British Library Forum
Developing services to help our customers through
difficult economic times.
Leeds, 29th April
British Library Higher Education Steering Committee Meeting
Agenda
Discussion Item
Presenter
Introduction and welcome
Barry Smith, Head of Sales and Marketing,
Information Services
The future development of the British Library’s document
supply service
Barry Smith, Head of Sales and Marketing,
Information Services
An introduction to the new British Library resource
management platform
David Hughes, Sales and Subscriptions Manager
Lunch
ETHOS – A year in review
Barry Smith, Head of Sales and Marketing,
Information Services
The development of the UK Research Reserve
Pavan Ramrakha, Business Development Manager
Questions and close
2
Higher Education Enrolment is Growing!
3
Global research output growth has been dramatic in the 21st Century
4
Average number of articles read per faculty member per year.
5
More is available and more is being digested
Total number of journals subscribed to by 115 UK universities
6
But hard times are ahead
8
“Coping” strategies
“Coping” Strategies from Newcastle University survey
10
Fileopen is here!
The BL DRM options
BL about a year ago
BL today
SED
SED
Ariel
Electronic
Delivery
Options
Ariel
Fileopen
Unencrypted supply for
electronic coursepacks
12
How customers are receiving electronic documents
Electronic delivery routes – June 2009
Electronic delivery routes – Feb 2010
Unencrypted
10%
Unencrypted
9%
Fileopen
4%
Fileopen
36%
ADE 55%
ADE 86%
Unencrypted
Fileopen
Adobe Digital Editions
Unencrypted
Fileopen
Adobe Digital Editions
13
Why Fileopen and not Adobe Digital Editions?
• You only need to download it once for all users.
• There are no forced upgrades.
• It works.
“Here at UEA we've been involved in the testing of FileOpen from the start and I would say it is a
great improvement on Digital Editions; easier to network and no problems with upgrades. There was
one early bug involving (I believe) double layers of security, but this was quickly sorted out and BL
were very helpful all along.”
Michael Robbins,
Senior Assistant - ILL,
University of East Anglia,
14
Coming soon? – Fileopen Viewer
• New DRM option that can be used in conjunction with Fileopen
plug in.
• Does not require user to download any software (although Flash
needs to be installed).
• Online viewing only and document disabled once printed.
15
The HE Subscription Model – 12 months on
HE Subscription – what it is?
• Introduced in August 2009, service offered a range of premium document
supply services and a guarantee of frozen transactional charges for 2 years.
• 47 institutions signed up in year 1.
• Benefits really step up in year 2 (August 2010).
• Subscription fee determined by volume of business with university.
17
The new hybrid subscription model
Today
From Aug 2009
Subscription model:
Subscription = £500-£5k
+
£4.95 copies, £9.00 loans
Transactional model
Only: £4.95 copies,
£9.00 loans
Or
Transactional model:
£5.40 copies, £9.90 loans
From Aug 2010
Subscription model:
Subscription = £500-£5k + inflation
+
£4.95 copies, £9.00 loans
Or
Transactional model:
£5.85 copies, £10.80 loans
47 institutions signed up in 2008/09
18
The hybrid subscription – what does it include
Subscription of £500-£5k includes:
Institution X
• Continuation of their reduced rate.
• All Banker Transactions.
• 2hr service for £15 (usually £26).
• 24hr service for £10 (usually £16).
• Guarantee of no increases to
transactional rate until at least Aug 2011.
• Guarantee of <inflation rise to
subscription price until at least Aug 2011.
• Branded SED.
From Aug 2010
£4.95 copies, £9.00 loans
19
An introduction to the new British Library resource
management platform
Dave Hughes – Subscriptions Manager
Email: david.hughes@bl.uk
Why Resource Navigator?

Greater visibility to owned collection

Full text linking to all e-content from a single platform

Flexible interface allows for customised text on many pages

Administrative tools which help a library manage subscriptions
and analyse cost-per-article statistics for e-subscriptions

Integrated document supply options for material that is not owned

Various delivery options (SED, FileOpen, Postal etc) – all
available at library privilege rates

Orders can be mediated by a library administrator
21
Federated Searching

Options for library branding

Intuitive search interface

Connectors can be added and organised to
match requirements
22
Federated search results

Options for customising the search and manipulating
search results

Citations displayed clearly with options to ‘Check for full text’
23
Document Ordering

