ACM Digital Library Tiered-Band Open Access Model
ANKOS (Anatolian University Libraries Consortium)
Subscriptions partly converted to OA publishing fees
Fully OA titles are included selectively
Original research articles, Review articles, Proceedings
Subscriptions fully converted to OA publishing fees (access related costs 5% or less)
The agreement uses the global ACM Open price model which grants unlimited publishing
Consortia of Chinese Academy of Sciences
California Digital Library (University of California)
The Agreement also includes open access for the final manuscripts of an additional approximately 60 articles per year by UC affiliated co-authors who are not the corresponding authors, via automatic deposit into the UC repository, eScholarship.
This three-year pilot agreement does involve increased costs. UC was willing to take on these added costs because of several factors, including ACM’s commitment to overall cost neutrality (in the model, costs for institutions at lower publishing output tiers will go down over time as participation increases from campuses in the higher tiers), and the unique opportunities to broadly advance open access that are involved in the pilot:
The model involves a unitary an uncapped fee that covers both reading and publishing, without individual OA publishing fees.
Fees are set for each of the three years of the contract term based on an analysis of recent publishing output. All publishing output during the term of the Agreement will be made Open Access, without further payment, regardless of any increase in publication volume. Should publication rates decrease, no compensation will be provided by ACM to CDL, but because of the deeply discounted pilot pricing this risk is contained significantly. Should publishing output change in either direction over the term of the Agreement, new data would be used to assign institutions to tiers in future iterations of the agreement.
This Agreement, which reflects a new OA business model that was co-created by ACM, UC, MIT, Carnegie Mellon, and Iowa State University, holds potential to advance ACM’s aim to flip entirely to OA in 7-10 years. If that aim is met, the agreement will have been a significant step in an overall transition to OA, particularly in demonstrating a successful transition by a scholarly society. A key question that is as yet unanswered is whether a substantial number of other subscribers– particularly research-intensive universities– will adopt the model. If so, this Agreement will have been influential in providing a path to shift a key scholarly society fully to OA publication. The pilot does leave another question open as well: to what degree cost sustainability can be fostered through the model’s methods for incentivizing financial participation among low publishing output institutions.
Not all of the consortium’s ACM-publishing organizations have signed up to the agreement ACM Open
The name domain of the e-mail address to identify the institution is a method we’ll have to evaluate, as it doesn’t fit the French research organization
The OA publication is unlimited and includes also Proceedings
The agreement in unlimited for all the period
Original research articles, Review articles, Proceedings, Short paper, technical note, tutorial, case study, interview, survey
2022 and 2023 are currently managed retrospectively
The agreement is sustainable because the schema of fees is based on historical expenditure for all institutions participating to the contract (large, medium and small institutions in publications intensity)
Institutions with high publication volumes do not yet participate, resulting in a cost reduction compared to the previous read-only agreement
The model involves a unitary an uncapped fee that covers both reading and publishing, without individual OA publishing fees
Original research articles, Review articles, Proceedings, Letters
An unusually high number of authors choose an exclusive license instead of CC-BY (which is selected by default)
Unlimited OA publishing – ACM Open program
Workflow completely on the side of the publisher
Publications are set in TIER level; 2 60-74 per year
A transfer of journals to gold open access is foreseen in 5 years
If TU Delft publish more than agreed on in the TIER index, extra money has brought in to the system
ACM aim is to transfer their complete portfolio within a period of five years. In order to do so they need a critical mass of parties signing their transformative agreements in the coming years. ACM is in that respect Plan S compliant.
Albania, Armenia, Azerbaijan, Congo, Ethiopia, Georgia, Ivory Coast, Kenya, Kosovo, Kyrgyzstan, Laos, Lesotho, Malawi, Moldova, Myanmar, Nepal, Palestine, Senegal, Sudan, Tanzania, Uganda, Ukraine, Uzbekistan, Zambia, Zimbabwe
Libraries in 25 countries are eligible for free access to the ACM Digital Library. In addition, corresponding authors from these 25 countries can publish accepted research articles in open access for free in ACMs fully open access and hybrid journals and conference proceedings.
Not applicable in this case, as publishing is free
Original research articles, Review articles, Proceedings, Any other article types in the Licensed Materials for which ACM would otherwise charge an APC during the term of this Agreement
The workflow arrangements look good, but to early to access in practice
This agreement is an opportunity for researchers in these 25 countries to read and publish in the journals without charge
Unlimited publishing in all hybrid and gold ACM DL journals
Original research articles, Review articles, Interview, Note, Short Paper, Survey, Technical Note, Tutorial
The agreement covers an unlimited number of articles published during the term of the agreement. Tiered model; No cost increase over 3 years.
HEAL-Link (Hellenic Academic Libraries Link)
143 is HEAL-Link’s article output in 2021
Tiered model; A high increase in the last 2 years of the agreement, compared to former subscription-only model.
Uncapped, unlimited OA publishing to Gold OA journals, Hybrid journals and conference proceedings.
No real distinction between reading costs and OA publishing costs
HEAL-Link is not actively involved in the workflow (approval for eligibility), but a dashboard for overview of published articles (for all publications related to HEAL-Link member institutions) is provided by the publisher.
Too early to assess. It is the first Read and Publish agreement with ACM.
Based on the German-wide Consortium ‘ACM Digital Library’ (Subscription) by hebis-Konsortium
The library is not actively involved in the workflow (approval for eligibility), but a dashboard for reporting of published articles (for all publications related to an institution) is provided by the publisher
ACM Digital Library Tiered-Band Open Access Model Pilot Agreement
Amsterdam University of Applied Sciences
A transfer of journals to gold open access is foreseen in 5-7 years
Original research articles, Review articles, Proceedings, “any other article types”
Mean data provided by publisher 2016-2018
Original research articles, Review articles, Proceedings, Letters, Editorials
Agreement is a flipped model based on publishing output and no “read” fee. “Ramped up/phased” pricing has been introduced for those research intensive high publishing tiers to ease the transition from paying to read to paying to publish and these have been fixed over the three years.
Costs are based on publishing output pricing tiers
This agreement is a flipped model based on publishing output and no “read” fee. “Ramped up/phased” pricing has been introduced for those research intensive high publishing tiers to ease the transition from paying to read to paying to publish and these have been fixed over the three years. This is an optional “upgrade” agreement for 2020 that runs in parallel to the ACM Digital Library subscription. It is a global offer with the same pricing structure for all.
Costs move away from subscriptions to paying for OA publishing and based entirely on publishing output. Costs increase for intensive research institutions who publish a lot, they stay the same or decrease for low to no publishing institutions.
This agreement offers unlimited OA publishing
This is a truly transitioned agreement that moves away from subscription costs to paying for publishing. ACM have looked globally at their costs, are transparent and share this information on their website. They have looked at what they need to sustain their business and developed a Global OA model which is well liked and understood by institutions.
King Abdullah University of Science and Technology (KAUST)
Original research articles, Review articles, Proceedings, Conference papers
Total fee is based on average number of articles published in 2018-2020, itemized by journal articles and proceeding articles
Original research articles, Review articles, Proceedings, other article types for which ACM would otherwise charges APCs
Open Access for proceeding papers are a welcome addition to our agreements, but there should be more transparency which proceedings are included in the deal
2021-2023 ACM Digital Library Tiered-Band Open Access Model
ACM Open License Agreement Leiden University
The number of agreed articles is frozen in this period
Dashboard in development: no action needed from librarians = efficient. However, no control about accepted publications. Yearly publication report available on request.
This agreement is a flipped model based on publishing output and no “read” fee.
Institutions participating in this agreement publish an average of anywhere from 36 to 0 articles per year with ACM
Higher-publishing institutions may pay more under this deal, while lower-publishing institutions may pay less. The net cost of this agreement across all participating institutions is consistent with the previous read-only spending level.
Fees are fixed for each of the three years of the contract term based on an analysis of recent publishing output. All publishing output during the term of this agreement will be made Open Access, without further payment, regardless of any changes in publication volume. Should publishing output change in either direction over the term of this agreement, this information will be used to assign institutions to tiers in future iterations of the agreement.
Original research articles, Review articles, Proceedings, Short Paper, Survey Article, Technical Note, Tutorial, Interview, Note
Subscriptions fully converted to OA publishing fees only at last year of the agreement
The library is not actively involved in the workflow (approval for eligibility)
Increased article output led to higher tiering in the ACM OPEN model
We already publish the agreed amount of articles
2024-2026 ACM Digital Library Tiered-Band Open Access Model Agreement Terms and Conditions
We published more and came in a lower tier
A decrease in cost for 14 out of 15 subscribing institutions (Tiers 8 – 10)
A transformative, publish and read offer. ACM intend achieving full Open Access within five years.
Agreement allows for unlimited number of open access articles for no extra costs
Breakdown of access and publishing costs not specified
Publisher has stated a commitment to transition hybrid journals to open access. Costs in the current agreement are based on historical reading costs, and this would have to be adjusted in the next agreement.
Original research articles, Review articles, Proceedings, Licensed Materials
The publisher didn’t send us the yearly information regarding published articles under the agreement
Eindhoven University of Technology, TU/e
Tier is set for as long as the agreement is in place
ACM Digital Library Tiered-Band Open Access Model Agreement Terms and Conditions
Online Products Institutional Access Agreement and ACS’s Offset Benefit Program
OA tokens are expected to cover the expected annual article output
ACS has granted ACS Reward tokens (“Tokens”), to be distributed amongst the subscribed institutions under ANKOS Consortium. Tokens expire 24 months after they have been granted. Notwithstanding, Tokens may be used solely in the calendar year for which they were issued.
All article types are included, except additions, corrections, editorials, and ebook chapters.
The process flow for OBP is systematized through the Copyright Clearance Center (CCC)
The agreement has a limit on published articles per year, with options to top up the publishing fee mid term
Original research articles, Review articles, Proceedings, Letters, Editorials, “All article types, excluding eBooks and non-peer reviewed articles.”
A combined fund means approval on central level. The workflow will become de-centralized (i.e. institutional level) by 2022.
The agreement has a limit on published articles per year. Additional articles/tokens can be purchased with discount.
Original research articles, Review articles, Proceedings, Letters, Not for eBooks. Articles that are additions or corrections or editorials are also not eligible.
We have applied an internal price redistribution: 90% publishing fee and 10% reading fee
California Digital Library (University of California), Statewide California Electronic Library Consortium, California State University
Combined publication volume across the three collaborating consortia
No prescribed cost increase for the library, however, underperformance in key aspects of the agreement relating to author grant participation could result in additional fees to the library (the library may choose not to pay these additional fees and end the OA portion of the agreement. Cost increases could occur from the perspective of all funds coming from the institutions based on the level of author contributions from grant funds.
No fixed entitlements: all articles published are eligible. There are thresholds which need to be reached via authors that are able to contribute to publishing fees from grant funds under the multipayer model. If those thresholds are not met then the libraries may need to pay an additional fee to reach those thresholds, while if those thresholds are exceeded then the libraries receive a corresponding credit to their up-front spend the following year.
Actual percentage of previous subscription payment which is redirected to support OA is dependent on OA publication volume and author grant participation under the multipayer model
ACS uses CCC RightsLink for payment workflow
The agreement includes three California consortia – The University of California (via CDL), SCELC, and CSU. This agreement is the first California-wide transformative OA agreement, representing an effort to widen the reach of transformative agreements in the US to cover a larger, more diverse group of institutions, and potentially achieve benefits for all participants.
ACS-CNR READ & PUBLISH PROGRAM TERMS AND CONDITIONS
Tokens expire in 24 months but may be used only in the year they were issued
Original research articles, Review articles
The agreement has encouraged an increase in open access publications
ACS online products subscription with offset Open Access publishing (Consortia Offset Benefit Program)
The increase of the annual cost decrease during the term of the agreement
OA publications included in the overall subscription fee
Eventual unused Tokens can be used for 24 months after the year of entitlement only for the conversion of articles published in the entitled year or earlier. Eventual additional Tokens can be purchased at a reduced rate.
All article types included, with the exception of ebook
We consider this agreement sustainable with regards to costs and workflow
Commonwealth Scientific and Industrial Research Organisation (CSIRO)
Open access entitlements projected to cover all article output
Unlimited number of publications for Masaryk University and Charles University, including all faculty hospitals affiliated with Charles University
Original research articles, Review articles, Brief Communication, Correction
Due to a sponsorship from the IOCB Prague the previously agreed number of APCs (around 190) was replaced by unlimited publications
APC offset from the previous subscription and APC spent
Original research articles, Review articles, Article types not listed explicitly
Electronic Information Service National Programme
No previous subscription-only agreements. Compared to the previous (2019-2021) read and publish agreement, the projected cost for one year (2022) has increased.
For OBP, ACS shall provide Grantee seventy-five (75) tokens (“Tokens”) for the year 2022. Grantee acknowledges and agrees that Tokens have no redeemable monetary value. For clarity, in the event of OBP termination, unused Tokens will not be refunded as a sales credit or otherwise. Tokens expire 24 months after they have been granted. Notwithstanding, Tokens may be used solely in the calendar year for which they were issued. For example, any unused Tokens left at the end of 2022 remain viable through 2023 but must be used retroactively for an article accepted in 2022. Tokens cannot be used for articles accepted before 1.1.2022.
Detailed: 2019: 44 publications (quota: 61); 2020: 67 publications (quota: 67); 2021: 57 publications (quota: 60)
For OBP, ACS shall provide Grantee eighty (80) tokens (“Tokens”) for the year 2023. Grantee acknowledges and agrees that Tokens have no redeemable monetary value. For clarity, in the event of OBP termination, unused Tokens will not be refunded as a sales credit or otherwise. Tokens expire 24 months after they have been granted. Notwithstanding, Tokens may be used solely in the calendar year for which they were issued. For example, any unused Tokens left at the end of 2023 remain viable through 2024 but must be used retroactively for an article accepted in 2023. Tokens cannot be used for articles accepted before 1.1.2023.
The consortial agreement covers 22 participants
The annual increase is higher than the average in the consortial agreements
Fees cover publishing as well as reading, no specific transformative mechanism
Original research articles, Review articles, Letters
Very pragmatic and practical approach. Unfortunately no agreed upon mechanism when journals flip. Considering the number of TA for this publisher this will hopefully change soon.
Cost increase includes an upgrade to all ACS publications
Capped agreement. Expected output in hybrid journals only partially covered.
Original research articles, Review articles, All articles except ebooks, additions, corrections or editorials
Limited publishing allowed in the hybrid and fully open access journals but the number of articles is expected to cover the consortium output
If the open access articles designated for a certain year are not used completely they can be rolled over to the next year
Original research articles, All peer reviewed journal articles
Access-related costs are not possible to separate from publishing cost
Cost increased by a small percentage (under 5%)
Workflow is seamless and the OA support team is quick to respond and helpful
Agreement capped at 350 articles per year. Unused articles rollover within the agreement.
Planned overall cost increases are lower than historical subscription cost increases. Increases for individual participants are higher or lower depending on publication output.
The overall cost target in the final year of agreement is based on publication costs. However shifts in funding from read to publish institutions will not be fully implemented within the agreement.
After one year eligible authors have a 99% acceptance rate of OA publishing. The approval workflow works easily for authors and library staff, and consortial management and reporting works well alongside individual institution workflows.
We view this agreement is successful for our main goals for transformative agreements, which are to shift spending to support publishing costs, to make more articles available as open access, and to help effect overall change with the publisher. Although costs will not shift entirely over the commitment, there will still be a substantial shift in costs to our high publishing institutions. The agreement has increased our proportion of open access published articles from 5-7% to 99%. Early data indicates that our agreement is contributing to an overall reduction in paywalled subscription content and helping to meet transformative publication targets.
Spending level is higher than previous subscriptions but lower than previous subscriptions plus APCs
We are very pleased that a lot of Hybrid payments “in the wild” are now history
Addendum to Online Products Institutional Access Agreement
The average article outputs of past 3 years
We project the entitlements will cover up all article outputs after reviewing the figures in past years. Nonetheless, the unused offset tokens in the first year cannot be carried to the next year.
Original research articles, Review articles, Letters, Ebook chapter excluded
The process is not very clear for authors, who misunderstand the default message set in the OA management platform (unfortunately the library cannot alter the text in the message). Thus, the Library has to put tremendous effort to communicate with authors, ACS and the platform provider to ensure the articles are properly published in OA, not pay-wall content.
The cost of this two-year agreement is considered acceptable in order to make progress on open access, but substantial cost reductions in the access component of future agreements will be needed if the arrangement is to be sustainable in the long term.
The average annual article outputs over the past 2 years (the first TA with ACS)
Read is still the major component from the cost perspective, and we are concerned that this renewal has not made significant progress towards the goal of transformation
A lump sum of entitlements is given for the 3-year contract. This is more flexible than a fixed entitlement quota for each year within the 3-year contract.
HKBU was also a member of the JULAC subscription-based consortium which was expired at the end of 2023. However JULAC is unable to reach a TA with ACS and HKBU stays in the JULAC subscription-based consortium for another 5 years. Our Publish Addendum here is only 3-year long because we want to retain the flexibility if another alternative can be in place after 3 years.
The workflow is relatively smooth and we have other TAs which also adopt the same platform (RightsLink)
In this renewal, the APC per article increases significantly; at the same time, the cost of “Read” portion (the subscription-based consortium) also goes up but at a lower rate comparing with the last consortium contract. We do not consider this is an ideal outcome but our faculty members were very pleased with the first TA with ACS.
ACS Online Products Institutional Access Agreement
Academic consortium coordinated by ICM University of Warsaw
Publishing is add-on (offset) to subscription
Fixed number of articles per year, but can be used for retroactivation
Risk sharing element is explained in the agreement: see Schedule 5.c
American Chemical Society Journals 2022-2024
This is an unlimited agreement covering hybrid and fully OA titles
The % increases for institutions will vary depending on the publication outputs of that institution. The average increase across all institutions is approximately 3% per year.
The practical implementation of the agreement will be assessed by Jisc throughout its term
This agreement transitions a significant proportion of UK research publishing output towards open access, for an acceptable increase in previous subscription spend. The efficacy of the agreement will be reviewed by Jisc throughout its term.
