Case Analysis on the Resource

Sharing Model of CALIS Consortia

Prof. Xiao Long, Peking University Library, CALIS National Information Center for Science,

Social Science and Humanities

June 2008

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1. Introduction of CALIS Resource Sharing Model

2. Case Study

Overview

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CALIS: China Academic Library and Information System

Targeted users ： building resource and service sharing system among the academic libraries in Mainland China

One of the three major public services systems under China’s ‘Project 211’

A national Library consortia Invested by the Chinese Government, led by

the Education Department

1.1 Introduction of CALIS

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Established in 1998, CALIS celebrates its 10th Anniversary this year.

Member Library： Core members: 42 Libraries Members: 809 Libraries

1.1 Introduction of CALIS

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CALIS cooperative purchasing: started in 1998 The first database acquired by the Consortia:

“Science Online” Number of Consortia: 80 Number of members: around 700 Libraries Resources acquired:

Electronic databases: over 300 databases E-journals: over 35,000 titles E-books (plus Thesis and Dissertations): over 200,000

titles Number of database suppliers/vendors: 29

1.1 Introduction of CALIS

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1.2 Consortia Model National Consortia University CALIS Consortia Regional Consortia Composite Consortia 全国集团

CALIS 集团 CSDL 集团 地区集团 单个图书馆

地区集团 地区集团 单个图书馆单个图书馆

单个图书馆 单个图书馆

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Buying Club Membership model The major type of investment model

Central Funding Fully funded by the Government, members can enjoy

services free-of-charge Uncover （ Ingenda）， OCLC FirstSearch ， IOP

backfile Cooperative Purchasing

The Government and participating institutes collaboratively purchase shared resources

netLibrary ， Jstor ， PQDD fulltext ， AIP ， APS ……

1.3 Investment Model

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Pricing Model of the Consortia Price for perpetual ownership The price will be internally reviewed two or

three times Pricing Model of A Single Library

Consortia discount: More members, more discount

Common practice

1.4 Pricing Model

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1.5 Sharing Model － 1

Each member library will have its own electronic copy. Greater discount will be given to bulk purchases of copies. The Consortia will own more resources if more copies are being purchased.

Sci ence Ci tati on Index (SCI)集团

北京大学图书馆

清华大学图书馆

复旦大学图书馆

上海交大图书馆

南京大学图书馆

XXXX图书馆

SCI1复份

SCI2复份

SCI3复份

SCI4复份

SCI5复份

SCIX复份 8

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All member libraries share a single electronic copy. Each member is responsible for acquiring a part of the contents, then they will merge them into a single database for shared use.

1.5 Sharing Model － 2

ProQuest学位论文全文数据库

ProQuest学位论文全文数据库集团

北京大学图书馆

清华大学图书馆

复旦大学图书馆

上海交大图书馆

中国科技信息所

XXXX图书馆

学位1论文

学位2论文

学位3论文

学位4论文

学位5论文

学位X论文

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Consortia members jointly purchase a certain quantity of databases for shared use. Each member will have to pay a usage fee calculated based on its scale and usage statistics.

OCLC FirstSearch 、 UnCover （ Ingenda）

1.5 Sharing Model － 3

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1. Introduction of CALIS Resource Sharing Model

2. Case Study

Overview

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Established in 2002 Number of members: >130 Number of full-text articles: about

170,000 2008-2010 consortia: call for member

2.1 PQDD Fulltext - Introduction

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Subject Percentage

Applied Sciences 29.04% Biological Sciences 14.23% Communications and the Arts 3.04% Earth and Environmental Sciences 6.29% Education 6.40% Health Sciences 4.85% Language, Literature, and Linguistics 3.40% Philosophy, Religion, and Theology 1.40% Psychology 2.92% Pure Sciences 12.49% Social Sciences 15.94%

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2.1 PQDD Fulltext - Introduction

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A National Consortia Universities in the Mainland Universities in HKSAR Public Libraries Information Services Provider

Establishes its own acquisition system and server for checking duplicate and sending orders

2.2 PQDD Fulltext – Consortia Model

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Collaborative purchase model CALIS provided subsidy to the first lot of

universities for purchasing resources CALIS provided subsidy to the consortia for

developing its acquisition system and server. Buying Club

For members who join the consortia after its first anniversary.

2.3 PQDD Fulltext – Investment Model

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Single member/title pricing model Each member are requested to purchase a

certain quantity of titles Fixed price Keep the price at the lowest possible level,

the number of titles can be increased in a flexible way.

The ideal resource sharing model

2.4 PQDD Fulltext – Pricing and Sharing Model

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2.5 PQDD Fulltext - Outcomes

Number of members increases continuously Number of titles increases rapidly Usage rate surges continuously Costs keep on declining

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2.5 PQDD Fulltext - Outcomes

Shared access of full-text dissertations by the participants

Sharing of MARC data Sharing acquisition data Perpetual ownership

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2.6 NetLibrary E-books

Established in 2004 Using the same model as PQDD Fulltext The consortia commonly owns a single copy Number of members: >60 The consortia is currently drafting the terms

for the renewal of contract How many copies shall the consortia purchase? How much is the duplication with MyiLibrary?

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In the future

Cooperations between the academic library in Mainland China and Hong Kong?

Ebrary ebooks MyiLibrary ebooks ……

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Thanks！