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Consortial library activities
supporting the research in the
universities of Catalonia
Lluís Anglada i de Ferrer
LIBER & CSUC (CBUC)
6th Convention of Slovenian Consortia for
International Scientific Literature
Ljubljana, September 14th and 15th, 2016
Cooperation + libraries + research + Catalonia
Who we are: CSUC (CBUC)
Traditional library services
• Union catalogue, ILL, storage
Licensing
Repositories
New services for researchers
• Orcid, Research portal, RDM
Shared ILS and discovery
Catalonia, some data
• 7.5M inhabitants
• ~32.000 km2
• 12 universities (4 private)
• Students: 224.438
• Prof. & researchers: 15.375
• Research groups: 816
• 44 research centers
Cooperation is a long distance race
 Before CBUC (1991)
• Coordination between libraries with the same ILS software (VTLS)
 CBUC creation (1996)
• Aim: to make the union catalogue of the public universities of Catalonia
 Growth and expansion (1998-2009)
• Around the mission of improving library services through cooperation
• New services: ILL, licensing…
• New members:
– private ant university libraries of Valencia and Mallorca
– special libraries of Catalonia
 Economic crisis 2010-2013
• How maintain our licenses
• Change of formula
 CBUC + Cesca = CSUC (2014-...)
• CBUC was merged with a supercomputing consortium to form CSUC: a new
consortium to provide services to universities
• Now, CBUC is the division of the CSUC for Libraries, Information &
Documentation
Cooperation is not easy
 The reasons to cooperate
• To save money (licensing)
• To save human efforts (RDM)
• To create new services (union catalogue)
 But, to cooperate is not a panacea
• It takes time and resources
• You need shared needs and a strong leadership
• Share is arriving at deals about how work (and pay) together
• CBUC mission: improve library services through cooperation
• Consolidated programs
• Union catalogue, Consortial borrowing, Collaborative print repository
• Digital library = Licensing + Repositories
• Shared ILS
• New projects (all research oriented):
• Research Portal + Research support (OA, Mendeley, ORCID) + RDM
• How? A lot of working groups
Cooperation + libraries + research + Catalonia
Who we are: CSUC (CBUC)
Traditional library services
• Union catalogue, ILL, storage
Licensing
Repositories
New services for researchers
• Orcid, Research portal, RDM
Shared ILS and discovery
CCUC: union catalogue
• Helps researchers to localize print & journals books
and research materials
• Saves money allowing copy cataloguing
• 5.239.941 titles = 1.644.783 items
• 107 institutions & 220 libraries
• University libraries
• Special libraries
• Digital humanities: the CCUC includes also special
materials
• http://ccuc.cbuc.cat/*eng
Consortial borrowing
Consortial
borrowing = ILL
made easy
Consortial
borrowing
• Your physical
library is the 1st
choice
• 2n choice: other
libraries of your
university
• 3r choice: other
libraries of the
CSUC
Off-campus shared storage: main characteristics
 Objectives
• To store and preserve low-use documents, ensuring its future accessibility
when a library patron requires them
• To release room for books and to convert it into room for patrons in our
current libraries
 Location: remote storage, distances from the main campus vary from
1 to 150 km.
 Storage: high-density library storage
 Spaces distribution: Most of the space to keep materials, but also
areas to process documents and reading rooms for users.
 80-70% for cooperative collection
• Collective ownership
• Conditional bailment: institutions can’t recover their documents if GEPA
can’t find the same document among the other institutions.
