Readex Archive of Americana Presented by David Braden, President of Readex ICOLC Meeting March 15,...

ReadexReadexArchive of AmericanaArchive of Americana

Presented by Presented by

David Braden, President of ReadexDavid Braden, President of Readex

ICOLC Meeting ICOLC Meeting

March 15, 2004March 15, 2004

New Orleans, LouisianaNew Orleans, Louisiana

March 15, 2004 Page 2


Presentation objectives:Presentation objectives:• ICOLC ICOLC

– Who?Who?

– What?What?

– How much?How much?

• ReadexReadex

– Introduction to ReadexIntroduction to Readex

– Archive of AmericanaArchive of Americana

– Prices, challengesPrices, challenges and offerings and offerings



In conclusion:In conclusion:• Digital initiatives at Readex have earned Digital initiatives at Readex have earned

both a leadership role and a leadership both a leadership role and a leadership responsibility.responsibility.

• Readex welcomes the opportunity to Readex welcomes the opportunity to work with consortia and thus respond to work with consortia and thus respond to the expectations of the academic the expectations of the academic community. community.



Top Ten Sets Top Ten Sets (ARL Microform Survey)(ARL Microform Survey)

1. Early American Imprints, Evans 1. Early American Imprints, Evans ((ReadexReadex))

2. Early English Books -Wing (UMI)2. Early English Books -Wing (UMI)

3. Early American Imprints, Shaw-3. Early American Imprints, Shaw- Shoemaker Shoemaker ((ReadexReadex))

4. Early English Books - Pollard and4. Early English Books - Pollard and Redgrave (UMI) Redgrave (UMI)

5. Three Centuries of English and American5. Three Centuries of English and American Plays Plays ((ReadexReadex))



Top Ten Sets Top Ten Sets (ARL Microform Survey)(ARL Microform Survey)

6. American Periodicals: 1800-1850 (UMI)6. American Periodicals: 1800-1850 (UMI)

7. English and American Plays of the 7. English and American Plays of the Nineteenth Century Nineteenth Century ((ReadexReadex))

8. American Periodicals: 18th Century (UMI)8. American Periodicals: 18th Century (UMI)

9. Landmarks of Science 9. Landmarks of Science ((ReadexReadex))

10. American Fiction - Wright (Gale)10. American Fiction - Wright (Gale)



Comprehensive and coherent digital collections Comprehensive and coherent digital collections spanning four centuries of life in Americaspanning four centuries of life in America



Getting started: Getting started: • Analysis of existing products and Analysis of existing products and

standardsstandards– JSTOR, Making of America, American JSTOR, Making of America, American

MemoryMemory

• Academic Advisory Boards Academic Advisory Boards – Professors, librarians, digital expertsProfessors, librarians, digital experts

• Usability testingUsability testing– Williams College, Harvard University, Williams College, Harvard University,

Dartmouth College, Readex facilityDartmouth College, Readex facility



Evans Advisory Board:Evans Advisory Board:• Kerry Cochrane, Loyola Univ of Chicago Kerry Cochrane, Loyola Univ of Chicago • Nancy Godleski, Yale University Nancy Godleski, Yale University • Betsey Patterson, Emory University Betsey Patterson, Emory University • Glenda Pearson, University ofGlenda Pearson, University of

Washington Washington• Lisa Stimatz, University of NorthLisa Stimatz, University of North

Carolina-Chapel Hill Carolina-Chapel Hill• Perry Willett, Indiana UniversityPerry Willett, Indiana University



Serial Set Advisory Board:Serial Set Advisory Board:• Charles Eckman, Stanford UniversityCharles Eckman, Stanford University

• Gregory Harness, Senate LibrarianGregory Harness, Senate Librarian

• Cathy Hartman, University of North TexasCathy Hartman, University of North Texas

• Donna Koepp, Harvard UniversityDonna Koepp, Harvard University

• Mary Mallory, University of Illinois U-CMary Mallory, University of Illinois U-C

