Consortial Activities in Korea

1
Consortial Activities in Korea

• Ho Nam Choi
• Korea Institute of Science and Technology
  Information
• hnchoi_at_kisti.re.kr
• ndsl.or.kr
• kesli.or.kr

2
Korea Data Profile(2005)
Sources CIA World Factbook https//www.cia.gov/
cia/publications/factbook/index.html UNESCO
statistics http//www.uis.unesco.org/profiles/EN/
GEN/countryProfile_en.aspx?code3600
3
Number of Research Articles Published by Korea
307
-12
152
Source Based on affliliation search in Scopus
4
Key Publications Areas by Korea
Year 1996 - 2006
Source Based on affliliation search in Scopus
5
Impact Factor of Korea Papers
6
Average Impact per Subject Field
7
Overview of Korean Library Consortia

• Started Early 1960s
• by Subject, by Type, by Region, by Common
  Interest
• Traditional Type vs New One Coexisting
• Printed Information based vs Electronic
  Information based
• Contributed Resources vs Officially Secured
  Resources
• Mostly Informal Constitution vs Formal
  Constitution
• Mostly withering vs Booming up actively
• Membership fee vs Government fund
• 11 vs 3

8
Overview of Korean Library Consortia
Present Status of Traditional Library Consortia
Funding
Governance, staffing, resources
Programs/ services
Start Year
Size
Form
membersip fee service charge
formal constitution regular staff
established resources
DDS, training, publishing seminar/workshop
joint licensing medical DB construction
1968
153
by subject (med)
KMLA
membership fee grant
formal constitution regular staff
contributed resources
ILL online union catalog seminar/workshop
publishing
1972
53
by subject (ST)
STIMA
membership fee
informal constitution no staff contributed
resources
ILL DDS seminar/workshop exchange of
materials publishing
1972
100
by type (private univ.)
KPULA
membership fee
informal constitution no staff contributed
resources
ILL DDS exchange of materials
seminar/workshop
1962
51
by type (public univ.)
NPULA
membership fee
informal constitution no staff contributed
resources
ILL DDS seminar/workshop publishing
1973
53
by subject (theology)
KTLA
Membership fee
informal constitution no staff contributed
resources
ILL DDS seminar/workshop publishing
1990
56
by subject (social sci)
KOSSIC
Membership fee
informal constitution no staff contributed
resources
exchange information publishing
1995
70
By type (colleges)
CLA
9
Overview of Korean Library Consortia
Present Status of New Library Consortia
2000
152
academic
KORSA
Governmental fund
formal constitution central agency regular
staff established resources
online DDS seminar/workshop ASP
1999
234
academic
KERIS Consortium
Governmental fund
formal constitution central agency regular
staff established resources
operates RISS DDS, ILL national joint
licensing seminar/workshop online community
service
1999
416
All types subjects
KESLI
Governmental fund grant
formal constitution central agency regular
staff established resources
operates NDSL joint purchasing of digital
content, solution, services mobile campus
consortium digital archive preserving
global linking service seminar/workshop/forum
re-education program
10
KORSA

• Established in 2000 by GIST
• Built a DB with over 6 million records of article
  indices with 15,000 journals
• Currently 154 Members join for online resource
  sharing services
• 30 libraries join for ASP system
• ? Hard time creating a blue ocean to avoid
  overlaps of KERISs and KESLIs activities

11
KERIS Consortium overview

• Started in 1999 for Licensing e-information
• Consists of Academic Institutes
• Concentrates on Web DBs
• Two Licensing Programs
• National Academic Licensing Program
• Currently 14 DBs selected
• 30 100 financial support for each DB
• Joint License Purchasing Program
• Operates RISS service platform

