Mafalda Marques – InfoDoc MicroVeille

Authors : Mafalda Marques, Graham Stone

This article analyzes the UK’s first “read and publish” journals agreement. The Springer Compact Agreement pilot ran from 2016 to 2018. The authors outline the methodology and data sources used to undertake a detailed analysis of the agreement.

This includes the number of open access articles published, the number of author opt-outs and rejected articles. Institutional savings (or cost avoidance), and the financial implications resulting from the number of opt-outs and rejected articles are also discussed.

The value of articles published and cost per download for non-OA content are also covered. The agreement, at the consortia level, has constrained the total cost of publication—during the three years, the HE sector has avoided paying additional costs of €20,000,800 ($22,761,688) for publishing OA by paying the single combined fee that capped publication costs at 2014 rates.

All institutions taking part in the Springer Compact agreement published OA articles equivalent to or in excess of their total 2014 APC spend between 2016 and 2018. By 2018, 30 percent of institutions published OA articles to the value of or in excess of the combined fee paid to Springer. The article concludes with a number of recommendations for future agreements and considers compliance with Plan S guidelines.

DOI : https://doi.org/10.5860/crl.81.6.913

Authors : Mafalda Marques, Saskia Woutersen-Windhouwer, Arja Tuuliniemi

Agreements with open access (OA) elements (e.g. agreements with APC discounts, offsetting agreements, read and publish agreements) have been increasing in number in the last few years.

With more agreements including some form of OA, consortia and academic institutions need to monitor the number of OA publications, the costs and the value of these agreements. Publishers are therefore required to account for the articles published OA to consortia, academic institutions and research funders.

One way publishers can do so is by providing regular reports with article-level metadata. This article uses the Knowledge Exchange (KE) and the Efficiency and Standards for Article Charges (ESAC) initiative recommendations as a check-list to assess what article-level metadata consortia request from publishers and what metadata publishers deliver to consortia.

KE countries’ agreements with major publishers were analysed to assess how far consortia and publishers are from requesting and providing article-level metadata. The results from this research can be used as a benchmark to determine how major publishers were performing until early 2019 and prior to Plan S coming into effect in 2021.

A recommendation is made that publishers use the article-level metadata check-list as a template to provide the metadata recommended by KE and ESAC.

URL : Monitoring agreements with open access elements: why article-level metadata are important

DOI : http://doi.org/10.1629/uksg.489