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Knowledge Unlatched:
Enabling Open Access for
Scholarly Books
This Presentation

• Open Access Challenges for Books
• What is Knowledge Unlatched?
• KU’s Goals
• How does it work?
• Pi...
Context: A Troubled Market
•

Sales of academic monographs have declined by 90% over
20 years

•
•
•
•
•

Prices have incr...
Why Are Books In trouble?
•
•
•
•
•

A very small market (libraries)

•

Journals have become (much) more expensive

Libra...
Open Access for Books?
•

Digital technology is providing opportunities to widen
access and increase impact

•
•

Research...
But…
•

The cost of publishing a 70,000 – 100,000 word monograph
higher than the cost of publishing a 5,000 – 10,000 word
...
KnowledgeUnlatched
What is Knowledge Unlatched?

• Not-for-profit
• Libraries from around the world collaborate to share
the costs of making ...
Partners

Founding Libraries

Jisc Collections
LYRASIS

Queensland University of
Technology

Max Planck Society

The Unive...
Knowledge Unlatched Goals

• A sustainable route to OA for Humanities and Social
Science (HSS) books (long-form publicatio...
How Does it Work?

• Knowledge Unlatched is helping libraries from
around the world to coordinate their
monograph purchase...
What it Looks Like

• Publishers offer forthcoming books to libraries via
Knowledge Unlatched

• Libraries pledge a capped...
What is a Title Fee?

• The Title Fee represents the basic cost of
publishing a book  

• Payment of the Title Fee allows ...
Title Fee Examples
The Pilot Collection
•
•
•
•

Proof of concept for Knowledge Unlatched

•

Maximum cost per library: $1680. This is an ave...
An Opportunity to Help Shape
Knowledge Unlatched
•

Libraries that help unlatch the Pilot Collection gain
governance right...
Pilot Collection Publishers
Avoiding ‘Double Dipping’

• The amount a library pays will be adjusted to reflect
additional format purchases made by eac...
Your invoice will be adjusted to reflect the purchases of titles included in the Knowledge Unlatched Pilot
Collection via ...
Benefits for Participating
Libraries
•

The ability to ensure that other format purchases contribute
to making the Pilot C...
Pilot Timeline
KU Collection Pledging Period

October 2013 – 31 January 2014

Decision on Unlatching

Early February 2014
...
Next Steps: 2014
•
•
•

Review results

•
•

Continue recruiting more libraries to lower costs further

•

Help foster div...
Making Knowledge Unlatched
Sustainable
Set-up and Pilot
Grants and library partnerships cover set-up and running costs
Fro...
Who Benefits?
•
•
•
•
•
•

Readers
Libraries
Authors
Independent Researchers
Publishers
Everyone else too
Sign Up for the Pilot Collection!
http://www.knowledgeunlatched.org/
info@knowledgeunlatched.org
Twitter: @Kunlatched #KUP...
Knowledge Unlatched Pilot Webinar
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Knowledge Unlatched Pilot Webinar

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An outline of the Knowledge Unlatched Pilot Collection

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Knowledge Unlatched Pilot Webinar

