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Earnestly Seeking Greater Flexibility 
The Pros and Cons of 
Pay-Per-View Journal Access 
Marija Markovic 
Acute Source, Inc. 
Steve Oberg 
Wheaton College (IL) 
Concurrent Session 
34th Annual Charleston Conference -- 6 November 2014
What we will cover... 
● Overview of PPV 
o Types of content 
o Pricing models 
o Implementation 
options 
o Challenges 
o Pros and Cons 
● Examples 
o Academic 
o Corporate 
● Takeaways 
o Greater flexibility 
o Greater access 
o A bit more for library 
to manage
First, a little background info... 
Marija…copyright law and library services 
consultant with corporate library experience. 
Steve...currently works at Wheaton College (IL) 
as e-resources and serials librarian.
Types of Pay-Per-View (PPV) content 
● journal articles 
● ebook chapters/sections 
● reference works 
● streaming video 
Our focus for this presentation will be on PPV 
for journal articles.
Pricing models 
● Prepaid token 
bundle purchase 
● Postpaid 
● Institutional credit 
card (on demand) 
● New option: article 
rentals
Implementation options 
● Activated/open for use to all library users 
● Activated/open for use to selected super 
users/mediating access for the wider audience. Super 
users can be internal (library staff) or external 
(document delivery supplier) 
● Technical aspects of implementation option (applicable 
to either one) 
● Dependent on library’s budget model (are individual 
library users charged back for this type of service, or 
does the library absorb the cost)
Implementation challenges 
● Pricing: estimating potential usage 
● Differing PPV verbiage among vendors 
● Implementation 
o Open-to-all: potential to deplete the bundle faster 
than anticipated 
o Open-to-super users: implementing steps for 
mediation (an extra step, a delay for library user), 
technical aspect of implementation, different 
challenges for internal super users (library staff) vs. 
external super users (document delivery supplier)
PPV Pros and cons 
● Perfect solution for 
shrinking budgets: 
o Cost savings and fulfillment 
of users’ content needs in 
one when no subscription is 
available 
● Lower cost per article than 
individual article purchases 
through document delivery 
suppliers/ILL or publishers’ 
web sites 
● Even without a 
subscription, user still 
has easy/quick access 
to content 
● Often provides complete 
backfile access 
● Good collection 
development tool, helps 
analyze true usage of 
content
PPV Pros and cons, continued... 
● Requires significant ongoing oversight and negotiation 
with vendors 
● Library does not have ownership rights to PPV content 
● May impact budget structure: Once funds for tokens are moved 
to the part of the budget dedicated to external services/PPV services, it 
may be difficult to get it “back” into the part of the budget dedicated to 
subscriptions (if it is determined that a resource is less expensive via a 
subscription than via PPV).
PPV Pros and cons, continued... 
● Access for users may not always be as straightforward 
as purchased/subscribed access 
● User can’t readily determine difference between 
subscribed and PPV content access depending on PPV 
setup choices (this is both good and bad) 
● Still somewhat limited number of vendors who support 
institutional PPV 
● Need to understand usage data over time to see 
patterns/trends
Let’s look at 
some examples
Example #1: Academic
Example #2: Academic
Example #3: Corporate 
● Key piece of the journal collection development puzzle 
● In the cost-per-use analysis, cost comparison of subscription 
vs other options, triggered by pre-determined cost threshold 
● Example: If the cost threshold is $35, options are reviewed for any journal 
where cost per use is $35 and higher: 
○ Cost per use of article (via subscription), $35 
○ Document delivery vendor cost, $45 
○ Individual article order via publisher, $40-50 
○ PPV account, $15 per article (for a prepaid token bundle) 
● PPV Pro: Selecting the most cost effective solution 
○ A reversed example: substituting journal collection subscription with a PPV account due to 
budget reduction: Journal subject collection, Publisher X, cost, $40,000, article cost per 
use, $5.
Example #4: Corporate, continued 
● Corporate library budget models: 
○ Budget is allocated to other functional areas annually 
○ All of the library costs are charged back to users 
○ Library absorbs all the cost 
○ Mixed models: combinations of the above 
● Example: Budget types impact the implementation of PPV: 
○ Forces a restricted PPV account (via an intermediary) 
○ More complicated technical aspect of access 
■ Maintenance of user data 
■ User experience (forms, different platforms) 
■ Troubleshooting
What are some takeaways? 
Greater budget flexibility 
Greater access for users 
A bit more for library to manage
Questions?
