FY19 United States Price List 1 Effective July 1, 2018 - June 30, 2019 METADATA MANAGEMENT SERVICES Cataloging and Metadata Subscriptions Billing Code Description Requirements FY19 Price Rate Description Individual Cataloging & Metadata Subscription: FIX1002 Monthly Custom Quote FIX1162 Quarterly Custom Quote FIX1172 Semi-Annual Custom Quote FIX1052 Annual Custom Quote FIX9832 Monthly Custom Quote FIX9833 Quarterly Custom Quote FIX9834 Semi-Annual Custom Quote FIX9835 Annual Custom Quote Cataloging & Metadata Group Services: GSC1082 Monthly Custom Quote GSC1086 Quarterly Custom Quote GSC1090 Semi-Annual Custom Quote GSC1094 Annual Custom Quote GSC4958 Group Services Contract Direct Bill Custom Quote GSC9985 Monthly Custom Quote GSC9986 Quarterly Custom Quote GSC9987 Semi-Annual Custom Quote GSC9988 Annual Custom Quote Data Sync: Data Sync Single, Group and Retrospective Projects Custom Quote Group Cataloging & Metadata Subscription including credits and related access 2 : OCLC Metadata Management Services include integrated online cataloging, contract and copy cataloging and a variety of other metadata services to meet libraries' needs, whether creating metadata, automating current systems, or having the cataloging done by OCLC. Online cataloging via Connexion® and Z39.50 Cataloging, WorldShare® Collection Manager, WorldShare® Record Manager, Batch Services, the WorldCat® knowledge base, functionality such as NACO, PCC, CONSER, BIBCO, and more. Individual Cataloging & Metadata Subscription including credits and related access 2 : Issued: April 18, 2018 CONFIDENTIAL 1 of 19
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Cataloging & Metadata Group Services:GSC1082 Monthly Custom Quote
GSC1086 Quarterly Custom Quote
GSC1090 Semi-Annual Custom Quote
GSC1094 Annual Custom Quote
GSC4958 Group Services Contract Direct Bill Custom Quote
GSC9985 Monthly Custom Quote
GSC9986 Quarterly Custom Quote
GSC9987 Semi-Annual Custom Quote
GSC9988 Annual Custom Quote
Data Sync:Data Sync Single, Group and Retrospective Projects Custom Quote
Group Cataloging & Metadata Subscription including credits and related access 2:
OCLC Metadata Management Services include integrated online cataloging, contract and copy cataloging and a variety of other metadata services to meet libraries' needs, whether creating metadata, automating current systems, or having the cataloging done by OCLC.
Online cataloging via Connexion® and Z39.50 Cataloging, WorldShare® Collection Manager, WorldShare® Record Manager, Batch Services, the WorldCat® knowledge base, functionality such as NACO, PCC, CONSER, BIBCO, and more.
Individual Cataloging & Metadata Subscription including credits and related access 2:
ILL Group Service Subscription:GSC4950 Monthly Custom Quote
GSC4951 Quarterly Custom Quote
GSC4952 Semi-Annual Custom Quote
GSC4953 Annual Custom Quote
GSC9996 Monthly Custom Quote
GSC9997 Quarterly Custom Quote
GSC9998 Semi-Annual Custom Quote
GSC9999 Annual Custom Quote
OCLC WorldShare Interlibrary Loan centralizes interlibrary loan workflows now managed in multiple systems. WorldShare ILL provides functionality to speed fulfillment of interlibrary loan requests and save time for library staff and library users.
WorldShare ILL Subscription including lending credits and related access 5:
WorldShare ILL Group Service Subscription including lending credits and related access 5:
Tipasa is a cloud based ILL management system that allows you to manage patron requests and streamlines ILL workflows
Relais D2D integrates the end-user discovery experience with request management. D2D optimizes the user's ability to discover items of interest and get immediate access to or request delivery of the material with no staff intervention. Based on a modular open approach, a library can further optimize its options by combining the functionality in D2D with other systems and software making D2D the future for resource sharing
WorldCat Discovery helps people easily find and get resources available at your library and in libraries worldwide through a single search of WorldCat and familiar, authoritative e-content collections. It also connects users to your collections via popular websites where people typically start their research.
Online Reference Tools Only Request Quote Based on FTE/Pop Served
Online Reference Cooperative Software + Staff Share Request Quote Based on FTE/Pop Served & Hours Contributed to Coop
Online Reference Cooperative Software + Staff Share + Backup Request Quote Based on FTE/Pop Served & Hours Contributed to Coop
Online Reference based on library cooperation. Includes software for interacting with patrons and managing your virtual reference service, as well as access to a global network of libraries who share their staff time to expand coverage and a staff of OCLC Backup Staff to guarantee 24*7 coverage.
WorldShare ILL, and WorldCat Discovery Services Suite
WMS3835 see above Request QuoteWMS3836 see above Request QuoteWMS3837 see above Request QuoteWMS3838 see above Request QuoteWMS3846 see above Request QuoteWMS3847 see above Request QuoteWMS3848 see above Request QuoteWMS3849 see above Request QuoteWMS3834 Request QuoteWMS4706 Custom Development Request Quote
OCLC WorldShare License Manager OCLC Cataloging Subscription; WorldCat knowledge base (included with Cataloging Subscription)
SCS provides data preparation and decision-support services to libraries seeking to share, store or right-size their print book collections. SCS supports individual libraries and groups with consulting services and GreenGlass, a web-based tool that enables visualization of and interaction with use data, holdings in other libraries, and many other data points.
