Taking the Temperature on Open Access Among UC Berkeley Faculty | Ithaka S+R

“To promote a publishing ecosystem where the impact of research can be maximized by removing readership barriers, the UC Berkeley Library is making many efforts to push for open access publishing, including signing the OA2020 Expression of Interest and terminating our Elsevier journal subscriptions. But what are our faculty’s opinions on these issues? The Ithaka S+R US Faculty Survey gave us an opportunity to take the temperature of Berkeley faculty’s attitudes on open access.

Do Berkeley faculty support open access? The short answer is yes….”

UC Santa Cruz joins the international effort to make research accessible to all

In June, the University of California Santa Cruz joined its sister UC campuses in taking an important step towards the goal of making all scholarly journal literature freely available to the world by endorsing the international open access (OA) initiative, OA2020Led by the Max Planck Digital Library, OA2020 is a global alliance committed to new models of scholarly publishing that ensure outputs are open and re-usable and that the costs behind their dissemination are transparent and economically sustainable.

By adding its name to the list of 136 signatory organizations, UCSC demonstrates its strong commitment to the values the UC Academic Senate has held since the adoption of its Open Access Policy in 2013. Further, it emphasizes our campus’s support of the Senate-wide UCOLASC’s Declaration of Rights and Principles to Transform Scholarly Communication and the UC Systemwide Library And Scholarly Information Advisory Committee (SLASIAC) call to action aimed at transforming how the UC Libraries approach journal negotiations….”

São Paulo Statement on Open Access | National Research Foundation

The representatives of African Open Science Platform, AmeLICA, cOAlition S, OA2020, and SciELO – five of the major worldwide Open Access initiatives – met on 01 May 2019 during the annual meeting of the Global Research Council (GRC) in Sao Paulo. They are united in their common mission of making knowledge available and accessible wherever it can have the greatest impact and help solve humanity’s challenges regardless of where it was produced.

The combined effect of the five initiatives has generated a new momentum in the push towards universal, full and immediate Open Access.

The Five Initiatives jointly state that:

  • They consider that scholarly and scientific knowledge is a global public good. When generated by public funds, free access to it is a universal right.
  • They share one common ultimate objective: providing universal, unrestricted, and immediate Open Access to scholarly information, including use and re-use by humans and machines.
  • They share the belief that this common goal can be achieved through a variety of approaches.
  • They will pursue points of alignment among their approaches and ways to co-operate towards reaching the shared objective.
  • They seek an active dialogue with all stakeholders, including researchers, research funders, universities, libraries, publishers, learned societies, governments, and citizens to take into account the diversity of the global scholarly community….”

OA2020 and cOAlition S Launch Joint Statement | Plan S

“One of several pathways pursued by OA2020 participants is to negotiate transformative agreements under which the funds previously spent for subscriptions are repurposed to cover the costs associated with open access publishing. This approach enables a swift and efficient transition to open access, in which ‘hybrid’ publishing models can be included to increase the proportion of articles published open access— without paying twice for services relating to one piece of content.

Institutions who engage in such agreements will contribute to delivering the greatest possible range in Plan S-compliant publishing options to their authors while significantly growing the proportion of research made openly available. At the same time, cOAlition S recognizes the importance, as one of three routes towards full and immediate open access, of those agreements in providing a strong incentive for scholarly publishers who have yet to pilot open access models. Publishers will find institutions and consortia willing to partner on such agreements in exchange for a commitment to a definitive transition to full and immediate open access with fair and transparent pricing. Neither the cOAlition S funders nor the OA2020 partners intend to pay for open access publishing in hybrid subscription journals outside such transformative agreements….”

OA2020 and cOAlition S Launch Joint Statement | Plan S

“One of several pathways pursued by OA2020 participants is to negotiate transformative agreements under which the funds previously spent for subscriptions are repurposed to cover the costs associated with open access publishing. This approach enables a swift and efficient transition to open access, in which ‘hybrid’ publishing models can be included to increase the proportion of articles published open access— without paying twice for services relating to one piece of content.

Institutions who engage in such agreements will contribute to delivering the greatest possible range in Plan S-compliant publishing options to their authors while significantly growing the proportion of research made openly available. At the same time, cOAlition S recognizes the importance, as one of three routes towards full and immediate open access, of those agreements in providing a strong incentive for scholarly publishers who have yet to pilot open access models. Publishers will find institutions and consortia willing to partner on such agreements in exchange for a commitment to a definitive transition to full and immediate open access with fair and transparent pricing. Neither the cOAlition S funders nor the OA2020 partners intend to pay for open access publishing in hybrid subscription journals outside such transformative agreements….”

São Paulo Statement on Open Access

“The representatives of African Open Science Platform, AmeLICA, cOAlition S, OA2020, and SciELO – five of the major worldwide Open Access initiatives – met on 1 May 2019 during the annual meeting of the Global Research Council in São Paulo, Brazil. They are united in their common mission of making knowledge available and accessible wherever it can have the greatest impact and help solve humanity’s challenges regardless of where it was produced. The combined effect of the five initiatives has generated a new momentum in the push towards universal, full, and immediate Open Access….”

São Paulo Statement on Open Access | Plan S

The representatives of African Open Science PlatformAmeLICA, cOAlition S, OA2020, and SciELO – five of the major worldwide Open Access initiatives – met on 1 May 2019 during the annual meeting of the Global Research Council in São Paulo, Brazil. They are united in their common mission of making knowledge available and accessible wherever it can have the greatest impact and help solve humanity’s challenges regardless of where it was produced.

The combined effect of the five initiatives has generated a new momentum in the push towards universal, full, and immediate Open Access.

