Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

How Does a Library Provide the Right Resources to its Patrons? © 2015 Ex Libris | Confidential & Proprietary 2 Core Models Patron Driven Collaboration Library Collection Analytics

Core Acquisition Models © 2015 Ex Libris | Confidential & Proprietary 3

Additional Acquisition Models © 2015 Ex Libris | Confidential & Proprietary 4 GiftsExchange

Core Acquisition Models © 2015 Ex Libris | Confidential & Proprietary 5 Methods Manual Embedded Order Data EDI Based on Batch processes FTP delivery

Acquisition Methods – Real-Time Acquisition © 2015 Ex Libris | Confidential & Proprietary 6 Real-Time Acquisition Streamlined process Immediate Saves staff time Partner Selection Platform Alma PO Line Order Details

Acquisition Methods – YBP Real-Time Acquisition © 2015 Ex Libris | Confidential & Proprietary 7 EBook “Trade in Health” Publication options list supplies options and pricing for the title

Acquisition Methods – YBP Real-Time Acquisition © 2015 Ex Libris | Confidential & Proprietary 8

Acquisition Methods – YBP Real-Time Acquisition © 2015 Ex Libris | Confidential & Proprietary 9

Acquisition Methods – YBP Real-Time Acquisition © 2015 Ex Libris | Confidential & Proprietary 10

Acquisition Methods – Harrassowitz Ongoing Integration © 2015 Ex Libris | Confidential & Proprietary 11

Acquisition Methods – Harrassowitz Ongoing Integration © 2015 Ex Libris | Confidential & Proprietary 12

Acquisition Methods – Integration with Amazon © 2015 Ex Libris | Confidential & Proprietary Library

Acquisition Methods – Integration with Amazon © 2015 Ex Libris | Confidential & Proprietary

Acquisition Methods – Integration with Amazon © 2015 Ex Libris | Confidential & Proprietary

Acquisition Methods – Integration with Amazon © 2015 Ex Libris | Confidential & Proprietary

Real-Time Pricing & Availability Streamlining acquisitions processes with vendors systems Price and availability within Alma Prevent jumping between systems © 2015 Ex Libris | Confidential & Proprietary 17 One Stop Process

How Does a Library Provide the Right Resources to its Patrons? © 2015 Ex Libris | Confidential & Proprietary 18 Core Models Patron Driven Collaboration Library Collection Analytics

Patron-Driven Acquisition in Alma © 2015 Ex Libris | Confidential & Proprietary 19 Alma Repository Vendor Discovery Vendor candidate e-book records (with URLs) are sent to the library Users discover and use e-books, triggering purchases Vendor delivers purchase details Candidate e-books that are not in use are removed from repository and from discovery

What Is Evidence-Based Selection (EBS)? © 2015 Ex Libris | Confidential & Proprietary 20 EBS, also known as EBA, is a DDA model in which libraries negotiate with a vendor or publisher to provide access to a pool of e-books in exchange for an agreement to purchase books valued at a set amount at the end of the program.

Differences Between PDA to EBS © 2015 Ex Libris | Confidential & Proprietary 21

End User Driven Acquisitions – Patron Purchase Request © 2015 Ex Libris | Confidential & Proprietary 22 Patrons may suggest specific titles to be added to the library collection. Resource Sharing Alma Acquisitions Leganto Discovery

End User Driven Acquisitions – Patron Purchase Request © 2015 Ex Libris | Confidential & Proprietary 23

End User Driven Acquisitions – Patron Purchase Request © 2015 Ex Libris | Confidential & Proprietary 24

Article Processing Charges (APC) © 2015 Ex Libris | Confidential & Proprietary 25 What is APC? The publication fees that cover the costs of publishing the accepted article plus the cost of reviewing the number of submissions rejected for each accepted submission.