Number of articles with KAUST corresponding authors in 2020 (source: Scopus)
The full amount of the previous spend is recalculated as APC budget in the form of OA credits. After using all available credits, 10 additional credits should be bought in the first year of the three-year deal. If there are credits leftover at the end of a calendar year, rollover is possible into next year only.
All article types, excluding Ebooks, book reviews, short reports, brief communications and letters
Very well established workflow through CCC Rightslink, real-time reporting, easy to use for library administrators and authors
We are in the second year of our 3-year agreement. The deal worked out well, but the number of free credits is not enough to cover our annual article output.
Roll over in case of unused tokens, discounted price for packages of 10 APC if needed
The number of free tokens provided by the agreement is not sufficient to cover the institution’s needs
An unlimited number of OA articles applies (both in fully OA and hybrid journals)
Agreement does not distinguish between reading and publishing fees. Total costs are based on publication value.
Well established workflow via CCC RightsLink. Concise but informative website about agreement for local OA administrators and authors.
OA tokens have no monetary value and are valid during the initial and one-year’s renewal period
All articles except additions, corrections, or editorials
Agreement does not distinguish between reading and publishing fees. Total costs are based on access fees of previous subscription-only agreement.
The full amount of the license fees are recalculated as APC budget in the form of OA credits (tokens). The calculated credits are expected to cover the expected annual article output of the participating institutions. Each additional article will be invoiced separately.
All article types are included, except ebooks
Capped agreement. Cap amount is never likely to be exceeded.
American Chemical Society Online Products Institutional Access Agreement: Addendum-Offset Benefit Program Terms and Conditions
This is our first-year of the ACS agreement and is just one piece of the puzzle in the transition to OA. LSU’s chemistry responded very positively to the agreement. This should become a stable agreement over time. We’ll monitor the progress and work with ACS to increase, if needed, the number of OA articles the LSU faculty can publish in ACS journals.
Offset Benefit Program, ACS Open Access Leaders Initiative
Subscriptions fully converted to oa publishing fees (access related costs 5% or less)
The full amount of the previous spend is recalculated as APC budget in the form of OA credits (tokens). The calculated credits are expected to match and cover the expected annual article output. Unused credits will be transferred into the next year, even after expiration of the contract. In case the credits will not cover the output, each additional article will be invoiced separately.
This is a very clean transformative agreement in that it puts all consequence and cost on the publishing side.
Price decrease/increase depends only on development of number of subscription titles
All article types are included, except additions, corrections, and ebook chapters
ACS workflow team is very responsive. In all a very positive cooperation.
Cost is purely based on publishing with equal risk sharing. Previous spending level corresponds to publishing output.
Consortium of 52 Polish academic institutions
Unlimited publishing in hybrid journals; flat APC rate of US$3000 in ACS Au journals except for ACS Omega (APCs already discounted)
Increase of 3% per annum for each of the three years of the agreement
No fixed entitlements; all articles are eligible for OA publication
To be assessed during the period of the agreement
This agreement has the potential to create a sustainable transition from the previous subscription model to a more inclusive model supporting OA publication by authors affiliated to subscribing SANLiC members
Price increase due to keeping the regular annual price cap, as agreed in previous years for the subscription-based license
The whole amount, previously spent to finance the subscription-based access is recalculated as APC budget to cover APCs. The calculated number of “credits” is expected to cover the annual article output by the authors from consortium institutions. Unused credits can be used to publish OA articles even after the expiration of the contract, taking into account the year in which the article was accepted for publication. Each additional article will be invoiced separately.
This is a good example of a clear and transparent publishing agreement in the framework of the current spending.
Not exactly specified – the number of APCs covered by the agreement is calculated on the basis of the license fees, so access costs could also be regarded as 100%.
This is a good example of a transparent publishing agreement within the framework of current spending level.
Price increase due to the annual price cap, as negotiated in previous years for the subscription-based license
The whole amount, previously spent to finance the subscription-based access is recalculated as APC budget to cover APCs. The calculated number of “credits” is expected to fully cover the annual article output by the authors from consortium institutions. Unused credits can be used to publish OA articles even after the expiration of the contract, taking into account the year in which the article was accepted for publication. However, each additional article will be invoiced separately.
Access costs not exactly specified – the number of APCs covered by the agreement is calculated on the basis of the license fees, so access costs could also be regarded as 100%
Based on CCC Rights Link platform, efficient and reliable
This is a good example of a transparent publishing agreement within the framework of current spending level
Access costs not exactly specified – the number of APCs covered by the agreement is calculated on the basis of the license fees, so access costs could also be regarded as 100%.
The number of eligible articles covers the expected annual number of publications
Based on CCC Rights Link platform, very efficient and reliable
This is a good example of a transparent read & publish agreement within the framework of the current spending level
The consortium consists of only 8 members (universities from Lower Saxony)
Spending on Open Access publications in the previous year was added
The publisher bears the risk if the volume of publications increases
Access costs can not be specified. There is no allocation of the total fee.
The workflow runs through Copyright Clearance Center (CCC)
The waiving of an article quota is seen as very positive and forward-looking. This also applies to the combination of publications in fully Open Access journals and hybrid journals. However, it is possible that the good conditions only show that the subscription expenses were too high in the past.
Unused credits will be transferred into the next year, even after expiration of the contract. In case the credits will not cover the output, each additional article will be invoiced separately.
All article types are included, except additions, corrections, editorials, and ebooks
ACS SURF Publish & Read Agreement 2022-2025
7% increase per year to accommodate higher PAR fee
Annual OA Tokens are valid for 24 months
Agreement does not distinguish between Reading and Publishing costs
Previous subscription cost continues, but includes a defined number of OA publishing
The agreement cost is based on the previous subscription cost, but now also includes 100% OA publishing
Transformation to cost reflecting publishing cost will be important in the next period of the agreement.
Subscriptions partly converted to oa publishing fees
There are no mechanisms in place with ACS
Approximately 100 publications in Hybrid journals and 15 in Gold open access journals
The total value is distributed per participating institution in accordance with the 90/10 model, where 90% is distributed on the share of publication within the agreement and 10% is distributed on the share of full-time equivalents within the agreement (HTE). The model also contains a Minimum level, an Upper limit for price increase (+50%) and a Lower limit for price reduction (-20%).
Publisher will publish peer-reviewed materials up to the Article Cap. There are fees for Articles over the Article Cap (“Overage Fee”).
American Institute of Physics Open Access Agreement
Cap agreement. Cap amount is never likely to be exceeded.
Ability to convert articles published before contract signing to open access
The publisher does not provide a platform for workflow management
The agreement has received the consensus of the CNR scientific community that appreciated the transformation of the contract. However, some gaps in the communication process of the initiative have penalized some CNR authors. The costs and the procedures are sustainable. However, in future agreements the overall OA transformation of all articles published by CNR authors must be agreed.
The agreement provides the possibility to purchase the following APC packages at a price agreed with the publisher when signing the Read&Publish contract
Author agreement after acceptance: Ringgold ID, email domain
Original research articles, Review articles, Proceedings, Letters, Research update
No risk sharing. All articles above the annual article cap will be invoiced separately.
Currently only a consortial administrator account is available, meaning that institutions do not have direct control of their own approvals process
The ratio between reading cost and publication cost is not specified. The number of OA articles provided for in the agreement is greater than those published annually by the institution. All subscription cost has been moved to OA publication.
Only titles in “Subscription” are eligible for Publish option
The consortium has grown (more members), for the legacy members the price growth was reasonable
Capped agreement, but anticipated output in hybrid journals is expected to be fully covered.
Original research articles, Review articles, Letters, Brief Communication, Communication, Conference Article, Note, Perspective, Research Update, Roadmap, Tutorial
Annual APC allocation of 32 articles expected to exceed average annual output of 22 articles
Annual APC allocation of is expected to exceed our average annual output
Mitigation for the exceeding of the article cap is still being discussed
This is a capped agreement which means that some careful management of the article flow may be needed towards the end of the year. However the cost basis of the agreement, with a slight reduction in subscription fee forming the basis of the total fee, certainly accords with the aim of constraining costs.
No risk sharing. A maximum number of articles per year is agreed.
Original research articles, Review articles, Letters, See license
Open access publishing entitlement is calculated out of annual fee. The entitlement is higher than the anticipated output. Unused entitlements will not be transferred to another year. Should the entitlement be exceeded, additional articles can be invoiced additionally.
Price increase only due to increase in titles
Open access publishing entitlement is calculated out of annual fee. The entitlement is higher than the anticipated output. Unused entitlements will not be transferred to another year. Should the entitlement be exceeded, additional articles will be invoiced additionally.
The agreement gradually moves away from historic subscription fees, towards costs based on publishing services
Open access publishing entitlement is calculated out of annual fee. The entitlement is higher than the anticipated output. Should the entitlement be exceeded, additional articles will be invoiced additionally.
Gradual move towards a 100% publishing-related cost structure
The fully OA element is relatively new and therefore there is room for improvement. The hybrid workflows work well.
The agreement is a significant improvement compared to the previous one, both in terms of coverage (fully OA journals are now integrated with central billing), risk sharing, and economic models
Eligible articles in hybrid journals only
Small increase in cost due to expansion of access rights for all participating institutions
There is an article cap in place, but projected number of articles for 2024-2025 is below article cap (minimal risk for exceeding article allowance, however additional articles will be invoiced in addition to annual fee)
This relates to the publisher’s cost structure. Due to the internal redistribution of cost within the consortium, the relation between access cost and publishing cost is different for each participating institution.
Publisher’s process of matching author’s eligible articles is in need of improvement / unsatisfactory. Consequently, in the past contract term a large amount of eligible articles have not been published OA in the first instance and needed to be converted to OA retroactively in a manual process. Publisher has indicated willingness to improve the author workflows.
Apart from the total price and the total number of articles included under the deal, the consortium is free to find its own model for internal redistribution of cost. Internal redistribution is based on publishing output of each participating institution in the previous year.
There is a free choice whether additional articles are published open access or not
Here it depends on the perspective whether access or publications are paid for
Apart from the total price and the total number of articles, the consortium is free to find its own model for internal redistributions
Original research articles, Review articles, Proceedings, Letters, other peer-reviewed material
Open access publishing entitlement is calculated out of annual fee. The entitlement is higher than the anticipated output (a cap of 13 articles per year). Should the entitlement be exceeded, additional articles will be invoiced additionally to a fixed price.
Based on previous subscription spend. Article cap calculated by dividing subscription spend by fixed APC price.
In future agreements, a clearer commitment to transition to fully open access is needed. Article quota should be removed, and fully open access journals should be included in the same workflow.
Original research articles, Review articles, Letters, (see agreement)
This is our first agreement for AIPP. At this moment (September 2022) it is too early to tell.
American Meteorological Society (AMS) Journals Read and Publish – Pilot Agreement 2023-2024
Unlimited publishing included, covering hybrid and fully OA titles
Cost constraints in year one. The annual increase in subsequent years is approximately 2% per year.
No caps in place. As a two-year pilot, the prices for each year are fixed.
The practical implementation of the agreement will be assessed by Jisc throughout its term. A full assessment of year one will take place in March/April 2024.
Cost constraints mean the open access articles published within this agreement will be published at a cost not exceeding recent subscription and publishing expenditures. The efficacy of the agreement will be reviewed by Jisc throughout its term.
The fee is primarily based on access, not publishing
Agreement allows unlimited OA published of eligible articles
This is a capped consortium pilot agreement for APA’s PsycArticles portfolio (excluding Hogefe collection of journals)
The cost increase is to cover the APA OA workflow setup
The read element will remain separate for the pilot, to assess the level of publishing output for UK institutions. The read and publish elements will be combined for the renewal agreement from 2023-24.
Should the cap be exceeded; participating institutions will have the following two options:
This agreement transitions 100% of UK research publishing output towards open access, for an acceptable increase. The efficiency of the agreement will be reviewed by Jisc throughout its term.
This is a capped consortium pilot agreement for APA’s PsycArticles portfolio including the Hogrefe collection of journals
The read element will remain separate for the pilot, to assess the level of publishing output for UK institutions. We will attempt to combine the read and publish elements for the renewal agreement from 2024-25.
Amendments to the workflow from the previous agreement are currently being implemented and will be monitored by Jisc
Subscriptions partly converted to OA publishing fees.
Includes a one year membership for corresponding authors. APS publishes its OA journal through Wiley, so it is not covered under this agreement.
American Physiological Society Read, Publish & Join Agreement
Author page charges previously payable are now excluded
Open access publishing is unlimited for research articles and is expected to increase. The fee is fixed for 2 years regardless of output.
The agreement covers the Society’s full portfolio of 12 hybrid titles with unlimited open access publishing for corresponding authors. The fee is fixed for 2 years regardless of output. There is an added bonus of a free 1 year membership for corresponding authors publishing under the deal.
American Physiological Society Read Publish and Join Agreement 2023-2024
The agreement covers the Society’s full portfolio of 12 hybrid titles with unlimited open access publishing for corresponding authors. There is a minimal increase for year 2.
License agreement including provision of OA Publishing
170 in hybrid journals, 25 in fully OA journals
Subscriptions partly converted to oa publishing fees. The total cost is redistributed among participating institutions based on their publishing activity.
There is no cap under this agreement: authors may publish an unlimited number of OA articles
Original research articles, Review articles, Letters, Rapid Communications, Reviews, Perspectives and Short Papers
As an additional product, publication in fully open access journals can be added where each institution pays for the articles they have published. The payment is made after publication, in batch twice a year.
Minimum and maximum article count during the term of the contract
This agreement transitions a significant proportion of UK physics research publishing output towards open access, for an acceptable increase on previous subscription spend. The efficacy of the agreement will be reviewed by Jisc throughout its term.
Regular Articles, Letters, Rapid Communications, Reviews, Perspectives and Short Papers
Original research articles, Review articles, Letters, Rapid Communications, Short Papers, Perspectives
American Society of Mechanical Engineers
Japan Alliance of University Library Consortia for E-Resources (JUSTICE)
This figure is an estimate of the number of OA articles to be published from the contracted universities
The amount of publishing is unlimited – there are no additional charges for publishing articles (APC) above the fixed amount
JUSTICE is an opt-in consortium and a party to a contract with ASME is each university.
Bioscientifica Journals Read and Publish Transitional Agreement 2023-2024
Read fees decrease if publish fees increase
OA publishing is unlimited for all article types
The agreement covers the publisher’s 5 hybrid titles with unlimited open access publishing for corresponding authors. The fee is fixed for 2 years regardless of output.
Agreement costs within the range of the previous spending level
Cost increase covered as soon as 1 article is published
No subdivision between publishing fee and subscription fee
Shared risks: unlimited quota for publishing but no reimbursement if no eligible article published
Original research articles, Review articles, Proceedings, Letters, Editorials, All article types
The number of articles that we can publish under the agreement is unlimited
Some hybrid journals require a separate subscription to read
The agreement has fixed APC funds that can be replenished in case they run out prematurely
The overall read/publish price distribution of this agreement is aligned with our current agenda. The publishing rate is still maturing.
60 in hybrid journals, 100 in gold OA journals
PAR fee same level as last year for hybrid collection + cost for unlimited OA publishing in OA collection
Unlimited open access publishing in BMJ Gold OA Journals, and open access publishing of 70 articles in BMJ Standard Collection Journals. It is expected to cover participating organisations total publishing during 2021.
First quarter of 2021 seems to have been working fine
The agreement was signed in the second year of term, so most of the articles will be treated in a retro-conversion process
It’s a two year pilot involving 24 Institutions: GOLD OA covered only during 2024. Costs are sustainable, the fully gold fund is based on the previous years expenditure trends.
German Academic Consortium, 45 participants, administered by Bayerische Staatsbibliothek
Slight increase only for institutions with high publication output
Entire hybrid and gold output included for fixed fee
German Academic Consortium, 46 participants, administered by Bayerische Staatsbibliothek
10% contingency on top of the anticipated article output
Entire hybrid output included for fixed fee
Annual APC allocation expected to exceed annual article output
BMJ Publish and Read 2021 Pilot Agreement
Publishing fund pot is based on the current subscribing consortia’s 2018/19 average funded output
75% of total consortium fee invested into the publishing fund
Transitions all funded UKHEI output (current participating consortium) to OA, based on 2018/19 average output, to within the publishing fund cap. Agreement meets funder mandates for 2021. This is a pilot agreement for 2021, will a view to review terms for 2022.
Jisc BMJ Transitional OA agreement 2023-2024
Uncapped publishing of funded articles (Standard Collection)
Fixed % increase over subscriptions and funded APC spend (Standard Collection)
The practical implementation of the agreement will be assessed by Jisc throughout its term. This agreement uses RightsLink.
This agreement transitions a significant proportion of funded UK research publishing output towards open access, for an acceptable increase in previous subscription spend. The agreement includes flexible options for institutions regarding the publishing output included in the agreement. The efficacy of the agreement will be reviewed by Jisc throughout its term.
Fixed % increase over Subscriptions and Funded APC spend (Standard Collection)
Perm read fee applied to non research element
Improvements in workflow offered for 2022
A significant portion of UK research publishing will be converted to OA under this agreement, for a fixed increase over previous subscription and APC spend. The base offering focuses on the funded articles within the standard collection and then allows institutions to build on this base, with additional publish and read options. Providing flexibility for institutions with differing publish and read profiles, and budgets to add additional non funded, hybrid/gold title OA publishing and read options outside of the standard collection. The efficacy of the agreement will be reviewed by Jisc throughout its term.
Mini-consortium of 4 institutes (U of Amsterdam, Groningen, Erasmus and Vrije University)
There is a maximum amount to be spent. Articles exceeding that maximum have to be purchased.
The agreement does not distinguish costs between Reading and Publishing
University of Turku, including Turku University Hospital
Nearly all of the journals included in the agreement are transformative but share of publishing related costs of the overall agreement should increase in the future. Publishing in Full OA journals should be included with a more affordable price.
First year no increase. 8,9% increase second year. 13,8% third year.
