1. CONFIDENTIAL SM September 21-22, 2000 ICOLC

2. SM Agenda Background Service Summary Collection development and management Features Search, research, and citation tools Questia Demo Sneak Preview Business Model For publishers For subscribers Professional relationships Benefits, Close and Discussion

3. SM Questia History Initial idea – Harvard Law Review, 1997 Today –$135 million in funding –More than 240 people –Experienced, proven management team –Offices in Houston, New York, and Los Angeles

4. SM Questia is building the first-of-it's-kind online research service complete with a library of 50,000 scholarly books and journals, along with a suite of writing tools that makes writing papers faster and easier. Questia is providing a subscription service that will revolutionize how academic research is done by enabling students worldwide to simultaneously search, access and interact with hundreds of thousands of important books and journals anywhere, anytime. Corporate Vision

5. SM Covers initial search through paper writing Unlimited simultaneous access Launch date January 2001 The indispensable online research service to create high-quality research papers faster and easier. Topic Exploration Writing Organization Research Questia Overview

6. SM Summary of Service Collection of academic books and journal articles –Liberal Arts –Full text –Non-fiction and literature –Public domain and copyrighted –In- and out-of-print –All time periods –Reference tools – dictionary, thesaurus, encyclopedia –50,000 titles at launch, expanding to 250,000 by 2003 Research and writing tools that leverage established student research and writing methods

7. SM Liberal Arts Collection Literature and Language History, Political Science, Government, and Law Psychology and Sociology Communication, Media, and Theater Area, Ethnic, and Gender Studies Philosophy & Religious Studies Economics Education Anthropology, Archaeology, and Classical Studies Geography and Ecology Art and Architecture Music and Dance

8. SM Collection Management Team Team Experience: Carol Hughes – 25 years professional experience University of Michigan University of Iowa Nancy Buchanan – 12 years professional experience Texas A&M University University of Houston Suzan McGinnis – 10 years professional experience Texas Tech University Augustana College Jeff Sowder – 15 years professional experience Columbia University University of Central Florida Nancy Bounds – 20 years professional experience Sam Houston State University

9. SM Collection Development Policy Overall goal: To develop a collection that provides substantial coverage of high quality information for most post- secondary core curriculum course assignments Considerations for shaping the collection include: –Notable books –Widely-cited titles –Widely-held titles –Recommendations from faculty and librarians –Titles from reputable commercial and academic presses –Co-citation analysis

10. SM Collection Development Process Analysis of Academic Library Collections Librarian and Professor Recommendations Analysis of Undergraduate Courses Questia Collection Questia Collection Development Librarians Collection Development Tools

11. SM Collection Development Process Analysis of Academic Library Collections Librarian and Professor Recommendations Analysis of Undergraduate Courses Questia Collection Questia Collection Development Librarians Collection Development Tools

12. SM Collection Development Process Analysis of Academic Library Collections Librarian and Professor Recommendations Analysis of Undergraduate Courses Questia Collection Questia Collection Development Librarians Collection Development Tools

13. SM Collection Development Tools Collection Development Process Analysis of Academic Library Collections Analysis of Undergraduate Courses Questia Collection Questia Collection Development Librarians Librarian and Professor Recommendations

14. SM Collection Development Process Analysis of Academic Library Collections Collection Development Tools Analysis of Undergraduate Courses Questia Collection Questia Collection Development Librarians Librarian and Professor Recommendations

15. SM Collection Development Process Analysis of Academic Library Collections Librarian and Professor Recommendations Analysis of Undergraduate Courses Questia Collection Questia Collection Development Librarians Collection Development Tools

16. SM Collection Management Process Select Titles Identify Copyright Secure Digital Copyright Acquire Copy of Text Digitize Text XML Tag Text Integrate Text Into Service Starting with the selection of titles, each step in the process requires advanced logistical planning and experience

17. SM Digitization Process eXtensible Markup Language (XML) Leading technology Adaptable and robust Allows for in depth, quality searches Quality control Original pagination Multiple quality checks by numerous departments

18. SM Maintaining the Collection Regular collection and metadata evaluation Several methods will be used: –Search effectiveness and efficiency reports –Professor and librarian collection reviews –Automated collection analysis Benchmarking against database holdings of selected libraries CRM / usage and user metrics Input of Library Advisory Board

19. SM Questia Tools

20. SM Search Tools Search process is student-friendly Can search by: –Word or phrase –XML tags –Media type –Publication date –Library of Congress subject headings/classifications –ISBN/ISSN –Advanced techniques Boolean, truncation, adjacency

21. SM Research Tools Cross-reference links Markup tools Organization folders

22. SM Citation Tools Copy and paste from any text page to word processing program or Questia notepad Citation tools –Correct reference in appropriate citation style –References linked to cited page

23. SM Business Model

24. SM Basic Elements Targeted to individual students –Personal space –Customized Subscription-based service Innovative copyright payment model Partnerships

25. SM Subscription Pricing Principles Unlimited Access Various Subscriptions and Prices –Range of time blocks –Similar to ISP or cell phone Search is Free –Powerful tool –Supplement library research

26. SM Royalty Structure Royalties on a per page view basis Total royalty pool based on total subscription revenues Royalties per title based on ratio of its page views over the total page views of service

27. SM Publisher Value Propositions Incremental revenue stream –Royalties generated per page view –New revenues for out-of-print titles –Awareness promotes purchases of print versions

28. SM Publisher Rights Secured University Presses –Oxford –University of Chicago Press –Columbia University Press –Duke University Press Journals –Social Forces (UNC) –American Economic Review (AEA) –Perspectives on Political Science –Journal of Social Psychology (Heldref) –Explicator (Heldref) Commercial Presses –Pearson Education UK –Academic Press –Lawrence Erlbaum Associates –Aldire de Gruyter

29. SM Intellectual Property Protection Online issues Thorough copyright research –By individual title –Research done internally Protection of texts on the service –Cannot download to hard drive or e-mail –Print only one page at a time

30. SM Partnerships Librarians Professors Publishers Distribution Partners WebCT

31. SM Questia Benefits Students 24/7 access Tools to facilitate research papers Unlimited access Customizable folders/ personalized space Librarians Academic full-text collection Free access to search Enhances library collection Unlimited simultaneous users

32. SM Close Questions and Answers Follow-up questions ? 1.www.questia.com 2.Librarian Team Contacts  Carol Ann Hughes, Ph.D.  Suzan McGinnis  Jeff Sowder  Nancy L. Buchanan