Developing Licence Models Facilitating wider access to online information

Developing Licence Models Facilitating wider access to online information Liam Earney JISC Collections Team Manager

The existing model Challenges to the model Developing, Strengthening and Changing the Model Knowledge Exchange Business and Community Engagement Universal Access Model Cross Sectoral Collaboration Reflections… Questions? Introduction

The existing model

Challenges to the model

Developing, Strengthening and Changing the Model

Knowledge Exchange

Business and Community Engagement

Universal Access Model

Cross Sectoral Collaboration

Reflections…

Questions?

The existing model JISC Collections licenses online resources on behalf of UK Higher and Further Education Institutions and the Research Councils Emphasis is on widest possible access and widest possible range of educational uses Licenses e-journals, e-books, bibliographic databases, archival and full text collections, film, images, sound, and any other stuff The JISC model licence and the agreements based on it rest on two assumptions: Individual institutions decide whether to participate in any specific agreement Individual institutions have a direct link with and can take full responsibility for their Authorised Users JISC Collections Agreements have been designed on the basis of one institution with a defined user community

JISC Collections licenses online resources on behalf of UK Higher and Further Education Institutions and the Research Councils

Emphasis is on widest possible access and widest possible range of educational uses

Licenses e-journals, e-books, bibliographic databases, archival and full text collections, film, images, sound, and any other stuff

The JISC model licence and the agreements based on it rest on two assumptions:

Individual institutions decide whether to participate in any specific agreement

Individual institutions have a direct link with and can take full responsibility for their Authorised Users

JISC Collections Agreements have been designed on the basis of one institution with a defined user community

Challenges to the existing model Political, Social, Economic, Legal and Technological pressures The licence as impediment to access and use? Sectoral and cross-sectoral pressures for access to content and numerous levels: Transnational, National, Regional consortia Discipline/Subject based consortia Sub-Institutional access to niche resources Schools, NHS, Public Libraries, Colleges, Museums, Local Government Overseas partner organisations Knowledge transfer and commercial exploitation of services and IPR Technology facilitates widespread dissemination and use of content, information, data etc

Political, Social, Economic, Legal and Technological pressures

The licence as impediment to access and use?

Sectoral and cross-sectoral pressures for access to content and numerous levels:

Transnational, National, Regional consortia

Discipline/Subject based consortia

Sub-Institutional access to niche resources

Schools, NHS, Public Libraries, Colleges, Museums, Local Government

Overseas partner organisations

Knowledge transfer and commercial exploitation of services and IPR

Technology facilitates widespread dissemination and use of content, information, data etc

Developing, changing and strengthening the existing model Tension in the (Scholarly) Information Structure There has never been so much content available to users There has never been so much desire for wider access to that content Significant part of that content is owned and will continue to be owned by third parties licensing that data to the public sector What steps can the public sector take to maximise easy, sustainable and long term access to this content? Working to build upon established models to create an overarching model where ‘universal access’ is the main objective Recognise that such access may be achieved in steps, working with consortia to pool funding and leverage economies of scale.

Tension in the (Scholarly) Information Structure

There has never been so much content available to users

There has never been so much desire for wider access to that content

Significant part of that content is owned and will continue to be owned by third parties licensing that data to the public sector

What steps can the public sector take to maximise easy, sustainable and long term access to this content?

Working to build upon established models to create an overarching model where ‘universal access’ is the main objective

Recognise that such access may be achieved in steps, working with consortia to pool funding and leverage economies of scale.

The Knowledge Exchange Partnership between 4 national ICT bodies to license online resources across national borders UK – JISC Netherlands – SURFfoundation Germany – DFG Denmark – DEFF Aim of leveraging greater economies of scale in the licensing of online content on behalf of their communities and to develop new and innovative business models Important to introduce transparency and efficiency to the licensing process Publishers selected by a joint tender process run by the Knowledge Exchange through the EU competitive tender process Discounts on pricing are based on levels of take up from each partner country For further information: www.knowledge-exchange.info

Partnership between 4 national ICT bodies to license online resources across national borders

UK – JISC

Netherlands – SURFfoundation

Germany – DFG

Denmark – DEFF

Aim of leveraging greater economies of scale in the licensing of online content on behalf of their communities and to develop new and innovative business models

Important to introduce transparency and efficiency to the licensing process

Publishers selected by a joint tender process run by the Knowledge Exchange through the EU competitive tender process

Discounts on pricing are based on levels of take up from each partner country

For further information: www.knowledge-exchange.info

Business and Community Engagement Government policy and institutional strategy are transforming the external relations of universities: Partner organisations in the UK and overseas Small and medium sized enterprises ‘incubated’ by the institution and undertaking commercial research Previous versions of the model licence weren’t developed for this JISC Collections updated the definition of an authorised user to allow access for those staff not employed by an institution but teaching its students Access for retired members of staff New framework licences to allow institutions to upgrade existing subscriptions to cover partner organisations in the UK and Overseas for Educational and Commercial Purposes Recent survey received over 128 responses Revealed difficulties with institutional implementation of the new licences Commissioning report to examine the role of JISC Collections in this area

