CLOCKSS: Business History - Revision history

Ntay: restoring post-2016 edits

2019-08-12T21:43:58Z

restoring post-2016 edits

Dshr at 18:39, 30 September 2013

2013-09-30T18:39:53Z

Dshr: Initial version

2013-09-26T23:14:26Z

Initial version

New page

= CLOCKSS: Business History =

The CLOCKSS Archive transitioned from an initiative with part-time outreach support to fulltime management of outreach, financial processes, and marketing efforts in late January 2011. Randy S. Kiefer began as the first fulltime Executive Director of the CLOCKSS Archive. From that date, the organizational environment has stabilized and grown steadily.

== Business Performance ==

The performance of the archive is noted in the following measurements (as of 3/31/2013):
{| class="wikitable"
|-
! scope="col"| Library Recap
! scope="col"| 31-Dec-10
! scope="col"| 31-Dec-11
! scope="col"| 31-Dec-12
! scope="col"| 30-Sep-13
|-
| Governing Libraries (GL)
| | 12
| | 12
| | 12
| | 12
|-
| Supporting Libraries incl. GL
| | 86
| | 139
| | 246
| | 314
|-
| Year over year increase
| | 59
| | 53
| | 107
| | 68
|-
|}

{| class="wikitable"
|-
! scope="col"| Publisher Recap
! scope="col"| 31-Dec-10
! scope="col"| 31-Dec-11
! scope="col"| 31-Dec-12
! scope="col"| 30-Sep-13
|-
| Governing Publishers (GP)
| | 11
| | 11
| | 11
| | 11
|-
| Participating Publishers incl. GP
| | 33
| | 63
| | 120
| | 170
|-
| Year over year increase
| | 15
| | 30
| | 57
| | 50
|-
|}

== Critical Factors ==

The critical factors for the sustainability of the archive is a steady number of renewing supporting libraries, a steady growth in the number of publishers, and the spread of revenues across the various fee levels. The underlying support of the technical work performed by the LOCKSS team is focused on the total income derived from publishers in the form of annual participation fees and ingests fees for their content. In 2011, the revenue level achieved a solid level of coverage of the technical team’s expenses. In 2012, the level of labor absorption, i.e. Total Fees from Publishers divided by the Total Costs of the LOCKSS Team) grew from 78.5% to 85%. The optimal goal is 90% or better, and this is reflected in our projections documented in the [[CLOCKSS: 2013-2018 Budget|CLOCKSS 5-Year Budget]].

== Relevant Documents ==
* [[CLOCKSS: 2013-2018 Budget]]
* [http://www.clockss.org/clockss/Supporting_Libraries Supporting Libraries]
* [http://www.clockss.org/clockss/Participating_Publishers Participating Publishers]

@@ Line 5: / Line 5: @@
 == Business Performance ==
-The performance of the archive is noted in the following measurements (as of 3/31/2013):
+The performance of the archive is noted in the following measurements:
 {| class="wikitable"
 |-
 ! scope="col"| Library Recap
-! scope="col"| 31-Dec-10
+! scope="col"| 31-Dec-13
-! scope="col"| 31-Dec-11
+! scope="col"| 31-Dec-14
-! scope="col"| 31-Dec-12
+! scope="col"| 31-Dec-15
-! scope="col"| 30-Sep-13
+! scope="col"| 31-Dec-16
 |-
 | Governing Libraries (GL)
@@ Line 21: / Line 21: @@
 |-
 | Supporting Libraries incl. GL
-| | 86
+| | 710
-| | 139
+| | 722
-| | 246
+| | 747
-| | 314
+| | 672
 |-
 | Year over year increase
-| | 59
+| | 464
-| | 53
+| | 12
-| | 107
+| | 25
-| | 68
+| | (75)
 |-
 |}
@@ Line 37: / Line 37: @@
 |-
 ! scope="col"| Publisher Recap
-! scope="col"| 31-Dec-10
+! scope="col"| 31-Dec-13
-! scope="col"| 31-Dec-11
+! scope="col"| 31-Dec-14
-! scope="col"| 31-Dec-12
+! scope="col"| 31-Dec-15
-! scope="col"| 30-Sep-13
+! scope="col"| 31-Dec-16
 |-
 | Governing Publishers (GP)
 | | 11
-| | 11
+| | 10
-| | 11
+| | 10
-| | 11
+| | 10
 |-
 | Participating Publishers incl. GP
-| | 33
+| | 178
-| | 63
+| | 204
-| | 120
+| | 211
-| | 170
+| | 217
 |-
 | Year over year increase
-| | 15
+| | 58
-| | 30
+| | 26
-| | 57
+| | 7
-| | 50
+| | 6
 |-
 |}
@@ Line 64: / Line 64: @@
 == Critical Factors ==
-The critical factors for the sustainability of the archive is a steady number of renewing supporting libraries, a steady growth in the number of publishers, and the spread of revenues across the various fee levels. The underlying support of the technical work performed by the LOCKSS team is focused on the total income derived from publishers in the form of annual participation fees and ingests fees for their content. In 2011, the revenue level achieved a solid level of coverage of the technical team’s expenses. In 2012, the level of labor absorption, i.e. Total Fees from Publishers divided by the Total Costs of the LOCKSS Team) grew from 78.5% to 85%. The optimal goal is 90% or better, and this is reflected in our projections documented in the CLOCKSS: 2013-2018 Budget.
+The critical factors for the sustainability of the archive is a steady number of renewing supporting libraries, a steady growth in the number of publishers, and the spread of revenues across the various fee levels. The underlying support of the technical work performed by the LOCKSS team is focused on the total income derived from publishers in the form of annual participation fees and ingests fees for their content. The optimal goal is 90% or better. By 2016 and 2017, fees from publishers reached 99% of the technical costs.
 == Relevant Documents ==
-* CLOCKSS: 2013-2018 Budget (available on request)
+* Confidential: CLOCKSS financial filings 2014-2016; 2017 budget; 2018-2020 preliminary budgets
 * [http://www.clockss.org/clockss/Supporting_Libraries Supporting Libraries]
 * [http://www.clockss.org/clockss/Participating_Publishers Participating Publishers]