Transcript Document

Scottish Higher Education Digital
Library (SHEDL)
Richard Parsons
University Librarian (at Dundee)
Chair of SHEDL
[email protected]
- The Scottish Library Consortium (SHEDL)
- Open Access
- Recent SHEDL eBook Tender
SHEDL Location
Scottish Higher Education Digital
Library (SHEDL)
- The Scottish Library Consortium (SHEDL)
SCURL Characteristics
Scottish Confederation of University & Research Libraries has the
formal status of a independent voluntary association,
supported by National Library of Scotland
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As a smaller confederation began work in 1977
Has clear aims to benefit the users and Library operations
Has a constitution, officers, representatives and voting procedures
Chair, Vice Chair, Secretary, Treasurer
Operates via Officers, Plenary, Business Committee and Working
Groups
• Plenary meets 4 X per year, BC 4 X per year
Environment for HE Library Management and Collaboration in Scotland
CILIP
SLIC
RLUK
British Library
National Museum
of Scotland
SCONUL
National Library
of Scotland
SCURL
UK Library
Colleges
LIBNET COP
Scotland’s Colleges
Public Libraries
School Libraries
NHS eLibrary
18 Scottish HE Institutions + NLS + NMS +
Open University + Edinburgh & Glasgow
Public Reference Libraries
SCURL Business Committee
SCURL Business Plan
SCURL Service Development Manager & support
SHEDL
SCOPNET
SDLC
eBooks Conference
IRIScotland
Research Collections
SCURL Working Groups
HEIDS
SFC
JISC & JISC
Collections
SCURL Characteristics
SCURL Working Groups
• SCOPNet Books
• SCOPNet Periodicals
• Scottish Higher Education Digital Library (SHEDL)
• Access Group
• Health Group
• Special Needs Group
• Walk-In Access Group
SCURL Characteristics
SCURL Affiliated Groups
• SDLC – Scottish Digital Library Consortium (shared
Library systems services & procurement)
• Music and Audio Resources Scotland Group (MARS)
• Rare Books in Scotland Group (RBIS)
• Scottish Universities Special Collections & Archives
Group (SUSCAG)
• Scottish Visual Arts Group (SVAG)
• Scottish Working Group on Official Publications
(SWOP)
SCURL - Scottish Higher Education Digital Library (SHEDL)
SHEDL works to secure collaborative access to digital
content for Scottish HE
• Set of principles
• Procures mainly via JISC Collections
• Contracts with individual publishers (3800 + titles)
• 20% of Institutional Library
• budgets
• eJournal bundles, multimedia,
• bibliometric tools, OA APCs, eBook packages.
Types of Purchasing Consortia
Centrally funded
German DFG
JORUM
Ireland - IREL
France – BSN,
ISTEX
JISC
eCollections
Russia
ICOLC
Closed - compulsory
Open - optional
CRIStin
WHEEL
JISC Collections
NESLI opportunities
SHEDL
Arizona State Uni.
Consortium eBooks
Fin-eLib
Collaboratively funded
SURFMart
SHEDL Structure
SCURL
18 Scottish HE Institutions + NLS + NMS +
Open University + Edinburgh & Glasgow
Public Reference Libraries
SCURL Business Committee
SCURL Plenary Committee (all)
SHEDL
Steering Committee
Working Group
Chair
Vice-chair
WG Lead
Negotiators
SHEDL
Administrator
SCOPNET
Procurement of books,
some ebooks and
paper journals
SHEDL
Principles
• Common access to all in Scottish HE (+NLS & NHS)
• Cost contributions based on historic cost
• Access sustained to entire collections
• 3 – 4 year contracts, including transfer titles
• Minimal annual increases
• APC compensation requested
• Manage by regular coverage audits
Publisher Costs for Scottish Universities
1% of University
budget is currently
spent on Library
resources, mainly
serials
Publisher Costs for Scottish Universities
Elsevier
Other non-SHEDL
Other SHEDL
Jove
ACS
Wiley
IEEE
Thomson Reuters
Sage
OUP
CUP
SHEDL - Managed
Taylor & Francis
Springer
IoP
Palgrave
Current SHEDL Contracts & Cost
2009
2010
2011
Springer 1
SHEDL Contracts
2012
2013
2014
2015
2016
2017
2018 Current cost
(Inc VAT)
Springer 2
Springer eBooks
ADIS 1 (6)
CUP 2
CUP 1
CUP eBooks
ACS 1
ACS 2
EUP 1
Berg 1
OUP 1
Portico 1
IEEE 1
Project Muse 1
Intellect 1
ACS 3
EUP 2
Bloomsbury 2
OUP 2
IEEE 2
PM 2
Sage 1
SSD Open Access
Jove
WoK / WoS / JCR
Karger
Brill
ASME
Times Digital Archive
ACM
Active
Contracts
£5,088,437
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8
10
11
13
18
SHEDL Electronic Collection
Managing 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
• Single access management (perhaps in future)
• 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)
• Secure renewal
SHEDL Collection Development
How to decide on targets:
- Invite suggestions from SHEDL institutions
- Audit current coverage
- Listen to offers from publishers
- Propose tender-based bids
And when a target is identified….
SHEDL Collection Expansion
How can a closed consortium agree?
