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Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

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Page 1: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

Idan Hadari | Alma Product Management

Choice and Diversity in Acquisition Models

Page 2: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

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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 Collection

Analytics

Page 3: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

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Core Acquisition Models

© 2015 Ex Libris | Confidential & Proprietary

Page 4: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

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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

Page 7: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

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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

Page 10: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

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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

Page 13: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

Acquisition Methods – Integration with Amazon

© 2015 Ex Libris | Confidential & Proprietary

Library

Page 14: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

Acquisition Methods – Integration with Amazon

© 2015 Ex Libris | Confidential & Proprietary

Page 15: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

Acquisition Methods – Integration with Amazon

© 2015 Ex Libris | Confidential & Proprietary

Page 16: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

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

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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

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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

Page 41: Idan Hadari | Alma Product Management Choice and Diversity in Acquisition Models

THANK [email protected]