Reference numbers help track
orders with the British Library

Flexible delivery options,
including Library Privilege pricing
and mediation
24
A–Z Manager

Options to include an A-Z manager for not only journals, but
also books (including e-books) and databases (Ebsco etc)
Multiple ways of finding a resource –
Alphabetical/Keyword/Title search


Resulting in far greater visibility to your collection and resources!
25
A-Z Results

Clearly displayed journal information, including;
coverage and source information
Selectable TOC information – allowing a
user to browse individual journal issues and
view full-text if available online

26
Administrative tools

Tools which can be used to assess the
popularity and cost effectiveness of eresources

Options to completely customise the
Resource Navigator interface
27
Thank you for watching!
For more information on Resource Navigator or for a full
demonstration, please contact me on;
Email – david.hughes@bl.uk
Phone – 0207 412 7161
Mobile – 07827 955 282
28
ETHOS
Review of the service 12 months on
Ethos Service - Demand
Theses Demand Profile
12000
Qty / Month
10000
8000
6000
4000
2000
Download Demand
ug
S
ep
O
ct
N
ov
D
ec
Ja
n
A
Ju
l
Fe
b
M
ar
A
pr
M
ay
Ju
n
Ja
n
0
Microfilm Service Demand
The demand exceeded expectations averaging 7600/m downloads
compared to 400/m items supplied from the previous microfilm service
30
Ethos Service – Backlog
Ethos Digitisation Output
5000
Qty / Month
4000
3000
2000
1000
0
Jan
Feb Mar
Apr May Jun
Theses Digitised
Jul
Aug Sep Oct
Nov Dec
Jan
Theses requested from HE
Theses received from HE
31
Age of theses ordered through ETHOS since launch
9000
Pre 1995
27%
8000
7000
6000
Post 1995
73%
5000
4000
3000
2000
1000
0
No. of orders
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
19 9 9
19 9 8
19 9 7
19 9 6
19 9 5
19 9 4
19 9 3
19 9 2
19 9 1
19 9 0
19 8 9
19 8 8
19 8 7
19 8 6
19 8 5
19 8 4
19 8 3
19 8 2
19 8 1
19 8 0
19 79
19 78
19 77
19 76
19 75
19 74
19 73
19 72
19 71
19 70
Pr e 19 70
32
ETHOS – Who has registered since Jan 09?
25000
22524
Non-uk
31%
20000
15000
UK
69%
10000
5000
3527
2066
828
501
500
498
320
306
285
253
240
253
239
239
191
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33
ETHOS – Where have the orders come from since Jan 09?
90000
83712
Non-uk
28%
80000
70000
60000
50000
UK
72%
40000
30000
20000
11616
7110
10000
1860 1759 1582 1421 1115 1057 1007
963
826
716
637
620
598
O
th
er
s
Ja
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ex
ic
o
M
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Sp
In
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US
Au
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G
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an
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Ca
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UK
0
34
ETHOS – How it is becoming increasingly less open access
Participation options by institution – Jan 09
Participation options by institution – Jan 10
Non participant , 4
User pays, 11
Non participant , 5
User pays, 34
Institution pays,
72
Institution pays,
94
Institution pays
User pays
Non participant
Institution pays
User pays
Non participant
35
The UK Research Reserve (UKRR)
Pavan Ramrakha
Business Development Manager – Higher Education
email: pavan.ramrakha@bl.uk
UKRR - Purpose
Journal collections growing despite electronic access.
Storing low use journals – cost / resources.
HE have paid into the future with UKRR…
Key aims
 Protecting research information infrastructure for UK
HE
 100 km shelf space to be released and space to be
repurposed
37
Why set up UKRR?
Timing was right
Responds to some key drivers:
 space pressures
 funding for additional space – low priority
 move to centralise libraries
 online archives – sustainable access
 inclusive of many key stakeholders
38
Drivers within HE sector include:





co-ordinate de-selection of low-use print journals
provides trusted storage
offer a joined-up approach
deliver services which evolve with the user base
releases space to support the research & learning
communities
39
UKRR delivers

Quick and easy access to research material

Coordinated retention of print journals

Collaborative storage of print journals

Release of space for other initiatives

Economic advantages – funding for de-duplication
40
UKRR – How achieve key aims?
Important to access content paid for by HE for the future whilst
providing efficient access now.
UKRR provides this by protecting research information:

