Transitioning Scholarly Journals to Open Access

Transitioning Scholarly Journals to Open Access: A Guide to Transformative Agreements

This workshop will cover three core elements of negotiating and implementing Transformative Agreements that repurpose subscription funds to support Open Access publishing, as part of an institution’s broader Open Access strategy. The workshop will provide an in-depth examination of how data analysis can inform Open Access negotiations. It will also introduce some financial mechanisms of transition being adopted in recently concluded Transformative Agreements, and explore their essential characteristics and terms.

Organising parties: LIBER Open Access Working Group, OA2020 and ESAC Initiatives

The workshop will be organised in two parts.

  1. An expert panel with experienced data analysts from European research libraries will explain how they have been working with data from different sources and methods of analysis to inform negotiations of Transformative Agreements. The speakers will show how they have combined data about an institution’s current subscription spending, research article output, and estimation of APC expenditure of their authors, to provide insights to support modelling and Transformative Agreement strategies.
    This first section of the workshop will then be followed by a breakout session, where the participants can think about how they can work with data from their own library to form a basis for negotiations.
  2.  Transformative Agreements are, by definition, temporary and transitional, and every Transformative Agreement must be considered iterative, building on the latest benchmarks achieved in the landscape. In this part of the workshop we have invited two experts from libraries or consortia who have negotiated Transformative Agreements to illustrate exactly how subscription funds are repurposed to support Open Access publishing, drawing on examples from their own and other recent agreements documented in the ESAC Registry.
    The second section will be followed by a breakout session where participants will be given an opportunity to review and discuss the negotiation principles listed on the ESAC website.

The aim of the workshop is to inform the development of an updated version of the LIBER principles of negotiations.

Depending on the skill-set and interest of registered participants, the workshop timing can be adjusted to allow for simultaneous breakout sessions so that groups can have more time to spend with experts on the area of greatest interest to them.

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