a large scale consortial dda e-book project: what we have learned after one year (and a few months)...
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A LARGE SCALE CONSORTIAL DDA E-BOOK PROJECT:
WHAT WE HAVE LEARNED AFTER ONE YEAR (AND A FEW MONTHS)
Steve Bischof
ILS Coordinator, Five Colleges
&
Rachel Lewellen,
Assessment Librarian , UMass Amherst
Amherst, MA
ELUNA 2015
DDA AT THE CONSORTIAL LEVEL
• Five College Consortium Pilot DDA program• Amherst College• Hampshire College• Mount Holyoke College• Smith College• UMass Amherst• Total FTE 35,000
• In 2013 embarked on a shared e-book DDA program
SHARED DDA PROGRAM WITH EBL
• Key decisions• Selected EBL as a platform• Decided to use YBP as billing agent and source of
Discovery records• Point-of-Purchase (POP) records from YBP• Short term loans would be from a central fund• Triggered purchases and Firm orders from local
funds
• Act collectively – Spend separately (ACSS)• Did not require publisher negotiation
SCOPE OF THE PROGRAM
After much discussion……
• Profiled by YBP (all levels)• Publication year 2005+ • List price less than $250*• Subtract Ebrary Academic Complete
• Initial load of 138,000 records• Updated weekly ~1,000-2,000 records
SETUP
Setup at EBL• 6 separate EBL accounts- Each institution plus master• Transactions record at the institutional level• Master Account controls visibility on a monthly basis• Initial setup 5 loans trigger purchase -- 7 day loan
Setup at YBP• Each institution has two separate sub-accounts, Auto-
purchases and Firm orders• Consortial Account for Short Term Loans• Consortial Account for the production of Discovery
records
ALEPH STRUCTURE
LOADING DISCOVERY RECORDS
Discovery records• Single Bibliographic record• Single holding with single URL• Single item record in shared Administrative unit (ADM)
Daily Update process- Automated script (actually weekly)• Access shared account at YBP via ftp• pfile-01 and pfile-02 to convert MARC record • Fix records (manage-37)Own code, EBL number to 0359, adjust 856, add 655, add 949
• Check for duplicate records (manage-36)• Load records (manage-18)• Create Holdings and items (manage-50)• Remove 856 from Bib record (manage-21)• Email report with matching and loaded records
AUTHENTICATION
Goal of single URL in ALEPH• EBL requires user authentication• New Ezproxy instance for all Five Colleges• Federated Shibboleth based authentication• EBL creates Five College federation page This is invoked by the fivecollege URL only• Redirects to the appropriate Shibboleth instance• User data sent to EBL as encrypted string• Walk-in user access at designated workstations
Demo later
POINT-OF-PURCHASE POP records created by YBP
• Five separate accounts to check daily• FTP from YBP• 01,02,37,36 Same as discovery records• Expect matches for Auto-purchases, no match for ‘out of profile’
firm orders (p-manage_36)
Matches• Adv. Vendor Record loader (p-file90)• Report to acquisitions
No Match• Load records (manage-18)• Create Holdings and items (manage-50)• Remove 856 from Bib record (manage-21)• Adv. Vendor Record loader (p-file90)• Report to acquisitions• Report to staff to add record to master accounts
PILOT LIVE DECEMBER 2013
After one moth librarian testing period system live in December 2013
Monthly update from EBL of deleted records and Ebrary overlap
Known duplication• Print• Springer e-books• Safari • Other individual titles
• http://fcaw.library.umass.edu/F/?func=find-b&REQUEST=ethical+hacking&find_code=WRD
• Five College Assessment site
THE GREAT ‘STL’ INCREASE
Data from June 25th 2014Tableau
NEW CRITERIA SUMMER 2014
After discussion…..• Drop Price cap to $100 list price• Effectively limits publishers• Move to 1 Day loans from 7 Day
• Taylor & Francis 23,586 -> 892 • Cambridge 9,938 -> 1,884• Oxford 2,085 -> 959• Ashgate 1,800 -> 748
• But also these• Springer 22,999 -> 5,202• Wiley 14,708 -> 9,122• Palgrave 7,211 -> 4,396• Brill 2,226 -> 125• Elsevier 2,180 -> 2
Final pool around 66,000 titles (Currently 70,600)
USAGE STATISTICS
EBL provides 2 primary reports• Usage reportBrowse session, online reading, usage times, downloads etc.• Sales reportSTL trigger events, Auto-purchase events and firm orders
Both reports contain basic metadata- Title Author ISBN etc.
Complete title list also available for NULL usage analysis
Tableau site compiled by Rachel Lewellen, Assessment Librarian at UMass Amherst
https://public.tableausoftware.com/views/EBL_Public/EBLPilot-PublisherDashboard?:embed=y&:display_count=no
OF INTEREST
User/Title most like traditional circulation: $14.40 per User/Title
Overall Loans at $5.86 per loan*
Loans* Browse Total
Total 61,393 75,328 136,721
Unique Titles 13,930 22,832 22,835
Unique Users 10,154 13,834 13,835
User/title 24,976 42,866 42,890
As of March 11th 2015
OVERLAP
As of March 11th 2015
Matching on LCCN or ISBN we found that 4,993 of the EBL records matched 9,498 bibliographic records in our ALEPH database.
69,507 EBL records
INITIAL PATRON ANALYSIS
As of March 11th 2015
OF INTEREST24% of book-patron combinations used the same book on 2 + days10% of book-patron combinations used the same book on 3 + days
Of 61,393 loan events 12,914 were downloads (21%)
149,000 peak - $18.2m list as of 3/15 70,074 - $3.83m list
For Online reading:Average 25.7 pages read per loan event lasting 24.4 minutes
Median values of 18 pages and 8.2 minutes
Less than 9% of loan events iPad/iPhone/Androidbut 49% of downloads on iPad/iPhone/Android
As of March 11th 2015
MOST POPULAR
1500 uses via loan 943 Browses
MOST POPULARProbability : With Applications and R Dobrow Robert P, 2013 | Wiley2443 uses
A History of Modern Latin America : 1800 to the Present Meade Teresa A, 2011 | Wiley1063 uses
Liquidated : An Ethnography of Wall Street Ho Karen, 2009 | Duke University Press1057 uses
Falling Through the Cracks : Psychodynamic Practice with Vulnerable and Oppressed Populations Berzoff Joan, 2011 | Columbia University Press911 uses
Sweet Reason : A Field Guide to Modern LogicHenle James M; Garfield Jay L; Tymoczko Thomas, 2011 | Wiley798 uses
QUESTIONS
A special thanks to:
Pam Skinner, Smith CollegeFive College Resource Management, Chair
Erin Stalberg, Mt Holyoke College
Steve [email protected]