65% first year; 50% second year; 0% third year
Based on total 2021 output across all CAUL Member Institutions; however, not all members are participating in the agreement
Original research articles, Review articles, Brief communications, Corrections, Additions
CSIC has access to a portfolio of 41 titles for 13 of its institutes. But any CSIC author may publish in any Brill journal
Uncapped OA publishing in hybrid and fully OA journals
Minimal increases apply to the overall annual fees
Brill Journals Read & Publish Agreement 2021-2022
Open access publishing output is uncapped and expected to increase. The fee is fixed for two years regardless of output.
The agreement allows unlimited access to and open access publishing in hybrid and open access titles for the full portfolio and will therefore allow for 100% transition to open access for UK output where institutions participate. The price is based on current spend and fixed for the duration of the two-year term.
Original research articles, Review articles, Brief Report, Case Report, Rapid Communication
Brill Journals SHEDL Read and Publish 2023-2024
Brill Journals SHEDL 2021-2022 Read & Publish Agreement
Basis of fees subscription spend + value of APCs
This agreement transitions 100% of SHEDL research publishing output towards open access, within the financial boundaries of previous subscription spend. The efficacy of the agreement will be reviewed by Jisc throughout its term.
The number of articles to be published is unlimited
There is no maximum to the number of articles that can be published
This is the first agreement for Brill for full OA
Bentham Science Read and Publish Agreement 2024-2025
Original research articles, Review articles, Letters, Case reports
The agreement allows unlimited access to and unlimited open access publishing of all article types in the Bentham Science hybrid and OA titles. The price is based on Jisc banding, regardless of output. There is a minimal increase in year 2.
Bentham Science Read and Publish Agreement 2022-2023
Bristol University Press Journals Collection Read and Publish 2024
The agreement allows unlimited access to and open access publishing in hybrid titles. The price is based on a fixed fee for all titles plus the costs of 1 APC.
Bristol University Press Journals Collection Read and Publish Agreement
Pricing is based on a flat rate read fee plus 1 APC
Cambridge University Press (CUP) Read and Publish Agreement
The amount of publishing is unlimited. There is no mechanism for risk sharing in case we don’t reach the estimated output.
Cambridge University Press Publish & Read
The cost is calculated by multiplying the expected annual publishing output by a PAR fee. The PAR fee covers both publishing and reading costs.
Uncapped OA publishing. If OA publishing is lower than a set threshold, the price increase will be 1.5% instead of ~3%.
Original research articles, Review articles, Rapid communications, Brief reports, Case reports
All costs are calculated from publishing output. These costs also include access costs.
The amount of publishing is unlimited – there is no mechanism for risk sharing in case we don’t reach the estimated output
Not clear enough for authors that they have right to publish OA without charge.
We hope the number of participating society journals will increase during the course of the agreement.
The publishing fees are fixed for the duration of the agreement. There are no added fees for the number of articles published over the historical average.
This cost neutral agreement is currently sustainable for our members. We will need to monitor the publishing output over the course of the agreement and determine the impact on future costs.
Slightly cost increase for unlimited number of articles published in OA
This is our first R&P agreement and it is too early to assess the impact
CARLIGH (Consortium of Academic and Research Libraries in Ghana)
CARLIGH checks each author’s home institution before approving
This is a pilot agreement for the consortium, too early to assess the impact on OA transition
Cambridge University Read & Publish Agreement
Some CAUL members may incur an increase in cost due to high publishing volumes
The amount allocated to publishing fees is a fixed amount that increases in each year of the agreement as the reading fee declines. The amount of publishing is unlimited – there are no added charges for publishing articles above the fixed amount.
We will publish the full agreement when it is finalized (we are currently operating under a detailed MOU). We consider this a highly transformative agreement, and the costs are sustainable. We hope the number of participating society journals will increase during the course of the agreement. We are very pleased that Cambridge and its APC payment provider, CCC, have agreed to implement our multi-payer workflow model, and we look forward to assessing its impact over the course of the agreement. As more society journals participate and as we assess the applicability of APCs to other article types (and as the proportion of OA content grows in general), we would anticipate a significantly lower reading fee in future agreements. We also hope in future to implement mechanisms that adjust payments based on publishing volume, within a window of variability that supports predictability for both publishers and institutions. A mechanism of this nature will be needed once OA publishing norms are well-established.
Includes all articles published by UC corresponding authors in CUP journals; not restricted to only eligible articles
Fixed total cost of agreement increases at reasonable inflationary rate, while costs for reading within the agreement continue to decrease
No fixed OA publishing entitlements. Risk sharing is achieved by committing to a fixed total spend (including library spend and author spend when authors choose to contribute from grant funds), within reasonable parameters. OA uptake rates far outside the expected range of outcomes may have impacts on how the finances of the agreement progress from year to year.
The reading fee started at 40% of the agreement in 2019, and the absolute dollar amount decreases by 5% in each year of the agreement
Workflow primarily handled through CCC RightsLink, with added author support from CUP as needed. Worked in collaboration with CCC and CUP to set up this workflow before the 2019-21 agreement, and that workflow has been reused in several other CDL agreements.
The 2019-21 Cambridge University Press agreement was the University of California’s first transformative agreement; this agreement was on a generally positive path in terms of supporting authors, controlling costs, and shifting finances to support OA publishing rather than reading.
Cambridge Journals Online Read and Publish for consortia
CISUG (Interuniversitary Consortium of the Galician University System)
Average range of annual corresponding author publications 2017-2019
Unlimited publications included in the overall subscription fee
Original research articles, Review articles, Rapid-Communication; Brief-Report; Case-Report
Read and publish agreement – Couperin, France
Pricing based on existing spend (e-value) and publishing output. Existing members : – increase (4%), decrease (-2%) or flat fee depending on the publishing output Non existing members with £3000 minimum spent: – Y1 : frozen price (2022 subscriptions) at the e-value – The following years : increase, decrease or flat fee depending on the publishing output
The number of articles published in open access is unlimited
Each institution can choose between automatic and controlled validation of publication requests.
Cambridge University Press Journals Open Access
Canadian Research Knowledge Network (CRKN)
Actual average APC spend added to agreement, no annual increase in first year. Grant funded APCs were excluded from this calculation.
Original research articles, Review articles, Case Report, Brief Report, Rapid Communications
This agreement should have a significant impact on CRKN’s transition to Open Access. It was developed on the basis of cost neutrality and is seen by both parties as transitional. We will need to move further away from historic spend in our next agreement.
CRUI-CUP Read and Publish Agreement 2020-2022
We do not have risk, because the publications included are unlimited
Original research articles, Review articles, Rapid Communications
The fee fixed in the agreement is unique for read & publish
Original research articles, Review articles, Case reports, Brief reports, Rapid communications
Unlimited Open Access publishing in Hybrid and Gold Open Access journals of the Full Collection
Original research articles, Review articles, Rapid Communication, Brief Reports, Case Reports
It is our second transformative agreement with this publisher and there has been no increase in costs
There is no limit for the numbers of articles covered (unlimited)
Reading fee for 2023 is 68% and publish fee 32%
The author is identified by e-mail. CUP uses Rightslink. The author selects the institution to which he/she belongs. He/she is asked to publish OA or not. CUP reports are monthly, with DOIs and dates of acceptance and publication of the articles. There is no acknowledgment note for OA payment. Retroactive OA publishing also possible.
OA publishing is slowly growing with this publisher.
Original research articles, Review articles, Rapid communications
Reading fee the first year (2020) is 10%, the reading fee for the last year of the contract (2022) is around 50%
Upgrade from publishing only in the subscribed collections to through the entire Full collection, since a forced upgrade to FULL collection was exercised for all members
Caused mainly by the expansion of the consortium. Individual institutional payment adjusted to their publication activity.
Original research articles, Review articles, Research, case report, brief report, review or rapid communications format article
Share stated in the agreement, as well as on the invoice data (different VATs for Read and Publish parts)
Working smoothly. Retroactive OA publishing also possible (when the author first decline OA or is not recognised as an eligible author, the article can be reopened at a later time).
From our bibliometric analysis we anticipate cca. up to 20 articles per year to be covered (max.) It is relatively small consortium.
OA publishing has been achieved as an extra service by and amendment to existing multi-year agreement. Financial shift has not been defined.
There is no limit for no. of articles covered (unlimited). However, hybrid articles are eligible only if in subscribed collection(s) for given institution.
Share not visible in agreement, but derived from invoice data (different VATs for Read and Publish parts)
In cases of exceeding or not reaching Quota: NO QUOTA
Original research articles, Review articles, Brief-report; Case-report; Rapid Communication
The consortium is small, and hybrid articles are eligible only if in subscribed collection(s) for given institution
Original research articles, Review articles, Rapid communications, brief reports, case reports
This is a sort of pilot agreement for the consortium, too early to assess the impact on OA transition
German Academic Consortium, 103 participants, administered by Bayerische Staatsbibliothek
Agreement costs within the range of the previous spending level, including both hybrid and gold OA
Original research articles, Review articles, Rapid Communications; Brief Reports; Case Reports
Workflow improvements led to significant increase in uptake
German Academic Consortium, 95 participants, administered by Bayerische Staatsbibliothek
Only slight increase to include hybrid OA
Hybrid OA for small top-up fee on access fee
Ongoing dialogue about workflow improvements
The approximate publication count represents publishing by all GALILEO members. However, this is an opt in agreement, and many institutions have transformative agreements with the publisher directly or through other consortia, so the anticipated publication count for current participants is much lower.
Original research articles, Review articles, Proceedings, Case reports, Brief reports, Rapid communications
Automatic reporting is currently deficient. Other areas are sufficient.
This agreement allows for unlimited OA publishing and increased read access for modest price increases for most institutions.
The anticipated yearly article output is equal to the fixed open access entitlements (70 articles).
We consider this a quite well transformative agreement and the cost is sustainable. Reading fee and publishing fee components must be clearly defined in future agreements.
81 is HEAL-Link’s article output in 2022
The standard yearly cost increase includes unlimited OA publishing and access to the Premium Journals Full Collections
Uncapped, unlimited OA publishing to Gold OA and Hybrid journals
Original research articles, Review articles, Rapid Communication, Brief Report, Case Report
Agreement allows for unlimited OA publishing. No provision for redress if anticipated article output isn’t met.
Original research articles, Review articles, Case report, Brief report, Rapid communications
Split of access vs. publish costs to be recalculated each year by publisher based on preceding year’s volume of publications
Covered articles in the agreement are based off of historic publishing. If article cap is exceeded, institution will pay a 30% discounted APC for additional articles.
There are approximately 50 society owned titles that Cambridge could not include in the publish portion of the agreement. These title are listed in Schedule 5.
Cambridge University Press (CUP) Read and Publish agreement 2021-24
Based on the average UKHEI output from 2017-2019 (eligible institutions)
Original research articles, Review articles, Open Access publishing covered under this R&P agreement includes: Research, Review Articles and Rapid Communications (RRR), Plus Brief Report and Case Reports article types, which are often linked to research articles.
Move from 55% allocated to read in year 1, to 25% by year 4. Committing to move away from legacy spend.
CC-BY with messaging (working toward new workflow)
This agreement aims to convert 100% of eligible UKHEI article output (research related) from the outset of the agreement, with unlimited OA publishing in year 1 (both hybrid and gold OA titles). In 2018, 17.2% of eligible UKHEI output was OA, closing an OA gap of 82.8% in year 1. Annual Increases have been adjusted with COVID-19 in mind. The agreement offers institutions flexibility with 3 options to suit varying publishing profiles and budgets. Institutions currently not subscribing to the agreement will receive a full upgrade to the complete collection (around 2/3). CUP is working toward workflow improvement within 2021.
Only 4 out of the 8 members have entered the Read and Publish agreement in 2021. The size (42) covers about 45% of the total number of articles of the consortium.
One of the participating members had individual journal subscriptions for years (less than 20% of the full package); it is a huge cost increase to gain the access to all journals content and unlimited APC under this TA deal.
JUSTICE is an opt-in consortium and a party to a contract with CUP is each university.
The amount of publishing is unlimited – there are no additional charges for publishing articles (APC) above the fixed amount.
The amount of publishing is unlimited – there are no added charges for publishing articles above the fixed amount
A research, review or rapid communications format article. Brief reports and case reports also included.
This is our second read and publish agreement with CUP. Our publishing output with CUP is low, comparing to other publishers with whom we have agreements.
Cambridge University Press Read & Publish
No risk sharing. Author will be charge APC when caps is reached.
Cost increase on institutional level, due to additional subscriptions
No cost increase in comparison to previous R&P-agreement
Research, case report, brief report, review or rapid communications format article
Total costs are only based on publication output of previous agreement period
The percentage of articles published OA as well as the overall number of articles increased over the years
KESLI-Cambridge University Press Read and Publish Agreement
Unlimited publishing entitled to the eligible corresponding authors & retroactive OA publishing option available
Original research articles, Review articles, Rapid communication, brief report, case report
This is the first OA TA for KESLI Consortium in South Korea. Participating institutions have mostly positive opinions, specifically unlimited open access publishing and retroactive OA publishing. They also agree open access transition is the future of scholarly communications.
Paying for subscription only; 20 free tokens in Hybrid and Gold Journals included in total fee
Original research articles, Review articles, Rapid communication, Brief report and Case report
Paying for subscription only; Unlimited publishing in Hybrid and Gold Journals included in total fee
This number represents our estimated output for 2020
Cost is equivalent to our previous license fee
There is no defined maximum or minimum on number of articles that can be published OA under this agreement. Although it is agreed that an “extraordinary” level of article output may be cause for a discussion of previous terms.
This is a fully transformative agreement and the costs are sustainable. We expect the number of participating society journals to remain stable or increase. Overall, we are very pleased with the terms of this agreement.
We have 2 separate price slots for reading part and publishing part (there is different VAT for these 2 parts)
We lack a clear picture of the scope of articles that are published by our researchers. It would be good to know how many articles were published in OA vs closed access.
Unlimited OA publishing allowed for all participating institutions
Fees are fixed for the duration of the agreement. Unlimited OA publishing is permitted for all participating institutions.
This cost-effective agreement covers unlimited OA publishing and read access to the publisher’s full journal package. Negotiated license terms are robust for the read component of the agreement. The publisher seems to have a smooth workflow in place for corresponding authors that are covered by the agreement.
Cambridge University Press Read and Publish agreement
Based on the average article output from 2018-2020
Costs are based on subscription spend and discounted (90% discount) average APC value – both components are capped
Costs are based on subscription spend and discounted (90% discount) average APC value
Access and publish values are calculated as a proportion of the total deal value
Based on the average article output from 2016-2018 (eligible institutions)
Costs are based on current subscription spend and discounted (90% discount) average APC value (based on average article output for 2015-2017)
Open access published outputs are unlimited. The fee is fixed for 2 years regardless of output.
Complicated for authors. Not much uptake so far.
Lower than average journal increase costs
Original research articles, Review articles, Brief Report; Case Report; Rapid Communication
Yes, this agreement is sustainable with regards to costs and operations. CUP is committed to being fully OA by 2025 and their path to get there appears to be going strong. Our agreement costs will go down after 2025, as predicted by them. This is our 2nd R&P with Cambridge University Press, no qualms about renewing at all.
Unlimited Open Access publishing within the agreement
Original research articles, Review articles, Brief report, Rapid communications
At the moment, this TA is sustainable since the annual increase is nominal and acceptable as in our previous Read only agreement
Oulu University & Oulu University Hospital
The consortium is small, and hybrid articles are eligible only if in subscribed collections for the given institution
This is a sort of Pilot agreement, too early to assess the impact on OA transition
Consortium REM (Electronic Resources for Moldova)
The importance of this agreement is very high. This agreement enables authors from developing countries to publish in the best European journals.
Contract for the Supply of Products to Academic Institutions
Read and publish deal – no extra cost for OA publishing rights in hybrid and gold OA Gold journals in the Premium Full collection. Unlimited access to the Cambridge University Press Premium Full collection. Perpetual access rights for years of subscription.
Original research articles, Review articles, Brief Reports and Case Reports also included – 3RBC
Publishing costs approximately 9% of total
Original research articles, Review articles, Case report, Brief report, Rapid communication
Cambridge University Press Read & Publish Agreement
That figure reflects our estimated output in publisher’s journals over the past three years
8% increase compared to the costs under the subscription-only mode
Licensee will be able to roll over the unused OA article allowance to the following year if the Read & Publish mode continues. If Licensee exceeds the Article Cap for the Year, Licensor will charge 10% off Discounted APCs for additional articles published in Cambridge OA journals during that Year.
The access fee is about 60-70% of the total
This is a pilot transformative agreement for our university. Under the Read & Publish model, the total cost is lower than the sum of the subscription fee paid by the library and the APCs paid by the authors. The transformative agreement began in 2021. After two one-year contracts, we signed a three-year contract. At first, authors were not aware of the transformative agreement. The OA article allowance was not fully utilized. The unused allowance was rolled over to the next year. However, from 2023 onwards, the allowance may not be sufficient.
Our deal does not pose a threshold for article publishing. All eligible articles, any number, can me made OA in the period of the agreement.
The publisher sends a quarterly report of articles covered by the agreement, which is very convenient
At the moment, this TA is sustainable since there was a minor cost increase in comparison to our previous subscription-only agreement. We do see a small increase in publications at this publisher (however, still early to assess thoroughly), which may lead in cost increase in the agreement starting from 2025 (if we renew). It is however too early to confirm, since we yet have to calculate efficacy of the agreement.
Cambridge University Press Read and Publish
Unlimited OA publication output is included
1400 OA articles over three years for UKB, and unlimited for KNAW and Naturalis
The total amount of OA articles can be distributed over the three years
Original research articles, Review articles, Case reports, brief reports, rapid communications
The new Cambridge Prisms and Research Directions of Cambridge University Press are not included in this agreement for UKB
UKHSA paid more than the subscription only agreement, but the costs are estimated to be in the range of the previous combined overall subscription and Open Access publishing spending level
This agreement is beneficial to UKHSA because it allows all research and review articles to be published Open Access through the agreement in either fully Open Access or hybrid journals
Agreement now includes unlimited publishing
5% yearly price increase. This includes unlimited publishing and yearly upgrade of package
75% access/25% publishing in 2020 and gradually changed to 38%/62% in 2022
The agreement covers unlimited publishing and read access to the full journal journal package. The access related costs are reduced to 32% and the publishing cost is 68% of the total cost in 2022. However, the transition to only paying for the publishing part will be an important element in the next period.
