The Politics of e-access and e-funding in the Library environment Jill Taylor-Roe, Newcastle...
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- The Politics of e-access and e-funding in the Library
environment Jill Taylor-Roe, Newcastle University Library
Jill.Taylor-Roe@ncl.ac.uk UKSG Managing E-Resources Seminar 27 Oct
2005
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- Topics to be covered Funding of Library Resources Stock
Selection Management and Exploitation Staffing Future Trends
Summary
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- In the beginning Budgets for print based resources: Journals =
recurrent = may be reviewed on an annual basis Monographs =
non-recurrent = more flexible Miscellaneous = e.g. AV, CD-ROM, Maps
Balance varied according to type of library.
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- How is funding managed? By Format By Administrative Unit or
Cost Centre By Budgetholder Centrally Devolved Mixed Economy!
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- Characteristics of Funding in the print environment Usually
item level attribution Costs may be shared across cost centres/
admin units/budget codes Generally easy to assign items by format
if desired Mixture of recurrent and one-off expenditure Minimal
VATable expenditure
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- Let there be E E-journals, E-docs E-Databases cd-rom, then web
E-Books Encyclopedias, Reference Books, Textbooks E-Datasets Human
Genome Project, Research Databases, Experimental Data
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- New Ways of Packaging Information Big Deals by publisher
Subject Clusters Book Collections e.g. ORO, Xrefer Multi year deals
Huge growth in recurrent vs one-off expenditure Significant
Increase in VATable expenditure
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- Funding Solutions? Re-allocate resources from traditional funds
Create new funding structures Bid for new money one off or
recurrent Use contingency to fund experiments Stick with what you
know and hope the problem goes away?!
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- What we did at Newcastle Bid for project funds - 100K pa for
ejournals, 25K pa for e-books Created new general funds e.g.
ejourmaingref for big deals Created new e-cost centres to match to
print codes and moved some funding across Negotiated with Academic
Schools for additional funds
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- Challenges Takes time to make cases for extra money Much harder
to cost library provision at cost centre level esp for journals in
Big Deals Takes time to edit old budget codes to reflect new
purchasing models Much harder to effect change at micro level when
tied in to packages and multi yr deals
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- Benefits Project funding allows experiment without detriment to
established expenditure Additional dialogue with schools has
increased their awareness of how info resources are priced and
packaged Package deals have effectively doubled the size of our
journal portfolio
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- Who decides what to buy? Subject Specialist Subject Cataloguer
Acquisitions Librarian End users Academics, Researchers, Company
staff, Members of the Public Library Committee
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- How is it bought? Individual Library Deal Approval Plans Deal
brokered via Company HQ Regional Purchasing Consortium National
Deal International Deal
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- How has purchasing practice changed in the e- environment? (1)
More people involved in the purchasing decision Possible loss of
local control Takes longer to make purchasing decisions? Harder to
fine tune collection management at micro level You may need to
factor in software and equipment costs!!
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- How has purchasing practice changed in the e- environment? (2)
User demand often still focussed at micro level Harder to match
this against prevailing purchasing models New models still emerging
open access- pay to publish
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- Management of Library Resources: whos involved? In traditional
print environment: Librarian Subject Specialists/Information Staff
Acquisitions Staff Technical Services Staff Reader Services Staff
Bindery Staff? Any one else??
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- And where e-resources are involved? New Players: Information
Systems Staff Legal Eagles checking and approving licences Library
Managers dealing with access issues IT Help desk staff I cant get
this journal to work on my PC IT staff employed by publisher or
vendor
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- And who loses out? Acquisitions staff fewer print items to
process Shelvers fewer print items/vols to shelve and tidy Issue
desk staff fewer items/vols going out on loan Bindery Staff NB
Changes have hit journals hardest books still predominantly print,
but this will change too.
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- Collection Management Selection Relegation Disposal Fitness for
purpose meets needs of core users e.g. University Staff and
Students, Company Employees, General Public
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- Key Aspects of Collection Management in Print Environment
Material tends to be bought outright Physical items reside in
Library or are relegated to local or remote Stores Relatively easy
to apply specific or general focus e.g. to expand or contract a
particular subject area or resource format Space (or lack of it)
can be a key driver
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- Collection Management of E- Resources (1) Tend to be annual
lease rather than outright purchase Resources reside on
publishers/aggregators servers or in repositories What happens to
previously subscribed content if you cancel? What happens when
publisher sells e-content and it leaves the package you were
subscribing to?
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- Collection Management of E- Resources (2) Disposal of print
back runs may require additional investment in e-versions Should
we/Can we afford to retain print back runs just in case? Space (or
lack of it) can also be a key driver Customer pressure may lead to
demand for more extensive backruns
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- Promotion Print catalogues, user guides, web pages? E-Resources
all of the above plus Tutorials, (online and face to face) FAQs,
Helpsheets Demos
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- Staffing: managerial aspects Existing staff need new skills,
esp IT skills Regular training/updates are needed More library
staff are involved good communication needed More support/services
needed from agents and other vendors Staff profile is changing
implications for recruitment, budgeting and deployment of existing
staff
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- Staffing: impact on people (1) Traditional, familiar tasks may
reduce or disappear Jobs may be lost Staff may feel threatened,
undervalued, lack confidence about the future supportive management
needed! Workloads may increase and become more complex
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- Staffing: impact on people (2) Staff can and will become
enthusiastic supporters, promoters and managers of e- resources But
it requires considerable investment of time and resources to
achieve this!! May take time before your staffing profile matches
the needs of the e-library
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- Future Trends More e-resources less print Revised funding
models to take account of new publishing models - e.g. OA Radical
revision of traditional library footprint learning caf, social
learning space etc Staffing profile reflects growth in resources
Regional or National Solutions to print legacy question? More
cross-sectoral activity?
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- Summary E-resources have radically changed the ways in which we
acquire, manage and promote library resources We have had to
acquire new skills, new staff ( if we can!) and new strategies to
cope Staff workloads have increased The growth in e-resources has
generally been viewed positively by librarians, but has also been
seen as a threat by some staff We are still learning how best to
manage e-resources Emerging technology will undoubtedly require new
skills
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- And finallyremember that: Change is Constant (Benjamin
Disraeli) S/He who hesitates is lost (Proverbs)