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Bundled Journals Package Contract Negotiations Benchmarks

THE QUESTIONNAIRE
PARTICIPANTS LIST
Characteristics of the Sample
SUMMARY OF MAIN FINDINGS
Bundled Journals Package Contract Negotiations Benchmarks
Introduction
Assistance from other departments
What librarians negotiate
Spending on the development of negotiating skills
Advice for peers
Impact of Repositories and Open Access on Negotiating Leverage
Impact of Federally funded CHORUS on Negotiating Leverage
Impact of the Use of the Share Repository on Negotiating Leverage
Freedom of Information
Percentage of Journals Spending Accounted for by Top Suppliers
Leading Suppliers
Percent of Survey Participants Who had Dropped a Major Journals Bundle in the Past Year
Role of Library Consortia
Role of Individual Libraries in Consortia Contracts
Percentage of Contracts that Require the Acquisition of All Journal Titles from a Publisher
Pervasiveness of Non-Disclosure Agreements
Goal of Reducing the Number of Journal Titles in Exchange for Proportional Price Decreases
Pervasiveness of Cancellation Clauses Due to Financial Distress
Contractual Cancelling Privileges for a Specified Percentage of
Journals Titles in a Bundle
Use of Content Swapping Arrangements
Satisfaction with Perpetual Access Policies
Impact of inter-Library Loan on Bargaining Power
Have Concessions from Publishers Become Easier or More Difficult to Obtain?
Will Concessions from Publishers Become Easier or More Difficult to Obtain?
Table 1.1 How well do you think that your library does in negotiating contracts with journals publishers?
Table 1.2 How well do you think that your library does in negotiating contracts with journals publishers? Broken out by Academic vs. Non-Academic Libraries
Table 1.3 How well do you think that your library does in negotiating contracts with journals publishers? Broken out by Carnegie class or type of library
Table 1.4 How well do you think that your library does in negotiating contracts with journals publishers? Broken out by Level of spending on journals ($)
If your library has attempted to evaluate your librarian's negotiating skills in contract negotiations with journals publishers or aggregators how has it gone about doing so?
Table 2.1 Has your parent organization trained librarians by having brought in, or brought librarians to, other departments of your organization that might have special skills in negotiating?
Table 2.2 Has your parent organization trained librarians by having brought in, or brought librarians to, other departments of your organization that might have special skills in negotiating? Broken out by Academic vs. Non-Academic Libraries
Table 2.3 Has your parent organization trained librarians by having brought in, or brought librarians to, other departments of your organization that might have special skills in negotiating? Broken out by Carnegie class or type of library
Table 2.4 Has your parent organization trained librarians by having brought in, or brought librarians to, other departments of your organization that might have special skills in negotiating? Broken out by Level of spending on journals ($)
If so describe what your organization did in this area.
Table 3 How involved are the following types of librarians in negotiating journals contracts at your library?
Table 3.1.1 How involved are subject specialists in the area covered by the journals acquired in negotiating journals contracts at your library?
Table 3.1.2 How involved are subject specialists in the area covered by the journals acquired in negotiating journals contracts at your library? Broken out by Academic vs. Non-Academic Libraries
Table 3.1.3 How involved are subject specialists in the area covered by the journals acquired in negotiating journals contracts at your library? Broken out by Carnegie class or type of library
Table 3.1.4 How involved are subject specialists in the area covered by the journals acquired in negotiating journals contracts at your library? Broken out by Level of spending on journals ($)
Table 3.2.1 How involved are librarians highly specialized in digital resources in negotiating journals contracts at your library?
Table 3.2.2 How involved are librarians highly specialized in digital resources in negotiating journals contracts at your library? Broken out by Academic vs. Non-Academic Libraries
Table 3.2.3 How involved are librarians highly specialized in digital resources in negotiating journals contracts at your library? Broken out by Carnegie class or type of library
Table 3.2.4 How involved are librarians highly specialized in digital resources in negotiating journals contracts at your library? Broken out by Level of spending on journals ($)
Table 3.3.1 How involved are serials librarians in negotiating journals contracts at your library?