12
KERIS Consortium National Academic Licensing
Program
e-Resources purchased under National Academic
Licensing Program
2005
2004
2003
2002
2001
2000
1999
Year
14
12
12
11
7
5
4
No. of e-Resources
OCLC FS(ECO) ACM DL LC CDS OCLC
Catalog DDoD PQDD JCR Web PML OED Westlaw OCLC
netLibrary Safari eBook Scopus LION Education
Collection
OCLC FS(ECO) ACM DL LC CDS OCLC Cataloging CSA
IDS DDoD PQDD JCR Web ESubscribe OCLC
netLibrary Ulrich's BIP Safari eBook
OCLC FS(ECO) ACM DL LC CDS OCLC Cataloging CSA
IDS DDoD PQDD JCR Web ESubscribe OCLC
netLibrary Ulrich's BIP Safari eBook
OCLC FS(ECO) ACM DL LC CDS OCLC Cataloging CSA
IDS DDoD PQDD JCR Web ESubscribe OCLC
netLibrary Ulrich's BIP
OCLC FS(ECO) ACM DL LC CDS OCLC Cataloging CSA
IDS DDoD PQDD
OCLC FS(ECO) ACM DL LC CDS OCLC Cataloging CSA
IDS
OCLC FS(ECO) ACM DL LC CDS OCLC Cataloging
List of e-Resouces
13
KERIS Consortium National Academic Licensing
Program
Present Status of National Academic Licensing
Program as of 2005
Remarks
No. of participants
e-Resources
100 supported
400
 OCLC FirstSearch
1
100 supported
12
 LC CDS OCLC Cataloging
2
100 supported
400
 ACM Digital Library
3
30 supported PDU package service
97
 DDOD
4
 Proquest PQDD
5
30 supported
84
 JCR Web
6
35 supported
98
 OCLC NetLibrary
7
30 supported
39
 Safari eBook
8
30 supported
49
 Westlaw
9
100 supported
400
 OED
10
30 supported
44
 PML
11
100 supported for the 1st year only
Trial period
 Scopus
12
30 supported
23
 LION
13
100 supported
150
 Education Collection
14
OCLC FirstSearch and ACM Portal service are
provided to 400 universities individual
members. Number of participants of OCLC
NetLibrary is the accumulated one from year 2002
to 2005.
14
KERIS Consortium Surveys
Distributed portion of domestic scholars and
usage status of e-information by discipline
( )
human ities
social sci
natural sci
eng/ tech
medical sci
art/phy sical
Edu cation
biz/ econ
12.0
11.0
11.0
29.0
6.0
10.0
7.0
14.0
9.7
4.1
24.1
31.0
7.6
-
2.8
5.5
15.2
7.6
15.9
33.1
6.2
2.1
4.8
3.4
5.8
3.3
9.9
19.2
8.1
8.4
10.1
35.2
2.2
2.1
14.1
17.4
8.8
9.0
6.5
39.9
source 2003 Korea Educational Statistics
15
KERIS Consortium Surveys
Average information expenditure and subscription
volume per university
2000
2001
2002
2003
850,000
950,000
820,000
825,000
average expenditure of library information
materials
94,000
116,000
120,000
128,000
average expenditure of foreign e-information
subscription
10.96
12.20
14.6
15.5
ratio of foreign e-information expenditure
against library information materials expenditure
8.04 items
9.47 items
11.27 items
15.5 items
average e-information subscription volume
16
KERIS Consortium Surveys
Priority for Web DB Procurement
(unit , n131 libraries, answers of 1st
priority)
17
KERIS Consortium Surveys
Priority for e-Journal Procurement
(unit , n131 libraries, answers of 1st
priority)
18
KERIS Consortium Surveys
Priority for e-Book Procurement
(unit , n131 libraries, answers of 1st
priority)
19
Consortial Activities of KESLI

• Why a KESLI?
• What a KESLI?
• Business Statistics
• Ongoing Programs
• Challenging Issues
• Future Directions

20
Why a KESLI?

• E-Journals started booming late 90s in Korea
• Change of subscription mode
• No idea from Government bodies or Central body of
  Korean Library Associations to respond properly
• Triggered by Early Adapters of KAIST
• Benchmarking of Foreign Cases NESLI
• Shared idea of consortium based joint purchasing
• ? KESLI(Korea Electronic Site License
  Initiative) was born in 1999 to deal with these
  issues.

21
What a KESLI?

• Law of Two Feet
• Voluntarily Sprouted, but Growing and Evolving on
  demand
• No legal or institutional apparatus supported
• More than a Buying Club ? New Value Potential
• Endless Challenges
• ? Organic Body??

22
What a KESLI?

• Success Factors of KESLI
• Shared interest Information cost
• Improve resource sharing
• More information about the information resources
• Stable funding
• Communications
• Development of attractive programs and services
• Strong Leadership

23
KESLIs Ongoing Programs

• Consortium purchasing Resource sharing program
• NDSL operations
• Project of building a National Digital Archive
• Promotion of web service based NOS(NDSL-on-Site)
• Mobile Campus Consortium project
• Linking Center
• Education and Training programs
• e-Information Forum
• Re-education program for professional librarians

24
Consortium Purchasing Resource Sharing

• Total 420 libraries participating in the KESLI
  consortium
• Joint purchasing 343 libraries
• - 13,933 e-journals, 2,507 e-proceedings,
  12,423 e-standards, 26,523
• e-books, 7 databases and other 6
  products
• DDS 262 libraries

KESLI
public bodies 23
??? ? 141? ???
??? ? 141? ???
??? ? 141? ???
25
Consortium Purchasing Resource Sharing

• Big Jump of use level of journals by library type

(As of June 17, 2005)
3,520
2,972
2,920
2,473
1,986
Number of Journals
1,731
329
213
227
114
50
46
University
Research
Corporate
Medical
Public
Average
Journal titles subscribed before KESLI
Journal titles accessible after KESLI
26
Consortium purchasing Resource sharing

