polish way to improve access to electronic sources jolanta stepniak warsaw university of technology...

Polish Way to Improve Access to Electronic Sources

Jolanta Stepniak

Warsaw University of Technology

The Main Library

WUT Main Library

June 22nd, 2007 Budapest EISZ Conference 2

Outlines of presentation

• Basic information • History of Polish Consortia• State policy• Consortia in practice• How to create consortium• Other possibilities to improve access• The future


Some basic figures [1]

• Research and Development Units – total 1100– 143 higher education public units– 300 higher education non-public units– 76 scientific units of the Polish Academy of Science

• Employment – total 62 000 reseachers – 40 000 in higher education – 4 500 in PAS

• Resarch (scientific) libraries – total 1220– 1005 in higher education (main and branch libraries)– 82 in PAS– 5 central libraries– 11 public libraries + National Library


Some basic figures [2]

• Expenditures on R&D activities (in Polish zloty)– Total

• 1995 --- 2 132,8 mln

• 2000 --- 4 796,1 mln

• 2005 --- 5 574,6 mln

– of which instruments and equipment• 13,61% of total expenditure

– Library’s budget in higher education units is• 4,23% down to 1,91% of entity budget

– Library’s expenditures for electronic resources• 9,72% down to 3,19 of library’ budget

• Enormous journals price growth an the end of 20th century – 227%


Consortia nad Big deal movement [1]

• 1999 – Polish Springer Verlag Consortium – organized by Warsaw University of Technology in cooperation with Swets – 3 years agreement– Each part of consortium signs licensee agreement

with Springer and Swets– Price paid entirely by members of consortium – Based on print subscription (archiving rights)

• No subscription cancellation allowed

– Access to 400+ electronic fulltext journals (package purchase)

• from publisher’s platform to all journals• controlled via IP number


Consortia nad Big deal movement [2]

• 2000 – Polish Elsevier Consortium – organized by Warsaw University – Warsaw University Library and ICM UW – On-site installation (additional payment for software)– Number of libraries in

• 2000-2003 -- ca 40• 2007-2009 -- 62 higher education public schools + 61 PAS

units + 25 other research units

– Archiving right – Price based on ‘historical’ value of print journals

subscription + total price for ‘Freedom Collection’ based on FTE


ICM’s role

– Interdisciplinary Centre for Mathematical and Computational Modelling - as the biggest manager for Polish consortia

• One of 5 supercomputer centres in Poland devoted to offer electronic infrastructure (software and hardware to support R&D activities)

• Granted with first subsidiary for electronic resources

• Consortia management – ICM signs the licensee for the consortium, bilateral agreements between the consortium supervisor and particular consortium member, account for invoices, year report to Ministry


Other existing consortia in 2006

• Fulltext database:– IEEE/IEE– American Chemical

Society– AIP/APS – Maths– Proquest – ABI/Inform– Ovid Biomedical

Collection– Nature and Science– Emerald– eIFL/EBSCO – eIFL/Proquest

• Abstract database– Chemical Abstract– INSPEC – SCI-Exp– Scopus


Other models for consortia – not granted

• Price model based on consortia regulations, but each institution signs separate agreement– Compendex (abstract technology data base)– Knovel (fulltext books) – to be granted since 2007– Blackwell – fulltext journals

• Consortium manager not authorized to apply for grants (by Polish booksellers)– Wiley Inter Science– Royal Society of Chemistry


State policy for financing science [1]

• No direct financing for libraries, information systems or library holdings at high schools

• Act of 8 October 2004 on the Principles of Financing Science– The Minister shall grant science funds to:

• •… research entities engaged, on continuous basics in scientific and research work – such as basic organizational high school unit awarding academic degrees or vocational titles …


State policy for financing science [2]

– The Minister shall award science funds by way of decision, on the basis of relevant applications submitted by authorized entities … after having consulted the competent body of the Council for Science

– Financing of research supporting activities shall cover:

• …producing, processing, rendering available and distributing scientific and technological information …


Policy execute

• Appointed group of experts for consulting applications and final assessment of project – Usage of the database, – Promotion– Expenditures

• Program for development and maintenance of electronic infrastructure and scientific information and electronic data preservation 2006-2009– New version just now is being elaborated for 2007-2013 – Program enumerates entities authorized to apply for funds -

mainly supercomputer centres, Metropolitan Area Network Centres – (now 22 units - in new version all research and academic entities)

– Points the priorities to be granted


General rules for awarding electronic resources subsidiary [1]

– Authorized to apply: only research (scientific) LIBRARIES grouped in consortia organized by named entities (Metropolitan Area Network Centres’ or supercomputer centres)

– On-site location or confirmed by agreement archiving rights for the subscriber (or consortium as general)

– Subsidiary no higher than 50% of total price (each part pays 50% + 22% VAT)

– June 30 deadline for applications for next year – Subsidiary only for 1 year (even if agreement is

signed for 3 years)


General rules for awarding electronic resources subsidiary [2]

– Access only via IP numbers for all users in site – No limits in number of consortium members – No limits for subject or type of research data

