From	DDA	to	EBA		
	
A	Five-year	Story	from	a	
Consor6um	Shared	E-Book	
Collec6on	Program	
	
	
2016	
Kristi DeShazo
Oregon Health & Science
University
Kathi Carlisle Fountain
Orbis Cascade Alliance
Jim Huenniger
Wiley
39	academic	libraries	in	ID,	OR,	&	WA	
•  7	community	colleges	
•  17	private	4-year	colleges	
•  14	public	4-year	colleges	(lg	&	sm)	
•  1	health	sciences	insFtuFon	
•  Total	FTE:	270,000	
•  Funded	by	membership	dues	
The	Orbis	Cascade	Alliance
E-books	@	the	Alliance	
Models	
Demand	Driven	Acq	(DDA)	-	Phases	1,	2,	3	
•  July	2011	-	present	
•  EBL	as	book	vendor	
•  YBP	as	profiler	
Subscrip<on	Package	-	Phases	2,	3	
•  September	2014	-	present	
•  Ebrary	Academic	Complete	
Evidence-based	Acq	(EBA)	-	Phase	3	
•  May	2016	–	present	
•  Wiley	
Budget	
•  FY	2012	-	$462K	
•  FY	2013	-	$750K	
•  FY	2014	-	$1M	
•  FY	2015	-	$1M	
•  FY	2016	-	$1M	
•  FY	2017	-	$1M
Key	Data	about	Alliance	E-books	
•  Most used publishers:
-  Wiley
-  Taylor and Francis
-  Cambridge University Press
-  Oxford University Press
-  University of California
Cost per Use: DDA in FY12-FY16
Year
Cost per
Owned Use
Cost per All
Uses
FY2012 $9.55 $4.93
FY2013 $5.13 $4.18
FY2014 $5.83 $4.64
FY2015 $2.31 $4.24
FY2016 $3.63 $4.31H, P, R, T
½ of all
DDA use
B, D, H,
K, L, T
Used by all
Key	Challenges	in	FY2015
• Short Term Loans • High Access Costs
Title Pool FluctuationFront List Embargoes
Back	to	the	beginning	-	project	goals	
●  Build a broadly useful collection
●  Diversify publisher list
●  Improve cost stability and predictability
●  Improve percentage of budget devoted to
purchase
●  Reduce barriers to access (e.g., DRM-free
content, ADA compliance, easy to use interface)
●  Minimize impact of fluctuating title pool
Image source: http://tinyurl.com/hpzz9jh
Review	
●  Rubric of 20 desired
facets / criteria
●  Proposals solicited from
publishers identified in
survey of consortia
●  Needed more feedback –
Open Call
Image source: http://tinyurl.com/jvczzfa
Tell	me	what	you	want	.	.	.		
●  Goals reminder
●  Assumptions or limitations of changes
●  What is EBA
●  Options
●  Discuss
Usage Based Collection Management (UBCM)
Model
Usage-Based Collection Management
An evidence-based acquisition approach,
without automatic purchase triggers
ü  Discoverability
ü  Affordability
ü  Stability
ü  Control
Patrons act,
You decide
Deposit an upfront fee for access to 19,000+ online books
across a diverse span of subject areas.
Access Wiley’s full Online Books catalogue including all
Frontfile books, for 12 month discovery/access period.
Users have access to DRM-free chapter downloads to keep/
save.
Unlimited concurrent user access, with 24/7 accessibility.
At the end of the discovery period, evaluate title level /
subject focused usage statistics to help guide the book
selections for purchase equal to the upfront fee.
Perpetual access rights to selected / “owned” titles.
How does it work?
Why is it Unique?
ü  Allows library to present larger set of titles for discovery
than would otherwise be possible.
ü  Subject-focused collections available to accommodate all
budget ranges.
ü  Searchable via discovery platforms, with MARC records
supplied to your institution’s library to make discoverability
even more efficient.
ü  Informs and empowers the Librarian’ title selection process.
ü  Librarians determine purchases based on patron activity.
No title is automatically triggered for purchase.