Table 3.3.2 How involved are serials librarians in negotiating journals contracts at your library? Broken out by Academic vs. Non-Academic Libraries
Table 3.3.3 How involved are serials librarians in negotiating journals contracts at your library? Broken out by Carnegie class or type of library
Table 3.3.4 How involved are serials librarians in negotiating journals contracts at your library? Broken out by Level of spending on journals ($)
Table 3.4.1 How involved are acquisitions librarians in negotiating journals contracts at your library?
Table 3.4.2 How involved are acquisitions librarians in negotiating journals contracts at your library? Broken out by Academic vs. Non-Academic Libraries
Table 3.4.3 How involved are acquisitions librarians in negotiating journals contracts at your library? Broken out by Carnegie class or type of library
Table 3.4.4 How involved are acquisitions librarians in negotiating journals contracts at your library? Broken out by Level of spending on journals ($)
Table 3.5.1 How involved is your institution's legal staff in negotiating journals contracts at your library?
Table 3.5.2 How involved is your institution's legal staff in negotiating journals contracts at your library? Broken out by Academic vs. Non-Academic Libraries
Table 3.5.3 How involved is your institution's legal staff in negotiating journals contracts at your library? Broken out by Carnegie class or type of library
Table 3.5.4 How involved is your institution's legal staff in negotiating journals contracts at your library? Broken out by Level of spending on journals ($)
Table 3.6.1 How involved is your institution's purchasing or procurement department in negotiating journals contracts at your library?
Table 3.6.2 How involved is your institution's purchasing or procurement department in negotiating journals contracts at your library? Broken out by Academic vs. Non-Academic Libraries
Table 3.6.3 How involved is your institution's purchasing or procurement department in negotiating journals contracts at your library? Broken out by Carnegie class or type of library
Table 3.6.4 How involved is your institution's purchasing or procurement department in negotiating journals contracts at your library? Broken out by Level of spending on journals ($)
Table 4 In each of the following years about how much would you say that your library has spent in the aggregate for books, classes, seminars, webinars, conferences and other modes of training in negotiating skills for librarians in journals contracts (in $ US)
Table 4.1.1 How much would you say that your library has spent in the aggregate for books, classes, seminars, webinars, conferences and other modes of training in negotiating skills for librarians in journals contracts in 2014-2015? (in US $)
Table 4.1.2 How much would you say that your library has spent in the aggregate for books, classes, seminars, webinars, conferences and other modes of training in negotiating skills for librarians in journals contracts in 2014-2015? (in US $) Broken out by Academic vs. Non-Academic Libraries
Table 4.1.3 How much would you say that your library has spent in the aggregate for books, classes, seminars, webinars, conferences and other modes of training in negotiating skills for librarians in journals contracts in 2014-2015? (in US $) Broken out by Carnegie class or type of library
Table 4.1.4 How much would you say that your library has spent in the aggregate for books, classes, seminars, webinars, conferences and other modes of training in negotiating skills for librarians in journals contracts in 2014-2015? (in US $) Broken out by Level of spending on journals ($)
Table 4.2.1 How much would you say that your library has spent in the aggregate for books, classes, seminars, webinars, conferences and other modes of training in negotiating skills for librarians in journals contracts in 2015-2016? (in US $)
Table 4.2.2 How much would you say that your library has spent in the aggregate for books, classes, seminars, webinars, conferences and other modes of training in negotiating skills for librarians in journals contracts in 2015-2016? (in US $) Broken out by Academic vs. Non-Academic Libraries
Table 4.2.3 How much would you say that your library has spent in the aggregate for books, classes, seminars, webinars, conferences and other modes of training in negotiating skills for librarians in journals contracts in 2015-2016? (in US $) Broken out by Carnegie class or type of library
Table 4.2.4 How much would you say that your library has spent in the aggregate for books, classes, seminars, webinars, conferences and other modes of training in negotiating skills for librarians in journals contracts in 2015-2016? (in US $) Broken out by Level of spending on journals ($)
Table 5.1 Has your library -- to the best of your knowledge -- done any of the following in the past three years?