• fulltext journals, abstract database, books, e-Science data• multidisciplinary or highly specialised

– DDP options is not included in grant– No special funds for electronic resources maintenance

and archiving – those expenditures are part of other grants


Libraries’ requirements to state policy

• More flexible model for level of subsidiary– Multidisciplinary databases 75% of subsidiary or free for top

50+ R&D units– Highly specialized (narrow subject) data bases – 25%– Subsidiary should cover ALL VAT expenses for public funded

units

• More information on the rules the subsidiary is awarded

– ‘unwritten’ law

• More librarians in Expert Board for application evaluation

• More discussion on general state policy for electronic sources


Application step by step

• Choose the database• Find partners interested in creating consortium• Start negotiations with database owner

– read carefully the agreement and licensee

• Find the authorized part to apply for grant• Prepare application

– Database description and justification– Names of consortium members – Total price

• Apply in time!


It is not as easy

• The higher prices and the bigger number of existing consortia the less possibility to create a new one– Total amount of expenditures do not grow much

• VAT for electronic resources – 22%– for print journals 7%– for print books 8% (since 2008)

• Packages purchase - not only benefits – Promotion of electronic sources – Usage statistics– Library cooperation


Other possibilities to improve the access – Promoting for better usage!

• Information literacy • Roaming service for authorized users –

increase usage• Library home page as general access point for

e-resources– list of databases (sorted by title, branch of science,

type of access)– local A-Z list of electronic journals and A-Z list of

electronic books


Information literacy [1]

• Libraries offers special courses for undergraduate students – first touch on e-journals and bibliographical databases

• Diploma students, Ph.D courses students– presentation of various e-resources– methods of resource evaluation (fulltext vs.

bibliographical databases)– additional options offered by electronic sources– advanced searching vs ‘google search’

• Train the trainer courses


Information literacy [2]

• Guidelines and leaflets• Information about databases • Help notes in local databases• Individual consultations• Library web page role (FAQ)• Regular courses on information literacy for

librarians • Distance learning


Polish libraries cooperation to improve development and access to e-resources

• Shared cataloguing and national union catalogue NUKAT for all types of documents (including electronic sources)– growing number of e-books records (links to digital libraries)

• Distributed catalogue - KARO• Digital libraries and institutional repositories development

(dLibra role)• Abstract database containing citations from the Polish

technical journals on engineering, technology, sciences and the environment – BazTech – to promote Polish publications

• Interlibrary loan (ILL) – still exists!


BazTech The "Polish Technical Journal Contents

• a bibliographic database containing citations from Polish technical journals on engineering, technology, sciences and the environment – Its major goals are:

• to provide access to information on Polish technical and scientific literature,

• to promote Polish scientific research abroad, • to facilitate interlibrary loan and acquisition

– created by 21 libraries (including WUT) – covers 400 titles of journals (articles titles and abstracts in Polish

and English)– searching in Polish and English– links to growing number of journals offering fulltext


http://baztech.icm.edu.pl/


NUKAT – National Union Catalogue

• NUKAT is a union catalogue of Polish academic and research libraries.

• Has started in 2003 – NUKAT mainly covers new publications, but also

some other as effect of retroconversion• over 900 librarians from 58 libraries are contributing

to NUKAT– over 730 700 unique records of holdings (mainly

books and journals)• Easy way to find location of a book (interlibrary loan)• Growing number of e-books records (links to digital

libraries)


NUKAT http://193.0.118.55/


Distributed catalogue - KARO

• distributed catalogue of Polish libraries • based on the Z39.50 Protocol• a complementary tool to NUKAT catalogue• simultaneous search in 80 various on-line catalogues (Horizon, Virtua, Innopac, Aleph, Prolib, MAK, Sowa)• search limited to

– author, – title, – publisher, – year of publication


KARO http://karo.umk.pl/Karo/karo.php?al=x&lang=en


Library cooperation within dLibra Group

• dLibra – the most heavily used software to develop Polish digital libraries and institutional repositories– Based on OAI-PMH protocol – Document description in Dublin Core, MARC, RSS, RDF– Offers option for search remote libraries (dLibra group)– The first installation in 2002

• Now 40 000+ items (books, journals, photos) offered by:– 8 regional digital libraries (including 2 university of

technology libraries)– 6 institutions libraries (2 university of technology libraries)


http://bcpw.bg.pw.edu.pl/dlibra


The future

• Librarians vote for Open Access initiative

• Lower VAT for electronic sources

• No more consortia, more particular, subject oriented purchasing

• More library cooperation in information exchange

• Bigger budgets for libraries


Questions and problems

• Better promotion and methods of teaching information literacy

• Improving OPAC functionality - the best way to inform users about offered services

• Copyright for electronic sources stands more barriers

• Long term preservation of electronic collection (cost, software and hardware, staff to operate it) – On-site installations costs!


Questions?

Thank you for your attention

[email protected]

www.bg.pw.edu.pl

polish way to improve access to electronic sources jolanta stepniak warsaw university of technology...

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