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									Is There a Role for Agents
 in the Age of E-Journals
      and Consortia?

                            Cary Bruce
              EBSCO Information Services
                              June 2004
 Some Current Theories

 Handling of E-Journals is easier than handling print
  therefore no external support is needed.

 Agents do not add value in the electronic world.
  Their focus is on print.

 It is less expensive to buy electronic directly from
  the publisher because we save the service charge
  and get a publisher discount. Also publishers will
  not allow agents to handle the transaction.


                           2
  Managing e-journals:
challenges for the library




             3
                                               License
E-resource life cycle        Trial use
                                                terms           Order

Libraries        Assess
                                                   Price            Pay
               need/budget                               Evaluate


                                         Acquire

                    Evaluate
                    Monitor                        Provide Access




                        Provide Support            Administer




                                          4
E-resource life cycle
Libraries
                                                               IP Addresses
                                                                   Register
                                    Acquire                       Proxy Servers
                                                                      Catalog
                   Evaluate                                         Portals/Access
                   Monitor                    Provide Access             lists
                                                                         Campus
                                                                     authentication
                                                                         URL
                                                                     maintenance
                        Provide Support       Administer




                                      5
E-resource life cycle
Libraries

                                    Acquire

                   Evaluate
                   Monitor                    Provide Access




                        Provide Support       Administer
                                                                       User IDs
                                                               Admin module
                                                                information
                                                            Preferences
                                                              (store)
                                                        Holdings lists
                                                          Access
                                                        restrictions
                                                   View rights for       Claiming
                                                        use
                                      6
E-resource life cycle
Libraries

                                             Acquire

                           Evaluate
                           Monitor                     Provide Access




            Problem log
                                 Provide Support       Administer

              Hardware
               needs
               Software
                 needs
                Contact info

                 Troubleshoot/
                    triage


                                               7
E-resource life cycle
Libraries

           User
         feedback                        Acquire
     Usage stats
                          Evaluate
      Downtime            Monitor                  Provide Access
       analysis
           Review
          problems

            Problem log
                             Provide Support       Administer




                                           8
                                                        License
E-resource life cycle                 Trial use
                                                         terms            Order

Libraries                 Assess
                                                            Price              Pay
                        need/budget                               Evaluate              IP Addresses
                                                                                            Register
           User
         feedback                                 Acquire                                  Proxy Servers

     Usage stats                                                                               Catalog
                              Evaluate                                                       Portals/Access
      Downtime                Monitor                       Provide Access                        lists
       analysis
                                                                                                  Campus
           Review                                                                             authentication
          problems
                                                                                                  URL
                                                                                               maintenance
            Problem log
                                    Provide Support         Administer
                                                                                        User IDs
              Hardware
                                                                                  Admin module
               needs
                                                                                   information
               Software
                 needs                                                       Preferences
                                                                               (store)
                Contact info
                                                                         Holdings lists
                    Troubleshoot/                                          Access
                       triage                                            restrictions
                                                                    View rights for       Claiming
                                                                         use
                                                   9
                                                       License
E-resource life cycle                Trial use
                                                        terms           Order

Libraries                Assess
                                                           Price            Pay
                       need/budget                               Evaluate           IP Addresses
                                                                                        Register
           User
         feedback                                Acquire                               Proxy Servers

     Usage stats                                                                           Catalog
                            Evaluate                                                     Portals/Acces
      Downtime              Monitor                        Provide Access                    s lists
       analysis
                                                                                             Campus
           Review                                                                         authentication
          problems
                                                                                             URL
                                                                                          maintenance
            Problem log
                                   Provide Support         Administer
                                                                                    User IDs
             Hardware
                                                                             Admin module
              needs
                                                                              information
              Software
                needs                                                    Preferences
                                                                            (store)
               Contact info
                                                                      Holdings lists
                   Troubleshoot/                                        Access
                      triage                                          restrictions
New processes introduced                                          View rights for     Claiming
                                                                       use
                                                  10
                                                         License            Order
E-resource life cycle               Offer trial
                                                          terms            handling

Publishers             Marketing/
                                                             Pricing
                                                                                       Hosting site
                         Sales                                         Invoices
        Fulfillment                                                                      Registration
          reports
                                                  Acquire
      Title lists                                                                         IP Addresses
                            Evaluate                                                           Campus
      Usage stats           Monitor                          Provide Access                 authentication
                                                                                                 Metasearch/
                                                                                                  Z39.50
                                                                                            Durable URL
           Subscription                                                                       Support
                                Provide Support              Administer
            problems
                                                                                      User IDs
               Hardware
               problems                                                           IP Changes
                Software
                problems                                                      Title Lists for
                  Customer                                                      packages
                   Service                Subscription                        Enforce
                    Technical              upgrades                        License terms
                     Support                                             Title Changes
                                                  Claiming

                                                    11
    What is the Role of the Agent?


• Offer subscription services and supporting
  products that benefit both libraries and
  publishers
• Do this more efficiently than either can do on
  their own
• Be compensated by both parties for the
  value we add


