247 oa kaufman

OA Publishing

The impact of OA on institutional pricing and licensing

Overview

14 Nov 07Kaufman-Wills Group2

Types of OA Delayed OA Optional OA Full OA

Business models and pricing Author-side fees Institutional

memberships Third party support

Impact Institutional pricing Licensing

Single titles Big deal Aggregators

Types of OA


Types of OA


Delayed OA Journals offering original research articles under

subscription access controls upon publication but making articles freely and publicly available after a period of time. Archive may be a one-time purchase, subscription, or OA

Optional OA Journals offering original research articles under

subscription access controls unless author or institution has paid fee to ensure that article is freely and publicly available on publication. Optional Open Access journals may also be Delayed OA

journals. Full OA

Journals making original research articles freely and publicly available immediately on publication.

Delayed OA

Participating (mostly)Non-participating (mostly)


HighWire Press hosted journals Toll free linking OA (recent) archive

Society journals University press

journals

Commercial publishers

Aggregators

Represents thousands of journals, so awareness / impact reduced overall

Optional OA


Participating (mostly) Commercial publishers

Mixed participation University Presses Society publishers

Non-participating Aggregators

Permissions policies, deposit in OA repository go hand-in-hand

Full OA


Commercial publishers BMC Industry-supported

Society publishers Member supported

Other nonprofit PLoS University press/Harvard Academic department

Business models and pricing


Revenue sources


Author-side fees Submission fees Page charges Color charges Article processing

charges OA Funding agencies Institutional

memberships

Dues and subscriptions Society membership Institutional

membership Subscriptions (to non-

OA content) Third party

underwriting Industry ads,

sponsorships, grants Foundation grants Government support

Volunteer labor Society publishers Academic departments

Funding agencies


35 funders have confirmed that they are willing to fund article processing charges

28 funders have an official policy in support of open access 25 of these funder policies encourage or in some

cases require funding recipients to deposit resulting research articles in an open access repository

Funding agencies willing to pay article processing fees


Academy of Finland (Finland) BIOTEC (Thailand) California Institute for Regenerative Medicine

(US) Canadian Institutes of Health Research

(Canada) Centre National de la Recherche Scientifique

(France) Consejo Superior de Investigaciones

Cientificas (Spain) Consiglio Nazionale delle Ricerche (Italy) Danmarks Grundforskningsfond (Denmark) Deutsche Forschungsgemeinschaft (Germany) FAPESP (Brazil) Fondazione Telethon (Italy) Fonds zur Forderung der wissenschaftlichen

Forschung (Austria) Fonds voor Wetenschappelijk Onderzoek

(Belgium) Health Research Board (Ireland) Howard Hughes Medical Institute (US) Indian Council of Medical Research (India) INSERM (France)

International Human Frontier Science Program Organization (International)

Israel Science Foundation (Israel) Max Planck Society (Germany) Medical Research Council (UK) National Health Service (UK) National Institutes of Health (US) National Science Foundation (US) Natural Environment Research Council (UK) Nederlandse Organisatie voor Wetenschappelijk

Onderzoek (Netherlands) Rockefeller Foundation (US) South African Medical Research Council (South

Africa) Swedish Foundation for Strategic Research

(Sweden) Swedish Research Council (Sweden) Swiss National Science Foundation (Switzerland) Wellcome Trust (UK)

http://www.biomedcentral.com/info/about/apcfaq

Author-side fees sampler

Full OA Optional OA


Publisher Author-side feesPLoS $2,750/article for PLoS Biology and

PLoS Medicine$2,100/article for community journals

BioMed Central $1,670/article for most BMC journals$525-$2,510/article for independent journals Plus fee for optional copyediting

Journal of Clinical Investigation

$70/article submission fee$.22/word$100/figure$50/table$300 supplemental data fee$1,000 if color

Journal of Vision (ARVO) $135/page without using author template$85/page if use author templatePlus voluntary charge of $50/pagePlus excessive alterations charge of $50/hour

Publisher Author-side feesSpringer $3,000/article for OAWiley $3,000/article for OAElsevier $3,000/article (most)

$5,000/article (Cell Press)£400/page (Lancet)

Sage $3,000/article for OAOUP $2,800 (less for authors at

subscribing institutions, authors in developing countries

Company of Biologists $2,160/article for OAAmerican Chemical Society $3,000/article for OAAmerican Physiological Society $2,000 + page chargesProceeding of the National Academy of Sciences

$70 per printed page$150/article if supplemental data included$1,000 surcharge if OA desired by author$450/color figure

The Scientific World $400/short article$695/longer article

PLoS institutional membership


PLoS institutional members pay annual fee, at chosen level Entitles affiliated scientists to reduced charges for

publication in flagship and community PLoS journals Provides libraries with access to institutional usage

reports for all PLoS publications Lists member institutions on the PLoS web site

Members page, with list of articles published in journals by affiliated authors

Other PLoS memberships Research funding agencies on behalf of investigators,

grantees Consortial memberships

Negotiated on case-by-case basis.

Market response to PLoS institutional membership


~100 colleges and universities Harvard Yale University of Amsterdam Kalamazoo College.

http://www.plos.org/support/instmembers.html

Open Society Institute pays for PLoS institutional memberships on behalf of universities and other organizations in 44 developing countries

BMC institutional membership


Prepay Membership Customers pay upfront for articles published by their authorized users to

be processed and published. On publication, full article processing charge for journal minus discount

that applies is deducted from account. The higher the amount paid in advance, the greater the discount given.

Postpay Membership Scientific and medical societies and groups are invoiced in arrears for

papers authored by their members that have been published in journals since last invoice date.

Invoice schedules are set on a monthly or quarterly cycle. Supporters Membership

Flat rate annual membership fee based on the number of science and medical researchers and graduate students at institution.

Members of the institution are then given a 15% discount on the article processing charge when publishing in our journals.

Market response 321 members, 33 countries

http://www.biomedcentral.com/info/about/membership

OUP


Institutional rebates To be presented this afternoon

Impact of OA on institutional pricing and licensing


What is the impact of OA on institutional pricing and licensing?


It depends!

Institutional pricing


Agents alert libraries to Full OA journals; no incentive to do more

Librarians not (yet?) devoting energies to determining percentage of Optional and Delayed OA

Librarians can imagine time when they will wonder why they have to pay so much for so little content

Publishers asking for societies for guarantees on behalf of library customers that purchased archive will not be OA for, say, 20 years

Societies questioning whether institutional rates need to be lowered if add Optional or mandatory OA

Balancing institutional rates and OA fees Recommendation: margin management!

Journal revenues: historical reliance on multiple revenue streams

Journal costs: focus on cost containment and efficiency


Member allocation Institutional subscriptions PPV Author-side fees

Submission fees Page charges Processing charges Publication fees Color Data supplement Institutional memberships Language polishing

Rights and permissions Industry – government support Other

Peer review Lower cost ms mgmt systems Journal franchises (multiple

journal submissions, shared reviews)

Printing Opt in / opt out Unbundled / no print

Online platform “Commodification”

Sales and marketing Institutions / consortia Author-side fee mgmt systems

Outsourcing and offshoring

Aggregator licensing


ProQuest Negotiating lower

royalty rates for Delayed OA or significant proportion of Optional OA

Ovid Not known to

negotiate lower royalty rates for Delayed or Optional OA

Depends on Value of new content Amount of OA Embargo-Delayed OA

squeeze

Q&A

Thank you!

Cara S. KaufmanPartner, Kaufman-Wills Group

410 821 [email protected]


247 oa kaufman

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