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Gale Symposium: Middle East
Partnering for Success
27 - 28 October 2015 Dubai, United Arab Emirates
Partners for success: A decade of cooperation
and still on fire
Houeida Kammourié-Charara
Chair, Lebanese Academic Library Consortium
InfoCommons Librarian, LAU
Gale Symposium: Middle East
Partnering for Success
Gale Symposium: Middle East
Partnering for Success2
Definition Of Consortium
Consortia OR Consortiums.
“Formal association of a number of organizations, usually in a
specific geographical area, with agreed goals and objectives.
Services covered can include collection development,
cataloguing, computer alliances, systems support, education
and training, interlibrary loans, library automation,
purchasing, etc.” Keenan, S., & Johnston, C. (2000).
Gale Symposium: Middle East
Partnering for Success
Consortia History
1960s: Creation of union catalogs
Library Consortia flourish.
1970s: Interlibrary loans, joint storage, etc.
1980s: Automation
Stagnation period.
1990s: Re-flourishing of Consortia for electronic resources.
2000s: Consortium of Consortia.
2010s: Emergence of mobile devices and applications such
as: Smart phones, e-book readers, iPads, and other
handheld devices.
 Re-negotiation of existing deals (Turner, 2014)
Gale Symposium: Middle East
Partnering for Success
LebaneseAcademicLibraryConsortium
LIDS
Gale Symposium: Middle East
Partnering for Success
LALC “raison d’être” and more
To cope with changes that took place in the university
environment in Lebanon.
To keep pace with users requests and expectations in academic
libraries, mainly in the e-resources field.
“To cooperate in the selection, pricing negotiations and access
methods of electronic resources in the best interest of the
library users in an economical way for the library” (LALC
mission).
In 2014 LALC started a new era ………….
Gale Symposium: Middle East
Partnering for Success
LALC story
in 2001 University of Balamand invited major academic
institutions in Lebanon to develop a library consortium of
electronic resources.
Three private institutions replied to the UOB invitation, namely
AUB, LAU and NDU (Board members). Jointly they formed
LALC, the first Arab and Lebanese formal Academic Library
Consortium.
LALC is the first Lebanese and Arab Library Consortium that
joined ICOLC.
6
Gale Symposium: Middle East
Partnering for Success
Gale Symposium: Middle East
Partnering for Success
Administrative Structure
• Each member library is represented by one librarian designated by the institution.
• The Consortium Coordinator is elected among LALC members for a period of three (3) years with
the possibility of renewal.
• Meetings are held on a rotation basis at the location of the member institutions.
• Budget planning, payments done on individual basis.
• Agreements before and after (?).
• No membership fees (?).
• Set procedures and guidelines for trialing, acquiring e-resources, & project proposals.
• In 2010 the Lebanese American University launched LALC website:
http:lalc.lau.edu.lb
LALC is a “buying club” for e-resources
Gale Symposium: Middle East
Partnering for Success
Attracting New Members?
Among 8 institutions approached since 2008, 4 are now LALCers:
Université Saint-Esprit de Kaslik (USEK)
Board Member since October 2015
Lebanese International University
Beirut Arab University
Lebanese University
Université Saint Joseph
Haigazian University
Antonine University, and
American University of Science and Technology
Gale Symposium: Middle East
Partnering for Success
 In 2002 a draft was prepared for LALC By-Laws.
 This draft had never been approved and was replaced by a Letter of
Agreement (LOA).
 In May 3rd 2004, a formal LOA was signed between LALC members in which
the parties agreed to establish a consortium under the name of "Lebanese
Academic Library Consortium – LALC”. After 2 years of active work, LALC
status was officially announced.
 The 2008 LOA included USJ and USEK in addition to the board members.
 The 2014 LOA included two additional members, namely BAU and HU, and
it is still on fire.
Letter of Agreement
Gale Symposium: Middle East
Partnering for Success
Since 2014…LALC new trend
New era began with the renegotiation of the Big deals
packages.
