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Practical Approaches to Implementation of
HEFCE OA Policy - Challenges for publishers
Helen Ellis
Regional Manager
Septemb...
Outline
• IOP Publishing
• IOP and open access
• Delivering open access in the UK
• The challenges for learned society pub...
About The Institute of Physics
• A scientific society, established in 1874
• Worldwide membership of 50,000+
• Mission is ...
1994
First IOP journals go online
1998
NJP launches –first gold OA
physics journal
2002
Budapest open access
initiative
20...
Delivering open access in the UK
• Access to research pilot
• JISC NHS pilot
• Referee credits
• Green, gold, hybrid, CC B...
Delivering open access in the UK-pilot
• 22 Universities participating
• IOP will offset hybrid APC payments made by insti...
The challenges for publishers
• Top level
– What is OA?
– UK researchers operate in a
global economy
– Publishers operate ...
Systems
• Transitions are difficult and costly
• New financial tracking and reporting systems have to be
developed and bed...
Finance
• More staff in finance
• New system
• New reporting requirements for publishing partners, library
customers, staf...
Staff
• Asking editorial staff to monitor financial transactions
• Need more staff in finance in credit control
• Differen...
Customers
• Changes your relationship with authors
• Tension in customer relationships
• Corporate customers don’t get it
...
Summary
• One size does not fit all
• Transitions are complex
• Needs more buy-in from researchers
• Needs all interested ...
Thank you for your attention
helen.ellis@iop.org
Practical Approaches to the Implementation of the HEFCE OA Policy workshop- 26th September 2014, Helen Elllis, Regional Sa...
Practical Approaches to the Implementation of the HEFCE OA Policy workshop- 26th September 2014, Helen Elllis, Regional Sa...
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Practical Approaches to the Implementation of the HEFCE OA Policy workshop- 26th September 2014, Helen Elllis, Regional Sales Manager, IOP

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Practical Approaches to the Implementation of the HEFCE OA Policy workshop- 26th September 2014
Presentation by Helen Ellis, Regional Sales Manager, IOP on the challenges for publishers of OA implementation.

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Practical Approaches to the Implementation of the HEFCE OA Policy workshop- 26th September 2014, Helen Elllis, Regional Sales Manager, IOP

  1. 1. Practical Approaches to Implementation of HEFCE OA Policy - Challenges for publishers Helen Ellis Regional Manager September 2014
  2. 2. Outline • IOP Publishing • IOP and open access • Delivering open access in the UK • The challenges for learned society publishers
  3. 3. About The Institute of Physics • A scientific society, established in 1874 • Worldwide membership of 50,000+ • Mission is to advance physics education, research and application • Engages with policymakers, students and educators, and the general public • www.iop.org
  4. 4. 1994 First IOP journals go online 1998 NJP launches –first gold OA physics journal 2002 Budapest open access initiative 2003 Berlin Declaration on open access 2004 Journal of Physics: Conference Series launches 2005 ERL launches 2008 Two new OA conference series titles and Science and Technology of Advanced Materials 2010 Advances in Natural Sciences: Nanoscience and Nanotechnology 2011 Finch Committee meets 20 years of open access 2012 Finch Report CC BY licence Green embargo policy Hybrid option 2013 IOP RCUK compliant OSTP Memorandum IOP signs up to CHORUS 2014 FWF and RLUK pilots Access to Research and SCOAP3 launches Referee credits Figshare pilot HEFCE compliance NSFC policy Horizon 2020 policy FundRef 2002 1998 2003 2004 2005 1994 2008 2010 2011 2014 2012 2013
  5. 5. Delivering open access in the UK • Access to research pilot • JISC NHS pilot • Referee credits • Green, gold, hybrid, CC BY in place • Fundref and ORCID compliance • No double dipping (annual adjustment statement) • MD part of Finch committee • Workshops with other societies/organisations • SCOAP3 for high energy physics community • Funder compliance
  6. 6. Delivering open access in the UK-pilot • 22 Universities participating • IOP will offset hybrid APC payments made by institutions in one year against their subscription and licence fees in the following year • Sliding scale of local offsets and global adjustments • Starts at 90% local at current low levels of hybrid uptake • Early days but initial challenges are around the administration as institutes have different approaches to managing open access
  7. 7. The challenges for publishers • Top level – What is OA? – UK researchers operate in a global economy – Publishers operate in a global economy – OA policies do not – Everything we do has to be fair and has to scale on a global level
  8. 8. Systems • Transitions are difficult and costly • New financial tracking and reporting systems have to be developed and bedded in • New processes for staff and authors to get used to • How to work with multiple repositories/requirement for automatic deposit for some but not all authors and on different embargos?
  9. 9. Finance • More staff in finance • New system • New reporting requirements for publishing partners, library customers, staff etc. • Potential for increased bad debt • New financial modelling for business planning • Authors interacting with finance staff for the first time
  10. 10. Staff • Asking editorial staff to monitor financial transactions • Need more staff in finance in credit control • Different role for sales team • Different emphasis for marketing • Have to keep up with nuance of debate
  11. 11. Customers • Changes your relationship with authors • Tension in customer relationships • Corporate customers don’t get it • Multiple payers for invoices • How does copyright relationship work?
  12. 12. Summary • One size does not fit all • Transitions are complex • Needs more buy-in from researchers • Needs all interested groups to work together • In house systems are being developed but its not a quick fix • Better communication and better use of technology and infrastructure essential e.g. Fundref
  13. 13. Thank you for your attention helen.ellis@iop.org

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