Michael ZeoliMichael ZeoliYBP Regional ManagerYBP Regional Manager

Hester CampbellHester CampbellYBP GOBI Product ManagerYBP GOBI Product Manager

June 10, 2004June 10, 2004

Books-Not-Bought in Ohio:Books-Not-Bought in Ohio:

A Pilot Project…A Pilot Project…

Some HistoricalSome Historical

BackgroundBackground

At the origin of OhioLINK’s pursuit of a At the origin of OhioLINK’s pursuit of a ‘consortial approval vendor’ were notions ‘consortial approval vendor’ were notions of Duplication and ‘Homogenization.’of Duplication and ‘Homogenization.’

In 1997, Tom Sanville found that while In 1997, Tom Sanville found that while duplicate holdings of 5 or more copies of duplicate holdings of 5 or more copies of individual titles was increasing, the individual titles was increasing, the number of unfilled [PCIRC] requests was number of unfilled [PCIRC] requests was growing.growing.

Duplication and ‘Homogenization’Duplication and ‘Homogenization’

Duplication and the “homogenizing” Duplication and the “homogenizing” effects of Approval Plans: TLRNeffects of Approval Plans: TLRN

The percentage of titles held by only The percentage of titles held by only one one library, library, 50% following approval plan shipments50% following approval plan shipments

Fell to 11% after firm and slip orders. Titles held byFell to 11% after firm and slip orders. Titles held by all threeall three TRLN libraries, 14% due to approval plan TRLN libraries, 14% due to approval plan shipments, rose to 64%.shipments, rose to 64%.

Most dramatic in F History, where Most dramatic in F History, where approval planapproval plan shipmentsshipments placed NO titles in all three libraries. placed NO titles in all three libraries.

Yet Yet all threeall three libraries libraries acquiredacquired 72% of the titles in F, 72% of the titles in F, while in the end only 10% were held by just while in the end only 10% were held by just oneone TRLN library.TRLN library.

The relative uniqueness resulting from approval The relative uniqueness resulting from approval plan shipments was largely erased by discretionary plan shipments was largely erased by discretionary purchases.purchases.

The Benefits of Cooperation – Charged The Benefits of Cooperation – Charged to the CBTFto the CBTF

Extend the Breadth of Titles Collected, Extend the Breadth of Titles Collected,

and Control Duplicationand Control Duplication

Increase the involvement in and coordinationIncrease the involvement in and coordination

of local collection development activities.of local collection development activities.

Influence the Vendor Development AgendaInfluence the Vendor Development Agenda GobiTween GobiTween GOBI Consortial & Peer ReportsGOBI Consortial & Peer Reports

GobiTween information showing up-to-dateGobiTween information showing up-to-datecount of books sold in Ohio count of books sold in Ohio

Books-Not-Bought in OhioBooks-Not-Bought in Ohio

( ( a.k.a. a.k.a. TheThe ‘Not-bought’‘Not-bought’ Report Report ))

The January 2000 N-B ReportThe January 2000 N-B Report

1000+ titles profiled weekly at YBP1000+ titles profiled weekly at YBP

4666 titles in file for January 20004666 titles in file for January 2000

452 titles were alternate editions452 titles were alternate editions

1028 unique titles went un-purchased1028 unique titles went un-purchased

A notification slip was sent to Ohio for nearlyA 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 On average 250-350 of the un-purchased

titles obtained from another sourcetitles obtained from another source

Other Not-Bought ObservationsOther Not-Bought Observations

More than 50% of the un-purchased titles More than 50% of the un-purchased titles at the Advanced Academic level cost at the Advanced Academic level cost over $100.ooover $100.oo

Just under half of the Professional level Just under half of the Professional level titles cost over $100.ootitles cost over $100.oo

Kegan Paul reprints in PsychologyKegan Paul reprints in Psychology Springer-Verlag Lecture notes in….Springer-Verlag Lecture notes in…. Medical publishers: Lippincott, W.B. Medical publishers: Lippincott, W.B.

