I'm forwarding the following, from Mark England (our Collection Development Librarian) and Jennifer Swenson (our Head of Acquisitions):
We did set up a separate deposit and budget for our PDA. It has also helped with our accounting to establish separate collections in our catalog for the not acquired and loaned/acquired DDA materials.
Our project has worked extremely well except some of the metadata doesn't always match up. For instance, the ISBN numbers are different in the various records ( e.g. YBP invoice versus EBL record versus the YBP MARC record). Sometimes the titles are different in the MARC records and on the vendor site (e.g. titles in MARC records from YBP are slightly different than titles showing in EBL, although usually the EBL Book ID can be matched with the number showing in the 856 field of the MARC records from YBP). Otherwise, PDA with YBP/EBL has run smoothly.
When we have set up DDA programs we have sometimes reviewed the titles in the MARC record files before they are loaded into our catalog. We have done this to make adjustments to profiles or when we felt it necessary to check and pre-screen the content somewhat.
For our DDA programs, we do some monitoring of use and spending either daily or monthly, depending on the vendor and their reporting or email alerting capabilities. It may help you set up your accounting to see what metrics we’ve either been asked to provide or have examined at the conclusion of each semester and the end of each fiscal year:
1. Total cost of books auto-purchased through DDA in fiscal year and since inception (purchase price only, not including loan costs)
2. Total cost of short term uses, chapter downloads, or loans in fiscal year and since inception (metric somewhat depends on the measurement being used by the vendor)
3. Total cost of DDA program in fiscal year and since inception, including loans and purchases
4. Total number of visible titles currently available in DDA program/catalog
5. Total value of books visible or available in DDA program
6. Total number of books auto-purchased through DDA in fiscal year and since inception
7. Total number of loans/downloads/uses in fiscal year and since inception
8. Number of unique titles loaned, used or purchased
9. Least expensive short term loan or use
10. Most expensive short term loan or use
11. Average cost of short term loan or use
12. Median cost of short term loan or use
13. Least expensive book purchase
14. Most expensive book purchase
15. Average cost of book purchase
16. Median cost of book purchase
17. Total number of books purged or removed from catalog, and vendor site if applicable
18. Number of uses/downloads per book or by call number/subject
When the vendor provides this information, we have looked at the number of books at each loan level to determine how many books are at each loan level and to determine the number of books that are close to triggering a purchase.
---
Rick Anderson
Interim Dean, J. Willard Marriott Library
University of Utah
Desk: (801) 587-9989
Cell: (801) 721-1687
rick.anderson_at_utah.edu
From: ACQNET <acqnet-l_at_lists.ibiblio.org<mailto:acqnet-l_at_lists.ibiblio.org>>
Reply-To: ACQNET <acqnet-l_at_lists.ibiblio.org<mailto:acqnet-l_at_lists.ibiblio.org>>
Date: Wednesday, July 10, 2013 12:29 PM
To: ACQNET <acqnet-l_at_lists.ibiblio.org<mailto:acqnet-l_at_lists.ibiblio.org>>
Subject: [ACQNET-L] PDA expense tracking
Hi,
We (UMass Amherst ) are wondering how others are tracking ebrary or EBL Patron Driven Acquisitions (PDA) expenses. We’ve recently set up a deposit account with ebrary (via YBP) for a PDA account. So far we’ve not had any short term loan or purchase activity, but when we do we expect to take advantage of ebrary’s reporting mechanisms. Locally we’ve not yet set up specific budgets reflecting the PDA accounting and we’re wondering if we might want to. We used a catch-all fund called “one-time money” to prime the deposit.
Anyway, if there are others in Acqnet-l land doing a PDA program, I’d be interested in how you’re tracking expenses and how you’re reporting such to your administration and to the folks who do selection and collection development. Thanks.
~Scott
______________________
Scott Stangroom
Acquisitions Coordinator
University of Massachusetts, Amherst
W.E.B. Du Bois Library
Acquisitions Dept.
154 Hicks Way
Amherst, MA 01003-9275
stangroom_at_library.umass.edu<mailto:stangroom_at_library.umass.edu>
voice: 413.545.6724
fax: 413.545.6494
P Consider the environment and don’t print this e-mail unless you really need to.
_______________________________________________
ACQNET-L mailing list
ACQNET-L_at_lists.ibiblio.org
http://lists.ibiblio.org/mailman/listinfo/acqnet-l
Received on Fri Jul 12 2013 - 12:57:43 EDT