United Kingdom

A new transformative model is needed because conventional Read &amp; Publish agreements do not best serve the needs of libraries and publishers in transforming budgets and revenues, respectively, from subscriptions to Open Access. Nina Schönfelder will present the “smooth transition model”, an advanced model, which is responsive to the progress in the transition. Anke de Looper &amp; Marten Stavenga will present its implementation by a commercial publisher, highly specialized in linguistics. Their transformative agreement offers a gradual shift from subscription-based to publication-based charges for both publisher and libraries. The offer as well as the uptake by libraries will be discussed

UKSG Annual Conference 2022

A new model for transformative agreements and its implementation by a small publisher: Enhancing a smooth transition to open access

Track A participant information packet [PDF](https://drive.google.com/file/d/1dQtZHSkIzuXHT-TFNRaY_UTi5FTk_Kcb/view?usp=sharing)

Track B participant information packet [PDF](https://drive.google.com/file/d/1HtBtLsmb4ST392VF7K22St5ZJqaSsSZ9/view?usp=sharing)


Dear B15 cohort members,

On behalf of the University of California and OA2020 Initiative, we are pleased to share with you the attendee information packet for the 15th Berlin Open Access Conference (B15): Adapt and Advance.

Since 2003, the Berlin Open Access Conference has explored the potentials of our digital environment to transform scholarly communication and “build a future-proof, flexible, open, and high-quality scholarly and scientific publishing system.” Over the years, the persistence of subscription paywalls prompted the creation of a global alliance dedicated to accelerating the transition to open access; the focus of the Berlin Open Access Conference series now centers on viable strategies to replace the existing subscription business model with transparent and sustainable open access models.

The international cohort of the 14th Berlin Open Access Conference (2018) affirmed the importance of transformative agreements in accelerating the open access transition and today we can observe the progress made with transformative agreements in just a few short years. As we progress in our strategies, each step elevates us to a new vantage point revealing a new set of challenges. At this juncture, in 2021, we are therefore convening various stakeholders and decision-makers—including higher education and research administrators; library leaders; academic communities and faculty governance; research funders; and ministries of research, education and innovation—involved in further adapting, improving and advancing transformative open access agreements for the betterment of the research enterprise. As detailed in the agenda that follows, the B15 plenaries will consider transformative open access agreements in the context of heightened budget pressures, equity and scholarly communications, and the growing variety of transformative models being implemented worldwide.

As a B15 attendee, we ask that you use this conference as a springboard for further action, partnership and change.
We look forward to seeing you at B15.

Many thanks,

Gerard Meijer, Director and Scientific Member, Fritz Haber Institute, Max Planck Society, Berlin (B15 Track B Conference Chair)
 Günter Waibel, Associate Vice Provost and Executive Director, California Digital Library, University of California (B15 Track A Conference Chair)

### **Schedule at a glance:**

To facilitate global participation, the B15 conference will be offered twice (to confirm your track, please refer to your invitation from the B15 coordinators or the participant information packet that was distributed via email in advance of the conference).

The conference program will comprise four plenary sessions and include opportunities for discussion (breakout sessions) to reflect together on the insights presented in plenaries 1-3.

Day 01
 -Welcome & opening remarks
 -Plenary 1 - Open access and cost reduction: Competing priorities?
 -Panel
 			-Breakout discussions
 -Plenary 2 - Equal opportunity to publish open access
 -Panel 
 -Breakout discussions
 -Closing Remarks
 -Social event
 
 Day 02
 -Opening remarks
 -Plenary 3 - The range of open access transition models
 -Panel 
 -Breakout discussions
 -Poster session
 -Plenary Panel 4 - The B15 Journey
 -Closing remarks
 
To view the full schedule, please click [here](https://underline.io/events/186/schedule?day=2021-09-28T04%3A00%3A00.000Z) (be sure to sort by your track).

### **B15 message board: Please share your insights, feedback and questions**
In advance of and during B15, we invite you to share your insights, feedback and questions around transformative open access on the B15 message board. Please access the message board [here](https://underline.io/events/186/posters/7945/poster/35472-message-board).

### **Technical issues or questions?**
If you have any questions (before or during B15) about the underline event platform, Zoom or Gather Town, please don’t hesitate to contact the underline help desk [here](https://underline.io/events/186/help-desk).

This event requires a registration to attend, please register for the event [here](https://oa2020.org/b15-conference/). 

Registration Required

The 15th Berlin Open Access Conference: Adapt and Advance

Welcome letter:

Dear B15 cohort members,
On behalf of the University of California and OA2020 Initiative, we are pleased to welcome you to the 15th Berlin Open Access Conference (B15): Adapt and Advance.

A new transformative model is needed because conventional Read & Publish agreements do not best serve the needs of libraries and publishers in transforming budgets and revenues, respectively, from subscriptions to Open Access. Nina Schönfelder will present the “smooth transition model”, an advanced model, which is responsive to the progress in the transition. Anke de Looper & Marten Stavenga will present its implementation by a commercial publisher, highly specialized in linguistics. Their transformative agreement offers a gradual shift from subscription-based to publication-based charges for both publisher and libraries. The offer as well as the uptake by libraries will be discussed

technical paper

The UKSG Annual Conference is a major event in the scholarly communications calendar which attracts delegates each year from around the world - librarians, publishers, content providers, consultants and intermediaries. The conference combines high-quality plenary presentations, lightning talks and breakout sessions with entertaining social events and trade exhibition. This year we are delivering Telford both in-person and digitally.

