NHSScotland Knowledge Services eBooks summit Implementing a national eBook model Wendy Walker Senior Assistant Librarian – University of Glasgow Chair – SCOPNet eBooks

HE eBook provision up to 2013 ½ book expenditure - eBooks Individual purchases via aggregators (2009-13) eBook collections direct with publishers/JISC SHEDL

Collaboration SCURL – (1977- Scottish Confederation of University and Research Libraries) SCOPNet – (1999- SCURL Procurement Network) SHEDL – (2009 – Scottish Higher Education Digital Library) APUC (2007- Advanced Procurement for Universities and Colleges)

Moving forward and research Expectations/demand DRM Aggregators: changing business models Increase level of access to high quality, relevant and front list eBooks to students and academics

SCOPNet / SHEDL /APUC eBook Purchase Divided into three lots Lot 1 – Title by title purchase from resellers (Dawsons, EBL & Askews) Lot 2 - DRM-free packages purchased direct from publishers (£600k including VAT per annum) Lot 3 – Aggregator packages from companies - EBSCO, Proquest, SWETS Covers about £1m expenditure per year

Lot 1 – Individual ebook purchase Includes Patron Driven Acquisition Institutional level Outright purchase Rental/short loan Tip! “Contractors should offer a title de-duplication service, provide MARC records as required, and provide excellent customer service and reporting tools”

Lot 2 – DRM free collections – publisher direct Principles underpinning our thinking about collaborative eBook acquisition. Same access for all HE students and staff Fair proportional contributions from all Openness about affordability & expectations Commitment (£) up front & for contract period Legal compliance (EU Tender limit)

Lot 2 - Model A – Access and Annual Full List Purchase Perpetual rights to 2013 titles purchased in 2014 2010 2011 2012 2013 2014 2015 2016 2017 2018 Number of titles Perpetual rights to 2014 titles purchased in 2015 2010 2011 2012 2013 2014 2015 2016 2017 2018 Perpetual rights to 2015 titles purchased in 2016 2010 2011 2012 2013 2014 2015 2016 2017 2018 Access to yellow lists provided to ensure initial access as the purchase periods are developed. Purchase is made from the previous year, and access is provided to the following year to ensure publisher material is available. Gray colour indicates previously purchased material.

Lot 2 - Model B –Full List Leased Access Access rights to 2014 and all previous eBooks published or available Pre 1990 1990 to 2011 2012 2013 2014 2015 2016 2017 2018 Number of titles Access rights to 2015 and all previous eBooks published or available Pre 1990 1990 to 2011 2012 2013 2014 2015 2016 2017 2018 Access rights to 2016 and all previous eBooks published or available Pre 1990 1990 to 2011 2012 2013 2014 2015 2016 2017 2018

Lot 2 - Model C – Access and Evidence-Based Purchase Yellow indicates access, green is evidence-based purchased at the end of 2014 2010 2011 2012 2013 2014 2015 2016 2017 Yellow indicates access, green is evidence-based purchased at the end of 2015, gray colour is previously purchased titles Number of titles 2010 2011 2012 2013 2014 2015 2016 2017 Yellow indicates access, green is evidence-based purchased at the end of 2016, gray colour is previously purchased titles 2010 2011 2012 2013 2014 2015 2016 2017

eBook Purchases by Tender Lot 2: Direct purchase of DRM-free eBook packages Accept publisher submissions Outline parameters Issue tender Purchase / lease / EBS Indicate £ Evaluate submissions quality Evaluate submissions cost Purchase £ Favourable? Favourable? Publishers now belong on a Framework Evaluate collectively Finalise bids received Open mini competition Negotiation 11

Oxford University Press Results 5 deals Palgrave Elsevier Wiley Sage Oxford University Press Approx 28k DRM free eBooks for use in Scotland HE Evidence base model for most deals

eBook procurement What we have learned What next Time for reflection eBook procurement What we have learned What next Acceptance by Scottish HE community of innovative approach with risk Benefitted from the rigour of formal tendering Not set in stone forever!

Value – Lot 2 Heavily discounted average cost per title Time for reflection Value – Lot 2 Heavily discounted average cost per title Institution cost for access to 28,000 eBooks = 2,200 print books DRM free access Lower cost for processing orders Consistency for community New payment arrangements, greater efficiencies Single payments for multiple deals One organization to manage payments

What we have learned Time: Commitment from individuals Time for reflection What we have learned Time: Commitment from individuals Contract awards Content coverage Refine the tender document Focus on key services: MARC records and supply to resource discovery services Understanding of value of purchase models Key role of usage data Appropriate multiplier?

Further mini-competitions Review tendering process Time for reflection What next Further mini-competitions Review tendering process Focus on key services: MARC records Focus on content coverage Consider partner feedback Review purchasing models: what is best for the community Review the purchasing process: how can we do it better Encourage participation from other key target publishers Develop the culture of tendering

Questions? Questions?