pda check list

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PDA CHECKLIST OLA TENGSTAM MALMÖ UNIVERSITY

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PDA Check list

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PDA CHECKLISTOLA TENGSTAM MALM UNIVERSITY

1 PDA CHECKLIST

A summary of experiences made from a ten months project with PDA at three swedish university Libraries

Malm, Sdertrn and Uppsala

Malm and Uppsala 12 000 FTE

Sdertrn 8 500 FTE

PDA CHECKLIST

WHAT IS PDA?

Patron Driven Acquisition PDA is a concept offered by e-book aggregators

The Library exposes a huge number of unowned e-books in their local catalogue

The Library doesnt pay anything to the aggregator to import marc-records and expose these e-books

PDA CHECKLIST

WHAT IS PDA?

Patrons can then browse these books free for a period set by the aggregator

After finished browsing period, patrons can continue reading the book

A short term loan is then triggered for a certain cost paid by the library. Normally 10% of list price for 1 day short term loan

PDA CHECKLIST

WHAT IS PDA?

After a set number of loans the book is automatically purchased

At Malm we set up a limit of three loans

The forth time a patron wants to make a loan, the book is automatically purchased

This means that the library only pays for books that actually are used

PDA CHECKLIST

WHY PDA?

A project financed by the National Swedish Library

Main focus: Create a basis of knowledge that should be useful for other libraries

Project started in February. Test period May- September

Report published online in December

PDA CHECKLIST

BASIS OF KNOWLEDGE

Summarizing our experinces during the test

Gathering experiences from other University libraries

Making a survey of what PDA models aggregators offer

Aggregators for the test were chosen based on this survey

Check list in the end of the report. Gathers the most important aspects to consider before starting working with PDA

PDA CHECKLIST

PDA CHECKLIST

The Checklist consists of 11 main categories of aspects to consider before starting with PDA

The main categories are divided into 53 sub categories

Some examples from the checklist on the following slides

PDA CHECKLIST

POSSIBLE PDA OBJECTIVES

Better collectionBetter serviceReplacing manual purchasingSaving money

Think about what goals are important to you where should your focus be? Be aware of the fact that all these goals probably cant be achieved at the same time.

PDA CHECKLIST

9 PDA PROFILE

Subject CategoriesPublishing YearLanguagePublishersClassificationReadership levelPrice CeilingKeywords (include/exlude)

Consider which limits your library wants to set and which profile settings are particularly important. Choose your distributor in accordance with your requirements

PDA CHECKLIST

PDA FUNCTIONALITY

BrowsingLoansMediated functionNumber of loans/person/dayInterface Layout

Consider which PDA model and which PDA settings are particularly important and choose your distributor in accordance with your requirements

PDA CHECKLIST

COLLECTION

Readership levelType of booksPublishers

Updates to collections

Check if the collection from the distributor meets the librarys needs and choose your distributor in accordance with your requirements

PDA CHECKLIST

ACCESSIBILITY

Making the PDA e-books visiblelocal catalogue, discovery layer, union catalogue?

SFX/linkserver Do you want to activate your PDA-books in your linkservers knowledge base?

PDA CHECKLIST

MANAGING COLLECTIONS

Deduplication

Unique E-isbn:s

Managing purchased titles

Updates

PDA CHECKLIST

FINANCES

Budget How much of its budget is the library willing to commit to PDA? For example, should it use a certain percentage of the monograph budget?

Price model What does the distributors price model include? Are there any additional charges, for instance a platform charge?

PDA CHECKLIST

FINANCES

Experiences from Malm:

Budget for 150 000 SEK, outcome 48 000 SEK (circa 7000 $)

32 purchased books, 572 STL:s

36 mediated STL:s

1762 browsings

PDA CHECKLIST

FINANCES

Average purchase price 80 $.

Average STL price 8 $

All three libraries in the project set up a higher budget than the outcome

Lesson learned: It is hard to predict the outcome due to contextual differences

PDA CHECKLIST

ORGANIZATION

Work flow

Competency development

Coordination

Assessment

Where the goals achieved?

PDA CHECKLIST