1. Case Analysis on the Resource Sharing Model of CALIS Consortia Prof. Xiao Long, Peking University Library, CALIS National Information Center for Science, Social Science and Humanities June 2008

2. 2 1. Introduction of CALIS Resource Sharing Model 2. Case Study Overview 1

3. 3  CALIS: China Academic Library and Information System  Targeted users ： building resource and service sharing system among the academic libraries in Mainland China  One of the three major public services systems under China’s ‘Project 211’  A national Library consortia  Invested by the Chinese Government, led by the Education Department 1.1 Introduction of CALIS 2

4. 4  Established in 1998, CALIS celebrates its 10 th Anniversary this year.  Member Library ：  Core members: 42 Libraries  Members: 809 Libraries 1.1 Introduction of CALIS 3

5. 5  CALIS cooperative purchasing: started in 1998  The first database acquired by the Consortia: “Science Online”  Number of Consortia: 80  Number of members: around 700 Libraries  Resources acquired:  Electronic databases: over 300 databases  E-journals: over 35,000 titles  E-books (plus Thesis and Dissertations): over 200,000 titles  Number of database suppliers/vendors: 29 1.1 Introduction of CALIS 4

6. 6 1.2 Consortia Model  National Consortia  University CALIS Consortia  Regional Consortia  Composite Consortia 5

7. 7  Buying Club  Membership model  The major type of investment model  Central Funding  Fully funded by the Government, members can enjoy services free-of-charge  Uncover （ Ingenda ）， OCLC FirstSearch ， IOP backfile  Cooperative Purchasing  The Government and participating institutes collaboratively purchase shared resources  netLibrary ， Jstor ， PQDD fulltext ， AIP ， APS …… 1.3 Investment Model 6

8. 8  Pricing Model of the Consortia  Price for perpetual ownership  The price will be internally reviewed two or three times  Pricing Model of A Single Library  Consortia discount: More members, more discount  Common practice 1.4 Pricing Model 7

9. 9 1.5 Sharing Model － 1  Each member library will have its own electronic copy. Greater discount will be given to bulk purchases of copies. The Consortia will own more resources if more copies are being purchased. 8

10. 10  All member libraries share a single electronic copy. Each member is responsible for acquiring a part of the contents, then they will merge them into a single database for shared use. 1.5 Sharing Model － 2 9

11. 11  Consortia members jointly purchase a certain quantity of databases for shared use. Each member will have to pay a usage fee calculated based on its scale and usage statistics.  OCLC FirstSearch 、 UnCover （ Ingenda ） 1.5 Sharing Model － 3 10

12. 12 1. Introduction of CALIS Resource Sharing Model 2. Case Study Overview 11

13. 13  Established in 2002  Number of members: >130  Number of full-text articles: about 170,000  2008-2010 consortia: call for member 2.1 PQDD Fulltext - Introduction 12

14. 14 13 2.1 PQDD Fulltext - Introduction

15. 15  A National Consortia  Universities in the Mainland  Universities in HKSAR  Public Libraries  Information Services Provider  Establishes its own acquisition system and server for checking duplicate and sending orders 2.2 PQDD Fulltext – Consortia Model 14

16. 16  Collaborative purchase model  CALIS provided subsidy to the first lot of universities for purchasing resources  CALIS provided subsidy to the consortia for developing its acquisition system and server.  Buying Club  For members who join the consortia after its first anniversary. 2.3 PQDD Fulltext – Investment Model 15

17. 17  Single member/title pricing model  Each member are requested to purchase a certain quantity of titles  Fixed price  Keep the price at the lowest possible level, the number of titles can be increased in a flexible way.  The ideal resource sharing model 2.4 PQDD Fulltext – Pricing and Sharing Model 16

18. 18 2.5 PQDD Fulltext - Outcomes  Number of members increases continuously  Number of titles increases rapidly  Usage rate surges continuously  Costs keep on declining 17

19. 19 2.5 PQDD Fulltext - Outcomes  Shared access of full-text dissertations by the participants  Sharing of MARC data  Sharing acquisition data  Perpetual ownership 21

20. 20 2.6 NetLibrary E-books  Established in 2004  Using the same model as PQDD Fulltext  The consortia commonly owns a single copy  Number of members: >60  The consortia is currently drafting the terms for the renewal of contract  How many copies shall the consortia purchase?  How much is the duplication with MyiLibrary? 22

21. 21 In the future  Cooperations between the academic library in Mainland China and Hong Kong?  Ebrary ebooks  MyiLibrary ebooks  …… 22

22. Thanks ！