Knowledge Exchange Multinational Licensing Tender:the destination and the ride

Wilma Mossink SURFfoundationICOLC autumn meeting 2008Munich

20 October 2007 2

My story today in more detail

• Reminder – mission Knowledge Exchange– purpose of the multinational licensing tender

• Some words about– the destination– the ride

• Preview further activities• Conclusions

20 October 2007 3

Knowledge Exchange and tender

• Umbrella organisation with 4 sponsoring partners– Denmark’s Electronic Research Library (DEFF) Denmark– German Research Foundation (DFG) Germany– Joint Information Systems Committee (JISC) United Kingdom   – SURFfoundation (SURF) the Netherlands

• Intended to make a layer of scholarly and scientific content openly available on the internet

• European tender procedure for a multinational, multi-year deal for different sorts of content important element

• Tender aimed at new, creative ideas and concepts from smaller publishers willing to develop and try out innovate business models

20 October 2007 4

The destination: agreements with publishers

• April 2008 agreements with 5 publishers:– TheScientificWorldJournal: a hybrid open-access / fee-based

online journal in the life sciences– MultiScience Journal: an aggregator of 23 engineering journals;– BioOne: an aggregation of bioscience research journals run by a

non-profit consortium– SWETS/ALPSP: a collection of 543 journals from 36 diverse

publishers, in a single collection with a single umbrella license, pricing model and delivery platform

– Wiley InterScience OnlineBooks: a package of e-book offers from these two recently merged publishers

20 October 2007 5

The destination: some results

• Denmark:– some expressions of interest

• Germany– national licence for the ScientificWorldJournal– funding from DFG for MultiScience and BioOne (50%)

• United Kindom– national licence for the ScientificWorldJournal

• Netherlands– national licence for the ScientificWorldJournal, MultiScience &

BioOne

20 October 2007 6

The destination: licensing structure

• Overarching agreement between 4 partners of Knowledge Exchange & publisher– establishes rights & obligations between publisher & Knowledge

Exchange partners• Agreement contains 4 annexes

– Schedule A: Basic and extended list– Schedule B: Licensed material, types of licences & fees

Schedule C: Licence agreement– Schedule D: Support

• Licence agreement– agreement regarding User Rights in respect of the Licensed

Material between publisher and institution via Knowledge Exchange as intermediary

20 October 2007 7

The ride: further steps in the process

• November 2007 town hall meeting with publishers

• Fine tuning and concluding agreements

• Setting up web sites

– details on web sites partners

– general information on web site Knowledge Exchange including expressions of interest

• Promotion of the deals to the individual libraries

• Calculating the discount

20 October 2007 8

The ride: the take up

• Libraries have to be convinced of taking up the offers– price– content libraries have not asked for

• ALPSP interesting example– not a very good offer for the institutions on basic list – too expensive for institutions on extended list

• Wiley– take up slowly rises

20 October 2007 9

Further activities

• Ambitious program– monitoring usage– collecting statistics– evaluation tender:

• pros and cons• results and next steps

• Working together regarding new contract Wiley Blackwell

• Sustainable access

20 October 2007 10

The destination and the ride: the conclusion

• Optimistic view still tipping to a positive evaluation:– working together in a multinational context leads to better

positions for libraries– good progress in taking an active part in shaping the market– tried to find joint solutions all important for our work and worked

hard to ‘ trickle down’ those solutions into our respective organisations and committees

20 October 2007 11

Thank you!

KE Tender working group:• Anette Schneider (DEFF) (till October 2008)• Janne Vendt (DEFF) (from October 2008)• Max Vögler (DFG) (till October 2008)• Hildegard Schäffler (Bavarian State Library)• Markus Brammer (German National Library on Science &

Technology)• Lorraine Estelle (JISC)• Nol Verhagen (University of Amsterdam/SURFdiensten)• Wilma Mossink (SURFfoundation/SURFdiensten)