According to Turner (2014, p.38) “Consortia are
focusing on renegotiating existing deals to derive some
savings to balance their shrinking budgets”.
Same for LALC
Gale Symposium: Middle East
Partnering for Success
Trigger
Gale Symposium: Middle East
Partnering for Success
Change of Management
Against sharing and helping
smaller institutions
Openness and renegotiation of
Big Deals packages
Old Management style
New Management style
Gale Symposium: Middle East
Partnering for Success
How it started?
Gale Symposium: Middle East
Partnering for Success
Trends in e-resources world
 Stabilized Acquisitions
 Renewing existing products
 Renegotiating licenses
 TRENDY LALC is “renegotiating Big Deals e-
journal packages that often involve multiyear
licenses with escalating cost commitments”
(Turner, 2014, p. 38).
Gale Symposium: Middle East
Partnering for Success
Pricing
Charging a flat rate to the consortium, then LALC divides
the cost among its members.
Vendor determines what each participating library will pay
on the basis of use, full-time equivalent enrollment, etc.
(Turner, 2014, p. 42).
Gale Symposium: Middle East
Partnering for Success
Licensing
 Who is signing the licenses?
 LALC Legal entity
 Licensing electronic resources through other
consortia?
 Subscription agents negotiate licenses on behalf
of LALC members?
Gale Symposium: Middle East
Partnering for Success
Invoicing
Vendors usually send invoices directly to the participating LALC
libraries for payment.
Agent pays vendor invoices and then charges back LALC
participating libraries.
For members also members of AMICAL, invoicing is
done via the consortium (Legal entity)
Gale Symposium: Middle East
Partnering for Success
Consortia Barriers
 Cost of participating in consortia
 Loss of local autonomy over collection decisions
 “Healthy” Competition between higher education
institutions
 Developing equitable cost-sharing structures
 Library staff spend more time than they do when
dealing directly with a publisher or vendor (Turner,
2014, p. 38).
 More than one consortium
Gale Symposium: Middle East
Partnering for Success
Advantages
 Break the taboo of “untouchable prices”
 Negotiate from a position of strength
 More discounts
 Waive or stabilize price increases
 Provide access to more content with less monies
 Bargain better license terms
Gale Symposium: Middle East
Partnering for Success
Current Challenges
 Balanced contribution: Small vs Big consortium members (in terms
of budget NOT FTE).
 Sustainable commitment to collaborative e-resource acquisitions
 Potential Solution: Creating a Nonmember libraries status for
libraries willing to participate in an e-resource product deal,
where they pay a fee for the service in addition to the shared
cost of the product (Turner, 2014, p. 41).
Gale Symposium: Middle East
Partnering for Success
Future Challenges
 Sustainability AGAIN
 e-book marketplace
Gale Symposium: Middle East
Partnering for Success
Not available in my Institution
Gale Symposium: Middle East
Partnering for Success
Lebanese ILL/DD Services: LIDS
The idea of having an ILL/DDS service was first
conceived by LALC in 2004, but didn’t succeed due
to internal private reasons.
In October 1, 2007 The Lebanese ILL/DD Services
(LIDS) was born and ILL/DDS policies and
procedures were drafted.
