Trey Shelton (speaker)

1. Shared E-books
from Coast to Coast:
CONSORTIAL PROGRAMS IN FLORIDA
AND THE PACIFIC NORTHWEST

2. Panelists
Linda Di Biase
Mary Page
Collection Development Librarian
University of Washington
Associate Director,
Collections & Technical Services
University of Central Florida Libraries
Joan Thompson
Erin Gallagher
Collection Development Manager
YBP Library Services
Collections Consultant
Ingram Coutts
Sadie Williams
Steven Carrico
Director of Product Marketing, Workflow Solutions
ProQuest
Acquisitions Librarian
University of Florida Smathers Libraries
Jim Bunnelle
Trey Shelton
Acquisitions & Collection Development Librarian
Lewis & Clark College
E-Resources Librarian
University of Florida Smathers Libraries

3. The State University System
of Florida
 11 universities (going on 12…)
 Various missions and populations
 New College
 702 FTE, Small Liberal Arts
 University of Florida
 33,172 FTE, ARL, AAU, Very High Research
 SUS libraries support general undergraduate
programs, the usual range of graduate degrees, MFA
programs, plus medical, dental, law, and veterinary
schools

4. Big Florida –
The shared e-books plan of the
SUS consortium
 Complexities of collection building among
multiple institutions
 Adding new content while controlling
expenditures
 Mandate to share resources and minimize
duplication

5. Seeding the Pilot
 Shared funds from FLVC (consortium)
provided seed money
 Each library contributed an additional
$7,000, for a total of $125K
 Set up deposit account with Ingram
 Pilot project. No guarantee of future
funding

6. The Vendor Selection
Process
 A formal “Invitation to Negotiate” was issued
 Four vendors attended pre-proposal meeting
 Two qualified responses were received
 Two vendors made presentations
 Committee used an “Evaluation Matrix” to rank
proposals

7. Task Forces
 Profiling Task Force
 Implementation Task Force
 Evaluation Task Force

8. Content and Pricing
 What did we have in common?
 Undergraduates!
 Multi-user licenses
 Multiplier

9. Profile Setup
All LC
Classes,
A-Z
Custom
Publisher
List
PDA
Profile
Matches
No Textbooks, Reference, Fiction, etc…
Undergraduate
Readership Only

10. Duplication control
 Not duplicating PDA content with local
approval profiles
 Managed through PDA publisher list
 Still sending slips for print content
 Selectors can firm order print content from
PDA publishers
 PDA titles easily identifiable in Oasis

11. OASIS consortial display

12. Publisher Negotiations
 Start early!
 Negotiations are ongoing
 Currently working with 42 publishers with
room for additions
 Not all publishers participate in PDA,
consortia or otherwise
 Start early!

13. Lessons Learned
 Start contacting publishers early in the process.
 Be prepared to re-re-re-negotiate.
 There is no one-size-fits-all model for consortial
PDA.
 Try to establish main points of contact early in the
process, both on the vendor side and the
consortium side.
 Consortia and vendors need to account for
specialized reports

14. Questions?
Mary Page
Steve Carrico
Associate Director, Collections &
Technical Services
University of Central Florida Libraries
Mary.Page@ucf.edu
Chair, Acquisitions Department
George A. Smathers Libraries University
of Florida
stecarr@uflib.ufl.edu
Erin Gallagher
Trey Shelton
Collections Consultant
Ingram Coutts
erin.gallagher@ingramcontent.com
E-Resources Librarian
George A. Smathers Libraries University
of Florida
tshelton@uflib.ufl.edu