Collaborating for Sustainable Scholarship: Models that Serve Librarians, Publishers and Scholars

1. Collaborating for Sustainable Scholarship: Models that Serve Librarians, Publishers and Scholars The University of Chicago Press Perspective NASIG 2011 ◊ June 3, 2011

2. Why collaborate? University presses face: • Investment in technology needed to meet user/librarian/society expectations • Declining budgets and collection consolidation • Emerging markets require specialized outreach • Challenges to portfolio development

3. Why JSTOR? • Shared mission & roadmap – JSTOR and other CSP publishers • History of cooperation going back to inception of JSTOR • Build on existing initiatives, common platform • Advantages of scale: shared investment, critical mass • Additional outreach resources

4. Hurdle #1: Pricing • FTE-based pricing model → community-based pricing model • Single-seat pricing option – not industry standard & not sustainable • In worst recession since Great Depression! • Modeling for revenue neutrality • Lower the ceiling • 24% of institutional customers had lower subscription rates for 2011; 33% with increases <5% • Deeper discount on Complete Chicago Package (20% → 40%) • Communication: contacted ~200 most impacted institutions; agents

5. Hurdle #2: Design • Multiple layers of branding: JSTOR, publisher, society, journal • Consistency, scalability vs. flexibility, customization • Content highest priority • Room for news, announcements, advertising, user resources • Iterative process: JSTOR outreach & development teams, publisher participants, designer

6. Hurdle #3: Technological integration • Common platform but unique instance • 2,095 volumes/issues of content = 50,000+ articles & book reviews migrated to JSTOR platform • Overlapping content, DOIs • Post-publication to real-time workflow • XML-based full-text, multimedia, rapid release/ahead-of-print, author proofing • QC, QC, QC….QC, QC, QC • Training & support

7. Hurdle #4: User support integration • Existing fulfillment system at Chicago; new system at JSTOR • Electronic vs. print fulfillment • Integrating customer records huge challenge! • Customer definition differences (e.g. treatment of satellite sites) • Multiple order numbers (Chicago, agency, JSTOR) • Customers use different agents (or direct order), consolidation services, switch formats, join consortium • Redesign 2011 renewal workflow; direct e-sub orders to JSTOR • Coordinate non-renewal follow-up efforts • Communication/education: agents, customers, our customer service staff

8. Next steps • 2012 prices and renewals • Develop new ways to price & package content • e.g. Chicago customer base in Epidemiology, Astronomy new to JSTOR • Continue to improve user experience through technological & design work; working on legacy design issues • Additional synergies among CSP publishers?

9. Title of slide goes hereCan go to two lines as shown • Text for bulleted items • Text for bulleted items goes here and can go to two or three lines per bullet • Text for bulleted items F O R M O R E I N F O R M A T I O N , P L E A S E C O N T A C T : Kate Duff Marketing Director, Journals Division (773) 702-7688 kduff@press.uchicago.edu