PDA CHECKLIST

OLA TENGSTAM MALM UNIVERSITY

PDA CHECKLIST
A summary of experiences made
from a ten months project with PDA
at three swedish university Libraries
Malm, Sdertrn and Uppsala
Malm and Uppsala 12 000 FTE
Sdertrn 8 500 FTE
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WHAT IS PDA?
Patron Driven Acquisition
PDA is a concept offered by e-book
aggregators
The Library exposes a huge number of
unowned e-books in their local catalogue
The Library doesnt pay anything to the
aggregator to import marc-records and
expose these e-books

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WHAT IS PDA?
Patrons can then browse these books
free for a period set by the
aggregator
After finished browsing period,
patrons can continue reading the book
A short term loan is then triggered for
a certain cost paid by the library.
Normally 10% of list price for 1 day
short term loan
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WHAT IS PDA?
After a set number of loans the book
is automatically purchased
At Malm we set up a limit of three
loans
The forth time a patron wants to
make a loan, the book is automatically
purchased
This means that the library only pays
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for books that actually are used

WHY PDA?
A project financed by the National
Swedish Library
Main focus: Create a basis of
knowledge that should be useful for
other libraries
Project started in February. Test
period May- September
Report published online in December

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BASIS OF KNOWLEDGE
Summarizing our experinces during the test
Gathering experiences from other University
libraries
Making a survey of what PDA models
aggregators offer
Aggregators for the test were chosen based
on this survey
Check list in the end of the report. Gathers
the most important aspects to consider before
starting working with PDA

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The Checklist consists of 11 main
categories of aspects to consider
before starting with PDA
The main categories are divided into
53 sub categories
Some examples from the checklist on
the following slides
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POSSIBLE PDA OBJECTIVES

Better collection
Better service
Replacing manual purchasing
Saving money
Think about what goals are important
to you where should your focus be?
Be aware of the fact that all these
goals probably cant be achieved at
the same time.
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PDA PROFILE
Subject Categories
Publishing Year
Language
Publishers
Classification
Readership level
Price Ceiling
Keywords (include/exlude)
Consider which limits your library wants to
set and which profile settings are particularly
important. Choose your distributor in
accordance with your requirements
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PDA FUNCTIONALITY
Browsing
Loans
Mediated function
Number of loans/person/day
Interface Layout
Consider which PDA model and which
PDA settings are particularly
important and choose your distributor
in accordance with your requirements
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COLLECTION
Readership level
Type of books
Publishers
Updates to collections
Check if the collection from the
distributor meets the librarys needs
and choose your distributor in
accordance with your requirements
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ACCESSIBILITY
Making the PDA e-books visible
local catalogue, discovery layer, union
catalogue?
SFX/linkserver
Do you want to activate your PDAbooks in your linkservers knowledge
base?

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MANAGING COLLECTIONS
Deduplication
Unique E-isbn:s
Managing purchased titles
Updates

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FINANCES
Budget
How much of its budget is the library
willing to commit to PDA? For
example, should it use a certain
percentage of the monograph budget?
Price model
What does the distributors price
model include? Are there any
additional charges, for instance a
platform charge?
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FINANCES
Experiences from Malm:
Budget for 150 000 SEK, outcome 48
000 SEK (circa 7000 $)
32 purchased books, 572 STL:s
36 mediated STL:s
1762 browsings
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FINANCES
Average purchase price 80 $.
Average STL price 8 $
All three libraries in the project set up
a higher budget than the outcome
Lesson learned: It is hard to predict
the outcome due to contextual
differences
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ORGANIZATION
Work flow
Competency development
Coordination
Assessment
Where the goals achieved?

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