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Charge Ahead, but Not So Fast
     Learning to be Entrepreneurial
  with Publications and Other Materials

       Maria Bowie, University of Georgia
       George Laur, University of Missouri
Carolyn Whatley, Alabama Cooperative Extension
        Susan White, University of Illinois
 Nancy Zimmerli-Cates, Kansas State University
Channel Setting Instructions for ResponseCard RF

1. Press and release the "GO" or "CH" button.

2. While the light is flashing red and green, enter the 2 digit
channel code (i.e. channel 1 = 01, channel 21 = 21).

 Channel is 32

3. After the second digit is entered, Press and release the "GO"
or "CH" button. The light should flash green to confirm.

4. Press and release the "1/A" button. The light should flash
amber to confirm.
Panel question:
How do you differentiate between free
materials and the ones you charge for?
As a rule, are materials from your
     institution distributed free, at cost,
     cost plus markup, or a combination
                  of methods?
1.    Free                                120%

2.    At cost
3.    Cost plus markup
4.    Combination

                          10%
                                5%
                                     0%
                          1     2     3     4
Under what conditions are materials free?
1. Single page                                             96%


2. Four or fewer pages
3. Cost less to print than                     70%

   to mail                                           61%


4. Grant covers costs
5. Offered at county office   30%        30%
   or related venue
6. Online                           4%
   (Choose all that apply)
                              1     2     3     4     5      6
How are free materials funded?
1.   Project specific                77%

2.   Grant funds
3.   State funds
                               50%         50%
4.   User fees
5.   Other
                                                      27%
     (Choose all that apply)
                                                 9%



                               1     2      3     4     5
If materials are offered for cost plus
markup, what’s the percentage of those?
1.   Less than 25 percent   43%
2.   26-50 percent
3.   51-75 percent
                                        29%
4.   More than 75 percent

                                  14%         14%




                            1      2     3     4
Panel question:
If you charge for any materials, how
do you determine charges, and how
    are the proceeds distributed?
How do you determine charges
              for materials?
1. Standard pricing formula
   we developed
                                         64%
2. Standard pricing formula
   mandated by state law
3. Case-by-case decision
4. Charge only for printing   29%

   and shipping
5. Base charge on grant
                                               14%   14%

                                    7%                     7%
   funding
6. Other considerations       1     2     3     4     5     6
How are proceeds distributed?
1. Deduct production/
   distribution/other fees, then         41%
   proceeds go to the program
                                   35%
2. Proceeds go to unit’s
                                                          29%
   revolving account
3. Proceeds go to administrative
   revolving account                           18%

4. Proceeds are credited
   to original grant
5. Other                                             0%

                                   1     2      3     4     5
Panel question:
What, if any, Web-based materials or
 offerings (other than for-credit) do
      you charge for, and how?
What Web-based materials
            do you charge for?
1. Moodle and other online classes
2. Selected moderate-size                              67%

   publication PDFs
3. Large publication PDFs
4. Other Web content
5. We don’t charge for online
                                                 20%
   materials                  13%    13%   13%
   (Choose all that apply)

                              1      2      3     4      5
What concerns do you have about
      charging for online content?
1. Technology issues                50%

2. Security issues
3. Reduced access
   by current users
4. Meeting increased                      25%   25%


   user expectations     17%                          17%


5. Reduced print sales         8%

6. Other
                         1     2     3     4     5      6
Have you adapted any materials to sell for
 use on any of the following e-readers?
1.   Amazon Kindle                                   89%

2.   Barnes & Noble Nook
3.   Sony Reader
4.   Apple iPad
                                               44%
5.   Other
     (Choose all that apply)
                               11%

                                     0%   0%

                               1     2    3     4      5
Panel question:
   When do you allow others to
adapt/reprint freely and when do you
     sell them your materials?
Which requirements allow use or
        adaptation of your materials?
1. We have the right to
   approve the new version               73%

2. Adapter must agree to
   our standards for change
3. Our program is credited
   for the original material
                                               27%
4. Other requirements
5. We don’t allow
   adaptations                 0%   0%               0%   0%


