Publisher Participation Agreement

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Publishers
Jisc APC - Publishers
Subtitle
JISC Collections
20 November 2008 | JISC Collections AGM 2008 | Slide 1
Publishers
Approach and Feedback
JISC Collections
Publishers
Jisc APC
 Introducing the Jisc APC platform to Publishers
 JISC Collection’s traditional role
 Post Finch
 A trusted party
 Our membership
 JISC Collections seeking to provide a service to address needs of OA
author payments
 OAK as partner with appropriate system and technological know-how
JISC Collections
Publishers
Publishers Approached
 53 publishers account for 80% of RCUK and Wellcome trust funded
articles
 List provided by Wellcome Trust
 Any others?
 OAK’s involvement with these publishers
 Our knowledge and experience
 Priority order
JISC Collections
Publishers
NESLi2 Publishers – Gold hybrid - Approach
Publisher
Current status
Demo
American Chemical Society
Considering
11th March
BMJ Publishing Group
Considering
12th March
Cambridge University Press
Considering
1st March
Elsevier
Internal decision. Likely to hear in April
7th March
IOP
Meeting arranged
Nature Publishing Group
Interested. Considering technical aspects
4th March
OUP
Delayed decision due to internal situation
Planned
Palgrave Macmillan
Just launched OA.
Not yet
Royal Society of Chemistry
Not yet met.
Arranged
SAGE Publications
Very interested.
5th March
Springer (Open Choice)
Not yet met.
Taylor & Francis Group
Has been in touch
Wiley-Blackwell
Already invested in back-end and sees as duplicate Some have
work but wants to be involved in pilot
seen.
JISC Collections
Planned
Publishers
Small-Medium Publishers - Approach
Publisher
American Association of Immunologists
Institute of Electrical and Electronics Engineers (IEEE)
American Geophysical Union
International Union of Crystallography (IUCr)
American Meterological Society
Inter-Research
American Physiological Society
Liverpool University Press
American Psychological Association
Multiscience
American Society for Biochemistry and Molecular Biology
National Academy of Sciences
American Society for Nutrition
Portland Press
American Society of Hematology
Society for General Microbiology
American Society of Plant Biologists
Society for Neuroscience
ASME (American Society of Mechanical Engineers)
The Endocrine Society
Association for Computing Machinery (ACM)
The Geological Society
Association for Research in Vision and Opthalmology
The International Society for Optics and Photonics (SPIE)
Astronomical Society of Japan
The MIT Press
Cold Spring Harbor Laboratory Press
The Optical Society (OSA)
CSIRO Publishing
The Policy Press
Ecological Society of America
The Society for Industrial and Applied Mathematics (SIAM)
Edinburgh University Press
University of Chicago Press
Geological Society of America
World Scientific
JISC Collections
Publishers
Publishers attending group webinar 22nd March
 SPIE
 SIAM
 Society for General Microbiology
 American Society for Nutrition
 American Society of Hematology
 Peer J
 Association for Research in Vision and Opthalmology (ARVO)
 Geological Society
 American Physiological Society (APS)
JISC Collections
Publishers
Totally Gold Open Access
 Hindawi
499 titles
 BioMed Central
250 titles
 Ubiquity Press
12 titles
 PLOS
7 titles including PLOS One
 Co-Action
4 titles
 PeerJ
1 title
JISC Collections
Publishers
Jisc APC Benefits for Publishers
 Consolidated negotiations:
 JISC Collections is the known negotiator for the same UK community for
NESLi2 journal agreements, discounted APCs, datasets and ebook
deals.
 Consolidated publisher payments:
 JISC Collections already organises payments between institutions and
publishers and is a trusted party in this process. Publishers will gain the
reach of more institutions that are using the same approach and
depositing APC funds in the system. Publisher will raise their OA profile
to UK-mandated institutions with funds for OA publishing.
JISC Collections
Publishers
Jisc APC Benefits for Publishers
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Unique service:
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No other service currently available offering the same level of support to publishers and
institutions. The service supports and benefits OA publishing.
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Improved cash flow:
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JISC Collections will ensure regular and timely payments for all articles purchased by the
institutions in the prior month or week and providing regular reports. This means we will be
keeping track of revenues for the publisher rather than the publisher having to spend time
chasing for payments.
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Retain individual business rules:
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The way we work with the publisher will mirror the current working practice the publisher has in
place. Each publisher may have different preferences and we can manage these.
JISC Collections
Publishers
Jisc APC Benefits for Publishers

Retain existing membership accounts:
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Institutions may have different rates related to memberships, already agreed, and these rates can
continue.
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Reduce time and cost of administration
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Publishers are likely to reduce their overhead costs through using Jisc APC when outsourcing the
APC payment collection and reporting process to JISC Collections.
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Reduce expenditure on an in-house system
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Jisc APC outputs can work with other in-house systems such as Sage, meaning the publishers
doesn’t need to invest in a system to deal with this particular task.
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Increased article submissions
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An easy to use payment interface encourages increased submissions
JISC Collections
Publishers
Publisher Participation Agreement
 An agreement between JISC Collections and the Publisher
 Sets out obligations of each party
 Institutions sign an Institutional Participation Agreement.
JISC Collections
Publishers
Discussions with Publishers
 Technological / system
 Funding
 Credit control
JISC Collections
Publishers
Talking to Publishers: Technical Concerns
 A discussion between OAK and the Publisher
 Options for transferring metadata to Jisc APC
 Level of participation
– UK articles: identifying these from the rest
 Completed transition data
 Consistent data: author names, institutions etc (ORCID ID)
 How does publisher integrate modified data back into their
accounting system?
JISC Collections
Publishers
The core information we require from a publisher is:
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Mandatory:
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Unique ID from the Publisher for the payment – This could be: a Document No or Manuscript
Number or DOI
Name of Corresponding Author
Organisation or Company Name
Email Address of Corresponding Author
Journal Name
Article Title
Price
Any additional publication charges – page charges, colour charges etc
Any ad hoc discount information
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Optional:
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Co –Author Name and Contact emails
Publication Date
Volume Number
Issue Number
URL of Article
JISC Collections
Publishers
Talking to Publishers: Money issues
 What happens when the funding runs out? How will JISC Collections let
publishers and institutions know that there are insufficient funds left
where money is deposited in Jisc APC?
 How will publishers get paid if deposited funds aren’t available to pay
outstanding fees?
– Will institutions pay an invoice from other funds?
– Will an author pay on their “back-up” credit card?
– Is JISC Collections responsible?
 When is the “Effective Date” for applying APCs?
– on acceptance or on publication? Should this vary by publisher?
 Using submissions figures to predict likely funds
 Limiting funds to a department or faculty for pilot?
JISC Collections
Publishers
Talking to Publishers: Splitting APCs & Credit Control
 Impact of corresponding author splitting the APC:
– Co-author may be at another institution in the Jisc APC pilot
– Co-author may be an another institution abroad
 What happens when co-author doesn’t pay their invoice?
 Is Jisc APC institution responsible for fulfilling the full APC charge?
 Some publishers indicated a preference not to split the APC
 Is this a publisher policy, an author’s decision or an institutional policy?
JISC Collections
Publishers
Publisher and Institutional Survey
 Address common themes
 Best practice
 Consensus of opinion?
 Guidance for institutions
JISC Collections
Publishers
Questions?
JISC Collections
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