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MANAGING TO LIBRARIANS’ EXPECTATIONS CONSORTIA SALES STRATEGIES Society for Scholarly Publishing Seminar Philadelphia, 16 November, 2004

158 david charles

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Page 1: 158 david charles

MANAGING TO LIBRARIANS’

EXPECTATIONS

CONSORTIA SALES STRATEGIES

Society for Scholarly Publishing SeminarPhiladelphia, 16 November, 2004

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The American Physiological Society

The American Society for Biochemistry & Molecular Biology

The American Society of Clinical Oncology

The American Society for Investigative Pathology

The American Society for Nutritional Sciences

The American Society for Pharmacology & Experimental Therapeutics

The American Society of Plant Biologists

Federation of American Societies for Experimental Biology

Joint Commission Resources

Project Hope: Health Affairs

Society for Leukocyte Biology

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PUBLISHERS&

INSTITUTIONS

Has Online Affected Our Business Relationships?

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ARE THEY BALANCED ?

• Interdependence & Partnership

• Good Value & Quality of Service

• Market Growth and Expansion

• Relevance of Pricing to Markets

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. . . OR UNBALANCED?

• Divergence of Views

• Journal Rate Increases & Budget Cuts

• Library “Downsiting” & Publisher Mergers

• Irrelevance of Publisher Pricing Strategies

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SubscriptionAgents

Fulfillment

Editorial Marketing

SALES

Who does it? How effective are they ?Selling to Institutions

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What Do Libraries Really Want?

Maximum value from Content

Satisfy User Demand for Content

Help with the Transition from Print to Online

Direct Relationships with Publishers

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What Do Publishers Really Want?

Maximum Return from Content

Increased Access to Content

Help with transition from Print to Online

Direct Relationships with Institutions

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“La Mort du Big Dil”

Unreasonable budget commitments

Inability to satisfy user demand

Superfluous content

“Locked in” agreements

An Opening for SocietiesAn Opportunity for Libraries

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Selective Licensing

Start with the Essential

Ensure mutual interests are protected

Give users what they want

Make agreements with room to grow

An Opening for SocietiesAn Opportunity for Libraries

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Baseline Pricing ?

FTE Pricing ?

Tier Pricing ?

Site Pricing ?

Package Pricing ?

PRICING STRATEGIES

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E-SURCHARGE: Bonus service for loyal customers

DDP: Deep discount on print plus e-access

THE BIG DEAL: Based on total spend

E-CHOICE: Selective licensing based on holdings

EVOLUTION OF PRICING MODELS

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CONSORTIUM PROFILES

FTEs: 11,600 FTEs: 13,000 FTEs: 500

# Sites: 12 # Sites: 12 # Sites: 18

Bundled Value: $7,722 Bundled Value: $5,960 Bundled Value: $0

Online Value: $1,210 Online Value: $1,642 Bundled Value: $0

Base Value: $8,932 Base Value: $7,602 Base Value: $0

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INSERM CNRS CONSORTIUMOFFER (1st Try)

Publisher Title Online OnlyINSERM CNRS TOTAL

12 sites 12 sites

(Discount) 2005 Rate 30% 30%

SSP Journal of W $600 $5,040 $5,040 $10,080

SSP Journal of X $250 $2,100 $2,100 $4,200

SSP Journal of Y $430 $3,612 $3,612 $7,224

SSP Journal of Z $175 $1,470 $1,470 $2,940

Sub Totals $1,455 $12,222 $12,222 $24,444

Virtual Charge 50% $6,111 $6,111 $12,222

TOTAL VALUES $18,333 $18,333 $36,666

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INSERM CNRS CONSORTIUMOFFER (2nd Try)

Publisher TitleOnline Only

INSERM CNRS EFSTOTAL

12 sites 12 sites 18 sites

2005 Rate 30% 30% 30%

SSP Journal of W $600 $5,040 $5,040 $7,560 $17,640

SSP Journal of X $250 $2100 $2100 $3,150 $7,350

SSP Journal of Y $430 $3,612 $3,612 $5,418 $12,642

SSP Journal of Z $175 $1,470 $1,470 $2,205 $5,145

Sub Totals $1,700 $12,222 $12,222 $18,333 $42,777

Virtual Charge 50% $7,129 $7,129 $7,129 $21,387

TOTAL VALUES $19,351 $19,351 $25,462 $64,164

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INSERM CNRS CONSORTIUMOFFER (3rd Try)

Publisher TitleOnline Only

INSERM CNRS EFSTOTAL

12 sites 12 sites 18 sites

(Discount) 2005 Rate 30% 30% 75%

SSP Journal of W $600 $5,040 $5,040 $2,700 $12,780

SSP Journal of X $250 $2,100 $2,100 $1,125 $5,325

SSP Journal of Y $430 $3,612 $3,612 $1,935 $9,155

SSP Journal of Z $175 $1,470 $1,470 $787 $3,727

Sub Totals $1,455 $12,222 $12,222 $6,547 $30,991

Virtual Charge 75-75-25% $5,810 $5,810 $3,874 $15,494

TOTAL VALUES $18,032 $18,032 $10,421 $46,485

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International Coalition of Library ConsortiaICOLC Fall 2004, Barcelona(6th European meeting)

ARCHIVES & PERPETUAL ACCESS

Legacy Content Disappears: Bioimaging was transferred from IOP to Wiley. The back files disappeared and it took 2 years to reinstall them.

Permanent Access Ceases to be Permanent: A director at AAAS drafted a licensing clause on permanent archival access. He left and AAAS renegotiated all license agreements, deleting archive clause. This undermined the trust between institution and publisher. The agreement was cancelled. Customer now uses Lockss.

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International Coalition of Library ConsortiaICOLC Fall 2004, Barcelona(6th European meeting)

ARCHIVES & PERPETUAL ACCESS

Journal Changes Publisher and Archives Vanish:EMBO transferred in 2003 from OUP to NPG. Website at OUP states clearly that institutions are entitled to archival access to paid content. OUP offered to try to influence policy of the new publisher, but NPG cut off archival access after renewal period.

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International Coalition of Library ConsortiaICOLC Fall 2004, Barcelona(6th European meeting)

ICOLC STATEMENTS (Arnold Hirshon)

NON-DISCLOSURE CLAUSES: ICOLC will be issuing a statement calling for the elimination of non-disclosure clauses.

LIBRARY ADVISORY BOARDS: ICOLC is strongly in favor of Library Advisory Boards and urged its members to support them.

INSTITUTIONAL REPOSITORIES: ICOLC would like to see Institutional repositories to solve archive problems.

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International Coalition of Library ConsortiaICOLC Fall 2004, Barcelona(6th European meeting)

OPEN ACCESS (Kristina Hormia, FineLib)

OPEN ACCESS: What will the the balance be between Commercial and Open Access publishing? There is neither passion nor activism for this cause as far as the European library and research community is concerned. There is also a long way to go before we can accept the idea of Open Access as a viable alternative. The process will take a long time and much discussion and energy, which could distract us from our real tasks as librarians.”

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INSTITUTIONAL SALES&

LICENSING

David Charles92 avenue du Général de Gaulle78600 Maisons-Laffitte, France

Tel: +33 1 39 12 29 29Fax: +33 1 39 12 47 45

email: [email protected]