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Table of Contents
Participants 4
List of Tables 5
Summary of Main Findings 21
Spending on Electronic or Electronic/Print Combination Versions of Directories 21
Spending on Journals 21
Spending on E-Books 21
Historic Growth in the Number of Licenses Held 22
Alumni Access to Databases 22
Use of Passwords and Simultaneous User Restrictions 22
Use of Consortiums 23
Volume of Licenses Accounted for by the Largest Consortium Partner 24
Trend in the Percentage of Licenses Obtained Through Consortiums 24
Library Interest in Seeking New Consortiums of Partners 24
Spending on Consortium Dues 25
Shortfalls in the Range of Content Promised Under a License 25
Perceptions of Content Price Increases 25
Library Staff Time Spent Reviewing Licensing Contract Terms 27
Library Use of Legal Assistance for Electronic Licensing Contracts 27
Percentage of Libraries Threatened with Lawsuits by Database Vendors 28
Percentage of Libraries that Have Threatened Lawsuits 28
Contract Terms 28
Implementation of “Fair Use” 28
Electronic Resources and Interlibrary Loans 29
Negotiations with Publishers for Special Provisions for Use of Electronic Materials in Inter-library loan 29
Compensation for Open Access Availability 30
Impact of Digital Repositories on Inter-Library Loan 30
Current Status of and Future Plans for Digital Repositories 30
Use of Gratis Resources 31
Perpetual Access 31
How the Library Pays for Licenses 32
Course Reserves 32
License Renewal Decision-Making Process 33
Use of Databases on a Free-Trial Basis 33
Staff Time Spent Choosing New Databases 33
Reliability of Usage Statistics 34
Service Interruption Issues 34
Dimensions of the Sample 35
Chapter One: Database Licensing Volume 36
Chapter Two: Range of Access 43
Chapter Three: Use of Consortiums 46
Chapter Four: Content License Pricing 55
Chapter Five: Disputes and Legal Expenditures for Databases 69
Chapter Six: Contract Terms 73
Chapter Seven: Electronic Resources and Interlibrary Loans 77
Chapter Eight: Use of Open Access Resources 81
Chapter Nine: Use of Gratis Resources 86
Chapter ten: Perpetual Access 89
Chapter Eleven: Paying for licenses 91
Chapter Twelve: Course Reserves 95
Chapter Thirteen: License Renewal Decision-Making Process 99
Chapter Fourteen: Service Interruption Issues 105
Other Reports from Primary Research Group Inc. 107
Participants
Anatolian University Library Consortium (ANKOS) (Turkey)
Attorney-General's Department, Australia
Australian Federal Police Library (Australia)
Baker College System Library
Baker University
Ballarat & Clarendon College (Australia)
Bournemouth University (UK)
Bowling Green State University
BP Information Resources
BSES Limited (Australia)
Buena Park Library District
Burnham Institute for Medical Research
Canada Revenue Agency
Canadian Forces College
Canadian Heritage, Knowledge Centre
Casey Cardinia Library Corporation (Australia)
Central Land Council (Australia)
Clark County Law Library
Conference of Rectors and Principals of Québec Universities (CREPUQ) (Canada)
D&P Information Resources
Defense Technical Information Center
Department of Emergency Services, Queensland (Australia)
Department of Finance and Administration (Australia)
Department of Parliamentary Services, Parliament of Australia (Australia)
Devereaux Library, South Dakota School of Mines & Technology
Dudley Knox Library, Naval Postgraduate School
Durban University of Technology (South Africa)
Dynogen Pharmaceuticals
eCentre Resource Centre Department of Education, Tasmania (Australia)
El Paso Public Library
FM Global
Fort Lewis College, Reed Library
Freshwater Institute, Central & Arctic Regional Library (Canada)
Gates Corporation
General Dynamics
George Washington University
Greater Victoria Public Library (Canada)
Harvard Business School
Hay Group
Industry Canada
Information and Library (INFLIBNET) Centre, UGC (India)
IP Australia
John Cox Associates Ltd
Johns Hopkins University
Judy Scott Public Library (South Africa)
Keller & Heckman Library
Live Oak Public Libraries
McGraw-Page Library, Randolph-Macon College
Miner Institute
Minter Ellison
Misericordia University
Nalco Co.
National Art School (Australia)
New England School of Law
New South Wales Department of Commerce (Australia)
New South Wales Department of Lands (Australia)
New York University Medical Center
Orange Beach Public Library
Platteville Public Library
Public Library Services (Australia)
Purdue Pharma L.P.
