Research Article
Thank You for Your
Suggestion! Analyzing Patron Purchase Requests at the University of Alberta
Library
Melissa
Ramsey
Youth
Services Research & Assessment Librarian
Edmonton
Public Library
Edmonton,
Alberta, Canada
Email: melissa.ramsey@epl.ca
Sarah
Chomyc
Collection
Strategies Librarian
University
of Alberta Library
Edmonton,
Alberta, Canada
Email:
sarah.chomyc@ualberta.ca
Received: 18 Nov. 2024 Accepted: 12 Feb. 2025
2025 Ramsey and Chomyc. This is an Open
Access article distributed under the terms of the Creative Commons‐Attribution‐Noncommercial‐Share Alike License 4.0
International (http://creativecommons.org/licenses/by-nc-sa/4.0/),
which permits unrestricted use, distribution, and reproduction in any medium,
provided the original work is properly attributed, not used for commercial
purposes, and, if transformed, the resulting work is redistributed under the
same or similar license to this one.
DOI: 10.18438/eblip30675
Objectives
– To understand how many of the user recommendations
for new library acquisitions come from high-volume requesters, whether requests
are submitted for a person’s own use or on behalf of someone else, and to
develop understanding of the reasons given for acquisition requests.
Additionally, this work sought to understand approaches to “suggest a purchase”
forms at comparator institutions. This understanding would support a review of
the University of Alberta Library’s approach to soliciting patron purchase
requests, including a review of the form used by patrons to submit these
requests.
Methods – User
recommendations for new library acquisitions at the University of Alberta are
received through a “suggest a purchase” form. These form submissions populate a
centralized request database, and this database was used to create a dataset of
requests for review. A total of 4,681 requests received between April 1, 2021,
to March 31, 2024, for non-subscription materials were reviewed in detail.
Results
– This analysis found that 17% of the requests were
submitted by 8 individuals who submitted over 50 requests each, with a further
11% submitted by 15 individuals who submitted between 26-50 requests. While
half of all requests were submitted by those who indicated that the item was
for their own use, high-volume requesters were more likely than low-volume requesters
to submit a request on behalf of someone else. The reason provided in about one
third of the requests was categorized as “collection development”, meaning that
the user suggested that the material would be beneficial to the collection but
did not indicate that they themselves would use it. In reviewing “suggest a
purchase” forms from comparator institutions, there was a lack of consensus
around requested information or intended audience for this service.
Conclusion – As 28% of the requests received at the University of Alberta during
this three-year timeframe came from 23 individuals, this work demonstrates that
the library’s “suggest a purchase” program does not have broad engagement
relative to the size of the library’s community. The wide variety of academic
library approaches to submission forms suggests that there is not a clear
purpose or approach to receiving these requests. Providing this service
requires a significant investment in staff time, yet without a clear purpose
and limited user engagement it is unlikely that this service is fulfilling its
potential and may instead be detracting from institutional diversity, equity,
and inclusion goals. However, considering the large proportion of collection
development requests, and the fact that high-volume requesters submit forms on
behalf of others, this service could be explored as a means of community
engagement and collection diversification. At the University of Alberta
Library, this analysis supported the implementation of a program called “Broaden
Our Bookshelf” as well as changes to the suggestion form to create a more
welcoming user experience that would also enhance departmental understanding of
user needs and future assessment of the service.
Many
academic libraries accept purchase suggestions from library users, typically by
submitting a suggestion through a form located on the library’s website. While
the visibility and promotion of these “suggest a purchase” forms vary
considerably, enabling users to request materials acknowledges that there may
be gaps in collection holdings, or in the discovery of collection holdings,
that can be addressed by encouraging library users to ask for needed materials.
The intended audience for this service, and the information requested, varies
across institutions. Some academic libraries limit requests to current faculty
and graduate students, while others accept suggestions from anyone affiliated
with the university including undergraduate students or staff. There is also
variability in what recommendations are accepted as some institutions only
permit suggestions for items that would enhance research activities, while
others enable patrons to ask for materials that would support their learning
such as supplemental course materials for undergraduate students.
This
service is intended to ensure that limited acquisitions budgets are spent
wisely on needed materials (Ramsey, 2023), and also
provides a way for users to participate in collection development. In theory,
participatory collection development could provide users the opportunity to
suggest diverse and underrepresented materials; however, the literature that
explores this service and its link to diversity initiatives and user
engagement, while limited, suggests that this opportunity is unlikely to be
realized (Blume, 2019; Morales et al., 2014). As the University of Alberta
Library works towards diversity, equity, and inclusion efforts - particularly
within the Collection Strategies Unit - an assessment of engagement with this
service and an analysis of the information received through the form was
completed.
