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Open Access Business in FOLIO

Project Outline�Product Council, May 20, 2021

Björn Muschall <muschall@ub.uni-leipzig.de>

| www.folio.org

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Background

  • funded by European Regional Development Fund (ERDF)
  • managed by Leipzig University Library
  • developed by Knowledge Integration (K-Int)

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People involved

product owner: Owen Stephens

dev lead: Ian Ibbotson

UX lead: Gill Osguthorpe

convener: Björn Muschall

RM working group: everyone who wants

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Scope

Management of Gold and Transformative Open Access agreements, and the related recording, verification and funding of OA publications.

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Reminder: Models of academic publishing

Subscription based access

managed by ERM

Figure from https://library.ust.hk/sc/ta/

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Reminder: Models of academic publishing

Open Access models

which are tackled

by this project

Figure from https://library.ust.hk/sc/ta/

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Open Access variants

In scope:

  • Gold OA (paid for)
  • Hybrid/Transformative OA (transition of costs from read/subscription to OA publishing)
  • Diamond/Platinum OA - financial support for non-profit platforms

Out of scope:

  • Green OA

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Business models

  • Article Processing Charges (APC)
  • Annual charge/membership
  • Read & Publish
  • Waiver/Voucher/Tokens for OA
  • etc.

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Key functions

• Recording OA Agreement Components

• Recording of Funding Agency

• Recording of Funder’s Policy (compliance rules)

• Recording of Academic Output (articles, book chapters, books)

• Manual verification/approval

• Recording of publication data

• Finance / Invoicing / Budgeting

• Recording Communication

• Dashboard/Alerts

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Next steps

  • inform related channels
  • form RM working group
  • start working

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Communication channels

Wiki page: https://wiki.folio.org/display/RM/Open+Access+Group

Slack: #open-access-management

Mailinglist: folio-rm-oa

Doodle poll time preferences for weekly meeting

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Comments, Questions, Suggestions, Concerns?

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