                       12
What value do Agents bring?


1) “Traditional” agent services that also
   apply to the e-journal world
2) New “e-agent services” that help
   customers acquire and manage e-
   resources
3) E-resource management products, linking
   services and databases



                   13
Traditional Services that apply to the
E-journal World

•   Pre-payment of order – cash flow issue
•   Order consolidation
•   Proof of payment maintenance
•   Line item invoicing
•   Fund accounting
•   ILS feeds for invoicing
•   EDI
•   Consolidated Renewals
•   Reporting
•   Customer Service Representative / Tech Support

                         14
New E-Agent Services

Special handling for online orders

• Dedicated e-journal processing teams
• Rapid processing of online orders and registration
  assistance
• Gathering of PID/SID numbers from publishers
• Email notification to customers of PID/SID &
  registration requirements
• Notify publishers of IP address changes
• Automatic registration for select publishers
• Assistance with subscrition upgrades and format
  changes

                        15
    New E-Agent Services


With order through Agent, library benefits from

•   Automatic update of E-Journal gateway
•   Automatic update of online Title List (A-to-Z service)
•   Automatic update of Link Resolver
•   Automatic update of OPAC – MARC records
•   Automatic update of Smart Links




                            16
  Processing of e-journals
  without an Agent                                       Without Agent
  Administrator                              1
                          4                      2
                              E-Journal                   Publisher
                                                     3     Publisher
                              Gateway                       site
                                                            Publisher
                                                              site
                                                             Publisher
                                                                site
                                                                 site
CUSTOMER
                          5
1. Place order                 A-to-Z                    8
                                List                         8 A&I
2. Get SID/PID                                                8 A&I
                                                             database
                                                                  A&I
                                                              database
3. Register                                                     database
                          6
4. Add to gateway               Link                     9
5. Add to A-to-Z list         resolver                       9
                                                             Full text
                                                               9
                                                               Full text
6. Add to link resolver                                      database
                                                                 Full text
                                                               database
                                                                 database
7. Catalog
                          7
8. Add to Locals at A&I        OPAC
9. Add to Locals at FT
                                        17
                                    Order                          With Agent
                                  processing
                              1                              (Worst Case publisher)
    Administrator

                                  EBSCOhost         3             Publisher
CUSTOMER                                                           Publisher
                                     EJS                            site
                                                                    Publisher
1. Place order                                                        site
                                                                       Publisher
                                                                        site
2. Get PID/SID                                                            site
3. Register                        EBSCO
                                                              4       A&I
4. Export titles from EJS &        A-to-Z                               A&I
                                                                  4 database
   update holdings                                                    EBSCOhost
                                                                     database
                                                                          A&I
Agent
                                  LinkSource
•   Order                                                      SmartLinks
                                                                Full text
•   Add to EJS                                                   Full text
                                                             4 database
                                                                  EBSCOhost
                                                              4 database
•   Add to SmartLinks                                                Full text
•   Add to A-to-Z list
                                    OPAC         How an Agent helps the librarian
•   Add to LinkSource
                                                 improve processing of e-journals
•   MARC updates for OPAC
                                            18
New E-Agent Services

Publisher Package Purchases
  Assistance with information, pricing, negotiation
  and ordering for individual institutions and consortia

Holdings Analysis
  Publishers require a report of holdings in order to
  consider making an offer for their subscription
  package. The agent is uniquely suited to provide
  this information quickly and accurately -- and is
  generally a trusted source for the publisher.



                          19
 New E-Agent Services

E-journal Auditing
• Are you getting what you paid for? (delayed, ceased,
  titles sold)
• Are you getting what you want? (tracking package title
  changes)

Customized Reports
 To evaluate the benefits of subscribing to a publisher
  package or through a consortium.
   • Reports showing savings for discounted print
   • Reports showing savings with annual price caps
   • Other customized reports

                             20
 New E-Agent Services

Summary inventory of e-access information
• Where can the title be accessed?
• What does the publisher need in order to provide
  access?

One-stop customer service
• What happens if you can’t get access? Who do you
  call?
• How many publisher contacts do you have to
  maintain?

