FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
METADATA MANAGEMENT SERVICES
Cataloging and Metadata Subscriptions
Billing Code Description Requirements FY19 Price Rate DescriptionIndividual Cataloging & Metadata Subscription:
FIX1002 Monthly Custom Quote
FIX1162 Quarterly Custom Quote
FIX1172 Semi-Annual Custom Quote
FIX1052 Annual Custom Quote
FIX9832 Monthly Custom Quote
FIX9833 Quarterly Custom Quote
FIX9834 Semi-Annual Custom Quote
FIX9835 Annual Custom Quote
Cataloging & Metadata Group Services:GSC1082 Monthly Custom Quote
GSC1086 Quarterly Custom Quote
GSC1090 Semi-Annual Custom Quote
GSC1094 Annual Custom Quote
GSC4958 Group Services Contract Direct Bill Custom Quote
GSC9985 Monthly Custom Quote
GSC9986 Quarterly Custom Quote
GSC9987 Semi-Annual Custom Quote
GSC9988 Annual Custom Quote
Data Sync:Data Sync Single, Group and Retrospective Projects Custom Quote
Group Cataloging & Metadata Subscription including credits and related access 2:
OCLC Metadata Management Services include integrated online cataloging, contract and copy cataloging and a variety of other metadata services to meet libraries' needs, whether creating metadata, automating current systems, or having the cataloging done by OCLC.
Online cataloging via Connexion® and Z39.50 Cataloging, WorldShare® Collection Manager, WorldShare® Record Manager, Batch Services, the WorldCat® knowledge base, functionality such as NACO, PCC, CONSER, BIBCO, and more.
Individual Cataloging & Metadata Subscription including credits and related access 2:
Issued: April 18, 2018CONFIDENTIAL 1 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
METADATA MANAGEMENT SERVICES - Continued
CatExpress®
Billing Code Description Requirements FY19 Price Rate DescriptionCatExpress: 3
CXP2238 Individual 250 Titles $310.20 per year
CXP2057 Individual 500 Titles $621.30 per year
CXP2058 Individual 1000 Titles $1,237.85 per year
CXP2059 Individual 2000 Titles $2,481.45 per year
CXP2239 Individual 3000 Titles $3,719.25 per year
CXP2240 Individual 4000 Titles $4,957.00 per year
CXP2241 Individual 5000 Titles $6,203.85 per year
CXP2242 Individual 6000 Titles $7,437.55 per year
CXP2246 Individual 7000 Titles $8,684.20 per year
CXP6520 Texas Navigator Members of Texas Navigator Group Only
$120.00 per year
CXP2054 Group Custom Per Title CatExpress Subscription $1.27 per title
CXP2230 Excess Usage 4 CatExpress Subscription $1.30 per title
CatExpress provides basic copy cataloging and MARC record delivery for libraries cataloging 250–7,000 titles per year, per library
Issued: April 18, 2018CONFIDENTIAL 2 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
METADATA MANAGEMENT SERVICES - Continued
OCLC Contract Cataloging
Billing Code Description Requirements FY19 Price Rate DescriptionContract Cataloging:
MCS7130 Full Level Original/Upgrade Latin Alphabet Print 38.00$
MCS7132 Abbreviated Level Original/Upgrade Latin Alphabet Print 36.00$
MCS7133 Full Level Original/Upgrade Non-Latin Alphabet Print 67.00$
MCS7134 Abbreviated Level Original/Upgrade Non-Latin Alphabet Print 62.00$
MCS7136 Full Level Original/Upgrade Non-Print 90.00$
MCS7137 Abbreviated Level Original/Upgrade Non-Print 54.00$
MCS7138 Copy Cataloging 16.00$
MCS7139 Original, Upgraded, Copy Cataloging Request Quote
MCS7191 Setup Fee - Returning Projects 100.00$
MCS7194 Setup Fee - Latin Alphabet Print Projects 200.00$
MCS7195 Setup Fee - Non-Latin Alphabet Print Projects 400.00$
MCS7196 Setup Fee - Non-Print Projects 600.00$
MCS4316 RCON Input Request Quote
MCS4317 RCON Update Request Quote
MCS4318 RCON Held Item Request Quote
MCS4319 RCON Flagged item Request Quote
MCS7283 Shipping Shortfall Fee Request Quote