6. None: We do not share       1    2     3     4     5    6
How do you determine charges
   for material you sell in bulk to other
        states or organizations?
1. No bulk rate                    91%

2. Discount for bulk orders
3. Adapt bulk orders with
   partner’s logo and                    45%
   contact information                         36%

4. Generally don’t sell
   items in bulk
                              0%
                              1     2     3     4
If you offer a discount for bulk orders,
      what is the normal discount?
1.   Less than 10%            80%

2.   10% to 25%
3.   26% to 40%
4.   More than 40%
5.   No bulk discount

                        10%                   10%

                                    0%   0%

                        1     2     3     4     5
Panel question:
How are intellectual property
     issues handled?
Are intellectual property rights
     a substantial or emerging issue
           at your institution?
1. Substantial                 63%

2. Emerging
3. Not a big concern
                                        25%

                        13%



                         1      2         3
In practical terms, who manages rights
  for extension or outreach publications?
1. Author                                  58%

2. Institution/administration
3. Institution/publishing
   unit leadership                                         33%

4. Institution/other
5. Jointly managed              17%

6. Uncertain                          8%         8%


                                                      0%

                                1     2     3    4     5     6
Panel question:
How can we work differently so we
comply with grant restrictions and
 state laws and at the same time
   recover costs for our units?
Does your state restrict your extension
 organization from recovering costs
            for materials?
                                   83%
1. Yes
2. In some cases
3. No



                      8%     8%


                       1      2      3
How has your institution developed
         methods for cost recovery?
1. Increased inputs that can
   be charged for, such as                    45%

   staff time                                             36%

2. Developed courses or
                                  27%               27%
   modules to build in fees
3. Paid for printing, then sold         18%

   materials to grantees
4. Other means
5. Not developed                  1     2      3     4      5
Panel question:
 How do we determine the usage and
impact of online materials for reporting
  purposes and for deciding whether
           to revise them?
How do you demonstrate impact?
1. Web stats             40%        40%   40%

2. Web review criteria
3. Internal reporting
   method
4. No established
   method

                               0%
                         1     2     3     4
How do you keep materials current?

Revise or sunset:
1.   On a 5-year cycle         36%                   36%

2.   On 3- to 5-year cycle
                                     27%
3.   On a 2-year cycle
4.   More often than 2 years
5.   No established method


                                           0%   0%

                               1     2     3     4     5

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Charge ahead but not so fast

