Libraries are increasingly being called upon to extend
access to their online resources to users beyond their
core constituencies. Every institution has its own unique
arrangements, but they all raise similar questions for the
library: are these users included under our existing licences
or are separate ones needed? Will we have to pay more, and
if so, how much? Where can I go for advice? Learn about the
guidelines Jisc Collections has developed, and hear from
two librarians who have successfully implemented their own
solutions: Anna Franca on KCL’s work with an NHS Trust
and Ruth Dale on Nottingham’s overseas campuses.
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UKSG Conference 2017 Breakout - Licensing for additional users and partner organisations: finding your way through the maze - Ruth Dale
1. 1UKSG 2017
The overseas maze:
licensing e-resources for users
registered outside the UK
Ruth Dale – Senior Librarian, Resource Acquisitions
University of Nottingham
ruth.dale@nottingham.ac.uk
2. UKSG 2017 2
content outline
• Nottingham background and facts and figures
• “Authorised” users – who, where, what?
• Sources of information about users
• How – technical challenges
• Pricing models for additional fees
• Liaison with colleagues overseas
4. UKSG 2017 4
University of Nottingham campuses
• UK 32k student fte approx
• Malaysia, Since 2000, 4800 fte approx
• China, Since 2005, 6200 fte approx.
Staff overseas – mix of local and long-term secondment
Students – can alternate campus
Library in each location – largely local staff, some shorter term
secondments
E-resources – licensed with main UK agreement if at all possible
5. UKSG 2017 5
Who, where, what (and how)
• Where are the users, and what is their status
– Distance Learners, at an overseas campus, taught by
partners?
– Can you keep a list updated to attach to renewals/orders?
– Who can you network with locally to update?
• What numbers involved?
– Very small numbers, need to identify/list may have no impact
on pricing
• What do they need - prioritise access to key resources?
– Get in early in planning process (challenging)
6. UKSG 2017 6
• HESA
The Aggregate offshore record is collected in respect of students studying
(to date) wholly outside the UK who are either registered with the reporting
provider or who are studying for an award of the reporting provider…
https://www.hesa.ac.uk/collection/c16052/introduction
8. UKSG 2017 8
How - technical setup
• Three of everything: SFX, Metalib, Primo, library
catalogue, Shibboleth, IP ranges …
• WAYF?
• Usage data…
9. UKSG 2017 9
How might we price it – let me count the
ways…
• Purely on total FTE, Flat rate for each site, Subject
FTE, Usage-based – ie include them, but monitor
usage and retain right to price later, Bespoke
negotiated add-on fee
• Who negotiate with – CAN it be done from the UK?
• Publisher policies on regional licensing already?
10. UKSG 2017 10
Communication
Challenges :
• Time differences/geographical distance
• Understanding the problem – and who reports it!
• Building and maintaining relationships remotely
Solutions:
• Emails
• Skype/Lync
• Meetings with colleagues on site visits
• Group video conferencing sessions
Two campuses overseas – Ningbo in China (same region as Shanghai), Kuala Lumpur in Malaysia
Fairly large overseas campuses, mature.
Print resources bought locally – via agents in the case of China
E-resources negotiated from the UK wherever possible as part of our agreements
Main academic publishers – all set up
US Societies – was a problem, but in recent
UK Societies – not good
Publishers where included?
Publishers/suppliers where not?
General scale 100+ resources NOT 170+ are
How as well – more later!
Where and what comparatively easy for me with three campuses – data available on a portal internally (just numbers and campus)
Users on any distance learning course will generally be registered with your UK site, and regarded as “authorised”. You may still have technical issues.
Much easier if you start to add in automatically to all renewals
Key resources – library colleagues overseas/course leaders should help with prioritisation
The people at your University who complete your HESA return may be the best place to start.
Publishers mention using these statistics themselves to confirm FTE for UK students – maybe this will be agreed to be the equivalent for overseas?
Nottingham – central planning unit.
Senior library mgmt. SHOULD find out about new courses/campuses etc
Our local identity setup was not specifically arranged to fit in with library access and/or Shibboleth, but it does enable relatively tight control. You must have some way of excluding these users where they are not permitted access
Until this year we also still had classic Athens in China and Malaysia
Shibboleth – not all publishers can easily cope with three Shibboleth identities for a single agreement – huge thanks to those who have worked with us to crack that!
Usage data – mostly, despite authentication setup, standard COUNTER data only available at overall level. Not great for SCONUL reporting
Small numbers may simply need identifying – JISC tool can help with this.
Not necessarily entail a fee – especially if this is a new campus (ie not a partnership arrangement with an organisation who might also otherwise take out a license of their own)
We have examples of all of these
All of these might apply for you – JISC tool largely for up to 2000?
Increasingly our request to add this is not met with incomprehension – with few exceptions all major academic publishers arranged via existing account management
Not technically about licensing – but if you have negotiated access, queries about lack of it will probably come to you at some point
You should agree with local support colleagues who contacts publishers if things go wrong