Staines "TRANSFER Code of Practice Update"
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This document summarizes information from a NISO meeting about the Transfer Code of Practice. It discusses: - Version 5.0 of the code is in progress and will be released in March 2022 with updates around open access. - The Keepers Registry for journal transfers is now hosted by the International ISSN Centre. - An open teleconference in February featured discussions of frequently asked questions about the code. - The code provides guidance for transferring and receiving publishers on communicating and transferring digital assets and rights between them in the case of a journal transfer.
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Staines "TRANSFER Code of Practice Update"
- 1. Code of Practice NISO UPDATE / ALA ANNUAL / 2021 VIRTUAL MEETING HEATHER STAINES / STANDING COMMITTEE MEMBER HEATHER.STAINES@GMAIL.COM
- 2. What’s New with Transfer? • Version 5.0 in progress (scheduled for release in March 2022) • Keepers Registry, now hosted by the International ISSN Centre: https://keepers.issn.org/ • February 8th Open Teleconference featured Transfer: • Co-Chair Linda Wobbe (SCELC), members Heather Staines (Delta Think), and Gaelle Bequet (International ISSN Centre) answered some frequently-asked questions about the Code of Practice. • http://www.niso.org/events/2021/02/opentelecon-transfer
- 3. Update on Version 5.0 (forthcoming) • Current version 4.0 NISO RP-24-2019 Transfer Code of Practice (Version 4.0) • https://www.niso.org/publications/rp-24-2019-transfer • Anticipated Release Date: March 2022 • The Standing Committee has been working for more than a year • To modernize and streamline the content around open access • And to incorporate your recommended changes
- 4. Why do Journal Publishers and Societies Love Transfer? •Checklist for both transferring and receiving publishers •Covers all important assets and information •Suggests timeline benchmarks •Not prescriptive – you do things the way it works best for you
- 5. Guidance for Journal Publishers This NISO Recommended Practice In just a few pages provides detailed guidance for both the transferring and receiving publishers: ◦ Details how to Communicate and Transfer: ◦ Digital Assets ◦ Subscriber Lists and others who should retain access ◦ Usage Data ◦ URL ◦ Provide information to the Transfer Alerting Service ◦ Define which publisher retains Perpetual Access ◦ ISSN/DOI ◦ Open Access Content
- 8. Transfer Compliant • Those publishers who have agreed to follow the guidelines in the Transfer Code of Practice and also to register transfers at the ETAS site hosted by ISSN • Publishers! Is your name here? • No? Then take a look at the NISO Transfer Code of Practice, and contact the Co- Chairs to sign up https://www.niso.org/standards-committees/transfer
- 9. Why do Librarians Love Transfer? • The ETAS: Sign up to receive alerts and/or search the database • When the transfer is effective – the exact volume • Which publisher has the archive and can provide your perpetual access •ONLY bad thing: • Why are there so many publishers who don’t participate?
- 10. Enhanced Transfer Alerting Service (ETAS) https://www.issn.org/services/online-services/etas-service/ Now hosted by ISSN! • Transfer Compliant Publishers logon to provide information • Librarians search the database or receive notifications of recent entries
- 12. Everything you want to know!
- 13. ISSN Portal Activity Report January 2021: 51 receiving publishers and 663 transferring publishers were registered. During 2020, 145 title transfers (vs 137 in 2019, 167 in 2018) were filed by receiving publishers and posted on ETAS. Most active receivers: Taylor & Francis with 492 titles acquired (473 in 2019) and SAGE Publishing with 480 titles acquired (466 in 2019) since the inception of ETAS in 2010. The ETAS service received 313,343 visits in 2020 (+22% compared to 2019) and 990,031 pages were viewed (+25% compared to 2019), were viewed over the same period.
- 14. Transfer! •Great for journal publishers! • Sign on to become our newest Transfer Compliant publisher •Great for librarians! • Sign up for alerts and search the Transfer database
- 15. Contacts Co-Chairs: Linda Wobbe, eJournal Relations Manager, SCELC Consortium ◦ Linda@SCELC.org Sophia Anderton, Director of Publishing, The British Institute of Radiology • Sophia.Anderton@bir.org.uk Presenter: Heather Staines, Senior Consultant and Director of Community Engagement, OA Data & Analytics Took, Delta Think • Heather.Staines@DeltaThink.com or Heather.Staines@gmail.com
- 17. Questions?
Editor's Notes
- Greetings Standards Fans. - I’m here on behalf of Committee Co-Chairs Jennifer Bazeley (Miami University of Ohio) and James Phillpotts (Oxford University Press) - I’m delighted to be here with the NISO team and other standards enthusiasts to give an update - and provide general cheerleading for Transfer, a very practical and useful NISO Recommended Code of Practice
- This is a snippet of the table of contents of the Transfer Code of Practice. Everything a publisher needs to know, whether you are transferring out or receiving content from another publisher: - handling digital content - title access - perpetual access - online authoring system - usage statistics - DOI's - ISSN
- I’d like to give a special notice of appreciation to those publishers who have agreed to abide by the Transfer Code of Practice. If a journal publisher here has not signed up, that means you have successfully dodged the badgering of committee members Stop avoiding us and sign up! You will have guidance in smoothly transferring your journal publications from one publisher to another in a way that fulfills your contractual obligations and makes your librarian customers and their library users happy We recruited quite a few new publishers this year!
- Here is an example of one of the results from that search. - Who is the receiving publisher - Who is the transferring publisher - What is the journal title, society, issn, doi, and frequency - What is the effective date - Which publisher is handling perpetual access
- The Co-Chairs, Jennifer Bazeley from the Librarian camp and James Philpotts from the publisher side, are the key contacts for the committee and its three subgroups (Librarian, Publisher and Society). I am a relatively new member of the Librarian subgroup, but contact me, and if I can't answer your questions or point you in the right direction, I will find someone more well versed to provide assistance.
- Here is the list of collaborative international people working to make Transfer successful for all of the interested parties, like you. Thank You to those of you here for all of your time and effort!
- Thanks for listening Questions? I’m sorry I’m probably not the best person to answer any deep questions, but I’m happy to get back to you with more information if I’m over my head.