The document discusses a potential partnership between Érudit, a Canadian open access platform for humanities and social sciences journals, and UK libraries. Érudit proposes a funding model where libraries would provide an annual contribution to support transitioning journals to open access without article processing charges. The model has been successful in Canada, and Érudit seeks to gauge interest from UK libraries through a declaration of interest survey. Key aspects of the proposed partnership include maintaining a 12-month embargo, adding new journal content annually, and fixed multi-year commitments with pricing based on institution size.

1. PARTNERSHIP FOR OA
A Presentation to JISC’s Members
Elise Bergeron
Director of Operations
elise.bergeron.1@umontreal.ca
Emilie Paquin
Director of Research and Strategic
Development
emilie.paquin@umontreal.ca

2. Érudit & its Collections
UK & Érudit
Partnership Model
Pricing & Next Steps
Questions & Comments
Open Access Partnership – erudit.org 1

3. Open Access Partnership – erudit.org 2
Founded in 1998, Erudit.org is Canada’s only
Humanities and Social Sciences dissemination
platform.
Legal Status
Interuniversity Consortium
Non-Commercial organisation
Mission
Promote open access
and fair scholarly publishing

4. Open Access Partnership – erudit.org 3
Produce XML files
Accompany journals towards
open access
Sign agreements with discovery
tools
Provide libraries with collection
managements tools
Ensure long-term preservation
Develop research capacity in
HSS (TDM – coshs.ca)

5. Journals are evaluated by a scientific committee
based on Canadian granting agencies’ criteria.
Peer-reviewed
Scientific & editorial quality
Original results
Open Access Partnership – erudit.org 4

6. Open Access Partnership – erudit.org
64 French 43 Bilingual 8 English
New content to be included from 2018 to 2022: 70 English-language journals
5

7. Open access
33 active journals
34 archival journals
5 under Creative Commons CC-BY
4 journals transitioned to OA since 2017
Open Access Partnership – erudit.org
Delayed Open Access
12 months embargo
98 journals
6

8. Open Access Partnership – erudit.org 7

9. Open Access Partnership – erudit.org 8

10. Open Access Partnership – erudit.org
Characteristics
Independent
Non-commercial
Annual budget ≅ 30K - 80K
Sources of revenue
Universities
Learned societies
Provincial or federal grants
Subscriptions (1/3)
Shaping a Collective Future: An Investigation into Canadian Scholarly Journals’ Socio-Economic Reality and
an Outlook on the Partnership Model for Open Access
9

11. Open Access Partnership – erudit.org
Page views: 23M
UK rank: 10
88%
7%
3% 2%
Number of downloads by countries
England
Scotland
Walles
Northern Ireland
10

12. Open Access Partnership – erudit.org
47 journals have at
least one author
from the UK
212 authors have an
affiliation with the
UK
20 UK libraries are currently subscribed to Érudit’s journals on a title basis.
11

13. Going from selling subscriptions
(delayed open access) to
concluding partnerships for OA.
Over 1,000 subscribing libraries in 30
countries.
Open Access Partnership – erudit.org
Open access policies
Cuts in library budgets
Increasing subscription rates
12

14. ALTERNATIVE MODELS
SCOAP3
Knowledge Unlatched
Open Library for Humanities
Kotilava.fi Project (Finland)
Open Access Partnership – erudit.org 13

15. Fund open access dissemination by a minimal financial
contribution from a large number of library
partnerships.
$$
Open Access Partnership – erudit.org
partnership.erudit.org
14

16. Open Access Partnership – erudit.org
No APCs
Cost control
Participatory management
Access to corpora for text & data mining
15

17. Open Access Partnership – erudit.org
Multi-year commitment (3 to 5 years)
12 months embargo maintained until 2022
Fixed amount of new content added annually
16

18. Open Access Partnership – erudit.org
Steps Achievements
2014-2017 Development &
Implementation in
Canada
• 70% of research libraries joined the partnership
• Reduction of the embargo period (24 months to 12)
• CRKN is on Érudit’s board
2018 Consolidation in
Canada
• Five-year commitment
• Voluntary contribution to support the transition to OA
• Maximum number of journals added (90)
• 1% annual indexing
2018-2022 Internationalisation • France: 3 years, 1% annual indexing
• Belgium: 5 years, 1% annual indexing
17

19. 18

20. Average fee per journal: 120 €
Full collection: 7,624 € - 13,280 €
Open Access Partnership – erudit.org 19
Subscription fee based on institution size
Institution category A B C D E F G
Size (global FTE) 0 -
5,000
5,001 -
10,000
10,001 -
15,000
15,001 -
20,000
20,001 -
25,000
25,001 -
35,000
35,001 +
Full collection
(116 journals)
7,624 € 8,222 € 8,412 € 9,486 € 10,498 € 12,016 € 13,280 €

21. Open Access Partnership – erudit.org
30 contributing institutions*
Lowest: 450 €
Highest: 3,450 €
Average: 1,950 €
* This is a projection based on the partnership negotiated with the French consortium
Couperin. Rates would have to be determined for the UK libraries based on the
declaration of interest of JISC members.
20

22. Open Access Partnership – erudit.org
Declaration of interest (online survey)
Drafting of a proposition for JISC members
Negotiation process
21

23. Questions? Comments?
partnership.erudit.org
elise.bergeron.1@umontreal.ca