PDA Questionnaire for Libraries
I am working with Terry Ehling and Kizer Walker  on a project to investigate the potential impact of libraries’ patron-driven acquisitions (PDA) plans on book publishers, and on university presses in particular. This questionnaire is part of that project.  Terry is Associate Director, Project Muse, at the Johns Hopkins University Press. Kizer is Director of Collection Development, Cornell University Library. The Principal Investigator for the project is Kathleen Keane, Director of the Johns Hopkins University Press. This project has been made possible with the generous support of the Andrew W. Mellon Foundation.   I am myself an independent management consultant who works primarily with digital publishing, with an emphasis on scholarly publishing.  Some more background on me is here:  http://j.mp/xkiBXv.

PDA is an evolving practice in the library world.  This questionnaire is designed to solicit information from librarians on PDA for books.  (An analogous questionnaire is being distributed to publishers.)  The PDA project is described at greater length at the Scholarly Kitchen: http://j.mp/qQdaDU.  In some cases I will ask to follow up with participants by phone or email for additional information.

The information we gather through this survey instrument will be shared with my co-investigators and their colleagues at Cornell and Johns Hopkins.  We will be analyzing the data and will report on it in the aggregate in our final report.

If you wish to discuss any aspect of this questionnaire or the project itself, my primary contact information is espositoj@gmail.com; (831) 425-1143.

Thank you for your help.   I look forward to hearing from you.

Joe Esposito

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1.  Please provide your name. *
2.  Please provide your title. *
3.  Please provide the name of your institution. *
4.  Your email address? *
5.  Your phone number?
(Optional)
6.  Do you already have a PDA program in place?  If so, how long has the program existed? *
7.  If you do not have a PDA program in place, are you planning to add one? *
8. What was your total budget for library collections in the last full year?  What portion went to print books and what portion went to ebooks (including aggregations and PDA)?
9.  If you have a PDA, program how much of your total book budget (print snd digital) went to PDA last year?
10.  Is your current or planned PDA program for print, for ebooks, or for both?
11.  How do you determine which titles are eligible for PDA and which are outside the library's proper purview?
You may write as much as you like.
12.  Have you consulted with faculty on the creation and implementation of a PDA program?
You may write as much as you wish.
13. List all vendors you work with for PDA (or plan to work with).
14.  Do you have any direct relationships with publishers for PDA?  If so, which ones?
15.  What is the source of your OPAC metadata for PDA?  Do you handle this metadata differently from other metadata?
16.  Do you purchase titles from one entity for PDA and then order them from another? For example, do you purchase titles from Ebrary, but place the order with YBP?
17.  Are there any vendor programs for PDA that you particularly like (and why)?
18.  Do you believe you will increase or decrease the amount of money you spend on PDA over the next 3-5 years?
19.  Are you confident that a title in your PDA program (if you have one) will be commercially available when the time comes to order it?  If not, how can a publisher make you comfortable with this?
20.  Have you considered allowing patrons to order books through your OPAC on their own account?  For example, if a title is not in your collection or available through PDA, would you enable patrons to buy it for themselves.
Speculation is invited on this topic!
21.  What should university presses know about PDA?  How can they assist you with your program?
22.  Please let me know what questions I should have asked.  Also, any comments on PDA, its practice and prospects, will be appreciated.
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