Transcript Slide 1

Collective Purchase of eBooks
eCollection development for Scotland: an Easy
approach?
Richard Parsons, Wendy Walker, Jeremy Upton
Applicable
Affordable
Timely
Valuable
Legal
Flexible
Manageable
Innovation(!)
Significant consortium using a tender framework to
achieve a value proposition for all
Publishers
Staff
Students
Librarians
Administrators
Financial
Officers
Also – a learning process
SCOPNet / SHEDL / APUC eBook Purchase
eBook purchasing in the
HE Sector in Scotland.
Big numbers?
 Annually spending about
£4M on books & eBooks
 About ½ currently on
eBooks
 Collectively committed to
work together to spend
about £4M over 4 years
– if value achieved
 Further invested time,
effort, thought,
consultation, travel, trust.
Why eBooks?
SCURL – (1977- Scottish
Confederation of University and
Research Libraries)
SCOPNet – (1999- SCURL
Procurement Network)
SHEDL – (2009 – Scottish Higher
Education Digital Library)
APUC (2007- Advanced Procurement
for Universities and Colleges)
SCOPNet / SHEDL / APUC eBook Purchase
Principles underpinning
our thinking about
eBook acquisition.
 Fair proportional
contributions from all
 Same access for all HE
students and staff
 Openness about
affordability &
expectations
 Commitment (£) up front
& for contract period
 Cooperation not
competition
 Legal compliance (EU
Tender limit)
Scotland HE – eBook Purchase
Project – The People
Alison Redpath,
Michael McLaughlin,
Liz Stevenson,
Jill Evans,
Barbara Houston,
Wendy Walker,
Jeremy Upton,
Richard Parsons.
Additional core people at
different stages.
Evaluators at every
institution.
Directors and administrative
staff to facilitate the
cooperation
NLS as an administrative
partner
SCOPNet / SHEDL /APUC eBook Purchase
Just completed
 Covers about £1M expenditure per year
 Divided into three lots
 Lot 1 – Title by title purchase from resellers (Dawsons, EBL
& Askews)
 Lot 2 - DRM-free packages purchased direct from
publishers (£600k including VAT per annum)
 Lot 3 – Aggregator packages from companies - EBSCO,
Proquest, SWETS
E-collection Development For Scotland – An Easy Approach?
FOCUS
O N L O T 2 : E B O O K C O L L E C TI O N S
WITH UNCONSTRAINED DRM
Getting there and research
16.00
 DRM
14.00
 Aggregators: changing
10.00
8.00
6.00
4.00
% Sales
2.00
Pearson Education
Wiley-Blackwell
Oxford University Press
Cambridge University Press
Sage
Palgrave Macmillan
Elsevier Science & Technology
Wiley
0.00
Taylor & Francis
business models
 Increase level of access
to high quality, relevant
and front list eBooks to
students and academics
12.00
Routledge
 Expectations/demand
% Ebook Sales by Top 10
Publishers
Model A – Access and Annual Full List Purchase
Perpetual rights to 2013 titles purchased in 2014
Number of titles
2010
2011
2012
2013
2014
2015
2016
2017
2018
Perpetual rights to 2014 titles purchased in 2015
2010
2011
2012
2013
2014
2015
2016
2017
2018
Perpetual rights to 2015 titles
purchased in 2016
2010
2011
2012
2013
2014
2015
2016
2017
2018
Access to yellow lists provided to ensure initial access as the purchase periods are
developed. Purchase is made from the previous year, and access is provided to the
following year to ensure publisher material is available. Olive colour indicates
previously purchased material.
Model B –Full List Leased Access
Access rights to 2014 and all previous eBooks
published or available
Number of titles
Pre 1990 1990 to
2011
2012
2013
2014
2015
2016
2017
2018
Access rights to 2015 and all previous eBooks
published or available
Pre 1990 1990 to
2011
Pre 1990 1990 to
2011
2012
2012
2013
2013
2014
2014
2015
2015
2016
2017
2018
2016
Access rights to 2016 and all
previous eBooks published or
available
2017
2018
Model C – Access and Evidence-Based Purchase
Yellow indicates access, green
is evidence-based purchased
at the end of 2014
2011
2012
2013
2014
2015
Number of titles
2010
2016
2017
Yellow indicates access, green
is evidence-based purchased
at the end of 2015, olive
colour is previously
purchased titles
2010
2011
2012
2013
2014
2015
2016
2017
Yellow indicates access, green
is evidence-based purchased
at the end of 2016, olive
colour is previously
purchased titles
2010
2011
2012
2013
2014
2015
2016
2017
eBook Purchases by Tender
Lot 2: Direct purchase of DRM-free eBook packages
Outline parameters
Issue tender
Indicate £
Accept
publisher
submissions
Purchase / lease / EBS
Evaluate
submissions
quality
Purchase £
Evaluate
submissions
cost
Favourable?
Publishers
now belong on
a Framework
Evaluate
collectively
Finalise bids
received
Open mini
competition
Negotiation
Results
5 deals
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Palgrave
Elsevier
Wiley
Sage
Oxford University Press
 Approx 30k DRM free
eBooks for use in Scotland
HE
 Evidence base model for
most deals
Time for reflection
eBook procurement
 What we have learned
 What opportunities have developed
 What next
Acceptance by Scottish HE community of innovative
approach with risk
Benefitted from the rigour of formal tendering
Time for reflection
Value
 Heavily discounted average cost per title
 Institution cost for access to 28,000 eBooks =
2,200 print books
 DRM free access
 Lower cost for processing orders
 Consistency for community
Time for reflection
What we have learned
 Timing of contract awards
 Content coverage
 Refine the tender document
 Focus on key services: MARC records and supply to resource
discovery services
 Understanding of value of purchase models
 Key role of usage data
 Appropriate multiplier?
Time for reflection
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5.3
Metadata
The Contractor:
Shall adhere to international standards relating to bibliographic data. Where works have been
made available in parts (e.g. chapters) Contractors should ensure that internationally
recognised standards of description are used to identify these elements. International standard
book numbers should be used for eBook versions of works;
Must be able to advise libraries on eBook availability from print ISBN data provided by the
library;
Shall provide, at no additional cost, the option for libraries to take MARC21 records for all ebooks either at point of delivery or by arrangement with individual libraries. For Lot 1 It is
expected that this will be within 1 working day of receipt of the order.
Must have a robust, regular updating service for MARC records (Lots 2 and 3 only)
Shall provide MARC records to include as a minimum the following fields:
 Author
 Title
 ISBN
 Publication information
 Url to content
Must indicate their plans for implementation of Resource Description & Access (RDA);
Shall be open to individual libraries specifying MARC record customisations;
Time for reflection
What opportunities have developed
 New payment arrangements, greater efficiencies
Single payments for multiple deals
 One organization to manage payments
 Benefits of working together around a shared set of
common data
 New models for managing content and associated
services?
 Scottish Digital Library?

Virtuous Circle
Shared services
New Opportunities
Time for reflection
What next
 Further mini-competitions
 Review tendering process
 Focus on key services: MARC records
 Focus on content coverage
 Consider partner feedback
 Review purchasing models: what is best for the community
 Review the purchasing process: how can we do it better
 Encourage participation from other key target publishers
 Develop the culture of tendering
Questions?