FinELib Broadening the licensing scope:

new user groups, new patterns of use

ICOLC Munich 19.-22.10.2008

Arja Tuuliniemi

Head of licensing, FinELib

Overview

• About FinELib consortium• Structural changes in consortium environment• How do changes affect licensing?• Survey to consortium members • Survey results• How to proceed?

About FinELib consortium

• A service to libraries provided by the National Library of Finland– Nelli-portal (National search interface) services– Licensing

• ca 20 000 e-journals, 130 databases, 300 000 e-books, 300 reference works

• Consortium members: universities, polytechnics, public libraries, 38 research institutes

• Turnover € (2007): 16 million, from which licences 15 million• Personnel:

– Nelli-portal & IT-development (4,5 persons)– Licensing (6,5 persons)– Admin (2 persons)

Structural changes in consortium environment

• Legislation under reform: universities and polytechnics– the law will extend the autonomy of universities– increasing private/international funding (?)

• Larger units– in the network of HE

• universities 21 > 15-16 (?)

• polytechnics 31 > 20-22 (?)

– in the network of research institutes– in municipalities

• 415 > 348 municipalities on 1 January 2009

• Increasing co-operation in teaching, research and innovation on international and national level

How do changes affect licensing?

• Changes in processes– subscription, invoicing, admin tools– licensing centrally vs. locally

• Changes in pricing / pricing principles of publishers– e.g. price per org / discount per amount of org

• Larger institutes > more need for sub licences• Changes in licence terms

– service to companies

Survey to consortium members – summer 2008

• Structural changes: which are of paramount importance according to libraries > web survey to consortium members in summer 2008

• Libraries were asked to– suggest how licensing should be changed in order to better

serve library users– prioritize their suggestions– make suggestions for work division and funding

• Responses from 75 consortium member organisations– 27/415 public libraries– 18/29 polytechnics– 16/21 universities– 14/38 research institutes

Survey to consortium members – needs

– New user groups• hospitals, laboratories, vocational and other schools, museums,

municipalities, national licences etc.

– Growing co-operation• ‘cross-border’ research and teaching (multinational,

students/researchers from several organisations)• shared library services for several organisations

– Licensing for smaller user groups• faculties, schools, campuses, research groups, subject fields• access restriction technically possible: 31 yes, 16 no• various FTE sources• still need for organisation-wide licences

– Commercial / for-profit services• services for companies (ILL, information services), teaching

Survey to consortium members – prioritized needs

– Universities• licensing for smaller user groups (faculties), licensing for groups

consisting of students / researchers from several organisations

– Polytechnics• licensing for smaller user groups (subject fields) and adult

education, licensing for groups consisting of students from several organisations, shared library services for several organisations

– Research Institutes• licensing for smaller groups (research groups), licensing for groups

consisting of researchers from several organisations, shared library services for several organisations, national licences

– Public libraries• vocational and other schools, shared library services for several

organisations, adult education, national licences

What needs to be done next?

• Action plan to incorporate new user groups / new usage behaviour– close cooperation in planning with IT and admin staff, HAKA

federation (Shibboleth), teachers – pilot/pilots

• authentication

– agreement on new licensing principles (FinELib consortium)• licensing centrally vs. locally

• revised processes of FinELib consortium

• additional funding to cover new users

• updated FinELib service agreements between FinELib service unit and member organisations

– negotiations with publishers to include new user groups

Questions to be answered

• Increase in personalised servicesmore admin work

• Licensing for smaller user groupsdetailed information on users available only locallydiversity of licensed contentauthentication timetable responsibilitiesbenefit in pricing (?)

• Co-operation between organisations > Who is ‘Licensee’

Thank you!

FinELib

Arja Tuuliniemi

arja.tuuliniemi@helsinki.fi

http://www.nationallibrary.fi/libraries/finelib