Queens County Law Library
San Diego Public Library
San Joaquin College of Law
Schwabe Williamson & Wyatt
SCHWARZ BioSciences
Southern Illinois University Edwardsville
State Library of Queensland (Australia)
State Library of Victoria (Australia)
Stockton San Joaquin County Public Library
Tactical Training Group Atlantic
TAFE NSW Library Services (Australia)
The Academic College of Tel-Aviv Yaffo (Israel)
The Pennsylvania State University
The Treasury (Australia)
Thuringowa Library Services (Australia)
U.S. Geological Survey Library
U.S. Navy Submarine School
University of Balamand (Lebanon)
University of Indianapolis
University of Maastricht (Netherlands)
University of Melbourne (Australia)
University of New South Wales (Australia)
University of Texas at Dallas Libraries
University of Wisconsin - La Crosse
Varsity College (South Africa)
William Mitchell College of Law
Wilmette Public Library
Worthington Public Library
List of Tables
Table 1.1: Mean, Median, Minimum and Maximum Annual Spending for Electronic or Electronic/Print Licenses for Directories (in US$) 36
Table 1.2: Mean, Median, Minimum and Maximum Annual Spending for Electronic or Electronic/Print Licenses for Directories (in US$), Broken Out for U.S. and Non-U.S. Libraries 36
Table 1.3: Mean, Median, Minimum and Maximum Annual Spending for Electronic or Electronic/Print Licenses for Directories (in US$), Broken Out by Expenditures for Databases 36
Table 1.4: Mean, Median, Minimum and Maximum Annual Spending for Electronic or Electronic/Print Licenses for Directories (in US$), Broken Out by Type of Library 36
Table 1.5: Mean, Median, Minimum and Maximum Spent Annually for Electronic or Electronic/Print Licenses for Journals (in US$) 37
Table 1.6: Mean, Median, Minimum and Maximum Spent Annually for Electronic or Electronic/Print Licenses for Journals (in US$), Broken Out for U.S and Non-U.S. Libraries 37
Table 1.7: Mean, Median, Minimum and Maximum Spent Annually for Electronic or Electronic/Print Licenses for Journals (in US$), Broken Out by Expenditures for Databases 37
Table 1.8: Mean, Median, Minimum and Maximum Spent Annually for Electronic or Electronic/Print Licenses for Journals (in US$), Broken Out by Type of Library 37
Table 1.9: Mean, Median, Minimum and Maximum Spent Annually for Electronic or Electronic/Print Licenses for E-Books (in US$) 38
Table 1.10: Mean, Median, Minimum and Maximum Spent Annually for Electronic or Electronic/Print Licenses for E-Books, Broken Out for U.S. and Non-U.S. Libraries (in US$) 38
Table 1.11: Mean, Median, Minimum and Maximum Spent Annually for Electronic or Electronic/Print Licenses for E-Books (in US$), Broken Out by Expenditures for Databases 38
Table 1.12: Mean, Median, Minimum and Maximum Spent Annually for Electronic or Electronic/Print Licenses for E-Books (in US$), Broken Out by Type of Library 38
Table 1.13: Mean, Median, Minimum and Maximum Annual Spending for Electronic or Electronic/Print Licenses for Magazines and Newspapers (in US$) 38
Table 1.14: Mean, Median, Minimum and Maximum Annual Spending for Electronic or Electronic/Print Licenses for Magazines and Newspapers (in US$), Broken Out for U.S. and Non-U.S. Libraries 39
Table 1.15: Mean, Median, Minimum and Maximum Spent Annually for Electronic or Electronic/Print Licenses for Magazines and Newspapers, Broken Out by Expenditures for Databases (in US$) 39
Table 1.16: Mean, Median, Minimum and Maximum Annual Spending for Electronic or Electronic/Print Licenses for Magazines and Newspapers (in US$), Broken Out by Type of Library 39
Table 1.17: Mean, Median, Minimum and Maximum Number of Independent Licenses Maintained for Electronic Content or Electronic Content Combined with Print in the year 2000 (or 2000-2001 for Academic Institutions) 39
Table 1.18: Mean, Median, Minimum and Maximum Number of Independent Licenses Maintained for Electronic Content or Electronic Content Combined with Print in the year 2000 (or 2000-2001 for Academic Institutions), Broken Out for U.S. and Non-U.S. Libraries 40
Table 1.19: Mean, Median, Minimum and Maximum Number of Independent Licenses Maintained for Electronic Content or Electronic Content Combined with Print in the year 2000 (or 2000-2001 for Academic Institutions), Broken Out by Expenditures for Databases 40
Table 1.20: Mean, Median, Minimum and Maximum Number of Independent Licenses Maintained for Electronic Content or Electronic Content Combined with Print in the year 2000 (or 2000-2001 for Academic Institutions), Broken Out by Type of Library 40
Table 1.21: Mean, Median, Minimum and Maximum Number of Independent Licenses Maintained for Electronic Content or Electronic Content Combined with Print for 2006 (or 2006-2007 for Academic Institutions) 40
Table 1.22: Mean, Median, Minimum and Maximum Number of Independent Licenses for Electronic Content or Electronic Content Combined with Print for 2006 (or 2006-2007 for Academic Institutions), Broken Out for U.S and Non-U.S Libraries 41
Table 1.23: Mean, Median, Minimum and Maximum Number of Independent Licenses for Electronic Content or Electronic Content Combined with Print for 2006 (or 2006-2007 for Academic Institutions), Broken Out by Expenditures for Databases 41
Table 1.24: Mean, Median, Minimum and Maximum Number of Independent Licenses for Electronic Content or Electronic Content Combined with Print for 2006 (or 2006-2007 for Academic Institutions), Broken Out by Type of Library 41
Table 1.25: Mean, Median, Minimum and Maximum Number of Independent Licenses Maintained for Electronic Content or Electronic Content Combined with Print for 2007 (or 2007-2008 for Academic Institutions) 41
Table 1.26: Mean, Median, Minimum and Maximum Number of Independent Licenses for Electronic Content or Electronic Content Combined with Print for 2007 (or 2007-2008 for Academic Institutions), Broken Out for U.S and Non-U.S. Libraries 42
Table 1.27: Mean, Median, Minimum and Maximum Number of Independent Licenses for Electronic Content or Electronic Content Combined with Print for 2007 (or 2007-2008 for Academic Institutions), Broken Out by Expenditures for Databases 42
