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Consortia Level Collection Evaluation

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Presentation given at the SCELC Executive Board Meeting, March 17, 2006

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Consortia Level Collection Evaluation

  1. 1. Consortia Level Collection Evaluation John McDonald SCELC Executive Board Meeting March 17, 2006
  2. 2. Why Evaluate at the Consortia Level? <ul><li>Evaluation is Necessary </li></ul><ul><ul><li>Negotiation review </li></ul></ul><ul><ul><li>Cost/Benefit analysis </li></ul></ul><ul><ul><li>Quantitative data </li></ul></ul><ul><li>Evaluation is Possible </li></ul><ul><ul><li>Relativity </li></ul></ul><ul><ul><li>Comparability </li></ul></ul><ul><ul><li>Generalizibility </li></ul></ul>
  3. 3. Why Evaluate Now? <ul><li>History of SCELC Use </li></ul><ul><ul><li>Most major products and vendors now licensed. </li></ul></ul><ul><ul><li>Most communities saturated or nearly so after multi-year access. </li></ul></ul><ul><ul><li>Data is available </li></ul></ul><ul><li>Review of SCELC Use </li></ul><ul><ul><li>Compare products and vendors. </li></ul></ul><ul><ul><li>Evaluate prices at a number of different layers. </li></ul></ul><ul><ul><li>Review of contracts that can help strategic planning. </li></ul></ul>
  4. 4. Aspects of Collection Evaluation <ul><li>Quality </li></ul><ul><ul><li>Did the resource do what it purported to do? </li></ul></ul><ul><ul><li>Did it do that well? </li></ul></ul><ul><li>Usage </li></ul><ul><ul><li>Was it used? </li></ul></ul><ul><ul><li>How did the usage relate to other resources or schools? </li></ul></ul><ul><li>Value </li></ul><ul><ul><li>Did the usage justify the cost? </li></ul></ul><ul><ul><li>Did it meet other value criteria aside from usage & cost? </li></ul></ul>
  5. 5. Quantitative Collection Evaluation <ul><li>Usage </li></ul><ul><ul><li>Quantitative </li></ul></ul><ul><ul><li>Objective </li></ul></ul><ul><ul><li>Immutable </li></ul></ul><ul><li>Value </li></ul><ul><ul><li>Price </li></ul></ul><ul><ul><li>Benefit </li></ul></ul><ul><ul><li>Other Value Criteria </li></ul></ul>
  6. 6. Current Collection Evaluation Projects <ul><li>Evaluation of Elsevier ScienceDirect </li></ul><ul><ul><li>Consortium </li></ul></ul><ul><li>Evaluation of Wiley InterScience </li></ul><ul><ul><li>Consortium </li></ul></ul><ul><li>Comparison of Society & Commercial Publishers </li></ul><ul><ul><li>Caltech </li></ul></ul><ul><ul><li>Claremont </li></ul></ul>
  7. 7. Elsevier ScienceDirect Analysis Who : Subject Collection Analysis for 11 schools What : Access included subscribed title list (full print price + 10-12% e-access fee) & leased titles (2-7% subject collection fees) When : SCELC 2003 Usage How : Total Fulltext & 2003 Prices by institution Why : Evaluate SC or Unique Title List options for individual subscriptions
  8. 8. Elsevier ScienceDirect Analysis $1,447,943   Total Price of 2004 Elsevier 12 $269,054   Price of 2004 E+SC 11 $1,178,289   Price of 2004 Content 10 $883,698 58% % of Dollars in Top 20% of Titles 9 $883,698 37% % of Copies in Top 20% of Titles 8 $883,698 68% % of Use from Top 20% of Titles 7 $63,645 16% % of Use from Top 10 Titles 6 $1,052 2% % of Use from Top Title 5 $1,298,170 748 Total Copies 4 $1,085,530 522 Unique Titles 3 $109,543 161 Subscribed Titles with <5 use 2 $52,710 98 Subscribed Titles with Zero Use 1 Price Number Meta-statistics Row
  9. 9. SCELC Use by Journal (Top 10 Used) $10.88 $1,307,898 120,199 775 Totals - $0.00 1145 0 American Journal of Gastroenterology $6.50 $7,774.64 1197 1 International Journal of Pharmaceutics $1.08 $1,320.84 1221 3 American Journal of Cardiology $2.57 $3,285.83 1278 1 Journal of Controlled Release $1.12 $1,454.07 1297 3 Journal of the American College of Cardiology $3.00 $4,316.26 1437 1 Advanced Drug Delivery Reviews $ 0.76 $1,167.53 1527 3 American Journal of Medicine - $0.00 1707 0 Obstetrics & Gynecology $2.79 $5,094.79 1828 4 Trends in Ecology & Evolution $0.79 $2,449.71 3103 3 Lancet Price / Use SCELC Payment Total Use Copies Title
