1. WORKFLOW CHANGES TO SUPPORT PATRON-DRIVEN ACQUISITIONS AT ECU ASERL Webinar February 7, 2013 Lisa Barricella East Carolina University Emphasizing workflow for a new print patron-driven service

2. ECU and Joyner Library Facts & Figures  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 2

3. History and Adoption of Various Types of Patron-Driven Acquisitions Services 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 3

4. Summary of Patron-Driven Ebooks  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) 4

5. Workflow Changes Implemented for Patron-Driven Ebooks  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 5

6. How About Offering Print PDA? 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 6

7. How Did It Go?  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 7

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

9. Workflow Changes Implemented for Patron-Driven Print Books  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 2 nd RUSH ordering subaccount in Gobi that does not generate EOCR Plus records  Discovery records used to create the purchase order in the ILS 9

10. Workflow Changes Implemented for Patron-Driven Print Books, cont.  Acquisitions specific info present in YBP OCLC-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 10

11. Results 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 11

12. Catalog Record – Patron View 12

13. Online Request Form 13

14. Email Notice 14

15. Gobi View of Export Record 15

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