University of Texas System Digital Library
That figure represents output in 2019. We expect the new model will attract even more authors.
Within range of previous agreement costs combined with APCs for articles in fully OA journals (previously outside the agreement)
Early indicators are that we’ve had a largely positive response from our faculty and researchers
This agreement both expands read access as well as supports publishing while remaining mostly cost neutral. We chose to participate due to those factors.
Read and Publish agreement with the University of Turku, Finland
University of Turku, including Turku University Central Hospital
Original research articles, Review articles, Case report, Brief report, Rapid communications (as defined by licensor)
More costs should be transferred to publishing in the future
Original research articles, Review articles, Rapid communication, brief reports, case reports
Additional 5% increase comparing with tradition subscription price
The risk lies in the library using regular subscription funds for publishing transformation, but this effort has not gained recognition from researchers and support from the universities
There is a need to strengthen promotion and advocacy
It currently appears to be affordable and sustainable, but there is a hope that the proportion of publishing fees will gradually increase in the next agreement period. Librarians need to further promote and advocate for the open-access publishing model to researchers. They should collaborate with publishers to jointly maintain and ensure the quality of papers is not compromised under the author-pay publishing model.
Open access published output is unlimited
The agreement allows unlimited access to and open access publishing of research articles in all the society’s journals. The price is based on current spend and fixed for the first two years of the agreement, with a modest price increase in year three.
Company of Biologists transformative agreement
Cost-neutral, based on previous UC system-wide expenditure (including prior APC spend by authors from UC campuses and library expenditures). The agreement includes mechanisms to control and cap costs throughout the term of the agreement and a negotiated APC rate.
The agreement features the following risk-control mechanisms: There is a minimum and maximum set for the total fees that will be billed to UC in each year of the agreement. In addition, APC rates are negotiated.
Agreement is structured to include access as well as publishing but the finances are structured without any access fee
The agreement is implemented using the multi-payer model, which provides a mechanism to combine funding from the libraries with authors’ grant funds, if the author so chooses. More details appear below in the Overall Assessment and Comments section.
This agreement is an important step in the overall transition, particularly for not-for-profit publishers.
Cost-neutral, based only on the prior CSIC’s subscription investment. Annual cost will not increase throughout the 3 years of the contract.
With this agreement, CSIC-Spanish National Research Council is satisfied because it is a cost neutral agreement. In addition, it has been beneficial in extending the reading to the entire institution, whereas previously, the access was only for 15 subscriber institutes. The number of publishable OA articles is unlimited. The only reason for dissatisfaction is that the Gold OA journals are not included into the agreement.
Albania, Armenia, Azerbaijan, Congo, Côte d’Ivoire, Ethiopia, Fiji, Georgia, Ghana, Kenya, Kosovo, Kyrgyzstan, Laos, Lesotho, Malawi, Maldives, Moldova, Myanmar, Namibia, Palestine, Nepal, North Macedonia, Ukraine, Senegal, Sudan, Uganda, Tanzania, Uzbekistan, Zambia, Zimbabwe
This agreement provides free access as well as free open access publishing for corresponding authors in all five of its journals. The agreement covers 30 EIFL partner countries.
No cost for OA publishing fees or subscriptions
There is no risk to 30 EIFL partner countries
This is an excellent agreement providing 30 EIFL countries with access and free publishing in all COB journals.
Albania, Armenia, Azerbaijan, Congo, Ethiopia, Fiji, Georgia, Ivory Coast, Kenya, Kosovo, Kyrgyzstan, Laos, Lesotho, North Macedonia, Malawi, Maldives, Moldova, Myanmar, Namibia, Nepal, Palestine, Senegal, Sudan, Tanzania, Uganda, Ukraine, Uzbekistan, Zambia, Zimbabwe
Individual agreement based on prior subscriptions with 0% publication costs
Access costs derived from prior subscription costs plus prior publishing costs (0 for previous three years)
Integration with CCC, easy implementation, frequent reporting
Discounted subscription and capped fixed OA publishing fee
Original research articles, Review articles, Proceedings, Editorials
Georgetown University Medical Center/Dahlgren Memorial Library
Company of Biologists ‘Read and Publish’ pilot agreement
Low article output with CoB, less than 5 articles per year
Unlimited gratis OA publishing included as part of the subscription price
No risk sharing, uncapped, unlimited OA publishing. Price is unchanged, even in the event that no articles are published during the term.
The agreement allows unlimited access to and open access publishing of research articles in the Company of Biologist hybrid titles. The price is based on current spend and fixed for the duration of the 3 year pilot, regardless of output.
Company of Biologists Read & Publish agreement
No risk sharing, uncapped, unlimited OA publishing
Institute of Science and Technology Austria
Increase by average APCs in the last three years
The Company of Biologists Read and Publish 2022-2024
The agreement allows unlimited access to and open access publishing of research articles in the society’s hybrid titles plus an option to include their OA titles. The price is based on current spend and mean APC spend 2018-2020 and fixed for the first 2 years of the agreement, regardless of output. There is a minimal increase in year 3.
Open access published output is unlimited and expected to increase as previously paywalled articles are converted to oa. The fee is fixed for 2 years regardless of output.
The agreement allows unlimited access to and open access publishing of research articles in the society’s hybrid title. The price is based on current spend and fixed for the duration of the 2 year pilot, regardless of output. The pricing mechanism will need to be adjusted after the pilot phase to take into account published output.
The Company of Biologists’ Read & Publish initiative
KESLI-The Company of Biologists Read and Publish Agreement
Unlimited publishing of Open Access research articles are included at no additional cost
Pricing is cost neutral based on current spending on annual subscriptions + the average spend on publishing in the last 3 full years before the active year (e.g. for agreements in 2024 output is from 2020-2022) and includes access to the hybrid journals archive at no extra fee. Unlimited publishing of Open Access research articles are included at no additional cost.
Approximate share of access related costs is expected to decrease as more open access articles are published under this transformative agreement
Company of Biologists “Read and Publish’ pilot agreement
The fee is fixed for 3 years regardless of output
Based on current spend (subscriptions + APC)
The full amount of the previous spend is recalculated as APC budget in the form of OA credits (tokens). The calculated credits are expected to match and cover the expected annual article output. Articles in fully OA journals are invoiced separately.
The Company of Biologists’ Read & Publish Initiative
The Company of Biologists Open Access Transitional Agreement
The Company of Biologists will provide MSU with a report every six months detailing the OA articles published by eligible authors
Yes, this is sustainable with regards to costs and operations
If there was a cost increase we would not be participating
Definitely sustainable regarding costs. We have concerns about the sustainability regarding operations.
The Company of Biologists Read and Publish License Agreement
National Yang Ming Chiao Tung University
The Company of Biologists Read and Publish Agreement
Cost based on a discounted subscription fee plus the average annual article processing charges over the last three years
Company of Biologists Transformative Agreement
Coverage of our publishing output is accommodated by this agreement
This agreement ended up being cost neutral for us
No risk is anticipated with the cost of this agreement
CCC APC processing works well with this agreement
This is considered a successful transformative agreement for our institution
Company of Biologists Read and Publish Agreement
There have been approximately 3 articles published in the past eight years or so
We were paying for only two of the subscription titles, and now have the third one for no additional cost
Original research articles, Review articles, Proceedings, Letters, Editorials, No limitation specified in the contract
The Company of Biologists Read & Publish
Original research articles, Research content, such as Research Reports and methods/techniques papers
Currently 100% for our institution as we do not have actively publishing authors for this publisher and converted our read-only subscription to a read-and-publish at similar costs
The Company of Biologists Journals Read and Publish
Average article output for the years 2020-2022
The cost was below an inflationary increase on 2023 reading fees. Pricing is based on current spending and includes access to the hybrid journals archive at no extra fee. Publishing privileges are included at no additional cost.
This deal removes financial barriers for authors by enabling them to publish immediate open access articles in hybrid and fully open access journals without additional costs
Company of Biologists Transitional OA Publication Addendum
The Company of Biologists Read & Publish agreement
University of Oslo (UiO) incl. Oslo University Hospital
No price increase going into or during the agreement
Publishing costs vs access costs are not explicitly defined in the agreement
The publication output from UiO is low in this agreement, However, it is important to UiO to secure publishing with smaller publishers and to keep a diversity in publication channels.
The Company of Biologists Read & Publish Open Access initiative
Unlimited Open Access publishing within price range
The Company of Biologists Read and Publish Licence Agreement
Average outcome. No publications in last 2 years.
Cost development follows a read-only subscription model with 2 and 3% increase despite no recent publishing output
Single annual fee covering “read” and “publish” with no separate article processing charges (APCs). Annual fee based on current journal subscription costs. Unlimited, fee-free OA publishing of research articles for corresponding authors affiliated with institution.
Cost neutral using current journal subscription costs
Università degli Studi di Milano Bicocca
We have published 5-10 articles in the journals of this publisher during the last few years
Compared to the price of direct journal subscriptions and previously paid APCs the price is moderate
OA publishing right without extra costs is unlimited during the agreement period
Authors are also entitled to publish OA retrospectively if their affiliation is not recognized correctly by the publisher during submission
The three hybrid journals are transformative and have met their transformative journal targets for 2021. The costs of the agreement are therefore moving towards paying for publishing.
Institutional Membership agreement Cogitatio Press
Just started the agreement, needs to become more familiar
Original research articles, Review articles, Editorials, Book review, Commentary, Short note
Cold Spring Harbor Journals Read & Publish Agreement
Average article output 2018/20 for the consortium
Costs are based on subscription plus average OA spend
Cold Spring Harbor Laboratory Press Journals Transformative Agreement 2023-2024
OA publishing is unlimited. Fees fixed for 2 years.
The agreement covers unlimited open access for all research content. The fee is fixed for 2 years regardless of output.
Agreement includes hybrid journals and subscription (read only) content
The agreement covers 4 hybrid and 3 read only titles with unlimited open access for all research content. The fee is fixed for 2 years regardless of output, after which pricing mechanisms will be reviewed.
Cold Spring Harbor Laboratory Press Journals Transformative Agreement
Cold Spring Harbor Read and Publish License
Not applicable. License allows unlimited OA publishing for all corresponding authors.
Articles are approved automatically with minimal work required by library staff
This is the first read & publish agreement we’ve signed with CSHLP. Our research output with them was low, but the increase in cost is sustainable in the short-term. The license commits to going fully OA with the applicable journals by the end of 2014 and also contains a commitment to transparency in pricing. This agreement allows publishing in 5 out of CSHLP’s 7 journals. The 2 journals excluded are CSH Protocols and CSH Perspectives in Biology as articles submitted to these publications are by invitation only.
Cold Spring Harbor Laboratory Press Journals Transformative Agreement and Terms
Fee is in addition to existing subscription spends
Uncapped publishing is allowed during this 12-month pilot agreement
This is the first year of a read and publish agreement between CAUL and CSIRO. This is very much a pilot agreement for both CAUL and CSIRO. After the initial period both parties will commence further assessment of the agreement in terms of success in publishing and access, then seek to refine the offering.
Canadian Science Publishing transformative agreement
Cost is based on prior UC system-wide expenditure (including prior APC spend by authors from UC campuses as well as library expenditures), then reduced due to withdrawal of one campus from the UC agreement. The agreement includes mechanisms to control costs throughout the term of the agreement.
The agreement features the following risk-control mechanism: There is a minimum and maximum set for the total fees that will be billed to UC in each year of the agreement.
This agreement is Canadian Science Publishing’s first transformative agreement; it is the first of its kind for a Canadian journal publisher and has been characterized by CSP as part of its exploration of how to shift from subscription-based business models to models that make it easier and more affordable for researchers to publish their work open access. In that sense it is an important step in the overall transition, particularly for smaller-scale not-for-profit publishers.
A one time 3% increase for year 1. This amount was agreed upon to partially recoup the loss of APC revenue from CRKN-affiliated publications in the five journals covered in the agreement.
University of Graz, University of Klagenfurt, Johannes Kepler University Linz, Paris Lodron University of Salzburg, University of Innsbruck, Medical University of Innsbruck, University of Vienna
Open access published output in hybrid journals is unlimited
Original research articles, Review articles, Brief communications, Continuing Education, Case Reports
Cost increase because more institutions joined the consortium
License fee includes open access publishing
De Gruyter Online content – eJournal, selected Databases and eBooks
Eventual residual tokens can be used in the following year; eventual additional tokens can be purchased at a reduced rate
Original research articles, Review articles, Case reports
General License Agreement for the usage of De Gruyter databases, eBooks and eJournals + Appendix 3 to the GLA: OPEN ACCESS
2 OA hybrid articles per Full collection, 1 OA hybrid article per STM collection, per year
APC discount and APC “voucher” for institutions under the agreement. As their were no previous subscriptions, hard to assess, but probably could be rather option “Subscriptions partly converted to OA publishing fees”
There is no risk sharing agreed. There are 6 OA vouchers for hybrids, however these vouchers are bound to package subscription (i.e. to particular institutions). Some members (libraries) probably won’t be able to use the vouchers (no publishing). We have no load balancing (voucher reallocation) on consortial level, this should be improved in future or by agreement with publisher. Such reallocation was performed on an ad hoc manual basis (agreed with publisher and two institutions).
Before introduction of RightsLink it was a little bit chaotic, with RighsLink is quite convenient.
De Gruyter has considerable share on publication output from the Czech Rep., but very low share on subscription spending. Our understanding is they expect revenue from APCs in future. If current publishing activity will be on a similar level and we will start covering all APCs then the financial volume will be much higher.
However, we have only 12 tokens per year
APC discount and APC “voucher” for institutions under the agreement
There is no risk sharing agreed. We have just 12 OA vouchers for hybrids, however these vouchers are bound to package subscription (i.e. to particular institution). Some members (libraries) probably won’t be able to use the vouchers (no publishing). We have no load balancing (voucher reallocation) on consortial level, this should be improved in future or by agreement with publisher.
Original research articles, Review articles, (article types not listed explicitly)
No transition to fully OA from the previous agreement at all. The same APC voucher offer as in the previous ageement.
So far it’s a completely manual process. We are working together with the publisher to create a more feasible workflow.
Original research articles, Review articles, Brief Communication; Continuing Education; Case Reports
We want our agreement to cover Fully OA titles next year
Original research articles, Review articles, Case-report, Brief Communication, Continuing Education
German Academic consortium, 66 participating institutions, administered by SUB Göttingen
Slight increase in cost but still within the range of the previous spending level
Mechanism not yet defined due to pilot scheme
In about 25% of the journals, there will be a delay in OA publication of the eligible articles due to manual production
De Gruyter ejournal package HSS + Economics
German Academic consortium, 79 participating institutions, administered by SUB Göttingen
Additional 87 articles in subscribe-to-open-journals included in the agreement
In about 44% of the journals, there will be a delay in OA publication of the eligible articles due to manual production
First consortium agreement with the Walter de Gruyter
Open access published output in hybrid journals is capped (25 articles per year). The yearly anticipated article output is around 30.
During the negotiating period, the communication between HEAL-Link and the publisher was sufficient
We (at HEAL-Link) consider this a quite well transformative agreement and the cost is sustainable. Reading fee and publishing fee components are clearly defined. Since it is the first agreement with the Walter de Gruyter, it remains for the publisher’s workflow to be evaluated by HEAL-Link eligible authors.
We are paying approximately 25% more than we were paying for a small journal package and individual subscriptions. The new agreement will cover up to 21 OA articles, and we are getting read access to approximately 150 additional titles.
Transformative mechanism rests on Read fee diminishing over time as subscription articles go down and open access articles go up. This is dependent on library uptake of the R and P model.
Approximately 50% more articles can be published OA under the agreement than were published n 2018. If publishing exceeds this number, articles will either be published on the subscription side or the library will need to pay more.
Few articles are published with this publisher.
This is a workable agreement for that will be evaluated going forward. Publisher was very easy to work with and very responsive.
This figure represents all article output by UK Higher Education institutions in 2019
A small increase in subscription fee, and previous funded spend, is factored into Year 1. Years 2-3 have a 0% increase.
A buffer has been built in to the article entitlement to account for a potential exceeding of the article cap
Only funded APCs contributed to fee calculation
The workflow for De Gruyter’s agreement is run through Rightslink; assessment cannot be made yet.
The agreement demonstrates the publisher’s commitment to Open Access – it converts 100% of subscription spend into a publishing pot. For participating institutions the agreement covers over 100% of output, based on spend in previous years.
The number of discounted APCs will have an impact on the total value of the deal
Original research articles, Review articles, Proceedings, Letters, Editorials, not specified in the agreement
The open access workflow and invoicing is handled via CCC’s RightsLink tool: during acceptance, the publisher checks for eligible articles. The publisher then informs the author of the open access option. Following the open access choice, the article appears in the library dashboard for approval/rejection with a corresponding e-mail to the library. After approval, the invoice is sent to the library within a couple of days.
There is an article allowance limit – 80% of subscription spend / 2000 per APC
Breakdown of access costs and publishing costs not specified
The maximum number of articles is well above the average of the previous years
Workflow has just started, and will be monitored during the coming months
This new agreement for Walter de Gruyter is a step forward towards 100% Open Access in The Netherlands
Walter de Gruyter Read and Publish 2023-2025
New agreement with 100% open access including full open access and S2O publications, sustainable for the future
Some institutions face additional costs due to upgrade to journal Collections
The agreement covers 100 % of article output throughout the agreement term in hybrid journals, at no extra cost to the author. Transformative effect of the agreement will be monitored at the end of the term.
ZBW Leibniz Information Centre for Economics
National license for access to journals, APCs included for Leibniz Institutes with economic research
There is a moderate surcharge on the subscription costs for an unlimited number of open access articles
There is no fixed number of articles. The flat-rate surcharge covers all articles published by corresponding authors in the license years.
