Business Processes for Sustainable Open Access: Recommended Practices for Institutions, Research Funders, and Publishers

The volume of open access (OA) content has proliferated in recent years, but the systems and workflows used by publishers and librarians were designed for traditional, pay-to-read models. Business processes are currently inadequate to address the requirements of—for example—transformative agreements, which require complex financial management and the tracking of authors and publishing outputs across large institutions.

In this session, three community leaders, all recognized for their respective roles in developing and maintaining the scholarly infrastructure supporting OA content, will present outputs from NISO’s Open Access Business Processes Working Group. They will outline the group’s draft Recommended Practice, which offers guidelines for publishers, institutions, and authors on the workflows, metadata, metrics, and reporting for OA content, and share how their conversations with the community have shaped their plans. They will also invite session participants to provide feedback on their progress to date.