WORKFLOW CHANGES TO SUPPORT PATRON-DRIVEN ACQUISITIONS AT ECU ASERL Webinar February 7, 2013 Lisa Barricella East Carolina University Emphasizing workflow for a new print patron-driven service

ECU and Joyner Library Facts & Figures  27,386 students  21% are enrolled solely as Distance Education students  Many on campus students take both face-to-face and online classes  Doctoral/Research University status as defined by The Carnegie Foundation  Joyner Library has 1.9 million volumes  SirsiDynix Symphony ILS  Materials budget of 4.5 million  $641,000 for monographic purchases 2

History and Adoption of Various Types of Patron-Driven Acquisitions Services Fall 2006 ILL Purchase on Demand  Now mainstream workflow  $10,000 budget  No plans to disband even with implementation of Print PDA August 2011 Patron-Driven Ebooks  YBP and Ebrary  Now mainstream workflow  $31,000 budget January 2013 Patron-Driven Print Books  YBP  Shares $31,000 budget with Ebook PDA  Still a pilot project 3

Summary of Patron-Driven Ebooks  Transparent to patrons  Records across almost all subject areas  6955 discovery records thus far  3200 were an initial load  rest are records profiled weekly by YBP  we import the records quarterly  244 purchased titles  444 titles used, not triggered  $14,000 spent FY (139 titles)  $9800 spent so far this FY (105 titles) 4

Workflow Changes Implemented for Patron-Driven Ebooks  Creation of item type in Symphony ILS  Creation of Ebook distribution list  Collection Developers review batches of discovery records before import  Cataloging staff import discovery records quarterly  Discovery records used to create purchase order in the ILS  Use of a tracking spreadsheet that is shared between departments and updated weekly 5

How About Offering Print PDA? Why?  Expansion of just-in-time acquisitions  Hope to see increase in circulation of print collection  Ebook PDA was deemed a success  Money was available What?  Books in subject areas of: Geography, History, Political Science, Religion & Sociology  Price cap of $125 for single volume  De-duped against our other book profiles with YBP When?  Started working on implementation late summer/fall 2012  Went live January 9,

How Did It Go?  Implemented substantive changes to all the records supplied by YBP which required planning and deliberation  Changes to records supplied by YBP in turn changed workflow of monographic acquisitions staff for all YBP orders, not just Print PDA  Implemented Google Books Preview which is a nice enhancement for patrons  Ebook ordering challenges  Ultimately the changes to acquisitions workflow brought about by Print PDA will be a timesaver 7

Changes to Records Supplied by YBP  Added Export Plus records  EOCR switched to EOCR Plus (mostly…)  OCLC Promptcat switched to YBP OCLC-Plus  EDI invoices for more subaccounts 8

Workflow Changes Implemented for Patron-Driven Print Books  Creation of item type in Symphony ILS  Modifications to record import profiles in Symphony ILS  Creation of book request distribution list  Collection Developers review profile matches in Gobi weekly and trigger the Export Plus records  Cataloging staff import Export Plus records weekly  Creation of 2 nd RUSH ordering subaccount in Gobi that does not generate EOCR Plus records  Discovery records used to create the purchase order in the ILS 9

Workflow Changes Implemented for Patron-Driven Print Books, cont.  Acquisitions specific info present in YBP OCLC-Plus records allowing for auto PO generation on more subaccounts  Match point present in more records to expand ability to do EDI invoicing  Purchase requests come via generated from online request form  Central FTP location for all records related to YBP print purchases, elimination of OCLC  Selectors and acquisitions staff must be mindful to look for export note in Gobi record to determine if a firm order is necessary 10

Results 5071 Print PDA discovery records  4575 from retro loads  496 from weekly profile match loads (averages 99/week) 4 Purchases since January 9, 2013  $ spent 11

Catalog Record – Patron View 12

Online Request Form 13

Notice 14

Gobi View of Export Record 15

Thank You Lisa Barricella Monographic Acquisitions Joyner Library East Carolina University