No Automatic
Triggers
Setting up UBCM for Success
Easy to navigate quarterly dashboard reporting
enables better usage contextualization
Monthly updates
Customized marketing
materials to help promote
your resources.
Why	Wiley?	
•  Low-risk for experiment
•  History of consistent use
•  Fixed cost
•  Lots of titles!
E-Book User Sessions by Publisher: Top 5 in
FY16	
EBL DDA	 ebrary's Academic Complete	
Publisher	 Total	 Publisher	 Total 	
Wiley	 75,869 	Wiley	 46,705 	
Taylor & Francis	 45,234 	Oxford UP	 28,270 	
Oxford UP	 18,761 	Taylor & Francis	 21,209 	
Cambridge UP	 15,824 	
U of California
Press	
19,469 	
U of California Press	 7,064 	
U of Minnesota
Press	
7,899 	
McFarland & Co. 	 3,452 	Cambridge UP	 7,579
Early	indicators	
January	 February	 March	 April	 May	 June	 July	 August	
Septembe
r	
October	 November	 December	
2015	 740	 850	 1196	 1965	 1122	 554	 618	 586	 843	 872	 1116	 756	
2016	 1270	 1175	 1143	 1521	 7999	 9373	 9654	 12184	 26674	
0	
5000	
10000	
15000	
20000	
25000	
30000	
Full	Text	Downloads	
Month	
Alliance	Usage	by	Month	by	Year	
•  Note: Metrics in this report reflect full text downloads from Wiley Online Library for UBCM Period To Date
Early	indicators	
January	 February	 March	 April	 May	 June	 July	 August	
Septembe
r	
October	 November	 December	
2015	 26	 30	 73	 115	 24	 48	 41	 60	 104	 61	 73	 26	
2016	 48	 44	 84	 32	 228	 226	 496	 432	 1135	
0	
200	
400	
600	
800	
1000	
1200	
Full	Text	Downloads	
Month	
OHSU	Usage	by	Month	by	Year	
Note: Metrics in this report reflect full text downloads from Wiley Online Library for UBCM Period To Date
Early	indicators	
0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000
Engineering
Life Sciences
Humanities
Chemistry
Math & Stat
Social Sciences
Health Sciences
Business
Veterinary Medicine
Popular Interest Physics
Alliance Total Full Text Downloads - UBCM Period -
By Subject Collection
What’s	next?	
●  Assessment
●  Title selection
Questions
and
Discussion

From DBA to EBA: A Five-year Story from a Consortium Shared E-Book Collection Program (2016)

  • 1.
    From DDA to EBA A Five-year Story from a Consor6um Shared E-Book Collec6on Program 2016 Kristi DeShazo Oregon Health& Science University Kathi Carlisle Fountain Orbis Cascade Alliance Jim Huenniger Wiley
  • 2.
    39 academic libraries in ID, OR, & WA •  7 community colleges •  17 private 4-year colleges • 14 public 4-year colleges (lg & sm) •  1 health sciences insFtuFon •  Total FTE: 270,000 •  Funded by membership dues The Orbis Cascade Alliance
  • 3.
    E-books @ the Alliance Models Demand Driven Acq (DDA) - Phases 1, 2, 3 •  July 2011 - present •  EBL as book vendor • YBP as profiler Subscrip<on Package - Phases 2, 3 •  September 2014 - present •  Ebrary Academic Complete Evidence-based Acq (EBA) - Phase 3 •  May 2016 – present •  Wiley Budget •  FY 2012 - $462K •  FY 2013 - $750K •  FY 2014 - $1M •  FY 2015 - $1M •  FY 2016 - $1M •  FY 2017 - $1M
  • 4.
    Key Data about Alliance E-books •  Most usedpublishers: -  Wiley -  Taylor and Francis -  Cambridge University Press -  Oxford University Press -  University of California Cost per Use: DDA in FY12-FY16 Year Cost per Owned Use Cost per All Uses FY2012 $9.55 $4.93 FY2013 $5.13 $4.18 FY2014 $5.83 $4.64 FY2015 $2.31 $4.24 FY2016 $3.63 $4.31H, P, R, T ½ of all DDA use B, D, H, K, L, T Used by all
  • 5.