User
involvement in academic library collection development has increased, most
notably through the introduction of demand-driven acquisition (DDA) methods
(sometimes referred to as patron-driven acquisition). In this method of
acquisition, agreements have been made with vendors to include records in the
library’s catalogue for materials – typically electronic books (ebooks), but sometimes print (Tench,
2019) - that the library does not yet own, but can be purchased and made
available to users when access is requested. Generally, DDA occurs seamlessly
and without the user being aware that the library does not own the material.
Some libraries have also implemented interlibrary loan (ILL) DDA plans,
choosing to purchase some materials requested through ILL instead of borrowing
(Anderson et al., 2002; Zopfi-Jordan, 2008).
Contrastingly,
the acquisition process for the requests submitted through suggest a purchase forms are more visible to users and reflect
an intentional purchase request. Users must seek out a suggestion form, choose
to fill it out, and then submit the request to the library (rather than simply
click a catalogue link). These submissions also reflect a wider breadth of
requests as the form enables users to ask for materials without being limited
to certain formats or publishing sources - in other words, without being
limited by the material’s inclusion in the pool of requestable materials.
Regardless
of the implementation, the motivation behind any DDA plan or purchases based on
user requests is one of “just in time” rather than “just in case” acquisition
(Blume, 2019) by engaging with users as part of the acquisitions process.
Assessment of traditional librarian-selected materials acquisition - the “just
in case” acquisition - suggests that a large portion of purchased items never
circulate and that a small part of the collection represents a large portion of
the circulation (Ramsey, 2023). While circulation does not adequately capture
in-house use of library materials, as library budgets are finite there is both
the concern and the motivation to purchase materials that patrons want and to
provide these resources as needed and “just in time”. Both DDA and patron
suggestion forms mitigate concerns over collection use by inviting user
participation in collection development activities, with the intention of increasing
the portion of the collection used. Additionally, users report a high level of
satisfaction with suggest a purchase services, and providing this service can
create a favourable impression of the library (Reynolds et al., 2010).
Assessment
of acquisitions purchased as a result of
patron input through its impact on circulation and citation generation has
shown it to be an effective and positive method of acquisition (Tyler &
Boudreau, 2024; Tyler et al., 2019), but DDA is not without criticism. Concerns
have been raised whether “super users” - meaning those who submit significantly
more requests than those of the average user - absorb large portions of the
budget allocated to DDA (Blume, 2019), or whether such users could manipulate
these programs to build personal collections through the library’s budget
(Tyler et al., 2014). There is also the concern whether this type of program
could contribute to collection imbalance (Price & McDonald, 2009) as the
impact of “super users” in specific subject areas may result in acquisitions
imbalance, meaning that the acquisitions budget is then used for high request
subject areas, which may be different from areas of high use.
Given
the potential for “super users” and the resulting imbalance in acquisitions
purchased as a result of patron input, as well as its related impact on the
balance of staff time across subject areas and user groups within the Library
community, there is a need to consider whether soliciting suggestions supports
or hinders diversity efforts in academic libraries (Blume, 2019; Costello,
2017). As Morales et al. write, acquisition decisions “have profound impacts on
who and what is represented in the scholarly and cultural record” (p. 445,
2014). While it is the responsibility of collections librarians to ensure
diverse and inclusive collections (Blume, 2019), it has also been suggested
that these forms enable users to recommend resources from diverse or
less-prominent publishers and creators. However, these forms require users to
both locate the form and identify a specific item or material that they feel is
lacking from the library collection; in other words, users are expected to
independently find and assess what they need before submitting a suggestion,
and to feel comfortable asking the library to make purchases on their behalf.
As concerns about a lack of diversity in the publishing industry and in
librarianship itself have already been acknowledged (Ramsey, 2023), the
expectation that library users will be able to find and assess diverse materials,
and therefore use this service to work towards broadening and diversifying
academic library collections, is hopeful at best.
Assessment
of requests submitted at the University of Colorado Boulder Library through their suggest a purchase program indicated that few
users make use of this service, yet the information is valuable to collection
development activities and could be more helpful if usage increased (Ibacache, 2020). Also, the abundance of suggest a purchase
services at academic libraries implies that collections librarians desire to
engage with the university community in collection development activities to
provide materials that their users both want and need. However, as this service
is often implemented as a passive service rather than a proactive way of
engaging the library community, its ability to provide insight into the needs
of the user community is limited. This passive way of soliciting user
engagement also means that this service best supports users who are either
already engaged with the library, who have an awareness of this program, who
are willing and able to seek out these forms and submit requests, and those who
feel comfortable asking the library to purchase materials (particularly,
materials which meet their own individual information needs).
