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The Role of Subscription Agents in Buying, Managing, and Accessing Online Resources

This presentation discusses the services provided by subscription agents to publishers and libraries in the management and access of online resources. It covers topics such as consortia and multi-site management, financial risk management, marketing and visibility, simplified ordering and payment, and maintaining control of electronic journal subscriptions. The presentation also addresses new roles and changing relationships in the industry. Suitable for publishers, libraries, and those interested in online resource management.

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The Role of Subscription Agents in Buying, Managing, and Accessing Online Resources

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  1. UKSG - Serials Resource Management - 19 Oct 04, Glasgow Lesley Thomas Corporate Sales Manager

  2. Agenda • The agents • What the agent does • Services to publishers • Services to libraries • Buying, managing and accessing online • Consortia and multi-site management • How we are financed • New roles and changing relationships • Summary UKSG

  3. The AgentsSwets Information Services(Everetts)EBSCO(divine)HarrasowitzNew players: Prenax, InfocandyDeal with all library markets worldwide, Academic, Health, Government & Corporate UKSG

  4. What does an Agent do? UKSG

  5. Publisher Publisher Publisher Publisher Publisher Publisher Publisher AGENT Library Library Library Library Library Library Library What does an agent do? UKSG

  6. Services to publishers • Financial risk management • Help cash flow • Administrative management • “Many to one” • EDI • Marketing/visibility • Agents can enable publishers enhance their position in the market UKSG

  7. Services to publishers • Management Information • Renewal Status Report, Online Conversion Rates • Participation in online Gateway services • E.g. SwetsWise online content • Market Information • E.g. Swets E-Journal Survey, Price Increase Report • Consortia / Multi Site Services UKSG

  8. Services to Librarians - Print • One Client Service contact • Language and Industry specialists • One Renewal Invoice • Simplified ordering and payment • Consolidation service • Management reports (Holdings lists, quotations) • Consortia Negotiation Buy, access and manage UKSG

  9. New services to libraries and companies without libraries • Buying online – SwetsWise subscriptions UKSG

  10. Buying online • SwetsWise Subscriptions UKSG

  11. Managing online UKSG

  12. Underlying principles • Desk top ordering • Budget control • Approval process • Duplicaton • Maverick spend • Credit card payment • E-procurement linking • Online reporting • Searchable catalogue UKSG

  13. Services to Librarians - Electronic • Provide Library with a report of all e-journals • Assist you with your planning and decision making • Pricing and information UKSG

  14. Order, renew, upgrade, cancellation, Claim • Submit orders & Upgrades to publishers • IP numbers, licence agreements, publishers references, password requests, upgrades of subscriptions within 24 hours • Subscription information retained after cancellation for future e-access claims • Automated free with print set up • Set up via aggregator service or direct with the publishers • Claim UKSG

  15. Maintaining control of your Electronic journal subscriptions • Aggregator Services (Swetswise Online Content, EBSCO Host) • A-Z Services (TD Net, Serials Solutions) • Open URL systems (SFX) • Customers own service UKSG

  16. SwetsWise Online Content • A-Z list • advanced search functionality • Search across more than 2.5 million full text articles UKSG

  17. Underlying Principles • Depth of content • Ease of access – IP, username and password, Athens single sign on • Total management UKSG

  18. Consortia and Multi-site ManagementNew and complex challenges in E-world • E-journals are more frequently offered in packages • Prices are negotiated • More organizations bundle to get better deals • Access to these different packages UKSG

  19. Consortia & Multi-site Management • A dedicated, specialist team • Services for consortia and multi-sited organizations • About e-deals • Operates according to your aims and objectives UKSG

  20. Service Service charge £’s How is the agent financed? Service Publisher Agent Library Commission £’s UKSG Large Volume (S > $1,000,000,000) Small Margin (single %’s or fixed fee)

  21. New roles and changing relationships -Publishers dealing direct -Often partner and competitor -Decisions made outside the library, new contacts – IT Purchasing department -Consortia Purchasing – agent as negotiator -Increase in use of outsourced services -Budget restraints – increase use of consolidation -End users - Amazon for journals? -Pay per view -Decreased margins -New players -Increased expectation from customers and publishers UKSG

  22. The Role of the Subscription Agent • Summary • The key intermediary between publishers and subscribers • Single point of contact • Provide services that offer both administrative and financial benefit • Industry expertise in an environment of rapid change UKSG

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