Journey to Publisher PDA Janis Tyhurst Senior Science Subject Specialist and Business Librarian

“Born Digital” Library  “Born Digital” library  Invested in several major e-resource packages including e-books (Springer, T&F, Wiley, Elsevier, etc.)  Library designed as “open environment” with lots of collaboration space  Very limited amount of space allocated for book stacks  Library used for major exhibitions and receptions

KAUST Library

Joining the Scene in 2011  Building the collection ASAP  Goal was to buy 10,000 titles each year  Lots of titles only in print  Science & Technology titles  Older and OOP ST titles  Demands by faculty and students for print  Lots of resistance to non-print format  Fixed that problem with our print buying procedures

Book buying in the beginning

Looking for a better way

Big Deal E-book purchasing Pros  Faster process  Needed 1 quote and invoice  Access opened up once PO received  Access opened within 1-3 days Cons  Had to buy entire packages  Huge investment  No data on usage  Requested titles in other publisher packages

Aggregator Options in 2012  Aggregators  Ebsco  ProQuest  Dawsonera  EBL

PDA/DDA aggregator models in Pluses  Purchase Models  Already proven to be effective  Multiple publishers content available  Defined trigger mechanism  Set up limits on cost  Set up profiles of content available

PDA/DDA aggregator models in Minuses  No discounts on purchases  Publishers did not release all titles to aggregators  Not as many titles in Science and Technology  Various restrictions  Simultaneous Users  Print/copy limits  Issues with perpetual rights  DRM

Dawsonera  Had most flexible (cost effective) use model for KAUST  Based on credit allotment per title, renewed annually  Could have multiple SUs without purchasing additional titles  Additional copies could be purchased after demonstrated need

Dawsonera Derailed License agreement was too restrictive and did not reflect reality of e- books

Necessity is the Mother of Invention  Brainstorming ideas  Two publishers already sold us title by title e-books  Cambridge University Press  Wiley  Why not try PDA by Publisher?

Why Cambridge  Already buying lots of individual Cambridge University Press e-titles  Benefits to KAUST  Lots of S&T titles  All CUP S&T titles available  Immediate access for academic community  Reduce and streamline paperwork  Admin costs reduced  Easier tracking of purchases  Cambridge was willing

Benefits to CUP  Beta test PDA as a publisher  On a small scale  Limited time frame  Evaluate the effectiveness of PPDA  Sell more titles  Ties in with CUP stated values of  Delivering for our customers and authors  Creativity and innovation  Collaboration and openness

Points of Discussion  Triggers  Pricing  Content  Trial timeframe  MARC records  Licensing  Discounts  Service interruptions

Licensing  Defined time period (6 months)  Monthly invoicing  Purchase trigger described  Use Statistics reports  Discounts to be applied  Perpetual access  Unlimited SUs  CUP granted unlimited SUs on the titles in the PDA trial

Triggers  Any title that had 2 downloads  CUP unable to distinguish between freely available content and chapters at that time  If CUP developed a report to distinguish between full chapter downloads and downloads of freely available content (TOC, appendices, etc.), the purchase trigger would drop down to one chapter download  Download is defined by the COUNTER BR2 report standard  Number of successful section requests by month and title

Content  All Science and Engineering titles as of 4 February 2014  Included newly published titles (after February 2014) on a monthly basis  MARC records to be provided for all new additions

Practicalities  MARC records provided by CUP  Received spreadsheet lists of all titles added  Prior purchases  All unpurchased S&T titles  Monthly new title updates  We asked CUP for the following MARC records modifications  740 field included an identifier for easy retrieval of all the PDA titles  856 field included our proxy address

After 3 months…  1 st month 10 titles purchased (Feb weeks only)  2 nd month 51 titles purchased (March 2014)  3 rd month 45 titles purchased (April 2014)  We were spending lots of $$$!  Obvious demand demonstrated  Decided to get an estimate for the entire S&T package

Evaluation & Action  We looked at the usage/purchase trends  High usage  PDA costs escalating  Negotiated a much bigger discount to buy the entire 2014 S&T ebook package  Received the larger discount on all titles purchased during the PDA trial  Followed by a negotiated deal for the entire S&T package for the next 3 years, again with good discount

Advantages to Publisher PDA  Best if buying lots of titles  Deal directly with the publisher  Access to more content  Negotiate  Better license terms  Better discounts  Streamlines purchase process

Advantages to Aggregator PDA  Access to content from multiple publishers  Reliable delivery platform  One license to negotiate  One purchase process

What is Next?  Negotiating with Wiley on pilot PPDA project now  Elsevier started selling title by title now  Oxford University Press selling title by title now