• Cost Saving Effects by KESLI

(As of October 31, 2003)
ToL
No. of member (A)
Average E-journal titles (B)
Expected Savings (I)D-H
Individual Deal
KESLI Deal
Average Cost by ToL (E)
KESLI support (G)
Cost by ToL (F)AE
Total cost by ToL (H)FG
Average Cost by Group (C)
Total Cost by ToL (D)AC
Univ
142
0.06m
0.23m
2,638
8.52m
8.75m
682.79m
4.87m
691.54m
Research
43
0.04m
0.06m
2,334
1.72m
1.78m
183.55m
4.31m
185.33m
Corporate
43
0.02m
0.05m
1,689
0.86m
0.91m
133.25m
3.12m
134.16m
Medical
39
0.03m
0.04m
1,811
1.17m
1.21m
129.44m
3.35m
130.65m
Public
9
0.01m
0.01m
1,084
0.09m
0.10m
17.90m
2.00m
18.00m
Total
276
-
0.39m
-
-
1,159.68m
12.36m
12.75m
1,146.93m
Average
-
0.04m
0.14m
2,276
4.20m
-
-
0.05m
4.16m
27
Consortium Purchasing Resource Sharing
Resource Sharing Statistics by year
28
Consortium Purchasing Resource Sharing
Cost Effectiveness thru consortial procurement
Cost per Article trend by year
Survey against 7 major suppliers
29
NDSL Operations
A National Scholarly Portal for Publications

• provides one-click total gateway services for
  accessing both electronic and printed
  journal/proceeding papers to nationwide
  researchers by building a comprehensive
  metadatabase in collaboration with KESLI member
  libraries and participating suppliers

30
NDSL Operations

• Why a NDSL?
• Licenses for accessing information resources
  drastically expanded nationwide by KESLIs
  efforts, but
• There were no suitable information services
  solely to meet the highly enhanced Korean
  researchers demand that any document, regardless
  of its subject, format, and location should be
  obtained from any time any place by just
  one-click away
• Building one single comprehensive meta database
  for foreign scholarly information was strongly
  needed to provide nationwide researchers with
  streamlined gateway service
• Resources sharing were being carried out manually
  and partly among some of libraries. ? Nationwide
  automatic resource sharing system required.

31
NDSL Operations
Suppliers
NDSL Service Configuration
NDSL
DOI Lookup
Our Library subscription
My NDSL
Search
View e-fulltext
Open URL
NDSL Link Protocol
Subscription Information Content Information
e-Gate DB
e-Gate DB content
Member Library System
NOS
ILL
DDS
PPV
Bibliographic Data p-Journal Subscription Data
e-Journal License Data
e-Marketplace System
e-Commerce System
KESLI
Claim
Negotiation
Order
Contract
Member Library Staff (KESLI, DDS)
Users (Academic/ Research/ Industry/Venture/Indivi
dual)
32
NDSL Operations

• Functions
• One-stop comprehensive searching and fulltext
  supplying service for 34 million papers of both
  49,000 scholarly journals and 180,000 proceedings
• One-click gateway service for 18 million
  e-Fulltexts of 20,000 core e-Journals
• Journal Browsing service by subject, by
  individual library subscription, by alphabetical
  order, by SCI selections, and by publisher
• Online photocopy services for documents held
  either by 262 DDS member libraries or overseas
• E-mail Alerting service based on individual
  profile
• My NDSL service
• Remote Access service via NDSL Proxy Server for
  licensed e-Journals

33
NDSL Operations

• Special Features
• Comprehensiveness
• All web-based
• e-Commerce employed
• Biggest and Finest DB in its kind in Korea
• Differentiated interfacing by log-on user, by
  desk-top
• Originally designed for targeting
• 50,000,000 records of meta data
• 200,000 registered individual members
• 500 simultaneous users

34
NDSL Operations
NDSL DB status
Bib Records - Journals - Proceedings
231,977 49,578 182,399
NDSL Database
Article Bib Records - Journal Articles -
Proceeding Papers
34,118,216 28,010,394 6,107,822
No. of Issues - Journal Issues - Proceeding
Issues
5,323,688 5,135,237 188,451
No. of Holding Library Data by Issue
17,036,797 (387 holding libraries)
Links to e-fulltext - Journal Articles -
Proceeding Papers
18,720,972 17,840,416 880,556
Licensed Journals of Members
1,842,825 (339 libraries)
35
NDSL Operations
as of May 31, 2005
? Registered Individuals 76,481
Graduate(Ph.D) 12
Professor 10
Others 21
Graduate(Masters) 25
Librarian 2
Undergraduate 18
Researcher 12
36
NDSL Operations
as of May 31, 2005
? Total clickthroughs 2,367,351
Professor 213,062
Others 236,733
Librarian 355,103
9
9
Graduate(Ph.D) 449,797
15
19
9
Researcher 213,062
5
33
Undergraduate 118,368
Graduate(Masters) 781,226
37
NDSL Operations
as of May 31, 2005
? Total documents 139,539
Professor 18,140
Others 33,489
Graduate(Ph.D) 12,559
13
23
9
10
Graduate(Masters) 13,954
28
2
Librarian 39,071
14
Undergraduate 2,791
Researcher 19,535
38
NDSL Operations
As of May 2005
Searches Browses
Document Delivery Requests
e-Fulltext clickthroughs
5,199,569
50,448
994,853
4,036,385
47,712
764,185
3,713,342
38,122
2,166,487
570,826
21,020
414,522
24,004
421,278
1,059,027
975,993
8,681
196,540
2001
2002
2003
2004
2005. 5
2001
2002
2003
2004
2005. 5
2001
2002
2003
2004
2005. 5
39
National Digital Archive

