Driving a hard bargain: negotiating the NESLI2 deals and the prospects for the coming round Liam Earney JISC Collections JIBS Workshop, York, 1 December 2010 JISC Collections Agenda A bit about JISC Collections and NESLi2 What did we set out to achieve for 2011? What did (or didn’t) we achieve? Reflections on negotiations in 2010 Prospects for 2012 – Two very big deals – Some other fairly big deals – What do Institutions want? – Changing nature of the UK consortium – What does this mean for JISC Collections? JISC Collections JISC Collections: some facts and figures Over 200 separate agreements covering content of all kinds – E-books – Reference materials – Full text – A&I – Geospatial – Multimedia – E-journals NESLi2: 17 publishers/1,050 separate orders NESLi2 journal ‘efficiency gains’ estimated at £13.5m in 2009/10 JISC Collections What did we set out to achieve for 2011? Focus on price above all else – target of 0% in all negotiations – move away from 5% as ‘acceptable’ – Not just interested in the ‘e’ fee but total cost Retreat from the big deal? – Unique title lists – Subject collections Inclusion of e-books and other content JISC Collections What did (or didn’t) we achieve? Publisher AAAS AIP BMJ BPS (now Wiley Blackwell) IoPP Nature OUP Sage Springer JISC Collections No Price Rise for 2011 Price Rise Below 5% Reflections on 2010 Increased interest from Members – EIRWG, RLUK, 94 Group and others Not just about the e-fee – Negotiated on basis of the total expenditure – Surprisingly some publishers HAD NOT looked at the overall impact of individual journal price rises Time – Longer to reach agreement – good practice to sit and wait Innovation – Restructure the standard agreements – Various options available to institutions Communication – Worked hard to keep institutions informed and up to date and ask for support – Some instances where out negotiating stance has been shared with publisher Consistency – No agreements signed off without approval of JISC Collections SMT, or Board and EIRWG JISC Collections Looking ahead to 2012 Two very big deals – What do Institutions want? Not the only potential big deals around Changing nature of the UK consortium JISC Collections and its members Price and Licence negotiations JISC Collections Scale Biggest deals for NESLi2 Largest Expenditure Highest Usage JISC Collections Key issues from the survey Many institutions want to see options other than the Big Deal made available, but would probably prefer to maintain the Big Deal if it was affordable. This may reflect the fact that a large proportion of responses come from institutions in bands C-F (76%) Some institutions would take a smaller collection if there was a corresponding decrease in price There is little to choose between the two publishers in terms of the type of agreement institutions would like to see. The issue of the subscription agents persists and needs to be solved if we are to create an online-only closed consortium for both publishers There are no surprises in the elements respondents want negotiations to concentrate on – overall price, followed by e-fee A number of these elements would be resolved if we created the online-only closed consortium model JISC Collections Not the only big deals in 2012? Not just about the big two – ACS – OUP – SAGE – Taylor and Francis & Informa • No current NESLi2 agreement Will be working with institutions from early 2011 on approach to each publisher JISC Collections Changing nature of the UK consortium The emergence of SHEDL and other similar initiatives The role of the regional purchasing consortia and subscription agents A small number of institutions account for most expenditure with both publishers – RLUK members and their expectations The impact of the Browne Review and the Comprehensive Spending Review – Competition – Different resource requirements JISC Collections What does this mean for JISC Collections and you? One size fits all not acceptable BUT don’t want to lose the benefits of bulk spend – Support for RLUK from Sconul and other universities – Structure agreements that bring advantages to publishers as well A joined-up, coherent and well-communicated strategy – Surveys of institutions – Analysis of background information – usage statistics – Make sure that all institutions and librarians are aware of the situation – Wiley and Elsevier negotiations will start next week! Establish a strong coalition in support of our objectives – Publishers will look to sidestep consortia if they feel it is possible and there isn’t the will to support central negotiators There are no guarantees of success from acting collectively, but we will definitely fail if we don’t JISC Collections One final thing… These negotiations are focused entirely on price BUT we also negotiate a licence at the same time – Standards – Access Management – Accessibility – Pedagogic practice – Needs of researchers – text mining – Knowledge bases – Post cancellation access – Customer service What is the impact of trying to negotiate these at the same time as the price? JISC Collections THANK YOU JISC Collections