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Radically Rethinking the

Collection, Part 2:

Possibilities (and Problems)for Patron-Driven Access

Rick Anderson

Associate Dean

Scholarly Resources & Collections

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Temperature Check

If you are considering implementing (or have alreadyimplemented) a PDA program, which of these factorswould you say is your primary motivator?

1. Cost savings

2. Reducing wasted money/space

3. Quicker access to content

4. Building a more relevant permanent collection

5. Something else

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What Problem(s) Are You Trying to Solve?

Better and prompter access?

A tighter, more relevant collection?

A broader, more inclusive collection?

Minimizing wasted dollars?

Minimizing wasted space? (How do you define waste?)

Redirection of librarians time to other priorities?

Cost savings?

Bottom-line question: How will you know whether youvesucceeded?

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Access: Patron-driven Acquisition vs.

Patron-driven Access

The purpose of acquisition is access

All acquisition provides access, but not all accesshas to involve acquisition

Does access without acquisition undermine thetraditional collection? (Yes.)

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Waste: PDA for Efficiency

What does waste mean in a library?

External perceptions of waste

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Collections: Patron-driven Collection

Building

The librarian doesnt always know best

PDA makes current needs central to collection

PDA will tend to undermine coherence of collection

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Savings: PDA for Budget Control

Problem: PDA will not only reduce acquisition ofunwanted materials; it should also increaseacquisition of wanted materials

Bottom line: PDA is not a good budget-control tool.It will probably tend to reduce control, not increaseit.

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Temperature Check

At my library

1.We focus mainly on building a strongpermanent collection

2.We focus mainly on meeting the immediate

research needs of our patrons in real time3.These two goals are equally important

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The Nitty Gritty: Styles of PDA

Record loads (books) Catalog records are added; only those that are used get

purchased

Article-level purchasing (journals) ToCs are loaded; only those that are downloaded get purchased

Print PDA

Catalog records are added; requested titles are purchased

Outsourced POD Books are printed one at a time by vendor/publisher

Insourced POD Books are printed on request in-house (Espresso Book Machine)

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Record Loads

MyiLibrary

Records received in batches

ToC displays in OPACPurchase is triggered the second time a patron

goes through ToC to body of text

EBL

Records received in batches or as part ofapproval plan

1st and 2nd use = 10% of list; 3rd = purchase at list

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Record Loads

Ebrary

Records received in batches

Purchase is triggered by amount of time spentmaneuvering within an individual title

NetLibrary

Like MyiLibrary (second time through the ToC

triggers purchase)One copy/one reader (this may change with

EBSCO acquisition)

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Journal Content: Article-level Purchasing

Get It Now (Copyright Clearance Center)

May be based on active requests or ToCs

Publisher Platforms

Tokens/batch purchases (Springer, Elsevier)

Credit card (Springer, Nature, Emerald, etc.)

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ILL As PDA

Buy before borrow

How much does an ILL transaction cost?

How much does a copy of the book cost? http://www.bookfinder.com

http://www.bookfinder.com/http://www.bookfinder.com/

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Temperature Check

At my institution, we actively seek to buyinstead of borrow.

1.Strongly agree2.Somewhat agree

3.Neutral (sometimes, but its not an emphasis)

4.Somewhat disagree

5.Strongly disagree

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Challenges with PDA

Budget control

Duke -- $25,000 in 14 days

Risk pool managementPrice ceilings

Real-time reporting

Pre-filtering

Politics

Collection development as core function

Just giving the people what they want

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Setting Up a Pilot

Inside the library:

Err on the side of inclusion:

Collection Development Cataloging/Metadata

Systems

Acquisitions

Public ServicesMap out the implementation process

Reconvene as needed to monitor progress andaddress issues that will (not may) arise

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Setting Up a Pilot

Outside the library:

To publicize or not to publicize?

You mean you want us to build your collectionfor you? Isnt that your job?

How to handle disappearing books?

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Setting Up a Pilot

Publisher or Vendor?

Small pilot? Publisher might be best

More comprehensive project? Consider anaggregator.

What kinds of records do you want, and howdo you want to pay?

Enrichment services (ToCs, bios, summaries)tend to increase discovery (good/bad)

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Prospects for the Future

PDA for e-readers

More international content

More in-house PODPDA PDP; end of the print run

Pioneer Diaries project at UU

End of the journal subscriptionSubscription = small Big Deal

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Temperature Check

Is patron-driven acquisition/access likely to playa much more significant role in your librarysstrategies than it does now?

1.Definitely not

2.Probably not

3.Hard to say

4.Probably so, at some point in the future

5.Definitely, at some point

6.Yes, immediately

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Takeaway Questions

What problems am I trying to solve?

How does my institution define waste?

What is my library trying to do with itscollections?

How big a role should patron-driven strategiesplay in my library?

What characteristics do I need to be looking forin a PDA model?

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Thank you!

Contact:

Rick Andersonrick.anderson@utah.edu