• Background and necessity
• Traditional Purchase-and-Own model Individual
  Archiving
• Lease Model of e-Journals
• Publishers archiving policies are NOT basic
  solutions
• ? Centralized Archiving and Preservation
  required
• ! Commercial archiving service PORTICO
• ? NDA was designed for guaranteeing perpetual
  access to the e-journals that were licensed and
  paid by KESLI members.

40
National Digital Archive

• Progresses by now
• Contracted or Agreed with 20 publishers
• 6,900,000 e-fulltext data from 4,900 journals
  collected(mostly PDF) ? 8 tera byte storage
  required
• A test bed archiving system under construction ?
  Test running from 2007
• Purposes
• guarantee perpetual access to the digital content
  that was licensed and paid by KESLI members
• Prepare for just in case of service suspension
  caused by publishers bankruptcy, merging, or
  other disasters
• Study for long term preservation of digital data
  for maintaining readability
• Provide new value-added information services with
  the archived data

41
NOS(NDSL-on-Site)

• NOS is a solution that supports Individual
  Librarys Information System to interoperate with
  NDSL using web service technology
• Patrons from Individual Library can use all of
  NDSL resources and services from their library
  information system, without paying extra visits
  to NDSL separately
• 20 libraries are NOS customers now.

42
Mobile Campus Consortium project

• KT and KTF sponsored KESLI to develop and
  distribute a Wireless DL Solution to the Mobile
  Campus Consortium members who were selected on
  applications among KESLI members.
• Provides both library and academic information
  services via cellular phone or PDA
• 67 universities participating for 2004 thru 2005
• US 2 million

43
Mobile Campus Consortium project
PDA Portal Service
http//pda.sm.ac.kr
Intranet Edu/Admin
Announcement
Library announcement reservation search
Community
Web mail
Groupware
44
Mobile Campus Consortium project
Mobile services via cellular phone
Wireless DL
Educational Admin
Phone page
Search loan
2D barcode
wireless internet connect
Mobile library service
Mobile ID
Alerting
2D???
UMS dispatch system
Entry control Seat allocation
CDMA network
Student ID managing
45
National Linking Center

• To run a National Linking Center by hosting a
  Linking Resolver in order for the KESLI member
  libraries to provide customized global linking
  services for their patrons
• Linking with Various Internet Sources(Google
  Scholar, PubMed, Ebsoco Host, etc)
• Consortium based operations
• Builds and operates Local Knowledge Base

46
Education Training programs
Re-education program
Workshop contest by group
July 1011 2003 Cheongpoong Resort, Chechun
47
Education Training programs
e-Information Forum
Panel Discussion The Role of Future Libraries
2005 KESLI e-Information forumApril 2729
2005 Daemyung Condominium Danyang
48
KESLIs Challenging Issues

• Negotiation Process
• Maintaining Buying Power
• Package Deal
• License Model Win-Win model?
• Matter of Size
• Evaluation and feed back
• Archiving
• Acceptance of content to KESLI
• Supplier Driven ? User Driven
• Not consolidated ? loosely federated

49
KESLIs Challenging Issues
A Matter of Package Deal usage concentration
Usage portion of 10 highly used journals by
publisher
against 299 members for 2004, 319 members for
2005
50
KESLIs Challenging Issues
A Matter of Package Deal non-use journals
Non-use journals portion by publisher
against 299 members for 2004, 319 members for
2005
51
KESLIs Future Directions

• Change of administrating strategy
• administrator driven ? member driven
• a simple buying club ? a marketplace creating new
  value
• Collaborations with existing library associations
• KESLI Information Center
• statistics, surveys, reporting data, claims, etc
• seminar, workshop
• accumulated data of terms and conditions
• Training and supporting negotiations expert
• Developing a Evaluation and Feed back system
• Funding related research project
• Developing community services
• Global cooperations and communications

52

• Thank you !