You Have a DDA E-book Plan,
Now How Do You Manage It?
Charleston Conference 2013
Sadie Williams Director of Product Marketing, Workflow Solutions, ProQuest
Sara Finch Senior Information Developer, OCLC
John Holm Electronic Resources Librarian, Norwich University
Anne C. Elguindi Deputy Director, VIVA
EBL & Demand-driven Acquisitions
2004
EBL
founded &
DDA model
launched
2005
Swinburne
launches first
DDA
program
2010
Orbis
Cascade
first sharedaccess
consortium
DDA
2013
Acquired by
ProQuest –
Begin
development
of new
platform
EBL and ebrary Integration
Unparalleled
Platform
Ebook Solutions for Consortia
Multiple models
Multiplier Model
LIBRARY
Limited Loan
30 live programs in North
America
Consortium & library level
reporting
LIBRARY
Easy DDA
CONSORTIUM
Consortium workflow
support
LIBRARY
LIBRARY
Act Collectively Spend
Separately
Autoweeding &
Profile
adjustment
Real-time
Reports
Customized
Profiling
Electronic
Ordering &
Invoicing
Deduplication
Auto set &
remove
holdings
Budget &
Fund Code
Tools
EBL DDA Workflow Management Tools
Autoweeding &
Profile
adjustment
Real-time
Reports
Customized
Profiling
Electronic
Ordering &
Invoicing
Deduplication
Auto set &
remove
holdings
Budget &
Fund Code
Tools
EBL DDA profiles built on LCSH, publisher, keyword, price, etc.
Autoweeding &
Profile
adjustment
Real-time
Reports
Customized
Profiling
Electronic
Ordering &
Invoicing
Deduplication
Auto set &
remove
holdings
Budget &
Fund Code
Tools
Auto-remove titles outside a moving date window
Autoweeding &
Profile
adjustment
Real-time
Reports
Customized
Profiling
Electronic
Ordering &
Invoicing
Deduplication
Auto set &
remove
holdings
Budget &
Fund Code
Tools
Retain records that have been touched by patron to preserve catalog
experience
Autoweeding &
Profile
adjustment
Real-time
Reports
Customized
Profiling
Deduplication
Electronic
Invoicing
Auto set &
remove
holdings
Budget &
Fund Code
Tools
Sara Finch
MA, MLIS
Senior Information Developer, OCLC
finchs@oclc.org
The world’s libraries. Connected.
WorldShare Metadata Collection Manager
• Your users get better access
• Your staff gains time for other priorities
• You see improved return on investment
Streamlined workflows!!
The world’s libraries. Connected.
WorldShare Metadata Collection Manager
including WorldCat knowledge base functionality
allows you to add and maintain information about your e-resource collections and
your proxy settings. Once your collections are represented, you have options!
Links are
automatically
maintained
Updated MARC
records are output,
reports are available
Shared collections
are synchronized
(consortia)
WorldCat holdings
are maintained
The world’s libraries. Connected.
Set up
The service is included in your full OCLC Cataloging subscription.
Complete the set up one time and your provider and OCLC will automate the rest:
1. Complete the brief request form
2. OCLC Order Services will send you the account information you’ll need to:
• Log into the WorldShare interface
• FTP to access the server to get your MARC records
The world’s libraries. Connected.
…set up
DDA Collections in the WorldShare interface
When OCLC loads the feed from your provider in your library’s WorldShare
interface, we will separate your DDA available titles and your purchased titles so
you can better track your purchases and make choices in your settings based on
whether or not you own a title.
The world’s libraries. Connected.
…set up
3. Configure your relevant settings as desired
• Maintain WorldCat holdings
• Enter proxy information and provider-specific ID
The world’s libraries. Connected.
…set up
4. If you need records, enable and customize your MARC records. Choose to
receive emailed reports.
Set up is complete!
The world’s libraries. Connected.
Common Record Customizations
Add a tag/subfield for collection notes
Add a subfield and free text to your 856
MARC Record after processing:
=856 40$uhttp://providerid.eblib.com/patron/FullRecord.aspx?p=123456$zClick for resource
The world’s libraries. Connected.
How your provider and OCLC automate the process
EBL sends OCLC a
weekly feed
OCLC loads the
updated feed
Links are
automatically
maintained
Updated MARC
records are output,
reports are available
Shared collections
are synchronized
(consortia)
WorldCat holdings
are maintained
The world’s libraries. Connected.
Your patron finds
and accesses an
eBook
Thank you!
OCLC began loading library-specific DDA holdings in 2012. OCLC released WorldShare
Metadata Collection Manager in August 2012, which supports the output of MARC records
based on knowledge base collections and more.
