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Introducing customer experienceLiam Earney
Managing the total cost of publication
Jisc’s negotiations for offsetting agreements
»Context› Current Jisc open access activity› Why do we want offsetting agreements in the
UK?› Data on APC spend 2013-2015
»Experiences with offsetting agreements
»Some principles for offsetting agreements
»Challenges
»Conclusions
Jisc and open access
Open Access 4
Support throughout an article’s lifecycle from submission to use
Select journal
Check compliance
Pay publisher
Deposit in repository
Select journal
Check compliance
Pay publisher
Deposit in repository
Select journal
Check compliance
Pay publisher
Deposit in repository
Report on compliance
Maximise impact
Record impact
Report
Report on compliance
Maximise impact
Record impact
Report
Report on compliance
Maximise impact
Record impact
Report
Polic
ies
Dec
isio
n su
ppor
t
Neg
otia
tion
s
Disco
very
and
acce
ss
Usage
rep
orts
Repor
ting
tool
s
Not
ifica
tion
Community professional support
Why do we want offsetting agreements?
» Designed to address a specific challenge facing UK research intensive institutions
» The need to limit combined cost of APCs and subscriptions in hybrid journals
› “Total cost of publication”
»In spirit of Finch and Government response:“….a meaningful proportion of an institution's total [article processing charges] with a publisher to be offset against total subscription payments with that publisher".
Growth in APCs paid 2013-15Based on data collected by Jisc from 15 UK HEIs. 2015 figures are
estimates based on partial data.
£-
£1,000,000
£2,000,000
£3,000,000
£4,000,000
£5,000,000
£6,000,000
£7,000,000
£8,000,000
£9,000,000
£10,000,000
0
1000
2000
3000
4000
5000
6000
7000
1753
5771 5784
£2.9m
£8.5m£9.3m
Number of APCs Expenditure2014
Exp
en
dit
ure
Nu
mb
er
of
APC
s
20152013Source: Jisc Collections
Experiences
»Working on offsetting proposals since start of 2014
»Agreements are pilots› Need to monitor
changing environment
› Need to see how effective the agreements are
»A range of agreements in place:› Institute of Physics› Royal Society of
Chemistry› Sage› Taylor and Francis› Wiley
»Springer from October
Experiences
»A variety of schemes› Offsetting APC spend against subscription costs› Credits against APCs based on total expenditure› APC vouchers based on level of subscription spend› “Flipped models” – subscription fees pay for APCs,
small additional fee to cover access to content
»Discounts of up to 90%
»Models have different impact based on publisher
Principles guiding offsetting agreements?
»Challenge to Jisc Collections from UK libraries:› What is our ideal?› What constitutes a ‘good’ proposal?› How do we evaluate proposals?› How do we state our requirements
proactively?
Principles
» support the transition to full open access
» ensure that publishers do not charge the same institutions twice, through the payment of subscriptions and APCs
» not be restricted to institutions that subscribe to a publishers “big deal”
» apply at the level of each subscribing institution
» operate on a “cash basis” , rather than voucher basis
» be available at the institutional level rather than just the individual researcher
Offsetting systems should:
Attributes of schemes
»Schemes are reviewed in light of the following attributes:› Degree to which they support the transition
to OA› Affordability› Ease of administration› Transparency
»Tensions between different attributes, but the first is seen as most important
Challenges
»Hybrid publishers refusing offsetting agreements
»Dynamic policy environment
»Sustainability› Administration› Research funding at risk› Retreat from hybrid in absence of offsetting
» Incentivising researchers and publishers› Price sensitivity› Take up
Conclusions
»Too early to be certain of implications and impact› Data is sometimes contradictory
»There is still huge interest in the progress of offsetting schemes
»The success of offsetting schemes and the fate of hybrid open access are closely linked
»Jisc wishes to see and promote all approaches that offer high quality, cost effective & sustainable transition to OA