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Managing Print Serials . Has always been challengingIs even more challenging as we transition from print to electronic format. What are the Issues During the Transition from Print to Electronic Journals? . Should print issues be Discarded?Retained? ?when an electronic version of a jo
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1. Managing Print Serials During the Transition from Print to Electronic Presented by
Anna M. Schein
Head, Periodicals Department
West Virginia University Libraries
aschein@wvu.edu
2. Managing Print Serials Has always been challenging
Is even more challenging as we transition from print to electronic format
3. What are the Issues During the Transition from Print to Electronic Journals?
Should print issues be
Discarded?
Retained?
…when an electronic version of a journal is available
4. Should print issues be DISCARDED? Considerations:
Is the content of the electronic version the same as the content of the print version?
2. Can the electronic version be used to fulfill an interlibrary loan request?
5. Should print issues be RETAINED? Considerations:
1. Does the electronic version have the same content as the print version?
2. Can the electronic version be used to fulfill an interlibrary loan request?
3. Is there an embargo on the latest issues
of an electronic journal?
6. What are the NON-SUBSCRIPTION COSTSof Retaining Print Issues? Shelf space
Personnel resources
Processing time: level of commitment to print version:
1. check-in
2. claiming, replacement issue ordering
3. binding, preservation microfilming
7. If Print Issues are Retained… Should They be Stored in a Deep or a Light Archive?
Deep archive—Non-circulating depository
What is the impact on the user of storing print issues housed in a non-circulating depository?
Light archive—Circulating library stacks
What is the impact on the last archival print copy
when it is accessible to the public?
1. Volumes subject to additional wear
2. Volumes becoming lost, etc.
8. Shared Consortium Responsibility for Print Journal Archives
What are the TERMS OF THE AGREEMENTS?
What is the IMPACT OF PRESENT-DAY AGREEMENTS which involve a FUTURE COMMITMENT at the:
Individual library level
Consortium level
State level
National level
9. Transitioning from Print to Electronic Journals
Where are we now?
In the Periodicals Department
Downtown Campus Library
West Virginia University Libraries
Morgantown, WV
10. Transitioning to Electronic Journals: 2003 Periodicals Department Activities
Began to study the issues:
Check-in, claiming, ordering lost issues, etc.
Binding vs. Shrink-wrapping journals
Embargo for latest issues of some e-journals
Retaining the last archival copy in our Offsite Depository
At the Fall 2003 PALCI meeting, Schein presented a coauthored (Blake and Schein) proposal for a PALCI activity to study the issue
11. 2004 WVU Periodicals Department –Continuing to study the issues:
Schein championed PALCI proposal at the 2004 PALCI spring meeting—awaiting decision from PALCI board
With Mary Strife, made site visit to Penn State offsite depository to see their workflow for shrink-wrapping current print journal issues
12. Fiscal Year 2004-2005 WVU Libraries Materials Acquisitions Budget
Serials account for:
75.5% of the total Acquisitions Budget
13. Fiscal Year 2004-2005 WVU Libraries Materials Acquisitions Budget
Electronic serials resources expenditures total:
22.1 % of total serials budget expenditures
*This is typical for most academic libraries today.
14. Fiscal Year 2004-2005 WVU Libraries Materials Acquisitions Budget
A clear majority of periodicals received by
the Periodicals Department
ARE STILL RECEIVED IN PRINT
15. Fiscal Year 2004-2005 WVU Libraries Materials Acquisitions Budget Percentages by Number of Titles
49.21% Periodicals Department
14.90% Libraries’ Standing Orders
30.70% Evansdale Library
3.93% Math
0.40% West Virginia Collection
*Smaller departments not included
**These percentages reflect EBSCO subscriptions only and do not include direct subscriptions from the publisher, gifts, or government documents
16. Fiscal Year 2004-2005 WVU Libraries Materials Acquisitions Budget Percentages by Dollar Amount
54.19% Periodicals Department
2.16% Libraries’ Standing Orders
36.32% Evansdale Library
6.82% Math
0.09% West Virginia Collection
*Smaller departments not included
**These percentages reflect EBSCO subscriptions only and do not include direct subscriptions from the publisher, gifts, or government documents
17. 2004 How does the
West Virginia University Libraries transition compare with what is happening nationally?
