serials resource management for the 21 st century: an introduction

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Serials Resource Management for the 21 st Century: An Introduction. The role of the intermediary. Agenda. What do subscription agents do? The players Choosing an agent Services to libraries and publishers Consortia Online services Consolidation The future. - PowerPoint PPT Presentation

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Serials Resource Management for the 21st Century:An Introduction

The role of the intermediary

The role of the intermediary

National Library of Scotland Prenax March 2006

What do subscription agents do?

The players

Choosing an agent

Services to libraries and publishers

Consortia

Online services

Consolidation

The future

Agenda

The role of the intermediary

National Library of Scotland Prenax March 2006

What do subscription agents do?

Single point of contact:

Acquisition

Budgeting

Managing (e.g. Claiming, link resolution etc.)

Reporting

Invoicing

Access

Negotiation

The role of the intermediary

National Library of Scotland Prenax March 2006

Li b

rari

ans,

i nte

rna l

cl ie

nts

, re s

ea r

c her

s

Academic Libraries

Public, health, government libraries

Corporate BIS Depts.

Consortia

Subscription agent

Online services

Email

Printed instruction

Fax / Phone

Domestic Publishers

International Publishers

Govt.publishing

Learned societies

Book / newspaper suppliers

Aggregators

The role of the intermediary

National Library of Scotland Prenax March 2006

The players (alphabetically!)

International agents

EBSCO

Harrasowitz

Prenax

Swets

Country-specific agents

Basch, Wolpers, WT Cox (USA)

Kinokuniya, Maruzen, USACO (Japan)

DA Subscriptions (Australia)

The role of the intermediary

National Library of Scotland Prenax March 2006

Choosing an agent

Eggs and baskets

Tenders

Pricing of services

Service level agreements

Implementation

Negotiation with publishers

The role of the intermediary

National Library of Scotland Prenax March 2006

Services to Libraries

Single point of contact

Up-to-date database

Current pricing and product information

Online purchasing and management

Publisher relationships

Invoicing

The role of the intermediary

National Library of Scotland Prenax March 2006

Services to Libraries … continued

Claiming

Consolidation (print only)

Renewals

Electronic content acquisition, access and management

Cost cutting

Management reporting

The role of the intermediary

National Library of Scotland Prenax March 2006

The role of the intermediary

National Library of Scotland Prenax March 2006

Services to Publishers

Centralised ordering

Consolidated claiming

Outsourced customer service

Management information and marketing

Invoicing, currency exchange and credit control

Renewals

Managed negotiations

The role of the intermediary

National Library of Scotland Prenax March 2006

Consortia

Buying power

Management resources

Licence negotiation and implementation

Legal frameworks

Control over service levels

Influence post-negotiation

The role of the intermediary

National Library of Scotland Prenax March 2006

Online services

Acquisition

Access

Implementation

Management

Expert advice

The role of the intermediary

National Library of Scotland Prenax March 2006

Acquisition

Need assessment

Standardised terms

Negotiation

Evaluation / trials

Instant access

The role of the intermediary

National Library of Scotland Prenax March 2006

Access

Agents’ Gateways

Stand-alone access portals

Link resolvers

Bespoke LMSs

E-procurement platform compatibility

The role of the intermediary

National Library of Scotland Prenax March 2006

Management

Subscriber information storage (IP addresses, access rights, etc.)

Claims for access problems

Renewal management

Change of circumstances (use, budget cuts (or increases!))

Usage statistics

Management information

The role of the intermediary

National Library of Scotland Prenax March 2006

Implementation

Questions to ask:

quality and experience of the team

demonstration of understanding

agreement of project plan

deadlines (and penalties)

to trial or not to trial …

The role of the intermediary

National Library of Scotland Prenax March 2006

Consolidation

Ordering and check-in

Online reports of received and despatched issues

Automatic claiming

Labelling, tagging and routing lists

Bundling and shipping

The role of the intermediary

National Library of Scotland Prenax March 2006

The role of the intermediary

National Library of Scotland Prenax March 2006

The role of the intermediary

National Library of Scotland Prenax March 2006

The future for agents

“Open access has lost its momentum”Bobby Pickering, IWR

“Big deals will bypass agents”Senior librarian at major British university

“The margins will disappear to nothing”Anonymous subscription agent

Serials Resource Management for the 21st Century:An Introduction

The role of the intermediary

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