Acquiring Approval Plan E books:

                 The Duke Experience



                            ļ‚› Nancy J. Gibbs
                            ļ‚› Head, Acquisitions Dept.
                            ļ‚› Duke University
                            ļ‚› nancy.gibbs@duke.edu



1   NCLA October 2011
Background


            ļ‚› Why we decided to do this
            ļ‚› What we get in print
                   ļ‚›From whom
                   ļ‚›Review of books received
                   ļ‚›Importance of Gobi to TRLN
            ļ‚› Other e book plans at Duke


2   NCLA October 2011
Parameters of the E
                      Approval Plan

          ļ‚› E is received for US plan
                 ļ‚› If profiled within 8 weeks of
                   publication
                 ļ‚› Against all parameters in the plan
                 ļ‚› MUPO if available
                 ļ‚› Cost limits
          ļ‚› What we did if we had resistance
            from faculty or staff
3   NCLA October 2011
Statistics of the Plan


              ļ‚› Coverage by LC class
              ļ‚› Coverage by Discipline
              ļ‚› Purchases to supplement e
                        ļ‚›Cost
                        ļ‚›LC Class
                        ļ‚›Requested by


4   NCLA October 2011
Overall Costs for Duke University

                                          Avgas Cost per
                        # Shipped       % Book


     All Autoships             9381   100%$57.53


     Print                     7441   79%$49.45


     E                         1940   21%$88.02




5   NCLA October 2011
Top 5 LC Classes for e approval
                books
                          Number of
          LC Class        titles      % of Total
          English
          Literature      172         8.8%

          Public Policy   114         5.8%

          Economics       105         5.4%

          Religion        101         5.2%

          Sociology       100         5.1%

6   NCLA October 2011
E books by Discipline Groups

                           % of    # of    Avgas
    Discipline             Total   Books   cost

    Social Sciences        38%     731     $82.08

    Humanities             29%     556     $83.97

    IAS                    16%     316     $86.59

    Sciences               11%     212     $109.78

    Divinity               5%      101     $92.62

    Interdisciplinary 1%           24      $171.75
7      NCLA October 2011
Duplicating Print for E approvals
    ļ‚› Our plan for patrons needing print
      duplicates of e approval books
         ļ‚› We do not ask why you need a print
           duplicate


    ļ‚› Purchased 203 (10.5%) print books that
      duplicated e books sent on approval plan
    ļ‚› Cost for that duplication was $25,400+
    ļ‚› Selector vs. Faculty requests 97%/3%

8    NCLA October 2011
Top 5 Subjects/Areas for print
    books duplicating e approval books

                                 Number
            Subject/Area         purchased   % of Total

            English Literature   57          28%

            Film Studies         17          8.3%

            Western Europe       15          7.3%

            Philosophy           14          6.8%

            Public Policy        10          4.9%

9     NCLA October 2011
Discovery Methods


                 ļ‚› How important is the catalog for
                   discovery of e books


                 ļ‚› What about discovery services
                   outside of the OPAC




10   NCLA October 2011
How we met those needs

                         for discovery


           ļ‚› EOCR records
           ļ‚› Discovery service records
           ļ‚› OCLC Prompt Cat records
           ļ‚› Yankee vendor records



11   NCLA October 2011
Workflow
         CURRENT                      IDEAL
ļ‚› Titles ā€œshippedā€ to Duke    ļ‚› Titles ā€œshippedā€ to
ļ‚› Receive invoice with bib      Duke
  and order data
                              ļ‚› Sim. Notification
ļ‚› Load into Aleph               sent to Discovery
ļ‚› Turn titles on in             Service; they
  Discovery Service; A-Z        activate and add to
  list updated in 24 hours      A-Z list automatically
ļ‚› Create list of new titles   ļ‚› Receive invoice with
  to send to selectors          bib and order data
  twice a month
                              ļ‚› Load into Aleph
12   NCLA October 2011
Forthcoming


