serials resource management for the 21 st century: an introduction the role of the intermediary
TRANSCRIPT
Serials Resource Management for the 21st Century:An Introduction
The role of the intermediary
The role of the intermediary
National Library of Scotland Prenax March 2006
What do subscription agents do?
The players
Choosing an agent
Services to libraries and publishers
Consortia
Online services
Consolidation
The future
Agenda
The role of the intermediary
National Library of Scotland Prenax March 2006
What do subscription agents do?
Single point of contact:
Acquisition
Budgeting
Managing (e.g. Claiming, link resolution etc.)
Reporting
Invoicing
Access
Negotiation
The role of the intermediary
National Library of Scotland Prenax March 2006
Li b
rari
ans,
i nte
rna l
cl ie
nts
, re s
ea r
c her
s
Academic Libraries
Public, health, government libraries
Corporate BIS Depts.
Consortia
Subscription agent
Online services
Printed instruction
Fax / Phone
Domestic Publishers
International Publishers
Govt.publishing
Learned societies
Book / newspaper suppliers
Aggregators
The role of the intermediary
National Library of Scotland Prenax March 2006
The players (alphabetically!)
International agents
EBSCO
Harrasowitz
Prenax
Swets
Country-specific agents
Basch, Wolpers, WT Cox (USA)
Kinokuniya, Maruzen, USACO (Japan)
DA Subscriptions (Australia)
The role of the intermediary
National Library of Scotland Prenax March 2006
Choosing an agent
Eggs and baskets
Tenders
Pricing of services
Service level agreements
Implementation
Negotiation with publishers
The role of the intermediary
National Library of Scotland Prenax March 2006
Services to Libraries
Single point of contact
Up-to-date database
Current pricing and product information
Online purchasing and management
Publisher relationships
Invoicing
The role of the intermediary
National Library of Scotland Prenax March 2006
Services to Libraries … continued
Claiming
Consolidation (print only)
Renewals
Electronic content acquisition, access and management
Cost cutting
Management reporting
The role of the intermediary
National Library of Scotland Prenax March 2006
The role of the intermediary
National Library of Scotland Prenax March 2006
Services to Publishers
Centralised ordering
Consolidated claiming
Outsourced customer service
Management information and marketing
Invoicing, currency exchange and credit control
Renewals
Managed negotiations
The role of the intermediary
National Library of Scotland Prenax March 2006
Consortia
Buying power
Management resources
Licence negotiation and implementation
Legal frameworks
Control over service levels
Influence post-negotiation
The role of the intermediary
National Library of Scotland Prenax March 2006
Online services
Acquisition
Access
Implementation
Management
Expert advice
The role of the intermediary
National Library of Scotland Prenax March 2006
Acquisition
Need assessment
Standardised terms
Negotiation
Evaluation / trials
Instant access
The role of the intermediary
National Library of Scotland Prenax March 2006
Access
Agents’ Gateways
Stand-alone access portals
Link resolvers
Bespoke LMSs
E-procurement platform compatibility
The role of the intermediary
National Library of Scotland Prenax March 2006
Management
Subscriber information storage (IP addresses, access rights, etc.)
Claims for access problems
Renewal management
Change of circumstances (use, budget cuts (or increases!))
Usage statistics
Management information
The role of the intermediary
National Library of Scotland Prenax March 2006
Implementation
Questions to ask:
quality and experience of the team
demonstration of understanding
agreement of project plan
deadlines (and penalties)
to trial or not to trial …
The role of the intermediary
National Library of Scotland Prenax March 2006
Consolidation
Ordering and check-in
Online reports of received and despatched issues
Automatic claiming
Labelling, tagging and routing lists
Bundling and shipping
The role of the intermediary
National Library of Scotland Prenax March 2006
The role of the intermediary
National Library of Scotland Prenax March 2006
The role of the intermediary
National Library of Scotland Prenax March 2006
The future for agents
“Open access has lost its momentum”Bobby Pickering, IWR
“Big deals will bypass agents”Senior librarian at major British university
“The margins will disappear to nothing”Anonymous subscription agent
Serials Resource Management for the 21st Century:An Introduction
The role of the intermediary