Issued: April 18, 2018CONFIDENTIAL 15 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
CONSULTING & TRAINING
Consulting & TrainingBilling Code Description Requirements FY19 Price Rate DescriptionTRN9980 Training & Education - End User Request Quote
TRN9981 Training & Education - Metadata Request Quote
TRN9982 Training & Education - Management Services Request Quote
TRN9983 Training & Education - Resource Sharing Request Quote
TRN9984 Training & Education - Other Request Quote
Issued: April 18, 2018CONFIDENTIAL 16 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
OCLC Research Library PartnersBilling Code Description Requirements FY19 Price Rate DescriptionORL6984 OCLC RLP Annual Dues ORLP-1 Non-ARL/ All Other Library
Types$4,600.00
Annual SubscriptionORL6985 OCLC RLP Annual Dues ORLP- 2
ARL, ARL Qualified and National Libraries with <$35M Operating Expenses
$6,900.00
Annual SubscriptionORL6986 OCLC RLP Annual Dues ORLP-3 ARL, ARL Qualified and
National Libraries with $35M or more Operating Expenses
$10,200.00
Annual Subscription
Issued: April 18, 2018CONFIDENTIAL 17 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
FEDLINK Direct Express Option
FEDLINK Direct Express OptionBilling Code Description Requirements FY19 Price Rate DescriptionDIR0962 Direct Express Option for FEDLINK Libraries FEDLINK Membership Three-quarter percent of the total invoice
amount
Issued: April 18, 2018CONFIDENTIAL 18 of 19
OCLC FY18 United States Price ListEffective July 1, 2017 - June 30, 2018
Footnote Number Footnote
1OCLC makes substantial efforts to ensure the accuracy and completeness of this price list. However, changes or corrections may be necessary from time to time. Please refer to the OCLC Online Service Center for the most current version of the price list.
2 In FY2017, OCLC consolidated the cataloging credits and related access into the Cataloging and Metadata subscription. These product codes reflect those consolidations.
3CatExpress subscriptions are available for purchase by public libraries with 20,000 and fewer population served, and academic and community college libraries with FTE of 2,500 or fewer, and K-12 libraries, special libraries and federal libraries of any size.
4 Billed annually for excess usage at end of subscription period.
5 In FY2017, OCLC consolidated the ILL lending credits and related access into the WorldShare ILL subscription. These product codes reflect those consolidations.
6 All WorldCat Navigator groups require OCLC cataloging subscriptions, WorldShare ILL subscriptions and WorldCat Discovery subscriptions.
7 ILLiad is a trademark/service mark of Atlas Systems, Inc.
8
WorldCat Discovery Services Options pricing determined by FTE/Population Served:Academics:Large FTE: > 18,000Medium FTE: 6,001 - 18,000Small FTE: 2,500 - 6,000Very Small FTE: < 2,500Community Colleges/Votech:Large FTE: > 25,200Medium FTE: 8,001 - 25,200Small FTE: 3,500 - 8,000Very Small FTE: < 3,500Publics:Large Population served: > 378,000Medium Population Served: 126,001 - 378,000Small Population Served: 25,000 - 126,000Very Small Pop Served: < 25,000 Special Libraries/Federals:Large FTE: > 25,200Medium FTE: 8,001 - 25,200Small FTE: 3,500 - 8,000 Very Small FTE: < 3,500
9
EZproxy Hosted Tier determined by FTE/Population ServedAcademics:Tier 1 < 1K FTETier 2 1K < 2K FTETier 3 2K < 6K FTETier 4 >= 6K FTEPublics:Tier 1 < 21K Population ServedTier 2 21K < 42K Population ServedTier 3 42K < 126K Population ServedTier 4 >= 126K Population ServedOther Types: Request Quote
Issued: April 18, 2017 CONFIDENTIAL19 of 19
EXHIBIT C
Appendix 2
OCLC, Online Computer Library Center, Inc. Discount Program
Effective for the period July 1, 2018 to December 31, 2018
Subscription Payment Program (prepayments): A subscription interest equivalent to 2.0% Annual Percentage Rate (APR) will be applied to account balance at the end of each month based on that month’s average daily balance. Standard Payment Terms: Net amount payable 45 days from date of invoice. Prompt Payment Terms: Discount of .08% (.0008), which is equivalent to 2.00% APR is credited for payments received on or before the last day of the month following the invoice date. Late Payment Terms: Late payment service charge of 1% per month (12% APR) may be imposed on charges outstanding in excess of 45 days from the date of the invoice. Late payment service charges can be assessed monthly and will be calculated on the total number of days past due. Withdrawals: Withdrawal of remaining subscription payment program funds (or portions thereof) is not expected and subject to a written request and OCLC management approval. *-Annual percentage rates indicated are rounded.
Subscription Payment Program Description Page 2 of 2 Example of Subscription Payment Program:
o Assumptions: - Monthly Invoice Amount: $100,000
- Payment of $500,000 received by OCLC on July 15, 2018
o Account Activity and Discount Calculation Account
Subscription Credit Calculation: Month Average Daily Balance5 Credit 1 07/18 $ (254,839) x 30/360 x .020 $ (425) 2 08/18 $ (397,199) x 30/360 x .020 $ (662) 3 09/18 $ (297,753) x 30/360 x .020 $ (496) 4 10/18 $ (198,357) x 30/360 x .020 $ (331) 5 Average Daily Balance calculated is the sum of each day's balance divided by the actual number of days in the month.