Wednesday, 12 September 2012

ALPSP Conference Day 1: Global Consortia and Library Markets overview

News of the World panel

Thomas Taylor from Dragonfly Information Services provided a packed overview of global consortia and library markets as part of the News of the World session on day one of the conference.

He observed that access to research is becoming a ‘right’. Open Access movement is a disruptive business model and there is an evolution of traditional subscription models for consortia. 

The advantages for publishers include protection for subscription revenue, access and usage explodes, the impact factor goes up and you can integrate Open Access journals into consortia deals.

Global trends in consortia markets include:
  • Library budget constraints in all economies – from dire (in Ireland) to selective (China)
  • Large national closed consortia with less/no central funding (DFG, NSTL, CRKN, CAPES)
  • Mature (penetrated) consortia acquiring less
  • Budgets plus time constraints (renewals) (CRKN, China, JISC)
  • Newer (less penetrated) consortia proceeding cautiously and in increments (Mexico, Japan)
  • Renewals still strong, the default setting
  • Consortia as purchasing model still healthy


China
Has a strong economy showing signs of slowing down. There is a commitment to invest in education in short and long term and to indigenous publishing (including journals). Local marketing, sales and brand are a necessity for language, laws, social media (they have their own versions of twitter and google). Consortia had aggressive purchasing until two years ago, but are now more selective and subject area specific. They are showing sign of mature consortia and purchasing has been slowed down by politics and bureaucracy. There are two very well know consortia: NSTL (closed, centrally funded, 600 institutions with 9 member board) and CALIS (open with no central funding, 700 to 1400 institutions).

India
They have a strong economy with no signs of slowing down as well as the third largest HE system in the world. Major investment in recent years appears to be continuing in both new institutions, R&D spending and new consortia. With 10 to 15 major consortia this is still an immature market.

Middle East/North Africa
This is a diverse region with many markets. There has been an economic slow down since 2009. They are thinking about how to invest in post-oil economy, education is one of the key factors. The Arab Spring has created political uncertainty and instability in some countries (but hope as well!). There are immature consortia who are increasing spending on e-journals, databases and ebooks, especially in STM. It is anticipated that 2013-2015 library budgets will be flat or increasing modest.

Europe
Economies continue to be challenged and uncertain. Europe is a diverse market (north vs south?). Library budgets are decreasing or remain flat. Very little new content is being purchased. Renewals of deals still the default in most cases. Main policy impact is through Open Access mandate from EU in support of UK mandates.

UK
The economy is in recession. JISC is one of the oldest and mot mature consortia (Open). There is little acquisition of new content (ISPG purchased this year). Renewals of deals is the default (two big deals renewed last year amid much noise). Government mandated Open Access most aggressive in the world.

Brazil
Strong economy (6th largest in the world, overtaking Britain). CAPES a national, closed, mature consortium, is one of the oldest. It has deals with most commercial publishers. There are 350 libraries (all of Brazil academic market and then some). The new government has created an uncertain future and there has been very little new content acquisition in last two years.

Mexico
This is a growing economy with an unstable political situation with new government and drug wars. Mexico has a three year old government funded consortium.

Canada
The economy is growing. CRKN is a mature national closed consortium that no longer has government funding, but is funded by member libraries now. Budgets for new content are uncertain. Renewals only in 2012 for 2013. There are regional consortia (four, open) buying some new content, but budgets will continue to be uncertain until CRKN renewals are confirmed.

United States
Elections in US could effect consortia in a big way. If Obama is re-elected he has promised to invest in education and research. EBSCO Community Plus is a new open North American consortium. There are 250+ research libraries and 50 ARL libraries. ISPG and several other content providers are participating with tentative plans to expand into Europe.

In summary:
  • Consortia deals continue to be healthy and renewed
  • Most consortia adding little new content when compared to the past
  • Centrally funded consortia are challenged
  • Addendum scientific research is increasingly global
  • Implications for libraries, consortia, publishers and purchasing models
  • Addendum 2: Open Access mandates and how they affect the consortia world.
  • If you are’t a large commercial publishers, join forces with other like minded publishers.

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