Government policy and institutional strategy are transforming the external relations of universities:

Partner organisations in the UK and overseas

Small and medium sized enterprises ‘incubated’ by the institution and undertaking commercial research

Previous versions of the model licence weren’t developed for this

JISC Collections updated the definition of an authorised user to allow

access for those staff not employed by an institution but teaching its students

Access for retired members of staff

New framework licences to allow institutions to upgrade existing subscriptions to cover partner organisations in the UK and Overseas for Educational and Commercial Purposes

Recent survey received over 128 responses

Revealed difficulties with institutional implementation of the new licences

Commissioning report to examine the role of JISC Collections in this area

Universal Access Model - Superbands Weaknesses of the ‘opt-in’ model uneven access to core resources dependent on the institutional collections building policy dependent on the institutional budgets Impedes leveraging of spending power by institutions to maximise availability of resources Developing a model that allows both existing and ad-hoc consortia to come together to license collections - Superbands Like JISC banding, Superbands are based on the public funding of the member organisations Consortia ‘Superband’ derived from the total public funding of the members of the consortium Superbands provide a transparent framework for negotiation of consortia agreements Based on existing JISC Banded pricing for JISC Collections agreements Currently consulting with SHEDL, CURL and institutions in Wales Further consultation to come

Weaknesses of the ‘opt-in’ model

uneven access to core resources

dependent on the institutional collections building policy

dependent on the institutional budgets

Impedes leveraging of spending power by institutions to maximise availability of resources

Developing a model that allows both existing and ad-hoc consortia to come together to license collections - Superbands

Like JISC banding, Superbands are based on the public funding of the member organisations

Consortia ‘Superband’ derived from the total public funding of the members of the consortium

Superbands provide a transparent framework for negotiation of consortia agreements

Based on existing JISC Banded pricing for JISC Collections agreements

Currently consulting with SHEDL, CURL and institutions in Wales

Further consultation to come

Cross Sectoral Collaboration JISC Collections for Schools Pilot project funded by Becta to extend central licensing and negotiation to schools in England – Northern Ireland, Scotland and Wales can participate in agreements Banding model based on FTE – higher the FTE higher the discount Model allows individual schools, ad hoc groups of schools, Regional Broadband Consortia, Local Authorities and Devolved Administrations to license resources London Museum Libraries and Archives Group Pilot licensing project funded by MLA Banding model based on number of research staff in Museums Specially developed version of JISC Model licence to take account of museum requirements Scottish Library and Information Council JISC Collections responsible for negotiating extensions to existing SLIC agreements

JISC Collections for Schools

Pilot project funded by Becta to extend central licensing and negotiation to schools in England – Northern Ireland, Scotland and Wales can participate in agreements

Banding model based on FTE – higher the FTE higher the discount

Model allows individual schools, ad hoc groups of schools, Regional Broadband Consortia, Local Authorities and Devolved Administrations to license resources

London Museum Libraries and Archives Group

Pilot licensing project funded by MLA

Banding model based on number of research staff in Museums

Specially developed version of JISC Model licence to take account of museum requirements

Scottish Library and Information Council

JISC Collections responsible for negotiating extensions to existing SLIC agreements

Reflections and future activities 1 What have we learnt? Hard work Aligning different structures, ambitions, goals How does each sector value different resources? JISC Model Licence has acted as a sold basis for agreements with publishers across sectors When has it worked well? Close working relationship between the partners Understanding of different needs of different sectors When all sides have had time What challenges have we faced? Similar but not the same – not targeting the same goals Sectoral politics Finding metrics that work in different sectors

What have we learnt?

Hard work

Aligning different structures, ambitions, goals

How does each sector value different resources?

JISC Model Licence has acted as a sold basis for agreements with publishers across sectors

When has it worked well?

Close working relationship between the partners

Understanding of different needs of different sectors

When all sides have had time

What challenges have we faced?

Similar but not the same – not targeting the same goals

Sectoral politics

Finding metrics that work in different sectors

Reflections and future activities 2 Licences are only as good as the ability to implement them Access management Machine readable licences Institutional understanding of licensing Licences are only as good as the weakest licence Standard clauses adopted by all publishers Paid for content is only part (and a shrinking part) of the overall content mix Open Access – SCOAP3 Need to make sure that we maximise access to the content we own rights in

Licences are only as good as the ability to implement them

Access management

Machine readable licences

Institutional understanding of licensing

Licences are only as good as the weakest licence

Standard clauses adopted by all publishers

Paid for content is only part (and a shrinking part) of the overall content mix

Open Access – SCOAP3

Need to make sure that we maximise access to the content we own rights in

Thank you for listening Liam Earney Collections Team Manager Email: [email_address] Telephone: 020 3006 6002