Assessing Return on Investment for E-Resources: A Cross-Institutional Analysis of Cost-Per-Use Data

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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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Print was simpler.
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This has been replaced by

• From Appendix B of the 2004 report of the Digital
  Library Federations Electronic Resources
  Management Initiative.

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This Has been replaced by

• From Appendix B of the 2004 report of the Digital
  Library Federations Electronic Resources
  Management Initiative.

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IndeedThis Has been replaced by
Print was simpler.

• From Appendix B of the 2004 report of the Digital
  Library Federations Electronic Resources
  Management Initiative.

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IndeedThis Has been replaced by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 Federations Electronic Resources
  Management Initiative.

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

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

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

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Cost-Per-Use Annual Subscription CostAnnual
Use
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Cost-Per-Use
Should always be considered in the context of
qualitative measures of ROI.
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Cost-Per-Use A powerful tool for assessing
return on investment.
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Cost-Per-Use A powerful tool for assessing
return on investment.But are we using CPU data
to its fullest potential?
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Chuck Hamakers idea A cross-institutional
analysis of CPU data

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Carnegie Classifications Carnegie Classifications 2009 ASERL Statistics 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)
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Caveat Data is generally from 2009 (complete
2010 data wasnt yet available)
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Caveat Data is generally from 2009 (complete
2010 data wasnt yet available)
Caveat The coverage ranges for cost and use data
didnt always overlap completely.
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Caveat Data is generally from 2009 (complete
2010 data wasnt yet available)
Caveat The coverage ranges for cost and use data
didnt always overlap completely.
Caveat Institution-by-institution access
sometimes differed .
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Caveat Data is generally from 2009 (complete
2010 data wasnt yet available)
Caveat Not all sources of use data were COUNTER
compliant.
Caveat The coverage ranges for cost and use data
didnt always overlap completely.
Caveat Institution-by-institution access
sometimes differed.
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We cant really use this studys results to make
sweeping conclusions.
Caveat Data is generally from 2009 (complete
2010 data wasnt yet available)
Caveat Not all sources of use data were COUNTER
compliant.
Caveat The coverage ranges for cost and use data
didnt always overlap completely.
Caveat Institution-by-institution access
sometimes differed.
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Five Categories of Resources

• Publisher journal packages
• Commercial publishers
• Society publishers
• University presses
• Full-text aggregators
• Site licenses to journals
• Indexing abstracting databases
• Other stuff

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Publisher Journal Packages Publisher Journal Packages Publisher Journal Packages Publisher Journal Packages Publisher Journal Packages 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
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Publisher Journal Packages - Commercial Publisher Journal Packages - Commercial Publisher Journal Packages - Commercial Publisher Journal Packages - Commercial Publisher Journal Packages - Commercial Publisher Journal Packages - Commercial
  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
Average 8.57 7.35 6.59 13.80 6.52
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Publisher Journal Packages - Society Publisher Journal Packages - Society Publisher Journal Packages - Society Publisher Journal Packages - Society Publisher Journal Packages - Society Publisher Journal Packages - Society
  UNC Charlotte ECU UNC Wilmington UNC Greensboro
Resource Average CPU CPU CPU CPU CPU
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  
Average 15.43 9.67 15.38 22.62 9.91
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Publisher Journal Packages - University Presses Publisher Journal Packages - University Presses Publisher Journal Packages - University Presses Publisher Journal Packages - University Presses Publisher Journal Packages - University Presses Publisher Journal Packages - University Presses
  UNC Charlotte ECU UNC Wilmington UNC Greensboro
Resource Average CPU CPU CPU CPU CPU
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 6.17 6.34 6.17 6.21 5.76
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Full-Text Aggregators Full-Text Aggregators Full-Text Aggregators Full-Text Aggregators Full-Text Aggregators Full-Text Aggregators
  UNC Charlotte ECU UNC Wilmington UNC Greensboro
Resource Average CPU CPU CPU CPU CPU
ATLA Religion 4.34 1.25 1.62 8.90 5.61
CIAO Columbia Int. Affairs Online 2.07 1.67 3.96 2.15 0.51
Communication Mass Media Complete 0.52 0.03 0.63 0.89 0.53
EconLit 3.84 3.49     4.18
Literature Resource Center 3.68 2.91   7.15 0.99
Project Muse 1.84 1.29 1.96 2.18 1.94
PsycArticles 0.61 0.27 1.06 0.54 0.58
SPORTdiscus 0.55 0.35 0.35 0.96  
Average 2.18 1.41 1.60 3.25 2.05
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Site Licenses to Individual Journals Site Licenses to Individual Journals Site Licenses to Individual Journals Site Licenses to Individual Journals Site Licenses to Individual Journals Site Licenses to Individual Journals
  UNC Charlotte ECU UNC Wilmington UNC Greensboro
Resource Average CPU CPU CPU CPU CPU
Nature 3.71 3.08 3.01 5.35 3.41
Nature Biotechnology 24.70 18.00 16.75   39.36
Nature Cell Biology 42.92 55.59 13.10   60.07
Nature Genetics 20.62 14.82 12.04   35.01
Nature Medicine 20.61 26.71 7.13   27.98
Nature 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
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Indexing Abstracting Services Indexing Abstracting Services Indexing Abstracting Services Indexing Abstracting Services Indexing Abstracting Services Indexing Abstracting Services
  UNC Charlotte ECU UNC Wilmington UNC Greensboro
Resource Average CPU CPU CPU CPU CPU
Abstracts in Social Gerontology 0.13 0.04     0.21
America, History and Life 0.41 0.12 0.66 0.20 0.64
Avery Index to Architectural Per. 0.48 0.28     0.69
Engineering Village (Compendex) 16.38 2.54 30.22    
Film and Television Lit Index 0.05 0.04 0.07   0.05
Historical Abstracts 0.49 0.13 0.77 0.23 0.82
Journal Citation Reports Web 7.99 5.25 8.00 10.73  
Mathscinet 0.73 0.11 0.25 1.72 0.85
MLA International Bibliography 0.15 0.17 0.21 0.12 0.09
Music Index Online 1.09 2.89 0.28 0.09
Oxford English Dictionary Online 0.43 1.01 0.46 0.08 0.16
Philosopher'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 0.16
Social Work Abstracts 0.13 0.08 0.12   0.19
Ulrichs Periodicals Directory 2.02 4.32   0.86 0.89
Web of Science 1.80 0.92 2.24 1.18 2.87
Average 2.33 1.62 3.46 1.69 0.64
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Other Resources Other Resources Other Resources Other Resources Other Resources Other Resources
  UNC Charlotte ECU UNC Wilmington UNC Greensboro
Resource Average CPU CPU CPU CPU CPU
American Periodical Series Online (archival fee) 1.17 1.48 1.43   0.61
Dictionary of National Biography 4.02 8.00 2.61 2.50 2.96
Historical Statistics of the United States (archival fee) 0.55 0.38   0.96 0.30
JSTOR (archival fee) 0.26 0.12 0.16 0.36 0.40
Proquest Dissertations Theses 2.20 2.30     2.10
Times (London) Digital Archive 1.10 1.36     0.84
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Three Questions
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Three Questions

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

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Three Questions

• What does a cross-institutional CPU
  analysis actually tell us?
• How can we use what it tells us?

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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?

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Questions/Comments

• Patrick L. Carr
• Head of Electronic Continuing Resource
  Acquisitions
• Joyner Library
• East Carolina University
• Greenville, North Carolina 27858
• email carrp_at_ecu.edu
• phone [phone]