Alliance E-book Service Summer Meeting July 8th, 2015

Agenda Where are we coming from? Where are we going? Q&A Overview of the ebook service Snapshot views on usage Where are we going? What does this all mean? Looking forward Q&A JIM -- not spending much time on this slide but will give quick overview for newcomers of number of years DDA program has been active, role of EWG, etc. Photo by Peat Bakke; downloaded from Flickr Creative Commons

Where we are now: program overview Publishers included: ABC-CLIO Ashgate BRILL Cambridge University Press John Benjamins McFarland & Company NYU Press Oxford University Press SAGE Publications Taylor & Francis University of California Press Wiley JIM -- over time, have constructed publisher pool that accommodates the needs of all Alliance libraries -- although still emphasizing ownership over access, we have diversified our model to include more backlist content via AC -- that diversification came at zero (additional?) cost to members -- discuss tricky balance between adding new publishers and keeping content pool manageable -- have worked to add those publishers requested by Alliance libraries

Where we are now: budget Budget breakdown FY16 DDA $785,000 Ebrary $210,000 Fees $5,000 JIM -- we came in on budget for FY2015! (crowd cheers, moment of mayhem) -- no increases in member contributions for this coming year, holding steady at 1 mil. -- vast majority of our budget still dedicated towards DDA purchases and STLs. -- splinter allocation for ebrary’s AC remains. -- no increase in vendor fees. Mr. Monopoly. Parker Brothers.

Where we are now: annual survey Significant overall program satisfaction (92%) Majority pleased with addition of ebrary Academic Complete (>70%) Those less satisfied reported as issues: low use compared to $ contribution lack of content for some specialties (STEM) DRM / Adobe Digital Editions generally annoying JIM -- the annual survey continues to be a valuable mechanism for gathering member feedback. -- almost 92% of respondents think the overall program is successful - up almost 4% -- over 70% of respondents indicate satisfaction with ebrary AC; less than 7% of respondents were dissatisfied with addition of AC Respondents who see the program as less successful said: overall institutional costs balanced by low use shift in emphasis from ownership to access lack of appropriate content (particularly for highly technical schools)

Where we are now: annual survey “This is truly a consortial effort -- more content than we could ever access/purchase on our own, and it takes minimal effort, on our part, to maintain.” “Patrons have access to many more ebooks than we could afford to buy on our own.” “One success metric I see is that . . . a number of books I investigate to purchase are already available via the O-C program or Ebrary Academic Complete! I recognize that there are issues with the program, but I think it is valuable and worth the investment.” JIM -- first bullet reflects improvements SILS has brought to the program by alleviating past cumbersome workflows at local level. -- members seem happy with the greatly expanded academic publisher pool included in AC. -- backlist AC content appears to be filling a need in our program and is getting used.

Usage/Statistics Cost per Use DDA-only Use FY13 average: $8.62 / use DDA + ebrary Use FY15 average for all members: $3.36 / use KATHI 4 years into DDA - Use increases every year Owned use is now over 50% of all use Improved cost per use each year Adding in ebrary / Academic Complete - further drops cost per use subscription is heavily used

Usage/Statistics: ebrary & EBL ebrary Academic Complete 9/2014 - 6/2015 User Sessions: 245,685 Full Title Downloads: 16,521 Pages Viewed: 3,913,445 Subscription cost: $210,000 EBL DDA 7/2014 - 6/2015 Purchased Titles: 400 $253,240 Browses: 127,166 Short Term Loans: 84,643 $645,054 KATHI Use at all institutions. DDA - STL price increases meant... fewer purchases this year (737 in FY14, 400 in FY15) fewer STLs this year (28,499 in FY 14, 24,208 in FY15) with a similar budget

Usage/Statistics: EBL DDA Wiley Oxford Cambridge Taylor & Francis KATHI 4 publishers represent 65% of currently available unowned titles 82% of FY15 use Numbers will shift with upcoming changes: reduction of price cap = removal of many T&F and Wiley titles

What does this mean? Implications SERIN Talked a little about: What the program looked like this past year, quick snapshot of some statistics and heard about some of the survey results Transition... Ultimately, there is nothing static about either publisher reactions or the ebook marketplace. Those changes are challenging how we manage the DDA collection and keep the service within our budget. Image: https://flic.kr/p/debvm Photo Peter Reed; downloaded fromFlickr Creative Commons

What does this mean? Ebook marketplace Publishers w/ Increased Rates Old 1-Day STL Rate New STL Rate Date Changed ABC-CLIO 10% 15% 1-Nov-14 Ashgate Publishing Ltd 30% 1-Jun-14 Cambridge University Press 1-Jul-14 John Benjamins Publishing Company 25% McFarland & Company, Inc., Publishers 5% 50% 1-Feb-15 NYU Press Oxford University Press SAGE 2-Jan-15 Taylor & Francis Wiley 1-Aug-14 SERIN The cascade of change... At the time of the STL increases, four of the publishers comprised approximately 80% of the DDA title pool (Kathi’s pie chart) - huge budget implications with STL trigger of 15 - We were previously paying roughly about 6 ½ - 7 times list price for each book we purchased (5x multiplier plus STLs) Given the changes in STLs, it’s now about 9 times list price for each title purchased.