Table 5.2 Has your library -- to the best of your knowledge -- done any of the following in the past three years? Broken out by Academic vs. Non-Academic Libraries
Table 5.3 Has your library -- to the best of your knowledge -- done any of the following in the past three years? Broken out by Carnegie class or type of library
Table 5.4 Has your library -- to the best of your knowledge -- done any of the following in the past three years? Broken out by Level of spending on journals ($)
Table 6.1 In your view in negotiating journals contracts libraries with excellent negotiating skills pay about what percentage less for the same resources as those libraries with poor negotiating skills?
Table 6.2 In your view in negotiating journals contracts libraries with excellent negotiating skills pay about what percentage less for the same resources as those libraries with poor negotiating skills? Broken out by Academic vs. Non-Academic Libraries
Table 6.3 In your view in negotiating journals contracts libraries with excellent negotiating skills pay about what percentage less for the same resources as those libraries with poor negotiating skills? Broken out by Carnegie class or type of library
Table 6.4 In your view in negotiating journals contracts libraries with excellent negotiating skills pay about what percentage less for the same resources as those libraries with poor negotiating skills? Broken out by Level of spending on journals ($)
What are some of your favored tools -- blogs, listservs, conferences, books, ezines, seminars, etc. - for enhancing library negotiating skills with journals publishers?
Which libraries or consortia do you feel are particularly effective as negotiators with journals publishers?
Describe what you believe is commonly done by peer libraries to find out what peer libraries are paying for their journal contracts?
Table 7 Rate the extent to which each of the following has enhanced negotiating leverage with journals publishers
Table 7.1.1 Rate the extent to which the use of open access journals has enhanced negotiating leverage with journals publishers
Table 7.1.2 Rate the extent to which the use of open access journals has enhanced negotiating leverage with journals publishers Broken out by Academic vs. Non-Academic Libraries
Table 7.1.3 Rate the extent to which the use of open access journals has enhanced negotiating leverage with journals publishers Broken out by Carnegie class or type of library
Table 7.1.4 Rate the extent to which the use of open access journals has enhanced negotiating leverage with journals publishers Broken out by Level of spending on journals ($)
Table 7.2.1 Rate the extent to which the use of institutional digital repositories has enhanced negotiating leverage with journals publishers
Table 7.2.2 Rate the extent to which the use of institutional digital repositories has enhanced negotiating leverage with journals publishers Broken out by Academic vs. Non-Academic Libraries
Table 7.2.3 Rate the extent to which the use of institutional digital repositories has enhanced negotiating leverage with journals publishers Broken out by Carnegie class or type of library
Table 7.2.4 Rate the extent to which the use of institutional digital repositories has enhanced negotiating leverage with journals publishers Broken out by Level of spending on journals ($)
Table 7.3.1 Rate the extent to which the use of the CHORUS repository for federally-funded research has enhanced negotiating leverage with journals publishers
Table 7.3.2 Rate the extent to which the use of the CHORUS repository for federally-funded research has enhanced negotiating leverage with journals publishers Broken out by Academic vs. Non-Academic Libraries
Table 7.3.3 Rate the extent to which the use of the CHORUS repository for federally-funded research has enhanced negotiating leverage with journals publishers Broken out by Carnegie class or type of library
Table 7.3.4 Rate the extent to which the use of the CHORUS repository for federally-funded research has enhanced negotiating leverage with journals publishers Broken out by Level of spending on journals ($)
Table 7.4.1 Rate the extent to which the use of the SHARE repository of open access materials has enhanced negotiating leverage with journals publishers
Table 7.4.2 Rate the extent to which the use of the SHARE repository of open access materials has enhanced negotiating leverage with journals publishers Broken out by Academic vs. Non-Academic Libraries
Table 7.4.3 Rate the extent to which the use of the SHARE repository of open access materials has enhanced negotiating leverage with journals publishers Broken out by Carnegie class or type of library
Table 7.4.4 Rate the extent to which the use of the SHARE repository of open access materials has enhanced negotiating leverage with journals publishers Broken out by Level of spending on journals ($)
Table 8.1 State contracts in the USA are subject to the Freedom of Information Act and therefore contracts with journals publishers are public information. Has your library ever obtained any such contracts under the Freedom of Information Act?
