the role of intermediaries & their services gavin lewis, business solutions manager swets

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The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

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Page 1: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

The role of Intermediaries & their Services

Gavin Lewis, Business Solutions ManagerSWETS

Page 2: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

AGENDA

• Who are the Intermediaries

• Their role and function in the Information Chain

• How have they evolved their Services

• Why are they needed?

• The future?...

Page 3: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

How does the Oxford Dictionary define us?....

[Intermediary] – a mediator, acting as mediator

Other descriptions…

Agent, Broker, middle-man, negotiator

Page 4: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

The World without Agents

Page 5: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Intermediary

The Role of an Agent

ServicesSearch Titles

OrderClaimRenew

InvoicingReporting

Access ContentLogisticsCheck-in

Page 6: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Who are the Agents?

Swets

Ebsco

Harrassowitz

Prenax

Plus many local agents

But many have fallen by the way side…

Infocandy, Rowecom, Dawson, Everetts, BlackwellPlus many, many more.

Page 7: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Who do Agents Serve?

• Academic Libraries– Incl. regional Purchasing Consortia

• Government Libraries

• Health Libraries (incl. NHS)

• Local Authorities / Public Libraries

• Corporate Libraries (STM and Non STM)

Page 8: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Agent LibraryPublisher

Commission

Service Service

Service charge

How are agents financed?

Page 9: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Lets turn the clock back….

Page 10: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

The Traditional Subscription Agent

Page 11: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Traditional Subscription Agent Services - Libraries

• Day to Day Management

• Single customer service contact (local language)

• One invoice source

• Simplified renewals and ordering

• Price analysis and management reporting

• Consolidation service

Page 12: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS
Page 13: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Traditional Subscription Agent Services - Publishers

• Financial Risk Management– Improve cash flow– Administrative management– From “many to one”

• Proactive renewal management

• Reduced Claims

• Management Information– Financial Information– Renewal Status Reports– Claims Reports

• Increased Visibility– Enhance publishers content to the market place– Active representation – Targetted Marketing

Page 14: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

• Advent of e – New Challenges and New Opportunities– Late 1990’s onwards…

• A wealth of scholarly and research content on the web– How do I know what is there?– How do I find it?– Can we control / measure who access it?

Moving into e…..

Page 15: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

New Services – New Opportunities – New Players

Page 16: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Online Content Hosts

What are they and Why are they needed?

• Provide a single platform for Publisher’s e-journals: For publishers who prefer or need a third party to provide this technical solution

• Enables (Library) users to search across a large amount of content via a single interface

• Allows administrators to manage their e Journals more efficiently

Page 17: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Examples of Online Content Hosts

• Atypon

• HighWire Press

• IngentaConnect

Plus • SwetsWise Online Content• EBSCONET

Page 18: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Authentication Services

• What are they?

– A technical solution; allowing single sign-on to a range of electronic resources

• Why do we need them?

– Publishers need to monitor who is accessing content– Ensures only the right people/groups are accessing content– Commercial implications – usage based pricing– Reduces administrative burden

Page 19: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Authentication Services - Who are they?

• IP Addresses

• Athens

• UK Access Management Federation– (Shibboleth)

Nb; Log-in prompts are placed on Subscription Agent portals

Page 20: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

E-Content Aggregators

What do they do?

• Transform published e-content from various sources to create a new product / dataset available via a single platform

Why are they needed?

• Simplifies purchasing and access administration• Provides added value• An affordable alternative to e-journals• They can be subject focussed

Page 21: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

E-Content Aggregators - Examples

• OVID

• Medline / PubMed

• Proquest

• EDINA (A JISC Iniative)

• EBSCO Databases

Page 22: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

ERM System Vendors

What are they?

• A technical Solution for libraries– To help with the management of e-content

- Electronic Library Systems- Electronic Cataloguing- Facilitating access to online content

Why do we need them?

• Managing electronic content effectively in the Library• Simplifies and reduces administrative burden

Page 23: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Examples of ERM Vendors

• SirsiDynix

• Ex – Libris - Metalib

• Serials Solutions – 360 Resource Manager

Plus• SwetsWise eSource Manager

• Ebsco ERM Essentials

Page 24: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Link Resolvers

What are they?

• A technical solution using Open URL to ensure that a user will find the content they have rights to access

• They ensure that an Institutions content is made visible

Why do we need them?

• Speeds up access to content• Avoid dead links• Helps libraries get value for money

Page 25: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Open URL Link Resolvers - Examples

• Ex-Libris – SFX

• EBSCO – LinkSource

• SwetWise Linker

• OCLC – World Cat Link Manager

Page 26: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Federated Search Engines

What are they?• They enable the user to search across multiple sources from one

interfaceContent sources

ILS/OPAC

Why are they needed?• Exposure of resources• Saves time for Users• Provides an alternative to Google!!

Page 27: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Subscription Agents have had to move with the times…

Page 28: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Content Negotiators

What are they?

• Provide a front line negotiation service for Library Consortia and global organisations for access to e-Content

Why are they needed?

• To represent institutions, grouped together with similar aims and objectives

• Save time and money• Provide valuable industry advise

Page 29: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Examples of Content Negotiators

• JISC Collections – The JISC Content Procurement Company Ltd

• IReL – Irish Research elibrary

• CHEST (Eduserv)

In other sectors…

• Heal link – Greece• NHS• Global Pharmaceutical Companies

Page 30: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

So,,, What are we left with??

Libraries/InstitutionsRegional/National Consortia

Corporate Organisations

Publishers-Journals- Datasets- eBooks Subscription Agents

AuthenticationServices

Link Resolvers

Online Content Hosts

eBook Sellers

Content Negotiators

Content Aggregators

Page 31: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Recent Developments

eBooks

• Intermediaries looking to capture increasing library eBook Budgets

• Still looking to facilitate order / access of eBook content

• Varying Licence models, access models, pricing models– Perpetual access vs Subscription

Page 32: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Intermediaries and Open Access

• Dependency on the traditional Publishing Model

• Intermediaries looking for opportunities to support and facilitate any Open Access marketplace.....any scenario ends with many to many.

• Help to drive for standards and technical compatibility

Page 33: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

We are left with Complexity…

• Intermediaries can deliver simplicity

• Can all the technologies employed by the individual vendors be harmonised to work as one???

• Healthy competition is valuable to the customer – As it will mean vendors are forced to work with one another

• Intermediaries are key in quick flow of communication

Page 34: The role of Intermediaries & their Services Gavin Lewis, Business Solutions Manager SWETS

Thank you for listening……

Any Questions??

Gavin LewisBusiness Solutions [email protected](#00 44) 1235 857746