This document summarizes recent developments regarding open access policies in the UK, EU, and US. In the UK, the Research Councils UK policy supports both gold and green open access routes, with funding provided through block grants. The EU's Horizon 2020 program requires open access to research papers and data from publicly funded projects, allowing fees to be paid upfront. In the US, various institutions like the University of California system are considering open access mandates, while legislation like the FASTR bill could lead to national policies. These changes may impact journal subscriptions over time as open access publishing increases. Tracking systems like ORCID will help libraries manage the transition.

1. Open Access
A New Elephant in Scholarly Publishing?

2. What's Happening in the UK
The Latest Key Points from RCUK Policy (6 March 2013)
1.Policy applies to publication of peer-reviewed research articles (incl.
review articles) & conf proc that acknowledge funding from RCUK
2.RCUK policy supports both ‘Gold’ and ‘Green’ routes to OA, with a
preference for immediate OA with maximum opportunity for reuse
3.Funding for OA made available thru block grants
4.RCUK recognizes that journey to full OA may take 5 yrs
5.RCUK will review effectiveness & impact in 2014
6.RCUK recognizes the OA policy will vary by discipline

3. What's Happening in the EU
EU Horizon 2020
1. From 2014 all articles produced with funding from Horizon
2020 will have to be accessible and the goal is for 60 percent
of European publicly funded research to be available by 2016
2. Requires open access to both scientific papers & data
3. Can pay OA fees upfront or else make sure they can deposit
into a repository 6 months post publication

4. Source: International Comparative Performance of the UK Research Base – 2011
Prepared by Elsevier for BIS

5. What's Happening in the U.S.A.
Rapid Changes
1. Have UC System looking at a consortia-wide OA mandate
2. Harvard University's multiple mandates/consolidation of
libraries
3. From recent AAP PSP Annual Conference,
fear of a White House OSTP policy//
Fears proven true on 22 Feb 2013
4. FASTR Bill: (Fair Access to Science &
Technology Research)
5. State mandates?

7. Big Deal Purchasing
Per recent ARL report
More journal bundle deals
Mostly purchased thru consortia
Less content
Less nondisclosure
Source: Karla L. Strieb and Julia C. Blixrud. “The State of Large-Publisher Bundles in 2012.”
Research Library Issues: A Bimonthly Report from ARL, CNI, and SPARC, no. 282 (Spring
2013). http://publications.arl.org/rli282/.

8. Citation/Research Management
ISI/Web of Knowledge
SciVal/Scopus
Kuali Coeus/RICE
Mendeley
Papers

9. Pay-Per View & Use
Copyright Clearance Center: Get-It-Now
DeepDyve
ReadCube
From Publishers’ via deposits/tokens
BrowZine

10. Impact on Subscriptions
Initially, the impact will be more subscribers starting to track
faculty publishing in NPG monthly journals & asking for help
tracking
In 2-3 years time, requests for fully disclosed discounts based
on hybrid article spend by faculty publishing OA
In 5-7 years time, a pricing scheme rate for both subscription
& faculty OA fees

11. What Will Help With Tracking?
1. ORCID
2. FundRef
3. OpenAccessKey
4. CCC

12. Changing Roles
Librarians
Publishers
Subscription Agents

13. Thank You
Jill Emery
Collections Librarian
Portland State University
E:jill.emery@gmail.com