1 institutional identifiers and the journal supply chain efficiency improvement pilot helen...
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Institutional Identifiersand the Journal Supply Chain Efficiency
Improvement Pilot
Helen HendersonRinggold Ltd
UKSG Conference Briefing SessionWarwick, April 2007
Topics
• Institutional Identifiers – quick overview• How Identifiers are used in the supply chain• Complexity of journal supply chain• Journal Supply Chain Pilot• Future activities
Institutional Identifiers
• Location definitionsDelivery CodesInter-lending Codese.g. SAN, MARC Organization Codes, GLN, ISIL
• Financial/business informationD-U-N-S numbersCompany numbersTax identifiers
How are they used?
• Licensing• Marketing• Customer analysis• Authorization• Authentication• Optimising support of the journal supply chain
Licensing
• Big dealsConsortiaOpt-in and Opt-outGlobal companies
• AggregatorsOverlap analysis
• Changes in groupingsM&A, NHS
Marketing & Customer Support
• Market penetration• Gap analysis• Renewals• Institution overview (authors, editors,
referees, customers)
Customer analysis
• Group customersInternationallyBy sectorBy location
• Compare to universeSectorsCountry markets
Authorization & Authentication
• Who is the institution• What rights do they have• Who can exercise these rights• How can they be activated• IP, Athens, Shibboleth, User ID/Password,
Certificates• Institutional Registry
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Journal Supply Chain - Today
Publisher
Individual
Department
Library
Consortium
AgentAgent
OnlineHostingOnline
Hosting
AggregatorAggregator
Organization
Journal Supply Chain - complexity
• Electronic era has changed workflows• Publishers have more direct contact with
customers• Increase in large bulk negotiations• Mixed institutions (commercial, academic)• Overlapping & enlarged consortia• New authentication mechanisms
www.journalsupplychain.org
Journal Supply Chain Efficiency Pilot (JSCEI)
• Current ParticipantsBritish LibraryHighWire PressHighWire Publishers RinggoldSwetsUK Libraries
• 9 work packages
Scope
• UK subscriber information• Ringgold’s Identify database• Mapping transactions between participants• Evaluating effort needed to standardize
transactions• Evaluating benefits
How Ringgold is involved
• Institutional Database67,000 institutions worldwideAll sectors (academic, corporate, government, NfP)35+ publishers using database and identifiers
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Institutional Relationships
CDC Subscriptions
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JSCEI Current Status
• 6 work packages completed• Interim Report produced• Continuing along chain, now working with
publishers and hosting services• Investigating expanding pilot outside UK and
existing participants
Main outstanding issues
• Granularity• Message formats• Systems support• Business model• Governance & standards
Granularity
• Different levels of information and granularity needed for different transactions:Library > AgentAgent > PublisherPublisher > Hosting ServiceAgent > Hosting Service
Message Formats
• Need standardizationICEDISXMLIdentifiers
Systems Support
• ILS• ERM• Agents• Fulfilment• Authentication• Authorization
Business Model
• Must be sustainable• Someone must pay• Gaining most benefits and value
Governance & Standards
• Ensure continuity• Metadata definitions • Linking allowed: Communication formats• Institutional hierarchic data maintained• Standards are “Public” and “Open”
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Ringgold Institutional Identifiers
Journal Supply Chain - Fixed
Publisher
Affiliated Individual
Department
Library
Consortium
AgentAgent
OnlineHostingOnline
Hosting
AggregatorAggregator
Organization
IndependentIndividual
Next Steps
• Ringgold look-up service for Identifiers• Expand to other geographic areas and
participants• Evaluate business models• Industry standards
Questions & Discussion