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Content Licensing for Transnational Education (TNE)
Carolyn Alderson & Greg Ince, Jisc Collections
What is Transnational Education (TNE)?
In the UK, this means UK degree programmes delivered outside of the
UK through:
•online/distance learning (either with or without local support)
•local delivery partnerships
•a UK institution’s physical presence in another country
UK TNE is delivered across almost all academic areas, at all levels of
study, in almost all countries, often with the option to study part time or
full time.
https://www.universitiesuk.ac.uk/International/heglobal/Pages/what-is-
transnational-education.aspx
2
Education delivered in a country other than that of the awarding institution.
Library content licensing for UK TNE
“TNE aims to create an academic experience for overseas students that
is comparable to studying at the home institution.
Online resources licensed by UK higher education institutions should be
available to all registered and authenticated students, wherever they are
located.”
3
The view from the Society of College, National and University Libraries (SCONUL)
Jisc’s TNE Licensing Pilot
Began in August 2017 and aimed to:
•Find a simpler way of licensing resources
to support TNE students
•Reduce duplication of effort across the
sector
•Minimise time spent negotiating with
publishers
https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot4
A direct response to member demand
and growing complexity
Unravelling complexity and building a consortial approach
•Survey of UK HE TNE activities
•UK HE Library community workshop and interviews
•Navigated the semantic complexities of TNE!
•Analysed UK TNE data reporting sources
•Engaged with key UK HE sectoral agencies
•Highlighted the challenges for libraries with UK HE decision makers
https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot5
What we’ve done (so far)
Unravelling complexity and building a consortial approach
•Developed a licensing approach aligned with UK TNE data reporting
•Developed a revised ‘Decision Tool’ for Jisc agreements
•Gathered examples of best practice and case studies for content
licensing and aspects of managing access
•Worked with community-prioritised publishers to establish viable TNE
licensing agreements and supporting processes
https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot6
What we’ve done (so far)
Unravelling complexity and building a consortial approach
•TNE has grown in strategic importance for UK HE institutions and is
now commonplace
•UK TNE is happening at various scales and at various stages of
maturity, but is more often small in scale
•No two UK University TNE profiles are alike
•TNE language used locally by UK HE institutions is complex and
inconsistent
https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot7
What we have established
Unravelling complexity and building a consortial approach
•UK TNE rarely generates large revenue streams (and this is usually not
the reason it’s being delivered)
•Libraries rarely have additional budgets to support TNE
•University expectations of library content delivery for TNE are out of
step with the realities of content licensing
•All implicated parties involved in content licensing for TNE would
welcome - and benefit from – clarity, guidance and reduced burdens
https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot8
What we have established
What does UK TNE provision look like?
https://www.hesa.ac.uk/support/definitions/offshore
https://www.hesa.ac.uk/collection/c18052/a/type9
UK TNE Activity is reported to the UK Higher Education Statistics Agency
(HESA), via the Aggregate Offshore Record (AOR)
85%
5%
5%
3% 2%
250 students or less
250-500
500-1000
1000-2000
2000+
Jisc TNE Licensing Approach (and the HESA AOR)
https://www.hesa.ac.uk/support/definitions/offshore
https://www.hesa.ac.uk/collection/c18052/a/type
10
Code 1 Code 2 Code 3 Code 4 Code 5
Overseas campus of
reporting provider
Other arrangement
including collaborative
provision
Distance, flexible or
distributed learning
Overseas partner
organisation
Other
Arrangement
Registered at
reporting provider –
studying overseas for
UK HEI award at
overseas campus of
reporting provider
Registered at
reporting provider –
studying overseas for
UK HEI award other
than at an overseas
campus of reporting
provider
Registered at
reporting provider –
distance, flexible and
distributed learning
for UK HEI award
where the location of
the student is known
to be overseas
Registered at
overseas partner
organisation –
studying overseas
for an award of
the reporting
provider
Any other student
studying overseas
for an award of
the reporting
provider
Jisc’s TNE licensing objectives
1. Accepting the TNE Licensing Approach for defining the status of
offshore users as either Authorised Users or Additional Authorised
Users in licence agreements.
2. Agreeing the circumstances (utilising a framework approach) under
which UK HEIs would NOT be expected to pay an additional Fee for
extending their licence agreement to include identified Additional
Authorised Users.
