---------------- Part 2 of 2: ---------------- GENERAL QUESTIONS What is the philosophy behind the 1994 pricing model for Mathematical Reviews products? Mathematical Reviews, in either print or electronic format, is unsubsidized. All costs are recovered by subscription sales. The 1994 pricing model acknowledges that building and maintaining the database from which all Mathematical Reviews products are derived is associated with a substantial, predominent, fixed cost. How does the 1994 pricing model work? Sites that support mathematicians pay a Data Access Fee that allows those sites AND the individuals (e.g., faculty, students, staff) directly associated with them to purchase items by paying just the Product Delivery Fee. So, for example, if a site pays the Data Access Fee, its associated units and individuals can purchase Mathematical Reviews in the print version for $315/subscription. Sites that have paid the Data Access Fee can purchase the first copy of the current MathSci Disc for $1,800; the Product Delivery Fee for additional copies for other associated units or Individuals is $520. The model is optimized for transactions that involve purchase of more than one delivery or more than one copy of a product. What costs does the Data Access Fee recover? The Data Access Fee recovers the costs associated with building and maintaining the database from which all Mathematical Reviews deliveries are derived. What costs does the Product Delivery Fee recover? The Product Delivery Fee recovers the costs of production, media, and sales for that particular product. Why is the Product Delivery Fee for the first copy of the current MathSci Disc ($1,800) six times the Product Delivery Fee for a paper ($315) version? MathSci Disc contains six years (1988- )of Mathematical Reviews in a searchable format. It also includes bibliographic citations for all Current Mathematical Publication (CMP) items for which reviews have not yet been published. The Product Delivery Fee includes a royalty payment to SilverPlatter for use of their search engine, for user support, for loading the database, for production of discs, and to recover a portion of their marketing and sales promotion costs. It recovers a sales commission for SilverPlatter distributors. It recovers for the AMS the costs associated with file processing, quality assurance, user support, and for publicizing and demonstrating MathSci. A fairer comparison is the second-copy or individual price ($520) to the price for the paper ($315) version. In the later case, it is the current year of Mathematical Reviews, indexed by issue, with a cumulative author and subject index at the end of the year, and no full-text searching. What is the overall effect of the change in pricing model on 1994 prices? 1993 1994 Increase MR (paper) List Price $4,591 $4,809 4.75% Institutional/Corporate Member $3,673 $3,910 6.45% MR (paper) and MathSci Disc (current) List Price $6,391 $6,609 3.41% Institutional/Corporate Member $5,473 $5,710 4.33% MR (paper) and MathSci Tapes (current and backfile) List Price $12,091 $7,586 -37.26% Institutional/Corporate Member $11,173 $6,687 -40.15% Backfile (1940-93) one time fee $25,000 $10,500 -58.00% The 1994 pricing model makes purchasing multiple copies of products and versions of products in different delivery formats more attractive. MathSci Tapes are a particularly attractive option. Is it possible that my site will pay total fees significantly in excess of what it paid in 1993? Yes, if additional copies of products or additional products are purchased. However, if your site purchases the same products in the same quantity, the increase in total fees will be less than 7% for almost all sites, and less for a significant number. The 1994 pricing model IS NOT intentionally designed to extract additional revenue from sites. Prices in future years will be adjusted in relation to experience. It is the intent of the AMS to work closely and cooperatively with customers, particularly libraries, where rising prices and shrinking resource bases have created a crisis for serials budgets. What is the philosophy on discounts for Mathematical Reviews products? The AMS offers Institutional and Corporate Members a 20% discount on the Data Access Fee. Deliveries to individuals associated with sites who have paid the Data Access Fee are offered at significantly lower prices. The 1994 pricing model does not address any special cases, for example, small institutions, or currency weak countries. Special situations will be reviewed as part of the analysis that will determine 1995 subscription prices. What are the benefits of the 1994 pricing model? The 1994 pricing model explicitly identifies components of cost, in their relative proportions. It is flexible and easily adapted to evolving circumstances. SPECIFIC QUESTIONS What is the definition of a site? For purposes of determining fees, sites are defined as organizational units at distinct locations. Sites may be academic or non-academic. Units located in distinct cities are considered distinct sites. Units within the same city that are administered independently (with, for example, independent budgets, separate faculties, independent control over the student body and examinations) are considered distinct sites. Thus, for example, the various campuses of the University of California system, the various colleges of the University of London and the various branches of the University of Paris are considered distinct sites. The various branches of AT&T Bell Laboratories are considered distinct sites. Do all purchases in a given year have to be made in a single transaction? No. Once a site has paid the Data Access Fee for a given year, deliveries can be purchased at any time during the year. How are fees calculated