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Transformative Agreements: Overview, Case Studies, and Legal Analysis

Szprot, Jakub; Gruenpeter, Natalia; Rycko, Nikodem; Siewicz, Krzysztof; Schimmer, Ralf; Campbell, Colleen; Karlstrøm, Nina; Andenæs, Nils; Lundén, Anna; Wideberg, Britt-Marie


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  <identifier identifierType="DOI">10.5281/zenodo.4585393</identifier>
  <creators>
    <creator>
      <creatorName>Szprot, Jakub</creatorName>
      <givenName>Jakub</givenName>
      <familyName>Szprot</familyName>
      <affiliation>University of Warsaw</affiliation>
    </creator>
    <creator>
      <creatorName>Gruenpeter, Natalia</creatorName>
      <givenName>Natalia</givenName>
      <familyName>Gruenpeter</familyName>
      <affiliation>University of Warsaw</affiliation>
    </creator>
    <creator>
      <creatorName>Rycko, Nikodem</creatorName>
      <givenName>Nikodem</givenName>
      <familyName>Rycko</familyName>
      <affiliation>University of Warsaw</affiliation>
    </creator>
    <creator>
      <creatorName>Siewicz, Krzysztof</creatorName>
      <givenName>Krzysztof</givenName>
      <familyName>Siewicz</familyName>
      <affiliation>University of Warsaw</affiliation>
    </creator>
    <creator>
      <creatorName>Schimmer, Ralf</creatorName>
      <givenName>Ralf</givenName>
      <familyName>Schimmer</familyName>
      <affiliation>Max Planck Digital Library</affiliation>
    </creator>
    <creator>
      <creatorName>Campbell, Colleen</creatorName>
      <givenName>Colleen</givenName>
      <familyName>Campbell</familyName>
      <affiliation>Max Planck Digital Library</affiliation>
    </creator>
    <creator>
      <creatorName>Karlstrøm, Nina</creatorName>
      <givenName>Nina</givenName>
      <familyName>Karlstrøm</familyName>
      <affiliation>Norwegian Directorate for ICT and Joint Services in Higher Education and Research (Unit)</affiliation>
    </creator>
    <creator>
      <creatorName>Andenæs, Nils</creatorName>
      <givenName>Nils</givenName>
      <familyName>Andenæs</familyName>
      <affiliation>Norwegian Directorate for ICT and Joint Services in Higher Education and Research (Unit)</affiliation>
    </creator>
    <creator>
      <creatorName>Lundén, Anna</creatorName>
      <givenName>Anna</givenName>
      <familyName>Lundén</familyName>
      <affiliation>National Library of Sweden</affiliation>
    </creator>
    <creator>
      <creatorName>Wideberg, Britt-Marie</creatorName>
      <givenName>Britt-Marie</givenName>
      <familyName>Wideberg</familyName>
      <affiliation>National Library of Sweden</affiliation>
    </creator>
  </creators>
  <titles>
    <title>Transformative Agreements: Overview, Case Studies, and Legal Analysis</title>
  </titles>
  <publisher>Zenodo</publisher>
  <publicationYear>2021</publicationYear>
  <subjects>
    <subject>Open Access</subject>
    <subject>national licences</subject>
    <subject>publisher negotiations</subject>
    <subject>Open Science</subject>
  </subjects>
  <dates>
    <date dateType="Issued">2021-02-12</date>
  </dates>
  <language>en</language>
  <resourceType resourceTypeGeneral="Report"/>
  <alternateIdentifiers>
    <alternateIdentifier alternateIdentifierType="url">https://zenodo.org/record/4585393</alternateIdentifier>
  </alternateIdentifiers>
  <relatedIdentifiers>
    <relatedIdentifier relatedIdentifierType="DOI" relationType="IsVersionOf">10.5281/zenodo.4543421</relatedIdentifier>
  </relatedIdentifiers>
  <rightsList>
    <rights rightsURI="https://creativecommons.org/licenses/by/4.0/legalcode">Creative Commons Attribution 4.0 International</rights>
    <rights rightsURI="info:eu-repo/semantics/openAccess">Open Access</rights>
  </rightsList>
  <descriptions>
    <description descriptionType="Abstract">&lt;p&gt;The aim of the report &amp;bdquo;Transformative Agreements: Overview, Case Studies, and Legal Analysis&amp;rdquo; is to present the current situation regarding &amp;lsquo;transformative agreements&amp;rsquo; understood as a means of transitioning from a subscription-based model of scientific publishing to full and immediate open access. In chapter one, the authors present transformative agreements in the context of Plan S; in chapter two, they outline the current state of negotiations and agreements between scientific institutions and publishers in various countries; in chapter three, they provide legal analysis of the agreements from the ESAC Transformative Agreement Registry. Chapter four consists of three case studies (Germany, Norway, Sweden); finally, chapter five is devoted to recommendations.&amp;nbsp;&lt;/p&gt;

&lt;p&gt;The report, edited by Jakub Szprot and Natalia Gruenpeter, was prepared as part of the Open Science Platform activities by a team of authors from the Interdisciplinary Centre for Mathematical and Computational Modelling at the University of Warsaw (Natalia Gruenpeter, Nikodem Rycko, Krzysztof Siewicz, Jakub Szprot).&amp;nbsp;&lt;/p&gt;

&lt;p&gt;Case studies:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Germany:&amp;nbsp;Ralf Schimmer, Colleen Campbell, Max Planck Digital Library&amp;nbsp;&lt;/li&gt;
	&lt;li&gt;Norway:&amp;nbsp;Nina Karlstr&amp;oslash;m, Nils Anden&amp;aelig;s, The Norwegian Directorate for ICT and Joint Services in Higher Education and Research (Unit)&amp;nbsp;&lt;/li&gt;
	&lt;li&gt;Sweden:&amp;nbsp;Anna Lund&amp;eacute;n, Britt-Marie Wideberg, National Library of Sweden&amp;nbsp;&lt;/li&gt;
&lt;/ul&gt;

&lt;p&gt;&amp;nbsp;&lt;/p&gt;

&lt;p&gt;Update, 5.03.2021:&lt;/p&gt;

&lt;p&gt;A revised version (version 2) was uploaded.&amp;nbsp;In the previous version, there was an error in Figure 1 (page 33). In the legend to the graph, the last row was omitted. It should appear as follows: turquoise - American Chemical Society (ACS), pink - Georg Thieme Verlag KG (see page 33).&amp;nbsp;&lt;/p&gt;</description>
  </descriptions>
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