SHEDL

1. 1 SHEDL Scottish Higher Education Digital Library Negotiating together: the present and future role of consortia in academic library purchasing Tony Kidd JIBS Workshop, York, December 2010

2. December 2010 JIBS Workshop, York 2 Context Scottish HE tradition of co-operation Manageable size Separate funding arrangements Competitive concerns Research Pools Examples of other consortia

3. December 2010 JIBS Workshop, York 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

4. December 2010 JIBS Workshop, York 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

5. December 2010 JIBS Workshop, York 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’)

6. December 2010 JIBS Workshop, York 6 Structure & governance SCURL SCOPNet SHEDL Steering Group Interest groups (6), NLS SHEDL Working Group Buy-in from all 19 HEIs Procurement – APUC

7. December 2010 JIBS Workshop, York 7 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

8. December 2010 JIBS Workshop, York 8 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

9. December 2010 JIBS Workshop, York 9 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

10. December 2010 JIBS Workshop, York 10 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

11. December 2010 JIBS Workshop, York 11 Phase 3 Consultation process completed 46 nominations 7 publishers identified for 2011 Agreements for 2011-13 Intellect Project Muse

12. December 2010 JIBS Workshop, York 12 Phase 3 - Difficulties Negotiations more difficult this year Agreements with publishers with greater ‘market penetration’ already achieved Publishers still expecting market growth More difficult for libraries to commit Collaboration more essential in world of funding cuts, but also more difficult

13. December 2010 JIBS Workshop, York 13 Benefits – HEIs Institutional buy-in and support Shift to e-only Single payment Cost containment Proof of concept widening access increased availability of content increased usage efficiency gains Shared services agenda

14. December 2010 JIBS Workshop, York 14 Benefits - Publishers Reduced overheads – single point of contact for administration and invoicing Wider dissemination of content Improved compliance Encourages adoption of e-only Cash flow – protects market

15. December 2010 JIBS Workshop, York 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

16. December 2010 JIBS Workshop, York 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

17. December 2010 JIBS Workshop, York 17 Evaluation - RIN Evaluating the impact of SHEDL John Cox Associates/Frontline GMS Usage data Interviews – academics/librarians Single year http://www.rin.ac.uk/our-work/using-and-accessing-information-resources/evaluating-impact-shedl Launched November 2010

18. December 2010 JIBS Workshop, York 18 Evaluation - RIN Impact of SHEDL Confirmed overall usage increase of 41%, compared with 22% ‘average’ annual increase Wide variation in increases – single year – whether or not titles already accessible Some evidence that Research Pool participants benefiting Heavy use of top 10 titles, but also long tail Cost/use variable, and declining (by 20%+)

19. December 2010 JIBS Workshop, York 19 Evaluation - RIN Impact of SHEDL – interviews SHEDL accentuates existing trends Access/convenience/power browsing Student expectations/VLE/Google Cross-institutional research Marketing – variations Large target list of publishers Extend to e-books/databases/datasets/back runs

20. December 2010 JIBS Workshop, York 20 Evaluation – JISC Coll Bloc payment mechanisms Cost redistribution criteria Albert Prior/John Cox Not specifically SHEDL Experience elsewhere/modelling http://www.jisc-collections.ac.uk/Reports/Bloc-Payment-for-online-journals/ Launched July 2010

21. December 2010 JIBS Workshop, York 21 Evaluation – JISC Coll Bloc payment mechanisms – findings No ‘magic formula’ Six consortia using cost distribution models Size Expenditure Usage

22. December 2010 JIBS Workshop, York 22 Evaluation – JISC Coll Bloc payment mechanisms Authoritative/credible data JISC Banding Institutional income Research/contract income Staff/student numbers Not usage Variable Discourages promotion etc

23. December 2010 JIBS Workshop, York 23 Evaluation – JISC Coll Bloc payment mechanisms Use >1 variable Transition period, from ‘current spend’ Maximum rate of change Top-slicing…

24. December 2010 JIBS Workshop, York 24 Sectors National Library of Scotland Portico National Health Service Current discussions Further Education Scottish Funding Council E-books - Springer

25. December 2010 JIBS Workshop, York 25 Funding Scalability/viability? Funding cuts? UK countries/regions ‘Journals as infrastructure’ Top-slicing – current climate?? Elsevier/Wiley negotiations in coming year

26. December 2010 JIBS Workshop, York 26 Questions/Discussion Website – under development http://scurl.ac.uk/WG/SHEDL/index.html Gillian Anderson, Chair SHEDL Steering Group gillian.anderson@uhi.ac.uk Tony Kidd, Vice-Chair tony.kidd@glasgow.ac.uk 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 http://eprints.gla.ac.uk/7637/ Kidd, T. & Stevenson, L. SHEDL – the Scottish Higher Education Digital Library: an update. Serials, 23(3), 2010, pp 196-200 http://eprints.gla.ac.uk/44955/