british library forum developing services to help our customers through difficult economic times....

British Library Forum Developing services to help our customers through difficult economic times.

Leeds, 29th April

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British Library Higher Education Steering Committee Meeting Agenda

Discussion Item Presenter

Introduction and welcome Barry Smith, Head of Sales and Marketing, Information Services

The future development of the British Library’s document supply service

Barry Smith, Head of Sales and Marketing, Information Services

An introduction to the new British Library resource management platform

David Hughes, Sales and Subscriptions Manager

Lunch

ETHOS – A year in review Barry Smith, Head of Sales and Marketing, Information Services

The development of the UK Research Reserve Pavan Ramrakha, Business Development Manager

Questions and close

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Higher Education Enrolment is Growing!

4

Global research output growth has been dramatic in the 21st Century

5

Average number of articles read per faculty member per year.

6

More is available and more is being digested

Total number of journals subscribed to by 115 UK universities

But hard times are ahead

8

“Coping” strategies

10

“Coping” Strategies from Newcastle University survey

Fileopen is here!

12

The BL DRM options

Electronic Delivery Options

SED

Ariel

BL about a year ago

SED

Ariel

BL today

Fileopen

Unencrypted supply for electronic coursepacks

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How customers are receiving electronic documents

Unencrypted10%

Fileopen4%

ADE 86%

Unencrypted Fileopen Adobe Digital Editions

Unencrypted9%

Fileopen36%

ADE 55%

Unencrypted Fileopen Adobe Digital Editions

Electronic delivery routes – June 2009 Electronic delivery routes – Feb 2010

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Why Fileopen and not Adobe Digital Editions?

• You only need to download it once for all users.

• There are no forced upgrades.

• It works.

“Here at UEA we've been involved in the testing of FileOpen from the start and I would say it is a great improvement on Digital Editions; easier to network and no problems with upgrades. There was one early bug involving (I believe) double layers of security, but this was quickly sorted out and BL were very helpful all along.” Michael Robbins,Senior Assistant - ILL,University of East Anglia,

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Coming soon? – Fileopen Viewer

• New DRM option that can be used in conjunction with Fileopen plug in.

• Does not require user to download any software (although Flash needs to be installed).

• Online viewing only and document disabled once printed.

The HE Subscription Model – 12 months on

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HE Subscription – what it is?

• Introduced in August 2009, service offered a range of premium document supply services and a guarantee of frozen transactional charges for 2 years.

• 47 institutions signed up in year 1.

• Benefits really step up in year 2 (August 2010).

• Subscription fee determined by volume of business with university.

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The new hybrid subscription model

Transactional model Only: £4.95 copies, £9.00 loans

Subscription model:Subscription = £500-£5k

+£4.95 copies, £9.00 loans

Today From Aug 2009

Transactional model:£5.40 copies, £9.90 loans

Or

From Aug 2010

Subscription model:Subscription = £500-£5k + inflation

+£4.95 copies, £9.00 loans

Transactional model:£5.85 copies, £10.80 loans

Or

47 institutions signed up in 2008/09

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The hybrid subscription – what does it include

Institution X

• Continuation of their reduced rate.• All Banker Transactions.• 2hr service for £15 (usually £26).• 24hr service for £10 (usually £16).• Guarantee of no increases to transactional rate until at least Aug 2011.• Guarantee of <inflation rise to subscription price until at least Aug 2011.• Branded SED.

Subscription of £500-£5k includes: From Aug 2010

£4.95 copies, £9.00 loans

An introduction to the new British Library resource management platform

Dave Hughes – Subscriptions Manager

Email: david.hughes@bl.uk

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Why Resource Navigator?

