It’s time we modify the way we pay for open infrastructure
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Keynote at the PUBMET 2018 Conference 5th Conference on Scholarly Publishing in the Context of Open Science By Vanessa Proudman, Director, SPARC Europe 20 Sept 2018 Zadar, Croatia
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It’s time we modify the way we pay for open infrastructure
- 2. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 The supporter guide GEOFFREY BILDER, JOHN CHODACKI, PATRICIA CRUSE, JENNIFER LIN, CAMERON NEYLON, DAMIAN PATTINSON, CARLY STRASSER Supporters.guide
- 3. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 4 signposts 1. We need a fair, stable and sustainable scholarly communication infrastructure 2. No more imbalanced commercial exploitation of science, through Open Access 3. There is no longer a place for monopolies to call the shots 4. The research community takes more control over their scholarly communications
- 5. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Library spend scholcomm challenges Additional areas of focus: OA and OS Higher demands on libraries & limited € The sacrosanct subscription budget Negotiations on the big deals More data on usage, OA production & costs Scattered investment in new open r models Scattered investment in OA and open science infrastructure
- 8. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 DEAL negotiation goals Eligible institutions: all mainly publicly funded academic institutions in Germany PAR model (Publish&Read) Ø All publications by corresponding authors of eligible institutions become open access immediately upon publication (CC-BY) Ø DEAL institutions obtain perpetual access to the complete e- journal portfolio of the publisher Ø Fair pricing according to an innovative formula that is solely based on the publication output and calculated with an adequate PAR fee DEAL covers both gold and hybrid Open Access journals Source: F. Scholze, LIBER Conf 2018
- 9. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Bibsum
- 10. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 The context of OS infrastructure Short-term funding / seed-money for OS A large offering of scholarly comms solutions Projects, start-ups & infrastructure Longer-standing services & infrastructure Publisher diversification Who’s next? Etc.
- 12. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 The context of OS infrastructure Short-term funding / seed-money for OS A large offering of scholarly comms solutions Projects, start-ups & infrastructure Longer-standing services & infrastructure Publisher diversification Who’s next? Etc.
- 14. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Increased policy development in Europe Competitiveness Council, European Council, 2016 National policy: NL, N, FR, etc Increases in institutional policies. 2018: 559 Funder OA / OS policies: EC, Wellcome, NWO Plan S and cOAlition S, Sept 2018
- 16. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Plan S and cOAlition S IN SHORT • No paywalls to research publications no monetisation of research • Retain your copyright; CC BY licensing • Standardised and capped APCs • Immediate access; no embargoes • No hybrid journals = No double-dipping • OA for monographs and books may take longer • Repositories recognised for pres & editorial innovation • Incentives to support quality OA journals, platforms & infra • Challenges the reward system, with DORA as a first step • Monitoring compliance and sanctioning
- 19. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 A landscape study on open access and monographs – a report for Knowledge Exchange Supported by Knowledge Exchange (KE) Austrian Science Fund (FWF) Current Research Information System in Norway (CRIStin) Couperin https://doi.org/10.5281/zenodo.815931
- 20. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Key findings: diversity Between countries: • Size: population, language area, market • Strength of academic book publishing sector • Book publishing practises, support for book publishing • Approach to OA, policies to support OA
- 21. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Key findings: diversity Within countries: • Large conventional publishers - New entrants • Commercial publishers - University presses • New university presses - Academic led presses
- 22. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Business/funding models for OA books 1. BPC paid by research funder 2. BPC paid by author’s institution 3. Membership funding 4. Crowdfunding 5. Embedded institutional support 6. Full institutional funding 7. Mixed model funding
- 23. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Croatian OA journal business model Subsidies from the Ministry of Sci & Educ. In-kind contributions from academic institutions, societies Voluntary editors Some paid part-time staff/contractors/3rd parties
- 32. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 MAIN MISSION OPERAS CLUSTER OF CONTENTS journals, books, blogs. IMPACT TRUST PUBLIC ENGAGEMENT Label Label Label Label Label Label Label Integration of the long tail into Open Science To provide a pan- European infrastructure for open scholarly communication CONSORTIUM OF PLAYERS publication platforms and publishers. SCALABILITY OF QUALITY P. Mounier, 2018
- 33. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 ... to deliver Open Science services... A federation of publication platforms... Certify Find Activate OpenEdition OAPEN UbiquityPress Perspectivia UCDigitalis SharePress Hrcak EKTe-publishing Research for Society Researchers and socio-economic actors Researchers, Funders and Libraries Certification Discovery Researchers and LibrariesOPERAS Hub P. Mounier, 2018
- 35. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Organisations currently driving OA/OS International, e.g. – Science Europe (cOAlition S) – European Commission – LIBER – EURODOC – SPARC Europe OpenAIRE National
- 36. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Leadership and co-ordination Plan S / cOAlition S Horizon Europe (approaching) OPERAS Open Research Funders Group Human Frontiers Science Program 2.5% / Invest in Open SCOSS
- 38. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Invest in Open / 2.5% 2018/2019 Top slicing library budgets The need for investing in open infra Aggregating information on the key infrastructure ecosystem Estimating the costs of Open infrastructure Monitoring the library spend on Open infra
- 39. Global Sustainability Coalition for Open Science Services A Pilot
- 44. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 SCOSS approach 1/2 Developed by significant players in the research, Open Science & library community Forming a consolidated voice from trusted stakeholders and representatives of the international Open Science community Establishes a system to identify and evaluate OS services & recommend them for funding Funding Appeal
- 45. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Evaluation criteria ü General: scope, intentions, Neylon principles ü Value proposition ü Technical details ü Costs ü Governance ü Sustainability measures ü Foresight ü BATNA ü Score
- 46. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 SCOSS approach 2/2 Creates a framework to increase efficiency for investors & addresses community needs Helps provide more transparency on costs and funding needs to enable the fair remuneration to sustain them Provides fund-raising support to services Unspecific to any discipline / OA or OS area Funds longer established infrastructure
- 47. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 Key results A pilot. Funding appeal launched late Nov ‘17 Statistics: – €777,300 reached Incl. 1 research funder (DFG) and 3 consortia – More than 10 national consortia discussing DOAJ – ICOLC Capacity-building Changing the mindset of funding OS infra
- 48. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 What you can do 1. Read and share Making the case for SCOSS 2. Discuss pledging – within your institution – with your consortium 3. Pledge to Sherpa/RoMEO and/or DOAJ – Sherpa/RoMEO to reach out this summer 4. Help promote the funding of OS infrastructure
- 49. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 To summarise Policy and action need budgets to match Research funders, universities and libraries need to consistently and structurally fund OA and OS Schol comms infrastructure needs to plan for business models that will secure their sustainability Leadership and co-ordination is needed towards securing a scholarly commons
- 52. It’s time we modify the way we pay for open infrastructure, SPARC Europe keynote, PUBMET 2018 3 calls to action 2. Raise awareness of the need for collective action around funding OS in your community 3. Strive to consistently investment in Open Science infrastructure to support a fair and growing schol comms ecosystem • Develop / collaborate on developing infra • Support other schol comm infrastructure • Support organisations that are driving OA/OS