This
analysis is enhanced as the user requests submitted through this service are
format-agnostic; they are not limited by the library’s ability to purchase or
the user’s catalogue discovery skills. This is an important distinction from
the current literature, which has focused on ebook
DDA plans that create limited availability due to vendor and library
agreements. This distinction allows us the opportunity to examine the
characteristics of both the requests received by an academic library and the
requesters submitting them, to further explore whether this program could be
used to support ongoing collection diversification efforts, and to develop
broader understanding of what users both want and need. By examining these
characteristics and the reasons for the requests, a deeper understanding of the
impact of the program and the level of user engagement (or lack thereof) can be
identified. As all suggestions are welcome, challenges in the publishing
industry which limit the diversity of ebook DDA plans
could, theoretically, be mitigated through this program.
The
University of Alberta is a large, research-intensive university located in
Edmonton, Alberta with over 40,000 graduate and undergraduate students across a
wide spectrum and depth of subject areas including engineering, medical and
education programs, and a diverse Faculty of Arts. The University has six
libraries for which new materials are purchased (four at the main North Campus,
one at Campus Saint-Jean, and one at Augustana Campus in Camrose, Alberta), and
one location which serves as a storage facility for older or low circulation
materials as well as some donations. The four North Campus libraries generally
hold subject-specific materials (Cameron, Science and Engineering Library;
Geoffrey and Robin Sperber, Health Sciences Library; Rutherford, Humanities,
Social Sciences, and Education Library; and Weir, Law Library). The Augustana
Campus Library and Bibliothèque Saint-Jean have
material from all subject areas yet reflect the unique needs of their campus,
such as a focus on French-language materials at Bibliothèque
Saint-Jean. The University employs over 11,000 people (University of Alberta,
2025), and the library’s employees typically include approximately 10
individuals in the Collection Strategies Unit as well as 25 faculty engagement
librarians.
At
the University of Alberta, all acquisitions requests are sent to a centralized
Collection Strategies Unit (CSU). This centralized unit has been in place since
2016, and all requests that align with the collection mandate - which are the
majority of the requests - are filled if it is possible to do so. However,
relative to the total collections budget of $20.6 million CAD (2023-2024 budget
year), the amount spent on acquisitions purchased through the library’s suggest
a purchase program is small. All requests are added to a database that includes
purchase requests received directly from staff, students, alumni, and faculty,
building a comprehensive data source for all patron purchase requests received
at the institution. This contrasts with many academic libraries, where requests
for library acquisitions can also be directed to subject-specific liaison
librarians who manage small collections budgets that they can use to fulfill
these requests.
The
purchase requests examined in this analysis were submitted through one of two
forms: one for the general University population and one specific to library
staff. These forms have largely remained consistent since their inception and
include fields for information about the item, e.g. author, title, publication
year, and publisher, as well as the reason for the request. The public-facing
form for the general University population also asks for the requester’s
college or faculty, which is used to determine the home location for the
requested item, while the staff form specifically asks for the desired location
for the requested item. All requests, regardless of which form was used for
submission, are tracked within a central database, allowing for a comprehensive
analysis of these requests.
The
public-facing form requires users to login before requesting an item as
requests are limited to active staff, students, alumni, and faculty. While this
form is linked on the library’s website under Library Services, the link is not
provided on the homepage, which may have reduced its visibility. Many users
become aware of this form via interactions with the library’s staff, though our
perception is that University-wide awareness of this service is low.
After
this analysis was completed, the form specific to library staff was removed as
part of a general streamlining of acquisitions procedures. Previously, the
staff form was available on the library’s staff intranet, and all library staff
were made aware of this form when they were hired as part of their orientation.
Staff could submit requests for materials for their own use or for any
perceived gaps they noticed as part of their regular work. Staff could also
submit requests on behalf of library patrons, which often results from patron
interactions or via other internal library processes. Since CSU’s creation in
2016, the staff suggestion form was the main way that subject librarians -
known at the institution as faculty engagement librarians - submit acquisition
requests. While this staff-specific form has been removed, staff are still
encouraged to submit purchase suggestions to CSU through the remaining form.
