the consortial collection: lessons from shedl’s approach to collection digital collections and new...
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The Consortial Collection: Lessons from SHEDL’s Approach to Collection
• Digital collections and new study behaviour• SHEDL characteristics• Consortial collection – common elements• Operation of a consortium - challenges• eBooks – opportunities and value• Extend, join or create a consortium?
Richard ParsonsUniversity of Dundee
Chair of SHEDL SG/WG
Scottish Higher Education Digital
Library
Classification of InformationHearsay
Open
Licensed
Local
Distant
Unlicensed
Confidential
Unknown
Unconsidered
Libraries manage
Collections in purple
My desk working environment
- PC- Phone- Multiple screens- iPad- Pen & paper- Drink- Food - Colleagues close
Increasingly digital
Changes to Student Study Practices
- Student PC (processing)- Student phone (communication)- Student iPad (eBook)- Chargers- Pen & paper (processing)
Changes to Student Study Practices
- Food- Drink- Textbook- Student PC (processing)- Student phone (communication)- Student iPad (eBook)- Chargers- Pen & paper- Colleagues close
The Utilisation of Our Collections
- Food- Drink- Textbook- Student PC (processing)- Student phone (communication)- Student iPad (eBook)- Chargers- Pen & paper
Collections in purple
SCURL - Scottish Higher Education Digital Library (SHEDL)
SHEDL works to secure collaborative access to digital content for Scottish HE
• Set of principles• Procures via JISC Collections• Contracts with individual publishers (1877 titles)• 10-15% of Institutional budgets • eJournal bundles to date, now also eBook packages
SHEDLPrinciples• Common access to all patrons in HE• Electronic only provision (DD for print)• Cost contributions based on historic cost• Maintain core subscriptions, access full bundle• 3 year contracts, ideally including transfer titles• Minimal annual increases
SHEDLFeatures• Annual renewals with 3 to 4 publishers each year.• Existing publishers are: Springer, ACS, CUP, OUP, EUP, Berg,
Portico, Intellect, Project MUSE, (IEL & IEEE).• Recent agreement on the first joint purchase of an eBook
package (Springer).• Face challenges in engaging with additional publishers who see
growth in Scotland.• Face challenges in changing budgets and/or remit of
institutions.• Continuing to develop and considering a more comprehensive
approach to developing a digital library.
Types of Purchasing Consortia Centrally funded
Collaboratively funded
Open - optionalClosed - compulsory
Ireland - IREL
WHEEL
German DFG
JISC eCollections
SHEDL
JISC Collections NESLI opportunities
SURFMart
France – BSN, ISTEX
Russia
Arizona State Uni.Consortium eBooks
Fin-eLib
ICOLC
SHEDL Electronic CollectionManaging a digital collection• Easier for the students• No physical constraints• Does require virtual management processes (clearing
catalogue, link resolvers etc)• Efficiency in shared procurement and management• Expanded collection for many SHEDL partners• Common collection across Scotland• Other aspects of collection support could follow –
single LMS, single discovery system, single IL instruction,
Publisher Benefits on Partnering with SHEDL
Sustaining their business• Single invoice and administrative efficiency• 3 year bundle deal with sustained income• Focus sales effort elsewhere• Extend sales through formats – journals, eBooks,
course packs, multimedia• Preferential access to Scottish authors (originators)
SHEDL Collection DevelopmentHow to decide on targets:- Invite suggestions from SHEDL institutions- Audit current coverage- Listen to offers from publishers- Propose tender-based bidsAnd when a target is identified….
SHEDL Collection ExpansionHow can a closed consortium agree?- Trust- Full knowledge of offer and institutions- Acceptance of fair pricing models
- Historic purchase- Usage modification when appropriate- Payment by institutional academic income- Allowance for specialist institutions
- Acceptance that not every deal in beneficial for all- Some difficult and challenging discussions- Celebrate the achievements
SHEDL Complexities and DevelopmentsPartnering with Publishers- Need to cope with VAT transitions- Need to agreed transfer title developments- Need to agreed institutional merger policies- Wish to see expansion to NLS, FE and alumni- Wish to see open access dealt with fairly- May underestimate the importance of our researchers
to the publication/purchase cycle
SHEDL eBook PurchasesPotential mechanisms for eBook purchase:
But how can we compare and judge value?
