American Libraries Live—Open Access 2020: Looking at the Future (June 2018)
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American Libraries Live—Open Access 2020: Looking at the Future (June 2018)
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American Libraries Live—Open Access 2020: Looking at the Future (June 2018)
- 1. A global initiative to accelerate the transition to open access American Libraries Live 8 June 2018 @oa2020ini
- 2. 1 Agenda and speakers The Open Access 2020 Initiative Colleen Campbell OA2020 Partner Development, Max Planck Digital Library Max Planck Society – Munich, Germany Why is OA2020 important? A researcher perspective Rich Schneider, PhD Associate Professor, University of California, San Francisco School of Medicine Chair, University of California Committee on Library and Scholarly Communication Why should libraries get involved? A librarian perspective Curtis Brundy Associate University Librarian for Scholarly Communications and Collections Iowa State University Library
- 3. 1. The Open Access 2020 Initiative 2
- 4. 3 The vision of an open information environment
- 5. t Biomed Central PLOS SCOAP3 PubMed Central OA mandates University Presses/OJS Community journal initiatives (e.g. LINGOA) Cooperative models arXiv Over the past 15 years, many efforts have been made to cultivate that vision… 4 $10bn global revenue Repositories
- 6. t Biomed Central PLOS SCOAP3 PubMed Central OA mandates Repositories University Presses/OJS Community journal initiatives (e.g. LINGOA) Cooperative models arXiv Over the past 15 years, many efforts have been made to cultivate that vision… 5 $10bn global revenue
- 7. t Over the past 15 years, many efforts have been made to cultivate that vision… 6 5% of revenue $10bn global revenue
- 8. But the paywall remains as robust and as prosperous as ever 7 To achieve open access on a large-scale, we need to enhance our efforts with a strategy that addresses the subscription system head-on. t $10bn global revenue 5% of revenue
- 9. 8 Libraries hold the financial leverage to accelerate the transition to open access We pay $5,000 per research paper via subscriptions* Economic interest of > $150,000 per article copyright STM publisher profit margins 30-40% Publisher OA revenues are increasing unmonitored and unchecked *Schimmer, R., Geschuhn, K. K., & Vogler, A. (2015). Disrupting the subscription journals’ business model for the necessary large-scale transformation to open access. doi:10.17617/1.3.
- 10. 9 OA2020 call to action: Divest of subscriptions, invest in open access Paywall regime Open Access $10bn cash flow $10bn cash flow It is only by removing our financial support of the paywall system that we will finally achieve open access on a large-scale.
- 11. EXPRESSION OF INTEREST 10 While continuing to support new and improved forms of OA publishing, we aim to transform a majority of today’s scholarly journals from subscription to OA publishing in accordance with community-specific publication preferences. We will pursue this transformation process by converting resources currently spent on journal subscriptions into funds to support sustainable OA business models. OA2020 Guiding Principles
- 12. 11 A global alliance to meet publishers at eye level
- 13. Enabling institutions to take action in the transition https://oa2020.org
- 14. Local strategies aligned for global impact 13
- 15. 14 Cultivating strategies to accelerate the transition to open access We need to discontinue the subscription system and find new ways to finance the publishing services that are wanted and needed in the 21st century
- 16. 2. Why is OA2020 important? A researcher perspective 15
- 17. What Do Researchers Want? They want to publish in their favorite journals 16
- 18. What Do Researchers Want? They want to publish in their favorite journals They want their work to be widely read and highly cited 17
- 19. What Do Researchers Want? They want to publish in their favorite journals They want the rights to re-use and share their work They want their work to be widely read and highly cited 18
- 20. What Do Researchers Want? They want to publish in their favorite journals They want to maintain existing work flows They want the rights to re-use and share their work They want their work to be widely read and highly cited 19
- 21. What Do Researchers Want? They want to publish in their favorite journals They want to maintain existing work flows They want the rights to re-use and share their work They want to access all the content in existing journals They want their work to be widely read and highly cited 20
- 22. What Do Researchers Want? They want to publish in their favorite journals They want to maintain existing work flows They want the rights to re-use and share their work They want to access all the content in existing journals They want their work to be widely read and highly cited They want to make sure there are no publication barriers for anyone 21
- 23. 22 Researcher Perspective OA2020 maintains the cannon of existing journals
