Periodicals In a Sea of Change, Do You Sink or Swim?

ASDAL 2001, Pacific Union College            Slide 1

Periodicals In a Sea of Change, Do You Sink or Swim?

Marilyn Gane
Head, Periodicals Department
James White Library
Andrews University

ASDAL 2001, Pacific Union College

ASDAL 2001, Pacific Union College            Slide 2

Serials Crisis

• Inflation in subscription costs
• Explosive growth in scholarly publishing
• Increase in electronic titles
• Static or reduced budgets
• In addition, at JWL:
• • Shortage of space
  • Demands of off-campus students

ASDAL 2001, Pacific Union College            Slide 3

Bailing ...

• Subscriptions to full-text databases
• Subscriptions to e-journals and JSTOR
• Integrated list of all JWL periodicals – print and electronic – on library website
• Cancellations
• Weeding projects

ASDAL 2001, Pacific Union College            Slide 4

Results?

• Still sinking
• Problems still there
• Faculty distrust
• Short term solutions to long term problems
• STRATEGY

ASDAL 2001, Pacific Union College            Slide 5

Periodicals Strategy Team

• September 1999
• 12 member team
• Terms of reference
• Regular meetings
• "Homework"
• Lunch!
• Prepare a plan with recommendations and steps for implementation

ASDAL 2001, Pacific Union College            Slide 6

Our Progress

• Review the literature
• Comparison of print and electronic periodicals
• Comparison of JWL with peer institutions in Michigan
• Learn about electronic periodical resources

ASDAL 2001, Pacific Union College            Slide 7

Our Findings

• Pricing and budgets
• Dependence on periodical resources varies
• Wide range of access options available
• Archiving responsibility of JWL
• Need for adequate technological infrastructure
• Need for training

ASDAL 2001, Pacific Union College            Slide 8

Possible Strategies...

• Re-allocate the library resources budget
• Collaborate
• Review usage statistics
• Initiate paradigm shift
• Profile each academic department
• Determine whether ownership or access is most appropriate

ASDAL 2001, Pacific Union College            Slide 9

• Determine most appropriate format
• Provide adequate technological infrastructure
• Involve Library Liaisons in departmental profiling
• Provide adequate training
• Determine criteria for future weeding projects
• Explore document delivery options
• Market!

ASDAL 2001, Pacific Union College            Slide 10

Our Plan - Periodicals 2000

• Purpose: To provide access to a broad and expanding range of periodical resources at Andrews University to that information is available whenever and wherever it is needed

ASDAL 2001, Pacific Union College            Slide 11

Periodicals 2000

• Fiscal Objective: To reduce the total increase in annual subscription and access costs to not more than 50% of the average annual serials price (approx 5%). This rate will be known as the Periodical Cost Benchmark (PCB)

ASDAL 2001, Pacific Union College            Slide 12

12 Point Plan...

1. Administration and faculty recognize that there is a crisis in periodicals funding.

   
   

2. Administration and faculty recognize that electronic technologies provide new and innovative ways to access periodical resources.

ASDAL 2001, Pacific Union College            Slide 13

3. The JWL Periodicals budget is redefined to encompass electronic full-text and document delivery as well as traditional print subscriptions.

   
   

4. Funds and shifted from the Library's Book Budget to the Periodicals Budget.

ASDAL 2001, Pacific Union College            Slide 14

5. Recognize that JWL has archival responsibility in some subject areas while "access" to periodical literature is acceptable in other subject areas.

   
   

6. Develop a profile for each academic department in respect to its use and dependence on periodical resources.

ASDAL 2001, Pacific Union College            Slide 15

7. Target journals which show consistent price increase above the PCB rate for evaluation by librarians and department faculty

   
   

8. Implement a Current Awareness Service and rapid Document Delivery as a subscription alternative to high cost/low use journals.

ASDAL 2001, Pacific Union College            Slide 16

9. Reorganize existing interlibrary loan procedures to provide rapid fulfillment of journal article requests.

   
   

10. Collaborate with other academic libraries, via consortial agreements, for cooperation in collection development, database access and preservation.

ASDAL 2001, Pacific Union College            Slide 17

11. Administration encourages faculty to have computers and printers which are adequate for accessing and using the library's electronic resources, and the Library provides training in the use of those resources.

    
    

12. Have department faculty representation on the JWL Resources Development Committee.

ASDAL 2001, Pacific Union College            Slide 18

Implementation...

• Timeline - February - June 2000
• Presentations to Administration, Faculty
• Redefinition and reallocation of budgets
• • print periodicals, e-journals, full-text databases, document delivery
  • shift from books to periodicals
  • commitment to ongoing funding for periodical resources

ASDAL 2001, Pacific Union College            Slide 19

• Departmental profiling
• • preparation of handouts, survey
  • Library Liaison workshop
  • pilot
  • archival responsibilities
  • target high cost journals
  • document delivery options

ASDAL 2001, Pacific Union College            Slide 20

• Current awareness, document delivery and interlibrary loan (ongoing)
• Collaboration (ongoing)
• Faculty representation on JWL Resources Development Committee

ASDAL 2001, Pacific Union College            Slide 21

As a Result

• Financial commitment
• Flexibility in periodicals budget
• Better understanding of departmental needs and uses of periodical resources
• Improved relationships
• Tailored resource packages - more valuable/useable collection
• Training opportunities

ASDAL 2001, Pacific Union College            Slide 23

In Hindsight

• Very ambitious project
• Very time consuming project
• Ongoing - we're not done yet!
• Well worth the effort

ASDAL 2001, Pacific Union College            Slide 23

Are We Swimming?

• Sure are
• Marathon

ASDAL 2001, Pacific Union College            Slide 24

In Appreciation

• Keith Clouten, Library Director, JWL
• Periodicals 2000 Strategy Team
• JWL Library Liaison Network
• AU Faculty
• JWL Periodicals Department staff