the lucky orbit: one subscription agent’s approach to collection management reports

THE LUCKY ORBIT: ONE SUBSCRIPTION AGENT’SAPPROACH TO COLLECTION MANAGEMENT REPORTS

ADRIAN ALEXANDER

Executive Director

Big Twelve Plus Libraries Consortium

Linda Hall Library

Kansas City, MO 64110-2498

E-mail: [email protected]

IAN BEST

Vice President

Subscription Systems

Dawson Information Services Group

Westwood, MA 02090


DAVID FRITSCH

Director

Business Development

The Faxon Company

Westwood, MA 02090


Abstract—Librarians lack in-house tools for analyzing serials collections and have,for many years, relied on their subscription agents to provide collection-level data forthis function. The Faxon Company has recently developed new reports that enhancelibraries’ capabilities to determine serials collection strengths and weaknesses bysubject, country of origin, language of publication, and other data elements. Agentshave offered collection management reports for some time; however, advances incomputer data storage and processing have allowed Faxon to derive information aboutthe universe of serials titles for comparison against individual library collections. Thisnew capability gives librarians new and better tools for coping with the challenges ofmanaging serials. © 1999 Elsevier Science Ltd

Keywords—Serials, Reports, Collection, Management, Faxon

Pergamon

Library Collections, Acquisitions, & Technical Services, Vol. 23, No. 2, pp. 287–314, 1999Copyright © 1999 Elsevier Science LtdPrinted in the USA. All rights reserved

1464-9055/99 $–see front matter

PII: S1464-9055(99)00038-X

287

BACKGROUND

Subscription agents have something no one else in the library community has: large, accurate,and current databases of information on the universe of serials titles, especially information onprice and publication status. An agent’s title file is the keystone of the enterprise; no agent cansurvive for long without making substantial annual investments in it. A typical agent’s title file hasdata on well over 200,000 bibliographic units, and thanks to the serials crisis, many of these mustbe updated each year as prices increase. Oddly enough, even as serials have consumed a larger andlarger portion of a typical library’s budget, there has not been concomitant development of toolsfor analyzing these collections in the systems that libraries buy and use. This has been left up tothe subscription agents to provide, and all of the few remaining agents (there are about ahalf-dozen) provide extensive reporting capabilities for their clients.

When one of the authors (Fritsch) first went to work for Faxon in 1975, the company hadrecently introduced a series of reports (infamously labeled “History 57” reports, for reasons nolonger discoverable) [1] by which a library could have its Faxon list sorted by price, Library ofCongress Class Code, Indexing and Abstracting Service, Language, Country of Origin, andPublisher. Shortly thereafter, the company introduced a second report series called SCOPE (SubjectClassification of Periodicals). The name was easy to remember, but slightly misleading because itsmain feature was to combine the sorting capabilities of the History reports with a linear study ofprice changes for the current year and two previous ones. There were many collection developmentlibrarians who greeted this service the way the Orle´anais greeted Joan of Arc, and this type of reporthas proven consistently popular and useful. Over the years, Faxon and its competitors refined andexpanded their report programs, but, at least in Faxon’s case, the reports were always restricted toa particular library’s list of titles that were placed with Faxon.

This has not been a completely satisfactory situation. No library can order all of its titles throughan agent, thanks to publisher requirements for “ordering direct,” a phrase as frustrating business-wise as it is grammatically. Further, many libraries still practice “country of origin” vendorselection, globalization of the publishing business notwithstanding. Not least, some academiclibraries, especially, have split their lists among multiple vendors to reduce their financial exposurewith any single agent. All of this has vitiated the usefulness of agents’ reports over the years.Recently, however, this situation changed radically. A case study will serve to illustrate how thishappened.

CASE STUDY: OHIO UNIVERSITY

The management team at Ohio University (OU) Libraries (Athens, OH) uses a locally developedformula to allocate expenditures [2]. In the 1980s and early 1990s, as OU’s subscription agent,Faxon periodically produced two reports for OU Libraries: one sorting its Faxon list by thetwo-character alpha LCCC, one sorting the entire Faxon title file in the same way. The idea wasto be able to compare OU’s current subscriptions in a given classification with the universe ofserials in terms of number of titles and average price per title. For example, the first report mightshow that OU was buying 24 titles at an average price of $250 in some classification. The secondreport might show that, in this same classification, the Faxon title file listed 862 titles at an averagelist price of $650. Obviously, the managers at OU Libraries could then relate this information toOU’s curriculum to determine whether the current serials list and expenditure was appropriate tocurriculum needs.

The problem was that Faxon, because of its then current system architecture and file structure

288 A. ALEXANDER ET AL.

(IBM CICS was the operating system at the time), created a record for each rate for each title inthe database.Newsweekat one time had 31 different rates, and therefore 31 individual records;subscribers who were members of the United States Armed Forces, for example, got a different ratethan did libraries. So the second printout was enormous, and OU staff had to spend many hourssorting through the printed records; selecting the one with the appropriate rate; determining itsLCCC; collating it with other records for titles in the same LCCC, totaling the number of titles andaveraging the price per title in each classification; and comparing these numbers to the local list.

In 1997, the year that this report was most recently produced, much of the aggravation listedabove had been eliminated, thanks to two developments. The first was the implementation in 1996of Faxon’s new business system, which included a radically redesigned record structure for titleinformation that brought all of the information for a given title into the same record. The secondwas the installation, on the front end of the business system, of a powerful report writer, whichenabled the extraction and manipulation of data elements drawn from the entire title file.

At the same time, discussions with Kent Mulliner, Coordinator for Collection Development atOU Libraries, revealed that the best possible report would be based, not on the two-characterLCCC, but on the North American Title Count Ranges. Faxon did several things as a result:

● Loaded as many call numbers as possible from its MARC-S file into the title file● Obtained a list of the NATC ranges● Used the report writer to extract data for OU’s account and for the database as a whole● Formatted the data into the report numbered 5a in the report samples (see Report Descrip-

tions)

Once this process was complete, in fall 1997 Faxon ran the first of this kind of report for OU.The report successfully eliminated the entire data collection and sifting operation, which hadconsumed many hours in previous years. As Kent Mulliner stated, “An important element in theformula is the cost of the entire canon of knowledge in the world (allocated to disciplines byLCCN) in a given year. Faxon’s report was a vital element in determining the average cost ofjournal subscriptions in a specific call number range. . . . In ourcase, the analysis of our purchasesvs. the canon was an important tool in looking at subscriptions . . . but the primary use was to coverthe universe of knowledge” (Mulliner, Kent, 1998, personal communication).

IMPACT OF THE NEW BUSINESS SYSTEM

This case study illustrates the three primary improvements in the new reports over the reportsproduced by the old system:

● The new system can extract data from the entire Faxon catalog quickly and easily. Previousreports were linked to the client’s file (the “History” file), not to the title file, which madeextracting information on the universe of serials difficult or impossible.

● The of the front-end report writer has the ability to format the data in new ways, easily andwithout Faxon having to write code for each new kind of report we wished to generate. Faxontrained a few key people in Client Services to set up and run the reports. Ordinarily, nointervention from our technical staff is needed. One of the authors (Best) evaluated andinstalled the report writer in 1997. In October 1998, Faxon ran 80 FELIX reports, a typicalmonthly number.

● The reports can be output in ASCII comma-delimited form, saving Faxon the cost of the paper

289Subscription Agent’s Approach to Collection Management Reports

and saving clients the trouble of dealing with large, cumbersome printouts. Sometimes, clientsmerge the data received from Faxon with that received from other agents, and/or generatedinternally on their order direct titles, to create an in-house database more flexible andpowerful than that offered by the library’s integrated library system.

SAMPLE REPORTS AND REPORT DESCRIPTIONS

There are now 25 types of reports in the FELIX series (not including SCOPE Reports). Thereare too many options as to what data elements to include and how to sort the reports to do justiceto all of them here, except for a few representative samples:

Report 1: Inflation Projection ReportThis report sorts a library’s subscription list into the same categories as Faxon’sSubscription

Price Projections, which are issued in February, April, and June of each year (Table 1). The reportthen applies the projected differential inflation rates to each set of titles and gives the client anapproximation of what the total projected amount for the titles on the library’s Faxon account willbe by the end of the coming subscription year. For example, Faxon’s1998 Preliminary Subscrip-tion Price Projectionsstated that serials inflation rates would vary by geographical area: NorthAmerica, continental Europe, U.K., and other.

Clients like this report because it saves them many hours of work in creating projections for theirmanagers and campus (if academic) administrators. They can use it as a cost justification tool forincreased funding or as a way to head off funding shortfalls created by high inflation. The reportwas inspired by the first agency inflation projection for serials overall, which was created by JoelBaron, Faxon’s then Vice-President of Publishers Services, and published at the ALA Midwintermeeting in 1991. Since that time, most major agents have adopted the practice of forecasting andreporting serials inflation.

