Establishing tender procedures and competition within the framework of national library consortia for open access journals | National Contact Point Open Access OA2020-DE

“The open access transformation is a declared goal of the Coalition S and the OA2020 initiative and the institutions supporting them. In order to achieve a large-scale open access transformation of journals, as many established subscription journals as possible shall be transformed into open access. To achieve this goal, transformative agreements are concluded such as those the DEAL project has been negotiating for several years with the three major international scientific publishers (Elsevier, Springer Nature and Wiley). In Germany, the 13+ group established by the “Alliance of Science Organisations” Working Group “Scientific Publication System” is aiming at similar negotiations with further thirteen large publishing houses. In addition, the DFG programme “Open Access Transformation Agreements” provides funding for transformative agreements.

The existing transformative agreements do not include mechanisms for the definitive flipping of journals into open access and no mechanisms to limit cost increases in the long term, as demanded by the European Commission and the European University Association, for example. Indeed, APC-based, genuine open access journals also lack mechanisms for the long-term limitation of cost increases. The price caps currently implemented in the (DFG-funded) publication funds are of limited suitability. On the one hand, they are too high for the mass of open access journals; on the other hand, they are set too low for highly selective and high-quality open access journals that are attractive to many researchers.

Against this background, we suggest to conclude pure open access contracts and, if applicable, contract components for pure open access journals within the framework of transformative agreements by tendering in secret bidding procedures as practiced by SCOAP³. The now published concept describes the intended objectives, the services to be put out to tender and a proposal for organisational implementation.

The following points summarise the objectives of the concept:

Establishing price and service competition between publishers by means of centralised tendering.
Reduction of the average article costs for consortia within the framework of open access contracts to the level of SCOAP³.
Clear definition of the services to be provided by the publishers.
Structural anchoring of APC funding for affiliated scientists….”

California to resume Elsevier talks after signing deals elsewhere | Times Higher Education (THE)

“After watching the University of California head toward a series of open access agreements with other big publishers, industry titan Elsevier has agreed to resume exploratory discussions with the unbending state system….

Given the open access deals the California system has signed elsewhere, the system’s library leaders said in a statement, “we are hopeful that this suggests that the publisher is ready to discuss deals that align with UC’s goals”….

California also pursued its agenda with other publishers. That has led to agreements featuring open-access terms with publishing entities that include Cambridge University Press, the Association for Computing Machinery and JMIR Publications.

And UC said that two other major publishers, Wiley and Springer Nature, have now agreed to extend California’s access to their journals – despite their contracts expiring at the end of last year….”

 

After talks with Elsevier stalled, the University of California has been working to advance open access. Here’s how. | UC Berkeley Library News

“UC is in negotiations with Wiley and Springer Nature to renew contracts that expired on Dec. 31. In each case, UC and the publisher have a shared desire to reach a transformative agreement that combines UC’s subscription with open access publishing of UC research. Both publishers have extended UC’s access to their journals, under the terms of their previous contracts, while negotiations are underway….”

The NERL Executive Board Approves Support for the MIT Framework for Publisher Contracts

“The Executive Board of the NERL Consortium (The Board) approved support for the MIT Framework for Publisher Contracts. At the forefront of this framework is the belief that authors should retain copyright with generous reuse rights and the ability to immediately place scholarly articles in institutional repositories.

The NERL Board strongly supports the open and equitable dissemination of scholarly research output and believes that this framework is a pivotal step in this direction….”

The NERL Executive Board Approves Support for the MIT Framework for Publisher Contracts

“The Executive Board of the NERL Consortium (The Board) approved support for the MIT Framework for Publisher Contracts. At the forefront of this framework is the belief that authors should retain copyright with generous reuse rights and the ability to immediately place scholarly articles in institutional repositories.

The NERL Board strongly supports the open and equitable dissemination of scholarly research output and believes that this framework is a pivotal step in this direction….”

Écrits scientifiques: la fin du racket pour nos universités ? – La Libre

“Each year, the universities of the Wallonia-Brussels Federation spend around fifteen million euros to subscribe to scientific publications. Their contract with Elsevier, one of the world’s heavyweights in the sector, which gives them access to more than 2,000 scientific journals, ends on December 31. This is an opportunity to put things back on track. A group of university experts was therefore mandated by Cref (the Council of Rectors of French-speaking universities) and BICfB (the Interuniversity Library of the French Community of Belgium) to negotiate the follow-up. According to our information, the discussions promise to be long….”

