陈文娟,叶继元,卢文辉

• 1:南京大学信息管理学院
• 2:河南财经政法大学图书馆

摘要(Abstract)：

近年来，国外文献信息供应商巨头的并购活动愈演愈烈，为其塑造行业格局、加强话语权起到了关键作用，也给图书馆文献信息资源建设带来了深远的影响。文章分析了国外文献供应商并购的战略目的，指出争夺市场份额、增强竞争力始终是供应商并购背后的基本逻辑，并对Elsevier等7大文献信息供应商巨头近年来的并购活动进行考察，分析其中所呈现的4大特征：频率高、规模大，跨界尺度大，信息与情报服务领域成为热点，以及面向终端用户布局。文章探讨了文献信息供应商巨头并购给图书馆文献信息资源建设与服务带来的不利影响，如价格上涨、信息服务封锁、多样性减少、权力失控与让渡、数据安全隐患等，建议在改进馆藏策略与资源共享服务、加强谈判能力、转变采购模式、探索合理的开放获取实施路径，以及推进开放学术基础设施建设等方面，图书馆界与其他利益相关者共同付诸努力以应对潜在危机。

关键词(KeyWords)： 文献信息供应商;出版商;并购;文献信息资源建设

Abstract:

Keywords:

基金项目(Foundation): 国家社会科学基金重大课题“新时代我国文献信息资源保障体系重构研究”(编号:19ZDA346);; 河南省哲学社会科学规划项目“‘全评价’理论框架下高校图书馆数字资源评价与发展策略研究”(编号:2019CZH009)的阶段性研究成果

作者(Author): 陈文娟,叶继元,卢文辉

DOI: 10.16603/j.issn1002-1027.2022.06.008

参考文献(References)：

• 1 管理科学技术名词审定委员会.管理科学技术名词：2016[M].北京：科学出版社，2016:326.
• 2 图书馆·情报与文献学名词审定委员会.图书馆·情报与文献学名词[M].北京：科学出版社，2019:44.
• 3 Lamb D.Trends in U.S.Trade book publisher mergers and acquisitions[J].Publishing Research Quarterly,2020,36(3):323-334.
• 4 Chen G,Posada A,Chan L.Vertical integration in academic publishing[C]//Connecting the Knowledge Commons-From Projects to Sustainable Infrastructure:the 22nd International Conference on Electronic Publishing-Revised Selected Papers.OpenEdition Press,2019:15.
• 5 Ferguson C L.Elsevier,bepress,and a glimpse at the future of scholarly communication[J].Serials Review,2018,44(1):51-56.
• 6 Posada A,Chen G.Inequality in knowledge production:the integration of academic infrastructure by big publishers[C/OL]// Toronto:ELPUB,2018[2021-12-28].https://hal.archives-ouvertes.fr/hal-01816707v1.
• 7 任翔.后数字时代的颠覆与融合：2019年欧美数字出版评述及展望[J].出版广角，2020(5):10-14.
• 8 Larivière V,Haustein S,Mongeon P.The oligopoly of academic publishers in the digital era[J].Plos One,2015,10(6):e0127502.
• 9 Publishers Weekly.Random House,Penguin merger completed[EB/OL].[2021-12-25].https://www.publishersweekly.com/pw/by-topic/industry-news/industry-deals/article/58047-random-house-penguin-merger-completed.html.
• 10 Carras C,Faughnder R.Penguin Random House to purchase Simon&Schuster in massive publishing deal[EB/OL].[2021-12-25].https://www.latimes.com/entertainment-arts/books/story/2020-11-25/penguin-random-house-buys-simon-and-schuster.
• 11 Noorden R V.Nature owner merges with publishing giant[EB/OL].[2021-12-25].https://www.nature.com/articles/nature.2015.16731.
• 12 Breeding M.Clarivate to acquire ProQuest[EB/OL].[2021-12-25].https://librarytechnology.org/document/26445.
• 13 RELX.Annual report and financial statements 2020[R/OL].[2021-12-25].https://www.relx.com/～/media/Files/R/RELX-Group/documents/reports/annual-reports/2020-annual-report.pdf.
• 14 Lagoze C,Edwards P,Sandvig C,et al.Should I stay or should I go?alternative infrastructures in scholarly publishing[J].International Journal of Communication,2015(9):1052-1071.
• 15 Meagher K.Introduction:the politics of Open Access-decolonizing research or corporate capture?[J].Development and Change,2021,52(2):340-358.
• 16 Posada A,Chen G.Preliminary findings:rent seeking by Elsevier[EB/OL].[2021-12-25].http://knowledgegap.org/index.php/sub-projects/rent-seeking-and-financialization-of-the-academic-publishing-industry/preliminary-findings.
• 17 Aspesi C,Allen N,Crow R,et al.A roadmap for action:academic community control of data infrastructure[EB/OL].[2021-12-25].https://digitalcommons.unl.edu/cgi/viewcontent.cgi?article=1133&context=scholcom.
• 18 Tennant J.Democratising knowledge:a report on the scholarly publisher,Elsevier[R/OL].[2021-12-25].https://www.norrag.org/democratising-knowledge-a-report-on-the-scholarly-publisher-elsevier-by-dr-jonathan-tennant/.
• 19 Esposito J.Libraries may have gotten the privacy thing all wrong[EB/OL].[2021-12-28].https://scholarlykitchen.sspnet.org/2016/06/23/libraries-may-have-gotten-the-privacy-thing-all-wrong.
• 20 Dempsey L.A new information management landscape:from Outside-In to Inside-Out[C/OL]// New roles for the road ahead:essays commissioned for ACRL's 75th anniversary.Chicago :The Association of College & Research Libraries,2015[2021-12-28].https://acrl.ala.org/newroles/?page_id=255.
• 21 Caldwell R.A provisional system to evaluate journal publishers based on partnership practices and values shared with academic institutions and libraries[J].Publications,2020,8(3):39.
• 22 Brugger K.White House formally invites public comment on Open-Access policies[EB/OL].[2021-12-20].https://www.sciencemag.org/news/2020/02/white-house-formally-invites-public-comment-open-access-policies.
• 23 Tennant J.Mergers,acquisitions,dysfunction:the MAD-ness of scholarly publishing[EB/OL].[2021-12-25].https://doi.org/10.6084/m9.figshare.6044390.v1.m.
• 24 Pooley J.Read-and-Publish Open Access deals are heightening global inequalities in access to publication[EB/OL].[2022-02-25].https://blogs.lse.ac.uk/impactofsocialsciences/2020/02/21/read-and-publish-open-access-deals-are-heightening-global-inequalities-in-access-to-publication.
• 25 Sengupta P.Open Access publication:academic colonialism or knowledge philanthropy?[J].Geoforum,2021,118:203-206.
• 26 Joseph H,Shearer K.Elsevier acquisition highlights the need for community-based scholarly communication infrastructure[EB/OL].[2021-12-25].https://sparcopen.org/news/2017/elsevier-acquisition-highlights-the-need-for-community-based-scholarly-communication-infrastructure/.
• 27 Willinsky J.The academic library in the face of cooperative and commercial paths to Open Access[J].Library Trends,2018,67(2):196-213.
• 28 Vieira S.Open Access and the changing landscape for library acquisitions:interview with Gregory T.Eow[J].Serials Review,2019,45(3):167-170.