文章摘要

胡振宁.图书馆联盟电子书PDA模式及关键问题分析[J].中国图书馆学报,2016,42(4):75~87
图书馆联盟电子书PDA模式及关键问题分析
Analysis on E-book PDA Models and Key Aspects in the Library Consortium Environment
投稿时间:2016-01-31  修订日期:2016-03-09
DOI:10.13530/j.cnki.jlis.160018
中文关键词: PDA  读者驱动采购  电子书  图书馆联盟
英文关键词: PDA  Patron-driven acquisition  Electronic book  Library consortium
基金项目:
作者单位E-mail
胡振宁 深圳大学图书馆 广东 深圳 518060。 huzn@szu.edu.cn 
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中文摘要:
      电子书因其灵活性特点,更易实现PDA的流程和管理。因此,电子书PDA备受国外图书馆联盟的关注,并在文献资源建设的实践中广泛应用。本文介绍国外图书馆联盟PDA的发展和研究情况,比较电子书PDA四种模式的不同特点。在分析Orbis Cascade联盟PDA案例的基础上,重点对联盟PDA的模式选择、副本管理、经费分配及使用、资源所有权、资源管理及发现五个关键问题进行分析。建议国内图书馆联盟在借鉴国外相关经验的基础上,尽快开展外文电子书PDA试点,在实践中探索解决五个关键问题,进而推动PDA的广泛应用,最终构建我国图书馆联盟的PDA模式。表3。参考文献44。
英文摘要:
Patron-Driven Acquisition (PDA)of e-books has been a focus of the foreign library consortia. Since 2010,through a variety of pilots and relevant studies,library consortia in North America have gradually developed various PDA models. During 2012-2013,JISC implemented the E-BASS25 program for PDA. In June 2014,NISO approved Demand Driven Acquisition of Monographs:A Recommended Practice of the NISO,a guideline for PDA practice in libraries and library consortia.
The JISC report lists four models of PDA: 1) PDA purchase;2) PDA rental;3) PDA usage;and 4) Evidence-based selection. These four models differ in bibliographical resource pools,purchasing processes,funds management and so on. Among them,PDA rental represents the essence of PDA and is most commonly used in library consortia. For example,as a result of PDA rental,the Orbis Cascade Alliance has greatly reduced its spending and improved the usage of e-books.
The paper suggests that five key aspects be considered in a library consortium PDA pilot: 1) PDA model selection. Three questions need to be answered. First,is the format of the library consortium - “loose” or “tight”? Second,is the goal of acquisition - “to own” or “to access”? Third,is there any specific fund available for PDA. 2) Duplication control. For PDA purchase,a library consortium may purchase duplicates with great discount,but duplicates are not shared in the consortium. For PDA rental and PDA usage,a library consortium purchases duplicates under the framework of e-resource license agreement,allowing sharing among member libraries. The multiplier model or the limited usage model has usually been used in PDA license agreement to control duplication. 3) Budget for PDA. Funding for library consortium PDA should be fair and reasonable. Major factors in consideration of the budget include the number of student FTE in a university library or active users in a public library,the acquisition budget and resource utilization in member libraries,among others. A library consortium should evaluate the expenditure of funds periodically,and make the adjustment if necessary.
4) Resource ownership. The ownership of resources is closely related to the PDA model,funding management and sales agreement. For PDA purchase,member libraries paying for the resources hold the ownership. For PDA usage,the focus is on resource usage rather than ownership. 5) Resource management and discovery. A library consortium needs to establish profiles for its member libraries,to apply new workflows to speed up de-duplication,and to adopt advanced cataloging methodology to improve the quality of union catalog. In the meantime,the library consortium should support further development of resource discovery system,and monitor users real-time behavior in e-book usage. These behavior records should be incorporated into the consortium PDA unified management platform.
The idea of PDA was introduced to China in 2011. There are numerous discussions about the best PDA cases abroad,but there has not been any PDA pilot launched in China. It is suggested to library consortia that a PDA pilot project of e-books in foreign languages be launched as soon as possible. The project will then expand to include e-books in Chinese through collaboration with e-book publishers in China. In the process,much attention should be paid to address key issues in Chinese library consortium PDA. The goal is to eventually develop a new pattern of library consortium PDA with Chinese characteristics. 3 tabs. 44 refs.
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