UKSG Conference 2017 Breakout - Licensing for additional users and partner organisations: finding your way through the maze - Ben Taplin
•Download as PPTX, PDF•
1 like•168 views
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.
Recommended
Recommended
More Related Content
What's hot
What's hot (20)
Similar to UKSG Conference 2017 Breakout - Licensing for additional users and partner organisations: finding your way through the maze - Ben Taplin
Similar to UKSG Conference 2017 Breakout - Licensing for additional users and partner organisations: finding your way through the maze - Ben Taplin (20)
More from UKSG: connecting the knowledge community
More from UKSG: connecting the knowledge community (20)
Recently uploaded
Recently uploaded (20)
UKSG Conference 2017 Breakout - Licensing for additional users and partner organisations: finding your way through the maze - Ben Taplin
- 1. BenTaplin and Carolyn Alderson, Jisc Collections Anna Franca, King’s College London Ruth Dale, University of Nottingham Group B Licensing for additional users and partner organisations: finding your way through the maze
- 2. Who might be considered an AAU? »Corporate users › CPD courses (external) › SMEs »Students and staff: › Campuses abroad › Partners in UK and abroad: – Associated NHSTrust Partner users – Validated courses – Franchises »Other users? 11/04/2017 2 Which users are/aren’t included in Jisc’s 200+ licence agreements? Different Sector Abroad
- 3. Licensing additional authorised users at partner organisations – Jisc Collections’ Consortium Experience BenTaplin andCarolyn Alderson 11/04/2017
- 4. Consortium Agreements licensed by Jisc Collections » 2002-2009: Early Jisc negotiations (NESLi2 consortium) involved gaining agreement that the price for a Licensee/ ‘Authorised Institution’/Legal entity included all of its (THEN) associated users: › Current student, member of staff, contractor, alumnus – Universities with medical schools and research institutes – Multi-campus universities with sites in different UK locations – Students studying on a year abroad › Walk in library users » Pricing based on access limited* cohort above and the content required › for access to full journal collections of content based on subscription expenditure + an access fee › for access to databases based on teaching and research income – affordability – 10 Jisc Banded levels » *SecureAuthentication 11/04/2017 4
- 5. Authorised User: Definition 11/04/2017 5 Jisc Model Licence Definition of an Authorised User » "Authorised User" means an individual who is authorised by an Authorised Institution to have access to its information services (whether on-site or off-site) via Secure Authentication and who is: • a current student of theAuthorised Institution (including undergraduates and postgraduates) • an alumnus of the Authorised Institution • a contractor of theAuthorised Institution • a member of staff of theAuthorised Institution (whether permanent or temporary including retired members of staff and any teacher who teaches students of the Institution Or aWalk-In User. • Walk-In Users are persons who are allowed by an Authorised Institution to access its information services from computer terminals or otherwise within the physical premises of an Authorised Institution. For the avoidance of doubt,Walk-In Users may be given access to the Licensed Material by any wireless Secure Network.Walk-In Users are not allowed off-site access to the Licensed Material. and, unless the context otherwise requires, all references to “Authorised Users” in this Licence include “AdditionalAuthorised Users”. Latest version
- 6. Licensing Framework for AAUs »"Additional Authorised Users" means individuals who qualify as authorised users and can perform the same activities as Authorised Users under this Licence (subject to the payment of the Partner Fee) but for monetary purposes are not included in the Licence Fee. Additional Authorised Users are users at a Partner Organisation for which the Institution has agreed with the Publisher to pay the Partner Fee. NB: no reference to ‘student!’
- 8. DecisionTool – Step 1 »Is your partner a part of your UK institution? › Students are in the main HESA return › At least equal share of ownership › At least 50% of the course revenues are declared by the UK institution in its financial return »Yes:Treat as Authorised Users –E.g. a campus abroad – when is a campus a separate institution? »Secure Authentication 11/04/2017 8
- 9. DecisionTool – Step 2 11/04/2017 9 »Step 2: Can the students be counted as Additional Authorised Users? › Although not technically part of your UK institution are the students considered as such for the courses involved? › Are the students on the courses less than 2000? › Does the partner institution already purchase subscriptions to the same content? › IfYes,Yes, No: treat as Additional Authorised Users.
