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Navigating E-Journal Package Negotiations: Strategies for Academic Institutions

In the age of rising journal package costs, academic institutions face complex negotiations with publishers. With 300+ packages cataloged in EBSCO and package subscriptions constituting a significant portion of sales, institutions must adapt to budget constraints and evolving needs. This guide explores essential strategies: re-evaluating goals to align with curriculum and accreditation, determining necessary versus desirable resources, negotiating pricing, and seeking efficiencies. By leveraging usage statistics and alternatives, institutions can ensure researchers access the most relevant content while managing budgets effectively.

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Navigating E-Journal Package Negotiations: Strategies for Academic Institutions

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  1. Swingin’ with the Pendulum Facing Negotiations in the Age of E-Journal Packages Rebecca Day EBSCO Information Services

  2. The Way We Were (and Are) 1999 2009 >300 packages cataloged in EBSCO title database Package subscriptions = 55% of EBSCO’s “e” sales 4-year Masters I institution; access to 50,000+ online titles • “IDEAL” is best-known package • Package subscriptions = <1% of EBSCO’s sales • 4-year Masters I institution; 2,000 print subscriptions

  3. The (Shrinking) Budget Pie 2004 2009 Budget Cut Assuming a 3% annual budget increase and a 7% overall increase in journal package pricing due to inflation factors, acquisitions, etc.

  4. Where are we now? We are confronted with insurmountable opportunity…

  5. Seize the Opportunity • Re-evaluate goals • Determine the “necessary” and the “nice to have” • Consider alternatives & options • Look for efficiencies • Weigh the consequences • Decide and Act!

  6. Re-evaluate Goals • To support your curriculum & accreditation • To simplify access • To make sure researchers take advantage of your resources • To provide the most content options • To get a “good” deal • To provide your researchers with more …

  7. Determine Necessary & Nice to Have • Use the tools at your disposal to evaluate holdings • Intermediary systems/reports • Usage statistics/reporting • Overlap analysis tools • Consider user behavior – what resources are most used by faculty, staff, students, researchers – and why?

  8. Consider Options and Alternatives • Negotiate price with publishers • Old models • individual subscriptions • custom license (not the “big deal”) • subject collections • New models • Internal Negotiation and Promotion

  9. Look For Efficiencies • Cost of staff time • Options for outsourcing • Cost of maintaining management tools • Options for streamlining

  10. Weigh the Consequences • If content is lost • If workflow is modified • If pricing models change • If detail is lost

  11. Decide and Act! • Make decisions in a timely manner • Avoids interruption of service • Allows your staff to make any necessary changes • Communicate those decisions to all parties involved: • Publisher • Intermediary • Consortium • Patrons

  12. Thank You Rebecca Day EBSCO Information Services rday@ebsco.com

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