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From Partisan to Partnership

In the wake of OA2020 and Plan S, publishers are increasingly under pressure to enter into transformative agreements that transparently shift their business model from subscription to one based on open access publishing services. Embarking on such a transition can be extremely daunting for publishers, considering their rightful concern over long-term economic sustainability. Other issues have also become apparent. Many publishers and libraries lack the business knowledge to match author affiliations with subscription revenues/costs. Large publishers may be ready for a cost-neutral transformative agreement based on per-article charges, but an APC-based model may not work for other publishers/disciplines/institutions. Past attrition rates and subscription price increases have made both publishers and libraries wary. And the historic transactional relationship between publishers and libraries has given little opportunity to develop trust. Yet in recent months, a growing number of publishers have chosen the path of absolute customer engagement and transparency in order to define the terms of a new economic model or transformative agreement. This panel will offer perspectives from successful publisher-library collaborations that have led to forward-looking agreements and new business models. Panellists, comprising sets of publisher-library dyads, will share their insights into how transparency and trust transformed their relationships from partisan contracting parties into collaborative partnerships.
Release Date: 08/03/2020
Business Models & Strategies | Keywords: transformative agreements, open access, strategy, sustainability, libraries, publishers, transparency, business models, subscription models, libraries, customers
Our debut series on the SSP OnDemand Library, the 2020 Professional Development Series offers presentations on current trends and issues in scholarly communications—from the impact of COVID-19 to diversity, equity, and inclusion in publishing--available at your convenience. New video presentations will be released each week; free materials and paid sessions can be accessed individually or as part of a group; all recordings may be accessed asynchronously, but registrants can also interact with presenters and fellow audience members during live screenings! Videos will be offered on the following topics: Business Models and Strategies, Diversity, Equity, & Inclusion, Editorial Innovations, Ethics and Standards, Global Trends, Research Perspectives. Featuring panels of leaders in their respective fields, this series is a must for anyone wishing to keep abreast of the latest developments in the industry.

Colleen Campbell

1

Open Access 2020, Max Planck Digital Library

Colleen Campbell is advisor for strategic engagement at the Max Planck Digital Library (MPDL) and coordinates the global Open Access 2020 Initiative (OA2020). Passionate about the exciting changes underway in scholarly publishing, she leads activities that help stakeholders create and implement strategies to enable a fair, diverse and economically sustainable open information environment. Previously Director for Strategic Partnerships for JSTOR and Portico, she has over 20 years’ experience working in all areas of the academic information sector. She currently serves on the board of trustees of UKSG and is involved in a number of efforts driving transformation in scholarly communication, including the ESAC Initiative and the LIBER OA WG. At home on the stage, she frequently speaks internationally on open access and performs with her band in Florentine dives.

Curtis Brundy

1

Associate University Librarian for Scholarly Communications and Collections, Iowa State University Library

Curtis Brundy is the Associate University Librarian for Scholarly Communications and Collections at Iowa State University. He is active in efforts to transform scholarly communications and is especially interested in finding sustainable open models for self-publishing societies. His work at Iowa State has largely focused on finding ways to shift its traditional subscription collections spend towards supporting open access. He currently chairs the OA2020 US Working Group, co-chairs Transitioning Society Publications to OA, and is involved with several other groups working to advance open scholarship.

Ellen Finnie

1

Open Access Publisher Agreements Manager, California Digital Library

As of March 2020, Ellen is Open Access Publisher Agreement Manager for the California Digital Library (CDL). In this capacity, Ellen supports the publishing activities of the UC academic community through the development of effective transformative open access agreements with scholarly publishers. Her prior role was Head, Scholarly Communications & Collections Strategy in the MIT Libraries and Co-Interim Associate Director for Collections. In this role, Ellen led the MIT Libraries’ efforts to influence models of scholarly publishing and communication in ways aimed to increase the impact and reach of MIT’s research and scholarship and which promoted open, sustainable publishing and access models. In this role, she led publisher contract negotiations, including under the MIT Framework for Publisher Contracts, developing innovative agreements with ACM, the Royal Society of Chemistry, Springer, and the American Chemical Society. Ellen led open access workflows and programs, as well as licensing policy, practices, and negotiations.

Ivy Anderson

1

Associate Executive Director & Director of Collections, California Digital Library

Ivy Anderson is Associate Executive Director and Director of Collections at the California Digital Library, where she oversees a broad range of shared collections activities encompassing licensed content, management of shared print collections, and mass digitization on behalf of the ten-campus University of California system. Ivy is probably best known for her work in content licensing and scholarly communications. She was co-Principal Investigator on the Pay It Forward project, which examined the viability of a large-scale transition to open access for major North American research institutions, and currently chairs the Governing Council of SCOAP3, a global open access initiative in high energy physics. Before coming to the CDL in December 2005, Ivy was Program Manager for E-Resource Management and Licensing at the Harvard University Library, where she developed and managed a shared licensing program on behalf of Harvard’s many libraries.

Sara Rouhi

2

Director of Strategic Partnerships, PLoS

Scott Delman

1

Director of Publications, Association for Computing Machinery

Scott Delman has been working in the scholarly publishing industry for over 25 years and currently serves as the Director of Publications for the Association for Computing Machinery (ACM), where he has overall responsibility for editorial, content development, publications policy, rights & permissions, production, Digital Library sales & marketing, and publications strategy, including ACM’s longterm transition to Open Access. Prior to joining ACM, Scott served in a number of senior and executive level management positions at Springer and Kluwer, including Vice President for Publishing and Vice President for Electronic Publishing at Kluwer Academic Publishers and Vice President for Business Development at Springer before leaving and joining ACM in 2007. In addition to his current role at ACM, Scott is actively involved in the governance of a number of the scholarly publishing industry’s most innovative and impactful non-profits, including Crossref, where Scott serves as the organization's Treasurer and Member of the Board of Directors, CHORUS, where Scott serves as Treasurer and Member of the Board of Directors, arXiv, where Scott serves as a Member of the Member Advisory Board, and as a Member of the Portico Advisory Committee.

Vivian Berghahn

1

Managing Director, Berghahn Books, Inc.

Vivian Berghahn is Managing Director and Journals Editorial Director at Berghahn Books. In addition to overseeing the journals division at Berghahn, her responsibilities include advancing the company’s online initiatives and the strategic development of its overall publishing program. With over 20 years of experience in academic publishing, she previously worked for Blackwell Publishing and Northeastern University Press and currently serves on the AAP-PSP Committee and as co-opted member of the ALPSP Council.

In the wake of OA2020 and Plan S, publishers are increasingly under pressure to enter into transformative agreements that transparently shift their business model from subscription to one based on open access publishing services. Embarking on such a transition can be extremely daunting for publishers, considering their rightful concern over long-term economic sustainability. Other issues have also become apparent. Many publishers and libraries lack the business knowledge to match author affiliations with subscription revenues/costs. Large publishers may be ready for a cost-neutral transformative agreement based on per-article charges, but an APC-based model may not work for other publishers/disciplines/institutions. Past attrition rates and subscription price increases have made both publishers and libraries wary. And the historic transactional relationship between publishers and libraries has given little opportunity to develop trust. Yet in recent months, a growing number of publishers have chosen the path of absolute customer engagement and transparency in order to define the terms of a new economic model or transformative agreement. This panel will offer perspectives from successful publisher-library collaborations that have led to forward-looking agreements and new business models. Panellists, comprising sets of publisher-library dyads, will share their insights into how transparency and trust transformed their relationships from partisan contracting parties into collaborative partnerships.