- 10. DecisionTool: Step 3 11/04/2017 10 »Step 3: Should fees apply for your Additional Authorised Users? »Are the students included in your institution’s HESA return? »Is at least 50% of the revenue included in the financial return? »Is this essentially a validation agreement with small numbers involved in comparison to the partner organisation? »Yes: Fair to expect no/low additional fee? »No: Unsurprising to pay an additional fee
- 11. The Partner Fees Schedule for AAUs 11/04/2017 11 The proposed Fees Schedule from October2015is shown below. Numberof FTEinPartner Organisationrequiringaccess PartnerFee(s) perhead 0-100 100-300 301-600 601-900 901-1200 1201-2000 >2000FTE aseparate licence applies Agreeing a fee with publishers Knowing if it’s relevant Who is already using the framework? What kind of amounts are we talking about? What are the priority resources? How many resources are required beyond JiscCollections licensed agreements? Is it about establishing pricing or establishing no pricing?
- 12. Developing a shared service? Information Registry › What is the relevant information that needs to be collected in order to engage with publishers about AAUs? › How to collect relevant information and the format of the information? › Would HEIs be willing to pool information? › Clarify current pricing arrangements across publishers and HEIs › Does the Jisc Decision Tool help or hinder the process with publishers? › How to gain an understanding of current differences and similarities of resourcing for users located in the UK abroad by HEIs › Case studies/examples from librarians Partner Licensing: › To what extent can the CLA pricing approach be mirrored? › What reliable data: HESA/Heidi Labs can be provided regarding overseas student data? › What are the relevant resources / priorities? › What are the changes to the model licence that might be required? › Are there relevant consortium pricing models to use in negotiations with publishers? – FTE? › How about ordering, licensing and payment processes? › How will such a service be resourced? › Pilot possibility 11/04/2017 12
Editor's Notes
- Jisc is the centralized body in the UK that provides digital support for education and research. Jisc Collections is that part of Jisc concerned with negotiating and procuring commercially produced online content for every HE & Fe institution in the UK as a consortium. My role is to manage the licence agreements that are used to license this content, all of which are based on the Jisc model licence. One of the aims of the Jisc model licence is to make sure that the subscribing institution and its users can use the content that it is paying for to its fullest extent and in ways that reflect the reality of how teaching and research are carried out. We use site licences, which cover the entire institution with no limits on usage or numbers of users (and the subscriptions we negotiate are priced accordingly) and a key feature of that has always been the definition in the licence of an Authorised User of the content, and its always been pretty clear – a student of the institution, a member of staff, a walk in user. But in my role of Licensing Specialist the one question I’m asked by library staff is: we have this other group of users, and I’m not sure whether they come under your definition of authorised user. They‘re part of a partnership the institution is doing with a local FE college, or a college abroad, or we’re opening an overseas campus … what do you advise?
- And advising, and giving guidelines is something Jisc Collections has been trying to do for years, but the question keeps returning as more and more institutions develop in this way. At Jisc, in our licences we have introduced the idea of AAU to accommodate these users, who could be any of the above. But as we said in the preamble for this presentation – “every institution has its own arrangements” which makes it tricky for us as a central body to give one-size-fits all advice. Decisions are being made locally on an institution-by-institution basis and we don’t get to hear about it. So in this presentation we thought it would be useful to hear from two institutions that have managed this situation – Anna and Ruth – and seeing what we can learn from their experiences to inform how we can develop as a shared service in this area. My colleague Carolyn will be discussing this later, and we hope that it will generate some useful discussion.
- Carolyn
- This is our current definition of AU. We try and be as non-proscriptive as possible, so although we mention students and contractors and staff, we don’t define what these are, in order to give as much flexibility to the institution as possible. The people in red are more recent additions to reflect the ways in which universities are operating these days and the different groups they are expected to offer online access to. The important thing here is that all these users are included in the licence fee. AAUs are not. And as you can see at the bottom here, all references to “Authorised Users” in this Licence include “Additional Authorised Users”.
- We make it quite clear here that AAUs will attract an extra fee – which will be invoiced separately to the main licence fee – but once that has been paid, these users qualify as AUs. These are guidelines. All we can do, once the decision has been made, is to set it out in licensing terms, but we can’t make the decision.
- Carolyn