Jazz Research – Mapping the Field under the Jazz Futures heading Friday 5 September 2014

1. Jazz Research – Mapping the Field under the Jazz Futures heading Friday 5 September 2014 Jazz Beyond Borders Conference (Amsterdam) Dr. Monika Herzig, Indiana University Jean Cook, Future of Music Coalition

2. Jazz Research – Mapping the Field under the Jazz Futures heading • Jazz Education Network Introduction • Future of Music Coalition Introduction • Collaborating with Jazz Researchers • Questions for Participants • Take Aways

3. Jazz Research – Mapping the Field under the Jazz Futures heading • Jazz Education Network Introduction • Future of Music Coalition Introduction • Collaborating with Jazz Researchers • Questions for Participants • Take Aways

4. www.jazzednet.org The Jazz Education Network (JEN) is a global non-profit 501(c)(3) organization based in the United States of America that seeks to advance jazz education, promote performance and develop new audiences. JEN was founded in 2008 in Chicago and now has over 1,500 members in 23 countries, every USA state and 7 Canadian provinces. The Jazz Education Network is dedicated to building the jazz arts community by advancing education, promoting performance, and developing new audiences.

5. JEN Research Interest Group (JENRing) To provide a platform and network for jazz research and its applications to pedagogy and the art form

6. The Ella Fitzgerald Charitable Foundation-JEN Research Fellowship at the Smithsonian The EFCF/JEN Jazz Research provides opportunities for a serious educator/student/music historian (such as senior researchers, postdoctoral fellows, and graduate students) to conduct a research project associated with the archival collections at the Smithsonian Institution. The project will be allowed up to two years to final completion or the fellowship money must be refunded. In addition, a final presentation of the project will take place at the Smithsonian Institution as well as at the Jazz Education Network (JEN) Conference. A written document/summation (non-exclusively) published through JEN is also required. The Ella Fitzgerald Charitable Foundation is prepared to make a grant between one thousand and five thousand dollars, and an additional thousand dollars may be awarded towards travel and accommodations if the Foundation deems this necessary. Grant proposals must include a research proposal that outlines the project, the relationship and benefit to specific jazz research areas, how the resources of the Smithsonian Institution will be used, and a proposed timeline (grant request not to exceed 1500 words), a list of collaborators, curriculum vitae, a letter of reference by the Department Chair or an expert in the field, and a detailed budget. Submissions must be completed online at www.JazzEdNet.org and are due annually by March 31. Grant awardees will be notified by May 1.

8. 2015 Convention • 28 research presentations throughout the 2014 conference ranging from historical and theoretical analysis to pedagogical tools and jazz advocacy, selected from 51 application • 15 poster presentations Friday 2-4pm with 8 posters only (no additional conference presentation) • Research Committee Meeting Friday 1pm • Dedicated Sessions: Grant Resources (Smithsonian, Chamber Music America), Best Practices, JAI Results and Next Steps

9. 1. Mapping the Field  Goals: - position JEN as an umbrella organization in the field to facilitate grant support, initiate new directions, and facilitate dissemination of information • create a central database that functions as a clearinghouse of information and resources available • formulate some of the central questions:  Why should we care about jazz and jazz research? • leveraging the jazz community in a crowdsourcing model towards gathering and refining some of the important research questions

10. 2. JEN Research Track 2016 • a themed track for the 2016 conference that calls for presentations in support of mapping and networking the field and setting goals for the future • submit selected papers to the Journal of Jazz Research for peer review to be published in a themed edition after the conference • present the first JEN Smithsonian Research fellow • present a 'Best Practices' and 'Resources' session based on our current discussions • have a general callout meeting towards more participation

11. 3. Jazz Research Committee and Jazz Audience Initiative In August 2011, the Jazz Arts Group in Columbus released the findings of a two-year national market study for jazz called the Jazz Audiences Initiative (JAI). JEN announces that it is now the primary repository for JAI data and will work to further this research and facilitate further discussions on this topic.

