Shannon Pritting: And starting the recording.
Shannon Pritting: So today I wanted to talk about alternative access options. So the these are options that you can take to deliver
Shannon Pritting: Articles to your users. So whether that the faculty staff undergraduates or graduate students.
Shannon Pritting: If you don't have a subscription. So
Shannon Pritting: I know this is
Shannon Pritting: At a time when we are definitely reviewing and you know there may be changes in subscriptions across the entire SUNY system. So hopefully this allows you to frame how you are going to
Shannon Pritting: Provide access if you choose to to any content that you might no longer be, you know, getting through a subscription.
Shannon Pritting: All right, feel free to ask questions via chat or unmute yourself throughout. I'm happy to, to, you know, to take questions at any point throughout the presentation and I'll definitely leave time at the end for for questions as well.
Shannon Pritting: So the focus of my presentation today. I'm not going to get into every single detail of good into a lot of details but
Shannon Pritting: For the most part, I want to talk about strategies, the plus and minus or the pro and con and then balancing the pros and cons of different options with your money and you know how much you have to put towards alternative access and you know pretty much how to focus on
Shannon Pritting: Looking at those different access options and then guiding decisions on how to provide access to the most amount of people in the best way that you possibly can. There's no, there's no perfect solution, but there are good solutions good options and I'm going to try to talk through
Shannon Pritting: As many of the, you know, as, as many of the things that you would need to think about today with this alternative access
Shannon Pritting: So as we talk through this, the strategies, one of the one of the main things that you'll just immediately be
Shannon Pritting: You'll be addressing is that
Shannon Pritting: Access to a subscription has very few barriers. I mean, there may be logins, it might be something going in through a proxy, but other than that.
Shannon Pritting: There aren't significant barriers to the user. So as you're thinking through this, you can remove many of these barriers, but the more barriers. Your you remove and the more barriers are removed for different types of users, the more expensive it will get
Shannon Pritting: So, this puts you
Shannon Pritting: in a difficult position that I think really just works against or is is fundamentally not what is a core library a core value of librarianship which is, you know,
Shannon Pritting: equality of access to information where all of the access options that I'm talking about today, unless you are going to take a significant amount of money.
Shannon Pritting: And that you were using for a subscription that you're going to have to make decisions that give different levels of service to different user groups or different levels of service, depending on a variety of other parameters.
Shannon Pritting: So you know i i understand that this is, you know, not the perfect scenario. But if you step back a little bit and you think about, you know, other services.
Shannon Pritting: Beyond subscriptions libraries and librarians have been providing different levels of server services based on who the person is in a lot of different areas and you know most of that is based on resource constraints.
Shannon Pritting: And it's just a practical practical thing that we're all faced with. So I do understand that this is not saying that this is a one to one.
Shannon Pritting: Replacement of a subscription. It is alternative access, which means that you will have to think a little bit differently about about providing that access
Shannon Pritting: So as you think about this, and the more money you move from the costs or the funds that you had. And we're contributing towards a subscription, the more of these barriers, you'll be able to remove and the more seamless, you'll be able to make the user experience.
Shannon Pritting: For whatever journals or whatever packages you choose to take these different alternative options.
Shannon Pritting: And we realize that, you know, there's probably only five or six Sunni's who are really taking collection or access strategy approaches where you're taking funds from a you know a big deal package the subscription and moving them into access strategies. So this is just, you know, one of
Shannon Pritting: Many support a presentations and assistance that will be providing so we understand that this is a different way of providing access but just think about it in that way that it's not something that you can
Shannon Pritting: Typically, get a lot of good alternative access without taking some at least some and I wouldn't even suggest that it's anywhere near all of the funds from a subscription and moving them towards different access options.
Shannon Pritting: So this is something that, you know, this problem is something that has been
Shannon Pritting: Going on, it's been reviewed both regionally locally, nationally, internationally over the last
Shannon Pritting: 10 years, four years ago there was a
Shannon Pritting: I to end why white paper on Article delivery and pretty much alternative access options.
Shannon Pritting: You know, in 2015 this was just the beginning of lots of console dia and big libraries, looking at breaking big deals. So it was a good time to prompt to say what is the state of the industry in this regard.
Shannon Pritting: So I think what this what this i to NY white paper found was that there was at that time, only an all or nothing approach to purchasing on demand, which today, I'll talk about as link resolve or based purchasing
Shannon Pritting: And because there was just this all or nothing approach there was problems where it could have a large potential spend that would be very similar in the amount you were spending for a subscription. So, you know, it wasn't a fantastic
Shannon Pritting: Finding that the White Paper.
Shannon Pritting: You know, found from its industry analysis, but I think in that four years a lot of things have changed and definitely a lot of things have changed for
Shannon Pritting: Almost all Sunni's so you know there has been a major progression in this area.
Shannon Pritting: In the last few years. So if you had thought about this four or five years ago. And you said well you know that's not really that's not really for us. There's too many things that are liabilities as far as finances.
Shannon Pritting: That's one of the things that I want to try to do today is, you know, just kind of update a little bit
Shannon Pritting: So one of the things that, you know, I would say if you're going to start looking at alternative access options.
