CIPE

ERM evaluation
An introduction to the
CIPE Consortium peculiarities
by Anna Ortigari and Guido Badalamenti
Bologna, 24.04.2008
CIPE Consortium,
a short history
• It was born in 2001 as an Association between
12 Universities for the acquisition of electronic
resources;
• At the end of 2006 it became a formal
Consortium and, beside the old activities, it
starts to be also devoted to the development of
joint projects at a national and international level
and to be interested in defining level of
partnership with public or private Bodies or
Institutions
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CIPE members & partners
• 11 Founder members
– The Universities of Bologna, Firenze, Genova,
Modena e Reggio Emilia, Padova, Parma,
Pisa, Sassari, Siena, Venezia, Politecnica
delle Marche;
• Partners
– Other Universities or Public Institutions which
are interested to share the same vision and
willingness to participate in specific projects.
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Peculiarities
• The main peculiarity of the Consortium is to be
composed by Libraries organized at a Central
Library System for single University;
• The Consortium doesn’t own a devoted server
farm or hardware infrastructures, but all the
activities are based on the functionalities offered
by single Institutions;
• The Consortium subscribes special agreements
with other Italian Consortia or Institutions for
special projects of digital preservation and
disaster recovery;
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E-contracts
• National level – defined by CRUI-CARE;
• Interconsortia level – agreed between 2 or
3 consortia;
• Cipe consortium – for the benefit of all or
part of the members;
• Institutional level
– Single University
• Following a specific offer by the vendor/distributor
• Following a general offer by the vendor/distributor
– Single University via a different Consortium
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Governance & Responsabilities
•
•
•
•
People appointed by the Consortium;
Technical body of the Consortium;
Consortium Director & other Consortium bodies;
People appointed at the University level
–
–
–
–
–
–
–
Main selector
Library Director
Branch library selectors (directors and staff)
Budget administrator
Administrative office
Central IT department
Resource configuration & cataloging staff
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Interoperability
• ILS
• Link resolver
– ALEPH (6)
– SEBINA (4)
– GEAC (1)
– SFX (8)
– OpenResolver (1)
• Metasearch
• Administration
– ALEPH ACQ module
– CINECA software CIA
– Specific software
– Metalib (7)
– Sebina open library (1)
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SFX architecture
SS
GE
BO
SI
PD
CIPE
CIPE
Instan
ce
Backup
copy
FI
VE
PR
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ERM architecture
CIPE
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CIPE needs - 1
General workflow for each agreement and for each resource
Resource name or Publisher
1. Selection and Evaluation of new resource / Renewal
2. Contents
3. Access - Integration and interoperability level
4. Negotiations
5. Agreement
6. Subscribers
7. Costs
8. Management of rights and obligations of users
9. Helpdesk
10. Archiving management
11. Use evaluation / Statistics
12. Annual deadline management
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CIPE needs - 2
RESOURCE
1. SELECTION /
EVALUATION
Publisher/Aggregators…..
Importance/level of
priority/policy
coherence
trial: length, n. of
participants
Kind of documents
e-journals, e-books, dbase
Numbers
subject areas
IF /authoritative titles
2. CONTENTS
list of titles (alphabetical or subject order)
update/changes
Backfile
format (html, pdf, xml, toc)
Titles
coherence
print/online
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2008
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CIPE needs - 3
Platform
url
Local/direct access
authentication
Browsing
IR
3. ACCESS – LEVEL
OF INTEGRATION AND
INTEROPERABILITY
Basic search/ advanced search
Source
Citation linking (sfx or
other)
target and updating level
threshold (global-local)
integration opac
metaopac
Metadata supply
Management database
and users database
Holdings (print or e-only) price-list, titles,
access titles, usage data
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CIPE needs - 4
Level of negotiation
University, Consortium, National
Length of negotiation
titles owners scientific societies or other
publishers
Evaluation on contents
Subscribed titles, big-deal, UTL, cross ,
current/backfile, print or electronic
archive
Fte, holdings and historical expenditure,
band/level of costs, level of use
4.NEGOTIATION
Evaluation on models of
cost
Consortium discount
Evaluation on
technological
performance
level of integration
Evaluation on services
and other added
value
CIPE - VERDE, 24 -04 2008
Negotiation note
13
CIPE needs - 5
Length
Expiry
Renewal
5. CONTRACT
text
Contract/licence/
conditions
Right of Rescission
notes of the contract
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CIPE needs - 6
ancona
bologna
firenze
genova
modena
6. PARTNERS
(partecipation, kind of
model, time, opt out,
etc.)
parma
padova
pisa
sassari
siena
venezia
Others
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CIPE needs - 7
Economical model and single institution choice
ddp on e-only model
base price
general
e-only
print+on line
costs
Archive/backfile
price cap: on on line / on print
Consortium discount
7. COSTS
Discount for one-stop billing
VAT: %
possible internal allotment of costs
invoicing level, addresses and deadline payment
1. Year, possible prorata
2. Year
3. Year
Yearly costs
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Notes on costs
16
CIPE needs - 8
Management users
right/duties
clauses
Authentication kind
8. MANAGEMENT
USERS RIGHT/DUTIES
AND
COMMUNICATIONS
ip-proxy database
clauses
Allowed uses
clauses
Not allowed uses
e.g. Db nilde terms (or others)
DD
<http://nilde.bo.cnr.it/index.php?st=105>
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CIPE needs - 9
Method of communication
FAQ
Level and contact person in
the corsotium/
Level and contact persons in
the publisher/
9. HELPDESK
Report list : cipe-org (at cipe
level)/interconsortia/single
institution
Publisher url for libraries/
Institutions
Consortium url for
libraries/Institutions
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CIPE needs - 10
Which rights and on
which titles
clauses
Supply of electronic copy
10. MANAGEMENT OF
ARCHIVE RIGHTS
Supply of Paper copy
Costs
Agreements of Italian
consortia
Compatibility Counter e Sushi
11.
MONITORING/EVALUA
TION (USAGE, COSTS)
url
Publisher
password
University
Other monitoring system (eg. SFX)
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CIPE needs - 11
Maintenance obligation/%
Allowed dismission and
level (single site or
consortium level)
12. MANAGEMENT
YEARLY DEADLINES
Changes in economical
model
Changes in contents
audit print - holdings
Invoicing
Notes
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ERM evaluation
THANK YOU!
Bologna, 24.04.2008