1
Issues in Determining Cost for
Cost Per Use Calculations
Virginia Kay "Ginger" Williams
Acquisitions Librarian
November ...
2
Agenda
Why cost-per-use?
Memberships and packages
Consortium deals
Factors & guidelines
2
33
Why cost-per-use?
4
Comparability for serials reviews
Journal A
• Supports curriculum
• Moderate importance
• Cost $12,000
• 8000 uses in 20...
5
ILL vs. subscription
• CONTU ILL Fair Use Guidelines for ILL
– Up to 5 articles
– Published in the last 5 years
– From a...
6
ILL cost example
• International Journal of Production Economics
• 50 ILL Requests in 2009
• 44 ILL Requests in 2008
• C...
77
Memberships & packages
8
Memberships – single title
• Political Science Quarterly
• Academy of Political Science Subscribing
Membership
• Communi...
9
Membership – multiple titles
• College Art Association of America $537
– Art Bulletin-NY
– Art Journal
– CAA News
– Coll...
10
Package – titles available separately
• British Psychological Society Journals
• 11 titles
• Package cost: $3558 (3358/...
11
Package – Some available separately
• American Fisheries Society Package $1277
• 5 titles
• 3 available for $352, 1 for...
12
Package – multi-year deal
• ScienceDirect
• Multi-year contract
• Invoiced at title level
• Limited ability to swap or ...
1313
Consortium deals
14
Consortium package
• Sage
• Consortium deal
• Multi-year contract
• Includes all titles from publisher
• Invoiced at pa...
15
Consortium deal – title plus access fee
• Springer
• Consortium agreement
• Multi-year contract
• Invoiced at title lev...
1616
Factors & guidelines
17
Factors to consider
• Price data available (title or package)
• Retention period
• Titles only available in package
• P...
18
Guidelines for costs
• Assign at title level when possible.
• Pro-rate package cost among titles in proportion
to cost ...
19
Guidelines for notes
• To assign costs consistently in future.
• To alert librarians to memberships, packages,
and disc...
2020
Discussion?
Thank you for your attention.
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Cost Issues in Determining Cost Per Use

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Presented at the Charleston Conference on Issues in Book and Serials Acquisition 2010. Reviews two reasons cost-per-use is a factor in serials reviews. Gives examples of how memberships, packages, and consortium deals can complicate the question of "what does this title cost?" Suggests some factors to be considered in assigning costs and guidelines for notes to alert librarians to issues that might affect decisions on dropping titles.

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  • Why cost-per-use? Cost-per-use is one of several factors librarians often consider when evaluating subscriptions, but why do we consider it?
  • Memberships and packages: Examples of cost issues that arose while collecting data for a serials review. Goal was to provide selectors with information to make decisions and to answer questions from faculty.
  • Consortium deals: More examples of cost issues that arose while collecting data for a serials review. Goal was to provide selectors with information to make decisions and to answer questions from faculty.
  • Some of the factors we considered and guidelines we followed when assigning costs for membership, package, and consortium titles. Notice that we made liberal use of the cost note field in our database both to ensure consistency in future and to alert librarians to issues that might affect their decisions.
  • The way WSU handled these issues may not be the best way for other libraries to handle them. As one participant observed, we invested substantial librarian time in this project; we considered it well-invested to establish procedures that allow staff to update cost data on an on-going basis instead of the panicked rush to update costs for previous serial reviews. Another participant pointed out that dropping titles in a consortium deal has consequences beyond one library, so some institutions put these deals off limits.
  • Cost Issues in Determining Cost Per Use

    1. 1. 1 Issues in Determining Cost for Cost Per Use Calculations Virginia Kay "Ginger" Williams Acquisitions Librarian November 5, 2010
    2. 2. 2 Agenda Why cost-per-use? Memberships and packages Consortium deals Factors & guidelines 2
    3. 3. 33 Why cost-per-use?
    4. 4. 4 Comparability for serials reviews Journal A • Supports curriculum • Moderate importance • Cost $12,000 • 8000 uses in 2009 • $1.50 per use Journal B • Supports curriculum • Moderate importance • Cost $ 5,000 • 100 uses in 2009 • $50 per use
    5. 5. 5 ILL vs. subscription • CONTU ILL Fair Use Guidelines for ILL – Up to 5 articles – Published in the last 5 years – From a journal – Per borrowing library • Exceeds fair use? Pay copyright fee per article – National Commission on New Technological Uses of Copyrighted Works (CONTU) (1978)
    6. 6. 6 ILL cost example • International Journal of Production Economics • 50 ILL Requests in 2009 • 44 ILL Requests in 2008 • Copyright fee for a 10-page article in 2009 issue? $39.50 • 50 x $39.50 = $1975.00 – Fee from www.copyright.com 10/06/10
    7. 7. 77 Memberships & packages
    8. 8. 8 Memberships – single title • Political Science Quarterly • Academy of Political Science Subscribing Membership • Communication (England) • National Autistic Society Membership
    9. 9. 9 Membership – multiple titles • College Art Association of America $537 – Art Bulletin-NY – Art Journal – CAA News – College Art Association of America Abstracts • Only available as membership • Retain and bind 2 of 4 titles
    10. 10. 10 Package – titles available separately • British Psychological Society Journals • 11 titles • Package cost: $3558 (3358/11=$301) • Prices range from $240 to $542 • Total if purchased separately: $4044
    11. 11. 11 Package – Some available separately • American Fisheries Society Package $1277 • 5 titles • 3 available for $352, 1 for $162 • 1 only available in package • All retained and bound
    12. 12. 12 Package – multi-year deal • ScienceDirect • Multi-year contract • Invoiced at title level • Limited ability to swap or cancel titles
    13. 13. 1313 Consortium deals
    14. 14. 14 Consortium package • Sage • Consortium deal • Multi-year contract • Includes all titles from publisher • Invoiced at package level only
    15. 15. 15 Consortium deal – title plus access fee • Springer • Consortium agreement • Multi-year contract • Invoiced at title level • Limited ability to swap titles • Consortium access fee • Access to any title to which member subscribes
    16. 16. 1616 Factors & guidelines
    17. 17. 17 Factors to consider • Price data available (title or package) • Retention period • Titles only available in package • Package discounts • Consortium partnerships • Multi-year licenses • Swap and cancellation limits • Access fees
    18. 18. 18 Guidelines for costs • Assign at title level when possible. • Pro-rate package cost among titles in proportion to cost of purchase individually. • If individual prices aren’t available, split package cost equally among titles retained permanently. • Use amount actually paid, not list prices. • Fees to access titles subscribed to by consortium partners are assigned to entire package if usage data is available for the non- subscribed titles.
    19. 19. 19 Guidelines for notes • To assign costs consistently in future. • To alert librarians to memberships, packages, and discounts that might be lost if some titles in package are cancelled. • To alert librarians to multi-year licenses with restrictions on cancellations. • To inform librarians of titles where access depends on a partner library’s subscription. • To assist librarians in communicating with faculty during serial reviews.
    20. 20. 2020 Discussion? Thank you for your attention.

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