Evidence Summary
A Review of:
Mongeon, P., Siler, K.,
Archambault, A., Sugimoto, C. R., & Larivière, V.
(2021). Collection development in the era of big deals. College &
Research Libraries, 82(2), 219–236. https://doi.org/10.5860/crl.82.2.219
Reviewed by:
Michelle DuBroy
Discipline Librarian, Researcher Services
Griffith University Library
Southport, Queensland, Australia
Email: m.dubroy@griffith.edu.au
Received: 29 Aug. 2021 Accepted: 12 Oct. 2021
2021 DuBroy. This
is an Open Access article distributed under the terms of the Creative Commons‐Attribution‐Noncommercial‐Share Alike License 4.0
International (http://creativecommons.org/licenses/by-nc-sa/4.0/),
which permits unrestricted use, distribution, and reproduction in any medium,
provided the original work is properly attributed, not used for commercial
purposes, and, if transformed, the resulting work is redistributed under the
same or similar license to this one.
DOI: 10.18438/eblip30025
Objective – (1) Present a method of journal appraisal that
combines reference list, article download, and survey data. (2) Gauge journal
usage patterns across selected universities.
Design – Analysis
of reference lists, article downloads, and survey data.
Setting – 28 Canadian universities.
Subjects – 47,012 distinct academic journal titles.
Methods –
Download data for the 2011-2015 period was sourced from standard Journal Report
1 (JR1) usage reports as supplied by the vendors. Download figures were summed
for journals that were available through multiple platforms. Reference list
data (i.e., the number of times documents published in each journal were cited
by authors affiliated with a participating institution) was sourced from
Clarivate Analytics’ Web of Science, limiting for the years 2011-2015. An
unknown number of researchers at 23 of the 28 participating universities were
invited by email to complete a survey. The survey asked respondents to list the
scholarly journals they considered essential for their research and teaching
(up to 10 journals for each purpose).
The
three datasets (download, reference list, and survey data) were then merged.
Duplicates and non-academic journals were removed. Journals were then grouped
into broad discipline areas. A list of “core journals” (p. 228) was created for
each institution. These journals produce 80% of downloads, 80% of citations, or
80% of survey mentions at each institution. A journal only had to reach the
threshold in one category (i.e., in either downloads, citations, or mentions)
to make it onto the core journals list. A “low” (p. 228) survey response rate
meant “one mention [was] generally enough" (p. 228) for a journal to be
classified as core.
Main results – Fewer than 500 titles (n=484, ~1%) made it to
the core journals list at all 28 universities. Two thirds (66%, n unknown)
of journals did not make it onto the core list of any university. Of the
journals deemed to be core, most (60%, n unknown) were shared across all
institutions. On average, platforms from not-for-profit organizations and
scientific societies contain a higher proportion of core journals than
for-profit platforms. Notably, 63.6% of Springer journals, 58.9% of Taylor
& Francis journals, and 45.8% of Elsevier’s journals do not appear on the
core journal list of any university.
Conclusion –
Libraries should consider ways to share resources and work more cooperatively
in their negotiations with publishers. Further, libraries may be able to cancel
entire journal bundles without this having a “sizable” (p. 233) impact on
resource access.
This study adds to the growing body of literature
examining the value of big deals (Shu et al., 2018; Strieb
& Blixrud, 2014). Big deals, or bundled journal
subscriptions with major publishers, are said to be financially unsustainable
due to rising costs and limited budgets (McKenzie, 2018).
The study was reviewed using a critical appraisal tool
(Perryman, 2009). Both strengths and weaknesses were found.
A concise literature review outlines the context and
rationale for the study. And, while the study is quite complex, the authors
have reported their findings logically, making effective use of tables and
figures. Further, the triangulation of reference list, download, and survey
data was innovative and valuable.
The authors have provided their survey questions in
full, allowing future researchers to replicate this work. Regrettably, there is
a lack of clarity around how the researchers retrieved reference list data.
Readers do not know whether the researchers performed an address or
organizations-enhanced search when retrieving the articles.
More importantly, the authors have not disclosed how
many of the journals analyzed were in fact part of a large journal bundle. This
is odd considering the article’s title and bold claims made around the
effectiveness of big deals. Notably, just because a journal is available on a
publisher’s platform does not necessarily mean it was acquired through a big
deal.
The authors’ suggestion that “a complete cancellation
of [an entire] journal bundle would not have sizable effects on access to
relevant resources” (p. 233) is questionable. Libraries need to provide access
to more than a core list of resources based on an arbitrary threshold. The
needs of faculty and students are often diverse. The fact that so many journals
(66%, n unknown) did not make it to the
core list of any institution calls into question the soundness of the 80%
threshold used in the analysis. It does not necessarily mean those journals are
not important to clients or that they do not offer value for money.
This study would be of interest to any library
comprehensively reviewing its journal subscriptions. The triangulation of
download, reference list, and survey data is particularly compelling. The
suggestion that libraries continue to join forces to negotiate better deals
with publishers is also worthwhile.
The study’s usefulness is limited, however, because cost
and value for money were not considered. In practice, libraries cannot ignore
the financial implications of collection decisions. They also cannot ignore the
needs of the diverse communities they serve.
McKenzie, L. (2018, May 8). ‘Big deal’ cancellations
gain momentum. Inside Higher Ed. https://www.insidehighered.com/news/2018/05/08/more-institutions-consider-ending-their-big-deals-publishers
Perryman, C. (2009). Critical Appraisal Tool for
Bibliometric Studies. Retrieved from https://www.dropbox.com/l/scl/AAAL7LUZpLE90FxFnBv5HcnOZ0CtLh6RQrs
Shu, F., Mongeon, P., Haustein, S., Siler, K., Alperin,
J. P., & Larivière, V. (2018). Is it such a big
deal? On the cost of journal use in the digital era. College & Research
Libraries, 79(6), 785–798. https://doi.org/10.5860/crl.79.6.785
Strieb, K. L.,
& Blixrud, J. C. (2014). Unwrapping the bundle:
An examination of research libraries and the “big deal.” portal: Libraries
and the Academy, 14(4), 587–615. https://doi.org/10.1353/pla.2014.0027