2021-07-22 - 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

• -

Agenda items

• We carry on with the discussion about eligibility / compliance criteria & tracking
  • related document: https://docs.google.com/document/d/1mYVw0_ZaM6WDJAmXb8FRopGONNga5mZm-oiL7NzjuzQ/edit?usp=sharing

Minutes

• • OS: Q for the end of this session: Is there anything we missed regarding this area?
  • Going through the document
  • OS: Q re: statements about contingent availability in the document
    • EDS: In case of prepayment, want to see how many articles or money left
    • MB: There are vouchers as well
    • OS: prepayment situation with publisher and/or consortium?
      • EDS: publisher for sure, consortium not sure
    • OS: report about availability from publisher?
      • EDS: normaly via email or dashboard
      • AO: only at the end of the year with invoice information whether there is anything left, no overview during the year some times, need to keep track by themselves
    • OS: number of vouchers can vary?
      • EDS: yes, vary; one voucher = one publication
    • OS: vouchers part of contract or consortia?
      • EDS: one example IIIE
      • AO: example via chat:

        Springer and received the following information: "Regarding the tokens, he said that there will be a common pool of tokens from all participating institutions. Institutions with Tier 2-5 will be able to publish all their publications OA without having to pay additional costs, even if the tokens should be used up. Institutions with Tier 1 should, if the tokens should be depleted, publish the articles then still awaiting publication behind the paywall, i.e. not OA, if they do not want to pay the APC for the articles.

      • MB: IOP - 
    • OS: vouchers always connected with one publisher? or are there vouchers across many publisher?
      • EDS: 1:1 so far
    • OS: specific voucher numbers?
      • MB: no specific voucher numbers
      • PMC: vouchers with exp date
    • OS: availabilty of third party funds?
      • PMC: small fund that the library provides; most used in first month of the year
      • EDS: univ. offers money to the institutes; this would be third party fund; also if research fund itself contains publication 
      • EDS: always looking for other funding streams, if not, then via library/publication fund
      • EDS: but we record request even if we do not pay
      • MB: cost sharing; sometimes authors have some money; paying complete invoice but invoice the author subsequently
  • OS: Q re: statement some institutions do not fund publ in hybrid journals
    • OS: checking whether journal is listed in a directory, is there a different in checking to other things to check?
    • MB: hybrid only if it's part of a transformative agreement
    • MB: Gold OA fund and transformative agreement
    • EDS and OA: it depends on the contract; if contract includes hybrid journals, then it will be paid
  • OS: relationship between author and department; experience shows that this is quite flexible
  • OS: books, no focus at the moment
  • OS: DFG specific?! 
    • AO: what we need to know/check/record is from what project comes this publication? FactScience/RIS contains information about whether research is funded by DFG; or ask authors or check publication metadata
    • OS: The main question is: Who funded the research that the publication is about/from → then decision 
  • OS: are the authors specify a specific journal they want to publish in?
    • EDS: it depends, sometimes they ask or wish to have a specific publisher, sometimes journal
  • OS: article types: do we have a more broad classification or deeper one? number of types
    • MB: a more large number, e.g. Wiley 100+ lines; MB will provide OS Wiley example
    • AO and EDS: special prices depending on article type
  • Colour and page fees payed and tracked, excluded?
    • CL: do not fund but pay and invoice / pass on to the author
    • PMC: not heard of any limitations, but have to investigate
  • OS: any other things that need to be tracked that are not part of pre-decision process? Have to check afterwards?
    • AO: funding statement of research itself and publication OA funding have to be checked
    • OS: do you have at the moment a method of checking this?
    • AO: yes, publication text and publ metadata; just track "that" it was checked and found/or not
  • OS: complain if not complient; communication with publisher; is that something you want to track over time?
    • EDS: example of wrong or no OA licence, ask to change the license, but if publisher don't want, no further asking
    • can be a long period of communication
  • OS: is there anything we missed regarding this subject, missed to asked etc.?
    • please think about during the week

Attendees list