icolc 2003 september 16 th, 2003 san diego, california alan j. hess coo, swets blackwell, north...

ICOLC 2003September 16th, 2003

San Diego, California

Alan J. HessCOO, Swets Blackwell, North America

Zsolt SilbererManager, Group Purchasing Solutions

- 2 -© Swets Blackwell 2003

An International Company

The NetherlandsLisse

MexicoMéxico City

Australia Melbourne

NorwayOslo

Belgium Sint-Niklaas

RussiaMoscow

BrazilSão Paulo

SingaporeSingapore

CanadaOttawa

South AfricaCenturion

ChinaBeijing

South KoreaSeoul

DenmarkKøbenhavn

SpainBarcelona

FranceTrappes

SwedenSolna

GermanyFrankfurt am MainBerlin

TaiwanTaipei

ItalyMilano

UKAbingdon

JapanTokyo

USAExtonRunnemede

Over 1,200 global staff members Offices in 23 countries on six continents Communicating in 25 languages Local presence on a global scale


About Swets Blackwell

Swets Blackwell is a wholly owned subsidiary of Royal Swets & Zeitlinger, B.V. In 2002 we had:

- Revenues of €1.14 billion

- Services in over 140+ countries and with 11,000+ customers

- Processed 2.1 million subscriptions

- A catalog with over 250,000 journals, newspapers and magazines

ISO 9001 quality accreditation for the 3rd year running – the only subscription agent with this status in the world

Royal Swets & Zeitlinger

Royal Swets & Zeitlinger

Swets BlackwellSwets Blackwell

S & Z PublishingS & Z Publishing

Swets FarringtonSwets Farrington

ExtenzaExtenza

Swets BacksetsSwets Backsets

Swets Test InternationalSwets Test

International


Our Perspective on the Market

1. Economic Factors Funding crisis with significant

reductions in budgets Increased pressure to cut costs but

maintain service levels

2. Market Pressures Consolidation of publishers place

emphasis on:- Going direct

- Bundling

Small and society publishers have difficulty servicing consortia models

Outsourcing of administrative services and functions not core to the library can realize cost savings.

Value proposition to publishers as an intermediary.

Working through an intermediary that has the marketing, sales and support functions are essential for small publishers.


Our Perspective on the Market cont’d…

3. Access Needs Greater access to electronic journals

demands:- Set-up- Maintenance- Licenses- Reporting

4. Standardization Nature of ejournal access lacks

standards and consistency. Nature of consortia agreements are

still mixed Roughly one third of journals are

online, but pricing is still tied to the print price and lack of clear model

A single gateway helps to alleviate the complexity of interfaces and access points to electronic content.

Co-operation amongst publishers, agents and consortia can help bring about greater standardization

License bank


Swets Blackwell Strategy

CustomerSatisfactio

n

CustomerSatisfactio

n

FinancialStability

FinancialStability

Market LeadingServices

Market LeadingServices

Effective Use ofTechnology

Effective Use ofTechnology

Strategic PublisherRelations

Strategic PublisherRelations


Swets Blackwell is about Service & Process Improvement

Market Leading Services Global customer service centers Dedicated customer service account managers Academic and Corporate Customer Advisory Boards PACE Project for Process Improvement

Process re-engineering across operations and customer services Continuous training

Financial stability Solid Dun & Bradstreet Rating

Rated “4A” – highest rating possible at level of revenue Financial Strength = 4th of 754 companies in sector

Variety of financial guarantees for customers Continuity and experience of senior management


Swets Blackwell is about Service & Process Improvement

Strategic Publisher Relations Co-location with global centers of publishing Quality focused Key Performance Indicators Partnering to deliver services identified by our customers

Effective Use of Technology Online management through our web-based tools Ongoing SwetsWise development with 3 releases in 2003 Emphasis on customer service training PACE:

Implementation of enhanced systems tools to support new processes


Swets Blackwell Services

SubscriptionManagement

eJournal’sManagement

eJournal’sManagement

Web-basedSubscriptionManagement

Web-basedSubscriptionManagement

Single SourceOrdering &

Consolidation

Single SourceOrdering &

Consolidation

E-LicenseManagement

E-LicenseManagement

E-LicenseBrokeringE-LicenseBrokering

eJournal’sAccess

eJournal’sAccess

SwetsWise / DSC

FastPlus

ConsortiaServices

SwetsWise is the pre-eminent platform for access to : E-journals Administration / Ordering Budgeting / Invoicing

Providing a single point of contact for order, customer service, administration and consortia administration.


