Loraine Estelle (Information Power), Colleen Campbell (Max Planck Digital Library), O. Claire Moulton (The Company of Biologists Ltd), Anna Vernon (JISC), Alicia Wise (Information Power) This session will surface and showcase evolving best practices in OA agreements, particularly agreements between smaller independent publishers and libraries/consortia.

1. Innovation in OA
agreements
• Lorraine Estelle: Information
Power
• Colleen Campbell: OA2020
Partner Development, Max
Planck Digital Library
• Claire Moulton: Publisher at
The Company of Biologists
Ltd
• Anna Vernon: Head of
licensing, Jisc Collections
• Alicia Wise: Information
Power

2. The Toolkit
• Principles for open access
agreements
• Data Template
• Example Licenses
• Workflow
• Download from zenodo.org
• https://tinyurl.com/2x6rnutx

3. OA2020 Perspective
Colleen Campbell
Max Planck Digital Library
Email: campbell@mpdl.mpg.de

4. @oa2020ini
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https://oa2020.org/b14-conference/final-statement/
FINAL STATEMENT
14th Berlin Open Access Conference
We are all committed to authors retaining their copyrights,
We are all committed to complete and immediate open access,
We are all committed to accelerating the progress of open access
through transformative agreements that are temporary and
transitional, with a shift to full open access within a very few years.
These agreements should, at least initially, be cost-neutral, with
the expectation that economic adjustments will follow as the
markets transform.
Publishers are expected to work with all members of the global
research community to effect complete and immediate open
access according to this statement.
The research community aligned in the demand
for the OA transition in scholarly publishing

5. @oa2020ini
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CSIRO AkadémiaiKiadó
Royal Irish Academy Duncker & Humblot
Royal College of General Practitioners
The Geological Society of London
Springer Nature Wiley
Elsevier Informa (Taylor & Francis)
American Chemical Society (ACS)
SAGE Publications
Royal Society of Chemistry (RSC)
Institute of Electrical and Electronics Engineers (IEEE)
Wolters Kluwer Health
Oxford University Press Emerald
Cambridge University Press
The Royal Society Karger
Microbiology Society AIP Publishing
SPIE DeGruyter IOPP
Biochemical Society/Portland Press
Brill Electrochemical Society
The Royal Society IWA Publishing
IOS Press EDP Sciences
American Physical Society Bioscientifica
Bentham Science Company of Biologists
Cold Spring Harbor Laboratory Press
Future Science Group
Rockefeller University Press
Annual Reviews Berghahn Journals
Pluto Journals EMS Press
De Gruyter IWA Publishing
EDP Sciences EMS Press
Association for Computing Machinery (ACM)
John Benjamins Publishing
A diversity of approaches
Nature
Cell
Lancet

6. @oa2020ini
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Impact of TAs in enabling open access
https://esac-initiative.org/market-watch/

7. The Challenge from a
Publisher Perspective
Claire Moulton
The Company of Biologists
Email: claire.moulton@biologists.com

8. 8

9. Publishers see great
positives in OA models
• Provide options for authors
(personal choice and to fulfil
mandates)
• Build a role for institutions
in funding OA
• Baseline revenue for the
coming years for quality
publishing
• Increased transparency
• Grow % OA as we plan
towards an OA flip
• Offer the benefits of OA
publishing – aligns with our
mission to support
communities

10. 10

11. Data Template
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12. Driving OA transformation
0%
5%
10%
15%
20%
25%
30%
35%
40%
2019 2020 2021
Dev
0%
5%
10%
15%
20%
25%
30%
35%
2019 2020 2021
JCS
0%
5%
10%
15%
20%
25%
2019 2020 2021
JEB
R&P

13. Example Agreements and a
Consortium Perspective
Anna Vernon
Jisc
Email: anna.vernon@jisc.ac.uk

14. The consortium view
Working centrally in partnership with UK institutions
Efficiencies of scale, central data and expertise
Reviewing smaller independent and mission driven publishers’ output
and income to build agreements that reflect members’ needs and
budgets - synthesising diverse requirements and data
300+
Agreements offered each
year
+£20m
Sector savings through
transitional open access
arrangements
90%+
Of FE and HE institutions
participate in our agreements
1
4

15. Marrying institutional diversity to publisher diversity
Existing infrastructure, workflows > Existing infrastructure, workflows
Matrix of opportunities between publishing programs, consortia, and their
member libraries
Toolkit should mean that what we agree is portable beyond the UK
Accelerating open research by maximising impact locally and globally
1
5

16. 16
Licenses and data
to inform the
most appropriate
OA models for
institutions and
publishers

17. Questions & Discussion
How might the toolkit be
used?
What support would be
required to get the toolkit
widely adopted by librarians
and publishers?
• Download from zenodo.org
• https://tinyurl.com/2x6rnutx
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