Subscription fee includes waiver for eligible authors’ APCs
Limited in that onus is on researcher to be aware of the agreement on submission, rather than the the submission workflow automatically alerting the corresponding author once they declare their affiliation
No defined shift in costs from access to publishing
Limited in that onus is on researcher to be aware of the agreement on submission, rather than the the submission workflow automatically alerting the corresponding author once they declare their affiliation.
Based on avg. article output from 2022-23; the agreement covers both corresponding and co-authors
No mechanisms for risk sharing have been agreed due to the agreement covering an unlimited amount of articles
It is a very simple and transparent model that allows for unlimited publishing in hybrid ECS journals for corresponding authors and co-authors. The optional publishing surcharge per year is calculated according to the size of the participating institution (same tiering as for the subscription model) and thus the cost efficiency depends on each institution’s publication output. Including Gold OA journals and increasing the financial shift towards OA publishing are points for future improvement.
There is no fixed number of articles. The flat-rate surcharge covers all articles published by corresponding authors in the license year.
It is a very simple and transparent model. However, depending on their size, institutions must pay very different flat-rate surcharges. The cost efficiency depends very much on their publication output.
The agreement covers both corresponding and co-authors
It is a very simple and transparent model that allows for unlimited publishing in hybrid ECS journals for corresponding and co-authors. The optional publishing surcharge per year is calculated according to the size of the participating institution (same tiering as for the subscription model) and thus the cost efficiency depends on each institution’s publication output. Including Gold OA journals and increasing the financial shift towards OA publishing are points for future improvement.
EDP Sciences – National Open Access agreement in France
The increase is justified by the publication in Open Access of corresponding authors from participating institutions (additional service) cumulated to the access to the full collection. This increase has been mainly funded by the Higher Education, Research & Innovation Ministry (governmental policy to support local publishers).
The number of articles published in open access has been capped.
EDP Sciences has set up an automatic capture of eligible articles. This automatic capture works quite well and corresponding authors seem to be satisfied. Once accepted, the corresponding authors of eligible articles receive an email informing them that due to the national open access agreement in France, their article can be published in open access with e CC-BY license with paying no APC. This automatic capture of eligible articles is based on Ringgold database.
The increase is justified by the additional services added : – CC-0 dissemination of journal metadata – Open dissemination of all metadata of scientific papers including citations and abstracts – Evolution of the workflow to facilitate the use of ORCID – Automatic deposit in the HAL open archive – Progress plan of the editor in favor of Open Access – “Subscribe to Open” experimentation on a sample of mathematics and astronomy journals – Non-assignment of copyrights authorized (authorized deposit of the accepted version of the article in an open archive, with CC-BY license.)
EDP Sciences has set up an automatic capture eligible articles. This automatic capture works quite well and corresponding authors seem to be satisfied. Once accepted, the corresponding authors of eligible articles receive an email informing them that due to the national open access agreement in France, their article can be published in open access with a CC-BY license with paying no APC. This automatic capture of eligible articles is based on Ringgold database.
EDPS Transformative agreement OA publishing
Agreement for [the journal] Astronomy & Astrophysics: Pilot Program OA Publishing and Multi Site Access License
Max Planck Digital Library/Max-Planck-Gesellschaft e.V.
This agreement offers uncapped OA publishing in hybrid journals
Original research articles, Review articles, Conference papers
Cost for reading is phased out during the term
Original research articles, Review articles, Proceedings, Data in brief, Full-length article, Insights, Micro-article, Original software publication, Protocols, Review article, Short communication, Short review, Video article
Reading is phased out during the agreement and by the end of the term we will only pay for publishing. The cost of publishing is based on projected article output, and will need to be evaluated moving past 2027.
List of titles that allow publishing will change throughout the agreement period
Unlimited publishing in Science Direct and gold journals. Limited publishing allowed in Cell Press hybrid titles, but the number or articles is expected to cover the consortium output.
Original research articles, Review articles, Data in brief, Full-length article, Insights, Micro-article, Original software publication, Protocols, Review article, Short communication, Short review, Video Article
Very approximate share. Access related cost not entirely possible to separate from publishing cost.
Articles covered from submission date (not acceptance date)
Brandenburg University of Technology Cottbus – Senftenberg
Agreement covers a maximum of 40 articles per year (hybrid journals)
Historic subscription fee includes access and 40 articles open access
Maximum articles of the year has been reached >> negotiations; has not been reached >> remaining articles expire
Original research articles, Review articles, See:
Open Access Clause within the subscription agreement
Date for eligible articles is based on date of original acceptance
So far, only open access publication in hybrid journals is free of charge. For Fully OA Journals, a discount of 10 percent is granted. We would like to see the inclusion of the total publishing portfolio within a further agreement. The agreement provides an overview of workflows, scientists’ preferences, and publications with the publisher.
Figure is for all publishing, in Gold and Hybrid, in 2021. Eligible publishing amounts (Cap) are less than that.
Agreement costs are within the range of increases typically expected for a non-OA subscription agreement
Capped agreement with no additional expenditure above typical price increases for non-OA subscription agreement. Only risk is if the agreement publishes less than the cap allocation.
Original research articles, Review articles, Case Reports, Practice Guidelines, Replication Study
Open access publishing values not expressed on the agreement
This is agreement is viewed as the first step in the transition to full Open Access with this publisher. Further work is required to evolve this agreement to become more sustainable towards CAUL member values and purchase capabilities. CAUL will be carefully monitoring this agreement in coming months to assess next steps in achieve greater value. To reduce the possibility of the cap expiring before a 12-month period in either years 1 or 2, CAUL has selected a subset of “the most published to” titles to be eligible for publishing only.
Agreement includes about 4500 articles to start, with the remaining in Cell Press and The Lancet to be included no later than year 3
The agreement includes mechanisms for cost control which restrict the growth of UC expenditures due to fluctuations in publishing volume
There is a maximum total spend set for publishing the same amount of articles as the year prior to the contract. If fees are above the maximum they are deferred to the end of the agreement and only paid if library cost reductions are achieved. Additionally, if publishing volume is significantly below the expected volume, the library makes a reconciliation payment.
Primarily for review titles and a small number of ongoing subscriptions
The agreement is implemented using the multi-payer model, which provides a mechanism to combine funding from the libraries with authors’ grant funds, if the author so chooses. Elsevier has developed this capability into their post-acceptance workflow system.
For overall assessment and comments, please see our UC and Elsevier page at:
There is an overall cost decrease compared to the previous expenditures for OA APCs and Subscriptions
Discount will be applied for articles above the number of articles agreed
We have a limited APC for each year, controlled by the dashboard, which is managed by a person who will prevent the set limits from being exceeded. In addition, one of his tasks will be to promote and make visible the transformative agreements among the institutions so that all negotiated APCs will be totally used.
Over the next three years, the transformative agreements signed with Elsevier will enable the conversion of approximately 27% of the scientific articles published under the subscription model at Elsevier
These are the first transformative agreements in Colombia and Latin America, and we hope that this will have a positive impact on the transition to open science.
Global reading and publishing agreement – Couperin, France
No increase in the subscription price in 2024 and an increase limited to 1% in subsequent years
OA entitlements calibrated to cover 100% of the total production
Original research articles, Review articles, Case reports, Data in Briefs, Full-length articles, Micro-articles, Original software publication, Practice guidelines, Protocols, Review articles, Replication studies, Short communications, Short surveys, Video articles
This agreement potentially enables the immediate open access publication of 27% of French scientific production
No distinction made between publishing costs and reading costs
Unlimited publishing in core hybrid and core hybrid specialty journals
Original research articles, Review articles, Case reports, Data in brief
Manual validation of articles by consortium is required; move to automatic approval is targeted
The agreement includes three components, for all hybrid, cell press and fully gold journals, with the unique exclusion of the hybrid Lancet Journals
The Hybrid component of the agreement from the 3rd year provides unlimited number of APC
Original research articles, Review articles, Case Reports, from the 3rd year also Short Communications
Some issues on 2023 retrospective campaign
The Agreement is sustainable, because the expenditure is aligned to the previous subscription agreement, and it will provide the complete transformation for hybrid component almost from the 3rd year
The total cost is based solely on historical subscription costs and expenditure for Gold OA
No risk sharing. Researchers pay the standard APC if we exceed the total number of articles in the first three years.
CRP — Case Report, DAT — Data, FLA — Full-length article, MIC — Microarticle, OSP — Original software publication, PGL — Practice Guidelines, PRO — Protocol, REV (journals) — Review article, RPL — Replication Studies, SCO — Short communication, SSU — Short survey, VID — Video Article
During the contract period, articles can be published retroactively OA with the consent of the author
Unlimited publishing and no distinction between reading fee and publishing fee
It is an all-inclusive agreement that covers all portfolios and will not lead to additional costs in the wild
Open access entitlements under the agreement projected to cover all publishing in eligible journals by year 3
Estimated output of German corresponding authors in hybrid and fully open access journals published by Elsevier, assuming a participation rate of 95% of all eligible institutions
The estimated total cost of the agreement is approximately 40% less than the total subscription costs of German academic institutions in the past
There is no fixed/limited publishing entitlement in the agreement, and by moving entirely to a post-payment model, the risks of unexpected fluctuations in publishing output are shared equally between the parties
Original research articles, Review articles, Letters, Full Length Articles; Review Articles; Case Reports; Data in Brief; Microarticle; Original Software Publication; Protocol; Replication Study; Short Communication; Short Survey; Video Article
The hybrid PAR fees for Core Hybrid journals also cover the reading access to the Cell Press and The Lancet portfolio
The agreement includes a number of workflow-related measures designed to maximize the uptake of open access publishing by authors and the adoption of CC-BY licenses for open access articles published under the agreement
The agreement breaks with the history of subscription fees and moves to a more transparent economic model based on the open access publishing services provided by the publisher to German authors. At the same time, it has the potential to make around 20% of German research output openly accessible
8% decrease compared to 2021; 12% decrease compared to 2020
The total cost is based on previous subscription fees, regardless of not reaching the expected article output. In case of exceeding the 1000 articles, list-price APCs will have to be paid.
Original research articles, Review articles, Case reports; Data in Briefs; Original software publication; Practice guidelines; Protocols; Replication studies; Short communications; Short surveys; Video articles
Access related costs: there is no exact data (approx. 51%, +/- 5%)
Subscription-based Cell and Lancet titles were not included in the previous consortium-level subscription agreement, therefore these titles are not included in the OA Agreement either
In the event that the maximum number of open access articles under the OA Pilot Agreement has been reached, then Corresponding Authors may publish open access articles in Eligible Journals at the then current list price.
Expected output in hybrid journals not entirely covered, expected to reach approximately 80% by year 3, 10% discount on publishing in gold journals
Original research articles, Review articles, Short communications, Case reports, Other peer-reviewed article types
The agreement covers Cell Press hybrid journals. The yearly allowance makes up around 100% of the output. The allowance will increase gradually during the agreement term.
Taking into account the fees previously paid to the Publisher for subscription as well as for OA publishing (APCs)
Original research articles, Review articles, Case reports, Short communications, Short reviews (surveys), Original software publications, Data articles, Micro-articles, Replication studies, Videos, Protocols
Original research articles, Review articles, Short communications, case reports, short reviews (surveys), original software publications, data articles, micro-articles, protocols, replication studies, videos
Science Direct read and publish agreement
Total cost includes reading and publishing but their shares of the total cost are not specified in the agreement
Fixed allocation per year of 1800. Unused open access articles will carry over to the next calendar year and articles from the 2025 total may be used in 2024.
Original research articles, Review articles, short communications, case reports, short reviews (surveys), original software publications, data articles, micro-articles, protocols, replication studies, videos
Access related costs are about 25% of the total costs
National academic license coordinated by ICM University of Warsaw
No risk (fixed number of articles used in 100% before end of the year)
Fixed allocation per year of 1,170, with provision for this to adjusted upwards to support a minimum of 70% of OA publishing
Consortium of publicly-funded Irish higher education institutions
Cost is based on historic subscription spend only
No risk sharing if OA allowance is underused. Must be used by end of each calendar year. Allowance is split allocated per institution and unused allowances may be transferred within each calendar year between institutions.
Articles’ eligibility is based on the date of submission, rather than the date of acceptance (as recommended by ESAC). We are concerned that this will present a challenge to monitor our OA funds remaining at end of each year of the agreement.
The agreement creates an open access publication fund for the consortium based on a 1:75 subscription to OA ratio (ie for every €1 of subscription spend, €0.75 is available for OA publishing). This will allow an estimated 71% of articles by eligible corresponding authors in the relevant Elsevier journals to be open access. The cost is in line with historic subscription spend. Too early to assess impact on operations.
Elsevier Read and Publish Agreement 2022-2024
Unlimited article output but the above number is predicted 2022 UK publishing output
15% reduction on an institution’s 2021 contracted spend
Original research articles, Review articles, Case Reports / Data in Brief / Microarticle / Original Software Publication / Protocol / Replication Study / Short Communication / Short Survey / Video Article / Practice Guideline
This agreement will have a huge impact on the overall UK open access transition as it will include unlimited OA publishing in Core hybrid, Cell Press and The Lancet titles. Read access remains the same as previous 2021 subscription titles. Publishing in fully OA titles is an optional extra with 15% discount off the standard APC. Read and Publish Pricing is based on an institution’s 2021 contracted subscription spend inside and outside Jisc with a 15% reduction.
Royal Danish Library – Elsevier 2021-204 agreement
Researchers can publish hybrid OA at no cost, which is effective a saving. And no cost increase on subscribed journals for the entire term of the contract.
Maintain subscriptions and hybrid OA now included at no costs. And no cap on article output.
No cap on number of articles that can be published under this agreement
75% perpetual access to the Freedom Collection
Based on approval of eligibility in Elsevier’s standard Open Access dashboard
Since we have a very clear agreement on costs and no cap on number of articles that can be published, we see very little risk in this agreement. The only downside so far is that we didn’t manage to get all the journals subscribed to as part of the publish agreement. So Cell Press titles, Lancet titles and some Society owned titles are not included.
The total cost is based on previous subscription fees but allow for publishing open access in participating hybrid journals, gold open access journals and Cell Press hybrid journals
Original research articles, Review articles, Short Communications (only Cell Press hybrid journals)
Date for eligible articles is based on date of submission
Article type restriction only for Fully Gold OA component
National Research Council of Science & Technology
All NST institutions, including those that previously subscribed to only Subject collections or only individual titles, extend access coverage to freedom collection
OA allowance must be used by end of each calendar year. Allowance is split allocated per institution and unused allowances may be transferred within each calendar year between institutions.
This agreement covers just 25 government-funded research institutes under NST, whose research outcome takes up about one fifteenth of South Korea. Approximately 40% of total Elsevier articles will be open access for three years. Despite the number of participating institutions is small, this agreement is the first transformative agreement made in South Korea and can be considered as an remarkable step towards the open access transformation.
Consortium of all Polish academic institutions (“national license”)
Cost decrease due to reduction of funding and reduction of the licensed content
Agreement covers fixed number of articles per year which is less then anticipated total article output
The scope of the agreement (subscribed content and number of articles) is not sufficient due to the decrease of the funding in the last years
Articles published in excess of the agreed number of articles will be charged at the list price. The agreement does not include refunds for unused articles. The agreement covers 300 articles per year. The bundled price in the first year of the agreement takes into account the possibility of under-publishing. Renewal of the agreement is contingent on the success of this pilot.
This agreement will cover 1/3 of total research output of corresponding authors from Qatar. It is too early to estimate its sustainability. Under/over publishing would need to be addressed in the future agreement. This agreement is better than the subscription agreement we had in place.
Elsevier Read and Publish Agreement 2023-2025
Average Freedom Collection publications (2019-2021) for members
Based on prior reading spend with small annual increase
Capped agreement with no additional expenditure above typical price increases for read-only subscription agreement. Cap is 10% higher than anticipated publication output. The only risk is if the agreement publishes less than the cap allocation (missed opportunity).
Original research articles, Review articles, Short communication
Value of article cap is 60% of the total fee
The impact is massive as our largest agreement as it could potentially convert 17% of our research output to OA. Also includes a discount on fully OA APCs. It is more sustainable than the prior read only agreement but must be transitional. 100% APC discount on articles published in fully OA journals. In addition, our cost of reading must diminish and eventually fall away.
Publishing in gold journals was taken out and is now charged with a discounted APC
Total cost includes publishing, but not a specific part set aside for publishing
Unlimited publishing in hybrid journals. 15% discount on publishing in gold journals.
It is a move in the right direction, but the next agreement from 2025 will need to be in line with the Plan S requirements when these come in to full effect
50 articles in the Hybrid Journals/50 articles in Gold OA Journals each Year of the terms of the Agreement, remaining articles do carry over Year to Year
The anticipated number of OA articles is based on our internal data (
Original research articles, Review articles, Short Communications, Case reports, Data in Briefs, Micro-articles, Original software publication, Practice guidelines, Protocols, Replication studies, Short communications, Short surveys, Video articles
The number of eligible publications is increasing every year, it is expected that in 2024 about 95% of the estimated output could be covered
Agreement costs within the range of the previous spending level in the first year and a price increase within an acceptable “price cap” for the next two years
In case of exceeding the agreed article output a 20% APC discount for 2022 and 10% APC discount for 2023 is applied to any additional OA publication in hybrid journals. This discount applies also for fully OA gold journals.
Not specified. Read & Publishing costs are not distinguished.
Date for eligible articles is based on article acceptance date
Any unused articles at the end of a calendar year, will not carry over to the next calendar year and are not refundable.
Elsevier Gold Open Access Pilot for University of Florida
Of 991 articles by UF corresponding authors published Elsevier journals in 2019, 78 are Full Open Access; 35 are Hybrid; and 12 are Other (subsidized).
Corresponding authors automatically receive a 15% discount on full open access articles and 10% discount on hybrid open access articles. The is no change in the subscription costs. Articles in Lancet and Cell Press journals are excluded from the agreement and from this data.
Elsevier and UF will research the impact of the discount on the behavior of the corresponding authors and assess the increase in OA publishing
There is no cost to the Smathers Libraries, no increase in subscription fees
Minimal impact of the library and very easy for the authors whoa are automatically offered the discount
This agreement provides a tangible benefit to UF corresponding authors with no financial impact on the Smathers Libraries. It is sustainable and could be a model for other agreements between Elsevier and academic research libraries. The agreement has only been in place for a few months so it is not yet possible to assess the impact on the transition to open access.
