EBSCO EBSCO Information Information ServicesServices

Library Consortia Library Consortia StrategiesStrategies

Mark WilliamsMark Williams,, Vice President, Vice President,

General Manager, EBSCO Industries, General Manager, EBSCO Industries, Inc.Inc.

Emerging Synergies Emerging Synergies for Information for Information

Purchasers, Agents, Purchasers, Agents, and Publishersand Publishers

Perspective on the future role of EBSCO as the Perspective on the future role of EBSCO as the market for serial information embraces new market for serial information embraces new

strategies strategies

Shift from traditional print Shift from traditional print to to electronic journals:electronic journals:

Where we have come from...

Where we have come from...

Learning and developing

the new environment...

Learning and developing

the new environment...

Benefits from the new environment...

Benefits from the new environment...

Triangle of ServiceTriangle of ServiceTriangle of ServiceTriangle of Service

Where we have come from...Where we have come from...

Agent

Library Publisher

What Has changed ?What Has changed ?What Has changed ?What Has changed ?

Learning and developing the new environment...Learning and developing the new environment...

Agent

Consortia Publisher

EBSCO Perspectives on E-EBSCO Perspectives on E-Journals and Consortia Journals and Consortia PurchasingPurchasing

Electronic delivery expands Electronic delivery expands business modelsbusiness models

Benefits of Collective Purchasing Benefits of Collective Purchasing become realitybecome reality

Fundamental need of procurement Fundamental need of procurement service remainsservice remains

Process change requiredProcess change required

Have a PlanHave a Plan

Know the business opportunityKnow the business opportunity Understand the value proposition for Understand the value proposition for

all partiesall parties Develop a processDevelop a process Execute according to plan and Execute according to plan and

processprocess Measure, Manage, EvaluateMeasure, Manage, Evaluate ReportReport

EBSCO Management Philosophy :

Consortia Strategy ReviewConsortia Strategy Review

Why consortia matterWhy consortia matter

two pronged strategytwo pronged strategy Online Relations teamOnline Relations team Region consortia specialistsRegion consortia specialists

The EBSCO RoleThe EBSCO RoleTo assist with:To assist with: InformationInformation

AcquisitionAcquisition

AccessAccess

ManagementManagement

MeasurementMeasurement

Sound familiar?Sound familiar?

Learning and developing the new environment...Learning and developing the new environment...

Engineer New Services for Engineer New Services for a New Information Agea New Information Age

Value to the collective purchasing Value to the collective purchasing market > Field Consortia market > Field Consortia SpecialistsSpecialists

Value to the Publishers that offer Value to the Publishers that offer consortia licenses >Online consortia licenses >Online Relations DepartmentRelations Department

Learning and developing the new environment...Learning and developing the new environment...

Must Bring:Must Bring:

Business Model ChangesBusiness Model Changes Print/Online CombinationsPrint/Online Combinations

At a price greater than printAt a price greater than print Free with printFree with print Deep Discounts/ a ‘la carte offeringsDeep Discounts/ a ‘la carte offerings

Online OnlyOnline Only Same price as printSame price as print At a discountAt a discount

Learning and developing the new environment...Learning and developing the new environment...

Business Model ChangesBusiness Model Changes…continued…continued

Online Journal PackagesOnline Journal Packages Entire collectionEntire collection Pre-defined (such as by subject)Pre-defined (such as by subject) Customized choiceCustomized choice

Learning and developing the new environment...Learning and developing the new environment...

What does Online What does Online Relations Do?Relations Do?

consolidate, streamline and expedite consolidate, streamline and expedite publisher communicationspublisher communications

coordinate collection of required coordinate collection of required information (consortia RFQ)information (consortia RFQ)

communicate publisher consortia communicate publisher consortia policies and visa-versapolicies and visa-versa

team with EBSCO publisher services team with EBSCO publisher services to expedite ordering, registration, to expedite ordering, registration, accessaccess

Goals of the Consortium:Goals of the Consortium: Electronic Access Only or Combination Electronic Access Only or Combination

of Print + Onlineof Print + Online Total Package AccessTotal Package Access Cross AccessCross Access ““a ’la carte” Selection Of Electronic a ’la carte” Selection Of Electronic

JournalsJournals Print Purchase optionsPrint Purchase options

Information GatheringInformation Gathering

Benefits of a new environment...Benefits of a new environment...

Report of each site inventoryReport of each site inventory

Sort by: Account/Publisher/TitleSort by: Account/Publisher/Title Provided to publisher and each customerProvided to publisher and each customer

Subscription InventorySubscription Inventory

Benefits of a new environment...Benefits of a new environment...

Names and addresses of Institutions in the Names and addresses of Institutions in the ConsortiumConsortium

Number of sites and users at each siteNumber of sites and users at each site

Number of researchers and faculty members, Number of researchers and faculty members, and/or general FTE (Full Time Equivalent)and/or general FTE (Full Time Equivalent)

Demographics Of Demographics Of ConsortiumConsortium

Benefits of a new environment...Benefits of a new environment...

What Consortia Field Reps What Consortia Field Reps DoDo

present EBSCO services to key present EBSCO services to key consortiaconsortia

explore unmet needs, issues with explore unmet needs, issues with existing consortia dealsexisting consortia deals

coordinate collections or coordinate collections or publisher/title wish lists publisher/title wish lists

Compile subscription inventoriesCompile subscription inventories communicate publisher consortia communicate publisher consortia

policies and offerspolicies and offers

Consortia Policy ProfileConsortia Policy Profilean FAQ for publisher consortia policiesan FAQ for publisher consortia policies

content overviewcontent overview factors that go into pricingfactors that go into pricing policies on policies on

– print retentionprint retention– backfilebackfile– perpetual accessperpetual access– usage statisticsusage statistics– whose license is acceptable & morewhose license is acceptable & more

Tools...Tools...

Licensing Assistance Licensing Assistance OptionsOptions

DirectoryDirectory

Partial OutsourcePartial Outsource

Total OutsourceTotal Outsource

Benefits of a new environment...Benefits of a new environment...

PolicyPolicy

Customer Service OptionsCustomer Service Options

Links To LicensesLinks To Licenses

http://www-us.ebsco.com/ess/services/license.stmhttp://www-us.ebsco.com/ess/services/license.stmhttp://www.licensingmodels.comhttp://www.licensingmodels.com

Licensing AdministrationLicensing Administration

Benefits of a new environment...Benefits of a new environment...Other Tools...Other Tools...

Consortia Help Section GuidelinesConsortia Help Section Guidelines

Information GatheringInformation Gathering Processing The Order &Processing The Order & Paying The Paying The

PublisherPublisher License Negotiations & Facilitating License Negotiations & Facilitating

AccessAccess Special Request ReportsSpecial Request Reports

EBSCO Consortia HelpEBSCO Consortia Help

Benefits of a new environment...Benefits of a new environment...

Central H.Q. Systematic Process...Central H.Q. Systematic Process...

Needs After the PurchaseNeeds After the Purchase Access AssistanceAccess Assistance At publisher siteAt publisher site At agent siteAt agent site From library OPACFrom library OPAC From linked resourcesFrom linked resources

Benefits of a new environment...Benefits of a new environment...

Summary of SuggestionsSummary of Suggestions

Define Goals for Licensing and

Delivery

Define Goals for Licensing and

DeliveryDiscover

Service Partners with

Services Matching your

Goals

Discover Service Partners

with Services

Matching your Goals Think Long Term:

Licensing, Accessand Linking Management

Think Long Term:Licensing, Access

and Linking Management