  • 1. Charge Ahead, but Not So Fast Learning to be Entrepreneurial with Publications and Other Materials Maria Bowie, University of Georgia George Laur, University of Missouri Carolyn Whatley, Alabama Cooperative Extension Susan White, University of Illinois Nancy Zimmerli-Cates, Kansas State University
  • 2. Channel Setting Instructions for ResponseCard RF 1. Press and release the "GO" or "CH" button. 2. While the light is flashing red and green, enter the 2 digit channel code (i.e. channel 1 = 01, channel 21 = 21). Channel is 32 3. After the second digit is entered, Press and release the "GO" or "CH" button. The light should flash green to confirm. 4. Press and release the "1/A" button. The light should flash amber to confirm.
  • 3. Panel question: How do you differentiate between free materials and the ones you charge for?
  • 4. As a rule, are materials from your institution distributed free, at cost, cost plus markup, or a combination of methods? 1. Free 120% 2. At cost 3. Cost plus markup 4. Combination 10% 5% 0% 1 2 3 4
  • 5. Under what conditions are materials free? 1. Single page 96% 2. Four or fewer pages 3. Cost less to print than 70% to mail 61% 4. Grant covers costs 5. Offered at county office 30% 30% or related venue 6. Online 4% (Choose all that apply) 1 2 3 4 5 6
  • 6. How are free materials funded? 1. Project specific 77% 2. Grant funds 3. State funds 50% 50% 4. User fees 5. Other 27% (Choose all that apply) 9% 1 2 3 4 5
  • 7. If materials are offered for cost plus markup, what’s the percentage of those? 1. Less than 25 percent 43% 2. 26-50 percent 3. 51-75 percent 29% 4. More than 75 percent 14% 14% 1 2 3 4
  • 8. Panel question: If you charge for any materials, how do you determine charges, and how are the proceeds distributed?
  • 9. How do you determine charges for materials? 1. Standard pricing formula we developed 64% 2. Standard pricing formula mandated by state law 3. Case-by-case decision 4. Charge only for printing 29% and shipping 5. Base charge on grant 14% 14% 7% 7% funding 6. Other considerations 1 2 3 4 5 6
  • 10. How are proceeds distributed? 1. Deduct production/ distribution/other fees, then 41% proceeds go to the program 35% 2. Proceeds go to unit’s 29% revolving account 3. Proceeds go to administrative revolving account 18% 4. Proceeds are credited to original grant 5. Other 0% 1 2 3 4 5
  • 11. Panel question: What, if any, Web-based materials or offerings (other than for-credit) do you charge for, and how?
  • 12. What Web-based materials do you charge for? 1. Moodle and other online classes 2. Selected moderate-size 67% publication PDFs 3. Large publication PDFs 4. Other Web content 5. We don’t charge for online 20% materials 13% 13% 13% (Choose all that apply) 1 2 3 4 5
  • 13. What concerns do you have about charging for online content? 1. Technology issues 50% 2. Security issues 3. Reduced access by current users 4. Meeting increased 25% 25% user expectations 17% 17% 5. Reduced print sales 8% 6. Other 1 2 3 4 5 6
  • 14. Have you adapted any materials to sell for use on any of the following e-readers? 1. Amazon Kindle 89% 2. Barnes & Noble Nook 3. Sony Reader 4. Apple iPad 44% 5. Other (Choose all that apply) 11% 0% 0% 1 2 3 4 5
  • 15. Panel question: When do you allow others to adapt/reprint freely and when do you sell them your materials?
  • 16. Which requirements allow use or adaptation of your materials? 1. We have the right to approve the new version 73% 2. Adapter must agree to our standards for change 3. Our program is credited for the original material 27% 4. Other requirements 5. We don’t allow adaptations 0% 0% 0% 0% 6. None: We do not share 1 2 3 4 5 6
  • 17. How do you determine charges for material you sell in bulk to other states or organizations? 1. No bulk rate 91% 2. Discount for bulk orders 3. Adapt bulk orders with partner’s logo and 45% contact information 36% 4. Generally don’t sell items in bulk 0% 1 2 3 4
  • 18. If you offer a discount for bulk orders, what is the normal discount? 1. Less than 10% 80% 2. 10% to 25% 3. 26% to 40% 4. More than 40% 5. No bulk discount 10% 10% 0% 0% 1 2 3 4 5
  • 19. Panel question: How are intellectual property issues handled?
  • 20. Are intellectual property rights a substantial or emerging issue at your institution? 1. Substantial 63% 2. Emerging 3. Not a big concern 25% 13% 1 2 3
  • 21. In practical terms, who manages rights for extension or outreach publications? 1. Author 58% 2. Institution/administration 3. Institution/publishing unit leadership 33% 4. Institution/other 5. Jointly managed 17% 6. Uncertain 8% 8% 0% 1 2 3 4 5 6
  • 22. Panel question: How can we work differently so we comply with grant restrictions and state laws and at the same time recover costs for our units?
  • 23. Does your state restrict your extension organization from recovering costs for materials? 83% 1. Yes 2. In some cases 3. No 8% 8% 1 2 3
  • 24. How has your institution developed methods for cost recovery? 1. Increased inputs that can be charged for, such as 45% staff time 36% 2. Developed courses or 27% 27% modules to build in fees 3. Paid for printing, then sold 18% materials to grantees 4. Other means 5. Not developed 1 2 3 4 5
  • 25. Panel question: How do we determine the usage and impact of online materials for reporting purposes and for deciding whether to revise them?
  • 26. How do you demonstrate impact? 1. Web stats 40% 40% 40% 2. Web review criteria 3. Internal reporting method 4. No established method 0% 1 2 3 4
  • 27. How do you keep materials current? Revise or sunset: 1. On a 5-year cycle 36% 36% 2. On 3- to 5-year cycle 27% 3. On a 2-year cycle 4. More often than 2 years 5. No established method 0% 0% 1 2 3 4 5