Elsevier subscription and OA pilot Norway
Unit – The Norwegian Directorate for ICT and Joint Services in Higher Education and Research
We have a cost increase, but it is lower than the previous subscription agreement
The total cost is still based on the previous subscription cost, but allow for a substantial amount of articles to be published open.
We have almost 100% of publications in the eligible journals included in the deal. However, there are no refund or other adjustments if we do not reach the ‘quota’, and all articles we publish over the ‘quota’ will be charged the standard APC.
We are in the process of implementing the workflow, and so far it seems to work well.
The agreement is based on the previous subscription cost, and there are no transition of that cost from reading to publishing. Therefore this agreement is not sustainable for future agreements, but we see it as a good start for us to get a substantial number of our publishing output with Elsevier published openly available. For future agreements we will need to see a move towards a model where the cost is based on the publishing output.
Open Science Platform Products and Services Agreement
Costs are based on historical spending for read and publish, including APC costs previously out-of-contract
There is no minimum or maximum amount of articles. Strong governance structure guiding towards 100% open access.
The agreement will contribute significantly to the Netherlands’ ambition to reach 100% open access. The agreement includes a KPI of 95% article output under the publish agreement, commitment to add new OA titles to the deal, a workflow including the possibility to retrospectively change license status from subscription license to OA and a governance model to monitor progress during the contract period.
Potential open access articles which were not used in previous year are rescheduled to the next year.
Fully oa titles are included selectively
Subscription costs will need to come down in the future. More journals than the currently 2 (out of 300) need to become fully OA.
Paying for subscription only; APC vouchers are gratis
Due to gratis APC vouchers there is no risk for the consortium
The agreement is clear, spending stays on similar level as previously (cost increase due to additional subscriptions), and gratis APC vouchers, which will probably be spent by eligible authors, present no risk for the consortium.
Approximate annual number of publications; we expect to cover in the Agreement 100% of them
The OA articles are included in the subscription fees
We think there is no risk, due to the contractual mechanism
20 for 2023; to be updated for the next years based on the average consortium publishing activity for the last 3 years (to be updated for the next years based on the average consortium publishing activity for the last 3 years = all corresponding authors from institutions under the agreement in subscribed collections)
Still treated as pure Read with free vouchers
Hybrid articles are eligible only if in subscribed collection(s) for given institution. Due to higher number of smaller partial Emerald collections (which are subscribed by the members) we expect that for some institutions some hybrid journals will be unreachable for OA publishing (because they are not subscribed by the given institution). Also the workflow on the publisher side is based on first come first serve, therefore it is possible that some institutions will not be able to use a waiver due to the fact that APC waivers will not be available once the cap is reached.
Original research articles, Review articles, Brief report, Case report and Rapid communications article
While the total number of tokens is capped, neither the institutions, nor the consortia OA managers are able to fairly reallocate the tokens to the consortium. This is due to the workflow based solely on the publisher side with the first come first serve approach.
Eligible articles (hybrid ones) are only for subscribed collections. Due to higher number of fragmented Emerald collections (each institution can subscribe another set of collections) it is not straightforward to say if an article in particular journal could be covered or not for the given institution (required checking against title list for the particular collection or collections). This must be painful for the publisher too.
From our bibliometric analysis we anticipate cca. up to 10 articles per year to be covered (max.) It is relatively small consortium.
There is no limit for no. of articles covered (unlimited). However, hybrid articles are eligible only if in subscribed collection(s) for given institution. Due to higher number of smaller partial Emerald collections (which are subscribed by the members) we expect that for some institutions some hybrid journals will be unreachable for OA publishing (because they are not subscribed by the given institution).
Explicit listing of article types not set in the amendment
All APC vouchers must be used before the end of the volume year and cannot be carried over
Capped agreement. Expected output only partially covered.
Original research articles, Review articles, Other peer-reviewed article types
Approximately 90% of articles will be covered OA on 2021. On years 2022 and 2023 agreement covers the whole publishing output.
Original research articles, Review articles, Editorials
Original research articles, Review articles, full list of article types as per the Agreement: Research Paper; Practitioner Paper; Case Study; General Review; Literature Review; Precis; Original Article; Empirical Research Article; Standard Paper; Article; Conceptual Paper; Technical Paper
Most of cost increase from our move to the full Emerald journal collection (Premier) from a smaller collection
Agreement allows unlimited OA publishing
Vouchers expire after the periods stated and cannot be used in subsequent periods. If all vouchers are used up, there is a 10% discount on the standard APC for any further article.
Workflow cannot be monitored from consortial side, no negative feedback from authors
Number of vouchers has been sufficient so far
Lump sum; no differentiation between reading/publishing fee
High number of anticipated open access articles covered by the agreement without additional costs for the participating institutions. No risk for the consortium.
An improvement of the open access workflow happened in the previous year, but improvement is still not completed.
Cost increase on institutional level, exclusively due to additional subscriptions
The open access workflow still needs to be improved
The fixed OA entitlement per year might be exceeded
Cost based on previous year’s subscriptions with nominal increase per year to cover cost of APCs
APC vouchers are capped and can only be used in the titles to which a member subscribes
Agreement based on current member subscriptions with a set number of APC vouchers included per year. APCs can only be used in titles to which the member subscribes. The number of vouchers may be insufficient to cover all article output. Although Emerald offered 100% open access, it would have been too expensive for most members.
Renewal of agreement for one year with 101 vouchers for universities for journals in their packages
Researchers can only publish OA with vouchers in the journals of the packages their university subscribes to
There is a maximum number of APC vouchers available for the participating universities
The number of vouchers is not sufficient to cover all article output. 100% open access was offered, but too expensive for most universities.
Emerald Premier Read & Publish Agreement
Based on consortium members publication output
OA Publications included when subscribing to Emerald Premier Collection
Albania, Armenia, Azerbaijan, Botswana, Congo, Côte d’Ivoire, Ethiopia, Fiji, Georgia, Ghana, Kenya, Kosovo, Kyrgyzstan, Laos, Lesotho, Malawi, Maldives, Moldova, Myanmar, Namibia, Nepal, North Macedonia, Palestine, Senegal, Serbia, Sudan, Tanzania, Uganda, Ukraine, Uzbekistan, Zambia, Zimbabwe
The agreement provides EIFL partner countries with free or deeply discounted access to eight high-impact journals in the physical and biological sciences, and waived Article Processing Charges (APCs) for open access publishing in fully open access and hybrid journals.
No previous subscription spend for these countries
This is a good agreement for EIFL partner countries. Countries that are eligible for free access and no publishing fees:
EIFL European Respiratory Journal Agreement 2021-2023
Albania, Armenia, Azerbaijan, Belarus, Botswana, Congo, Ethiopia, Fiji, Georgia, Ghana, Ivory Coast, Kenya, Kosovo, Kyrgyzstan, Laos, Lesotho, North Macedonia, Malawi, Maldives, Moldova, Myanmar, Namibia, Nepal, Palestine, Senegal, Serbia, Sudan, Tanzania, Uganda, Ukraine, Uzbekistan, Zambia, Zimbabwe
European Respiratory Society Read & Publish 2024
The agreement allows unlimited access to and open access publishing of research articles in the society’s hybrid title with an option to include the OA titles.
European Respiratory Society Read & Publish 2022-2023
The agreement allows unlimited access to and open access publishing of research articles in the society’s hybrid title with an option to include the OA titles. The price is based on current spend and publishing output.
European Respiratory Journal ‘Read and Publish’ pilot agreement
Open access published outputs are unlimited and expected to increase. The fee is fixed for 2 years regardless of output.
Very good deal. We publish a lot and the price increase for adding OA publishing is comparatively low.
Future Science Group Fast-Track to OA Read and Publish Agreement
No limit on OA publishing on hybrid journals, offer does not include Gold OA journal publishing
Future Science Group Journals Transitional Read and Publish 2023
Costs related to article output plus read fee
OA publishing is unlimited for specified article types
The agreement allows unlimited access to and open access publishing in the hybrid and open access titles for the full portfolio. The price is based on current spend and article output for the transition. The agreement is for one year only, to be assessed by all parties at the end of the agreement term.
Future Science Group Journals Transitional Read and Publish 2024-2025
Original research articles, Review articles, Case Reports
CC-BY must be selected. Some article types are not allowed.
The agreement allows unlimited access to and open access publishing in the hybrid and open access titles for the full portfolio. The price is based on current spend and article output.
Approximate output in 2019 of all UK authors
Minimum fees linked to previous article output
The agreement allows unlimited access to and open access publishing in the hybrid and open access titles for the full portfolio and will therefore allow for 100% transition to open access for UK output where institutions participate. The price is based on current spend and article output for the transition, with a view to being based on article output only after the pilot phase.
Future Science Group Transitional Agreement 2024 – 2025
The agreement allows unlimited access to and open access publishing in the hybrid and open access titles for all journals. There is no price increase in year 2.
FSG – UKHSA Transformative Journals agreement
Previously not published in FSG journals, but the agreement has been made to increase the number of appropriate subject related publishing options UKHSA colleagues have available to them
Future Science Group Transitional agreement
Original research articles, Review articles, Proceedings, Letters, Editorials, Excluding Drug Evaluation articles and articles funded or sponsored by pharma/biotech
Future Science Group Transitional Agreement
Future Science Group Read & Publish transitional agreement
Geological Society of London Read and Publish Agreement
Costs are based on subscription plus average OA spend. This is a single year agreement and will be reviewed each year with a view to further converting read to publish fees.
Geological Society Lyell Collection Read & Publish Agreement 2021
Approximate output based on 2018/19 numbers
Open access published output is unlimited and this is expected to increase as previously paywalled articles are converted to OA.
Read access to key book series and historic collections as well as Read & Publish in hybrid journals and books
The agreement offers read access to the full Lyell Collection and unlimited open access publishing for corresponding authors at participating institutions in the hybrid journals and book series in the collection.
Geological Society Lyell Collection Read & Publish Agreement 2024-2025
Pricing gradually moving to publishing fees
The agreement offers unlimited read access to the full Lyell Collection and unlimited open access publishing in the hybrid journals and book series in the collection. There is a minimal increase in Year 2.
Geological Society Lyell Collection Read and Publish 2022-2023
The agreement offers unlimited read access to the full Lyell Collection and unlimited open access publishing in the hybrid journals and book series in the collection.
Geological Society Lyell Collection Read and Publish 2020-2023
GSL / UKRI-NERC Read & Publish Agreement
The agreement offers unlimited read access to the full Lyell Collection and unlimited open access publishing in the hybrid journals and book series in the collection
GSL / UKRI-NERC Read & Publish Agreement 2024-2025
Corresponding authors must enter the name of their institution in the publisher’s submission system
This agreement is for the Geological Society’s Lyell Collection, providing read access to 15 journal and book sites, including all current and archived journals plus key book series and historic collections. The agreement also covers unlimited open access publishing for all original article types across the 7 hybrid journals and 3 hybrid book series.
Geological Society Lyell Collection Read and Publish 2022-2024
German Academic Consortium, 129 participating institutions, administered by SUB Göttingen
Cost increase due to high proportion of articles transformed to OA by the consortium
German Academic Consortium, 116 participating institutions, administered by SUB Göttingen
Open Access Transformationsvertrag PsyJournals Hogrefe – IG Hochschulbibliotheken PH (PH-Konsortium)
IG Hochschulbibliotheken PH (PH-Konsortium), 8 participating institutions
Cost increase based on publication forecast (i.e. 1 publication per 2022)
Risk on the publisher’s side (i.e. no quota that limits the number of published articles)
This depends strongly on the further development in the coming years (contract extension)
This count includes only journal articles; UC also publishes over 1,000 conference proceeding papers with IEEE each year
No prescribed cost increase for the library, however, underperformance in key aspects of the agreement relating to author grant participation could result in additional fees to the library (the library may choose not to pay all of these additional fees and end the OA portion of the agreement). Cost increases could occur from the perspective of all funds coming from the institutions based on the level of author contributions from grant funds.
No fixed entitlements: all journal articles published are eligible. There are aggregate spend thresholds which need to be reached via authors that are able to contribute to publishing fees from grant funds under the multipayer model. If those thresholds are not met then the libraries may need to pay an additional fee to reach those thresholds, while if top-end thresholds are exceeded then the libraries receive a corresponding credit to their up-front spend the following year.
This includes continued access costs for conference proceedings, standards, and other content types which are not covered for OA publication by this agreement
IEEE uses CCC RightsLink for payment workflow
UC’s agreement with IEEE is a step on the pathway towards transitioning computer science and electrical engineering content to open access. However, IEEE has a substantive portfolio of conference proceedings and other publication types which are not included in this agreement, which will hopefully be considered in future iterations on this contract.
We have agreed on a buffer above and below the expected number of articles
CRUI – IEEE – IEL Read and Publish Agreement
Amount of articles published both in hybrid and gold journals
The inclusion of fully gold articles implies a cost increase for the first year of the agreement
The agreement provides unlimited articles, so we have no risk about the consuming of articles during the year
Original research articles, Review articles, Brief, Invited, Survey
The Agreement, providing unlimited OA publications both in hybrid and gold journals, offers the 100% coverage of the articles of corresponding authors affiliated to the subscribing institutions. The transition is therefore completed.
No risk sharing related to OA is included. Agreed number of prepaid fixed OA APCs is far lower than expected output. When number is exceeded, further articles won’t be OA, unless extra budget is added to the deposit.
Approximately 5% of the agreement value is transferred to OA deposit account.
IEEE is using RightsLink and this is really convenient
Pilot test of IEEE in a smaller country, and the first transformative agreement for CzechELib. Workflow looks good, however the number articles which could be converted is really very low – so limited impact on overall transition, but positive effect on testing the workflow of centralized consortial transformation/OA agreements.
Under certain conditions, unused quotas can be used in the following year
Subscription fee: 88%; Publishing fee: 12%
The total cost decreased because there are fewer Consortium Member Institutions in 2023 (in 2022: 8; in 2023: 6)
There is no information about risk sharing in the agreement
Subscription fee: 78%; Publishing fee: 22%
Subscription fee: 84%; Publishing fee: 16%
IEEE ONLINE PRODUCTS AGREEMENT (ACADEMIC)
Subscriptions marginally converted to OA publishing fees
Capped agreement. 10 hybrid articles covered annually, well below annual output.
Only very small percentage of the agreement dedicated to publishing
195 articles can be used at any time during the three years of the agreement plus allocated and unused articles from the previous agreement
Future agreements need to further reduce the access costs and aim at unlimited publishing
Agreement includes a cap of publication cost a 20% of anticipated article output
Agreement covers a higher number of articles than before
Both parties have the right to cancel agreement if output is much higher/lower than anticipated
Difficult to evaluate as subscription fee covers also other content than just journals (namely conference proceedings and standards)
Issues with identifying authors, presenting preferred license choice
All peer-reviewed articles, conference proceedings not included
IEEE Online Products and Read & Publish Agreement (Academic)
212 articles published in 2020 by HEAL-Link members
Capped agreement. Article entitlements per contract year have been set. All article entitlements are prepaid in the first year of the contact.
Difficult to evaluate as subscription fee covers both journals (ASPP) and conference proceedings (POP)
It is the first RAP agreement with the publisher
IEEE Open Access Deposit Account Agreement
The number of APC tokens is lower than the expected output. APC voucher assigned each year is valid for 24 months.
This agreement is bundled with IEL subscription, and it seems that this cost is unable to flip to 100% Publish because a significant amount of content in IEL is not research-article type.
Articles can be used in longer term beyond one calendar year
Allocation of 414 articles can be used at any time during the three years of the agreement and in the subsequent 12 months
Cost increase reflects growth of our publishing output with IEEE in recent years
Any unused annual OA article allocation may be carried over into the next year. So if we over publish, a shortfall in OA allocations will only be felt in the final year of the deal. And if we under publish, we can carry over unused OA allocation into the first year of our next agreement and pay less for that year.
No institutional cost increase in comparison to subscription agreement due to financial support from FWF and AT2OA2
Lump sum; total price includes reading and limited open access publishing. The total cost is based on previous subscription fees.
The consortium acquires pooled APC tokens. The calculated tokens are expected to cover the expected annual article output of the participating institutions. Each additional/exceeding article will be invoiced separately.
23 articles in the Journals each Year of the terms of the Agreement, with an overage of 25%, amounting to a cap of 29 articles per Year. Overage articles do not carry over Year to Year.
IEEE is using RightsLink and its usage is convenient and clear
IEEE Read and Publish Agreement for the IEL University Consortium of Germany
If the previous costs for APC’s are added, the costs actually decrease
The share relates only to the journal content. Non journal content is payed separately.
Participating institutions may use APCs up to the amount of their subscription volume free of charge, up to 10 is an estimate of demand
Original research articles, Review articles, Letters, Editorials
IOP Publishing Read and Publish Agreement
Cost increase due to upgrade to a larger package of journals
There is no obligation to pay for additional publications once the number of articles covered by the publishing component of the agreement has been reached.
A system for participating organization staff where they can verify authors/articles would be preferred.
All IOP branded journals should be incorporated in the future as well as IOP’s fully oa journals.
This agreement contains fully OA journals. The prior agreement only covered hybrid.
The pricing model consists of three parts: a part covering reading, a part covering unlimited publication in hybrid journals, and a part covering unlimited publication in fully open access journals.
Rebate is 80% on hybrid publishing costs, making that a small percentage of the package price
Small inflation cap increase to facilitate uncapped publishing
N/A. Unlimited OA publishing for all institutions.
This is agreement is close to cost neutral with no added labor required from library staff
Slight increase above average renewal amounts
This is an uncapped agreement with minimal risk regarding over publication
Original research articles, Review articles, Letters, Special Issue articles
Share of publishing costs not expressed on the agreement financially
Buffer above and below the expected number of articles
Additional increase in year one; increases in years 2 and 3 within range of previous subscription increases
The agreement does not presently distinguish explicitly between access-related and publication-related costs
Automatisation of identification step for eligible articles with partner journals would be appreciated
This agreement should have a significant impact on CRKN’s transition to open access. It was developed on the basis of cost neutrality and has limited exclusions.
