1. Joint Information Systems Committee Supporting UK Further and Higher Education ICOLC Briefing: Some European Initiatives on E-Books and Journals Alicia Wise Head of Development Joint Information Systems Committee

2. Supporting UK Further and Higher Education Contributors Claudine Dervou, Greece Louise Edwards, UK Fred Friend, UK Tommaso Giordano, Italy Kristiina Hormia, Finland Alison McNab, UK Bo Ohrstrom, Denmark Hans Roosendal, Netherlands Kari Stange, Sweden Hazel Woodward, UK

3. Joint Information Systems Committee Supporting UK Further and Higher Education E-Books, 1 Very little market penetration in any country. A few isolated universities have done deals in most northern European countries. One regional consortium in the UK has done a deal with Knovel. One Swedish library has done a deal with ebrary (only known ebrary deal in Europe). UK is perceived as leading in this area. – Very active working group published a discussion document last year (http://www.jisc.ac.uk/dner/ebooks/strategy1.html) – Steered clear of early deals with aggregators (reasons = lack of UK content, chaotic international marketing) and initiated discussions direct with content owners. – A number of key publishers are now developing quality e-book services. Publishers with whom we are establishing relationships include Oxford University Press, McGraw-Hill, Palgrave, Taylor & Francis and Wiley.

4. Joint Information Systems Committee Supporting UK Further and Higher Education E-Books, 2 Have signed a perpetual national purchase agreement for Early English Books Online and a three-year deal for Wiley Reference Works (which offers institutions the flexibility to pick and mix from a range of online reference products) Current negotiation priorities are: – Acquiring a core electronic reference collection. Negotiations are taking place with Oxford University Press, Xrefer.com, Encyclopaedia Britannica, and Palgrave. – Acquiring a collection of monographs and textbooks from leading UK publishers. Most-requested publishers = Open University Press, Palgrave, OUP, CUP, Penguin, Pearson Education, Sage, Blackwell, Kogan Page, Harcourt and McGraw-Hill. We are in the final stages of negotiation with Oxford University Press, Taylor & Francis, Wiley and McGraw-Hill. McGraw-Hill will provide key textbooks for electronic reserve collections. Contacts have also been established with Pearson and Blackwell. The Group is keen to support small presses with e-book projects. One of these is Pluto Press and we are undertaking a market research exercise with them.

5. Joint Information Systems Committee Supporting UK Further and Higher Education E-Books, 3 Need to establish the favoured means of access to e-book content, including the use of library online catalogues (OPACs), a front-end developed by a commercial provider and/or one developed by JISC. Our (current) preferred business models are: – Reference works, handbooks and manuals on an annual subscription, unlimited access basis – Monograph services segmented by subject – Subscription models for monographs, ranging from annual contracts to fully flexible choice of time blocks (for example, two days, one week, one month, 90 days, one year) – Textbook pricing based on a combination of user accesses and time. For example, an institution may buy a certain number of user licences (e.g. based on the number of students on a course) for a block of time (e.g. one week).

6. Joint Information Systems Committee Supporting UK Further and Higher Education E-Books, 4 On-going market research. A pilot focus group held in early April suggests: – Key challenges in managing print book collections are access to material by users, costs, stock maintenance and administrative tasks, concerns over the quality of stock and exploitation of book material. – In adopting e-books perceived benefits include wider access (esp. for distance learners), the elimination of routine maintenance, improved quality and currency of stock. – Librarians rank heavy demand items, particularly core texts, as highest in their priorities for e-books. Reference material and specific subjects, particularly those where material dates quickly, were also identified.

7. Joint Information Systems Committee Supporting UK Further and Higher Education Journals, 1 Relatively quiet at the minute in terms of new costing models: – Efforts by publishers to set up consortia of smaller publishers to effectively market to consortia of libraries. Spear-headed by ALPSP and ingenta (working competitively rather than cooperatively?) – eIFL phase 2 negotiations with ACS, Blackwells, CUP, Highwire, IOP, Proquest – UK has done what we believe to be the first-ever consortial deal for Taylor & Francis journals 2 year pilot agreement based on a "self selection" model that enables libraries to acquire online titles of their choice at a flat fee of £100 per title (minimum order of 10 titles, extra discount of £25 if 100 or more titles taken) available to institutions that have retained their current print spend with Taylor and Francis for 2002, with a 3% allowance for cancellations access to backfiles from 1996 where available usage statistics will be reviewed during 2002/03 to establish renewal model

8. Joint Information Systems Committee Supporting UK Further and Higher Education Journals, 2 Some ‘alternative’ models currently being explore in the UK – National license (top-sliced) Academic Cross-sectoral – Free access to articles via websites (e-prints) National Institutional Discipline-specific – Pay as you go Document delivery intermediaries Publishers – Specific content selection (pay in advance) Unlimited access to individual articles for a defined period (e.g. elec. short loan) Moving the distribution model closer to the producer Payment by author (personal or institutional)

9. Joint Information Systems Committee Supporting UK Further and Higher Education Journals, 3 Strategic approaches to the scholarly communication crisis – E-print and Open Archives initiatives are thriving – SPARC Europe – UK development programmes FAIR and X4L – Dutch and German rector-led initiative to develop EU-wide development programme – Budapest Open Access Initiative - the literature that should be freely accessible online is "that which scholars give to the world without expectation of payment.“ – Experimenting with new forms of document delivery models (e.g. electronic ILL) – Digital Preservation Legal Deposit: currently voluntary, but moving toward new legislation Digital Preservation Coalition – UK-wide – Partners include British Library, CURL, JISC, National Libraries of Scotland and Wales, Public Records Office, OCLC, publisher organisations, RLG.