Consortia Level Collection Evaluation

John McDonaldSCELC Executive Board

MeetingMarch 17, 2006

Why Evaluate at the Consortia Level?Why Evaluate at the Consortia Level?

1. Evaluation is Necessary

Negotiation review

Cost/Benefit analysis

Quantitative data

2. Evaluation is Possible

Relativity

Comparability

Generalizibility

Why Evaluate Now?Why Evaluate Now?

History of SCELC Use

Most major products and vendors now licensed.

Most communities saturated or nearly so after multi-year access.

Data is available

Review of SCELC Use

Compare products and vendors.

Evaluate prices at a number of different layers.

Review of contracts that can help strategic planning.

Aspects of Collection EvaluationAspects of Collection Evaluation

1. Quality

Did the resource do what it purported to do?

Did it do that well?

2. Usage

Was it used?

How did the usage relate to other resources or schools?

3. Value

Did the usage justify the cost?

Did it meet other value criteria aside from usage & cost?

Quantitative Collection EvaluationQuantitative Collection Evaluation

1. Usage

Quantitative

Objective

Immutable

2. Value

Price

Benefit

Other Value Criteria

Current Collection Evaluation ProjectsCurrent Collection Evaluation Projects

1. Evaluation of Elsevier ScienceDirect

Consortium

2. Evaluation of Wiley InterScience

Consortium

3. Comparison of Society & Commercial Publishers CaltechClaremont

Elsevier ScienceDirect AnalysisElsevier 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

Elsevier ScienceDirect AnalysisElsevier ScienceDirect Analysis

Row Meta-statistics Number Price

1 Subscribed Titles with Zero Use 98 $52,710

2 Subscribed Titles with <5 use 161 $109,543

3 Unique Titles 522 $1,085,530

4 Total Copies 748 $1,298,170

5 % of Use from Top Title 2% $1,052

6 % of Use from Top 10 Titles 16% $63,645

7 % of Use from Top 20% of Titles 68% $883,698

8 % of Copies in Top 20% of Titles 37% $883,698

9 % of Dollars in Top 20% of Titles 58% $883,698

10 Price of 2004 Content   $1,178,289

11 Price of 2004 E+SC   $269,054

12 Total Price of 2004 Elsevier   $1,447,943

SCELC Use by Journal (Top 10 Used)SCELC Use by Journal (Top 10 Used)

Title CopiesTotal Use

SCELC Payment

Price / Use

Lancet 3 3103 $2,449.71 $0.79

Trends in Ecology & Evolution 4 1828 $5,094.79 $2.79

Obstetrics & Gynecology 0 1707 $0.00 -

American Journal of Medicine 3 1527 $1,167.53 $ 0.76

Advanced Drug Delivery Reviews 1 1437 $4,316.26 $3.00

Journal of the American College of Cardiology 3 1297 $1,454.07 $1.12

Journal of Controlled Release 1 1278 $3,285.83 $2.57

American Journal of Cardiology 3 1221 $1,320.84 $1.08

International Journal of Pharmaceutics 1 1197 $7,774.64 $6.50

American Journal of Gastroenterology 0 1145 $0.00 -

Totals 775 120,199 $1,307,898 $10.88

SCELC Use by Elsevier SubscriptionSCELC Use by Elsevier Subscription

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140

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Subscribed Usage per Journal

Unsubscribed Usage per Journal

SCELC Price per Elsevier UseSCELC Price per Elsevier Use

$0.00

$100.00

$200.00

$300.00

$400.00

1 2 3 4 5 6 7 8 9 10 11

Subscribed Price per Use

Unsubscribed Price per Use

Wiley InterScience AnalysisWiley 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

Wiley InterScience AnalysisWiley InterScience Analysis

Row Meta-statistics Number Price

1 Subscribed Titles with Zero Use 56 $36,546

2 Subscribed Titles with <5 use 117 $162,056

3 Unique Titles 229 $455,756

4 Total Copies 675 $1,296,813

5 % of Use from Top Title 14% $49,202

6 % of Use from Top 10 Titles 35% $235,533

7 % of Use from Top 20% of Titles 68% $648,546

8 % of Copies in Top 20% of Titles 32% $648,546

9 % of Dollars in Top 20% of Titles 50% $648,546

10 Price of 2004 Content Fee   $1,253,891

11 Price of 2004 E-Access Fee   $37,617

12 Total Price of 2004 EAL Fee   $1,291,507

SCELC Use by Journal (Top 10 Used)SCELC Use by Journal (Top 10 Used)

Title CopiesTotal Use

SCELC Payment

Price / Use

Angewandte Chemie 11 19549 $49,202 $2.52

Journal of Comparative Neurology 4 5220 $70,885 $13.58

Cancer 9 4130 $4,518 $1.09

International Journal of Cancer 7 3869 $18,993 $4.91

Chemistry - A European Journal 4 3286 $14,035 $4.27

Hepatology 5 3218 $6,037 $1.88

BioEssays 9 2502 $8,950 $3.58

Journal of Neuroscience Research 5 2435 $40,354 $16.57

Developmental Dynamics 3 2259 $11,412 $5.05

International Journal of Eating Disorders 7 2225 $11,148 $5.01

Totals 675 137701 $1,296,813 $9.42

SCELC Use by Wiley SubscriptionSCELC Use by Wiley Subscription

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300

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400

450

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23

Subscribed Use per Journal

Unsubscribed Use per Journal

SCELC Price per Wiley UseSCELC Price per Wiley Use

$0.00

$50.00

$100.00

$150.00

$200.00

$250.00

$300.00

$350.00

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23

Subscribed Price per Use

Unsubscribed Price per Use

SCELC Wiley Use vs. Elsevier UseSCELC Wiley Use vs. Elsevier Use

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4,000

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10,000

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Wiley SU

Wiley UU

Elsevier SU

Elsevier UU

Comparison of Society to CommercialComparison of Society to Commercial

1. Why not to Compare

Societies don’t usually package content

Societies don’t usually make consortia deals

But..if they do, there is one price, rather than surcharges, content fees, and access fees.

2. How to Compare

Overall price per use metrics

Overall rate of usage relative to other titles

SCELC Price per Use ComparisonSCELC Price per Use Comparison

$0.53

$8.34

$9.38

$0.00

$1.00

$2.00

$3.00

$4.00

$5.00

$6.00

$7.00

$8.00

$9.00

$10.00

Society (2 Schools) Elsevier Consortium (11Schools)

Wiley Consortium (23Schools)

Usage Based Pricing ModelsUsage Based Pricing Models

1. Usage

Economic incentive for publisher to improve access, quality, retrieval

Spread costs across members of consortia equitably

2. Tiered Usage

Encourages publishers to increase access and quality

Divorces e-access pricing from print legacy pricing

Corrects baseline of historical inflationary pricing

Corrects for payment disparities b/t Society & Commercial

Provides for library budgeting stability

Limits need to mediate end user usage

Minimum Spend = 50% of Prior Spend

Usage Based Spend = $5 PPU

Maximum Spend = 125% of Prior Spend

0%

20%

40%

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200%

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Usage Based Pricing Advantage

Usage Based Pricing Example (Tiered)Usage Based Pricing Example (Tiered)

Why Evaluate Now?Why Evaluate Now?

Review of current & prospective contracts

Continuing price escalation not sustainable

Evaluate prices to consortia and members

Review contracts with additional criteria

Promote models for quality not just quantity

Plan for future

We may never know why faculty do what they do . . .

"If we knew what it was we were doing, it would not be called research, would it?"

 Albert Einstein