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Annual Reviews Subscribe to Open Program - Kamran Naim

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Presentation delivered at the OpenAIRE workshop on Sustainable non-APC publishing models (February 26-27 2019) in Bielefeld, Germany

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Annual Reviews Subscribe to Open Program - Kamran Naim

  1. 1. ANNUAL REVIEWS SUBSCRIBE TO OPEN PROGRAM SUSTAINABILITY & SCALABILITY KAMRAN NAIM DIRECTOR OF PARTNERSHIPS & INITIATIVES
  2. 2. SUSTAINABILITY To succeed in the long run, an OA transition model must: • Provide sufficient incentive for subscribers to participate • Ensure that subscribers continue to participate over time • Reduce the cost and disruption of introducing a new model • Satisfy university procurement policies that forbit donative payments
  3. 3. Subscribe to Open Sustainability The Subscribe to Open (S2O) model satisfies each of these requirements. It: • Appeals to the local economic self-interest of each subscriber individually • Renews on a year to year basis, preventing institutions that value the content from free riding • Uses existing library procurement processes to minimize disruption • Requires participation in S2O or a subscription to ensure access
  4. 4. Motivating Participation • Institutions that have demand for journal content must participate in S2O to ensure continued access • Offering a discount for institutions makes S2O economically compelling • Logically, and discount should provide sufficient incentive • It is subscription, not a donation • If participation levels are not sufficient, discount will be honored for S2O customers: others will have to subscribe at the higher (undiscounted) price to access content • And potentially violate procurement policies
  5. 5. Ensuring stability • S2O uses recurring one-year offers to determine whether journal content will be opened or gated • Making the offer recurring provides long-term revenue stability by eliminating opportunities to free ride • Ultimately aim is that S2O becomes routinized in library collection/acquisition processes
  6. 6. No lock-in • S2O only requires institutions to participate as long as institutions want to ensure access to content • It poses no more lock-in risk than the current subscription model
  7. 7. What about cancellations? • As with subscriptions, institutions have material change in circumstances (e.g. budget reductions, etc.) • AR will need to plan for legitimate cancellations – counter by growing contributor base
  8. 8. SCALABILITY • Journal level: if successful, program will be scaled up to add more journals to the offer • For institutions: For (less than) the price of their subscription, institutions will provide access beyond their institution, i.e. provide tangible public benefit
  9. 9. BROADENING PARTICIPATION • Although S2O is predicated on the ongoing support of subscribers, over time some attrition may occur • To counteract, the model can expand the base of support • Target a secondary funding appeal at high-use institutions beyond the original subscriber base • Demonstrated demand should mean interest in supporting/sustaining journal
  10. 10. BROADENING PARTICIPATION • Funding appeal would need to be positioned fairly for core contributor group • Supplemental revenue could offset revenue lost over time through organic attrition • Potentially reduce participation feed from core subscriber group (thus reducing attrition)
  11. 11. THANK YOU QUESTIONS? Kamran Naim Director of Partnerships & Initiatives knaim@annualreviews.org @kamrannaim

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