大陆图书馆联合采购国外电子资源的现状与问题.ppt

单击此处编辑母版标题样式,单击此处编辑母版文本样式,第二级,第三级,第四级,第五级,*,Cooperative Acquisition of Electronic Resources in Mainland China,大陆图书馆联合采购国外电子资源的现状与问题,Xiao Long,肖珑,lxiao,lib.,pku,.,edu,.,cn,China Academic Library and Information System,（CALIS，,中国高等教育文献保障系统）,Peking University Library（,北京大学图书馆）,2003年10月,，,北京,Outline,主要内容,An Overview,Cooperative model,Benefit analysis,Conclusions:current issues,资源引进概况,合作引进模式,引进效益分析,结语：存在问题,I.,An Overview,资源引进概况,History of cooperative acquisition,历时6年的引进数据库联合采购工作,Started in 1997,始于1997年,Science Online,“,科学在线”,I.,An Overview,资源引进概况,36,consortia for different databases,36,个集团,National library consortia,全国性集团,Academic library consortia,大学图书馆集团,Special library consortia,科学院图书馆集团,Regional library consortia,地区图书馆集团,Cooperated with 27 publishers/database vendors,与27家出版商/数据库商合作,ProQuest,EBSCO,Academic Press,China,InfoBank,IOP,John Wiley,Kluwer,Nature,RSC,ISI,Science,Gale,Ei,OCLC,CSA,IEEE,Elsevier,Springer,ACM,AIP,APS,Royal Society,Maney,I.,An Overview,资源引进概况,Total：112 databases,联合引进约112个数据库,Reference databases（abstracts and index）,参考数据库,SCI，SSCI，AHCI，,Ei,，INSPEC，CSA，OCLC,FirstSearch,，WOSP（ISTP+ISSHP），BIOSIS，PQDD,Full-text databases,全文数据库,ARL，PQDD,全文，,ABI，ASE，ASP，BSE，BSP，IEL，,I.,An Overview,资源引进概况,Factual databases,事实数据库,Genome Database,China,InfoBank,Gale Resource Center,JCR,E-journal,电子期刊,Science,Nature,Kluwer,Elsevier,IOP,RSC,Springer,John Wiley,IDEAL,AIP,APS,ACM,Maney,Royal Society,E-book,电子图书,NetLibrary,I.,An Overview,资源引进概况,Including:,资源数量：,112,databases,112,个数据库,12，000,full-text e-journals,12，000,种全文电子期刊,（,Peking University Library has more than 15,000 e-journals）,（,北大图书馆已有15，000多种电子期刊）,More than 1，000 e-books,1,000,多种电子图书,I.,An Overview,资源引进概况,Member libraries involved in:,参加成员馆,More than 600 libraries,600,多个图书馆,More than 500 academic libraries,500,多个高校图书馆,About 100 special libraries,近100个专业图书馆,About 10 public libraries,近10家公共图书馆,I.,An Overview,资源引进概况,I.,An Overview,资源引进概况,Consortium organizers,集团组织者,National Project,国家项目支持,CSDL（,国家科学数字图书馆）,NSTL（,国家科技图书文献中心）,CALIS（,中国高等教育文献保障系统）,I.,An Overview,资源引进概况,Consortium organizers,集团组织者,Regional Project,地方项目支持,Shanghai Education Network Library,上海高校网络图书馆,Shanghai Library,上海图书馆,Jiangsu,Academic Library and Information System,江苏高等教育文献保障系统,I.,An Overview,资源引进概况,Consortium organizers,CSDL（www.,csdl,.net.,cn,）,Chinese National Science Digital Library,国家科学数字图书馆,Under the leadership of Chinese Academy of Sciences,科学院系统,National Administrative Center:Library of Chinese Academy of Sciences,管理中心：中国科学院文献情报中心,I.,An Overview,资源引进概况,Consortium organizers,NSTL（www.,nstl,.,gov,.,cn,）,National Science and Technology Library,国家科技图书文献中心,A virtual information service center,一个虚拟的信息服务机构,Under the leadership of Ministry of Science and Technology,科技部系统,I.,An Overview,资源引进概况,Consortium organizers,CALIS（www.,calis,.,edu,.,cn,）,China Academic Library and Information System,中国高等教育文献保障系统,Public service system of national higher education“Project 211”,国家高等教育“211工程”两大公共服务体系之一,Under the leadership of Ministry of Education,教育部系统,Funding from the government,政府资金支持,I.,An Overview,资源引进概况,Consortium organizers,CALIS（www.,calis,.,edu,.,cn,）,About half of the academic libraries as CALIS members,半数以上的高校图书馆参加了,CALIS,的建设或使用,CALIS,的服务,National Administrative Center:Peking University,管理中心：北京大学,National Information Centers,Regional Centers and Members,全国中心，地区中心和成员馆,Potential cooperations and consortia:,其它还在商谈中、可能的合作和引进：,Database（,数据库）,LEXIS-NEXIS，DII，,E-journal（,电子期刊）,JSTOR，SWETS，Blackwell，ACS，,WorldSciNet,，,E-book（,电子图书）,Ebrary,，Safari，,I.,An Overview,资源引进概况,Outline,主要内容,An Overview,Cooperative model,Benefit analysis,Conclusions:current issues,资源引进概况,合作引进模式,引进效益分析,结语：存在问题,Consortium model:multi-consortium model,集团模式：多重模式,II.Cooperative model,合作引进模式,Price