OA Market Revenue Forecast and Growth (APC) © 2015 Ex Libris | Confidential & Proprietary 26 The average APC (distorted somewhat by discounts and waivers, but excluding membership revenues) was about $660 in 2011; in 2015, this will increase to roughly $950 due in part to the increased number of well-branded journal publishers offering OA options at higher price points, and in part to the decline of low-value, extremely low-cost pure- OA publishers. In 2011  194,000 (Articles) X $660(APC) = $128M In 2015  352,000 (Articles) X $950(APC) = $334M

Article Processing Charges (APC) – Future Plans © 2015 Ex Libris | Confidential & Proprietary 27  Surveys  Streamline the APC Workflows  Invoicing & VAT Calculation  Dictate Standards to the Industry  Create Customer’s Awareness and Engagement

Beyond Core Models …Patron-Driven © 2015 Ex Libris | Confidential & Proprietary 28  Immediate access at the point of need  Purchase only what is needed  Higher rate of use

How Does a Library Provide the Right Resources to its Patrons? © 2015 Ex Libris | Confidential & Proprietary 29 Core Models Patron Driven Collaboration Library Collection Analytics

Collaboration © 2015 Ex Libris | Confidential & Proprietary 30 Joint Acquisitions and Collection Development Coordinated Economical Optimize your collection Resource Sharing and Direct Patron Services Give your patrons access to the resources they need

Joint Acquisition © 2015 Ex Libris | Confidential & Proprietary 31 Different institutions collaborate to acquire resources together Intended for electronic resources Principles  Acquire once  Joint maintenance of data  Share expertise

Joint Acquisition – Two Main Models © 2015 Ex Libris | Confidential & Proprietary 32 Central Acquisitions The idea for this is that libraries could save money through bulk purchasing and other services provided through one central library Central Negotiations Enable a collaborative network (central) office to manage vendor negotiation details for electronic resource purchases on behalf of the collaborative network members Additional Supporting Feature - Shared Vendors Vendor records can be managed and shared in a collaborative network

Smart Collaborations Driven by a Flexible Network © 2015 Ex Libris | Confidential & Proprietary 33 Joint acquisitions and negotiations ILL via broker, directly between partners Direct patron interaction Central catalog, Shared catalog CATALOGING ACQUISITIONSRESOURCE SHARING Fulfillment FULFILLMENT ANALYTICS

How Does a Library Provide the Right Resources to its Patrons? © 2015 Ex Libris | Confidential & Proprietary 34 Core Models Patron Driven Collaboration Library Collection Analytics

Collection Analysis © 2015 Ex Libris | Confidential & Proprietary 35 Base your purchasing decisions on analysis of your collection and its usage: Inventory Analysis Vendor provided usage information Link resolver statistics Resource sharing - lending requests Patron physical item requests

Collection Optimization © 2015 Ex Libris | Confidential & Proprietary 36 Review journal top usage trends Optimize your collection development by not renewing least used journals

Collection Optimization © 2015 Ex Libris | Confidential & Proprietary 37 Analyze circulation activities by locations, class, and material type Optimize your space allocation: weeding, remote/offsite storage Location NameMaterial TypeBarcodePublication DateTime LoanedLast Loan Date GeneralBook (1970).0 GeneralBook (1969).0 GeneralBook (1967).0 GeneralBook (1968).0 GeneralBook142-10[1709]1 5/12/ :09 GeneralBook167-10(1970).0 GeneralBook (1966)0 GeneralBook [1619]0 GeneralBook (1969).0 GeneralBook (1969).0 GeneralBook [1588]0 GeneralBook [1636]0 GeneralBook [1630]0 GeneralBook [1628]0 GeneralBook [1625]0 GeneralBook [1619]0 GeneralBook [1660]0

Collection Optimization © 2015 Ex Libris | Confidential & Proprietary 38 Analyze resource sharing lending requests Purchase high demand resources

Collection Optimization © 2015 Ex Libris | Confidential & Proprietary 39 Analyze use of physical resources Invest less on physical resources? Invest more on electronic resources?

Collection Development in Alma © 2015 Ex Libris | Confidential & Proprietary 40 Alma provides choice and diversity for building the library collection through the use of: Core models & RT Acquisitions Patron driven Collaboration Based on analytics-driven decision making

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