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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

...

• 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

  
  

  Present	Name	Home Organization
  x	Owen Stephens	K-Int
  x	Ian Ibbotson	K-Int
  x	Gill Osguthorpe	K-Int
  x	Björn Muschall	UL Leipzig
  x	Christina Prell	UL Regensburg
  	Caroline Ziegler	UL LMU Munich
  	Volker Schallehn	UL LMU Munich
  	Vanessa Gabriel	UL LMU Munich
  	Eloisa Deola Schennerlein	SLUB Dresden
  	Lisa Schäfer	ZBW
  	Martin Bauschmann	UL Leipzig
  	Peter Sbrzesny	SUB Göttingen
  	Mona Orloff	ZBW
  x	Astrid Orth	SUB Göttingen
  	Cornelia Lang	UL Regensburg (proxy Christina Prell)
  x	Peter McCracken	Cornell University
  x	Ethan	K-Int Dev
  x	Sam Hepburn	K-Int Dev
  	Frank Manista	JISC UK
  x	Simone Gruner	SLUB Dresden
  x	Michael Wolgemuth	SLUB Dresden