WORKFLOW CHANGES TO
SUPPORT PATRON-DRIVEN
ACQUISITIONS AT ECU
Emphasizing workflow for a
new print patron-driven service
ASERL Webinar
February 7, 2013
Lisa Barricella
East Carolina University
ECU and Joyner Library Facts & Figures
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27,386 students
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21% are enrolled solely as Distance Education students
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Many on campus students take both face-to-face and online
classes
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Doctoral/Research University status as defined by The Carnegie
Foundation
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Joyner Library has 1.9 million volumes
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SirsiDynix Symphony ILS
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Materials budget of 4.5 million
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$641,000 for monographic purchases
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History and Adoption of Various Types of
Patron-Driven Acquisitions Services
Fall 2006 ILL Purchase on Demand
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Now mainstream workflow
$10,000 budget
No plans to disband even with implementation of Print PDA
August 2011 Patron-Driven Ebooks
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YBP and Ebrary
Now mainstream workflow
$31,000 budget
January 2013 Patron-Driven Print Books
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YBP
Shares $31,000 budget with Ebook PDA
Still a pilot project
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Summary of Patron-Driven Ebooks
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Transparent to patrons
Records across almost all subject areas
6955 discovery records thus far
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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
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Creation of Ebook email distribution list
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Collection Developers review batches of discovery records
before import
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Cataloging staff import discovery records quarterly
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Discovery records used to create purchase order in the ILS
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Use of a tracking spreadsheet that is shared between
departments and updated weekly
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How About Offering Print PDA?
Why?
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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?
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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?
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Started working on implementation late summer/fall 2012
Went live January 9, 2013
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How Did It Go?
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Implemented substantive changes to all the records supplied by YBP
which required planning and deliberation
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Changes to records supplied by YBP in turn changed workflow of
monographic acquisitions staff for all YBP orders, not just Print PDA
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Implemented Google Books Preview which is a nice enhancement for
patrons
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Ebook ordering challenges
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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
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Added Export Plus records
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EOCR switched to EOCR Plus (mostly…)
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OCLC Promptcat switched to YBP OCLC-Plus
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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
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Creation of book request email distribution list
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Collection Developers review profile matches in Gobi weekly
and trigger the Export Plus records
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Cataloging staff import Export Plus records weekly
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Creation of 2nd RUSH ordering subaccount in Gobi that does
not generate EOCR Plus records
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Discovery records used to create the purchase order in the ILS
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Workflow Changes Implemented for
Patron-Driven Print Books, cont.
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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
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4575 from retro loads
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496 from weekly profile match loads (averages 99/week)
4 Purchases since January 9, 2013
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$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 You
Lisa Barricella
Monographic Acquisitions
Joyner Library
East Carolina University
252-328-0838
barricellal@ecu.edu
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