              ļ‚› Continuing pilot
              ļ‚› Change in access model
              ļ‚› Blackboard requests
              ļ‚› Marketing needs
              ļ‚› Additional platforms
              ļ‚› Use statistics

13   NCLA October 2011

Acquiring approval plan e books the duke experience

  • 1.
    Acquiring Approval PlanE books: The Duke Experience ļ‚› Nancy J. Gibbs ļ‚› Head, Acquisitions Dept. ļ‚› Duke University ļ‚› [email protected] 1 NCLA October 2011
  • 2.
    Background ļ‚› Why we decided to do this ļ‚› What we get in print ļ‚›From whom ļ‚›Review of books received ļ‚›Importance of Gobi to TRLN ļ‚› Other e book plans at Duke 2 NCLA October 2011
  • 3.
    Parameters of theE Approval Plan ļ‚› E is received for US plan ļ‚› If profiled within 8 weeks of publication ļ‚› Against all parameters in the plan ļ‚› MUPO if available ļ‚› Cost limits ļ‚› What we did if we had resistance from faculty or staff 3 NCLA October 2011
  • 4.
    Statistics of thePlan ļ‚› Coverage by LC class ļ‚› Coverage by Discipline ļ‚› Purchases to supplement e ļ‚›Cost ļ‚›LC Class ļ‚›Requested by 4 NCLA October 2011
  • 5.
    Overall Costs forDuke University Avgas Cost per # Shipped % Book All Autoships 9381 100%$57.53 Print 7441 79%$49.45 E 1940 21%$88.02 5 NCLA October 2011
  • 6.
    Top 5 LCClasses for e approval books Number of LC Class titles % of Total English Literature 172 8.8% Public Policy 114 5.8% Economics 105 5.4% Religion 101 5.2% Sociology 100 5.1% 6 NCLA October 2011
  • 7.
    E books byDiscipline Groups % of # of Avgas Discipline Total Books cost Social Sciences 38% 731 $82.08 Humanities 29% 556 $83.97 IAS 16% 316 $86.59 Sciences 11% 212 $109.78 Divinity 5% 101 $92.62 Interdisciplinary 1% 24 $171.75 7 NCLA October 2011
  • 8.
    Duplicating Print forE approvals ļ‚› Our plan for patrons needing print duplicates of e approval books ļ‚› We do not ask why you need a print duplicate ļ‚› Purchased 203 (10.5%) print books that duplicated e books sent on approval plan ļ‚› Cost for that duplication was $25,400+ ļ‚› Selector vs. Faculty requests 97%/3% 8 NCLA October 2011
  • 9.
    Top 5 Subjects/Areasfor print books duplicating e approval books Number Subject/Area purchased % of Total English Literature 57 28% Film Studies 17 8.3% Western Europe 15 7.3% Philosophy 14 6.8% Public Policy 10 4.9% 9 NCLA October 2011
  • 10.
    Discovery Methods ļ‚› How important is the catalog for discovery of e books ļ‚› What about discovery services outside of the OPAC 10 NCLA October 2011
  • 11.
    How we metthose needs for discovery ļ‚› EOCR records ļ‚› Discovery service records ļ‚› OCLC Prompt Cat records ļ‚› Yankee vendor records 11 NCLA October 2011
  • 12.
    Workflow CURRENT IDEAL ļ‚› Titles ā€œshippedā€ to Duke ļ‚› Titles ā€œshippedā€ to ļ‚› Receive invoice with bib Duke and order data ļ‚› Sim. Notification ļ‚› Load into Aleph sent to Discovery ļ‚› Turn titles on in Service; they Discovery Service; A-Z activate and add to list updated in 24 hours A-Z list automatically ļ‚› Create list of new titles ļ‚› Receive invoice with to send to selectors bib and order data twice a month ļ‚› Load into Aleph 12 NCLA October 2011
  • 13.
    Forthcoming ļ‚› Continuing pilot ļ‚› Change in access model ļ‚› Blackboard requests ļ‚› Marketing needs ļ‚› Additional platforms ļ‚› Use statistics 13 NCLA October 2011