Library Consortium Organizations: International Developments

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Library Consortium Organizations International
Developments
International Seminar onCollaborative Management
of Electronic Resources

• Arnold The ICOLC-inator Hirshon
• Executive Director

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Activities and Current Issues
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Early History

• 1997
• Formed as the Consortium of Consortia -- an
  informal group of people interested in e-resource
  and consortium management
• First meetings held in North America
• 1998
• Became an international organization
• First published guideline
• 1999
• First European meeting held

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Question From Where Does ICOLC Draw Its Power
and Authority?

• ANSWER ICOLC has power but absolutely no
  authority!
• The authority is self-declared
• ICOLC not officially incorporated
• ICOLC has no legal authority
• Power is as it is perceived by others and as
  derived from the combined purchasing of member
  consortia

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Web Sites

• Public site
• http//www.library.yale.edu/consortia/
• Members-only site
• http//silver.ohiolink.edu/ioclc/

Note this is not a typographical error!
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Members (Officially-Registered Sites)
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Listserv Individual Subscribers

• Australia
• Belgium
• Canada
• China
• Denmark
• Estonia
• Finland
• France
• Germany
• Greece

• Hong Kong
• India
• Israel
• Italy
• Japan
• Lebanon
• Mexico
• Namibia
• Netherlands
• Norway

• South Africa
• Spain
• Sweden
• Switzerland
• Taiwan
• Turkey
• United Kingdom
• United States

List name consort_at_ohiolink.edu To subscribe
tom_at_ohiolink.edu
n 2
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Guidelines Statements

• Official Statements
• Privacy Guidelines for Electronic Resources
  Vendors (2002)
• Statement of Current Perspective and Preferred
  Practices for the Selection and Purchase of
  Electronic Information (1998 updated 2001)
• Guidelines for Statistical Measures of Usage of
  Web-Based Information Resources (1998 updated
  2001)
• Guidelines for Technical Issues in Request for
  Proposal (RFP) Requirements and Contract
  Negotiations (1999)
• Comments and Endorsements
• Endorsement of the Bath Profile (2001)
• Statement of Concern on SilverPlatter/Kluwer
  merger
• Correspondence re. CrossRef and DOI

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Selection and Purchase Of Electronic Information
(1998)

• Pricing And Purchasing Models
• Move From Print Plus to Electronic Plus
  Purchase Model
• Selective Purchase Model
• Eliminate No-Cancellation Clauses
• Do Not Repackage Content
• Curtail repackaging content
• Change The Roles Of Intermediaries
• Usage Statistics
• Flexible Models To Accommodate Global Needs
• Support for countries in transition
• Improving The Usability Of Electronic Journals
• Complete And Consistent Content
• Fair Use
• Open Linking
• Non-English Content
• Long-Term Access And Archiving
• ICOLC-Publisher Partnerships to Secure Permanent
  Access
• Archiving Costs
• Archiving Models

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Meetings

• Publisher grille sessions
• Discussion groups on consortium management
  current issues

• North American ICOLC
• St. Louis, 1997
• Chicago, 1997
• Atlanta, 1998
• Denver, 1998
• Scottsdale, 1999
• Hickory Ridge,1999
• Orlando FL, 2000
• Vancouver (Can.), 2000
• Newport, 2001
• Stone Mountain, 2001
• Portland, 2002
• Nashville, 2002
• Las Vegas, 2003
• San Diego, 2003

• European ICOLC (E-ICOLC)
• Cranfield, UK, 1999
• Berlin, Germany 2000
• Helsinki, Finland, 2001
• Thessaloniki, Greece, 2002
• Elsinore, Denmark, 2003
• eIFL
• Pula, Italy, 2003

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Next Meetings

• ICOLC N.A.
• Spring 2004 (New Orleans)
• Change from semi-annual to annual meeting
• Encourage participation at European meeting
• ICOLC Europe
• Location for fall 2004 to be determined)
• ICOLC eIFL
• Part of General Assembly meeting

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Current IssuesOverview

• Electronic information
• Information access issues
• Organizational concerns

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Current Issues E- Information

• Changes in the e-resource pricing landscape
  changes
• e-books
• e-journals
• Cost sharing strategies and formulas
• How to cope with publishers who are now wiser
  about negotiating with consortia
• Reduced funding and cancellation of subscriptions
  by members
• Institutional repositories
• Consortium overlap and e-resource price shopping
  by members

