1. PDA AT JOHNS HOPKINS UNIVERSITY presented to: OCLC e-Resource Advisory Council January 17, 2013 Dawn Hale

2. Johns Hopkins University Populations served - all campuses (faculty, students, researchers) 60.9% Sciences, medicine, engineering 28.6% Social Sciences 10.5 % Humanities & music

3. Ebook purchasing strategies  bundles/packages  all publisher’s available ebooks (Springer)  individual title firm orders 969,882 titles total (99.9% of all JHU purchased ebooks)

4. Patron Driven Acquisitions: JHU implemented 2010  Purchased EBL titles: 658 automatically purchased by searchers 371 firm ordered (mostly Reserves) 1,029 purchased titles (.1% of all ebooks)  Non-purchased Patron on Demand ebooks (1/10/13): 65,535 discovery records 6,890 short term loans

5. Factors important to JHU in choosing PDA provider  Unmediated searching  Attractive business model  Profiling flexibility  Participation in OCLC WCP (WorldCat holdings automatically set for purchased titles)  Ability to access offline or online via any web browser  Choice in timeframe for loading records into catalog (JHU does weekly loads)  Ability to include domestic and Nanjing library in contract

6. EBL profile flexibility  Profile by particular discipline/subject areas (e.g., exclude Home Economics, Journalism, Military Science, Tourism)  Include/exclude:  particular Dewey or LC class ranges  particular publishers (e.g., exclude Springer)  titles published before or after particular date (JHU 2009+ imprints)  titles publishers make available to EBL before/after particular date  Short term loan cost limit (JHU $30 limit)  Auto-purchase titles cost limit (JHU $300 limit)  titles in particular language  Eliminate duplicate titles

7. Accessing titles in catalog  User authenticated when clicking on URL (EBL supports EzProxy, Shibboleth)  Patron informed of availability:  Read online (Available): JHU already purchased title or STL < $30  Request: STL > $30 ; patron must request

8. Business model  No “loan” free browse use:  Owned titles: 10 minutes free browse use  Non-owned titles: 5 minutes free browse use  After “no loan” use period ends, user prompted to either create a loan or return to the catalog  After 3 loans, title automatically purchased

9. Using title  Unlimited multiple concurrent users  If purchased title borrowed more than 325 times in a year, either title becomes STL for remainder of year or library purchases an additional copy

10. Length of loan period  Loan period, choice 1-7 days  For downloaded books, when loan is over the title shows as “expired” in ADE ; need to initiate a new loan to regain access to full text

11. Printing & copying: publisher dependent  Generally can print 20% of a book, copy 5%  User informed how much one can print/copy  Downloading book does not increase the number of pages one can print

12. EBL Admin module data  Can firm order titles from module  Includes use stats, e.g., # browses of all EBL titles (owned/unowned) # downloads (short term loans & purchased) # owned (purchased) titles Each title stats include: ISBN, title, LC/Dewey call#, publisher, use date, # days requested, patron ID, Order ID#

13. JHU’s 2012 Top 15 Publishers

14. JHU’s 2012 Top 20 Subject Transactions LC CALL NUMBERLC DESCRIPTION # TRANSACTIONS HDIndustries790 QAMathematics682 HFComerce486 DSHistory - Asia384 HCEconomic History341 HGFinance335 HMSociology, General273 HBEconomic Theory261 TAEngineering, General Civil237 RAPublic Aspects of Medicine231 TKElectrical Engineering208 HVSocial Pathology, Social & Public Welfare201 QDChemistry175 F US history (Local & British America)172 D History (General, Europe)163 E US history (General158 BFPsychology155 BPhilosophy, General148 BP Islam, Bahai Faith, Theosophy130 GV Recreation/Leisure115

15. Backend ILS tracking of EBL  By EBL type (discovery, short term loans, firm orders)  By type’s total expenditure

16. Tracking individual titles by type  Create item records with distinct collection code for type (discovery vs. STL vs. purchased)  Macro updates title’s collection code based invoice

17. EBL expenditure tracking  No EDI invoicing  Excel financial spreadsheet: separate columns for leased vs. firm order titles vs. auto-purchased  Macro moves titles/type onto separate spreadsheets = total invoice cost/type  Create new PO line for aggregated invoice cost of the type (e.g., STL vs. purchase)  Each type has separate budget code (track each type’s aggregated invoice cost in ILS, not title cos t)

18. JHU Backend Workflow Import EBL Discovery file EBL emails invoice of previous week’s transactions (STL, AUTOPurchase, Firm ordered Macro creates separate POI line for each type’s aggregated cost (no individual titles in acquisitions module). Financial processes charges for each type & uploads invoice file into SAP so check cut. Macro searches titles in JHU catalog & updates collection type by type (STL, AUTOPurchse, Firm Order) Catalogers overlay EBL discovery record with WCP catalog record for purchased titles

19. Purchased titles in catalog  JHU does not merge print bib with e- version record for purchased titles (remain separate)  Batch deleting EBL MARC records from ILS:  JHU occasionally requests if package available from another ebook vendors (e.g., all OECD iLibrary titles, Oxford Scholarship Online)

20. JHU EBL Uses & Costs EBL Use November 11, 2010 - December 31, 2012 Type of use AutoPurchas e Firm Order Purchase Short Term LoanTotal Number of uses66538913,12714,181 Total Spend$49,018.62$24,281.03$140,831.99$214,131.64 Average Cost$73.71$67.42$10.73 AutoPurchase = JHU purchased the book due to more than 3 uses Ebook firm ordered = by selector or reserves purchased the book outright for use in ereserves STL = Short term loan, JHU leases (allowed 3 short term loans before an autopurchase is triggered)

21. Total Spend Nov 2010 – Dec 2012: $214,131.64

22. PDA: Challenges  ILS macro adjustments needed when EBL changes their platform  Increased load times for large delete files  PDA not integrated with ERM, link resolver  EDI invoicing unsupported

23. Value of Ebook PDA  Ability to offer more content to the community  Extends purchasing power  Provides “just in time” 24x7 access  Data to assess how/what our scholars use: build better, more relevant collections  Easy to integrate/automate PDA backend processes with ILS

24. Future directions:  Purchase fewer ebook packages/bundles  Identify publishers supporting purchase individual ebooks via GOBI  No more ebook aggregators  Explore print PDA for YBP notifications  How to integrate Open Access titles

25. Thank you! QUESTIONS