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Transcript of JISC Collections 04 May 2015 | Click: View=>Header&Footer | Slide 1 eBooks purchasing: Consortia...
JISC Collections 21 April 2023 | Click: View=>Header&Footer | Slide 1
eBooks purchasing: Consortia Models
Carolyn Alderson & Hazel Woodward
JISC Collections
Welcome and Overview Agenda
eBook Context & Models to build on
Pilots:
– Knowledge Unlatched - making titles openly available
– Jisc eBooks Consortium Pilot – subject focus
– eBass25 Pilot – exploring the EBA model
Key Challenges of eBook consortia models
– Publishers, aggregators, libraries
Libraries harnessing shared eBook interests
Q&A
| Slide 2
JISC Collections
eBook Context & Models to Build on
A market full of complexities
A market with a wide variety of demands and increasing expectations
A market with emerging technologies
A market with plenty of history
Monographs, eTextbooks
Models
– Full Collections
– Subject Collections
– Patron Drive Acquisition
– Title Selection
– Evidence Based Acquisition
| Slide 3
JISC Collections
Knowledge Unlatched
“Knowledge Unlatched: enabling open access for scholarly books in the arts and humanities”
Essentially, the KU model depends on many libraries around the world sharing the payment of a single Title Fee to the publisher, in return for a book being made available on a Creative Commons licence via OAPEN and HathiTrust as a fully downloadable PDF
As more libraries participate in KU, the per-library cost of ‘unlatching’ each title declines
| Slide 4
JISC Collections
Knowledge Unlatched: how it works
Publishers
– Offer titles & set Title Fee
– Post open book
– Sell premium version
KU
– Negotiates with publishers
– Collates titles
– Handles payments & preservation
Libraries
– Select & order titles
– Pay Title Fee
| Slide 5
JISC Collections
Knowledge Unlatched: the Pilot
The Pilot aims to secure pledges from at least 200 libraries worldwide, in order to unlatch a collection of 28 titles from 13 scholarly publishers
In January 2014 over 170 libraries from 12 countries had signed up
Moreover, in December KU received backing from HEFCE who agreed to make a grant of up to £550 to all universities in England that participate in the pilot
This reduces the participation fee paid by English university libraries by 50%
The deadline is 28th February 2014
| Slide 6
JISC Collections 21 April 2023 | Click: View=>Header&Footer | Slide 7
http://www.slideshare.net/sconul/jisc-e-books-consortia-project
JISC Collections
Ebook consortia pilot project
The pilot project had a very simple business model which was based on a model trialled by Max Planck Institute (Germany) and CBUC (Spain)
Consortium of 6 UK academic libraries with large Engineering Faculties
6 publishers of engineering books (some large engineering publishers excluded as libraries had existing big deals)
Whenever one of the libraries purchased an ebook, all libraries had access
‘Price multiplier’ negotiated with each publisher. In the pilot this was paid by Jisc Collections. In a ‘real life’ consortium it would be split among the libraries
Usage data (COUNTER BR1 & BR2) collected and analysed by Information Power Ltd.
| Slide 8
JISC Collections
Ebook consortia pilot: participants
Libraries
– Cranfield University; Loughborough University; Newcastle University; Brunel University; University of Southampton; University of Liverpool
Publishers
– Artech House; Cambridge University Press (CUP); Institution of Engineering and Technology (IET); Taylor & Francis (T&F); Wiley; World Scientific Publishing (WSP)
Hosting service
– Dawson Books - Dawsonera
| Slide 9
JISC Collections
Ebook consortia pilot: implementation
It had been hoped to run the pilot from August 2013 through to July 2014
However, negotiations with publishers and hosting services took longer than expected and libraries were slow to start ordering title
There were workflow issues for both libraries and the Dawson
Delay in the provision of MARC records (which research has demonstrated are vital to discovery) may have had a bearing on usage
First orders were placed in December 2012
The pilot was up and running!
| Slide 10
JISC Collections
Ebook consortia pilot: findings
Very high usage of ebooks
All libraries got more value than they purchased
98.6% of ebooks were used by at least 1 library
Percentage of ebooks purchased and not used by an individual library averaged 7%. (This is a very low figure compared to recent PDA studies in Germany and the USA)
| Slide 11
JISC Collections
Ebook consortia pilot: overall analysis
% purchased % used % used but not purchased
% purchased but not used
Library 1 34% 95% 61% 1%
Library 2 25% 52% 27% 11%
Library 6 15% 42% 26% 8%
Library 4 13% 49% 35% 6%
Library 5 13% 27% 15% 9%
Library 3 0% 20% 100% 0%
| Slide 12
JISC Collections
Ebook consortia pilot: purchase analysis
No. purchased but not used
No. used but not purchased
No. of library’s purchases used by others
Library 3 72% 189% 94%
Library 6 50% 218% 77%
Library 4 43% 154% 100%
Library 2 42% 305% 100%
Library 5 4% 185% 85%
Library 1 0% 250% 0%
| Slide 13
JISC Collections
Ebook consortia pilot: usage analysis
Use of purchased Use of non-purchased
Use by others of library’s purchases
Library 4 2246 4932 3753
Library 6 1589 3532 3875
Library 5 1491 1633 4675
Library 3 320 3828 1271
Library 2 252 48 2497
Library 1 0 1210 0
| Slide 14
JISC Collections
What did librarians think of the pilot?