• and CBUC assumes the cost (storage and maintenance)
 20-30% for proprietary collection
• The library maintains the property, determines conditions for use,
• and pays the cost (storage and maintenance)
Cooperation + libraries + research + Catalonia
Who we are: CSUC (CBUC)
Traditional library services
• Union catalogue, ILL, storage
Licensing
Repositories
New services for researchers
• Orcid, Research portal, RDM
 Shared ILS and discovery
The ‘Big Deal’: a ‘win-win’ situation
Libraries
Buy together:
 Enhanced buying power
 Substantial increase of the value
of invested money
• NO lower costs
but
• BETTER cost/usage ratio
 Substantial increase of the
volume of information to deliver
to their users
Publishers
Know how much have libraries
been spending on their products,
and build the prices on this:
 Increased (and assured)
revenues in a saturated
marketplace
 Increased visibility at
universities
• More usage, more prestige, more
authors attracted
CSUC digital library in 2015 (licensing)
 Consists of 18.600 journals, 18.000 ebooks and 22 databases:
• http://www.csuc.cat/en/libraries-cbuc/digital-library-of-catalonia-bdc
• approx. 8,5 M€, mainly from Catalan universities’ budgets
In the last years:
 No new deals, but no cancellations either
• Elsevier, Springer, Wiley renewals inside the Spanish consortia framework
 RSC Gold: first Gold OA experience as a consortium
 New allocation costs formula for e-journals:
• 80% related to usage
• 5-year transition
• Different impacts on members
13/18
BDC e-resources: selection criteria
 Selection criteria
• Multidisciplinary interest
– Big e-journal/e-book publishers’ portfolio (usually, already subscribed by several CSUC
members)
– A few core databases in specific subjects
 The keys of licensing:
• Agree a formula to share costs
• The size of the agreement
 Next challenge: e- books
 Negotiations for framework and national licenses
• When the economic downturn has been higher, we’ve reached two important
deals with Wiley, and Springer and SCOAP3
– conditions are the same for all, but each regional consortia pays separately
• Licensing for specialized publishers are done separately al consortium level
• 2016 we been working in a deal with Elsevier 2016-2020
 SELL (Southern European Libraries Link) http://www.heal-link.gr/SELL
• Cooperation: Portugal, Spain, France, Greece, Turkey
Cooperation + libraries + research + Catalonia
Who we are: CSUC (CBUC)
Traditional library services
• Union catalogue, ILL, storage
Licensing
Repositories
New services for researchers
• Orcid, Research portal, RDM
 Shared ILS and discovery
RACO, MDC, TDX
• MDC (Digital Memory of
Catalunya)
• http://mdc.cbuc.cat
• 30 institutions
• 3.054.286 documents
• 107 collections
Published images
• RACO (Catalan Journals in
Open Access)
• http://www.raco.cat
• 77 institutions
• 427 journals
• 167.266 articles
• 88% articles are full-text
• Nearly 8 milion queries
• TDX (doctoral Theses)
• http://www.tdx.cat/
• 20.963 doctoral theses
• 18 univdersities
• DART-Europe members
29 new titles during 2014
Digital humanities = special collections
► Fons Isaac
Albéniz (Biblioteca
de Catalunya)
►Fem memòria ► Fons d’imatges
històriques (Institut
de Seguretat Pública
de Catalunya)
► Fons de
cilindres sonors
(Biblioteca de
Catalunya)
► Fons musical de la
Catedral de
Barcelona (Biblioteca
de Catalunya)
►Les veus del
tèxtil – Sabadell
(Fundació Bosch i
Cardellach)
►10 col·leccions
del Centre de
Documentació de
l’Orfeó Català
►Concurs fotogràfic
Imatges del Sud
(Universitat
Politècnica de
Catalunya)
►Legislació històrica
catalana (1481-1706)
(Il·lustre Col·legi
d’Advocats de
Barcelona)
►Cartelleres
cinematogràfiques
(Filmoteca de
Catalunya)
• Encouraging pleople collaboration via crowdsourcing
• 6 collections are already transcribed and 2 more being transcribed
- “Fons personal de Joan Maragall” de la Biblioteca de Catalunya (done in 6 mesos)
- “Pergamins d’Organyà” de la Biblioteca de Catalunya (done in less than a year)
- “Cartelleres cinematogràfiques” de la Filmoteca de Catalunya (done in 46 days)
• “Fem memòria” project going live!
