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Assessing Return on Investment for E- Resources: A Cross- Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel Hill. March 10, 2011
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Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

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Page 1: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Assessing Return on Investment for E-Resources: A Cross-Institutional

Analysis of Cost-Per-Use Data

Patrick L. CarrNorth Carolina Serials Conference

Chapel Hill. March 10, 2011

Page 2: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

“Print was simpler.”

Page 3: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

This

has been replaced by…

From Appendix B of the 2004 report of the Digital Library Federation’s Electronic Resources Management Initiative.

Page 4: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

This

Has been replaced by…

From Appendix B of the 2004 report of the Digital Library Federation’s Electronic Resources Management Initiative.

Page 5: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Indeed:

This

Has been replaced by…

“Print was simpler.”

From Appendix B of the 2004 report of the Digital Library Federation’s Electronic Resources Management Initiative.

Page 6: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Indeed:

This

Has been replaced by…

“Print was simpler.”Not when it comes to use-based

evaluations.

From Appendix B of the 2004 report of the Digital Library Federation’s Electronic Resources Management Initiative.

Page 7: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Thomas E. Nisonger, Management of Serials in Libraries (Englewood, Colorado: Libraries Unlimited, 1998): 160-65.

Page 8: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Thomas E. Nisonger, Management of Serials in Libraries (Englewood, Colorado: Libraries Unlimited, 1998): 160-65.

We have far superior tools to assess use of e-resources.

Page 9: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Cost-Per-Use:

Annual Subscription Cost÷

Annual Use

Page 10: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Cost-Per-Use:

Should always be considered in the context of qualitative

measures of ROI.

Page 11: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Cost-Per-Use:

A powerful tool for assessing return on investment.

Page 12: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Cost-Per-Use:

A powerful tool for assessing return on investment.

But are we using CPU data to its fullest potential?

Page 13: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Chuck Hamaker’s idea: A cross-institutional analysis of CPU data

&

Page 14: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.
Page 16: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Carnegie Classifications 2009 ASERL Statistics

Student Population

Basic Class E-Journals Subscriptions

(5.a.i)

E-Journal Expenditure

(23)

East Carolina University

27,654 Doctoral / Research Universities

47,274 $3,030,342

UNC-Charlotte

24,701 Doctoral / Research Universities

24,224 $2,117,660

UNC-Greensboro

21,306 Research Universities (high research activity)

35,892 $2,769,122

UNC-Wilmington

12,924 Master's Colleges and Universities (larger programs)

Page 17: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.
Page 18: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Caveat: Data is generally from 2009 (complete

2010 data wasn’t yet available)

Page 19: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Caveat: Data is generally from 2009 (complete

2010 data wasn’t yet available)

Caveat: The coverage ranges for cost and use

data didn’t always overlap completely.

Page 20: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Caveat: Data is generally from 2009 (complete

2010 data wasn’t yet available)

Caveat: The coverage ranges for cost and use

data didn’t always overlap completely.

Caveat: Institution-by-

institution access

sometimes differed .

Page 21: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Caveat: Data is generally from 2009 (complete

2010 data wasn’t yet available)

Caveat: The coverage ranges for cost and use

data didn’t always overlap completely.

Caveat: Institution-by-

institution access

sometimes differed.

Caveat: Not all sources of use

data were COUNTER compliant.

Page 22: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Caveat: Data is generally from 2009 (complete

2010 data wasn’t yet available)

Caveat: The coverage ranges for cost and use

data didn’t always overlap completely.

Caveat: Institution-by-

institution access

sometimes differed.

Caveat: Not all sources of use

data were COUNTER compliant.

We can’t really use this study’s results to make sweeping

conclusions.

