Transfer Code of Practice, NISO Standards Update, ALA Midwinter 2020
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This presentation was provided to attendees of the NISO Standards Update at ALA Midwinter 2020 to inform them of the progress made with regard to the Transfer Code of Practice and Alerting Service. The session was held on Saturday, Jan 25, 2020.
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Transfer Code of Practice, NISO Standards Update, ALA Midwinter 2020
- 1. TRANSFER CODE OF PRACTICE & ALERTING SERVICE NISO Update – ALA Midwinter Conference January 25, 2020
- 2. WHAT IS TRANSFER? A voluntary code for journal publishers containing best practices for transferring and receiving journals. Governed by a standing committee of librarians, publishers & other intermediaries Transfer is more than just a code: ● Transfer Alerting Service (database, RSS feed, listserv) ● Ongoing program of outreach, education, and support
- 3. HISTORY 2006 Working group forms under UKSG 2007 Transfer Code of Practice, version 1.0 2008 Transfer Code of Practice, version 2.0 2009 Enhanced Transfer Alerting Service (JISC) created 2015 Transfer moves under NISO 2015 Transfer Code of Practice, version 3.0 2018 Migration - Transfer Alerting Service to ISSN Centre 2019 Transfer Code of Practice, version 4.0
- 5. TRANSFER CODE OF PRACTICE (V.4) Address new considerations in scholarly journal community & make publisher responsibilities as clear as possible: • Clarify/address categories of paid customers (beyond subscribers) • OA considerations • Perpetual access responsibilities • Licensing information • Handling journal URLs and redirects
- 6. T R A N S F E R A L E R T I N G S E R V I C E N E W P L A T F O R M
- 7. API INFO
- 9. Statistic s
- 10. WHAT’S NEW? WHAT’S NEXT? • New endorsements • Society Publisher’s Coalition • https://www.socpc.org/ • Review of Transfer website • Keeper’s Registry integration • https://keepers.issn.org/ • Open access
- 11. LINKS Transfer Online https://www.niso.org/standards- committees/transfer Transfer Alerting Service https://journaltransfer.issn.org/ NISO Transfer Code of Practice (v. 4) https://www.niso.org/publications/rp-24-2019- transfer
- 12. QUESTIONS? Jennifer Bazeley, co- chair jennifer.bazeley@yale.ed u James Phillpotts, co- chair james.phillpotts@oup.co m
Editor's Notes
- Hi everyone – I’m Jennifer Bazeley. I’m a librarian at Yale University and one of the co-chairs of the Transfer committee. I’m here today to provide an update on the Transfer Code of Practice and Alerting Service. The Transfer Code of Practice became a NISO recommended practice in 2015, which has allowed us to take advantage of NISO’s infrastructure and activities to help promote our services.
- Libraries, publishers, and intermediary vendors strive to disseminate the most current information to their patrons and clients through the metadata in their catalogs, services, and software. One significant pinch point in this landscape is the transfer of journals from one publisher or vendor to another. The Transfer Code of Practice was created to provide stakeholders in this information supply chain with best practices and guidelines to ensure that the transfer process occurs with minimal disruption and that journal content remains accessible to readers and subscribers. These guidelines have become increasingly important since the creation of the Transfer code, as the number of online titles, publishers, and supply chain intermediaries has grown exponentially. What is Transfer? A voluntary code for journal publishers containing best practices for transferring and receiving journals. The code helps publishers to ensure that journal content remains accessible by librarians and readers when there is a transfer between parties, and ensures that the transfer process occurs with minimum disruption. Publishers who register as Transfer-compliant are asked to endorse the Code, and to abide by its principles wherever it is commercially reasonable to do so. Best practices in the code include: formalized roles/responsibilities for transferring and receiving publishers timelines for transfer actions and communications suggestions for transferring digital content and subscriber lists, guidance on handling identifiers and URLs use of the Transfer alerting service advice on existing licensing terms and preservation agreements To date, the Transfer code of practice has 68 endorsing publishers, including CUP, Elsevier, NPG, OUP, Springer, T&F, Wiley. While the Transfer Code is one of the primary functions of the Transfer Committee, Transfer is also much more than a code: It also includes the development and maintenance of the Transfer Alerting Service, which can be used through an online database, an RSS feed, and an email listserv. Transfer is also about providing an ongoing program of outreach, education, and training, including sessions like today’s, which allow publishers and librarians to communicate with the community about the benefits of Transfer and to exchange feedback that allows us to improve what we offer.
- As you can see, the Transfer group has worked diligently for more than ten years on everything that Transfer encompasses. In addition to multiple versions of the Code, Transfer has also created and maintained the alerting service and moved from the auspices of the UKSG to NISO in 2015. 2006: Working group formed under UKSG 2007: Transfer Code of Practice, version 1.0 2008: Transfer Code of Practice, version 2.0 2015: Transfer moved under NISO umbrella 2015: Transfer Code of Practice, version 3.0 2018: Migration of Transfer Alerting Service to ISSN Centre 2018: In progress Transfer Code of Practice, version 4.0 This group has overseen four iterations of the code of practice since it’s inception. And while the years between 2009 and 2015 are empty, the Transfer committee did not remain idle! Instead, the group shifted its focus to encouraging publisher endorsements of the Code as well as to creating and enhancing the Transfer Alerting Service.
