Transcript Diapositiva 1

II Seminàrio de Consòrcios de Bibliotecas Italo-Ibero-Americanas (SCBIILA)
E-resources and consortia in
Italy: past, present and future
Paola Gargiulo
CASPUR
[email protected]
Current situation
 Currently Italian universities (over 80) + various research centre access to a
variable number of e-resources (e-journals, A&B databases and e-books)
mainly through consortial deals
 The access takes place through publisher’s website and through local
loading/archiving (parallel access)
 There is no national portal to access toll- based e-resources
 A national portal for OA e-prints, doctoral theses, conference proceedings
(PLEIADI- Portale Letteratura Elettronica Italiana Archivi e Depositi
Istituzionali)
3 consortia
 Italian universities and Italian university libraries do not have a strong
tradition in cooperation
 The role of two supercomputing consortia: CILEA and CASPUR
 In the late nineties (1998-99) 3 interuniversity initiatives took place to
provide access to the new emerging scholarly electronic resources :
CILEA Digital Library, CIBER/CASPUR and CIPE
 Cooperation in purchasing electronic resources was the outcome of the
ITC developments and as well as the response to the so called
“periodicals crisis”
 In 1999 3 different contracts were signed with Elsevier Science
A consortium of 11 universities
based in central and northern Italy
Members:
11
universities
Subscribers:
over 40
universities +
various
research
centres and
hospitals, all
together
about 100
institutions
What is CILEA?
Interuniversity
Supercomputing
Institutions
which offers
different types of
services
also to non
members..
Funded
by the ministry of
University
& Research Miur
A group of 26
universities
cooperating
in purchasing
e-resources and
in sharing
knowledge,
experience in the
digital library
field.
CIBER is
supported by
CASPUR for
administrative
and technical
services.
CASPUR is
funded by MIUR
What happened since 1999
 The 3 consortia started negotiating e-journals together since 2000-01
 Some contracts were and are currently signed together (ACS, Kluwer/
Springer, Kluwer Law International) under a master contract,
 Few are still negotiated and handled individually by each single consortia
(Blackwell, JSTOR, Oxford University Press,) others are signed by CILEA
and CIBER together ( Annual Reviews, BioOne, IOPP, Nature, Science,
Royal Chemical Society, Wiley),
 A&B databases are negotiated in few cases in national deals (Sci-finder
Scholar through CILEA) or by interconsortial deals (WOK, SCOPUS, etc)
or by single institutions
 Not all the contracts are signed by all consortia neither by all the
members of the same consortia (the latter it is not true for CIPE)
What happened in 2006
 CRUI- Conference of Rectors of Italian Universities Library Committee- a 3 year
project called CARE- Coordinamento per l’accesso alle risorse elettroniche
 CRUI assembly approval and the project started out at the end of 2006
 CARE: 3 consortia (CILEA- Digital Library, CIBER/CASPUR, CIPE)+ 3
rapresentatives of the Italian universities
 Objectives are: improving access and services related to e-resources at
national level, promoting national deals, act on govt on VAT issues or other
issues penalizing e-resources and their dissemination, promoting national
solutions for long term preservation
 CARE initiated the first national deal: the renewal of Elsevier Science contract
in 2007- still under negotiations- Negotiators: Content Complete + local
consultant under the lead and supervision of CARE group.
 Since July 2007 the renewal of Springer contract is negotiated too under CARE
aegis with no consultants
Reasons and objectives for aggregating
 Periodical crisis and cuts in the library budgets
 Access to more information and application of economy of scale
 Strenghten the buying power of Italian universities
 Develop strategies and adopt business models that better suit Italian
research and education
 Lead the collection development process
 Permanent access and long term preservation
 Shared print archive
How they work
 CIPE - legal status: a consortium since 2007, CIBER and CILEA- Digital Library
no legal status, their organization is more informal and more loose, they
respectively have the legal and financial support from CASPUR and CILEA
 Members pay a fee (CIBER and CIPE) in case of CILEA they pay a % on each
contract
 Each consortia has a Steering Committee. Inclusion policies are different,
CIPE has a very strict policy
 Sharing costs within the consortia are applied differently in each consortia
 Universities neither consortia get any extra funding from the central
governament, each university pays out of its library budget or out of special
funds allocation (print and electronic fee, the latter is advanced by CASPUR
(for CIPE and CIBER) and by CILEA for CILEA subscribers)
Negotiations
 CILEA Digital Library - Negotiations are handled by CILEA staff with the
support of the Steering Committee
 CIPE - Negotiations are handled by a contract out consultant under the
lead and the supervision of members of the Steering Committee
 CIBER - Negotiations are handled by members of the steering
committee together with CASPUR staff and in some cases with the
assistance of a contract out consultant (contracts signed together with
CIPE)
 Pro and Cons of a contract out- consultant
Negotiations (cont.)