5 out of the 6 libraries said they would be interested in pursuing consortial ebook purchasing using this business model
In the light of the data they were pleased with both the level of use of titles they had purchased, and their use of titles purchased by other institutions
They would be happy to put money into a consortial ‘pot’ to widen their access to ebook titles (funds permitting)
One librarian commented: “Increased access is the real benefit and saving money is a bonus”
| Slide 15
JISC Collections
Ebook consortia pilot: types of consortia
Librarians commented that the important factor in a consortia is having synergy between the libraries (e.g. research/ teaching focused)
The majority favoured subject-based ebook consortium
The portfolio of publishers participating in the consortia was very important
Most favoured a minimum level of financial commitment from participating libraries
| Slide 16
JISC Collections
What did the publishers think?
The majority of publishers were disappointed with the sales figures but, on the whole, were pleased and very interested in the usage data
In general, the smaller publishers were most enthusiastic…”our role as a publisher is to get our content out there…. we need to get our brand noticed”
All publishers commented that they needed to protect the value of their titles
Of the 3 larger publishers only one was positive about the business model. However, they felt that a variable price multiplier would be necessary to enable them to offer both back list and current high demand titles
One publisher said they were very interested in evidence based purchasing and would like Jisc Collections to pursue that model
Another publishers said “we are keen to work with library consortia but we don’t like shared ownership/collections… we would rather give a discount”
| Slide 17
JISC Collections 23rd September 2013 | KAFEC| Slide 18
E-BASS25, funded by Jisc as part of their Digital Infrastructure Programme in 2012/13, was led by Royal Holloway University of London on behalf of the M25 Consortium of Academic Libraries.
Specific named partners were: Kingston UniversityScience Museum (on behalf of the Museum Librarians and Archivists Group)JISC Collectionsand SERO Consulting Limited.
JISC Collections
Some points to note from the eBASS25 Pilot
Role of Jisc Collections in the pilot
– Publishers
EBASS 25, Work Package 5 - Procurement Guidelines
Books Tender Agreement – designed for suppliers who are either aggregators or booksellers
The Evidence Based Acquisition Model is only available directly from publishers.
Research carried out in EBASS 25 Workshop with libraries suggested this model was the preferred model for consortial purchasing of E-Books.
– Less DRM issues
| Slide 19
http://digirep.rhul.ac.uk/file/5b85dab5-7bf4-7c7b-7731-b552f029e4ae/1/EBASS%2025%20Work%20Package%205%20Procurement%20Guidelines.pdf
JISC Collections
Example: Cambridge University Press EBA eBooks Opt in
Institutions opt for 12 months or 6 months access to either all monographs or to specified subject collections. (The total list price of the complete monographs collection is over £1,250,000).
Prepayment uses Jisc Banded pricing 12 month access option:
At the mid-point of the agreement (end of 6 months) institutions must use 33% of their upfront payment by selecting books up to that value to keep in perpetuity by the end of the 7 th month. At the end of the 12 month period the institution decides the remainder of the selection of books to keep in perpetuity based on usage (or other criteria). This decision is made by the end of the 13th month.
6 month access option:
At the end of the 6 month period the institution shall decide the selection of books to keep in perpetuity based on usage (or other criteria). This decision is made by the end of the 7th month
Humanities, Social Sciences, or STM
How to convert to a closed consortium agreement?
| Slide 20
JISC Collections
EBA as a consortium model
In advance:
–What content to access? Years / subjects / All
–Each institution has to contribute an amount upfront
• How is that decided? What amount is relevant for each institution?
• How much will the combined deposit buy at the end?
• Will it buy shared content?
– What will be the cost of a title in that case? Multiplier?
– Usage analysis
–What if more content is required than the prepayment covers?
| Slide 21
JISC Collections
Assessing the EBA Model
| Slide 22
Total EBA Prepayment agreed £100,000Multiplier agreed to share across all members 2.5Number of member libraries in consortium 12Total titles purchased at end of year 400Average cost per title including multiplier £250Total COUNTER usage 250,000Average cost per download £0.40
If no consortium dealCost of books purchased at standard rates £40,000 e.g. £100 eachMultiplied by number of libraries £480,000Saving through consortium purchase £380,000
JISC Collections
Usage cost allocation v original EBA contribution
| Slide 23
Libraryown usage of
purchased titles% of total
usageUsage cost allocation?
1 3000 1.20% £1,200.002 40000 16.00% £16,000.003 30000 12.00% £12,000.004 1500 0.60% £600.005 6000 2.40% £2,400.006 12000 4.80% £4,800.007 3300 1.32% £1,320.008 80000 32.00% £32,000.009 5000 2.00% £2,000.0010 5200 2.08% £2,080.0011 60000 24.00% £24,000.0012 4000 1.60% £1,600.00
Totals 250000 100.00% £100,000.00
How does usage cost allocation compare to original contribution?
JISC Collections
Key Challenges
Publishers
– Knowing who is in the consortium and requirements
– Protecting revenue
Aggregators
– Workflows
– Appropriate usage to publishers and libraries
– Reporting
Libraries
– Gaining commitment and consensus
– Organisation, workflows
– Negotiating the deal (price, DRM etc)
| Slide 24
JISC Collections
Libraries: Harnessing Shared eBooks purchasing
Planning
– Leading the consortium / co-ordinating the activity day to day
– Committing budget at the outset
– Which content and which model?
– Sharing the cost
– Publishers / Aggregators
– Licensing
Setting objectives / Expectations/ Negotiating the deal
Reporting, Communication
Assessing the deal; Decision-making
The AGREEMENT; Invoicing and Payment
Usage analysis/ Assessment of the model
| Slide 25
How to go about all this?
JISC Collections
Q & A
Contact details:
Carolyn Alderson, Acting Head of Licensing, Jisc Collections and UKSG Education Officer - [email protected]
Hazel Woodward, Director, Information Power Ltd. - [email protected]
21 April 2023 | | Slide 26