Sharing the acquisition of electronic journals: a co-ordinated management and upgrading of the journal collections in a hospital. 

L. Locche*, A. Morselli Labate**, L. Cavazza***, A. Stanzani*, S. Tebaldi**** e A. De Pietro*****
* Biblioteca Centralizzata Azienda Ospedaliera di Bologna - Policlinico Sant'Orsola Malpigli
** Dipartimento di Medicina Interna e Gastroenterologia. Universita' di Bologna
*** Soprintendenza per i beni librari e documentari della Regione Emilia-Romagna
**** Biblioteca centralizzata clinica Università di Bologna
***** Biblioteca biomedica centrale Università di Bologna
locche@orsola-malpighi.med.unibo.it
 


 
  Introduction

The Central Library of S.Orsola-Malpighi Hospital in Bologna, following two previous surveys (1, 2), has launched a project aimed at the planned and co-ordinated management of the subscriptions to scientific journals of the Hospital (National Health Service) and of the Faculty of Medicine of the University of Bologna. Soprintendenza per i beni librari e documentari della Regione Emilia-Romagna takes part to the project as an external consultant.
31 libraries (12 of the NHS and 19 of the University) are involved, 26 located inside the hospital and 5 in the city centre. Among the libraries at the hospital, there are one clinical medicine central library of the university, one central -clinical with some specialised areas - library of the NHS, the remaining libraries are all specialised ones.
The project wants to:

  • improve the collections of the 31 participating libraries, both quantitatively and qualitatively
  • reach a satisfactory coverage of all the disciplines here represented
  • find what 'best ever' titles are not in the collections
  • reduce multiple subscriptions
  • study terms and conditions for a co-ordinated acquisition policy between the two institutions.
  • Suggest agreements for users of the 31 libraries to access the journals by document delivery (xeroxes) and IT, according to the replies made to a questionnaire
  • rationalize the expenses, particularly by subscribing to e-journals.
  • This paper is divided into three sections
    A: Titles survey
    B: Multiple copies
    C: E-journals
     

    Methodology

    A: Titles survey

    1139 current serials in the 31 libraries were compared with Brandon Hill List 1999-2000 (BHL) (3,4), Brandon Hill List Nursing (BHLN) (5) and Journal Citation Report -Science edition 1998 (published 1999) (JCR) -(6); Microsoft Excel was used to this purpose. The working party evaluated the relevance of each journal against the results of the comparison. The same criteria were followed for each disciplinary group:

    • being in Brandon Hill List would bring the journal in first position
    • journals in Impact Factor JCR would come second, although the following correctives -aimed at local requirements- may bring them forward:
      • peer reviewed Italian journals (as from Ebsco Serials Directory, 14th edition) [#1]
      • Italian journals quoted in JCR, Medline, Embase, Index Medicus
      • New Italian and foreign journals not yet in JCR 1998 and/or subscribed in the last three years.

    The comparison with BHL and JCR has shown that some 'best ever' titles were not there: by 'best ever', we mean those titles that are included in BHL, BHLN and in JCR among top titles in the Impact Factor of each respective category (see table 1). Both the 1139 present journals and the 'best ever' that should have been there but were not, underwent an evaluation of usefulness by the teams of professionals of the NHS and University Departments who marked each title with either of the following: essential, important, useful, marginal, needless. Each department was represented by its respective training official; there was also a representative for the directions that were not among the participating departments. In order to make decisions about future acquisitions, relevance and usefulness evaluation were matched in Excel. When the departments had not expressed any evaluation, the decision was made by the working party.
    Two categories were created: TOP titles and BOTTOM titles. The top category includes journals that were marked as essential or important for usefulness, whatever their relevance. The survey also records the top journals which are not present in the collections but were evaluated as essential (i.e. at the top) and calculates the costs.

