adding pda for print? consider your options for implementation

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ADDING PDA FOR PRINT? Consider Your Options for Implementation Teri Koch – Head, Collection Development, Drake University Andrew Welch – Librarian for Discovery Services & Technology, Drake University Lisa McDonald – Account Manager, Ingram-Coutts

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Andrew Welch (speaker), Lisa McDonald (speaker), Teri Koch (speaker)

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Page 1: Adding PDA for Print? Consider Your Options for Implementation

ADDING PDA FOR PRINT?Consider Your Options for Implementation

Teri Koch – Head, Collection Development, Drake University

Andrew Welch – Librarian for Discovery Services & Technology, Drake University

Lisa McDonald – Account Manager, Ingram-Coutts

Page 2: Adding PDA for Print? Consider Your Options for Implementation

AGENDA

1. SET UP QUESTIONS & DECISIONS

2. DRAKE UNIVERSITY BACKGROUND

3. IMPLEMENTATION – PILOT DEVELOPMENT (OVERVIEW)

4. IMPLEMENTATION – TECHNICAL CONSIDERATIONS

5. PROJECT EXPERIENCE/RESULTS

6. PROJECT METRICS

7. FUTURE CONSIDERATIONS

Page 3: Adding PDA for Print? Consider Your Options for Implementation

SET UP QUESTIONS AND DECISIONS

Why Print PDA? Which areas should be moved to PDA? How long does it take to receive a book? Will

it take “too long?” How can we set reasonable expectations?

What will it look like in our OPAC? Will this add work for our patrons and library

staff?

Page 4: Adding PDA for Print? Consider Your Options for Implementation

SET UP QUESTIONS AND DECISIONS

Real time stock check Program for this = good idea of timing Leave out = use a placeholder for timing

Form for patron Ask lots of questions for follow up Keep it simple or even leave out

Mediated or Unmediated Requests directed to acquisitions Or go straight to vendor

Page 5: Adding PDA for Print? Consider Your Options for Implementation

DRAKE UNIVERSITY – DES MOINES, IOWA

Largest private academic library in Iowa

Around 5,000 FTE students

Colleges/Schools:--Arts & Sciences--Business (MBA, MPA)--Education (EdD)--Journalism--Law (JD)--Pharmacy (PharmD)

Page 6: Adding PDA for Print? Consider Your Options for Implementation

COWLES LIBRARY 12 Librarians; 10 Staff Librarians have

faculty rank & status 400,000 book

volumes 2,378 PDA print books 19,000 subscribed to

or owned electronic books

173,000 PDA e-books Current acquisitions

budget=$1,498,000

Page 7: Adding PDA for Print? Consider Your Options for Implementation

DRAKE UNIVERSITY PDA BACKGROUND

History of e-book PDA with EBL—since 2009

Program has been successful

Page 8: Adding PDA for Print? Consider Your Options for Implementation

WHY EXPAND ELECTRONIC PDA TO INCLUDE PRINT?

Some same reasons as for ebook PDA: Greater depth, breadth of titles available for

patrons More effective use of financial resources Buy what patrons need when they need it

Some titles not available in electronic format, or not available for a long time.

Some titles are exorbitantly expensive in an e-format (which our price limiters would exclude), but are more reasonably priced in print

We wanted to include these materials in our PDA offerings.

Page 9: Adding PDA for Print? Consider Your Options for Implementation

PROJECT IMPLEMENTATIONPilot Development, Budgeting, Vendor Selection, Profile Development

Page 10: Adding PDA for Print? Consider Your Options for Implementation

PILOT DEVELOPMENT

Four professional programs Business, Journalism, Pharmacy,

Education Strong Liaison support Budget reallocation from dedicated

monograph line to PDA Pilot began in April 2012 with soft roll-

out Pilot ran through August 2013

Page 11: Adding PDA for Print? Consider Your Options for Implementation

VENDOR SELECTION: CONSIDERATIONS

Ability to integrate formats without duplication

Technical considerations Real-time stock availability

Page 12: Adding PDA for Print? Consider Your Options for Implementation

PROFILE DEVELOPMENT

Librarian & teaching faculty roles Selection of format Delay in electronic publication Costs How far back to go (we did

current and previous year)