• Linked Open Data
• Geografic search
• TimeLine
Cooperation + libraries + research + Catalonia
Who we are: CSUC (CBUC)
Traditional library services
• Union catalogue, ILL, storage
Licensing
Repositories
New services for researchers
• Orcid, Research portal, RDM
 Shared ILS and discovery
• Researchers have new needs
– Libraries are reorganizing their services to better serve
researchers needs
• New services of Catalan academic libraries
– Subject librarians
– Assessment in use of Mendeley
– Assessment in OA mandates
– Implementation of ORCID
– Open science
– Research portal
– Research data management
• New opportunities:
– To be more useful for our institutions
• How? Working together in issues new for libraries
University libraries and research
ORCID
AGAU
R
AQU
UNEI
X
DGR
Repositoris
institucionals
de les
universitats
Repositoris
cooperatius
(TDX,
RECERCAT,
RACO)
CRIS de les
universitat
s
Portal de
la
Recerca
ORCID to interoperate different research information
systems
Catalan research portal
Universitats
UB | UAB | UPC | UPF
UdG | UdL | URV | UOC
UVic-UCC | URL | UIC
Departaments i Instituts
Departaments vigents
Instituts universitaris de recerca propis i vigents
Grups de recerca
Grups de recerca SGR
Grups de recerca propis i vigents
Publicacions i tesis
Articles
Llibres
Tesis
Projectes de recerca
Competitius
PRC
Investigadors
PDI i PSR actius amb ORCID i
1 activitat
Main objective: to have a unique point to access to all the research outputs of
Catalan and research centers
Lots of discussion on data mapping...
DRAC
Universitas XXI
GREC
SIGMA
UNEIX
Local and
cooperative
repositories
DataWarehouse
Generalitat de
Catalunya
DSpace+Cineca CRIS
11 universitats – 4
sistemes CRIS
diferents
Protocol: OAI-PMH/SWORD
Format: DC
Protocol: OAI-PMH
Format: CERIF-XML
Protocol: XLS
Format: UNEIX
Data flow, protocols, sources and formats
The main problem:
Two different names can refer to a the same object
Universitats
Departaments
Instituts
Grups de
recerca
Projectes de
recerca
Investigadors Publicacions
PRC
1. Model CERIF
2. Simplificació per al
PRC (Informe P. de Castro)
3. Subconjunt CERIF
triat
Data flow using CERIF
Research portal
• Today we have
– A normalized process to load data from universities
– Data of 7.448 researchers
– We will open it next month
• We are working in
• Improve data quality
• More data
• Links with full text
• Automate the data loading
• Future
• Include data form research centers
• Add services to the portal
Research data management
Objective:
• To be able to support OA research data mandates
3 sub objectives
• Research data plans
• Repositories orientation
• RDM policies
For next year
• To create a shared repository for research data
b) Recomendaciones de repositorios temáticos y
multidisciplinares (II)
Cooperation + libraries + research + Catalonia
Who we are: CSUC (CBUC)
Traditional library services
• Union catalogue, ILL, storage
Licensing
Repositories
New services for researchers
• Orcid, Research portal, RDM
 Shared ILS and discovery
Our Long March
 25 years working together around ILS
• Catalan university libraries informally decided to use the same ILS (VTLS):
1990-94
– not without effort
– not without indirect help of universities department of the Catalan government
• CCUC creation: 1991-95 and 1995-96
• The joint decision to change to an ILS of new generation: 2002
• Shared tender (Millennium, SFX & MetaLib): 2005
• Centralized installation of different databases in the same computer, managed
centrally (2007)
 Why a new change?
• For technological reasons (big technological changes since 2005)
– From ILS to platforms for services (Marshall Breeding) + Discovery tools + Cloud
computing (SaaS)
• For economic reasons
– We will not have more staff, so we need to reduce the staff dedication to classical
routines in order to move them to new services
• For service reasons
– To offer to the users a single box to search
– To search over all the collection (print books, journal articles and digital objects in
repositories)
– If we transform the actual different collections in a unique one, our services will be more
attractive and powerful
e- comercials
resources
1994
Repositoris 1999Catalogs 1980
CCUC (1996)
PUC (2011)
MetaLib (2006)
PUI (2011)
Recercat = Narcis (2012) ?
repositoris coop. (2007)
?
Radical cooperation
25 years working together around ILS
• Catalan university libraries unofficially decided to use the same ILS
(VTLS): 1990-94
• CCUC creation: 1991-95 and 1995-96
• The shared decision to change to a new generation ILS: 2002
• Shared tender (Millennium, SFX & MetaLib): 2005
• Centralized installation of different databases in the same computer,
managed centrally (2007)
We established a 3 years (2012-2014) objectives:
• A unique system, cataloguing once, able to search all the library
resources, flexible to grow, interoperable with other Systems and easy
to build new services upon.