Concerns
about “super users” and the resulting potential for imbalance (Ibacache, 2020; Blume, 2019) prompted a review of the
suggest a purchase service at the University of Alberta. As in Ibacache (2020), the phenomenon of high-volume requesters
has been noted, but not quantified. Also, the low number of requesters compared
to the size of the university community, and the resulting likelihood of an
uneven distribution of requests across subject areas, prompted a desire to
further assess the impact of this service in light of the library’s move
towards developing diversity, equity, and inclusion goals and the Collection
Strategies Unit’s development of departmental goals in support of library-wide
strategic initiatives. Anticipating changes to the University of Alberta’s
suggestion submission form that would come out of this analysis, the
implementation of this service at other academic libraries was also explored.
Specifically,
this work sought to address the following questions:
1.
What portion of the requests are
submitted by high-volume requesters?
2.
Do users submit requests for their own
use, or on behalf of someone else?
3.
Why do users submit purchase requests?
4.
What can we learn from the
implementation of similar services at other academic libraries?
One
of the stated aims of this project was to learn from the implementation of
similar services at other institutions, particularly as the existing literature
does not discuss how best to implement this service or what information to
request when soliciting user purchase suggestions. While differences in
implementation are expected due to differences in collection development
policies as well as the specific contexts and constraints of each institution,
exploring implementation at comparator institutions could provide ideas for modifications
to the form at the University of Alberta as well as develop a more nuanced
understanding about the purpose of this service.
This
environmental scan focused on all graduate degree granting institutions that
were full members of COPPUL (Council of Prairie and Pacific University
Libraries), as determined by their inclusion on the COPPUL website in July
2024. This cohort of 18 university libraries was chosen as a comparative peer
group as they reflect similar contexts as at the University of Alberta. For
this review, the University of Alberta Library is included as one of the 18
libraries examined.
Of
the 18 institutions, five did not have a purchase request form available, and
only two of these five indicated that requests should or could be submitted
through subject liaison librarians. Of the remaining 13, four provided access
to the suggestion form on the library’s homepage, two were not linked on the
homepage but were easy to find, and seven were found by searching the library’s
website or frequently asked questions. Two forms required a requester to sign
in before accessing the form, and of the 12 forms that were available for
review, only five directly asked questions that related to the purpose or
rationale behind the request. While some others mentioned an evaluation of the
request by subject liaison librarians or included form fields such as “notes”
or “comments,” they did not expressly ask why the material was being requested.
All but one of the 13 forms were open to suggestions from faculty, while the
one remaining form stated that faculty requests were to go directly to liaison
librarians. Eleven forms were open to students, ten to staff, and six listed
additional categories such as alumni, postdoctoral fellows, or other.
This
analysis focused on the characteristics of patron purchase requests received at
the University of Alberta Library for non-subscription collection items such as
books, DVDs, sheet music, and perpetual license ebooks.
Specifically, this analysis sought to understand requester characteristics and
behaviour including the number of unique requesters, the purpose for requests,
whether requests were submitted by the intended recipient or for someone else,
as well as the distribution of requests.
As
requests are received by the Collection Strategies Unit, a request-tracking
database is auto-populated with the information contained in the form. This
comprehensive dataset includes requests that would not be considered true
patron purchase requests such as replacements for lost or damaged items or for
subscription-based resources such as journal or database subscriptions; these
requests were removed from the dataset prior to analysis. Additionally, as the
library’s Textbook Initiative program seeks to make available course materials
through analysis of the Bookstore’s adopted title list - rather than through
requests received directly from instructors - any records relating to the
Textbook Initiative program were also removed from the dataset. Further review of
the dataset revealed some requests that had resulted from internal CSU
department workflows that were not true user requests, and these requests were
also removed from the dataset.
Data
was available from 2015 onwards. However, COVID-19 had a significant impact on
library and university-wide operations including periods where access to print
library resources, and the library’s ability to acquire and process print
library resources, was significantly reduced. Acknowledging that this, along
with moves between in-person and online course delivery, may have significantly
impacted the volume of requests received, we first analyzed the timestamps of
requests. As this analysis was intended to inform changes to our current
process, we sought to determine whether the pre-pandemic distribution and
volume of requests received was similar to more recent experience as this would
impact our decision to include or exclude these requests from our dataset. This
analysis showed that requests received pre-2020 had considerable variability in
seasonality, with noticeable peaks in September, November, and January,
coinciding with busy academic periods in the fall and winter terms. While
pre-2020 years were somewhat similar, the 2020-2021 academic year - which was
the only year held fully online due to the COVID-19 pandemic, and which had
limited in-person library services - revealed significantly different behaviour
while still maintaining an initial peak at the start of each of the fall and
winter terms. The graph below in Figure 1 visualizes the year-over-year monthly
counts of requests received.
