IEEE Publishing Strategy: Key Issues & Next Steps An Update For PSPB

IEEE Publishing Strategy: Key Issues & Next Steps An Update For PSPB February 2005Confidential –For IEEE Board and OU Use Only Leah Jamieson, Anthony Durniak John Vig, Mary Ward-Callan

PSPB & TAB Are Engaged In A Multi-Year Planning Process • Feb. ’04: Received charge from A. Winston • Through 2004: Workshops examined the changing landscape of publishing, developed scenarios & strategies • Nov. ‘04: Board accepts new 6-point strategy as recommended and funds work for 2005 • Through 2005: Act on the new Strategy • Do research to see how engineers work today • Develop programs to start implementing the strategy • Hold 2 workshops to socialize the plan

Publications Are An Important Part Of How IEEE Meets It’s MissionIt’s Behind The Top 2 Reasons For Joining IEEE Source: Excerpt from 2004 IEEE Member Segmentation Study Q25: Please indicate the major reasons you originally joined the IEEE. (Choose all the apply)

Publications Represents Half Of IEEE’s Revenue From Operations1 2003 Total Revenue $226 Million 1 Omits Investment Returns on Reserves; Source: IEEE Audited Financials

And This Important Program Is Subject To Several Financial Threats • IEL customers demand usage stats by title – in “Counter” assoc. format • We estimate 15% to 30% of IEL customers don’t use all titles and will ask to trade down • Switch to smaller packages may drop IEL revenue 10% to 15% 10% to 15% of IEL Revenue At Risk Due To “Counter” Usage Stats

And This Important Program Is Subject To Several Financial Threats • Open Access gives articles readers for free • Google Scholar makes it easy to find these free copies, so people don’t need a subscription • There are many proposals for new business models, but they won’t replace subscriptions 100% 20% to 50% of Total Revenue At Risk Due To Open Access and Google Scholar

But A Key Issue For IEEE Is The Changing Link Between Publications and Membership In print, the only way to get IEEE material and avoid a trip to the library . . . . . . was to become an IEEE Society member and get a personal member subscription conveniently delivered to your desk. But with web delivery the library subscription now gives readers convenient access at their desks -- at the office or at home

Access To IEL Can Impact The Reasons for Maintaining Society & IEEE MembershipSurvey: Why Do You Maintain IEEE Membership? Access to info Is important to all IEEE Members But Society members are far more likely to see Pubs as a reason to stay members Source: 2003 IEEE All Society Research Project Q 26

There Are Two Solutions To This: 1) Develop Other Member Benefits and 2) Revise Pubs Strategy Survey: Why Do You Maintain IEEE Membership? The Conclusion: We need to develop other member benefits or otherwise change the dues/value equation Source: 2003 IEEE All Society Research Project Q 26

Our Goal For 2010: Be A Leader In Technology Information • Be the premier source for technical information to all technology practitioners • Lead in creating and organizing a variety of technical content and disseminating it to users in a personalized, seamless, coherent and integrated fashion • Double the amount of content published • Provide IEEE members affordable access • Double the inflation-adjusted net surplus generated by information services and products

Research orientedEE and CS Centric Both theory & applied All aspects of technology 1. Content Peer Reviewed, Professional Process Peer review + new ways to evaluate and process 2. Process Services as way to deliver IEEE Content Enhanced, personalized services to find, manage info 3. Services Package content with services together Sell services separate from content 4. Sales 5.Customers Institutional library focus Focus on End-user & Member 6. Partners Do it by ourselves Work with others To Accomplish These GoalsRequires A New 6-Point Strategy Current Strategy New Strategy

Research orientedEE and CS Centric Both theory & applied All aspects of technology 1. Content Strategy 1: Expand The Type Of Content We Offer • Journal and Conference articles still play a role • But, we’ll offer more types of content: • More practical articles -- for example: • Quick study introductions to various topics • Product design, tips & techniques • More Non-text information – For example: • mathematical models, computer-aided design templates, etc. • Interactive online learning modules, etc. • Leverages knowledge of the Societies and programs at their conferences • Helps IEEE expand into new interdisciplinary fields

Peer Reviewed, Professional Process Peer review + new ways to evaluate, author formatted 2. Process Strategy 2: Allow The Inclusion Of New Content Processes • Our journals will retain peer review and editing where it provides a competitive advantage • We’ll also seek out new ways to create content • Self-assembling communities of interest • Community contributed and assembled content (e.g. “Wiki” encyclopedia ) • Author formatted material (e.g. conference articles) • We’ll also find new ways to evaluate content • Reader ratings of articles, community evaluation • Usage-based ratings of material: how often read or cited • PSPB will determine policies • Leverages knowledge of Societies & their “social networks” of communities

Services as way to deliver IEEE Content Enhanced, personalized services to manage all info 3. Services Strategy 3: Build Web Services To Help Members & Users Manage Info “IEEE Resource Center” web service: • Contextual Workspace: finds, organizes, and links info in relationship to how it is used • Buy single articles & manage subscriptions with easy web commerce • Can have versions like RealPlayer or Acrobat • Basic version free to registered users • Advanced version for members • Can be tailored to needs of various communities • Restores the link between membership and access to information

Package content with services together Sell services separate from content 4. Sales 5.Customers Institutional library focus End-user & Member Strategy 4: Sell Content SeparatelyStrategy 5: Focus On End-Users • Benefits users: lets them buy what they want • Single articles, bundles of articles, subscriptions • Benefits to IEEE: Overcomes “IEL Dilemma” • Sales by article grows revenue as content grows • We still acknowledge librarians as important customers • But we’ll add emphasis on selling to the end-user, especially members