MCS7291 Non-Standard Editing Request Quote
Multiple levels of service, from copy cataloging, to record creation, to physical processing
Issued: April 18, 2018CONFIDENTIAL 3 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
METADATA MANAGEMENT SERVICES - Continued
Metadata Management Services - Dewey® Services
Billing Code Description Requirements FY19 Price Rate DescriptionWebDewey® New Users
DDC8376 Cataloging 1 user $324.45 annual subscription
DDC8381 Cataloging 2-9 users $718.90 annual subscription
DDC8378 Cataloging 10+ users $1,074.85 annual subscription
Group Per User Pricing New DDC8400 WebDewey Cataloging group / user $255.60 annual subscription
WebDewey RenewalsDDC9069 Cataloging 1 user Renewal $324.45 annual subscription
DDC4705 Cataloging 2-9 users Renewal $718.90 annual subscription
DDC9077 Cataloging 10+ users Renewal $1,074.85 annual subscription
Group Per User Pricing RenewalDDC9530 WebDewey Cataloging group / user Renewal $255.60 annual subscription
Dewey Decimal Classification® system for use in classifying materials
Issued: April 18, 2018CONFIDENTIAL 4 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
INTERLIBRARY LOAN & DELIVERY
WorldShare® ILL Subscriptions
Billing Code Description Requirements FY19 Price Rate DescriptionWorldShare ILL Subscription:
FIX4500 Monthly Custom Quote
FIX4508 Quarterly Custom Quote
FIX4509 Semi-Annual Custom Quote
FIX4510 Annual Custom Quote
FIX9836 Monthly Custom Quote
FIX9837 Quarterly Custom Quote
FIX9838 Semi-Annual Custom Quote
FIX9839 Annual Custom Quote
ILL Group Service Subscription:GSC4950 Monthly Custom Quote
GSC4951 Quarterly Custom Quote
GSC4952 Semi-Annual Custom Quote
GSC4953 Annual Custom Quote
GSC9996 Monthly Custom Quote
GSC9997 Quarterly Custom Quote
GSC9998 Semi-Annual Custom Quote
GSC9999 Annual Custom Quote
OCLC WorldShare Interlibrary Loan centralizes interlibrary loan workflows now managed in multiple systems. WorldShare ILL provides functionality to speed fulfillment of interlibrary loan requests and save time for library staff and library users.
WorldShare ILL Subscription including lending credits and related access 5:
WorldShare ILL Group Service Subscription including lending credits and related access 5:
Issued: April 18, 2018CONFIDENTIAL 5 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
INTERLIBRARY LOAN & DELIVERY - Continued
WorldCat Navigator®
Billing Code Description Requirements FY19 Price Rate DescriptionWorldCat Navigator: 6
WCN2068 Small Academic Library Group - Renewal Current Subscribers Only
WCN2070 Medium Academic Library Group - Renewal Current Subscribers Only
WCN2075 Large Academic Library Group - Renewal Current Subscribers Only
WCN2076 Small Public Library Group - Renewal Current Subscribers Only
WCN2077 Medium Public Library Group - Renewal Current Subscribers Only
WCN2079 Large Public Library Group - Renewal Current Subscribers Only
WCN2080 Small Mix Library Group - Renewal Current Subscribers Only
WCN2085 Medium Mix Library Group - Renewal Current Subscribers Only
WCN2128 Large Mix Library Group - Renewal Current Subscribers Only
VDX®
Billing Code Description Requirements FY19 Price Rate DescriptionVDX4170 VDX License Request Quote
VDX4171 VDX Application Services Request Quote
VDX4172 VDX Maintenance Request Quote
VDX4173 VDX License-Discount Request Quote
VDX4174 VDX Union Catalog and Data Load Services Request Quote
VDX4175 VDX Facilities Management (Annual Billing) Request Quote
VDX4176 VDX Technical Services Request Quote
VDX4177 VDX Host Subscription Request Quote
VDX4178 VDX Host Subscription--Discount Request Quote
VDX4179 VDX Facilities Management-Monthly Billing Request Quote
ORC4181 Oracle Runtime License Request Quote
