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Saving time & money
in the short(!) run…
 …using Pubget Paperstats auto-harvested aggregated
 usage statistics to rapidly & responsibly trim a big deal

                    Jason S Price, PhD
                    Science Collections Librarian
                    Claremont Colleges Library
Use case…
                                   Big Publisher wants the invoice ok’ed
                                   within the week (no prior notice!), but you
                                   want/need to use your cancellation clause
                                   to mitigate the rising costs of their big deal

                                   Collection team meeting is tommorrow &
                                   the faculty board meets later in the week

                                   Can it be done (responsibly)? Yes, it can!

blackenterprise.com 12/2010 n.c.
Responsible cancellation:
 • Addresses exceptions

 • Uses multiple years of usage data

 • Takes into account title changes

 • Allows for informed input from colleagues

 • Leaves room for subjectivity in decision making
By the numbers:
 1) Upload pricing data
                                            Jessica Feis

 2) Download 3 yrs COUNTER usage w/price

 3) Adjust PPU by usage period

 4) Consolidate usage from changed titles

 5) Propose cancellations with data

 6 (Evaluate ROI)
Upload pricing data
    10min issn,cost x 268 titles (from xl quote)
        1234-5678,$1200
        2345-678x,$300
        …
    80min Complications:
       • Missing ISSNs (20)
       • Divide costs for packages (18)
       • eISSNs instead of pISSNs (!)
           (easy MS access query on web title list)

    =90min to complete uploaded pricelist
2) Download 3 yrs COUNTER usage w/price

  issn            title     months   full_text   pdf   html   2012 Price
  0008-4948    Journal 1      12        19       16     3         $2,648
  0022-202X    Journal 2      12        14       14     0           $454
  0035-9017    Journal 5      20        34       34     0         $2,644
  0080-6765    Journal 6      20        0        0      0           $276
  0267-5498    Journal 8      20        62       33    29           $252
  0148-0812    Journal 9      24        32       20    12           $910
  0343-5520    Journal 11     24        5        5      0           $233
  0934-3148    Journal 12     24        47       24    23           $298
  0960-7447    Journal 13     24        62       48    14           $141
  0966-0941    Journal 14     36       165       127   38         $1,724
  1054-2353    Journal 15     36        25       17     8           $206

              Aggregation across years
Flashback to a 2007 nightmare:
Which titles should we cancel?
                                Every title
  NEED
              Unique Title                        Combined                   Subscribed
               identifier      represented
                                                    Data                      Title List
                                every year
                                                                              with price
                                                                              48 Titles
    2003 JR1           2003 JR1          2003 JR1
    479 rows           465 titles        545 titles                        Select Query




                                    85
    2004 JR1           2004 JR1          2004 JR1
                       485 titles        545 titles         2003-2006          48 Subs
    552 rows
                                                          # of FT VIEWS         Titles
    2005 JR1           2005 JR1     60   2005 JR1            545 Titles        with 3-yr
    671 rows           530 titles        545 titles                             Use &
                                    15
                                                                                Price
    2006 JR1           2006 JR1          2006 JR1
    799 rows           545 titles        545 titles
                                                                          Find Unmatched
                                                                               Query
               Remove
                                Add titles
             Duplicated                                                         497
                               cascading
  ACTION




           Titles (backfile                                                   Un-Subs
                              backward to       Select Query
            entries, sub-                                                      Titles
                                 allow            to join stats
                 titles,                                                      with 3-yr
                              complete 3yr      from all years
             incomplete                                                         Use
                               use query
           splits, backfill
                ISSNs)
2) Download 3 yrs COUNTER usage w/price

  issn            title     months   full_text   pdf   html   2012 Price
  0008-4948    Journal 1      12        19       16     3         $2,648
  0022-202X    Journal 2      12        14       14     0           $454
  0035-9017    Journal 5      20        34       34     0         $2,644
  0080-6765    Journal 6      20        0        0      0           $276
  0267-5498    Journal 8      20        62       33    29           $252
  0148-0812    Journal 9      24        32       20    12           $910
  0343-5520    Journal 11     24        5        5      0           $233
  0934-3148    Journal 12     24        47       24    23           $298
  0960-7447    Journal 13     24        62       48    14           $141
  0966-0941    Journal 14     36       165       127   38         $1,724
  1054-2353    Journal 15     36        25       17     8           $206