Shannon Pritting: To to get access to articles after losing a subscription. One of the things that you should start doing right now is
Shannon Pritting: Discussing and figuring out how you're going to divide your user base, because unless unless you're prepared to take all of the money from that big deal or a big deal, or a subscription and move it into article purchasing is going to be essential that you divide your user base so
Shannon Pritting: I put a link to Curtis Kendricks recent scholarly kitchen guest posts. He was talking
Shannon Pritting: More about or or you know about
Shannon Pritting: thinking differently about subscriptions and cost per use or use PR costs.
Shannon Pritting: And I put that there is the link to this post as a really good primer on on how to walk through thinking of your user base and tried to break down scenarios and and users and context, because I think he does a fantastic job of really condensing everything in an easy to understand.
Shannon Pritting: You know message I've read other articles, etc, which go through the same content, but I think Curtis did a phenomenal job of of putting it together in a way that that is that is easy to understand and consume. So I'd recommend taking a look at that post
Shannon Pritting: But in general, what you want to be thinking about is the user base and how you're going to identify high value uses so usages.
Shannon Pritting: That you as a library and perhaps even as an institution, find as high value. So those are things that you would want to remove barriers and spend more money on potentially
Shannon Pritting: And then you would want to think of things that it you know maybe initially or maybe long term that you would say it's a low value use. So, you know, you might say.
Shannon Pritting: You might say that this is
Shannon Pritting: An undergraduate to is just looking at articles doing a paper where there is probably other content in an aggregator that might be something that you would indicate is a low value use
Shannon Pritting: And typically in the literature a low value use libraries, look at an undergraduate, and especially a lower division undergraduate as being a lower value use where they wouldn't trigger
Shannon Pritting: Automatic purchasing or spend a lot of money on on a on a usage like that. Any questions about that. I think that's something to think about. Talk about
Shannon Pritting: Because you know there is likely to be some level of disagreement within your library, unless you're all lockstep in in this that you at least want to
Shannon Pritting: Get the opinions out and talk through you know all the different options that you have for breaking down high value and low value usage and kind of breaking up your user base based on based on that. Any questions.
Shannon Pritting: Or any questions in general, yet.
Shannon Pritting: All right. Alright see anything or hear anything.
Shannon Pritting: So as we go through this
Shannon Pritting: One of the questions that probably is in the back of your mind. And this. This price is different than when I talked at the SLC meeting. So you might be asking yourself, how much does it cost to buy any or, you know, an Elsevier article from say Science Direct
Shannon Pritting: Right now.
Shannon Pritting: With the new contract that we have for document delivery, it would be $23 and I put an asterisk because it's actually 2295 or
Shannon Pritting: If you're a library that would like to have a custom accounts and get a lower fee, it would be $22 and 45 cents. So if you just say $23. That's how much it costs to buy from a third party provider and Elsevier article
Shannon Pritting: So,
Shannon Pritting: Another thing to think about too is that we have a pretty good idea. And this isn't just based on us guessing it's based on other consortiums reports.
Shannon Pritting: Many, many case studies in the literature that
Shannon Pritting: The breaking a big deal doesn't lead to
Shannon Pritting: A huge increase in interlibrary loan or Interlibrary Loan costs, some some case studies have indicated that there is some some increase
Shannon Pritting: And most find that there is very little or no increase. So that barrier of going to interlibrary loan.
Shannon Pritting: Typically leads most usages to or most us users to go find something on the web, potentially, or find that article on the web, maybe from research gate or another you know another closet open access source or to find something different so
Shannon Pritting: As you're looking at your usage data. So you're jr one or whatever, you know, report, you're looking at, I would highly recommend that you don't even that you don't say that this is a cost per use that you have to move into purchasing or
Shannon Pritting: Or even Interlibrary Loan volume, because the usage from journals or journal packages. There's a lot that you know if there is any barrier that people are just not going to take that extra click and that's that's pretty well established.
Shannon Pritting: And, you know, if you wanted to further reduce the you know the impact you can work to
Shannon Pritting: Approach the discovery of the indexing that would lead to this higher cost content. So there. I've seen some recent posts in scholarly kitchen over the last year in some articles which talk about discovery strategies and mitigating high cost.
Shannon Pritting: Content and not pushing everyone towards the highest cost content because, you know, it's just the costs are becoming unmanageable. So there's a lot of things that you can do to
Shannon Pritting: You know, to reduce the usage. After, after the big deal or after the journal subscription is cancelled. But, you know, whatever you do, it is not going to be a one to one or it's not even going to be close to a one to one of what your current usage is from their subscriptions.
Shannon Pritting: So now that we've talked about some of the you know the backgrounds, it's time to start thinking about developing a strategy. So, you know, let's say, January 2020 we thought you find yourself without
Shannon Pritting: Thousands of journals that you had in December.
Shannon Pritting: The first thing you want to do is to look at what it is you want as your strategy so you, you know, potentially would have already broken up your, your user base defined some high value low value usage, you know, scenarios and look at where you want to apply.
Shannon Pritting: Strategies that would have the lowest barriers, but knowing that those would be more costly and then you want to say these are the use cases, these are scenarios that will accept higher barriers.
Shannon Pritting: And, you know, potentially have some slower access and then also very likely involve some mediation and some additional staff time. So there's all these trade offs. And, you know, just like
Shannon Pritting: A bridge from one place to another. There is, there's lots of, you know, costs that you have to think about. And you know how you move from one place to another, is you know is definitely something that you
Shannon Pritting: Should be thinking about right now.
