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MOVING FROM PRINT TO ELECTRONIC JOURNALS
A STUDY OF LIBRARIES AT INDIANA COLLEGES
AND UNIVERSITIES
Jo McClamroch
Indiana University
Charleston Conference
November 2010
BRIEF HISTORY
• Skepticism in the early days (1990’s)
– Do users really want this format?
– How “full” is full-text?
– Fluidity of titles in aggregators
– Permanent archival access
• Growing acceptance (early 2000’s)
– Demand and preference for electronic format increasing
– Availability of remote access improving
– More confidence that full-text is truly “full”
– But… is the cost to support two formats sustainable?
BRIEF HISTORY
• Recognition that electronic is here to stay (mid-2000’s)
– Increasing number of e-journals
– Questions re sustainability of maintaining dual-format
– Archival access ongoing concern
• Now what about print?
– Acceptance that use of electronic journals far surpasses use of print
– Growth in electronic publishing; publishers phasing out print versions
– Reliable archival access available via publishers, Portico, JSTOR
DEMOGRAPHICS
PRIVATE or PUBLIC
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
Private Public
FTE ENROLLMENT
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
Under 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 25,000 Over 25,000
Under 1,000 26.9%
1,001 - 5,000 42.3%
5,001 - 10,000 23.1%
10,001 - 25,000 3.8%
Over 25,000 3.8%
HIGHEST DEGREE OFFERED
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
Associate Bachelor Master Doctorate
Associate
Bachelor
Master
Doctorate
Associate 8.3%
Bachelor 20.8%
Master 37.5%
Doctorate 33.3%
DATA
TOTAL MATERIALS BUDGET
30.4%
17.4%
13.0%
17.4%
21.7%
$250,001 - $500,000
Over $1,000,000
$100,001 - $250,000
$500,001 - $1,000,000
Under $100,000
EXPENDITURE – PRINT JOURNALS
Under $50,000
$50,001 - $100,000
$100,001 - $250,000
$250,001 - $500,000
54.5%
22.7%
9.1%
13.6%
$100,001 - $250,000
$50,001 - $100,000
$250,001 - $500,000
Under $50,000
CURRENT SUBSCRIPTIONS – PRINT
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
Under 500 501 - 1,000 1,001 - 2,000 2,001 - 5,000
EXPENDITURE FOR ELECTRONIC RESOURCES
(INCLUDING E-JOURNALS)
27.3%
18.2%
22.7%
18.2%
9.1%
4.5%
$250,001 - $500,000
Under $50,000
Over $1,000,000
$100,001 - $250,000
$500,001 - $1,000,000
$50,001 - $100,000
Under $50,000 $50,001 - $100,000 $100,001 - $250,000 $250,001 - $500,000 $500,001 -
$1,000,000
Over $1,000,000
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
DECISION MAKING – WHO
CANCELLATION –PRINT JOURNALS
90.5%
52.4%
33.3%
14.3%
9.5%
Library Committee
Faculty
Librarians
Librarian/Faculty Committee
Library Administrators
CANCELLATION E-JOURNALS
95.2%
57.1%
33.3%
14.3%
4.8%
Library Committee
Faculty
Librarians
Librarian/Faculty Committee
Library Administrators
DECISION MAKING – WHY
GENERAL CANCELLATION FACTORS
81.8% 18
81.8% 18
63.6% 14
54.5% 12
45.5% 10
40.9% 9
31.8% 7
27.3% 6
27.3% 6
27.3% 6
Redundancy
Print used less than electronic
Usage statistics
Change in curriculum
Subscription cost
Space
Faculty recommendation
Electronic preferred by students
Budget reduction
Confidence in perpetual access
CANCEL PRINT WHEN INCLUDED IN AGGREGATOR
81.8%
81.8%
72.7%
54.5%
45.5%
40.9%
31.8%
31.8%
27.3%
18.2%
Subscription cost
Space
Faculty recommendation
Budget reduction
Confidence in perpetual access
Electronic preferred by students
Change in curriculum
Redundancy
Print used less than electronic
Usage statistics
SELECTED AGGREGATORS SUBSCRIBED
100.0%
90.5%
81.0%
81.0%
76.2%
71.4%
38.1%
33.3%
4.8%
4.8%
PsycArticles
JSTOR
Education Index Full-Text
Readers' Guide Full Text
BioOne
Business Source Premier
Academic Search Premier
ERIC
Universal Database of Social Sciences and
Lexis-Nexis Academic Universe
SUMMARY
• All libraries face the same issues and wrestle with the same concerns, “it’s just a
matter of scale”
• Primary decision-makers are the same across libraries
– Librarians
– Faculty
– Library administrators
• Cancellation decisions based on same criteria across libraries
– Subscription cost
– Electronic preferred by students
– Redundancy
– Budget cuts
– Print used less than electronic
FINAL THOUGHTS
• Some concerns have not been resolved even after 20 years or more of discussion
– Complete confidence in archival access
– Perpetual access to content in titles previously available in aggregators
– Cooperative collection development (either within or across consortia)
• Enduring issues
– Rising subscription costs outstrip budgets
– Space for bound journals is shrinking
• Need to repurpose library stack areas for new programs/initiatives
• Not practical to keep building more and more off-site storage facilities
• Future concerns?