              Automatically harvested (really)…
3) Adjust Cost per use by usage period

issn            title     months   full_text   pdf   html   2012 Price PPU
0008-4948    Journal 1      12        19       16     3         $2,648   $139.37
0022-202X    Journal 2      12        14       14     0          $454        $32.45
0035-9017    Journal 5      20        34       34     0         $2,644   $129.60
0080-6765    Journal 6      20        0        0      0          $276 #DIV/0!
0267-5498    Journal 8      20        62       33    29          $252         $6.78
0148-0812    Journal 9      24        32       20    12          $910        $56.87
0343-5520    Journal 11     24        5        5      0          $233        $93.26
0934-3148    Journal 12     24        47       24    23          $298        $12.69
0960-7447    Journal 13     24        62       48    14          $141         $4.54
0966-0941    Journal 14     36       165       127   38         $1,724       $31.34
1054-2353    Journal 15     36        25       17     8          $206        $24.76
4) Consolidate changed titles


90m Nothing automatic here, unfortunately
 • Titles with less than 36 months of usage may have former titles
   that may need to be consolidated
 • Had to sleuth out stealth packages and the like, but then…
5) An accurate list
             to support informed decisions
Print ISSN    Title        months full_text pdf html     2012 Price   PPU           Cancel?
1369-1473     Journal 1          36       6   2        4      1,039.91    $519.95      x
1086-9379     Journal 2          36       8   8        0      1,323.00    $496.13
0022-1937     Journal 3          36       1   1        0       143.39    $430.16
1932-5223     Journal 4          36      89 76         13    9,108.72    $307.04
0022-0655     Journal 5          36      16 11         5     1,218.14    $228.40
0307-4412     Journal 6          36       9   9        0       606.38    $202.13
0305-1838     Journal 7          36      11   5        6       707.56    $192.97
1369-7412     Journal 8          36      15   6        9       956.81    $191.36
0007-1129     Journal 9          24       5   5        0       473.55    $189.42
1040-0397     Journal 10         36      73 57         16    4,565.97    $187.64       x
1546-6086     Journal 11         36      22 18         4     1,268.10    $172.92
1066-8527     Journal 12         36      10   5        5       536.96    $161.09
0044-0124     Journal 13         36      24 24         0     1,285.15    $160.64
0031-0239     Journal 14         36      13 10         3       694.18    $160.19
1538-7933     Journal 15         36      19   9        10    1,013.72    $160.06       x
Return on investment:
Investment:
• 4 Hours Prep time + Discussion (sunk costs)
• Annual fee for Paperstats
Return:
• Responsible cancellation of 3 journals - $6600
Cancellations from 1 package in 1 year cover the
cost of a paperstats subscription in perpetuity!!!
Bonus slide #1 Reality check
Bonus slide #1 Reality check
Saving time and money in the short(!) run...

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Saving time and money in the short(!) run...

