1. Presentation for ICOLC 23 April 2007 Presented By: Rod Gauvin Sr. Vice President, Publishing Copyright © 2007 ProQuest-CSA LLC. All rights reserved. Confidential and Proprietary Material of ProQuest CSA designed for presentation purposes only. Reproduction without prior written permission of ProQuest CSA is strictly prohibited by law

2. Proprietary and Confidential ProQuest Information & Learning 2 Agenda ProQuest CSA digital experience  Internal new products  External products – acquisitions/distribution Alternate pricing models Benefits of consortia Questions Confidential Information – ProQuest CSA

3. Proprietary and Confidential ProQuest Information & Learning 3 Product Timeline 1971 1985 1995 1999 2000 2001 20052007 ABI ONLINE EEBO APS SANBORN HNPBRITISH PERIODICALS CIVIL WAR ABI INDEX A/I CD ETHNIC NEWSWATCH FACTIVA SAFARI BLACK NEWSPAPERS MYLIBRARY ABI FULL TEXT CD JUKE BOXES BLACK STUDIES Confidential Information – ProQuest CSA ILLUSTRATA CSA SAGE CSA SOC ABS

4. Proprietary and Confidential ProQuest Information & Learning 4 Digital Products Subscription ProQuest Factiva Safari MyILibrary Ethnic NewsWatch Purchase EEBO PAO APS C/H: British Periodicals Parliamentary papers 19 th Century 20 th Century HNP Confidential Information – ProQuest CSA

5. Proprietary and Confidential ProQuest Information & Learning 5 PQ Historical Newspapers: Creating the Definitive Digital Archive  New York Times (1851-2003)  Wall St. Jnl. (1889-1987)  Washington Post (1877-1988)  Christian Science Monitor (1908- 1991)  Los Angeles Times (1881-1984)  Chicago Tribune (1849-1984)  Atlanta Constitution (1868-1925)  Boston Globe (1872- 1922)  Chicago Defender (1909-1975)  Hartford Courant (1764-1984)  The Zeeland Record (1893-1984)  The New York Tribune (1900-1910) Confidential Information – ProQuest CSA

6. Proprietary and Confidential ProQuest Information & Learning 6 Historical Newspaper Program Scale Digitized to date – more than 15 million pages of historical newspaper content Created more than 125 million digital documents Doubled the size of ProQuest CSA data holdings 20 terabytes of data and growing HNP NYT – typical 20K FTE ARL = $12,400 Confidential Information – ProQuest CSA

7. Proprietary and Confidential ProQuest Information & Learning 7 Early English Books Online Over 125,000 titles comprising virtually every work published in England or in English between 1475 - 1700 Database includes page images of works and meta-data to search for items Business model – Annual subscription or permanent archive Typical 20K FTE ARL = $17,000 Confidential Information – ProQuest CSA

8. Proprietary and Confidential ProQuest Information & Learning 8 American Periodical Series Digital collection of over 1,100 American periodicals that began publishing between the years 1741-1900. APS Online extends the popular American Periodical Series I, II and III microfilm collections that span 7,000,000 pages. Database includes images of each page/article of every issue Page images have been zoned when appropriate Article are categorized and OCR’d Business model – Annual subscription and permanent archive Typical 20K FTE ARL = $21,300 Confidential Information – ProQuest CSA

9. Proprietary and Confidential ProQuest Information & Learning 9 House of Commons Parliamentary Papers Parliamentary Papers are an essential primary source for Britain, its colonies, and the wider world They are the working documents of government for all areas of social, political, economic and foreign policy Searchable full text for the entire file of Parliamentary Papers from 1801-2007 (almost 200,000 documents, 9.3 million pages) Full indexing, including subject terms, using Peter Cockton’s Subject Catalogue of the House of Commons Parliamentary Papers, 1801-1900 Business model – Annual subscription or permanent archive Confidential Information – ProQuest CSA