Articles on hybrid and gold IOP journals
IOP Science Extra Read & Publish Agreement
No mechanism of risk sharing has been negotiated since the agreement allows uncapped publishing
We expect that the agreement will cover the majority of APC for all researchers affiliated to one of the participating institutions. There might be room for improvement in the workflow process where a lot depends on manual work and which might result in eligible articles being overlooked.
IOP Publishing Read & Publish Licence Agreement
The reading collection and the number of centers in the transformative agreement are greater than in the previous subscription model
There is no mechanism. 33 articles can be published. If they are insufficient, the second year can be extended to unlimited, with a price increase of 8%.
This includes also the members which are still on Read-only option now (but may upgrade to Read and Publish in upcoming years)
Original research articles, Review articles, Paper, special issue paper, review and/or letter (intended to cover all original research and review type content)
Agreement costs with slight increase in the range of the previous spending level
Cost increased because there are more Consortium Member Institutes in 2023 (in 2022: 6; in 2023: 7)
Exceeding or not reaching the Quota: No Quota
Original research articles, Review articles, Letters, Special issue papers
Approval is not automated. It is processed via emails.
The Allowance for the term of the Licence shall be a maximum of thirty-four (“34”) articles taking into account the agreed buffer of 20%. If the Allowance exceeds thirty-four (“34”) articles then the fee for publishing the additional articles on a gold open access basis will be the applicable journal’s current APC.
Cost increase includes an upgrade in the journal collection
Original research articles, Review articles, Letters, Special Issue Papers
An average of 54 articles is published by HEAL-Link members, per annum 2018 – 2021
8% cost increase in relation to the 2021 agreement, covering both the reading and publishing parts of the agreement
Subscriptions slightly increased and OA publishing added
Not applicable since we have unlimited open access publishing entitlements
Original research articles, Review articles, Letters, Special issue
We (at HEAL-Link) consider this a quite well Transformative Agreement and the cost is sustainable. Reading fee and publishing fee components are clearly defined. Since it is the first RAP agreement with the IOP Publishing, it remains for the publisher’s workflow to be evaluated by HEAL-Link eligible authors and staff.
The average annual article output over the past 5 years
This deal offers unlimited entitlement, which is by far the preferred approach as it eliminates any entitlement risk for our institution
The agreement has led to expand the access to the IOP complete journal packages
This is no dashboard or approval mechanism for librarians to monitor the progress; only quarterly reports will be provided to the Library
More than a quarter of the journal package are subscription-only and so articles published in these journals will be paywalled content
Average output per year including all closed, hybrid and fully OA journals
Access fee unchanged. Additional cost of highly discounted publication fee.
Agreement allows unlimited publication. No risk sharing if number of articles is lower than expected.
2023-2025 Iowa State University Institute of Physics OA agreement
Unlimited publishing under the agreement
IOP Publishing Read & Publish agreement 2020-2023
Mean 2017/2018 data provided by publisher
This agreement allows unlimited access and unlimited OA publishing by UK corresponding authors in all IOP owned and managed titles in 2020 and will have the option to include partner journals from 2021 for an additional fee to offer 100% OA publishing. This agreement is flexible in that institutions have the option to include the OA publishing or pay a “read fee”.
IOP Transformative Open Access Agreement
If articles within the allowance remain unused at the end of any given year, they will not roll forward and are unable to be used at a later date. In the event that the level of gold open access publishing in the included journals exceeds their allowance, KAUST shall pay additionally for APCs at IOP’s standard rates, to which KAUST is entitled a 10% discount.
Research papers, Special Issue papers, Letters
IOP is actively working on our feedbacks
This is our second deal with IOP (first we had an offset deal). They expanded the list of eligible journals.
APC spend is offset against the institutional subscription costs
Offsetting up to the maximum of 90% of any eligible hybrid APC paid by KAUST authors
This is our third OA publishing agreement with IOP Publishing and the first uncapped
Original research articles, Review articles, Letters, Intended to cover all original research and review type content
Not relevant. Combined read and publish fee.
All original research and review type content; including but not limited to:, Paper, Special issue paper/article, Review, Letter, Note, Perspective, Short Communication, Viewpoint, Topical review, Topical issue article, Comment, Corrigendum, Addendum
Agreement distinguishes between read and publish fees. Total costs are partly based on access fees.
Currently manual workflow, but publisher is working on a dashboard-based solution. Switch from Offsetting to Read & Publish agreement makes it easier to manage.
On a national level. Third transformative agreement with IOP Publishing in Austria.
APCs are offset against the subscription costs
The number of articles is not fixed. Offsetting to the maximum of the subscription costs is possible.
Original research articles, Proceedings, Letters, Editorials
Automatization of workflow would be appreciated
FWF’s APC spend is offset against the institutional subscription costs
Original research articles, Proceedings, Letters
Austrian Academic Library Consortium (KEMÖ) / FWF
On a national level. Second transformative agreement with IOP Publishing in Austria.
APCs are offset against the subscription costs.
The number of articles is fixed. Offsetting to the maximum of the subscription costs is possible.
– Given that 85% of the eligible articles, written by authors affiliated with the participating institutions, are published open access under the agreement, we consider it as an important step towards the open access transformation
Approximate range of annual corresponding author publications
Minor subscription rate increases in order to facilitate uncapped publishing according to the new IOP model
N/A. Unlimited OA publishing allowed for all participating institutions.
This deal felt like a natural fit for OA transition for the small and medium sized institutions within the existing group. No tracking was required on the part of the members, they simply had to agree to the pricing and terms and conditions and their authors would be eligible for OA publication.
Mean 2017-2019 data provided by publisher
Costs are based on current subscription spend and discounted (70% discount) average APC value (based on average article output for 2017-2019)
Agreement extended to cover publishing fully OA journals as well
The agreement gradually moves towards post-payment from the previous pre-payment model
Balanced risk sharing provided by maximum and minimum payment thresholds in case of fluctuation of publishing output
Extension of the previous IRL agreement, with new journals eligible for OA publishing
IOP Institutional Read & Publish Licence Agreement
Typically change to read-only access costs
This will all be handled on IOP’s end. The library will not have to approve any articles. IOP will provide a quarterly report and an annual statement of the eligible articles accepted and published.
This is sustainable with regards to costs and operations. We shall assess whether this “library hands off” approach is working for us or if we want to the library to be more involved in the approval process.
Consortium of 32 Polish academic institutions
Slight increase above average renewal amount
This is the second transformative agreement for a University, and we hope it has a positive impact on our academic community. An unlimited number of OA articles are applicable for 76 journals. Based on the experience of this first year, researchers’ feedback will be taken into account for the upcoming years.
Average of three years, provided by the IOP
Average increase on previous spend of 2.26% over the three years of the agreement
This is an uncapped agreement with minimal risk
The share of publishing costs vs access costs is not expressed in the agreement
The offer is for unlimited OA publishing in hybrid and fully OA journals with the repurposing of the subscription fees. Given the saving of full OA publishing alone (based on trend) the “increase” on the 2022 subscription fee is effectively 0%.
Slovenian Consortium CTK / University of Ljubljana
The agreement offers an unlimited number of open access publications in IOP Publishing and its partner society hybrid journals
Cost increase but “within the limits” of overall spending level for access and publishing (total cost of publication approach – retains all previously provided reading services whilst enabling unlimited publishing for a small increase in the total costs)
Eventual publications in fully, gold open access journals are not included – possible additional costs for individual authors. For publications in IOP journals that are part of SCOAP3 (the sponsoring Consortium for Open Access Publishing in Particle Physics), IOP will make appropriate adjustments to the fees to reflect this.
Costs are not split between access and publishing part
There was no chance to negotiate to include publishing options for all IOP Publishing’s own fully open access journals
The cost increase reflects the inclusion of unlimited Open Access publication of articles by corresponding authors. The list of eligible hybrid journals was expanded to include 56 hybrid journals (+ 14 from the previous agreement). In addition, publications in 15 fully OA journals are now covered by the agreement for the first time. On the institutional level the cost increase varies according to the historical publication output from 2019-2020.
Original research articles, Review articles, Letters, Special Issue paper
We expect that with the Read & Publish deal the majority of costs associated with the IOP portfolio are covered under the agreement (i.e. limiting author-facing APCs and APCs “in the wild” to a minimum). This will allow for a reliable assessment of publication output and associated costs for each participating institutions. It remains to be seen whether the expectations on article growth will hold true over the term of the agreement and will justify the year-on-year cost increase. IOP handles several tasks associated with the workflow (matching corresponding authors with institution, author support), alleviating the operative burden on library staff – we are hoping to collect feedback on these processes as well.
Our goal was to achieve a cost-neutral transition to an OA proportion as high as possible.
There is a cap based on the number of articles published in the last three years. If the cap is reached every participating institution can decide to publish OA for a title specific APC.
Practical implementation is ok for the first license period. Improvements shall be made in the nearer future with a more automated author identification and the monitoring of articles.
It is an offsetting agreement and the transformative effect is therefore limited. However, it is a cost-neutral first step towards Open Access that makes it easy for many institutions to participate. Our goal is to increase OA’s share of future agreements and improve workflow efficiency.
No extra costs, OA within access fee for the coming years
Original research articles, Review articles, Letters, Special issue paper
VTT Technical Research Centre of Finland
We compare the previous subscription-only agreement + APCs to the present Read&Publish
Our department covers all the risks. So far so good. No exceeding or no reaching.
Original research articles, Review articles, Letters, Editorials, Special issue papers
There is no obligation to pay for additional publications once the number of articles covered by the publishing component of the agreement has been reached. However, there is no reason to believe that this number will be exceeded as not all relevant journals are eligible for open access publishing.
There were initial problems with the workflow, but the publisher has worked on it and the workflow has improved
This agreement for IOS Press is a step forward towards 100% Open Access in The Netherlands
Read and publish share are not specified
Original research articles, Review articles, Notes
IWA Publishing Read and Publish agreement
In 2019, the Deal Rate shall be calculated by adding one (1) per cent to the Baseline Revenue.
Albania, Armenia, Azerbaijan, Belarus, Congo, Ethiopia, Ghana, Ivory Coast, Kenya, Kosovo, Kyrgyzstan, Laos, Lesotho, North Macedonia, Malawi, Maldives, Moldova, Myanmar, Nepal, Senegal, Sudan, Tanzania, Uganda, Uzbekistan, Zambia, Zimbabwe
Albania, Armenia, Azerbaijan, Congo (DR), Côte d’Ivoire, Ethiopia, Ghana, Kenya, Kosovo, Kyrgyzstan, Laos, Lesotho, Malawi, Maldives, Myanmar, Nepal, North Macedonia, Moldova, Senegal, Sudan, Uganda, Uzbekistan, Tanzania, Zambia, Zimbabwe
This agreement provides 25 EIFL partner countries with free reading access to 15 journals and free publishing
The agreement allows unlimited access to and open access publishing in the hybrid and open access titles for the full portfolio and will therefore allow for 100% transition to open access for UK output where institutions participate. The price is based on current spend and fixed for the duration of the 2 year pilot. The pricing mechanism will need to be adjusted after the pilot phase to take into account published output.
IWA Publishing (IWAP) Journals Read and Publish 2022-2024
The agreement allows unlimited read access and open access publishing in the hybrid and open access titles for the full portfolio. The 2021 price has been held for 2022, with a minimal increase in 2023 and 2024.
All KEMOE member institutions have now access to IWA content and the possibility to publish open access without additional costs
N.a. due to the unlimited publishing option
John Benjamins Publishing Read and Publish agreement
John Benjamins Read & Publish Open Access Agreement
2020 output (provided by Dimensions 19/11/2021)
Arrangements with participating institutions are based on a yearly Read & Publish fee.
The agreement allows unlimited publishing in all John Benjamins titles and access to the titles subscribed to. It will therefore allow for 100% transition to open access for UK research output where institutions participate.
John Benjamins Read & Publish Open Access agreement
Cost increase mainly caused by the extension of the Read component
Original research articles, Review articles, Introductory articles
Arrangement is based on a yearly Read & Publish fee.
The agreement allows unlimited publishing in all John Benjamins titles.
Sustainable transformative model that facilitates a smooth transition from content access to OA funding by avoiding disruptive workflows and cost adjustments.
Sustainable transformative model that facilitates a smooth transition from content access to OA funding by avoiding disruptive workflows and cost adjustments
John Benjamins Publishing Read & Publish Open Access Agreement
Unlimited publishing. Agreement only valid for 1 year, so terms can be revised on relatively short notice.
John Benjamins Publishing Transformative Agreement
Unlimited Open Access publishing in all journals, publish fee recalculated yearly based on 3yr average publication output
Transition from acquisition budget to publication budget
Pricing benefited CAUL members when migrating to Karger’s global pricing policy
German Academic Consortium, 19 participants, administered by Bayerische Staatsbibliothek
Original research articles, Review articles, Methods Articles, Case Reports, Meta Analyses
German Academic Consortium, 20 participants, administered by Bayerische Staatsbibliothek
Iceland Consortium – Karger Agreement 2021 – 2023
Average articles published per year between 2016-2018 provided by publisher
Cost will only increase if publishing increases significantly
This agreement includes unlimited OA publishing for no additional price on the 2019 renewal and allows for substantial growth in number of OA articles published before any price increase in future years.
Karger Journals Read and Publish SMP Agreement 2021-2023
Above is for current collections subscribers. It will increase if more institutions join the new R&P deal.
Costs decrease slightly compared to existing subscription spend by collections subscribers
The agreement allows unlimited access to and open access publishing in the hybrid and open access titles for the full portfolio and will therefore allow for 100% transition to open access for UK output where institutions participate. The pricing is based on existing subscription spend plus the Jisc top up fee to access and publish OA in the whole collection. No additional fee has been added to publish OA.
Agreement for Publication and Education Services
Publishing output is unlimited (including hybrid and gold)
Karger Read & Publish Transformative Agreement
Decrease in costs for UiO due to a model that will over time close the gap between access and publishing costs
There are no mechanisms for risk sharing
The publishing fee is based on a three year rolling average of publishing output. This means that the price follows the output, with some delay.
This agreement is a good example of a transition to open access
14 – 28 free open access publications for authors from Charles University and Masaryk University.
Still presented as subscription with free OA APCs
We have no price increase for the years, we can exceed twice the number of articles each year and only after that we have 5 % yearly increase.
We need to ask for periodic reports (via e-mail and Karger agent)
This was our first fully transitional agreement, in terms of publication output which could be converted. Still the subscription costs are higher than the expected APCs spent, but this was very good starting point. Discussion with Karger (including license terms) was quite constructive. Let’s see the workflow.
No Risk Sharing. Exceeding or not reaching the Quota: No Quota.
Original research articles, Review articles, Brief-report; Case-report
Akadémiai Kiadó is the 4th largest publisher of Hungarian articles based on WOS, the majority of their shares is owned by Wolters Kluwer
The share of access-related costs decreased compared to the previous contract
Average article output over 3 years is approx. 15
The cost to participate is based on historical subscription cost, plus 1 APC
This agreement will offer uncapped publishing therefore there is no risk related to exceeding this number
We expect to use all the OA publication availability; eventual additional tokens can be purchased at a reduced rate
Ovid Technologies, Inc. Master Licence Agreement
Standard license agreement for Lippincott Williams & Wilkins journals
5 articles for the whole period! (that is 5/3 per year).
APC “voucher” for Charles University (under the agreement)
There is no risk sharing agreed. We have just 5 OA vouchers for hybrids, however these vouchers are bound to package subscription and to particular institution. The waiver choice is fully in Charles University hands.
Original research articles, Remark: not exactly defined in the agreement – just “articles”
Read & Publish on Lippincott Williams & Wilkins journals
Article processing charges (APCs) for publishing of open access articles in Subscribed Products will be waived via a waiver code for corresponding authors affiliated at one of the Consortium Member Institutions, up to maximum 20 articles in 2021. Once the 20 APC waiver codes have been used, additional waiver codes may not be requested. Waiver codes not used during the term of this Agreement may not be carried forward to subsequent agreements.
Once the 18 APC waiver codes have been used, additional waiver codes may not be requested.
Using waiver codes. Eligible authors are not auto matched to the agreement. Authors have to request the waiver codes in limited time.
Article processing charges (APCs) for publishing of open access articles in Subscribed Products will be waived via a waiver code for corresponding authors affiliated at one of the Consortium Member Institutions, up to maximum 18 articles in 2022. Once the 18 APC waiver codes have been used, additional waiver codes may not be requested. Waiver codes not used during the term of this Agreement may not be carried forward to subsequent agreements.
If in 2023 the total number of APC allowances is exhausted, up to 10% of the following year’s APC allowances may be used in 2023.
Wolters Kluwer Transitional OA agreement pilot – 2022 to 2024
This a capped agreement covering 100% of anticipated outputs, plus an additional allowance for growth
Should the cap be exceeded for participants a Compliant Green by Exception route will apply for funded articles from participating institutions.
This pilot agreement is limited to named institutions that take the LWW Total Access Collection or are in the process of upgrading to the collection. Institutions that do not currently subscribe to this package would be required to upgrade (with the opportunity to transition to the complete fee over the term) and should contact the publisher accordingly.
Consortium of 26 Polish academic institutions
Read & Publish Agreement between SURF and OVID Technologies 2024-2026
Slight increase. Not sure if the cost will cover the number of articles.
Due to the fact that LWW’s workflow still missing articles and repair actions are necessary, it is at this moment (March 2024) not certain if the APC payment will cover all articles
The agreement does not distinguish cost between Reading and Publishing
LWW is lacking behind other large STM publishers, but are working on it
LWW has been lacking behind in providing OA publishing services for many years now. It looks that this is probably due to the company structure (NY based publisher/NL head office, large part of society publishers).