The main goal of LIDS is to initiate processes &
services to expand resource sharing, and to produce
a union list of journal holdings of member
institutions
Gale Symposium: Middle East
Partnering for Success
ILL/DDS at LAU
2007 LIDS: Lebanon-Requests via form among 10 institutions.
2008 WorldShare: Int’l- All countries members in OCLC
2008 AMICAL: France-Requests via emails among 25 members
3 active members only (non members of OCLC)
2014 SUBITO: Germany (not via a consortium)
Gale Symposium: Middle East
Partnering for Success
LAU ILL/DDS Usage Stats 2008-2015
LIDS AMICAL OCLC SUBITO
Year Lending Borrowing Lending Borrowing Lending Borrowing Lending Borrowing
2007- 2008 66 15 0 1 29 164 0 0
2008 - 2009 56 0 1 0 77 356 0 0
2009- 2010 97 0 1 0 95 206 0 0
2010 - 2011 118 0 0 0 235 831 0 0
2011 - 2012 98 84 0 0 325 1040 0 0
2012 - 2013 229 133 6 0 455 917 0 0
2013 - 2014 163 208 18 0 702 907 0 0
2014 - 2015 245 225 1 17 664 780 0 22
Gale Symposium: Middle East
Partnering for Success
Can we bypass ILL/DDS? #icanhazpdf
Gale Symposium: Middle East
Partnering for Success
AUB BAU ESCWA HU LAU MEU NDU UOB USJ USEK
Banque du Liban
ex-Officio
Gale Symposium: Middle East
Partnering for Success
What are other institutions doing?
Gale Symposium: Middle East
Partnering for Success
Can we do more?
Gale Symposium: Middle East
Partnering for Success
Lebanese Library Consortium
LeLC
E-
resources
Chapter
Cooperative
cataloging
Chapter
Info. Lit
Chapter
ILL/DDS
Chapter
Marketing &
Social Media
Chapter
Gale Symposium: Middle East
Partnering for Success
ONE CONCLUSION
Together we are stronger
Gale Symposium: Middle East
Partnering for Success
References
Al-Chidiac, Randa.” The challenging & daring experiment: LALC.” eIFL Workshop, LAU, Beirut, March 2006.
Gardner, C., & Gardner, G. (2015, March). Bypassing Interlibrary Loan Via Twitter: An Exploration of #icanhazpdf Requests.,
2015 . Paper presented at ACRL 2015, Portland, Oregon. Retrieved from
http://www.ala.org/acrl/sites/ala.org.acrl/files/content/conferences/confsandpreconfs/2015/Gardner.pdf
Kammourié-Charara, Houeida. "Academic library consortia with examples from the Arab World.“ MELCOM 25th Conference,
Beirut. May 2003.
Kammourié-Charara, Houeida. “ LALC: One more time. Special Library Association, Arabian Gulf Chapter: Pre-conference
workshop, Doha. 2008.
Kammourié-Charara, Houeida. "The Role of Consortia in Academic Libraries: A Case Study of the Lebanese Academic Library
Consortium (LALC)." Diss. U of Wales, 2003.
Keenan, S., & Johnston, C. (2000). Concise dictionary of library and information science. (2nd ed.). London: Bowker-Saur.
Kopp, J. J. (1998). Library consortia and information technology: The past, the present, the promise. Information Technology
and Libraries, 17(1), 7-12. Retrieved from http://search.proquest.com/docview/215831831?accountid=27870
Gale Symposium: Middle East
Partnering for Success
References
Lebanese Academic Library Consortium (2004). Annual Report, 2003-2004.
Lebanese Academic Library Consortium (2008). Annual Report, 2005-2006 & 2006-2007.
Lebanese Academic Library Consortium (2012). Annual Report, 2009-2010, 2010-2011 & 2011-2012.