Table 1.28: Mean, Median, Minimum and Maximum Number of Independent Licenses for Electronic Content or Electronic Content Combined with Print for 2007 (or 2007-2008 for Academic Institutions), Broken Out by Type of Library 42
Table 2.1: Percentage of Educational Institutions that Grant Alumni Access to Library Databases from Home 43
Table 2.2: Percentage of Educational Institutions that Grant Alumni Access to Library Databases from Home, Broken Out for U.S. and Non-U.S. Libraries 43
Table 2.3: Percentage of Educational Institutions that Grant Alumni Access to Library Databases from Home, Broken Out by Expenditures for Databases 43
Table 2.4: Percentage of Educational Institutions that Grant Alumni Access to Library Databases from Home, Broken Out by Type of Library 43
Table 2.5: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licenses that Require Individual User Passwords or Other Means of Individual Identification 44
Table 2.6: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licenses that Require Individual User Passwords or Other Means of Individual Identification, Broken Out for U.S. and Non-U.S. Libraries 44
Table 2.7: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licenses that Require Individual User Passwords or Other Means of Individual Identification, Broken Out by Expenditures for Databases 44
Table 2.8: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licenses that Require Individual User Passwords or Other Means of Individual Identification, Broken Out by Type of Library 44
Table 2.9: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licenses that Restrict Access to a Specified Number of Simultaneous Users 45
Table 2.10: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licenses that Restrict Access to a Specified Number of Simultaneous Users, Broken Out for U.S. and Non-U.S. Libraries 45
Table 2.11: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licenses that Restrict Access to a Specified Number of Simultaneous Users, Broken Out by Expenditures for Databases 45
Table 2.12: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licenses that Restrict Access to a Specified Number of Simultaneous Users, Broken Out by Type of Library 45
Table 3.1: Mean, Median, Minimum and Maximum Number of Library Database Licensing Consortiums through which the Library has at Least One Active Contract 46
Table 3.2: Mean, Median, Minimum and Maximum Number of Library Database Licensing Consortiums through which the Library has at Least One Active Contract, Broken Out for U.S. and Non-U.S. Libraries 46
Table 3.3: Mean, Median, Minimum and Maximum Number of Library Database Licensing Consortiums through which the Library has at Least One Active Contract, Broken Out by Expenditures for Databases 46
Table 3.4: Mean, Median, Minimum and Maximum Number of Library Database Licensing Consortiums through which the Library has at Least One Active Contract, Broken Out by Type of Library 46
Table 3.5: Mean, Median, Minimum and Maximum Percentage of the Library’s Total Licenses for Electronic Content that are Contracted through Consortiums 47
Table 3.6: Mean, Median, Minimum and Maximum Percentage of the Library’s Total Licenses for Electronic Content that are Contracted through Consortiums, Broken Out for U.S. and Non-U.S. Libraries 47
Table 3.7: Mean, Median, Minimum and Maximum Percentage of the Library’s Total Licenses for Electronic Content that are Contracted through Consortiums, Broken Out by Expenditures for Databases 47
Table 3.8: Mean, Median, Minimum and Maximum Percentage of the Library’s Total Licenses for Electronic Content that are Contracted through Consortiums, Broken Out by Type of Library 47
Table 3.9: Mean, Median, Minimum and Maximum Percentage of All of the Library’s Content Licensing Contracts Accounted for by the Library’s Single Largest Consortium Partner 48
Table 3.10: Mean, Median, Minimum and Maximum Percentage of All of the Library’s Content Licensing Contracts Accounted for by the Library’s Single Largest Consortium Partner, Broken Out for U.S. and Non-U.S. Libraries 48
Table 3.11: Mean, Median, Minimum and Maximum Percentage of All of the Library’s Content Licensing Contracts Accounted for by the Library’s Single Largest Consortium Partner, Broken Out by Expenditures for Databases 48
Table 3.12: Mean, Median, Minimum and Maximum Percentage of All of the Library’s Content Licensing Contracts Accounted for by the Library’s Single Largest Consortium Partner, Broken Out by Type of Library 48
Table 3.13: Trends in the Percentage of Electronic Licensing Contracts Purchased through Consortiums over the Past Two Years 49
Table 3.14: Trends in the Percentage of Electronic Licensing Contracts Purchased through Consortiums over the Past Two Years, Broken Out for U.S. and Non-U.S. Libraries 49
Table 3.15: Trends in the Percentage of Electronic Licensing Contracts Purchased through Consortiums over the Past Two Years, Broken Out by Expenditures for Databases 49
Table 3.16: Trends in the Percentage of Electronic Licensing Contracts Purchased through Consortiums over the Past Two Years, Broken Out by Type of Library 49
Table 3.17: Expected Trends in Electronic Content Licensing Contracts Obtained through Consortium Licensing over the Next Two Years 50
Table 3.18: Expected Trends in Electronic Content Licensing Contracts Obtained through Consortium Licensing over the Next Two Years, Broken Out for U.S. and Non-U.S. Libraries 50
Table 3.19: Expected Trends in Electronic Content Licensing Contracts Obtained through Consortium Licensing over the Next Two Years, Broken Out by Expenditures for Databases 51
Table 3.20: Expected Trends in Electronic Content Licensing Contracts Obtained through Consortium Licensing over the Next Two Years, Broken Out by Type of Library 51
Table 3.21: Attitudes toward Seeking Additional Consortium Partners 52
Table 3.22: Attitudes toward Seeking Additional Consortium Partners, Broken Out for U.S. and Non-U.S. Libraries 52
Table 3.23: Attitudes toward Seeking Additional Consortium Partners, Broken Out by Expenditures for Databases 52
