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‘Slow and steady wins the race…’
An international partnership licensing
update from Middlesex University’
Illustration by Mrs josephine alvarez from Las Vagas
Helen Matthews
Transnational Library Liaison Manager
© Middlesex University
Transnational Library Liaison Manager’s Role
• Integrated library support for Transnational Education (TNE)
• Overseas campus librarians
• UK/overseas partners (Joint/Franchised/Validated),
• Ensuring access to the resources required.
• Negotiate with publishers for access to extend existing e-resource
subs
• Seek to influence publishers with the help of national bodies such as JISC
• Streamline processes and costs through publishers and providers
• Promote services and manage expectations of partners
• Consistent approach to selection, provision/management of e-
resources across all stakeholders, observing copyright /licence
restrictions
• Collection and management of data relating to services and partners
e.g. e-resource access rights, costs, usage stats. extended licences
Presentation title | 2
© Middlesex University
• UK core FTE 17,500 (including distance learners)
• Overseas campuses (students recruited by campus; enrolled in UK):
• Dubai 2500
• Mauritius 800
• Malta 200
— Now reported in HESA statistics as ‘Aggregate Offshore’
• 100+ Partnership Institutions
• 30 Overseas
• 14,000 collaborative students
Middlesex student numbers & overseas presence
© Middlesex University Presentation title | 4
QAA Chapter B10 Guidance on Partnerships
“The fundamental principle underpinning all arrangements for
delivering learning opportunities with others is that the degree-
awarding body has ultimate responsibility for academic standards and
the quality of learning opportunities, regardless of where these
opportunities are delivered and who provides them.”
http://www.qaa.ac.uk/publications/information-and-guidance/uk-quality-code-for-higher-education-
chapter-b10-managing-higher-education-provision-with-others1#.VrsqHE8Xu3Y
© Middlesex University
Type Definition
Joint A University programme and qualification, jointly designed, delivered
and assessed by the University and Partner and quality assured by the
University. Programme and student information are on Student
Management System
Validated A programme developed, delivered and assessed by a Partner and
awarded/ quality assured by the University.
Franchised A University programme and qualification, or part thereof, designed
assessed and quality assured by the University but delivered at and by
a partner. Programme and student information are on Student
Management System .
Main categories of collaborative programme at MDX
© Middlesex University
• Copyright and E-Resource Licence co-ordinators not consulted
during campus and partnership negotiations and set up
• Promises sharing resources made erroneously as negotiators
unaware of issues or using as marketing tool.
• Partnership organisations
• Don’t understand what they have agreed to
• Expect to receive access to resources they are not entitled to.
• Licence co-ordinators and publishers now more ‘clued up’ on who
is and is not entitled to be included in a licence
• HESA Overseas student reporting procedures changed along the
way - Students no longer included in main body, nor captured by
the licenses relying on these figures.
Not unique to Middlesex…?
© Middlesex University
Licensing challenges
Common questions asked by publishers/providers:
• How was the campus set up – independently or in collaboration with local
partner?
• Who recruits the students (Home institution or partner?) and where are they registered?
• Total number of students at partner institution i.e. % our students represent?
• Number of staff at partner? Who employs the staff?
• Who owns what? i.e. buildings, servers, resources
• Location of partnership: Country & address
• Library licence co-ordinators do not see partnership agreements
• Does publisher supply database and/or any other resources to partner?
• Will they have separate authenticated access to content from UK/home students?
• Wording of licences can be unclear
• JISC Decision Tool – Time/difficulty gathering data about partners (even
campuses), then lack of clarity of where Tool answers lead
• Providers’ inconsistent approach to determine ‘authorised user’ status
• Managing access – admin and tech, usage statistics
© Middlesex University
Process of extending access to campuses
• Share eResource to Proquest (SerialsSolutions) ‘Consortium edition’
(resource permission set)
• Arrange authentication; Open Athens, Shibboleth, EZproxy
• Need to identify the staff and students at partnerships
• Create bespoke Libguides and branded SS Summon/e-journals
pages, bespoke catalogue interface/Book Suggestion Form etc.
