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Serials Resource Management for the 21 st Century: An Introduction

Serials Resource Management for the 21 st Century: An Introduction. The role of the intermediary. Agenda. What do subscription agents do? The players Choosing an agent Services to libraries and publishers Consortia Online services Consolidation The future.

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Serials Resource Management for the 21 st Century: An Introduction

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  1. Serials Resource Management for the 21st Century: An Introduction The role of the intermediary

  2. Agenda What do subscription agents do? The players Choosing an agent Services to libraries and publishers Consortia Online services Consolidation The future

  3. What do subscription agents do? Single point of contact: Acquisition Budgeting Managing (e.g. Claiming, link resolution etc.) Reporting Invoicing Access Negotiation

  4. Domestic Publishers Academic Libraries Subscription agent International Publishers Online services Govt.publishing Public, health, government libraries Librarians, internal clients, researchers Learned societies Email Corporate BIS Depts. Aggregators Fax / Phone Book / newspaper suppliers Consortia Printed instruction

  5. International agents EBSCO Harrasowitz Prenax Swets Country-specific agents Basch, Wolpers, WT Cox (USA) Kinokuniya, Maruzen, USACO (Japan) DA Subscriptions (Australia) The players (alphabetically!)

  6. Choosing an agent Eggs and baskets Tenders Pricing of services Service level agreements Implementation Negotiation with publishers

  7. Services to Libraries Single point of contact Up-to-date database Current pricing and product information Online purchasing and management Publisher relationships Invoicing

  8. Services to Libraries … continued Claiming Consolidation (print only) Renewals Electronic content acquisition, access and management Cost cutting Management reporting

  9. Services to Publishers Centralised ordering Consolidated claiming Outsourced customer service Management information and marketing Invoicing, currency exchange and credit control Renewals Managed negotiations

  10. Consortia • Buying power • Management resources • Licence negotiation and implementation • Legal frameworks • Control over service levels • Influence post-negotiation

  11. Online services • Acquisition • Access • Implementation • Management • Expert advice

  12. Acquisition Need assessment Standardised terms Negotiation Evaluation / trials Instant access

  13. Access Agents’ Gateways Stand-alone access portals Link resolvers Bespoke LMSs E-procurement platform compatibility

  14. Management • Subscriber information storage (IP addresses, access rights, etc.) • Claims for access problems • Renewal management • Change of circumstances (use, budget cuts (or increases!)) • Usage statistics • Management information

  15. Implementation • Questions to ask: • quality and experience of the team • demonstration of understanding • agreement of project plan • deadlines (and penalties) • to trial or not to trial …

  16. Consolidation • Ordering and check-in • Online reports of received and despatched issues • Automatic claiming • Labelling, tagging and routing lists • Bundling and shipping

  17. The future for agents “Open access has lost its momentum” Bobby Pickering, IWR “Big deals will bypass agents” Senior librarian at major British university “The margins will disappear to nothing” Anonymous subscription agent

  18. Serials Resource Management for the 21st Century: An Introduction The role of the intermediary

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