Table 3.24: Attitudes toward Seeking Additional Consortium Partners, Broken Out by Type of Library 52
Table 3.25: Mean, Median, Minimum and Maximum Man Hours Spent in the Past Year on Finding New Consortium or Other Partners to Make Collaborative Purchases 53
Table 3.26: Mean, Median, Minimum and Maximum Man Hours Spent in the Past Year on Finding New Consortium or Other Partners to Make Collaborative Purchases, Broken Out for U.S. and Non-U.S. Libraries 53
Table 3.27: Mean, Median, Minimum and Maximum Man Hours Spent in the Past Year on Finding New Consortium or Other Partners to Make Collaborative Purchases, Broken Out by Expenditures for Databases 53
Table 3.28: Mean, Median, Minimum and Maximum Man Hours Spent in the Past Year on Finding New Consortium or Other Partners to Make Collaborative Purchases, Broken Out by Type of Library 53
Table 3.29: Mean, Median, Minimum and Maximum Total Spending in the Past Year on Dues and Fees to be a Member of Database Licensing Consortiums (in US$) 54
Table 3.30: Mean, Median, Minimum and Maximum Total Spending in the Past Year on Dues and Fees to be a Member of Database Licensing Consortiums (in US$), Broken Out for U.S. and Non-U.S. Libraries 54
Table 3.31: Mean, Median, Minimum and Maximum Total Spending in the Past Year on Dues and Fees to be a Member of Database Licensing Consortiums (in US$), Broken Out by Expenditures for Databases 54
Table 3.32: Mean, Median, Minimum and Maximum Total Spending in the Past Year on Dues and Fees to be a Member of Database Licensing Consortiums (in US$), Broken Out by Type of Library 54
Table 4.1: Library Experiences in Dealing with Database Vendors that Reduce the Contracted Scope of Information Provided During the Life of the Contract 55
Table 4.2: Library Experiences in Dealing with Database Vendors that Reduce the Contracted Scope of Information Provided During the Life of the Contract , Broken Out for U.S. and Non-U.S. Libraries 55
Table 4.3: Library Experiences in Dealing with Database Vendors that Reduce the Contracted Scope of Information Provided During the Life of the Contract , Broken Out by Expenditures for Databases 56
Table 4.4: Library Experiences in Dealing with Database Vendors that Reduce the Contracted Scope of Information Provided During the Life of the Contract , Broken Out by Type of Library 56
Table 4.5: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Electronic and Electronic/Print Combination Journals, in % 56
Table 4.6: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Electronic and Electronic/Print Combination Journals, in %, Broken Out for U.S. and Non-U.S. Libraries 57
Table 4.7: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Electronic and Electronic/Print Combination Journals, in %, Broken Out by Expenditures for Databases 57
Table 4.8: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Electronic and Electronic/Print Combination Journals, in %, Broken Out by Type of Library 57
Table 4.9: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for E-Books, in % 57
Table 4.10: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for E-Books, in %, Broken Out for U.S. and Non-U.S. Libraries 58
Table 4.11: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for E-Books, in %, Broken Out by Expenditures for Databases 58
Table 4.12: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for E-Books, in %, Broken Out by Type of Library 58
Table 4.13: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Indexes and Full Text Newspaper and Magazine Databases, in % 58
Table 4.14: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Indexes and Full Text Newspaper and Magazine Databases, in %, Broken Out for U.S. and Non-U.S. Libraries 59
Table 4.15: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Indexes and Full Text Newspaper and Magazine Databases, in %, Broken Out by Expenditures for Databases 59
Table 4.16: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Indexes and Full Text Newspaper and Magazine Databases, in %, Broken Out by Type of Library 59
Table 4.17: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Directories, in % 59
Table 4.18: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Directories, in %, Broken Out for U.S. and Non-U.S. Libraries 60
Table 4.19: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Directories, in %, Broken Out by Expenditures for Databases 60
Table 4.20: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Directories, in %, Broken Out by Type of Library 60
Table 4.21: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Market Research, in % 60
Table 4.22: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Market Research, in %, Broken Out for U.S. and Non-U.S. Libraries 61
Table 4.23: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Market Research, in %, Broken Out by Expenditures for Databases 61
Table 4.24: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Business and Financial Information (in %) 61
Table 4.25: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Business and Financial Information, in %, Broken Out for U.S. and Non-U.S. Libraries 61
Table 4.26: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Business and Financial Information, in %, Broken Out by Expenditures for Databases 62
Table 4.27: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Business and Financial Information, in %, Broken Out by Type of Library 62
Table 4.28: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Medical and Biochemical Information, in % 62
Table 4.29: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Medical and Biochemical Information, in %, Broken Out for U.S. and Non-U.S. Libraries 62
Table 4.30: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Medical and Biochemical Information, in %, Broken Out by Expenditures for Databases 63
Table 4.31: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Medical and Biochemical Information, in %, Broken Out by Type of Library 63
Table 4.32: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Engineering Information, in % 63
