BioOne

1. BioOne Presentation to the International Coalition of Library Consortia NASIG 15th – San Diego BioOne: Building a Collaborative Online Publishing Operation Heather Joseph, Chief Operating Officer, BioOne 21 Dupont Circle, Suite 800 Washington, DC 20036 www.BioOne.org

2. Overview • Quick overview of BioOne; current status of content licensing - journals to date • How does this serve the library community; and as a collaboration, benefit all parties • Run through development financing • Financial vision and philosophies - translating this into a business model • Preliminary pricing model - where we stand • Request for feedback from consortia

3. BioOne Founding Organizations American Institute of Biological Sciences (AIBS) SPARC Big 12 Plus Libraries Consortium Allen Press University of Kansas

4. Organization • Non-profit corporation; 501(c)(3) tax-exempt with a staff of one: • President/COO only paid staff member • heavy dependence upon volunteers and out-sourcing to keep overhead low • Volunteer Board of Directors • appointed by founders, represent library and society interests • Working Group and Board all hands-on volunteers from Founding Organizations and Amigos

5. BioOne Overview • Key Advisory Committees • Currently assembling Library Advisory Group, along with Technical and Publisher Advisory groups • Amigos Library Services to be U.S. distributor • Non-profit provider of cost-effective marketing, sales, licensing, billing & collection services

6. BioOne Overview • Product launch scheduled for 1st qtr. 2001 • Starting with est. 30-40 journals in ecological, environmental & integrative biology • currently 27 titles licensed • current volume (2001) and at least one year back volumes (2000) • Titles are peer-reviewed and high impact

7. BioOne Core Database • E-publishing licenses signed or committed Amer. Bryological & Lichenological Soc., The Bryologist Amer. Inst. of Biological Sciences, BioScience Amer. Museum of Natural History, AMNH Bulletin and AMNH Novitates Amer. Ornithologists’ Union, The Auk Amer. Soc. of Mammalogists, Journal of Mammalogy Amer. Soc. of Plant Taxonomists, Systematic Botany Cell Stress Soc. Int’l., Cell Stress and Chaperones Cooper Ornithological Soc., The Condor

8. BioOne Core Database • E-publishing licenses signed or committed Entomological Soc. of Amer., Annals of the ESA, Environmental Entomology and Journal of Medical Entomology Nat’l. Assn. of Biology Teachers, American Biology Teacher New York Botanical Garden, The Botanical Review Radiation Research Assn., Radiation Research Royal Swedish Academy, Ambio Soc. for Avian Surgery & Medicine, Journal for Avian Surgery & Medicine Soc. for Conservation Biology, Conservation Biology

9. BioOne Core Database • E-publishing licenses signed or committed Soc. for In Vitro Biology, In Vitro Cellular & Development Biology - Animal and In Vitro Cellular & Development Biology - Plant Soc. for Integrative & Comparative Biology, American Zoologist Soc. for the Study of Evolution, Evolution Soc. of Protozoologists, Journal of Eukaryotic Microbiology Soc. of Wetlands Scientists, SWS Bulletin Abstracts and Wetlands • Many more titles in the licensing pipeline

10. Technology Technology: Principles • Open system, based on industry accepted standards (PDF, SGML) • Critical for effective archiving • Provides open migration path to new technologies • (i.e.) XML • Usage reporting being developed to meet library and consortia needs based on current ICOLC standards

11. Serves non-commercial society,publishers • Goal was not to develop just another electronic product, but to provide cost effective alternative • Help in remaining financially viable and independent as publishers through participation in electronic market • Assistance in overcoming obstacles:lack of capital, inadequate infrastructure, expertise, etc • A platform for future development • Realistic collaboration with libraries and universities in pursuit of shared values

12. Serves Library Community • Acquire key scientific literature cost efficiently in an electronic form unbundled from print • Providing consortial pricing options • Creating a chance to play active role in changing the scholarly communications process by creating a different publishing model • Role in ensuring digital preservation • A voice in crafting license agreement

13. License Agreement • Librarian-crafted (available on BioOne Web site) • Subscriber rights for personal, non-commercial teaching and research purposes, including but not limited to: • Interlibrary loan,Electronic reserves • Distance education, Printing • Specific provisions for fair use • Compatible with community’s current preferences

14. Development Financing • Over $1m in support committed; see wide and deep support for BioOne’s mission • Over 125 of the libraries you serve and other institutions • Members of SPARC, Big 12 Plus • Non-members, U.S. and international • Continuing substantial cash and in-kind contributions from Founding Organizations and Amigos • Next 2 years critical in insuring success; not incubated commercially, collaborative support essential

15. Financial Model: Vision • Cost-based Model • non-profit, objective is simply to recover costs • subscriber prices set according to expenses • 501 c 3 organization - books open • expense and price oversight by Board including majority library / university representatives • Operating expenses are relatively low • virtual organization, low overhead • in-kind and cash contributions from Founding Organizations, Amigos, other strategic partners

16. Financial Model: Vision Operating expenses (continued) • - high level of volunteerism • Exploration of multiple revenue streams • Intention is to build model not entirely dependent on single revenue source • Eventual diversification of revenue streams should allow for moderation in subscription prices

17. Pricing Model (Preliminary) • Electronic pricing unbundled from print • Library and organizational sales only, emphasis on consortia purchases • Cost recovery (operating costs projected at $2.1 to $3 million for FY2001) • Begin with FTE-based pricing model, annual subscription for all included journals

18. Pricing Model (Preliminary) • Cost per FTE will be directly driven by number of subscribing libraries and their weighted FTE counts • For example, to recover projected operating costs of $2.1m, sales to 3.2m FTE would result in an average cost of 65 cents per FTE. • As number of subscriptions increase, price per FTE will drop. • Planned caps for large subscribers • 125 SPARC charter supporter libraries will receive subscription credits for their contributions

19. Pricing Model (Preliminary) • Special solutions where appropriate • Intention is to modify pricing model in response to feedback from community. • Begin with FTE-based pricing, consider creating hybrid structure • Remember: goal is to provide a robust collection of biology journals at a price that is driven and controlled by academic community • Need your feedback - please return survey at end of session.

20. Contacts • Heather Joseph COO, BioOne heather@arl.org • Robert Watkins Director, Member Program Development watkins@amigos.org • Jeff Downing Manager, A-Plus Services downing@amigos.org