NISO Webinar: What to Expect When You're Expecting a Platform Change: Perspectives from a Publisher and a Librarian

What to Expect When You're Expecting a Platform Change:

Perspectives from a Publisher and a Librarian

April 11, 2012

Speakers: Gillian Howcroft and Kelly Smith

http://www.niso.org/news/events/2012/nisowebinars/platforms_for_eresources/

“FEEL THE FEAR AND DO IT ANYWAY© – HOW TO MANAGE A PLATFORM MIGRATION”

Gillian HowcroftDirector, eProductsTaylor & Francis Journals

11 April 2012 NISO Webinar

On this day...11 April

On this day...11 April

“Houston we have a problem...”

On this day...11 April

“Houston we have a problem...”

“Despite great hardship...the crew returned safely to Earth”

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Solicit and manage

submissionsManage peer

review

Production

Publish and disseminate

Edit and prepare

Archive and promote

• Organize editorial boards• Launch new specialist journals

Publishers have invested heavily to digitize since 2000

• The journal industry has invested £2+ billion since 2000Figures in current (2009) UK pounds using gdp deflators

77

Solicit and manage

submissionsManage peer

review

Production

Publish and disseminate

Edit and prepare

Archive and promote

• Organize editorial boards• Launch new specialist journals

Author Submission & Editorial Systems

>£70 million

eJournal BackfileseReference Works

>£150 million

Production Tracking Systems>£50 million

Electronic Platforms, e.g.

T&F OnlineScienceDirect

Wiley Online LibraryHighwire

SpringerLink

>£1500 million

Publishers have invested heavily to digitize since 2000Bold = Estimated cumulative investment since 2000

Electronic Warehousing>£60 million

• The journal industry has invested £2+ billion since 2000Figures in current (2009) UK pounds using gdp deflators

Other support and related systems>£300 million

2010/11 Platform Investment

• 2010 saw significant releases from– SpringerLink (MetaPress service)– Sage Journals Online (H2O)– Oxford Journals (H2O)– Wiley Online Library– RSC Publishing (Rave Technologies)– SciVerse (Elsevier)– American Chemical Society (Atypon

Literatum)

2010/11 Platform Investment

• 2010 saw significant releases from– SpringerLink (MetaPress service)– Sage Journals Online (H2O)– Oxford Journals (H2O)– Wiley Online Library– RSC Publishing (Rave Technologies)– SciVerse (Elsevier)– American Chemical Society (Atypon

Literatum)• 2011

– Taylor & Francis Online (Atypon Literatum)

1. Know what you want

A virtuous circle of conversation with editors, librarians, researchers & authors

T&F Online Roadmap

1. Know what you want

A virtuous circle of conversation with editors, librarians, researchers & authors

T&F Online Roadmap

Direction

Corporate Governance

2. Have a good online platform governance structure

Product Manager

Online Programme Board

RealisationProgramme Mgr

Project MgrBusiness,

Operations & Reporting

Project MgrUI & Launch

Project MgrContent

Migration

Project MgrCustomer & Transaction

Project MgrTesting

OnlinePlatform

Release 1.0 (Jun’11) Release

2.01 (Feb’12)

Release 2.02

(Sep’12)TBD

3. Accept the need for change

• Don’t be afraid to consider changing your business process– The solution may be better for the customer

in the long term– Does the ‘solution’ hold true in the non-print

world?

3. Accept the need for change

• Don’t be afraid to consider changing your business process– The solution may be better for the customer

in the long term– Does the ‘solution’ hold true in the non-print

world?• And don’t be afraid to change a project

process which is not working! – We moved from external designer to internal

3. Accept the need for change

• Don’t be afraid to consider changing your business process– The solution may be better for the customer

in the long term– Does the ‘solution’ hold true in the non-print

world?• And don’t be afraid to change a project

process which is not working! – We moved from external designer to internal

• Take your supplier’s advice– They have done it before and can be

objective

4. Communicate and Engage Staff

• There is no such thing as too much internal communication– Engagement and awareness– Make sure staff know what is happening

when and what their role is

4. Communicate and Engage Staff

• There is no such thing as too much internal communication– Engagement and awareness– Make sure staff know what is happening

when and what their role is• Train your staff at that right time

4. Communicate and Engage Staff

• There is no such thing as too much internal communication– Engagement and awareness– Make sure staff know what is happening

when and what their role is• Train your staff at that right time• Build a great delivery

team

4. Communicate and Engage Staff

• There is no such thing as too much internal communication– Engagement and awareness– Make sure staff know what is happening

when and what their role is• Train your staff at that right time• Build a great delivery

team• Success will come

5. Communicate with customers

• Wide group of ‘customers’ to communicate with from Library to Link Resolver to Agents to Federations to CrossRef!