Table 4.33: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Engineering Information, in %, Broken Out for U.S. and Non-U.S. Libraries 63
Table 4.34: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Engineering Information, in %, Broken Out by Expenditures for Databases 64
Table 4.35: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Engineering Information, in %, Broken Out by Type of Library 64
Table 4.36: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Humanities Information, in % 64
Table 4.37: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Humanities Information, in %, Broken Out for U.S. and Non-U.S. Libraries 64
Table 4.38: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Humanities Information, in %, Broken Out by Expenditures for Databases 65
Table 4.39: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Humanities Information, in %, Broken Out by Type of Library 65
Table 4.40: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Social Sciences Information, in % 65
Table 4.41: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Social Sciences Information, in %, Broken Out for U.S. and Non-U.S. Libraries 65
Table 4.42: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Social Sciences Information, in %, Broken Out by Expenditures for Databases 66
Table 4.43: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Social Sciences Information, in %, Broken Out by Type of Library 66
Table 4.44: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Legal Information, in % 66
Table 4.45: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year of Legal Information, in %, Broken Out for U.S. and Non-U.S. Libraries 66
Table 4.46: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year of Legal Information, in %, Broken Out by Expenditures for Databases 67
Table 4.47: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for Legal Information, in %, Broken Out by Type of Library 67
Table 4.48: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for General News Information, in % 67
Table 4.49: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for General News Information, in % Broken Out for U.S. and Non-U.S. Libraries 67
Table 4.50: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for General News Information, in % Broken Out by Expenditures for Databases 68
Table 4.51: Mean, Median, Minimum and Maximum Perceived Price Increase Experienced in the Past Year for General News Information, in % Broken Out by Type of Library 68
Table 5.1: Mean, Median, Minimum and Maximum Hours Spent by Library Staff in the Past Year on Reviewing Contract Terms from Vendors for All Kinds of Licenses for Content 69
Table 5.2: Mean, Median, Minimum and Maximum Hours Spent by Library Staff in the Past Year on Reviewing Contract Terms from Vendors for All Kinds of Licenses for Content, Broken Out for U.S. and Non-U.S. Libraries 69
Table 5.3: Mean, Median, Minimum and Maximum Hours Spent by Library Staff in the Past Year on Reviewing Contract Terms from Vendors for All Kinds of Licenses for Content, Broken Out by Expenditures for Databases 69
Table 5.4: Mean, Median, Minimum and Maximum Hours Spent by Library Staff in the Past Year on Reviewing Contract Terms from Vendors for All Kinds of Licenses for Content, Broken Out by Type of Library 69
Table 5.5: Mean, Median, Minimum and Maximum Hours of Professional Legal Assistance (from Lawyers Within or Outside of the Organization) Required for Contract Review or Disputes Related to Library Databases in the Past Year 70
Table 5.6: Mean, Median, Minimum and Maximum Hours of Professional Legal Assistance (from Lawyers Within or Outside of the Organization) Required for Contract Review or Disputes Related to Library Databases, Broken Out for U.S. and Non-U.S. Libraries 70
Table 5.7: Mean, Median, Minimum and Maximum Hours of Professional Legal Assistance (from Lawyers Within or Outside of the Organization) Required for Contract Review or Disputes Related to Library Databases, Broken Out by Expenditures for Databases 70
Table 5.8: Mean, Median, Minimum and Maximum Hours of Professional Legal Assistance (from Lawyers Within or Outside of the Organization) Required for Contract Review or Disputes Related to Library Databases, Broken Out by Type of Library 70
Table 5.9: Percentage of Libraries that have been Threatened by a Publisher or Information Vendor with Any Form of Legal Action for Contract Abrogation, Non-Payment, or for Any Other Reason 71
Table 5.10: Percentage of Libraries that have been Threatened by a Publisher or Information Vendor with Any Form of Legal Action for Contract Abrogation, Non-Payment, or Any Other Reason, Broken Out for U.S. and Non-U.S. Libraries 71
Table 5.11: Percentage of Libraries that have been Threatened by a Publisher or Information Vendor with Any Form of Legal Action for Contract Abrogation, Non-Payment, or Any Other Reason, Broken Out by Expenditures for Databases 71
Table 5.12: Percentage of Libraries that have been Threatened by a Publisher or Information Vendor with Any Form of Legal Action for Contract Abrogation, Non-Payment, or Any Other Reason, Broken Out by Type of Library 71
Table 5.13: Percentage of Libraries that have Threatened a Publisher or Information Vendor with Legal Action Over Nonperformance, Contract Abrogation, or Any Other Reason Related to Library Databases 71
Table 5.14: Percentage of Libraries that have Threatened a Publisher or Information Vendor with Legal Action Over Nonperformance, Contract Abrogation, or Any Other Reason, Broken Out for U.S. and Non-U.S. Libraries 72
Table 5.15: Percentage of Libraries that have Threatened a Publisher or Information Vendor with Legal Action Over Nonperformance, Contract Abrogation, or Any Other Reason, Broken Out by Expenditures for Databases 72
Table 5.16: Percentage of Libraries that have Threatened a Publisher or Information Vendor with Legal Action Over Nonperformance, Contract Abrogation, or Any Other Reason, Broken Out by Type of Library 72
Table 6.1: Mean, Median, Minimum and Maximum Percentage of Electronic Licensing Contracts that Require that the Financial Terms of the Contract be Kept Secret 73
