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Society for Scholarly Publishing

The document summarizes the history and objectives of TFOCIS (Task Force on Consortia and Institutional Sales). TFOCIS was formed in November 2002 to address issues small publishers faced with library consortia negotiations. Its objectives were to 1) create an open package with common pricing and licensing for small publishers and 2) contract sales representatives for multi-publisher subscription sales and consortia negotiations. As of today, 32 publishers participate with 68 journal titles offered through a common online shop, though challenges remain in increasing participation and collections.

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TFOCIS—Task Force on Consortia and Institutional Sales Jennifer Pesanelli Director of Publications Federation of American Societies for Experimental Biology jpesanelli@faseb.org History l November 2002 l Mark Patterson from the Company of Biologists l Issue—Library consortia and the small publisher l Libraries want large collections, package negotiation l Small publisher options l Ignore consortia l Negotiate through third parties l Collaborate with other publishers—large or small Motivations l Small publishers included in consortia discussions l Improve understanding of the marketplace and our customers l Improve access to our journals l Stabilize revenues 1
Considerations l Journal collections? l How many journals? Subject-based? Titles in multiple collections? Non -HighWire affiliated journals? l Licenses l Governing law, warranties, local loading, post- termination access l Pricing l Single model? Current holdings? Size of consortium? Etc. TFOCIS is Born: January 2003 Task Force on Consortia and Institutional Sales The Players l Michael Clarke from the American Academy of Pediatrics l Bonnie Zavon from HighWire Press l 43 societies/publishers (initially) l International l Clinical and research 2
Objectives l Phase 1—Create a web-based open package l Same pricing model l Same licensing guidelines l Phase 2—Contract for group sales representation l Third party representative(s) l Multi-site/Multi-publisher subscription sales l Consortia negotiations Problems l Getting anyone to agree on anything l Devising a pricing model to fit the majority l Approving terms and conditions as a group But we managed… Phase 1—Shop for Journals 3
Shop for Journals Common Terms and Conditions Choose Your Institution Type 4
Select Journals View Customized Price Chart 5
Is it working? l As of today: l 32 publishers participating l 68 titles being offered (862 titles on HW) l (more data to come from Bonnie) l Problems l Still a small collection l HighWire viewed as publisher Phase 2: Sales Representation l RFP for sales representation—March 2004 l 12 proposals l Decision in May 2004 l Some publishers had existing contract l Publishers negotiated license individually 6
Selling Our Titles l Librarians and consortia can pick and choose titles l Emphasis on up-selling l Prices negotiated title-by-title l Payment made to sales representative l Representative pays publishers, less commissions Status of TFOCIS Today? Status of TFOCIS Today? 7

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92 pesanelli

  • 1. TFOCIS—Task Force on Consortia and Institutional Sales Jennifer Pesanelli Director of Publications Federation of American Societies for Experimental Biology jpesanelli@faseb.org History l November 2002 l Mark Patterson from the Company of Biologists l Issue—Library consortia and the small publisher l Libraries want large collections, package negotiation l Small publisher options l Ignore consortia l Negotiate through third parties l Collaborate with other publishers—large or small Motivations l Small publishers included in consortia discussions l Improve understanding of the marketplace and our customers l Improve access to our journals l Stabilize revenues 1
  • 2. Considerations l Journal collections? l How many journals? Subject-based? Titles in multiple collections? Non -HighWire affiliated journals? l Licenses l Governing law, warranties, local loading, post- termination access l Pricing l Single model? Current holdings? Size of consortium? Etc. TFOCIS is Born: January 2003 Task Force on Consortia and Institutional Sales The Players l Michael Clarke from the American Academy of Pediatrics l Bonnie Zavon from HighWire Press l 43 societies/publishers (initially) l International l Clinical and research 2
  • 3. Objectives l Phase 1—Create a web-based open package l Same pricing model l Same licensing guidelines l Phase 2—Contract for group sales representation l Third party representative(s) l Multi-site/Multi-publisher subscription sales l Consortia negotiations Problems l Getting anyone to agree on anything l Devising a pricing model to fit the majority l Approving terms and conditions as a group But we managed… Phase 1—Shop for Journals 3
  • 4. Shop for Journals Common Terms and Conditions Choose Your Institution Type 4
  • 5. Select Journals View Customized Price Chart 5
  • 6. Is it working? l As of today: l 32 publishers participating l 68 titles being offered (862 titles on HW) l (more data to come from Bonnie) l Problems l Still a small collection l HighWire viewed as publisher Phase 2: Sales Representation l RFP for sales representation—March 2004 l 12 proposals l Decision in May 2004 l Some publishers had existing contract l Publishers negotiated license individually 6
  • 7. Selling Our Titles l Librarians and consortia can pick and choose titles l Emphasis on up-selling l Prices negotiated title-by-title l Payment made to sales representative l Representative pays publishers, less commissions Status of TFOCIS Today? Status of TFOCIS Today? 7