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Current IssuesInformation Access

• Local digitization and institutional repositories
• E-journal archiving realities and strategies
• Virtual reference
• E-interlibrary loan allowances
• Corporate mergers reduced competition smaller
  discounts
• Encouraging open access and alternatives
  publications
• Member libraries encourage purchasing
• Consortia becoming marketing agents (NELINET,
  GWLA)

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Current IssuesOrganization

• Consortial overlap and competition
• Funding reduced member budgets government
  funding
• Expanding the consortium agenda to stay relevant

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Program Update
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Background

• Goal to create a credible, compatible,
  consistent code of practice to report
  publisher/vendor-related statistics for the
  global information community
• Why Libraries and consortia need online usage
  statistics
• To assess the value of different online
  products/services
• To support collection development
• To plan infrastructure
• Why Publishers need online usage statistics
• To experiment with new pricing models
• To assess the relative importance of the
  different channels by which information reaches
  the market
• To provide editorial support
• To plan infrastructure

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Code of Practice, Release 1Main Features

• Standard definitions of terms used
• Specifications for Usage Reports
• Data processing guidelines
• Auditing requirement
• Compliance
• Maintenance and development of the Code of
  Practice

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Standard Definitions of E-Resource Statistical
Terms

• Data elements to be collected
• Page views
• Bibliographic data
• Page type
• Source of page
• Authentication of user
• Access rights
• Session data
• Market elements

Every effort was made to incorporate or reconcile
the definitions with existing ones from other
groups, such as NISO and ICOLC
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Specifications for Usage Reports

• Content Reports Level 1
• Journal Report 1 of successful full-text
  article requests by month and journal
• Journal Report 2 Turnaways by month and journal
• Database Report 1 Total searches sessions by
  month database
• Database Report 2 turnaways by month database
• Database Report 3 Total searches sessions by
  month service
• Content Reports Level 2
• Journal Report 3 of successful item requests
  and turnaways by month, journal page type
• Journal Report 4 total searches run, by month
  service
• Report format CSV file, as a Microsoft Excel file

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Journal Report 1 Successful Full-Text Article
Requests by Month and Journal

Example
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Enhancements Under Consideration

• Journal Report 3 reduce number of fields
  covered.
• Journal Report 3 extract some features and make
  them Level 1.
• New Journal Report which provides full text
  requests for html and PDF files separately
• Provide each usage report in a separate
  spreadsheet
• Add a column that identifies the publisher for
  each journal or database
• Provide a separate report that summarises the
  totals for each individual report
• Break down usage reports by year of publication
• Break down usage reports by type of
  subscription/access
• XML DTD for usage reports
• Specify that usage reports must be available on
  the vendor test site ready for downloading (i.e.
  not generated on the fly)
• Extend reporting deadline beyond two weeks to one
  month
• Provide usage reports at article level
• Usage reports on e-books and e-reference works
• Provide a toolkit that enables customers to
  combine, automatically, the usage statistics from
  the different vendor URLs

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Compliant Publishers
Initial List

• Intend to Comply
• American Chemical Society
• American Institute of Physics
• CABI
• EBSCO
• Extenza
• Elsevier
• HighWire
• Institute of Physics
• NPG
• Wiley

• Currently Compliant
• Annual Reviews
• Atypon Systems
• Blackwell Publishing
• Ingenta
• Institute for Scientific Information (ISI)
• Oxford University Press
• Portland Press

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Auditing Requirements

• A publisher or content provider will be able to
  state that it is Counter Compliant only if this
  can be certified through an independent audit
• Audit scope reports, processes application of
  definitions
• Auditing will be required beginning in 2004

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Future Developments2003 and Beyond

• Objectives for 2003
• Promote and gain acceptance for the Code of
  Practice
• Obtain feedback on Release 1
• Complete list of approved auditors
• Define and set up a permanent administrative
  structure
• Promote publisher, library, consortium
  memberships in COUNTER
• Full implementation by vendors for 2004
  subscription year
• Beyond 2003
• Build membership of COUNTER
• Extend and deepen Code of Practice
• Cover e-books, etc
• Journal reporting at article level

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Questions?
I did not make the universe. I merely explain
it. Woody Allen

• Arnold Hirshon
• ahirshon_at_nelinet.net
• www.nelinet.net / ahirshon