                         21
E-Resource Access Management
Products


    •   E-Journal Gateways
    •   A-to-Z or Title lists
    •   Full text databases
    •   Bibliographic databases
    •   Link Resolvers (OpenURL)
    •   Smart Linking



                   22
Library e-Services
                                 Publisher
                                  Publisher
                                   site
                                   Publisher
                                     site
                                    Publisher
                                       site
                                        site
          E-Journal
          Gateway
                                   A&I
                                     A&I
                                 database
                                      A&I
                                  database
           A-to-Z       Link        database
 User
            List      resolver
                                 Full text
                                   Full text
                                 database
                                    Full text
           OPAC                   database
                                    database


                                 Document
                                  Document
                                  Delivery
                                   Document
                                   Delivery
                                    Delivery

                       23
Value provided by products

 E-Journal Management
 •   Registration tracking
 •   Admin Alerts
 •   Content, access coverage and embargos
 •   Complete collection management
 •   URL management
 •   Article and journal level linking support
 •   Knowledgebase management for link resolvers

 E-Journal Access
 •   Locator tools for both journals and articles
 •   TOC browsing
 •   Cross-publisher searching of e-journal holdings
 •   Easy incorporation with metasearch systems

                             24
Value provided by products
 Linking
 •   Increase in usage efficiency through interconnectivity of
     resources
 •   Streamlining of collection management
 •   Cost reduction due to decrease of interlibrary lending and
     document delivery services

 Usage Statistics
 •   Journal and article level usage
 •   Link-out activity
 •   Basis for collection management, purchase evaluation, budget
     allocation and user training

 General
 •   Platform harmonization and reduction of access complexity
 •   Independence from publisher platforms
 •   Reduction of IT costs through hosted solutions and continuous
     product development


                                 25
                                                                 ess
                                                            License               op
                                        ess
E-resource life cycle                Trial use
                                                 ejs         terms
                                                                      ess   Order
                                                                                           op
Libraries                Assess
                                                               Price
                                                                            ess
                                                                                  Pay
                                                                                            cs ps ejs
                       need/budget                                Evaluate                 IP Addresses
                                                                                                          ps ejs
                                                                                               Register
           User                                                                                             az
         feedback                                  Acquire                                   Proxy Support
               ejs                                                                                           az
                                                                                                  Catalog
     Usage stats     az
                       ls   Evaluate                                                               Portals   ejs
      Downtime              Monitor                           Provide Access                                    az
                                                                                                  Access lists     ls
       analysis                                                                                              ejs
           Review                                                                                Authentication ls
                                                                                                    URL ejs
          problems
                                                                                                 maintenance az
            Problem log
                                   Provide Support            Administer
                                                                                                    ejs
                                                                                         User IDs         az
              Hardware                                                                                           ls
               needs                                                               Admin module
                                                                                    information
               Software
                 needs                                                          Preferences
                Contact info                                                           ejs
                                                                                  (store)
                               us                                           Holdings lists az
                   Troubleshoot/                                              Access
                      triage                                                restrictions             cs
                                                                       View rights for      Claiming
                                                                            use
                                                       26
                                                                      ess
                                                                License                      op
                                           ess                                     Order
E-resource life cycle
                 ess                   Offer trial
                                                     ejs         terms
                                                                          ess     handling
                                                                                              ps
                                                                                                   mp ejs
Publishers                Marketing/
                                                                   Pricing
                                                                                    cs        Hosting site
                            Sales                                            Invoices
                                                                                                             ps ejs
       Fulfillment       cs                                                                     Registration
         reports
                                                      Acquire                                                  ps
                    cs                                                                           IP Addresses
      Title lists        az                                                                                      ejs
                               Evaluate                                                                 Campus
                mp             Monitor                            Provide Access                     authentication
      Usage stats
                  ejs                                                                                       ejs
                                                                                                        Metasearch/
                                                                                                                   az
                     az
                                                                                                         Z39.50
                         cs                                                                                      ejs
                                                                                                     Durable URL       az
           Subscription                                                                                Support
                                  Provide Support                 Administer
            problems
                          us                                                                 User IDs
               Hardware                                                                                 ps
               problems                                                                  IP Changes
                         us
                Software                                                                              cs
                problems                                                             Title Lists for
                  Customer cs                        cs op                             packages
                   Service                   Subscription                            Enforce az
                             us
                    Technical                 upgrades                            License terms
                     Support                                     cs                             cs
                                                      Claiming                  Title Changes


                                                           27
Is the total cost of a subscription really
     decreasing without an Agent?
• Increased number of tasks and complexity creates
  need for new and more skilled staff

• Cost of purchase vs. total cost of owning and
  managing a subscription
   – loss of economies of scale
   – Shift of work from publisher/agent to librarian
   – Still need for comprehensive title information

• Library traditional budgets decrease or shift away
  from library after intial e-resource experimentation
  phase – loss of budget control

                                28
   Other things to consider in buying
         direct from publishers

• Central buying entities are comparable to small
  agents without systems and service infrastructure –
  the additional cost will impact libraries in the mid-
  term
• Most discounts provided to librarians are also
  provided to agents
• Despite what the publisher sales reps might say:
  publishers will allow agents to handle e-journal
  transactions if libraries wish to do so


                           29
A new paradigm is developing



 E-License Negotiators         Information Services
 (Consortia or Library)   +          Agents




 • Focus and alignment of interests in License
   Negotiation
 • Cost effective and systems based transaction
   handling and administration
 • Keeps Library in control of its purchasing

                          30
  CUSTOMERFOCUSED CONTENTDRIVEN



for more information contact cbruce@ebsco.com


                      31

								
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