The National Monograph Strategy Collaboration and access to resources: the National Monograph Strategy A lesson in collaboration … What Jisc is and does … Jisc is the UK's trusted, expert body for digital technologies and resources for education and research. Its role is to take on the tasks that benefit all by being done cost-effectively at the UK level. Jisc’s purpose is to help UK F/HE succeed, by enabling it to make the best strategic and practical use of digital technology and digital resources. It offers … • Leadership, innovation and invention • Advancement through relationship building • Trusted expertise • Collective procurement and negotiation • Constantly evolving services • New services and solutions We listen before we act … Changing trends in loans, visits & the use of e-books – SCONUL, June 2015 http://www.sconul.ac.uk/sites/default/files/documents/Analysis%20_Loans%20ebooks%20visits%20June%202015.pdf We try to predict the future… 6 years Changing trends in loans, visits & the use of e-books – SCONUL, June 2015 http://www.sconul.ac.uk/sites/default/files/documents/Analysis%20_Loans%20ebooks%20visits%20June%202015.pdf We ask the experts … (source: Jisc Bibliographic Data Roadmap Group: September 2014 - January 2015) • Print Management (space management) • Collection Management • Collaboration to reduce duplication (of data, cataloguing effort, resource investment) • Data Quality • De-duplication for disambiguation (of resource items) • Discovery of digital surrogates • Metadata and persistent identifiers • Building sustainable and effective platforms • National and international authority sources • National coverage • Licensing, rights and permissions for access • The procurement, management and discovery of e-books • International engagement • Data formats and emerging opportunities for exploiting data • Preservation and conservation • Consuming the data and the end user perspective http://repository.jisc.ac.uk/5857/1/BDRG_1_Notes_FINAL.docx http://repository.jisc.ac.uk/5858/1/BDRG_Notes_2_Final.docx Jisc, SCONUL and RLUK are closely cooperating to define new strategies and approaches to bibliographic data … • We are in favour of the most open solution set that can be imagined in relation to a UK aggregation of bibliographic data • We agree on the importance of innovation, agility and scale • Whilst we believe that we need to look beyond the UK for solutions (to deliver innovation, agility and scale) we recognise that UK control is key to safeguarding and delivering national interests • We believe the wider library community may have lingering trust issues with suppliers and vendors but we need to get past that. Clear governance, fall-back and exit mechanisms will help • We are keen for business options to be tested with all credible suppliers Why Monographs? Long-form Print Publications Print Reference Volumes & Historical Books Print Monographs of Research in Book Format Digitised Surrogates of Printed Books Edited Collections of Essays or Scholarly Editions Print journals e-Books Open Access Monographs Licensed and Bundled Academic e-Books e-Journals The National Monograph Strategy 2012 - 2014 A (very) big vision for services circa 2012 Create a National Monograph Knowledgebase (the ‘Monobase’) - Bibliographic and holdings data Usage, sales and citation data Licensing and subscription data Cultural Heritage and public library data Agree a National Digitisation Strategy - Shared digitisation capability Collections management decision support An international registry of digital surrogates Coordinated storage of digitised masters for preservation Build a Shared Monograph Publishing Platform - Open Access publishing for monographs Develop a National Licence for Monographs - Negotiation, licensing and administration Reminiscent of 2010/11 …? 2015 Thinking … All expenditure in Jisc is scrutinised very closely Budgets are difficult to secure Jisc customer priorities determine service provision It’s all about choices and prioritisation NMS Roadmap published NMS Project Co-design Phase Ends Jisc Digital Resources Bibliographic Data Roadmap Group Jisc Digital Futures January 2014 NMS Budget re-allocation September 2014 2012 February 2015 Scope & Explore Options Undertake Pathfinder Activity July 2015 August 2015 Specify Solutions & Services July 2016 ? Bibliographic Data Services Strategic Implications Report NMS2 Planning & Coordination 3rd Party Services & Partnerships August 2016 Towards Service Provision Timeline Copac / CCM Vendors & Service Providers Jisc Collections KB+ JUSP Meta Data HathiTrust Internet Archive Google Books Shared Print Book Data UK Academic Institutions Digital Access Licensing Rights Permissions to monographs New Digitised Monograph Surrogates Landscape circa July 2015 & Learner Funders and Very Senior Managers New Monograph Publishing Platforms Open Access Publishing New Business Models REF 2020 & 2026 Front & Back List Digitisation Yes … it’s all very complicated! But what can we actually do to make some progress? 1. Build a larger aggregation of UK library data 2. Make data flow as freely and as openly as possible in all useful directions 3. Ensure that libraries have access to better quality data and more effective tools to manage their collections Jisc ITT released March 2015 Awarded to Sero Consulting Ltd. & Associates 3 month project May - July Activities: • Produce a detailed stakeholder map • Create a set of plausible future scenarios • Undertake analysis of the available scenarios and the emerging findings • Set out the tactical and technical steps that may be required and the likely levels of investment required • Validate the scenarios and check implications with sector representatives and domain experts • Synthesise conclusions and produce a report 1. Build a larger aggregation of UK library data New Paradigm Legacy Approach Copac as resource discovery service and bespoke aggregator of selected data sources UK Academic Libraries Public Libraries DATA International Data Sources Collections Management Discovery Research 1. Build a larger aggregation of UK library data Scope & Explore Options Undertake Pathfinder Activity August 2015 Specify Solutions & Services July 2016 Collaboration opportunities … • Augment the Copac team • Increase the number of contributing libraries to Copac • Library consortia working together to understand scale • Investigate the best way of delivering the ‘Monobase’ Collaboration and Access to Resources: the National Monograph Strategy The Monobase 2. Make data flow as freely and as openly as possible in all useful directions UK Academic Libraries Public Libraries DATA Discovery Systems International Data Sources Open Linked Data 2. Make data flow as freely and as openly as possible in all useful directions August 2015 DATA July 2016 Collaboration opportunities … • Devise 3rd party collaboration agreements (e.g. OCLC) • Examine options for Jisc library support services integration • Examine the legal basis for digitising and sharing content • Libraries working with the Copac team to streamline data aggregation • Libraries and others ensuring (wherever possible) that data is openly licensed 3. Ensure that libraries have access to better quality data and more effective tools to manage their collections <geek> 3. Ensure that libraries have access to better quality data and more effective tools to manage their collections Digital Methods Collections Management August 2015 July 2016 Collaboration Opportunities … • Understand collection management needs • Understand what economies and efficiencies better tools can realise • Develop community owned tools and collaborate with third parties to licence tools Research What are we aiming to achieve? • To deliver new capabilities • To open up new research opportunities Collaboration will provide more economic and more effective solutions Discovery Thank you! Get in touch if you’ve got questions or ideas