Report 2: Abstract and Index Reports

Report 2a: By title.This report sorts a client’s list alphabetically by title and indicates by whichservices the title is indexed and abstracted. Clients usually use this report when performing some

TABLE 1Report 1: Inflation Projection Report

Client Name: Sample

Inflation RegionOrderCount

TotalQuantity

Curr YrAmt

InflationRate (%)

InflationAmt

Curr Yr Amt 1Inflation

Continental Europe 17 17 $ 7,058.68 11.50 $ 811.75 $ 7,870.43North America 3119 3123 $ 858,193.18 10.50 $ 90,110.28 $ 948,303.46Other 318 318 $ 64,486.05 9.00 $ 5,803.74 $ 70,289.79U.K. 498 499 $ 217,013.12 11.00 $ 23,871.44 $ 240,884.56Total 3952 3957 $1,146,751.03 $120,597.22 $1,267,348.25


form of title evaluation. For example, the collection manager may wish to verify that the libraryowns the indexing source to a title (e.g.,Reader’s Guide to Periodical Literature, ChemicalAbstracts). If the library owns the index, the collection manager is less likely to cancel the titleduring a deselection project. Unindexed titles are often prime candidates for deselection (Table 2).

TABLE 2Report 2a: Abstract and Index Report by Title

Client Name: Sample

Title Sub ID Order PeriodTotal Amt

w/o Svc ChgAI

Code Abstract and Indexing Name

ASME transactions 14journals: (JA JB JC JEJF JG JH JI JJ JK JLJM JN JR). Member-ship title

350822 01-Jan-1999 to31-Dec-1999

$ 0.00 EN Comendex Plus

ME Mechanical Engineering AbstractsATQ: American Tran-

scendental Quarterly350824 01-Jan-1999 to

31-Dec-1999$ 25.00 HU Humanities Index

Abitare 350830 01-Jan-1999 to31-Dec-1999

$ 115.00 AI Art Index

Academe: The Bulletin ofthe AAUP

350834 01-Jan-1999 to31-Dec-1999

$ 56.00 PA PAIS

SS Social Sciences Citation IndexED Education IndexJE Current Index to Journals in Edu-

cationAcademy of Management

Journal355447 01-Jan-1999 to

31-Dec-1999$ 95.00 BP Business Periodicals

HL Hospital & Health AdministrationIndex

PS Psychological AbstractsSS Social Sciences Citation Index

Academy of Political Sci-ence Subscribing mem-bership

350836 01-Jan-1999 to31-Dec-1999

$ 159.00 PA PAIS

Academy of Rehabilita-tive Audiology Journal

350837 01-Jan-1999 to31-Dec-1999

$ 20.00 PS Psychological Abstracts

Acoustical Society ofAmerica Journal

350842 01-Jan-1999 to31-Dec-1999

$1,020.00 MR Mathematical Reviews

BA Biological AbstractsAM Applied Mechanics ReviewsME Mechanical Engineering AbstractsEN Comendex PlusIM Index MedicusST Applied Science & Technology

IndexCA Chemical AbstractsSC Science Citation Index


Report 2b: By index.This report lists all the titles indexed in an indexing/abstracting service,alphabetically by title within service, for all 401 indexing and abstracting services for which codeshave been inserted into title records in the Faxon Catalog. For each title, the report also showswhether or not the library subscribes to the title and its price and publisher. This report is one waya collection manager can measure the library’s coverage in a particular subject area (Table 3).

TABLE 3Report 2b: Abstract and Index Report by Index

Client Name: Sample

Abstract and Indexing NameAI

Code Title Sub ID Order PeriodTotal Amt

w/o Svc Chg

Applied Mechanics Reviews AM AIAA Journal 350808 01-Jan-1999 to31-Dec-1999

$ 710.00

ASHRAE Journal 350818 01-Jul-1999 to30-Jun-2000

$ 59.00

Acoustical Society of AmericaJournal

350842 01-Jan-1999 to31-Dec-1999

$1,020.00

Acta Applicandae Mathematicae 350844 01-Jan-1999 to31-Dec-1999

$1,322.50

Acta Astronautica 350845 01-Jan-1999 to31-Dec-1999

$2,285.00

Acta Mechanica 350850 01-Jan-1999 to31-Dec-1999

$2,547.00

Advances in Applied Mechanics(regular edition)

350867 Last part recvd:v. 33 1996

$ 262.06

Advances in Heat Transfer(regular edition)

350896 V.27 Radiative HeatTransfer b

$ 405.79

American Helicopter SocietyJournal

351059 01-Jan-1999 to31-Dec-1999

$ 60.00

Annual Review of FluidMechanics

351235 01-Jan-1999 to31-Dec-1999

$ 123.00

9927794 01-Jan-1999 to31-Dec-1999

$ 123.00

Applied MathematicalModelling

351284 01-Jan-1999 to31-Dec-1999

$ 954.00

Applied Mathematics andComputation

351285 01-Jan-1999 to31-Dec-1999

$2,115.00

Applied Mathematics andMechanics (Hong Kong)(English edition)

351286 01-Jan-1999 to31-Dec-1999

$ 641.43

Applied Numerical Mathematics 351289 01-Jan-1999 to31-Dec-1999

$1,193.00

Applied Solar Energy (Englishtranslation)

351296 01-Jan-1999 to31-Dec-1999

$1,150.00

Archive for Rational Mechanicsand Analysis

351315 01-Jan-1999 to31-Dec-1999

$2,166.00

Archive of Applied Mechanics 351316 01-Jan-1999 to31-Dec-1999

$ 908.00


Report 3: Country of Origin Reports

Report 3a: Client titles.This report sorts a client’s titles alphabetically within the country of origingroup. Collection managers can use this report to analyze their library’s coverage by country orgeographical region (Table 4).

Report 3b: Titles available.This report shows the universe of titles available through Faxon fromany or all countries. Collection managers can use this report to compare their title selections froma given country or region to the Faxon Catalog’s listings. Collection managers can thus measurethe breadth of their coverage and the financial exposure of such coverage. Titles published in theUnited States are excluded (Table 5).

Report 4: Library of Congress Class Code Reports

Report 4a: Client titles.This report breaks out a client’s list of titles by the two-character Libraryof Congress Class Code, then sorts each group into alphabetical order and calculates the numberof subscriptions and orders and total expenditures within each LCCC. This report gives thecollection manager (especially one whose library uses LC classification for its serials) a completeprofile of the collection (Table 5).

Report 4b: Client titles compared to Faxon catalog.This report provides the same breakdown asReport 4a (Table 6), but also shows how many titles there are, according to the Faxon Catalog,within each LCCC. The report also totals the cost of one copy of each title within each LCCC.Collection managers seeking support for acquisitions funding and allocations can use this report toindicate weak or under-supported areas of the collection and to develop allocations by subject ona fair and objective basis (Table 7).

Reports 4c and d: Client titles and Faxon catalog by call number.These reports are exactly thesame as 4a and b, except that they use the entire Call number from the MARC record rather thanthe two-character LCCC (Tables 8 and 9).

Reports 5a and b: North American Title Count ReportThis report is similar to 4b and d, except that it uses the North American Title Count (NATC)

categories as the grouping mechanism for titles. The NATC is a collection development project,which started some years ago, for large research libraries. It is used as a collection developmenttool in the research library community; within CIC (the Committee for Institutional Cooperation),for example. The NATC methodology groups LC call numbers into ranges or categories. Forexample, the call numbers AM1 through AM9999 are grouped into a range called “MuseumCollectors and Collecting.” The NATC was originally developed for measuring the strength ofbook collections. By counting the number of titles in each category, and sharing this informationwith peer institutions, research libraries had a measure of which libraries had the strongest (or


weakest) collections in a given subject or range of subjects. Faxon now makes this methodologyavailable for serials. Libraries using the NATC for evaluating book collections can, for the firsttime, use the same technique for evaluating serials (Tables 10 and 11).