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Charleston 2010 final

  • 1. MOVING FROM PRINT TO ELECTRONIC JOURNALS A STUDY OF LIBRARIES AT INDIANA COLLEGES AND UNIVERSITIES Jo McClamroch Indiana University Charleston Conference November 2010
  • 2. BRIEF HISTORY • Skepticism in the early days (1990’s) – Do users really want this format? – How “full” is full-text? – Fluidity of titles in aggregators – Permanent archival access • Growing acceptance (early 2000’s) – Demand and preference for electronic format increasing – Availability of remote access improving – More confidence that full-text is truly “full” – But… is the cost to support two formats sustainable?
  • 3. BRIEF HISTORY • Recognition that electronic is here to stay (mid-2000’s) – Increasing number of e-journals – Questions re sustainability of maintaining dual-format – Archival access ongoing concern • Now what about print? – Acceptance that use of electronic journals far surpasses use of print – Growth in electronic publishing; publishers phasing out print versions – Reliable archival access available via publishers, Portico, JSTOR
  • 6. FTE ENROLLMENT 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0% Under 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 25,000 Over 25,000 Under 1,000 26.9% 1,001 - 5,000 42.3% 5,001 - 10,000 23.1% 10,001 - 25,000 3.8% Over 25,000 3.8%
  • 7. HIGHEST DEGREE OFFERED 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% Associate Bachelor Master Doctorate Associate Bachelor Master Doctorate Associate 8.3% Bachelor 20.8% Master 37.5% Doctorate 33.3%
  • 9. TOTAL MATERIALS BUDGET 30.4% 17.4% 13.0% 17.4% 21.7% $250,001 - $500,000 Over $1,000,000 $100,001 - $250,000 $500,001 - $1,000,000 Under $100,000
  • 10. EXPENDITURE – PRINT JOURNALS Under $50,000 $50,001 - $100,000 $100,001 - $250,000 $250,001 - $500,000 54.5% 22.7% 9.1% 13.6% $100,001 - $250,000 $50,001 - $100,000 $250,001 - $500,000 Under $50,000
  • 11. CURRENT SUBSCRIPTIONS – PRINT 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% Under 500 501 - 1,000 1,001 - 2,000 2,001 - 5,000
  • 12. EXPENDITURE FOR ELECTRONIC RESOURCES (INCLUDING E-JOURNALS) 27.3% 18.2% 22.7% 18.2% 9.1% 4.5% $250,001 - $500,000 Under $50,000 Over $1,000,000 $100,001 - $250,000 $500,001 - $1,000,000 $50,001 - $100,000 Under $50,000 $50,001 - $100,000 $100,001 - $250,000 $250,001 - $500,000 $500,001 - $1,000,000 Over $1,000,000 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0%
  • 14. CANCELLATION –PRINT JOURNALS 90.5% 52.4% 33.3% 14.3% 9.5% Library Committee Faculty Librarians Librarian/Faculty Committee Library Administrators
  • 17. GENERAL CANCELLATION FACTORS 81.8% 18 81.8% 18 63.6% 14 54.5% 12 45.5% 10 40.9% 9 31.8% 7 27.3% 6 27.3% 6 27.3% 6 Redundancy Print used less than electronic Usage statistics Change in curriculum Subscription cost Space Faculty recommendation Electronic preferred by students Budget reduction Confidence in perpetual access
  • 18. CANCEL PRINT WHEN INCLUDED IN AGGREGATOR 81.8% 81.8% 72.7% 54.5% 45.5% 40.9% 31.8% 31.8% 27.3% 18.2% Subscription cost Space Faculty recommendation Budget reduction Confidence in perpetual access Electronic preferred by students Change in curriculum Redundancy Print used less than electronic Usage statistics
  • 19. SELECTED AGGREGATORS SUBSCRIBED 100.0% 90.5% 81.0% 81.0% 76.2% 71.4% 38.1% 33.3% 4.8% 4.8% PsycArticles JSTOR Education Index Full-Text Readers' Guide Full Text BioOne Business Source Premier Academic Search Premier ERIC Universal Database of Social Sciences and Lexis-Nexis Academic Universe
  • 20. SUMMARY • All libraries face the same issues and wrestle with the same concerns, “it’s just a matter of scale” • Primary decision-makers are the same across libraries – Librarians – Faculty – Library administrators • Cancellation decisions based on same criteria across libraries – Subscription cost – Electronic preferred by students – Redundancy – Budget cuts – Print used less than electronic
  • 21. FINAL THOUGHTS • Some concerns have not been resolved even after 20 years or more of discussion – Complete confidence in archival access – Perpetual access to content in titles previously available in aggregators – Cooperative collection development (either within or across consortia) • Enduring issues – Rising subscription costs outstrip budgets – Space for bound journals is shrinking • Need to repurpose library stack areas for new programs/initiatives • Not practical to keep building more and more off-site storage facilities • Future concerns?