Table 6.2: Mean, Median, Minimum and Maximum Percentage of Electronic Licensing Contracts that Require that the Financial Terms of the Contract be Kept Secret, Broken Out for U.S. and Non-U.S. Libraries 73
Table 6.3: Mean, Median, Minimum and Maximum Percentage of Electronic Licensing Contracts that Require that the Financial Terms of the Contract be Kept Secret, Broken Out by Expenditures for Databases 73
Table 6.4: Mean, Median, Minimum and Maximum Percentage of Electronic Licensing Contracts that Require that the Financial Terms of the Contract be Kept Secret, Broken Out by Type of Library 73
Table 6.5: Assessment of the Awareness of Librarians of the Library Database Financial Contract Terms of Peer Institutions 74
Table 6.6: Assessment of the Awareness of Librarians of the Library Database Financial Contract Terms of Peer Institutions, Broken Out for U.S. and Non-U.S. Libraries 74
Table 6.7: Assessment of the Awareness of Librarians of the Library Database Financial Contract Terms of Peer Institutions, Broken Out by Expenditures for Databases 74
Table 6.8: Assessment of the Awareness of Librarians of the Library Database Financial Contract Terms of Peer Institutions, Broken Out by Type of Library 74
Table 6.9: Understanding of the Meaning of the Term and Experience in Applying the Term “Fair Use” 75
Table 6.10: Description of Personal Experience in Applying the Term “Fair Use,” Broken Out for U.S. and Non-U.S. Libraries 75
Table 6.11: Description of Personal Experience in Applying the Term “Fair Use,” Broken Out by Expenditures for Databases 75
Table 6.12: Description of Personal Experience in Applying the Term “Fair Use,” Broken Out by Type of Library 76
Table 7.1: Attitudes towards Providing Electronic Materials via Interlibrary Loan 77
Table 7.2: Attitudes towards Providing Electronic Materials via Interlibrary Loan, Broken Out for U.S. and Non-U.S. Libraries 77
Table 7.3: Attitudes towards Providing Electronic Materials via Interlibrary Loan, Broken Out by Expenditures for Databases 78
Table 7.4: Attitudes towards Providing Electronic Materials via Interlibrary Loan, Broken Out by Type of Library 78
Table 7.5: Results Achieved in Negotiating Contract Language Allowing the Provision of Electronic Content Through Interlibrary Loan 79
Table 7.6: Results Achieved in Negotiating Contract Language Allowing the Provision of Electronic Content Through Interlibrary Loan, Broken Out for U.S. and Non-U.S. Libraries 79
Table 7.7: Results Achieved in Negotiating Contract Language Allowing the Provision of Electronic Content Through Interlibrary Loan, Broken Out by Expenditures for Databases 79
Table 7.8: Results Achieved in Negotiating Contract Language Allowing the Provision of Electronic Content Through Interlibrary Loan, Broken Out by Type of Library 80
Table 8.1: Percentage of Libraries that have Received a Rebate or Reduction in Subscription Price from a Publisher as Compensation for Open Access Availability 81
Table 8.2: Percentage of Libraries that have Received a Rebate or Reduction in Subscription Price from a Publisher as Compensation for Open Access Availability, Broken Out for U.S. and Non-U.S. Libraries 81
Table 8.3: Percentage of Libraries that have Received a Rebate or Reduction in Subscription Price from a Publisher as Compensation for Open Access Availability, Broken Out by Expenditures for Databases 81
Table 8.4: Percentage of Libraries that have Received a Rebate or Reduction in Subscription Price from a Publisher as Compensation for Open Access Availability, Broken Out by Type of Library 81
Table 8.5: Percentage of Libraries that have Ever Paid an Article Processing Fee for an Author 81
Table 8.6: Percentage of Libraries that have Ever Paid an Article Processing Fee for an Author, Broken Out for U.S. and Non-U.S. Libraries 82
Table 8.7: Percentage of Libraries that have Ever Paid an Article Processing Fee for an Author, Broken Out by Expenditures for Databases 82
Table 8.8: Percentage of Libraries that have Ever Paid an Article Processing Fee for an Author, Broken Out by Type of Library 82
Table 8.9: Mean, Median, Minimum and Maximum Percentage of Journal Articles Acquired from Other Institutions which Come from the Institutional Repositories of These Institutions or from a Digital Repository Consortium 82
Table 8.10: Mean, Median, Minimum and Maximum Percentage of Journal Articles Acquired from Other Institutions which Come from the Institutional Repositories of Other Institutions or from a Digital Repository Consortium, Broken Out for U.S. and Non-U.S. Libraries 83
Table 8.11: Mean, Median, Minimum and Maximum Percentage of Journal Articles Acquired from Other Institutions which Come from the Institutional Repositories of Other Institutions or from a Digital Repository Consortium, Broken Out by Expenditures for Databases 83
Table 8.12: Mean, Median, Minimum and Maximum Percentage of Journal Articles Acquired from Other Institutions which Come from the Institutional Repositories of Other Institutions or from a Digital Repository Consortium, Broken Out by Type of Library 83
Table 8.13: Expected Trends in Establishing an Institutional Digital Repository 84
Table 8.14: Expected Trends in Establishing an Institutional Digital Repository, Broken Out for U.S. and Non-U.S. Libraries 84
Table 8.15: Expected Trends in Establishing an Institutional Digital Repository, Broken Out by Expenditures for Databases 84
Table 8.16: Expected Trends in Establishing an Institutional Digital Repository, Broken Out by Type of Library 85
Table 9.1: Use of Free Access to Back Issues of Journals Offered for No Fee after an “Embargo” Period 86
Table 9.2: Use of Free Access to Back Issues of Journals Offered for No Fee after an “Embargo” Period, Broken Out for U.S. and Non-U.S. Libraries 86
Table 9.3: Use of Free Access to Back Issues of Journals Offered for No Fee after an “Embargo” Period, Broken Out by Expenditures for Databases 86
Table 9.4: Use of Free Access to Back Issues of Journals Offered for No Fee after an “Embargo” Period, Broken Out by Type of Library 87
