1. 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

2. Abstract
The Orbis Cascade Alliance piloted an Evidenced Based Acquisition Approach with Wiley in 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 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.

3. 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

4. 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

5. 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

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

7. 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

8. Print to Ebook transition

9. Leveraging Funding Sources

10. 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

11. 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

12. 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 

13. 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

14. 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

15. 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

16. 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

17. 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.

18. 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.

19. 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.

20. 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.

21. 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.

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

23. 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

24. 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.

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