ORC4182 Oracle Runtime Maintenance Request Quote
RMA4183 Remote Authentication Request Quote
RMA4184 Remote Authentication Maintenance Request Quote
ZMB4185 ZMBOL Indexing Service Request Quote
ZTW4186 Z2Web 39.50 Service Request Quote
ILL Fee Management (IFM)
Billing Code Description Requirements FY19 Price Rate DescriptionILL Fee Management:
IFM4549 ILL Fee Management (IFM): IFM Transactions WorldShare ILL Subscription
$0.25 per ILL Request filled through IFM
IFM4573 Check Payment Option WorldShare ILL Subscription
$781.88 per year
Resource sharing solution for groups
Resource sharing solution for groups
Eliminate individual ILL processing and payments
Issued: April 18, 2018CONFIDENTIAL 6 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
INTERLIBRARY LOAN & DELIVERY - Continued
ILLiad 7
Billing Code Description Requirements FY19 Price Rate DescriptionILLiad:
SOF4750 Annual License 1-1500 Requests WorldShare ILL Subscription
$3,131.22 annual license
SOF4751 Annual License 1501-5000 Requests WorldShare ILL Subscription
$4,699.79 annual license
SOF4766 Annual License 5001-10,000 Requests WorldShare ILL Subscription
$6,262.45 annual license
SOF4752 Annual License 10,001+ Requests WorldShare ILL Subscription
$7,831.01 annual license
SOF4762 Atlas Installation and Training WorldShare ILL Subscription
$2,500.00 one-time fee
SOF4763 Annual Satellite Site License WorldShare ILL Subscription
$1,568.56 annual license
SOF9706 OCLC Hosted Server 1 (1-5,000 Requests) WorldShare ILL Subscription
$4,560.41 annual subscription
SOF9708 OCLC Hosted Server 2 (5,001-10,000 Requests) WorldShare ILL Subscription
$6,085.27 annual subscription
SOF9710 OCLC Hosted Server 3 (10,001-20,000 Requests) WorldShare ILL Subscription
$7,603.05 annual subscription
Tipasa™
Billing Code Description Requirements FY19 Price Rate DescriptionTipasa:
PRI0006 Sub Monthly WorldShare ILL Subscription
Request Quote annual subscription
PRI0007 Sub Quarterly WorldShare ILL Subscription
Request Quote annual subscription
PRI0008 Sub Semi-Annual WorldShare ILL Subscription
Request Quote annual subscription
PRI0009 Sub Annual WorldShare ILL Subscription
Request Quote annual subscription
PRI0010 Custom WorldShare ILL Subscription
Request Quote annual subscription
Relais
Billing Code Description Requirements FY19 Price Rate DescriptionRelais D2D
REL9439 Relais D2D Request Quote annual subscription
The OCLC ILLiad Resource Sharing Management software (ILLiad) automates routine interlibrary loan functions
Tipasa is a cloud based ILL management system that allows you to manage patron requests and streamlines ILL workflows
Relais D2D integrates the end-user discovery experience with request management. D2D optimizes the user's ability to discover items of interest and get immediate access to or request delivery of the material with no staff intervention. Based on a modular open approach, a library can further optimize its options by combining the functionality in D2D with other systems and software making D2D the future for resource sharing
Issued: April 18, 2018CONFIDENTIAL 7 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
REFERENCE
WorldCat® Discovery Services
Billing Code Description Requirements FY19 Price Rate DescriptionWorldCat Discovery (premium) 8 Cataloging and WorldCat
Discovery SubscriptionRequest Quote annual subscription
WorldCat Discovery helps people easily find and get resources available at your library and in libraries worldwide through a single search of WorldCat and familiar, authoritative e-content collections. It also connects users to your collections via popular websites where people typically start their research.