Table 8.2 State contracts in the USA are subject to the Freedom of Information Act and therefore contracts with journals publishers are public information. Has your library ever obtained any such contracts under the Freedom of Information Act? Broken out by Academic vs. Non-Academic Libraries
Table 8.3 State contracts in the USA are subject to the Freedom of Information Act and therefore contracts with journals publishers are public information. Has your library ever obtained any such contracts under the Freedom of Information Act? Broken out by Carnegie class or type of library
Table 8.4 State contracts in the USA are subject to the Freedom of Information Act and therefore contracts with journals publishers are public information. Has your library ever obtained any such contracts under the Freedom of Information Act? Broken out by Level of spending on journals ($)
Table 9.1 What percentage of the library's journals budget is accounted for by spending with the library's three largest suppliers of journals?
Table 9.2 What percentage of the library's journals budget is accounted for by spending with the library's three largest suppliers of journals? Broken out by Academic vs. Non-Academic Libraries
Table 9.3 What percentage of the library's journals budget is accounted for by spending with the library's three largest suppliers of journals? Broken out by Carnegie class or type of library
Table 9.4 What percentage of the library's journals budget is accounted for by spending with the library's three largest suppliers of journals? Broken out by Level of spending on journals ($)
In order, which 3 journals suppliers account for the greatest share of your library's journals budget?
MA or PHD Granting College
Table 10.1 Has the library dropped a major bundle of journals from any major publisher or aggregator in the past year?
Table 10.2 Has the library dropped a major bundle of journals from any major publisher or aggregator in the past year? Broken out by Academic vs. Non-Academic Libraries
Table 10.3 Has the library dropped a major bundle of journals from any major publisher or aggregator in the past year? Broken out by Carnegie class or type of library
Table 10.4 Has the library dropped a major bundle of journals from any major publisher or aggregator in the past year? Broken out by Level of spending on journals ($)
Table 11.1 What percentage of the "bundled" journal subscription packages subscribed to by your library were negotiated by library consortia (exclude those negotiated by state or central government authorities)?
Table 11.2 What percentage of the "bundled" journal subscription packages subscribed to by your library were negotiated by library consortia (exclude those negotiated by state or central government authorities)? Broken out by Academic vs. Non-Academic Libraries
Table 11.3 What percentage of the "bundled" journal subscription packages subscribed to by your library were negotiated by library consortia (exclude those negotiated by state or central government authorities)? Broken out by Carnegie class or type of library
Table 11.4 What percentage of the "bundled" journal subscription packages subscribed to by your library were negotiated by library consortia (exclude those negotiated by state or central government authorities)? Broken out by Level of spending on journals ($)
Table 12.1 What percentage of the "bundled" journal subscription packages subscribed to by your library were negotiated by state or central government authorities in the name of a set of libraries?
Table 12.2 What percentage of the "bundled" journal subscription packages subscribed to by your library were negotiated by state or central government authorities in the name of a set of libraries? Broken out by Academic vs. Non-Academic Libraries
Table 12.3 What percentage of the "bundled" journal subscription packages subscribed to by your library were negotiated by state or central government authorities in the name of a set of libraries? Broken out by Carnegie class or type of library
Table 12.4 What percentage of the "bundled" journal subscription packages subscribed to by your library were negotiated by state or central government authorities in the name of a set of libraries? Broken out by Level of spending on journals ($)
In those cases when bundled journal contracts were negotiated by consortia did your library play any role in the negotiations and if so what role?