Shannon Pritting: So what I'm going to do today is provide you with three main options for alternative access. There's lots of different
Shannon Pritting: Configuration tweaks configuration customizations that you can use for these three main options, but just breaking it down to three main ways that you can get to that alternative that at that article or those articles in an alternative way.
Shannon Pritting: And one option using one option doesn't mean that you couldn't use all other options for different titles within a package. It's really not.
Shannon Pritting: It's not one canceling the other out. I would expect that most would use two or three options.
Shannon Pritting: Or you might just decide everything goes into ILO, it's really up to you. But there's a lot of different iterations.
Shannon Pritting: And the one thing I would say, as you look at the different options for alternative access
Shannon Pritting: You know, the, the money portion of it is extremely important, but the communication. Part of it is also important. And the more complex varied and
Shannon Pritting: You know, just exception based you get with your alternative access options, the harder, that is going to be to explain to stakeholders. So you might take some exceptions.
Shannon Pritting: And maybe do link resolve or based purchasing for a couple of titles. But even if you do that you would want to think closely or think carefully about
Shannon Pritting: How you're communicating what options, you're employing because there's only so much attention span, you can get from faculty and administrators for them to understand
Shannon Pritting: How you're getting this alternative access so communicating and framing your strategies is is also very important for these, you know, these different options.
Shannon Pritting: So the first option is link resolve or based purchasing. So, what, what this means is that
Shannon Pritting: You would put a purchasing link within your link resolve or so that if someone got to an article in a journal that you wanted to provide alternative access to
Shannon Pritting: That they would be shown a link to a service where they could trigger a purchase of an article
Shannon Pritting: That article or that document delivery provider through that link would send the user directly a PDF that would be the original from the publisher. So it's going to be, you know, just a couple more steps, but it will be almost immediate
Shannon Pritting: And they don't have to go into really any other service. There's a form that they fill out or they don't have to fill out the form. They just put in a little bit of information.
Shannon Pritting: And then they have that art, they have that article that they can download. They have the PDF. There's no DRM on it and it's there's there's to have
Shannon Pritting: And in this scenario, the library pays for the article or articles in typically on a monthly basis. You could set up a you can set up a deposit on account, but most would probably want to do a monthly invoice of articles are paying for article purchasing
Shannon Pritting: So this is something that academic libraries are just getting into. So it's not widespread. I know there are some who are doing it. You know, I think the Cal State system. Some of their libraries were doing this, but it's not it's not a widespread practice.
Shannon Pritting: But if you look into medical library special libraries corporate libraries, where
Shannon Pritting: You know the cost for subscriptions are much higher. And they've been using this for years. So several years this has been a pretty common practice.
Shannon Pritting: Using CCS, get it now, and then also reprints desk. So it's something that you know definitely does work. It's a, it's a pretty good way to guarantee fast access to two articles without a subscription.
Shannon Pritting: So,
Shannon Pritting: The nice thing about us moving to primo and Alma that
Shannon Pritting: primo and Alma are the only link resolve that this is possible with is that you can show different services or options to different user groups so
Shannon Pritting: You know, you couldn't have done this with serial solutions or full text finder, it would have been all or nothing. You just put it in and it's open to everybody, because you're not asking
Shannon Pritting: Your user to login. And you know, that's a positive and a negative that this is how Alma and primo work but you know if they're going to be signed in, you might as well. You might as well use this to your advantage. So
Shannon Pritting: By using different you know different services and applying parameters to the services you can show purchasing to only graduate students or faculty and not show it to undergraduates, or to
Shannon Pritting: You know, a visiting faculty or whoever you might want to do so, since all but I believe two libraries are actively updating their users via some sort of an si es load.
Shannon Pritting: The 58 libraries should have pretty good user data to do some sort of user group based purchasing
Shannon Pritting: So some of the questions, or just, you know, the things to think about with link resolve or based purchasing is that the service. So in almost terms general electronic service.
Shannon Pritting: That you can also configure this to show for individual titles and specific years within titles. So, you know, if you if you want that special embargo Buster, you can configure it. So you could say only show it for nature or, you know, nature, whatever.
Shannon Pritting: Only show it for the last 18 months and then
Shannon Pritting: You know, an aggregator will pick up after that 18 month embargo, so there's a lot of things that you could use a link resolve or based purchasing scheme for
Shannon Pritting: The bad thing about about this is that currently, you have to set it up title by title. There's a couple of ways that we can do maybe publisher by publisher, but you know that level of specificity. I think typically is a positive because you want to control costs in that in that scenario.
Shannon Pritting: So you can, you know, also show this to any user group that you have in Alma. So, you know, if you don't have a specific user group in Alma you
Shannon Pritting: You know you can't say only show it to sub group of faculty, which are you know which are super faculty or faculty in, you know, with grants or whoever that might be not suggesting any library would do that but
Shannon Pritting: You know you can at least look by user group. So another thing that you could think of to is, and I know that some of the county that the Cal State libraries were doing this.
Shannon Pritting: Is that you can show this option. In addition to another lower cost option. So you could show a link resolve or based purchasing option. In addition to interlibrary loan and then just put in that link resolved based purchasing option that this cost the library money.
Shannon Pritting: And what Cal State found was that that often lead faculty or graduate students to say, Oh, it's okay, I can use interlibrary loan.