model：flexible,价格模式（采购模式）,Negotiating a total consortium price,按用户区域和用户类型，以数据库总价方式买断,National/CALIS/CSDL/Regional consortium price,国家/,CALIS/CSDL/,地区集团价格,Re-distribute the price within the consortium,集团内部再进行价格二次、三次分配,OCLC,FirstSearch,，BIOSIS Preview,EBSCO（ASP，BSP），Springer，China,InfoBank,Suitable for the medium/low cost and universal database,适用于中低价格、具有普遍利用性的数据库,II.Cooperative model,合作引进模式,Price model：flexible,价格模式（采购模式）,Negotiating a unit price/user，requiring discount based on the total number of the members,数据库单库定价，按参加集团的用户数量折扣采购,Average price/user:suitable for the medium/low cost database,平均价格:适用于中低价格的数据库,Tierring price/different user:suitable for the high cost database,分级价格:适用于价格较高的数据库,II.Cooperative model,合作引进模式,Resource sharing model（using model）,合作共享模式（使用模式）,One copy/each member:more copies,more discount,more collections,成员馆各自拥有一个复份，买的复份越多，价格越低，总体的拥有量也就越高；,II.Cooperative model,合作引进模式,Resource sharing model（using model）,合作共享模式（使用模式）,One e-copy/consortium:,成员馆共同拥有一份：每馆买一部分，合并使用,Based on e-version:,PQDD,全文，,NetLibrary,Based on print-version,基于纸本期刊的合作：各馆以自己现有的印刷型出版物做为合作的投入,II.Cooperative model,合作引进模式,Role of the consortium（organizers）,集团的作用,Evaluation and authentication,资源评估认证,Content,内容,Price and cost,价格与成本,Platform（software）,检索系统,Services,服务,Usage,使用,II.Cooperative model,合作引进模式,Role of the consortium（organizers）,集团的作用,Shaping the workflow,规范工作流程,Organizing the free trial,组织试用,Negotiation,谈判,Evaluating the resources,资源评估,Organizing the consortium,组团,Examining and approving the agreement,审核合同,Signing the agreement and making payments,组织付款,Improving services,training,usage report and re-evaluation,改善服务，加强培训，使用统计和再评估,Renewal,续订,II.,Cooperative model,合作引进模式,Role of the consortium（organizers）,集团的作用,Subsidizing the funds for:,补贴经费,Database,数据费,按数据库价格的一定比例补贴,补贴全部成员馆或部分成员馆,购买回溯数据,Hardware,硬件费,服务器,Software,系统平台费,本地,local loading,的系统开发,Document delivery,文献传递服务,II.Cooperative model,合作引进模式,Role of the consortium（organizers）,集团的作用,Organizing training program,组织培训,Organizing special working group,成立专门工作组,CALIS IRWG：composed of 10 top universities,CALIS,引进资源工作组,CALIS National Information Center in Science,Social Science and Humanities(Peking University Library),CALIS,文理中心,CALIS National Information Center in Engineering(Tsinghua University Library),CALIS,工程中心,II.Cooperative model,合作引进模式,Access mode,访问方式,Special line,专线,ISI，,ProQuest,，EBSCO，Gale，OCLC，John Wiley，IEEE，BIOSIS,Mirror site,本地镜像,Elsevier，CSA，,Ei,，Springer，Genome Database,Local loading,本地服务,Kluwer,，Nature，IOP，RSC,International internet,国际网,II.Cooperative model,合作引进模式,Outline主要内容,An Overview,Cooperative model,Benefit analysis,Conclusions:current issues,资源引进概况,合作引进模式,引进效益分析,结语：存在问题,III.Benefit analysis,引进效益分析,Library resources have been substantially expanded,for example:,资源有了大幅度的增长，例如：,Academic libraries in Mainland China,中国高校,Before 1997,only a small quantity of CD-Rom databases,1997,年之前，高校中只有少量光盘数据库；,2003,total 110 databases which have been imported cooperatively,2003,年，联合引进的数据库达到110个；,Library resources have been substantially expanded,for example:,资源有了大幅度的增长,Peking University Library,以北大为例：,1997,1,foreign language full-text e-journal,1997,年，外文全文电子期刊1种,2003,total more than 15,000 foreign language full-text e-journals,2003,年，外文全文电子期刊15，000多种,III.Benefit analysis,引进效益分析,Saving a large number of funds(more than 10 million RMB?),via:,为国家节约了大量资金,Lowering the price,降低价格,Improving service quality,提高服务质量,Optimizing the price model,优化采购方案,III.Benefit analysis,引进效益分析,Gradually,shaping the digital academic resource system,逐步形成数字学术资源体系,Completing the resource type,for example:,资源类型的完整性,Peking University Library,以北大为例：,Database:300,reference database 50%,source database,50%,300,个数据库，参考数据库和源数据库（全文、事实）各占50，中英文数据库各占60和40；,E-journal:22,000,电子期刊22，000种，中文期刊为三分之一；,E-book:100,000,电子图书近100，000种，基本为中文图书。