Table 13.1 Approximately what percentage of your overall institutional spending for bundled licenses to e-Journals (or journal/print combinations) is accounted for by licenses that require your institution to acquire all journal titles of that publisher?
Table 13.2 Approximately what percentage of your overall institutional spending for bundled licenses to e-Journals (or journal/print combinations) is accounted for by licenses that require your institution to acquire all journal titles of that publisher? Broken out by Academic vs. Non-Academic Libraries
Table 13.3 Approximately what percentage of your overall institutional spending for bundled licenses to e-Journals (or journal/print combinations) is accounted for by licenses that require your institution to acquire all journal titles of that publisher? Broken out by Carnegie class or type of library
Table 13.4 Approximately what percentage of your overall institutional spending for bundled licenses to e-Journals (or journal/print combinations) is accounted for by licenses that require your institution to acquire all journal titles of that publisher? Broken out by Level of spending on journals ($)
Table 14.1 For approximately what percentage of e-journal contracts signed within the past two years has your institution signed a non-disclosure agreement?
Table 14.2 For approximately what percentage of e-journal contracts signed within the past two years has your institution signed a non-disclosure agreement? Broken out by Academic vs. Non-Academic Libraries
Table 14.3 For approximately what percentage of e-journal contracts signed within the past two years has your institution signed a non-disclosure agreement? Broken out by Carnegie class or type of library
Table 14.4 For approximately what percentage of e-journal contracts signed within the past two years has your institution signed a non-disclosure agreement? Broken out by Level of spending on journals ($)
Table 15.1 Has it been a goal of your negotiating to reduce the scope of titles covered in some journals packages for a corresponding and proportional or near to proportional decrease in price?
Table 15.2 Has it been a goal of your negotiating to reduce the scope of titles covered in some journals packages for a corresponding and proportional or near to proportional decrease in price? Broken out by Academic vs. Non-Academic Libraries
Table 15.3 Has it been a goal of your negotiating to reduce the scope of titles covered in some journals packages for a corresponding and proportional or near to proportional decrease in price? Broken out by Carnegie class or type of library
Table 15.4 Has it been a goal of your negotiating to reduce the scope of titles covered in some journals packages for a corresponding and proportional or near to proportional decrease in price? Broken out by Level of spending on journals ($)
Table 16.1 If this is the case how successful have you been in general with achieving these aims, at least in part?
Table 16.2 If this is the case how successful have you been in general with achieving these aims, at least in part? Broken out by Academic vs. Non-Academic Libraries
Table 16.3 If this is the case how successful have you been in general with achieving these aims, at least in part? Broken out by Carnegie class or type of library
Table 16.4 If this is the case how successful have you been in general with achieving these aims, at least in part? Broken out by Level of spending on journals ($)
Table 17 What percentage of your contracts with journal publishers or aggregators enable you to do any of the following?
Table 17.1.1 What percentage of your contracts with journal publishers or aggregators enable you to сancel titles in case of demonstrable financial distress?
Table 17.1.2 What percentage of your contracts with journal publishers or aggregators enable you to сancel titles in case of demonstrable financial distress? Broken out by Academic vs. Non-Academic Libraries
Table 17.1.3 What percentage of your contracts with journal publishers or aggregators enable you to сancel titles in case of demonstrable financial distress? Broken out by Carnegie class or type of library
Table 17.1.4 What percentage of your contracts with journal publishers or aggregators enable you to сancel titles in case of demonstrable financial distress? Broken out by Level of spending on journals ($)
Table 17.2.1 What percentage of your contracts with journal publishers or aggregators enable you to сancel up to 5% of titles in any one year for any reason?
