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collections and Journals Review 2009

FAQ

What is the timeline for the serials cancellation project?
Timeline

Because serials are ordered and paid for several months before the beginning of the subscription year, the serials review needs to take place during the spring and early summer months. The cancellations requests for the 2009/2010 subscription year need to be made with the serial vendors by summer 2009.

January 16 Departmental Library Representatives Special Meeting
February 6

Distribution of serials review lists

March 6

Deadline for feedback to the Libraries on the serial review list

April 10

Distribute proposed cancellation list for review

April 24

Faculty return comments about proposed cancellation list

May 15

Final list of cancelled journals

July 1

Initiate journal cancellations

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What is the dollar amount of this budget reduction?
The NCSU Libraries has estimated that it will need to reduce the collections budget in 2009-2010 by approximately $1,000,000. Projected budget reductions from the university, combined with expected inflation for journals and databases of $425,000 (at a 7% annual inflation rate), necessitate planning for a reduction of this size.

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How are titles being selected for cancellation?
Because this serials review is a comprehensive evaluation of all subscription-based costs, it is important to assess all print and online serials titles to which the NCSU Libraries currently subscribes.  The evaluation of serials will involve a combination of quantitative, qualitative and cost measures. All cancellation decisions will be made in consultation with faculty. To this end, the lists of serials titles include data for evaluation such as publishers, costs, journal impact factors, frequency of publications and citations to the serials by NCSU researchers, broad subjects, usage data of the online versions (downloads) from 2007 and 2008, and presence/absence in a package. If a title is part of a package, this indicates that it is subscribed (usually at a discount) as part of a package/bundled group of journals. Sometimes low use titles are packaged with high use, high value titles, and some needed titles are less expensive in a package.

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Why is the Libraries focusing on cancelling serials?
The NCSU Libraries spends approximately 75% of collections funds on serials. Serials costs have been increasing between 7%-12% per year.  In comparison, books have been increasing at approximately 3%-5% per year. To prevent serials from consuming the entire collections budget, we must look at cutting back on some of the serials we purchase.

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Will the Libraries’ also spend less on books?
Yes. The Libraries will be reviewing all areas of collecting to absorb this budget reduction.

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Can the Libraries save money if it purchases only online journals?
It depends. The subscription model differs from publisher to publisher. With some publishers, online access comes "free" with a print subscription. In some instances, the publisher requires that the Libraries subscribe to both the print and electronic versions of a title at a combined cost; the electronic version is not available on a separate subscription. Other publishers provide a small savings usually 5%-10% for online-only access.

It should be remembered that the savings by moving to online-only subscriptions and cancelling the print counterpart can only be realized once.  While switching to online-only subscriptions eliminates some costs of processing print materials (e.g., receipt and processing, shelving, binding, circulation, stacks maintenance), new costs are created (licensing, cross-resource linking, maintaining and troubleshooting access problems).

In making the decision to subscribe to online-only resources, the Libraries will evaluate whether there is a reliable archiving model such as LOCKSS and/or Portico in place for a title before cancelling the print format.

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Why are there some journal titles that are fully available online and that faculty may use regularly, but are not on the review list?
Through its consortial partners such as TRLN, the Libraries have license agreements with several publishers that allow us access to a broader selection of titles (a.k.a. non-subscribed titles) beyond our subscribed list. Only our subscribed titles appear on the serial review list.

Typically after cancelling a subscribed title the Libraries will maintain electronic access to the subscribed years/backfiles of a title. However, if we cancel or decide to not renew a license, we may lose all access to the additional non-subscribed titles.

Please let us know of any currently accessible but non-subscribed titles that you value so that we have that data as part of the review process. We are noting usage trends of these currently accessible/non-subscribed titles.

