Speaker: Michael Levine-Clark, Associate Dean for Scholarly Communication and Collections Services, Penrose Library, University of Denver
The co-chair of the newly-formed NISO working group for Best Practices for Demand-Driven Acquisition (DDA) of Monographs will report on the group's progress so far and its plans for the coming year. The group will be examining business models and technical issues relating to DDA implementation, and will welcome feedback throughout the year.
The NISO DDA Working Group: Toward Best Practices for Demand-Driven Acquisition of Monographs
1. Recommended Practices for
Demand-Driven Acquisition of
Monographs
NISO Forum: The E-Book Renaissance, Part II: Challenges and
Opportunities
October 18, 2012
Boston
Michael Levine-Clark, University of Denver
michael.levine-clark@du.edu
2. Definitions
Patron-Driven Acquisition (PDA)
Acquisition of library materials based on direct
or indirect patron input, including faculty
requests and analysis of collection usage
Demand-Driven Acquisition (DDA)
Acquisition of library materials based on
patron selection at the point of need.
3. Why DDA?
Rebalance collection from possible use
toward immediate need
Make many more titles available to users
A broader, deeper collection
Spend same amount for greater access or
less for same access
4. Why Do We Need Best Practices?
Management of the “consideration
pool” – the titles available for purchase
or lease
Rules for:
Adding titles
Keeping unowned titles available
Removing titles
Managing records
5. A New Way of Thinking About
Acquisition
An evolution from getting books into the
collection
To
Long-term management of discovery
tools that allow for demand-driven
access to monographs
6. A Disruption to the Entire
Publishing Supply Chain
Uncertainty for scholarly publishers
New role for approval vendors
From booksellers to service providers
Changing role for academic libraries
Stewardship vs access
Potentially similar issues for public
libraries, trade publishers
7. Components of DDA
Free discovery of content
Set amount of time in the entire book
Set number of pages
Front and back matter
Temporary lease
Purchase
Tools and strategies for automated
management of the consideration pool
8. Goals
Develop a flexible model for DDA that works
for publishers, vendors, aggregators, and
libraries.
Allow for DDA plans that
Meet local budget and collection needs
Allow for consortial participation
Allow for cross-aggregator implementation
Account for how DDA impacts all functional
areas of the library
9. Deliverables
Recommendations for
Managing and populating the
consideration pool
Developing consistent models for
Free discovery
Temporary lease
Purchase
10. Deliverables
Recommendations for
Methods for managing multiple formats (p&e)
Ways to incorporate print-on-demand (POD)
Development of tools and strategies to
measure use
Implementation at the local and consortial
levels
Providing long-term access to unowned e-book
content
11. Timeline
Appointment of working group Aug 2012
Approval of charge, initial work Oct 2012
plan
Completion of information
gathering June 2013
Completion of initial draft Aug 2013
Gathering of public comments Sept 2013
Completion of final draft Dec 2013
12. The Committee
Co-Chairs
Barbara Kawecki, YBP Library Services
Michael Levine-Clark, University of Denver
Liaison from Business Information
Committee
Norm Medeiros, Haverford College
13. The Committee
Librarians
Stephen Bosch, University of Arizona
Karin Byström, Uppsala University
Rochelle Logan, Douglas County Libraries
Lisa Mackinder, UC Irvine
Jason Price, Claremont Colleges
14. The Committee
Publishers
Lenny Allen, Oxford University Press
Lorraine Keelan, Palgrave Macmillan
Lisa Nachtigall, Wiley
Cory Polonetsky, Elsevier
15. The Committee
Vendors
Scott Bourns, JSTOR
Terry Ehling, Project Muse
Kari Paulson, EBL
Dana Sharvit, Ex Libris
David Whitehair, OCLC
16. Subcommittees
Technical Issues
Profiling
Identifying titles for inclusion
Identify tiles for removal
Loading/updating/removing records
Automated notification about changed
availability of titles
Managing order process, queuing for
acquisitions
17. Subcommittees
Technical Issues (continued)
Managing e/p duplication
Managing authentication
POD as an option
Consortial models if they differ from local
models
Long-term availability of content
Guarantees of availability of un-owned
titles
Preservation solutions
18. Subcommittees
Access Models
Free discovery
Temporary access
Purchase
Implications for publishers
Consortial models if they differ from local
Long-term availability of content
Guarantees of availability of un-owned
content
Financial implications