Wednesday, April 10, 2013

#CILDC : Patron-Driven Acquisition (PDA): Workflow and Perceptions

Kelly Shipp - PDA of ebooks and digital resources 
They want to make their records discoverable.  Bring records into a cohesive system.
Need to track the purchases and keep relavent data.

- discover inside the catalogue
- in a system designed for serial records
- can the records be migrated?
- ebooks in Worldcat - the links may not go wit the record in Worldcat
- in EDS (an EBSCO system),the system works better for the patrons

-  need to diagram the workflow

Need to ensure that information is kept long term, so that in 10 years the organization knows what it can do with be PDA and even where it exists.
Need to understand the formats.
Cannot wait to collect and keep data.  Need to do so as those patron driven acquisitions are made.

How will the systems allow for the collections to be weeded?

Lori Snyder and Erin Crane - PDA Profile Optimization at Liberty Univeristy
Weeded the PDA profiles in order to position themselves for expansion.
Work with four years of ebrary use data to assess and predict use.  Using data and a pivot table, they created percentile ranks for each Librsry of Congress class.

The formula is not perfect, but does help to track how acquisitions are used after their initial purchase.  And what would be the best predictor of use?

Acquisitions and cataloguing
Normally prefer to search OCLC for the best record and add that to their catalogue.  Allows them to identify duplicate titles.
Because of the large number of titles being purchased, they used a batch load process.  Allowed for records to be available right away.  Records that were rejected have to be evaluated in order  I understand why.

Created categories of "PDA not yet owned" and "PDA owned".

What happens when a publisher removes a title that you are trying to acquire? Does the vendor provide reports of those titles that it has removed?  

Created codes to allow for tracking of funds being expended.  Is there an are that requires more funding?
They are not tracking how much each book costs or when it was actually purchased.

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