2013 Charleston Conference

Due to the predominance of online resources, reduced or flat budgets, and a greater need to justify services and expenditures to university administration, academic libraries must refocus their collection development efforts. Two librarians from the University of Florida (UF) will facilitate a round table of discussion with librarians, administrators, faculty, publishers and vendors, on this changing landscape and the need for libraries to develop new comprehensive collection policies that are more cost-effective yet continue to support academic instruction and research.

At UF outdated collection policies are being reviewed and overhauled with:
* SMART Collection Policies
(1) Strategic ‘Just in Time’ collection development
(2) Modify traditional selection procedures emphasizing online resources,
(3) Accentuate shared collection projects with library partners,
(4) Revise allocation of materials/resources budget,
(5) Target collection building that supports UF’s strengths

These policies will provide a launching point for discussion with the attendees: (1) ‘Just in Time’ collection development includes patron-driven acquisitions; (2) the preference for online resources is now the standard in most academic libraries; (3) sharing collections and projects with library partners and consortia is a growing trend; (4) the need to revise budgets and allocation methods is challenging and crucial; and (5) many libraries are channeling limited budgets and staff in targeting specific areas for collection building.

Take-aways for attendees will include:
- The incorporation of emerging ‘Just in Time’ principles and plans into the old school ‘Just in Case’ approach of collection development.
- The factors influencing the radical shift in collection development and the ways a library can devise collection policies that are comprehensive and cost-effective.
- Methods to reallocate library budgets to support collection building across a multitude of subject disciplines.
- Collection building strategies that target specific disciplines or collections, including those with indirect staff and operational costs (e.g. gifts).

A panel of publishers, aggregators, and reference and collection development librarians will present and discuss transformations resulting from the accelerating shift from print to digital reference works.

Topics covered will include changes to the publishing and commissioning of reference content, new models for purchase and distribution, and strategies for putting authoritative reference material in front of the students and researchers who need it.

In addition to presenting their own experiences, panel members will each present two or three big questions for discussion by the audience and the other panel members.

Allen McKiel (slides)

The session is an exploration of library operational adaptations to the changing technologies of information distribution and usage. The librarians will present glimpses of the changes occurring in their library operations as they transition to services without print. The cadence of change particularly with respect to e-books continues to accelerate. The moderator will summarize some of the technology changes of the last year and a panel of librarians will explore, through the evidence of their changing library operations, a range of topics including: trends in e-book ‘acquisition’ and usage; developments in open access publishing; changes in consortia; and the role of librarians in instruction and evolving peer review and publication processes. After initial presentations, the panel and moderator will encourage questions, comments, and discussion with attendees.

Caroline Mills (slides)

Ellen Daugman & Carol Cramer (slides)

A strongly perceived resistance to, even fear of, “forsaking” print resources exists in academic libraries. Research suggests that librarians frequently avoid major collection changes such as deselection or the switch from print to e-books because of assumed faculty opposition and the desire to avoid conflict. How can librarians face their fears and the fears and dismay of faculty as they see print collections shrink through deterioration and deselection and the growth of e-book collections? How do we identify, assess, and respond to resulting resistance? Participants in this session will have the opportunity to identify and acknowledge their own fears regarding the demise of print. Further, they will learn about strategies employed by institutions to identify and respond to these faculty fears resulting in the creation of a safe environment for strategic deselection and expansion of electronic collections. Finally, time will be reserved for questions and for the sharing of ideas, concerns, and support.

How do publishers and other content providers decide what to charge for their products? How are the various business models constructed, and how are price points determined? Do more generous licensing terms mean higher prices? Is pricing an art or a science or both? Join us for a lively lunch with two pricing experts who will share their contrasting perspectives. The speakers will leave ample time for discussion and audience participation, so bring your questions and examples to the pricing model corral.

Rick Burke directs the SCELC consortium, which has 231 library members and affiliates, and licenses nearly 3500 eresources from 123 vendors. He has observed a variety of business models, and with his staff has created a sophisticated business management system that integrates individual library data with vendor models to calculate pricing for consortium members.

October Ivins was working on an LIS dissertation “How do publishers price econtent?” when she left a PhD program to work for a publishing service provider. As a consultant, she has helped create pricing models and price points for Project MUSE, the University of Virginia’s Rotunda imprint, Duke University Press’s ebooks package, the Modern Language Association, and others.

Karen Wilhoit (slides)

“Beyond Demand-Driven: Incorporating Multiple Tools in a Consortial Collection Strategy”: For over 20 years, OhioLINK has been committed to sharing resources among member libraries. The emergence of e-books caused OhioLINK to re-evaluate its model for sharing access to resources: e-books purchased at an individual institution can’t typically be shared with other institutions. OhioLINK has purchased e-book collections directly from major publishers such as Springer and Oxford; however, that model does not fully meet our needs. Recognizing this, OhioLINK instituted a pilot project to acquire and share e-book content across the consortium. Incorporating multiple collecting strategies including e-book collections, e-book approval plans, and Demand-Driven Acquisitions (DDA) and using YBP as well as publisher and aggregator partners, the pilot processes can be integrated with collecting tools and strategies already in use across the state. We will outline the assumptions that underpin this project, the process of designing our model, challenges with implementation, and early results.