    The bottom category includes last quartile journals, ordered in decreasing Impact Factor value. They can be discontinued in two steps - and savings can be made:

    • step 1 when no correctives are applicable and scoring needless or marginal for usefulness; 
    • step 2 when no correctives are applicable and scoring from needless to useful.
    B: Multiple copies

    In order to bring out the existence of more than one copy of each journal within the 31 participating libraries, the 1139 titles in the Excel file were completed by the localisation.

    C: E-journals

    For the time being, publishers consider NHS and University two separate sites for on-line access and it is therefore impossible to share one subscription, for copyright and license agreements. In fact the work of hospital and university staff is integrated, premises and uses of the libraries shared. The survey tried to monitor, at least, the multiple printed copies: the suggestion is to discontinue those multiple subscriptions that also have a print and on-line version. Since the NHS nucleus does not have multiple copies, the research is limited to the university libraries for the following categories:

    • Journals that include a 'free-on-line' access when a print subscription is bought [#2]
    • Blackwell and Elsevier journals subscribed under a university contract
    • On-line journals at an extra cost of less than 25% above the regular print subscription 
    The research outlines the savings deriving from the discontinuation of extra copies. A questionnaire was administered to the 31 participating libraries in order to find existing PCs, the Internet/intranet, fax and Xerox machines and the availability to do document delivery.

    The survey on multiple subscriptions has collected the necessary data to start, wherever possible, an acquisition policy for on-line journals and to secure one printed copy only. This research is still going on. 

    Considering the advantages of consortia contracts for e-journals, we would suggest NHS Bologna to enter CIPE (Consorzio Interateneo Periodici Elettronici), so that access to all Elsevier e-journals package is granted. In this case, it is not so much a matter of savings but of improving the service with a minimum investment that would multiply the number of available titles and give readers and librarians the advantages of hypertexts
     

    Results

    A: Titles survey

    • All 29 training officials /representative (100%) handed in the evaluations of the Departments/ Directions
    • 1139 titles, for an overall amount of ITL 1,702,471,730 ($ 771047 ) were evaluated:
    • 91 titles in the bottom category scored an evaluation of usefulness from needless to marginal or were not evaluated at all. It is suggested that they are discontinued, thus saving ITL. 72,921,824 ($ 33026) ...
    • 53 more titles in the same bottom category scored between needless and useful or were not evaluated altogether. It is suggested that they are discontinued, in the future, with a further saving of ITL. 53,453,038 ($ 24208)...
    • The survey also shows the 'best ever' titles that are not represented in the catalogues:
      • 32 BHL, BHLN and JCR journals were outlined as 'best ever' titles missing from the collection, although they were considered to be essential; their acquisition involves an expenditure of ITL. 52,237,900 ($ 23658)...
    B: Multiple copies
    • 1432 total subscriptions, including multiple copies, amounting to ITL.1,702,471,730 ($ 771047)
    • 1139 subscriptions (out of 1432 titles) in one copy, amounting to ITL.1,352,155404 ($ 612389)
    • 293 multiple subscriptions, amounting to ITL. 350,316,324 ($ 158657)
    20.6 % of the expenditure needs to be re-assessed

    As we expected, the survey brought out the multiple copies owned by NHS and University. Also, it is evident that some titles are present in more than one University library, whereas there is no similar situation at the NHS libraries. One example is represented by two very important and often requested journals in 10 copies:1 at the NHS and 9 at the University.

    C: e-journals

    In order to evaluate possible savings, the survey outlined how many multiple subscriptions could be discontinued at the University while renewing only one Print and free on line subscription:

    • 43 titles subscribed by the University are in more than one copy and on-line: they are journals offered either as Print and Free on line (10 titles) or as Print and Pay on line at an extra charge of less than 25% (10 titles). It is possible to discontinue the multiple print copies of 23 titles and swap them with titles not in the collection, if they are published by Blackwell and Elsevier which have a consortium-like contract with University, giving online access to all the publishers' titles. Print value must be respected.
    • 66 multiple print subscriptions in the University libraries can be discontinued since the corresponding titles are available on line at the University (see table 3).
    • ITL 88,000,000 ($ 39855) could be saved accordingly (see Table 2)
    30 out of 31 libraries have the necessary equipment to access on-line journals either on the spot or nearby and they declare to be available for document delivery if the maximum number of Xeroxes is pre-defined.

