earnestly seeking greater flexibility: the pros and cons of pay-per-view journal access

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Earnestly Seeking Greater Flexibility The Pros and Cons of Pay-Per-View Journal Access Concurrent Session 34th Annual Charleston Conference -- 6 November 2014 Marija Markovic Acute Source, Inc. Steve Oberg Wheaton College (IL)

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Earnestly Seeking Greater Flexibility

The Pros and Cons of

Pay-Per-View Journal Access

Concurrent Session

34th Annual Charleston Conference -- 6 November 2014

Marija Markovic

Acute Source, Inc.

Steve Oberg

Wheaton College (IL)

What we will cover...

● Overview of PPVo Types of content

o Pricing models

o Implementation

options

o Challenges

o Pros and Cons

● Exampleso Academic

o Corporate

● Takeawayso Greater flexibility

o Greater access

o A bit more for library

to manage

First, a little background info...

Marija…copyright law and library services

consultant with corporate library experience.

Steve...currently works at Wheaton College (IL)

as e-resources and serials librarian.

Types of Pay-Per-View (PPV) content

● journal articles

● ebook chapters/sections

● reference works

● streaming video

Our focus for this presentation will be on PPV

for journal articles.

Pricing models

● Prepaid token

bundle purchase

● Postpaid

● Institutional credit

card (on demand)

● New option: article

rentals

Implementation options● Activated/open for use to all library users

● Activated/open for use to selected super

users/mediating access for the wider audience. Super

users can be internal (library staff) or external

(document delivery supplier)

● Technical aspects of implementation option (applicable

to either one)

● Dependent on library’s budget model (are individual

library users charged back for this type of service, or

does the library absorb the cost)

Implementation challenges

● Pricing: estimating potential usage

● Differing PPV verbiage among vendors

● Implementation

o Open-to-all: potential to deplete the bundle faster

than anticipated

o Open-to-super users: implementing steps for

mediation (an extra step, a delay for library user),

technical aspect of implementation, different

challenges for internal super users (library staff) vs.

external super users (document delivery supplier)

● Perfect solution for

shrinking budgets:o Cost savings and fulfillment

of users’ content needs in

one when no subscription is

available

● Lower cost per article than

individual article purchases

through document delivery

suppliers/ILL or publishers’

web sites

PPV Pros and cons

● Even without a

subscription, user still

has easy/quick access

to content

● Often provides complete

backfile access

● Good collection

development tool, helps

analyze true usage of

content

● Requires significant ongoing oversight and negotiation

with vendors

● Library does not have ownership rights to PPV content

● May impact budget structure: Once funds for tokens are moved

to the part of the budget dedicated to external services/PPV services, it

may be difficult to get it “back” into the part of the budget dedicated to

subscriptions (if it is determined that a resource is less expensive via a

subscription than via PPV).

PPV Pros and cons, continued...

PPV Pros and cons, continued...

● Access for users may not always be as straightforward

as purchased/subscribed access

● User can’t readily determine difference between

subscribed and PPV content access depending on PPV

setup choices (this is both good and bad)

● Still somewhat limited number of vendors who support

institutional PPV

● Need to understand usage data over time to see

patterns/trends

Let’s look at

some examples

Example #1: Academic

Example #2: Academic

Example #3: Corporate

● Key piece of the journal collection development puzzle

● In the cost-per-use analysis, cost comparison of subscription

vs other options, triggered by pre-determined cost threshold ● Example: If the cost threshold is $35, options are reviewed for any journal

where cost per use is $35 and higher:

○ Cost per use of article (via subscription), $35

○ Document delivery vendor cost, $45

○ Individual article order via publisher, $40-50

○ PPV account, $15 per article (for a prepaid token bundle)

● PPV Pro: Selecting the most cost effective solution○ A reversed example: substituting journal collection subscription with a PPV account due to

budget reduction: Journal subject collection, Publisher X, cost, $40,000, article cost per

use, $5.

Example #4: Corporate, continued● Corporate library budget models:

○ Budget is allocated to other functional areas annually

○ All of the library costs are charged back to users

○ Library absorbs all the cost

○ Mixed models: combinations of the above

● Example: Budget types impact the implementation of PPV:

○ Forces a restricted PPV account (via an intermediary)

○ More complicated technical aspect of access

■ Maintenance of user data

■ User experience (forms, different platforms)

■ Troubleshooting

What are some takeaways?

Greater budget flexibility

Greater access for users

A bit more for library to manage

Questions?

Contact us

Marija Markovic

[email protected]

Steve Oberg

[email protected]

Twitter: @TechSvcsLib