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E-only journals: incentives and barriers or Why don’t we just do it? Michael Jubb Research Information Network ASA Annual Conference 22 February 2011.

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Presentation on theme: "E-only journals: incentives and barriers or Why don’t we just do it? Michael Jubb Research Information Network ASA Annual Conference 22 February 2011."— Presentation transcript:

1 E-only journals: incentives and barriers or Why don’t we just do it? Michael Jubb Research Information Network ASA Annual Conference 22 February 2011

2 A no-brainer in straitened times? estimated global cost- saving in publishing, distribution and access for scholarly journals of £1bn (12%) 7% fall in publishing and distribution costs savings to UK libraries of 6- 12% of total budget

3 Titles available online

4 UK library holdings

5 UK Usage

6 Identifying the barriers business issues publishers’ pricing policies VAT structure of NESLi2 and SMP deals inhibits offer of best prices publishers’ resistance to OA library/user issues continuing access preservation lack of online backruns scholarly cultures/conservatism continuing demand for print library cultures/conservatism print-only journals technical issues clunky websites/platforms; appropriate copy problems; transfers of titles etc

7 Business issues

8 Pricing policies/structures: (8.6) ‘chaotic landscape?’ experimentation increase in online-only pricing decline in ‘free online with print’ prior print expenditure still common as a basis for big deals online pricing with ‘deeply discounted print’ need for pricing that encourages e-only pricing options easier to understand librarians to develop a ‘statement of requirements’

9 VAT: (8.1) three rates in UK 0% for food, children’s clothes and print (can’t be extended) 5% for domestic fuel 20% standard rate end-consumers cannot recover VAT but some recovery by universities campaigns and calls for e-content (especially in education and research) to be treated favourably European Parliament, EU Commission, Frankfurt Group, STM, EBLIDA little likelihood of success in near future e-only needs to be >16.6% cheaper than print+e in order to offset VAT cost £100/1.2=£83.33 but cost-savings to HE libraries/institutions likely to be larger than VAT costs RIN estimated net saving of £11.7m further studies and tools to define savings to individual institutions/libraries

10 NESLi2 and SMP: (4.9) JISC Collections an enabler rather than an inhibitor scope for all-in bloc purchases for regional or other groups example of SHEDL incentives and barriers to wider adoption of this model

11 Open access: (4.1) some libraries rate publishers’ reluctance on OA as a significant barrier not clear why separate from or irrelevant to the adoption of e-only approaches

12 Library/user issues

13 Post-cancellation access: (6.7) a standard licence term? most large and medium-sized publishers 55% of small publishers conditions maintenance or platform fee: why? use of physical media: far from ideal critical issue for RLUK libraries (others less concerned) academics need to explain to publishers why it’s important default position that costs should be met through standard licence fee

14 Long-term preservation concerns: (5.3) no national strategy in UK, but publisher agreements with KB, Portico, CLOCKSS…… 30% of publishers say they are doing it themselves (?) most small publishers have made no arrangements at all has the concern met its high-water mark? need for a UK strategy………..

15 Scholarly culture and preferences: (4.7) general view that the culture has changed in past 5 years disciplinary differences, but don’t overstate them vocational courses in some areas such as nursing and social care, as well as humanities further work needed to clarify in which disciplines demand for prit remains strong, and why issues best dealt with locally

16 Print-only journals: (4.7) foreign-language journals small learned societies & universities/departments advice/assitance needed on moving online

17 Lack of complete backruns online: (4.2) 95% of publishers claim to make backruns available online varying completeness role of JSTOR lack of funds in non-RLUK libraries to purchase online backruns overall, not a major barrier

18 Continuing demand for print: (4.1) reader/author demand author preference version of record (eg Law Society) scholarly coherence of the journal issue images quality rights clearance society memberships and personal subscriptions advertising and special reprint sales impact of digital printing quality up, cost down print-on-demand distribute and print need for education on technological developments and e- versions of record

19 Librarians wedded to print? (3.1) a belief of some publishers evidence?

20 Technical issues: (5.9) title transfers publisher or host implement Project Transfer access and authentication Shibboleth or Athens compliance do it….. variations in definitions of authorised users standardise definitions remote access problems fresh log-ins from different gateways differences in procedures and terminologies with different interfaces standardise procedures and nomenclature

21 Role of subscription agents? libraries still need them, especially for the small and medium publishers library concern that e-only puts relationship at risk, and fear of increasing charges two specific issues online pricing with deeply-discounted print generally done via agents insertion of a third party in technical issues between library and publisher

22 Conclusions and recommendations: I no magic bullets or grand designs libraries statement of requirements on pricing models and licence terms JISC to develop its licence comparison tool to facilitate price comparisons tools to help libraries identify cost savings seminars and briefings publishers e-only prices >16.6% less than print post-cancellation online access compliance and standardisation of technical processes subscription agents supply details of subscriptions and technical contacts to publishers

23 Conclusions and recommendations: II publishers and libraries make pricing models less complex lobby on VAT and share experience on reclaiming develop preservation strategy for UK investigate what underlies continuing demand for print help print journals move online advocacy address concerns of academic staff

24 Thank you Questions?? Michael Jubb

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