US/UK Vendor Review 7 Feb 2007
Steering Committee Membership <ul><li>Tobin Nellhaus, Chair </li></ul><ul><li>Meg Bellinger </li></ul><ul><li>Ann Okerson ...
Reasons for Review (1) <ul><li>Need to start regularly reviewing choice and relations with vendors in order to determine i...
Reasons for Review (2) <ul><li>Need to supply CCL through an approval plan </li></ul><ul><li>Increasing presence of e-book...
Scale of US/UK Acquisitions  FY2006 – Minimum <ul><li>Total titles:  30,000 </li></ul><ul><ul><li>Approval: 16,300 </li></...
Vendor Review Process <ul><li>Steering Committee began meeting in late November </li></ul><ul><li>Determined timeline </li...
Timeline <ul><li>11 Dec:  Initial letter sent to Blackwell, Coutts, and YBP (only viable vendors) </li></ul><ul><li>1 Feb:...
Workgroups <ul><li>Selectors  </li></ul><ul><li>Acquisition </li></ul><ul><li>Shelf-Ready Requirements </li></ul><ul><li>O...
RFP Sections <ul><li>1) General </li></ul><ul><li>2) Selection Services </li></ul><ul><li>3) Order Placement, Shipment and...
1) General section <ul><li>Companies’ ability to meet our needs </li></ul><ul><li>Companies’ experience with peer librarie...
2) Selection Services section <ul><li>Coordination of operations in US and UK </li></ul><ul><li>Possible inclusion of othe...
3) Order Placement, Shipment and Billing section <ul><li>EOD/EDI </li></ul><ul><li>Firm Orders (including “rush”) </li></u...
4) Online Selection/ Ordering System section <ul><li>Information included in online systems </li></ul><ul><li>Firm, “rush”...
5) Technical Specifications and Shelf-Ready Services section <ul><li>MARC record requirements </li></ul><ul><li>EDI workfl...
<ul><li>Pricing, Terms and Conditions section </li></ul><ul><li>Discounts for approval, firm, “rush” and standing order ma...
Vendor Visits <ul><li>Dates: 21 March, 28 March, 4 April </li></ul><ul><li>General presentation and Q&A </li></ul><ul><ul>...
Decision Criteria <ul><li>Seek best balance and overall value </li></ul><ul><ul><li>Profile system </li></ul></ul><ul><ul>...
Some Possible Issues <ul><li>Changing vendors will require committing staff time for: </li></ul><ul><ul><li>negotiating te...
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US-UK Vendor Review.ppt

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  • Example titles “not covered”: Jane Fonda’s autobiography – fairly typical of BBS’s assumptions of what might be of interest. Example flaws in BCM: Can’t see what other libraries within YUL may have received a notification. System is slow and cumbersome.
  • Re CCL: Alan attempted to work out a plan with BBS, but their profile structure made that unfeasible.
  • Based on info available to Marcia. Low because there’s no way to get an accurate count of standing orders and the number of volumes published each year, and because the numbers concern only preferred vendors, not the scads of direct orders, online purchases, etc.
  • RFP = Request For Proposal
  • Talk about membership of each workgroup
  • US-UK Vendor Review.ppt

    1. 1. US/UK Vendor Review 7 Feb 2007
    2. 2. Steering Committee Membership <ul><li>Tobin Nellhaus, Chair </li></ul><ul><li>Meg Bellinger </li></ul><ul><li>Ann Okerson </li></ul><ul><li>Sue Roberts </li></ul><ul><li>Marcia Romanansky </li></ul><ul><li>David Stern </li></ul><ul><li>Paul Stuehrenberg </li></ul><ul><li>Joan Swanekamp </li></ul>
    3. 3. Reasons for Review (1) <ul><li>Need to start regularly reviewing choice and relations with vendors in order to determine if we are meeting the Library’s needs as well as possible </li></ul><ul><ul><li>We will review some of the Western European vendors in coming years </li></ul></ul><ul><li>Must move toward shelf-ready services </li></ul><ul><ul><li>We currently have (or recently had) experiments with Blackwell, YBP and Coutts </li></ul></ul>
    4. 4. Reasons for Review (2) <ul><li>Need to supply CCL through an approval plan </li></ul><ul><li>Increasing presence of e-books </li></ul><ul><ul><li>Need to integrate with print universe </li></ul></ul>
    5. 5. Scale of US/UK Acquisitions FY2006 – Minimum <ul><li>Total titles: 30,000 </li></ul><ul><ul><li>Approval: 16,300 </li></ul></ul><ul><ul><li>Standing Orders: 3,000 </li></ul></ul><ul><ul><li>Firm Orders: 10,700 </li></ul></ul><ul><li>Total expenditures: $1,560,000 </li></ul><ul><ul><li>Approval: $723,000 </li></ul></ul><ul><ul><li>Standing Orders: $165,000 </li></ul></ul><ul><ul><li>Firm Orders: $672,000 </li></ul></ul>
    6. 6. Vendor Review Process <ul><li>Steering Committee began meeting in late November </li></ul><ul><li>Determined timeline </li></ul><ul><li>Established workgroups to examine various issues and provide questions for the RFP </li></ul><ul><li>Reviewed RFPs from other major libraries </li></ul><ul><li>Wrote and issued RFP </li></ul><ul><li>Now organizing vendor visits, which will include “breakout” sessions with the workgroups </li></ul><ul><li>After vendor visits, will evaluate the vendors and make a recommendation to LMT </li></ul>
