A LARGE SCALE CONSORTIAL DDA E-BOOK PROJECT: WHAT WE HAVE LEARNED AFTER ONE YEAR (AND A FEW MONTHS) Steve Bischof ILS Coordinator, Five Colleges & Rachel Lewellen, Assessment Librarian , UMass Amherst Amherst, MA ELUNA 2015 DDA AT THE CONSORTIAL LEVEL • Five College Consortium Pilot DDA program • Amherst College • Hampshire College • Mount Holyoke College • Smith College • UMass Amherst • Total FTE 35,000 • In 2013 embarked on a shared e-book DDA program SHARED DDA PROGRAM WITH EBL • Key decisions • Selected EBL as a platform • Decided to use YBP as billing agent and source of Discovery records • Point-of-Purchase (POP) records from YBP • Short term loans would be from a central fund • Triggered purchases and Firm orders from local funds • Act collectively – Spend separately (ACSS) • Did not require publisher negotiation SCOPE OF THE PROGRAM After much discussion…… • • • • Profiled by YBP (all levels) Publication year 2005+ List price less than $250* Subtract Ebrary Academic Complete • Initial load of 138,000 records • Updated weekly ~1,000-2,000 records SETUP Setup at EBL • 6 separate EBL accounts- Each institution plus master • Transactions record at the institutional level • Master Account controls visibility on a monthly basis • Initial setup 5 loans trigger purchase -- 7 day loan Setup at YBP • Each institution has two separate sub-accounts, Autopurchases and Firm orders • Consortial Account for Short Term Loans • Consortial Account for the production of Discovery records ALEPH STRUCTURE LOADING DISCOVERY RECORDS Discovery records • Single Bibliographic record • Single holding with single URL • Single item record in shared Administrative unit (ADM) Daily Update process- Automated script (actually weekly) • Access shared account at YBP via ftp • pfile-01 and pfile-02 to convert MARC record • Fix records (manage-37) Own code, EBL number to 0359, adjust 856, add 655, add 949 • • • • • Check for duplicate records (manage-36) Load records (manage-18) Create Holdings and items (manage-50) Remove 856 from Bib record (manage-21) Email report with matching and loaded records AUTHENTICATION Goal of single URL in ALEPH • EBL requires user authentication • New Ezproxy instance for all Five Colleges • Federated Shibboleth based authentication • EBL creates Five College federation page This is invoked by the fivecollege URL only • Redirects to the appropriate Shibboleth instance • User data sent to EBL as encrypted string • Walk-in user access at designated workstations Demo later POINT-OF-PURCHASE POP records created by YBP • Five separate accounts to check daily • FTP from YBP • 01,02,37,36 Same as discovery records • Expect matches for Auto-purchases, no match for ‘out of profile’ firm orders (p-manage_36) Matches • Adv. Vendor Record loader (p-file90) • Report to acquisitions No Match • Load records (manage-18) • Create Holdings and items (manage-50) • Remove 856 from Bib record (manage-21) • Adv. Vendor Record loader (p-file90) • Report to acquisitions • Report to staff to add record to master accounts PILOT LIVE DECEMBER 2013 After one moth librarian testing period system live in December 2013 Monthly update from EBL of deleted records and Ebrary overlap Known duplication • Print • Springer e-books • Safari • Other individual titles • http://fcaw.library.umass.edu/F/?func=findb&REQUEST=ethical+hacking&find_code=WRD • Five College Assessment site THE GREAT ‘STL’ INCREASE Latest from EBL THE GREAT ‘STL’ INCREASE Data from June 25th 2014 Tableau NEW CRITERIA SUMMER 2014 After discussion….. • Drop Price cap to $100 list price • Effectively limits publishers • Move to 1 Day loans from 7 Day • • • • Taylor & Francis 23,586 -> 892 Cambridge 9,938 -> 1,884 Oxford 2,085 -> 959 Ashgate 1,800 -> 748 • But also these • Springer • Wiley • Palgrave • Brill • Elsevier 22,999 14,708 7,211 2,226 2,180 -> -> -> -> -> 5,202 9,122 4,396 125 2 Final pool around 66,000 titles (Currently 70,600) USAGE STATISTICS EBL provides 2 primary reports • Usage report Browse session, online reading, usage times, downloads etc. • Sales report STL trigger events, Auto-purchase events and firm orders Both reports contain basic metadata- Title Author ISBN etc. Complete title list also available for NULL usage analysis Tableau site compiled by Rachel Lewellen, Assessment Librarian at UMass Amherst https://public.tableausoftware.com/views/EBL_Public/EBLPilotPublisherDashboard?:embed=y&:display_count=no OF INTEREST User/Title most like traditional circulation: $14.40 per User/Title Overall Loans at $5.86 per loan* Loans* Browse Total Total 61,393 75,328 136,721 Unique Titles 13,930 22,832 22,835 Unique Users 10,154 13,834 13,835 User/title 24,976 42,866 42,890 As of March 11th 2015 OVERLAP Matching on LCCN or ISBN we found that 4,993 of the EBL records matched 9,498 bibliographic records in our ALEPH database. 69,507 EBL records As of March 11th 2015 INITIAL PATRON ANALYSIS As of March 11th 2015 OF INTEREST 24% of book-patron combinations used the same book on 2 + days 10% of book-patron combinations used the same book on 3 + days Of 61,393 loan events 12,914 were downloads (21%) 149,000 peak - $18.2m list as of 3/15 70,074 - $3.83m list For Online reading: Average 25.7 pages read per loan event lasting 24.4 minutes Median values of 18 pages and 8.2 minutes Less than 9% of loan events iPad/iPhone/Android but 49% of downloads on iPad/iPhone/Android As of March 11th 2015 MOST POPULAR 1500 uses via loan 943 Browses MOST POPULAR Probability : With Applications and R Dobrow Robert P, 2013 | Wiley 2443 uses A History of Modern Latin America : 1800 to the Present Meade Teresa A, 2011 | Wiley 1063 uses Liquidated : An Ethnography of Wall Street Ho Karen, 2009 | Duke University Press 1057 uses Falling Through the Cracks : Psychodynamic Practice with Vulnerable and Oppressed Populations Berzoff Joan, 2011 | Columbia University Press 911 uses Sweet Reason : A Field Guide to Modern Logic Henle James M; Garfield Jay L; Tymoczko Thomas, 2011 | Wiley 798 uses QUESTIONS A special thanks to: Pam Skinner, Smith College Five College Resource Management, Chair Erin Stalberg, Mt Holyoke College Steve Bischof sbischof@library.umass.edu