icolc 2003 september 16 th, 2003 san diego, california alan j. hess coo, swets blackwell, north...
TRANSCRIPT
ICOLC 2003September 16th, 2003
San Diego, California
Alan J. HessCOO, Swets Blackwell, North America
Zsolt SilbererManager, Group Purchasing Solutions
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An International Company
The NetherlandsLisse
MexicoMéxico City
Australia Melbourne
NorwayOslo
Belgium Sint-Niklaas
RussiaMoscow
BrazilSão Paulo
SingaporeSingapore
CanadaOttawa
South AfricaCenturion
ChinaBeijing
South KoreaSeoul
DenmarkKøbenhavn
SpainBarcelona
FranceTrappes
SwedenSolna
GermanyFrankfurt am MainBerlin
TaiwanTaipei
ItalyMilano
UKAbingdon
JapanTokyo
USAExtonRunnemede
Over 1,200 global staff members Offices in 23 countries on six continents Communicating in 25 languages Local presence on a global scale
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About Swets Blackwell
Swets Blackwell is a wholly owned subsidiary of Royal Swets & Zeitlinger, B.V. In 2002 we had:
- Revenues of €1.14 billion
- Services in over 140+ countries and with 11,000+ customers
- Processed 2.1 million subscriptions
- A catalog with over 250,000 journals, newspapers and magazines
ISO 9001 quality accreditation for the 3rd year running – the only subscription agent with this status in the world
Royal Swets & Zeitlinger
Royal Swets & Zeitlinger
Swets BlackwellSwets Blackwell
S & Z PublishingS & Z Publishing
Swets FarringtonSwets Farrington
ExtenzaExtenza
Swets BacksetsSwets Backsets
Swets Test InternationalSwets Test
International
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Our Perspective on the Market
1. Economic Factors Funding crisis with significant
reductions in budgets Increased pressure to cut costs but
maintain service levels
2. Market Pressures Consolidation of publishers place
emphasis on:- Going direct
- Bundling
Small and society publishers have difficulty servicing consortia models
Outsourcing of administrative services and functions not core to the library can realize cost savings.
Value proposition to publishers as an intermediary.
Working through an intermediary that has the marketing, sales and support functions are essential for small publishers.
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Our Perspective on the Market cont’d…
3. Access Needs Greater access to electronic journals
demands:- Set-up- Maintenance- Licenses- Reporting
4. Standardization Nature of ejournal access lacks
standards and consistency. Nature of consortia agreements are
still mixed Roughly one third of journals are
online, but pricing is still tied to the print price and lack of clear model
A single gateway helps to alleviate the complexity of interfaces and access points to electronic content.
Co-operation amongst publishers, agents and consortia can help bring about greater standardization
License bank
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Swets Blackwell Strategy
CustomerSatisfactio
n
CustomerSatisfactio
n
FinancialStability
FinancialStability
Market LeadingServices
Market LeadingServices
Effective Use ofTechnology
Effective Use ofTechnology
Strategic PublisherRelations
Strategic PublisherRelations
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Swets Blackwell is about Service & Process Improvement
Market Leading Services Global customer service centers Dedicated customer service account managers Academic and Corporate Customer Advisory Boards PACE Project for Process Improvement
Process re-engineering across operations and customer services Continuous training
Financial stability Solid Dun & Bradstreet Rating
Rated “4A” – highest rating possible at level of revenue Financial Strength = 4th of 754 companies in sector
Variety of financial guarantees for customers Continuity and experience of senior management
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Swets Blackwell is about Service & Process Improvement
Strategic Publisher Relations Co-location with global centers of publishing Quality focused Key Performance Indicators Partnering to deliver services identified by our customers
Effective Use of Technology Online management through our web-based tools Ongoing SwetsWise development with 3 releases in 2003 Emphasis on customer service training PACE:
Implementation of enhanced systems tools to support new processes
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Swets Blackwell Services
SubscriptionManagement
eJournal’sManagement
eJournal’sManagement
Web-basedSubscriptionManagement
Web-basedSubscriptionManagement
Single SourceOrdering &
Consolidation
Single SourceOrdering &
Consolidation
E-LicenseManagement
E-LicenseManagement
E-LicenseBrokeringE-LicenseBrokering
eJournal’sAccess
eJournal’sAccess
SwetsWise / DSC
FastPlus
ConsortiaServices
SwetsWise is the pre-eminent platform for access to : E-journals Administration / Ordering Budgeting / Invoicing
Providing a single point of contact for order, customer service, administration and consortia administration.
