Jisc has been negotiating with publishers to support the transition to open access publishing. Through offsetting agreements and consortium deals, they have increased the volume of open access articles from UK authors and saved over £5 million in article processing charges in 2016. However, the increasing costs of APCs and the growth of expenditure on hybrid journal subscriptions presents challenges. Jisc's approach to negotiations is now focusing on agreements that better support the transition by moving away from minor APC discounts and adding active service level agreements around transparency and workflows.

1. Publisher negotiations in a transition to open access08/12/2017
AnnaVernon

2. »Jisc’s support for Open Access
»Current status of negotiations
› Progress to date
»The challenge
»Changing attitudes towards OA agreements
› From optimism to pessimism and scepticism
»The evolving approach to negotiation
08/12/2017

3. Jisc’s support for open access
»Pure Gold
»Hybrid – offsetting
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?
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Developed our service offering

4. Current Negotiations
»Pure Gold Open Access consortium agreements:
Hindawi, BMC, PeerJ, Ubiquity Press
OLH, Open Book Publishers.
»OA consortium initiatives:
SCOAP3
arXiv
Knowledge Unlatched

5. Agreements with a Gold OA component
»BMJ
»De Gruyter
»Elsevier
»GeorgThiemeVerlag
»IOP (Institute of Physics)
Publishing
»Royal Society of Chemistry
»SAGE Publishing (including
the Royal Society of
Medicine and the Institution
of Mechanical Engineers)
»Springer Nature
»Taylor & Francis
»Wiley
»OUP (new for 2018)
»CUP (new for 2018)
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6. Progress
Increase in the volume of
open access from UK authors
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7. Progress
Over £5 million saved in APC
costs in 2016
“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 – evaluating
2016 deals. figshare.
https://doi.org/10.6084/m9.figshare.5383861.v1Retrieved
: 15:37, Nov 17, 2017 (GMT)
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8. Progress
Growth of Pure Gold OA
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9. Progress
»Service level agreements
»Read and publish models
»Workflows
› For APCs
› For authors
Four years ago we rarely covered:
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10. 10
Changing attitudes towards OA agreements
Whatever happened to the transition?
08/12/2017

11. Increasing expenditure on APCs
Challenge:
What are appropriate
offset models to constrain
costs and make the
transition?

12. Recipients of APC expenditure
Challenge:
The administration of APCs
is a barrier to transition

13. Growth of expenditure on Big Deals
08/12/2017 Offsetting and its discontents. UKSG 2017 13
Challenge: author’s freedom of choice to publish in hybrid journals limits a transition

14. Increasing cost of APCs

15. The evolving approach to negotiations
» Focus on agreements that support a transition
› Move away from minor discounts onAPCs
» Addition of active service level agreements
› Focus on workflow, reporting, transparency, accountability
› Update Jisc model licence
» …Enhance support forGreen OA
» Support a broader range of OA options and suppliers

16. Number of OA articles in hybrid journals as a %
OA articles published by corresponding authors for each institution with DOI etc.
Obligation to publicise offset schemes to users and institutions.
Register DOIs with CrossRef within X days
Make publication data available to Jisc/Router
Co author data inc ORCID (where provided), acceptance dates and service level
information for APIs.
Obligation that publishers set embargo periods in accordance with funder requirements.
12 months for STM, 24 months for HSS.
Publisher to flag funder non compliant articles at point of author licence acceptance
e.g. if an author chooses a licence other than CC-BY, the published article will not be
compliant and funder may not cover the cost of the Article Processing Charge.
Open Access provisions in Model Licence

17. Conclusion
Reasons for optimism?

18. jisc.ac.uk
Thank you
AnnaVernon
Service Manager, Jisc Collections
Anna.Vernon@jisc.ac.uk
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