Shannon Pritting: Knowing that it's going to potentially save you money, long term.
Shannon Pritting: And we have an FAQ on how to set this up pretty much, you go into the general electronic services and then you would need to
Shannon Pritting: Put in the different parameters and configuration Michelle did a fantastic FAQ on. I believe it's December 18 we will get into the
Shannon Pritting: Nuts and bolts of how to set up this link resolve or based article purchasing but just wanted to kind of put there that it's it's not extremely difficult setup unless you want to do it for many, many journals.
Shannon Pritting: And in that case, it would just be repetitive.
Shannon Pritting: So, uh, let's do a test to see how well a video in a in a PowerPoint shared in zoom will work. So Michelle did a really great
Shannon Pritting: Video which showed exactly how the article delivery from a link revolver work because, you know, conceptually, I can talk through it, but I think it will help to show exactly how this works.
Shannon Pritting: So we're starting from primo I know that's not exactly how most would come in. But once you hit the services page. It's the same from, you know, any inbound source such as Google Scholar, etc.
Alright.
Shannon Pritting: So Michelle did a search for this journal that we did.
Shannon Pritting: found an article that we want.
Shannon Pritting: And then you click on the article, and this is where the link resolved or would be so if you're not signed in, you have to sign in.
Sheets.
Shannon Pritting: And then you would have request a copy, you could say the purchase from the, you know, purchase from a vendor put in your name and email address and hit. Place order.
Shannon Pritting: And then within a couple of minutes.
Shannon Pritting: Within a minute or two, you'll get a confirmation of the order and then within a few more minutes. So, you know, usually within 20 minutes, you get a link, you get an email with a link or the user gets an email with a link to download the document and they're done.
Shannon Pritting: So that's a PDF directly from the publisher that they can that they can use so
Shannon Pritting: You know, it is it is a pretty seamless process. I understand that. No, it's not that this isn't as easy as a subscription but it's not a ton of barriers. Any questions on that.
Shannon Pritting: Alright, so I'll do some pros and cons for each of these. So, the link is over based
Shannon Pritting: Purchasing that this is really the way that it is most reliable for you to say, for whatever journals, you're doing this article, you're doing the link resolve or based purchasing that you'll get fast access within usually minutes almost never more than an hour.
Shannon Pritting: You'll get the best high quality PDF. It's going to be in color, if the if the publishers copy was in color.
Shannon Pritting: It'll be OCR if the publisher OCR audit, which, you know, most do
Shannon Pritting: If there is supplemental material, you'll get the supplemental material and
Shannon Pritting: You know that the bad, the real bad thing about it is that it could be potentially more expensive than other alternative access and you want to think carefully about that and who you show it to. And, you know, you really have to put this into your budget forecasting and
Shannon Pritting: You know, you have to
Shannon Pritting: You know, you have to think about it.
Shannon Pritting: A so Holly Aston and I have a question. In about you know this. So are these PDFs accessible for ADA. So these are directly from the publisher.
Shannon Pritting: So it would be whatever the publisher is doing for ADA compliance. So that really is based on which publisher, you're getting it from how compliant. It is so it will be as compliant as a subscription. I think I can safely say that
Shannon Pritting: And Jin asked, is there a price when requesting the article, the user is not provided a price.
Shannon Pritting: So you can put a max cost on this, if you wanted to.
Shannon Pritting: Yeah. And Rebecca saying the, the cost of this is that the cost can be unpredictable.
Shannon Pritting: That, you know, yes. And that's where I would say most libraries would want to be careful how they approach this and not remove a lot of barriers for a lot of user groups for a lot of titles and Jen asked, how do we know the price you will know the price when you get the invoice.
Shannon Pritting: And
Shannon Pritting: You know, you can set it up where you get a copy of the communication. So, you would know who's getting those those purchases
Shannon Pritting: So I know this name. So I'll just say for again if we get rid of a conglomerate service like Elsevier, where's the indexing for some of these sources coming from so
Shannon Pritting: Let's use Science Direct as an example, you can. Okay, thanks. Carrie.
Shannon Pritting: The, the Science Direct package in primo Central Index soon to be central Discovery Index, that is free to search so
Shannon Pritting: You can turn on that article level indexing for, you know, without a subscription. So you wouldn't lose any indexing that you had with a subscription. So understanding that a lot of use is coming outside of the Discovery Service where
Shannon Pritting: You know, Google scholars indexing science director, etc. So, so
Shannon Pritting: You know, I, I can't speak to how common the practice of other big deals are for allowing indexing for your the primo Central Index, but just looking at a lot of big collections like that.
Shannon Pritting: I'd say that it's pretty common that those Publishers don't shut down the article level indexing because for them, you know, the more their content gets used in any way means income for them. So they really aren't shutting down indexing at least what I've seen, I've, I've not
Shannon Pritting: You know, I've not done a thorough quantitative analysis on it though. But for Science Direct we did check it is open to be searched through the article level indexing and primo
Shannon Pritting: I think I'm caught up on questions. Any other questions for a go on.
Shannon Pritting: Alright, so. Your other option is traditional I ll
Shannon Pritting: So this means that you're probably all familiar with this. So a request goes in directly through Aiello and then you know either take some staff intervention. If it's within copyright or if it's missing data.