TABLE 4Report 3a: Client Titles by Country of Origin

Client Name: Sample Client

Country of Origin Title ISSN Sub ID Order Period Expenditure

Argentina Integracion & Comercio5Integration and Trade

10260463 2554116412211

01-Feb-1997 to31-Jan-1998

1997

$ 0.00$ 0.00

Nacion-(Buenos Aires)International Air Edition

00277509 256792 01-Jul-1998 to30-Jun-1999

$ 73.00

Australia ACHPER Healthy LifestylesJournal

13210394 253179 01-Jan-1998 to31-Dec-1998

$ 39.28

Abacus; A Journal of Accountingand Business Studies

00013072 253191 01-Jan-1998 to31-Dec-1998

$136.00

Altro Polo 07270046 253333 1996 edition $ 28.77Apeiron (Edmonton) 00036390 253605 01-Jan-1998 to

31-Dec-1998$ 92.00

Art & Text 07271182 6412232 01-Jan-1998 to31-Dec-1998

$ 35.00

Asian-Pacific EconomicLiterature

08189935 253716 01-Jan-1998 to31-Dec-1998

$ 90.00

Australasian Drama Studies 08104123 2322521 01-Jan-1998 to31-Dec-1998

$ 38.96

Australasian Journal ofPhilosophy

00048402 253751 01-Jan-1998 to31-Dec-1998

$ 66.00

Australian Mathematical SocietyBulletin

00049727 253775 01-Jan-1998 to31-Dec-1998

$240.00

Australian and New ZealandJournal of Criminology

00048658 253762 v.29 1996 $217.80

Australian and New ZealandJournal of Sociology

00048690 253764 01-Jan-1998 to31-Dec-1998

$ 74.02

Australian Historical Studies 1031461X 253765 01-Jan-1998 to31-Dec-1998

$ 60.00

Australian Journal of FrenchStudies

00049468 253769 01-Jan-1998 to31-Dec-1998

$ 38.96

Australian Journal of Botany 00671924 253766 01-Jan-1998 to31-Dec-1998

$320.00

Australian Journal ofCommunication

08116202 253767 01-Mar-1998 to28-Feb-1999

$ 71.21

Australian Journal of Education 00049441 253768 01-Jan-1998 to31-Dec-1998

$ 70.12

Australian Journal ofPhysiotherapy

00049514 253771 01-Jan-1998 to31-Dec-1998

$ 85.70

Australian Journal of PlantPhysiology

03107841 253772 01-Jan-1998 to31-Dec-1998

$475.00

Australian Journal of Psychology 00049530 253773 01-Jan-1998 to31-Dec-1998

$ 62.33

Australian Journal of Science andMedicine in Sport

08136289 253774 01-Jul-1998 to30-Jun-1999

$ 30.08


Report 6: Client Titles Ordered from Specific Suppliers or Publishers

Report 6a: Specific suppliers.This report lists titles alphabetically within supplier (basically, thesame as publisher, except for fulfillment agents, such as Fulfillment Corporation of America andother distributors). Collection managers can use the report to measure their financial exposure tospecific publishers, or to determine which titles they buy, to evaluate eligibility for a consortium,for example (Table 12).

TABLE 5Report 3b: Titles Available by Country of Origin

Country of Origin: Italy

Title ISSN Medium Language Orders

1000 Jacquards None specified Undetermined 018 Karat Gold & Fashions Print Undetermined 018 Karati Export Print Undetermined 0A & C International Print English 0A T A-(Associazione Tecnica

dell’Automobile)None Specified Undetermined 0

A U: Rivista dello Arredo Urbano Print Italian 2Abitare 00013218 Print Italian 39Accademia Nazionale dei Lincei. Monu-

menti Antichi Serie Miscellanea03918084 Print Italian 1

Accademia Medica Lombarda Atti 00014427 None Specified Italian 2Accademia Nazionale dei Lincei. Classe

di Scienze Morali, Storiche E Filo-logiche Rendiconti

None Specified Undetermined 0

Accademia Toscana di Scienze E Lettere“La Colombaria” Atti E Memorie

03920836 None Specified Italian 0

Accessori Collezioni Print Italian 0Achademia Leonardi Vinci 03948501 None Specified English 0Acme; Annali della Facolta di Lettere E

Filosofia0001494X None Specified Italian 0

Acta Anaesthesiologica Italica With Sup-plements

03744965 None Specified English 0

Acta Chirurgica Italica 00015466 None Specified Italian 0Acta Geneticae Medicae et Gemellolo-

giae00015660 Print English 6

Acta Medica Auxologica 00016004 None Specified Multiple Languages 2Acta Medica Romana 00016098 None Specified Italian 0Acta Medica Veterinaria 00016136 None Specified Italian 4Acta Neurologica-(Italy) 00016276 None Specified English 0Acta Oncologica 03937542 Print Italian 1Acta Ordinis Fratrum Minorum 00016411 None Specified Latin 2Acta Paediatrica Latina 03655504 None Specified Italian 0Advances in Horticultural Science

(Dipartimento di Ortoflorofrutticoltura)03946169 Print English 1

Aegyptus 00019046 Print Italian 5Aerobiologia 03935965 Print English 0Aerotecnica, Missili E Spazio 03657442 None Specified Italian 1Aevum 00019593 None Specified Italian 8


Report 6b: Specific publishers.This report can be requested to list only the titles ordered from aspecific publisher rather than the entire list of publishers pertaining to a particular library’ssubscription list (Table 13).

Report 7: Client Titles in Electronic Format

Report 7a: By title.This report compares a client’s list of print titles to Faxon’s database of journalsthat are available in electronic format. For the electronic format journals, buying/licensing termsare also shown (e.g., available through IDEAL site license) (Table 14).

Report 7b: By supplier.This report lists a client’s titles in electronic format by supplier.

Report 8. Free, Full Text E-JournalsThis report lists those titles that are in print, and whose publishers allow access to the electronic

version of the title at no charge, that are subscribed to by a given client (Table 15).

TABLE 6Report 4a: Client Titles by Library of Congress Class Code


LCC LC Code Description Orders Copies Total Price

253 254 $44,095.43AC Collections, Series, Collected Works 1 1 $ 78.00AE Encyclopedias (General) 3 3 $ 1,254.93AG Dictionaries and Other General Reference Works 3 3 $ 195.32AI Indexes (General) 1 1 $ 212.50AM Museums: Collectors and Collecting 2 2 $ 61.33AN Newspapers 60 60 $16,797.70AP Periodicals 125 129 $ 8,310.07AS Academies and Learned Societies (General) 39 39 $ 2,862.00B Philosophy (General) 51 51 $ 6,882.20BC Logic 3 3 $ 899.50BD Speculative Philosophy 2 2 $ 204.00BF Psychology, Parapsychology, Occult Sciences 114 115 $25,309.25BH Aesthetics 1 1 $ 133.00BJ Ethics, Social Usages, Etiquette 2 2 $ 228.00BL Religion 17 17 $ 1,217.71BM Judaism 1 1 $ 35.00BP Islam, Bahaism, Theosophy 2 2 $ 148.00BQ Buddhism 1 1 $ 24.00BR Christianity 13 13 $ 698.45BS The Bible 3 3 $ 79.00BV Practical Theology 3 3 $ 150.00BX Christian Denominations 9 9 $ 366.61


Report 9: Titles by Language

Report 9a: Client titles.This report lists a client’s titles alphabetically within language ofpublication (Table 16).

Report 9b: Available from the Faxon catalog.This report shows all the titles in the Faxon Catalogpublished in a given language. English is excluded (Table 17 ).

Report 10: Memberships and Combinations Reports

Report 10a: Titles within memberships.For the list of titles ordered by a particular Faxon client,this report shows which daughter titles (inclusions) come along with each membership or combi-nation subscription (Table 18 ).

TABLE 7Report 4b: Client Titles by LCC Comapred to Faxon Catalog

Client Name: Sample

LC Code LC Code Description Titles Price Ordered Titles Expenditure

46611 $13,039,654.52 401 $150,285.55AC Collections, Series, Collected Works 2 $ 113.00 0AE Encyclopedias (General) 1 $ 44.05 0AG Dictionaries and Other General Reference Works 3 $ 215.48 1 $ 130.00AI Indexes (General) 27 $ 28,679.03 1 $ 217.50AM Museums Collectors and Collecting 16 $ 1,317.48 0AN Newspapers 155 $ 58,408.35 9 $ 3,200.22AP Periodicals 404 $ 35,392.47 94 $ 4,895.33AS Academies and Learned Societies (General) 125 $ 14,303.72 30 $ 1,734.80AY Yearbooks, Almanacs, Directories 1 $ 70.00 0AZ History of Scholarship and Learning, The Humanities 1 $ 30.00 0B Philosophy (General) 149 $ 15,385.73 39 $ 3,923.88BC Logic 6 $ 1,336.50 2 $ 368.00BD Speculative Philosophy 7 $ 799.50 0BF Psychology, Parapsychology, Occult Sciences 252 $ 82,379.08 90 $ 21,760.00BH Aesthetics 4 $ 267.59 0BJ Ethics, Social Usages, Etiquette 10 $ 777.69 2 $ 119.00BL Religion 64 $ 4,199.56 20 $ 1,293.50BM Judaism 25 $ 985.75 4 $ 139.00BP Islam, Bahaism, Theosophy 24 $ 937.40 4 $ 329.00BQ Buddhism 9 $ 320.82 0BR Christianity 125 $ 5,905.07 13 $ 1,022.45BS The Bible 40 $ 2,451.00 4 $ 158.00BT Doctrinal Theology 11 $ 394.95 0BV Practical Theology 85 $ 2,553.27 3 $ 130.00BX Christian Denominations 237 $ 8,120.98 5 $ 170.00CB History of Civilization 28 $ 1,840.96 6 $ 354.79CC Archaeology 36 $ 4,848.42 5 $ 582.00


Report 10b: Inclusion titles report (alphabetical list of inclusions).This report is especially usefulto check-in staff, who without it, often cannot determine to what membership an incoming issuebelongs because many libraries do not have ILS check-in records for each part of a membership orcombination (Table 19).