3. Providing a relevant pricing model to Jisc Collections in cases where
UK HEIs are expected to pay a Fee for extending their licence
agreement to include identified Additional Authorised User access.
http://repository.jisc.ac.uk/6941/1/Jisc_Collections_TNE_Licensing_Pilot_Approach_1.8.2018.pdf
11
Our success depends on publishers:
Publisher Engagement
Jisc Collections:
• Wiley
• Springer
• T&F
• SAGE
• Elsevier
• CUP
12
Discussions have been ongoing throughout the pilot
(Jisc) Chest:
• APA
• Emerald
Non-Jisc:
• Ebsco
• IEEE
• Lexis Nexis
• Proquest
Pilot status and next steps
Jisc’s Transnational Education (TNE) Licensing Pilot will be moving to a
service model from 1 August 2019.
Details on Jisc Collections website:
https://www.jisc-collections.ac.uk/Catalogue/Overview/Index/2993
13
Transition to optional licensing service
Thank you
UKSG Stand Number: 52/53
https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot

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Content licensing for transnational education (TNE)

  • 1. Content Licensing for Transnational Education (TNE) Carolyn Alderson & Greg Ince, Jisc Collections
  • 2. What is Transnational Education (TNE)? In the UK, this means UK degree programmes delivered outside of the UK through: •online/distance learning (either with or without local support) •local delivery partnerships •a UK institution’s physical presence in another country UK TNE is delivered across almost all academic areas, at all levels of study, in almost all countries, often with the option to study part time or full time. https://www.universitiesuk.ac.uk/International/heglobal/Pages/what-is- transnational-education.aspx 2 Education delivered in a country other than that of the awarding institution.
  • 3. Library content licensing for UK TNE “TNE aims to create an academic experience for overseas students that is comparable to studying at the home institution. Online resources licensed by UK higher education institutions should be available to all registered and authenticated students, wherever they are located.” 3 The view from the Society of College, National and University Libraries (SCONUL)
  • 4. Jisc’s TNE Licensing Pilot Began in August 2017 and aimed to: •Find a simpler way of licensing resources to support TNE students •Reduce duplication of effort across the sector •Minimise time spent negotiating with publishers https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot4 A direct response to member demand and growing complexity
  • 5. Unravelling complexity and building a consortial approach •Survey of UK HE TNE activities •UK HE Library community workshop and interviews •Navigated the semantic complexities of TNE! •Analysed UK TNE data reporting sources •Engaged with key UK HE sectoral agencies •Highlighted the challenges for libraries with UK HE decision makers https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot5 What we’ve done (so far)
  • 6. Unravelling complexity and building a consortial approach •Developed a licensing approach aligned with UK TNE data reporting •Developed a revised ‘Decision Tool’ for Jisc agreements •Gathered examples of best practice and case studies for content licensing and aspects of managing access •Worked with community-prioritised publishers to establish viable TNE licensing agreements and supporting processes https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot6 What we’ve done (so far)
  • 7. Unravelling complexity and building a consortial approach •TNE has grown in strategic importance for UK HE institutions and is now commonplace •UK TNE is happening at various scales and at various stages of maturity, but is more often small in scale •No two UK University TNE profiles are alike •TNE language used locally by UK HE institutions is complex and inconsistent https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot7 What we have established
  • 8. Unravelling complexity and building a consortial approach •UK TNE rarely generates large revenue streams (and this is usually not the reason it’s being delivered) •Libraries rarely have additional budgets to support TNE •University expectations of library content delivery for TNE are out of step with the realities of content licensing •All implicated parties involved in content licensing for TNE would welcome - and benefit from – clarity, guidance and reduced burdens https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot8 What we have established
  • 9. What does UK TNE provision look like? https://www.hesa.ac.uk/support/definitions/offshore https://www.hesa.ac.uk/collection/c18052/a/type9 UK TNE Activity is reported to the UK Higher Education Statistics Agency (HESA), via the Aggregate Offshore Record (AOR) 85% 5% 5% 3% 2% 250 students or less 250-500 500-1000 1000-2000 2000+
  • 10. Jisc TNE Licensing Approach (and the HESA AOR) https://www.hesa.ac.uk/support/definitions/offshore https://www.hesa.ac.uk/collection/c18052/a/type 10 Code 1 Code 2 Code 3 Code 4 Code 5 Overseas campus of reporting provider Other arrangement including collaborative provision Distance, flexible or distributed learning Overseas partner organisation Other Arrangement Registered at reporting provider – studying overseas for UK HEI award at overseas campus of reporting provider Registered at reporting provider – studying overseas for UK HEI award other than at an overseas campus of reporting provider Registered at reporting provider – distance, flexible and distributed learning for UK HEI award where the location of the student is known to be overseas Registered at overseas partner organisation – studying overseas for an award of the reporting provider Any other student studying overseas for an award of the reporting provider
