181 sspcc3 e_malar


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181 sspcc3 e_malar

  1. 1. Institutional IdentificationA Scholarly Publisher’s View Gregory MalarCirculation Director, Rockefeller University Press Co-Chair, ICEDIS Society for Scholarly Publishing 28th Annual Meeting, Arlington, VA, June 9, 2006
  2. 2. The Rockefeller University n Founded in 1901 n First institution in the United States devoted solely to biomedical research--to understanding the underlying causes of disease. n One of the foremost research centers in the world, contributing to 23 Nobel Prizes as well as numerous other awards. n Campus located in New York City, on Manhattan’s Upper East Side
  3. 3. Rockefeller University Pressn Publish 3 biomedical journals and the occasional monograph n The Journal of Cell Biology (JCB ), founded in 1955 n The Journal of Experimental Medicine (JEM ) since 1910, founded at Hopkins in 1896 n The Journal of General Physiology (JGP ), founded in 1917n HighWire Press Publisher - All 3 journals online in late 1996/early 1997n Business Model n Institutional and Personal Subscriptions with “temporary access” (PPV) options n Print and Online Priced Separately n Tiered Pricing for Single-site Online Institutional Subs (“small, medium, large”) since 2005 Single- 2005 n Multi- Multi-site/Consortia Sales based on tiersn Access Policies n IP authentication with remote access n Free abstracts, TOCs, “front matter” (news articles), supplemental data TOCs, n Free full-text articles after 6 months (JCB and JEM) or 12 months (JGP) full- n Free PDFs of all articles back to volume 1, issue 1 n Free access to 140+ countries, deep discounts to 12 additional countries countries n Member of HINARI and AGORA
  4. 4. Mis-Identification Leads to Customer Service Problemsn Slow Order Processing n If manual, difficult to find the correct record n If electronic (ICEDIS), new orders and changes of address or IP are largely being ignoredn Unrecognized Renewalsn Interruption of Service n Online access cut off (renewals) or is slow to be set up (true new) n Print copies not mailed
  5. 5. Reasons for Confusion in the Agent-Publisher Realm n Transferral of subscription from one agent to another n Library switching to direct ordering, or vice versa n Transferral of title from one publisher to another n Legacy (end-user information not provided to publs.) n Change from print to online or print to print + online n Some agents treat such a change as a new subscription
  6. 6. ICEDIS: The International Committee on Electronic Data Interchange for Serialsn Organization of STM serials publishers, subscription agencies, and software vendors working to create and promote standards for electronic business transactions between publishers, libraries, and intermediariesn www.icedis.org
  7. 7. Members (Partial List)Publishers Subscription Agenciesn Cambridge UP n Ebscon Elsevier n Harrassowitzn IEEE n Kinokuniyan Institute of Physics n Maruzenn Nature Publishing Group n Swetsn Oxford UPn Rockefeller UP Subscription Software Vendorsn Springer Verlagn Taylor and Francis n Advantagen Wiley n THINK Subscription n Vista Annual Meetingsn United Kingdom Serials Group (UKSG), March or Apriln Frankfurt Book Fair, Octobern US Location (Possible; 2007?) ALA? SLA? Charleston?