“Four Years of Unmediated Patron-Driven Acquisition and 5000 Ebooks Later: We Gave ‘Em What They Wanted”: As one of ebrary’s largest academic library DDA customers, the program at the University of Iowa Libraries has been highly successful, though not without challenges. This presentation will present detailed findings from analyzing Iowa’s demand-driven acquisition e-book usage data from over 5,000 titles purchased over four years, including examining subject areas, prices, publishers, and other relevant metrics. This presentation will serve as update to a popular session at Charleston in 2010 (Give ‘Em What They Want: Patron-Driven Collection Development), where Iowa presented data from a one-year pilot program. Now, with four years of experience under our belts, a lot more data, and over a half-million dollars spent from our coffers, Iowa will share what we have learned, gained, and changed as a result of our experiences.

Sadie Williams (slides)

Trey Shelton (slides)

In the past two years the locus of demand-driven or patron-driven acquisitions (PDA/DDA) has broadened beyond a single institution to include various academic library consortia. Facilitators from the Orbis Cascade Alliance, a 37-member early implementer (2011) of consortial DDA, and the 11-member State University Libraries Consortium in Florida, which is preparing to launch its own consortial program, will lead a discussion of the challenges and opportunities of shared PDA/DDA based on lessons learned. Special focus will be on the complexities of collection building among multiple institutions, planning for and evaluating success, and the role that vendor partners play in supporting consortial goals.

Some of the key issues and topics to be addressed by the panel include:

• Adding new content while controlling expenditures
• Assessment & program review
• Designing the shared plan; creating profiles/setting parameters
• Funding shared plans; sustainability of program
• Impact on collection development
• Publisher considerations
• Report generation for cost/usage/purchased titles
• Tech aspects & record management—review, de-duplication, delivery, removal

In spring 2013 the presenters developed a survey on academic library streaming video and distributed it broadly through various discussion and mailing lists.

This is the first large-scale and most comprehensive effort to date to collect data on streaming video funding, licensing, acquisition, and hosting in academic libraries. Its results will provide benchmark data for future explorations of this rapidly expanding approach to video in academic libraries.

Streaming video is becoming a common occurrence on many campuses today. Its fast growth is due in part to the steady growth of online classes and programs. Technology has also played a role in this growth as alternatives for ingesting and accessing content have expanded. Multiple options are now available including in-house approaches, cloud storage, and third party vendors.

This survey collected data on how academic institutions address the day-to-day operations related to streaming video as well as perceived directions for future action.

Survey questions addressed selection and acquisition of video in both hard copy and streaming formats, funding for acquisitions, current and planned hosting interfaces, cataloging and access, and current practice and policy on digitization of hard copy titles for streaming. This session reviews the instrument used, and provides a preliminary look at some of the key data collected.

The Council of University of Wisconsin Libraries (CUWL) provides a forum and structure for library information planning within the University of Wisconsin System. The Council represents UW libraries on 13 two-year campuses, 11 four-year campuses and two research campuses and engages in activities such as cooperative planning and purchasing, materials delivery, training, and more. The Council’s shared collection development budget has remained flat for a number of years and inflationary increases have forced cutbacks. That materialsbudget is administered by CUWL’s Collection Development Committee (CDC).

The CDC has created and maintained a shared electronic collection for almost 15 years. In order to continue collaborating, and expand resources the CDC is looking at alternative and innovative ways to increase flexibility and expand buying power in spite of years of flat budgets. As a part of that process CUWL and the CDC are reviewing: resource sharing patterns among libraries, purchasing habits across the system, traditional materials delivery services, overlap studies, the benefits and drawbacks of cooperative purchasing, bill back models for shared collections, budget realignment, and the group is taking a fresh look at how they do business. The presenters will share methods for system-wide data analysis, techniques for getting all functional areas involved in the collection and analysis of data, and they'll discuss how to leverage that data to make forward thinking decisions. The group is encouraged by how well received this work has been and by new opportunities for innovation and collaboration.

New technologies and processes are rapidly transforming reference content – the way it is commissioned and sold by publishers, edited by experts, acquired by librarians, and used by patrons. What are the implications of this transformation for you, and for how you allocate your budget?

A panel will provoke your thoughts and provide answers on these topics:

- How has reference commissioning and publishing changed, and what does it mean for me?
- How can I balance providing reference content that is the most trustworthy vs. the most current, without breaking my budget?
- What is the role of free reference content?
- What new models for buying reference content are becoming available to me?