12. Jazz Research – Mapping the Field under the Jazz Futures heading • Jazz Education Network Introduction • Future of Music Coalition Introduction • Collaborating with Jazz Researchers • Questions for Participants • Take Aways

13. Artist Revenue Streams Data

14. most data policymakers see about health of music industry is based on record sales The Data Hole

15. radio fans advertiser radio station crowdfunding online fans grant music services ASCAP, BMI, SESAC SoundExchange ad-supported video label/aggregator publisher fan club TV appearance unions guest artist on someone else’s recording advertiser label/aggregator publisher movie soundtrack ASCAP, BMI, SESAC promoter booking agent live fans guitar endorsement speaking engagements students

16. overwhelming anecdotal evidence = pervasive industry myths The Data Hole

17. commercial and non-commercial sectors seldom mix, especially when it comes to data The Data Hole

18. The Artist Revenue StreamsData Set

19. radio fans advertiser radio station crowdfunding online fans grant music services ASCAP, BMI, SESAC SoundExchange ad-supported video label/aggregator publisher fan club TV appearance unions guest artist on someone else’s recording advertiser label/aggregator publisher movie soundtrack ASCAP, BMI, SESAC promoter booking agent live fans guitar endorsement speaking engagements students

20. Composing Income • Publishing Advance • Mechanical Royalties • Composition Commission • Public Performance Royalties • Broadcast Commission • Synch Licenses • Sheet Music Sales • Ringtones • ASCAPlus • Publishing Settlement • Performance Income • Salaries • Live Performance Fees The 42 Revenue Streams • Recording Income • Label Advance • Label Support • Retail Sales • Digital Sales • Sales at Shows • DPR • AARC • Background income • AFM Secondary Markets • SR Special Payments • AFTRA Contingent Payments • Label Settlements • Session Studio • Session Live • AFM/AFTRA Fund

21. The 42 Revenue Streams • Brand Related • Speaking Fees • Merch Sales • Fan Club • YouTube Partnership Program • Ad Revenue • Persona Licensing • Product Endorsements • Sponsorship • Acting • Knowledge of Craft • Teaching • Producer • Patronage • Fan Funding • Grants • Other Income • Administrator http://money.futureofmusic.org

22. Band/artist with a lot of merch Songwriter who does not record, perform or tour (classical) Player in major orchestra Player in member-directed orchestra Freelance classical musician Classical soloist Freelance non classical studio musician Freelance non classical touring musician Who did we talk to? • Band/artist on an indie label • Film/TV composer • Chamber music group • Jazz player and composer • Band/artist on major label • Self releasing work • Jazz player who plays existing compositions • Hip-hop music who composes own work, including samples • Nashville songwriter • Musician who has been heavily sampled • Band/artist that gets played on commercial radio

23. Professional Information • Memberships • # songwriting or recording credits • # bands • Genre of music • Support team information • Technologies used • Roles played • Label or publisher relationship • Airplay • Amount of time spent on music Additional Data Collected • Attitudes • Impact of Technology • Comfort with Technology • How would you rather spend your time? • Demographic • Age • Gender • Race • Education • Location http://money.futureofmusic.org

24. Data from ARS • Over 5,300 US-based musicians, performers and composers completed the survey • Over 81 in depth personal interviews with artists from every corner of the industry • 6 anonymous financial case studies reviewing income and expenses for real musicians http://money.futureofmusic.org

25. Percent of income derived from this revenue stream in past 12 months Distribution of income differed significantly by genre

32. Jazz Bandleader ARS Case Study

35. Jazz Sideman-Bandleader ARS Case Study

36. Benefits of Collecting Data • Evidence-based understanding, not anecdotal “hunches” • Ability to compare different kinds of artist models – “apples to apples” • “Reality check” on new business models – who really benefits?

37. Artist Revenue Streams Data • Audience for this Data: Artists, Journalists, Educators, Policymakers, Funders • Partnership Opportunities: with educators, researchers, and anyone serving the jazz community • How to Support: find ways to use the data in your work

38. Vienna Researcher Meeting • Saturday 4 October 2014 • In conjuction with Vienna Music Days • Co-Hosted by University of Music and Performing Arts Vienna • Topic: ways to work together to collect and share data about musicians and income in different countries • For more information: kristin@futureofmusic.org

39. Cultural Research Network • Online community of cultural researchers in all disciplines • Regular social meetings at researcher conferences • Webinars on research methods, data sets • Opportunities to get feedback on work • To learn more: https://groups.google.com/forum/#!forum/cultural-research

40. Jazz Research – Mapping the Field under the Jazz Futures heading • Jazz Education Network Introduction • Future of Music Coalition Introduction • Collaborating with Jazz Researchers • Questions for Participants • Take Aways

