hwmg.stanford.edu [email protected] international consortium of library consortia 1 october 1998 jim...

hwmg.stanford.edu [email protected]

International Consortium of Library Consortia

1 October 1998

Jim HydockJeff PudewellVicky Reich

What is the

a subset of titles published with the assistance of HighWire Press

publishers with similar philosophies of access and use

pricing models which distinguish between print and online journals

1 October 1998 International Consortium of Library Consortia

Basic Assumption: Not all electronic journals are the same

• HighWire Model: Print and online journals are diverging rapidly

• The differences make a difference to users


Examples of Differences• online published ahead of print• original research results not found in print• inter-title, inter-publisher links to full-text• links to datasets and databases • forward and backward citations• research alerts and author communications• multi-year back issue access with any current

subscription


Online Journals Incorporate

• peer-reviewed multi-media (audio & video)• peer-reviewed datasets• rapid communication (letters to editors)• news and more, not found in print

Users demand this added value


Within Two Years: HW Model

• online will be journal of ‘record’

• print journal will be partial record

• print will no longer be an archive

• price link between print and online will not make sense


Publishers Offer Price Variations on Basic Schema

Online journal is a separate product from print

• print only, print+online bundle, online only• print only, no bundle, online only • no print only, print+online bundle, online only• online priced less than print• online priced more than print


All Schema

• use common site definition

• rely on fair use

• permit unlimited access at site

• offer online only purchase options (with option to cancel print)


Pricing

• offers online journal as a new, research-oriented product• reflects online/print divergence by not mandating print

retention• does not require library to guarantee publisher revenue

at previous levels• encourages the transition from print to online• favors a library strategy to consolidate print holdings

over time


Consortium Discounts

• no print discounts

• discounts for multi-site online title purchases

• per unit discounts increase with consortia size

• breaks at six, sixteen and thirty-one members

• actual publisher discounts vary


Collection Development• if consortium retains extensive print holdings, consortial

discounts for online only may not give best results

• print+online bundle may be most cost effective way to purchase the online version where extensive print holdings are retained

• best results available if ‘buying’ and ‘canceling’ can be coordinated

• consortium discounts most effective if print holdings are limited




1 October 1998


3 years of web subscription

experience

=


license contracts not needed

Publishers motivated to:

• disseminate science

• facilitate teaching and research

• strengthen scientific community

• build third world collaborations

• break even financially


Publishers Actions Consistent with Motivations:


Titles Governed by U.S. Copyright Law

flexibleopen to interpretation

not proscriptive


Section 107. Limitations on exclusive rights:

Fair use

the purpose and character of the use the nature of the copyrighted work the amount and substantiality of the portion used the effect of the use upon the potential market


Section 108. Limitations on exclusive rights:

Reproduction by libraries and archives• the reproduction or distribution is made without any

intent to gain commercial advantage• the collections are (i) open to the public, or (ii)

available not only to affiliated researchers but also to other persons doing research in a specialized field

• the reproduction or distribution of the work includes a copyright notice


Terms and Conditions Statement flexible, open to interpretation, not proscriptive


We assume readers are responsible adults with

reasonable judgement


Sometimes Consortia Require Licenses

• not to regulate readers

• but to guarantee vendor product delivery


Draft Proprietary Rights Notice Attempts to:

• codify Sections 107 and 108 for user behavior - very difficult

• specify publisher obligations


Ownership (not transferred) All of the journals and other publishedpublications accessible on or throughHWMG’s Website are and shall remain theproperty of HWMG, its affiliates, thepublishers of the respective journals or otherpublications or their authors and areprotected by US copyright and otherintellectual property laws, internationaltreaties and copyright and other intellectualproperty laws of other nations.


Availability (7 x 24) HWMG will use reasonable efforts to provideaccess to Licensed Publications on HWMG’sWebsite on a twenty-four hour per day basis,except for scheduled maintenance andinterruptions caused by unanticipated systemfailures or other conditions beyond HWMG’scontrol. In no event, however, shall HWMGhave any responsibility or liability to Subscriberfor any loss, injury or damage based upon theunavailability of HWMG’s Website or anyLicensed Publications or any errors in oromissions from HWMG’s Website or anyLicensed Publications.


Term (as agreed) This License Agreement shall remain in force solong as the Subscriber’s access to LicensedPublications remains authorized by a paidsubscription. HWMG reserves the right, at itsdiscretion, to terminate this License Agreementand Subscriber’s access to Licensed Publicationsat any time, with or without notice. In the eventof termination before the end of any subscriptionperiod, Subscriber’s sole remedy shall be theproportionate refund of paid subscription feesfor the remainder of the subscription period.


Conclusions

• Experience does not justify overhead of licenses

• Simple subscription model works




1 October 1998


Responds to ICOLC Current Perspective and Preferred Practices

HWMG program consistent with ICOLC principles

substantial agreement between ICOLC preferred practice and HWMG actual practice

Reference: ICOLC document, Part III. Preferred Practices


Contract Negotiations

• Consortia: Special discounts for online only products

• Terms and Conditions: No licensing contracts; access by 'fair use'

• Non-disclosure language: None


Pricing

• Features: Functions under heavy user demand

• Developmental Products: No public beta testing • Development Costs: Society recovers over time,

or through member assessments (costs may be lower than other groups because they are shared among HWP publishers)


Pricing 2

• Relationship to Print/Paper: ”Bundled" purchase is not required

• Multiple Models: Print plus online; online only; volume title discounts, consortia pricing….

• Cancellation Clause: None


Access, Archiving, Systems and Licenses

• Timing of Release: E-titles available before the print; sometimes in lieu of print

• Perpetual License: Subscription model; readers access all available electronic backfiles with current subscription

• Back up Copies: Will respond to an industry standard; will provide, at cost, computer output microfiche or cd-rom

• Perpetual Availability: ‘Free back issues'; readers pay for access to current content


Access, Archiving, Systems and Licenses 2

• Local Mounting: Searchable index with full-text links to the publication site may be available on request

• Data Format: Text in pdf /html; images in three sizes (gif/pdf) resolution at or above 600 dpi; three dimensional images quicktime/mpeg; videos in quicktime/mpeg; datasets in ascii/excel

• Data Integration: Full-text content hosted at Stanford due to system complexity


Content, Management Data, and Use

• Fair Use: Access is governed by 'fair use'; no restrictions on individual authorized use

• Liability: Libraries are not required to assume liability for individual misuse

• Walk-in Use: ”Walk-in" use permitted consistent with 'fair use'


Content, Management Data, and Use 2• Usage Data: Available for 1999 subscriptions

http://www.library.yale.edu/~kparker/WebStats.html

• Reader Anonymity: Library values individual reader anonymity and confidentiality

• Ethical Use of Information: Library values confidentiality and privacy


Authentication

• Access Control: IP-based authentication for institutional access




1 October 1998


hwmg.stanford.edu [email protected] international consortium of library consortia 1 october 1998 jim...

Documents

online version

online onlyonline

online journals1

online onlyprint

library strategy

print retentiondoes

extensive print holdings

consortia sizebreaks