Shannon Pritting: The request goes out to other libraries and those libraries either send you an electronic copy or they send you a PDF, which might or might not be OCR hard
Shannon Pritting: In and you know I don't want to neglect to say that, you know, having worked with a lot of other libraries, a lot of libraries and resource sharing and a variety of ways. There is this also additional practice of delivering
Shannon Pritting: Articles that may or may not be legitimately posted on the Web, as part of, you know, the document delivery portion of interlibrary loan.
Shannon Pritting: So that's also a component of what you would get through a traditional I ll. And the thing about the nice thing about it is if you really want to have predictable and controlled costs that you can just cancel for user groups scenario situations costs that you don't want to pay for
Shannon Pritting: So some of the pros and cons of traditional Iowa I ll
Shannon Pritting: It's really the least expensive. I know that there are staff costs, etc. But for the most part.
Shannon Pritting: The majority of SUNY libraries already have. I ll staffing, I ll departments and I know this isn't universal and everybody has, you know, different resource constraints, but for the most part, no library is going to have to say I need an aisle department. They have someone or they have people
Shannon Pritting: And because even even a major big deal isn't going to spike your, your traditional I ll buy huge volumes that you could probably just absorb this with your existing infrastructure.
Shannon Pritting: And, you know, one, I guess you could call it a pro or a con that I ll barrier will
Shannon Pritting: Usually make students and potentially graduate students and sometimes faculty, just go find an alternative article or find alternative access to the article, such as going on the web and finding it from research gate or, you know, wherever they might find it.
Shannon Pritting: And this really doesn't require a whole lot of change. Change management within your library because the reference librarians, the
Shannon Pritting: Subject liaisons the faculty. Everybody knows this service if you're providing it there's really not much more communication that needs to go out about traditional I ll
Shannon Pritting: The negatives are that
Shannon Pritting: You, you might get a pretty terrible PDF delivered to you and that library on the other end.
Shannon Pritting: Might might help you out and rescan it but you know it's going to take some time.
Shannon Pritting: There still are delays, even though I ll continues to get faster and faster through a variety of methods of, you know, enhancing services, but it still takes time.
Shannon Pritting: And mostly because the vast majority of libraries are using Elliot in in Sunni the initial account creation still is cumbersome and there's not a fantastic way to seed an alien database with new users.
Shannon Pritting: It's just not one of the strong points of of that system.
Shannon Pritting: And the more you mediate the more staff time you're dedicating to it. So the more traditional you are in your I ll strategy. Strategy, though more staff time it's going to take any questions about that.
Shannon Pritting: So, you know, I'm going to be like NPR and admit my biases or bias here in that, you know, I was part of the, you know, a very small group of people that develop this option. I think it was five or six years ago.
Shannon Pritting: And, and, you know, have worked a lot to promote help with implementation.
Shannon Pritting: Of of this option for an IE LL automation system and an Iowa purchase hybrid as well.
Shannon Pritting: So the, the positive of this option or, you know, one of the features is that the user experience remains through I ll and you don't have to necessarily talk about a new service.
Shannon Pritting: And then the delivery of it is is is enhanced via automation and article purchasing
Shannon Pritting: So you really have to embrace using your iOS system fully to automate as many requests as you possibly can. This was our biggest pain point as we were rolling the system out to, you know, I think. Now there's, I think 90 libraries on on Article gateway.
Shannon Pritting: Is that just a hesitancy to let request go out and to not touch request.
Shannon Pritting: And the other thing to think about with this is that you can take a very sophisticated back end approach to island delivery and purchasing and you don't necessarily need to communicate all of that sophistication to your users. But you can do cost control and, you know, data driven
Shannon Pritting: You know, decision making on when you're going to trigger those higher value purchases
Shannon Pritting: Based on the scenarios.
Shannon Pritting: So the project and the and the tool is is article gateway. So you have to be an IDS project member to use this. I know that excludes a few Elliot libraries.
Shannon Pritting: In Sunni who aren't article gateway and if you wanted to, I could you know give you some information on how you could do portions of Article gateway not using, you know, if you're using Article gateway using other tools built into Elliot, but
Shannon Pritting: You know, I suspect that most will just use Article gateway and if you're not using Article gateway that you'll continue with traditional I ll
Shannon Pritting: So the main thing that we've seen with Article gateway as kind of this third option is that to create an ecosystem that moves from
Shannon Pritting: About 45% of ILO requests being automated not requiring any staff mediation and through that process being much faster moving that from less than half to almost 95% typically so
Shannon Pritting: We've seen some that are more like 98% we've seen a few that are more towards like 91 but you know it's typically over 90% are automatically sent out
Shannon Pritting: Based on all of the different things that we're doing in the background.
Shannon Pritting: And article gateway can also trigger automatic purchasing just like the link resolve or where within one to two minutes. The faculty or the user gets delivery of that.
Shannon Pritting: PDF that happens via API versus, you know, using the vendor system and the you know and and the form and then you can also set up business logic to trigger that purchasing based on a variety of scenarios.
Shannon Pritting: And then we do some screening of legitimate open access content and
Shannon Pritting: If you're a higher volume library, the custom account option with reprints desk has an open access filter that also
Shannon Pritting: Is included so that they would refund you if you purchase something that was in a hybrid journal
Shannon Pritting: That the publisher did a very poor job of making it clear whether it was open access, they have people who go back and check that and then refund your money. So that is one concern with Article gateway is that sometimes finding open access content and hybrid journals is is challenging.
