METADATA MANAGEMENT SERVICES

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





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




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



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







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





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





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




INTERLIBRARY LOAN & DELIVERY

WorldShare® ILL Subscriptions

Billing Code Description Requirements FY19 Price Rate DescriptionWorldShare ILL Subscription:









ILL Group Service Subscription:GSC4950 Monthly Custom Quote




GSC9996 Monthly 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:




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




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


SOF4766 Annual License 5001-10,000 Requests WorldShare ILL Subscription


SOF4752 Annual License 10,001+ Requests WorldShare ILL Subscription


SOF4762 Atlas Installation and Training WorldShare ILL Subscription

$2,500.00 one-time fee

SOF4763 Annual Satellite Site License WorldShare ILL Subscription


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


SOF9710 OCLC Hosted Server 3 (10,001-20,000 Requests) WorldShare ILL 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


PRI0008 Sub Semi-Annual WorldShare ILL Subscription


PRI0009 Sub Annual WorldShare ILL Subscription


PRI0010 Custom WorldShare ILL 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




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.




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




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.




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








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




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


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






WorldShare Collection Evaluation - Monthly:COL7106 < 100,000 WorldCat Holdings Holdings in WorldCat $1,086.81 annual subscription






WorldShare Collection Evaluation - Monthly Renewals:COL7113 < 100,000 WorldCat Holdings Holdings in WorldCat $1,086.81 annual subscription






Resource evaluation, comparison and planning

Annual RenewalImplementation




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




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




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.




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




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




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


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.

METADATA MANAGEMENT SERVICES

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