5. Communicate with customers

• Wide group of ‘customers’ to communicate with from Library to Link Resolver to Agents to Federations to CrossRef!

• Communicate clearly but not too early– Customers need to know what to do when– Plan how frequently you

need to communicate– Consult if you can on key

issues– Be “Glocal”

5. Communicate with customers

• Wide group of ‘customers’ to communicate with from Library to Link Resolver to Agents to Federations to CrossRef!

• Communicate clearly but not too early– Customers need to know what to do when– Plan how frequently you

need to communicate– Consult if you can on key

issues– Be “Glocal”

• Follow up and listen!

6. Migrating content and customer information

6. Migrating content and customer information

Content

6. Migrating content and customer information

Content• Don’t under estimate

how long this can take

6. Migrating content and customer information

Content• Don’t under estimate

how long this can take• The steps:

Audit your inventory Standardize it Validate it Correct it Then start loading it

6. Migrating content and customer information

Content• Don’t under estimate

how long this can take• The steps:

Audit your inventory Standardize it Validate it Correct it Then start loading it

Customer information

6. Migrating content and customer information

Content• Don’t under estimate

how long this can take• The steps:

Audit your inventory Standardize it Validate it Correct it Then start loading it

Customer information• Don’t under estimate

the impact here

6. Migrating content and customer information

Content• Don’t under estimate

how long this can take• The steps:

Audit your inventory Standardize it Validate it Correct it Then start loading it

Customer information• Don’t under estimate

the impact here• Data cleansing may

be needed to move it from one system to another

6. Migrating content and customer information

Content• Don’t under estimate

how long this can take• The steps:

Audit your inventory Standardize it Validate it Correct it Then start loading it

Customer information• Don’t under estimate

the impact here• Data cleansing may

be needed to move it from one system to another

Whatever you do, document it

7. Testing

1. System Testingo Starts with requirements sign-offo First idea of your new build (code quality

and defect levels)

7. Testing

1. System Testingo Starts with requirements sign-offo First idea of your new build (code quality

and defect levels)

2. Usability Testing (-6 months)o End users as widely as possibleo Not necessarily customers

7. Testing

1. System Testingo Starts with requirements sign-offo First idea of your new build (code quality

and defect levels)

2. Usability Testing (-6 months)o End users as widely as possibleo Not necessarily customers

3. User Acceptance Testing (-2 months)o Business staff

7. Testing

1. System Testingo Starts with requirements sign-offo First idea of your new build (code quality

and defect levels)

2. Usability Testing (-6 months)o End users as widely as possibleo Not necessarily customers

3. User Acceptance Testing (-2 months)o Business staff

4. Library Preview (-1 month)o Invitation only

What if something goes wrong?

• Have a good launch plan– Start 4 weeks before with weekly meetings

then week 3 (daily) to launch week (4 hourly)

– Staff on call

What if something goes wrong?

• Have a good launch plan– Start 4 weeks before with weekly meetings

then week 3 (daily) to launch week (4 hourly)

– Staff on call• Take ownership of the problem

– Customers need to know you are taking them seriously

– Investigate and let the customer know when you will come back to them..stick to your word

Measuring Success

• Agree your success criteria at launch + 12 months after

Measuring Success

• Agree your success criteria at launch + 12 months after

• Measure traffic weekly, monitor your usage growth monthly

Measuring Success

• Agree your success criteria at launch + 12 months after

• Measure traffic weekly, monitor your usage growth monthly

• Track your subscription renewals and article purchase spend monthly

Measuring Success

• Agree your success criteria at launch + 12 months after

• Measure traffic weekly, monitor your usage growth monthly

• Track your subscription renewals and article purchase spend monthly

• Accept Feedback (positive and negative)

Measuring Success

• Agree your success criteria at launch + 12 months after

• Measure traffic weekly, monitor your usage growth monthly

• Track your subscription renewals and article purchase spend monthly

• Accept Feedback (positive and negative)• Build on the relationship with your

supplier

Measuring Success

• Agree your success criteria at launch + 12 months after

• Measure traffic weekly, monitor your usage growth monthly

• Track your subscription renewals and article purchase spend monthly

• Accept Feedback (positive and negative)• Build on the relationship with your

supplier• Keep going!

