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  • The Title was “Undbundling the Big Deal with Patron-Driven Acquisitions”
  • new slide
  • Remove this?
  • Remove this?
  • Change to “Big Deals are expanded versions of conventional subscriptions where we purchase entire journals”
  • Would remove this
  • See next slide:

Sju ifla presentation   patron driven acquisitions of e-journal articles-1 Sju ifla presentation patron driven acquisitions of e-journal articles-1 Presentation Transcript

  • Unbundling the Big Deal with Patron Driven Acquisition of eJournal articles Tian Xiao Zhang & Maureen Weicher St. John’s University Libraries IFLA 2011
  • Question
    • What percentage of your library’s serials budget is spent on Big Deals or ejournal packages:
    • Less than 10%
    • Between 10 to 50%
    • Over 50% ?
  • Question
    • If you could start over, would you still chose the Big Deal?
  • Question
    • How many have used or plan to use Patron Driven Acquisitions of ejournal articles?
  • Why unbundle the Big Deal?
    • Expense (70% of serials budget at St. John’s)
    • Price consistently rising
    • Many of the titles have little usage
    • And we still cannot access all the articles that we need!
  • One of the biggest drawbacks
    • With many Big Deals, the vendor often decides what titles are in the package – not the librarian – not the students – not the faculty
  • What library patrons want are usually articles (not journals)
  • With conventional subscriptions we still purchase entire journals
  • Articles – not journals – are often the fundamental unit of research
    • For example, Sage Open is offering articles that have been grouped by subject – without associated journal titles.
  • User behavior changed in the digital age…
    • We can change the way we acquire articles as well.
  • Patron Driven Acquisitions
    • Also known as Pay Per VIew
    • Supplement journal subscriptions with purchase of individual articles
    • Provide access to a wider selection of journal titles
  • How PPV works:
    • Library patrons purchase individual articles with pre-paid tokens
    • May be transparent to user or mediated
    • Access is instantaneous.
    • The article is available for 24 hours
  • In 2011, St. John’s Libraries began to unbundle the Big Deal:
    • We started with Wiley Blackwell
    • We purchased 1000 article tokens in the spring semester
    • We plan to purchase 3000 article tokens in the fall semester.
    • In 2010, St. John’s subscribed to 410 Wiley-Blackwell journals through a package deal
    • 50% of the titles were seldom used.
    • Almost 50% of the titles were available on other databases – we were purchasing them again to get the current year only!
  • In 2011, we subscribed to only 40 titles from Wiley-Blackwell.
        • How we chose remaining subscriptions:
      • Calculated cost per use
      • Support the curriculum
      • Partial or complete overlap with other databases
    • We saved 40% from previous year.
    • We provided a higher level of access to materials for the library users.
    • 50% of the articles purchased were from journals that we didn’t have access to before.
    Preliminary Results
    • Implementing “Article Select” from Wiley-Blackwell
    • A “learn as you go experience”
  • Token Prices
    • Token price ranges from $12.25 to $33.25.
    • Allows access to virtually all Wiley-Blackwell ejournal content:
      • front file contains 1930 titles
      • back file contains1375 titles
  • Implementing PPV:
    • Decide who can “spend” article tokens:
    • All users within IP range
    • Or mediated access through “SuperUser” control. With this option, a library staff member would email the article to the user.
  • Testing period lasted about one month
    • We ended up choosing IP level control (the least restrictive level) due to interface issues
    • Any user who signed onto the library network could spend tokens
    • We updated the link resolver (Serials Solutions) to show that the new content was now available to our users.
    • To the user, PPV looked no different than traditional subscriptions
  • Analysis of the usage of 1000 tokens:
    • Within 23 days, all 1000 tokens were used for articles in 304 individual e-journal titles.
  • What articles were purchased?
    • 592 from non-subscribed journals
    • 221 embargoed journals
    • 51 subscribed journals (newer issues)
    • 89 subscribed journals (earlier issues)
    • 52 articles available elsewhere
  • Analysis
  • But :
    • 291 tokens (29% of the total) were used by systematic downloading from a handful of journals.
    • No way to block systematic downloads when using IP-level control.
    • In the past, vendors have blocked systematic downloading.
  • Usage Statistics
    • By analyzing usage statistics, we can subscribe to high-demand journals in the future to prevent using tokens needlessly .
  • Problems and issues:
    • Viewing/download period is only 24 hours
    • We no longer have perpetual access.
    • Though many of articles become available elsewhere once after embargo period
  • Need for User Education
    • Inform and educate the academic community about tokens
    • Good research practice should be to download needed articles right away .
  • Usability/Technology issues
    • Improve user interface to make it clear that tokens are being spent and/or who to contact to request article
    • Better reporting of token usage
    • Ability to block individual titles or systematic downloads
  • Change in library workflow
    • Requests for ILL may decline
    • Mediated control of tokens would require new workflows and time commitments
  • Win/Win?
    • PDA/PPV can benefit libraries
    • Maximize access to needed journals within budget constraints…
    • And benefit the publishers:
    • PPV is less expensive than ILL in some cases.
    • May bring new buyers into the marketplace
    • Hopefully, advances will be made in technological infrastructure for PPV for easier and more effective implementation
    • And more publishers and vendors will offer PPV options
  • Questions?
    • Please feel free to email us:
    • Tian Xiao Zhang [email_address]
    • Maureen Weicher [email_address]