Table 9.5: Extent to which Library Patrons Make Use of Google Scholar 87
Table 9.6: Extent to which Library Patrons Make Use of Google Scholar, Broken Out for U.S. and Non-U.S. Libraries 87
Table 9.7: Extent to which Library Patrons Make Use of Google Scholar, Broken Out by Expenditures for Databases 87
Table 9.8: Extent to which Library Patrons Make Use of Google Scholar, Broken Out by Type of Library 88
Table 10.1: Percentage of Libraries in the Sample that have Lost Access to Journal Archives to which they had a Contractual Right to Perpetual Access 89
Table 10.2: Percentage of Libraries in the Sample that have Lost Access to Journal Archives to which they had a Contractual Right to Perpetual Access, Broken Out for U.S. and Non-U.S. Libraries 89
Table 10.3: Percentage of Libraries in the Sample that have Lost Access to Journal Archives to which they had a Contractual Right to Perpetual Access, Broken Out by Expenditures for Databases 89
Table 10.4: Percentage of Libraries in the Sample that have Lost Access to Journal Archives to which they had a Contractual Right to Perpetual Access, Broken Out by Type of Library 89
Table 10.5: Mean, Median, Minimum and Maximum Percentage of the Electronic or Electronic/Print Journal Subscriptions Maintained by the Library that Guarantee Perpetual Access to Archives 90
Table 10.6: Mean, Median, Minimum and Maximum Percentage of the Electronic or Electronic/Print Journal Subscriptions Maintained by the Library that Guarantee Perpetual Access to Archives, Broken Out for U.S. and Non-U.S. Libraries 90
Table 10.7: Mean, Median, Minimum and Maximum Percentage of the Electronic or Electronic/Print Journal Subscriptions Maintained by the Library that Guarantee Perpetual Access to Archives, Broken Out by Expenditures for Databases 90
Table 10.8: Mean, Median, Minimum and Maximum Percentage of the Electronic or Electronic/Print Journal Subscriptions Maintained by the Library that Guarantee Perpetual Access to Archives, Broken Out by Type of Library 90
Table 11.1: Percentage of Libraries in the Sample that Fund Database Subscriptions Through the Library Budget 91
Table 11.2: Percentage of Libraries in the Sample that Fund Database Subscriptions Through the Library Budget, Broken Out for U.S. and Non-U.S. Libraries 91
Table 11.3: Percentage of Libraries in the Sample that Fund Database Subscriptions Through the Library Budget, Broken Out by Expenditures for Databases 91
Table 11.4: Percentage of Libraries in the Sample that Fund Database Subscriptions Through the Library Budget, Broken Out by Type of Library 91
Table 11.5: Percentage of Libraries that Use Grants to Help Pay for Any of the Library’s Databases Licenses 91
Table 11.6: Percentage of Libraries that Use Grants to Help Pay for Any of the Library’s Database Licenses, Broken Out for U.S. and Non-U.S. Libraries 92
Table 11.7: Percentage of Libraries that Use Grants to Help Pay for Any of the Library’s Database Licenses, Broken Out by Expenditures for Databases 92
Table 11.8: Percentage of Libraries that Use Grants to Help Pay for Any of the Library’s Database Licenses, Broken Out by Type of Library 92
Table 11.9: Percentage of Libraries that Use Internal Charge Backs to End Users of the Database to Help Pay for Any of the Library’s Database Licenses 92
Table 11.10: Percentage of Libraries that Use Internal Charge Backs to End Users of the Database to Help Pay for Any of the Library’s Database Licenses, Broken Out for U.S. and Non-U.S. Libraries 92
Table 11.11: Percentage of Libraries that Use Internal Charge Backs to End Users of the Database to Help Pay for Any of the Library’s Database Licenses, Broken Out by Expenditures for Databases 93
Table 11.12: Percentage of Libraries that Use Internal Charge Backs to End Users of the Database to Help Pay for Any of the Library’s Database Licenses, Broken Out by Type of Library 93
Table 11.13: Percentage of Libraries that Use Contributions by Departments Within the Organization that are Heavy Users of a Particular Database to Help Pay for Any of the Library’s Database Licenses 93
Table 11.14: Percentage of Libraries that Use Contributions by Departments Within the Organization that are Heavy Users of a Particular Database to Help Pay for Any of the Library’s Database Licenses, Broken Out for U.S. and Non-U.S. Libraries 93
Table 11.15: Percentage of Libraries that Use Contributions by Departments Within the Organization that are Heavy Users of a Particular Database to Help Pay for Any of the Library’s Database Licenses, Broken Out by Expenditures for Databases 93
Table 11.16: Percentage of Libraries that Use Contributions by Departments Within the Organization that are Heavy Users of a Particular Database to Help Pay for Any of the Library’s Database Licenses, Broken Out by Type of Library 94
Table 11.17: Percentage of Libraries in the Sample with an Endowment or Special Donated Fund Allocated for the Support of Electronic Resources of Any Kind 94
Table 11.18: Percentage of Libraries in the Sample with an Endowment or Special Donated Fund Allocated for the Support of Electronic Resources of Any Kind, Broken Out for U.S. and Non-U.S. Libraries 94
Table 11.19: Percentage of Libraries in the Sample with an Endowment or Special Donated Fund Allocated for the Support of Electronic Resources of Any Kind, Broken Out by Expenditures for Databases 94
Table 11.20: Percentage of Libraries in the Sample with an Endowment or Special Donated Fund Allocated for the Support of Electronic Resources of Any Kind, Broken Out by Type of Library 94
Table 12.1: Trends in Managing Copyright Clearance for Course Reserves 95
Table 12.2: Trends in Managing Copyright Clearance for Course Reserves, Broken Out for U.S. and Non-U.S. Libraries 95
Table 12.3: Trends in Managing Copyright Clearance for Course Reserves, Broken Out by Expenditures for Databases 95
Table 12.4: Trends in Managing Copyright Clearance for Course Reserves, Broken Out by Type of Library 95
Table 12.5: Use of Electronic Content for Course Reserve 96
Table 12.6: Use of Electronic Content for Course Reserve, Broken Out for U.S. and Non-U.S. Libraries 96
