Jisc Collections and Open Access
Jisc Collections negotiates agreements and supports activities and initiatives that help with the transition to Open Access (OA). Outlined below are the various areas of work we have been involved in since 2014.
Hybrid Open Access
Jisc Collections traditionally
negotiates pricing and licensing terms for collections of content from primary journal
publishers. These agreements are
predicated on a subscription/licence fee model.
UK Higher Education Institution (HEI) researchers are mandated by
Government policy to publish articles on an Open Access model. This means that many UK Gold OA published
articles are present in the same branded journals that have been paid for by
libraries in support of institutional teaching, learning and research
needs. The cost of paying for
collections of journal content combined with the cost of paying Gold OA Article
Processing Charges (APCs) for articles in the same ‘hybrid’ journals has
resulted in many research-intensive UK HEIs paying increasing and unsustainable
amounts, despite some funding body provision for OA publishing.
In order to address the issue
of the total cost to UK institutions of its researchers publishing under the Open Access model and payment of institutional
licence fees for access to large collections of content, Jisc
Collections negotiates ‘Offset’ Agreements for Hybrid Journal Collections with publishers.
Offsetting aims to reduce the total
costs involved to access and publish. Jisc
Collections set out its Principles for Offset agreements in 2014.
Since 2014 Publishers
have adopted various models in order to accommodate offsetting requests by the
research and library communities: some models have involved discounting the
subscription/ licence fee, others have discounted the APC rates; some provide
credits relating to published output, and all aim to reduce the total overall
cost while encouraging authors to publish Open Access. A more recent model involves ‘flipping’ the
subscription cost to cover the cost of Gold Open Access publishing and enabling
access to all content for a small fee.
Jisc Collections has engaged with a number of publishers to test models and
understand the complexities and costs involved in managing them.
Offsetting agreements we
have in place are with:
Jisc Collections sponsored
a Report on Offset Agreements which provided an evaluation of five
models in place during 2015.
During 2017 we continue to support Offsetting where it brings real returns for the UK library
community, ensuring we always approach such agreements as critical reviewers.
collection and analysis
Where APC discounts feature in Jisc
Collections agreements we need to collect information about APC expenditure in
order to support offset negotiations and to make an assessment of savings to
report to the community. Jisc Collections ran the Jisc APC Pilot
over 2013-2014 in order to (1) explore the key issues and challenges within a
Gold OA environment and (2) to provide an online administration platform for
pilot institutions and understand the issues involved in managing
micro-payments. The outcomes of this
pilot informed some subsequent service developments Jisc provides for the
community and Funders, such as the Jisc APC Template and Jisc Monitor.
Supporting Institutions and OA Funder Compliance
Our suite of Model Licences accommodating best practice
requirements for Journals, datasets and ebooks is being updated to address UK
Funder Compliance requirements relating to Gold Open Access in OA Membership
and Offsetting agreements, and Green Open Access in subscription based
collections. A new Open Access Schedule is being developed to include in the
next version of the Model Licence which should be available in 2017.
In our 2016 negotiations
with Elsevier to renew the ScienceDirect agreement from January 2017, Elsevier
agreed to work with Jisc to develop an OA infrastructure in support of Funder
requirements for Green Open Access.
Jisc Collections staff
also has representation on a number of working groups supporting universities,
libraries and funders focussing on the practicalities of managing Open Access in the UK:
Compliance: Jisc - UKSG OA Best Practice
Jisc Collections also supports a
broader initiative with UKSG that encourages publishers to adopt
OA best practices. This developed out of
Jisc’s OA compliance work for its UK
order to get wider input to the best practices help to disseminate them, Jisc
approached UKSG. A working group comprising
representatives from UKSG, Jisc, RLUK, CrossRef, ALPSP, STM, PA, OUP, F1000 and
T&F met in 2016 to discuss what publishers could do to help
authors and institutions worldwide meet funder requirements, implement Open
Access (OA), reduce the administrative burden, and take some of the friction
out of the current arrangements. They reviewed the Jisc draft document written
and compiled following discussions with those implementing OA in UK
universities, and with considerable assistance from the Research Libraries UK
(RLUK), RLUK members, the Association for Research Managers and Administrators
(ARMA) and research libraries.
In addition, the recommendations reflected the
comments received from consortia worldwide engaged with OA as well as from
international stakeholders including the Federation of the Finnish Learned
Societies, the National Library of Sweden and the German University of
Regensburg. The eleven recommendations
also reflected a consultation with members of the Association of Learned and
Professional Society Publishers (ALPSP) and the Publishers Association (PA) on
8 June 2015. The working group further revised the best practices and the
development of this document is under discussion. This document shows the latest version of the recommendations. It incorporates examples of what UK HEIs are doing to deliver OA compliance to
Gold OA Journals and supporting agreements
Jisc Collections has
negotiated a number of ‘pure Gold’ OA journal membership agreements. These typically reduce the amount an author
or institution pays for an APC.
Agreements in place are with:
Work we have done in this
- Investigating OA Monograph Services. This
project aimed to explore potential future services to support open-access (OA)
monograph publishing. It was conducted by Jisc Collections and the OAPEN
Foundation, with representation from UK universities, independent publishers,
and others stakeholders. It explored
potential centralized services to support and encourage the publication of OA
peer-reviewed monographs. The project was conducted on co-design principles,
with universities that have an interest in OA monographs – as university-based
publishers, consumers, or supporters.
- OAPEN-UK. OAPEN-UK was a collaborative research project
gathering evidence to help stakeholders make informed decisions on the future
of open access scholarly monograph publishing in the humanities and social
sciences (HSS). The OAPEN-UK final
report was released in January 2016.
Our current focus is to:
- Develop and implement a
Jisc Collections OA Monograph offering.
Supporting Innovative global
- Jisc Collections negotiated the discounted
terms for UK HEIs for Jisc’s ORCID membership agreement which provides a researcher identifier solution.
- SCOAP3 High Energy
Physics global Open Access initiative co-ordinated by CERN. Jisc Collections is
a partner representing participating UK HEIs on the Governing Board, manages
communication of UK contributions and the UK HEI payment process.
- Jisc Collections supports DOAJ and has representation on its Advisory Board.
- ArXiv.org – Archive of open eprints in Physics, Mathematics,
Computer Science, Quantitative Biology, Quantitative Finance and
Statistics. Jisc Collections manages the
UK payment process.
- Manages Knowledge Unlatched payments from UK pledgers, supporting a
crowdfunding approach to accessing affordable books in the humanities.
- Jisc Collections negotiated reduced
institutional membership rates for Kudos, a toolkit that helps increase
the reach and impact of the university’s research, supporting a foundation
stone of Open Access.
- Jisc Collections negotiated favourable pricing for Reveal Digital's 'Independent Voices', using a crowd-funding, cost-recovery open access model, and collects the contributions.
A listing of Open
Access Projects that
Jisc Collections has funded and managed and which are now completed is
Last updated: March 2017