  1. 1. Knowledge Unlatched: Enabling Open Access for Scholarly Books
  2. 2. This Presentation • Open Access Challenges for Books • What is Knowledge Unlatched? • KU’s Goals • How does it work? • Pilot Collection and Next Steps
  3. 3. Context: A Troubled Market • Sales of academic monographs have declined by 90% over 20 years • • • • • Prices have increased beyond inflation Publishers are struggling to cover their costs Libraries struggling to afford books Academics are struggling to get published Readers have limited access to the books they want
  4. 4. Why Are Books In trouble? • • • • • A very small market (libraries) • Journals have become (much) more expensive Library budgets under pressure The number of monograph titles has increased Print runs for each title have decreased Publishers must spread the costs of publishing each title over a smaller number of copies
  5. 5. Open Access for Books? • Digital technology is providing opportunities to widen access and increase impact • • Research funders are beginning to require Open Access Many authors would like Open Access options
  6. 6. But… • The cost of publishing a 70,000 – 100,000 word monograph higher than the cost of publishing a 5,000 – 10,000 word journal article • • • HSS research budgets are small Some authors aren’t attached to a research budget at all Author-side payment approaches being taken up by journals won’t work
  7. 7. KnowledgeUnlatched
  8. 8. What is Knowledge Unlatched? • Not-for-profit • Libraries from around the world collaborate to share the costs of making books open access • CC-BY-NC or CC-BY-NC-ND license • Front-list titles (new books) • Immediate upon publication (no embargo)
  9. 9. Partners Founding Libraries Jisc Collections LYRASIS Queensland University of Technology Max Planck Society The University of Melbourne New York Public Library The University of Western Australia OAPEN Key Supporters Big Innovation Center British Library Trust Open Society Foundation
  10. 10. Knowledge Unlatched Goals • A sustainable route to OA for Humanities and Social Science (HSS) books (long-form publications) • Spread costs of OA across many institutions globally • Ensuring that HSS long-form publications are as accessible as OA science journals • Help libraries to maximize the positive impact of spending on books
  11. 11. How Does it Work? • Knowledge Unlatched is helping libraries from around the world to coordinate their monograph purchases • Libraries can choose jointly offer a Title Fee payment to publishers • In return, publishers make titles selected by the community available on Open Access
  12. 12. What it Looks Like • Publishers offer forthcoming books to libraries via Knowledge Unlatched • Libraries pledge a capped amount to ‘unlatch’ the books • If enough libraries pledge, the libraries share the payment of a Title Fee for each book • Publishers make a PDF version of titles available on an OA license via OAPEN upon publication • Books are preserved and discoverable. MARC records available for all titles
  13. 13. What is a Title Fee? • The Title Fee represents the basic cost of publishing a book   • Payment of the Title Fee allows publishers to feel confident that they will break even on each title • Because the Title Fee is a fixed amount as the number of libraries pledging increases, the cost per library decreases
  14. 14. Title Fee Examples
  15. 15. The Pilot Collection • • • • Proof of concept for Knowledge Unlatched • Maximum cost per library: $1680. This is an average of $60 per title • If more libraries pledge, the cost for each library will be less 28 new books from 13 publishers Literature; History; Politics; Media & Communications At least 200 libraries from around the world need to sign up so that the collection can be made OA
  16. 16. An Opportunity to Help Shape Knowledge Unlatched • Libraries that help unlatch the Pilot Collection gain governance rights • They will be able to help shape the future of Knowledge Unlatched through: • • A Library Steering Committee and a Collection Committee KU also plans to establish a joint Library/Publisher forum in early 2014
  17. 17. Pilot Collection Publishers
  18. 18. Avoiding ‘Double Dipping’ • The amount a library pays will be adjusted to reflect additional format purchases made by each library • If a library orders (or intends to order) a print or eBook format of any title in the Pilot Collection via any channel they will not be charged an unlatching fee for that title • If a library orders all of the titles in the Pilot Collection through other channels there may be no amount due • This approach will be refined in future rounds
  19. 19. Your invoice will be adjusted to reflect the purchases of titles included in the Knowledge Unlatched Pilot Collection via other routes. You can always revisit this page later, before the end of the pledging period, to update the information on other formats. Please make sure you click one of the three buttons below so that we can capture your information to record your planned purchases. Hover your mouse over each button to see more information. I’ll do this later I’ll do this later I’ve completed this page I’ve completed this page For each Title you For each Title buying any other I’m not you I’m not buying any other can tell us if you can tell us if you formats formats are buying Ebook are buying Ebook or Print versions or Print versions Title Fighting for a Living Publisher Amsterdam University Press Primary / Secondary Subject Areas History / Military History On Global Citizenship Bloomsbury Academic Politics / Political Theory China's iGeneration Bloomsbury Academic Then tell us how you Then tell us how you expect to purchasing expect to purchasing these – these – •Ebook collection Ebook collection Media & Comms•/ Cinematography ••ApprovalPlan Approval Plan ••FirmOrder (E or P) Firm Order (E or P) Purchasing Route None None None None None None
  20. 20. Benefits for Participating Libraries • The ability to ensure that other format purchases contribute to making the Pilot Collection open access.   • • High-quality MARC records • • 2 year membership fee waiver Usage data: We are working to ensure COUNTER compliance The right to nominate and vote for members of a Library Steering Committee and a Collections Committee
  21. 21. Pilot Timeline KU Collection Pledging Period October 2013 – 31 January 2014 Decision on Unlatching Early February 2014 If decision is yes, calculate final unlatching fee for libraries Early February 2014 Advise libraries and publishers of pledging result Mid February 2014 Invoices issued to libraries Mid February 2014 Titles become available via OAPEN Immediate upon publication Publishers paid by KU After books have been unlatched and libraries have paid
  22. 22. Next Steps: 2014 • • • Review results • • Continue recruiting more libraries to lower costs further • Help foster diversity in the monograph landscape Develop library role in governance Repeat the cycle again with more books, more publishers (signing up now!) single subject packages and individual title options KU South: an exploration of ways in which KU might work with publishers in developing country markets
  23. 23. Making Knowledge Unlatched Sustainable Set-up and Pilot Grants and library partnerships cover set-up and running costs From 2014 Increase the number of publishers and books KU will take up to 5% of Title Fees to cover costs, reducing as volume goes up
  24. 24. Who Benefits? • • • • • • Readers Libraries Authors Independent Researchers Publishers Everyone else too
  25. 25. Sign Up for the Pilot Collection! http://www.knowledgeunlatched.org/ info@knowledgeunlatched.org Twitter: @Kunlatched #KUPilot

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