32nd Annual Charleston Conference Issues in Book and Serial Acquisition
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Friday, November 9 • 12:45pm - 2:00pm
Ebb and Flow: A Selection to Access Workflow for Consortia PDA

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In the traditional workflow for delivering electronic resources to patrons, acquisitions have been the bridge between collection development and cataloging. However, new Patron Driven Acquisitions (PDA) purchasing models have reordered workflows and reemphasized communications. The sequence of activities differs since e-book discovery precedes purchasing activities. Workflow complexities are further exacerbated in a consortia environment. The University of Colorado (CU) system collaborated to implement a consortia PDA pilot with Coutts on the MyiLibrary platform in December 2011. This presentation provides an overview of the pilot program and describes the workflow used for shared selection, cataloging, purchasing, and assessment of e-books among five separate Libraries. The presenters provide details on the most salient issues encountered at each phase of the process, such as: selecting pilot subject areas; developing a consortium profile; establishing best-practices for MARC record editing and loading; troubleshooting duplicated e-book titles at individual libraries; resolving invoicing logistics; and designing assessment criteria. Attendees will gain increased understanding of potential issues and possible strategies for implementing a PDA program at their own institutions.


Mary Beth Chambers

Catalog Metadata Librarian, University of Colorado Colorado Springs
Mary Beth Chambers is the Catalog Metadata Librarian and an Associate Professor at the Kraemer Family Library at the University of Colorado Colorado Springs.  Her co-authored articles on the topic of full-text content in aggregator databases have appeared in Serials Review.

Yem Fong

Professor & Director, Scholarly Resource Development, University of Colorado Boulder Libraries

Yumin Jiang

Technical Services Librarian, University of Colorado Law School
Yumin Jiang has a Master of Science degree in Library and Information Science from the University of Illinois, Urbana-Champaign. Before attending library school, Yumin studied at the University of Wisconsin - Madison, and graduated with a Master’s degree in agricultural economics... Read More →
avatar for Denise Pan

Denise Pan

Associate Director, Technical Services, University of Colorado Denver
Since 2008 Denise Pan supports student, faculty, and staff success in the role of Associate Director of Technical Services for the Auraria Library. This tri-institutional academic library serves the University of Colorado Denver, Metropolitan State University of Denver, and... Read More →

Friday November 9, 2012 12:45pm - 2:00pm EST
Francis Marion Rutledge Room 387 King Street, Charleston, SC 29403