- Trust
- Knowledge of offer & interest
- Acceptance 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 – Complexity in Resource Acquisition
Items
Intermediaries
CUP
Sage
Sage
eBooks
ACM
IEEE
Science D CINAHL
SWETS
EBSCO
Con. Online
Agent
Eduserve
License
NLS
Banker
APUC
Neg. L
Jisc Coll.
Neg L B
Neg. L B
SHEDL
Neg.
Neg.
Neg.
Banker
Banker
Neg. L
License
12 HE
5 HE
Banker
Neg.
Neg.
License
Institutions
18 HE
+ NLS
18 HE
+ NLS
18 HE
+ NLS
18 HE
+ NLS
8 HE
Single Payment Solution
• Calculate the annual commitment
• Institutions deposit this with Jisc Collections in
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September each year
Uni Library staff authorise each payment by
email/secure web-form
Individual publishers paid collectively by JC
Interest paid on the money deposited
Any changes openly managed
Refunds would be possible
Scottish Higher Education Digital
Library (SHEDL)
- Open Access
We are here
Funding Scholarly Publishing and Access
Authors
Conventional
Articles
Green
Articles
Researchers
Gold APCs
Reviewers /
Editors
Pure Gold OA
Journals
Readers
Repositories
Total cost of
research per
article can be
estimated at
$100,000
Subscriptions
Subscription
Journals
Funding Scholarly Publishing and Access
Conventional
Articles
Authors
Salaries
Green
Articles
Researchers
Research
funding
APCs
Gold APCs
Reviewers /
Editors
Funders
Salaries
Pure Gold OA
Journals
Readers
Consortial
purchase
Total cost of
research per
article can be
estimated at
$100,000
Subscriptions
Pay per view
Libraries
Repositories
Costs
Subscription
Journals
Open Access and REF 2020
Access
Journal
Author’s
original
article
Peer review
process
Repositories
Author’s
accepted
manuscript
Discovery
Pure
Discipline
Rep. e.g.
PubMed
Access (+ embargo)
Gold
Final
published
version
Green
Final
published
version
Exception
Final
published
version
SHEDL Managing Open Access
• Most making APCs payments for Gold (also
recommending Green where possible)
• Pursuing the recovery of APC against subscription
– Substantial discount (90%) for APC for comprehensive
subscription payment (Sage)
– Gold for Gold – APC vouchers for comprehensive
subscription payments (RSC)
– Subscription offset – Reduced annual cost, based on
previous year APC collective payments (new)
• Also package purchase of APCs, small discount
schemes, Libraries funding OA publishing
Scottish Higher Education Digital
Library (SHEDL)
- Recent SHEDL eBook Tender
APUC / SHEDL eBook Purchase
Just completed
• Covers about £1M expenditure per year
• Divided into three lots
• Lot 1 – Title by title purchase from resellers (Coutts,
Dawsons)
• Lot 2 - DRM-free packages purchased direct from
publishers (£600k per annum)
– Now providing access to 28000 eBooks from Elsevier,
Oxford University Press, Palgrave, Sage, Wiley
• Lot 3 – Aggregator packages from companies like
EBSCO, Proquest, SWETS
eBook Value
If you can determine an estimated depreciation curve for
a set of books, then you can estimate 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
Determining eBook Value
Idealised model of depreciation
0 to 5 years – 25%
6 to 15 years – 15%
15 + years – 5%
Number of titles (expected to be > 95% of publisher titles)
SHEDL Recommended Model A – Access and Annual Full List Purchase
Perpetual rights to 2013 titles purchased in 2014
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.
Number of titles (expected to be > 95% of publisher titles)
SHEDL Recommended Model B –Full List Leased Access
Access rights to 2014 and all previous eBooks
published or available
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
2012
2013
2014
2015
2016
2017
2018
Access rights to 2016 and all previous
eBooks published or available
Pre 1990 1990 to
2011
2012
2013
2014
2015
2016
2017
2018
Number of titles (expected to be > 95% of publisher titles)
SHEDL Recommended Model C – Access and Evidence-Based Purchase
Yellow indicates access, green is
evidence-based purchased at
the end of 2014
2010
2011
2012
2013
2014
2015
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
SHEDL 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
SHEDL eBook Contracts
1990
2000
Springer
Cambridge
2008
2009
2010
2011
CUP
Wiley
2014
2015
2016
CUP
Elsevier
OSO and UPSO
Palgrave
Sage
2013
Springer eBooks
Elsevier
Oxford
2012
Palgrave
Sage (5 collections)
Wiley
£800k estimate per annum
2017
SHEDL eBook License Characteristics
Standardise ?
1. Complete perpetual purchase of annual collection
2. Lease of entire collection
3. Evidence Based Purchase including lease of current
five year collection
– All institutions gain access
– Evidence based items purchased at multiplier of 2 (3?)
– Full access rolls forward one year, each year
• At tender call – ensure comprehensive participation
• Run mini-competitions regularly
Scottish Higher Education Digital
Library (SHEDL)
- Where Next for SHEDL?
Where next for SHEDL?
1. Capitalise on KB Plus centralised
administration
2. Target effort to include all the major
publisher bundles (IoP, Wiley, Taylor &
Francis, Elsevier)
3. Continue to achieve high renewal rate
4. Centralise administration to reduce
collective effort
5. Continue SHEDL expansion for eBook
package purchase