Shannon Pritting: So we screen using PubMed Central which is at least for health sciences is is a is a pretty expansive open access
Shannon Pritting: Data Source.
Shannon Pritting: So the basic process here is that an IO request comes in, so any of you who've worked in resource sharing knows that I will request are, you know, often created differently and
Shannon Pritting: You know, open URL is kind of messy. So there's a standardization of citations to make sure that there can be automation done on this because the journal
Shannon Pritting: Title year is Sn, all of that is standardized and all of the data is complete.
Shannon Pritting: And then checking whether you own it in any of your any of your subscriptions and then doing copyright checking and then if you have reached the rule of five or if you decide that you want to do the rule of 10 you could do the rule of 10
Shannon Pritting: And then if that you know if if you need to consider copyright, you can determine what your best option is either to purchase it.
Shannon Pritting: Borrow it or whatever those options would be. So, in most cases, if you're going to go from an interlibrary loan triggered into a purchase and you have that configured that all happens in you know 1015 minutes so there's not a whole lot of delay.
Shannon Pritting: So, typically in this third option. It's taking the very efficient ILO process and enhancing it through automation usage of outside data to supplement the data in the in the request. And then, and then unmediated as much as possible.
Shannon Pritting: Oh, I'm sorry. There is no rule of 10 Alina. The rule of five, the con to rule of five. So if you request the rule if you request five articles from the last five years of publication.
Shannon Pritting: The, the guidelines are that you should start paying royalties or purchasing articles.
Shannon Pritting: So I know that some think differently about the rule of five, and that the rule of five is a guideline and
Shannon Pritting: Some go all the way up to the rule of 10 so I'm just saying that that's a configuration that you as an institution could could could choose something else.
Shannon Pritting: Sorry, making a bad I was making a bad kind of quip but
Shannon Pritting: Uh, so, so this is, you know, improving the staff experience and improving the user experience. That's the
Shannon Pritting: That's that's really the overarching goals.
Shannon Pritting: So Jennifer asked yeah if you if you have legacy access yeah that two to five isn't going to count because you would have back file so you wouldn't be incurring copyright necessarily on that because you would be delivering that from your own
Shannon Pritting: Your own collection. Um, and Holly asked, Any update on the Sunni wide institution, a can, can you rephrase that.
Shannon Pritting: Alright, I'll wait for you to type that in and just keep going.
Shannon Pritting: So pretty much what we try to do
Shannon Pritting: Yeah, so, Holly, uh, there is there. We are continuing to work on a
Shannon Pritting: A review of content across uni, but since I intend to post this. I'm not going to get into that because we definitely wouldn't want that sort of information.
Shannon Pritting: Out.
Shannon Pritting: Broadly, but we are still working on it. We still have the attention of the attorney.
Shannon Pritting: We're, we're just going through the process to make the attorney.
Shannon Pritting: Understand all of the different variables and we'll, we'll definitely have some updates on that very, very soon.
Shannon Pritting: All right. Um, some mostly it's just looking for obstacles and how to remove them, because every sort of obstacle and mediation adds time to the delivery of the article. And if you want to alternative access, it has to be as close to immediate as possible.
Shannon Pritting: And then auto purchasing is the part of the hybrid so you can through reprints desk. You can you can purchase and deliver articles through an API.
Shannon Pritting: With article gateway that would involve no mediation on your on your part. So it does not have to be all or nothing. You can get very granular on auto purchasing
Shannon Pritting: And then if you're if you're cost conscious, but in some scenarios you want to provide almost immediate access. You can do that by building built business logic. And then you can also define overarching max cost maximum cost that you'll allow and other general parameters.
Shannon Pritting: So to do that, to do that.
Shannon Pritting: Article purchasing and then provide
Shannon Pritting: Provide limitations.
Shannon Pritting: You can set up purchasing profiles that would be based on a specific journal title years within the specific publication. So you could say only the last year, only the last two years.
Shannon Pritting: You could look at the user so specific user data. So a piece of, you know, one one database field that you could put in custom information for a user a user group a department.
Shannon Pritting: Could have this purchase profile setup. And then what I call the contextual purchase profile pieces where you can set it, you can set up.
Shannon Pritting: Article gateway to trigger a purchase of an article on Friday night at only after 10 o'clock, so that would be probably the slowest time for any Aiello request because
Shannon Pritting: You know, the majority of libraries. Still don't process all weekend. So a Friday night at 10 article requests is most likely going to be delivered on Monday, you could say purchase only those times. So from
Shannon Pritting: You know, Friday at 10 to Sunday at 1pm whatever that might be. And then you could say how much is this going to cost me to borrow either via royalties etc and say,
Shannon Pritting: I just prefer to purchase this if it's only two to $3 over what it would cost to borrow because why not spend an extra $2 to get something to someone, a lot faster.
Shannon Pritting: And then just general what your max cost is and you can make all different sorts of iterations of Max cost. It doesn't have to be global. So you could set one up for faculty Friday at 10pm.
Shannon Pritting: Only up to $30 if you wanted it to be so lots of different ways that you can have purchased profiles, you can have as many purchase profiles that article gateway will iterate through so it doesn't have to be just one purchase profile.
Shannon Pritting: Pros and cons with this.
