Unbundling Big Deals at Université de Montréal: A Case Study
Explore the experience of unbundling big deals at Université de Montréal through a detailed journal review project. Discover the methodology, results, and impacts of their acquisition budget from 2006 to 2016. Gain insights into the essential titles identified from a vast collection of journals for effective decision-making.
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Journal review project and unbundling big deals experience at Universit de Montr al St phanie Gagnon Directrice des collections, Universit de Montr al Canadian AUL Day, October 27th2016
1. Universit de Montrals context 2. Methodology 3. Results 4. Impacts 2
Acquisition budget 2006-2016 14 Millions a breaking point 13 12 11 10 9 8 7 6 5 Acquisitions budget Serials budget Inflation of serials costs 3
The Wiley Methodology, 2014 Methodology Feedback from our community The Working Group on the Journals collection, an improved methodology, 2015 Improving the methodology Take in consideration the community needs 5
Collecting quantitative data Consultation with the community 6
Humanities, Arts, Law Downloads (85%) Health Downloads (80%) Citations (0%) Citations (80%) Mentions (85%) Sciences & Engineering Mentions (80%) Downloads (80%) Downloads (80%) Citations (80%) Mentions (80%) Citations (80%) Mentions (80%) Social Sciences Step 3 : Identification of Essential titles out of a collection of 50 000 titles 7
Global results of the analysis UdeM s collection Out of 50 000 journals Used journals 16,800 Cited journals 9,000 Journals mentioned by our community in the survey 8,000 subtotal 27,000 unique titles used/cited/mentionned 4,900 essential titles (80%) Additional titles (from validation by departments) 1,000 subtotal 5,900 unique essential titles 2,940 titles with quantitative approach 2,960 titles from community consultation 9
UdeMs Essential titles in big deals Top 5 publishers Big deal UdeM s Essential titles Elsevier 2,200 + 735 John Wiley & Sons 1,500 + 553 Springer-Nature 2,300 + 266 Taylor and Francis Group 2,000 + 253 Sage Publication 700 + 247 10
Prices for individual subscriptions to essential titles (list price) 50 % scenario Big deal negotiated price 80% scenario Publisher A 175,000$ 250,000$ 100,000$ Publisher B 500,000$ 950,000$ 425,000$ Publisher C 500,000$ 375,000$ 150,000$ Publisher D 775,000$ 1,200,000$ 300,000$ 11
Results and benefits for UdeM Savings and negotiations Collection Accessment Other Benefits $1,000,000, annually Community informed, engaged and supportive Best Knowledge of community s needs Serials budget : control Powerful analytical tool Books budget : increase purchase capacity All subscriptions are analysed New way to do business 13
CONCLUSION 10% of our collection are essential for our community In the best situation, only 38% of big deals titles are essential Unbundling have been the result of some negociations, but its not our main target Our objectives : getting the best at the fair price Success came with communication Next steps : continue to communicate the issues to mobilise others Support open access initiatives Mobilization of internal partners (researchers, administrations, students, community) Mobilisation of other libraries (CRKN institutional mobilization toolkit) Collective pressure on publishers (JUP, etc.) 14
Stephanie.Gagnon.16@umontreal.ca 514 343-7653 Nouvelle re pour les collections : www.bib.umontreal.ca/collections-nouvelle-ere Final report of the Working Group on the Journals Collection : www.bib.umontreal.ca/a-propos/rapport-gtcp-vf_14- 10-2015.pdf CRKN Institutional Mobilization Toolkit, http://crkn.ca/imtg 15
