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Description

Sharing of E-resource Licensing Information across UC
(SILS Phase 4 Deliverable)

Decision summary

Escalate to OT
Coordinating at ERES subteam level is problematic:

  • Solution involves improving communication to groups involving positions that make collection development decisions and leverage license negotiation processes, which is outside of ERES subteam’s scope

  • ERES has summary, but unable to identify appropriate target audience and communicate this decision status upward to formally recognized stakeholders group in the UC Libraries or CDL Shared Collections

  • Possible solutions may involve additional discussion and research to identify specific groups and/or goals that would benefit from these solutions

Decision summary:
  • Alma functionality does not provide the ability for local campuses to share their Tier 3 licenses within the SILS structure.

  • ERES has determined that maintaining local licenses and a shared repository is not feasible given the immense amount of human resources this would require.

  • ERES recommends that CDL work with SILS-ACQ and SILS-ERES to create and coordinate website content for purposes of marketing, supporting and building a listserv consisting of UC librarians who license local e-resources and others directly involved in authorizing local collection development decisions. The goal is to improve communication channels between local campuses, so as to measure multi-campus interest and leverage group purchasing power for prospective license negotiation, where previously local campuses entered multiple separate agreements without awareness of overlapping interest.

    • Centralize focus on facilitating communication around licensing. Replace UCD-hosted listserv and migrate to a centralized, CDL created and managed listserv/slack channel

    and/or CKG to leverage licensing dialogue,
    • with goal to increase communication around terms negotiations, pricing, wording in licenses, advocacy with licenses (ADA, etc)

    Moderator to
    • Moderated list will

    include
    • be limited to collection development staff and those directly involved in licensing.

    • Additionally, CDL will work to clarify the policy from a legal perspective for sharing local licenses between campuses and CDL, document compliance workflow. If appropriate, CDL will host website in support of SILS initiative and creation of web content by ERES and CDL Shared Collections.

Owning group

TSELG Phase 4

Approver

Consulted

Operations Team, E-resources subteam, Acq subteam

Informed

Present at All-Chairs, then SOT and LG will be informed.

Decision-making process

Analyzed Phase 4 documentation to discern the ultimate goal was to find potential savings through making a collective purchase out of e-resources currently purchased on individual campus basis.

Priority

Administrative input needed based on TSELG rating HIGH

Target decision date

Date decided

13 Apr

Background

Phase 4 delegated work plan deliverable:
Create a shared storage space where the entire license documents for UC Tier 1-3 e-resource licenses can reside, so that we can compare terms obtained previously within the system. It would be of additional benefit to share information about ongoing license negotiations, as well as those that have failed and reasons why.

  • CDL has already implemented the display of Tier 1/2 license terms in Primo. For discussion here, license terms are different from sharing the full legal agreement.

  • There is no collective project to display Tier 3 license terms – this may be locally determined as campuses are at different phases of their implementation and familiarity with Alma Licensing. Again sharing license terms in Primo is very different from a select group of librarians sharing full license agreements.

  • Tier 3 - need to distinguish between Tier 3 acquisitions that are linked to a Tier 1 agreement (i.e. adding a Taylor & Francis title using an addendum that is linked to Tier 1 agreement - Assisted Tier 3s). Also there are local resources with potential to roll up to a Tier 1 or 2 acquisition, or small specialized database of interest to only one campus.

  • E-resources team assumes that the project to display license terms is a different discussion than actually uploading license documents for sharing

  • To date, the only existing UCLAS group associated with this type of work is the CDL Licensing Liaisons, which exists outside of the SILS structure. Given the CDL website has no record of group activity, this may be outside the scope of the Licensing Liaisons, and an alternative structure may be forming a CKG for this work.

  • See This issue has been discussed by several campus represented committees involving both SILS Phase 4 and SILS Operations. Phase 4 work item from initiated by TSELG, after AFEG where it was then shared with AFEG who reviewed and responded, subsequently . TSELG also sent request for endorsement comment to SCLG. AEFG did not include this deliverable in its licensing-related hand off items to SILS Operations. TSELG included this in their hand off as a high priority for SILS Operations.

View file
nameSharing Licensing Data in UC-refer to SCLG 2021-11-16.docx

Licensing - AEFG Document
AEFG Response to TSELG

TSELG roster - former group of local campuses campus representatives interested in leveraging multi-campus discounts for existing acquisitions
FocusDelegated deliverable: TSELG SILS was aSILS Phase 4 escalation group for Alma migration areas including which included acquisitions, e-resources, cataloging, metadata, and discovery.

SCLG roster - CDL vertical of authority, focused on licensing new content
Focus: SCLG is the UC Libraries advisory group for decision-making related to UC-wide collection development and management.

ERES roster - Operations team with campus representation.
Approached this deliverable from the framework that campus representatives are closest to the local work , recognizing under and familiar with current priorities, . Concluded that campuses do not have extra capacity to perform detailed overlap analysis of locally licensed resources across the UC and request CDL take on the work of initiating new multi-campus negotiations under Tier 1 or Tier 2 licenses. This would require a higher level of administration to facilitate additional resources or re-prioritization of current resources.

Recommendations

CENTRAL REPOSITORY

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