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Workflow changes to Support Patron-Driven Acquisitions at ECU

Emphasizing workflow for a new print patron-driven service. ASERL Webinar February 7, 2013 Lisa Barricella East Carolina University. Workflow changes to Support Patron-Driven Acquisitions at ECU. 27,386 students 21% are enrolled solely as Distance Education students

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Workflow changes to Support Patron-Driven Acquisitions at ECU

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  1. Emphasizing workflow for a new print patron-driven service ASERL Webinar February 7, 2013 Lisa Barricella East Carolina University Workflow changes to Support Patron-Driven Acquisitions at ECU

  2. 27,386 students • 21% are enrolled solely as Distance Education students • Many on campus students take both face-to-face and online classes • Doctoral/Research University status as defined by The Carnegie Foundation • Joyner Library has 1.9 million volumes • SirsiDynix Symphony ILS • Materials budget of 4.5 million • $641,000 for monographic purchases ECU and Joyner Library Facts & Figures

  3. Fall 2006 ILL Purchase on Demand • Now mainstream workflow • $10,000 budget • No plans to disband even with implementation of Print PDA August 2011 Patron-Driven Ebooks • YBP and Ebrary • Now mainstream workflow • $31,000 budget January 2013 Patron-Driven Print Books • YBP • Shares $31,000 budget with Ebook PDA • Still a pilot project History and Adoption of Various Types of Patron-Driven Acquisitions Services

  4. Transparent to patrons • Records across almost all subject areas • 6955 discovery records thus far • 3200 were an initial load • rest are records profiled weekly by YBP • we import the records quarterly • 244 purchased titles • 444 titles used, not triggered • $14,000 spent 2011-2012 FY (139 titles) • $9800 spent so far this FY (105 titles) Summary of Patron-Driven Ebooks

  5. Creation of item type in Symphony ILS • Creation of Ebook email distribution list • Collection Developers review batches of discovery records before import • Cataloging staff import discovery records quarterly • Discovery records used to create purchase order in the ILS • Use of a tracking spreadsheet that is shared between departments and updated weekly Workflow Changes Implemented for Patron-Driven Ebooks

  6. Why? • Expansion of just-in-time acquisitions • Hope to see increase in circulation of print collection • Ebook PDA was deemed a success • Money was available What? • Books in subject areas of: Geography, History, Political Science, Religion & Sociology • Price cap of $125 for single volume • De-duped against our other book profiles with YBP When? • Started working on implementation late summer/fall 2012 • Went live January 9, 2013 How About Offering Print PDA?

  7. Implemented substantive changes to all the records supplied by YBP which required planning and deliberation • Changes to records supplied by YBP in turn changed workflow of monographic acquisitions staff for all YBP orders, not just Print PDA • Implemented Google Books Preview which is a nice enhancement for patrons • Ebook ordering challenges • Ultimately the changes to acquisitions workflow brought about by Print PDA will be a timesaver How Did It Go?

  8. Added Export Plus records • EOCR switched to EOCR Plus (mostly…) • OCLCPromptcat switched to YBPOCLC-Plus • EDI invoices for more subaccounts Changes to Records Supplied by YBP

  9. Creation of item type in Symphony ILS • Modifications to record import profiles in Symphony ILS • Creation of book request email distribution list • Collection Developers review profile matches in Gobi weekly and trigger the Export Plus records • Cataloging staff import Export Plus records weekly • Creation of 2nd RUSH ordering subaccount in Gobi that does not generate EOCR Plus records • Discovery records used to create the purchase order in the ILS Workflow Changes Implemented for Patron-Driven Print Books

  10. Acquisitions specific info present in YBPOCLC-Plus records allowing for auto PO generation on more subaccounts • Match point present in more records to expand ability to do EDI invoicing • Purchase requests come via email generated from online request form • Central FTP location for all records related to YBP print purchases, elimination of OCLC • Selectors and acquisitions staff must be mindful to look for export note in Gobi record to determine if a firm order is necessary Workflow Changes Implemented for Patron-Driven Print Books, cont.

  11. 5071 Print PDA discovery records • 4575 from retro loads • 496 from weekly profile match loads (averages 99/week) 4 Purchases since January 9, 2013 • $338.40 spent Results

  12. Catalog Record – Patron View

  13. Online Request Form

  14. Email Notice

  15. Gobi View of Export Record

  16. Thank You Lisa Barricella Monographic Acquisitions Joyner Library East Carolina University 252-328-0838 barricellal@ecu.edu

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