1. OCLC Reference Services Presentation to The International Coalition of Library Consortia October 1, 1998

2. Today’s Presentation FirstSearch and Electronic Collections Online: –Overview and Update –The New FirstSearch –Consortial Pricing, Packaging, and Licensing New Directions

3. What is FirstSearch? References to tens of millions of journal articles, books, reference works, and other information Full text Online Library holdings ILL Document delivery

4. What is FirstSearch Electronic Collections Online? Web-based electronic journals service Supporting efforts of libraries in selecting, acquiring, circulating, managing, and archiving academic and professional journals

5. FirstSearch Today 7 years old 72 databases 14,000 institutions world wide 102 consortia world wide Over 52 million searches FY 97/98 40% growth over previous year

6. FirstSearch Benefits WorldCat Integrated resource sharing facilities Breadth of content - aggregation Integrated e-journal management and access

7. FirstSearch Update SIRS, Responsive Database Services, World Book, IAC, ATLA, Facts On File, and Softline New features added to FirstSearch Web Initial ECO integration French and Spanish interfaces

8. French interface

9. Spanish interface

10. ECO Today 1 year old 35 publishers 1,600 journals under contract Over 1,000 online Backfile generally begins with 1997 Over 160,000 articles

11. Participating Publishers 9/98 Academic Press Adis International Allen Press, Inc. American Meteorological Society Blackwell Science Blackwell Publishers British Medical Journals Carfax CRC Press Current Science Health Affairs IChemE IMechE Johns Hopkins U. Press Jossey-Bass Kluwer Lawrence Erlbaum  Marcel Dekker  Mary Ann Liebert  MIT Press  Munksgaard  National Research Council  OSU Press  Oxford University Press  Plenum Publishing  Rand Journal of Economics  Routledge  Royal Society  Royal Society of Chemistry  Royal Society of Medicine  Sage Publications  Scandinavian University Press  Sigma Theta Tau Nursing Society  Stockton Press  Taylor and Francis

12. ECO Collection Diversification

13. ECO Benefits Archiving commitment (http://www.oclc.org/oclc/eco/archive.htm) FirstSearch integration Title level collection management Publisher aggregation Cross-journal searching Cataloging records Detailed usage statistics article level

14. ECO Update Focused on academic & professional journals Integration with FirstSearch ECO A&I database Links to WorldCat, MEDLINE, EconLit and Social Science Abstracts

15. The New FirstSearch “Innovation through Integration”

16. The New FirstSearch Leverages library investments OCLC, Resource sharing, local systems & other Tightly integrated full text and library/consortia holdings Enhanced feature set Automated database selection and defined cross-file searching Thesaurus-aided searching Relevance ranking and other sort options

17. The New FirstSearch Sophisticated interface Novice and Expert Flexible and customizable to support consortia purchasing and accessing New authentication methods Extensive control at the individual library level

18. Consortia Pricing, Packaging, and Licensing

19. Consortial Pricing and Packaging Libraries are changing what and how they buy Consortia are larger and more diverse than ever Consortia are crossing borders

20. Current Consortia Pricing Flexible options Per-search, subscription, and combination Volume discounts FTE and site based pricing ECO Access Account Per journal title Volume discounts Investigating pricing models Seeking win-win-win solutions

21. Reference Pricing Issues Complex multi-level purchasing Group, subgroup, individual institutions Consortial purchasing dominates Most information providers continue to have single institution based approaches “Chicken and egg” Providers have no standard approach to group pricing Time consuming, frustrating, mixed results Same issues for e-journal licensing

22. Reference Pricing Initiatives OCLC’s Pricing Goals for Members Simplification Fairness Reward membership Supportability Economic viability

23. ECO Licensing Programs Print Subscriber Program Get electronic version at no additional charge 400 titles from 12 publishers Journal Licensing Program One-stop shopping Consolidated billing for journals and access Includes pricing with terms & conditions Electronic Subscription Program Substitute electronic for print 700 titles from 11 publishers

24. Reference Licensing Initiatives Completing review of Principles for Licensing Electronic Resources OCLC intends to revise existing terms for its own content, and advocate adherence of new terms by participating database producers and publishers.

25. Future Directions for OCLC Reference Services

26. Future Directions Development of content and services for and with the global membership Helping libraries move from print to electronic journals Developing publishing & archiving services for libraries and consortia Enhancing global resource sharing capabilities Increased library representation and advocacy

27. Cooperative Online Resource Catalog - A Research Project - Cooperative selection and description of new media - Web resources Automated resource selection Automated cataloging (metadata creation) Web page creation and management Linkage and metadata maintenance Building on InterCat & NetFirst

28. OCLC Electronic Archiving Pilot Programs Collaborative projects with libraries, museums, foundations... Evaluating user-paid and supplier-paid models Interface usability testing Leveraging FirstSearch, PresRes & TechPro services Investigating various technical solutions Evaluating pricing models

29. OCLC Electronic Archiving Pilot Programs Federal Depository Library Program Joint project with GPO and NLE Online access to ERIC Research Reports Available to select libraries via FirstSearch Special Collections 10 content providers representing 8 collections OCLC provides storage, access and some metadata Providers include: Library of Congress, CLIR, U-Chicago Northwestern, U-Illinois, NYPL Grand Rapids PL and others

30. In Summary Current and future services Pricing, packaging and licensing New directions for collaboration