Report 10c: Alpha list of all titles (inclusions title report).This report lists all the inclusions thata client library subscribes to through Faxon and shows what it would cost to purchase additionaltitles (Tables 20 and 21).

Report 11: Client Titles by PublisherThis is the same as 6a (Table 12), the only difference being that this report shows actual

publishers, not suppliers, when (as in the case of titles ordered from fulfillment houses) there is adistinction (Table 22).

Report 12a and b: Brandon/Hill Titles for Small Medical LibrariesThe Brandon/Hill lists are published by Medical Library Association as selection guides to

librarians of hospital and clinic and for libraries with Allied Health collections (Table 23 and Table24).

TABLE 8Report 4c: Client Titles by Call Number


LCC LC Code Description LC Full Code Orders Copies Total Price

251 252 $44,095.43HC121 2 2 $ 0.00AC5 1 1 $ 78.00

AC Collections, Series, Collected Works 2 2 $ 1,215.00AE Encyclopedias (General) AE25 1 1 $ 39.93

1 1 $ 35.37AG Dictionaries and Other General Reference Works AG243 1 1 $ 29.95

AG305 1 1 $ 130.00AI3 1 1 $ 212.50

AI Indexes (General) 1 1 $ 45.00AM Museums: Collectors and Collecting AM201 1 1 $ 16.33

60 60 $16,797.70AN Newspapers 11 11 $ 689.07AP Periodicals AP1 1 1 $ 0.00

AP2 66 70 $ 2,491.01AP20 13 13 $ 1,772.02AP27 1 1 $ 228.07AP30 5 5 $ 361.66AP37 4 4 $ 415.04AP4 9 9 $ 1,182.50AP60 1 1 $ 102.00AP62 1 1 $ 30.00AP63 7 7 $ 508.75


SCOPE REPORTS

SCOPE reports are requested in so many different ways, with different data elements, and amultitude of sort options that Faxon representatives are trained not to try to explain all the differentoptions, but to ask the client to define the report, and let Faxon figure out how to do it. SCOPEreports can be sorted by LCCC/Call number, country of origin, language, currency, fund local orother client data, ship to address, publisher, format (electronic, print, etc.), title and North AmericanTitle Count range. Two samples are provided:Price History Sorted by Title within Currency(Table25). andPrice History Sorted by Price within Fund(Table 26).

TABLE 9Report 4d: Client Titles by Call Number Compared to Faxon Catalog

Client Name: Sample

LCC LC Code DescriptionLC Full

Code Titles PriceOrderedTitles Expenditure

46602 $13,038,665.07 399 $150,057.55AC Collections, Series, Collected Works AC40 1 $ 35.00 0

AC5 1 $ 78.00 0AE Encyclopedias (General) 1 $ 44.05 0AG Dictionaries and Other General

Reference WorksAG250 1 $ 80.48 0

AG305 1 $ 130.00 1 $ 130.00AG600 1 $ 5.00 0

AI Indexes (General) AI13 1 $ 882.47 0AI15 5 $ 1,807.00 0AI21 4 $ 1,115.00 0AI3 14 $ 24,324.40 1 $ 217.50AI7 3 $ 550.16 0

AM Museums: Collectors and Collecting 1 $ 40.00 0AM1 7 $ 666.28 0AM101 3 $ 56.94 0AM121 1 $ 348.00 0AM201 2 $ 47.97 0AM221 1 $ 128.00 0AM48 1 $ 30.29 0

AN Newspapers 154 $ 58,221.35 9 $ 3,200.22AN54 1 $ 187.00 0

AP Periodicals 21 $ 1,179.27 4 $ 150.59AP1 2 $ 1,656.00 0AP15 7 $ 774.57 0AP18 1 $ 11.84 0AP2 138 $ 6,204.73 75 $ 2,887.61AP20 28 $ 3,614.34 0AP201 10 $ 217.98 0


FUTURE ENHANCEMENTS

Faxon and its competitors have continually enriched their serials title files over the years ascompetition to add value in the industry has become increasingly intense. There is no doubt thatthis process will continue. This fact is most strongly illustrated in the effort by all agents to copewith the advent of web-based serials content. To handle e-journals properly, Faxon and itssubscription agency brethren must collect more extensive data on titles than ever before; URLs andlicensing terms are just two examples. Agents, to maintain their position between providers andpurchasers of serials content, must continue to find new ways to add value to their service offerings.One way in which this will happen is to begin adding descriptive content (a form of meta-data, inthe current jargon), to the database. In addition, there are bibliographic elements that could beadded, such as circulation figures, peer review indicators, and rights and permission information.In light of the recent decisions on copyright, this last may become the most important element ofall.

TABLE 10Report 5a: North American Title Count Summary

Client Name: Sample

Call No. Range NATC Category Titles Price Ordered Titles Expenditure

QC170–QC220 Constitution and Properties of Matter 55 $110,031.10 2 $ 1,522.00QC221–QC246 Sound 12 $ 9,370.62 0QC251–QC338 Heat 21 $ 24,578.60 0QC350–QC496 Light, Optics, Radiation (General) 43 $ 42,081.92 1 $ 50.00QC501–QC798 Electricity, Magnetism, Nuclear Physics 98 $123,219.96 0QC801–QC849 Geophysics, Geomagnetism 32 $ 28,863.01 0QC81–QC119 Weights and Measures 4 $ 647.13 0QC851–QC999 Meteorology, Climatology 112 $ 22,683.09 0QD1–QD69 Chemistry (General) 144 $122,212.99 2 $ 3,410.00QD146–QD199 Inorganic Chemistry 12 $ 16,054.47 0QD241–QD449 Organic Chemistry 68 $112,844.36 13 $24,750.00QD450–QD731 Physical and Theoretical Chemistry 72 $138,408.46 2 $ 7,986.00QD71–QD145 Analytical Chemistry 55 $ 57,591.46 4 $ 2,267.00QD901–QD999 Crystallography 16 $ 21,957.26 0QE1–QE64 Geology (General) 88 $ 35,825.94 0QE351–QE625 Mineralogy, Petrology, Structural Geology 69 $ 39,221.54 0QE640–QE996 Stratigraphy, Paleontology 30 $ 11,260.25 0QE65–QE350 Regional Geology 26 $ 3,664.17 0QH1–QH199 Natural History (General) 97 $ 43,638.82 0QH201–QH278 Microscopy 13 $ 6,027.84 0QH301–QH705 Biology (General) 313 $285,640.49 0QK1–QK474 Botany (General) 79 $ 25,591.88 0QK475–QK989 Botany (Specific Fields) 82 $ 31,818.79 0QL1–QL355 Zoology (General) 59 $ 26,404.38 0QL362–QL739 Invertebrate and Vertebrate Zoology 157 $ 34,875.95 0QL750–QL991 Ethology, Anatomy, Embryology 36 $ 29,273.21 0QM1–QM9999 Human Anatomy 6 $ 4,245.00 0QP1–QP348 Physiology (General) 131 $101,858.42 0


ACKNOWLEDGMENTS

The authors gratefully acknowledge the cheerful and unstinting help they received in completingthis project from many contributors, both in The Faxon Company and in the library community,who are too numerous to list here. We would, however, be remiss if we did not mention five inparticular: Gay Dannelly of The Ohio State University and Kent Mulliner of Ohio University gaveus many lessons in the art of collection management and strong encouragement all along the way.Joe Sollitto and David Josephs of Faxon did much of the actual work, Joe in making the Faxon titlefile as accurate as possible, David in setting up the actual reports. We also wish to pay tribute tothe Father of Reports, the redoubtable Frank Clasquin, who was general manager of Faxon in the1970s and, who, at an age when lesser mortals are safely retired to the golf course, moved, alone,to the then-Soviet Union to set up Faxon’s Moscow office, and remains in the business with Swets.

