1. Michael Zeoli YBP Regional Manager Hester Campbell YBP GOBI Product Manager June 10, 2004 Books-Not-Bought in Ohio: A Pilot Project…

2. Some Historical Background

3. At the origin of OhioLINK’s pursuit of a ‘consortial approval vendor’ were notions of Duplication and ‘Homogenization.’ In 1997, Tom Sanville found that while duplicate holdings of 5 or more copies of individual titles was increasing, the number of unfilled [PCIRC] requests was growing. Duplication and ‘Homogenization’

4. Duplication and the “homogenizing” effects of Approval Plans: TLRN The percentage of titles held by only one library,  The percentage of titles held by only one library, 50% following approval plan shipments 50% following approval plan shipments  Fell to 11% after firm and slip orders. Titles held by all three TRLN libraries, 14% due to approval plan all three TRLN libraries, 14% due to approval plan shipments, rose to 64%. shipments, rose to 64%.  Most dramatic in F History, where approval plan shipments placed NO titles in all three libraries. shipments placed NO titles in all three libraries.  Yet all three libraries acquired 72% of the titles in F, while in the end only 10% were held by just one while in the end only 10% were held by just one TRLN library. TRLN library.  The relative uniqueness resulting from approval plan shipments was largely erased by discretionary plan shipments was largely erased by discretionary purchases. purchases.

5. The Benefits of Cooperation – Charged to the CBTF  Extend the Breadth of Titles Collected, and Control Duplication and Control Duplication  Increase the involvement in and coordination of local collection development activities. of local collection development activities.  Influence the Vendor Development Agenda  GobiTween  GOBI Consortial & Peer Reports

6. GobiTween information showing up-to-date count of books sold in Ohio

9. Books-Not-Bought in Ohio ( a.k.a. The ‘Not-bought’ Report )

10. The January 2000 N-B Report  1000+ titles profiled weekly at YBP  4666 titles in file for January 2000  452 titles were alternate editions  1028 unique titles went un-purchased  A notification slip was sent to Ohio for nearly every profiled title (16 were unannounced in every profiled title (16 were unannounced in Ohio - 12 were ‘U.K. only’) Ohio - 12 were ‘U.K. only’)  On average 250-350 of the un-purchased titles obtained from another source titles obtained from another source

11. Other Not-Bought Observations  More than 50% of the un-purchased titles at the Advanced Academic level cost over $100.oo  Just under half of the Professional level titles cost over $100.oo  Kegan Paul reprints in Psychology  Springer-Verlag Lecture notes in….  Medical publishers: Lippincott, W.B. Saunders

12. …and yet more data…  20 % of the Popular level titles  45 % of the Professional level titles  36 % of the Advanced Academic titles  25 % of the General Academic titles A partial manual review of the file of un- purchased titles revealed that Ohio had acquired from sources other than YBP:

13. ReaderLevel # Titles Profiled (including alternate editions) %ofTotal # Unique TitlesProfiled%UniqueTitles # Not Bought(Unique)%of Not bought % of Unique Titles Profiled, Not bought POP49710.54939928227.557 PROF66314643972282235.5 GEN-AC126927116391.52192119 ADV-AC223748191585.52992915.5 Total4666 4214 Avg. 90 % 1028 24.5 % Data from the January 2000 Report

14. Enough History – Let’s Cut to the Chase -

15.  Number of participating institutions (over 80 )  Multiplied by number collection managers  Divided by geographical boundaries of a large state Then take these active and geographically distributed participants and…..  Create a system by which they can each interact with some portion of the number of new books profiled by YBP and Lindsay & Howes each year (>60,000 in 2002-2003)  And arrive at decisions that benefit both their individual libraries and OhioLINK collectively…… The Complexity and the Challenge

16. OhioLINK in 1,000 words or so…

17. A ‘Not-bought’ Outline  List of YBP profiled titles NOT bought by any OhioLINK library retrieved via GOBI OhioLINK library retrieved via GOBI  Titles collected monthly in folder in GOBI  Participating libraries purchase ‘Not-bought’ titles from this folder titles from this folder  Both ‘Local History’ and ‘GobiTween’ Consortial History recorded in GOBI History recorded in GOBI  GOBI management reports for monitoring and analysis analysis

19. Choose ‘Consortial Reports’ from the Library menu.

21. YBP interdisciplinary descriptors may be useful in constructing a search

26. Name the folder appropriately, and set to show in the folder menu.

27. Return to search results Move results to folder Naming protocol of folder Notify group that new titles are ready Click the folder name to open.

29. Mark selections and click GobiExpress

32. Choose ‘Manage Templates’ from the Options menu.

35. Acquisitions Workflow 1.Go to the search selections screen in GOBI. Choose the initials for selectors from your library to retrieve their selections (or choose the sub-account). 2.Unless a PO# is necessary, no further changes should be needed. 3.Use the GobiExpress function or your Order Cart to transmit the orders to YBP.

36. Acquisitions retrieves selections

37. Acquisitions reviews selections

40. Monitoring and Evaluation: Management Reports Expenditure Reports Approval Expenditure Reports By Subject Fund By Subject Classification By Publisher or Publisher Type By Series By Descriptive Parameters By Content Level Report Parameters can be saved and retrieved. Reports can be saved in various formats and can be emailed directly from GOBI.

41. Approval Expenditure Report template

42. Expenditure Report template

53. The End