- 24. 23 Researcher Perspective OA2020 maintains the cannon of existing journals OA2020 makes open access the default state, increasing visibility
- 25. 24 Researcher Perspective OA2020 maintains the cannon of existing journals OA2020 makes open access the default state, increasing visibility OA2020 supports the rights of authors, researchers, and readers
- 26. Researcher Perspective OA2020 maintains the cannon of existing journals OA2020 makes open access the default state, increasing visibility OA2020 supports the rights of authors, researchers, and readers OA2020 enables existing processes and work flow to remain intact 25
- 27. Researcher Perspective OA2020 maintains the cannon of existing journals OA2020 makes open access the default state, increasing visibility OA2020 supports the rights of authors, researchers, and readers OA2020 enables existing processes and work flow to remain intact OA2020 promotes a global transition from journal subscriptions 26
- 28. Researcher Perspective OA2020 maintains the cannon of existing journals OA2020 makes open access the default state, increasing visibility OA2020 supports the rights of authors, researchers, and readers OA2020 enables existing processes and work flow to remain intact OA2020 promotes a global transition from journal subscriptions OA2020 allows subscription savings to support publication costs 27
- 29. 3. Why should libraries get involved? A librarian perspective. 28
- 30. @oa2020ini 29 OA2020: US Signatory Campuses
- 31. @oa2020ini 30 Subscription Model: Unsustainable “Public institutions like ours can no longer afford to participate in a traditional, subscription-based marketplace in which the profit margins of the big for-profit scholarly publishers come in at 35 percent or higher.” Donald Barclay, Deputy University Librarian, UC Merced “With the cost of subscriptions to journals increasing by an average of 6% per year, libraries can no longer afford to continue absorbing the cost of subscribing to so many subscription-based journals.” Diane Bruxvoort, Dean of Libraries, University of North Texas
- 32. @oa2020ini 31 Open Access: Right Thing To Do “Open access to scholarly information is good for scholars, good for the average person, and good for human progress. We see the pathways being opened via OA2020 as the best hope for achieving the goal of open access on a reasonable timeline.” Donald Barclay, Deputy University Librarian, UC Merced “As the primary customers for scholarly journals, academic libraries need to take leadership in converting academic publishing from a subscription model to one where other models of funding allow journals to be made free for all to read.” Diane Bruxvoort, Dean of Libraries, University of North Texas
- 34. @oa2020ini 33 Iowa State and OA2020 “Open Access is an intrinsic value for our faculty. The OA2020 initiative is an exciting opportunity, because it represents an organized, global effort to enhance the affordability and accessibility of the dissemination of research results and other scholarly work products.” Timothy Day, Faculty Senate President, Iowa State University
- 35. @oa2020ini 34 Supporting Open Access Pathways Document
- 37. @oa2020ini 36 Get Involved Discuss OA2020 in your library and on your campus Sign the OA2020 Expression of Interest Collaborate on a swift transition to open access
Editor's Notes
- Global alliance (global publishers) Most recent signatories from US and China 80/20 rule, research-producing organizations The target is clearly in our sights, as 80% of scholarly publishing lies with just a handful of publishers and a growing percentage of institutions whose scholarly outputs publishers depend upon, are embracing the OA2020 strategy. Further analysis shows that with commitments from a relatively small number of global research-intensive institutions, we could reach the turning point by our 2020 target. Similar to what we have seen with the publisher distribution of our institutional output, we find the 20:80 rule holds true on the global scale: 20 countries account for 80% of the annual global output. To be successful OA2020 would need no more than 100 firm supporters, provided that they are among the leading institutions of their countries and geographically distributed We need firm institutional commitment plus reasonable geographic distribution of supporters to bring the departure from the subscription system to a point of no return The OA2020 Initiative is an aligning force that brings together over 100 national and international research councils, funding agencies, HE associations, research institutes and universities from nearly 40 countries, with increasing participation from China and the US-- all of whom are committed to converting the funds they currently spend on subscriptions into funds to support sustainable OA business models. We call on funders, policy makers and university leaders in the UK to look beyond borders and seek points of alignment among our strategies so that we will all be more