ebsco information services library consortia strategies mark williams, vice president, general...
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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