- Transfer is governed by a diverse standing committee which currently includes 6 publishers, 5 librarians and 4 intermediaries. Publishers include both commercial publishers as well as society publishers, and intermediaries include organizations such as Ex Libris and EBSCO, as well as representatives from the ISSN International Centre and library consortia. Committee members come from diverse backgrounds and the group’s membership in international, lending a variety of perspectives to the work the committee performs. The group is currently led by two co-chairs, one who is a publisher and one who is a librarian, and meets once every other month. Additionally, subgroups of the committee representing librarians, publishers, and societies work individually to create targeted outreach and opportunities for the stakeholders in their communities. Transfer Committee members play active roles in their respective professional communities by presenting at a variety of professional conferences every year. All of the members of the group, as well as NISO, UKSG, and the ISSN Centre have worked hard together to keep Transfer on track.
- We’re currently working under version 4.0 of the Transfer Code, which was published by NISO in April 2019. The current version of the Code of Practice addresses feedback received between after the release of version 3.0 in 2014. We wanted to ensure that the Code continues to address current considerations in the scholarly journals community, and sets out publisher responsibilities as clearly as possible. In particular, updates have been made to clarify and address categories of paid customer beyond subscribers, open access considerations, perpetual access responsibilities, licensing information, and further revisions to handling journal URLs and redirects. Some specific updates include: Updates to terminology relating to journal purchasing models, especially in regard to open access publishing Clarifications on using technology like URL re-directs when a journal transfer occurs Updates to clauses dealing with “in process” articles to take into account the use of online editorial systems, which are used by almost all publishers More inclusive language to ensure that supplemental content (not necessarily traditional articles) is also transferred; publishers may now be publishing more than just traditional articles; data sets and other materials that go hand in hand with an article also need to be transferred. An updated and expanded glossary Changes are meant to clarify legal and technological responsibilities of transferring and receiving publishers; and to help ensure that all publishers, regardless of how large or small they are, can comply with the code if they endorse it. Clarify/address categories of paid customers (beyond subscribers) OA considerations Perpetual access responsibilities Licensing information Handling journal URLs and redirects
- An important part of Transfer is the Transfer Alerting Service, which is a database that allows publishers and vendors to submit transfer details, which are subsequently tracked here and become available to the community at large. In September of 2018, hosting of the service moved from the University of Manchester in the UK to the ISSN Centre. This slide shows a screenshot of what the current TAS home page looks like at journaltransfer.issn.org . Search and Browse functionality remained the same across the platform change and you can still subscribe to the email listserv or the RSS feed in order to monitor transfer notifications. Information on both of those options is available on the welcome page that you see here. The email listserv currently has more than 750 subscribers getting transfer notifications right in their inboxes. While much of the functionality remained the same after the transition, there have been several notable enhancements. You may have noticed that the site is now multi-lingual - as the ISSN Centre resides in Paris, the new site is available in both French and English.
- Another change to the site is more accessible information about the TAS API. While the API has been around for a little while now, the details for using it were not easy to find online. The new site has a direct link to this API page in the navigation banner at the top of the screen. The page provides the baseURL, filters, keys, and values, and an example.
- The ISSN International Center also added a few completely new features to the alerting service database. The first is this page that lists successive transfers; this refers to any title that has had more than one transfer since the inception of the database in 2009. We hope this will be helpful especially to librarians when looking to trace the platform and publisher history for a particular title. Currently, this page is set up to automatically populate based on ISSNs and is not yet searchable.
- A second new feature are aggregated transfer statistics that can be viewed by anyone accessing the database. This page compiles statistics in graphical formats and includes graphs for number of transfer alerts per month and number of effective transfers per receiving and transferring publishers. All of the information in the graphs are hyperlinked; clicking on one of the publishers in this example opens the search interface and display all of the Transfer entries indicated for that publisher.
- New: New endorsements: Since our transition to hosting on the ISSN Portal, Transfer has added eleven new publishers to the list of endorsing publishers. New publishers have come from countries all over the world- Frontiers, Longdom Publishing, International TESOL Union, AOSIS, Erudit, Perkin Elmer, University of North Carolina Press, University of Alberta Libraries, University of California Press, MDPI, Amsterdam University Press Society Publisher’s Coalition: https://www.socpc.org/ The Society Publishers’ Coalition (SocPC) is a group of likeminded, not-for-profit learned societies and membership charities who publish as part of their charitable objectives and who re-invest the surplus from their publishing into the disciplinary communities they serve. The Transfer committee has two society representatives who are liaising with this group to better serve the needs of societies during journal transfers. Next: Review of transfer website: update outdated information; look at creating pages aimed at specific audiences – librarian, publisher, society. Create a video. Keeper’s Registry integration: The Keeper’s Registry was originally funded by JISC and maintained in the UK from 2016 to 2019. It serves as a global monitoring system on archiving arrangements for digital journals. The ISSN Centre was a partner of the service from the beginning. Last summer, the ISSN Centre took over hosting and decided to extend ISSN portal with new tab – keeper’s registry. The new site went live12/3 and can be accessed at keepers.issn.org; currently, archiving is self reported by publishers. Next step: preliminary discussions on connecting keeper’s registry data with transfer database. OA in Transfer: DOAJ asking whether it might be possible to indicate whether a journal being transferred is fully open access
- Transfer Online https://www.niso.org/standards-committees/transfer Information about the standard, it’s history, the committee, links to presentations and publications. Transfer Alerting Service https://journaltransfer.issn.org/ The Transfer database on the ISSN Centre’s site. NISO Transfer Code of Practice (v. 4) https://www.niso.org/publications/rp-24-2019-transfer A PDF of v. 4 of the code is available here for download.
- If you have any feedback or questions about Transfer, we encourage you to contact one of the co-chairs of the Transfer committee - our contact information is here. Between versions of the code, we accept any and all feedback, which is reviewed by the committee for possible inclusion in the next iteration of the code.