SHEDL

1. SHEDL Scottish Higher Education Digital Library Liz Stevenson & Tony Kidd UKSG Conference, April 2010

2. Context • Scottish HE tradition of co-operation • Manageable size • Separate funding arrangements • Competitive concerns • Research Pools • Examples of other consortia UKSG Conference, Edinburgh

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 UKSG Conference, Edinburgh

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 UKSG Conference, Edinburgh

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’) UKSG Conference, Edinburgh

6. Structure & governance • SCURL • SHEDL Steering Group • Interest groups • SHEDL Working Group • Buy-in from all 19 HEIs • Procurement – APUC UKSG Conference, Edinburgh

7. Practical aspects… • Publishers • Practical work • Benefits • Costs • Process • Impact UKSG Conference, Edinburgh

8. 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 UKSG Conference, Edinburgh

9. 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 UKSG Conference, Edinburgh

10. 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 UKSG Conference, Edinburgh

11. 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 UKSG Conference, Edinburgh

12. Phase 3 – in progress • Consultation process completed • 46 nominations • 7 publishers identified for 2011 • Institutions providing details of expenditure and holdings • Negotiation process underway UKSG Conference, Edinburgh

13. Benefits – HEI’s • Institutional buy-in and support • Shift to e-only • Single payment • Proof of concept • widening access, • increased availability of content, • increased usage, • efficiency gains UKSG Conference, Edinburgh

14. Benefits - Publishers • Reduced overheads – single point of contact for administration and invoicing • Wider dissemination of content • Improved compliance • Encourages adoption of e-only UKSG Conference, Edinburgh

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 UKSG Conference, Edinburgh

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 UKSG Conference, Edinburgh

17. Evaluation • RIN – Evaluation of the impact of SHEDL • John Cox Associates • Usage data • Interviews – academics/librarians • Reporting July 2010 • JISC Collections – Bloc payment mechanisms • Cost redistribution criteria • Albert Prior/John Cox • Experience elsewhere/modelling • Reporting June 2010 UKSG Conference, Edinburgh

18. Formats • E-journals so far, plus Portico • E-books • Databases/full-text • Backfiles UKSG Conference, Edinburgh

19. Sectors • National Library of Scotland • Portico • National Health Service • Current discussions • Further Education • Scottish Funding Council • includes both HE and FE UKSG Conference, Edinburgh

20. Funding • Scalability/viability? • UK countries/regions • ‘Journals as infrastructure’ • Top-slicing – current climate?? UKSG Conference, Edinburgh

21. Questions/Discussion • Tony Kidd • T.kidd@lib.gla.ac.uk • Liz Stevenson • L.g.stevenson@ed.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 UKSG Conference, Edinburgh