The purpose of this presentation is to share our experience in developeing a methodology for evaluating the cost effectiveness of journal packages. The presentation addresses a number of important issues and provides best practices that should be followed during review. Analyzing usage statistics data, costs er subscribes and unsubscribed titles, use of subscribed and unsubscribed titles will be discussed. Practical guidance in demonstrating the value, or lack of value, of a deal will be provided.

1. Developing a Methodology in Evaluating Cost Effectiveness of Journal Packages Nisa Bakkalbasi Head, Electronic Collections Yale University Library ER&L 2010 February 1-3, 2010 Austin, Texas

17. Snapshot of title distribution ER&L 2010 February 1-3, 2010 Austin, Texas Subscribed vs. non-subscribed title counts Subject Non-sub Sub Grand Total Humanities 9 38 47 Law 4 21 25 Social Sciences 11 26 37 Science & Medicine 32 41 73 Mathematics 10 8 18 Grand Total 66 (33 %) 134 (67 %) 200

18. Snapshot of usage patterns ER&L 2010 February 1-3, 2010 Austin, Texas Subscribed vs. non-subscribed titles usage counts Subject Non-sub Sub Grand Total Humanities 1,057 7,775 8,832 Law 257 1,821 2,078 Social Sciences 1,450 4,314 5,764 Science & Medicine 10,544 60,246 70,790 Mathematics 204 1,384 1,588 Grand Total 13,512 (15 %) 75,540 (85 %) 89,052

19. Snapshot of cost distribution ER&L 2010 February 1-3, 2010 Austin, Texas Subscribed vs. non-subscribed titles cost Subject Non-sub Sub Grand Total Humanities $2,074 $10,725 $12,799 Law $1,666 $9,346 $11,012 Social Sciences $4,511 $10,363 $14,874 Science & Medicine $24,764 $42,071 $66,835 Mathematics $6,402 $9,198 $15,600 Grand Total $39,417 (33%) $81,703 (67%) $121,120

20. “ Drop & Pick-up” ER&L 2010 February 1-3, 2010 Austin, Texas CPU for Subscribed vs. Non-Subscribed Titles Non-sub Sub Grand Total CPU >= $10 29 21 50 CPU <= $10 37 113 150 Grand Total 66 134 200

21. “ Drop & Pick-up” ER&L 2010 February 1-3, 2010 Austin, Texas CPU for Subscribed vs. Non-Subscribed Titles Non-sub Sub Grand Total CPU >= $25 18 6 24 CPU <= $25 48 128 176 Grand Total 66 134 200

22. Candidates for renewal & cancellation (based on $10/ILL) ER&L 2010 February 1-3, 2010 Austin, Texas Count of possible candidates for renewal/cancellation Subject CPU >= $10 CPU <= $10 Grand Total Humanities 7 40 47 Law 13 12 25 Social Sciences 6 31 37 Science & Medicine 8 65 73 Mathematics 16 2 18 Grand Total 50 150 200

23. Candidates for renewal & cancellation (based on $25/ILL) ER&L 2010 February 1-3, 2010 Austin, Texas Count of possible candidates for renewal/cancellation Subject CPU >= $25 CPU <= $25 Grand Total Humanities 3 44 47 Law 6 19 25 Social Sciences 2 35 37 Science & Medicine 3 70 73 Mathematics 10 8 18 Grand Total 24 176 200

24. Candidates for renewal & cancellation (based on $10/ILL) ER&L 2010 February 1-3, 2010 Austin, Texas Cost of possible candidates for renewal/cancellation Subject CPU >= $10 CPU <= $10 Grand Total Humanities $1,782 $11,017 $12,799 Law $6,738 $4,274 $11,012 Social Sciences $2,581 $12,293 $14,874 Science & Medicine $7,745 $59,090 $66,835 Mathematics $15,176 $424 $15,600 Grand Total $34,022 $87,098 $121,120

25. Candidates for renewal & cancellation (based on $25/ILL) ER&L 2010 February 1-3, 2010 Austin, Texas Cost of possible candidates for renewal/cancellation Subject CPU>=$25 CPU<=$25 Grand Total Humanities $588 $12,211 $12,799 Law $3,832 $7,180 $11,012 Social Sciences $649 $14,225 $14,874 Science & Medicine $1,329 $65,506 $66,835 Mathematics $9,110 $6,490 $15,600 Grand Total $15,508 $105,612 $121,120

26. Frequency of title use ER&L 2010 February 1-3, 2010 Austin, Texas 10 % of use comes from two titles, 20 % of use comes from four titles, 50 % of use comes from fifteen titles, and so on. Cumulative Relative Frequency (%) 10% 20% 50% 80% 90% No use 1% (2) 2% (4) 8% (15) 24% (48) 40% (80) 0

29. Questions? ER&L 2010 February 1-3, 2010 Austin, Texas

30. Thank you for coming! ER&L 2010 February 1-3, 2010 Austin, Texas