Consortial Current and Past Initiatives

Single Source Ordering & Consolidation USA: OHIOLink UK: National Electronic Site License Initiative for UK Higher Education (NESLI)

Electronic Journals Management (SwetsWise) CGIAR - Consultative Group on International Agricultural Research Iceland: National access to electronic journals

E-License Brokering & Management Belgium: Vlaams Overlegorgaan inzake Wetenschappelijk Bibliotheekwerk (VOWB) Belgium: Bibliothèque interuniversitaire de la Communauté française de Belgique,

a.s.b.l. (BICfB) & Conseil Interuniversitaire de la Communauté française de Belgique (CIUF)

CGIAR - Consultative Group on International Agricultural Research Greece: Hellenic Academic Libraries Link (HEAL Link) Iceland: National access to electronic journals Korea: Korean Electronic Site License Initiative (KESLI) Sweden: The SFCC National Hospital Consortium

Administer Specific Agreements with Publishers UK: RESCOLINC - UK Research Councils Turkey: The Consortium of Anatolian University Libraries (ANKOS)


Swets Blackwell Selected as OHIOLink Vendor

Broad agreement for Swets Blackwell services to include:- Consortium-wide handle charge

- Single consortial license with specific abridged member agreements

- Dedicated customer service agents

- Consortial listserv

Uniquely defines a consortium-wide Service Level Agreement for quality of service

Partnership to explore additional consortial services Availability of online information for invoices and payment status Quarterly service review meeting


Consortial Models

•

Ad Hoc / Loosely ConfederatedAd Hoc / Loosely Confederated1

Narrow ScopeNarrow Scope2

Broad ScopeBroad Scope

3

• Exploring consortial method as a means for cost savings

• Usually a single lead individual or organization

• There is no committee or formal infrastructure

• Informal organization of members derived out of a single objective

Objectives:• Cost savings• Information sharing

Examples:• MHSLA,• Intermountain HealthCare• Oxfordshire bioscience

network

• Established group with previous buying experience

• Formal infrastructure• Some gov’t or member

funding• Staff are seconded from

member organisations or very small

Objectives:• Reduce Costs through

consortial purchasing• Provide greater access

Examples:• NERL, AZHIN, NELLCO• CNSLP• FAK, SUPC

• Strong infrastructure (systems)

• Staffing for administration• Sourcing / Brokering• Gov’t and/or member funded

Objectives:• Greater efficiencies• Access with lower costs

Examples:• OCUL, OHIOLink, CARL• Palinet, Solinet Nelinet• HEALink, JISC,


Consortial Service Components

Collection assessment

Prioritization

Budgeting

Technical assessment

License development

Agree on must-haves

Type of access & deal

List of key publishers

Reporting

Enable access

Maintain e-deals

Co-ordinate ordering

Aggregate e-payments

Renew and review

Customize to needs

Gateway to ejournals

Desktop access

User admin & reporting

BrokeringBrokering

PlanningPlanning AdministrationAdministration

InvoicingInvoicingSwetsWiseSwetsWise


Examples of Consortia Service Uses?

Ad Hoc /Loosely

Confederated

PlanningPlanning BrokeringBrokering AdministrationAdministration

• Evaluating the available journals

• Evaluating costs of acquisition

InvoicingInvoicing

NarrowScope

BroadScope

• Negotiate deals with publishers

• Assist with license development

• Maintain a license bank and renew ejournals

• Negotiate special deals

• Administer licenses• Enable access• Manage access

through gateway

• Individual member invoices and line item billing

• Enable access• Manage access

through gateway

• Manage line-item invoices for members

• Consolidated billing and payment

• Consulting on technical solutions for e-access for members

• Maintain a license bank and renew ejournals

• Administer licenses• Manage access

through gateway• Provide commun-

ication tools

• Individual member invoices and line item billing

• Consolidated reporting

• Consulting on budgeting for renewals and member union list


The ALPSP Learned Journals Collection


Swets Blackwell and ALPSP

Feb/Apr 2002 Round table discussions with publishers

Jul 2002 ALPSP Consortia Selling Initiative

Mar 2003 ALPSP opened tender and Swets Blackwell submitted proposal

Apr 2003 Swets Blackwell and Extenza presented their solution to ALPSP

Apr 2003 Tender awarded and a letter of understanding was signed

Apr 2003 Press release was distributed on the awarding of tender to Swets Blackwell / Extenza and information session held for publishers

Jul 2003 Swets collects information from publishers and develops contracts and licenses from a blank slate

Aug 2003 Swets Blackwell signs publishers and agrees to: Organize and sells the ALJC under a single umbrella contract, Deliver the ALJC through a single delivery platform (SWoc) Create ALJC web portal for access supported by Extenza

Sep 2003 Swets Blackwell press release on availability and pricing of ALJC

Notable: Swets Blackwell has negotiated powers of attorney to sign on behalf of

ALJC signatories. Swets Blackwell has established a single price model for consortia for all

ALJC journals.


About ALPSP and Extenza

Association of Learned and Professional Society Publishers (ALPSP) ALPSP Secretary-General: Sally Morris ALPSP serves, represents and strengthens the community of not-for-profit

publishers, demonstrating their essential role in the future of international academic and professional communication

272 members in 27 countries

Extenza A division of Royal Swets & Zeitlinger, delivers outsourced solutions for

publishers through 3 business units- Extenza-Turpin (distribution and fulfilment for journal and book

publishers);

- Extenza e-Publishing Services (on-line publishing, hosting and delivery);

- Extenza Marketing Solutions (telemarketing and direct marketing). Provide internet hosting, data conversion and web delivery of journal material,

instantaneous access for librarians and researchers, subscription control, transparent integration with intermediaries and usage reporting.