  • 1. Saving time & money in the short(!) run… …using Pubget Paperstats auto-harvested aggregated usage statistics to rapidly & responsibly trim a big deal Jason S Price, PhD Science Collections Librarian Claremont Colleges Library
  • 2. Use case… Big Publisher wants the invoice ok’ed within the week (no prior notice!), but you want/need to use your cancellation clause to mitigate the rising costs of their big deal Collection team meeting is tommorrow & the faculty board meets later in the week Can it be done (responsibly)? Yes, it can! blackenterprise.com 12/2010 n.c.
  • 3. Responsible cancellation: • Addresses exceptions • Uses multiple years of usage data • Takes into account title changes • Allows for informed input from colleagues • Leaves room for subjectivity in decision making
  • 4. By the numbers: 1) Upload pricing data Jessica Feis 2) Download 3 yrs COUNTER usage w/price 3) Adjust PPU by usage period 4) Consolidate usage from changed titles 5) Propose cancellations with data 6 (Evaluate ROI)
  • 5. Upload pricing data 10min issn,cost x 268 titles (from xl quote) 1234-5678,$1200 2345-678x,$300 … 80min Complications: • Missing ISSNs (20) • Divide costs for packages (18) • eISSNs instead of pISSNs (!) (easy MS access query on web title list) =90min to complete uploaded pricelist
  • 6.
  • 7.
  • 8. 2) Download 3 yrs COUNTER usage w/price issn title months full_text pdf html 2012 Price 0008-4948 Journal 1 12 19 16 3 $2,648 0022-202X Journal 2 12 14 14 0 $454 0035-9017 Journal 5 20 34 34 0 $2,644 0080-6765 Journal 6 20 0 0 0 $276 0267-5498 Journal 8 20 62 33 29 $252 0148-0812 Journal 9 24 32 20 12 $910 0343-5520 Journal 11 24 5 5 0 $233 0934-3148 Journal 12 24 47 24 23 $298 0960-7447 Journal 13 24 62 48 14 $141 0966-0941 Journal 14 36 165 127 38 $1,724 1054-2353 Journal 15 36 25 17 8 $206 Aggregation across years
  • 9. Flashback to a 2007 nightmare: Which titles should we cancel? Every title NEED Unique Title Combined Subscribed identifier represented Data Title List every year with price 48 Titles 2003 JR1 2003 JR1 2003 JR1 479 rows 465 titles 545 titles Select Query 85 2004 JR1 2004 JR1 2004 JR1 485 titles 545 titles 2003-2006 48 Subs 552 rows # of FT VIEWS Titles 2005 JR1 2005 JR1 60 2005 JR1 545 Titles with 3-yr 671 rows 530 titles 545 titles Use & 15 Price 2006 JR1 2006 JR1 2006 JR1 799 rows 545 titles 545 titles Find Unmatched Query Remove Add titles Duplicated 497 cascading ACTION Titles (backfile Un-Subs backward to Select Query entries, sub- Titles allow to join stats titles, with 3-yr complete 3yr from all years incomplete Use use query splits, backfill ISSNs)
  • 10. 2) Download 3 yrs COUNTER usage w/price issn title months full_text pdf html 2012 Price 0008-4948 Journal 1 12 19 16 3 $2,648 0022-202X Journal 2 12 14 14 0 $454 0035-9017 Journal 5 20 34 34 0 $2,644 0080-6765 Journal 6 20 0 0 0 $276 0267-5498 Journal 8 20 62 33 29 $252 0148-0812 Journal 9 24 32 20 12 $910 0343-5520 Journal 11 24 5 5 0 $233 0934-3148 Journal 12 24 47 24 23 $298 0960-7447 Journal 13 24 62 48 14 $141 0966-0941 Journal 14 36 165 127 38 $1,724 1054-2353 Journal 15 36 25 17 8 $206 Automatically harvested (really)…
  • 11. 3) Adjust Cost per use by usage period issn title months full_text pdf html 2012 Price PPU 0008-4948 Journal 1 12 19 16 3 $2,648 $139.37 0022-202X Journal 2 12 14 14 0 $454 $32.45 0035-9017 Journal 5 20 34 34 0 $2,644 $129.60 0080-6765 Journal 6 20 0 0 0 $276 #DIV/0! 0267-5498 Journal 8 20 62 33 29 $252 $6.78 0148-0812 Journal 9 24 32 20 12 $910 $56.87 0343-5520 Journal 11 24 5 5 0 $233 $93.26 0934-3148 Journal 12 24 47 24 23 $298 $12.69 0960-7447 Journal 13 24 62 48 14 $141 $4.54 0966-0941 Journal 14 36 165 127 38 $1,724 $31.34 1054-2353 Journal 15 36 25 17 8 $206 $24.76
  • 12. 4) Consolidate changed titles 90m Nothing automatic here, unfortunately • Titles with less than 36 months of usage may have former titles that may need to be consolidated • Had to sleuth out stealth packages and the like, but then…
  • 13. 5) An accurate list to support informed decisions Print ISSN Title months full_text pdf html 2012 Price PPU Cancel? 1369-1473 Journal 1 36 6 2 4 1,039.91 $519.95 x 1086-9379 Journal 2 36 8 8 0 1,323.00 $496.13 0022-1937 Journal 3 36 1 1 0 143.39 $430.16 1932-5223 Journal 4 36 89 76 13 9,108.72 $307.04 0022-0655 Journal 5 36 16 11 5 1,218.14 $228.40 0307-4412 Journal 6 36 9 9 0 606.38 $202.13 0305-1838 Journal 7 36 11 5 6 707.56 $192.97 1369-7412 Journal 8 36 15 6 9 956.81 $191.36 0007-1129 Journal 9 24 5 5 0 473.55 $189.42 1040-0397 Journal 10 36 73 57 16 4,565.97 $187.64 x 1546-6086 Journal 11 36 22 18 4 1,268.10 $172.92 1066-8527 Journal 12 36 10 5 5 536.96 $161.09 0044-0124 Journal 13 36 24 24 0 1,285.15 $160.64 0031-0239 Journal 14 36 13 10 3 694.18 $160.19 1538-7933 Journal 15 36 19 9 10 1,013.72 $160.06 x
  • 14. Return on investment: Investment: • 4 Hours Prep time + Discussion (sunk costs) • Annual fee for Paperstats Return: • Responsible cancellation of 3 journals - $6600 Cancellations from 1 package in 1 year cover the cost of a paperstats subscription in perpetuity!!!
  • 15. Bonus slide #1 Reality check
  • 16. Bonus slide #1 Reality check