• Richard McKinney, Board of Gov. of FRSRichard McKinney, Board of Gov. of FRS

• Sandra Peterson, Yale UniversitySandra Peterson, Yale University

• John Phillips, Oklahoma State UniversityJohn Phillips, Oklahoma State University



EAN Advisory Board:EAN Advisory Board:• Charles Clark, Univ. of New HampshireCharles Clark, Univ. of New Hampshire

• Frank Conaway, University of ChicagoFrank Conaway, University of Chicago

• Susan Fales, Brigham Young UniversitySusan Fales, Brigham Young University

• Vincent Golden, American AntiquarianVincent Golden, American Antiquarian Society Society

• John Fasley, University of MissouriJohn Fasley, University of Missouri

• Henry Snyder, U. of California, RiversideHenry Snyder, U. of California, Riverside

• John Tofanelli, Columbia UniversityJohn Tofanelli, Columbia University



Challenges and opportunities:Challenges and opportunities:• The practice of purchasing through The practice of purchasing through

consortia creates new challenges and consortia creates new challenges and new opportunities for librarians and for new opportunities for librarians and for vendors.vendors.

• Some of those challenges and Some of those challenges and opportunities... opportunities...



Internal challenges:Internal challenges:• What does the company think of its What does the company think of its

productsproducts??

• What does the company think of its What does the company think of its customerscustomers??



Consortia challenges:Consortia challenges:• Increases distanceIncreases distance between librarians/ between librarians/

users and the vendorusers and the vendor

• Creates potential barrier Creates potential barrier to direct to direct exchange of ideas about product and exchange of ideas about product and needs of the institution needs of the institution



Consortia opportunities:Consortia opportunities:• Generates attention and helps setGenerates attention and helps set

agenda for new players agenda for new players

• Better communicatesBetter communicates specific needs specific needs and issues to vendor and issues to vendor

• ExpandsExpands the market the market

• Establishes a decision dateEstablishes a decision date

• Lowers priceLowers price

• Mediates license agreement issuesMediates license agreement issues



License Agreement Text:License Agreement Text:Section 7.c: NewsBank will allow Section 7.c: NewsBank will allow

customer to purchase magnetic tape customer to purchase magnetic tape load of the Product (images and ASCII load of the Product (images and ASCII database)…load onto a local server to database)…load onto a local server to be accessed by Customer’s own search be accessed by Customer’s own search and retrieval software. Customer and and retrieval software. Customer and Customer’s Authorized users may use Customer’s Authorized users may use the archive as provided in Section 3….the archive as provided in Section 3….



Evans tiered pricing model:Evans tiered pricing model:• Initial structureInitial structure

– ARLARL List Price List Price– non-ARL over 5Knon-ARL over 5K 60% of list60% of list– non-ARL under 5Knon-ARL under 5K 40% of list40% of list

• Current structureCurrent structure– ARL List priceARL List price– non-ARL PhDnon-ARL PhD 80% of list80% of list– non-ARL over 5Knon-ARL over 5K 60% of list60% of list– non-ARL under 5Knon-ARL under 5K 40% of list40% of list– non-ARL under 2K non-ARL under 2K 30% of list30% of list



Pre-publication discounts:Pre-publication discounts:• Beginning with 60% before production Beginning with 60% before production

begins, followed by periodic adjustments begins, followed by periodic adjustments through completionthrough completion

• Example: Evans Example: Evans full price third tierfull price third tier

– List upon completionList upon completion $107,500 $43,000 $107,500 $43,000– Less: microform trade-in Less: microform trade-in -$20,000-$20,000 -$8,000-$8,000– SubtotalSubtotal $87,500 $35,000 $87,500 $35,000– Initial offer (pre-pub)Initial offer (pre-pub) $52,500 $21,000 $52,500 $21,000



