christopher lewis - ebsco information services robert jacobs - swets how will subscription agents...

Christopher Lewis - EBSCO Information ServicesChristopher Lewis - EBSCO Information Services

Robert Jacobs - SwetsRobert Jacobs - Swets

How will subscription agents help you manage your How will subscription agents help you manage your e-resources in a constantly changing information e-resources in a constantly changing information

world?world?

• Introduction

• Assumptions on the role of subscription agents

• How the move to e-resources impacts the library

• How the move to e-resources impacts the subscription agent

• The constantly changing information world

• Conclusion

Agenda

• Registering for access

• Licence terms and restrictions

• Provide access (authentication) IP, Athens, URL maintenance

• Linking

• Administer

• Provide support

• Evaluate/monitor (user statistics)

• Direct Deals

• E Books

• Federated Search engines

ACCESSACCESS

E resources: The Challenge

‘I can do it all myself and I don’t see why people use subscription agents.’

Some views on subscription agents

‘I only use subscription agents for my print holdings.’

‘subscription agents can’t negotiate electronic licences on my behalf’

‘for the big publishers I prefer to negotiate directly’

What are your views?What are your views?

Proportion of agents business by format

STM E51%

STM P20%

Non-STM29%

Current subscription agent business

More space for …….

……Today’s online library environment

E resources: That sinking feeling

E-access set up Claim resolutionLicensing

IP recognition

License managementGateway services

Pricing

Communication

URL Maintenance

Register

Usage Statistics

LinkingSupport/Problems

Access restrictionsEvaluate

ClaimingClaiming

User IDsUser IDs

Admin module information


Preferences (store)

Preferences (store)

Holdings listsHoldings lists

Access restrictions

Access restrictions

View rights for use

View rights for use

Provide Support

EvaluateMonitor

Problem logProblem log

Hardware needs

Hardware needs

Software needs

Software needs

Contact infoContact info

Troubleshoot/ triage


Usage statsUsage stats

Downtime analysis

Downtime analysis

Review problemsReview

problems

User feedback

User feedback

Administer

IP AddressesIP Addresses

RegisterRegister

Proxy ServersProxy Servers

CatalogueCatalogue

Portals/Access lists


Campus authentication


URL maintenance

URL maintenance

Provide Access

Acquire

E-resource life cycleLibraries Trial useTrial use

Assess need/budget

Assess need/budget

License terms

License terms OrderOrder

PayPayPricePrice

EvaluateEvaluate

ClaimingClaiming

User IDsUser IDs



Preferences (store)

Preferences (store)


Access restrictions

Access restrictions

View rights for use

View rights for use

Provide Support

EvaluateMonitor


Hardware needs

Hardware needs

Software needs

Software needs





Downtime analysis

Downtime analysis


problems

User feedback

User feedback

Administer


RegisterRegister


CatalogueCatalogue





URL maintenance

URL maintenance

Provide Access

Acquire

Trial useTrial use

Assess need/budget

Assess need/budget

License terms


PayPayPricePrice

EvaluateEvaluate

E-resource life cycleLibraries

Managing ‘E’ access

Without Without A Subscription AgentA Subscription Agent

ClaimingClaiming

User IDsUser IDs



Preferences (store)

Preferences (store)


Access restrictions

Access restrictions

View rights for use

View rights for use

Provide Support

EvaluateMonitor


Hardware needs

Hardware needs

Software needs

Software needs





Downtime analysis

Downtime analysis


problems

User feedback

User feedback

Administer

Trial useTrial use

Assess need/budget

Assess need/budget

License terms


PayPayPricePrice

EvaluateEvaluate IP AddressesIP Addresses

RegisterRegister


CatalogueCatalogue





URL maintenance

URL maintenance

Acquire

Provide Access


Processes introduced for E-resourcesProcesses introduced for E-resources

Managing ‘E’ access

WithWith

A Subscription AgentA Subscription Agent


OrderOrder

PayPay

RegisterProxy ServersProxy Servers

Catalogue




Claiming

User IDs



Preferences (store)