Page 23: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Five Categories of Resources

1. Publisher journal packagesCommercial publishersSociety publishersUniversity presses

2. Full-text aggregators3. Site licenses to journals4. Indexing & abstracting databases5. Other stuff

Page 24: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Publisher Journal Packages UNC Charlotte ECU UNC Wilmington UNC Greensboro

Resource Average CPU CPU CPU CPU CPU

Blackwell Synergy $11.51 $11.46 $7.59 $20.12 $6.88

Elsevier ScienceDirect $5.65 $3.89 $4.06 $8.56 $6.08

Emerald EMX $3.16 $1.10 $3.75 $5.08 $2.72

Sage Premier $6.15 $4.42 $4.79 $10.25 $5.15

Springerlink $10.49 $9.06 $6.64 $15.17 $11.08

Wiley $14.43 $14.17 $12.72 $23.64 $7.20

ACM Digital Library $6.85 $2.42 $4.73 $5.71 $14.54

ACS Web Editions $5.32 $4.72 $4.84 $6.41

Annual Reviews $4.21 $4.22 $3.14 $5.27

IEEE/IEE Electronic Library $17.73 $5.91 $13.40 $33.87

Institute of Physics $23.95 $19.78 $28.11

Royal Society of Chemistry $34.51 $20.98 $38.06 $44.50

Cambridge University Press $7.28 $8.59 $8.27 $5.86 $6.40

E-Duke Scholarly Collection $5.35 $4.73 $6.94 $4.39

Oxford University Press $5.24 $4.13 $3.77 $6.56 $6.49

ResearchNow (BEPress) $6.79 $7.90 $5.68

Average $10.54 $7.97 $9.78 $15.48 $6.93

Page 25: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Publisher Journal Packages - Commercial

UNC

Charlotte ECUUNC

WilmingtonUNC

Greensboro

ResourceAverage

CPU CPU CPU CPU CPU

Blackwell Synergy $11.51 $11.46 $7.59 $20.12 $6.88Elsevier ScienceDirect $5.65 $3.89 $4.06 $8.56 $6.08Emerald EMX $3.16 $1.10 $3.75 $5.08 $2.72Sage Premier $6.15 $4.42 $4.79 $10.25 $5.15Springerlink $10.49 $9.06 $6.64 $15.17 $11.08Wiley $14.43 $14.17 $12.72 $23.64 $7.20

Average $8.57 $7.35 $6.59 $13.80 $6.52

Page 26: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Publisher Journal Packages - Society

UNC

Charlotte ECUUNC

WilmingtonUNC

Greensboro

ResourceAverage

CPU CPU CPU CPU CPUACM Digital Library $6.85 $2.42 $4.73 $5.71 $14.54ACS Web Editions $5.32 $4.72 $4.84 $6.41 Annual Reviews $4.21 $4.22 $3.14 $5.27IEEE/IEE Electronic Library $17.73 $5.91 $13.40 $33.87 Institute of Physics $23.95 $19.78 $28.11 Royal Society of Chemistry $34.51 $20.98 $38.06 $44.50

Average $15.43 $9.67 $15.38 $22.62 $9.91

Page 27: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Publisher Journal Packages - University Presses

UNC

Charlotte ECUUNC

WilmingtonUNC

Greensboro

ResourceAverage

CPU CPU CPU CPU CPUCambridge University Press $7.28 $8.59 $8.27 $5.86 $6.40E-Duke Scholarly Collection $5.35 $4.73 $6.94 $4.39Oxford University Press $5.24 $4.13 $3.77 $6.56 $6.49ResearchNow (BEPress) $6.79 $7.90 $5.68

Average $6.17 $6.34 $6.17 $6.21 $5.76

Page 28: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Full-Text Aggregators

UNC

Charlotte ECUUNC

WilmingtonUNC

Greensboro

ResourceAverage

CPU CPU CPU CPU CPUATLA Religion $4.34 $1.25 $1.62 $8.90 $5.61CIAO: Columbia Int. Affairs Online $2.07 $1.67 $3.96 $2.15 $0.51Communication & Mass Media Complete $0.52 $0.03 $0.63 $0.89 $0.53EconLit $3.84 $3.49 $4.18Literature Resource Center $3.68 $2.91 $7.15 $0.99Project Muse $1.84 $1.29 $1.96 $2.18 $1.94PsycArticles $0.61 $0.27 $1.06 $0.54 $0.58SPORTdiscus $0.55 $0.35 $0.35 $0.96