,III.Benefit analysis,引进效益分析,Gradually,shaping the digital academic resource system,逐步形成数字学术资源体系,Building the resource integration system,developing:,资源整合体系的逐步形成,Navigation System,导航系统,Integration system based on metadata(raw data),基于元数据的整合,Union search based on different platform,基于不同系统平台的整合,Digital library platform based Current Content Database and Interlibrary Loan System,以期刊目次数据库为基础的数字图书馆平台的搭建：即查即得，即用即付,III.Benefit analysis,引进效益分析,Accelerating the development of medium/small libraries,for example:,带动了中小型图书馆的发展，例如：,CALIS：,1997，only 61 members,建设之初，只有61所“211”院校参加集团引进资源,2003，,about 500 members,including large number of medium/small libraries,2003,年，成员馆已经达到500余所,III.Benefit analysis,引进效益分析,Usage increases and cost decreases,使用量逐年提高，成本大幅度下降,A case of,CALIS National Information Center in Science,Social Science and Humanities(statistic of most databases),以全国文理中心引进的数据库为例（不完全统计）：,年度,指标,2000年,2002年,检索次数,searches,1,122,853,2,365,083,下载全文,Full-text downloaded,486,487,2,241,029,III.Benefit analysis,引进效益分析,Increase in usage and decrease in cost,使用量逐年提高，成本大幅度下降,Before 1999,acquiring articles via ILL and document delivery,1999,年之前，依靠文献传递服务：,Cost US$5.00/article,usually more than US$10.00,平均成本：5美金，通常10美金以上,2002,directly downloading articles from e-journal or full-text database:,2002,年，从全文数据库或电子期刊库中下载全文：,Cost US$1.00/article,平均成本 1美金,III.Benefit analysis,引进效益分析,Publishers/database vendors have gradually improved their service quality,数据库商的服务质量逐年提高,Resource integration,资源整合,Providing special line/mirror site,设立专线/镜像,Chinese office/representative,设立中国办公室/中国代表,Usage report according with the statistical measures of ICOLC,标准的统计报告,III.Benefit analysis,引进效益分析,Abundant resources foster the development of library services,and accordingly,services enhance the usage of the resources,带动服务的发展，服务促进了资源的使用,Integration:,整合：导航，统一检索,Information literacy:web training program,网络培训,Virtual reference,虚拟咨询,Document delivery,文献传递服务：,基于服务的共享,III.Benefit analysis,引进效益分析,Outline,主要内容,An Overview,Cooperative model,Benefit analysis,Conclusions:current issues,资源引进概况,合作引进模式引进效益分析,结语：存在问题,IV.Conclusions:current issues,结语：存在问题,Selection:,资源的选择,Package or by title?,按包采购还是按需采购？,Pricing model:All-you-can-eat or pay-by-the-drink?,Print plus or e-first?,印刷版为基础还是电子版？,Content overlapped?,资源重复打包？,IV.Conclusions:current issues,结语：存在问题,Property:license or permanent access?,所有权：租用还是永久拥有？,Archiving:local or remote?,存档：本地还是远程？有保障吗？,Legal issues and agreement,合同,Version:Chinese or English?,什么文本？,Whose law?,以谁的法律为准？,Abuse？,如何处理恶意下载？,IV.Conclusions:current issues,结语：存在问题,Consortium model,组团模式,National consortium,regional consortium or flexible consortium model?,全国性集团/地区性团？,Long-term consortium or annual consortium?,长年合同/年度合同？,Relation with importing agents?,与进出口公司的合作,Merging,of publishers,出版商的合并,Improvement of services,后续服务,Feedback?,反馈时间？,Usage report?,统计报告？,Stable server?,服务器？,Service hotline?,服务热线？,Training?,培训？,IV.Conclusions:current issues,结语：存在问题,Baker,A.IFLA Presentation:consortia Economic models for licensing.www.,nelinetnet,/conf/special/,ifla,/baker.,ppt,Kohl,David F.Future growth,future strength:the library-consortia partnership.www.,nelinetnet,/conf/special/,ifla,/kohl.,ppt,ICOLC.Statement of current perspective and preferred practices for the selection and purchase of electronic information:update no.1:new development in e-journal licensing.www.library.,yale,.,edu,/consortia/2001currentpractices.,htm,李晓明.关于引进国外电子文献资源的几个问题.,大学图书馆学报,，2003，21（4），,p.4042,Zhang,Xiaolin,.User-based requirements for electronic resources acquisition.Presentation at,Journal Publishing Conference.Beijing:Library of the Chinese Academy of Science,Sept.19,2003.,www.,eifl,.net,www.,calis,.,edu,.,cn,www.,csdl,.net.,cn,www.,nstl,.,gov,.,cn,References,Thank you!,谢谢！,