    7. 7. Timeline <ul><li>11 Dec: Initial letter sent to Blackwell, Coutts, and YBP (only viable vendors) </li></ul><ul><li>1 Feb: RFP sent to vendors </li></ul><ul><li>2 Mar: Venders’ proposals due </li></ul><ul><li>Late March/early April: Vendor visits and presentations </li></ul><ul><li>April/May: Steering Committee and LMT decide about vendor </li></ul><ul><li>May-August: Negotiate letter of agreement, and prepare transition (if we change) </li></ul><ul><li>September/October: Transition to new vendor begins with 2008 imprints (if we change) </li></ul><ul><li>2008-09: New group will plan and implement shelf-ready book preparation </li></ul>
    8. 8. Workgroups <ul><li>Selectors </li></ul><ul><li>Acquisition </li></ul><ul><li>Shelf-Ready Requirements </li></ul><ul><li>Other Technical Specifications </li></ul><ul><li>Steering Committee for general matters </li></ul>
    9. 9. RFP Sections <ul><li>1) General </li></ul><ul><li>2) Selection Services </li></ul><ul><li>3) Order Placement, Shipment and Billing </li></ul><ul><li>4) Online Selection/Ordering System </li></ul><ul><li>5) Technical Specifications and Shelf-Ready Services </li></ul><ul><li>6) Pricing, Terms and Conditions </li></ul>
    10. 10. 1) General section <ul><li>Companies’ ability to meet our needs </li></ul><ul><li>Companies’ experience with peer libraries </li></ul><ul><li>References from libraries and suppliers </li></ul><ul><li>Corporate sustainability </li></ul><ul><ul><li>Financial information </li></ul></ul><ul><ul><li>Corporate structure, affiliates, etc </li></ul></ul>
    11. 11. 2) Selection Services section <ul><li>Coordination of operations in US and UK </li></ul><ul><li>Possible inclusion of other English-speaking countries (e.g., Ireland, Canada, Australia) </li></ul><ul><li>Coordination of multiple approval profiles, including multiple library locations </li></ul><ul><li>Coverage of publication universe (publishers, formats, etc.) </li></ul><ul><li>Profile structure and management (subject headings, non-subject parameters, options on including shelf-ready services, etc.) </li></ul>
    12. 12. 3) Order Placement, Shipment and Billing section <ul><li>EOD/EDI </li></ul><ul><li>Firm Orders (including “rush”) </li></ul><ul><li>Standing Orders </li></ul><ul><li>Inventory and Supply </li></ul><ul><li>Shipment </li></ul><ul><li>Invoicing </li></ul><ul><li>Claims </li></ul><ul><li>Customer service </li></ul>
    13. 13. 4) Online Selection/ Ordering System section <ul><li>Information included in online systems </li></ul><ul><li>Firm, “rush” and standing order placement </li></ul><ul><li>Standing order management </li></ul><ul><li>Duplication management </li></ul><ul><li>Database maintenance and upgrades </li></ul>
    14. 14. 5) Technical Specifications and Shelf-Ready Services section <ul><li>MARC record requirements </li></ul><ul><li>EDI workflow </li></ul><ul><li>Integration with profiles </li></ul><ul><li>Record availability and quality </li></ul><ul><li>Call numbers, spine labels and bookplates </li></ul><ul><li>Binding specs </li></ul><ul><li>Other processing issues </li></ul>
    15. 15. <ul><li>Pricing, Terms and Conditions section </li></ul><ul><li>Discounts for approval, firm, “rush” and standing order materials </li></ul><ul><li>Service charges for “rush” orders, shelf-ready processing, catalog records, etc. </li></ul><ul><li>Shipping charges </li></ul><ul><li>Deposit account terms </li></ul><ul><li>Financial estimates </li></ul>
    16. 16. Vendor Visits <ul><li>Dates: 21 March, 28 March, 4 April </li></ul><ul><li>General presentation and Q&A </li></ul><ul><ul><li>Use LMC time for the general presentation </li></ul></ul><ul><li>Sessions with each workgroup </li></ul><ul><li>Session with Steering Committee </li></ul>
    17. 17. Decision Criteria <ul><li>Seek best balance and overall value </li></ul><ul><ul><li>Profile system </li></ul></ul><ul><ul><li>Publication coverage and management </li></ul></ul><ul><ul><li>Online system adequacy and usability </li></ul></ul><ul><ul><li>Shelf-ready services </li></ul></ul><ul><ul><li>Cataloging record quality </li></ul></ul><ul><ul><li>Integration with Voyager (esp. EOD/EDI) </li></ul></ul><ul><ul><li>Pricing </li></ul></ul><ul><ul><li>Other libraries’ experiences </li></ul></ul><ul><ul><li>Company’s prospects as a business </li></ul></ul>
    18. 18. Some Possible Issues <ul><li>Changing vendors will require committing staff time for: </li></ul><ul><ul><li>negotiating terms of agreement </li></ul></ul><ul><ul><li>creating new profiles </li></ul></ul><ul><ul><li>working out technical matters and new procedures </li></ul></ul><ul><ul><li>training sessions </li></ul></ul><ul><ul><li>a transition team, probably for several months </li></ul></ul><ul><li>Shelf-ready preparation will probably force us to relinquish some local practices (e.g., variations in call number construction) </li></ul><ul><li>Certain steps in shelf preparation may have to remain here (e.g., some or all bookplating) </li></ul>
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