Average $2.18 $1.41 $1.60 $3.25 $2.05

Page 29: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Site Licenses to Individual Journals

UNC

Charlotte ECUUNC

WilmingtonUNC

Greensboro

ResourceAverage

CPU CPU CPU CPU CPUNature $3.71 $3.08 $3.01 $5.35 $3.41Nature Biotechnology $24.70 $18.00 $16.75 $39.36Nature Cell Biology $42.92 $55.59 $13.10 $60.07Nature Genetics $20.62 $14.82 $12.04 $35.01Nature Medicine $20.61 $26.71 $7.13 $27.98Nature Structural & Molecular Biology $50.34 $28.07 $13.51 $109.45 Science $2.42 $1.98 $1.62 $2.35 $3.71

Average $23.62 $21.18 $9.59 $39.05 $28.26

Page 30: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Indexing & Abstracting Services

UNC Charlotte ECUUNC

WilmingtonUNC

GreensboroResource Average CPU CPU CPU CPU CPU

Abstracts in Social Gerontology $0.13 $0.04 $0.21America, History and Life $0.41 $0.12 $0.66 $0.20 $0.64Avery Index to Architectural Per. $0.48 $0.28 $0.69Engineering Village (Compendex) $16.38 $2.54 $30.22 Film and Television Lit Index $0.05 $0.04 $0.07 $0.05Historical Abstracts $0.49 $0.13 $0.77 $0.23 $0.82Journal Citation Reports Web $7.99 $5.25 $8.00 $10.73 Mathscinet $0.73 $0.11 $0.25 $1.72 $0.85MLA International Bibliography $0.15 $0.17 $0.21 $0.12 $0.09Music Index Online $1.09 $2.89 $0.28 $0.09 Oxford English Dictionary Online $0.43 $1.01 $0.46 $0.08 $0.16Philosopher's Index $1.04 $0.69 $0.16 $2.26 Polling the Nations $5.78 $8.84 $2.71 RILM Abstracts of Music Lit. $0.48 $0.08 $1.57 $0.10 $0.16Social Work Abstracts $0.13 $0.08 $0.12 $0.19Ulrichs Periodicals Directory $2.02 $4.32 $0.86 $0.89Web of Science $1.80 $0.92 $2.24 $1.18 $2.87

Average $2.33 $1.62 $3.46 $1.69 $0.64

Page 31: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Other Resources

UNC

Charlotte ECUUNC

WilmingtonUNC

Greensboro

ResourceAverage

CPU CPU CPU CPU CPUAmerican Periodical Series Online (archival fee) $1.17 $1.48 $1.43 $0.61Dictionary of National Biography $4.02 $8.00 $2.61 $2.50 $2.96Historical Statistics of the United States (archival fee) $0.55 $0.38 $0.96 $0.30JSTOR (archival fee) $0.26 $0.12 $0.16 $0.36 $0.40Proquest Dissertations & Theses $2.20 $2.30 $2.10Times (London) Digital Archive $1.10 $1.36 $0.84

Page 32: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Three Questions

Page 33: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Three Questions

What does a cross-institutional CPU analysis actually tell us?

Page 34: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Three Questions

What does a cross-institutional CPU analysis actually tell us?

How can we use what it tells us?

Page 35: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Three Questions

What does a cross-institutional CPU analysis actually tell us?

How can we use what it tells us?

Where do we go from here?

Page 36: Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data Patrick L. Carr North Carolina Serials Conference Chapel.

Questions/Comments

Patrick L. CarrHead of Electronic & Continuing Resource Acquisitions

Joyner LibraryEast Carolina University

Greenville, North Carolina 27858email: [email protected]: 252-328-2266