UKSG — Serials Resource Management 19 Oct 04

UKSG - Serials Resource Management 19 Oct 04, Glasgow Lesley Thomas Corporate Sales Manager Swets Information Services

Agenda – The agents – What the agent does – Services to publishers – Services to libraries – Buying, managing and accessing online – Consortia and multi-site management – New roles and changing relationships – Summary UKSG – How we are financed

The Agents Swets Information Services (Everetts) EBSCO Harrasowitz New players: Prenax, Infocandy Deal with all library markets worldwide, Academic, Health, Government & Corporate UKSG (divine)

What does an Agent do? UKSG

What does an agent do? Publisher Publisher AGENT Library Library UKSG Publisher

Services to publishers UKSG – Financial risk management – Help cash flow – Administrative management – “Many to one” – EDI – Marketing/visibility – Agents can enable publishers enhance their position in the market

Services to publishers UKSG – Management Information – Renewal Status Report, Online Conversion Rates – Participation in online Gateway services – E. g. Swets. Wise online content – Market Information – E. g. Swets E-Journal Survey, Price Increase Report – Consortia / Multi Site Services

Services to Librarians - Print One Client Service contact Language and Industry specialists One Renewal Invoice Simplified ordering and payment Consolidation service Management reports (Holdings lists, quotations) Consortia Negotiation Buy, access and manage UKSG – – – –

New services to libraries and companies without libraries – Buying online – Swets. Wise subscriptions UKSG

Buying online – Swets. Wise Subscriptions UKSG

Managing online UKSG

Underlying principles Desk top ordering Budget control Approval process Duplicaton Maverick spend Credit card payment E-procurement linking Online reporting Searchable catalogue UKSG – – – – –

Services to Librarians - Electronic – Provide Library with a report of all e-journals – Assist you with your planning and decision making – Pricing and information UKSG

Order, renew, upgrade, cancellation, Claim – Submit orders & Upgrades to publishers – IP numbers, licence agreements, publishers references, password requests, upgrades of subscriptions within 24 hours – Automated free with print set up – Set up via aggregator service or direct with the publishers – Claim UKSG – Subscription information retained after cancellation for future e-access claims

Maintaining control of your Electronic journal subscriptions – Aggregator Services (Swetswise Online Content, EBSCO Host) – A-Z Services (TD Net, Serials Solutions) – Customers own service UKSG – Open URL systems (SFX)

Swets. Wise Online Content – A-Z list – advanced search functionality – Search across more than 2. 5 million full text articles UKSG

Underlying Principles – Depth of content – Ease of access – IP, username and password, Athens single sign on – Total management UKSG

Consortia and Multi-site Management New and complex challenges in E-world – – E-journals are more frequently offered in packages Prices are negotiated More organizations bundle to get better deals Access to these different packages UKSG

Consortia & Multi-site Management – – A dedicated, specialist team Services for consortia and multi-sited organizations About e-deals Operates according to your aims and objectives UKSG

How is the agent financed? Service Commission £’s Agent Library Service charge £’s Large Volume (S > $1, 000, 000) Small Margin (single %’s or fixed fee) UKSG Publisher Service

New roles and changing relationships UKSG -Publishers dealing direct -Often partner and competitor -Decisions made outside the library, new contacts – IT Purchasing department -Consortia Purchasing – agent as negotiator -Increase in use of outsourced services -Budget restraints – increase use of consolidation -End users - Amazon for journals? -Pay per view -Decreased margins -New players -Increased expectation from customers and publishers

The Role of the Subscription Agent UKSG – Summary – The key intermediary between publishers and subscribers – Single point of contact – Provide services that offer both administrative and financial benefit – Industry expertise in an environment of rapid change