1. Progress towards e- reserves in the UK Seminar on electronic course materials Helsinki, 24 October 2001

2. Outline zSetting the scene:  Trends in HE (higher education) in the UK  Academic library expenditure zJISC: Joint Information Services Committee  eLib (Electronic Libraries Programme)  On-demand, e-reserve and SCOPE  DNER (Distributed National Electronic Resource) zCopyright issues and PELICAN zE-reserve: conditions for success

3. Setting the scene: trends in HE in the UK zParticipation has risen from 1 in 8 (1979) to 1 in 3 (1999) zWider access: mature learners, part-time participants, special needs students, remote and distance learners zModularisation zExpansion of postgraduate sector zLifelong learning; adult learning zGrowing collaboration between HE and FE sectors zGlobalisation of education and the e-University zChanges in student funding; consumer society.

4. Setting the scene: academic library trends 1 zTotal library expenditure per FTE student:  1991/2 - 1999/00: £232 - £276 (+19%) zExpenditure on information provision per FTE student:  1991/2 - 1999/00: £83 - £97 (+ 17%) zPeriodical price index 1992/99: +104% zAverage UK academic book price:  1990/1 - 1999/00: £30 - £39 (+21%)

5. Setting the scene: academic library trends 2 zFTE students per FTE professional staff:  325 (1991/2)  429 (1999/2000) zAnnual visits per potential user:  49 (1991/2)  33 (1999/2000) z12% of information provision budget on electronic materials zTertiary acquisitions per person:  40.4 € (Finland); 41.1 € (UK)

6. JISC (Joint Information Systems Committee) Mission “To help further and higher education institutions and the research community realise their ambitions in exploiting the opportunities of information and communications technology by exercising vision and leadership, encouraging collaboration and co- operation and by funding and managing national development programmes and services of the highest quality.”

7. JISC: aims zEnsure continuation of world-leading academic networks zPromote innovation in the use of ICT zBuild online information environment with secure and convenient access to comprehensive collections of scholarly and educational material zHelp creation and maintenance of Managed Learning Environments (MLEs) zProvide advisory services in the use of ICT

8. JISC: eLIB (Electronic Libraries Programme) “The exploitation of IT is essential to create the effective library of the future” (Sir Brian Follett, 1993) z1994-1998; £15 million z60+ projects: e-journals, preprints, digitisation, preservation, document delivery, training and awareness, access to network resources, images, hybrid libraries z12 On-demand/electronic reserve projects (OD/ER): technical, copyright, multimedia, subject specific

9. JISC: eLIB On-demand: characteristics zUsing new technology:  Scanners  Digital storage  High quality printers zBuild electronic resource bank to deliver:  Printed course packs (texts selected by lecturers)  Online texts (selected by students) z‘Pick and mix’ and ‘just in time’  Subject to agreement with rightsholders

10. JISC: eLIB On-demand: academic case zOffering the diversifying student population convenient access zAllowing librarians to shift scarce resources from inflexible/inadequate traditional text provision zEnabling academic staff to customise and update reading more frequently  Spoon-feeding?

11. JISC: eLIB SCOPE zScottish Electronic Publishing Enterprise zElectronic resource bank:  Printed packs  Online delivery z8 participating Scottish universities zReading-list based zInvolvement of bookseller zAgreeing royalty rates

12. JISC: eLIB SCOPE: main activities zBuilding a resource bank zDeveloping copyright management and delivery system (IP addresses, password protection, encryption, watermarking, controlled: not cut and paste) zEstablishing model agreements with rightsholders zLiaison, promotion and evaluation

13. JISC: DNER (Distributed National Electronic Resource) z£16 million in 2001/2 for electronic information zCollection of high quality digital materials, free at point of use zCritical mass within individual subject areas zSupport teaching, learning and research zDistributed but managed strategic resource zInteroperability is key

14. JISC: DNER (Distributed National Electronic Resource) zBooks; Journals (NESLI) zDiscovery tools zImages; Geospatial resources; zLearning materials zMoving images and sound; Primary data zContent creation

15. JISC: DNER (Distributed National Electronic Resource) zCriteria for acquired content:  Conformance to licensing principles  ATHENS and IP address authentication  Perpetual access to archive  Usage data from publisher  Appropriate metadata  Conformance to the Web Accessibility Initiative  Multi year agreements; annual inflation in line with those in education sector

16. Copyright: Advances with rightsholders zJISC/PA working parties:  Fair-dealing, model licence, clearance and charging mechanisms zeCLA (Copyright Licensing Agency):  Consultation exercises on needs of Higher Education  Secure networks, exact page representation,compulsory headers, culture of compliance

17. Copyright: Payment models zTextbook substitution: x pence per student per original page each time the course is run, restricted use zLibrary substitution: Flat fee for 5 years, unlimited use

18. Copyright: Payment models: advantages zLibraries can predict costs zNo monitoring/charging software zNo bottlenecks (as with restricted simultaneous usage)

19. Copyright: Payment models: problems zLoss of textbook sales?:  Total annual spend on books in UK universities in 1998/99 = £180million  73.6% of which by students and 26.4% by libraries zLittle prior experience of setting fees zWhat is a core text? And a supplementary text? zPayment for non-use zAccess not purchase

20. Copyright: PELICAN Develop a pricing mechanism to satisfy all stakeholders Loughborough University (Charles Oppenheim) In association with HERON Funded by JISC, November 2000 for one year

21. Copyright: Payment models: a key issue zWho pays? zLibrary academic department or student? zShift of responsibilities

22. E-reserve: Conditions for success zStreamlined copyright clearance zReduced costs/shared digitised files zManagement of expectations zCritical mass of high-demand quality texts zAppropriate institutional support/IT infrastructure zShared vision for teaching and learning

23. zCarolyn Rowlinson zAssociate Director, Information Services z(HERON Project Director) z University of Stirling, zStirling, FK9 4LA zScotland, UK zc.a.g.rowlinson@stir.ac.uk