@TandFOpen. How are subscription publishers making the transition to open access ( OA)?

Transcription

1 @TandFOpen How are subscription publishers making the transition to open access ( OA)? V Gardner, Open Access Publisher, Taylor & Francis / Routledge

2 UKSG Nov 2013 screen 2 Overview The third age Transition issues Progress The to do list The future?

3 The third age of publishing subscription, site licences and OA Increased focus on authors as downstream customers Increasing influence of funders and policymakers RCUK policy, OSTP memo, Horizon2020 Need for publishers to offer choice to authors publication in trusted outlets Green and Gold OA and subscription options Must ensure sustainability of existing titles Often published with society partners Openness -new players, new politics

4 UKSG Nov 2013 screen 4 Academic division of Informa PLC 1,800 journals (2/3 in SSAH) & Books division Average online-only subscription price USD 480 / journals published on behalf of societies OA timeline 2003: Author Rights policy formalised (Green OA) AOM posting without embargo AAM with 12 or 18 month embargo (S&T / SSAH) 2006: iopenaccess(now Open Select) 2011: LIS zero embargo pilot begins 2011: Open portfolio (+20 titles) OA at Taylor & Francis / Routledge

5 UKSG Nov 2013 screen 5 Annual Gold OA content represents <1% of total published articles Publication Year % Arts & Humanities 9% 10% 23% 19% Behavioral Sciences 16% 11% Business, Economics & Sociocultural Studies Education 8% 5% 5% Engineering, IT & Applied Sciences 15% 7% 3% 2% Environmental & Agricultural Sciences Physical Sciences 19% 5% 14% Politics, Geography & Area Studies 24% Public Health & Social Care

6 UKSG Nov 2013 screen 6 Transition issues

7 UKSG Nov 2013 screen 7 Increased granularity, variation, complexity APC mechanisms Implications for subscription business Conversion to (Gold) OA would render many journals unsustainable Anticipating OA policies and mandates Internal and external reporting Cost Operational

8 UKSG Nov 2013 screen 8 Funding / business models Third party revenue Researcher needs / behaviour Subject differences New peer review models Hybrid OA Liability CC BY (third party content) Dichotomies Licensing Green OA Openness Efficiencies Strategic

9 UKSG Nov 2013 screen 9 Self-archiving or automated? Gold OA Diamond Green OA Journal vs repository publication Gratis Embargoes Libre Platinum Article versions? Availability / reusability Delayed Gold

10 UKSG Nov 2013 screen 10 Progress

11 UKSG Nov 2013 screen 11 Society partner / editor briefing documents Focus groups, workshops, meetings. Discussion with librarians Marketing and social media efforts Aimed to inform researchers of options Membership of OASPA OA author survey (+14,700 responses) Informing our policies, broadcast externally White paper publication, webinars, presentation Facilitating access to free online resources: challenges and opportunities for the library community Green OA HEFCE-funded BA half life research LIS zero embargo pilot Participation in CHORUS External / Outreach

12 UKSG Nov 2013 screen 12 OA Project team Process improvements Knowledgeable staff Metadata Internal training CC BY, CC BY-NC and T&F LTP option Permitting TDM Author choice Gold / Green / licences, etc Improved online presence Gold OA option on 95% journals Subscription adjustment policy Additional APC process <permissions><copyright-statement> 2012 Joe Bloggs; licensee Taylor & Francis</copyrightstatement> <copyright-year>2012</copyright-year> <copyright-holder>joe Bloggs</copyright-holder> <license license-type="open-access" xlink:href=" 3.0/"> <license-p>this is an open-access article distributed under the terms of the Creative Commons Attribution License (<ext-link ext-link-type="uri" link:href="h Practical / technical

13 UKSG Nov 2013 screen 13 Dedicated Customer Service team Work to author / HEI requirements Pre-filtering, validation, split payments, etc. Can adapt to different process flows Can handle multiple currencies, different price points, discounts Supported by Rightslink for standard payments Useful learning process Will inform development of automated system Easy to adjust and improve process Less efficient than automated system Increased admin High level of author interaction Human error Adjusted Production workflows APC management Choice of OA (Gold / Green) or subscription remains with the author Streamlined author process Transparency (funding / APCs) Single point of data entry Reduced level of intervention Reporting functionality

14 UKSG Nov 2013 screen 14 Change within and without

15 A new Open Access publisher that puts author interests at the heart of everything we do. Cogent Engineering Cogent Education Cogent Medicine Cogent Economics & Finance

16 UKSG Nov 2013 screen 16 Consistent OA terminology Continued consultation with funders, policymakers, society partners, editors, researchers. Longitudinal research Author surveys UK Public Library Initiative Cost-benefit analyses Improved discoverability of hybrid OA content Improved APC system The to do list

17 UKSG Nov 2013 screen 17 Role of repositories (JISC Open Mirror) What about learned societies, smaller publishers Reducing cost, increasing efficiencies in increasingly granular world Economic fairness for authors, funders, and libraries Reinvention or evolution of the publishing industry? Must serve the needs of the Academy Value of VoR, grey literature, open data Better services for funders and authors Trusted publication outlets Public access to be as wide as possible Development and emerging country programmes Quality assurance vs universal accessibility Working with librarians Impact measurement (usage, citation?) Article / researcher driven metrics The future?

18 Thank A transition? you