Shannon Pritting: You know, I would say that this is, you know, kind of a good blend of speed and close to immediate access, while also being able to limit costs.
Shannon Pritting: And and to control it to, you know, have some sort of reliable expectation
Shannon Pritting: You know, here's where as well. And then you can you can choose to communicate about this as enhanced I ll and not an entirely new service.
Shannon Pritting: So that you don't have to make your communication even more complex. Some of the negatives are that
Shannon Pritting: You know, although it's fast, it's not always going to be immediate. So that may lead to some disparities in timing. So that if you set up a purchase profile.
Shannon Pritting: And a graduate student get something in two minutes and then they set up they submit another ILO request and that one takes two days that are more likely to be critical of overall IO requesting so
Shannon Pritting: You know there are some negatives there and and you know I think in generally what we've seen is that, you know, traditional I ll using Article gateway and it's automation usually goes down by, you know, half so it would go from typically 24 to like 12 hours as a as an average
Shannon Pritting: So I'll quickly go through reviewing these options from a user perspective.
Shannon Pritting: Because you know there's there's definitely the management piece of it and the you know the access piece of it from the libraries perspective, but you want to think about it from the user as well from the users perspective as well so
Shannon Pritting: You know, and if you think of it from a user perspective, in my experience, and you know, rolling out new services to faculty and graduate students, they all care about is this going to be harder.
Shannon Pritting: Are. Am I going to have to log into more things. They're very worried about, you know, their, their workflows. So the more you can talk about the user perspective and the experience
Shannon Pritting: To the faculty to the graduate students. I think the smoother and he's sort of alternative access would would go
Shannon Pritting: So pretty much in and I'm taking out the logging in. So I realized that there may be some logins that I'm taking out. So I think those are persistent and costs.
Shannon Pritting: All alter all different types of access. So I just left them out to make it a little bit simpler so subscription. It's pretty easy from a user perspective.
Shannon Pritting: No matter where you're coming from. You hit a link resolve or or a service page and you're taken to the PDF within usually a couple clicks. Right. So I know that doesn't always happen but more often than not, it does.
Shannon Pritting: So three three steps, you know, and, you know, if you, if you look at it as far as link resolve or based purchasing it's adding one more step.
Shannon Pritting: And it's involving email which might not be perfect, but I think, you know, most people are used to checking email so
Shannon Pritting: You're hitting the link resolve or page from wherever you're coming from, and then you're filling in a couple of pieces of information and then the PDF is delivered to you via email.
Shannon Pritting: And we are going to be working with the vendor on some things where they could pop up PDFs in the browser. But, you know, we don't want to get too far ahead of ourselves here.
Shannon Pritting: And then really, you're looking at four steps one to 30 minutes as far as the time that elapses and then if you look at Interlibrary Loan either traditional or I ll you have a broader
Shannon Pritting: Variation of two minutes to 24 hours with typically only four steps so
Shannon Pritting: If you're looking at it from a user perspective, you're thinking about time you're thinking about the amount of complexity forums, those things you have to fill in.
Shannon Pritting: Make sure that you're doing an analysis of that as well. And the better you're linking and other pointers into your link resolve or are, the better you know your alternative access will go
Shannon Pritting: All right, I left, I think enough time for some questions or discussion, feel free to unmute yourself or type in the chat.
I'll stop sharing here.
Shannon Pritting: All right. Um, yeah, this is a question that I thought a lot of people would have friend for Hudson Valley and other Sunni's see Elsevier subscription is not paid from the library budget from the recharge bought it budget.
Shannon Pritting: So, that that is not necessarily going to come back into your budget. If you don't have Science Direct
Shannon Pritting: Yeah, so
Shannon Pritting: There are no current plans to add an optional SUNY reprints subscription that could come through a recharge to campuses.
Shannon Pritting: But I know that that is of interest. So, you know, it's something that we are trying to figure out the best way to do that if
Shannon Pritting: You know, if we need to do this on a on a larger scale. So
Shannon Pritting: I know that the CPC had as as part of its communication that the funds dedicated to Elsevier should go to the library budget, but I think we all know that that's all based on the campuses willingness to do that. So it's a great point. I can't say that.
Shannon Pritting: That there are any immediate plans to do that, but I do know that many would like something like that.
Shannon Pritting: And I'll, I'll bring that back to
Shannon Pritting: The sis admin people that were that were communicating with down on that.
Shannon Pritting: Um, yeah. So, Alfred State asked, Where will the money go that depends on the campus.
Shannon Pritting: So whatever you do with recharges. And I think that's so the process is that the the science direct payments were or charges were coming through recharge. So different campuses handle the recharge in different ways.
Shannon Pritting: Some campuses, you know, take the recharge from SUNY and then say this department is responsible for that part of the recharge and then that comes out of that budget others just take that right off the top of their overall
Shannon Pritting: Their overall campus budget and don't push it down to departmental campuses or departmental budgets, so where that money would go or the
Shannon Pritting: Lack of that charge would be really dependent upon your campus. I hope that made sense.
Shannon Pritting: I know it's it's confusing.
Shannon Pritting: And it's even more confusing from a system administration perspective, because the practices are different from campus to campus.
Shannon Pritting: Other questions.