41. Jazz Research – Mapping the Field History? Economy? Pedagogy? Application? Market? Performance? Theory?

42. Coordination of US-based Jazz Community by Jazz Forward Coalition, Jazz Education Network and Future of Music Coalition GOVERNMENT AND MUSEUMS • Larry Appelbaum, Library of Congress • John Hasse, Smithsonian Institution • Cedric Hendricks, Congressional Black Caucus Foundation Jazz Forum & Concert • Katja von Schuttenbachand Mike Orlove, National Endowment for the Arts • Jocelyn Bogen, US Conference of Mayors ARTIST REPRESENTATIVES • Michael Bracy and Jean Cook, Future of Music Coalition • Gail Boyd, Gail Boyd Artist Management • Patricia Parker, Arts for Art • Melvin Gibbs, musician • Sara Donnelly, BlueSurge Creative RECORD LABEL • Richard Burgess, Smithsonian Folkways • Peter Gordon, Jazz Forward Coalition LIVE PERFORMANCE • Bill Brower, JVB Production • Jessica Denson, Blues Alley • Kevin Struthers, Kennedy Center  JOURNALISM AND MEDIA • Anya Grundman, Rishi Hingoraney, and Patrick Jarenwattananon, NPR • Willard Jenkins, WPFW • Michael Ricci, All About Jazz • Giovanni Russonello, Capital Bop • Lee Mergner, Jazz Times • John Murph, Journalist • Ed Trefzger, Jazzweek EDUCATION • Andrew Taylor, American University • Martin Mueller, New School • Monika Herzig, Jazz Education Network PRIVATE FOUNDATION • Josh Kohn, Mid-Atlantic Arts Foundation • Jeanette Vuocolo, Chamber Music America

43. Coordination of Jazz Community by Jazz Forward Coalition, Jazz Education Network and Future of Music Coalition • cultivating a stronger research base in order to connect strong personalities and provide common action ground

44. Areas of Shared Work Identified by Stakeholder Meeting Education: • Teaching Methods • Teaching Materials • Curricula Preservation: • Theory (Composition/ Arranging/ Analysis) • History (general, biographical) Promulgation: • Economics (working conditions, media, recording/ distribution, branding/ marketing, support organizations, grant/ financial resources • Audiences (concert presentation, audience demographics, programming) • Sociological/ Psychological (social trends, preferences, theories) How does existing and future research support these areas of work?

45. Goals of Research Working Group • Identify research buckets (categories) and gaps • Identify data that justifies decision making • Identify economic and social impacts, market data • Take stock of available research and resources • Connect researchers and practitioners • Identify gaps for advocacy

46. Organizations Touched by the JEN Research Working Group Jazz Journalist Association (JJA) Chamber music America (CMA) Jazz Arts Group Columbus Jazz Forward Coalition (JFC) Association of Performing Arts Presenters (APAP) Jazz Education Network (JEN) Manchester Craftmen’s Guild (MCG) National Endowment for the Arts (NEA) Thelonious Monk Institute Jazz at Lincoln Center International Jazz Festivals Organization (IJFO) Jazz St. Louis American Jazz Museum, Kansas City

47. Pending Committee Members • Ed Berger (Rutgers Institute) • Bob Breithaupt (Capital University) • Jean Cook (Future of Music Coalition) • Monika Herzig (University of Indiana, JEN) • Tom Sykes (Rhythm Changes) • John Hasse (Smithsonian Institution) • Ryan Maloney (Jazz House Kids) • Christy Farnbauch (JAI) • Joshua Renick (Jazz at Lincoln Center) • Vince Outlaw (Jazz88 San Diego)

48. Jazz Research – Mapping the Field under the Jazz Futures heading • Jazz Education Network Introduction • Future of Music Coalition Introduction • Collaborating with Jazz Researchers • Questions for Participants • Take Aways

49. Request for Input • What are available data sets and resources for jazz researchers? • Categories of stakeholders • Categories of research • Survey summary • Other researcher networks?

50. Current Jazz Research Journals • Online Journals - free access     Current Research in Jazz  http://www.crj-online.org/     Hardbop (not refereed)  http://www.crj-online.org/     Journal of Jazz Studies  http://newarkwww.rutgers.edu/IJS/JJS.htmlPrint Publications - by subscription     Brilliant Corners: A Journal of Jazz and Literaturehttp://www.lycoming.edu/brilliantCorners/default.aspx#.UPQ2cqGH2Sc     Jazz Forschung/Jazz Research http://www.jazzresearch.org/jf/     Jazz Perspectives  http://www.tandfonline.com/toc/rjaz20/current     Jazz Research Journal  https://www.equinoxpub.com/journals/index.php/JAZZ Further academic research can be found in journals on music education, music theory, music history, ethnomusicology, psychology, creativity, history, sociology, and more