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Consortial Current and Past Initiatives
Single Source Ordering & Consolidation USA: OHIOLink UK: National Electronic Site License Initiative for UK Higher Education (NESLI)
Electronic Journals Management (SwetsWise) CGIAR - Consultative Group on International Agricultural Research Iceland: National access to electronic journals
E-License Brokering & Management Belgium: Vlaams Overlegorgaan inzake Wetenschappelijk Bibliotheekwerk (VOWB) Belgium: Bibliothèque interuniversitaire de la Communauté française de Belgique,
a.s.b.l. (BICfB) & Conseil Interuniversitaire de la Communauté française de Belgique (CIUF)
CGIAR - Consultative Group on International Agricultural Research Greece: Hellenic Academic Libraries Link (HEAL Link) Iceland: National access to electronic journals Korea: Korean Electronic Site License Initiative (KESLI) Sweden: The SFCC National Hospital Consortium
Administer Specific Agreements with Publishers UK: RESCOLINC - UK Research Councils Turkey: The Consortium of Anatolian University Libraries (ANKOS)
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Swets Blackwell Selected as OHIOLink Vendor
Broad agreement for Swets Blackwell services to include:- Consortium-wide handle charge
- Single consortial license with specific abridged member agreements
- Dedicated customer service agents
- Consortial listserv
Uniquely defines a consortium-wide Service Level Agreement for quality of service
Partnership to explore additional consortial services Availability of online information for invoices and payment status Quarterly service review meeting
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Consortial Models
•
Ad Hoc / Loosely ConfederatedAd Hoc / Loosely Confederated1
Narrow ScopeNarrow Scope2
Broad ScopeBroad Scope
3
• Exploring consortial method as a means for cost savings
• Usually a single lead individual or organization
• There is no committee or formal infrastructure
• Informal organization of members derived out of a single objective
Objectives:• Cost savings• Information sharing
Examples:• MHSLA,• Intermountain HealthCare• Oxfordshire bioscience
network
• Established group with previous buying experience
• Formal infrastructure• Some gov’t or member
funding• Staff are seconded from
member organisations or very small
Objectives:• Reduce Costs through
consortial purchasing• Provide greater access
Examples:• NERL, AZHIN, NELLCO• CNSLP• FAK, SUPC
• Strong infrastructure (systems)
• Staffing for administration• Sourcing / Brokering• Gov’t and/or member funded
Objectives:• Greater efficiencies• Access with lower costs
Examples:• OCUL, OHIOLink, CARL• Palinet, Solinet Nelinet• HEALink, JISC,
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Consortial Service Components
Collection assessment
Prioritization
Budgeting
Technical assessment
License development
Agree on must-haves
Type of access & deal
List of key publishers
Reporting
Enable access
Maintain e-deals
Co-ordinate ordering
Aggregate e-payments
Renew and review
Customize to needs
Gateway to ejournals
Desktop access
User admin & reporting
BrokeringBrokering
PlanningPlanning AdministrationAdministration
InvoicingInvoicingSwetsWiseSwetsWise
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Examples of Consortia Service Uses?
Ad Hoc /Loosely
Confederated
PlanningPlanning BrokeringBrokering AdministrationAdministration
• Evaluating the available journals
• Evaluating costs of acquisition
InvoicingInvoicing
NarrowScope
BroadScope
• Negotiate deals with publishers
• Assist with license development
• Maintain a license bank and renew ejournals
• Negotiate special deals
• Administer licenses• Enable access• Manage access
through gateway
• Individual member invoices and line item billing
• Enable access• Manage access
through gateway
• Manage line-item invoices for members
• Consolidated billing and payment
• Consulting on technical solutions for e-access for members
• Maintain a license bank and renew ejournals
• Administer licenses• Manage access
through gateway• Provide commun-
ication tools
• Individual member invoices and line item billing
• Consolidated reporting
• Consulting on budgeting for renewals and member union list
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Swets Blackwell and ALPSP
Feb/Apr 2002 Round table discussions with publishers
Jul 2002 ALPSP Consortia Selling Initiative
Mar 2003 ALPSP opened tender and Swets Blackwell submitted proposal
Apr 2003 Swets Blackwell and Extenza presented their solution to ALPSP
Apr 2003 Tender awarded and a letter of understanding was signed
Apr 2003 Press release was distributed on the awarding of tender to Swets Blackwell / Extenza and information session held for publishers
Jul 2003 Swets collects information from publishers and develops contracts and licenses from a blank slate
Aug 2003 Swets Blackwell signs publishers and agrees to: Organize and sells the ALJC under a single umbrella contract, Deliver the ALJC through a single delivery platform (SWoc) Create ALJC web portal for access supported by Extenza
Sep 2003 Swets Blackwell press release on availability and pricing of ALJC
Notable: Swets Blackwell has negotiated powers of attorney to sign on behalf of
ALJC signatories. Swets Blackwell has established a single price model for consortia for all
ALJC journals.
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About ALPSP and Extenza
Association of Learned and Professional Society Publishers (ALPSP) ALPSP Secretary-General: Sally Morris ALPSP serves, represents and strengthens the community of not-for-profit
publishers, demonstrating their essential role in the future of international academic and professional communication
272 members in 27 countries
Extenza A division of Royal Swets & Zeitlinger, delivers outsourced solutions for
publishers through 3 business units- Extenza-Turpin (distribution and fulfilment for journal and book
publishers);
- Extenza e-Publishing Services (on-line publishing, hosting and delivery);
- Extenza Marketing Solutions (telemarketing and direct marketing). Provide internet hosting, data conversion and web delivery of journal material,
instantaneous access for librarians and researchers, subscription control, transparent integration with intermediaries and usage reporting.
