The Consortial Collection: Lessons from SHEDLs Approach to

The Consortial Collection: Lessons from SHEDLs Approach to

The Consortial Collection: Lessons from SHEDLs 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? Scottish Higher Education Digital Library Richard Parsons University of Dundee Chair of SHEDL SG/WG

Classification of Information 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 SHEDL Principles 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 SHEDL Features 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.

Collection of Journals Collection of eBooks, Books, Multimedia, Databases, Bibliometric tools Types of Purchasing Consortia Centrally funded German DFG JISC eCollections Ireland - IREL France BSN, ISTEX Russia ICOLC Closed - compulsory Open - optional JISC Collections NESLI opportunities

WHEEL SURFMart SHEDL Arizona State Uni. Consortium eBooks Fin-eLib Collaboratively funded 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 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 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 - 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 and the Big Deal consequences SHEDL and step changes in title number SHEDL Complexities and Developments Partnering 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 Purchases Potential mechanisms for eBook purchase: Title by title from publishers (list price) Title by title from aggregators (tender for supply) Lease Publisher packages (subject or total packages Purchase / lease PDA (and variants) from aggregators PDA (and variants) from publishers But how can we compare and judge value?

How can we determine eBook value within bundles? Partnership for eBook provision Key: Lease Purchasing Purchased Pre 1990 1990-1999 2000-2003 2004-2007 Example License 2008 2009

2010 2011 2012 2013 No access No access No access 2014 2015 2016 2017 50,000 51,000 52,020

Optio nal continuation based on both parties continued agreement on fair terms Determining eBook Value Idealised 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 Pricing Assumes 500 books per year available in uniform fashion Key: Lease Purchasing Purchased

Pre 1990 1990-1999 2000-2003 2004-2007 No access No access No access 33 0 0 6.71 38.03 0 12.86 10.93 85.7

5 5 30 No access No access No access 16.44 0.00 0.00 3.34 20.86 0.00 6.41 5.99 41.11 3.06 3.39 23.08

Pre 1990 No access No access No access 2008 2009 2010 2011 4.75 4.03 3.43 10.55 4.75 4.03 14.06 10.55 4.75

18.75 14.06 10.55 19.43 3.43 19.43 4.03 22.86 31.64 2012 100 0 0 2013 100 0

2014 2015 2016 2017 50,000 51,000 52,020 100 100 100 100 Fractional costs on a year basis 1990-1999 2000-2003 2004-2007 Pre 1990 License cost (ex VAT)

2008 2009 2010 2011 2.37 2.21 1.65 5.26 2.60 1.93 7.01 5.79 2.28 9.34 7.71 5.06

11.88 2.10 13.19 2.46 15.52 19.35 2012 49.83 0.00 0.00 2013 54.84 0.00 2014

2015 2016 8,537 0 0 1,736 9,838 0 3,327 2,828 22,171 2008 2009 2010 47.97

61.15 1,229 2,729 3,637 1,043 1,229 2,729 887 1,043 1,229 4,851 3,637 2,729 2012 25,870 0 0 2013 25,870 0 2014 25,870 440.82

50,000 51,000 52,020 67.89 2011 591.49 163.53 147.29 130 2017 76.92 Fraction of total costs over 3 year period 1990-1999 2000-2003 2004-2007 Total 3 153,020 year

45,000 46,000 47,000 Total 3 138,000 year Total (relative) 200.68 182.35 208.46 2015 2016 45,000 46,000 47,000 2017 Actual 50,000 51,000

52,020 Value sum 51,916 47,174 53,929 eBook Value If 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 Reader Author Conventional publishing Conventional - Green access

Conventional - author pays - Gold OA journals author pays - Gold Open Open (after 6 months in PubMed or repository) All open (University investment to

secure discount) Universities / Societies invest to support and sustain publishing All open Archive Subscription and Gold OA cost modelling SCURL Library Challenges Hot 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)

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