• In order to have that system, we need:
– A unique DDBB
– A single search box for all the library resources
– A more flexible computer architecture
najlepša hvala
(moltes gràcies)
www.csuc.cat
@CSUC_info
lluis.anglada@csuc.cat

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Consortial library activities supporting the research in the universities of Catalonia

  • 1. Consortial library activities supporting the research in the universities of Catalonia Lluís Anglada i de Ferrer LIBER & CSUC (CBUC) 6th Convention of Slovenian Consortia for International Scientific Literature Ljubljana, September 14th and 15th, 2016
  • 2. Cooperation + libraries + research + Catalonia Who we are: CSUC (CBUC) Traditional library services • Union catalogue, ILL, storage Licensing Repositories New services for researchers • Orcid, Research portal, RDM Shared ILS and discovery
  • 3. Catalonia, some data • 7.5M inhabitants • ~32.000 km2 • 12 universities (4 private) • Students: 224.438 • Prof. & researchers: 15.375 • Research groups: 816 • 44 research centers
  • 4. Cooperation is a long distance race  Before CBUC (1991) • Coordination between libraries with the same ILS software (VTLS)  CBUC creation (1996) • Aim: to make the union catalogue of the public universities of Catalonia  Growth and expansion (1998-2009) • Around the mission of improving library services through cooperation • New services: ILL, licensing… • New members: – private ant university libraries of Valencia and Mallorca – special libraries of Catalonia  Economic crisis 2010-2013 • How maintain our licenses • Change of formula  CBUC + Cesca = CSUC (2014-...) • CBUC was merged with a supercomputing consortium to form CSUC: a new consortium to provide services to universities • Now, CBUC is the division of the CSUC for Libraries, Information & Documentation
  • 5. Cooperation is not easy  The reasons to cooperate • To save money (licensing) • To save human efforts (RDM) • To create new services (union catalogue)  But, to cooperate is not a panacea • It takes time and resources • You need shared needs and a strong leadership • Share is arriving at deals about how work (and pay) together • CBUC mission: improve library services through cooperation • Consolidated programs • Union catalogue, Consortial borrowing, Collaborative print repository • Digital library = Licensing + Repositories • Shared ILS • New projects (all research oriented): • Research Portal + Research support (OA, Mendeley, ORCID) + RDM • How? A lot of working groups
  • 6. Cooperation + libraries + research + Catalonia Who we are: CSUC (CBUC) Traditional library services • Union catalogue, ILL, storage Licensing Repositories New services for researchers • Orcid, Research portal, RDM Shared ILS and discovery
  • 7. CCUC: union catalogue • Helps researchers to localize print & journals books and research materials • Saves money allowing copy cataloguing • 5.239.941 titles = 1.644.783 items • 107 institutions & 220 libraries • University libraries • Special libraries • Digital humanities: the CCUC includes also special materials • http://ccuc.cbuc.cat/*eng
  • 8. Consortial borrowing Consortial borrowing = ILL made easy Consortial borrowing • Your physical library is the 1st choice • 2n choice: other libraries of your university • 3r choice: other libraries of the CSUC
  • 9. Off-campus shared storage: main characteristics  Objectives • To store and preserve low-use documents, ensuring its future accessibility when a library patron requires them • To release room for books and to convert it into room for patrons in our current libraries  Location: remote storage, distances from the main campus vary from 1 to 150 km.  Storage: high-density library storage  Spaces distribution: Most of the space to keep materials, but also areas to process documents and reading rooms for users.
