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IN THIS DOCUMENT:

Policy Issues

The Domino Effect

Subsidizing - Which Way?

Information Value

Electronic Information Market

References




Social Responsibilities Discussion Group Paper

Fees for Library Services

Kristine Abelsnes

To charge or not to charge? Is that the equivalent for libraries to Hamlet's "to be or not to be?" Some say it is, some say it's not. The question of charging for library services is being discussed in many countries (and has been for years). It is a complex issue, and in my paper I will not be able to deal with it in detail, some will say that I maybe just scratch the surface. It involves all kinds of publicly funded libraries, and that in itself makes it complicated, as policies and principles that govern these different types of libraries are varied and sometimes unclear. I will , however, try to discuss what I consider to be the basic considerations and principles of this issue.

Policy Issues

To some it is a question of how to manage the charging practically, and so they organize workshops where economists and library managers will lecture on "how to do it." For others it is an issue that has deep political consequences for society and for different user groups. They will argue that it is not at all a practical, or even economic, question. It is a question of the very raison d'etre for publicly funded libaries. I am sure many librarians and politicians will agree in principle that library service is a common good, that free access to information is the backbone of a free and democratic society. As an example, here is a statement from the American Library Association: "The Association advocates funding and policies that support libraries as a great democratic institutions, serving people of all ages, income level, location, or ethnicity, and providing the full range of information resources needed to live, learn, govern, and work"(1).

And the UNESCO Public Library Manifesto states: "The public library shall in principle be free of charge. The public library is the responsibility of local and national authorities. It must be supported by specific legislation and financed by national and local governments. It has to be an essential component of any long-term strategy for culture, information provision, literacy and education."(4)

But alas, libraries are also exposed to economic recessions and reduction in funding, and this faces libraries constantly with the conflict between ideals and economic reality and the dilemma of at least two 'discriminations':

  1. If I start taking fees for library services, no matter how small and apparently within the economic capacity of the majority of users, I discirminate against those people who are not able to afford the library fees. They will no longer be able to use the library services and are therefore bereft of an important democratic right.

  2. If I don't take fees, I will not be able to offer special services that quite a few people will want and be able to pay for. Also these services might create revenue to be used for basic services.

This is often felt to be a real dilemma, and maybe it is.

BUT - we have to consider some important issues concerning libraries. Publicly funded libraries are most of all political instruments, they are not businesses. They have, in most countries, been established as the result of political decisions, for political reasons and to serve societal purposes. These reasons and purposes may not be the same in every country, and the importance of libraries may be differently emphasized, but usually there is some kind of basic idea that libaries have a role to play in cultural, educational and regional policy. Publicly funded libraries make information and literature available also to groups and individuals that are not (for some reason) being served by the market. Libraries are not in a monopoly situation in the information market. On the contrary. But the rest of the information market is essentially commercial. So far the commercial information and book market are not threatened by libraries. They have different roles and accept each others roles as long as the 'rules of the game' are followed. The problem is not the people who can afford to buy information, literature and entertainment. A lot of people do so today. The problem is the great economic differences in the world today, and how we in some small, but important way through the libraries can provide access for all to the world of information and the heritage of literature and the written word. The problem is that we strive to obtain equal access and that even small fees contribute to the opposite.

At a seminar at the Indaba in Harare last year, a librarian from Bulawayo talked about how he had been told by the library board to charge an annual fee for using the library. This fee was quite small, but the result was that a lot of children who used to go the library before (when access was free) had stopped coming after the annual fee was introduced. They simply did not have the money, neiher had their parents, or their parents were not able not put the library high up on their priority list. So there it is, whether we like it or not. Surveys from Europe show the same - if payment for library services is introduced, use of the library goes down significantly, especially among children and young people. So if we think there is excess use of library services, then charging is a way to deal with that. If it is in the interest of society to limit access in that way, that is another issue.

We see now a trend in countries where public library services have been free of charge, to consider payment for what is often called "fringe" or supplemental services. What these services may be, differs widely, and that in itself should make some alarm bells ring. There is no consensus in the library or the political community as to what constitutes a basic library service that should be free of charge, and what are so called spesial, value-added or supplemental services for which one can charge. Some say it is online services, some say it is service to businesses or video rental or urgent action-services, others say it is all services that are very expensive for the library. Some academic libraries charge external users, some don't. Charging policies differs from libary to library, from country to country and has also differed during time. What is expensive today, may be cheap tomorrow. What is a special service today, may be common tomorrow. This in itself should make us very wary.

A list compiled by Alice Sizer Warner on services that some American libraries charge for, consists of some 40 different items, including access to the library, book loans, ILL and general information in addition to photocopies, training and SDIs.(5) This indicates that there is a great variety in what is being charged, and that it is a matter of where you live, what university library you use etc. What then happened to equal access?

However, it is common practice in libraries to charge for overdue books and photocopies (which the user can keep). But here the user has an alternative: He or she can deliver the books on time or can borrow, take notes or read on site instead of making a photocopy.

The Domino Effect

It might not be unreasonable that a library charges for some of it services, and quite a few users will be more than happy to pay for some value-added services. But - there is a danger here of the so-called domino effect. Once you start charging for this, you might as well charge for that. It can be extremely difficult to draw the line between charged services and no-charged services, and librarians will be under constant pressure to charge more in order to increase revenue and/or reduce the use of expensive services.