  • 11. Jisc’s TNE licensing objectives 1. Accepting the TNE Licensing Approach for defining the status of offshore users as either Authorised Users or Additional Authorised Users in licence agreements. 2. Agreeing the circumstances (utilising a framework approach) under which UK HEIs would NOT be expected to pay an additional Fee for extending their licence agreement to include identified Additional Authorised Users. 3. Providing a relevant pricing model to Jisc Collections in cases where UK HEIs are expected to pay a Fee for extending their licence agreement to include identified Additional Authorised User access. http://repository.jisc.ac.uk/6941/1/Jisc_Collections_TNE_Licensing_Pilot_Approach_1.8.2018.pdf 11 Our success depends on publishers:
  • 12. Publisher Engagement Jisc Collections: • Wiley • Springer • T&F • SAGE • Elsevier • CUP 12 Discussions have been ongoing throughout the pilot (Jisc) Chest: • APA • Emerald Non-Jisc: • Ebsco • IEEE • Lexis Nexis • Proquest
  • 13. Pilot status and next steps Jisc’s Transnational Education (TNE) Licensing Pilot will be moving to a service model from 1 August 2019. Details on Jisc Collections website: https://www.jisc-collections.ac.uk/Catalogue/Overview/Index/2993 13 Transition to optional licensing service
  • 14. Thank you UKSG Stand Number: 52/53 https://www.jisc.ac.uk/rd/projects/tne-licensing-pilot

Editor's Notes

  1. We are here to update you on Jisc’s work on content licensing for transnational education or TNE.
  2. TNE is about University X in the UK delivering an educational degree course or programme to students located outside the UK. They may be distance learners, studying at another university abroad, or located on a campus considered owned by the UK University.
  3. A core aim of TNE is to ensure the student academic learning experience is comparable to studying at the home institution. This is where issues related to licensed published content comes into play, as recognized by SCONUL.
  4. Our TNE Licensing pilot was initiated in response to the growing demand from our HE members to find a simpler, more efficient, effective and transparent solution to reduce the duplication of effort across the sector in licensing content for students abroad with publishers. We established a steering group of librarians to support our work and guide us. The group also included an observer from Universities UK International – UUKi.
  5. Throughout the pilot we have sought to understand the TNE landscape fully and communicate and share this with relevant parties.
  6. Our work has formalized into various outputs including: the licensing approach, a revised decision tool and explorations of current practice and these are being made available via the web site. We have also engaged with publishers to test the logic of our approach.
  7. We have learned a lot and what we’ve learned is that this area iscomplex! It got harder before it got easier!
  8. We’ve also learned that TNE continues to be challenging in terms of institutional expectations of content delivery and budgetary support for it.
  9. A key learning point is about what TNE typically looks like in scale terms. UK TNE Activity is reported to the Higher Education Statistics Agency (HESA), via the Aggregate Offshore Record (AOR) Jisc has derived from HESA data that: Provision scenarios tend to be relatively small in scale. Of those TNE provision scenarios reported (delivered through a campus, or, in conjunction with a partner overseas): ~85% involve up to ~250 students ~5% involve ~250-500 students ~5% involve ~500-1000 students ~3% involve ~1000-2000 students ~2% involve over 2000 students
  10. The TNE Licensing Approach uses the Aggregate Offshore Record (AOR) of the Higher Education Statistics Agency (HESA) Specifically, its numerically coded ‘Type of Activity’ field. Students reporting offshore scenarios in Codes 1, 2 and 3 are Authorised Users under Jisc Collections licence agreements. Students identified as Additional Authorised Users in Codes 4 and 5 reflect more complex partnerships, which the Pilot has also addressed. The precise contractual meaning of registered avoids semantic complexity and provides a shared lens through which TNE activities can be understood.
  11. Through the pilot work we have developed a licensing approach using the HESA AOR which identifies Additional Authorised Users and when an additional Fee should apply. The Pilot’s objectives support the TNE strategies of Higher Education Statistics Agency (HESA), Universities UK International Unit (UUKi), the Quality Assurance Agency for Higher Education (QAA), and Jisc.
  12. I’m pleased to report that our first TNE AAU agreement with Wiley is available for our HE members to sign up to via a licence addendum to the main Wiley agreement. This will ensure that universities have licensed their AAUs under the same terms as the main licence. We hope to make more such agreements available before the pilot ends.
  13. We are planning on the pilot moving to optional licensing service from 1 August 2019 so we can progress the work beyond the pilot publishers. Details of the service are now available on the Jisc Collections website.
  14. Thank you for listening on behalf of Greg and myself. Drop by stand etc.