1. You Have a DDA E-book Plan, Now How Do You Manage It? Charleston Conference 2013 Sadie Williams Director of Product Marketing, Workflow Solutions, ProQuest Sara Finch Senior Information Developer, OCLC John Holm Electronic Resources Librarian, Norwich University Anne C. Elguindi Deputy Director, VIVA

2. EBL & Demand-driven Acquisitions EBL founded & DDA model launched Swinburne launches first DDA program Orbis Cascade first shared- access consortium DDA Acquired by ProQuest – Begin development of new platform 2004200520102013

3. EBL and ebrary Integration Unparalleled Platform

4. Ebook Solutions for ConsortiaCONSORTIUM LIBRARY Multiple models Multiplier Model Limited Loan Act Collectively Spend Separately Easy DDA 30 live programs in North America Consortium & library level reporting Consortium workflow support

5. Auto- weeding & Profile adjustment De-duplication Budget & Fund Code Tools Auto set & remove holdings Electronic Ordering & Invoicing Real-time Reports Customized Profiling EBL DDA Workflow Management Tools

6. Auto- weeding & Profile adjustment De-duplication Budget & Fund Code Tools Auto set & remove holdings Electronic Ordering & Invoicing Real-time Reports Customized Profiling EBL DDA profiles built on LCSH, publisher, keyword, price, etc.

7. Auto- weeding & Profile adjustment De-duplication Budget & Fund Code Tools Auto set & remove holdings Electronic Ordering & Invoicing Real-time Reports Customized Profiling Auto-remove titles outside a moving date window

8. Auto- weeding & Profile adjustment De-duplication Budget & Fund Code Tools Auto set & remove holdings Electronic Ordering & Invoicing Real-time Reports Customized Profiling Retain records that have been touched by patron to preserve catalog experience

9. Auto- weeding & Profile adjustment De-duplication Budget & Fund Code Tools Auto set & remove holdings Electronic Invoicing Real-time Reports Customized Profiling

10. The worlds libraries. Connected. Sara Finch MA, MLIS Senior Information Developer, OCLC finchs@oclc.org

11. The worlds libraries. Connected. WorldShare Metadata Collection Manager Your users get better access Your staff gains time for other priorities You see improved return on investment Streamlined workflows!!

12. The worlds libraries. Connected. WorldShare Metadata Collection Manager including WorldCat knowledge base functionality allows you to add and maintain information about your e-resource collections and your proxy settings. Once your collections are represented, you have options! Links are automatically maintained Shared collections are synchronized (consortia) WorldCat holdings are maintained Updated MARC records are output, reports are available

13. The worlds libraries. Connected. Set up The service is included in your full OCLC Cataloging subscription. Complete the set up one time and your provider and OCLC will automate the rest: 1.Complete the brief request formrequest form 2.OCLC Order Services will send you the account information youll need to: Log into the WorldShare interface FTP to access the server to get your MARC records

14. The worlds libraries. Connected. …set up DDA Collections in the WorldShare interface When OCLC loads the feed from your provider in your librarys WorldShare interface, we will separate your DDA available titles and your purchased titles so you can better track your purchases and make choices in your settings based on whether or not you own a title.

15. The worlds libraries. Connected. …set up 3.Configure your relevant settings as desired Maintain WorldCat holdings Enter proxy information and provider-specific ID

16. The worlds libraries. Connected. …set up 4.If you need records, enable and customize your MARC records. Choose to receive emailed reports. Set up is complete!

17. The worlds libraries. Connected. Common Record Customizations Add a tag/subfield for collection notes MARC Record after processing: =856 40$uhttp://providerid.eblib.com/patron/FullRecord.aspx?p=123456$zClick for resource Add a subfield and free text to your 856

18. The worlds libraries. Connected. How your provider and OCLC automate the process EBL sends OCLC a weekly feed OCLC loads the updated feed Links are automatically maintained Shared collections are synchronized (consortia) WorldCat holdings are maintained Updated MARC records are output, reports are available Your patron finds and accesses an eBook

19. The worlds libraries. Connected. Thank you! OCLC began loading library-specific DDA holdings in 2012. OCLC released WorldShare Metadata Collection Manager in August 2012, which supports the output of MARC records based on knowledge base collections and more. We currently get feeds from EBL and ebrary... For more information on options for DDA, see: http://www.oclc.org/content/dam/support/knowledge-base/oclc_dda.pdf http://www.oclc.org/content/dam/support/knowledge-base/oclc_dda.pdf Sara Finch, finchs@oclc.orgfinchs@oclc.org

20. Kreitzberg Library Private military college 2300 on-campus undergraduates (cadets and civilians) 1200 students enrolled in College of Graduate and Continuing Studies (fully online) 8 librarians, 9 support staff members Kreitzberg Library/Meredith Farkas http://www.flickr.com/photos/librarianmer/35453880/ http://www.flickr.com/photos/librarianmer/35453880/

21. Why ebook DDA? Research needs of distance students could not be met through ILL Limited shelf space for physical materials Limited acquisitions and collection development staff High cost per use for physical monographs

22. Why EBL? Met functional requirements: – Unlimited simultaneous access – Downloading for offline use – Separate invoicing for different user groups Flexible profiling options Intuitive patron-facing interface

23. Setting holdings in WorldCat knowledge base EBL sends customized collection data to OCLC weekly No MARC record loading!