Issued: April 18, 2018CONFIDENTIAL 8 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
FirstSearch/WorldCat® Discovery Services
Billing Code Description Requirements FY19 Price Rate Description
WCD8686 FirstSearch/WorldCat Discovery Request Quote annual subscription
FirstSearch Subscription:FTS4847 FirstSearch Request Quote annual subscriptionFTS0409 ArticleFirst® Current Subscribers Only
FTS0518 eBooks Current Subscribers Only
FTS0440 ECO A&I Current Subscribers Only
FTS0475 OCLC Collection Package Current Subscribers OnlyFTS5264 WorldCat® Dissertations Current Subscribers Only
FTS0502 WorldCat® Current Subscribers Only
FTS0415 Base Package Current Subscribers Only
FTS0515 Clase and Periodica Current Subscribers Only
FTS0445 ERIC Current Subscribers Only
FTS0460 GPO Current Subscribers Only
FTS0469 MEDLINE Current Subscribers OnlyFTS0479 PapersFirst® Current Subscribers Only
FTS0482 ProceedingsFirst® Current Subscribers Only
FTS0504 SCIPIO Request Quote
Group Catalog
Billing Code Description Requirements FY19 Price Rate DescriptionGCP9478 FirstSearch Group Catalog FirstSearch WorldCat
SubscriptionCurrent Subscribers Only
GSC4965 Group Catalog Implementation Fee $8,066.16 one-time charge
DGC6117 Discovery Group Catalog WorldCat Discovery Subscription
Request Quote
WorldCat® Local
Billing Code Description Requirements FY19 Price Rate DescriptionWorldCat Local Subscription WorldCat Discovery
SubscriptionCurrent Subscribers Only
Single search that connects all of a library’s materials—physical, electronic and digital—to the delivery services for those materials
A single view of your library group's resources
Access to the WorldCat database of worldwide library collections and a core collection of reference databases
Issued: April 18, 2018CONFIDENTIAL 9 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
QuestionPoint® Reference Management ServiceQuestionPoint® Online Reference
Billing Code Description Requirements FY19 Price Rate Description
Online Reference Tools Only Request Quote Based on FTE/Pop Served
Online Reference Cooperative Software + Staff Share Request Quote Based on FTE/Pop Served & Hours Contributed to Coop
Online Reference Cooperative Software + Staff Share + Backup Request Quote Based on FTE/Pop Served & Hours Contributed to Coop
Online Reference based on library cooperation. Includes software for interacting with patrons and managing your virtual reference service, as well as access to a global network of libraries who share their staff time to expand coverage and a staff of OCLC Backup Staff to guarantee 24*7 coverage.
Issued: April 18, 2018CONFIDENTIAL 10 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
Library Management
OCLC WorldShare® Management Services
Billing Code Description Requirements FY19 Price Rate DescriptionOCLC WorldShare Management Services OCLC Cataloging,
WorldShare ILL, and WorldCat Discovery Services Suite
WMS3835 see above Request QuoteWMS3836 see above Request QuoteWMS3837 see above Request QuoteWMS3838 see above Request QuoteWMS3846 see above Request QuoteWMS3847 see above Request QuoteWMS3848 see above Request QuoteWMS3849 see above Request QuoteWMS3834 Request QuoteWMS4706 Custom Development Request Quote
OCLC WorldShare License Manager OCLC Cataloging Subscription; WorldCat knowledge base (included with Cataloging Subscription)
WMS3825 see above Request Quote
WMS3826 see above Request Quote
WMS3827 see above Request Quote
WMS3828 see above Request Quote
WMS3829 see above Request Quote
WMS3830 see above Request Quote
WMS3831 see above Request Quote
WMS3832 see above Request Quote
WMS4422 Request Quote
OCLC WorldShare Report Designer OCLC WorldShare Management Services
WRD4825 see above Request Quote
WRD4828 see above Request Quote
OCLC Wise™The first Customer Engagement System for public libraries
Billing Code Description Requirements FY19 Price Rate DescriptionOCLC Wise
