1. Digital Content Infrastructure (DCI) Project Implementation Michael Ridley Chair, Negotiations Resource Team (NRT) AGM 2007 - Toronto

2. DCI Project Update 1. DCI Project Goal and Objectives 2. Mechanisms, Processes & Timelines 3. Guiding Principles 4. RFP Strategy & Next Steps 5. Some Key Concerns 6. Product & Services 7. Questions

3. Digital Content Infrastructure for the Human & Social Sciences (DCI) Project May 2006 67 universities 67 universities Application to CFI for $19.4 M Application to CFI for $19.4 M Universities to bring matching funds of $29.2 M Universities to bring matching funds of $29.2 M Nov 2006 CFI Board approves award of $19.1 M CFI Board approves award of $19.1 M Universities to bring matching funds of $28.7 M: Universities to bring matching funds of $28.7 M: $11.9 M from institutional sources $11.9 M from institutional sources $16.8 M from 9 provincial funders $16.8 M from 9 provincial funders Total project value of $47.8 M over three years Total project value of $47.8 M over three years Feb 2007 CFI public announcement CFI public announcement

4. DCI Project Goal To enable interdisciplinary and innovative research in Canada, through systematic, coordinated and national access to the best of global knowledge in the human and social sciences (HSS). To enable interdisciplinary and innovative research in Canada, through systematic, coordinated and national access to the best of global knowledge in the human and social sciences (HSS).

5. DCI Project Objectives to secure durable rights and equitable access to a cohesive portfolio of digital content to secure durable rights and equitable access to a cohesive portfolio of digital content to implement access to a broad and high- impact suite of digital resources to implement access to a broad and high- impact suite of digital resources to acquire a critical mass of digital text, data, images, visual, and sound content to acquire a critical mass of digital text, data, images, visual, and sound content

6. Inter-Institutional Agreement Required by CFI Required by CFI 63 institutions have signed 63 institutions have signed Funds to flow with all 67 signatures Funds to flow with all 67 signatures CRKN to invoice 1st instalment ~Nov 07 CRKN to invoice 1st instalment ~Nov 07

7. Content IS Infrastructure Public good, public value Public good, public value Equitable access; addresses disparities Equitable access; addresses disparities Primary goal is capacity building; enabler Primary goal is capacity building; enabler Requires multi year commitments and ongoing investments Requires multi year commitments and ongoing investments Return on investment is in the community served Return on investment is in the community served

8. Expanded Digital Content Infrastructure provide pan-Canadian and equitable access to a critical mass of digital content provide pan-Canadian and equitable access to a critical mass of digital content reduce research barriers caused by existing economic, regional and disciplinary disparities reduce research barriers caused by existing economic, regional and disciplinary disparities stimulate development of new: stimulate development of new: methods of inquiry methods of inquiry networked approaches networked approaches interactive structures for conducting research and creating knowledge interactive structures for conducting research and creating knowledge collaborative research communities collaborative research communities

9. Implementation Timelines Feb 07 CFI Award 19.1M ($47.7M total) Aug-Sept 07 RFP Design & vendor input 20 Sept 07 RFP Issued; 26 vendors; 49 products Nov 07-Mar 08 Negotiations May-August 07 Consultations Sept 07 Final RFP Draft Oct-Nov 07 Evaluation of offers Apr 08 Implementation of Licenses Interuniversity Agreement and Inter-Institutional Agreements

10. Consultation Process Focus groups Focus groups Wish lists (296 titles) Wish lists (296 titles) Prioritization ranking survey (260 titles) Prioritization ranking survey (260 titles) Institution top 10 priorities Institution top 10 priorities 140 titles with at least one vote 140 titles with at least one vote 49 titles retained after review by NRT 49 titles retained after review by NRT

11. Guiding Principles Member demand & interest Member demand & interest Flexibility of content (interoperability of content) Flexibility of content (interoperability of content) Multiple languages including French content Multiple languages including French content Diversity of disciplines (including interdisciplinary) Diversity of disciplines (including interdisciplinary) Diversity of formats (e.g. e-journals, e-books, multimedia, news sources) Diversity of formats (e.g. e-journals, e-books, multimedia, news sources) 40% minimum investment in non-recurring cost 40% minimum investment in non-recurring cost

