Friday, August 1, 2014

User takes control - Spring Term PDA Pilot

PDA Infograph
In Spring term I managed a Patron Driven Acquisition Pilot Project at my institution.

For those unfamiliar with PDA, PDA is an example of the ‘Just-in-time’ acquisitions model which is a reaction by the library to ensure the needs of the user are met, as opposed to the ‘Just-in-case’ acquisitions model which is the traditional way in which materials are selected by a Librarian or teacher in anticipation of the user’s needs.  (Hike Project Huddersfield ) We also wanted to use analytics to review user behaviour with respect to their use of eBooks and eventual use of those purchased via PDA. We thought that we if we decided to fully implement it this would have a positive impact on user satisfaction. In addition, was also  opportunity for us to promote eBooks.

The PDA pilot is part of our resources for courses strategy where purchasing focuses on the demands of all users within the context of learning and teaching. Using a model similar to Liverpool University we had already begun to implement Rebus Reading Lists and working closer with academics and students with respect to purchasing of resources for modules. So to create a fully developed model look into PDA, however but before formally implementing we decided to fully test from a user and acquisitions perspective, so that we could develop appropriate processes and practices.

We opted for quite a simple approach, rather than selecting titles for the pilot we gave users access to all of the ebook collection provided by one of our suppliers. A title was automatically purchased after 5 minutes of viewing, if the title was below £150 if it was over the title purchase would require our approval. The amount we allocated was small in comparison to those in the 2012 SCONUL study  and the money was predictably spent very quickly - in 3 weeks.

The pilot was seamless for librarians as once PDA was set-up no further intervention was required after configuration the pilot seemed to run smoothly and PDA was automatically de-activated once the limit had been met. Most to the titles chosen appeared to be appropriate. The administration was straightforward and it was a good public relations exercise for eBooks

The main challenges were on the acquisitions side there was a delay in the sending of some of the invoices and it was less automated than the usual eBook acquisition process as records had to manually downloaded and the order had to be entered from the beginning, which might be difficult to manage if there were a lot of purchases Some of the eBooks were earlier editions than those already in the University collection

The PDA usage stats will be reviewed after 6 months within the context of our existing eBook collection to examine and compare usage. It has been recommended that a PDA exercise be undertaken on annual basis to enable our “Resources for Courses” strategy but to trial with a different supplier and undertake the following:

Switch off access to old editions
Ask the supplier to assist with building a collection
Investigate automating the import of records

The PDA Infograph above provides an overview of the pilot stats.