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UKSG 2018 Plenary - National license negotiations advancing the OA transition: a view from the UK - Earney

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National licence negotiations advancing the OA transition: a view from the UK
Liam Earney
Jisc

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UKSG 2018 Plenary - National license negotiations advancing the OA transition: a view from the UK - Earney

  1. 1. Negotiations and the OATransition A view from the UK 18/04/2018 Heartland Archery https://www.flickr.com/photos/jrladia/7245527662 © Justin Ladiahttps://creativecommons.org/licenses/by/2.0/
  2. 2. 18/04/2018 Negotiations and theOA transition The transition to OA in the UK Five years on from the Finch Report 2
  3. 3. UK has become a global leader in OA »37% of UK outputs (vs. 25% globally) are freely available immediately on publication, either through Gold or Green OA »The proportion of UK-authored articles published OA rose from 12% in 2012 to 30% in 2016, a sustained annual growth rate of over 30% »The global proportion of publicly accessible articles after 12 months via Gold or Green OA rose from 25% to 32% between 2012 and 2016; the UK proportion rose from 37% to 54% 18/04/2018 Negotiations and theOA transition 3
  4. 4. But at significant cost »AverageAPC increased in cost by 16% between 2013 and 2016 »Average cost of an APC is over 25% higher in hybrid OA versus Pure Gold OA journals »Between 2013 and 2016 APC expenditure has at least quadrupled »Top 10 publishers make up 77% of spend »70% of UK OA articles are published in hybrid journals yet subscription expenditure has continued to grow 18/04/2018 Negotiations and theOA transition 4
  5. 5. 18/04/2018 Negotiations and theOA transition Negotiations and OA in the UK 5
  6. 6. Scope of negotiations »Pure Gold »Hybrid – Offsetting/Read & Publish etc agreements »Green »Journals and monographs Licensing and negotiation »Constrain costs »Support the transition to OA »Provide efficiencies »Promote compliance »Support the development of a functioning market place Why? 18/04/2018 Negotiations and theOA transition 6
  7. 7. Status of negotiations Pure Gold OA consortium agreements › Hindawi, BMC, PeerJ, Open Library of Humanities, Open Book Publishers OA consortium initiatives › SCOAP3 › arXiv › Knowledge Unlatched › Reveal Digital’s – IndependentVoices 18/04/2018 Negotiations and theOA transition 7
  8. 8. Status of negotiations 2012 2013 2014 2015 2016 2017 2018 Cambridge University Press 38 37 48 71 75 Oxford University Press 36 55 61 89 95 Nature PublishingGroup 40 66 46 73 80 Springer (Now Springer Nature) 53 53 53 90 92 Taylor & Francis 53 59 80 85 95 Institute of Physics 53 34 56 59 60 Royal Society of Chemistry 39 39 63 61 57 Elsevier 139 139 139 139 137 Wiley 104 112 124 127 127 Sage 66 66 66 111 111 ACS 65 65 65 79 80 TOTAL HEIs 686 725 801 984 1009 18/04/2018 Negotiations and theOA transition Prepayment scheme Offset or discount scheme RSC Read and Publish Elsevier prepayment scheme No offset or support for Green 8
  9. 9. Articles covered by OA negotiations 18/04/2018 Negotiations and theOA transition 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 2014 2015 2016 2017 Wiley Springer Sage IoPP RSC T&F 9
  10. 10. Impact? 18/04/2018 Negotiations and theOA transition “For the sample of 38 UK institutions in this report, the combined value of offset agreements across all publishers is £5.5m[…] the total value of the six offset agreements in 2016 can be estimated at £8m.” Lawson, Stuart (2017): Report on offset agreements: evaluating current Jisc Collections deals. Year 2. figshare. https://doi.org/10.6084/m9.figshare.5383861.v1 10
  11. 11. Impact? 18/04/2018 Negotiations and theOA transition “the slower rise for hybrids may partly reflect constraints on APC prices arising from offsetting deals” Jubb M et al., Monitoring the transition to open access. London, Universities UK: universitiesuk.ac.uk/policy-and-analysis/reports/Documents/2017/monitoring-transition-open-access-2017.pdf 11
  12. 12. 18/04/2018 Negotiations and theOA transition Not exactly the transition we were expecting Evolution of the negotiations 12
  13. 13. The evolving approach to negotiations »Agreements must support a transition »Sustainable costs for both subscribed content and APCs - move away from minor discounts on APCs »Improved workflows and administration for both authors and institutions »Support funder compliance for both Gold and Green OA »Addition of active service level agreements »More options to recognise institutional diversity 18/04/2018 Negotiations and theOA transition 13
  14. 14. Did it have any impact? »OA agreements reached with OUP and CUP »Offset agreements with ACS, CUP,Wiley andT&F renewed for a one year term only in order to implement ‘Read and Publish’ proposals for 2019 »Some of the largest publishers of UK research output engaging with Jisc Publications Router »Preparations began with Springer Nature on the renewal of the Springer Compact agreement in 2019 18/04/2018 Negotiations and theOA transition 14
  15. 15. Springer Compact OA articles published by UK authors: Annual growth of 279% over 2015 €15,126,400 18/04/2018 Negotiations and theOA transition 6,902 articles 15
  16. 16. Growth of Hybrid Outside Agreements Only 45% of Springer hybrid OA articles are covered by Springer Compact agreements 18/04/2018 Negotiations and theOA transition 55% are direct from institutions with little or no monitoring or control of APC costs Many European countries are adopting Offsetting Agreements to control unregulated costs 16
  17. 17. 18/04/2018 Negotiations and theOA transition Future directions for negotiations in the UK Perpetual negotiation? 17
  18. 18. More to be done »Defining a genuinely transitional offsetting agreement »Expanded Read and Publish agreements »More pure Gold OA publisher agreements »Review OA business models not based on APCs »Support for OA monographs »Support for OA infrastructure »International collaboration 18/04/2018 Negotiations and theOA transition 18
  19. 19. jisc.ac.uk Thank you Liam Earney Director of Jisc Collections Liam.earney@jisc.ac.uk Negotiations and theOA transition18/04/2018 19

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