Shannon Pritting: So,
Shannon Pritting: There is support for for setting up
Shannon Pritting: Any of these three options. You know, I don't think there's really any need for us to help you on traditional Aiello
Shannon Pritting: But if you need help with link resolve or based configuration or article gateway, the Sunni library Shared Services staff will help you
Shannon Pritting: That is
Shannon Pritting: You don't. You don't need an extended services contract for us to help you with this you know the the the thinking on this from a system perspective is that this is a
Shannon Pritting: An important enough and a, you know, time sensitive issue that you know we we will help campuses to get through this.
Shannon Pritting: Alternative access configuration as much as we possibly can.
Alfred State: This is Jane. It offers state. I do have one quick question. Sure. I actually have to. Okay. Is there a bit fuzzy on the third option is reprints desk somehow also a function of the article gateway process or is it totally different.
Shannon Pritting: It can be so
Shannon Pritting: Article gateway enhances traditional I ll makes it faster automates it more. You could choose to then also trigger article purchases through that process and to do that in an unmediated fashion, you would have to use reprints desk.
Shannon Pritting: Copyright Clearance Center does not, you know, does not allow you to auto trigger purchases via API. So reprints does. So we had to only use reprints desk, but you don't have to use reprints desk to use Article gateway. You just have to be an idea project member
Alfred State: And forgive me. I think this may have been addressed, but I had a small interruption. I'm also wondering, based upon
Alfred State: The current climate of my purchasing department if reprints desk is not on state contract. This will be a nightmare for us to set up. And so ultimately, if we, as a group, go to that. Is there some kind of a disclaimer or documentation from SUNY that would help campuses out
Shannon Pritting: Right, so
Shannon Pritting: We're working to get them on state contract, but that's a lengthy process. So we focused on getting
Shannon Pritting: A lower price agreement, but you know it is in our plans to get them on state contract but you know it's it's it's an invoice that does not require any sort of a contract so
Shannon Pritting: So we're hoping that that will
Shannon Pritting: Allow some procurement to happen in that regards and and you know, knowing, knowing how this has worked at the 15 Sunni's you currently use reprints desk.
Shannon Pritting: There, there hasn't yet been a problem with that, but I'm not. I'm not. I'm just saying we're aware of that issue, but the getting a vendor on state contract takes time, which
Shannon Pritting: We are working on in parallel to having the lower price agreement with reprints desk.
Shannon Pritting: Yeah Sarah. Sarah indicated that that if they, if you start article purchasing from the library's budget, then
Shannon Pritting: Then it's not going to get
Shannon Pritting: Pushed back in with the recharge money, I'm guessing that was what you were saying. Yeah.
Shannon Pritting: Yeah, I would say definitely a good point.
Shannon Pritting: And I just want to say that we if we could do that in a short amount of time, we would, which would be to set up the
Shannon Pritting: You know this through the recharge, but that is that is something that
Shannon Pritting: SUNY isn't quite nimble enough to do that in a quick fashion, but we do know that that would benefit you know a, you know, probably
Shannon Pritting: A quarter of our libraries. And one of the things that I asked at the SLC meeting is at least to have an inventory of which campuses.
Shannon Pritting: You had which practices with the you know whether the recharge was taken off the top or pushed out to library budgets. So we, you know, so we could at least operate knowing what we needed to work with and potentially could work specifically with those campuses, but I haven't, I haven't
Shannon Pritting: Received anything from that. So maybe that'll be a survey that we send out in the near future from SUNY rather than SLC
Shannon Pritting: Holly as so maybe no contract, but if there are terms and conditions are purchasing office will want to review, along with an accessibility V pad.
Yeah.
Shannon Pritting: Um,
Shannon Pritting: Yeah, I, you know, I'd have to see what a V. Pat, would you know i i'm in discussions with with reprints desk about what they can provide for their accessibility.
Shannon Pritting: conformance but for them it would be, I think, very challenging to do something like, you know, like, like a V. Pat because they might
Shannon Pritting: Be able to provide something as far as accessibility about their forums. But then, you know, just as EPS go would be with the main service, they're providing the PDFs in Xcode aren't all accessible. So, you know, I think there
Shannon Pritting: It's a, it's a little bit more complicated. Yeah. So, and I guess what I would say is you know we we tried to get the, the, the costs lower, but we're certainly aware that procurement.
Shannon Pritting: In Sunni is is challenging, especially for any vendor, you don't already have established so that might mean that at your institution, you have to focus on traditional I ll as the as the way to go forward.
Shannon Pritting: So Jen asked, will the article charge be put in input into acquisitions per your experience and I'm assuming you're talking about acquisitions.
Shannon Pritting: In acquisitions in an Alma i'm not i'm thinking you know just tracking them.
Shannon Pritting: Typically
Shannon Pritting: I think that has varied.
Shannon Pritting: Depending on how closely libraries are using acquisitions to manage all of their budget. I know everyone is tracking it in some ways because you know if you're having this as a strategy, you have to figure out how much of your costs. You've, you've expanded, but not really sure.
Shannon Pritting: How many people are using the actual acquisitions module to do that.
Shannon Pritting: All right, any other questions were, thanks. Thanks for everybody's time. I know we're we're past we're past the hour, I can stick around for more questions.
Shannon Pritting: And again, you know, I will continue to work on the, the, the longer range planning.
Shannon Pritting: Such as state contract and recharge processes.
Alright, I'm going to stop the recording.