We currently get feeds from EBL and ebrary...
For more information on options for DDA, see:
http://www.oclc.org/content/dam/support/knowledge-base/oclc_dda.pdf
Sara Finch, finchs@oclc.org
The world’s libraries. Connected.
• Private military college
• 2300 on-campus
undergraduates
(cadets and civilians)
• 1200 students enrolled in College of Graduate
and Continuing Studies (fully online)
• 8 librarians, 9 support staff members
Why ebook DDA?
• Research needs of distance students could not
be met through ILL
• Limited shelf space for physical materials
• Limited acquisitions and collection
development staff
• High cost per use for physical monographs
Why EBL?
• Met functional requirements:
– Unlimited simultaneous access
– Downloading for offline use
– Separate invoicing for different user groups
• Flexible profiling options
• Intuitive patron-facing interface
Setting holdings in WorldCat
knowledge base
• EBL sends customized collection data to OCLC
weekly
• No MARC record loading!
Discovery and access
via WorldCat Local
Usage, costs: the first two years
FY13
FY12
• 3730 loans
• 2696 loans
• 97 purchased titles
• 56 purchased titles
• 17.6% of e-resource
budget
• 15% of e-resource
budget
How do we put the brakes on?
Union Pacific 844, Painted Rocks, NV, 2009/Drew Jacksich http://commons.wikimedia.org/wiki/File%3AUnion_Pacific_844%2C_Painted_Rocks%2C_NV%2C_2009_(crop).jpg
EBL profile and settings
• Settings changes:
– Increase auto-purchase trigger from third to
fourth short term loan
– Remove Download button from Ebook Details
page
• Profile changes:
– Lower price cap for visible titles from $350 to
$200
– Set 48 month “moving window” to expose only
recently published titles
– Restrict “Textbook” lending (3 simultaneous users)
Going forward
• Regular deduping against subscription ebook
collections
• Continue monitoring usage monthly
• Make further adjustments to profile as
needed
What is the Virtual Library of Virginia
(VIVA)?
• 73 academic libraries (39 public, 33 private,
Library of Virginia), including doctorals, four
years, two years, and specialized institutions.
• Central funding provided by the
Commonwealth of Virginia, additional costsharing by members.
• Grounded in the coordinated collection
development of online resources and an
extensive resource sharing program.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
www.vivalib.org
V
Challenges with Consortial DDA
• Not all publishers want to participate.
• It is difficult to convey the subtleties of DDA to
a wide population.
• Record management issues are amplified.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
DDA within VIVA: The Budget
• The 39 public schools are participating
through central funding, starting with
$100,000 for the pilot.
• 12 private institutions opted in to the program
with an additional shared $22,500.
• The project started in late May 2013, and, as
of 10/30/13, $46,350 had been spent, 1,806
Short Terms Loans had been made, and 16
books had been purchased.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
DDA within VIVA: The Profile
• Publishers: Wiley, Oxford University Press,
McGraw-Hill UK, Jossey-Bass, Sage
• STEM-H books only, based on call numbers
• $250 list price and under
• Published 1/1/2012 or after
• English language only
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
DDA within VIVA: Record
Management
• Why manage a consortial program through
WCKB? It enables:
– Delivery of customized MARC records to each
library.
– Setting holdings in WorldCat in a way that takes
advantage of central holdings.
• Unpurchased books set for CH$ (VIVA’s central OCLC
holdings symbol).
• Purchased books set for all participating libraries.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
DDA within VIVA: Record
Management
• EBL sends OCLC new records for our plan each
week.
• Two collections in the WorldCat knowledge
base are used to manage the records: one for
unpurchased books, and one for purchased
books.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
DDA within VIVA: Record Management
• The collections are then “shared” with the
VIVA libraries.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
General Challenges
• Requesting access to WorldShare, general and
collection level settings, and record retrieval
via FTP were new to many libraries.
• To Help: We created detailed documentation in
collaboration with OCLC and EBL that libraries can
use to provide access to the DDA e-books.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
Status of Usage and Records
(As of 10/21/13)
50
45
40
35
30
25
20
15
10
5
0
Institutions with Usage
Institutions that Have Loaded Records but
Have No Usage
Institutions that Have Not Loaded Records
Yet
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
Record Management Challenges
• Puzzling out New vs. Update vs. Delete
• To Help: You can adjust, to some extent, what
counts as an ‘Update’ for your record workflow.
The Virtual Library of Virginia
The consortium of the nonprofit academic libraries within the Commonwealth of Virginia
Questions?