Playing the Field: Pay-Per-View E-journals and E-books Lindsey Schell Katy Ginanni BenJamin heet

1. Playing the Field: Pay-Per-View E-journals and E-booksLindsey SchellKaty GinanniBenJaminheet 2009 NASIG Conference Asheville, NC June 6, 2009

2. The promise of pay-per-view • Users can access thousands more articles than previously available through traditional library subscriptions • Cost-per-use for on-demand articles is dramatically cheaper than seldom used subscriptions • No storage costs • Evaluation by usage statistics is more precise • Can serve as a valuable supplement to ILL services

3. University of Notre Dame • Enrollment • 11,700 total • 8,400 undergrad, 1,900 grad • Hesburgh Libraries • FY 2007/2008 • $10 million – total materials budget • $4,800,000 monograph • $5,300,000 serials • Total volumes held – 2,980,000

4. University of Texas at Austin • Enrollment • FTE 47,300 total • 80% Undergrad, 20% Grad • UT Libraries • FY 2007/2008 • Budget $11 Million • $9 million for serials and continuations • $2 million for monographs • Total volumes held: 9 million • Serials: 30,000 • 30,000 serials

5. Trinity University • Enrollment • FTE >2,500 total • 2,361 undergraduate, 151 graduate • Elizabeth Huth Coates Library • FY 2007/2008 • $1,218,419 total materials budget • $ 796,905 for serials and continuations • $ 421,514 for monographs • Total volumes held: 911,500 • Serials: 2,200+

6. Elsevier • Timeline • Began investigation Fall, 2006 • Three month trial • Live implementation in January, 2007 • Investigation • Access to >2,500 vs. ca.77 print subscriptions • Small focus group • Unlimited access for 3 months

7. Elsevier • How it works • Journal / Article Discovery • Titles held in print still in online catalog • All ScienceDirect titles in journals list (TDNet) • Citations through other A&I databases • Titles/TOCs on SD • Article Delivery • Interstitial page from link resolver • Username/password access into SD • Immediate access to article

9. Elsevier • How it works • Journal / Article Discovery • Titles held in print still in online catalog • All ScienceDirect titles in journals list (TDNet) • Citations through other A&I databases • Titles/TOCs on SD • Article Delivery • Interstitial page from link resolver • Username/password access into SD • Immediate access to article

10. Elsevier • Control / Tracking • Expenditures • Use • Cost • Deposit account • $30 per article • ScienceDirect ArticleChoice • Conclusions / Concerns

11. EBSCO EJS • Timeline • Began investigation Sept. 2006 • EJS drops PPV service Nov. 2006 • Why mention when never implemented? • Investigation • Do they offer the content? • 800 springer journals • High quality / publisher PDF • EJS authentication, reach-out to Springer for PDF

12. EBSCO EJS • Investigation • Article Discovery • TOC browse pages for all volumes • Complete holdings, no gaps • Article Delivery • Unmediated, almost seamless • Require individual registration with email address • Control / Tracking • Customization options, limit access to single journal • No stat reports, invoice shows email of requestor

13. EBSCO EJS • Investigation • Cost • $1,500/year, and article PPV fees • How it worked • Single admin account • Multiple Access Profiles • Unique U/P Login, PPV rights on each • Users logged into Access Profile • http://ejournals.ebsco.com/UPLogin.asp?CustomerCode=NOTRE&UserName=sp68&Password=XXX • Access profile customized to show links to only single journal • 800 journals = 800 access profiles

14. EBSCO EJS • How it worked • Individual registration by user • Article ordered, delivered via email almost instantly • Delivery did not take 24 hours • What it would have offered • Unmediated access to PPV • Appearance of typical IP authenticated subscription • No ‘add to shopping cart, pay $$’ notes • Publisher PDF delivered immediately via email • Customization options • Journal level links, interface control to limit abuse

15. Infotrieve • Timeline • Began investigation Dec. 2006 • Production Mar. 2007 • Cancelled Aug. 2008 • Investigation • Do they offer the content? • Sent title list, informed they could fill from 95% titles • Perhaps not publisher PDF but faculty surveyed were pleased with quality

16. Infotrieve • Investigation • Article Discovery • No TOC browse mechanism, discovery done through A&I databases (decreases use) • Infotrieve = article level discovery first, Ebsco EJS = journal level discovery • Article Delivery • Long, cumbersome registration • But satisfactory 24 hr or less delivery • PlugIn required for viewing PDF, cannot share PDF • Shopping cart appearance • Will it ask for my credit card number?