  10. 10. SCELC Use by Elsevier Subscription
  11. 11. SCELC Price per Elsevier Use
  12. 12. Wiley InterScience Analysis Who : Usage Analysis for 23 contract participants What : Access included subscribed title list (full print price + 6% annual inflation + 3% e-access fee) & shared titles list. When : SCELC 2004 Usage How : Total Fulltext & 2004 Prices by institution Why : Review of previous contract in anticipation for 2006 renewal
  13. 13. Wiley InterScience Analysis $1,291,507   Total Price of 2004 EAL Fee 12 $37,617   Price of 2004 E-Access Fee 11 $1,253,891   Price of 2004 Content Fee 10 $648,546 50% % of Dollars in Top 20% of Titles 9 $648,546 32% % of Copies in Top 20% of Titles 8 $648,546 68% % of Use from Top 20% of Titles 7 $235,533 35% % of Use from Top 10 Titles 6 $49,202 14% % of Use from Top Title 5 $1,296,813 675 Total Copies 4 $455,756 229 Unique Titles 3 $162,056 117 Subscribed Titles with <5 use 2 $36,546 56 Subscribed Titles with Zero Use 1 Price Number Meta-statistics Row
  14. 14. SCELC Use by Journal (Top 10 Used) $9.42 $1,296,813 137701 675 Totals $5.01 $11,148 2225 7 International Journal of Eating Disorders $5.05 $11,412 2259 3 Developmental Dynamics $16.57 $40,354 2435 5 Journal of Neuroscience Research $3.58 $8,950 2502 9 BioEssays $1.88 $6,037 3218 5 Hepatology $4.27 $14,035 3286 4 Chemistry - A European Journal $4.91 $18,993 3869 7 International Journal of Cancer $1.09 $4,518 4130 9 Cancer $13.58 $70,885 5220 4 Journal of Comparative Neurology $2.52 $49,202 19549 11 Angewandte Chemie Price / Use SCELC Payment Total Use Copies Title
  15. 15. SCELC Use by Wiley Subscription
  16. 16. SCELC Price per Wiley Use
  17. 17. SCELC Wiley Use vs. Elsevier Use
  18. 18. Comparison of Society to Commercial <ul><li>Why not to Compare </li></ul><ul><ul><li>Societies don’t usually package content </li></ul></ul><ul><ul><li>Societies don’t usually make consortia deals </li></ul></ul><ul><ul><li>But..if they do, there is one price, rather than surcharges, content fees, and access fees. </li></ul></ul><ul><li>How to Compare </li></ul><ul><ul><li>Overall price per use metrics </li></ul></ul><ul><ul><li>Overall rate of usage relative to other titles </li></ul></ul>
  19. 19. SCELC Price per Use Comparison
  20. 20. Usage Based Pricing Models <ul><li>Usage </li></ul><ul><ul><li>Economic incentive for publisher to improve access, quality, retrieval </li></ul></ul><ul><ul><li>Spread costs across members of consortia equitably </li></ul></ul><ul><li>Tiered Usage </li></ul><ul><ul><li>Encourages publishers to increase access and quality </li></ul></ul><ul><ul><li>Divorces e-access pricing from print legacy pricing </li></ul></ul><ul><ul><li>Corrects baseline of historical inflationary pricing </li></ul></ul><ul><ul><li>Corrects for payment disparities b/t Society & Commercial </li></ul></ul><ul><ul><li>Provides for library budgeting stability </li></ul></ul><ul><ul><li>Limits need to mediate end user usage </li></ul></ul>
  21. 21. Minimum Spend = 50% of Prior Spend Usage Based Spend = $5 PPU Maximum Spend = 125% of Prior Spend Usage Based Pricing Example (Tiered)
  22. 22. Why Evaluate Now? <ul><li>Review of current & prospective contracts </li></ul><ul><ul><li>Continuing price escalation not sustainable </li></ul></ul><ul><ul><li>Evaluate prices to consortia and members </li></ul></ul><ul><ul><li>Review contracts with additional criteria </li></ul></ul><ul><ul><li>Promote models for quality not just quantity </li></ul></ul><ul><ul><li>Plan for future </li></ul></ul>
  23. 23. We may never know why faculty do what they do . . . &quot;If we knew what it was we were doing, it would not be called research, would it?&quot;   Albert Einstein

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