What does this mean? Ebook marketplace SERIN Effective March 1st - Wiley removed the right to have STLs for Demand Driven Aquisition programs - virtually non-existent notice. Kathi’s quick action results in a waiver for Orbis, but it takes ProQuest two weeks to fix - Wiley titles are briefly unavailable Following Wiley move, the working group meets in person in May to regroup and strategize

What does this mean? Implications SERIN So, what does this all mean? By mid-April, we had approximately $155,000 left with 2.5 months to go where a busy month expenditures typically near or over 100k (February almost $112,000) Actions taken to control spending (with goal to reduce pool with minimal disruption, stop purchasing): removal of ebrary duplicates from the DDA pool removal of titles over our price cap with no browse/use since January 2015 stop purchasing stop titles coming into the pool May 13th - meeting of everyone on the ebook working group along with Mike Olson, Chair of Shared Content Team Message: We can’t continue as is. Goal: review survey data, brainstorm options and finalize a list of goals/objectives for the team to use when considering new options https://flic.kr/p/8L8Cgn Photo by Greg Westfall; downloaded from Flickr Creative Commons

What does this mean? Next steps Goals & Objectives: May, 2015 Build a broadly useful collection Diversify publisher list Improve cost stability and predictability Improve percentage of budget devoted to purchase Reduce barriers to access (ADA, interface, DRM) Reduce impact of fluctuating title pool SERIN What are the parameters, the important pieces of information that we’ve heard from surveys, from individuals, from patrons at our own institutions that will help guide decision-making over the next year? needed a way to measure and compare different options

What does this mean? New challenges Publisher embargoes Price changes More expected over the coming year SERIN Huge emphasis on preserving revenue related to front lists. Publisher embargo: Brill 12 month front list, NYU Press 18 month front list no longer available for STLs Sage increasing prices to 150% of list Similar announcements are expected. https://flic.kr/p/fqXVk1 Photo by stavos; downloaded from Flickr Creative Commons

What does this mean? Changes for FY16 Publishers for FY16: ABC-CLIO Ashgate BRILL Cambridge University Press John Benjamins McFarland & Company NYU Press Oxford University Press SAGE Publications Taylor & Francis University of California Press Wiley Additional changes to DDA pool: Price cap of $200 Removal of 2012 & older titles Removal of titles over price cap Negotiations on multiplier & trigger Photo by tracyshaun; downloaded from Flickr Creative Commons SERIN Managing and reconfiguring the pool for FY16 has been a top priority - avoiding mid-term title withdrawals AND halting purchases Removal of Brill & NYU Press titles due to front list embargoes Removal of SAGE titles due to price increases Dropping the price cap from $ 250 to $ 200 Removal of all titles over $200 Removal of 2012 and earlier titles in our annual pool reduction Negotiations in process to reduce our multiplier to 4 and trigger max to 11 (for almost all publishers) Neil Christensen (Univ. of California Press) comment: “Essentially every dollar you spend is a vote for a particular business model.” Image: https://flic.kr/p/6BH6Kq

Accomplishments Centralized management of DDA records in NZ Finalized walk-in policy for all Alliance institutions Finished the FY within budget “Success Kid” [meme]. Original photo taken by Laney Griner. AMY Centralized management of DDA records in NZ Finalized walk-in policy for all Alliance institutions All Alliance institutions are allowed but not required to provide walk­‐in access to visiting patrons. This is in accordance with the Alliance ProQuest license and is up to each individual institution to implement locally. There are no specific visiting patron restrictions for printing or copying aside from those already in place for all patrons. Finished the FY within budget - adjustments worked!

Looking Forward Next 6-8 months we will be investigating: Consortial evidenced based purchasing in practice Publishers/platforms experimenting or committed to evidenced based purchasing Online programs across Alliance institutions Nursing/allied health programs across Alliance institutions Continue negotiations and evaluation of trigger and multiplier for current DDA AMY Looking at other platforms, publishers (including JSTOR, Springer, etc.)

Looking Forward ProQuest Ebook Central [EBL + ebrary] Late Fall 2015; transition Q4 (consortial later Q4) AMY ProQuest Ebook Central = merged EBL & ebrary Sneak peek + timeline ProQuest Confidential ProQuest Confidential

Looking Forward Communicating with the membership Email listserv Shared Content Team reps Surveys? Open calls for discussion? AMY changes in communication - email listservs from ebook to shared content representatives - we’re looking to the representatives to share feedback from their institutions Photo by peterned; downloaded from Flickr Creative Commons

Q&A / Discussion If this program changed, what changes would you want to see? Tell us your thoughts and ask any questions you may have. AMY What are the preferences re: ownership and access? Is ownership still a primary goal? How does access come in to play? Do you already have experiences with some of these vendors (publishers, platforms, etc.) we may be negotiating with in the future? If so, what are your thoughts about their products? (Project MUSE, Springer, JSTOR, etc.) Do you have subject- or program-related ebook acquisitions thoughts or questions? (Are there additional Alliance-wide programs that should be supported beyond nursing/allied health and online ed?) Photo by Marcus Ramberg; downloaded from Flickr Creative Commons