------------------------ ------------ ------------------------ ------------------------ ------------ ------------------------ ------------------------ ------------ ------------------------ IEEE ARTICLE ------------- ------------ ------------------------ Strategies 3, 4 & 5: IEEE Potentially Could Provide Several Access Options All readers sign up for their choice of “IEEE Resource Finder” Reader has choices to buy content: Single articles or Bundles of articles for themselves or the institution “Registered Users” Get Basic set of services IEEE ARTICLE ------------- ------------ --------------------------------------- “IEEE Member”Get Full set of services Article Bundles: Enterprise, MDL, ASPP, CSDL, IEL, etc.

6. Partners Do it by ourselves Work with others Strategy 6: Encourage Partners • We’ll collaborate with other professional societies to develop info collections • A small number of partners = critical mass • IEE already participates in IEL • First partners needed are AIP, APS, IOP, ACM • Once started can add others: ASME, AIChE, etc. • We’ll selectively partner with companies on technology & services • Benefits of collaboration • Pools resources for development and operation of increasingly expensive web content services

Action Plan For 2005 • Planning Meeting 31 Jan./1 Feb. • Workshop with Panel of Editors 10 Apr. • Second Workshop in Early Summer • Gaining insights from industry players • M. Buschman, Microsoft; R. Kenny Marone, Yale; N. Gulley, MathWorks; A. Acharya, Google; R. Crow, SPARC; S. Gass, MIT; H. Flecker, Harvard; C. Tenopir, Univ. of Tenn.; C. Richard, Outsell

IEEE’s Publishing Strategy Message Is Plan Before There Is A Crisis • Yes, our current products are selling well • But, there are disruptive issues and technologies on the horizon • The important thing is that we not be complacent • The good news is that we envision new products and services that can keep us successful

The End

Governance in IEEE TAB Report from Mimi Galiana SPARC Ad-hoc Committee on Governance June 2005 TAB Series

The Mandate -2005 • Provide Recommendations on S/C Division allocation for DD elections • Assist attempts to improve IEEE image to the public on the web (Ed Clark report to SPARC) • Examine issues of governance in: • TAB governance (voting body) • Creation of new S/Cs in TAB • Facilitate inter-society and cross-division collaborations (Clint Andrews report to SPARC) Can some measures improve all in parallel?

Common Issues • Continued Decline in Membership • Tensions between small and large societies • New directions that spawn new societies rather than mutual collaborations • Poor dissemination of novel S/C technical activities between units and the public

1. Division Structure Report: to achieve democratic balance in DD voting base • Evaluate the balance of member representation in current divisions • Address the preferences of S/Cs given through feedback • Propose changes with minimal perturbations on election process of DDs

1.a Division Member # From the IEEE study in Nov 2004 (05 reg): Total 293,689/10 ~ 29,370

Current New Proposal Recommendations on Divisions Why are Councils listed in Divisions at all? GREEN for moved societies – others unchanged

Proposed New Divisions From the IEEE study in Nov 2004 (05 reg): Total 293,689/10 ~ 29,370

3. Alternate TAB Structure – The problem in TAB representation • There is an imbalance in the member representation weight of most TAB votes • This causes tensions and destructive inertia between ‘small’ and ‘large’ S/Cs. (information item)

3. Alternate TAB Structure The result: • TAB votes often reflect ‘territorial’ interests (‘silo’ vision) • whereasthe actual legal mandate of all TAB voters (like DDs) is to vote for the well-being of all IEEE technical interests!

3. Alternate TAB Structure The solution: • Define a TAB representation elected by peers from the existing S/C Presidents and DDs, based on equitable membership base • Selection could be on a division allocation basis, or freely decided by S/C alliances (examples only) • The elected representative would vote according to the consensus of his/her base, encouraging collaborative stances

Alternate TAB Structure Building on background work of R. Sudbury and R. De Marca - Two Tier Structure New TAB Operational in Focus Restricted Size Voting Members with balanced representation New President’s Council Oversight and Policy All Societies and Councils Represented

Alternate TAB Structure Current TAB (S/C Ps & DDs+) ~60 New elected TAB reps (from S/C Ps & DDs) Balanced vote base e.g. 1 rep/10K div members => ~32 Presidents’ Council (all S/C Ps ~42)

Functions of New TAB • Carry out all administrative and operational functions of current TAB except those reserved to the President’s Council. These include but not limited to: • Budget approval • Allocation of income and expenses • Publications • Products • Meetings & conferences • New technology initiatives • Report on actions taken to the President’s Council • Actions with financial implications subject to review by President’s Council • Other operational decisions subject to President’s Council oversight but not review

Structure of President’s Council • Composed of all sitting Presidents of IEEE Societies and Councils or their designated representative • Chaired by TAB VP

Functions of President’s Council • To hear report of actions taken by TAB • To take for review and action any TAB action with financial implications for Societies and Councils by majority vote • Rejection of TAB action requiring a 2/3 vote of those present • To hear report of TAB Treasurer • To hear and act on report of SPC (old SPARC) • To debate and set policy on the technical activities of Societies and Councils within the purview of the President’s Council and TAB

IEEE Publishing Strategy: Key Issues & Next Steps An Update For PSPB