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1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

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Page 1: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

1

SHEDL

Scottish Higher Education

Digital Library

Liz Stevenson & Tony Kidd

UKSG Conference, April 2010

Page 2: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 2

Context

Scottish HE tradition of co-operation Manageable size Separate funding arrangements Competitive concerns Research Pools Examples of other consortia

Page 3: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 3

History

Previous attempts to implement ‘Scotland-wide’ access too ambitious Cross-sectoral funding

Continuing concerns over patchy access Investigative funding from Principals of

Glasgow/Edinburgh Universities

Page 4: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 4

Investigative Study

May-October 2007 SCURL sponsored – Scottish Confederation of University and

Research Libraries John Cox Associates Ltd Interviews

Libraries University administrators/Universities Scotland Academics/Research Pools Stakeholders – Scottish Funding Council/JISC etc

Report launched Oct 2007 SCURL website: scurl.ac.uk

Page 5: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 5

Relationship with JISC Collections/NESLi2

Strong consensus that SHEDL should work within JISC Collections framework

SFC and Principals expect SHEDL to co-exist with and complement JISC

But wish to fill in gaps, to move away from ‘opt-in’ arrangements, to ensure overall access for Research Pools

Plus possibility of wider range of deals (recognising NESLi2’s current work with ‘small/medium publishers’)

Page 6: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 6

Structure & governance

SCURL SHEDL Steering Group

Interest groups SHEDL Working Group

Buy-in from all 19 HEIs Procurement – APUC

Page 7: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 7

Practical aspects…

Publishers Practical work Benefits Costs Process Impact

Page 8: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 8

Phase 1

Steering Group & Working Group – collaborative working

Initial agreement to work with 3 publishers, covering a wide range of subjects

Agreements for 2009-2011 with: American Chemical Society Cambridge University Press Springer

Page 9: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 9

Costs

Costs are fixed at the start of the contract, with agreed annual price caps

SHEDL institutions continue to fund their own subscriptions, and do not expect to pay more than before

Option to buy print at ddp Reduced overheads – single payment and

early payment where possible

Page 10: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 10

Process

Verification of holdings and expenditure with each publisher

Confirmation of contract entitlement Licence agreement, based on JISC Model

Licence Local consultation on print retention Adjustments to holdings – link resolvers &

opacs Monitoring of usage – locally and centrally

Page 11: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 11

Phase 2

Consultation across all 19 HEI’s 40 nominations 6 publishers approached, following consultation with

JISC 3 new publisher agreements for 2010-2012

Berg Edinburgh University Press Oxford University Press

Portico licensed across SHEDL

Page 12: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 12

Phase 3 – in progress

Consultation process completed 46 nominations 7 publishers identified for 2011 Institutions providing details of expenditure

and holdings Negotiation process underway

Page 13: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 13

Benefits – HEI’s

Institutional buy-in and support Shift to e-only Single payment Proof of concept

widening access, increased availability of content, increased usage, efficiency gains

Page 14: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 14

Benefits - Publishers

Reduced overheads – single point of contact for administration and invoicing

Wider dissemination of content Improved compliance Encourages adoption of e-only

Page 15: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 15

Impact – the users

More content, accessible at the point of need 1800+ titles available Increase in usage across all Phase 1

publishers, and across all institutions Usage increased by 41% from 2008 to 2009 Analysis shows that previously non-

subscribed titles are being used

Page 16: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 16

Issues

Impact on intermediaries and consortial purchasing agreements

Impact on institutional workflows Monitoring – within and across institutions,

changing patterns of use Resource Discovery and findability User expectations are raised – sustainability Budgets – impacts on collection management

decisions

Page 17: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 17

Evaluation

RIN – Evaluation of the impact of SHEDL John Cox Associates Usage data Interviews – academics/librarians Reporting July 2010

JISC Collections – Bloc payment mechanisms Cost redistribution criteria Albert Prior/John Cox Experience elsewhere/modelling Reporting June 2010

Page 18: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 18

Formats

E-journals so far, plus Portico E-books Databases/full-text Backfiles

Page 19: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 19

Sectors

National Library of Scotland Portico

National Health Service Current discussions

Further Education Scottish Funding Council includes both HE and FE

Page 20: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 20

Funding

Scalability/viability? UK countries/regions ‘Journals as infrastructure’ Top-slicing – current climate??

Page 21: 1 SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

April 2010 UKSG Conference, Edinburgh 21

Questions/Discussion

Tony Kidd [email protected]

Liz Stevenson [email protected]

Kidd, T. Collaboration in electronic resource provision in university libraries: SHEDL, a Scottish case study. New Review of Academic Librarianship, 15 (1), 2009, pp 97-119