Institutional discounts:Institutional discounts:• Evans 3%Evans 3%

• Shaw-Shoemaker 4%Shaw-Shoemaker 4%

• Early American Newspapers 3%Early American Newspapers 3%

• U.S. Congressional Serial Set U.S. Congressional Serial Set 15%15%

Total potential discount 25%Total potential discount 25%



Consortia discounts:Consortia discounts:• 3 participants 1.5%3 participants 1.5%

• 4 participants 2.0%4 participants 2.0%

• 5 participants 2.5%5 participants 2.5%

• each additional participant + 1/2%each additional participant + 1/2%

• 10 or more participants 5.0% 10 or more participants 5.0%



Discounts chained:Discounts chained:• List price upon completion = List price upon completion = 100% 100%

– Less: 40% pre-publication discountLess: 40% pre-publication discount = = 60%60%

– Less: 25% institutional discount = 45%Less: 25% institutional discount = 45%– Less: 5% consortia discount = 42.75% Less: 5% consortia discount = 42.75%



Deferred payment plans:Deferred payment plans:• All initial prices based on one-time single All initial prices based on one-time single

payment shortly after placement of orderpayment shortly after placement of order

• Payment plan: deferral fees on unpaid Payment plan: deferral fees on unpaid balances (equal principle payments)balances (equal principle payments)– first year @ 1/2% per monthfirst year @ 1/2% per month– second year @ 3/4% per monthsecond year @ 3/4% per month– third year @ 1% per month third year @ 1% per month



Readex Digital InstituteReadex Digital Institute– 2 1/2 day event (3 nights) 2 1/2 day event (3 nights) – 35 participants, 7 papers presented35 participants, 7 papers presented

• First Annual First Annual [2003][2003] RDI Guest Speakers RDI Guest Speakers– David Seaman, Digital Library FederationDavid Seaman, Digital Library Federation– Mark Sandler, University of MichiganMark Sandler, University of Michigan– Chuck Eckman, Stanford UniversityChuck Eckman, Stanford University– Coleen Cahill, Library of CongressColeen Cahill, Library of Congress– George Barnham, GPOGeorge Barnham, GPO– Maria Bond, University of MichiganMaria Bond, University of Michigan



Educational Training ProgramEducational Training Program• For Archive of Americana customersFor Archive of Americana customers

– 2-day workshop (3 nights)2-day workshop (3 nights)– 1 guest every three years (tuition, meals, 1 guest every three years (tuition, meals,

accommodations and travel all included as accommodations and travel all included as part of annual maintenance fee)part of annual maintenance fee)

– additional personnel may attend with additional personnel may attend with registration/tuition fee (covering registration/tuition fee (covering transportation costs)transportation costs)



Educational Training ProgramEducational Training Program• Topics coveredTopics covered

– Content, features and functionalityContent, features and functionality– Hands-on trainingHands-on training– Bibliographic instruction (lessons, and Bibliographic instruction (lessons, and

materials)materials)– Future developmentsFuture developments– Tour of Readex Digital facilityTour of Readex Digital facility– Usability tests (optional)Usability tests (optional)– Focus groups (optional)Focus groups (optional)



In conclusion:In conclusion:• Digital initiatives at Readex have earned Digital initiatives at Readex have earned

both a leadership role and a leadership both a leadership role and a leadership responsibility.responsibility.

• Readex welcomes the opportunity to Readex welcomes the opportunity to work with consortia and thus respond to work with consortia and thus respond to the expectations of the academic the expectations of the academic community. community.



Contact information:Contact information:

Academic & Research Library DivisionAcademic & Research Library Division

NewsBank, inc.NewsBank, inc.

5020 Tamiami Trail North, Suite 1105020 Tamiami Trail North, Suite 110

Naples, FL 34103Naples, FL 34103

800.762.8182800.762.8182

[email protected]@readex.com

www.readex.comwww.readex.com

Readex Archive of Americana Presented by David Braden, President of Readex ICOLC Meeting March 15,...

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