1. 1 Institutional Identifiers and the Journal Supply Chain Efficiency Improvement Pilot Helen Henderson Ringgold Ltd UKSG Conference Briefing Session Warwick, April 2007

2. Topics Institutional Identifiers – quick overview How Identifiers are used in the supply chain Complexity of journal supply chain Journal Supply Chain Pilot Future activities

3. Institutional Identifiers Location definitions Delivery Codes Inter-lending Codes e.g. SAN, MARC Organization Codes, GLN, ISIL Financial/business information D-U-N-S numbers Company numbers Tax identifiers

4. How are they used? Licensing Marketing Customer analysis Authorization Authentication Optimising support of the journal supply chain

5. Licensing Big deals Consortia Opt-in and Opt-out Global companies Aggregators Overlap analysis Changes in groupings M&A, NHS

6. Marketing & Customer Support Market penetration Gap analysis Renewals Institution overview (authors, editors, referees, customers)

7. Customer analysis Group customers Internationally By sector By location Compare to universe Sectors Country markets

8. Authorization & Authentication Who is the institution What rights do they have Who can exercise these rights How can they be activated IP, Athens, Shibboleth, User ID/Password, Certificates Institutional Registry

9. 9 Journal Supply Chain - Today Publisher Individual Department Library Consortium Agent Online Hosting Online Hosting Aggregator Organization

10. Journal Supply Chain - complexity Electronic era has changed workflows Publishers have more direct contact with customers Increase in large bulk negotiations Mixed institutions (commercial, academic) Overlapping & enlarged consortia New authentication mechanisms

11. www.journalsupplychain.org

12. Journal Supply Chain Efficiency Pilot (JSCEI) Current Participants British Library HighWire Press HighWire Publishers Ringgold Swets UK Libraries 9 work packages

13. Scope UK subscriber information Ringgold’s Identify database Mapping transactions between participants Evaluating effort needed to standardize transactions Evaluating benefits

14. How Ringgold is involved Institutional Database 67,000 institutions worldwide All sectors (academic, corporate, government, NfP) 35+ publishers using database and identifiers

15. 15 Institutional Relationships CDC Subscriptions

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18. JSCEI Current Status 6 work packages completed Interim Report produced Continuing along chain, now working with publishers and hosting services Investigating expanding pilot outside UK and existing participants

19. Main outstanding issues Granularity Message formats Systems support Business model Governance & standards

20. Granularity Different levels of information and granularity needed for different transactions: Library > Agent Agent > Publisher Publisher > Hosting Service Agent > Hosting Service

21. Message Formats Need standardization ICEDIS XML Identifiers

22. Systems Support ILS ERM Agents Fulfilment Authentication Authorization

23. Business Model Must be sustainable Someone must pay Gaining most benefits and value

24. Governance & Standards Ensure continuity Metadata definitions Linking allowed: Communication formats Institutional hierarchic data maintained Standards are “Public” and “Open”

25. 25 Ringgold Institutional Identifiers Journal Supply Chain - Fixed Publisher Affiliated Individual Department Library Consortium Agent Online Hosting Online Hosting Aggregator Organization Independent Individual

26. Next Steps Ringgold look-up service for Identifiers Expand to other geographic areas and participants Evaluate business models Industry standards

27. Questions & Discussion helen@ringgold.com