Report from:
The Charleston Conference:
“All the World’s a Serial”
Nov.3-6, 2004, Charleston, South Carolina
18. November 2, 2004 Charleston Conference Preconference:
“The Journals Revolution: a Primer”
“A Snapshot of Journals and Their Alternatives”
presented by Dr. Carol Tenopir, ctenopir@utk.edu
University of Tennessee
*Carol’s handout distributed in this WVLA session with the permission of the presenter
19. Charleston Conference 2004 Statistics from Dr. Carol Tenopir’s presentation at the Charleston Conference
190,000 active journals
21,800 refereed journals
11,700 active online refereed periodicals (1/2 of peer reviewed journals have online version)
4,000 are e-only
20. Charleston Conference 2004 Dr. Carol Tenopir outlined two journal models:
Journal Model (individually or in a package)—subscription to journal, library owns
Article Model—accessed through search engine, library pays to access, does not own
21. Charleston Conference 2004 Dr. Carol Tenopir shared her research results:
Subject experts are
Are reading more articles
Use of print vs. electronic varies by discipline
Value peer review
Print vs. Electronic readership:
General university faculty: 63% electronic
Astronomers: 80% electronic
Medical faculty: 25% electronic
22. Charleston Conference 2004 Dr. Carol Tenopir’s research results (continued):
All users:
Use some print in addition to electronic sources
Print articles they want to spend more time reading
23. November 2, 2004 Charleston Conference Preconference:
“The Journals Revolution: a Primer”
“Libraries and Other Intermediaries”
presented by
Carol Hansen Montgomery, Ph.D.
Dean of Libraries, Drexel University
*Carol’s handout distributed in this WVLA session with the permission of the presenter
24. 2004 Statistics from Dr. Carol Hansen Montgomery’s presentation:
Transition from Print to Electronic at Drexel:
Less than 300 print journals in 2004
In Print: only what is not available electronically, fine arts journals, library journals (MLIS degree offered at Drexel), general popular magazines)
25. 2004 Dr. Carol Hansen Montgomery’s statistics (Continued):
Extent of General National P to E Migration
2003: Publisher report: 20% e-only subscriptions
2004: LJ: Libraries canceling print with abandon; EBSCO: 40% of subs involve electronic
26. 2004 Dr. Carol Hansen Montgomery’s research findings
Print-related savings:
Check-in
Claiming
Binding
Shelving
Collecting statistics
Storage costs***(Highest print-related cost over time)
27. Charleston Conference 2004Report on Transition to E-Journals
Some general observations:
Those who transitioned to e-only:
Are happy with their decision
Have local administrative support
Are not concerned about ILL implications
Are not concerned about archiving print at the local, state, or consortium level
28. Charleston Conference 2004Report on Transition to E-Journals
Those who have retained print as primary medium:
Are happy with their decision
Have local administrative support
Are more concerned about ILL implications
Are more concerned about archiving print at the local, state, consortium, and national levels
29. Predictions for Future Transition Anticipate more rapid transition in the future to electronic journals--particularly in the STM subject areas
Pricing structures are changing, publishers are offering more attractive e-only subscription prices, some unbundling of larger packages
30. Predictions for Future Transition 2005 is a “wait and see” year:
Stability of e-journal archives is still a major concern
ILL implications
Embargo on current issues
Discard paper issues—libraries are increasingly more inclined to discard paper issues when an electronic version is available
What will be the impact of open access journals (will “author pay to publish” model impact and/or change the traditional peer review process?)
31. Predictions for Future Transition Print journals will still be around for at least another 10 Years
Why?
Print more portable
Is still the preferred medium for reading journal articles
E-journal archive is unstable
32. Transition to E-Journals for the WVU Periodicals Department 2005 will be a “wait and see” year
Will continue to monitor national trends:
Will assess which is the preferred medium for readers vs. cost of print vs. electronic journals
Will look at pricing structures prior to renewal time
Will consider stopping check-in for journals which the libraries do not retain permanently
Will probably print bind “print-only” journals first
33. Questions Anna M. Schein
Head, Periodicals Department
Downtown Campus Library
West Virginia University Libraries
aschein@wvu.edu
For additional information on Charleston Conference presentation handouts, please contact:
Dr. Carol Tenopir, University of Tennessee at Knoxville
Dr. Carol Hansen Montgomery, Drexel University
Thanks to both for granting me permission to share their research results at WVLA!