effective in achieving our common vision. If the nations of the world can sit down and agree upon plans to reduce their carbon emissions--well, at least most of them--then surely the academy can come together to align strategies to divest of the subscription system in order to finally achieve universal open access to knowledge. Over 90 academic and research organizations from 32 countries across 5 continents – national scale including funding bodies, research councils and library consortia. As a global alliance, the academic community can meet the traditional publishers at eye level. Austria, FWF Brazil, CAPES Denmark, DEFF Finland, FinELib Germany, DfG Hungary, EISZ Italy, CRUI Japan, JUSTICE Netherlands, VSNU Norway, CERES/CRIStin Portugal, FCT South Africa, SANLiC South Korea, KISTI Spain, CSIC Sweden, SUHF Switzerland, swissuniversities Turkey, ANKOS United Kingdom, Jisc Collections As more and more individual institutions and consortia join the OA2020 initiative, using their subscription expenditures as leverage to inject open access into the scholarly publishing system, our collective power and reach increases, like the payload of a catapult. With libraries and institutions acting as a crossbar to direct the potential of their expenditures to open access, we can deliver a final blow to bring down the paywall system and build a new open information environment. Divest of subscriptions, invest in Open Access! This principle is the foundation of OA2020, and we are encouraged to note it is now also the underlying strategy of an increasing number of new Open Access initiatives with whom we share the common vision of making open the default in scholarly communications. In support of our mutual goals, we are excited to announce the launch of our newly expanded website, OA2020.org, where libraries and institutions can find practical information, best practice and resources to plan and execute their own transformational roadmaps that address local needs and have impact in the drive for Open Access at a global scale. As set out in the OA2020 Expression of Interest, drafted at the 12th Berlin Open Access Conference in 2015, the key to achieving large scale transformation of the current scholarly publishing (subscription) system is by “converting resources currently spent on journal subscriptions into funds to support sustainable OA business models”. The OA2020 Expression of Interest goes on to clarify that the envisioned transformation shall be made “in accordance with community-specific publications preferences” while continuing “to support new and improved forms of OA publishing”. One bold manifestation of these principles can be found in Germany, where scores of institutions have announced that, pending positive results of the ongoing DEAL negotiations to incorporate open access publishing entitlements into a national content license agreement, they will not extend their current licenses with Elsevier terminating at end 2017; consequently, the OA2020-DE National Contact Point proposes that the funds saved on non-renewal with Elsevier be diverted to sustaining OA publishing initiatives and supporting their researchers wishing to publish in journals by pure OA publishers. Yet, in keeping with the OA2020 objective of incorporating community-specific publication preferences, there are diverse proposals to be explored: The recent Jussieu Call, echoes the principles voiced by OA2020 in their declaration by calling “on research organizations and their libraries to secure and earmark as of now a share of their acquisition budgets to support the development of scientific publishing activities, which are genuinely open and innovative, and address the needs of the scientific community.” In the US, while not specifically calling out a conversion of subscription funds, the 2.5% Commitment recommends that libraries “commit 2.5% of their total budgets to organizations and projects that contribute to the common digital infrastructure need to support the open scholarly commons”. And, the “Red OA” proposal, albeit moving a step further, proposes to convert not only subscription funds but also the funds that scholars use to pay publishing fees, to support open, discipline-based pre-print repositories. While adopting the tactics most appropriate for each geographic and discipline context, these strategies are united by a common denominator: the realization that Open Access can only be achieved on a large scale if libraries and institutions take an active and systematic approach to divesting of subscriptions and investing in open access.
- Divest of subscritpions, invest in open access
- Assess your leverage power (publication trends of your researchers, money flowing via subscriptions and OA publishing) Gather consensus of your research community and administration Prepare a transformation strategy to divest of the subscription model Pilot and support new and alternative OA models Collaborate in concerted efforts with the global OA2020 community and other OA initiatives