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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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<oai_dc:dc xmlns:dc="" xmlns:oai_dc="" xmlns:xsi="" xsi:schemaLocation="">
  <dc:creator>Szprot, Jakub</dc:creator>
  <dc:creator>Gruenpeter, Natalia</dc:creator>
  <dc:creator>Rycko, Nikodem</dc:creator>
  <dc:creator>Siewicz, Krzysztof</dc:creator>
  <dc:creator>Schimmer, Ralf</dc:creator>
  <dc:creator>Campbell, Colleen</dc:creator>
  <dc:creator>Karlstrøm, Nina</dc:creator>
  <dc:creator>Andenæs, Nils</dc:creator>
  <dc:creator>Lundén, Anna</dc:creator>
  <dc:creator>Wideberg, Britt-Marie</dc:creator>
  <dc:description>The aim of the report „Transformative Agreements: Overview, Case Studies, and Legal Analysis” is to present the current situation regarding ‘transformative agreements’ 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. 

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). 

Case studies:

	Germany: Ralf Schimmer, Colleen Campbell, Max Planck Digital Library 
	Norway: Nina Karlstrøm, Nils Andenæs, The Norwegian Directorate for ICT and Joint Services in Higher Education and Research (Unit) 
	Sweden: Anna Lundén, Britt-Marie Wideberg, National Library of Sweden 


Update, 5.03.2021:

A revised version (version 2) was uploaded. 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). </dc:description>
  <dc:publisher>Wydawnictwa ICM</dc:publisher>
  <dc:subject>Open Access</dc:subject>
  <dc:subject>national licences</dc:subject>
  <dc:subject>publisher negotiations</dc:subject>
  <dc:subject>Open Science</dc:subject>
  <dc:title>Transformative Agreements: Overview, Case Studies, and Legal Analysis</dc:title>
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