TABLE 11Report 5b: NATC Detail Report: HM1–HM9999, Sociology: General Works, Theory

Client Name: Sample

Title ISSN Sell Amt Country Language OrdersHeld byClient Expenditure

Leader to Leader 10878149 $149.00 US English 1 Yes $ 99.00Managing the Human Climate 02777398 $ 22.50 US English NoMedia Culture and Society 01634437 $240.00 US English NoMental Health Weekly 10581103 $577.00 US English NoMetro California Media 08892776 $215.00 US English NoMid-American Review of Sociology 0732913X $ 0.00 US English NoMobilization: An International Journal $ 49.90 US English NoNational Journal of Sociology (University

of Texas at Austin)08924287 $ 15.00 US English No

Netherlands’ Journal of Social Sciences 00380172 $ 0.00 NL English NoO’Dwyer’s Directory of Public Relations

Firms00783374 $165.00 US English No

Organization Studies 01708406 $265.00 DE English 1 Yes $265.00PR News 00333697 $347.00 US English NoPersonal Relationships 13504126 $ 0.00 GB English No

$140.00 GB English NoPhilippine Sociological Review 00317810 $ 30.00 PH English NoPlural Societies 00484482 $ 0.00 NL English NoPolish Political Science Yearbook 02087375 $ 0.00 PL English NoPolish Sociological Review 12311413 $ 0.00 PL English NoPolitical Crossroads 13235761 $240.00 AU English NoPropaganda Review 10470239 $ 0.00 US English NoPublic Opinion Quarterly-Japan Only 0033362X $ 0.00 US English NoPublic Opinion Quarterly 0033362X $ 60.00 US English 1 Yes $ 60.00Public Perspective 10505067 $105.00 US English NoPublic Pulse 10539751 $297.00 US English NoPublic Relations Career Directory 08828288 $ 0.00 US English NoPublic Relations Journal 00333670 $ 0.00 US English NoPublic Relations Quarterly 00333700 $ 49.00 US English NoPublic Relations Review 03638111 $245.00 US English No


REFERENCES

1. Foster, Constance.The Faxon Company: Linked to Three Centuries. Boston: The Faxon Company, 1994.2. Mulliner, Kent. “The Acquisitions Allocation Formula at Ohio University,”Library Acquisitions: Practice and Theory,

10 (1986), 315–327.

TABLE 12Report 6a: Client Titles by Supplier

Client Name: Sample

Supplier Name Title ISSN Order Count Expenditure

AAASS Slavic Review 00376779 1 $ 53.00AABT Behavior Therapy 00057894 1 $ 140.00

Cognitive and Behavioral Practices 1 $ 75.00The Behavior Therapist 02788403 1 $ 38.00

AAHPERD JOPERD 07303084 1 $ 105.00Journal of Health Education 10556699 1 $ 93.00Research Quarterly for Exercise and Sport 02701367 1 $ 130.00

AAMFT Journal of Marital and Family Therapy 0194472X 1 $ 75.00AATSEEL Slavic and East European Journal 00376752 1 $ 60.00ACADIA ACADIA Membership 1 $ 85.00ACS Div of Petroleum

ChemistryAmerican Chemical Society, Division of Petroleum

Chemistry, Preprints05693799 1 $ 101.00

ACTA Press International Journal of Modelling & Simulation 02286203 1 $ 270.00International Journal of Robotics & Automation 08268185 1 $ 290.00

ADIS International, Inc. Drugs & Aging 1170229X 1 $ 815.00AIMR Financial Analysts Journal 0015198X 1 $ 150.00

The C.F.A. Digest 00469777 1 $ 40.00AJES/AIER American Journal of Economics and Sociology 00029246 2 $ 100.00APN Business Magazines

Pty, Ltd.Asia-Pacific Defence Reporter 10371427 1 $ 56.30

ARNOVA Association for Research on NonprofitOrganizations and Voluntary Action,Institutional Membership

1 $ 165.00

AS Pratt & Sons, Inc. The Banking Law Journal 00055506 1 $ 0.00ASHRAE, Inc. ASHRAE Journal 00012491 1 $ 59.00ASM International International Materials Reviews 09506608 1 $ 677.00

Journal of Phase Equilibria 10549714 1 $1,069.00Metallurgical and Materials Transactions A. With

Metallurgical and Materials Transactions B.1 $1,863.00

ASTM American Society for Testing and Materials,Individual Membership

1 $ 70.00

Journal of Composites Technology and Research 08846804 1 $ 134.00


TABLE 13Report 6b: Client Titles Ordered from Specific Suppliers

Client Name: Sample

Supplier Supplier Name Catalog ID Title ISSNSell

AmountOrderCount Expenditure

514135 Carfax Publishing, Ltd. 101705 Cogito. 0950886 $324.00 0107207 Emergences 1045722 $ 16.00 0107275 Third Text 0952882 $120.00 0111136 Peace Review 1040265 $222.00 0114049 Urban Studies 0042098 $548.00 0115000 Labor History 0023656 $114.00 0115168 New Community 0047958 $242.00 0118248 Policy Studies (Policy Studies

Institute)0144287 $254.00 0

118903 Medical Teacher 0142159 $576.00 0120640 Cultural Trends 0954896 $140.00 0120812 Housing Studies 0267303 $298.00 0121117 Avian Pathology 0307945 $372.00 0124069 Regional Studies (Regional

Studies Association)0034340 $540.00 0

125289 Asian Philosophy 0955236 $348.00 0130208 Landscape Research 0142639 $190.00 0130726 Science as Culture 0950543 $138.00 0131852 Paradigms (England) 0951975 $ 0.00 0136234 School Organisation 0260136 $ 0.00 0137619 Gender and Education 0954025 $474.00 0139430 Nationalities Papers 0090599 $284.00 0139546 Education and the Law 0953996 $180.56 0139619 Central Asian Survey 0263493 $446.00 0140952 Discourse (Australia) 0159630 $178.00 0141124 Continuum (Australia) 1030431 $158.00 0142480 The Australian Geographer 0004918 $160.00 0142759 Comparative Education 0305006 $498.00 0144147 Third World Quarterly 0143659 $348.00 0


TABLE 14Report 7a: Client Titles Available in Electronic Format

Client Name: Sample

Current Order Information Electronic Journal Information

Abacus; A journal of accounting and businessstudies.

Abacus

Sub ID: 19669 Quantity: 1 Cost: *$136.00 for print & onlineOrder period: 01-Jan-1998 to 31-Dec-1998 Comments: Online free to print subscribers.Catalog ID: 219784 ISSN: 00013072Supplier: 519300 Blackwell Publishers UKURL:Accounting, auditing & accountability. Accounting, Auditing & Accountability JournalSub ID: 19686 Quantity: 1 Cost: *$999.00 for CD, print & onlineOrder period: 01-Jan-1998 to 31-Dec-1998 Comments: Domain name license required & title has fully

searchable archivesCatalog ID: 188779 ISSN: 09513574Supplier: 520419 MCB University PressURL: http://www.mcb.co.uk/cgi-bin/

journal1/aaajActa physiologica Scandinavica. With supplements. Acta Physiologica ScandinavicaSub ID: 19707 Quantity: 1 Cost: *$340.50 for online, $416.50 priOrder period: 01-Jan-1998 to 31-Dec-1998 Comments: Cost for print & online is $530.00 for 1998.Catalog ID: 172035 ISSN: 00016772Supplier: 519301 Blackwell Science LtdURL: http://www.blacksci.co.uk/products/

journals/aps.htmAdministration and society Administration and SocietySub ID: 19718 Quantity: 1 Cost: *$290.00 print, online only n/aOrder period: 01-May-1998 to 30-Apr-1999 Comments: Online only available in comb. with print and

costs add’l $58.00.Catalog ID: 160047 ISSN: 00953997Supplier: 539549 Sage Publications IncURL:Administration and society Administration and SocietySub ID: 24671 Quantity: 1 Cost: *$290.00 print, online only n/aOrder period: 01-Jan-1998 to 31-Dec-1998 Comments: Online only available in comb. with print and

costs add’l $58.00.Catalog ID: 160047 ISSN: 00953997Supplier: 539549 Sage Publications IncURL:Administration and society Administration and SocietySub ID: 24704 Quantity: 1 Cost: *$290.00 print, online only n/aOrder period: 01-Jan-1998 to 31-Dec-1998 Comments: Online only available in comb. with print and

costs add’l $58.00.Catalog ID: 160047 ISSN: 00953997Supplier: 539549 Sage Publications IncURL:Advances in applied mathematics Advances in Applied MathematicsSub ID: 19727 Quantity: 1 Cost: *Avail. thru IDEAL site licenseOrder period: 01-Jan-1998 to 31-Dec-1998 Comments: IDEAL site licensees print price is $119.00 for

1998.Catalog ID: 174974 ISSN: 01968858Supplier: 546810 Academic PressURL:


TABLE 15Report 8: Full Text E-Journals Free

Title URL Electronic ISSN Year Available Cost

Supplier Name: ACM

Transactions on Design Automationof Electronic Systems

http://www.acm.org/pubs/todaes/ 1997 Both *$160.00 for print& online

Comments: Online free to print subscrib-ers.