Table 12.7: Use of Electronic Content for Course Reserve, Broken Out by Expenditures for Databases 96
Table 12.8: Use of Electronic Content for Course Reserve, Broken Out by Type of Library 97
Table 12.9: Attitudes toward the Elimination of Paper Based Materials in Course Reserve and the Adoption of All Electronic Reserves 97
Table 12.10: Attitudes toward the Elimination of Paper Based Materials in Course Reserve and the Adoption of All Electronic Reserves, Broken Out for U.S. and Non-U.S. Libraries 97
Table 12.11: Attitudes toward the Elimination of Paper Based Materials in Course Reserve and the Adoption of All Electronic Reserves, Broken Out by Expenditures for Databases 97
Table 12.12: Attitudes toward the Elimination of Paper Based Materials in Course Reserve and the Adoption of All Electronic Reserves, Broken Out by Type of Library 98
Table 13.1: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licensing Contracts Subject to Renewal that the Library Expects to Renew 99
Table 13.2: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licensing Contracts Subject to Renewal that the Library Expects to Renew, Broken Out for U.S. and Non-U.S. Libraries 99
Table 13.3: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licensing Contracts Subject to Renewal that the Library Expects to Renew, Broken Out by Expenditures for Databases 99
Table 13.4: Mean, Median, Minimum and Maximum Percentage of the Library’s Content Licensing Contracts Subject to Renewal that the Library Expects to Renew, Broken Out by Type of Library 99
Table 13.5: Mean, Median, Minimum and Maximum Number of Databases the Library Tested on a Free-Trial Basis within the Past Year 100
Table 13.6: Mean, Median, Minimum and Maximum Number of Databases the Library Tested on a Free-Trial Basis within the Past Year, Broken Out for U.S. and Non-U.S. Libraries 100
Table 13.7: Mean, Median, Minimum and Maximum Number of Databases the Library Tested on a Free-Trial Basis within the Past Year, Broken Out by Expenditures for Databases 100
Table 13.8: Mean, Median, Minimum and Maximum Number of Databases the Library Tested on a Free-Trial Basis within the Past Year, Broken Out by Type of Library 100
Table 13.9: Mean, Median, Minimum and Maximum Number of Librarians in the Organization that Spend at Least Ten Percent of Their Work Time Reviewing and Choosing New Electronic Resources 101
Table 13.10: Mean, Median, Minimum and Maximum Number of Librarians in the Organization that Spend at Least Ten Percent of Their Work Time Reviewing and Choosing New Electronic Resources, Broken Out for U.S. and Non-U.S. Libraries 101
Table 13.11: Mean, Median, Minimum and Maximum Number of Librarians in the Organization that Spend at Least Ten Percent of Their Work Time Reviewing and Choosing New Electronic Resources, Broken Out by Expenditures for Databases 101
Table 13.12: Mean, Median, Minimum and Maximum Number of Librarians in the Organization that Spend at Least Ten Percent of Their Work Time Reviewing and Choosing New Electronic Resources, Broken Out by Type of Library 101
Table 13.13: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Highly Reliable 102
Table 13.14: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Highly Reliable, Broken Out for U.S. and Non-U.S. Libraries 102
Table 13.15: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Highly Reliable, Broken Out by Expenditures for Databases 102
Table 13.16: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Highly Reliable, Broken Out by Type of Library 102
Table 13.17: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Generally Reliable 103
Table 13.18: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Generally Reliable, Broken Out for U.S. and Non-U.S. Libraries 103
Table 13.19: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Generally Reliable, Broken Out by Expenditures for Databases 103
Table 13.20: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Generally Reliable, Broken Out by Type of Library 103
Table 13.21: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Problematic 104
Table 13.22: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Problematic, Broken Out for U.S. and Non-U.S. Libraries 104
Table 13.23: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Problematic, Broken Out by Expenditures for Databases 104
Table 13.24: Mean, Median, Minimum and Maximum Percentage of the Sets of Access and Usage Statistics Received from Vendors of Electronic Information that can be Described as Problematic, Broken Out by Type of Library 104
Table 14.1: Mean, Median, Minimum and Maximum Total Staff Hours per Year Spent Dealing with Database Access Interruption Issues 105
Table 14.2: Mean, Median, Minimum and Maximum Total Staff Hours per Year Spent Dealing with Database Access Interruption Issues, Broken Out for U.S. and Non-U.S. Libraries 105
Table 14.3: Mean, Median, Minimum and Maximum Total Staff Hours per Year Spent Dealing with Database Access Interruption Issues, Broken Out by Expenditures for Databases 105
Table 14.4: Mean, Median, Minimum and Maximum Total Staff Hours per Year Spent Dealing with Database Access Interruption Issues, Broken Out by Type of Library 105
Table 14.5: Percentage of Libraries that have Ever Canceled a Content License Because of the Provider’s Inability to Effectively Deal with Service Interruption Issues 106
Table 14.6: Percentage of Libraries that have Ever Canceled a Content License Because of the Provider’s Inability to Effectively Deal with Service Interruption Issues, Broken Out for U.S. and Non-U.S. Libraries 106
Table 14.7: Percentage of Libraries that have Ever Canceled a Content License Because of the Provider’s Inability to Effectively Deal with Service Interruption Issues, Broken Out by Expenditures for Databases 106
Table 14.8: Percentage of Libraries that have Ever Canceled a Content License Because of the Provider’s Inability to Effectively Deal with Service Interruption Issues, Broken Out by Type of Library 106
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