UKSG Transfer Code of Practice

UKSG TRANSFER Code of Practice A collaborative project to improve journal transfers NASIG/UKSG Joint Webinar January 18, 2011

Agenda ,[object Object],[object Object],[object Object],[object Object]

How common? ,[object Object],[object Object],[object Object]

TRANSFER Goals ,[object Object],[object Object],[object Object],[object Object],[object Object]

How to define success? ,[object Object],[object Object],[object Object],[object Object]

Transfer Working Group ,[object Object],[object Object],[object Object],[object Object]

Publisher incentives publisher

Current Status ,[object Object],[object Object],[object Object],[object Object],[object Object]

Transfer The Librarian’s Perspective Nancy Beals Transfer Working Group Electronic Resources Librarian Wayne State University

Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Overview of code ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Communication Guidelines ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Transfer Notification List ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Transfer Email Example ,[object Object]

Librarians’ perspective: ,[object Object],[object Object],[object Object],[object Object]

Working Toward ,[object Object],[object Object]

What Can Librarians Do? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What can publishers do? ,[object Object],[object Object],[object Object],[object Object]

Work that still needs to be done ,[object Object],[object Object],[object Object]

Transfer Website ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Thank You! Nancy Beals Transfer Working Group Electronic Resources Librarian Wayne State University

Transfer The Publisher’s Perspective Yvonne Campfens Transfer Working Group UKSG Transfer: A collaborative project to improve journal transfers Webinar, 18 January 2011

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The movement of journals between publishers has been an established feature of the scholarly publishing landscape for many years

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The movement of journals between publishers has been an established feature of the scholarly publishing landscape for many years Online publishing is not the reason for this phenomenon…

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The movement of journals between publishers has been an established feature of the scholarly publishing landscape for many years Online publishing is not the reason for this phenomenon… …but the complexities are far more pronounced with online journals than they were in the print-only world

It is important to distinguish between proprietary titles changing hands and society-owned journals transferring from one publisher to another

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],It is important to distinguish between proprietary titles changing hands and society-owned journals transferring from one publisher to another

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],It is important to distinguish between proprietary titles changing hands and society-owned journals transferring from one publisher to another Advantage: Both parties are obliged to address all issues and to reach an equitable agreement before the transaction can be closed

[object Object],[object Object],It is important to distinguish between proprietary titles changing hands and society-owned journals transferring from one publisher to another

[object Object],[object Object],It is important to distinguish between proprietary titles changing hands and society-owned journals transferring from one publisher to another Risk: lack of clarity regarding responsibilities and rights of - the former publisher (with regard to its existing subscribers and licensees) - responsibilities to the owner of the journal (the society) - the new publisher of the journal

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Society-owned journals --- Issues for the ‘Transferring Publisher’

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Society-owned journals --- Issues for the ‘Receiving Publisher’

Smooth *) society-journal transfers are feasible if key conditions are met ,[object Object],[object Object],‘ Smooth’ meaning no  loss of online access  cancelled subscriptions  disappearing archives

Smooth society-journal transfers are feasible if Publishers adopt the TRANSFER Code of Practtice ,[object Object]

TRANSFER Code of Practice is a set of voluntary industry best practices that is intended to make the journals marketplace better and more efficient *) ,[object Object],[object Object],[object Object],[object Object],*) A legal review was a crucial step in the TRANSFER Code of Practice development process, to ensure that it was consistent with US and European antitrust and competition law. The legal review found that the Code was unlikely to have anticompetitive effects, that there were valid business reasons for establishing the voluntary Code, and that there were strong pro-competitive effects of communicating information to the marketplace by the use of ‘Code-compliant’ advertising.

Code of Practice V 2.0 ,[object Object],[object Object],[object Object]

Transferring Publisher obligations ,[object Object],[object Object]

Transferring Publisher ,[object Object],[object Object]

Transferring Publisher ,[object Object],[object Object],[object Object]

Receiving Publisher ,[object Object],[object Object],[object Object]

Supplementary Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Transfer Alerting Service ,[object Object],[object Object],[object Object],[object Object]

Future Plans ,[object Object],[object Object],[object Object],[object Object],[object Object]

Going forward ,[object Object],[object Object],[object Object],[object Object]

UKSG Transfer Code of Practice

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