  • 10.  80-70% for cooperative collection • Collective ownership • Conditional bailment: institutions can’t recover their documents if GEPA can’t find the same document among the other institutions. • and CBUC assumes the cost (storage and maintenance)  20-30% for proprietary collection • The library maintains the property, determines conditions for use, • and pays the cost (storage and maintenance)
  • 11. Cooperation + libraries + research + Catalonia Who we are: CSUC (CBUC) Traditional library services • Union catalogue, ILL, storage Licensing Repositories New services for researchers • Orcid, Research portal, RDM  Shared ILS and discovery
  • 12. The ‘Big Deal’: a ‘win-win’ situation Libraries Buy together:  Enhanced buying power  Substantial increase of the value of invested money • NO lower costs but • BETTER cost/usage ratio  Substantial increase of the volume of information to deliver to their users Publishers Know how much have libraries been spending on their products, and build the prices on this:  Increased (and assured) revenues in a saturated marketplace  Increased visibility at universities • More usage, more prestige, more authors attracted
  • 13. CSUC digital library in 2015 (licensing)  Consists of 18.600 journals, 18.000 ebooks and 22 databases: • http://www.csuc.cat/en/libraries-cbuc/digital-library-of-catalonia-bdc • approx. 8,5 M€, mainly from Catalan universities’ budgets In the last years:  No new deals, but no cancellations either • Elsevier, Springer, Wiley renewals inside the Spanish consortia framework  RSC Gold: first Gold OA experience as a consortium  New allocation costs formula for e-journals: • 80% related to usage • 5-year transition • Different impacts on members 13/18
  • 14. BDC e-resources: selection criteria  Selection criteria • Multidisciplinary interest – Big e-journal/e-book publishers’ portfolio (usually, already subscribed by several CSUC members) – A few core databases in specific subjects  The keys of licensing: • Agree a formula to share costs • The size of the agreement  Next challenge: e- books  Negotiations for framework and national licenses • When the economic downturn has been higher, we’ve reached two important deals with Wiley, and Springer and SCOAP3 – conditions are the same for all, but each regional consortia pays separately • Licensing for specialized publishers are done separately al consortium level • 2016 we been working in a deal with Elsevier 2016-2020  SELL (Southern European Libraries Link) http://www.heal-link.gr/SELL • Cooperation: Portugal, Spain, France, Greece, Turkey
  • 15. Cooperation + libraries + research + Catalonia Who we are: CSUC (CBUC) Traditional library services • Union catalogue, ILL, storage Licensing Repositories New services for researchers • Orcid, Research portal, RDM  Shared ILS and discovery
  • 16. RACO, MDC, TDX • MDC (Digital Memory of Catalunya) • http://mdc.cbuc.cat • 30 institutions • 3.054.286 documents • 107 collections Published images • RACO (Catalan Journals in Open Access) • http://www.raco.cat • 77 institutions • 427 journals • 167.266 articles • 88% articles are full-text • Nearly 8 milion queries • TDX (doctoral Theses) • http://www.tdx.cat/ • 20.963 doctoral theses • 18 univdersities • DART-Europe members
  • 17. 29 new titles during 2014
  • 18. Digital humanities = special collections ► Fons Isaac Albéniz (Biblioteca de Catalunya) ►Fem memòria ► Fons d’imatges històriques (Institut de Seguretat Pública de Catalunya) ► Fons de cilindres sonors (Biblioteca de Catalunya) ► Fons musical de la Catedral de Barcelona (Biblioteca de Catalunya) ►Les veus del tèxtil – Sabadell (Fundació Bosch i Cardellach) ►10 col·leccions del Centre de Documentació de l’Orfeó Català ►Concurs fotogràfic Imatges del Sud (Universitat Politècnica de Catalunya) ►Legislació històrica catalana (1481-1706) (Il·lustre Col·legi d’Advocats de Barcelona) ►Cartelleres cinematogràfiques (Filmoteca de Catalunya)
  • 19. • Encouraging pleople collaboration via crowdsourcing • 6 collections are already transcribed and 2 more being transcribed - “Fons personal de Joan Maragall” de la Biblioteca de Catalunya (done in 6 mesos) - “Pergamins d’Organyà” de la Biblioteca de Catalunya (done in less than a year) - “Cartelleres cinematogràfiques” de la Filmoteca de Catalunya (done in 46 days) • “Fem memòria” project going live! • Linked Open Data • Geografic search • TimeLine
  • 20. Cooperation + libraries + research + Catalonia Who we are: CSUC (CBUC) Traditional library services • Union catalogue, ILL, storage Licensing Repositories New services for researchers • Orcid, Research portal, RDM  Shared ILS and discovery
  • 21. • Researchers have new needs – Libraries are reorganizing their services to better serve researchers needs • New services of Catalan academic libraries – Subject librarians – Assessment in use of Mendeley – Assessment in OA mandates – Implementation of ORCID – Open science – Research portal – Research data management • New opportunities: – To be more useful for our institutions • How? Working together in issues new for libraries University libraries and research
  • 22. ORCID AGAU R AQU UNEI X DGR Repositoris institucionals de les universitats Repositoris cooperatius (TDX, RECERCAT, RACO) CRIS de les universitat s Portal de la Recerca ORCID to interoperate different research information systems
  • 23. Catalan research portal Universitats UB | UAB | UPC | UPF UdG | UdL | URV | UOC UVic-UCC | URL | UIC Departaments i Instituts Departaments vigents Instituts universitaris de recerca propis i vigents Grups de recerca Grups de recerca SGR Grups de recerca propis i vigents Publicacions i tesis Articles Llibres Tesis Projectes de recerca Competitius PRC Investigadors PDI i PSR actius amb ORCID i 1 activitat Main objective: to have a unique point to access to all the research outputs of Catalan and research centers
  • 24.
