1. 1 SSP: Next New Things Project Transfer Nancy Buckley UKSG Project Transfer Burgundy Information Services Ltd

2. SSP 6-8 June 2007 2 Briefing session overview About Project Transfer The story so far Principles of phase 1 Code of Conduct Future Direction Why is Transfer important? More information

3. SSP 6-8 June 2007 3 About Project Transfer Formed in April 2006 Aim: Improve Procedures for Journals Transferring Between Publishers Contributions from Librarians, Publishers and Agents/Intermediaries and Aggregators

4. SSP 6-8 June 2007 4 The story so far… Formed a Working Group & Advisory Board Held quarterly meetings throughout 2006 Brainstormed all issues surrounding journal transfers Drafted our Aims and Scope Outlined our roadmap for a three phased approach Launched our logo and website Released the Transfer ‘Code of Conduct’

5. SSP 6-8 June 2007 5 The story so far… Also engaged in outreach to ensure that the Project was understood globally Int. Coalition of Library Consortia (ICOLC), Rome Charleston Library Conference, US Japanese Library Fair, Tokyo STM Production Meeting, London ICDL, Delhi Electronic Resources & Library Conference, Atlanta US North Carolina Serials Conference, US UKSG Annual Conference, Warwick, April 2007

6. SSP 6-8 June 2007 6 Phase 1: Code of Conduct Extensive drafting and consultation over a 3 month period Launched on 16 April 2007 at UKSG Annual Conference Aim: to achieve a commitment from all publishers to support the work of Transfer and to improve publishers’ internal systems and processes, in order to ensure that end-users and librarians enjoy continued access to electronic content Still some final refining to take place

7. Principles of the Code of Conduct 1 To ensure that customers and end-users do not lose access to content they subscribe and pay for: HOW? Continued access on the transferring publisher AND receiving publisher website for minimum 6 months Receiving publisher gives free access to all for one month after the effective transfer date SSP 6-8 June 2007 7

8. Principles of the Code of Conduct 2 To recommend the free & timely handover of subscriber lists from the transferring to the receiving publisher HOW? By clarifying subscriber types: subscribers, consortia subscribers, those with access Recommending a standardized presentation of subscription data SSP 6-8 June 2007 8

9. Principles of the Code of Conduct 3 Ensure communication to customers is effective and timely HOW? Referring URL’s or links between the two publishers websites Informing customers of transfers in good time: Transfer recommends three months notice Following CrossRef DOI name ownership protocols SSP 6-8 June 2007 9

10. Publishers Aligned to the Code: 1.Taylor & Francis Publishers 2.Sage Publications 3.Symposium Journals 4.Mary-Anne Liebert Inc Publishers 5.Haworth Press SSP 6-8 June 2007 10

11. SSP 6-8 June 2007 11 Future Direction Phase 2: Auditing compliance to the code Compliancy measured from 1 st Jan 2008 How to assess compliancy? Publisher level? Journal level? Ongoing monitoring of compliancy Phase 3: Transfer web service An online resource which tracks and lists journal transfer data Funding model: sponsorship/advertising Timeframe: RFP September 2007

12. SSP 6-8 June 2007 12 Why is Transfer important? For Publishers, libraries and societies Ensures consistent access to users Shows that commercial publishers can collaborate Helps to show that online journals are a robust and sustainable format Less fuel for the fire of open access advocates Improves renewal period and processes for all concerned

13. 13 More Information www.projecttransfer.org Nancy Buckley: nancy@burgundyservices.com nancy@burgundyservices.com