Reason, B. N., & Darko-Ampem, K. (2002). Developments in academic library consortia from the 1960s through to 2000: A
review of the literature. Library Management, 23(4), 203-212. Retrieved from
http://search.proquest.com/docview/198829939?accountid=27870
Turner, C. N. (2014). E-resource acquisitions in academic library consortia. Library Resources & Technical Services, 58(1), 33-
48. Retrieved from http://search.proquest.com/docview/1541487993?accountid=27870
Websites:
AMICAL http://www.amicalnet.org/
LALC http://lalc.lau.edu.lb/
International Coalition of Library Consortia (ICOLC) http://www.library.yale.edu/consortia/
OCLC http://www.oclc.org/default.htm
Gale Symposium: Middle East
Partnering for Success
Thank YouE-mail houeida.Charara@lau.edu.lb

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Partners for success: A decade of cooperation and still on fire

  • 1. Gale Symposium: Middle East Partnering for Success 27 - 28 October 2015 Dubai, United Arab Emirates Partners for success: A decade of cooperation and still on fire Houeida Kammourié-Charara Chair, Lebanese Academic Library Consortium InfoCommons Librarian, LAU Gale Symposium: Middle East Partnering for Success
  • 2. Gale Symposium: Middle East Partnering for Success2 Definition Of Consortium Consortia OR Consortiums. “Formal association of a number of organizations, usually in a specific geographical area, with agreed goals and objectives. Services covered can include collection development, cataloguing, computer alliances, systems support, education and training, interlibrary loans, library automation, purchasing, etc.” Keenan, S., & Johnston, C. (2000).
  • 3. Gale Symposium: Middle East Partnering for Success Consortia History 1960s: Creation of union catalogs Library Consortia flourish. 1970s: Interlibrary loans, joint storage, etc. 1980s: Automation Stagnation period. 1990s: Re-flourishing of Consortia for electronic resources. 2000s: Consortium of Consortia. 2010s: Emergence of mobile devices and applications such as: Smart phones, e-book readers, iPads, and other handheld devices.  Re-negotiation of existing deals (Turner, 2014)
  • 4. Gale Symposium: Middle East Partnering for Success LebaneseAcademicLibraryConsortium LIDS
  • 5. Gale Symposium: Middle East Partnering for Success LALC “raison d’être” and more To cope with changes that took place in the university environment in Lebanon. To keep pace with users requests and expectations in academic libraries, mainly in the e-resources field. “To cooperate in the selection, pricing negotiations and access methods of electronic resources in the best interest of the library users in an economical way for the library” (LALC mission). In 2014 LALC started a new era ………….
  • 6. Gale Symposium: Middle East Partnering for Success LALC story in 2001 University of Balamand invited major academic institutions in Lebanon to develop a library consortium of electronic resources. Three private institutions replied to the UOB invitation, namely AUB, LAU and NDU (Board members). Jointly they formed LALC, the first Arab and Lebanese formal Academic Library Consortium. LALC is the first Lebanese and Arab Library Consortium that joined ICOLC. 6
  • 7. Gale Symposium: Middle East Partnering for Success
  • 8. Gale Symposium: Middle East Partnering for Success Administrative Structure • Each member library is represented by one librarian designated by the institution. • The Consortium Coordinator is elected among LALC members for a period of three (3) years with the possibility of renewal. • Meetings are held on a rotation basis at the location of the member institutions. • Budget planning, payments done on individual basis. • Agreements before and after (?). • No membership fees (?). • Set procedures and guidelines for trialing, acquiring e-resources, & project proposals. • In 2010 the Lebanese American University launched LALC website: http:lalc.lau.edu.lb LALC is a “buying club” for e-resources
  • 9. Gale Symposium: Middle East Partnering for Success Attracting New Members? Among 8 institutions approached since 2008, 4 are now LALCers: Université Saint-Esprit de Kaslik (USEK) Board Member since October 2015 Lebanese International University Beirut Arab University Lebanese University Université Saint Joseph Haigazian University Antonine University, and American University of Science and Technology
  • 10. Gale Symposium: Middle East Partnering for Success  In 2002 a draft was prepared for LALC By-Laws.  This draft had never been approved and was replaced by a Letter of Agreement (LOA).  In May 3rd 2004, a formal LOA was signed between LALC members in which the parties agreed to establish a consortium under the name of "Lebanese Academic Library Consortium – LALC”. After 2 years of active work, LALC status was officially announced.  The 2008 LOA included USJ and USEK in addition to the board members.  The 2014 LOA included two additional members, namely BAU and HU, and it is still on fire. Letter of Agreement
  • 11. Gale Symposium: Middle East Partnering for Success Since 2014…LALC new trend New era began with the renegotiation of the Big deals packages. According to Turner (2014, p.38) “Consortia are focusing on renegotiating existing deals to derive some savings to balance their shrinking budgets”. Same for LALC
  • 12. Gale Symposium: Middle East Partnering for Success Trigger
  • 13. Gale Symposium: Middle East Partnering for Success Change of Management Against sharing and helping smaller institutions Openness and renegotiation of Big Deals packages Old Management style New Management style
  • 14. Gale Symposium: Middle East Partnering for Success How it started?