10. Proprietary and Confidential ProQuest Information & Learning 10 Periodical Archives Online Digitized full-run backfiles of over 500 scholarly journals covering the humanities and social sciences Earliest journal dates back to 1802 Digitized at the page and article level Articles are categorized and OCR’d Available in collections of 75 titles each Business models – Annual subscription or permanent archive Typical 20K FTE ARL = $19,500 (Collections 1-6) Confidential Information – ProQuest CSA

11. Proprietary and Confidential ProQuest Information & Learning 11 Black Newspapers Program Full historical runs of 5 Black Newspapers of primary importance in American History  Chicago Defender 1910-1975  New York Amsterdam News 1922-1993  Pittsburgh Courier 1911-2002  Los Angeles Sentinel 1946-1991  Atlanta Daily World 1931-1995 Cross-searchable with all other ProQuest CSA historical newspapers Provides coverage not present in the mainstream press Release Summer 2007; permanent archive and subscription models Confidential Information – ProQuest CSA The New York Amsterdam news provided complete coverage of the appointment of Carl Rowan to head the USIA on January 25 th, 1964

12. Proprietary and Confidential ProQuest Information & Learning 12 Civil War Era Full text of eight key regional newspapers of the era (1840-1865) and two major pamphlet collections  Charleston Mercury, Richmond Dispatch, Times-Picayune, Boston Herald, New York Herald, Columbus State Journal, Charleston W.Virginia Free Press, Kentucky Daily Journal  Slavery and Anti-Slavery Pamphlets from the Libraries of Salmon P. Chase and John P. Hale and Civil War Pamphlets 1861-1865 Primary sources that take research beyond the battles into the 19 th- century forces that moved the nation toward this conflict Releasing Spring 2007; permanent archive and subscription models Typical 20K FTE ARL = $6,500 Confidential Information – ProQuest CSA Image

13. Proprietary and Confidential ProQuest Information & Learning 13 Database Selling Models Subscription  Annual subscription fee allows customer to maintain access to the content  Databases continuously updated  Does not include ownership of the database  Does not include rights to bulk download content or load locally for institutional use Perpetual Archive  Includes ownership in perpetuity the content, associated meta-data, images  Does not include ownership of the search technology and/or the interface  Allows libraries the right to use the content as they see fit provided they adhere to the terms of the ProQuest CSA license agreement  Allows for local loading of the content, meta-data and images onto a local server for institutional access Confidential Information – ProQuest CSA

14. Proprietary and Confidential ProQuest Information & Learning 14 Pricing Components for Perpetual Archive Databases One Time fee  One time charge for the ownership of the content, meta-data, and images Data fee (many products)  Covers in-copyright content, new data, and additional ownership Access fee  Covers ProQuest CSA costs to serve content to customers Confidential Information – ProQuest CSA

15. Proprietary and Confidential ProQuest Information & Learning 15 Access Fees Software licensing, copyright and legal issues Storage / hosting costs E-formatting and technology development Search / browse technology User interface enhancements & new features 24/7 access to the content Bandwidth for faster searching Authentication/LAD and usage reporting Technical support / webmaster queries COST for ProQuest CSA VALUE for customers Confidential Information – ProQuest CSA

16. Proprietary and Confidential ProQuest Information & Learning 16 Perpetual Archive License – Example: ProQuest Historical Newspapers – New York Times Out of CopyrightIn Copyright 18511922 1926 2003 2004 1927 Access Fees Data FeesOne Time Fee Out of CopyrightIn Copyright Confidential Information – ProQuest CSA

17. Proprietary and Confidential ProQuest Information & Learning 17 Perpetual Archive License – Example: House of Commons Parliamentary Papers 19 th & 20 th Century 19 th Century HCPP 18001899 Access Fees One Time Fee Out of Copyright 19002004 Access Fees One Time Fee Out of Copyright 20 th Century HCPP No Data Fees Confidential Information – ProQuest CSA