Figure 1
Count of request timestamps
by month and year.
There was a
greater consistency in request distribution during the three academic years
following 2020-2021. As such, we further limited the dataset to these three
years, spanning 2021-2024. While the start of each of the fall and winter terms
was correlated with an increase in the number of requests received, the
month-to-month variance was significantly reduced, as was the overall number of
requests received. This timeframe reflects three fiscal years, which runs from
April to March, as well as ensures that the busiest part of the academic year
for requests - fall and winter terms - can be analyzed together.
After removing
out-of-scope records from the dataset as described above, there remained 4,681
requests. For each of these requests, the information received was reviewed in
full, including whether the requester had asked to be notified about the
outcome of the request, the rationale for purchase, any associated course
information, as well as additional notes and documentation provided by CSU
staff as part of their review of the request. Each individual requester was
assigned a unique identifier, and based on the reviewed information, each
request was coded as either submitting a request for themselves or on behalf of
someone else and a generalized rationale as described below.
After
reviewing the information provided by requesters for broad themes, all requests
were coded with one of the following reasons behind the request. As some
requests could fit into multiple categories (such as an instructor who
indicated that the material would be both for course materials and for their
own research), requests were coded following the hierarchy below:
·
Course Materials: used when the
rationale, course reserve, or course name fields indicated that the material
would be used as required or supplemental course materials for a specific
course.
·
For own work: used when the reason given
indicated that the material requested would be used for an individual’s own
work including research, teaching support (such as course development,
potential course materials, etc.), candidacy exam materials, performance
pieces, materials that had been requested to support paper or thesis
composition, requests that were submitted by ILL and did not indicate course
materials, and so on. This coding was used regardless of whether the request
was submitted “for own use” or “on behalf of someone else”.
·
Collection Development - non-Collection
Strategies Unit (CSU): used when the rationale did not indicate personal or
course use but did indicate that the requester felt the material would be
beneficial to the Library or to the University of Alberta community. This
category included materials requested because they were written by
University-affiliated authors, as well as materials that patrons suggested
would fill perceived gaps in the collection.
·
Not specified: used when the request did
not meet any of the above criteria. This included rationale fields which
contained only a book description or book review, or otherwise did not provide
enough information to determine the reason for the user’s suggestion.
All
requests were coded as either “for own use”, “on behalf of someone else”, or
“other.” “For own use” was used when the requester intended to use it for their
own work or as part of course materials for a course they taught, while “on
behalf of someone else” was used if it was clear that the request was submitted
for someone else’s work. This information was sometimes noted in the rationale
or was implied by comparing the notify versus submitter email addresses.
“Other” was used if it was unclear who the request was for, or if it was
clearly indicated as a collection development request (meaning that the user
felt the library collection should include it) rather than for immediate
personal or course materials use.
Of
the 4,681 requests analyzed, shown in Figure 2, 48% (n=2,234) were submitted by
the requester for materials intended for their own use. A further 23% (n=1,064)
were clearly indicated as requests submitted on behalf of someone else, while
29% (n=1,383) had no clear indication of the relationship between the requester
and the intended user.
Figure 2
Requester
information.
Over
the three-year period analyzed, requests were received from 1,054 unique
requesters including students, faculty, individual staff requests (including
librarians), and requests from library staff as part of departmental workflows
outside of the collections department. Of these unique requesters, 911
submitted five or less requests, with 583 requesters submitting only one
request over the entire three-year period.
The
911 requesters who submitted five or less requests represented 32% (n=1,497) of
the 4,681 requests (Figure 3). Workflows from four non-CSU library departments
which generated patron purchase suggestions represented another 14% (n=646).
These internal library workflows include, for example, InterLibrary
Loan requests that resulted in a purchase by CSU, rather than the ILL requests
being completed. Additionally, 115 requesters who submitted 65-25 requests
represented 26% (n=1,197), and 15 requesters who submitted 26-50 requests
represented another 11% (n=525). The remaining 17% (n=816) of requests were
submitted by 8 individual requesters.
Figure 3
Frequency
of requests.
In
analyzing the relationship between the frequency of requests and the submitter,
24% (n=316) of the 1,341 requests submitted by high-volume requesting
individuals - meaning those who submitted 26 or more requests during this
timeframe - were submitted on behalf of someone else, while only 2% (n=37) of
the 1,497 individuals who submitted less than 5 requests were submitted on
behalf of someone else. While not all high-volume requesters are librarians,
these submissions on behalf of someone else do include many coming from
librarians resulting from their approach to user consultations and faculty
engagement.