So, the following example from the UK is not unique when it comes to what arguments are used for introducing fees :

"At Queen's University as student numbers rose and funds decreased relatively, staff found it increasingly difficult to provide a "free" service to external users who were becoming more information conscious and more demanding. On the 15th May 1990 the Senate of the University agreed "that the Library be permitted to introduce a fee-based library and information service". It was felt that this would generate some additional income and also enable the library to provide a service to people outside the university who needed it while limiting numbers to a manageable level."(3)

Subsidizing - Which Way?

The question of generating revenue through charging can however have undesired side-effects. A lot of the libraries who have indtroduced special fee-based services may find that these services do not subsidize the 'basic' library services as intended. In fact, often these fee-based services are delivered at a price that does not cover the actual costs involved in delivering the services. If that is the case, then libraries may experience that these services are being subsidized by the very same services that they were intended to bring additional funding to. There are examples that some libraries have discontinued their fee-based services for that reason. A closer scrutiny into the economics of the charging and the revenue accumulated showed that they were in fact taking resources from the public good services.

This is a general problem when publicly funded institutions enter the market. It is not easy to separate the business part from the rest of the operation. But that is probably a practical issue, after all. It is, however, another matter whether a library should at all enter the commercial market and not stay on its side of the playing field. This has been the way libraries and the market have coexisted for a long time, and most often to the benefit of both parties.

Information Value

Information has a value. Information is not as such free. Someone pays for it and pays to make it available through the libraries. Usually the information in libaries is paid for by public funds. So indirectly people are paying through taxes. Libraries are considered a common good, and making use of the libraries is not dependent on how much taxes you pay or if you pay taxes at all.

People who defend the no-charge principle do not say that information has no value and therefore should be free. What they say is that information has a value also on a larger scale than as a mere commodity, access to information has a political side to it, and that is why libraries are established. It is not just an effective way of information distribution, it is also an effective way of wealth distribution. Between what is now called the information rich and the information poor.

Electronic Information Market

The information market is increasingly becoming international. This is especially true about the electronic information market. The lines drawn between libraries and the information marketplace are now more blurred. The library without walls is meeting a market without walls. In the electronic world some will argue that libraries have no place unless they join the market. They have to play along to be part of the race. The most effective way of distributing information is now directly from the author to the user. Intermediaries like publishers or libraries will be obsolete in a matter of time etc. They look at libraries as a deviation, a temporary means of distributing information. There are strong economic interests behind these arguments. But very often they forget or try to minimize the political basis of libraries.

I am not saying that libraries should operate in the marketplace in direct competition with the commercial markets. With the libraries' free access policy there is attached limitations to what a library can do. For instance: they can not make copies of books and distribute them for free or in any other way violate the rights of the author. They can not make databases available off site unless they have a specific agreement with the data base vendor.

Often the limitations are connected to copyright law. Libraries have had some privileges and exceptions from general copyright regulations in the printed world. These privileges and exceptions have made libraries able to give free access to information and literature that otherwise would only be availbale in the market for a price.

Copyright for electronic information is now being modelles. What will be the role of libraries in this new regime?

The then president of the Norwegian Library Association, Frode Bakken, gave a presentation at the EBLIDA conference and workshop "New developments in electroniccopyright", Copenhagen 12-13 February 1998. In his paper he says:

"If the societal need for library activities does not need to disappear in the digital future. That is only if we believe that market forces by itself will take care of wealth distribution in general and in our field, cultural policy, educational policy, regional policy and the need for democratic access to information. I do not think these aims will be fulfilled by market forces alone.

As we hear it is said - access free of charge is not acceptable in a successful system and can be considered maybe the main obstacle to the development in the digital age. If libraries change their role and enter into the commercial chain and become normal or maybe "unnormal" commercial outlets, there are of course some grave political problems connected to this. The political support for publicly financed libraries is to a large extent historically - and also today - connected to the library ability to open access to everybody in society - being part of the project to reduce the gap between information rich and information poor. In this respect the library is the tool in general for fulfilling this aim. So if free-of-charge libraries vanish on a large scale, we must expect that political support for financing the library will diminish and maybe fade away. This means that the library has to increase the income from charges up to market price and will eventually become an integrated part of the market. These considerations are especially relevant to public library policies but also to a large extent to academic library policies..." (2)

I agree with him that it is important to hold on to the principles of free access to information as a political instruments also in new regimes and in the so-called digital world. The media changes, but the importance of the role of libraries in the development of society does not. This is not being fundamentalist or unrealistic. This is a way ahead for libraries that I believe will strengthen their position.

References

  1. ALA Goal 2000

  2. Bakken, Frode: "The possible role for libraries in the digital future" (EBLIDA conference and workshop "New developments in electroniccopyright", Copenhagen 12-13 February 1998)

  3. Latimer, Karen: "Free To Fee: The Current Account From An Academic Library" (62nd IFLA General Conference - Conference Proceedings - August 25-31, 1996)

  4. UNESCO Public Library Manifesto

  5. Warner, Alice Sizer: "Making Money : fees for library services" (1989)

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