The Consortial Collection: Lessons from SHEDL’s Approach to Collection

1. The Consortial Collection: Lessons from SHEDL’s Approach to Collection Scottish Higher Education Digital Library • 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? Richard Parsons University of Dundee Chair of SHEDL SG/WG

2. Classification of Information Libraries manage Collections in purple

3. My desk working environment - PC - Phone - Multiple screens - iPad - Pen & paper - Drink - Food - Colleagues close Increasingly digital

4. Changes to Student Study Practices - Student PC (processing) - Student phone (communication) - Student iPad (eBook) - Chargers - Pen & paper (processing)

5. Changes to Student Study Practices - Food - Drink - Textbook - Student PC (processing) - Student phone (communication) - Student iPad (eBook) - Chargers - Pen & paper - Colleagues close

6. The Utilisation of Our Collections - Food - Drink - Textbook - Student PC (processing) - Student phone (communication) - Student iPad (eBook) - Chargers - Pen & paper Collections in purple

7. 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

8. 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

9. 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.

10. Collection of Journals

11. Collection of eBooks, Books, Multimedia, Databases, Bibliometric tools

12. 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 Fin-eLib Arizona State Uni. Consortium eBooks Collaboratively funded

13. 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,

14. 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)

15. 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….

16. 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

17. SHEDL and the Big Deal consequences

18. SHEDL and step changes in title number

19. 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

20. SHEDL eBook Purchases Potential mechanisms for eBook purchase: But how can we compare and judge value? 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 publishers PDA (and variants) from aggregators

21. How can we determine eBook value within bundles?

22. Determining eBook ValueIdealised model of depreciation 0 to 5 years – 25% 6 to 15 years – 15% 15 + years – 5%

23. Calculations can allow for depreciation and purchase / lease components

24. 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

25. 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

26. Our Collections – Any Questions? Richard Parsons r.parsons@dundee.ac.uk

27. Publication and Access Reader Author Conventional publishing £ Open (after 6 months in PubMed or repository) £ Conventional - Green access Conventional - author pays - Gold £ £ Open £ OA journals – author pays - Gold All open £ £ (University investment to secure discount) Universities / Societies invest to support and sustain publishing All open £ £ Archive

28. Subscription and Gold OA cost modelling

29. 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)