1. Swets Information Services UKSG - Serials Resource Management - 19 Oct 04, Glasgow Lesley Thomas Corporate Sales Manager

2. UKSG Agenda – The agents – What the agent does – Services to publishers – Services to libraries – Buying, managing and accessing online – Consortia and multi-site management – How we are financed – New roles and changing relationships – Summary

3. UKSG The Agents Swets Information Services (Everetts) EBSCO (divine) Harrasowitz New players: Prenax, Infocandy Deal with all library markets worldwide, Academic, Health, Government & Corporate

4. UKSG What does an Agent do?

5. UKSG What does an agent do? AGENT Library Publisher

6. UKSG Services to publishers –Financial risk management –Help cash flow –Administrative management –“Many to one” –EDI –Marketing/visibility –Agents can enable publishers enhance their position in the market

7. UKSG Services to publishers –Management Information –Renewal Status Report, Online Conversion Rates –Participation in online Gateway services –E.g. SwetsWise online content –Market Information –E.g. Swets E-Journal Survey, Price Increase Report –Consortia / Multi Site Services

8. UKSG Services to Librarians - Print – One Client Service contact – Language and Industry specialists – One Renewal Invoice – Simplified ordering and payment – Consolidation service – Management reports (Holdings lists, quotations) – Consortia Negotiation Buy, access and manage

9. UKSG New services to libraries and companies without libraries – Buying online – SwetsWise subscriptions

10. UKSG Buying online – SwetsWise Subscriptions

11. UKSG Managing online

12. UKSG Underlying principles – Desk top ordering – Budget control – Approval process – Duplicaton – Maverick spend – Credit card payment – E-procurement linking – Online reporting – Searchable catalogue

13. UKSG Services to Librarians - Electronic – Provide Library with a report of all e-journals – Assist you with your planning and decision making – Pricing and information

14. UKSG Order, renew, upgrade, cancellation, Claim – Submit orders & Upgrades to publishers – IP numbers, licence agreements, publishers references, password requests, upgrades of subscriptions within 24 hours – Subscription information retained after cancellation for future e-access claims – Automated free with print set up – Set up via aggregator service or direct with the publishers – Claim

15. UKSG Maintaining control of your Electronic journal subscriptions – Aggregator Services (Swetswise Online Content, EBSCO Host) – A-Z Services (TD Net, Serials Solutions) – Open URL systems (SFX) – Customers own service

16. UKSG SwetsWise Online Content – A-Z list – advanced search functionality – Search across more than 2.5 million full text articles

17. UKSG Underlying Principles – Depth of content – Ease of access – IP, username and password, Athens single sign on – Total management

18. UKSG Consortia and Multi-site Management New and complex challenges in E-world – E-journals are more frequently offered in packages – Prices are negotiated – More organizations bundle to get better deals – Access to these different packages

19. UKSG Consortia & Multi-site Management – A dedicated, specialist team – Services for consortia and multi-sited organizations – About e-deals – Operates according to your aims and objectives

20. UKSG How is the agent financed? Agent Library Publisher Commission £’s Service Service charge £’s Large Volume (S > $1,000,000,000) Small Margin (single %’s or fixed fee)

21. UKSG New roles and changing relationships -Publishers dealing direct -Often partner and competitor -Decisions made outside the library, new contacts – IT Purchasing department -Consortia Purchasing – agent as negotiator -Increase in use of outsourced services -Budget restraints – increase use of consolidation -End users - Amazon for journals? -Pay per view -Decreased margins -New players -Increased expectation from customers and publishers

22. UKSG The Role of the Subscription Agent – Summary –The key intermediary between publishers and subscribers –Single point of contact –Provide services that offer both administrative and financial benefit –Industry expertise in an environment of rapid change