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What are the guiding principles for this collection budget reduction?
While we identify ways to reduce the collections budget, we will seek to:

  • Develop and sustain access to research materials with available funding to support research, teaching and extension.
  • Maintain an appropriate balance among disciplines and user groups.
  • Remain flexible enough to respond to new research areas and purchase new resources.
  • Support a reasonable balance between monographs and serial commitments.
  • Use gift funds strategically to purchase important resources when the opportunity arises.
  • Collaborate with the NCSU community to make the best decisions for our campus.

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Can I donate a personal journal copy to the Libraries?
We very much appreciate the offer, but in most cases, publishers have different pricing structures for individuals and institutions and the cost to individuals is typically much less. Publishers do not expect the personal copy to be used in a library, and doing so may violate a subscription agreement. In addition, arrangements for using personal copies may result in significant delays, gaps in coverage, and other problems for library patrons.

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What can a faculty member do to help?
The most immediate action a faculty member can take is to participate actively in the review by giving the Libraries your feedback.  Talk with your departmental library representative (http://www.lib.ncsu.edu/collectionmanagement/libreps_current.html) about the review process. Provide a list of titles that you want the Libraries to retain to either your departmental library representative or to the Libraries directly, through these contacts. Make sure you submit your list by the date listed in the review timeline.

Faculty can also engage in activities that have an enormous impact on scholarly communication issues. The Libraries encourage you to:

  • Learn more about journal pricing and inflation.
  • Stay aware of publisher policies regarding authors' retention of copyright.
  • Examine what scholarly journals you publish in as well as your service on editorial boards.
  • Support the efforts by professional associations, societies, and other organizations to develop alternative, less costly means of distributing scholarly information.

Learn more about these issues in scholarly communication at: http://www.lib.ncsu.edu/dspc/challenge.html

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When will the cancellations go into effect?
Most of the cancellations will take effect in FY 2009 – 2010. This means that Libraries’ subscriptions and standing orders for titles slated for cancellation will end with the 2009 volume in most instances.

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How does this review relate to previous serial cancellation projects?
The Libraries last conducted a comprehensive serials review project in Spring 2006. The 2006 review targeted subscriptions to periodicals, newspapers, and indexes/abstracts, with the aim to reduce subscriptions expenditures by approximately $277,000.00.  Due to a reversion of the decision to reduce the overhead funding allotted to support the collections, this cancellation did not need to be carried out.  However, during Spring 2005, the Libraries conducted a serials review that did culminate in reducing serials subscriptions by $250,000 due to continuing and persistent inflation in the cost of scholarly journals and other electronic resources. 

Serials Review 2002
Serials Review 2005
Serials Review 2006

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How can I get access to titles once they have been cancelled?
The Libraries’ Tripsaver (http://www.lib.ncsu.edu/tripsaver/) service can be used to request articles, books or other documents that the Libraries does not own or offer access to. In most cases, journal articles will be delivered directly to your desktop.

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What about other parts of the Libraries’ budget?

The Libraries is comprehensively reviewing its budget, making strategic, programmatic reductions, slowing and freezing hiring, reducing equipment expenditures, and extending existing collaboration with its Triangle partners (http://www.trln.org).  We understand how central the collection is to research and teaching and are doing everything we can to limit the impact of budget cuts.  However, because the collections budget is a large part of the Libraries’ overall budget, we can not avoid collections reductions in the face of 7% cuts to the budget.

Funds for capital projects, such as the James B. Hunt Jr. Library (http://www.lib.ncsu.edu/huntlibrary/index.html), come from separate budget lines that can not be used for library collections and services.  The Hunt Library has been fast-tracked by the state in part to provide a strong short-term stimulus for the state’s economy.

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Whom should I contact at the Libraries for more information?
For more information or any questions please contact:

Annette Day
Interim Head, Collection Management
annette_day@ncsu.edu
919-513-2129

Greg Raschke
Associate Director for Collections and Scholarly Communication
greg_raschke@ncsu.edu
919 - 515-7188

Or the Collection Manager/Branch Director for your subject area.

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