1. Christopher Lewis - EBSCO Information Services Robert Jacobs - Swets How will subscription agents help you manage your e-resources in a constantly changing information world?

2. Introduction Assumptions on the role of subscription agents How the move to e-resources impacts the library How the move to e-resources impacts the subscription agent The constantly changing information world Conclusion Agenda

3. Registering for access Licence terms and restrictions Provide access (authentication) IP, Athens, URL maintenance Linking Administer Provide support Evaluate/monitor (user statistics) Direct Deals E Books Federated Search engines ACCESS E resources: The Challenge

4. ‘ I can do it all myself and I don’t see why people use subscription agents.’ Some views on subscription agents ‘I only use subscription agents for my print holdings.’ ‘subscription agents can’t negotiate electronic licences on my behalf’ ‘for the big publishers I prefer to negotiate directly’ What are your views?

5. Current subscription agent business

6. More space for …….

7. ……Today’s online library environment

8. E resources: That sinking feeling E-access set up Claim resolution Licensing IP recognition License management Gateway services Pricing Communication URL Maintenance Register Usage Statistics Linking Support/Problems Access restrictions Evaluate

9. Claiming User IDs Admin module information Preferences (store) Holdings lists Access restrictions View rights for use Provide Support Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Administer IP Addresses Register Proxy Servers Catalogue Portals/Access lists Campus authentication URL maintenance Provide Access Acquire E-resource life cycle Libraries Trial use Assess need/budget License terms Order Pay Price Evaluate

10. Claiming User IDs Admin module information Preferences (store) Holdings lists Access restrictions View rights for use Provide Support Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Administer IP Addresses Register Proxy Servers Catalogue Portals/Access lists Campus authentication URL maintenance Provide Access Acquire Trial use Assess need/budget License terms Order Pay Price Evaluate E-resource life cycle Libraries

11. Managing ‘E’ access Without A Subscription Agent

12. Claiming User IDs Admin module information Preferences (store) Holdings lists Access restrictions View rights for use Provide Support Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Administer Trial use Assess need/budget License terms Order Pay Price Evaluate IP Addresses Register Proxy Servers Catalogue Portals/Acces s lists Campus authentication URL maintenance Acquire Provide Access E-resource life cycle Libraries Processes introduced for E-resources

13. Managing ‘E’ access With A Subscription Agent

14. IP Addresses Order Pay Register Proxy Servers Catalogue Portals/Access lists Campus authentication Claiming User IDs Admin module information Preferences (store) Holdings lists Access restrictions View rights for use Provide Support Evaluate Monitor Problem log Contact info Troubleshoot Usage stats Downtime analysis Review problems User feedback Administer Trial use Assess need/budget License terms Price URL maintenance Provide Access Acquire Software needs Hardware needs Evaluate E-resource life cycle Libraries The Library The Agent

15. Content on agents journal service. Saves time and reduces the need to fill in licence and registration agreements. Access and registration manager Usage statistics. Working with publishers to achieve standardised licence and registration agreements. Improving linking Dedicated customer service and authentication support. Support with online packages and management of invoices MANAGE Some agent solutions for the ‘E’ life cycle

16. Based on 2006 subscriptions through Swets… 1,799 different packages available Average package subscription price 14 times higher than ‘regular’ average subscription price Most expensive package – £3.4 million Cheapest package - £10.29 ( Swimming World and Junior Swimmer, Swimming Technique & Swim Magazine!) Publisher ‘E’ Packages deals

17. Cost effective ‘E’ solutions Saving time and money Complete overview of publisher offers and pricing Updates and alerting services Customer service support (one contact) ‘E’ management/package support Single contract for orders and payments Comprehensive reporting for collections and budgeting Training ‘E’ resource tools to help acquire, manage and access content ‘E’ through the agent: Benefits to libraries ‘E’ SOLUTIONS

18. Cost savings Dedicated customer support through the agent Payments sent in advance Bulk orders and payments Local staff speaking local language ‘E’ journal licensing coordination ‘E’ package management Training customers Promoting services to an extensive customer base Publisher service support and hosting sites ‘E’ through the agent: Benefits to publishers SUPPORT

19. Agents hold over 2 million price entries, updated annually. Options include: Regular subscription prices Tiered prices differing per publisher, based on e.g.:   Type of customer   Type of institution   Number of (relevant) FTEs   Carnegie classification   Usage   Bundled prices   Archive prices   Deep Discount Prices   Membership prices   Consortia prices   One year vs multiple year prices   Special prices for developing countries … & the list goes on! Information for managing ‘E’ resources

20. What percentage of your budget do you approximately spend with [agents and publishers]: Average spendShare of wallet Subscription Agents73% Direct with publishers18% Unknown9% From Swets customer survey (March 2006)

21. Average out of 5 Administration4,1 Information on licensing conditions4,1 Information on publisher pricing models4,0 Checking print holdings data with publishers if the e- fees are based on print spend3,9 Negotiating prices3,8 Information on what content is available electronically per subject3,7 Negotiating license conditions3,7 Helping you plan the approach to electronic deals with publisher3,4 Providing access via gateway3,4 How important do you find the following roles for an agent in electronic deals? From Swets customer survey (March 2006)

22. Publishers Value in GBP Subscription value by publisher

23. Working with all parties to achieve a common goal Conclusion and future developments Continue to develop the relationship with agent and publisher. For existing customers to be more aware of what the agent can/is doing Licence management Federated search engines ‘e’ books and new services Continue to develop ‘E’ management tools Promote services Continue to offer Cost effective solutions for ‘E’ Support for both publisher and library

24. Thank you Questions?