1. Introduction to Jisc Collections
07/12/2015
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Craig Moran, Directorate Operations Manager, Jisc Collections

2. Jisc Collections in Jisc
Overview of Jisc Collections
Purpose
Types of agreement
Jisc Collections in numbers
Negotiations
Journals
Open access
Business resources and how you can help
Challenges and how Jisc Collections can help

3. Jisc Collections in Jisc
Overview of Jisc Collections
Purpose
Types of agreement
Jisc Collections in numbers
Negotiations
Journals
Open access
Business resources and how you can help
Challenges and how Jisc Collections can help

4. Jisc Group

5. Jisc Collections in Jisc
We are a business unit within the digital resources directorate
Purpose - to enable the widest and most unrestricted access to extensive collections of knowledge and information resources
Delivered through:
Open Access Support –helping institutions to manage and access research publications more openly and more cost-effectively
Library Support and Analytics Services - helping libraries more efficiently manage the full life cycle of their collections.
Digital Content – developing a rich digital library of content as part of our mission to support teaching and research.
Resource Discovery – giving researchers and students the ability to discover the rich resources held across libraries and archives the UK
07/12/2015
Introduction to Jisc Collections

6. Jisc Collections in Jisc
Overview of Jisc Collections
Purpose
Types of agreement
Jisc Collections in numbers
Negotiations
Journals
Open access
The next Elsevier agreement
Business resources and how you can help
Challenges and how Jisc Collections can help

7. Enable affordable access to content for teaching & research
Purpose
Title of presentation (Insert > Header & Footer > Notes and Handouts > Header > Apply to all)
Enable affordable access to content for teaching & research
07/12/2015
Introduction to Jisc Collections
25/10/2017

8. Purpose
Save institutions time and money through:
Expert negotiation of pricing for digital content
Expert negotiation of licences for digital content
Simplified administration/processing of subscriptions
Ensure compliance with procurement regulations
Help institutions manage risk
Reduce duplication of effort

9. Types of agreement
journals
e-books (textbooks, monographs, reference)
geospatial data
Databases such as BvD
multi-media
full text databases
abstract & indexing databases
archives (all formats as above)
open access content
Differential pricing for HE, FE, research councils, affiliates
Tiered pricing based on relevant institutional income
Agreements underpinned by model licences used for all agreements
Opt-in agreements for three years with annual opt-outs
07/12/2015

10. 254 licence agreements covering over 400 subscription agreements
In numbers
9,000 active subscriptions
254 licence agreements covering over 400 subscription agreements
6,000 invoices issued worth £43million
Total value of agreements negotiated was £90million in 14/15 (Out of a sector spend of £190million)
Savings to the sector of over £70million per annum

11. Jisc Collections in Jisc
Overview of Jisc Collections
Purpose
Types of agreement
Jisc Collections in numbers
Negotiations
Journals
Open access
Business resources and how you can help
Challenges and how Jisc Collections can help

12. Annual Cycle Communications PLANNING: Jan - May PROMOTION
Research for renewals
Publisher intelligence
Library expenditure
Usage data from JUSP
Open Access article payments
Latest agreement information
Other deals with publisher
Negotiation Strategy – EIRWG
Model Licence updates
NEGOTIATION (Price, Licence)
Meetings & Reports
External Status reporting
Reps consultations/ EIRWG reports
Final Agreement
Detailed offer summary document
Title Lists in KBART format -> KB+
PROMOTION
Website Catalogue Record
Order deadline
Institutions Payment deadline
Publisher payment deadline
Online order and licence acceptance
News item
POST PROMOTION
KB+ title updates
Help Desk queries
Order Reports
Institutional Invoices
Publisher Payments
EFFICIENCIES REPORTS
SATISFACTION SURVEY - February
Communications

13. Constraining costs
Some publishers make up a large percentage of the total amount that HEIs pay for major Jisc Collections deals. 40% of the total amount paid in 2014 was to Elsevier. Top 6 publishers account for 81% of expenditure
Source: Jisc Collections
07/12/2015
Introduction to Jisc Collections

14. Impact of price increases
This chart shows what a 1% increase in the cost of a journal deal would mean for different publishers to the consortium as a whole. Successfully negotiating for a 1% price cap would bring large savings to the consortium.
label = no. of titles in deal
Source: Jisc Collections