  • 25. Lots of discussion on data mapping...
  • 26. DRAC Universitas XXI GREC SIGMA UNEIX Local and cooperative repositories DataWarehouse Generalitat de Catalunya DSpace+Cineca CRIS 11 universitats – 4 sistemes CRIS diferents Protocol: OAI-PMH/SWORD Format: DC Protocol: OAI-PMH Format: CERIF-XML Protocol: XLS Format: UNEIX Data flow, protocols, sources and formats
  • 27. The main problem: Two different names can refer to a the same object Universitats Departaments Instituts Grups de recerca Projectes de recerca Investigadors Publicacions PRC
  • 28. 1. Model CERIF 2. Simplificació per al PRC (Informe P. de Castro) 3. Subconjunt CERIF triat Data flow using CERIF
  • 29. Research portal • Today we have – A normalized process to load data from universities – Data of 7.448 researchers – We will open it next month • We are working in • Improve data quality • More data • Links with full text • Automate the data loading • Future • Include data form research centers • Add services to the portal
  • 30. Research data management Objective: • To be able to support OA research data mandates 3 sub objectives • Research data plans • Repositories orientation • RDM policies For next year • To create a shared repository for research data
  • 31. b) Recomendaciones de repositorios temáticos y multidisciplinares (II)
  • 32. Cooperation + libraries + research + Catalonia Who we are: CSUC (CBUC) Traditional library services • Union catalogue, ILL, storage Licensing Repositories New services for researchers • Orcid, Research portal, RDM  Shared ILS and discovery
  • 33. Our Long March  25 years working together around ILS • Catalan university libraries informally decided to use the same ILS (VTLS): 1990-94 – not without effort – not without indirect help of universities department of the Catalan government • CCUC creation: 1991-95 and 1995-96 • The joint decision to change to an ILS of new generation: 2002 • Shared tender (Millennium, SFX & MetaLib): 2005 • Centralized installation of different databases in the same computer, managed centrally (2007)  Why a new change? • For technological reasons (big technological changes since 2005) – From ILS to platforms for services (Marshall Breeding) + Discovery tools + Cloud computing (SaaS) • For economic reasons – We will not have more staff, so we need to reduce the staff dedication to classical routines in order to move them to new services • For service reasons – To offer to the users a single box to search – To search over all the collection (print books, journal articles and digital objects in repositories) – If we transform the actual different collections in a unique one, our services will be more attractive and powerful
  • 34. e- comercials resources 1994 Repositoris 1999Catalogs 1980 CCUC (1996) PUC (2011) MetaLib (2006) PUI (2011) Recercat = Narcis (2012) ? repositoris coop. (2007) ?
  • 35. Radical cooperation 25 years working together around ILS • Catalan university libraries unofficially decided to use the same ILS (VTLS): 1990-94 • CCUC creation: 1991-95 and 1995-96 • The shared decision to change to a new generation ILS: 2002 • Shared tender (Millennium, SFX & MetaLib): 2005 • Centralized installation of different databases in the same computer, managed centrally (2007) We established a 3 years (2012-2014) objectives: • A unique system, cataloguing once, able to search all the library resources, flexible to grow, interoperable with other Systems and easy to build new services upon. • In order to have that system, we need: – A unique DDBB – A single search box for all the library resources – A more flexible computer architecture