Radically Rethinking the Collection, Part 2: Possibilities (and Problems) for Patron-Driven Access

Rick Anderson Associate Dean Scholarly Resources & Collections

Fundamental Assumption of PDA
It’s better to acquire 1)only what’s needed and 2)exactly what’s needed 3)at the moment of need … than to acquire 1)some (but not all) of what’s needed 2)plus some of what isn’t 3)ahead of time 4)based on speculation about the future
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Temperature Check
If you are considering implementing (or have already implemented) a PDA program, which of these factors would you say is your primary motivator?
2. 3. 4. 5.

Cost savings Reducing wasted money/space Quicker access to content Building a more relevant permanent collection 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 you’ve succeeded?
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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 access has to involve acquisition Does access without acquisition undermine the traditional 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 doesn’t 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 of unwanted materials; it should also increase acquisition of wanted materials Bottom line: PDA is not a good budget-control tool. It will probably tend to reduce control, not increase it.

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Temperature Check
At my library…

focus mainly on building a strong permanent collection 2.We focus mainly on meeting the immediate research needs of our patrons in real time 3.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 ToCs are loaded; only those that are downloaded get purchased Catalog records are added; requested titles are purchased

   

Article-level purchasing (journals)

Print PDA

Outsourced POD

Books are printed one at a time by vendor/publisher
Books are printed on request in-house (Espresso Book Machine)

Insourced POD

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Record Loads

 Records

received in batches  ToC displays in OPAC  Purchase is triggered the second time a patron goes through ToC to body of text

 Records

received in batches or as part of approval plan  1st and 2nd use = 10% of list; 3rd = purchase at list
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Record Loads

 Records

received in batches  Purchase is triggered by amount of time spent maneuvering within an individual title

 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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Buy before borrow
 How

much does an ILL transaction cost?  How much does a copy of the book cost?


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Temperature Check
At my institution, we actively seek to buy instead of borrow.

agree 2.Somewhat agree 3.Neutral (sometimes, but it’s 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 management  Price ceilings  Real-time reporting  Pre-filtering

 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 Services
 Map

out the implementation process

Reconvene as needed to monitor progress and address 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 collection for you? Isn’t 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 an aggregator.

What kinds of records do you want, and how do 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 POD
 PDP; end of the print run  Pioneer Diaries project at UU

End of the journal subscription
 Subscription

= small Big Deal

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Temperature Check
Is patron-driven acquisition/access likely to play a much more significant role in your library’s strategies than it does now?

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 its collections? How big a role should patron-driven strategies play in my library? What characteristics do I need to be looking for in a PDA model?

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Thank you!
Rick Anderson rick.anderson@utah.edu

J. Willard Marriott Library