Of
the 4,681 requests analyzed, 35% (n=1,654) were for course materials, 34%
(n=1,607) were requested for an individual’s own work, 24% (n=1,105) were
suggested for collection development, and the remaining 7% (n=315) did not have
a clear rationale for purchase, despite the form indicating that this information
was required as part of the request submission (Figure 4). Overall, of the
requests submitted for own work or for course materials, 68% (n=2,217) were
submitted by the individuals themselves, not on behalf of someone else.
Figure 4
Number
of requests received by rationale.
Further
analysis of the rationale in relation to the requester’s frequency of
submissions revealed that, of the 1,341 requests made by the 23 individuals who
submitted 26 or more requests, 39% (n=522) were for their own work, 29% (n=386)
were non-CSU collection development, 27% (n=368) were for course materials, and
for the remaining 5% (n=65), the rationale was not specified. Similarly, of the
1,497 requests submitted by those who placed 5 or less requests over the
three-year period, 32% (n=480) were for their own work, 31% (n=469) were for
course materials, and 28% (n=423) were collection development suggestions.
Additionally, low-volume requesters were much more likely to submit a request
for their own use, with 96% (n=912) of the 949 requests for course materials
and materials for own work submitted by the requester themselves.
This
analysis demonstrates that concerns over the rate of user participation and the
disproportionate impact of super users (Ibacache,
2020; Blume, 2019) for suggest a purchase services is justified. While the 28%
of suggestions submitted by 23 individuals over the three-year period includes
requests submitted by proxy, this low number of requesters demonstrates that
this program does not have a breadth or diversity of participation across the
university community. While it should be acknowledged that collection needs
vary significantly between subject areas (particularly for undergraduates) and
that some subject areas may be less likely to submit requests due to higher
levels of satisfaction with the existing collection, this low number of
individuals means that this uneven participation exists even after accounting
for uneven user needs.
Interestingly,
requests from low-volume requesters were nearly always requests for materials
for their own use, while a quarter of high-volume requesters submitted
suggestions on behalf of someone else. While not all high-volume requestors are
library staff, this is reflective of the practice of some librarians who submit
requests on behalf of others as part of their consultations or engagement work
with faculty or students. Given the low number of super requesters compared to
the number of faculty engagement librarians and recognizing that not all super
requesters are library staff, this finding also implies that the phenomenon of
super users exists among both librarians and library users and that not all
librarians engage with users by submitting requests on their behalf.
This
analysis also demonstrates that the distribution of the reasons for the
requests are similar for both low and high-volume requests, as in either case
nearly two-thirds of requests were received for own work or course materials,
and nearly one third for collection development. This finding demonstrates
that, while underused, this is a program which currently provides a way for
collection development staff to support engaged library users within the
community and that some super requesters are actively engaged with library
users in collection development activities, as evidenced by the high rate of
requests submitted by super requesters on behalf of others. As well, both high
and low volume requesters similarly submit collection development requests, suggesting
that both high and low volume requesters are motivated to participate in
collection development. And as Ibacache (2020)
suggested, the information collected through this service could be a useful
indicator of collection needs if participation increased.
While
the acquisitions expenditures for this program is low at the University of
Alberta relative to the total collections budget, providing this service
requires the approximate equivalent of one full-time staff role within the unit
as well as additional staff hours across other units for cataloging, processing
holds, and shelving these acquisitions. And as many libraries across academia -
the University of Alberta included - are also under increased budgetary
pressures due to both finite or reduced collections budgets and rapidly rising ebook costs (Buck & Hills, 2017), as well as a need to
demonstrate and quantify their positive impact on their respective
institutions, assessment of these services must also be established to
understand the impact that these services have on their user communities. As
the presence of super users indicates, this service may be contributing to
imbalances in the use of staff time, and as a result a significant amount of
staff time may be spent supporting a very small number of users rather than
supporting the community more broadly. This finding is particularly concerning
as academic libraries become increasingly aware of the need to diversify
collections and to support diverse users (Morales et al., 2014), all within this
context of limited resources under increasing pressure. If this staff
resource-intensive program supports a small number of super users rather than
diversity and inclusion strategies, underrepresented voices, or the community
more broadly, it should be re-examined to determine how to best align the
program with the library - and the institution’s - strategic goals and
priorities.
