Post on 14-Jan-2016
Managing E-book Workflowsfrom Acquisition to the Catalogue
Catherine Davidson, Nancy Hall, Heather FraserVancouver, BC May 23, 2008
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Welcome.
Housekeeping
Session Structure
Speaker Introductions
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Collections: The context.
Driving forces behind York’s approach to e-book acquisitions
Moving from bundles to discrete titles
Paradox: ▲Collections, ▼Tech Services
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Collections: Driving force.
Our users – “more content”
Via LibQual and other surveys, focus groups etc.
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Collections: LibQual comments.
“The materials, especially the book stacks, are so far away from the entrance, which makes dropping by to pick one up such a chore. I enjoy the electronic books accessible through the catalogue, although sometimes they are unavailable due to some sort of glitch; “ Graduate student, Humanities
York's libraries should significantly expand the print and electronic collections to truly become a world-class research library.
Faculty , Social Sciences
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Collections: Identifying potential e-content.
Via 25 subject specialists, directly from faculty or from vendors
Request trial and pricing info
Evaluate (or not)
Decision or move to wishlist
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Collections: Our philosophy.
Experimental. Exploratory.
Platform-neutral. Content dictates selection.
Not a substitute for print but a supplement.
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Collections: E-book bundles – simple, straightforward.
Closed (i.e. no growth) bundled collections e.g. EEBO, ECCO
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Collections: E-book bundles – complex.
Closed bundled collections that require repeat maintenance – broken URLS etc
Growing bundled collections with MARC records available – manage adds, deletes
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Collections: E-book bundles – undesirable.
Bundles for which promised MARC records never materialised
But… there are opportunities for third-parties to help provide a solution
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Collections: Ideals and compromises.
Prefer ownership model
But… some disciplines actually better suited to lease model e.g. Safari, Books 24X7
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Collections: Evolving from E-book bundles to individual titles.
Recently reviewed and updated profiles; take advantage of ability to view e- alongside the p- in slip notifications
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Collections: Areas needing further attention.
Need for effective promotion and communication (equally applicable collections in e- and p-formats)
Need for assessment and analysis (quantitative and qualitative)
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Collections: Areas for further attention.
Need for accurate measurement and reporting (e.g. ARL, CARL)
Potential application for e-reserves and for adaptive equipment for users with disabilities.
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Collections: Library-vendor-publisher dialogue.
Flexibility to locally-load content on Scholars Portal ebrary e-book platform
MARC records that conform to standards must be part of the deal.
Content must be accessible e.g. for users with disabilities
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Collections: The equation.
From AUL perspective:
Return on investment……(as demonstrated by use) PLUSDiminishing human resources available
locally EQUALSStreamlined processes, minimal
intervention
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Collections: Dynamic but turbulent environment.
“[T]he e-book landscape continues to be not only dynamic but also turbulent.”
Mark R. Nelson, “E-Books in Higher Education: Nearing the End of the Era of Hype?” ECAR Research Bulletin, vol. 2008, issue 1 (January 8, 2008). Can also be found at: <http://connect.educause.edu/Library/EDUCAUSE+Review/EBooksinHigherEducationNe/46314>.
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Collections: Positioning and Competencies.
“[H]igher education must position itself to be ready to incorporate e-books effectively on campus, and develop the competencies to make such positioning possible.”
Nelson, p. 52.
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Acquisitions: Guiding Principles.
Expenditures: dedicated pot of funds to encourage selection –i.e. not eating into print funds
Mirror existing workflows for print whenever possible
Consider Scholars Portal ebrary platform
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Acquisitions: Models.
Subscription
Lease
User-select or pay-per-use
One-off, discrete titles
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Acquisitions: Subscription.
Large number of titles available
Discovery and access may be limited if no MARC records available
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Acquisitions: Lease.
Don’t own titles
High maintenance
Possible user frustration
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Acquisitions: User-select or pay-per-use.
Set of titles with option to own
Mediation required, could lead to some user frustration
Broader access to titles
Actual purchases deducted from deposit
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Acquisitions: Discrete titles.
Considerations:
Fees: set-up, hosting and access
Multiple vs single user
Catalogue records
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Acquisitions: Comparison of 3 providers of discrete titles.
Netlibrary ebrary EBL
Vendor YBP YBP Blackwell
Cost 55% hosting fee
Annual access fee
Annual access fee
User access
Varies SU and MU- varies by title
Non-linear lending
MARC records
OCLC YBP Blackwell
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Acquisitions: E-book mirrors print book workflow.