Guidelines for Evaluating Transformative Open Access Agreements – Office of Scholarly Communication

“In this document we set forth guidelines that the University of California (UC) applies when evaluating systemwide transformative agreements with publishers. Transformative agreements are those that substantially shift payments for subscriptions (reading) into payments for open access (publishing). By intention and design, most such agreements are transitional and thus these guidelines are intended to be used during the years of transition to full open access.  

Transformative agreements — and behavior by publishing partners — should exhibit these characteristics for an agreement to be recommended for adoption at UC.  

UC’s goal of overall expenditure reduction for its journals portfolio provides important context for these guidelines. Within that overall goal, our assessment of publication value along with the degree of conformity to the guidelines in this document may warrant some variation in the level of expenditure UC is willing to make for any particular agreement. Given the goal of overall expenditure reduction, total expenditure in a given agreement will be a more important consideration for larger (more expensive) deals.

These guidelines are derived from the principles set forth by key UC stakeholder groups engaged in shaping our open access efforts. Many of those principles were presented in documents listed in Sources, below….”

Open Access Publisher Agreements Manager

“The University of California Libraries and the California Digital Library (CDL) are at the center of a broad strategy to transition UC’s multi-million dollar journal license expenditures to open access publishing through negotiated transformative agreements with scholarly publishers. The development and adoption of new open access publishing models requires CDL to expand its current capacity to include additional focus on strategic planning and workflow development, implementation and assessment. CDL is also committed to partnering with other North American academic institutions, offering expertise and direct support in an effort to accelerate the global transition to open access.

Reporting to the CDL Associate Executive Director / Director, Collection & Development Management, the Open Access Publisher Agreements Manager will work in the midst of this exciting and evolving space, supporting the open access publishing activities of the UC academic community, particularly as they relate to evolving transformative agreements with scholarly publishers. Leveraging deep familiarity with academic publishing, the successful candidate will develop new business workflows and mechanisms that implement and operationalize transformative publishing agreements between the University of California Libraries and multiple academic publishers. In this capacity, a priority of the position will be to provide support to UC authors and campus librarians in guiding author interactions and outreach activities across the campuses to ensure a positive author experience, and to coordinate CDL’s responsiveness to their needs and concerns. The incumbent will also work directly with publishers in implementing cost-allocation and payment mechanisms and monitoring compliance with open access terms. This position is a three-year contract appointment and includes the same generous employee benefits afforded UC career employees. Applicants from outside the Bay Area who wish to work remotely will be considered….”

MIT OA Task Force Releases Recommendations, Publisher Framework | Library Journal

“As part of its ongoing work to support open access (OA) both on campus and in the wider world of academia, in October the Massachusetts Institute of Technology (MIT) released two documents that will amplify open sharing of MIT resources and clarify communications with scholarly publishers.

On October 17, the Ad Hoc Task Force on Open Access to MIT’s Research, chaired by Class of 1922 Professor of Electrical Engineering and Computer Science Hal Abelson and Director of Libraries Chris Bourg, released its OA Task Force Final Report, a set of recommendations that will support and increase open sharing of MIT publications, data, software, and educational materials.

In addition, MIT Libraries staff partnered with the task force and the Committee on the Library System to develop a framework, based on those core principles, to help guide negotiations with scholarly publishers, support the needs of scholars, and advance science. The MIT Framework for Publisher Contracts was released on October 23….”

ARL Supports MIT Framework for Publisher Contracts – Association of Research Libraries

“The Association of Research Libraries (ARL) supports the MIT Framework for Publisher Contracts as an important pathway to making scholarly content more openly available. The framework sets forth six core principles for library contracts with publishers, such as author retention of copyrights, automatic deposit of manuscripts into institutional repositories, and blanket text- and data-mining (machine-reading) rights with no additional license required.

The MIT Framework also calls for sustainable and fair, cost-based pricing for publisher services. This will depend, at a minimum, on institutions refusing to sign non-disclosure agreements and, even better, providing their licensing expenditures and terms in an easily comparable format. ARL is committed to advancing such transparency as a key principle to achieving open, equitable, and enduring access to information….”