Contact us 
Marija Markovic 
acutesourceinc@gmail.com 
Steve Oberg 
steve.oberg@wheaton.edu 
Twitter: @TechSvcsLib

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Earnestly Seeking Greater Flexibility: The Pros and Cons of Pay-Per-View Journal Access

  • 1. Earnestly Seeking Greater Flexibility The Pros and Cons of Pay-Per-View Journal Access Marija Markovic Acute Source, Inc. Steve Oberg Wheaton College (IL) Concurrent Session 34th Annual Charleston Conference -- 6 November 2014
  • 2. What we will cover... ● Overview of PPV o Types of content o Pricing models o Implementation options o Challenges o Pros and Cons ● Examples o Academic o Corporate ● Takeaways o Greater flexibility o Greater access o A bit more for library to manage
  • 3. First, a little background info... Marija…copyright law and library services consultant with corporate library experience. Steve...currently works at Wheaton College (IL) as e-resources and serials librarian.
  • 4. Types of Pay-Per-View (PPV) content ● journal articles ● ebook chapters/sections ● reference works ● streaming video Our focus for this presentation will be on PPV for journal articles.
  • 5. Pricing models ● Prepaid token bundle purchase ● Postpaid ● Institutional credit card (on demand) ● New option: article rentals
  • 6. Implementation options ● Activated/open for use to all library users ● Activated/open for use to selected super users/mediating access for the wider audience. Super users can be internal (library staff) or external (document delivery supplier) ● Technical aspects of implementation option (applicable to either one) ● Dependent on library’s budget model (are individual library users charged back for this type of service, or does the library absorb the cost)
  • 7. Implementation challenges ● Pricing: estimating potential usage ● Differing PPV verbiage among vendors ● Implementation o Open-to-all: potential to deplete the bundle faster than anticipated o Open-to-super users: implementing steps for mediation (an extra step, a delay for library user), technical aspect of implementation, different challenges for internal super users (library staff) vs. external super users (document delivery supplier)
  • 8. PPV Pros and cons ● Perfect solution for shrinking budgets: o Cost savings and fulfillment of users’ content needs in one when no subscription is available ● Lower cost per article than individual article purchases through document delivery suppliers/ILL or publishers’ web sites ● Even without a subscription, user still has easy/quick access to content ● Often provides complete backfile access ● Good collection development tool, helps analyze true usage of content
  • 9. PPV Pros and cons, continued... ● Requires significant ongoing oversight and negotiation with vendors ● Library does not have ownership rights to PPV content ● May impact budget structure: Once funds for tokens are moved to the part of the budget dedicated to external services/PPV services, it may be difficult to get it “back” into the part of the budget dedicated to subscriptions (if it is determined that a resource is less expensive via a subscription than via PPV).
  • 10. PPV Pros and cons, continued... ● Access for users may not always be as straightforward as purchased/subscribed access ● User can’t readily determine difference between subscribed and PPV content access depending on PPV setup choices (this is both good and bad) ● Still somewhat limited number of vendors who support institutional PPV ● Need to understand usage data over time to see patterns/trends
  • 11. Let’s look at some examples
  • 14. Example #3: Corporate ● Key piece of the journal collection development puzzle ● In the cost-per-use analysis, cost comparison of subscription vs other options, triggered by pre-determined cost threshold ● Example: If the cost threshold is $35, options are reviewed for any journal where cost per use is $35 and higher: ○ Cost per use of article (via subscription), $35 ○ Document delivery vendor cost, $45 ○ Individual article order via publisher, $40-50 ○ PPV account, $15 per article (for a prepaid token bundle) ● PPV Pro: Selecting the most cost effective solution ○ A reversed example: substituting journal collection subscription with a PPV account due to budget reduction: Journal subject collection, Publisher X, cost, $40,000, article cost per use, $5.
  • 15. Example #4: Corporate, continued ● Corporate library budget models: ○ Budget is allocated to other functional areas annually ○ All of the library costs are charged back to users ○ Library absorbs all the cost ○ Mixed models: combinations of the above ● Example: Budget types impact the implementation of PPV: ○ Forces a restricted PPV account (via an intermediary) ○ More complicated technical aspect of access ■ Maintenance of user data ■ User experience (forms, different platforms) ■ Troubleshooting
  • 16. What are some takeaways? Greater budget flexibility Greater access for users A bit more for library to manage
  • 18. Contact us Marija Markovic acutesourceinc@gmail.com Steve Oberg steve.oberg@wheaton.edu Twitter: @TechSvcsLib