Acquisitions/Collections Librarian Electronic Resources Librarian EBA in Practice: Facilitating Evidence-Driven E-Book Programs in both Consortium and Individual Library Settings John Abresch Acquisitions/Collections Librarian Laura Pascual Electronic Resources Librarian Andrea Eickholt

Abstract The Orbis Cascade Alliance piloted an Evidenced Based Acquisition Approach with Wiley in 2016-2017. Upon completion of the pilot, the Alliance’s E-Book Working Group made content selection decisions to benefit almost 40 distinct institutions using a 3-pronged approach focusing on individual institution usage, broadly used, and overall highly used titles. The Alliance’s E-Book strategies for 2017-18 include: setting up a second EBA pilot, while continuing the first; integrating with GOBI Library Solutions to benefit Alliance members; and other plans for cooperative e-book management for the group of member institutions. All the while, keeping in mind goals for a broad range of content, stable costs, and making titles accessible both to patrons as well as from a technical services perspective. The University of South Florida (USF) Library maintains multiple DDA and EBA ebook programs as the basis for its collection management strategy in an effort to provide the scope of monographic material required by a large metropolitan research university in the most cost effective manner. In 2010, librarians at USF replaced traditional approval plans with an extensive patron-driven acquisitions program. Leveraging usage data from the DDA program with EBL (now ProQuest Ebook Central) several evidence-based acquisition programs were established with providers such as Wiley, Project Muse, Elsevier, Oxford University Press, Taylor & Francis, and Cambridge University Press, as well as consortial EBAs through Coutts and Taylor & Francis. The selection process begins with profiling the DDA and is developed combining factors that satisfy our programmatic requirements. Successful implementation at this scale requires collaborative effort from a community of librarians and staff with diverse skill sets. These two viewpoints provide a comprehensive perspective of managing multiple ebook acquisition models in both consortium and individual institutions.

The University of South Florida Comprehensive, multi-campus research university, FTE: 32,211, Headcount: 50,770 One of the twelve public universities in the Florida system

Re-Imagining the USF Library Collections Running Out of Physical Storage Space Patron support for e-resources/ demographics Academic programs integrating more e-resources in curriculum/distance learning

Undergraduate Students Continuing strategies: Mapping to our patron needs in building e-collections Undergraduate Students E-Collections Collection building in focus areas: Art History Humanities Meso- American Studies World Languages Philosophy Young Adult Literature Interdisciplinary Broad Subject Treatment Social Science STEM subjects Student Success Research Graduate Students Faculty E-Resources Protect the journal Other formats: print, audio, video

Building Ebook Content NetLibrary (consortial) Ebrary ACLS Humanities Ebooks Springer Subject Collections Gale

Approval plan and $1.5 million -print monographic spend (2010) Migrating Print Approval Plan to Ebook Expenditures Approval plan and $1.5 million -print monographic spend (2010) Shift from 24% of budget for print monographs (2010) to .5% (2015) Overall materials budget from 2010-2016

Print to Ebook transition

Leveraging Funding Sources

Workflow Support for Collection Building with PDA Acquisitions workflow procedures were automated revised to incorporate vendor tools. Desktop based applications were used to help with organizing workflows and improving communication

Planning for Demand Driven Acquisitions is a Team Effort Acquisitions Knowledge Experience with managing YBP Print Approval Plans Collection Management Library Subject Specialists Data Management Specialists

Setting the Foundation for PDA/EBA Identify collection strategy:  Focus on patron needs Implement flexible funding options: grant opportunities, student technology feeds, foundation accounts Use technology to assist acquisitions workflows Leverage technical services professional and staff experience in a collaborative team environment Seek input from subject liaisons and other library service staff for collection planning activities with PDA 

PDA/DDA Overview EBL/ProQuest’s Ebook Central beginning in 2010. Initially funded via student tech fee. Recently funded again. Profile set to define our DDA pool (subject, cost, model, publishers, mediation value) Currently ~170,000 titles (previously 250K-400K) Three STL’s prior to purchases Staff & Librarians each have a part in program maintenance

PDA/DDA Specifics Titles Owned: 11,500 Number of Titles Used: 83,678 (not including merged ebrary titles) Number of Titles Used: 83,678 Unique Users: 54,238 Most Used Title: 35,513 Uses A little more than half our spend goes to purchases Less than half our spend goes to STLs

PDA/DDA Issues Addition of ebrary content to Ebook Central caused a 150,000 title increase in our DDA Expanded variety of publishers STL price increases STL embargos (titles not allowing Short Term Loans) Titles/Publishers removed from DDA DDA pause mid-2016 due to budget limitations

PDA/DDA Maintenance Standard weekly catalog adds & deletes Weekly deduping against owned and subscribed titles Implemented weekly publisher and profile reviews More analysis required for increase in mediated requests After pause, revised profile: Only NL & UA models, publisher include list (vs publisher exclude list), exclude many No-STL publisher/titles Beta-tested ATO: adopted ATO for No-STL titles

PDA/DDA Data ProQuest’s LibCentral allows convenient access and export of content, cost/expenditure, and usage data. Analysis of our purchasing and use data indicated high use of content on major publisher platforms. Indications for EBA programs.

PDA/DDA Benefits Aggregators have titles that publishers don’t make available on their own DRM free platforms Some publishers don’t have their own platform Data indicates the demand for ebooks by subject areas – tells us what users need but also what disciplines are using ebooks. Long tail of single use titles provides broad access without investing in full purchase price. Not paying for titles that are never used.

EBA Programs at USF Wiley EBA - 3 year program just completed. Extended for 2 more years. Project Muse EBA - 2 year program completed. Extending for 2 more years. Elsevier Freedom Collection (ebooks) EBA – one year completed. Anticipating funding for another year. Oxford UPSO EBA - just completing first year of 2 year program. Taylor & Francis EBAs - just completing first year of 2 year program. Also participating in related consortial EBA. Cambridge UP EBA – just started first of 2 year program.

EBA Setup and Maintenance Each EBA is a little different and all seem to be continually evolving. The first step is finding the title list and Marc records for your new content and finding a solution for cataloging. Plan process for updating records. Although more stable than a DDA titles still can be withdrawn, and there will be additions. Deduping is mainly on the DDA side – can be checked in purchase selection phase.

EBA Selection We have done 3 selections with Wiley and are just completing our 2nd year Project Muse and have several more upcoming. Each program is different. Many improvements to the process are being made. Hope for subject, usage, previously owned data, and pricing. Watch for duplication with other platforms, titles already purchased . Need to be adept at data manipulation.

EBA More Selection Multi-year EBAs – still show usage Long tail not that long Many titles without usage

Multi-Program Data Management Processes Tools Platform Admin ILS (Aleph) Setup: $/profile/content/catalog Excel, Access Weekly DDA & dup maintenance MarcEdit, Notepad++ Monthly EBA maintenance Usage analysis Skills Data Transfer Selection Matching Ad Hoc Reports Grouping Cleanup projects Queries

EBA Challenges Managing record loads – adds & deletes Verifying correct content – title lists match Marc records Establishing multiple temporary processes. Profiling and selection to combine both evidence-based and collection development.

Next Steps Continue to pursue funding for EBAs. Create and implement new methods and procedures for new ILS. Improve data management processes.