  8. 8. ICEDIS Messagesn Subscription Order Messages n Published in 1989 (same year as the founding) n Most Widely Used Standard Message n Updated in 1998 n ISO Currency Codes n End-user Addresses (for 3 rd-Party Consolidation Orders) n Updated in 2003 n E-journal Recordn Claims & Claim Responses (missing print issues)n Dispatch/Despatch Data
  9. 9. Subscription Order Messagesn Pair of Interdependent Messagesn Advice on Existing Subscription n Publisher to Agent (summer?) n Publisher Reference, Agency Reference, Subscriber’s Name, Address, Journal Title (for each order)n Subscription Order, Renewal, or Transfer n Agent to Publisher (fall/early winter?) n All information in the Advice message plus order and payment data n Order amounts, postage amounts, start and stop volume/issue/date , volume/issue/date, quantities, check number n End-user record included for consolidation orders (1998)n Fixed-length field format with header, footer, and summary recordsn General agreement at 2005 Frankfurt meeting to explore XML versions (and revisit the message content itself)
  10. 10. More ID Confusion: Name Changes 1n Variations on a Theme n The Rockefeller Institute for Medical Research (1901) n The Rockefeller University (1965) n The New School (1919) n The New School for Social Research (1922) n 2nd division of the school: The University in Exile (1933) n Graduate Faculty of Political and Social Science (1934) n New School University (circa 2002) n Comprises 8 schools, including The Actor’s Studio and Parsons School of Design n The New School (2005)
  11. 11. More ID Confusion: Name Changes 2n Mergers and Acquisitions n Homeopathic Medical College (1848) Hahnemann Medical College (1869) Hahnemann University (1982) n Female Medical College of Pennsylvania (1850) Woman’s Medical College of Pennsylvania (1867) Medical College of Pennsylvania (1970) n MCP Hahnemann School of Medicine of Allegheny University of the Health Sciences (1993) n Largest private medical school in the US n But not for long—parent company goes bankrupt (1998) long— n MCP Hahnemann University (1998) n Tenet Healthcare Corporation acquires Allegheny’s facilities and sets up a non -profit non- (1998) n Drexel College of Medicine (2003)
  12. 12. Confusion regarding relationships among institutions: Baylor College of Medicine’s LibraryHarris County Medical Society Texas Medical Center Houston Academy of Medicine- Texas Medical Center Library
  13. 13. “Think of this site as a doorway that opens to a virtual med-tropolis.”
  14. 14. Benefits of a Good ID System(s)n Improved Customer Service n Online Access n Greatly reduce duplicate records n Print claims and online access problems greatly reduced n Metadata such as multiple library contactsn Subscription Marketing and Sales n Gap analyses n Metadata to inform new pricing models n Identification of affiliations, parent-child relationships parent- n New institutional subscriptions through personal subs analysis n Conversion of institutional print-only to online-only or print + online subscriptions through print- online- personal subs analysis n Online journal usage statistics for non -subscribing institutions non-n Lower Operational Costs n Smaller staffs through greater automation n Proper identification of non-renewals to reduce the number of renewal notices sent and to non- cut down on telephone renewal campaigns n Unnecessary grace copies need not be sentn Open Access/Author -Pay Model Access/Author- n Readily identify author’s affiliations for institutonal membership programs
  15. 15. ONIX for Licensing Terms, EDItEURn Standards for the communication of licensing termsn Building on the work of the Digital Libraries Federations Electronic Resource Management Initiative (ERMI) and the joint EDItEUR / NISO work on ONIX for Serialsn Initial funding contributions from the UK Publishers Licensing Society (PLS) and the Joint Information Systems Committee (JISC)n Recently formed Joint Working Party of NISO/DLF/EDItEUR/PLS
  16. 16. Other Institutional Identification Activityn DLF-CrossRef Stakeholders’ Meeting n Washington, DC, October 7, 2005 n ARL Librarians, OCLC, LOC, Publishers, Subscription Agents Attendedn Journal Supply Chain Efficiency Improvement Pilot (www.journalsupplychain.org) n Pilot to see how a common institutional identifier might be used effectively across the supply chain n Ringgold, Inc. n Swets Information Services n Stanford’s HighWire Press and a group of publishers with content at HighWire n The British Library n UK libraries n 9 Working Packages, corresponding to the segments of the supply chain (e.g., library- library-agent, agent-publisher, publisher-web vendor, etc.) agent- publisher-
  17. 17. Some Issuesn Granularity n How do we handle parts of the whole, “user groups” within each institution (when it’s not enough to define just the entire organization)? n Licensing Units n Postal Addressesn Governancen Maintainancen Fulfillment/Access Control Systemsn Cost of implementation
  18. 18. Identifiers are Not Just for Subscribers!n Publishers n Imprints, Divisionsn Subscription Agentsn Subscription Software Vendorsn Web Hostersn Library Systems Vendorsn Digital/Electronic Rights Management Vendorsn “Knowledge Industry” Organizations n AAP, ALA, SLA, ALPSP, CrossRef, DLF, EDItEUR, ERMI, ICEDIS, PA, PLS, SSP, STM, UKSG
  19. 19. Thank You! Gregory Malar Rockefeller University Press 1114 First Avenue New York, NY 10021 USA Tel: +1 212 327 7948 Fax: +1 212 327 7944 Email: malarg@rockefeller.edu