Request Quote
Request Quote
Request Quote
Request Quote
Request Quote
Request Quote
Request Quote
Monthly RenewalQuarterly RenewalSemi-Annual RenewalAnnual RenewalImplementation
Monthly
Quarterly
Monthly
Annual
Semi-Annual
Quarterly Renewal
Implementation
MonthlyQuarterlySemi-Annual
Annual
Monthly Renewal
Quarterly Renewal
Semi-Annual Renewal
Annual Renewal
Annual
The first cooperative management service for libraries
Semi-Annual Renewal
Monthly
Quarterly
Semi-Annual
Annual
Monthly Renewal
Issued: April 18, 2018CONFIDENTIAL 11 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
Request QuoteRequest Quote
WorldShare® Collection Evaluation
Billing Code Description Requirements FY19 Price Rate DescriptionWorldShare Collection Evaluation:
COL6363 Setup Fee Holdings in WorldCat $653.17 per OCLC symbol
COL6364 Group Holdings in WorldCat Request Quote
COL6366 < 100,000 WorldCat Holdings Holdings in WorldCat $1,492.97 annual subscription
COL6391 100,000 - 250,000 WorldCat Holdings Holdings in WorldCat $2,154.41 annual subscription
COL6436 250,001 - 500,000 WorldCat Holdings Holdings in WorldCat $4,310.01 annual subscription
COL6368 500,001 - 1 million WorldCat Holdings Holdings in WorldCat $8,933.02 annual subscription
COL6392 1 million-2 million WorldCat Holdings Holdings in WorldCat $12,639.46 annual subscription
COL6437 2 million+ WorldCat Holdings Holdings in WorldCat $18,470.79 annual subscription
WorldShare Collection Evaluation Renewals:COL7234 Group Holdings in WorldCat Request Quote
COL7236 < 100,000 WorldCat Holdings Holdings in WorldCat $1,492.97 annual subscription
COL7237 100,000 - 250,000 WorldCat Holdings Holdings in WorldCat $2,154.41 annual subscription
COL7248 250,001 - 500,000 WorldCat Holdings Holdings in WorldCat $4,310.01 annual subscription
COL7238 500,001 - 1 million WorldCat Holdings Holdings in WorldCat $8,933.02 annual subscription
COL7239 1 million-2 million WorldCat Holdings Holdings in WorldCat $12,639.46 annual subscription
COL7249 2 million+ WorldCat Holdings Holdings in WorldCat $18,470.79 annual subscription
WorldShare Collection Evaluation - Monthly:COL7106 < 100,000 WorldCat Holdings Holdings in WorldCat $1,086.81 annual subscription
COL7107 100,000 - 250,000 WorldCat Holdings Holdings in WorldCat $1,358.51 annual subscription
COL7108 250,001 - 500,000 WorldCat Holdings Holdings in WorldCat $1,630.21 annual subscription
COL7109 500,001 - 1 million WorldCat Holdings Holdings in WorldCat $1,901.92 annual subscription
COL7110 1 million-2 million WorldCat Holdings Holdings in WorldCat $2,173.61 annual subscription
COL7111 2 million+ WorldCat Holdings Holdings in WorldCat $3,260.42 annual subscription
WorldShare Collection Evaluation - Monthly Renewals:COL7113 < 100,000 WorldCat Holdings Holdings in WorldCat $1,086.81 annual subscription
COL7114 100,000 - 250,000 WorldCat Holdings Holdings in WorldCat $1,358.51 annual subscription
COL7115 250,001 - 500,000 WorldCat Holdings Holdings in WorldCat $1,630.21 annual subscription
COL7116 500,001 - 1 million WorldCat Holdings Holdings in WorldCat $1,901.92 annual subscription
COL7117 1 million-2 million WorldCat Holdings Holdings in WorldCat $2,173.61 annual subscription
COL7118 2 million+ WorldCat Holdings Holdings in WorldCat $3,260.42 annual subscription
Resource evaluation, comparison and planning
Annual RenewalImplementation
Issued: April 18, 2018CONFIDENTIAL 12 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
Digital Collection Services
CONTENTdm®
Billing Code Description Requirements FY19 Price Rate DescriptionCONTENTdm Base Fee Based on FTE/Pop-served,
Incl. 30GB collection +Incl. 30GB preservation archive +Incl. 1x OCR unit
Request Quote
CONTENTdm OCR Unit Additional OCR Units Request Quote
CONTENTdm Collection Size Additional collection size Request Quote
CONTENTdm Preservation Archive Size Additional preservation archive size