“The webpage looks very good indeed - very clean and precise…” Editor

Positive feedback..

“I want to commend T&F for creating an administrative {area} that is so thoroughly intuitive and easy to use”Librarian

“The site is cleaner and easier to use and I like that the name Taylor & Francis is on the site instead of Informaworld” Librarian

“I find Taylor & Francis Online really impressive. Very fast and very good to look at. The wait was worth it.” Editor

Successful Launch of Apollo 14 Saturn V, 31 January 1971

“Feel the fear and do it anyway “by Susan Jeffers ©

Thanks to you for listening!

Here’s to a successful launch!

Dream a Little Dream

A Librarian Envisions the Ideal Platform Migration

Kelly SmithInterim Coordinator for Collection Services

Eastern Kentucky University Librarieskelly.smith2@eku.edu

Basics

Communication – early and often Informational materials to support instruction – tutorials, etc. Timing – mid to late semester is bad; early summer is best

“They’re all trying to stake out their turf,” she says. Even if the tools are useful, “It’s very, very frustrating when you’re trying to keep things very clear and simple for students.”

~Julie Ouska, CIO, Colorado Community College System

Read more: Steve Kolowich, “The Digital Landscape's Blurry Boundaries ,“ Inside Higher Ed, March 1, 2012, http://www.insidehighered.com/news/2012/03/01/kno-cengage-lawsuit-highlights-high-stakes-digital-migration#ixzz1nrxtejNm

Usability

InteroperabilityCustomizability

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CustomizabilityInteroperability

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CustomizabilityInteroperabilityUsability

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Interoperability

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MARCH 2012 – ERIL-L Listserv exchange

We've noticed some issues with some of the features in Sage Research Methods Online (SRMO) recently, and we wanted to see if it's just us, or whether it's affecting other libraries as well. Has anyone noticed the following? 1. When you use the advanced search feature, you are forced to set a date range before continuing 2. When you are in an article or book chapter, the links to 'export citation' or 'download fulltext' do nothing 3. When you view a book, you are unable to see the table of contents (e.g.) sage handbook of action research, doi: 10.4135/9781848607934 10.4135/9781848607934 10.4135/9781848607934 10.4135/9781848607934 10.4135/9781848607934 10.4135/9781848607934 We've tried viewing this database using IE and Firefox so it doesn't seem to be browser specific.

I also noticed the date range issue in advance search and the lack of table of contents on SRMO (happens in Chrome too). And it might be of interest that I noticed these after learning that some of the marc records I'd picked up from the SRMO website and loaded into our catalogue had invalid URLs - some point to Sage Research Online (where we don't have the content), and others just don't work.

We queried the DOI’s in the SRMO database that are not working, not on title or chapter level. Below the reply we got from the Sage Technical Support. Links within individual records in WorldCat are mostly returning a Page not found error. I’ve stopped the loading of the SRMO MARCH records in our cataloguing division until Sage can decide if they want to want to “make our Sage experience a success” as promised. We also reported the problem with the “export citation” and “download fulltext” to Sage, even included the coding error for them. First they “could not replicate the problem”, then also just apologised for the problem. The options magically started to function from last Thursday or Friday. Unacceptable that a major publisher can hold libraries ransom with a promise of a new platform. Even the sign-up link for the beta version of Sage Knowledge is returning an error. Not a good indication if things to come.

Thank you for contacting SAGE Technical Support and I am sorry for the trouble you are having.

SAGE Reference DOIs have not yet been submitted to CrossRef. SAGE is launching a new product this summer, SAGE Knowledge, that will include SAGE Reference content. DOIs will be submitted to CrossRef when SAGE Knowledge is launched.

If you have further questions about SAGE Knowledge, please contact our CUSTOMER SERVICE DEPARTMENT at subscriptions@sagepub.co.uk or call +44 (0) 20 7 324 8500.

Thank you for your patience and please accept our apologies for any inconvenience.

Interoperability

Usability

UsabilityInteroperability

OpenURL – (inbound & outbound)

Working features

Local branding

Clear indication of local availability

Options to change default searches - and other platform preferences

Meets accessibility standards

Durable URLs with proxies

MARC records

Discoverable metadata – not siloed

Mobile options

Maintains all content from previous site

Counter and Sushi statistics