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Managing Access and Purchase

Managing Access and Purchase. Objectives. Examine issues of sustainability, costs and resourcing Examine consortia building issues Evaluate possible consortia approaches. Current situation. Continuous price rises of scientific information Continuous library budget stagnation or cuts

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Managing Access and Purchase

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  1. Managing Access and Purchase

  2. Objectives • Examine issues of sustainability, costs and resourcing • Examine consortia building issues • Evaluate possible consortia approaches

  3. Current situation • Continuous price rises of scientific information • Continuous library budget stagnation or cuts • Exponential growth in the production in new scientific information and knowledge • Rapid technological advances

  4. Long-term access and purchase • Electronic resources cost money • Discounts and development funding subsidise these costs • Will the discounts and funding always be available? • Are the interests of publishers and libraries compatible?

  5. Possible solutions • Secure increased funding • Manage demand (cut demand?) • Maximise leverage of existing funds • Maximise effectiveness of existing resources • Consortia

  6. Secure increased funding • Demonstrate demand, usage, and effectiveness • Outcomes of access—increased research, quality, etc. • Implications of withdrawn access • Efficiency of resource use • Relationship with institutional strategy and additional criteria

  7. Manage demand • Cut demand for resources? • Unlikely—withdrawing titles is likely to be difficult • Never a popular move

  8. Maximise leverage of existing funds—consortia building

  9. Consortia building • Consortia may be the answer • Building consortia can increase individual library’s economic influence • Electronic resources have changed the business model for publishers and so they have been more approachable to these areas • But they do largely rely on the use of funds • Development of philanthropic licensing and development funding

  10. Consortia advantages • Stronger position in negotiation • Better prices • More journals accessible • Shared expertise • Hans Geleijnse • http://www.lib.helsinki.fi/finelib/geleijnse/index.htm

  11. Consortia disadvantages • Time consuming • Difficult to share costs in a proper way • Libraries have to pay for journals they don’t need • Hans Geleijnse • http://www.lib.helsinki.fi/finelib/geleijnse/index.htm

  12. Different kinds of consortia • Local • A small number of institutions with specialist needs • Regional • Institutions within a particular region work together • National • Small countries (geographically or in terms of institutional numbers) • International • Potential with many small countries (as defined above) • Subject specific • Cooperation on single or related disciplines, national or international scope

  13. Critical factors in successful consortia • Make a legal entity • Define decision making • Funding arrangements should be understood and agreed by all parties • Appropriate technical and information expertise • Partnership • Based on presentation by Roland Dietz, Elsevier Science

  14. Pricing models • Electronic publishing is fundamentally different from traditional publishing • Common pricing models for e-resources • FTE (full-time equivalent) discount model • Weighted FTE discount • Number of participating institutions • Print plus • Simultaneous users license

  15. Steps to setting up consortia • Define what the aims and objectives of the consortia are • Establish the profile and membership • Agree effective and reliable coordinators (institutional and individual) • Agree terms of reference • Agree the legal framework • Agree costs and cost sharing

  16. Activity areas • Bylaws • Bylaws often indicate the legal status of the consortium, describe committee structures, and outline membership criteria • Memoranda of Understanding • Outline the business relationships between the consortium and the member libraries, including the rights and responsibilities of membership • Resource Sharing Agreements • Describe the "rules of the game" for one of the basic functions of many library consortia: sharing physical library resources • Strategic Plans • Reflect the way a consortium sees itself

  17. Case studies are available at Holland http://www.lib.helsinki.fi/finelib/geleijnse/index.htm India http://www.iiap.ernet.in/library/proc.html Turkey http://www.ifla.org/IV/ifla66/papers/117-180e.htm Africa Standing Conference of African University Librarians Western Area (SCAULWA) due to release a report soon

  18. Dutch university libraries • Either a proposal of one of the libraries to start negotiations with a vendor or an initial offer from a vendor/publisher • A small group starts negotiating • The results will be presented to the libraries • A minimum number should agree • No governmental support • Deals with individual vendors/publishers • National licenses sort • Set of “guiding principles” developed

  19. Summary • Electronic resources offer potential solutions to information shortages • Sustainability of licensing fees and costs • Consortia seem to pay off • But significant effort has been put into some consortia and resulted in little • Consortia need to be included in library sector long term strategies

  20. Thank youAny questions?

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