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Idan Hadari | Alma Product Management
Choice and Diversity in Acquisition Models
2
How Does a Library Provide the Right Resources to its Patrons?
© 2015 Ex Libris | Confidential & Proprietary
Core Models
PatronDriven
Collaboration
Library Collection
Analytics
3
Core Acquisition Models
© 2015 Ex Libris | Confidential & Proprietary
4
Additional Acquisition Models
© 2015 Ex Libris | Confidential & Proprietary
Gifts Exchange
What Are the Additional Models?
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Core Acquisition Models
© 2015 Ex Libris | Confidential & Proprietary
Methods
• Manual
• Embedded Order Data
• EDI
Based on
• Batch processes
• FTP delivery
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Acquisition Methods – Real-Time Acquisition
© 2015 Ex Libris | Confidential & Proprietary
Real-Time Acquisition
• Streamlined process
• Immediate
• Saves staff time
Partner Selection Platform
Alma
PO Line
Order Details
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Acquisition Methods – YBP Real-Time Acquisition
© 2015 Ex Libris | Confidential & Proprietary
EBook “Trade in Health”
Publication options list supplies options and pricing for the title
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Acquisition Methods – YBP Real-Time Acquisition
© 2015 Ex Libris | Confidential & Proprietary
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Acquisition Methods – YBP Real-Time Acquisition
© 2015 Ex Libris | Confidential & Proprietary
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Acquisition Methods – YBP Real-Time Acquisition
© 2015 Ex Libris | Confidential & Proprietary
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Acquisition Methods – Harrassowitz Ongoing Integration
© 2015 Ex Libris | Confidential & Proprietary
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Acquisition Methods – Harrassowitz Ongoing Integration
© 2015 Ex Libris | Confidential & Proprietary
Acquisition Methods – Integration with Amazon
© 2015 Ex Libris | Confidential & Proprietary
Library
Acquisition Methods – Integration with Amazon
© 2015 Ex Libris | Confidential & Proprietary
Acquisition Methods – Integration with Amazon
© 2015 Ex Libris | Confidential & Proprietary
Acquisition Methods – Integration with Amazon
© 2015 Ex Libris | Confidential & Proprietary
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Real-Time Pricing & Availability
Streamlining acquisitions processes with vendors
systems
Price and availability within Alma
Prevent jumping between systems
© 2015 Ex Libris | Confidential & Proprietary
One Stop Process
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How Does a Library Provide the Right Resources to its Patrons?
© 2015 Ex Libris | Confidential & Proprietary
Core Models
PatronDriven
Collaboration
Library Collectio
n
Analytics
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Patron-Driven Acquisition in Alma
© 2015 Ex Libris | Confidential & Proprietary
AlmaRepository
Vendor
Discovery
• Vendor candidate e-book records (with URLs) are sent to the library
•Users discover and use e-books, triggering purchases
• Vendor delivers purchase details
•Candidate e-books that are not in use are removed from repository and from discovery
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What Is Evidence-Based Selection (EBS)?
© 2015 Ex Libris | Confidential & Proprietary
EBS, also known as EBA, is a DDA model in which libraries negotiate with a vendor or publisher to provide access to a pool of e-books in exchange for an agreement to purchase books valued at a set amount at the end of the program.
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Differences Between PDA to EBS
© 2015 Ex Libris | Confidential & Proprietary
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End User Driven Acquisitions – Patron Purchase Request
© 2015 Ex Libris | Confidential & Proprietary
Patrons may suggest specific titles to be added to the library collection.
Resource Sharing
Alma Acquisitions Leganto Discovery
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End User Driven Acquisitions – Patron Purchase Request
© 2015 Ex Libris | Confidential & Proprietary
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End User Driven Acquisitions – Patron Purchase Request
© 2015 Ex Libris | Confidential & Proprietary
25
Article Processing Charges (APC)
© 2015 Ex Libris | Confidential & Proprietary
What is APC?
The publication fees that cover the costs of publishing the accepted article plus the cost of reviewing the number of submissions rejected for each accepted submission.
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OA Market Revenue Forecast and Growth (APC)
© 2015 Ex Libris | Confidential & Proprietary
The average APC (distorted somewhat by discounts and waivers, but excluding membership revenues) was about $660 in 2011; in 2015, this will increase to roughly $950 due in part to the increased number of well-branded journal publishers offering OA options at higher price points, and in part to the decline of low-value, extremely low-cost pure-OA publishers.
