Banding & Licensing


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Banding models and the model licence

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Banding & Licensing

  1. 1. Banding models <ul><li>Reference Online model – based on local population </li></ul>Population Band Over 1m 1 Up to 1m 2 Up to 750k 3 Up to 500k 4 Up to 250k 5 Up to 100k 6
  2. 2. Reader-based bands <ul><li>Considerations: </li></ul><ul><li>Banding represents relative positioning </li></ul><ul><li>It is not an absolute </li></ul><ul><li>Seeking the banding that best expresses the relationship between different local authorities </li></ul>
  3. 3. Possible relationships <ul><li>People actually served </li></ul><ul><ul><li>Active borrowers </li></ul></ul><ul><li>People who could be served </li></ul><ul><ul><li>Total population </li></ul></ul><ul><ul><li>Registered readers </li></ul></ul><ul><li>Financial strength </li></ul><ul><ul><li>Net expenditure (excluding capex) </li></ul></ul><ul><ul><li>Total materials acquisition budget </li></ul></ul>
  4. 4. Working out bands <ul><li>Bands based on multiplying the midpoints of the lowest band (F) </li></ul><ul><ul><li>Multipliers </li></ul></ul><ul><ul><ul><li>A 40.0 </li></ul></ul></ul><ul><ul><ul><li>B 25.0 </li></ul></ul></ul><ul><ul><ul><li>C 15.0 </li></ul></ul></ul><ul><ul><ul><li>D 7.0 </li></ul></ul></ul><ul><ul><ul><li>E 2.5 </li></ul></ul></ul><ul><ul><ul><li>F 1.0 </li></ul></ul></ul>
  5. 5. Three main options <ul><li>Total population </li></ul><ul><li>Active borrowers </li></ul><ul><li>Registered readers </li></ul>
  6. 6. Total population <ul><li>Not of interest as a metric in itself? </li></ul><ul><li>But could be said to represent total potential user-base for new services </li></ul><ul><ul><li>i.e. those that will attract current non-users </li></ul></ul><ul><li>Used as baseline to test consistency of other models </li></ul>
  7. 7. Active borrowers <ul><li>Potentially attractive for banding </li></ul><ul><li>Represents “real-world” users </li></ul><ul><li>Against population baseline: </li></ul><ul><ul><li>Ranges from 13% to 57% </li></ul></ul><ul><ul><li>Majority between 15% and 30% </li></ul></ul><ul><ul><li>Excluding City of London </li></ul></ul><ul><ul><li>Is this variation reasonable? </li></ul></ul><ul><ul><li>Quite consistent with population </li></ul></ul>
  8. 8. Registered readers <ul><li>Potentially attractive for banding </li></ul><ul><li>Data not available from CIPFA </li></ul><ul><li>Some data collected from LAs </li></ul><ul><ul><li>55 authorities (approx 25% of total) </li></ul></ul><ul><ul><li>Even this sample shows considerable problems </li></ul></ul><ul><li>Against population baseline: </li></ul><ul><ul><li>Very inconsistent </li></ul></ul><ul><ul><li>Ranges from 10% of population to 104% of population </li></ul></ul><ul><ul><li>Excluding City of London </li></ul></ul><ul><ul><li>Why this range? </li></ul></ul>
  9. 9. Other measures <ul><li>Financial strength </li></ul><ul><ul><li>Net expenditure (excluding capex) </li></ul></ul><ul><ul><li>Total materials acquisition budget </li></ul></ul><ul><li>Alternatives to subscription </li></ul><ul><ul><li>Pay per use? </li></ul></ul>
  10. 10. Banding examples C D E D D South Gloucestershire E E E D Bath & NE Somerset D D D D D Swindon E E D E Torbay Local authority Resident population Band Total material acquisitions Band Net expenditure (actual amount) excluding capital charges Band Number of active borrowers in 2007-08 Band Registered readers Band Bournemouth D D D D Bristol C C D D Cornwall C C D C Devon C B C B Dorset D C D C Gloucestershire C B C C North Somerset D D E D C Plymouth D D D D D Poole D D E E Wiltshire C C D D B
  11. 11. Model licence <ul><li>Model licence provides STABILITY and SECURITY for both libraries and publishers </li></ul><ul><li>Different versions depending on format and licensing model </li></ul><ul><li>The ideal that we start with – but it is a model and there are almost always modifications </li></ul><ul><li>Reviewed annually to take account of developments in the wider information environment, licensing and institutional feedback </li></ul><ul><li>Aim is licensing developed by libraries for libraries with terms that allow libraries to offer best service </li></ul>
  12. 12. &quot;Authorised Users&quot; <ul><li>Valid library membership card and PIN issued by the Institution. </li></ul><ul><li>Permitted to access and use the Licensed Work from computer terminals or otherwise within the physical premises of the Institution and off site either via the Institution’s Secure Network or via the website of the Publisher. </li></ul><ul><li>&quot;Walk-In Users&quot; - permitted to access the Licensed Work with the help of an Authorised Demonstrator via computer terminals or otherwise within the physical premises of the Institution and shall be deemed to be Authorised Users only for the time they are within the physical premises of the Institution. </li></ul><ul><li>&quot;Secure Network&quot; - accessible only by Secure Authentication. </li></ul><ul><li>&quot;Secure Authentication“ - access by IP ranges or by a valid library membership card and/or PIN provided by the Institution or by another means of authentication agreed between the Publisher and the Institution. </li></ul>
  13. 13. What can you do? <ul><li>Save, print </li></ul><ul><li>Off site access </li></ul><ul><li>Email, ILL </li></ul><ul><li>Promotion, testing, training </li></ul><ul><li>Display, perform </li></ul><ul><li>Restrictions </li></ul><ul><li>“ Commercial use” </li></ul>
  14. 14. Responsibilities of publisher <ul><li>Free trial </li></ul><ul><li>Customer support </li></ul><ul><li>MARC records </li></ul><ul><li>Standards: Open URL, W3C, COUNTER </li></ul><ul><li>Product documentation </li></ul><ul><li>What else? </li></ul>