Request Quote
Digital Collection Management Software for storage, management and delivery of libraries' digital collections to users across the Web
Issued: April 18, 2018CONFIDENTIAL 13 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
WEB & DATA SERVICES
EZproxy® Authentication and Access Software
Non-HostedBilling Code Description Requirements FY19 Price Rate DescriptionEZP4271 EZproxy Proxy Software $550.00 one year subscription
EZP4086 EZproxy Proxy Software Dev Complimentary software developer version
EZproxy Hosting ServiceDescription Requirements FY19 Price Rate DescriptionEZproxy Hosting 9 Request Quote annual fee
EZproxy SaaSDescription Requirements FY19 Price Rate DescriptionEZproxy SaaS Request Quote annual fee
Issued: April 18, 2018CONFIDENTIAL 14 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
SUSTAINABLE COLLECTION SERVICES (SCS)
Billing Code Description Requirements FY19 Price Rate DescriptionSCS7030 SCS Project Set Up Fee $5,000.00 per data set
SCS7031 SCS Bib Record Fee Request Quote
SCS7032 SCS Project Consulting Request Quote
SCS7033 SCS Choice Data License Fee $550.00 one-time matching royalty
SCS7034 SCS Speaking/Presentation Fee Request Quote
SCS7035 SCS Travel Fee Request Quote
SCS7036 SCS Group Project Charge Request Quote
SCS provides data preparation and decision-support services to libraries seeking to share, store or right-size their print book collections. SCS supports individual libraries and groups with consulting services and GreenGlass, a web-based tool that enables visualization of and interaction with use data, holdings in other libraries, and many other data points.
Issued: April 18, 2018CONFIDENTIAL 15 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
CONSULTING & TRAINING
Consulting & TrainingBilling Code Description Requirements FY19 Price Rate DescriptionTRN9980 Training & Education - End User Request Quote
TRN9981 Training & Education - Metadata Request Quote
TRN9982 Training & Education - Management Services Request Quote
TRN9983 Training & Education - Resource Sharing Request Quote
TRN9984 Training & Education - Other Request Quote
Issued: April 18, 2018CONFIDENTIAL 16 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
OCLC Research Library PartnersBilling Code Description Requirements FY19 Price Rate DescriptionORL6984 OCLC RLP Annual Dues ORLP-1 Non-ARL/ All Other Library
Types$4,600.00
Annual SubscriptionORL6985 OCLC RLP Annual Dues ORLP- 2
ARL, ARL Qualified and National Libraries with <$35M Operating Expenses
$6,900.00
Annual SubscriptionORL6986 OCLC RLP Annual Dues ORLP-3 ARL, ARL Qualified and
National Libraries with $35M or more Operating Expenses
$10,200.00
Annual Subscription
Issued: April 18, 2018CONFIDENTIAL 17 of 19
FY19 United States Price List 1
Effective July 1, 2018 - June 30, 2019
FEDLINK Direct Express Option
FEDLINK Direct Express OptionBilling Code Description Requirements FY19 Price Rate DescriptionDIR0962 Direct Express Option for FEDLINK Libraries FEDLINK Membership Three-quarter percent of the total invoice
amount
Issued: April 18, 2018CONFIDENTIAL 18 of 19
OCLC FY18 United States Price ListEffective July 1, 2017 - June 30, 2018
Footnote Number Footnote
1OCLC makes substantial efforts to ensure the accuracy and completeness of this price list. However, changes or corrections may be necessary from time to time. Please refer to the OCLC Online Service Center for the most current version of the price list.
2 In FY2017, OCLC consolidated the cataloging credits and related access into the Cataloging and Metadata subscription. These product codes reflect those consolidations.
3CatExpress subscriptions are available for purchase by public libraries with 20,000 and fewer population served, and academic and community college libraries with FTE of 2,500 or fewer, and K-12 libraries, special libraries and federal libraries of any size.
