Presented with John Novak, Keith Powell, and Lisa Sibert at the Internet Librarian conference, Monterey, CA, Oct. 26, 2010

1. Patron-driven ebook acquisitionjohn novak, keith powell, lisa sibert and holly tomreninternet librarian 2010oct. 26, 2010

2. PIA, Philosophically PDA? . . . PIA! Patron Initiated Acquisition of eBooks PIA’s a pilot Prospective, not retrospective Every book its use Allow patron need to determine the materials we purchase 100% usage for every eBook title purchased 100% usage for every eBook dollar spent Print: ~50% usage Bottom line(s): Save money (hopefully) Acquire more relevant content Spend money (more) wisely 2

3. PDA, Environmentally PDA funded/spending based on deposit PDA programs set up for backfill Vendor perspective Academic institution perspective Content and availability Very few simultaneous print and eBook releases Not all print released as eBook 3

4. Publishers Cambridge, Chicago, Oxford UPs Why these three? Nearly half of print titles had electronic equivalent Content level appropriate for university library Our own study found the average delay of p & e release was acceptable Cambridge – 48.5 days Chicago – 78 days Oxford – 9 days 4

5. Where’s the Easy Button? The Publishers Continued traditional publication of print Emerging place of electronic The Vendors pBook vendors eBook vendors Communication The Librarians Control issues – over selection Control issues – spending 5

6. What We Want is Problematic Save money – spend as we go (no deposit) Desire current content Replacing portion of print approval plan – robust profiling Each vendor has a different pricing model Single vs. Multiple User pricing What determines a purchase? Defining a click/use Simultaneous publication of p & e (nope) Vendor coordinate p & e (filling gaps) - automatic hands-off process Coordinating p & e through one vendor difficult 6

7. Not What We Hoped… Different Vendors Different lists Different pricing Different purchase models Different capabilities P vendors and e vendors - communication How to play together? Partnerships? Hmmm… “What looks large from a distance close up ain’t never that big.” – Bob Dylan 7

8. Into the Breach Choosing a vendor Can’t we just load some records? Catch the sky when it falls It’s a pilot… 8

9. Why We Chose Who We Chose PIA eBook records need to match print profile Seamless synchronization of e to p approval plan Communication of availability of e and p between vendors OR one vendor to handle both Communication of delays between e and p Ability to track expenditures with fund codes The Easy Button … maybe, at last… A familiar platform “Single Vendor” – Coutts/MyiLibrary Getting the content out there!!! “It’s a Pilot” – we will assess, no commitments 9

10. PIA with Coutts Coutts: pBook and eBook vendor Map print approval plan into PIA plan; titles matched against PIA plan If eBook available within eight weeks of print release date, Coutts sends an eBook record Profiled as ‘book’ or ‘slip’ Both ‘book’ and ‘slip’ eBook records loaded to OPAC If no eBook within eight weeks, Coutts ships pBook Profiled as ‘book’ ‘Slips’ sent as Excel for firm order with Coutts 10

11. Approvals with PIA 11

12. Slips with PIA 12

13. Workflow EBook MARC record loaded into OPAC Discovery: OPAC and MyiLibrary First 2 uses of eBook are ‘free’ Purchase triggered at 3rd use Invoiced monthly for titles purchased Books charged to fund codes – no deposit account Full cataloging Vendor MARC records replaced with OCLC records EBooks activated in link resolver 13

14. MARC Record Customization Vendor customizations: Fund code (904 field) URL goes to product page Local customizations (using MarcEdit): Control number: piayymmdd (035 field) Local note: PIA UNPURCHASED EBOOK (599 field) Same cataloging treatment as other e-resources 14

15. Public OPAC View 15

16. Internal MARC View 16

17. Going Forward: We Still Want What We Want From Vendors Robust profiling Automatic coordination of e & p Fill content gaps Spend wisely, save money OCLC #s in MARCs Robust reader Robust use permissions From Publishers All p has an e equivalent Publicize an e publishing schedule Final caveat: landscape has changed since we started 17

18. Thank you John Novak, novakj@uci.edu Keith Powell, kpowell@uci.edu Lisa Sibert, lsibert@uci.edu Holly Tomren, htomren@uci.edu 18