24. Discovery and access via WorldCat Local

25. Usage, costs: the first two years FY12 FY13 3730 loans 97 purchased titles 17.6% of e-resource budget 2696 loans 56 purchased titles 15% of e-resource budget

26. How do we put the brakes on? Union Pacific 844, Painted Rocks, NV, 2009/Drew Jacksich http://commons.wikimedia.org/wiki/File%3AUnion_Pacific_844%2C_Painted_Rocks%2C_NV%2C_2009_(crop).jpghttp://commons.wikimedia.org/wiki/File%3AUnion_Pacific_844%2C_Painted_Rocks%2C_NV%2C_2009_(crop).jpg

27. EBL profile and settings Settings changes: – Increase auto-purchase trigger from third to fourth short term loan – Remove Download button from Ebook Details page Profile changes: – Lower price cap for visible titles from $350 to $200 – Set 48 month moving window to expose only recently published titles – Restrict Textbook lending (3 simultaneous users)

28. Going forward Regular deduping against subscription ebook collections Continue monitoring usage monthly Make further adjustments to profile as needed

29. The Virtual Library of Virginia The consortium of the nonprofit academic libraries within the Commonwealth of Virginia What is the Virtual Library of Virginia (VIVA)? 73 academic libraries (39 public, 33 private, Library of Virginia), including doctorals, four years, two years, and specialized institutions. Central funding provided by the Commonwealth of Virginia, additional cost- sharing by members. Grounded in the coordinated collection development of online resources and an extensive resource sharing program.

30. V www.vivalib.org

31. The Virtual Library of Virginia The consortium of the nonprofit academic libraries within the Commonwealth of Virginia Challenges with Consortial DDA Not all publishers want to participate. It is difficult to convey the subtleties of DDA to a wide population. Record management issues are amplified.

32. The Virtual Library of Virginia The consortium of the nonprofit academic libraries within the Commonwealth of Virginia DDA within VIVA: The Budget The 39 public schools are participating through central funding, starting with $100,000 for the pilot. 12 private institutions opted in to the program with an additional shared $22,500. The project started in late May 2013, and, as of 10/30/13, $46,350 had been spent, 1,806 Short Terms Loans had been made, and 16 books had been purchased.

33. The Virtual Library of Virginia The consortium of the nonprofit academic libraries within the Commonwealth of Virginia DDA within VIVA: The Profile Publishers: Wiley, Oxford University Press, McGraw-Hill UK, Jossey-Bass, Sage STEM-H books only, based on call numbers $250 list price and under Published 1/1/2012 or after English language only

34. The Virtual Library of Virginia The consortium of the nonprofit academic libraries within the Commonwealth of Virginia DDA within VIVA: Record Management Why manage a consortial program through WCKB? It enables: – Delivery of customized MARC records to each library. – Setting holdings in WorldCat in a way that takes advantage of central holdings. Unpurchased books set for CH$ (VIVAs central OCLC holdings symbol). Purchased books set for all participating libraries.

35. The Virtual Library of Virginia The consortium of the nonprofit academic libraries within the Commonwealth of Virginia DDA within VIVA: Record Management EBL sends OCLC new records for our plan each week. Two collections in the WorldCat knowledge base are used to manage the records: one for unpurchased books, and one for purchased books.

36. The Virtual Library of Virginia The consortium of the nonprofit academic libraries within the Commonwealth of Virginia DDA within VIVA: Record Management The collections are then shared with the VIVA libraries.

37. The Virtual Library of Virginia The consortium of the nonprofit academic libraries within the Commonwealth of Virginia General Challenges Requesting access to WorldShare, general and collection level settings, and record retrieval via FTP were new to many libraries. To Help: We created detailed documentation in collaboration with OCLC and EBL that libraries can use to provide access to the DDA e-books.

38. The Virtual Library of Virginia The consortium of the nonprofit academic libraries within the Commonwealth of Virginia Status of Usage and Records (As of 10/21/13)

39. The Virtual Library of Virginia The consortium of the nonprofit academic libraries within the Commonwealth of Virginia Record Management Challenges Puzzling out New vs. Update vs. Delete To Help: You can adjust, to some extent, what counts as an Update for your record workflow.

40. Questions?