Supplier Name: AIP

AIP Center for History of PhysicsNewsletter

http://www.aip.org/history/web-news.htm

1994 Both No charge for printor online

Comments: Free. Biannual publ. For ad-ditional info send e-mail [email protected]

Applied Physics Letters http://www.aip.org/epub/aplointro.html

1997 Both *$1545.00 for print& online

Comments: AIP journal, online availablefree to print subscribers in 1998.

Astronomy and Geophysics 1998 Both $195.00 for print& online

Comments: IOP journal, online availablefree to print subs., online only notavailable.

Bioimaging http://www.iop.org/Journals/bi


Comments: IOP journal, available free toprint subscribers, online only not avail.

Chaos http://www.aip.org/journals/chaos/chaos.html



Classical and Quantum Gravity http://www.iop.org/Journals/cq 1997 Both *$2134.00 for print& online

Comments: IOP journal, available free toprint subscribers, online only not avail.

Combustion Theory and Modelling http://www.iop.org/Journals/ct 1998 Both *$257.00 for print& online

Comments: IOP journal, online free toprint subscribers, online only not avail.

Computers in Physics http://www.aip.org/cip/ciphome.htm



Current Physics Index 1997 Both $1190.00 for print& online


Distributed Systems Engineering http://www.iop.org/Journals/ds 1997 Both *$245.00 for print& online


European Journal of Physics http://www.iop.org/Journals/ej 1997 Both *$559.00 for print& online



TABLE 16Report 9a: Client Titles by Language Client Name: Sample Client

Language Title ISSN Sub ID Order period Total Amt w/o Svc Chg

Afrikaans Politikon (South Africa) 02589346 257290 01-Jun-1998 to 31-May-1999 $ 60.00Arabic Al-Ahram, Friday Edition Only 0891673X 253313 01-Mar-1998 to 28-Feb-1999 $105.00Chinese Cheng Ming-(Hong Kong) 254155 01-Aug-1998 to 31-Jul-1999 $ 67.00

China Today (Chinese Language) 10030905 254180 01-Jan-1998 to 31-Dec-1998 $ 41.00Journal of Library & Information Science-(China) 03633640 256031 v.19:no.1 Jul, 1992 to v.22:no. 2 Jul, 1996 $ 80.00Liao Wang/Outlook Weekly 87559358 256438 01-Apr-1997 to 31-Mar-1998 $ 0.00Ming Pao-(Monthly) 05806291 256683 01-Jan-1998 to 31-Dec-1998 $ 58.00Renmin Ribao, Overseas Edition, Peoples Daily 257499 01-Jul-1998 to 30-Jun-1999 $180.00

257498 01-Jul-1998 to 30-Jun-1999 $180.00Shih Chieh Jih Pao/World Journal-(Monterey Park) 07401108 257762 01-Nov-1998 to 31-Oct-1999 $181.00Sinorama 02569043 257779 01-Aug-1998 to 31-Jul-1999 $ 31.00Yazhou Zhoukan 10155015 34760742 01-Jul-1998 to 30-Jun-1999 $268.00

Czech Byzantinoslavica 00077712 253985 Last part recvd: v.56:no.2 $309.14Umeni/Arts 00495123 51539255 01-Jan-1998 to 31-Dec-1998 $245.09

Danish Orbis Litterarum 01057510 257049 01-Jan-1998 to 31-Dec-1998 $265.85Dutch Oud-Holland 0030672X 257068 v.109:no.1 January 1995 $160.85

Simiolus 00375411 257773 01-Jan-1998 to 31-Dec-1998 $ 0.00ZuidelijkAfrika 254893 01-Jan-1997 to 31-Dec-1997 $ 0.00

English 13th Moon 00943320 258417 Last part recvd: v.12:no.1/2 $ 0.0019th Century Music 01482076 258418 01-Jul-1998 to 30-Jun-1999 $ 82.00A B Bookman’s Weekly 00010340 253177 01-Jan-1998 to 31-Dec-1998 $ 80.00

02738023 253173 01-Feb-1998 to 31-Dec-1998 $ 42.50AAMC Directory of American Medical Education 03607437 253174 43rd 1996 $ 55.00ABA Banking Journal 01945947 253176 01-Sep-1998 to 31-Aug-1999 $ 25.00ABAA Newsletter 1070700X 253175 01-Jan-1998 to 31-Dec-1998 $ 25.00

TABLE 17Report 9b: Titles Available by Language Language: French

Country Title ISSN Medium Orders

Canada Meta. Montreal 00260452 Print 12Canada Micro-Gazette 08363587 Print 0Canada Moncton, N.B. Universite Revue 03166368 Print 0Canada Monde Juridique 08284989 Print 1Canada Montreal Office Guide 08436681 Print 0Canada Natation Quebec 08441693 Print 0Canada Naturaliste Canadien 00280798 Print 0Canada Nord-(Hearst, Ont) 03828883 Newspaper 0Canada Nos Sources 02270404 Print 0Canada Nouvelles Pratiques Sociales 08434468 Print 0Canada Nouvelles Universitaires Africaines 07098006 Print 0Canada Nouvelliste-(Trois-Rivieres, Canada) Newspaper 0Canada Nuit Blanche 08232490 Print 4Canada Objectif Prevention 07050577 Print 0Canada Observateur Economique Canadien-(11-010) 08359148 Print 0Canada Oil Pipeline Transport. 03804615 Print 1Canada Operations Forestieres et de Scierie 00303631 Print 0Canada Orchestra Canada 03801799 Print 0Canada Panafrica 08407029 Print 2Canada Panorama Aujourd’hui 00482838 Print 0Canada Paper Box and Bag Manufacturers-(36-216) 03198944 Print 0Canada Perspectives Climatiques. Monthly Supplements Print 0Canada Perspectives Climatiques, With Supplements Print 0Canada Perspectives Sociales 07090137 Print 0Canada Petite Revue 0702536X Print 0Canada Petite Revue de Philosophie-U.S. & Canada 11819227 Print 0Canada Pharmacien 0031692X Print 0Canada Philosophiques 03162923 Print 6Canada Photo Police 11841036 Print 0Canada Plein Soleil 03847810 Print 0


TABLE 18Report 10a: Membership/Combination Report Client Name: Sample

Membership/Combination Title Memb/Comb ID Inclusion TitleInclusion

ID

ACADIA. Membership 24273921 ACADIA Conference Proceedings 58877020ACADIA Membership Directory 59925596ACADIA Quarterly 57828444

Academy of Accounting Historians. Member-ship

207113 Accounting Historians Notebook 251259The Accounting Historians Journal 47342736

Academy of Political Science. SubscribingMembership

219678 Academy of Political Science Proceedings 253053Political Science Quarterly 164314

Advertising Research Foundation. AssociateAcademic Membership

230118 Journal of Advertising Research 175367

Advertising Age 118840 Ad Age International 30565519Advertising Age 66217141

Africa Institute. Membership 166736 AI Bulletin (Afrikaans/English Edition) 56779709Africa Insight 116499

African Studies Association. Institutional Mem-bership

222120 ASA News: 246384African Studies Review 30565470Issue: A Journal of Opinion 31614046

American Association for Artificial Intelligence.Membership Academic/Corporate LibrarySubscription

245237 AI Magazine 50488418

American Association for State and Local His-tory. Library Membership

234796 Dispatch (Nashville, TN) 10642576History News 246822

American Association of School Administrators.Publications Membership

236486 Leadership News: 42099806The School Administrator 43148382

American Brahms Society. Membership 186402 American Brahms Society Newsletter 252160American Catholic Philosophical Association.

Library Institutional Membership239635 American Catholic Philosophical Association

Proceedings224960

American Catholic Philosophical AssociationQuarterly

223222

American Chemical Society. Package Plan(710). Except Biotechnology Progress

193829 Accounts of Chemical Research 168108Advance ACS Abstracts 24273676American Chemical Society Journal 183416Analytical Chemistry 140330Biochemistry (American Chemical Society) 196956


TABLE 19Report 10b: Memberhsp/Combination by Inclusion

Client Name: Sample

Inclusion TitleInclusion

ID Membership/Combination TitleMemb/Comb

ID

A Legal Memorandum 50488394 National Association of Secondary SchoolPrincipals. Subscription

233238

ACA UpDate 253083 American Council for the Arts. AssociateMembership

217954

ACADIA Conference Proceedings 58877020 ACADIA. Membership 24273921ACADIA Membership Directory 59925596 ACADIA. Membership 24273921ACADIA Quarterly 57828444 ACADIA. Membership 24273921ACMemberNet 17982621 Communications of the ACM 153685ACSUS Membership Directory 60974159 Association for Canadian Studies in the U.S.