The Five Initiatives Jointly State That:

  • They consider that scholarly and scientific knowledge is a global public good. When generated by public funds, free access to it is a universal right.
  • They share one common ultimate objective: providing universal, unrestricted, and immediate Open Access to scholarly information, including use and re-use by humans and machines.
  • They share the belief that this common goal can be achieved through a variety of approaches.
  • They will pursue points of alignment among their approaches and ways to co-operate towards reaching the shared objective.
  • They seek an active dialogue with all stakeholders, including researchers, research funders, universities, libraries, publishers, learned societies, governments, and citizens to take into account the diversity of the global scholarly community.

Deal or No Deal | Periodicals Price Survey 2019

“Pressure increases on publishers to move more quickly to open access, but this leaves many questions unanswered

For the past decade, libraries have battled declining university budgets and increasing serials expenditures. With each Big Deal package renewal or cancellation, librarians and publishers have asked themselves: Did I make the best deal? Did I make the right deal? Recent developments in open access (OA) promise to bring major reform to academic publishing and, with that, new challenges and opportunities to the way that librarians and publishers choose to deal….”

[GOAL] OA2020 Mainland China Signatory Libraries responded to Plan S Guidance on Implementation

“The followings are the discussed response to Plan S Guidance on Implementation.

01 We are in broad support of Plan S and its goals to ensure immediate and complete open access to journal articles resulting from publicly funded research to the world. We applaud the effort of Plan S to provide strong incentives to make research open access. We support an international effort to achieve this goal worldwide as soon as possible.

02 We fully recognize that the need for forceful and accountable policies by public funders in research, education, and libraries, to facilitate open access against various entrenched interests or the inertia of the status quo. We urge all in research, education, publishing, platforms, repositories, and libraries to engage diligently in transformative efforts abreast with time to meet the challenges.

03 We support the Final Conference Statement of the 14th Berlin Conference on Open Access with its commitments. We urge all the publishers to work with the global research community to effect complete and immediate open access according to the Statement.

04 We support the principles and roadmaps of OA2020 Initiative which aims to transform a majority of today’s scholarly journals from subscription to OA publishing, while continues to support new forms of OA publishing. We believe the transition process can be realized within the framework of currently available resources. We see no legitimate reasons for, and will object to, any attempts to increase spending from the original subscribing institutions in the transformation.

05 We support that authors retain copyrights of their publications in open access publishing through journals or open access platforms.

06 We support that open access publications are made under open licenses. We support the use of the CC_BY license as the preferred one but recommend that other CC licenses also be allowed as compliant to Plan S.

07 We recognize the strong need for compliant requirements, agreed by the research communities, for open access journals and platforms. We agree that infrastructural instruments like DOAJ and OpenDOAR can be utilized to help identifying and signaling compliance, but we urge that cOAlition S and other funders recognize and support other appropriate mechanisms for the purpose and require any such instruments are put under international oversight by the global research community to ensure their no-for-profit nature, inclusiveness, objectiveness, integrity, and efficiency.

08 We commend the recognition by Plan S that there exist different models of financing and paying for Open Access publication. We support an inclusive range of immediate open access publishing approaches. We support the transparency and monitoring of open access publication costs and fees.

09 We urge that cOAlition S and other funders, through Plan S or other means, provide financial support for no-fee OA journals. The wide range of support approaches to no-fee OA journals should be encouraged to enhance the diversity of open access publishing and competiveness of publishing market, and to avoid the perverse effect of giving no-fee journals an incentive to start charging fees. While the support can start with general term statements, measures can be timely designed and tested to encourage quality, integrity, transparency and openness, and increasing host investment and other diverse and appropriate income.

10 We support that where article processing charges (APCs) apply, efforts are made to establish a fair and reasonable APC level, including equitable waiver policies, that reflects the costs involved in the quality assurance, editing, and publishing process and how that adds value to the publication. We hold it very important that any such effort should take into consideration of the diversity in the world to ensure applicability and affordability of any such measures across countries and disciplines.

11 We commend the support and requirements of Plan S for financing APCs for open access publication in subscription journals (‘hybrid Open Access’) only under transformative agreements. These agreements should be temporary and transitional, with a shift to full open access within a very few years.

12 We understand the purposes and the benefits of using ORCIDs in journal publications. Considering different paces of adopting ORCID in different regions and disciplines, we recommend that it is implemented as a preferred condition, at least in the short beginning years. We recommend the same treatment for using DOI.

13 We support the Plan S recommendation that “all publications and also other research outputs deposited in open repositories.” We recommend that Plan S make full acknowledge and use of the full range of capabilities of open repositories to support open access, long-term preservation, research management, and re-use.

14 We encourage that Plan S takes the transformative green OA mechanism as one of venues to implement open access, as long as the embargo period of com

Transformation from subscription model toward OA publishing model: JUSTICE OA2020 Roadmap

“JUSTICE has seen that there is no other way to overcome the situation except to consider new models, and has been gathering information about worldwide trends. As part of information gathering, we endorsed the OA2020 Expression of Interest in August 2016, and we have analyzed Japanese financial and publication data to confirm the feasibility of transformation. Creating the JUSTICE OA2020 Roadmap is following this work. Our goal is to clarify the way to go through the transition period until a fully OA publishing model can be realized. Academic institutions, including Japanese ones, have already paid APCs(4) in addition to subscription fees as the cost of scholarly communication, and total amount of these costs have been increasing. If we leave the cost increases unchecked, we will not be able to keep the subscription model (cannot read) or pay for APCs (cannot publish). We need to shift our axis from read to publish to avoid this future, and at the same time, we have to find a model which is able to manage the total cost of publication (subscription fees plus APCs)….”