driven service. ASERL Webinar February 7, 2013 Lisa Barricella East Carolina University. Workflow changes to Support Patron-Driven Acquisitions at ECU. 27,386 students 21% are enrolled solely as Distance Education students - PowerPoint PPT PresentationTRANSCRIPT
WORKFLOW CHANGES TO SUPPORT PATRON-DRIVEN ACQUISITIONS AT ECUASERL WebinarFebruary 7, 2013Lisa BarricellaEast Carolina University
Emphasizing workflow for a new print patron-driven service
ECU and Joyner Library Facts & Figures 27,386 students 21% are enrolled solely as Distance Education students Many on campus students take both face-to-face and online
classes Doctoral/Research University status as defined by The
Carnegie Foundation Joyner Library has 1.9 million volumes SirsiDynix Symphony ILS Materials budget of 4.5 million
$641,000 for monographic purchases
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History and Adoption of Various Types of Patron-Driven Acquisitions ServicesFall 2006 ILL Purchase on Demand
Now mainstream workflow $10,000 budget No plans to disband even with implementation of Print PDA
August 2011 Patron-Driven Ebooks YBP and Ebrary Now mainstream workflow $31,000 budget
January 2013 Patron-Driven Print Books YBP Shares $31,000 budget with Ebook PDA Still a pilot project
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Summary of Patron-Driven Ebooks Transparent to patrons Records across almost all subject areas 6955 discovery records thus far
3200 were an initial load rest are records profiled weekly by YBP we import the records quarterly
244 purchased titles 444 titles used, not triggered $14,000 spent 2011-2012 FY (139 titles) $9800 spent so far this FY (105 titles)
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Workflow Changes Implemented for Patron-Driven Ebooks
Creation of item type in Symphony ILS Creation of Ebook email distribution list Collection Developers review batches of discovery
records before import Cataloging staff import discovery records quarterly Discovery records used to create purchase order in
the ILS Use of a tracking spreadsheet that is shared
between departments and updated weekly
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How About Offering Print PDA?
Why? Expansion of just-in-time acquisitions Hope to see increase in circulation of print collection Ebook PDA was deemed a success Money was available
What? Books in subject areas of: Geography, History, Political Science,
Religion & Sociology Price cap of $125 for single volume De-duped against our other book profiles with YBP
When? Started working on implementation late summer/fall 2012 Went live January 9, 2013
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How Did It Go? Implemented substantive changes to all the records supplied
by YBP which required planning and deliberation Changes to records supplied by YBP in turn changed workflow
of monographic acquisitions staff for all YBP orders, not just Print PDA
Implemented Google Books Preview which is a nice enhancement for patrons
Ebook ordering challenges Ultimately the changes to acquisitions workflow brought about
by Print PDA will be a timesaver
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Changes to Records Supplied by YBP Added Export Plus records EOCR switched to EOCR Plus (mostly…) OCLC Promptcat switched to YBP OCLC-Plus EDI invoices for more subaccounts
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Workflow Changes Implemented for Patron-Driven Print Books Creation of item type in Symphony ILS Modifications to record import profiles in Symphony ILS Creation of book request email distribution list Collection Developers review profile matches in Gobi
weekly and trigger the Export Plus records Cataloging staff import Export Plus records weekly Creation of 2nd RUSH ordering subaccount in Gobi that
does not generate EOCR Plus records Discovery records used to create the purchase order in
the ILS
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Workflow Changes Implemented for Patron-Driven Print Books, cont. Acquisitions specific info present in YBP OCLC-Plus
records allowing for auto PO generation on more subaccounts
Match point present in more records to expand ability to do EDI invoicing
Purchase requests come via email generated from online request form
Central FTP location for all records related to YBP print purchases, elimination of OCLC
Selectors and acquisitions staff must be mindful to look for export note in Gobi record to determine if a firm order is necessary
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Results
5071 Print PDA discovery records 4575 from retro loads 496 from weekly profile match loads (averages
99/week)4 Purchases since January 9, 2013
$338.40 spent
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Catalog Record – Patron View
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Online Request Form
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Email Notice
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Gobi View of Export Record
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Thank YouLisa Barricella
Monographic AcquisitionsJoyner Library
East Carolina University252-328-0838
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