Table 17.2.2 What percentage of your contracts with journal publishers or aggregators enable you to сancel up to 5% of titles in any one year for any reason? Broken out by Academic vs. Non-Academic Libraries
Table 17.2.3 What percentage of your contracts with journal publishers or aggregators enable you to сancel up to 5% of titles in any one year for any reason? Broken out by Carnegie class or type of library
Table 17.2.4 What percentage of your contracts with journal publishers or aggregators enable you to сancel up to 5% of titles in any one year for any reason? Broken out by Level of spending on journals ($)
Table 17.3.1 What percentage of your contracts with journal publishers or aggregators enable you to сancel up to 10% of titles in any one year for any reason?
Table 17.3.2 What percentage of your contracts with journal publishers or aggregators enable you to сancel up to 10% of titles in any one year for any reason? Broken out by Academic vs. Non-Academic Libraries
Table 17.3.3 What percentage of your contracts with journal publishers or aggregators enable you to сancel up to 10% of titles in any one year for any reason? Broken out by Carnegie class or type of library
Table 17.3.4 What percentage of your contracts with journal publishers or aggregators enable you to сancel up to 10% of titles in any one year for any reason? Broken out by Level of spending on journals ($)
Table 18.1 Has your library or consortia negotiated content swapping arrangements which enable the license holder to substitute one set of journals or other form of content for another during the course of a contract?
Table 18.2 Has your library or consortia negotiated content swapping arrangements which enable the license holder to substitute one set of journals or other form of content for another during the course of a contract? Broken out by Academic vs. Non-Academic Libraries
Table 18.3 Has your library or consortia negotiated content swapping arrangements which enable the license holder to substitute one set of journals or other form of content for another during the course of a contract? Broken out by Carnegie class or type of library
Table 18.4 Has your library or consortia negotiated content swapping arrangements which enable the license holder to substitute one set of journals or other form of content for another during the course of a contract? Broken out by Level of spending on journals ($)
Table 19.1 In general what percentage of the publishers with which your library or consortia has concluded bundled purchase agreements for journals maintain what you believe is an adequate policy for assuring long term access?
Table 19.2 In general what percentage of the publishers with which your library or consortia has concluded bundled purchase agreements for journals maintain what you believe is an adequate policy for assuring long term access? Broken out by Academic vs. Non-Academic Libraries
Table 19.3 In general what percentage of the publishers with which your library or consortia has concluded bundled purchase agreements for journals maintain what you believe is an adequate policy for assuring long term access? Broken out by Carnegie class or type of library
Table 19.4 In general what percentage of the publishers with which your library or consortia has concluded bundled purchase agreements for journals maintain what you believe is an adequate policy for assuring long term access? Broken out by Level of spending on journals ($)
How has your library or consortia improved its use of document delivery services or improved its own inter-library loan capability as a way of enhancing bargaining power with journal publishers and its capacity to withstand the cancellation of titles within bundles or bundles themselves?
Table 20.1 In your view, over the past five years, has gaining concessions from major journal publishers become easier, more difficult, or not really changed?
Table 20.2 In your view, over the past five years, has gaining concessions from major journal publishers become easier, more difficult, or not really changed? Broken out by Academic vs. Non-Academic Libraries
Table 20.3 In your view, over the past five years, has gaining concessions from major journal publishers become easier, more difficult, or not really changed? Broken out by Carnegie class or type of library
Table 20.4 In your view, over the past five years, has gaining concessions from major journal publishers become easier, more difficult, or not really changed? Broken out by Level of spending on journals ($)
Table 21.1 In your view, over the next five years, will gaining concessions from major journal publishers become easier, more difficult, or will it not really change?
Table 21.2 In your view, over the next five years, will gaining concessions from major journal publishers become easier, more difficult, or will it not really change? Broken out by Academic vs. Non-Academic Libraries
Table 21.3 In your view, over the next five years, will gaining concessions from major journal publishers become easier, more difficult, or will it not really change? Broken out by Carnegie class or type of library
Table 21.4 In your view, over the next five years, will gaining concessions from major journal publishers become easier, more difficult, or will it not really change? Broken out by Level of spending on journals ($)


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