2021-07-29 - OA SIG meeting

Meeting time: 8:30 AM (EST) / 1:30 PM (BST) / 2:30 PM (CEST)

Meeting URL: https://openlibraryfoundation.zoom.us/j/82643780981 (Password required)

OA Working Group Wiki: Open Access SIG Home

Google Drive Folder: https://drive.google.com/drive/folders/1HR1JyDkUeRE0kL1eBKcu6uIvcNcnn352?usp=sharing

Slack channel: #open-access-management

Mailing list: folio-rm-oa@ole-lists.openlibraryfoundation.org (Subscribe here selecting 'folio-rm-oa' list)

Housekeeping and major community updates

• No meetings on Aug 12 and 19
• Aug 26 Demo of FOLIO acquisition modules

Agenda items

• Approval process on vendor/platform side
• Further discussion about Agreements/Contracts
• Outstanding topics, please add any topics that have not yet been discussed, or those that you feel need more discussion to fully understand the issues
  • https://docs.google.com/document/d/1BTlDlHhaAX35PAQDpz0VvdiObOC3-b1zD5fPl4pgSLU/edit 

Minutes

• Approval beeing send to vendor platform
  • OS: If/How do you manage approvals with the publishers?
    • CP: Yes, it happens, email, funding request in platform dashboard, login and click and agree; Frontiers does not have notifications, have to check on regular basis
    • AO: agreed, but also via Invoices or Spreadsheets
    • OS: In case of spreadsheet, are there IDs for matching with articles in spreadsheet?
      • AO: yes, DOI
    • OS: do platforms offer kind of automated processes/integration?
      • not known
    • BM/OS: Do you need to track the approval on publisher side in FOLIO?
      • CP: If this is the first information about the publication, yes, but if just the approval, there is no need to record
    • OS: If reject, then record this?
      • CP: Yes, e.g. for book funding for later processing
      • MW/SG: Yes, track if requested + reasons and approved
    • OS: Are there situations where you have the author request before on the publ dashboard?
      • SG: Yes, then we wait weeks or month for the article in the dashboard
      • AO: There are author rejections as well; go back to the author and ...
    • OS: In Read and Publish IOP - what is the event where do you get the information about article?
      • AO: The invoice will list all individual articles OR via dashboard
  • Agreement type of information
    • OS: Terms on the document Read an Publish, Membership and Prepay agreements, Publ. consortium deal, Subscribe to Open
    • IOP Publishing Consortium ; how is this different to other agreements?
    • How does payment work?
      • AO: Subscribe to open has no limitation 
    • Read and Publish you pay a fee to read journals from title list and get some publ rights certain number or discount = is that correct?
      • What is the important difference to other agreements?
      • AO: Maybe only strategic; Subscribe to open is about "if enough subscriber pay within a year it's OA, if next year not enough subsriber that switch back to closed"; transformational agreeements are about real OA forever, with every phase different calculations with aim of complete OA
      • OS: Prepay Membership
    • OS: How would I describe the agreements?
      • OS: APC exemption (with constraints), APC discount (with constraints), Billing options (Advance payment/invoicing/mix)
      • AO: You describe the way how to achieve; but we want to know what we get; Hybrid OA, Full OA (conditions on the articles)
      • OS: How can we express that? What I described are values of agreements, but we need the outcome for institution; does that make sense?
      • AO: Yes, e.g. Subscribe to open doesn't necessarily result in OA; Articles in gold journals, articles in hybrid journals, infrastructure support
    • OS: How do you know which journals are hybrid/gold etc if this is a criteria in agreement?
      • MW: DOAJ
      • CP: Publisher lists
      • MW: EZB
      • AO: Sherpa/Romeo
    • OS: On Thieme Journals, the few mentioned journals, did you choose it?
      • MW: not publisher decided

Attendees