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SIXTH JISC INFORMATION STRATEGIES CONFERENCE: FOCUS ON FUNDING

SIXTH JISC INFORMATION STRATEGIES CONFERENCE: FOCUS ON FUNDING. Purchasing Decisions for Electronic Resources Within HEIs 7th Dec 2000. PURCEL. The Background/History The set-up/Organisation The Methodology Getting the Information The Preliminary Results. PURCEL: JISC Background.

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SIXTH JISC INFORMATION STRATEGIES CONFERENCE: FOCUS ON FUNDING

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  1. SIXTH JISC INFORMATION STRATEGIES CONFERENCE: FOCUS ON FUNDING Purchasing Decisions for Electronic Resources Within HEIs 7th Dec 2000

  2. PURCEL • The Background/History • The set-up/Organisation • The Methodology • Getting the Information • The Preliminary Results

  3. PURCEL: JISC Background • Joint CALT/CEI working group • JISC Monitoring Advisory Unit survey • COST

  4. PURCEL: Remit • Funding Model variations • Good Practice • Dissemination • Charging Policy for e-is access

  5. PURCEL: Consortium • Sunderland [lead] • Abertay Dundee • Glasgow • Glasgow Caledonian • University College London • Queen Mary and Westfield College

  6. PURCEL: Questions? • Definition? • Budget or Model? • Who do we canvass? • Who to we target? • Culture?

  7. PURCEL: Decisions • Canvass all HEIs • Target the actual budget manager • Investigate the culture of the institution • Definition: e-resources are- • Databases [CHEST] • E-serials [NESLI] • Reference and EDD Services

  8. PURCEL:Methodology • Literature Search • Questionnaire • Interviews • Case Studies • Workshops • Final Report • Dissemination

  9. PURCEL: The Questionnaire • Control Architecture (5 questions) • Broad patterns of practice (5 questions) • Who pays? • Who decides? • What is bought? • Factors which influence decisions?

  10. Questionnaire Results: Control Architecture • Academic Planning Board - 75% • No policy/resources committee at faculty level - 68% • Library budget top-sliced - 66% • Library budget devolved - 1%

  11. Questionnaire Results: Patterns of Practice • No formal policy for electronic resources provision - 75% • variable, non-fixed e-resource budget - 68% • e-resources bought from book or serials fund - 85%

  12. Questionnaire results: Who Decides? • The Librarian (+library staff) - 52% • The librarian (+academic staff) - 30%

  13. The Questionnaire: What do we buy? • Average HEI budget for e-resources - £136k • Percentage of total budget - 16% • Databases - 64% • E-serials - 27% • Reference material - 8.4% • EDD - 1.6%

  14. The Questionnaire: Factors influencing decisions • Cost of annual subscriptions(4.6) • Relevance to need (4.6) • declining budget (3.9) • defective consultation process (3.8) • Inflexible publishers’ deals (3.7) • licensing/network problems (3.7)

  15. Interview Results • Funding allocation mechanisms • The consultation process • Ineffective evaluation and monitoring

  16. space “old” v “new” budget devolvement bundled deals estimating/forecasting evaluation collection development issues decisions-making process complexity of deals licensing PURCEL Workshops: issues raised

  17. PURCEL: Conclusions • Few formal policies or strategies • Funding models are print-based • Evaluation procedures undeveloped • Publisher deals are too complex • Decision-making is library-controlled

  18. PURCEL: Report to Follow

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