UKSG Briefing Session Project Transfer

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UKSG Briefing SessionProject Transfer

Nancy BuckleyUKSG Project TransferBurgundy Information Services Ltd

UKSG Briefing Session 16-18 April 2007

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Briefing session overview

About Project Transfer The story so far Phase 1 Code of Conduct Phase 2 Auditing Phase 3 Transfer Database Transfer as a Tool


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About Project Transfer

Formed in April 2006 Aim: Improve Procedures for Journals

Transferring Between Publishers Contributions from Librarians,

Publishers and Agents/Intermediaries and Aggregators

Aim: to prevent messages to Lis-E-Journals, for example…!


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Lis-e-journal emails: Feb 2007

“Now You See It Now You Don't – Where Have the Backfiles and Archives of Contemporary Economic Policy and Economic Inquiry Gone?”

“Agricultural history - a lost journal?”

“ Pediatrics - will this publisher ever get anything right?”


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The story so far…

Formed a Working Group Created an Advisory Board Held quarterly meetings throughout 2006 Brainstormed all issues surrounding

journal transfers Drafted our Aims and Scope Outlined our roadmap for a three phased

approach Launched our logo and website…


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www.projecttransfer.org


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The story so far…

Also engaged in outreach to ensure that the Project was understood globally Int. Coalition of Library Consortia (ICOLC), Rome

Charleston Library Conference, US

Japanese Library Fair, Tokyo

STM Production Meeting, London

ICDL, Delhi

Electronic Resources & Library Conference, Atlanta US

North Carolina Serials Conference, US

UKSG Annual Conference, Warwick, April 2007


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Phase 1: Code of Conduct Extensive drafting and consultation over a 3

month period Launched on 16 April 2007 at UKSG Annual

Conference Aim: to achieve a commitment from all

publishers to support the work of Transfer and to improve publishers’ internal systems and processes, in order to ensure that end-users and librarians enjoy continued access to electronic content

We do realise that this will take time and is not easy, but we wanted to start somewhere…


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Roles & Responsibilities:transferring publisher1. Access to title

Continue to provide access to subscribers for at least 6 months after transfer

Apply to all journal contract transfers after 1st January 2008

Mandatory Recommended

6 months 6 months +


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Roles & Responsibilities:transferring publisher2. Subscription List

To be made available to the receiving publisher Immediately after contract is signed OR 4

months prior to effective transfer dateSubscriber Type Mandatory?

Personal/Membership List Yes

Institutional full price subscribers (print, online and print + online)

Yes

Consortia subscriber: including institutions previously holding full price sub

Yes

Consortia subscriber: including institutions that never held a full price sub & only have access by virtue of big-deal

No, but recommended


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Roles & Responsibilities:transferring publisher3. Journal URL

If one exists, publisher will transfer title-related journal domain name

Provide a URL link Provide an automatic redirect


12 months 12 months +

URL link Redirect


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Roles & Responsibilities: transferring publisher4. Born digital (recent) archive–current :

Mandatory Rights to the digital files will be

transferred to the society or publisher for the ‘Born Digital’ journal content

Where rights are owned by the transferring society or publisher, they will make available all digital files in their possession at time of signing for no additional cost


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Roles & Responsibilities: transferring publisher5. Digitized archive (backfile/legacy):

Mandatory Rights to the digital files will be

transferred to the society or publisher for the ‘Digitised Archive’ journal content

Where rights are owned by the transferring publisher, they will make available all digital files in their possession at time of signing (for an agreed cost.)


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Roles & Responsibilities: transferring publisher6. Communication – Mandatory

Communicate to subscribers at least 3 months before the effective transfer date

Insert text on journal home page:

This journal will no longer be published by <publisher name> as of <year>. Please go to <new URL> as of that date.


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Roles & Responsibilities: transferring publisher7. DOI name ownership – Mandatory

Each transferring publisher will actively sign over DOI names to the receiving publisher following the CrossRef DOI Ownership Transfer Policy.

http://www.crossref.org/02publishers/61ownership.html


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Roles & Responsibilities: transferring publisher8. Transfer Web Service – Mandatory

Add all relevant key data onto the Transfer database

The database is still in development Web –based, freely accessible RFP expected September 2007


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Roles & Responsibilities:receiving publisher9. Distribution rights

The rights owner (society or publisher) will grant non-exclusive distribution rights to the transferring publisher

To allow the transferring publisher to continue to provide access for at least 6 months after journal transfer


6 months 6 months +


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Roles & Responsibilities:receiving publisher10. Access to the title

Will make the journal content freely available on their journals website for at least one month after the effective transfer date.


1 month 1 month +


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Roles & Responsibilities:receiving publisher11.Subscription list – Mandatory

On receipt of the subscriptions lists the receiving publisher will continue to grant access, honouring prior access commitments


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Roles & Responsibilities:receiving publisher12.DOI name ownership – Mandatory

Each receiving publisher will ensure transfer of DOI names for archive content

Transfer recommends that publishers do not assign new DOI’s when they acquire content but update the existing DOI names to resolve to the new location according to CrossRef policy

http://www.crossref.org/02publishers/61ownership.html


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Roles & Responsibilities:receiving publisher13.Transfer Web Service – Mandatory

Add all relevant key data onto the Transfer database

The database is still in development Web –based, freely accessible RFP expected September 2007


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Phase 2: Auditing

Use 2007 as the roll-out for ‘owned journals’

IssuesCompliancy measured from 1st Jan 2008How to assess compliancy?

Publisher level?Journal level?

Ongoing monitoring of compliancy


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Phase 3: Transfer Database

An online resource which tracks and lists journal transfer data

Data components have been identified:BibliographicLocationFormatSubscriptions data

Estimation of costs Funding model: sponsorship/advertising Timeframe: RFP September 2007


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How to use Transfer as a tool

For Publishers Encourage societies to update journal contracts Persuade stubborn societies to apply best practice PR: Use Transfer logo to demonstrate compliancy

and best practice For Librarians

Ensure consistent access to users Improve renewal period and processes Insist on Transfer compliancy in your

publisher agreements and license terms

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Thank you!

www.projecttransfer.orgNancy Buckley:

[email protected]

UKSG Briefing Session Project Transfer

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