18. Proprietary and Confidential ProQuest Information & Learning 18 ProQuest CSA Stays Connected to Market Need Standing advisory boards comprised of industry thought leaders – provide strategic direction Annual surveys to understand customer perception about ProQuest CSA and competitors. Panel of 1,200 librarians Continuous customer touch points to understand trends and what is really driving decision-making:  End user study  Perpetual Archive quantitative funding survey  Digital repository quantitative survey Confidential Information – ProQuest CSA

19. Proprietary and Confidential ProQuest Information & Learning 19 Large Retrospective Digital Collections ProQuest CSA continues to innovate/evolve pricing models Earliest vendors to offer purchase model Alternate models Confidential Information – ProQuest CSA

20. Proprietary and Confidential ProQuest Information & Learning 20 Early English Books Text Creation Partnership Opportunity to partner with the academic community to create searchable ASCII text for 25,000 works in EEBO Lead partners included University of Michigan, Oxford University and ProQuest CSA Over 100 additional partner institutions Partner institution contribute $50,000 to the partnership over 5 years ProQuest CSA matches a percentage of each partner’s contribution Money generated goes toward re-keying of texts selected by the TCP All partners “own” the re-keyed texts Texts will move into the public domain 5 years after the project is completed Confidential Information – ProQuest CSA

21. Proprietary and Confidential ProQuest Information & Learning 21 John Johnson Collection of Printed Ephemera Partnership between Oxford University and ProQuest CSA using grant money from the JISC  JISC made funding available for projects that digitized collections important for academic research. This included a funding requirement for an on-going model to sustain the digital collection in perpetuity JISC provided funding for the preservation, creation of meta-data and digitization Oxford provides the expertise to preserve and create the meta-data ProQuest CSA provided the digitization services ProQuest CSA assumes the costs for the creation of the interface, search technology and the on-going hosting of the content ProQuest CSA provides “free” access to the United Kingdom and sells the content outside of the UK Sales outside of the UK market support the on-going hosting of the content and pays a royalty back to Oxford. Confidential Information – ProQuest CSA

22. Proprietary and Confidential ProQuest Information & Learning 22 Contributory Model HNP Hartford Courant (1764-1922) State Library of Connecticut lead initiative to collect funds (including foundation support) and ProQuest CSA digitized the Hartford Courant public domain and hosts file for all Connecticut residents Cost effective manner to digitize valuable local content set Confidential Information – ProQuest CSA

23. Proprietary and Confidential ProQuest Information & Learning 23 Why Did State Library of Connecticut Make This Decision? ProQuest CSA platform ProQuest CSA manufacturing expertise High quality at a lower cost Potential to have the in-copyright content ProQuest CSA relationship with the publisher Confidential Information – ProQuest CSA

24. Proprietary and Confidential ProQuest Information & Learning 24 Pricing For Consortia What drives vendor behavior? How do we determine discount? Confidential Information – ProQuest CSA

25. Proprietary and Confidential ProQuest Information & Learning 25 Factors One centralized purchase vs. many purchases One EPLA Usage # of accounts and set up Reporting requirements Confidential Information – ProQuest CSA

26. Proprietary and Confidential ProQuest Information & Learning 26 Scenarios Assume scholarly product/high quality and depth – principal audience is an ARL. If buying consortia is multi- type and includes libraries that would not normally/likely purchase the product, ProQuest CSA will view deeper discounts favorably -- incremental business Assume a narrow single type consortia that operates as a buying club (more administration), ProQuest CSA will likely grant more modest discount Between these scenarios are a range of options/scenarios Confidential Information – ProQuest CSA

27. Proprietary and Confidential ProQuest Information & Learning 27 Questions? Thank you! Confidential Information – ProQuest CSA Rod Gauvin Sr. Vice President, Publishing Telephone: 734-997-4870 Email: rod.gauvin@il.proquest.com