1) The presentation discusses the transition from the traditional subscription-based scholarly publishing system to an open access ecosystem that is community-driven. It notes there is already $10 billion in the existing system that could be repurposed to support open access. 2) The Open Access 2020 Initiative aims to accelerate this transition by divesting from subscriptions and investing in open access through transformative agreements between libraries and publishers. 3) Data shows open access publishing is growing and currently constitutes a parallel revenue stream for subscription publishers. The initiative seeks to rein in both subscription and open access revenue streams to break the existing system and fully transition to open access.

1. September 26, 2018
"The Revolution Will Be Open?"
Series curated by David Lewis, Indiana University Purdue University
Indiana, Dean Emeritus of the University Library & Michael Roy
Middlebury College, Dean of the Library
Beyond North America:
Widening Access and Participation

2. Colleen Campbell
Open Access 2020 Initiative
Max Planck Digital Library
The Open Access 2020 Initiative
@oa
2020i
Duraspace Hot Topics Webinar
26 September 2018

3. @oa2020ini
3
Dichotomy of scholarly publishing
$10bn
cash flow
Subscription system
STM Publisher dominated
Open Ecosystem
Community driven

4. @oa2020ini
4
Money needs to follow researchers
Subscription system Open Access

5. @oa2020ini
5
Repurpose subscription funds for OA
Subscription system
STM Publisher dominated
Open Ecosystem
Community driven
$10bn
cash flow

6. @oa2020ini
6
Our shared mission and vision
Accelerate the transition to open access,
replacing the subscription business model with
new models that ensure outputs are open and
re-usable and that the costs behind their
dissemination are transparent and
economically sustainable.

7. @oa2020ini
7
A comprehensive strategy
http://www.vsnu.nl/Roadmap-open-access-2018-2020-English/the-road-to-2020.html

8. @oa2020ini
http://hdl.handle.net/11858/00-001M-0000-0026-C274-7
Financial leverage: there is already enough
money in the system
Subscription
market today
€ 7.6 bn
Transformed
Open Access
€ 4.0 bn
Conservative average cost per
article OA publication
scholary articlesscholary articles
# 2m# 2m
45% Buffer
Cost per article under the
subscription regime
€ 3,800 € 2,000
8https://treemaps.intact-project.org/apcdata/openapc/

9. @oa2020ini
9
OA2020 is non-prescriptive in approach
Divest of subscriptions…
− Implement a step-wise reduction in subscription expenditure
− Negotiate transitional agreements (e.g. read & publish, offsetting)
− Engage in subscription reviews and cancellations of “big deals”
Invest in Open Access…
− Promote pure open access journals and publishers
− Negotiate transformative agreements
− Divert funding to other open access publishing venues (cooperative
models, infrastructure, etc.)

10. @oa2020ini
Publisher represents that the Read & Publish model, with its foundation in
“hybrid” open access – where some articles are paywalled and others
published open access – is a temporary and transitional business model
whose aim is to provide a mechanism to shift over time to full open
access.
The Publisher commits to informing Customer of progress towards this
longer-term aim on an annual basis, and to adjusting Read & Publish terms
based on its progress towards full open access.
Transformative agreements driving the
transition
10
http://intheopen.net/2018/06/mit-rsc-read-and-publish-agreementn-access-mit-a
nd-the-royal-society-of-chemistry-sign-first-north-american-read-and-publish-agr
eement/

11. @oa2020ini
11
Transformative agreements

12. @oa2020ini
12
Increasing readiness for transformation
https://eua.eu/component/attachments/attachments.html?id=358

13. @oa2020ini
13
Increasing readiness for transformation
Declaration of Rights and Principles to
Transform Scholarly Communications
Championing Change in Journal Negotiations
Negotiating Journal Agreements at UC: A
Call to Action
https://osc.universityofcalifornia.edu/2018/06/championing-chang
e-in-journal-negotiations/

14. @oa2020ini
14
Open access publishing is growing
CC data chart
https://www.nature.com/articles/d41586-018-05191-0

15. @oa2020ini
15
(OA as of 2017)
20 largest journals, based on number of papers published in 2016. OA highlighted in grey.
MPDL analysis based on data from Web of Science.
Subscription publishers are cashing in

16. @oa2020ini
OA publishing constitutes an unmonitored and
unchecked parallel revenue stream for
subscription publishers
16
Financial impact of OA publishing
7.6 Bn EUR
2M # articles
3800 EUR per article
+ 10
+ 100
+ 1000

17. @oa2020ini
17
To break the system, both money streams
must be reined in
OA is (just) the next step
in the evolution of
licensing
subscriptions
OA publishing

18. @oa2020ini
18
Repurpose subscription funds
https://oa2020-de.org/en/blog/2017/10/10/oa2020-en/

19. @oa2020ini
19
A global initiative to meet publishers at
eye level

20. @oa2020ini
20
Finally, open access on a large-scale.
For our scholars,
for society.
Through alignment we will achieve

21. @oa2020ini
21
Thank you!
Participate in
OA2020
Accelerate the
transition
Colleen Campbell
Open Access 2020 Initiative
Max Planck Digital Library
campbell@mpdl.mpg.de
@ColleenCampbe11
https://oa2020.org

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40. Mathematical
expressions
tagging with
MathML
XML tagging
of tables and
data
Replicability
necessary condition in science
XML tagging
of annexes
and
supplementary
material
Open Data

48. Productivity Coauthorship Usage

52. September 26, 2018
"The Revolution Will Be Open?"
Questions
Save the Dates:
The SPARC Market Survey”
Wednesday, October 24, 2018 - 12:00 - 1:00 p.m. Eastern
“How For-Profit Companies Can Be a Part of the Open Environment”
Wednesday, December 5, 2018 - 12:00 - 1:00 p.m. Eastern