In 2011 194,000 (Articles) X $660(APC) = $128M In 2015 352,000 (Articles) X $950(APC) = $334M
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Article Processing Charges (APC) – Future Plans
© 2015 Ex Libris | Confidential & Proprietary
Surveys Streamline the APC Workflows Invoicing & VAT Calculation
Dictate Standards to the Industry
Create Customer’s Awareness and Engagement
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Beyond Core Models …Patron-Driven
© 2015 Ex Libris | Confidential & Proprietary
Immediate access at the point of need Purchase only what is needed Higher rate of use
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How Does a Library Provide the Right Resources to its Patrons?
© 2015 Ex Libris | Confidential & Proprietary
Core Models
PatronDriven
Collaboration
Library Collectio
n
Analytics
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Collaboration
© 2015 Ex Libris | Confidential & Proprietary
Joint Acquisitions and Collection Development
• Coordinated
• Economical
• Optimize your collection
Resource Sharing and Direct Patron Services
• Give your patrons access to the resources they need
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Joint Acquisition
© 2015 Ex Libris | Confidential & Proprietary
• Different institutions collaborate to acquire resources together
• Intended for electronic resources
Principles
Acquire once
Joint maintenance of data
Share expertise
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Joint Acquisition – Two Main Models
© 2015 Ex Libris | Confidential & Proprietary
Central Acquisitions
The idea for this is that libraries could save money through bulk purchasing and other services provided through one central library
Central Negotiations
Enable a collaborative network (central) office to manage vendor negotiation details for electronic resource purchases on behalf of the collaborative network members
Additional Supporting Feature - Shared Vendors
Vendor records can be managed and shared in a collaborative network
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Smart Collaborations Driven by a Flexible Network
© 2015 Ex Libris | Confidential & Proprietary
Joint acquisitions and negotiations
ILL via broker, directly between
partners
Direct patron interaction
Central catalog, Shared catalog
CATALOGING ACQUISITIONS RESOURCE SHARING FulfillmentFULFILLMENT
ANALYTICS
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How Does a Library Provide the Right Resources to its Patrons?
© 2015 Ex Libris | Confidential & Proprietary
Core Models
PatronDriven
Collaboration
Library Collectio
n
Analytics
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Collection Analysis
© 2015 Ex Libris | Confidential & Proprietary
Base your purchasing decisions on analysis of your
collection and its usage:
• Inventory Analysis
• Vendor provided usage information
• Link resolver statistics
• Resource sharing - lending requests
• Patron physical item requests
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Collection Optimization
© 2015 Ex Libris | Confidential & Proprietary
0400800
1,200
Least Used Journals
0
4,000
8,000
12,000
Most Frequently Used Journals
How can I optimize my collection development?
Review journal top usage trends
Analyze
Optimize your collection development by not renewing least used journals
Optimize
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Collection Optimization
© 2015 Ex Libris | Confidential & Proprietary
Titles with no circulation in the last X years
Analyze circulation activities by locations, class, and material type
Analyze
Optimize your space allocation: weeding, remote/offsite storage
Optimize
Location Name
Material Type
Barcode Publication DateTime
LoanedLast Loan Date
General Book 100080-000010 (1970). 0 General Book 100301-000010 (1969). 0 General Book 100536-000010 (1967). 0 General Book 100881-000010 (1968). 0 General Book 142-10 [1709] 1 5/12/2013 10:09General Book 167-10 (1970). 0 General Book 29763-10 (1966) 0 General Book 31503-10 [1619] 0 General Book 31819-10 (1969). 0 General Book 31819-20 (1969). 0 General Book 34362-10 [1588] 0 General Book 37675-10 [1636] 0 General Book 37683-10 [1630] 0 General Book 38297-10 [1628] 0 General Book 38735-10 [1625] 0 General Book 39854-10 [1619] 0 General Book 40614-10 [1660] 0
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Collection Optimization
© 2015 Ex Libris | Confidential & Proprietary
Lending requests in last year
Analyze resource sharing lending requests
Analyze
Purchase high demand resources
Optimize
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Collection Optimization
© 2015 Ex Libris | Confidential & Proprietary
Percentage of total items loaned in 2014 as compared to total amount of items per subject area
Analyze use of physical resources
Analyze
Invest less on physical resources?Invest more on electronic resources?
Optimize
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Collection Development in Alma
© 2015 Ex Libris | Confidential & Proprietary
Alma provides choice and diversity for buildingthe library collection through the use of:
•Core models & RT Acquisitions
•Patron driven
•Collaboration
Based on analytics-driven decision making
THANK [email protected]