4 Billed annually for excess usage at end of subscription period.
5 In FY2017, OCLC consolidated the ILL lending credits and related access into the WorldShare ILL subscription. These product codes reflect those consolidations.
6 All WorldCat Navigator groups require OCLC cataloging subscriptions, WorldShare ILL subscriptions and WorldCat Discovery subscriptions.
7 ILLiad is a trademark/service mark of Atlas Systems, Inc.
8
WorldCat Discovery Services Options pricing determined by FTE/Population Served:Academics:Large FTE: > 18,000Medium FTE: 6,001 - 18,000Small FTE: 2,500 - 6,000Very Small FTE: < 2,500Community Colleges/Votech:Large FTE: > 25,200Medium FTE: 8,001 - 25,200Small FTE: 3,500 - 8,000Very Small FTE: < 3,500Publics:Large Population served: > 378,000Medium Population Served: 126,001 - 378,000Small Population Served: 25,000 - 126,000Very Small Pop Served: < 25,000 Special Libraries/Federals:Large FTE: > 25,200Medium FTE: 8,001 - 25,200Small FTE: 3,500 - 8,000 Very Small FTE: < 3,500
9
EZproxy Hosted Tier determined by FTE/Population ServedAcademics:Tier 1 < 1K FTETier 2 1K < 2K FTETier 3 2K < 6K FTETier 4 >= 6K FTEPublics:Tier 1 < 21K Population ServedTier 2 21K < 42K Population ServedTier 3 42K < 126K Population ServedTier 4 >= 126K Population ServedOther Types: Request Quote
Issued: April 18, 2017 CONFIDENTIAL19 of 19
EXHIBIT C
Appendix 2
OCLC, Online Computer Library Center, Inc. Discount Program
Effective for the period July 1, 2018 to December 31, 2018
Subscription Payment Program (prepayments): A subscription interest equivalent to 2.0% Annual Percentage Rate (APR) will be applied to account balance at the end of each month based on that month’s average daily balance. Standard Payment Terms: Net amount payable 45 days from date of invoice. Prompt Payment Terms: Discount of .08% (.0008), which is equivalent to 2.00% APR is credited for payments received on or before the last day of the month following the invoice date. Late Payment Terms: Late payment service charge of 1% per month (12% APR) may be imposed on charges outstanding in excess of 45 days from the date of the invoice. Late payment service charges can be assessed monthly and will be calculated on the total number of days past due. Withdrawals: Withdrawal of remaining subscription payment program funds (or portions thereof) is not expected and subject to a written request and OCLC management approval. *-Annual percentage rates indicated are rounded.
Subscription Payment Program Description Page 2 of 2 Example of Subscription Payment Program:
o Assumptions: - Monthly Invoice Amount: $100,000
- Payment of $500,000 received by OCLC on July 15, 2018
o Account Activity and Discount Calculation Account
Balance 07/01/18 Beginning Balance $ 0 07/15/18 Cash Received $(500,000) (500,000) 07/31/18 Invoice 100,000 (400,000) 07/31/18 Subscription Credit 1 (425) (400,425) 08/01/18 Beginning Balance (400,425) 08/31/18 Invoice 100,000 (300,425) 08/31/18 Subscription Credit 2 (662) (301,087) 09/01/18 Beginning Balance (301,087) 09/30/18 Invoice 100,000 (201,087) 09/30/18 Subscription Credit 3 (496) (201,583) 10/01/18 Beginning Balance (201,583) 10/31/18 Invoice 100,000 (101,583) 10/31/18 Subscription Credit 4 (331) (101,914)
Subscription Credit Calculation: Month Average Daily Balance5 Credit 1 07/18 $ (254,839) x 30/360 x .020 $ (425) 2 08/18 $ (397,199) x 30/360 x .020 $ (662) 3 09/18 $ (297,753) x 30/360 x .020 $ (496) 4 10/18 $ (198,357) x 30/360 x .020 $ (331) 5 Average Daily Balance calculated is the sum of each day's balance divided by the actual number of days in the month.
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