The UKSG Annual Conference is a major event in the scholarly communications calendar which attracts delegates each year from around the world - librarians, publishers, content providers, consultants and intermediaries.

Octopus is an innovative open platform where the scientific community can freely read, review, and register ideas and findings. Launching next month, it will enable researchers – of every seniority, institution, and location – to immediately establish a claim on their work and get fair credit for everything they do.

The platform will closely integrate with existing research tools and systems, such as ORCID, but with incentives for good research practice, constructive peer review, and collaborative working, it is also designed to create a new culture of collaboration and recognition which improves access to research and rewards best practice in every aspect of the scientific process.

This is an opportunity to learn more about the project and its aims, and to see an early demo of the platform prior to launch.

Octopus: creating a new primary research record

Have you ever felt overwhelmed when starting a new job? Ever experienced imposter syndrome, or wondered how you can feel more confident and empowered professionally?

In 2021 Thomas Shaw’s article 'How to strive for success, happiness, fulfilment and impact: a personal manifesto' was published in UKSG Insights. In this informal session, Tom will be interviewed by Andrew Barker to explore some of the key themes from the article. This includes reflecting on ourselves as holistic individuals with intersecting personal and professional identities, and exploring how this can help us get the best out of work for ourselves and our careers.

The ‘personal manifesto’: what does it mean to explore your style, preferences and needs?

This session will surface and showcase evolving best practices in OA agreements, particularly agreements between smaller independent publishers and libraries/consortia. This session will be chaired by Lorraine Estelle.

Innovation in OA agreements

High quality and accurate bibliographic metadata is an essential part of the supply chain for books and e-books as it enables titles to be easily and reliably identified, selected, and accessed. Yet libraries and content providers have worked for years to find common ground across stakeholder groups regarding metadata requirements. 

This breakout session will describe two new efforts to reach consensus: Metadata Profiles from the NAG Quality of Shelf Ready Metadata Project, and the NISO Recommended Practice on, E-Book Bibliographic Metadata Requirements.

Both projects demonstrate the importance of developing a shared understanding between publishers, vendors and libraries regarding the creation and sharing of quality metadata so that it has value throughout the supply chain.

Essential E-Book Metadata for Everyone!

This session will detail the process implemented with 13 publishers to collect article-level metadata on open access publications for Jisc transitional agreements throughout 2020 and discuss the challenges encountered. It will also demonstrate how the data collected has allowed Jisc to effectively monitor and evaluate transitional agreements and conclude by outlining recommendations to improve the transparency of the transition to open access.

Evaluating Transitional Agreements with Article Level Metadata

ATR is a breakthrough AI which accelerates research work, making handwritten content fully discoverable via search, and turning handwriting into easily readable typeset that can be seamlessly utilized for data analysis, quoted, and cited. Through ATR, manuscripts and printed materials will come close to parity in their discoverability for the first time. With examples drawn from Wiley Digital Archives, find out how ATR can improve archive collection management and librarianship, supporting institutional objectives and publishing by placing researchers ahead of the curve in their fields. You’ll hear how the technology behind ATR works, the difference between ATR, OCR, and HTR. As well as, how ATR will enhance research and teaching by solving manuscript comprehension challenges.

Automated Text Recognition (ATR) : A new era of handwritten manuscript research

What does the transition to OA look like for primary research in highly selective journals? Using Nature as a case study example, this session will explore how the transition to OA is going, what the data from the transition is showing us regarding lessons to be learnt and will draw on the funder, publisher and researcher perspective to address the sustainable path forwards.

Putting highly selective titles on the path to OA

As open access continues to expand with increased emphasis on an building equitable and inclusive future for scholarly communications, a number of collective approaches have emerged, with libraries/consortia entering into partnerships with publishers. This talk will aim to clarify the various approaches undertaken, explaining their theoretical foundations and their grounding in collective action theory. Whether motivating partnership based on disciplinary interests (as in SCOAP3), mission alignment (PLOS CAP) or financial self-interest (Subscribe to Open), the talk will illuminate the levers and functional components of each model, to enable greater awareness of the diversity of collective approaches, and inform greater confidence in investment in collective open access models.

Collective Action for Open Access: Overview of Current Approaches

Read & Publish agreements are a main driver in the worldwide uptake of open access. More and more consortia and individual research organizations are closing deals with publishers. Despite the effort and expertise invested in the process of negotiation and drafting the contract, the real open access results are achieved during the execution of the agreement. Based on lessons learned from the consortium of Dutch University Libraries (UKB) five ways to optimize open access uptake will be presented.

Five ways to optimize open access uptake after a signed Read & Publish deal

Subscribe to Open (S2O) is emerging as an effective way to provide inclusive Open Access using existing infrastructure and library budgets. The benefits of moving to S2O are immediate and wide-ranging, and it is a highly equitable model. In this panel, two publishers who have adopted S2O – Vivian Berghahn from Berghahn Books and Rod Cookson from IWA Publishing – discuss their experience, the challenges encountered and the role of librarians in S2O transitions. They are joined by Suzanne Atkins, Open Access and Research Publications Advisor at the University of Birmingham, who will give a library perspective on S2O initiatives.

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Octopus: creating a new primary research record

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