• Different process for franchises
Presentation title | 8
© Middlesex University Presentation title | 9
© Middlesex University
Dubai Discovery Platform
Presentation title | 10
© Middlesex University
Dubai catalogue
Presentation title | 11
© Middlesex University
Providing resources to franchises
• Promised resources Hendon students access
• Identify specific partnership resource needs. Only relevant publishers
contacted – ongoing process
• Still a variety of questions asked by publishers and lack of understanding
relating to definitions of partnerships
• Once agreed, subs embedded for subsequent renewals
• 2015 Report written to ‘manage resources’
• Growing acceptance by University that partnerships cannot access everything
• Libguides created for each partnership
• Permission groups set up in Athens/Shibboleth/ezproxy
• Chipping away, little by little…
Presentation title | 12
© Middlesex University Presentation title | 13
© Middlesex University
Partner support and complying with licences
• 2010 project to identify/extend licenses to overseas campuses:
• Access allowed to UK registered students anywhere (majority)
• Additional payment required, dependent on numbers (few)
• No to certain countries and some subjects such as Film, Sound & Broadcast
• 2014 Purchased Proquest Discovery Service ‘Consortium Edition’
• Allocates resources to campuses/controls Summon links
• Not authentication
• 2015 Bespoke ‘portlets’ developed for overseas campus libraries with
bespoke lists of resources and catalogue interfaces.
• 2015 Project looking at resources for franchises
• 2015 Met with JISC to discuss challenges of extending access
• 2016 LibGuides for franchises
• Paid for access
• Managing access
• Recognition that we need to ‘manage’ the franchised offering.
© Middlesex University
Future Solutions
• Concentrating on actual partner needs first and advocacy
- to continue reinforcing message internally
• Explore licensing with JISC Collections and eduserv
• LIS-PERL - Librarians to collaborate to seek solutions and
share best practice
© Middlesex University
Helen Matthews
Transnational Library Liaison Manager
h.matthews@mdx.ac.uk

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An International Partnership Licensing Update from Middlesex University - Helen Matthews

  • 1. ‘Slow and steady wins the race…’ An international partnership licensing update from Middlesex University’ Illustration by Mrs josephine alvarez from Las Vagas Helen Matthews Transnational Library Liaison Manager
  • 2. © Middlesex University Transnational Library Liaison Manager’s Role • Integrated library support for Transnational Education (TNE) • Overseas campus librarians • UK/overseas partners (Joint/Franchised/Validated), • Ensuring access to the resources required. • Negotiate with publishers for access to extend existing e-resource subs • Seek to influence publishers with the help of national bodies such as JISC • Streamline processes and costs through publishers and providers • Promote services and manage expectations of partners • Consistent approach to selection, provision/management of e- resources across all stakeholders, observing copyright /licence restrictions • Collection and management of data relating to services and partners e.g. e-resource access rights, costs, usage stats. extended licences Presentation title | 2
  • 3. © Middlesex University • UK core FTE 17,500 (including distance learners) • Overseas campuses (students recruited by campus; enrolled in UK): • Dubai 2500 • Mauritius 800 • Malta 200 — Now reported in HESA statistics as ‘Aggregate Offshore’ • 100+ Partnership Institutions • 30 Overseas • 14,000 collaborative students Middlesex student numbers & overseas presence
  • 4. © Middlesex University Presentation title | 4 QAA Chapter B10 Guidance on Partnerships “The fundamental principle underpinning all arrangements for delivering learning opportunities with others is that the degree- awarding body has ultimate responsibility for academic standards and the quality of learning opportunities, regardless of where these opportunities are delivered and who provides them.” http://www.qaa.ac.uk/publications/information-and-guidance/uk-quality-code-for-higher-education- chapter-b10-managing-higher-education-provision-with-others1#.VrsqHE8Xu3Y
  • 5. © Middlesex University Type Definition Joint A University programme and qualification, jointly designed, delivered and assessed by the University and Partner and quality assured by the University. Programme and student information are on Student Management System Validated A programme developed, delivered and assessed by a Partner and awarded/ quality assured by the University. Franchised A University programme and qualification, or part thereof, designed assessed and quality assured by the University but delivered at and by a partner. Programme and student information are on Student Management System . Main categories of collaborative programme at MDX
  • 6. © Middlesex University • Copyright and E-Resource Licence co-ordinators not consulted during campus and partnership negotiations and set up • Promises sharing resources made erroneously as negotiators unaware of issues or using as marketing tool. • Partnership organisations • Don’t understand what they have agreed to • Expect to receive access to resources they are not entitled to. • Licence co-ordinators and publishers now more ‘clued up’ on who is and is not entitled to be included in a licence • HESA Overseas student reporting procedures changed along the way - Students no longer included in main body, nor captured by the licenses relying on these figures. Not unique to Middlesex…?