for new customers, once a subscription year has begun? New customers, by definition, sites that did not pay the Data Access Fee for the previous subscription year, pay a pro-rated Data Access Fee. (For 1994, new customers are considered to be those who did not subscribe in 1993 either to the print Mathematical Reviews or to the current MathSci Disc.) The full Product Delivery Fee is charged. If Mathematical Reviews in the print version is ordered, back issues for the current year are shipped. If the MathSci Disc version is ordered, the current Disc is shipped. If a site renews Mathematical Reviews or MathSci Disc after the start of a new issue year, what fees are charged? Late renewals, by definition, sites that were subscribers in the previous year, are charged the full Data Access Fee and full Product Delivery Fee. If Mathematical Reviews in the print version is ordered, back issues for the current year are shipped. If the MathSci Disc version is ordered, the current Disc is shipped. How does the licensing of (SilverPlatter) MathSci Disc work? Sites contact the appropriate SilverPlatter distributor. Contact SilverPlatter (1-800-343-0064) for information. After checking customer status, the distributor provides a quotation. When payment is received, the product is shipped. For sites that subscribe to Mathematical Reviews, the Data Access Fee comes up for renewal at the end of the current calendar year. For sites that subscribe only to MathSci Disc, the Data Access and Product Delivery Fee are anniversary date based. How does licensing of the Site Load tapes work? Site load tapes are a viable option for sites wanting to offer enterprise-wide access, which have the tools and in-house expertise required to develop and maintain complex retrieval applications. Normally, some mix of staff from the computing center, library, and mathematics department work with AMS staff first to design and then to test an application. Then, the site loads the entire database and makes it available under specified terms and conditions. The AMS is attempting to negotiate with the vendors of several popular library retrieval systems terms for providing pre-loaded versions of the MathSci database. Sites interested in site load tapes should contact the Division of Electronic Products and Services (DEPS), 1-800-321-4AMS (MATHSCI@math.ams.org). What is On-Line MathSci? On-Line MathSci is MathSci Tapes made available on Dialog. In addition to Mathematical Reviews (MR) and Current Mathematical Publications (CMP), the following subfiles, not available on MathSci Disc, are included with MathSci Tapes: CIS Current Index to Statistics CR Computing Reviews GCL Guide to Computing Literature STR Stanford Technical Reports in Computer Science TUKEY Index to Statistics and Probability How does an organization become an Institutional or Corporate Member? Organizations in North America interested in becoming Institutional or Corporate Members should contact Membership and Customer Services (MACS) (1-800-321-4AMS or CUST-SERV@math.ams.org). If I am a Reviewer for Mathematical Reviews, what fees apply? Under the new Reviewer credit policy, whereby discounts on the print Mathematical Reviews and Current Mathematical Publications have been replaced by credit coupons for reviews returned, eligible Reviewers pay the same fees as other individuals for Mathematical Reviews and MathSci Disc. However, Reviewers remain eligible for discounts on MR Section Sets (see below). If I am a department or member of a department other than mathematics at a site that has paid the Data Access Fee, what fees apply? You pay ONLY the appropriate Product Delivery Fee. If I am a retired faculty member associated with a site that has paid the Data Access Fee and the Product Delivery Fee for a delivery I want, what fees apply? You pay ONLY the appropriate Product Delivery Fee. If I am a mathematician who is associated with a site that has not paid the Data Access Fee or not associated with any site, can I purchase Mathematical Reviews products? Any individual, regardless of institutional affiliation, may purchase MR Section Sets, the product derived from the Mathematical Reviews database that is tailored to individual needs. (See below for the subscription prices.) If you are associated with a site, you may encourage that site to subscribe to one or more of the products designed for multiple users. See also the following question. Does the AMS ever consider exceptions to its subscription policies? The Appeals Committee on Discounted Subscriptions is charged with the reponsibility for making exceptions in very special circumstances, both for sites and for individuals. For information, contact Membership and Customer Services (1-800-321-4AMS or CUST-SERV@math.ams.org). Do I pay VAT (Value Added Tax) on the license fee? The answer to this depends on the location of the subscriber. For example, in Canada, the Commodities Special Unit of Customs has ruled that the GST (Goods and Services Tax) is paid on the value for export, in this case, just the Product Delivery Fee; the Data Access Fee is exempt. Current Mathematical Publications (CMP) and Mathematical Reviews Section Sets The pricing structure for subscriptions to Current Mathematical Publications and Mathematical Reviews Section Sets is independent of the Data Access Fee and is as follows: Current Mathematical Publications (CMP) List $377 Institutional Member $302 Individual* $226 * Available only to individuals at institutions that subscribe to Current Mathematical Publications Mathematical Reviews Section Sets Class 1 Section Sets Class 2 Section Sets Individual $87 $58 MR Reviewer $58 $39 For information, contact Membership and Customer Services (1-800-321-4AMS or CUST-SERV@math.ams.org). October 7, 1994 DEPS/DLR