To unbundle journal’s big deals or not To unbundle journal’s big deals or not? The Université de Montréal’s experience Stéphanie Gagnon Director of collections, Université de Montréal Libraries ASERL Webinar, October 25th 2016

Université de Montréal’s context Methodology for the analysis of journals Results Impacts

1. UdeM’s context

a breaking point 4

2.The methodology

The «Wiley Methodology», 2014 Feedback from our community The Working Group on the Journals collection, an improved methology, 2015 Improving the methodology Take in consideration the community needs

Step 1 : Consultation with the community Ten essential titles for your research and teaching activities Five essential titles for your subject area

Step 2 : Collecting quantitative data for 50,000 titles

Step 3 : Identification of «Essential titles» Humanities, Arts, Law Downloads (85%) Citations (0%) Mentions (85%) Downloads (80%) Citations Mentions Health Sciences & Engineering Downloads (80%) Citations Mentions (80%) Downloads (80%) Citations Mentions Social Sciences Step 3 : Identification of «Essential titles»

3.The results

Global results of the analysis UdeM’s collection Out of 50 000 journals Used journals 16,800 Cited journals 9,000 Journals mentioned by our community in the survey 8,000 subtotal 27,000 unique titles used/cited/mentionned «essential titles» (80%) 4,900 Additional titles (from validation by departments) 1,000 5,900 unique essential titles 2,940 titles with quantitative approach 2,960 titles from community consultation

UdeM’s Essential titles in big deals Top 5 publishers Big deal UdeM’s Essential titles Elsevier 2,200 + 735 John Wiley & Sons 1,500 + 553 Springer-Nature 2,300 + 266 Taylor and Francis Group 2,000 + 253 Sage Publication 700 + 247

What is a Fair Price for that big deal ? Publishers’ price UdeM’s fair price All the titles Used and unused titles Commercial motives – stakeholder needs Acquisitions, mergers, transferred titles Based on community’s needs and point of view + publishers’ list price Essential titles only

Prices for individual subscriptions to essential titles (list price) Big deal negotiated price 80% scenario 50 % scenario Publisher A 175,000$ 250,000$ 100,000$ Publisher B 500,000$ 950,000$ 425,000$ Publisher C 500,000$ 375,000$ 150,000$ Publisher D 775,000$ 1,200,000$ 300,000$

4.The impacts

Results and benefits for UdeM Savings and negotiations Collection Accessment Other Benefits $1,000,000, annually Serials budget : control Books budget : increase purchase capacity New way to do business Best Knowledge of community’s needs Powerful analytical tool Community informed, engaged and supportive

Conclusion 10% of our collection are essential for our community In the best situation, only 38% of big deals titles are essential Unbundling have been the result of some negociations, but its not our main target Our objectives : getting the best at the fair price Success came with communication Next steps : continue to communicate the issues to mobilise others Support open access initiatives Mobilization of internal partners (researchers, administrations, students, community) Mobilisation of other libraries (CRKN institutional mobilization toolkit) Collective pressure on publishers (JUP, etc.)

Stephanie.Gagnon.16@umontreal.ca 514 343-7653 Nouvelle ère pour les collections : www.bib.umontreal.ca/collections-nouvelle-ere Final report of the Working Group on the Journals’ Collection : www.bib.umontreal.ca/a-propos/rapport-gtcp-vf_14- 10-2015.pdf CRKN Institutional Mobilization Toolkit, http://crkn.ca/imtg