Advantages:
Rely on existing vendor profiles
E-books integrated into database
View e-book alongside p-book in notifications
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Acquisitions: E-book alongsideP-book in profiles.
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Acquisitions: Value-added features.
YBP previews
Links to OCLC
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Acquisitions: Value-added features.
Placing orders with vendors
YBP previews
Links to OCLC
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Acquisitions: Sneak peek to assist in purchase decision.
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Acquisitions: Link to OCLC number
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Acquisitions: Issues and next steps.
Speed and auto-notification of availability to retrieve
Collecting data e.g. price comparisons for print vs electronic – dispel misconceptions
Assessment – collaborative efforts such as ebrary’s offer to conduct institutional surveys
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Acquisitions: Issues and next steps.
E-reserves
Library Accessibility Services
E-books on demand – repurpose backlists
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Cataloguing: E-book Workflow – the York Environment.
Our LMS – SirsiDynix
Size of Library Database
E-Content – e-books, e-journals, e-video, e-audio, a & i and websites
E-Books sets
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Cataloguing: The York Approach.
Multiple records
Text-based call number: ELECTRONIC
Example
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Cataloguing: sample ebrary title formatted dump from the catalogue.
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Cataloguing: MARC Records Standards.
Full level records
MARC 21
AACR2
LC subject headings
Access points under authority control
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Cataloguing: Preferred Standards at York.
MARC records delivered with MARC-8 character coding
Appropriate notification if UTF-8 (Unicode) characters in records
Coded as language material
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Cataloguing: Leader indicating Language Material and Unicode Character Coding.
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Cataloging: Preferred Standards at York.
Unique vendor-provided identifier in each record
No cost records. Can be bare bones but should be structurally error-free
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Cataloguing: Staffing.
Current situation
Increasing workload
Future needs
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Cataloguing: Record Retrieval and Processing – Bundles and Discrete Titles.
Vendor sites checked on monthly basis for new or deleted content
Notification – prefer direct email via vendor to multiple contacts
Retrieval of records from vendor site – prefer via FTP or download directly from vendor website
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Cataloguing: Record Retrieval and Processing – Bundles and Discrete Titles.
Files stored locally
Record analysis – identify number and type of records etc
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Cataloguing: Record Analysis – Sample of Leader information from MARC analysis tool in MARC Report.
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Cataloguing: York Local Modifications to Records.
Additions
506 Access restriction506 ##|aAccess restricted to York
University faculty staff and students.710 (unique identifier)
710 2#|aNetLibrary – York University. 949 for loading
|aELECTRONIC|c1|rN|tE-BOOK|lINTERNET|mYORK|wTEXT
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Cataloguing: York Local Modifications to Records.
Deletions
650 #2 MESH subject headings650 #4 Source not specified650 #6 Répertoire de vedettes-matière653 Uncontrolled Index Term655 Genre/Form Index Term
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Cataloguing: Key Tools.
2 software packages
Ease of use and learning curve
MARC Report (www.marcofquality.com)
MARCEdit (http://oregonstate.edu/~reeset/marcedit/html/index.php)
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Cataloguing – Key Tools.
MARC Report (www.marcofquality.com)
Cost: includes updates and customized help
Used for the last three years
Slight learning curve
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Cataloguing – Key Tools.
MARC Report (www.marcofquality.com)
Excellent features include:
Z39.50 client
Data translation tools
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Cataloguing: Key Tools.
MARC Report (www.marcofquality.com)
Detailed analysis of content of MARC records
Identify required changes or problems
Split files or join files
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Cataloguing: Key Tools.
MARC Report (www.marcofquality.com)
Split files based on Leader, Fixed Field orVariable Field data
Sort records within files
Make complex global changes
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Cataloguing: Key Tools.
MARC Edit (http://oregonstate.edu/~reeset/marcedit/html/index.php)
FreeEasy to learnUsed at York for making actual changes to records and recompile the fileWe have used it to create MARC records from delimited data
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Cataloguing: Loading the Records.
Library Computing portion
Electronic resources database
Loading into library catalogue
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Cataloguing: Wishlist.
Better dialogue between content providers, vendors, publishers and libraries to provide excellent MARC records
Access to technical help
Clean files, no corrupt records
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Cataloguing: Wishlist.
Auto-notification when new records are available
New content clearly identified and clearly named on vendor servers and websites
More opportunities to work with more vendors in a MARC record advisory capacity
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Thank you.
Questions? Catherine Davidson Associate University Librarian, Collections cdavids@yorku.ca
Nancy Hall Manager, Monograph Acquisitions nhall@yorku.ca
Heather Fraser Head, Bibliographic Services hfraser@yorku.ca