2. Overview
Last week:
What
is PDA? Why do it?
PDA models – print and electronic
Different vendor models
Today:
Review
and unanswered questions
Budgeting considerations
PDA in practice: starting an eBook PDA program
Circulation/usage of PDA materials
PDA controversies
3. What is PDA?
Adding a specific resource to a library’s
collection based on a patron’s immediate
need.
Hard to separate completely from pay per view
Review
4. Why or why not?
Why?
Better
service to users?
Save time?
Save money?
A more effective way to build a collection?
More content available to our users!
Why not?
More
soon!
Review
5. Types of PDA: Print
Print PDA
Request
forms
ILL-based
Print on Demand
Considerations:
Marketing
Budgeting
Policies
and procedures
Review
6. Types of PDA: eBooks
Ebook providers
eBooks
on EBSCOhost
ebrary
EBL
Overdrive
YBP
(coordinates multiple providers)
Considerations:
Mediated
vs. unmediated
Budgeting
MARC record loads? Attach in WC?
Review
7. Pilot Projects
Gauge demand
Assists in budget planning
Is this meeting your goals? (why are you doing
it?)
User
satisfaction
Use of the service
Saving money?
Saving time?
Review
8. Budgeting
Poll: If there was enough demand in your
library to spend 100% of your budget on
PDA, how much would you feel comfortable
allocating?
1.
2.
3.
4.
5.
6.
7.
100%
90%
75%
50%
25%
10%
0%
9. Budgeting for Print (Request
forms)
Things you control:
Things you don’t control:
Size of your user population
Actual interest from users
Pilot projects:
Purchasing policies and guidelines (though don’t change
too frequently)
Marketing and prominence of form(s)
Communicate clearly to users
Track purchases and usage – do they line up with goals?
Conduct for an appropriate length of time
How much to budget?
Depends on all of the above – 5%-10%
10. Budgeting for Print (ILL-based)
Things you control:
Pretty
much everything
Purchasing policies and guidelines
Can retroactively apply criteria instead of pilot
How much to budget?
It’s
all up to you.
11. Budgeting for Electronic
(eBooks)
Things you control:
Marketing
Short
term loans vs. purchases
Mediated or unmediated
The amount of content available
The type of content available
How much to budget:
Harder
to estimate, but a pilot project will help
gauge demand
12. Budgeting for Other Models
Print on Demand
Upfront
investment
Similar considerations to eBook PDA
Data Driven Acquisitions
Often
set up with a built in price tag
Pay per view (articles)
Tokens
have built in controls
Unmediated or partially mediated
Similar
considerations to eBook PDA
13. Beginning a PDA program
1.
2.
3.
4.
Pilot Project
Evaluation
Implementation
Maintenance
14. 1. Pilot
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Establish goals
Determine budget
Choose vendor
Determine triggers, loan vs. purchase, etc.
Determine catalog size and content
Establish timeline
Design workflow for discovery
Create extraction/deletion plan
Training
Marketing
Implementation
15. 2. Evaluation of pilot
Usage data
Perceptions and satisfaction
Effectiveness of training
Effectiveness of processing
Expenditures
Users
Librarians (e.g., suitability of purchases for collection)
Success of procedures
Short term loans and purchases
Accesses
Duplication with print holdings (accessed titles)
Use by subject
Total spent
Cost per use
Did it meet your goals?
16. 3. Implementation
If pilot is successful, then should have good
data to inform:
Number
of titles to load
Subject matter to load
Amount to budget
Will also:
Have
an exit strategy
Have a solid process in place to load titles
Have trained personnel
17. 4. Maintenance
Continue to monitor use and budget carefully
What’s your plan if you might go over budget?
Fewer
titles available?
Reduce
by year? Subject? Publisher?
Resources
to divert to PDA?
Adjust mediation, short term loans, etc.?
What if it’s not being used?
More
marketing?
Expand offerings?
Cease program altogether?
18. PDA – Print Usage
Numerous studies show significantly higher usage
for print PDA titles
Nixon, J. M., & Saunders, E. S. (2010). A study of circulation statistics of books on demand: A
decade of patron-driven collection development, part 3. Collection Management, 35, 151–161.
10 year study at Purdue showed average circulations of 4.1
to 2.4 for PDA vs. non-PDA
Past year of acquisitions at UI
Approximately 10% of print obtained through PDA
Average 1.692 circulations for PDA, 0.643 average for all
But…
Guaranteed initial circulation
What about same patron returning and checking out
again?
Subject area bias?
19. PDA – eBook Usage
For ebook packages, usage tends to follow a
long-tail distribution
This works well for PDA, but what’s the price
per use compared to packages?
20. PDA Controversies (i.e., why
not?)
eBook PDA largely driven by for-profit sector
Too many titles in OPAC?
Touted by many as a solution to the decline in
circulation, but is the rhetoric of “buy the
materials and hope someone will use them”
accurate?
What does this mean to publishers who rely on
a certain number of guaranteed library sales?
The big question: What does this mean for
our collections?
21. Effect on collections?
Are usage statistics the best metric?
By favoring current needs, are we selling out
future needs?
What about disappearing content?
What is the role of a librarian in guiding and
recommending through selection?
Will users choose the best available source, or the
best marketed source?
Is PDA just the tip of the iceberg? (complete ondemand availability of all content)
22. Review
PDA: What and why?
Different kinds of PDA (print and electronic)
Budgeting
Best practices
Usage of PDA
Controversial aspects of PDA
Will be incorporating some of questions that weren’t directly answered into review, others have helped guide rest of presentation (lots of budgeting questions – will spend more time today on that than I had initially planned; also questions about long-term impact – will be discussing those as well)
Control – can always tighten guidelines, can always hide or feature more prominentlyDon’t control – size of population, interest – can vary widely with different user groupsPilot project – define goals (, however much you advertise make it clear to users that this is just a pilot, give it enough time to withstand initial rushAt UI, about 3% of funds go to requests but form is not advertised; other studies show 6% budgeting
Relied a lot on OCA DDA – working documents available on their website