SaundersSaunders

……and yet more data…and yet more data…

20 % of the Popular level titles20 % of the Popular level titles 45 % of the Professional level titles45 % of the Professional level titles 36 % of the Advanced Academic titles36 % of the Advanced Academic titles 25 % of the General Academic titles25 % of the General Academic titles

A partial manual review of the file of un-A partial manual review of the file of un-purchased titles revealed that Ohio had purchased titles revealed that Ohio had acquired from sources other than YBP:acquired from sources other than YBP:

  

ReaderReaderLevelLevel

# Titles# TitlesProfiledProfiled

(including (including alternate alternate editions)editions)

%%ofof

TotalTotal

# Unique# UniqueTitlesTitles

ProfiledProfiled

%%UniqueUniqueTitlesTitles

# Not# NotBoughtBought

(Unique)(Unique)

%%ofof

Not Not boughtbought

%%of Unique of Unique

Titles Titles Profiled,Profiled,

Not boughtNot bought

POPPOP 497497 10.510.5 493493 9999 282282 27.527.5 5757

PROFPROF 663663 1414 643643 9797 228228 2222 35.535.5

GEN-ACGEN-AC 12691269 2727 11631163 91.591.5 219219 2121 1919

ADV-ACADV-AC 22372237 4848 19151915 85.585.5 299299 2929 15.515.5

TotalTotal 46664666    42144214Avg. Avg. 90 %90 %

10281028    24.5 %24.5 %

Data from the January 2000 ReportData from the January 2000 Report

Enough History –Enough History –

Let’s Cut to the Chase -Let’s Cut to the Chase -

Number of participating institutions (over 80 )Number of participating institutions (over 80 )

Multiplied by number collection managers Multiplied by number collection managers

Divided by geographical boundaries of a large stateDivided by geographical boundaries of a large state

Then take these active and geographically distributed Then take these active and geographically distributed participants and….. participants and…..

Create a system by which they can each interact Create a system by which they can each interact with some portion of the number of new books profiled with some portion of the number of new books profiled by YBP and Lindsay & Howes each year (>60,000 in by YBP and Lindsay & Howes each year (>60,000 in 2002-2003)2002-2003)

And arrive at decisions that benefit both their And arrive at decisions that benefit both their individual libraries and OhioLINK collectively……individual libraries and OhioLINK collectively……

The Complexity and the ChallengeThe Complexity and the Challenge

OhioLINK OhioLINK in 1,000 in 1,000 wordswordsor so…or so…

A ‘Not-bought’ OutlineA ‘Not-bought’ Outline

List of YBP profiled titles List of YBP profiled titles NOTNOT bought by any bought by any

OhioLINK library retrieved via GOBIOhioLINK library retrieved via GOBI

Titles collected monthly in folder in GOBITitles collected monthly in folder in GOBI

Participating libraries purchase ‘Not-bought’ Participating libraries purchase ‘Not-bought’

titles from this foldertitles from this folder

Both ‘Local History’ and ‘GobiTween’ Consortial Both ‘Local History’ and ‘GobiTween’ Consortial

History recorded in GOBIHistory recorded in GOBI

GOBI management reports for monitoring and GOBI management reports for monitoring and

analysisanalysis

Choose ‘Consortial Reports’ from the Library menu.

YBP interdisciplinary descriptors may be useful in constructing a search

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

Return to search results

Move results to folderNaming protocol of folderNotify group that new titles are ready

Click the folder name to open.

Mark selections and click GobiExpress

Choose ‘Manage Templates’ from the Options menu.

Acquisitions WorkflowAcquisitions Workflow

1.1. Go to the search selections screen in Go to the search selections screen in GOBI. Choose the initials for selectors GOBI. Choose the initials for selectors from your library to retrieve their from your library to retrieve their selections (or choose the sub-account).selections (or choose the sub-account).

2.2. Unless a PO# is necessary, no further Unless a PO# is necessary, no further changes should be needed.changes should be needed.

3.3. Use the GobiExpress function or your Use the GobiExpress function or your Order Cart to transmit the orders to Order Cart to transmit the orders to YBP.YBP.

Acquisitions retrieves selections Acquisitions retrieves selections

Acquisitions reviews selections Acquisitions reviews selections

Acquisitions reviews selections Acquisitions reviews selections

Monitoring and Evaluation:Monitoring and Evaluation:Management ReportsManagement 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.

Approval Expenditure Report template Approval Expenditure Report template

Expenditure Report template Expenditure Report template

The EndThe End