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<div style="margin: 0px; font-size: 14px;">UNC uses a priority system of 4 absolute categories to make acquisitions decisions for expensive resources, with items ranked relatively within each category:</div>
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<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span><b>Priority 1</b> = Essential (must have): a core resource integral to supporting a program and so necessary that the library needs to fund it if at all possible; the expectation is that the resource will get high use or at least heavy and on-going
use among its primary audience </li><li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span><b>Priority 2</b> = Important (should have): a major resource for a program; the expectation is that the resource will get substantial and on-going use among at least its primary audience
</li><li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span><b>Priority 3</b> = Useful (could have): a significant resource for a program; the expectation is that the resource will get appreciable use among its primary audience
</li><li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span><b>Priority 4</b> = Marginal (would have if funds permit): directly relevant to supporting a field within a program; the expectation is that the resource gets at least occasional use of from it specialized audience
</li></ul>
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<div style="margin: 0px; font-size: 14px;">In addition, UNC also a review strategy predicated upon a user-focused, evidence-based, and metrically informed philosophy incorporating data-driven decision-making whenever appropriate in terms of evaluating e-journals
individually or in packages that considers the following metrics:</div>
<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span>Cost (based on best surrogate price for each title for the three most recent calendar years
</li><li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span>Annual usage from COUNTER reports for the three most recent calendar years
</li><li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span>Annual cost-per-use for the three most recent calendar years </li><li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span>Mean e-journal subscription price for the subjects included (with a standard metric for the STEM packages)
</li><li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span>Document delivery charges as alternatives to subscribing, <i>along with</i> impact on readers and probable faculty reaction no long having immediate access to a title currently available via a package
</li></ul>
<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: 'Courier New';">o<span class="Apple-tab-span" style="white-space:pre">
</span></span>If UNC cannot get an article on interlibrary borrowing or if the number of requests exceeds CONTU guidelines, the University Library typically goes to the British Library; its copyright fee for articles from STEM publishers coupled with the service
charge total circa $50-55 [N.B. Librarians realize that realize that “click-and-view” totals will be much higher than the “click-and-request” numbers for trigging a document delivery]]
</li></ul>
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<div style="margin: 0px; font-size: 14px;">Using the above variable UNC establishes "value" by placing each title in one of five data-derived categories:</div>
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<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span><b>Good Value</b>: </li></ul>
<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: 'Courier New';">o<span class="Apple-tab-span" style="white-space:pre">
</span></span>$10 or less per use and at least 100 usages [$5,500 potential ILB bill and massive user inconvenience that definitely would not be worth the subscription savings]
</li></ul>
<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span><b>Acceptable Value</b>: </li></ul>
<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: 'Courier New';">o<span class="Apple-tab-span" style="white-space:pre">
</span></span>$11-$35 per use and at least 100 usages [$5,500 potential ILB Bill and massive user inconvenience that would not justify the subscription savings]
</li><li style="margin: 0px; font-size: 14px;"><span style="font-family: 'Courier New';">o<span class="Apple-tab-span" style="white-space:pre">
</span></span>>$35 per use and at least 50 usages [$2,750 potential ILB bill and massive user inconvenience that would not justify the subscription savings]
</li></ul>
<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span><b>Problematic Value</b>: </li></ul>
<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: 'Courier New';">o<span class="Apple-tab-span" style="white-space:pre">
</span></span>>$35 per use and less than 50 usages; or </li><li style="margin: 0px; font-size: 14px;"><span style="font-family: 'Courier New';">o<span class="Apple-tab-span" style="white-space:pre">
</span></span>$10 or less per use at least 30 usages [$1,650 potential ILB bill and would not meet the University Library‘s traditional STEM cancellation standards and probably not be acceptable to Academic Affairs faculty]
</li></ul>
<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span><b>Low Value</b>: </li></ul>
<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: 'Courier New';">o<span class="Apple-tab-span" style="white-space:pre">
</span></span>$11-$35 per use and at least 30 usages [$1,650 potential ILB bill and could be justified in term of cost-effectives in an extreme budget scenario and should be acceptable to faculty]
</li></ul>
<ul>
<li style="margin: 0px; font-size: 14px;"><span style="font-family: Symbol;">•<span class="Apple-tab-span" style="white-space:pre">
</span></span><b>Unacceptable Value</b>: </li></ul>
<ul>
<ul style="list-style-type: disc">
<li style="margin: 0px; font-size: 14px;"><span style="font-family: 'Courier New';">o<span class="Apple-tab-span" style="white-space:pre">
</span></span><30 usages regardless of price [minimal user inconvenience and completely justified as the ILB bill would certainly be much lower than subscribing and cancellation would acceptable to users as both a practical and political matter]
</li></ul>
</ul>
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Luke Swindler Collections Management Officer<br>
Davis Library CB #3918 <a href="mailto:luke_swindler@unc.edu">luke_swindler@unc.edu</a><br>
University of North Carolina TEL (919-962-1095)<br>
Chapel Hill, NC 27514 USA FAX (919-962-4450)<br>
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<div>On Aug 19, 2015, at 5:00 PM, James Leftwich <<a href="mailto:jbl@berkeleycollege.edu">jbl@berkeleycollege.edu</a>> wrote:</div>
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<div lang="EN-US" link="#0563C1" vlink="#954F72" style="font-family: TimesNewRomanPSMT; font-size: 18px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px;">
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Hello,<o:p></o:p></div>
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<br>
I am new to the list so apologize if this is an oft-covered topic. My college is in the process of streamlining a process for evaluating eResources for possible purchase. We plan a combination qualitative and quantitative approach with 5-6 categories to consider.
Chosen committee members will include comments and score based on a rubric I am developing.<br>
<br>
I’m curious to hear how other institutions handle this evaluation process and if there are documents that can be shared.<o:p></o:p></div>
<div style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<br>
I look forward to participating in this listserv!<o:p></o:p></div>
<div style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<o:p> </o:p></div>
<div style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
James Leftwich, MSLS<o:p></o:p></div>
<div style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
Berkeley College<o:p></o:p></div>
<div style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
Director, White Plains Campus Library<o:p></o:p></div>
<div style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
99 Church Street<o:p></o:p></div>
<div style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
White Plains, NY 10601<o:p></o:p></div>
<div style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
914-694-1122 Ext 3370<o:p></o:p></div>
<div style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<a href="mailto:jbl@berkeleycollege.edu" style="color: rgb(149, 79, 114); text-decoration: underline;">jbl@berkeleycollege.edu</a><o:p></o:p></div>
<div style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<o:p> </o:p></div>
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