The British National Approach to
Scholarly Communication
Lorraine Estelle
Executive director content and discovery and
div...
JISC today
• Vision: To make the UK the most digitally advanced
education and research nation in the world
• Mission: To e...
Jisc Collections: overview
• Now part of Jisc Content and Discovery
• Jisc Collections supports the procurement of
digital...
Mission
• Direct provision of key digital media resources
– Licensed on behalf of the UK community
– Made available at lit...
Based on an informed view of our
community
• Research and knowledge sharing
– Examines the needs and behaviours of modern ...
Jisc Collections and OA policy
• Universities and other research organisations
respond to policy changes
• This manifests ...
Open access: responding to an
increasing demand from universities
• Policies driving UK universities
– Finch report
– Fund...
Finch report overview
• Funded by Department of Business, Innovation and Skills, the Higher
Education Funding Council for ...
Finch report overview
– Future discussions between universities and publishers on the pricing of big
deals should take int...
Influential policies
• Funders operating mandates
– Research Councils UK
• Gold and Green options
• Provide funding to APC...
Jisc Collections APC strategy
• Focus on sustainability for all stakeholders
• Identify and provide practical solutions
• ...
Universities’ concerns
• Based on preliminary consultations
• Main issues
– Overall cost of APCs including administration
...
Universities’ concerns
• What do universities want Jisc Collections to do?
– We are consulting them at the moment
– Indica...
JISC APC: practical help for libraries
and research managers
• Online administration platform enabling
universities, resea...
Practical help for researchers: Sherpa
services
• RoMEO
– Summarizes publishers’ conditions and categorizes
publishers, in...
Looking ahead
• Integrating OA into “normal life”
– University systems adapting

• Takeup will expand quickly under the im...
Some publishers leading from the
front
• Royal Society for Chemistry
– “Gold for Gold”
– Links APCs to subscriptions
– Vou...
Some publishers leading from the
front
• Universities are very pleased to see
willingness to try different approaches
• Ne...
Thank you

Lorraine Estelle
l.estelle@jisc-collections.ac.uk
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Charleston Neapolitan: The British National Approach to Scholarly Communication, by Lorraine Estelle, JISC

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Charleston Neapolitan: The British National Approach to Scholarly Communication, by Lorraine Estelle, JISC

