Unbundling the Big Deal with Patron Driven Acquisition of eJournal articles  Tian Xiao Zhang & Maureen Weicher St. John’s ...
Question <ul><li>What percentage of your library’s serials budget is spent on Big Deals or ejournal packages: </li></ul><u...
Question <ul><li>If you could start over, would you still chose the Big Deal? </li></ul>
Question <ul><li>How many have used or plan to use Patron Driven Acquisitions of ejournal articles? </li></ul>
Why unbundle the Big Deal? <ul><li>Expense (70% of serials budget at St. John’s) </li></ul><ul><li>Price consistently risi...
One of the biggest drawbacks <ul><li>With many Big Deals, the  vendor  often decides what titles are in the package – not ...
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 <ul><li>For example, Sage Open is offering articles t...
User behavior changed in the digital age… <ul><li>We can change the way we acquire articles as well. </li></ul>
Patron Driven Acquisitions  <ul><li>Also known as Pay Per VIew </li></ul><ul><li>Supplement journal subscriptions with pur...
How PPV works: <ul><li>Library patrons purchase individual articles with  pre-paid tokens </li></ul><ul><li>May be transpa...
In 2011, St. John’s Libraries began to unbundle the Big Deal: <ul><li>We started with Wiley Blackwell </li></ul><ul><li>We...
<ul><li>In 2010, St. John’s subscribed to 410 Wiley-Blackwell journals through a package deal </li></ul><ul><li>50% of the...
In 2011, we subscribed to only 40 titles from Wiley-Blackwell. <ul><ul><ul><li>How we chose remaining subscriptions: </li>...
<ul><li>We saved 40% from previous year. </li></ul><ul><li>We provided a higher level of access to materials for the libra...
<ul><li>Implementing “Article Select” from Wiley-Blackwell </li></ul><ul><li>A “learn as you go experience” </li></ul>
Token Prices <ul><li>Token price ranges from $12.25 to $33.25. </li></ul><ul><li>Allows access to virtually all Wiley-Blac...
Implementing PPV: <ul><li>Decide who can “spend” article tokens: </li></ul><ul><li>All users within IP range </li></ul><ul...
Testing period lasted about one month <ul><li>We ended up choosing IP level control (the least restrictive level)  due to ...
<ul><li>We updated the link resolver (Serials Solutions) to show that the new content was now available to our users.   </...
Analysis of the usage of 1000 tokens:  <ul><li>Within 23 days, all 1000 tokens were used for articles in 304 individual e-...
What articles were purchased? <ul><li>592 from non-subscribed journals  </li></ul><ul><li>221 embargoed journals  </li></u...
Analysis
But : <ul><li>291 tokens (29% of the total) were used by systematic downloading from a handful of journals.  </li></ul><ul...
Usage Statistics <ul><li>By analyzing usage statistics, we can subscribe to  high-demand journals in the future to prevent...
Problems and issues: <ul><li>Viewing/download period is only 24 hours </li></ul><ul><li>We no longer have perpetual access...
Need for User Education <ul><li>Inform and educate the academic community about tokens  </li></ul><ul><li>Good research pr...
Usability/Technology issues <ul><li>Improve user interface to make it clear that tokens are being spent and/or who to cont...
Change in library workflow  <ul><li>Requests for ILL may decline </li></ul><ul><li>Mediated control of tokens would requir...
Win/Win? <ul><li>PDA/PPV can benefit libraries </li></ul><ul><li>Maximize access to needed journals within budget constrai...
<ul><li>Hopefully, advances will be made in technological infrastructure for PPV for easier and more effective implementat...
Questions? <ul><li>Please feel free to email us: </li></ul><ul><li>Tian Xiao Zhang  [email_address] </li></ul><ul><li>Maur...
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Sju ifla presentation patron driven acquisitions of e-journal articles-1

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  • The Title was “Undbundling the Big Deal with Patron-Driven Acquisitions”
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  • Remove this?
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  • Change to “Big Deals are expanded versions of conventional subscriptions where we purchase entire journals”
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  • Sju ifla presentation patron driven acquisitions of e-journal articles-1

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

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