15. Negotiations on the cost of open access
Priorities for negotiations on the combined cost of subscriptions and OA:
Cost efficiency - minimise/remove additional costs to institution
Compliance - help/enable institutions to comply with funder policies regardless of whether they are choosing gold or green
Administrative efficiency - minimise the burden on institutions of implementing and managing OA payment schemes
Transition - implementing schemes that facilitate a real and sustainable transition to open access
07/12/2015
Introduction to Jisc Collections

16. Why is this important?
The growth in APC payments has continued to rise year on year, with 2014 seeing 2.7x more expenditure than Even removing a high-spending outlier, the increase was 2x. Trend for 2015 indicates a slower rate of growth, but still 40-50% for most institutions
Collecting the information is a challenge, Jisc services in this area are improving the capacity of the sector and indeed Jisc to track spend and make rational decisions about what to spend, what to negotiate, where to spend it.
So currently Jisc, globally has taken the lead in collecting this information, and Jisc’s activity is actually dependent on us successfully developing these services.
(Source: Jisc Collections)

17. Progress on negotiations
Constraining the costs of OA
Springer – Current Situation
UK Institutional Spend on Springer Subscription Journals in €9,988,635
UK Institutional Spend on APCs in Springer Subscription Journals in € 1,232,000 (560 articles)
Total spend - €11,230,635
Springer – new agreement for 2016
No increase in spend by sector
Total spend - €11,203,004
Same access to journals
All articles by UK authors OA on publication
In ,541 article from UK authors
All compliant with RCUK, HEFCE & COAF policy
Highlight the Springer model and the absolute cost savings.
Progress
Jisc has changed the terms of debate to highlight impact at institutional level
Agreements with many of largest publishers-
- Wiley, Taylor & Francis, Sage, Royal Society of Chemistry, Institute of Physics
Springer – new model under negotiation – potentially transformative
Challenges
Refusal of Elsevier to engage – largest recipient of OA fees from institutions
Review agreements in light of data from pilots:
evidence of take-up
impact on expenditure and administrative costs
evidence impact on researcher publication decisions
07/12/2015
Introduction to Jisc Collections

18. More on Springer If we get it right…
Reduces cost and administrative burden and increases open access output
If we get it right…
Jisc negotiation and centralised reporting increases transparency
Caps spend on APCs
Caps spend on subscribed content
Moves away from historical print spend to payment for services
Automated author verification process and online reporting tool reduces administration for all parties
Maintain access to all subscription content in Springer journals
No barriers to publishing in open access – unlimited APCs
All accepted articles are made available in open access with a CC BY licence
All accepted articles are complaint with RCUK, HEFCE and COAF requirements
Jisc will evaluate the effectiveness of the agreement and ensure it remains compliant with funder mandates

19. Business Resources and how you can help
Not a traditional heartland for Jisc Collections
Only negotiated Bureau van Dijk previously
Working with the BLA this year has been invaluable
Started work on negotiations with FT.com, Kompass, Mergermarket, Perfect Information and Bloomsbury Professional
Survey on FT.com and Business Resources give Jisc Collections a steer on what you would like us to negotiate on, pricing and access models you would prefer
Your support empowers our position with vendors
When engaging with vendors suggest they work with Jisc Collections
We need your mandate to both negotiate and define you negotiation criteria
Create a partnership between Jisc and you.

20. Jisc Collections in Jisc
Overview of Jisc Collections
Purpose
Types of agreement
Jisc Collections in numbers
Negotiations
Journals
Open access
Business resources and how you can help
Challenges and how Jisc Collections can help

21. Challenges for Business Resources
Most vendors in this field sell primarily to Business not Academic
Pricing models geared to usage and/or numbers of users
Academic not a central part of their marketing strategy
“Must Have” resources mean Institutions accept deals in a weaker position
Vendors in this area not prepared for federated access
Vendors insist on using their Licences

22. How can Jisc Collections help?
We represent the academic sector and have no agenda with publishers
Proven track record of developing innovative pricing models and negotiations on deals and contracts
Educate vendors in this sector on why selling to academic is different – we understand your challenges
Survey results and your support empower us in negotiating
Update on the current survey with Jisc

23. Thank you Craig Moran craig.moran@jisc.ac.uk
Directorate Operations Manager Jisc Collections
07/12/2015
Introduction to Jisc Collections