 E-resources of interest are selected by universities (CIPE and CIBER)
 Publishers are then contacted by negotiators. There are few cases when publishers
approach consortia first
 A pre-negotiating phase is devoted to collect information about the publisher, its current
pricing models, to collect literature on the web, exchange information when possible
with colleagues abroad, to analyze institutional needs
 A first call of interest takes place when negotiations start, consortial members
responding to the call are kept informed during the negotiations process (through
reserved mailing lists) and are asked to keep the information confidendial
 Most of the contracts allow new members to join later on during the year at the same
conditions
 CILEA has a different approach, contacts publishers, gets offers from publihsers,
negotiates them with publishers in collaboration with other consortia
Access and consortia promotion
 CARE website gives information about CARE actitivities and negotiations (it is mainly
addressed to librarians and university administrators)
 CARE is just starting an awareness activity addressed to the research community
about the issues regarding costs of scholarly publishing
 Each consortia mantains its website and promotes information about their own
activities by using different type of technologies (rss feeder, blogs, newsletter,
emailing, etc)
 Consortial website are more oriented to professional staff then end-users,
 Each consortia conducts several activities beyond consortial purchasing (training
courses for library staff, training courses for end-users, sharing sw on a consortial or
regional basis, organizing open days to present new products from subscribing
publishers, holds regular meetings with its members)
Access and websites
 Each university has its library website and some are building interesting
portals
 A good number of them adopt integrated solutions to manage access to
digital resources (meta search engines, linking resolvers, etc) purchased on
an individutal basis or through regional or consortial deals, provide help desk
services and often online reference services (ask a librarian)
 End-users either access resources directly through publishers website, or
through CILEA and CASPUR digital platforms, or through specific A& B
databases (Pubmed, Sci-finder Scholar, WOK, Scopus, etc), through library
website and more often through Google Scholar, Google
Users
 CASPUR and CILEA make available to the authorized endusers based on the contract signed by each institution a local
digital platform consisting of over 6 million articles from major
publishers. They both offer help desk services to end-users
 CASPUR and CILEA committment to long term preservation
 These two digital platforms are not a replica of each other, they
will be in the near future
 CASPUR conducts surveys and statistical usage studies on its
platform
Statistics usage
 Each consortia collects and analyzes statistical data on each contract
 Using data from publisher’s website and from local platform
(CIBER/CASPUR and CILEA)
 CASPUR and the university of Messina, a CIBER member, provide
statistical data from CASPUR local digital platform, by generating statistical
data according to Counter journal reports 1 and 2 . They are currently
working on a solution based to collect data from local platform and from
publishers websites by using SUSHI protocol
 An in-depth analysis of statistical data of Elsevier journals has been
conducted on in house and publisher data in view of the current national
deal
Critical issues
 Different library systems : centralization and autonomy
 Consortia empowerment : still weak compared to the strong publishers
conglomerates
 Costs of resources increase and library budget decrease (the latter not
everywhere and not at the same pace or in the same field of knowledge)
 Maintenance of contract or renewal become very critical for some institutions
 Business models: more flexibility
 Big deal: is still sustainable?
Critical issues (cont.)

Other business models: core list of journals +
peripheral list. Are feasible for national
contracts?
Move to e-only makes centralized library
funding and long term preservation two urgent
issues
Shared print archive: some experiments are
carrying out
Critical issues (cont.)
 More measuraments are needed : research output and
usage of electronic resources. More knowledge about
users,their behaviours, their needs is required
 Improvement of services to end-users
 AAI intiative (Shibboleth)
 More training for end- users
Cooperation with other consortia
 Italy has been an example of cooperation with other consortia
within the country!!
 Cooperation vs Competition
 Role of INFER- Italian National Forum of Electronic Resources
 Cooperation with SELL- Southern European Library Link
 Exchange of experience, knowledge,
 First interconsortial negotiations: ALSP- Sweets Deal
Future prospects
CARE : stable national initiative and gets some
central funding
More involvement with OA initiatives
Italian library Consortia and SCOAP initiative
A stronger international cooperation to share
experience, competence, knowledge (SELL, ICOLC,
SCBIILA)
thank you for the attention
Cited web sites
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CARE- http://www.crui-care.it
INFER – http://www.infer.it
CILEA- Digital Library – http://cdl.cilea.it
CIBER – http://www.uniciber.it
CASPUR- http://www.caspur.it
CIPE – http://www.unicipe.it
PLEIADI –
http://www.openarchives.it/pleiadi