17. Infotrieve • Investigation • Control / Tracking • IP authentication, provided only proxy server IP • Could deny problem users access through proxy server • Quality usage reports for tracking all requests, including info on how quickly request was filled • Cost • No annual fee (for us), changed pricing model? • $8 service fee per article, average $40-60/article total

18. Infotrieve • How it worked • IP authenticated access, all users PPV rights • OpenURL link to shopping cart pre-populated with article citation data • Customize interface • Logo, ‘library will purchase for you’ messages

19. Infotrieve • Statistics for Jan. 2008-July 2008 • 1,020 users linked to Infotrieve site with 240 completed requests • 75% incompletion, turnaway • $52/article average • $12,500 total spent, if all requests were completed cost would have been $53,000 • Cancelled • Joined RapidILL • Rejoined journal package, restored access

20. Ingenta • Timeline • Began investigation in spring 2007 • “Started” in Summer 2007 • Started over Fall 2007 • Cancelled Fall 2008

21. Ingenta • Investigation • Access to 30k journals with Email and RSS alerting • Articles (PDF) delivered in 48 hours by email after individual user login/IP authentication • Customization of user experience and capping/tracking of spending • Advanced statistics based on usage, cost, publisher, title and user ID • Open URL linking to third party providers and ability to block orders to subscription material • Unlimited customer service/tech support

22. Ingenta • Cost • $10k for “ConnectComplete” admin module with advanced features • Based on deposit account model, $5k to start pilot • Publishers set article prices, avg.$25-30 + $5 delivery fee • How it worked • Access to fewer titles than advertised • Articles delivered as PDF after individual user login

23. Ingenta • User experience very cumbersome • Multiple pages to click through, IP authentication did not work at start, users asked for acct. # • Shopping carts, multiple unclear payment options and article prices displayed • Multiple requests to change display were ignored • Advanced statistics module not fully developed • Transaction log showed multiple failed deliveries for which we were charged • Transaction log was not in chronological order • Accounting log was regularly inaccurate • Account minimum balance alert did not work

24. Ingenta • Product did not block users from accessing third party subscribed material through PPV as promised • Cost per article higher than advertised • Customer service/tech support left many questions unanswered for long periods of time • Cancellation • Minimal usage indicated high level of self-directed turn-aways • Admin costs too high for product that did not work as advertised

25. EBL • Timeline • Began investigation in April 2007 • Started in August 2007 • Pilot ongoing • Investigation • 300,000 titles • Price capping and rent/purchase parameters customizable • Brief MARC records provided for rentals, full MARC records delivered after purchase • Ability to download PDF

26. EBL • Cost • Rental is 5-10% of list price • Purchase at list price • Projected $300K for FY 07-08 • Actually spent $286,849: • $190,043 on rentals • $96,806 on purchases • Cost-per-use based on total spent and usage statistics: approx. $4 per use

27. EBL • How it worked • Purchase generated on 4th view • Blocking anything over $700 • Anything over $50 vetted by library before use • Downloading disabled (by our choice) • Pilot continues • Looking at ways to trim print approval plan with PPV program

28. Common themes • Article Discovery • TOC browse not always available • Blocking subscribed content from PPV not effective • Article Delivery • Delivery was often delayed or failed • Self-directed turn-aways • Cost • Article price display and shopping carts very problematic • Individual article costs excessive

29. Next steps • Article Discovery • Improve end-user experience • Offer TOC browsing • Open URL linking from A&I at article level • Definitive mechanism to prevent double paying for subscribed content. • Article Delivery • Faster PDF delivery without mediation or emails • Fewer failed transactions and vanished content

30. Next Steps • Cost • No article price display or shopping carts • Lower per-article cost • Timely tech support • Improved tracking of spending and user statistics

31. Q&A • We’re pleased to take your questions.