    As far as the possibility of NHS Bologna entering CIPE (Consorzio Interateneo Periodici Elettronici), and considering an increase of 10% in the cost of Elsevier journals as by now, the survey calculates the expenses and the number of medical journals that would become available from the PCs of the NHS (now excluded by the License Agreement)The results are represented in the following graph (see table 4):

    • ITL 165,000,000 ($ 74728) total foreseeable expenses for NHS
      • ITL 15,000,000 ($ 6793) (i.e. 10% more) foreseeable cost for entering CIPE
      • ITL 150,000,000 ($ 67934) spent now in subscriptions to 68 Elsevier journals
    • 68 NHS subscriptions to printed biomedical journals 
    • 484 subscriptions to on-line biomedical journals that can be accessed through CIPE


    Discussion and conclusions

    The proposal to improve the management of the resources is going to be put formally forward to the University and the NHS directions in view of the coming year (2002) subscriptions. It is articulated as follows:

    • Discontinuation of titles of little relevance and usefulness
    • New subscriptions to 'best ever' titles not already in the collections of the university hospital and increase of subscriptions to on-line journals
    • Discontinuation of the multiple prints at the university, i.e. one printed copy against its on-line version subscribed for the university site
    • Agreement on document delivery, aiming at reducing multiple printed copies -that have no on-line equivalent- in the collections while granting readers the access to the articles.
    Expenditure is made more rational by the elimination of 'dead-ends' (i.e. bottom titles scoring marginal or useless) and multiple copies.

    The working group is aware of the difficulties that may arise and that some decisions have to do with the university and the NHS policies:

    • libraries are scattered and have different characteristics, organisations and staff
    • some libraries belong to departments that have independent budgets
    • more than one smaller library is specialised in the same discipline and this makes multiple subscriptions a difficult problem.


    Notes

    [#1] Research study written by Ms Stefania Scala on EBSCO Serials Directory
    [#2] Ebsco quotation for (oppure: research study on) journal prices for 2001 held by the libraries.
     

    References

    1. LOCCHE L., CAVAZZA L., BETTINI S., Bisturi nella Biblioteca Ospedaliera : tagli dei periodici senza rischi operatori. Biblioteche Oggi, Settembre 1997, 15(7), pag.24-29
    2. CAVAZZA L., LOCCHE L. Towards an integrated policy of acquisition of serials in the libraries of a hospital. In: Libraries without limits : changing needs - changing roles : Proceedings of the 6th European Conference of Medical and Health Libraries, Utrecht , 22-27 June 1998 / edited by Suzanne Bakker. - Dordrecht : Kluwer, c1999, pag. 220-223
    3. HILL D.R. Brandon/Hill selected list of print books and journals in allied health . Bull med libr assoc 1999; 87(2):145-169
    4. HILL D.R. Brandon/Hill selected list of print books and journals in allied health . Bull med libr assoc 2000; 88(3):218-233
    5.  HILL D.R., STICKELL HN. Brandon/Hill selected list of print nursing books and journals. Nursing outlook 2000; 48:10-22
    6. 1998 JCR, Journal Citation Reports on microfiche, Science edition, ISI, 1999 
     

    Acknowledgments

    The authors would like to thank the teams of the professionals of the NHS and University Departments and the librarians of the 31 libraries collaborating to the survey. A special thank to Zeno Orlandi for his cooperation.

    Translated by Margherita Spinazzola.
     

    Table 1: Specimen of evaluation grid for the Departments



    Table 2: Possible savings on University multiple copies following online subscription


    Table 3: Possible reduction of multiple copies in University, following online subscriptions


    Table 4: Possible growth of NHS subscriptions (Online Elsevier) after joining CIPE



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