ALPSP Learned Journal Collection Publisher Participation

Medical and Life Sciences (85 journals) American Institute of Biological Sciences (1) Australian Academic Press (3) British Psychological Society (10) Carden Jennings Publishing Co. Ltd (3) Hindawi (1) Institute of Psychoanalysis (1) IOS Press (25) Makerere (1) Multilingual Matters / Channel View Publications (1) Royal Society of Medicine Press (12) Society for Personality Research (1) Swets & Zeitlinger Publishers (21) The Royal Society (2) Walter de Gruyter (4)

www.alpsp-collection.org



Science and Technology (57 journals) Chartered Inst of Building (1) Hindawi (11) Institution of Chemical Engineers (3) IOS Press (21) Multilingual Matters / Channel View Publications (1) Royal Swedish Academy of Sciences (1) Swets & Zeitlinger Publishers (5) The Royal Society (4) Walter de Gruyter (10)




Arts and Humanities (129 journals) ALPSP (1) Australian Academic Press (2) Beech Tree Publishing (4) British Psychological Society (10) Imaginative Minds (1) Institute of Psychoanalysis (1) IOS Press (7) Kingston Press (2) Multilingual Matters / Channel View Publications (16) OECD (36) Questions Publishing (7) School of Social Work (1) Swets & Zeitlinger Publishers (12) The Royal Society (1) Vathek (4) Walter de Gruyter (24)



Value of the ALPSP Learned Journals Collection

A simple and affordable way to continue accessing priority, high quality content Cross-publisher, discipline-specific subsets Value for money (extra content for a small fee) Simplicity (one license) Current content with no embargoes Licensing small numbers of journals is costly – in time and money – to both sides Free Trial Period ALJC is available as a Complete Collection or in three specific disciplines:

- Medicine and Life Sciences (85) £ 24,530 US$ 38,810 € 34,540

- Science and Technology (57) £ 24,330 US$ 38,390 € 34,470

- Arts and Humanities (129) £ 18,450 US$ 29,990 € 26,030

- Total Collection (249) £ 60,570 US$ 96,170 € 85,270

* Fixed price increase guaranteed for 3 years


ALSPS Collection – quality content

90% are peer review journals Many are ranked in the top of their group for ISI Impact Factor:

- Royal Society (Proceedings: Biological Sciences incorporating Biology Letters)

- British Psychology Association (British Journal of Social Psychology)

- American Institute of Biological Sciences (Bioscience)

- IOS Press (Journal of High Speed Networks)

- Carden Jennings (Heart Surgery Forum)

Many are official journals of the societies Approximately 40% of the collection is indexed in ISI Web of Knowledge Remaining 60% represent practical application and/or interdisciplinary journals

- Multilingual (International Journal of Agricultural Sustainability)

- Institution of Chemical Engineers (Chemical Research and Engineering Design)


ALPSP Package Pricing (Site-wide)

Value of Current Aggregate Print Spend from CustomerValue of Current Aggregate Print Spend from Customer

a) Proceedings: Biological Sciences inc. Biology Lettersb) Journal of Non-Equilibrium Thermodynamics c) Journal of High Speed Networks

+ALJC Bundle PricesALJC Bundle Prices

Options:1.Medicine & Life Sciences £24,530 US$38,810 €34,5402.Science & Technology £24,330 US$38,390 €34,4703.Arts & Humanities £18,450 US$29,990 €26,0304.Custom Selection TBD

=

e-Access Fee Pricese-Access Fee Prices

X

Options:1. Print + Internet 10%2. Internet-only 6%

ExampleExample

Journal 3A + 5B + 10C2($1127) + 5($765) + 10($477)= $10,849

They choose option 2

ALJC Bundle = $38,390

+

X

They choose option 2

Bundle $38,390 x 6% = $2,303

=e-Access Fee + Aggregate Print Spende-Access Fee + Aggregate Print Spend Total = 10,849 + 2,303 = $13,152

3titles

57titles


ALPSP Bundling Value

If one has half (43) the journals in the Medicine and Life Sciences collection (86) with the highest priced titles on 3 subscription per title

If one chose Print + Internet for the Medicine and Life Sciences

$50,761 for 43 journals

$3,881 for an additional 43 journals

7% increased for 50% more journals

Is this a good deal? YES1. If one has a less than 74-83 titles from a collection, such as, Medicine and

Life Sciences (a total of 86 journals).

2. If one has less than 186-244 titles from the whole the collection (a total of 248 journals)


Discussion Points

With this new model does the value match the need? What are the strengths and weaknesses of this model? What are your thoughts on the pricing model What are your expectations and needs going forward? Is this the role you expect from your subscription agent?

icolc 2003 september 16 th, 2003 san diego, california alan j. hess coo, swets blackwell, north...

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