snyman unisa battle to build an ebook collection
TRANSCRIPT
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Dorette SnymanCollection Developer: E-Resources
Unisa Library
The battle to build an e-book collection: advice from the
trenches
GAELIC Training Camp, 16 November 2010
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Discussion of the Unisa Library experience in:
• Finding ebooks• Purchasing models• Content models• Selection criteria• Making e-books available • Advice to offer to other libraries
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Battle is an orgy of disorder
George S Patton, American general
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The battle to find e-books• No single comprehensive source available• Combination of sources needs to be used• Book supplier & aggregator databases
• Coutts, Dawson, Blackwell, NetLibrary, Ebrary, MyILibrary• WorldCat, Google Books• Publishers web sites• Publishers promotional material, visits & conferences• SANLIC offers• Requests from clients• Serendipity, or the chance encounter• Type of resource wanted will determine where we’ll look • Selection is an effort!
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What’s difficult to find?
• Textbooks• Older titles
– Excluding big publishers– Free titles may fill the gap– Google Editions
• Small and niche publishers• South African publishers• Different content models offered
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Content models• Publisher driven content
– Compile collections to suit their marketing plan– Bulk selling of content = “big deal”
• Library driven content– Pick your own titles – time consuming– Individual titles on request– Often pre-requirement eg minimum value
• Patron driven content– Purchase based on patron use
• Dawson• MyILibrary
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Purchasing models
• Individual titles• Subject collections – determined by publisher• Packages – by copyright year • “cherry pick” – or create your own collection• “the whole tutti” - or complete collections• Backfiles – historical collections• Unsuitable models:
– E-mailing the book in pdf or other format– Downloading to individual workstation– Individual password per person– Single user per title in publisher packages
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No battle plan survives contact with the enemy
Colin Powell, US General
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Selection (1)• Budget
– Separate budget for collections & “bulk buying”– Allocation within subject budget for individual titles– Vary between colleges and subjects– Digital assets and digital non-capitalised resources
• Selection decision:– Collection development policy– Criteria for selection– Preference to access in perpetuity– Title lists are scrutinized and circulated for approval
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Selection (2)
• Content with opposing forces– Publisher vs aggregator platform– Collection vs individual title– Purchase vs subscription / lease– Front list vs available titles– E-only vs print + e– Single vs multiple user access– Unlimited vs restricted use– Copyright year vs publication year
• Full title list of available titles pre-requirement to order• No front lists may be ordered• Precise description of selected package or collection
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Licence and technical issues
• Licence agreement / purchase agreement– First order on platform time-consuming– Due diligence (risk analysis) – Description of the collection in addendum to licence– Clauses required:
• Authorized users with remote access• Post-cancellation or post-termination availability• Educational use• ILL?
• Technical considerations– Authentication methods: IP vs passwords– Format of content – pdf, html– Persistent URL’s for linking
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Procurement
• Publishers order record or individual title orders• Direct or via agent• Record of no. of volumes and title list• Processing licence agreement & signatures• Communicate with publisher re discounts • Updated addendums for existing agreements• Tracking payment through Finance dept. • Receive notification of access• Communication to collection development & cataloguing
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Cataloguing• 2-record approach• Source of MARC records – OCLC vs publishers vs self• Completeness of MARC record• Correct 856 field and item record• Fields must be correct to be retrievable in discovery tool • Problems with OCLC Collection Sets:
• 856 (URL) not always correct – persistent URL’s• Collections incomplete, do not match selection title list• Errors in records
• Publishers MARC records• Varying quality and completeness, UKMARC records• URL usually correct• Collections incomplete
• Keeping up with additions and deletions
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Post- notification of access
• E-resource collection developer:– Publisher or platform on A- Z list– Completion of ERM record– Usage statistics– Initial announcement to users via newsletter
• Subject Collection Developers– Ordered collections available– Incorporate into marketing efforts
• Personal librarians, Information Desk– Communicate to users – on-campus and remote
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Finding our e-books
• Searchable in OASIS library catalogue– E-books scoping in catalogue– Or searches limited to e-books
• Linking in prescribed and recommended reading lists• Listed on A-Z database web page• Listed as separate list in monthly New Books list• Will be retrievable in discovery tool (Encore)
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Who is involved?• Collection development
– Subject collection developers– E-resource librarian
• Procurement– Serials – if subscription– Books – if a purchase
• Cataloguing– All catalogers involved
• Personal librarians– Marketing and raising awareness
• Information Desk, Request Services• Marketing• Training
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Using our Millennium modules
Acquisitions• Create bib record for publisher• Attach orders to publishers
record – collection developers• Dedicated fund code for e-
books – per college• Number of volumes• Fixed fields:
– Location: E-books– Asset type: electronic– Format : electronic
ERM • Create erm record for publisher• Attach order records (related o)• Use Financial tab to total
payments – usage stats• Source of MARC record -
catalogers• Licence record - track progress
- Procurement• Contact record for publishers
contact persons – used by all• Supporting docs:
– Title lists– Collections purchased– Conditions, discounts, etc.
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All collection orders attached to one publishers record
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Individual order with full information
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ERM – publishers record:Under Financial tab, record of payments per year with total
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Full ERM record
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Examples of recent requests
• Knowledge Resources: HR Survey 2009– Ebook in pdf, downloaded by e-mail link, valid for 2 hours, single
workstation• Harvard Business Press
– To lecturers only, after registration of course, individual student per title, no institutional purchase
• Clinical Nutrition, 8th ed., Cengage Gale iChapters– Lecturers and students online copy, payment per credit card,
individual use only• Introduction to Textiles: Textiles and apparel education
and training at your finger tips. – Series of 8 courses, prices per student per module
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Issues we need to resolve• Policies and criteria• Boundary clarification between staff – internally and
inter-divisional• Communication channels• Publishers title lists. Slippages!• Turnaround time for loading MARC records • Mismatched title lists and MARC collection sets• Additions and deletions of titles – who?• Source of MARC records – other services?• ERM to upload MARC records• Prescribed titles – e-version available?• Investigate e-readers and mobile interfaces
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What advice?
• Communicate!• Get your work flow sorted• Complete order records • Contacts with publisher• Get the licence for the platform done first• Insist on the correct title lists• Document procedures• Constantly work on the mind change of staff into the e-
world
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Valuable book
Anson, Catherine & Connell, Ruth R. 2009. E-Book Collections. SPEC kit no. 313.
New York: Association of Research Libraries, 2009. http://www.arl.org/resources/pubs/spec/
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You have to fight a battle more than once to win it
Margaret Thatcher, UK Premier