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CDL and Portico

CDL and Portico. Ivy Anderson California Digital Library ICOLC Spring 2006 Philadelphia. Why Do We Care about E-journal Archiving?. To protect our investment CDL licenses 6,876 e-journals on behalf of ten UC campuses, comprising:

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CDL and Portico

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  1. CDL and Portico Ivy Anderson California Digital Library ICOLC Spring 2006 Philadelphia

  2. Why Do We Care about E-journal Archiving? • To protect our investment • CDL licenses 6,876 e-journals on behalf of ten UC campuses, comprising: • 80% of UC libraries’ shared investment in e-resources ($19+ million) • 33% or more* of overall materials budgets at all 10 campuses *centrally-purchased titles only

  3. Why Do We Care about E-journal Archiving? • Print cancellations are accelerating • Shared print archives are an inadequate substitute • Declining perceived value • extremely low use & relatively high processing costs • Better uses for collection funds • E-versions are diverging from print • Relying on publishers is a bad idea • Some backfile is already becoming orphaned

  4. Why Not Do It Ourselves? • UC Digital Preservation Repository (DPR) 2004 report outlined a plan for experiments in ejournal archiving, but: • Too expensive • Too hard • UC-created content is our first priority / responsibility • Other material at greater risk of loss • No local access mission to justify / require a local data store • Better suited to a community endeavor

  5. Why Portico • Trusted repository with access triggers • Opportunity to test the model and contribute to its development • Portico has good ingredients for success • Backing / Imprimatur • Relationships • Infrastructure • 25% founders’ discount for five years (in 2006 only) • Portico already has publisher commitments for 50% of UC shared e-journals

  6. Number of UC Tier 1 licensed journals covered by Portico: 3,066 -- 45% Number of UC Tier 1 licensed journalsnot covered by Portico: 3,810 -- 55% Mitigating Risk: Scope 45% of UC Tier 1 (Systemwide) Licensed Journals Covered by the Portico Service

  7. Dollar amount / percent of UC Tier 1 licensed journals covered by Portico: $10,625,287 -- 57% Dollar amount / percent of UC Tier 1 licensed journals not covered by Portico: $8,141,652 -- 43% Mitigating Risk: $$$ 57% of UC Tier 1 Licensed Journal Expenditures Covered by Portico Service

  8. Dark vs. Light • Portico tried to go light and failed due to publisher resistance • Deferred access model allows Portico to concentrate on archival functions • Funding = accountability • Archiving is what Portico is being paid to do • Good audit procedures will be key

  9. Portico Access Triggers:Time-Delayed Lighting? • For all Portico subscribers: • When a publisher ceases operations and titles are no longer available from any other source. • When a publisher ceases to publish and offer a title and it is not offered by another publisher or entity. • When back issues are removed from a publisher’s offering and are not available elsewhere. • Upon catastrophic failure by publisher delivery platform for a sustained period of time. • Prior subscription to the affected content is not necessary for access • Prior subscribers to content only: • Post-cancellation access in case of termination • All participating publishers but one have agreed to this

  10. Portico Fees • Publishers • Modest annual fee based on total journal revenue from all sources • $250 - $75,000 • Libraries • Tiered fees based on total annual library materials expenditure (LME) - $24,000 maximum • Library systems: ‘common ratio’ based on LME of flagship library • Consortia: 7.5% discount [sic: now 5%?]

  11. Portico Costs at UC

  12. Portico Content and Status • Eight publishers so far • Am Anthro Society, Am Mathematical Society, Elsevier, BE Press, OUP, Symposium Journals, UKSG, Wiley • 3,000 titles committed • all back to v.1 in “fact or principle” • Launch planned Summer 2006 • Won’t be much there, there • AMS journals are initial focus

  13. Participation Practicalities • Sign Portico License Agreement • Develop audit routines / tools • Monitor publisher participation / content development • Track title volatility • Will Portico become an access repository for orphaned titles? • Determine requirements for • Cataloging • Linking • ERMS record-keeping

  14. When Can We Stop Shared Print? • As soon as we start paying Portico? • When the relevant content is in Portico? • When Portico achieves self-governance status (2-3 years)? • When auditing and certification measures are reliably in place? • We’ll know it when we see it?

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