  • 15. Gale Symposium: Middle East Partnering for Success Trends in e-resources world  Stabilized Acquisitions  Renewing existing products  Renegotiating licenses  TRENDY LALC is “renegotiating Big Deals e- journal packages that often involve multiyear licenses with escalating cost commitments” (Turner, 2014, p. 38).
  • 16. Gale Symposium: Middle East Partnering for Success Pricing Charging a flat rate to the consortium, then LALC divides the cost among its members. Vendor determines what each participating library will pay on the basis of use, full-time equivalent enrollment, etc. (Turner, 2014, p. 42).
  • 17. Gale Symposium: Middle East Partnering for Success Licensing  Who is signing the licenses?  LALC Legal entity  Licensing electronic resources through other consortia?  Subscription agents negotiate licenses on behalf of LALC members?
  • 18. Gale Symposium: Middle East Partnering for Success Invoicing Vendors usually send invoices directly to the participating LALC libraries for payment. Agent pays vendor invoices and then charges back LALC participating libraries. For members also members of AMICAL, invoicing is done via the consortium (Legal entity)
  • 19. Gale Symposium: Middle East Partnering for Success Consortia Barriers  Cost of participating in consortia  Loss of local autonomy over collection decisions  “Healthy” Competition between higher education institutions  Developing equitable cost-sharing structures  Library staff spend more time than they do when dealing directly with a publisher or vendor (Turner, 2014, p. 38).  More than one consortium
  • 20. Gale Symposium: Middle East Partnering for Success Advantages  Break the taboo of “untouchable prices”  Negotiate from a position of strength  More discounts  Waive or stabilize price increases  Provide access to more content with less monies  Bargain better license terms
  • 21. Gale Symposium: Middle East Partnering for Success Current Challenges  Balanced contribution: Small vs Big consortium members (in terms of budget NOT FTE).  Sustainable commitment to collaborative e-resource acquisitions  Potential Solution: Creating a Nonmember libraries status for libraries willing to participate in an e-resource product deal, where they pay a fee for the service in addition to the shared cost of the product (Turner, 2014, p. 41).
  • 22. Gale Symposium: Middle East Partnering for Success Future Challenges  Sustainability AGAIN  e-book marketplace
  • 23. Gale Symposium: Middle East Partnering for Success Not available in my Institution
  • 24. Gale Symposium: Middle East Partnering for Success Lebanese ILL/DD Services: LIDS The idea of having an ILL/DDS service was first conceived by LALC in 2004, but didn’t succeed due to internal private reasons. In October 1, 2007 The Lebanese ILL/DD Services (LIDS) was born and ILL/DDS policies and procedures were drafted. The main goal of LIDS is to initiate processes & services to expand resource sharing, and to produce a union list of journal holdings of member institutions
  • 25. Gale Symposium: Middle East Partnering for Success ILL/DDS at LAU 2007 LIDS: Lebanon-Requests via form among 10 institutions. 2008 WorldShare: Int’l- All countries members in OCLC 2008 AMICAL: France-Requests via emails among 25 members 3 active members only (non members of OCLC) 2014 SUBITO: Germany (not via a consortium)
  • 26. Gale Symposium: Middle East Partnering for Success LAU ILL/DDS Usage Stats 2008-2015 LIDS AMICAL OCLC SUBITO Year Lending Borrowing Lending Borrowing Lending Borrowing Lending Borrowing 2007- 2008 66 15 0 1 29 164 0 0 2008 - 2009 56 0 1 0 77 356 0 0 2009- 2010 97 0 1 0 95 206 0 0 2010 - 2011 118 0 0 0 235 831 0 0 2011 - 2012 98 84 0 0 325 1040 0 0 2012 - 2013 229 133 6 0 455 917 0 0 2013 - 2014 163 208 18 0 702 907 0 0 2014 - 2015 245 225 1 17 664 780 0 22
  • 27. Gale Symposium: Middle East Partnering for Success Can we bypass ILL/DDS? #icanhazpdf
  • 28. Gale Symposium: Middle East Partnering for Success AUB BAU ESCWA HU LAU MEU NDU UOB USJ USEK Banque du Liban ex-Officio
  • 29. Gale Symposium: Middle East Partnering for Success What are other institutions doing?
