1. 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

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

3. 1. UdeM’s context

4. a breaking point 4

5. 2.The methodology

6. 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

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

8. Step 2 : Collecting quantitative data for 50,000 titles

9. 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»

10. 3.The results

11. Global results of the analysis
UdeM’s collection
Out of 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

12. 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

13. 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

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

15. 4.The impacts

16. 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

17. 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.)

18.
Nouvelle ère pour les collections :
Final report of the Working Group on the Journals’ Collection :
pdf
CRKN Institutional Mobilization Toolkit,