Page 13: Adding PDA for Print? Consider Your Options for Implementation

PROJECT IMPLEMENTATIONTechnical Considerations

Page 14: Adding PDA for Print? Consider Your Options for Implementation

DRAKE ONLINE ENVIRONMENT

Page 15: Adding PDA for Print? Consider Your Options for Implementation

http://www.flickr.com/photos/horiavarlan/4273168957/

New ILS Locations

Custom catalog link

Web form

Script to interact with API

Page 16: Adding PDA for Print? Consider Your Options for Implementation

=020 \\$a9781433113666 (pbk.) :$c38.95 USD=020 \\$a143311366x (pbk)=020 \\$a9781433113673 (cloth)=020 \\$a1433113678 (cloth)=020 \\$a9781453909065 (ebk)=040 \\$aDLC$cDLC$dDLC=042 \\$apcc=050 \\$aOn Demand=082 00$a302.23$223=245 00$aLost in media :$bthe ethics of everyday life /$c[edited by] Ben Frymer, Tony Kashani.=260 \\$aNew York :$bP. Lang,$cc2012.=300 \\$a228 p.=490 0\$aMinding the media,$x2151-2949 ;$vv. 7=504 \\$aIncludes bibliographical references and index.=650 \0$aMass media$xMoral and ethical aspects.=650 \0$aSocial media$xMoral and ethical aspects.=700 1\$aFrymer, Benjamin.=700 1\$aKashani, Tony.=856 40$uhttp://cowles-proxy.drake.edu/login?url=http://library.drake.edu/request-book?isbn=9781433113666&title=Lost in media&fund=JOURN$zRequest this Book

Page 17: Adding PDA for Print? Consider Your Options for Implementation

Catalog Search Results

http://library.drake.edu/request-book?isbn=<ISBN>&title=<title>&fund=<fund_code>

Request this Book

Page 18: Adding PDA for Print? Consider Your Options for Implementation

Catalog Detail Page

Page 19: Adding PDA for Print? Consider Your Options for Implementation

“Request this book” – In Stock

Page 20: Adding PDA for Print? Consider Your Options for Implementation

“Request this book” – Not In Stock

Page 21: Adding PDA for Print? Consider Your Options for Implementation

PROJECT EXPERIENCE/RESULTS

Page 22: Adding PDA for Print? Consider Your Options for Implementation

HOW MANY PDA RECORDS DID PROFILE GENERATE: BY THE NUMBERS

Four subject areas: Business, Journalism, Psychology, Education

Ebook records: 1,031 Print records: 2,378 Total Ingram Coutts PDA records = 3,409

Page 23: Adding PDA for Print? Consider Your Options for Implementation

SO, 18 MONTHS LATER, HOW MUCH ACTIVITY DID THE PDA RECORDS GENERATE?

Subject area/Format # of titles Avg. $ Total $

Business Print 13 $30.31 $392.78

Business Electronic 5 $56.76 $283.78

Education Print 7 $31.59 $183.99

Education Electronic 14 $30.67 $429.42

Journalism Print 2 $35.87 $71.74

Journalism Electronic 2 $65.90 $131.80

Pharmacy Print 1 $42.65 $42.65

Pharmacy Electronic 6 $83.63 $501.78

TOTALS 50 $41.59 $2,037.94

Page 24: Adding PDA for Print? Consider Your Options for Implementation

FORM VISITS THAT DID NOT REQUEST A PURCHASE

# of titles Avg. cost* Total cost*

Business 11 $30.21 $332.31

Education 37 $31.59 $1,168.83

Journalism 8 $35.87 $286.96

Pharmacy 21 $42.65 $938.30

Totals* 78 $34.85 $2,683.75

*potential cost, not actual expenditure

Page 25: Adding PDA for Print? Consider Your Options for Implementation

PROJECT METRICS & FUTURE CONSIDERATIONS

Page 26: Adding PDA for Print? Consider Your Options for Implementation

PILOT PROJECT: SUCCESS, FAILURE, OR MIXTURE?

Success: Library & Teaching Faculty choose parameters for PDA inclusion; librarians still have role in Collection Development

Success: Wider variety of books made available to patrons at point of need

Success: Didn’t spend money on unused materials. More efficient use of acquisitions $

Mixed bag/Failure: Not enough titles available in the catalog for patrons to discover

Page 27: Adding PDA for Print? Consider Your Options for Implementation

POST PILOT: FISH OR CUT BAIT?

Page 28: Adding PDA for Print? Consider Your Options for Implementation

WHERE DO WE GO FROM HERE?

We’ve just expanded the subjects covered to include ALL subjects taught at Drake

We used existing “slip” profiles with another vendor as a starting point

We also refined the existing “pilot profiles” to open them up. Conclusion: we “over-engineered” the profiling process initially.

Makes sense to let patrons decide on the “slip” titles since there was something about them that was not a “dead ringer” for purchase

Page 29: Adding PDA for Print? Consider Your Options for Implementation

FUTURE CONSIDERATIONS

EBL records. When/how will they “play nice” with Ingram Coutts PDA records? TBD: Potential “filtering” of EBL records through the profiles in 2014

Overall Collection Development approach. Do librarians still develop a print collection in a

“just-in-time” PDA world? We would like to still develop a librarian &

faculty selected CORE print monograph collection. What does that look like? How much is budgeted for PDA vs. non-PDA monographs?

Weeding of PDA records. What is the magic number for TOO MANY?

Page 30: Adding PDA for Print? Consider Your Options for Implementation

QUESTIONS?