  1. 1. The British National Approach to Scholarly Communication Lorraine Estelle Executive director content and discovery and divisional CEO Jisc Collections
  2. 2. JISC today • Vision: To make the UK the most digitally advanced education and research nation in the world • Mission: To enable people in higher education, further education and skills in the UK to perform at the forefront of international practice by exploiting fully the possibilities of modern digital empowerment, content and connectivity • Transformation programme lasting 12 months, now nearing completion • Focus on strategic priorities for our sector • Different parts of the organisation now either combined or working closely together
  3. 3. Jisc Collections: overview • Now part of Jisc Content and Discovery • Jisc Collections supports the procurement of digital content for education and research in the UK • Customers include – Universities – Library consortia – Further education colleges – Skill and training providers
  4. 4. Mission • Direct provision of key digital media resources – Licensed on behalf of the UK community – Made available at little or no cost • Selection and negotiation for wide range of thirdparty content – Mediate successfully between commercial and academic interests – Obtain the best possible pricing and licence terms to support research and education • Ensure the availability of data and tools to measure value for money and ROI
  5. 5. Based on an informed view of our community • Research and knowledge sharing – Examines the needs and behaviours of modern students and researchers to inform resource development and licensing – Explores how innovative tools and technology can support efficient procurement – Develops effective and sustainable business models for eresources – Leads to collaborative licensing for wider access – Keeps us, and our members, at the forefront of the scholarly communications environment. • Strategic view of economic issues facing education, research and libraries
  6. 6. Jisc Collections and OA policy • Universities and other research organisations respond to policy changes • This manifests itself in changing requirements • Jisc Collections responds to those changing requirements • What matters to us is how the universities decide to respond to policy developments – Their requirements are paramount – We aim to help implementation
  7. 7. Open access: responding to an increasing demand from universities • Policies driving UK universities – Finch report – Funders’ policies • Not just for journals – Monographs – Textbooks
  8. 8. Finch report overview • Funded by Department of Business, Innovation and Skills, the Higher Education Funding Council for England, Research Councils UK, and the Publishers Association • Objective: how to expand access to research publications • Ten recommendations, including: – Support for publication in open access or hybrid journals, funded by APCs, as the main vehicle for the publication of research – The Research Councils and other public sector bodies funding research in the UK should establish more effective and flexible arrangements to meet the costs of publishing in open access and hybrid journals – During the transition to OA publishing, funds should be found to extend and rationalise current licences to cover all the institutions in those sectors – Support for OA publication should be accompanied by policies to minimise restrictions on the rights of use and re-use, and on the ability to use the latest tools and services to organise and manipulate text and other content
  9. 9. Finch report overview – Future discussions between universities and publishers on the pricing of big deals should take into account the financial implications of the shift to publication in open access and hybrid journals, of extensions to licensing – Universities, funders, publishers, and learned societies should continue to work together to promote further experimentation in open access publishing for scholarly monographs – Infrastructure of subject and institutional repositories should be developed so that they complement formal publishing – Funders’ limitations on the length of embargo periods should be considered carefully, to avoid undue risk to valuable journals that are not funded in the main by APCs • Accepted by government and policies being implemented
  10. 10. Influential policies • Funders operating mandates – Research Councils UK • Gold and Green options • Provide funding to APCs – Wellcome Trust • Gold and Green options • Provide funding to APCs • HEFCE – Mainly green OA policy • No funding
  11. 11. Jisc Collections APC strategy • Focus on sustainability for all stakeholders • Identify and provide practical solutions • In the UK, that means helping universities and publishers implement funders’ policies • Practical help with managing APCs • Development of pricing models for uncertain environment
  12. 12. Universities’ concerns • Based on preliminary consultations • Main issues – Overall cost of APCs including administration – Uncertainty about long-term future of grants from researcher funders – Increasing number of APCs arising from research funded in other ways – Small universities likely to break through funders’ grants – Combined cost of subscriptions and APCs – Compliance, including correct licenses
  13. 13. Universities’ concerns • What do universities want Jisc Collections to do? – We are consulting them at the moment – Indications are that they would most like support with: • Cost of APCs in pure and hybrid gold OA journals • Combined cost of APCs and subscriptions in hybrid OA journals • Ensuring compliance • Help with gathering data on overall cost and modelling impact • Efficiency and accuracy in making payments
  14. 14. JISC APC: practical help for libraries and research managers • Online administration platform enabling universities, researchers, funders and publishers to manage article processing charges (APCs) • Aims to: – Reduce the administrative burden on the various parties involved in making an article available – Offer increased security of payment • Currently being tested by selected universities and publishers
  15. 15. Practical help for researchers: Sherpa services • RoMEO – Summarizes publishers’ conditions and categorizes publishers, indicating level of author rights – Shows which publishers’ comply with funding agencies’ conditions on open access • JULIET – Summaries of funding agencies’ grant conditions on self-archiving of research publications and data • FACT – Tool to help researchers check if journals comply with their funder's requirements for open access
  16. 16. Looking ahead • Integrating OA into “normal life” – University systems adapting • Takeup will expand quickly under the impact of advocacy and compliance • Financial impact being modelled but already looks significant • Finding ways to work with publishers
  17. 17. Some publishers leading from the front • Royal Society for Chemistry – “Gold for Gold” – Links APCs to subscriptions – Vouchers to cover the cost of APCs for RSC Gold subscribers (RSC Gold is premium collection of journals) – 1 voucher per £1,600 subscription value • Sage – Covers APCs in Sage journals – Authors based at subscribing NESLi2 institutions are entitled to APCs at a discounted rate of £200 – Between 75% and 85% discount depending on APC
  18. 18. Some publishers leading from the front • Universities are very pleased to see willingness to try different approaches • Need to encourage experiments, but cover a wider range of models • Need to experiment with different models to see which works best for both universities and publishers • Watch this space!
  19. 19. Thank you Lorraine Estelle l.estelle@jisc-collections.ac.uk
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