Investigation
into suggest a purchase forms at Canadian academic libraries indicates that
there is a wide variety in use, with the only clear consensus being that
requests from faculty are largely encouraged. While this may be an indicator of
differences between collection development approaches and policies even among a
narrowed group of graduate degree-granting Canadian institutions, it also
indicates that there is a lack of accepted best practice around soliciting
acquisition suggestions from the university community. Additionally, while such
programs have been broadly implemented as demonstrated by the high portion of
the reviewed libraries that have suggestion forms available, the differences in
intended users and accessibility of the forms - as well as the differences in
information sought as part of the request - show that there is no clear
consensus as to the intended purpose of these programs beyond providing a
service to the library community. In particular, the lack of forms that ask why
users are requesting these materials shows that many libraries have not
implemented this service in ways that enable them to develop deeper
understanding of user needs beyond a subject-level analysis of received
requests.
The
difficulty of finding and accessing the associated forms at many of the
comparator institutions also implies that such services are not currently
viewed as a way to actively engage users in collection development. This is in
contrast with active engagement with the library community in other areas of
library services such as reference services, library instruction, and so on,
all of which recognize the community’s need to access, explore, and understand
the library collection. With only a third of the reviewed websites having forms
either linked on the homepage or easily findable, there cannot be an
expectation that users are engaged in collection development activities in
significant ways through these services. Yet if users are not actively engaged
in collection development activities, then the insights provided to collections
librarians by such programs - what users want and need, as well as deepening
understanding of what areas, publishers, and creators are missing from the
collection - is lost. Furthermore, limiting requesters according to their
status at the institution rather than broadly accepting requests and evaluating
according to the collection policy may have the unintended consequence of
suggesting which users the library considers the “most” important. This
approach could also undermine the success of the program as a method of
soliciting diverse suggestions; if the form implies some users or requests are
more welcome than others, it may further hinder a user’s motivation to provide
recommendations for materials that they do not already see reflected through
large academic publishers or through the existing collection.
Moving
towards active rather than passive engagement with users through the suggest a
purchase service could not only increase the insights gained by collections
staff through this program, but also enhance the service’s ability to support
underrepresented or hesitant users. By actively seeking input from a diverse
user group - rather than relying on highly engaged super requesters - this
service could become an effective tool to gauge shifts in library user
collection needs as well as support the goal of using this service to identify
materials and publishers from non-traditional or diverse sources. To apply the
understanding developed through this work and inspired by efforts elsewhere
such as at the University of Virginia (Flanigan, 2018), the University of
Alberta is developing an event called “Broaden Our Bookshelf” to solicit
diverse acquisitions suggestions and has promoted this idea through
modifications to the existing suggestion form. Programs such as these serve the
dual purpose of fostering awareness of the service while also reframing
suggestion forms from a passive service to active user engagement and can
include the deliberate co-creation of lists of potential suggestions for
diverse acquisitions. This approach not only creates an avenue for outreach to
the user community through library collections with the goal of diversifying
acquisitions, but also seeks to mitigate the barriers experienced by users who
must traditionally assess and find materials on their own before submitting a
suggestion. While the “Broaden Our Bookshelf” event is still in the planning
stages, it will involve inviting students to a session in which they will be
asked to fill out the form to suggest
titles or authors that promote diverse and underrepresented voices. During this
event, students will be guided through the process of both checking the
catalogue and submitting the form, allowing for real-time user engagement and
feedback regarding the suggestion form and process. This idea has been promoted
through the form by the addition of a “Broaden Our Bookshelf” option to the
reason for purchase drop-down menu, and a corresponding website and promotion
campaign is in development.
Additional
recent amendments to the form resulting from this analysis include adding the
option for users to provide their preferred name rather than use the name
associated with their university status, adjusting the form to be more
inclusive of non-faculty requesters such as central university staff, and
modifying how information about the reason for the request is collected. These
modifications include a drop-down menu for the main reason for the request (for
example, “needed for my research”) as well as an open text field for users to
be able to provide more context around their request. Previously, some
requesters used the previous open-text “rationale” field analyzed in this work
to either attempt to justify their request or to provide unnecessary, and at
times unhelpful or even harmful, commentary. Therefore, this change is intended
to not only be more invitational and welcoming to users, but also to support
future assessment of user needs and collections staff as these requests are
reviewed and processed. The Appendix includes a chart that details the changes
that were made to the form such as what fields were kept from either the public
or staff forms and what fields were added to the form.
This
analysis was completed using data from a single institutional context and
reflects the local situation and characteristics of this institution. As more
work and assessment in this area is completed, greater understanding of
generalized patron purchase request behaviours could be created.