Membership222381

AEG News 216747 Association of Engineering GeologistsNewsletter. With Environmental &Engineering Geoscience

55731206

AI Bulletin (Afrikaans/English Edition) 56779709 Africa Institute. Membership 166736AI Magazine 50488418 American Association for Artificial

Intelligence Membership. Academic/Corporate Library Subscription

245237

AMU News 42099809 American Malacological Bulletin. NewSeries Including AMU News

203822

APT Bulletin 16933737 Association for Preservation Technology.Membership

219078

APT Communique 254649 Association for Preservation Technology.Membership

219078

ARLIS/NA Update 38954106 Art Libraries Society of North America.Institutional Membership

232332

ARSC Journal 254575 Association for Recorded Sound Collections.Membership

222520

ASA News 246384 African Studies Association. InstitutionalMembership

222120

Academy of Political Science. Proceedings 253053 Academy of Political Science. SubscribingMembership

219678

Accountant’s Buyer’s Guide 42099920 The Practical Accountant (PRAC) 160285Accounting Historians Notebook 251259 Academy of Accounting Historians.

Membership207113

Accounts of Chemical Research 168108 American Chemical Society. Package Plan(710). Except Biotechnology Progress

193829

Across the Board 35808075 Conference Board. Educational AssociateLibrary Service

223520


TABLE 20Report 10c: Inclusion Titles Report

Sample Client

Title Name Sell Amt Title ID Sub ID Combination Name Sell AmtCombtn

ID

AIP Archival(American Instituteof Physics)

$11,410.00 22176804 53633841 AIP Archival. With AP Letters On-line (American Institute of Phys-ics). Single User Rate

$10,110.00 14836787

AMC Outdoors $ 15.50 21127910 321448 Appalachia (Appalachia MountainClub). With AMC Outdoors

$ 40.00 36856569

Accounting Horizons $ 68.00 137032 321479 The Accounting Review. WithAccounting Horizons. And withIssues in Accounting Education

$ 175.00 238837

Ad Astra $ 40.00 103538 321516 National Space Society. IndividualMembership

$ 0.00 208791

Advertising Age $ 109.00 118840 321539 Advertising Age. With InternationalChinese Edition

$ 109.00 24273978

American CatholicPhilosophicalAssociation.Quarterly

$ 45.00 223222 321611 American Catholic PhilosophicalAssociation. Library InstitutionalMembership

$ 80.00 239635

American CeramicSociety Bulletin

$ 50.00 183471 321612 American Ceramic Society.Associate Corporate Membership

$ 0.00 210837

321612 American Ceramic Society.Subscription Package III

$ 0.00 59925221

321612 American Ceramic Society.Subscription Package I

$ 0.00 44196584

321612 American Ceramic Society.Subscription Package II

$ 0.00 64119526

AmericanMeteorologicalSociety Bulletin

$ 80.00 200589 321709 Bulletin of the AmericanMeteorological Society. Print.With Online

$ 80.00 30565628

American MosquitoControlAssociationJournal

$ 85.00 210258 321712 American Mosquito ControlAssociation. Membership

$ 85.00 216088

American Societyfor HorticulturalScience Journal

$ 225.00 218482 44198015 American Society of HorticulturalScience. Journal. WithHortscience. WithHortTechnology

$ 0.00 63070997


TABLE 21Report 10d: Alpha List of All Titles

Client Name: Sample

Title NameShip-to

IDSubID

TotalAmt Combination

19th Century Music 87 24517 $ 82.00A Current Bibliography on African Affairs 87 20845 $165.50A Legal Memorandum 87 22980 National Association of Secondary

School Principals. SubscriptionAA Files (Architectural Association) 87 19653 $111.98AASHTO Quarterly Magazine (American

Association of State Highway & Trans-portation Officials)

87 19654 $ 15.00

AB Bookman’s Weekly 87 19657 $ 80.00ABA Banking Journal 87 19656 $ 25.00ACA UpDate 87 19832 American Council for the Arts. Asso-

ciate MembershipACADIA Conference Proceedings 87 19658 ACADIA. MembershipACADIA Membership Directory 87 19658 ACADIA. MembershipACADIA Quarterly 87 19658 ACADIA. MembershipACADIA. Membership 87 19658 $ 85.00ACMemberNet 87 20681 Communications of the ACMACSA News (Association of Collegiate

Schools of Architecture)87 19659 $ 50.00

ACSUS Membership Directory 87 20134 Association for Canadian Studies inthe U.S. Membership

AEG News 87 20145 Association of Engineering Geologists.Newsletter. With Environmental &Engineering Geoscience

AERO Gramme 87 20504AI Bulletin (Afrikaans/English Edition) 87 19744 Africa Institute. MembershipAI Magazine 87 19811 American Association for Artificial

Intelligence. Membership. Academ-ic/Corporate Library Subscription

AIAA Journal 87 19660 $710.00AIAA Student Journal 87 19661 $ 18.00AIDS Education and Prevention 87 19774 $150.00AIDS Research and Human Retroviruses 87 19775 $776.00AMU News 115184 24522 American Malacological Bulletin. New

Series. Including AMU NewsANQ: A Quarterly Journal of Short Articles,

Notes and Reviews87 20002 $ 67.00

APA Monitor 87 19662 $ 37.00APT Bulletin 87 20137 Association for Preservation Technol-

ogy. Membership


TABLE 22Report 11: Client Titles by Publishers

Client Name: Sample

Publisher Title ISSNOrderCount Expenditure

AAASS Slavic Review 00376779 1 $ 53.00AABT Behavior Therapy 00057894 1 $ 140.00

Cognitive and Behavioral Practices 1 $ 75.00The Behavior Therapist 02788403 1 $ 38.00

AAHPERD JOPERD 07303084 1 $ 105.00Journal of Health Education 10556699 1 $ 93.00Research Quarterly for Exercise and Sport 02701367 1 $ 130.00

AAMFT Journal of Marital and Family Therapy 0194472X 1 $ 75.00AATSEEL Slavic and East European Journal 00376752 1 $ 60.00ACADIA ACADIA. Membership 1 $ 85.00ACS Div of Petroleum

ChemistryAmerican Chemical Society. Division of Petroleum

Chemistry. Preprints05693799 1 $ 101.00

ACTA Press International Journal of Modelling & Simulation 02286203 1 $ 270.00International Journal of Robotics & Automation 08268185 1 $ 290.00

ADIS International, Inc. Drugs & Aging. 1170229X 1 $ 815.00AIMR Financial Analysts Journal 0015198X 1 $ 150.00

The C.F.A. Digest 00469777 1 $ 40.00AJES/AIER American Journal of Economics and Sociology 00029246 2 $ 100.00APN Business Magazines

Pty, Ltd.Asia-Pacific Defence Reporter 10371427 1 $ 56.30

ARNOVA Association for Research on Nonprofit Organizationsand Voluntary Action. Institutional Membership

1 $ 165.00

AS Pratt & Sons, Inc. The Banking Law Journal 00055506 1 $ 0.00ASHRAE, Inc. ASHRAE Journal 00012491 1 $ 59.00ASM International Journal of Phase Equilibria 10549714 1 $1,069.00

Metallurgical and Materials Transactions A. WithMetallurgical and Materials Transactions B

1 $1,863.00

ASTM American Society for Testing and Materials. Individ-ual Membership

1 $ 70.00

Journal of Composites Technology and Research 08846804 1 $ 134.00Journal of Testing and Evaluation 00903973 1 $ 137.83