    Key Challenges in FY2015 • Short Term Loans• High Access Costs Title Pool FluctuationFront List Embargoes
  • 6.
    Back to the beginning - project goals ●  Build abroadly useful collection ●  Diversify publisher list ●  Improve cost stability and predictability ●  Improve percentage of budget devoted to purchase ●  Reduce barriers to access (e.g., DRM-free content, ADA compliance, easy to use interface) ●  Minimize impact of fluctuating title pool Image source: http://tinyurl.com/hpzz9jh
  • 7.
    Review ●  Rubric of20 desired facets / criteria ●  Proposals solicited from publishers identified in survey of consortia ●  Needed more feedback – Open Call Image source: http://tinyurl.com/jvczzfa
  • 8.
    Tell me what you want . . . ●  Goals reminder ● Assumptions or limitations of changes ●  What is EBA ●  Options ●  Discuss
  • 9.
    Usage Based CollectionManagement (UBCM) Model
  • 10.
    Usage-Based Collection Management Anevidence-based acquisition approach, without automatic purchase triggers ü  Discoverability ü  Affordability ü  Stability ü  Control Patrons act, You decide
  • 11.
    Deposit an upfrontfee for access to 19,000+ online books across a diverse span of subject areas. Access Wiley’s full Online Books catalogue including all Frontfile books, for 12 month discovery/access period. Users have access to DRM-free chapter downloads to keep/ save. Unlimited concurrent user access, with 24/7 accessibility. At the end of the discovery period, evaluate title level / subject focused usage statistics to help guide the book selections for purchase equal to the upfront fee. Perpetual access rights to selected / “owned” titles. How does it work?
  • 12.
    Why is itUnique? ü  Allows library to present larger set of titles for discovery than would otherwise be possible. ü  Subject-focused collections available to accommodate all budget ranges. ü  Searchable via discovery platforms, with MARC records supplied to your institution’s library to make discoverability even more efficient. ü  Informs and empowers the Librarian’ title selection process. ü  Librarians determine purchases based on patron activity. No title is automatically triggered for purchase. No Automatic Triggers
  • 13.
    Setting up UBCMfor Success Easy to navigate quarterly dashboard reporting enables better usage contextualization Monthly updates Customized marketing materials to help promote your resources.
  • 14.
    Why Wiley? •  Low-risk forexperiment •  History of consistent use •  Fixed cost •  Lots of titles! E-Book User Sessions by Publisher: Top 5 in FY16 EBL DDA ebrary's Academic Complete Publisher Total Publisher Total Wiley 75,869 Wiley 46,705 Taylor & Francis 45,234 Oxford UP 28,270 Oxford UP 18,761 Taylor & Francis 21,209 Cambridge UP 15,824 U of California Press 19,469 U of California Press 7,064 U of Minnesota Press 7,899 McFarland & Co. 3,452 Cambridge UP 7,579
  • 15.
    Early indicators January February March April May June July August Septembe r October November December 2015 740 850 1196 1965 1122 554 618 586 843 872 1116 756 2016 1270 1175 1143 1521 7999 9373 9654 12184 26674 0 5000 10000 15000 20000 25000 30000 Full Text Downloads Month Alliance Usage by Month by Year •  Note: Metrics in this report reflect full text downloads from Wiley Online Library for UBCM Period To Date
  • 16.
    Early indicators January February March April May June July August Septembe r October November December 2015 26 30 73 115 24 48 41 60 104 61 73 26 2016 48 44 84 32 228 226 496 432 1135 0 200 400 600 800 1000 1200 Full Text Downloads Month OHSU Usage by Month by Year Note: Metrics in this report reflect full text downloads from Wiley Online Library for UBCM Period To Date
  • 17.
    Early indicators 0 2,000 4,0006,000 8,000 10,000 12,000 14,000 16,000 Engineering Life Sciences Humanities Chemistry Math & Stat Social Sciences Health Sciences Business Veterinary Medicine Popular Interest Physics Alliance Total Full Text Downloads - UBCM Period - By Subject Collection
  • 18.
  • 19.