Additionally,
this analysis focused on super requesters as identified through their act of
submitting a form. There may also be “super recipients” who place requests
through one or more individuals other than themselves, or in addition to their
own form submissions, which could not be determined from the information
available to us. Similarly, some of the requests coded as “collection development”
or “other” are likely the result of inadequate information provided rather than
a lack of rationale and may have been intended for an individual’s own work or
as part of course materials.
Analysis
of this comprehensive dataset of acquisition requests submitted by users and
staff at the University of Alberta Library confirmed that the number of
participants is low relative to the size of the university community, with a
significant proportion of the submissions coming from a very small number of
individuals. Furthermore, this analysis supports concerns raised within the
literature that such programs do not support a broad spectrum of library users,
and as found elsewhere (Ibacache, 2020), may instead
be used primarily by a small group of super users.
While
this program represents a small portion of the materials acquisitions budget at
the library, significant staff time is expended to support this small number of
library users. While further work is needed and ongoing to better understand
how these super users have impacted the balance of subject-level acquisitions
through this service, the low number of participants demonstrates that this
service does not currently provide broad or diverse community engagement with
users in collection development and cannot, therefore, adequately support an
understanding of user needs. Additionally, the difficulty in finding the
appropriate suggestion form at many institutions, their limiting of who can
access this service, and their lack of asking why users are submitting requests
means that these services are not currently set up to develop understanding of
community-wide user needs.
However,
the large volume of collection development requests demonstrates the library
community’s desire to contribute to collection development, presenting an
opportunity to meaningfully engage with the library community to work towards
collection diversification and inclusion goals. Moving towards more active
solicitation of suggestions could, however, be a way to support the broadening
and diversification of library collections as suggestion forms can be format
and publisher-agnostic - unlike traditional DDA ebook
acquisition plans. Just as academic libraries actively engage with their users
through other collection-related services such as reference and instructional
services, the suggest a purchase service may also provide a way to meaningfully
engage and connect with library users so that collections staff can develop a
deeper understanding of user wants and needs.
Melissa Ramsey: Conceptualization
(equal), Data curation (lead), Formal analysis (lead), Methodology (equal),
Project administration (equal), Visualization (lead), Writing – original draft
(lead), Writing – review & editing (lead) Sarah Chomyc: Conceptualization (equal), Data
curation (supporting), Formal analysis (supporting), Methodology (equal),
Project administration (equal), Visualization (supporting), Writing – original
draft (supporting), Writing – review & editing (supporting)
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(2020). The suggest a library purchase program at the University of Colorado
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Changes to the Suggest a Purchase Form Used at
University of Alberta Library
Field
Name |
Modifications (if any) |
*Your Name |
This field is
auto-populated based on the submitter’s campus ID. |
Preferred
Name |
This open-text
field was added to make the process more inclusive by encouraging patrons to
tell us how they would like to be addressed. |
Email
Address |
No change |
Author |
No change |
Title |
No change |
Volume/Edition |
No change |
Year Published |
No change |
Publisher |
This field was
removed to reduce the amount of information patrons need to provide. |
ISBN/ISSN |
No change |
Is
this item for Course Materials? Yes/No |
No change |
Course Name |
No change |
Course Number |
No change |
Number of
students in class |
This field was
removed since the number provided was often inaccurate. |
Rationale
for purchase |
This field was
renamed to “Main Reason for Request” to sound more inviting. While this field
was previously open text, it is now a drop-down menu so patrons can select
the reason that fits best for them and to support future analysis. |
College
or Faculty |
This was
changed to a drop-down menu and a “Not Applicable” field was added for
patrons who do not belong to any of the listed colleges |
Your
Campus Affiliation |
This field was
added to help CSU staff better understand who is requesting the item, which
will be helpful for future analysis. This field is presented as a list from
which requesters can choose a single option (e.g. student, library staff,
etc.) |
Notification |
While the
purpose is the same, this field was modified slightly to reflect streamlining
the process from two forms to one. |
*Location Code
& Speed Code |
These fields
were removed as they were no longer used. |
*Link to more
information (if applicable) |
No change |
*Is the item
an added copy? |
This field was
removed as this information is determined by CSU staff. |
*Is the item
RUSH? |
This field was
removed because patrons can note if a request is RUSH in the “Anything Else”
field. |
Anything Else? |
This field was
added for patrons to note any additional details about the request. |
Note: An
asterisk (*) indicates a field which previously existed in only one of the two
forms. Text in bold indicates a required field in the updated form. Please note
that some fields had slightly different names on each of the previous two
forms, but as their intention was the same they have been listed in a single
row in this table with a representative name.