AZ Archaeological &Hist Scty

Kiva 00231940 1 $ 55.00


TABLE 23Report 12a: Abstract and Index Report by Index

Client Name: Sample

Abstract andIndexing Name

AICode Title Sub ID Order Period

Total Amtw/o Svc

Chg

Brandon Hill-SmallMedical Libraries

BR American College of Cardiology Journal 58879547 01-Jan-1998 to31-Dec-1998

$236.00

American Family Physician 62025272 01-Mar-1998 to28-Feb-1999

$104.00

American Heart Journal 63073848 01-Jan-1998 to31-Dec-1998

$269.00

American Journal of Cardiology 64122424 01-Jan-1998 to01-Jan-2000

$197.00

American Journal of Clinical Pathology 66219576 01-Jan-1998 to31-Dec-1998

$335.00

American Journal of Emergency Medicine 11693625 01-Jan-1998 to31-Dec-1998

$175.00

American Journal of Medicine 14839353 01-Jan-1998 to01-Jan-1999

$165.00

American Journal of Obstetrics andGynecology

19033657 01-Jan-1998 to31-Dec-1998

$292.00

American Journal of Ophthalmology 21130809 01-Apr-1998 to31-Mar-1999

$265.00

American Journal of Psychiatry 23227961 01-Jan-1998 to31-Dec-1998

$100.00

American Journal of Public Health 25325113 01-Jan-1998 to31-Dec-1998

$185.00

American Journal of Respiratory andCritical Care Medicine

27422265 01-Jan-1998 to31-Dec-1998

$220.00

American Journal of Roentgenology 60976696 01-Jan-1998 to31-Dec-1998

$195.00

American Journal of Sports Medicine 30567993 01-Jan-1998 to31-Dec-1998

$100.00

American Journal of Surgery 32665145 01-Jan-1998 to01-Jan-1999

$168.00

Anaesthesia 46296648 01-Jan-1998 to31-Dec-1998

$418.50

Anesthesiology 40005177 01-Jan-1998 to31-Dec-1998

$305.00

Annals of Allergy, Asthma and Immunology 45248057 01-Jan-1998 to31-Dec-1998

$ 75.00

Annals of Emergency Medicine 47345209 01-Jan-1998 to31-Dec-1998

$163.00

Annals of Neurology 51539513 01-Jan-1998 to31-Dec-1998

$300.00

Annals of Surgery 57830969 01-Jan-1998 to31-Dec-1998

$260.00

Annals of Thoracic Surgery 58879545 01-Jan-1998 to31-Dec-1998

$298.00

Archives of Dermatology 65171001 01-Jan-1998 to31-Dec-1998

$209.00

Archives of Family Medicine 10645050 01-Jan-1998 to31-Dec-1998

$110.00

Archives of General Psychiatry 11693626 01-Jan-1998 to31-Dec-1998

$140.00

Archives of Internal Medicine 12742202 01-Nov-1997 to31-Oct-1998

$170.00


TABLE 24Report 12b: Abstract and Index Report by Index

Client Name: Sample

Abstract andIndexing Name

AICode Title Sub ID Order Period

Total Amtw/o Svc Chg

Brandon Hill-Allied Health

BL Archives of Internal Medicine 12742202 01-Nov-1997to31-Oct-1998

$170.00

American Journal of Occupational Therapy 40005192 01-Jan-1998 to 31-Dec-1998 $120.00Annals of Emergency Medicine 47345209 01-Jan-1998 to 31-Dec-1998 $163.00Archives of Physical Medicine and Reha-

bilitation19033658 01-Jan-1998 to 31-Dec-1998 $216.00

Journal of Burn Care & Rehabilitation 64122427 01-Jan-1998 to 31-Dec-1998 $121.00Journal of Laboratory and Clinical Medi-

cine28470844 01-Jan-1998 to 31-Dec-1998 $282.00

Journal of Rehabilitation 54685244 01-Jan-1998 to 31-Dec-1998 $ 50.00Laboratory Medicine (American Society of

Clinical Pathologists)15887935 01-Jan-1998 to 31-Dec-1998 $ 60.00

Physical Medicine and Rehabilitation Clin-ics of North America

26373699 01-Jan-1998 to 31-Dec-1998 $128.00

Physical Therapy (AmericanPhysical Therapy Association)

27422275 01-Jan-1998 to 31-Dec-1998 $ 95.00

TABLE 25Price History Sorted by Title Within Currency

Sample Client

Currency: USD

Sub ID

1998 1997 1996

Title Name Qty Amount %Inc Qty Amount %Inc Qty Amount

● Additives For Polymers 739196 1 $ 714.00 9.85 1 $ 650.00 26.95 1 $ 512.00● Adhesives Age 739197 1 $ 57.00 1 $ 57.00 1 $ 57.00● Adhesives and Sealants Newsletter 739198 1 $ 180.00 1 $ 180.00 1 $ 180.00● Advances in Polymer Technology 739200 1 $ 653.00 14.96 1 $ 568.00 19.33 1 $ 476.00● AIChE Journal 46297155 1 $ 715.00 0 $ 0.00 0 $ 0.00● American Chemical Society Journal 13787972 1 $1,870.00 10.00 1 $1,700.00 4.68 1 $1,624.00● The American Journal of Nursing 739184 1 $ 47.00 1 $ 47.00 4.44 1 $ 45.00● Analytical Chemistry 40002371 1 $ 815.00 9.40 1 $ 745.00 8.76 1 $ 685.00● Angewandte Chemie. International

Edition42099523 1 $1,740.00 0.58 1 $1,730.00 15.49 1 $1,498.00

● Angewandte Makromolekulare Chemie 12740412 1 $1,232.00 2.92 1 $1,197.00 5.74 1 $1,132.00● Applied Spectroscopy 739203 1 $ 290.00 1 $ 290.00 5.45 1 $ 275.00● Applied Spectroscopy Reviews-(ASR) 739204 1 $ 595.00 9.17 1 $ 545.00 12.37 1 $ 485.00● Asian Chemical News 739205 1 $ 429.00 4.13 1 $ 412.00 4.04 1 $ 396.00● Asian Plastics News 33713668 1 $ 185.00 0 $ 0.00 0 $ 0.00● Atomic Spectroscopy 739185 1 $ 50.00 23.85 1 $ 52.00 1 $ 52.00● Barron’s 739206 1 $ 145.00 3.57 1 $ 140.00 3.70 1 $ 135.00● Business Week 739207 1 $ 54.95 10.01 1 $ 49.95 6.39 1 $ 46.95● Byte 739208 1 $ 24.95 216.69 1 $ 29.95 1 $ 29.95● CA Selects. Atomic Spectroscopy

(Subscribers to 20 or More CA SelectsTopics)

739209 1 $ 235.00 4.44 1 $ 225.00 7.14 1 $ 210.00

● CA Selects. Fuel & Lubricant Additives 739211 1 $ 235.00 1 $ 235.00 6.82 1 $ 220.00● CA Selects. Fuel & Lubricant Additives 739212 1 $ 245.00 4.26 1 $ 235.00 6.82 1 $ 220.00● CA Selects. Gel Permeation

Chromatography25323721 1 $ 245.00 4.26 1 $ 235.00 0 $ 0.00

● CA Selects. New Plastics. (Subscribersto 20 or More CA Selects Topics)

739213 1 $ 235.00 4.44 1 $ 225.00 7.14 1 $ 210.00

● CA Selects. Plastic Films 739214 1 $ 245.00 9.00 1 $ 224.78 2.17 1 $ 220.00

* Total % increase is calculated by including only orders that were placed in consecutive years and calculating a unit valuefor multiple copy orders.


TABLE 26Price History Sorted by Price Within Fund

Sample Client

Title Name Sub ID

1998 1997 1996

Qty Amount %Inc Qty Amount %Inc Qty Amount

Totals for fund: ACCTF/ACCOUNT-ING/ACCT

24 $4,435.05 24 $4,123.56 24 $3,556.65

Total % increase 7.55%* 15.94%*Fund: ANSCF/ANNENBERG/ANSC

● Media Culture and Society 22797 1 $ 240.00 20.00 1 $ 200.00 13.64 1 $ 176.00● European Journal of Communication 21188 1 $ 216.00 12.50 1 $ 192.00 9.09 1 $ 176.00● Journal of Mass Media Ethics 22296 1 $ 215.00 16.22 1 $ 185.00 12.12 1 $ 165.00● Journal of Media Economics 22306 1 $ 160.00 14.29 1 $ 140.00 21.74 1 $ 115.00● Canadian Journal of Communication 20433 1 $ 85.00 6.25 1 $ 80.00 6.67 1 $ 75.00● Australian Journal of Communication 20176 1 $ 74.35 11.52 1 $ 66.67 38.90 1 $ 48.00● Media Asia 22796 1 $ 43.00 4.88 1 $ 41.00 13.89 1 $ 36.00● Asian Journal of Communication 20124 1 $ 36.00 1 $ 36.00 1 $ 36.00Totals for fund: ANSCF/ANNEN-BERG/ANSC

8 $1,069.35 8 $ 940.67 8 $ 827.00

Total % increase 13.68%* 13.74%*Fund: ANSCF/COMM ARTS & SCI/

CAAS● Communication Research-(Sage) 20670 1 $ 309.00 11.96 1 $ 276.00 8.24 1 $ 255.00● Journal of Speech, Language and

Hearing Research22485 1 $ 245.00 6.52 1 $ 230.00 2.22 1 $ 225.00

● Human Communication Research 21572 1 $ 220.00 11.68 1 $ 197.00 10.06 1 $ 179.00● Intermedia (England) 21705 1 $ 129.3922.52 1 $ 132.74 14.23 1 $ 116.20● Broadcasting & Cable 20327 1 $ 129.00 10.26 1 $ 117.00 1 $ 117.00● Journal of Communication 22057 1 $ 115.00 21.05 1 $ 95.00 10.47 1 $ 86.00● Topicator 24257 1 $ 115.00 4.55 1 $ 110.00 1 $ 110.00● Communication Education 20665 1 $ 105.00 5.00 1 $ 100.00 4.17 1 $ 96.00● Communication Monographs 20667 1 $ 105.00 5.00 1 $ 100.00 4.17 1 $ 96.00● Communication Theory 20672 1 $ 105.00 5.00 1 $ 100.00 11.11 1 $ 90.00

*Total % increase is calculated by including only orders that were placed in consecutive years and calculating a unit valuefor multiple copy orders.


the lucky orbit: one subscription agent’s approach to collection management reports

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