Preferences (store)

Holdings lists

Access restrictions

Access restrictions

View rights for use

View rights for use

Provide Support

EvaluateMonitor


Contact info

Troubleshoot

Usage stats

Downtime analysis

Downtime analysis


problems

User feedback

User feedback

Administer

Trial useTrial use

Assess need/budget

Assess need/budget

License terms

License terms

PricePrice

URL maintenance

Provide Access

Acquire

Software needs

Software needs

Hardware needs

Hardware needs

Evaluate


The Library

The Agent

• Content on agents journal service. Saves time and reduces the need to fill in licence and registration agreements.

• Access and registration manager

• Usage statistics.

• Working with publishers to achieve standardised licence and registration agreements.

• Improving linking

• Dedicated customer service and authentication support.

• Support with online packages and management of invoices

MANAGEMANAGE

Some agent solutions for the ‘E’ life cycle

Based on 2006 subscriptions through Swets…

•1,799 different packages available

•Average package subscription price 14 times higher than ‘regular’ average subscription price

•Most expensive package – £3.4 million

•Cheapest package - £10.29 ( Swimming World and Junior Swimmer, Swimming Technique & Swim Magazine!)

Publisher ‘E’ Packages deals

• Cost effective ‘E’ solutions • Saving time and money• Complete overview of publisher offers and pricing • Updates and alerting services • Customer service support (one contact)• ‘E’ management/package support • Single contract for orders and payments • Comprehensive reporting for collections and budgeting • Training • ‘E’ resource tools to help acquire, manage and access content

‘E’ through the agent: Benefits to libraries

‘‘E’ SOLUTIONSE’ SOLUTIONS

• Cost savings• Dedicated customer support through the agent • Payments sent in advance • Bulk orders and payments • Local staff speaking local language• ‘E’ journal licensing coordination • ‘E’ package management • Training customers • Promoting services to an extensive customer base • Publisher service support and hosting sites

‘E’ through the agent: Benefits to publishers

SUPPORTSUPPORT

Agents hold over 2 million price entries, updated annually.

Options include:Regular subscription pricesTiered prices differing per publisher, based on e.g.:

Type of customer Type of institution Number of (relevant) FTEs Carnegie classification Usage Bundled prices Archive prices Deep Discount Prices Membership prices Consortia prices One year vs multiple year prices Special prices for developing countries

… & the list goes on!

Information for managing ‘E’ resources

What percentage of your budget do you approximately spend with [agents and publishers]:

Average spend Share of wallet

Subscription Agents 73%

Direct with publishers 18%

Unknown 9%

From Swets customer survey (March 2006)

Average out of 5

Administration 4,1

Information on licensing conditions 4,1

Information on publisher pricing models 4,0

Checking print holdings data with publishers if the e-fees are based on print spend 3,9

Negotiating prices 3,8

Information on what content is available electronically per subject 3,7

Negotiating license conditions 3,7

Helping you plan the approach to electronic deals with publisher 3,4

Providing access via gateway 3,4

How important do you find the following roles for an agent in electronic deals?

From Swets customer survey (March 2006)

Value of Subscriptions by publisher

PublishersPublishers

Val

ue in

GB

PV

alue

in G

BP

Subscription value by publisher

Working with all parties to achieve a common goalWorking with all parties to achieve a common goal

Conclusion and future developments

Continue to develop the relationship with agent and publisher.Continue to develop the relationship with agent and publisher.

For existing customers to be more aware of what the agent can/is doingFor existing customers to be more aware of what the agent can/is doing

Licence managementLicence management

Federated search engines ‘e’ books and new services

Continue to develop ‘E’ management toolsContinue to develop ‘E’ management tools

Promote services Promote services

Continue to offer Cost effective solutions for ‘E’Continue to offer Cost effective solutions for ‘E’

Support for both publisher and librarySupport for both publisher and library

Thank youThank you

Questions?Questions?

christopher lewis - ebsco information services robert jacobs - swets how will subscription agents...

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