  • 7. © Middlesex University Licensing challenges Common questions asked by publishers/providers: • How was the campus set up – independently or in collaboration with local partner? • Who recruits the students (Home institution or partner?) and where are they registered? • Total number of students at partner institution i.e. % our students represent? • Number of staff at partner? Who employs the staff? • Who owns what? i.e. buildings, servers, resources • Location of partnership: Country & address • Library licence co-ordinators do not see partnership agreements • Does publisher supply database and/or any other resources to partner? • Will they have separate authenticated access to content from UK/home students? • Wording of licences can be unclear • JISC Decision Tool – Time/difficulty gathering data about partners (even campuses), then lack of clarity of where Tool answers lead • Providers’ inconsistent approach to determine ‘authorised user’ status • Managing access – admin and tech, usage statistics
  • 8. © Middlesex University Process of extending access to campuses • Share eResource to Proquest (SerialsSolutions) ‘Consortium edition’ (resource permission set) • Arrange authentication; Open Athens, Shibboleth, EZproxy • Need to identify the staff and students at partnerships • Create bespoke Libguides and branded SS Summon/e-journals pages, bespoke catalogue interface/Book Suggestion Form etc. • Different process for franchises Presentation title | 8
  • 9. © Middlesex University Presentation title | 9
  • 10. © Middlesex University Dubai Discovery Platform Presentation title | 10
  • 11. © Middlesex University Dubai catalogue Presentation title | 11
  • 12. © Middlesex University Providing resources to franchises • Promised resources Hendon students access • Identify specific partnership resource needs. Only relevant publishers contacted – ongoing process • Still a variety of questions asked by publishers and lack of understanding relating to definitions of partnerships • Once agreed, subs embedded for subsequent renewals • 2015 Report written to ‘manage resources’ • Growing acceptance by University that partnerships cannot access everything • Libguides created for each partnership • Permission groups set up in Athens/Shibboleth/ezproxy • Chipping away, little by little… Presentation title | 12
  • 13. © Middlesex University Presentation title | 13
  • 14. © Middlesex University Partner support and complying with licences • 2010 project to identify/extend licenses to overseas campuses: • Access allowed to UK registered students anywhere (majority) • Additional payment required, dependent on numbers (few) • No to certain countries and some subjects such as Film, Sound & Broadcast • 2014 Purchased Proquest Discovery Service ‘Consortium Edition’ • Allocates resources to campuses/controls Summon links • Not authentication • 2015 Bespoke ‘portlets’ developed for overseas campus libraries with bespoke lists of resources and catalogue interfaces. • 2015 Project looking at resources for franchises • 2015 Met with JISC to discuss challenges of extending access • 2016 LibGuides for franchises • Paid for access • Managing access • Recognition that we need to ‘manage’ the franchised offering.
  • 15. © Middlesex University Future Solutions • Concentrating on actual partner needs first and advocacy - to continue reinforcing message internally • Explore licensing with JISC Collections and eduserv • LIS-PERL - Librarians to collaborate to seek solutions and share best practice
  • 16. © Middlesex University Helen Matthews Transnational Library Liaison Manager h.matthews@mdx.ac.uk

Editor's Notes

  1. Greek RRO and Art college Validated partner = no Licensing or access rights. MU School staff initially thought Franchise and OSDEL email a scam. OSDEL perfectly within their rights to demand college take out a licence or take down copies of copyright content.
  2. Huge number of publishers and licenses – I feel like licenses are being negotiated as before NESLI/Eduserv Plus questions asked such as ‘do you want the whole partnership to have access?’ Why not? Decision Tool url: http://www.jisc-collections.ac.uk/Global/Decision%20Tool/Partner%20Decision%20Tool%20v10%20Feb%202015-1%20(Carolyn%20Alderson).xlsx