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ALPSP Learned Journal Collection Publisher Participation
Medical and Life Sciences (85 journals) American Institute of Biological Sciences (1) Australian Academic Press (3) British Psychological Society (10) Carden Jennings Publishing Co. Ltd (3) Hindawi (1) Institute of Psychoanalysis (1) IOS Press (25) Makerere (1) Multilingual Matters / Channel View Publications (1) Royal Society of Medicine Press (12) Society for Personality Research (1) Swets & Zeitlinger Publishers (21) The Royal Society (2) Walter de Gruyter (4)
www.alpsp-collection.org
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ALPSP Learned Journal Collection Publisher Participation
Science and Technology (57 journals) Chartered Inst of Building (1) Hindawi (11) Institution of Chemical Engineers (3) IOS Press (21) Multilingual Matters / Channel View Publications (1) Royal Swedish Academy of Sciences (1) Swets & Zeitlinger Publishers (5) The Royal Society (4) Walter de Gruyter (10)
www.alpsp-collection.org
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ALPSP Learned Journal Collection Publisher Participation
Arts and Humanities (129 journals) ALPSP (1) Australian Academic Press (2) Beech Tree Publishing (4) British Psychological Society (10) Imaginative Minds (1) Institute of Psychoanalysis (1) IOS Press (7) Kingston Press (2) Multilingual Matters / Channel View Publications (16) OECD (36) Questions Publishing (7) School of Social Work (1) Swets & Zeitlinger Publishers (12) The Royal Society (1) Vathek (4) Walter de Gruyter (24)
www.alpsp-collection.org
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Value of the ALPSP Learned Journals Collection
A simple and affordable way to continue accessing priority, high quality content Cross-publisher, discipline-specific subsets Value for money (extra content for a small fee) Simplicity (one license) Current content with no embargoes Licensing small numbers of journals is costly – in time and money – to both sides Free Trial Period ALJC is available as a Complete Collection or in three specific disciplines:
- Medicine and Life Sciences (85) £ 24,530 US$ 38,810 € 34,540
- Science and Technology (57) £ 24,330 US$ 38,390 € 34,470
- Arts and Humanities (129) £ 18,450 US$ 29,990 € 26,030
- Total Collection (249) £ 60,570 US$ 96,170 € 85,270
* Fixed price increase guaranteed for 3 years
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ALSPS Collection – quality content
90% are peer review journals Many are ranked in the top of their group for ISI Impact Factor:
- Royal Society (Proceedings: Biological Sciences incorporating Biology Letters)
- British Psychology Association (British Journal of Social Psychology)
- American Institute of Biological Sciences (Bioscience)
- IOS Press (Journal of High Speed Networks)
- Carden Jennings (Heart Surgery Forum)
Many are official journals of the societies Approximately 40% of the collection is indexed in ISI Web of Knowledge Remaining 60% represent practical application and/or interdisciplinary journals
- Multilingual (International Journal of Agricultural Sustainability)
- Institution of Chemical Engineers (Chemical Research and Engineering Design)
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ALPSP Package Pricing (Site-wide)
Value of Current Aggregate Print Spend from CustomerValue of Current Aggregate Print Spend from Customer
a) Proceedings: Biological Sciences inc. Biology Lettersb) Journal of Non-Equilibrium Thermodynamics c) Journal of High Speed Networks
+ALJC Bundle PricesALJC Bundle Prices
Options:1.Medicine & Life Sciences £24,530 US$38,810 €34,5402.Science & Technology £24,330 US$38,390 €34,4703.Arts & Humanities £18,450 US$29,990 €26,0304.Custom Selection TBD
=
e-Access Fee Pricese-Access Fee Prices
X
Options:1. Print + Internet 10%2. Internet-only 6%
ExampleExample
Journal 3A + 5B + 10C2($1127) + 5($765) + 10($477)= $10,849
They choose option 2
ALJC Bundle = $38,390
+
X
They choose option 2
Bundle $38,390 x 6% = $2,303
=e-Access Fee + Aggregate Print Spende-Access Fee + Aggregate Print Spend Total = 10,849 + 2,303 = $13,152
3titles
57titles
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ALPSP Bundling Value
If one has half (43) the journals in the Medicine and Life Sciences collection (86) with the highest priced titles on 3 subscription per title
If one chose Print + Internet for the Medicine and Life Sciences
$50,761 for 43 journals
$3,881 for an additional 43 journals
7% increased for 50% more journals
Is this a good deal? YES1. If one has a less than 74-83 titles from a collection, such as, Medicine and
Life Sciences (a total of 86 journals).
2. If one has less than 186-244 titles from the whole the collection (a total of 248 journals)
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Discussion Points
With this new model does the value match the need? What are the strengths and weaknesses of this model? What are your thoughts on the pricing model What are your expectations and needs going forward? Is this the role you expect from your subscription agent?