Greater visibility to owned collection

Full text linking to all e-content from a single platform

Flexible interface allows for customised text on many pages

Administrative tools which help a library manage subscriptions and analyse cost-per-article statistics for e-subscriptions

Integrated document supply options for material that is not owned

Various delivery options (SED, FileOpen, Postal etc) – all available at library privilege rates

Orders can be mediated by a library administrator

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Federated Searching

Options for library branding

Intuitive search interface

Connectors can be added and organised to match requirements

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Federated search results

Options for customising the search and manipulating search results

Citations displayed clearly with options to ‘Check for full text’

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Document Ordering

Reference numbers help track orders with the British Library

Flexible delivery options, including Library Privilege pricing and mediation

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A–Z Manager

Multiple ways of finding a resource – Alphabetical/Keyword/Title search

Options to include an A-Z manager for not only journals, but also books (including e-books) and databases (Ebsco etc)

Resulting in far greater visibility to your collection and resources!

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A-Z Results

Clearly displayed journal information, including; coverage and source information

Selectable TOC information – allowing a user to browse individual journal issues and view full-text if available online

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Administrative tools

Options to completely customise the Resource Navigator interface

Tools which can be used to assess the popularity and cost effectiveness of e-resources

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Thank you for watching!

For more information on Resource Navigator or for a full demonstration, please contact me on;

Email – david.hughes@bl.uk

Phone – 0207 412 7161

Mobile – 07827 955 282

ETHOSReview of the service 12 months on

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Theses Demand Profile

0

2000

4000

6000

8000

10000

12000

Jan

Feb

Mar

AprMay Ju

n Jul

Aug Sep OctNov Dec Ja

n

Qty

/ M

on

th

Download Demand Microfilm Service Demand

Ethos Service - Demand

The demand exceeded expectations averaging 7600/m downloadscompared to 400/m items supplied from the previous microfilm service

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Ethos Digitisation Output

0

1000

2000

3000

4000

5000

J an Feb Mar Apr May J un J ul Aug Sep Oct Nov Dec J an

Qty

/ M

onth

Theses Digitised Theses requested from HE

Theses received from HE

Ethos Service – Backlog

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0

1000

2000

3000

4000

5000

6000

7000

8000

9000

No. of orders

2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999

1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988

1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977

1976 1975 1974 1973 1972 1971 1970 Pre 1970

Age of theses ordered through ETHOS since launch

Post 199573%

Pre 199527%

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ETHOS – Who has registered since Jan 09?

3527

191239 239240253253285306320498500501

22524

2066 828

0

5000

10000

15000

20000

25000

UK69%

Non-uk31%

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ETHOS – Where have the orders come from since Jan 09?

11616

598620 637716826963100710571115142115821759

83712

7110 1860

0

10000

20000

30000

40000

50000

60000

70000

80000

90000

UK72%

Non-uk28%

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ETHOS – How it is becoming increasingly less open access

Institution pays, 94

User pays, 11Non participant , 4

Institution pays User pays Non participant

Institution pays, 72

User pays, 34

Non participant , 5

Institution pays User pays Non participant

Participation options by institution – Jan 09 Participation options by institution – Jan 10

The UK Research Reserve (UKRR)

Pavan RamrakhaBusiness Development Manager – Higher Educationemail: pavan.ramrakha@bl.uk

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UKRR - Purpose

Journal collections growing despite electronic access.

Storing low use journals – cost / resources.

HE have paid into the future with UKRR…

Key aims Protecting research information infrastructure for UK

HE 100 km shelf space to be released and space to be

repurposed

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Why set up UKRR?

Timing was right

Responds to some key drivers: space pressures funding for additional space – low priority move to centralise libraries online archives – sustainable access inclusive of many key stakeholders

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Drivers within HE sector include:

co-ordinate de-selection of low-use print journals provides trusted storage offer a joined-up approach deliver services which evolve with the user base releases space to support the research & learning

communities

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UKRR delivers

Quick and easy access to research material

Coordinated retention of print journals

Collaborative storage of print journals

Release of space for other initiatives

Economic advantages – funding for de-duplication

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UKRR – How achieve key aims?

Important to access content paid for by HE for the future whilst providing efficient access now.

UKRR provides this by protecting research information:

3 copies of holdings offered by members are held within the UKRR community

1 copy held at the BL – access copy 2 copies within UKRR members’ collections

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UKRR – How achieve key aims?

