1330 mon boisdale 2 look


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1330 mon boisdale 2 look

  1. 1. JISC Collections banding review Or: Zen and the art of banding maintenance Hugh Look (Banding Manager, JISC Collections)JISC Collections
  2. 2. Because that William Gibson quote is so, like, yesterdayMiss Brunner: “You look ahead.”Jerry Cornelius: “I look around. Ahead is here already.” – Michael Moorcock: The Final Programme (Book 1 of the Cornelius Quartet)JISC Collections
  3. 3. What is the JISC Collections banding scheme? Basis for all subscription fees for the online resources in JISC Collections Catalogue – For NESLi2 agreements, bands have been used as part of the basis for establishing fees for Big Deal All JISC Collections institutional members in UK ranked into one of 10 bands – Further and Higher Education institutions – Specialist Colleges – Separate schemes for other groups such as schools or museums BANDING IS NOT THE SAME AS PRICINGJISC Collections
  4. 4. Why do we need to review the banding? Banding is based on public sector finance for HEIs The shape of funding is changing dramatically – The value of block grant funding is being reduced, especially in teaching – Student fees are becoming much more important – Research funding comes from more diverse sources Institutions are becoming more complex – Multi-site joint ventures – Overseas campuses The relative incomes of institutions will change Different elements of their income will become more important Would need to update data even if using same metricsJISC Collections
  5. 5. Our options Do nothing Update the data using the same basis for the bands Introduce a new schemeJISC Collections
  6. 6. Our options Do nothing – Bands will become increasingly detached from reality – Inequities will become more prevalent – We will have to kludge all the time Update the data using the same basis for the bands – Bands will become increasingly detached from reality – Inequities will become more prevalent Introduce a new scheme – Back in touch with reality – Complicated (and possibly painful) transition – We can create a scheme that is much more future-proofJISC Collections
  7. 7. Why now? Impact of increased student fees and other changes will not be clear for some time Reduce uncertainty Avoid panic! Manage the transition, which will be (reprise) – Complex – Possibly painful Here comes the Zen bit…JISC Collections
  8. 8. JISC Collections
  9. 9. The main riskJISC Collections
  10. 10. The main risk Designing a scheme to meet objections to other schemes Or to avoid the pain of transition – A danger with any consultative processJISC Collections
  11. 11. How does the scheme work at the moment? Predicated on just three elements – HEFCE/HEFCW/SFC/DELNI recurrent grant for teaching (―T funding‖) – HEFCE/HEFCW/SFC/DELNI recurrent grant for research (―QR research funding‖) – Research Council funding Data is transparent – Available from HESA We do not use now, nor have we ever used, FTE as a basis for banding!JISC Collections
  12. 12. What we will need to model More complex situations Different types of revenue – More diverse research revenues – Student fees Avoiding excessive volatilityJISC Collections
  13. 13. What we need to retain or add in a new scheme Transparency Practicality Adaptability to changing circumstances – Changing sources of revenue – Changes to research funding as well as teaching – Mergers of large HEIsJISC Collections
  14. 14. Proposed solution Include all relevant income – (UK average under old model) – Remaining block grant funding for teaching & research (34%) – All student fee income (31%) • Including from overseas campuses – Research council income (6%) – Industry funding—research and consultancy (2%) – Funding from charities (2%) – Other public sector income—NHS etc (3%) – EU funding (1%) – These percentages vary widely depending on type of HEIJISC Collections
  15. 15. Excluded income Excludes a few categories that do not add to use of information resources – Endowment income – Income from activities such as letting rooms in halls of residence – Income from IP licensing – Deferred capital grantsJISC Collections
  16. 16. I’m sure you didn’t, but just in case you drifted off for a moment earlier on… BANDING IS NOT THE SAME AS PRICING Publishers make their own commercial decisions as to how to price each band – They frequently combine bands – They set different ratios between bands • Highest:lowest ranges from 2:1 to 10:1 When we implement a major review of bands, we would expect to see publishers reconsider their pricing to ensure that their business remains sustainable This is the major issue for the transitionJISC Collections
  17. 17. The most conservative approach Refresh current model with new data Will drift further and further out of touch with both demand and ability to pay Over 60 institutions would still change band Some would change by 2 bandsJISC Collections
  18. 18. The most radical Take into account all relevant income Reduce bands to 5 or 6 – Reduction in bands may not be that hard as is de facto position in many casesJISC Collections
  19. 19. Implications Revisions to banding are a strategic issue, not commercial tactics The least disruptive model is a refresh of the current model with new data Broad acceptance of all relevant income model in consultation so far Any change to metrics create major shifts in banding Prices will need to be realigned – Not the purpose of the review to reduce or increase the total paid by the sector Publishers will wish to carry out equally comprehensive review of their prices This will form part of future negotiations with publishersJISC Collections
  20. 20. Implications Whatever we do, we will need to bring in changes gradually – Commercial adjustments need to follow Some HEIs will pay less Some will pay more Need time to plan for these changes We will make data availableJISC Collections
  21. 21. Planning the transition Further discussions with publishers needed before a plan can be finalised – Publishers will need to model new pricing – We will need to model the impact of the new pricing We will make modelling data available to HEIs and to publishers for their own estimating Estimate 3 to 4 years before new scheme fully operational Also under consideration: the “large HEI with very small demand for a specialist resource” problem – Some metrics for a possible solution being modelled – But not yet testedJISC Collections
  22. 22. I would like to hear your comments and suggestions. Sendthem to: Hugh Look Banding manager, JISC Collections hugh.look@jisc-collections.ac.ukJISC Collections
  23. 23. I would like to hear your comments and suggestions. Sendthem to: Hugh Look Banding manager, JISC Collections hugh.look@jisc-collections.ac.ukJISC Collections
  24. 24. DiscussionJISC Collections