3 copies of holdings offered by members are held within
the UKRR community
 1 copy held at the BL – access copy
 2 copies within UKRR members’ collections
41
UKRR – How achieve key aims?
100 km shelf space to be released:




Collaborative collection management
Allows members to dispose of material whilst retaining access
Responds to space pressures
Free up space for quiet study or group work
42
Case studies Imperial College: a case study

De-duplication completed
 Removed 3,000m of journals
 Reused space for new student centric learning facilities
 39 new student study spaces created
43
Imperial College Central Library
44
Hartley Library Southampton
45
Currently…
 UKRR is now fully operational with 29 Members
 Processed c15K metres of material in the first 6 months of full
service
 c3% of processed material has been transferred to the BL
 18,000 journal titles have been submitted into the UKRR process
 Members benefiting from:
 Access to HEFCE de-duplication funding to release space in
libraries
 24 DSC Service
 Opportunity to repurpose space – quiet study, group work
46
UKRR Membership grows to 29 institutions
•University of Aberdeen
•Newcastle University
•Aberystwyth University
•Northumbria University
•University of Birmingham
•University of Nottingham
•Cambridge University Library
•Open University
•Cardiff University
•Oxford University
•Durham University
•Queen Mary, University of London
•University of Edinburgh
•University of Reading
•University of Glasgow
•Royal Holloway, University of London
•Imperial College London
•University of St Andrews
•Kings College London
•University of Sheffield
•Kingston University
•University of Southampton
•University of Leeds
•University of Sussex
•University of Liverpool
•University College London
•London School of Economics
•University of London Research Library Services
•University of Manchester
47
What next for UKRR?
By 2014 UKRR should be a sustainable system
What next?
 Monographs?
 Grey Literature?
 Abstracts & indexes?
 Catalogues?
 Bibliographies?
 Newspapers?
 Leisure journals?
 Teaching materials?
 Reprints?
 International Collaborations?
48
BL Document Supply Centre Benefits
UKRR Member Benefits
Premium delivery service – 24 hours delivery
Branded SED delivery
 Institution logo and BL logo as optional
 Appears as if document coming from within
the institution
 Unique to UKRR customers
50
BL Cover Sheet
Dear Customer,
Thank you for using the British Library. Your document has now been placed on our secure
servers and must be downloaded within 14 days (30 days if you have downloaded Adobe
Digital Editions).
Before you download your document
From March 30th 2009, Adobe will phase out technical support for its Adobe Reader 7
product*. From this time, in order to continue using SED, you will need to have the latest
version of Adobe Digital Editions installed on your PC. We recommend that you consult
your IT department if you do not have the rights to do this. If you are experiencing
difficulties upgrading to ADE within the given timeframe, please contact customerservices@bl.uk
To check that you can receive SED documents, please download a test document.
Download your document
Click here to download your document (or copy the link at the bottom of the page into your
Web browser).
Please note that you can activate the link and print the article only once, but can view
the document in Adobe Digital Editions for up to 14 days from the date of download
(up to 3 years if you have paid a copyright fee).
51
Co-branded Cover Sheet
This document is being sent to you directly from the British Library, in partnership with the Imperial College
London Central Library using a Secure Electronic Delivery method, FileOpen. This method of delivery only
allows you to print once and the secure link to this document is only active for 30 days from the date the document
was posted.
Before you download your document
To read this document you will need to have Adobe Reader version 4 or above with the FileOpen plug-in installed
on your computer. You can download this by visiting the FileOpen website. We recommend that you contact your IT
department if you do not have the rights to do this.
To check you can receive FileOpen documents, please download a test document.
This message contains a link to the document you requested for Request Number: DAY-27930382 Your
Request Number: CLREQ-68176 SED99 S from INTERNATIONAL JOURNAL OF SURFACE...
Click here to download your Secure Electronic Document (or copy the link at the bottom of the page into your Web
Browser).
Please note that you can activate the link and print the article only once, but can view the document in
Adobe Reader for up to 14 days from the date of download (up to 3 years if you have paid a copyright fee).
If you have any questions or comments, please do not hesitate to contact us or telephone 020 7594 8834.
Link to your secure document
http://fileopen.bl.uk/FileopenDeliveryService/RetrieveUrl.aspx?key=A30F3AE1F6FA768BC16441F9511EDD2F
52
UKRR contacts
To find out more about UKRR
Email: UKRR@ukrr.ac.uk
www.ukrr.ac.uk
pavan.ramrakha@bl.uk
53