Why, How, Who, and other Questions

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1 Piloting E-Books Why, How, Who, and other Questions Diane Baden O Neill Library, Boston College Good Practices for Great Outcomes OCLC, Harvard University November 30, 2011

2 Outline About Boston College E-Book Projects and Results Future Plans Big Issues and Questions What About Cataloging Harvard University, 11/30/11 2

3 BC Facts and Figures ARL university 13,500 FTE (9,000 undergrad) O Neill Library 2.1 million volumes (ARL definition): FY11 $8.3 million materials budget ($1.6 million monographs): FY12 390, e-books (incl. large packages like EEBO and ECCO) Harvard University, 11/30/11 3

4 Technical Services Structure t No Technical Services Department Reorganized 3 years ago dismantled Acquisitions and Serials dismantled Cataloging Monographic Services, Continuing and Electronic Resources, Metadata Services Horizontal separation by purchasing method Vertical integration by life-cycle of material type Harvard University, 11/30/11 4

5 Current Structure t for E-Books Monographic Services handles e-books acquired through GOBI and PDA Continuing i and Electronic Resources handles e-books in packages, individual titles purchased from publishers or other providers, tracked in ERM Metadata Services evaluates vendor records manages record loading routines Harvard University, 11/30/11 5

6 Background of E-Book Projects Science Group report (May, 2008) Preferred purchase over subscription Selected ebrary, ordered through GOBI ebrary/gobi pilot with science group expanded to all selectors free ebrary MARC records clunky workflow Harvard University, 11/30/11 6

7 Electronic Books Task Force Appointed June 2010; strategic funding Charge: Pilot projects, esp. PDA Selection criteria and best practices Workflows Discovery Funding policies i Assessment Harvard University, 11/30/11 7

8 What We ve Tried Individual titles purchased through GOBI Started with ebrary Added other providers (Wiley, Sage) Purchase YBP MARC records Selectors see e-book slips as alternate editions Receive order records as with print, overlay with full record Trials (with MARC records) Packages from various publishers/providers Elsevier, Springer, Taylor & Francis Subjects, mostly recent collections Harvard University, 11/30/11 8

9 What We ve Tried PDA through ebrary Waited until ARL pilot libraries figured things out Much improved triggers Profiled very carefully DDA through YBP (replaces PDA) Still with ebrary, but managed by YBP Based on our print profiles and slips Integrated workflows, selectors see status Harvard University, 11/30/11 9

10 What We ve Discussed Downloadable titles (OverDrive pilot about to start) E-preferred approval plan via GOBI E-readers New University Press initiatives (Project Muse) New providers (Ebsco, EBL, et al.) Short-term t loans (esp. for ILL) Harvard University, 11/30/11 10

11 What We ve Learned Involve technical services up front Workflows are important; MARC records are important Vendors are still learning: give feedback Marketplace is changing: pay attention, ti participate Well-managed dpdai is successful Harvard University, 11/30/11 11

12 What We Don t Know Yet Haven t done thorough assessment yet: priority for task force this year Who is using e-books and why Usage of print vs e-book for same title Results of PDA to DDA profiling change PDA records keep for how long? Collections: are they good value? Are some platforms used more than others? Harvard University, 11/30/11 12

13 Big Issues/Questions Collection development model/philosophy Budget allocations Packages vs bibliographer selection vs user selection DRM ILL Printing Downloading Simultaneous users Harvard University, 11/30/11 13

14 What about Cataloging? MARC records are vendor-supplied, batchloaded FTP from providers OCLC collection sets Run through load routines Relatively minor record edits Label with local collection name Identify PDA/DDA titles for staff only Harvard University, 11/30/11 14

15 What About Cataloging? Activate in SFX for discovery No holdings in OCLC discussing adding to WorldCat KnowledgeBase Long-term implications Fewer physical materials to handle, process, shelve Redeploy staff and student hours to backlogs, special projects Harvard University, 11/30/11 15

16 Final Thoughtsht Luxury of special funding plus commitment to experimentation Space issues pushing toward reduction of print Access issues pushing toward more liberal l DRM and downloading Budgeting will be tricky going forward Harvard University, 11/30/11 16

17 Questions? Harvard University, 11/30/11 17

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