  • 30. Gale Symposium: Middle East Partnering for Success Can we do more?
  • 31. Gale Symposium: Middle East Partnering for Success Lebanese Library Consortium LeLC E- resources Chapter Cooperative cataloging Chapter Info. Lit Chapter ILL/DDS Chapter Marketing & Social Media Chapter
  • 32. Gale Symposium: Middle East Partnering for Success ONE CONCLUSION Together we are stronger
  • 33. Gale Symposium: Middle East Partnering for Success References Al-Chidiac, Randa.” The challenging & daring experiment: LALC.” eIFL Workshop, LAU, Beirut, March 2006. Gardner, C., & Gardner, G. (2015, March). Bypassing Interlibrary Loan Via Twitter: An Exploration of #icanhazpdf Requests., 2015 . Paper presented at ACRL 2015, Portland, Oregon. Retrieved from http://www.ala.org/acrl/sites/ala.org.acrl/files/content/conferences/confsandpreconfs/2015/Gardner.pdf Kammourié-Charara, Houeida. "Academic library consortia with examples from the Arab World.“ MELCOM 25th Conference, Beirut. May 2003. Kammourié-Charara, Houeida. “ LALC: One more time. Special Library Association, Arabian Gulf Chapter: Pre-conference workshop, Doha. 2008. Kammourié-Charara, Houeida. "The Role of Consortia in Academic Libraries: A Case Study of the Lebanese Academic Library Consortium (LALC)." Diss. U of Wales, 2003. Keenan, S., & Johnston, C. (2000). Concise dictionary of library and information science. (2nd ed.). London: Bowker-Saur. Kopp, J. J. (1998). Library consortia and information technology: The past, the present, the promise. Information Technology and Libraries, 17(1), 7-12. Retrieved from http://search.proquest.com/docview/215831831?accountid=27870
  • 34. Gale Symposium: Middle East Partnering for Success References Lebanese Academic Library Consortium (2004). Annual Report, 2003-2004. Lebanese Academic Library Consortium (2008). Annual Report, 2005-2006 & 2006-2007. Lebanese Academic Library Consortium (2012). Annual Report, 2009-2010, 2010-2011 & 2011-2012. Reason, B. N., & Darko-Ampem, K. (2002). Developments in academic library consortia from the 1960s through to 2000: A review of the literature. Library Management, 23(4), 203-212. Retrieved from http://search.proquest.com/docview/198829939?accountid=27870 Turner, C. N. (2014). E-resource acquisitions in academic library consortia. Library Resources & Technical Services, 58(1), 33- 48. Retrieved from http://search.proquest.com/docview/1541487993?accountid=27870 Websites: AMICAL http://www.amicalnet.org/ LALC http://lalc.lau.edu.lb/ International Coalition of Library Consortia (ICOLC) http://www.library.yale.edu/consortia/ OCLC http://www.oclc.org/default.htm
  • 35. Gale Symposium: Middle East Partnering for Success Thank YouE-mail houeida.Charara@lau.edu.lb