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

April 2010UKSG Conference, Edinburgh2 Context Scottish HE tradition of co-operation Manageable size Separate funding arrangements Competitive concerns Research Pools Examples of other consortia

April 2010UKSG Conference, Edinburgh3 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

April 2010UKSG Conference, Edinburgh4 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

April 2010UKSG Conference, Edinburgh5 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’)

April 2010UKSG Conference, Edinburgh6 Structure & governance SCURL SHEDL Steering Group Interest groups SHEDL Working Group Buy-in from all 19 HEIs Procurement – APUC

April 2010UKSG Conference, Edinburgh7 Practical aspects… Publishers Practical work Benefits Costs Process Impact

April 2010UKSG Conference, Edinburgh8 Phase 1 Steering Group & Working Group – collaborative working Initial agreement to work with 3 publishers, covering a wide range of subjects Agreements for with: American Chemical Society Cambridge University Press Springer

April 2010UKSG Conference, Edinburgh9 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

April 2010UKSG Conference, Edinburgh10 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

April 2010UKSG Conference, Edinburgh11 Phase 2 Consultation across all 19 HEI’s 40 nominations 6 publishers approached, following consultation with JISC 3 new publisher agreements for Berg Edinburgh University Press Oxford University Press Portico licensed across SHEDL

April 2010UKSG Conference, Edinburgh12 Phase 3 – in progress Consultation process completed 46 nominations 7 publishers identified for 2011 Institutions providing details of expenditure and holdings Negotiation process underway

April 2010UKSG Conference, Edinburgh13 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

April 2010UKSG Conference, Edinburgh14 Benefits - Publishers Reduced overheads – single point of contact for administration and invoicing Wider dissemination of content Improved compliance Encourages adoption of e-only

April 2010UKSG Conference, Edinburgh15 Impact – the users More content, accessible at the point of need 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

April 2010UKSG Conference, Edinburgh16 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

April 2010UKSG Conference, Edinburgh17 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

April 2010UKSG Conference, Edinburgh18 Formats E-journals so far, plus Portico E-books Databases/full-text Backfiles

April 2010UKSG Conference, Edinburgh19 Sectors National Library of Scotland Portico National Health Service Current discussions Further Education Scottish Funding Council includes both HE and FE

April 2010UKSG Conference, Edinburgh20 Funding Scalability/viability? UK countries/regions ‘Journals as infrastructure’ Top-slicing – current climate??

April 2010UKSG Conference, Edinburgh21 Questions/Discussion Tony Kidd Liz Stevenson Kidd, T. Collaboration in electronic resource provision in university libraries: SHEDL, a Scottish case study. New Review of Academic Librarianship, 15 (1), 2009, pp