100 km shelf space to be released:

Collaborative collection management Allows members to dispose of material whilst retaining access Responds to space pressures Free up space for quiet study or group work

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Case studies Imperial College: a case study

De-duplication completed Removed 3,000m of journals Reused space for new student centric learning facilities

39 new student study spaces created

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Imperial College Central Library

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Hartley Library Southampton

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Currently…

UKRR is now fully operational with 29 Members

Processed c15K metres of material in the first 6 months of full service

c3% of processed material has been transferred to the BL

18,000 journal titles have been submitted into the UKRR process

Members benefiting from: Access to HEFCE de-duplication funding to release space in

libraries 24 DSC Service Opportunity to repurpose space – quiet study, group work

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UKRR Membership grows to 29 institutions

•University of Aberdeen •Newcastle University

•Aberystwyth University •Northumbria University

•University of Birmingham •University of Nottingham

•Cambridge University Library •Open University

•Cardiff University •Oxford University

•Durham University •Queen Mary, University of London

•University of Edinburgh •University of Reading

•University of Glasgow •Royal Holloway, University of London

•Imperial College London •University of St Andrews

•Kings College London •University of Sheffield

•Kingston University •University of Southampton

•University of Leeds •University of Sussex

•University of Liverpool •University College London

•London School of Economics •University of London Research Library Services

•University of Manchester

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What next for UKRR?

By 2014 UKRR should be a sustainable system

What next? Monographs? Grey Literature? Abstracts & indexes? Catalogues? Bibliographies? Newspapers? Leisure journals? Teaching materials? Reprints? International Collaborations?

BL Document Supply Centre Benefits

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UKRR Member Benefits

Premium delivery service – 24 hours delivery

Branded SED delivery Institution logo and BL logo as optional Appears as if document coming from within

the institution Unique to UKRR customers

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BL Cover Sheet

Dear Customer,

Thank you for using the British Library. Your document has now been placed on our secure servers and must be downloaded within 14 days (30 days if you have downloaded Adobe Digital Editions).

Before you download your document

From March 30th 2009, Adobe will phase out technical support for its Adobe Reader 7 product*. From this time, in order to continue using SED, you will need to have the latest version of Adobe Digital Editions installed on your PC. We recommend that you consult your IT department if you do not have the rights to do this. If you are experiencing difficulties upgrading to ADE within the given timeframe, please contact customer-services@bl.uk

To check that you can receive SED documents, please download a test document.

Download your document

Click here to download your document (or copy the link at the bottom of the page into your Web browser).

Please note that you can activate the link and print the article only once, but can view the document in Adobe Digital Editions for up to 14 days from the date of download (up to 3 years if you have paid a copyright fee).

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Co-branded Cover Sheet

This document is being sent to you directly from the British Library, in partnership with the Imperial College London Central Library using a Secure Electronic Delivery method, FileOpen. This method of delivery only allows you to print once and the secure link to this document is only active for 30 days from the date the document was posted.

Before you download your document

To read this document you will need to have Adobe Reader version 4 or above with the FileOpen plug-in installed on your computer. You can download this by visiting the FileOpen website. We recommend that you contact your IT department if you do not have the rights to do this.

To check you can receive FileOpen documents, please download a test document.

This message contains a link to the document you requested for Request Number: DAY-27930382 Your Request Number: CLREQ-68176 SED99 S from INTERNATIONAL JOURNAL OF SURFACE...

Click here to download your Secure Electronic Document (or copy the link at the bottom of the page into your Web Browser).

Please note that you can activate the link and print the article only once, but can view the document in Adobe Reader for up to 14 days from the date of download (up to 3 years if you have paid a copyright fee).

If you have any questions or comments, please do not hesitate to contact us or telephone 020 7594 8834.

Link to your secure documenthttp://fileopen.bl.uk/FileopenDeliveryService/RetrieveUrl.aspx?key=A30F3AE1F6FA768BC16441F9511EDD2F

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UKRR contacts

To find out more about UKRR

Email: UKRR@ukrr.ac.uk

www.ukrr.ac.uk

pavan.ramrakha@bl.uk