12. RFP Process and Strategy RFP invitations to 26 vendors representing 49 titles; vendor information session (20+ vendors participated) RFP invitations to 26 vendors representing 49 titles; vendor information session (20+ vendors participated) Product clusters: Product clusters: 1. Journals 2. E-books 3. Journal Backfiles-Archives 4. Primary documents / historical files 5. News Sources 6. Multimedia 7. Multi-type

13. Some Key Concerns Anticipated costs & available funding Anticipated costs & available funding Scope, diversity & depth Scope, diversity & depth Impact of large collections Impact of large collections Impact on regional consortia/networks. Impact on regional consortia/networks.

14. Products/services under consideration Cluster 1: Journals CAIRN ejournals CAIRN ejournals Emerald Management Xtra Emerald Management Xtra Érudit Érudit Haworth Press Journals Haworth Press Journals Project MUSE Project MUSE SourceOECD SourceOECD ALPSP Learned Journals ALPSP Learned Journals LEA Online eJournals LEA Online eJournals University of Chicago Ejournals University of Chicago Ejournals University of Toronto Press Journals University of Toronto Press Journals WestlaweCARSWELL WestlaweCARSWELL

15. Cluster 2: e-books Cluster 2: e-books Oxford Reference Online Oxford Reference Online Oxford Scholarship Online Oxford Scholarship Online Taylor and Francis eBooks Taylor and Francis eBooks Conference Board e- library Conference Board e- library Gale Virtual Reference Library Gale Virtual Reference Library Blackwell H & SS e- books Blackwell H & SS e- books Blackwell Reference Online Blackwell Reference Online Cambridge University Press ebooks Cambridge University Press ebooks Canadian Electronic Library Canadian Electronic Library Canadian Public Policy Collection Canadian Public Policy Collection Canadian Publishers Collection Canadian Publishers Collection OUP eBooks OUP eBooks Oxford English Dictionary Oxford English Dictionary Grove Art Online and Grove Music Online Grove Art Online and Grove Music Online

16. Cambridge University Press – archives Cambridge University Press – archives JSTOR (all collections) JSTOR (all collections) British Periodicals Online (Collections I and II) British Periodicals Online (Collections I and II) Periodical Archives Online Periodical Archives Online Sage Publication ejournals backfiles Sage Publication ejournals backfiles Cluster 3: Journal Backfile Archives Cluster 3: Journal Backfile Archives

17. 19th Century Masterfile InteLex Past Masters American Periodicals Series Online Early English Books Online Gerritsen Collection - Women's History Online, 1543-1946 Literature Online (LION) ProQuest Digital Dissertations & Theses Archive of Americana (Complete) Making of Modern Law Adam Matthew Digital Collections (8 titles): - China: Trade, Politics and Culture, 1793-1980 - Defining Gender, 1450-1910, Online - Eighteenth Century Journals I & II - Empire Online - Mass Observation Online - Medieval Travel Writing - Slavery, Abolition and Social Justice, 1490-2007 Cluster 4: Primary Documents/ Historical Files Cluster 4: Primary Documents/ Historical Files

18. Cluster 7 – Multi-type APA Package: PsycInfo, PsycBOOKS, PsycArticles, PsycCRITIQUES, PsycEXTRA APA Package: PsycInfo, PsycBOOKS, PsycArticles, PsycCRITIQUES, PsycEXTRA Lexis Nexis Academic Lexis Nexis Academic Cluster 5 – News Sources Biblio-branchée (Eureka) Biblio-branchée (Eureka) Canadian Newsstand Canadian Newsstand Factiva Factiva New York Times Online New York Times Online Cluster 6 - Multimedia Classical scores library Classical scores library Theatre in Video Theatre in Video Naxos Music Library Naxos Music Library

19. Timelines & Next Steps RFP issued Sept 20, 2007 RFP issued Sept 20, 2007 RFP CloseOct 25, 2007 RFP CloseOct 25, 2007 RFP EvaluationOct 30-Nov 1, 2007 RFP EvaluationOct 30-Nov 1, 2007 NegotiationsNov 6, 2007 to ? NegotiationsNov 6, 2007 to ? ImplementationApr 2008 ImplementationApr 2008

20. Questions?