NHSScotland Knowledge ServiceseBooks summit

Implementing a national eBook model

Wendy WalkerSenior Assistant Librarian – University of GlasgowChair – SCOPNet eBooks

HE eBook provision up to 2013

• ½ book expenditure - eBooks

• Individual purchases via aggregators (2009-13)

• eBook collections direct with publishers/JISC

• SHEDL

Collaboration

SCURL – (1977- Scottish Confederation of University and Research Libraries)

SCOPNet – (1999- SCURL Procurement Network)

SHEDL – (2009 – Scottish Higher Education Digital Library)

APUC (2007- Advanced Procurement for Universities and Colleges)

Moving forward and research

• Expectations/demand• DRM• Aggregators:

changing business models

• Increase level of access to high quality, relevant and front list eBooks to students and academics

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Else

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Scie

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Mac

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Sage

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0.00

2.00

4.00

6.00

8.00

10.00

12.00

14.00

16.00

% Ebook Sales by Top 10 Publishers

% Sales

SCOPNet / SHEDL /APUC eBook Purchase

• Divided into three lots• Lot 1 – Title by title

purchase from resellers (Dawsons, EBL & Askews)

• Lot 2 - DRM-free packages purchased direct from publishers (£600k including VAT per annum)

• Lot 3 – Aggregator packages from companies - EBSCO, Proquest, SWETS

• Covers about £1m expenditure per year

Lot 1 – Individual ebook purchase

• Includes Patron Driven Acquisition

• Institutional level

• Outright purchase

• Rental/short loan

• Tip!

“Contractors should offer a title de-duplication service, provide MARC records as required, and provide excellent customer service and reporting tools”

Lot 2 – DRM free collections – publisher direct

Principles underpinning our thinking about collaborative eBook acquisition.

• Same access for all HE students and staff• Fair proportional contributions from all• Openness about affordability & expectations• Commitment (£) up front & for contract

period• Legal compliance (EU Tender limit)

2011 2012 2013 2014 2015 2016 2017 20182010

Lot 2 - Model A – Access and Annual Full List Purchase

2011 2012 2013 2014 2015 2016 2017 20182010

2011 2012 2013 2014 2015 2016 2017 20182010

Perpetual rights to 2013 titles purchased in 2014

Perpetual rights to 2014 titles purchased in 2015

Perpetual rights to 2015 titles purchased in 2016

Num

ber

of

title

s

Access to yellow lists provided to ensure initial access as the purchase periods are developed. Purchase is made from the previous year, and access is provided to the following year to ensure publisher material is available. Gray colour indicates previously purchased material.

1990 to 2011

2012 2013 2014 2015 2016 2017 2018Pre 1990

Lot 2 - Model B –Full List Leased Access

2012 2013 2014 2015 2016 2017 2018Pre 1990

2012 2013 2014 2015 2016 2017 2018Pre 1990

Access rights to 2014 and all previous eBooks published or available

Num

ber

of

title

s

Access rights to 2015 and all previous eBooks published or available

Access rights to 2016 and all previous eBooks published or available

1990 to 2011

1990 to 2011

2011 2012 2013 2014 2015 2016 20172010

Lot 2 - Model C – Access and Evidence-Based Purchase

2011 2012 2013 2014 2015 2016 20172010

2011 2012 2013 2014 2015 2016 20172010

Yellow indicates access, green is evidence-based purchased at the end of 2014

Yellow indicates access, green is evidence-based purchased at the end of 2015, gray colour is previously purchased titles

Yellow indicates access, green is evidence-based purchased at the end of 2016, gray colour is previously purchased titles

Num

ber

of

title

s

eBook Purchases by Tender

Lot 2: Direct purchase of DRM-free eBook packages

Issue tenderAccept

publisher submissions

Outline parameters

Purchase £

Purchase / lease / EBS

Evaluate submissions

quality

Evaluate submissions

cost

Favourable?

Open mini competition

Publishers now belong on a Framework

Favourable?

Evaluate collectively

Indicate £

Negotiation

Finalise bids received

Results

5 deals

• Palgrave• Elsevier• Wiley• Sage• Oxford University Press

• Approx 28k DRM free eBooks for use in Scotland HE

• Evidence base model for most deals

Time for reflection

eBook procurement

• What we have learned• What next

Acceptance by Scottish HE community of innovative approach with risk

Benefitted from the rigour of formal tendering

Not set in stone forever!

Time for reflection

Value – Lot 2

• Heavily discounted average cost per title • Institution cost for access to 28,000 eBooks =

2,200 print books• DRM free access• Lower cost for processing orders• Consistency for community• New payment arrangements, greater efficiencies Single payments for multiple deals One organization to manage payments

Time for reflection

What we have learned• Time: Commitment from individuals Contract awards• Content coverage• Refine the tender document

– Focus on key services: MARC records and supply to resource discovery services

• Understanding of value of purchase models– Key role of usage data– Appropriate multiplier?

Time for reflection

What next• Further mini-competitions• Review tendering process

– Focus on key services: MARC records– Focus on content coverage

• Consider partner feedback• Review purchasing models: what is best for the

community• Review the purchasing process: how can we do it

better• Encourage participation from other key target

publishers• Develop the culture of tendering

Questions?

Questions?