The Development of consortial approaches to open access in the UK

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1 This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License 27/11/2017 The Development of consortial approaches to open access in the UK Carolyn Alderson, Deputy director of Jisc Collections This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License

2 The UK experience of OA on negotiations»jisc s support for Open Access»Current status of negotiations Progress to date»the challenge»changing attitudes towards OA agreements From optimism to pessimism and scepticism»the evolving approach to negotiation 27/11/2017

3 Jisc s support for open access- Journals Submission Acceptance Publication Use Research publicatio n lifecycle Select Journal Check complianc e Manage costs Deposit in repository Report on complianc e Maximise impact Record impact Report Jisc services SHERPA RoMEO SHERPA JULIET SHERPA Fact SHERPA REF R&D:Beta Monitor UK Jisc collection s OpenDOA R Publications Router Monitor local CORE IRUS-UK RIOXX Guidance, consultancy, technical support, and OA good practice 27/11/2017 Open access cluster briefing for account managers 3

4 Jisc s support for open access Supported our consortium members in the context of OA Policy nationally and internationally:» Universities UK Open Access Coordination Group and sub groups: efficiency, service standards, repositories & monographs» RLUK OA Publisher Processes Group» RCUK Open Access Practitioners Group» European Commission - OpenAIRE: National OA Desk» European Universities Association 27/11/2017 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 4

5 Developed our service offering Jisc s support for open access Licensing and negotiation» Pure Gold» Hybrid offsetting agreements» Green» Journals and monographs Why?» Constrain costs» Support the transition to OA» Provide efficiencies» Promote compliance» Support the development of a functioning market place 27/11/2017 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 5

6 Current Negotiations»Pure Gold Open Access consortium agreements: Hindawi, BMC, PeerJ, Ubiquity Press OLH, Open Book Publishers.»OA consortium initiatives: SCOAP3 arxiv Knowledge Unlatched Reveal Digital s Independent Voices

7 Agreements with a Gold OA component» BMJ» De Gruyter» Elsevier» Georg Thieme Verlag» IOP (Institute of Physics) Publishing» SAGE Publishing (including the Royal Society of Medicine and the Institution of Mechanical Engineers)» Springer Nature» Taylor & Francis» Wiley» Royal Society of Chemistry And we expect to announce more in the near future 27/11/2017 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 7

8 Progress Increase in the volume of open access from UK authors 27/11/2017 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 8

9 Over 5 million saved in APC costs in 2016 Progress For the sample of 38 UK institutions in this report, the combined value of offset agreements across all publishers is 5.5m[ ] the total value of the six offset agreements in 2016 can be estimated at 8m. Lawson, Stuart (2017): Report on offset agreements: evaluating current Jisc Collections deals. Year 2 evaluating 2016 deals. figshare. : 15:37, Nov 17, 2017 (GMT) 27/11/2017 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 9

10 Progress Growth of Pure Gold OA 27/11/2017 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 10

11 Progress Four years ago we rarely covered:»service level agreements»read and publish models»workflows For APCs For authors 27/11/2017 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 11

12 The challenge Whilst there has never been more OA published by the UK, there has never been more pessimism about OA from many UK stakeholders 27/11/2017 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 12

13 Changing attitudes towards OA agreements Whatever happened to the transition? 27/11/2017 Title of presentation (Insert > Header & Footer > Slide > Footer > Apply to all) 13

14 Increasing expenditure on APCs Challenge: What are appropriate offset models to constrain costs and make the transition?

15 Recipients of APC expenditure Challenge: The administration of APCs is a barrier to transition

16 Growth of expenditure on Big Deals Challenge: author s freedom of choice to publish in hybrid journals limits a transition 27/11/2017 Offsetting and its discontents. UKSG

17 Increasing cost of APCs

18 Consequences of the current approach»it cannot lead to a transition to full OA»It reinforces the association of Gold OA with payment of APCs»It incentivises price rises for both subscriptions and APCs For both legacy and pure gold publishers It entrenches the article as the primary unit of assessment

19 The evolving approach to negotiations»focus on agreements that support a transition Move away from minor discounts on APCs»Addition of active service level agreements Focus on workflow, reporting, transparency, accountability Update Jisc model licence»enhance support for Green OA»Support a broader range of OA options and suppliers» Take advantage of new opportunities in collections management and discovery

20 Open Access provisions in Model Licence

21 The evolving approach to negotiations»enhance support for Green OA»Support a broader range of OA options and suppliers» Take advantage of new opportunities in collections management and discovery

22 Conclusion Reasons for optimism?

23 Thank you Carolyn Alderson Deputy director, Jisc Collections jisc.ac.uk 27/11/

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