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Managing To Librarians' Expectations: Serials Purchasing Criteria and the Impact of Open Access on Purchasing

M.J. TooeyExecutive Director

Health Sciences and Human Services LibraryUniversity of Maryland, Baltimore

November 16, 2004

First, the existential question…

Why am I here?

The Easy Answers?

Priscilla Markwood invited meI didn’t have anything else on my scheduleBaltimore is just a short train ride to PhiladelphiaI’m a librarian

The More Complex Answers?

The Chinese curse of “may you live in interesting times”The FASEB meeting this past summerConcern about relationship degradation and open accessI’m a librarian

Today, I would like to…

Review the purchase of serials in a academic health sciences library settingLook at the impact of e-journalsShare some thoughts about pricingDiscuss marketing strategies(Finally) Express some thoughts about Open Access

First a little about my environment…

Only publicly funded HSL in MarylandCampus populationd of over 10,000. Serve SoM, SoP,SoD, SoN, SSW, & Graduate School. Law School has own library (cooperative agreements. Clinical center and VANN/LM SE/ARML – five year contract with NLMPart of USM ConsortiumApprox. $ 2 Million materials budget – flat fundingCollection size – 380,000 volumes, 4200 unique serials360,000 physical and 1.5 million virtual visitors

Serials Purchasing

Or Not…

CriteriaCollection development policies based on research, education, clinical care and service programs of UMB.Journal Evaluation Projects – past two years – over $400,000 in resources cutReview committees, faculty liaisonsPricing and Licensing (more later)Format – e or print or both?

Impact of e-journalsPreferred by usersHarder to manage

Ownership vs. licensingRestrictions on accessUse in resource sharing Archival policyInstitutional repositories, copyright, and intellectual property rights

Show Stoppers (or at least Show Stumblers)

Fair and equitable pricingLicensing requirementsPermissions for sharing or interlibrary loaningArchival policyConsortial purchases – the “big deal”Perception of duplicity

Advertising and Marketing –How to Get to Us

Informal poll at HS/HSL, UMBThrow away paperLike targeted emails with imbedded web sites

• Easy to delete• Easy to forward

Review products at annual meetingsRelationships with sales repsGraft and corruption ;-)

The Role of Subscription Agents

Blessing and CurseMake our jobs much easierIncreasingly complex organizations with diverse products and servicesLibraries are frequently “middle men” tracking our rights/permissions and checking correctness of subscription lists and formats

Open AccessWhich flavor?PLoS, BioMed Central, ElsevierNIH Public Access Proposal – “Zerhouni Proposal”Issues

Who pays?Who loans?Implications for libraries

Librarians are not the enemy…

We advocate for and protect copyrightPhilosophical vs practical considerationsThe 900 lb gorilla of the “bottom line” Who really “owns” the issue of open access?Cooperation and conversation – not confrontation

Thanks!

Questions?

Please feel free to contact me mjtooey@hshsl.umaryland.edu

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