Publisher packages (subject or total packages
Title by title from aggregators (tender
for supply)
Lease
Title by title from publishers (list
price)
PDA (and variants) from aggregators
PDA (and variants) from publishers
Purchase / lease
How can we determine eBook value within bundles?
Partnership for eBook provision
Key: Lease Purchasing Purchased Example License cost (ex VAT)
Pre 1990 1990-1999 2000-2003 2004-2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
No access £50,000No access £51,000No access £52,020
Optional continuation based on both parties continued agreement on fair terms
Determining eBook ValueIdealised model of depreciation
0 to 5 years – 25%6 to 15 years – 15%15 + years – 5%
Calculations can allow for depreciation and purchase / lease components
Partnership for eBook provision Model PricingAssumes 500 books per year available in uniform fashion
Key: Lease Purchasing Purchased License cost (ex VAT)
Pre 1990 1990-1999 2000-2003 2004-2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017Total (relative)
No access 33 6.71 12.86 4.75 10.55 14.06 18.75 100 £50,000 200.68No access 0 38.03 10.93 4.03 4.75 10.55 14.06 0 100 £51,000 182.35No access 0 0 85.7 3.43 4.03 4.75 10.55 0 0 100 £52,020 208.46
£153,020Total 3 year 591.49
5 19.43 3.43 4.03 31.64 100 £45,000 163.535 19.43 22.86 100 £46,000 147.29
30 100 £47,000 130
£138,000Total 3 year 440.82
Fractional costs on a year basisPre 1990 1990-1999 2000-2003 2004-2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
No access 16.44 3.34 6.41 2.37 5.26 7.01 9.34 49.83 £50,000No access 0.00 20.86 5.99 2.21 2.60 5.79 7.71 0.00 54.84 £51,000No access 0.00 0.00 41.11 1.65 1.93 2.28 5.06 0.00 0.00 47.97 £52,020
3.06 11.88 2.10 2.46 19.35 61.15 £45,0003.39 13.19 15.52 67.89 £46,000
23.08 76.92 £47,000
Fraction of total costs over 3 year periodPre 1990 1990-1999 2000-2003 2004-2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Actual Value sumNo access £8,537 £1,736 £3,327 £1,229 £2,729 £3,637 £4,851 £25,870 £50,000 £51,916No access £0 £9,838 £2,828 £1,043 £1,229 £2,729 £3,637 £0 £25,870 £51,000 £47,174No access £0 £0 £22,171 £887 £1,043 £1,229 £2,729 £0 £0 £25,870 £52,020 £53,929
£1,565 £6,083 £1,074 £1,262 £9,905 £31,305 £45,000 £51,194£1,565 £6,083 £7,156 £31,305 £46,000 £46,110£9,392 £31,305 £47,000 £40,697
eBook ValueIf you can determine an estimated depreciation curve for a
set of books, then you can determine value based on:- Lease- Bundle purchase- Purchase / lease combinations- PDA (another form of purchase / lease combination)Beware:- New editions- Title price multipliers (consortium or textbooks)- Storage cost savings- Hosting charges- Value by usage data
And Finally!
Extend, Join or Create a Collection Consortia?
Experience from SHEDL:- Builds and sustains the collections- Maintains costs- Shares the workloads- Does require commitment- Builds trust, cooperation, friendship
Our Collections – Any Questions?Richard Parsons [email protected]
Publication and Access
Conventional publishing
Conventional - Green access
Conventional - author pays - Gold
OA journals – author pays - Gold
Universities / Societies invest to support and sustain publishing
Author Reader
£
£
Open £
All open
All open
£ £
£ £
Archive
Open (after 6 months in PubMed
or repository)
£
(University investment to secure discount)
£
SCURL Library ChallengesHot topics:• Financial constraints• Coping with high
occupancy• Digital transition
(traditional – books, print journals, storage, disposal)
• Digital transition (digital - wifi, BYOD, mobile, power, bandwidth, VAT, formats, change)
• Digital transition (literacies – staff and student)