A maximum of 300 articles (per year) applies
Publisher started using RightsLink as of this year
Once the article is accepted for publication, the author is requested by LWW to request an APC waiver code via the university library contact. This code can be used in the LWW payment system, which allows you to publish open access free of charge
Microbiology Society Publish and Read Agreement
Unlimited OA publishing, no increase of annual fee during the term of the agreement
N/A. Unlimited publishing for all participating members.
This is a small agreement in terms of OA publishing output within the BTAA, but it is another step towards the desired future
Microbiology Society Institutional Publish and Read License
Council of Prairie and Pacific University Libraries / Ontario Council of University Libraries / Bureau de coopération interuniversitaire / Council of Atlantic Academic Libraries / Federal Science Libraries Network
Uncapped OA publishing fees. No change in pricing for the term of the agreement.
This is the first publish and read agreement that the four regional academic consortia in Canada have developed. This 3 year term will be used to assess interest and determine best practices for future agreements. Plan S compliant.
Microbiology Society Publish & Read Agreement
Council of Australian University Librarians (CAUL)
Read spend equivalent to each member’s 2019 direct subscription spend with the Microbiology Society PLUS a Publish spend based on the midpoint APC and the average number of articles published by each member’s authors in 2016-18
This is an opt-in, two-year pilot for Consortium members
This is CAUL’s first transformative agreement and is with a small society publisher. Impact remains to be seen.
Only 3 centers of our institution subscribe Microbiology Society journals in 2020. An additional 26% is added to this cost and all the authors of all the other centers of the organization will be able to publish an unlimited number of articles, since July 2020, although the agreement starts in 2021.
The published open access results are unlimited and are expected to increase. The rate is fixed for 3 years, but in the second it could be increased if there are many articles published by centers other than the initial 3 ones that have subscriptions.
This agreement is the first we have signed with a small society publisher. Compared to others, the subscription base and publication level are also small currently. We will wait to see what happens during the pilot, and maybe we will have to make adjustments afterwards.
Based on publication output over last three years
Microbiology Society Publish and Read agreement
Average article output 2018/19 for the consortium
IReL are happy to support society publishers proving OA agreements. This agreement provides unlimited access to and open access publishing to the Microbiology portfolio. We will assess and review for future agreements.
Microbiology Society Transitional Agreement 2023-2024
Access costs will decrease as journals flip to OA
The agreement allows unlimited access to and open access publishing in the society’s full package. The fee is based on article output and will gradually convert to full OA fees as the society’s journals flip to OA.
Microbiology Society Journals ‘Publish & Read’ 2022
This is a 1 year extension to the 2020-2021 pilot agreement which allows unlimited access to and open access publishing in the hybrid and open access titles for the full portfolio
Microbiology Society ‘Publish and Read’ pilot agreement
Tier pricing based on number of current subscriptions
Uncapped OA publishing, no increase of annual fee during the term of the agreement
Original research articles, Review articles, Proceedings, Letters, Editorials, Eligibility broadly specified for “articles”
Eligibility broadly specified for “articles”
Uncapped OA publishing and a stable license fees provide balanced risk-sharing
Microbiology Society Institutional publish and read 2 year pilot agreement
Norwegian University of Science and Technology (NTNU)
Estimate based on 2017-19 output. Incl. articles by authors from St. Olavs Hospital – Trondheim University Hospital.
No price increase in 1st year, 2% 2nd year
Unlimited Open Access publishing within the agreement. Low price increase from year 1 to year 2.
Based on (manual?) recognition of authors by e-mail address. Author journey does not seem intuitive. No reporting tool.
The publication output from NTNU is low in this agreement, However, it is important to NTNU to secure publishing with smaller publishers and to keep a diversity in publication channels.
Publication amount is line with publishing outputs from our institution
This is considered a cost neutral agreement for our institution
This is considered a low risk agreement given the cost neutral impact
Based on (manual?) recognition of authors by e-mail address and/or institution name. Author journey does not seem intuitive. No reporting tool.
Microbiology Society Institutional Publish and Read
No price increase 1st year, 2% in 2nd year
Author journey does not seem intuitive, no reporting tool
The publication output is low, but this agreement is important to secure publishing with smaller publishers and to keep a diversity in publication channels
Price reduction due to no publishing output
Previously departments paid individually to publish open access, and because the agreement allows for unlimited publishing it actually overall represents a cost decrease in comparison to having an individual subscription and paying individually for publishing
Unlimited open access publishing is allowed
This will decrease as more titles flip to open access
This agreement is beneficial to UKHSA because it allows for any article type to be published through the agreement in any of the Microbiology Society’s journals, and it makes publishing open access easier and more frictionless
Proceedings of the National Academy of Sciences transformative agreement
The UC libraries are paying PNAS an annual Publishing Services Fee (PSF) of $55,000, which yields a reduced, single publication charge of $3,000 per article, with no other page or publication charges, for UC corresponding authors who choose open access. This PSF is a cost increase for the libraries.
The agreement features the following risk-control mechanism: the libraries are paying a set fee. Included in the agreement is a provision that if publication exceeds expected levels, UC will make an additional negotiated payment up to a capped amount, with the actual amount determined through mutual agreement.
Under this agreement the author’s experience is streamlined when publishing open access, as there are no separate page charges and a simpler workflow
This is the first transformative agreement between PNAS and a US research institution, and so represents an important step in shifting this prestigious journal towards open access.
Article allocation exceeds anticipated article output. The fee is fixed annually regardless of output.
The agreement has been designed to allow for 100% transition to open access for UK output where institutions participate. The price is based on current subscription spend and previous publishing activity. Publish fees are calculated each year of the 2 year pilot based on a notional APC. For future agreements the pricing mechanism will need to be adjusted to take into account published output.
Agreement costs within range of previous subscription fees and decentral publication charges
The agreement operates with per-article fees in direct proportion to the publishing output of the authors and offers unlimited OA publishing. Balanced risk sharing provided by maximum and minimum payment thresholds in case of unexpected fluctuation in the publishing output.
Optica Publishing Group- Read & Publish agreement
Optica Publishing Group Read and Publish Transitional Agreement 2022-2024
Average article output for top 45 UK institutions 2018-2021
OA publishing is unlimited in the first year and to be assessed for subsequent years
The agreement allows unlimited read access to Optica titles. Open access publishing is unlimited in 2022 and will be assessed for 2023 and 2024. OA publishing covers research and review articles in selected Optica titles. The price is based on current spend and mean publishing output 2018-2021. There is a minimal increase in years 2 and 3.
Optica Publishing Group Consortium Read & Publish License Agreement
Estimated article output based on 4-year-average (2018-2021)
If costs for article output in fully OA journals is included, the agreement costs are within the range of the previous spending level
Original research articles, Review articles, Letters, Memorandum, Opinion, Discussion, Negative Results, Reproducibility Study, Mini-Review, Tutorial, or Engineering & Laboratory Note
We expect that with this unlimited Read & Publish deal, all costs associated with the publication of OA articles under a CC-BY license are covered for authors of participating institutions (i.e. limiting “APCs in the wild” to a minimum). This will allow for a reliable assessment of publication output and costs for each participating institution, also in relation to subscription spend. There is a minimal increase in both the read and the publish fee for 2024 (not dependent on publication output in 2023).
Oxford University Press Read and Publish Agreement
Original research articles, Review articles, Brief reports, Case reports
Online products, journals and open access agreement
The model is based on a certain number of articles (for Hybrid and Fully OA, respectively) multiplied with a “Hybrid PAR fee” and a “Fully OA PAR fee”. Then a buffer zone for Hybrid (+/- 15% over base article number) and a buffer zone for Fully OA (+/- 20% over base article number).
There will be a new workflow/dashboard later this year (2022)
The price model has been adjusted to make publishing affect the individual prices more than the read fee. This agreement now includes all the Fully OA titles which we see as an important step in the transition. A problem is the slow pace in which Hybrid titles are flipped into Fully OA titles.
Cost for reading only 2018 compared with PAR cost 2019 =44% increase. Total cost 2019 covers 60% of all hybrid publishing and aprox. 110% of 2018 reading access.
65% of anticipated article output year one, 75% year 2, 85% year 3.
Not possible for participating organizations to log in and verify articles, only possible on consortium level
Indispensable content, deficient OA workflow, transformative, expensive.
Oxford University Press consortium agreement
Researchers and graduate students of Chinese Academy of Sciences published 244 articles in OUP journals in 2018, including 60 open access articles.
The OA article allowance. Any amount of the OA article allowance remaining in the OA account at the end of each calendar year of the subscription period will not rollover and will be forfeited is a fixed amount that increases in each year of the agreement.
The access fee is about 50% of the total in Year 1 and declines each year. This fee is higher than we would normally prefer.
This is the first transformative agreement in China. Taking this agreement as the starting point, the National Science Library of Chinese Academy of Sciences will be continuously strengthening the implementation of the open access policy of Chinese Academy of Sciences, as well as working to promote the transition towards open access with more partners.
Cost increases for some CAUL Member Institutions required to increase subscription access to full title list
Original research articles, Review articles, Case Reports, Brief Reports
Oxford University Press Consortium Subscription Agreement
Cost increase on institutional level, due to additional subscriptions. This new consortium agreement increased the number of journals subscribed from the previous individual collection of each university.
COSEC consortium / University of Ljubljana
Slight cost increase over typical inflation due to elimination of transfer title reconciliation and inclusion of acquired transfer titles without additional fees
Unlimited publishing permitted in hybrid journals
Cost increase for the library budget, not for the institutional
In the last year of the contract, 100% of the cost is for publishing OA articles. The first year, 50% read, 50% publish. The amount “Publish” grows, while the amount “Read” decreases along the contract period. The final balance in 5 years is 24% paid for reading and 76% paid for publishing.
Unlimited trough the entire Full collection, since a forced upgrade to Full collection was exercised for all members
Caused mainly by the forced upgrade to the Full collection
Original research articles, Review articles, Brief report, or case report
Publisher was supposed to transfer to SciPris soon, where the institutions should approve the articles of their authors. However, it is not yet done and the workflow is so far solely on the side of the publisher.
Any amount of the OA Article Allowance remaining, in the OA Account at the end of each calendar year of the Subscription Period will not rollover and will be forfeited
Estimate based on 2023 output including hybrid and fully OA articles
For renewing institutions, the total costs will be reduced by around 15%. For new joiners, the costs will be within the range of the previous spending level.
The agreement offers unlimited OA publishing in OUP’s hybrid titles. A 15% APC discount is available for articles in OUP’s fully OA journals. Journal flipping to OA mid-term will remain eligible.
OUP has recently moved to SciPris. FinELib will keep monitoring the workflow.
While not sustainable in the long term, this agreement, representing a reduction in total costs, is more sustainable than the previous one (2021-2023), the value of which decreased over time as a result of OUP journals flipping to OA during the agreement term. For this agreement, flipped journals will remain eligible. In contrast to the previous agreement, this agreement also includes fully OA journals through APC discount.
The agreement covers OUP’s hybrid journals. The allowance for 2021 is 248 OA articles, which makes up around 115% of the 2020 output. The allowance will increase gradually during the agreement term.
Although the agreement does not include unlimited publishing, the article allowance will increase gradually during the agreement term. In addition, any unused OA article allowance will rollover and be available throughout the subscription period, while the number of articles published in new journals added to the agreement will be added to the allowance.
Original research articles, Review articles, Proceedings, The number of eligible article types exceeds 300. The agreement is intended to cover peer-reviewed primary research articles, yet it is at the liberty of FinELib to approve any article types.
Monitored on regular basis together with OUP. The publisher is working towards workflow improvement.
The agreement allows read access to OUP’s full collection, while also allowing authors from participating institutions to publish Open Access in OUP’s hybrid journals at no additional charge. It transitions most Finland affiliated OUP articles towards Open Access.
72 is HEAL-Link’s article output in 2021
A cost increase from previous read and publish spending level due to the collection upgrade fee addition
Capped agreement. Article entitlements per contract year have been set. If the article entitlements are exceeded in any year, an author-pays route will follow.
Clear distinction between reading costs and OA publishing costs
The fixed amount of articles per year matches to the previous article output.
Up to 10% of annual OA allocation can be carried over between years of the agreement
OUP in the process of moving to a new system
Previous IReL agreements had been for an older fixed list of the OUP journal collection. Most of additional cost was from the move to the full collection required for a R&P agreement.
No risk sharing. From the agreement: “Any amount of the OA Article Allowance remaining in the OA Account at the end of the Subscription Period will not rollover and will be forfeited.”
Unused OA Article Allowance will roll over to following year. If Allowance is used up, institution will pay additional APCs for any further articles published.
Approximately 25 society owned titles are non-eligible for publishing, listed on page 27.
Oxford University Press (OUP) Read and Publish 2024-2025
For renewing institutions the cost increase varies from 2.85% to 4.0%. For new agreement joiners, the collection upgrade fee is 10-45% higher than previous read-only subscription expenditure.
This agreement has an unlimited publishing allowance for all corresponding authors at subscribing institutions
OUP has just implemented SciPris for licensing. Jisc will meet OUP quarterly to review publishing.
The agreement allows read access to the latest full collection or institutions can choose to remain on the 2023 collection. Moving to unlimited publishing guarantees open access publishing of research and review articles in hybrid and open access titles for the participating journal portfolio; therefore, facilitating a transitional route to open access for UK output where institutions participate.
OUP Full Collection Read & Publish Agreement 2021-2023
Total cost for 2021 is a reduction on prior spend
OUP will guarantee the open access publication of all original research and review articles for 2021 even if the allowance of articles is reached. 2021 will be considered a data gathering year when output can be assessed and institutions can make informed decisions about how to proceed for 2022 and 2023. Through a consultation process in 2021, members can either revert to the pre-agreed allowances for 2022 or pay a top-up fee to continue to receive guaranteed publication of all original research and review articles open access. This process will be repeated in 2022 for the 2023 allowance.
The agreement allows read access to the latest full collection and guaranteed open access publishing of research and review articles in hybrid and open access titles for the participating journal portfolio and will therefore allow for 100% transition to open access for UK output where institutions participate.
Capped agreement. If the payment by participating libraries exceeds a certain amount, the number of publication will be unlimited.
Original research articles, Review articles, Brief report, Case report
JUSTICE is an opt-in consortium and a party to contract with OUP is by each university.
Satisfactory, managing requests through OA Prepayment Account developed by OUP (pros: real time reporting; cons: one more system to use in managing OA agreements)
Many of smaller society-owned journals are not feasible for open access transformation
Growth in the number of participating institutions as well as licensed content
Publisher should make effort to make the process of publishing clear and easy to understand for researchers
The agreement involves a gradual shift from pre-payment to post-payment
Balanced risk sharing provided by maximum and minimum payment thresholds
A lot of eligible articles slip through and are not published OA
Consortium of 30 Polish academic institutions
OUP Consortium Subscription, Perpetual Access and Publishing Agreement
Consortium members allowed to choose whether to include the “new journal joiners” (NJJs) in their subscription or not. If NJJs included, increases are 8%; 7%, 6% for 2023, 2024, 2025 respectively; if not included, increase is fixed 2% p.a.
Minimal risk; uncapped publishing in hybrid journals and discount offered on APCs for gold OA journals
No distinction is made in the costs between access and publishing costs
This agreement allows read access to the full 2023 collection for all participants (irrespective of whether they choose to include new journal joiners or not) and uncapped open access publishing of articles in hybrid titles. Discounted APCs are still payable on articles published in fully open access titles.
OUP Full Collection Read & Publish 2021-2023 (SHEDL) Agreement
The agreement allows read access to the latest full collection and guaranteed open access publishing of research and review articles in hybrid and open access titles for the participating journal portfolio and will therefore allow for 100% transition to open access for SHEDL output where institutions participate.
Original research articles, Review articles, Case report, Brief report
Institutional Read and Publish Agreement
We did not have full access to journals before
OUP CONSORTIUM READ AND PUBLISH AGREEMENT
Maximum number of articles per year. Articles exceeding the cap will be published as Green OA.
Identifying eligible authors can be problematic and requires customer intervention and repair work
Given the quality of its articles, OUP has had a substantial impact on the transition
This was more than the subscription only agreement, but the costs are estimated to be in the range of the previous combined overall subscription and Open Access publishing spending level
The agreement allows a higher number of outputs to be published in comparison with previous years. In addition, each year the number of allowed outputs increases slightly, and any of the allowance that has not been used up on any given year can roll over and be used in the next year.
This agreement is beneficial to UKHSA because it allows for any article type to be published through the agreement in either fully open access or hybrid journals, and it will make publishing open access easier and more frictionless
This is the approximate number of corresponding author articles from the member institutions of this agreement
Previous subscription cost continues, but includes unlimited publishing
The cost of the agreement is based on the previous subscription cost. However, unlimited OA publishing is included. For future agreements the cost needs – to a much larger extent – to be reflected by the publishing activity.
The article cap is based on the average national output. There are no mechanisms for risk sharing installed.
Cost increase due to expansion of the reading access list
Original research articles, Review articles, Clinical research
It is a very simple and transparent model that allows for unlimited publishing in all BCS journals (incl. full OA) – thus preventing unwanted article migration from full OA journals to hybrid journals. The optional publishing surcharge per year is calculated according to the size of the participating institution (same tiering as for the subscription model) and thus the cost efficiency depends on each institution’s publication output. In future agreements, publication output will likely be the deciding factor in terms of price structure.
Biochemical Society Read and Publish Transformative Agreement
It’s a new agreement so it’s hard to tell at this point
We did not have a prior read only agreement
Original research articles, Review articles, Proceedings, Letters, Editorials, All article types that require a publishing charge
Price is entirely based on publishing output
Comparing to previous institutional subscription spend
Original research articles, Review articles, Proceedings, Letters, Editorials, All types are eligible
This agreement is comparatively new and in line with the Bibsam Consortium action plan, which encourages new read and publish agreement with smaller publishers. The price model is sustainable.
Biochemical Society Publish and Read Agreement
The 2020 PAR price is based on the 2019 subscription price PLUS the average OA spend across 2017-2018 for each member
Total fees paid to Portland Press are based on previous subscription payments across UC system, but expand access to all campuses. Throughout the agreement, the total base fee collected by Portland Press is within 2% of the total fees paid in the previous year.
No fixed OA publishing entitlements. Instead, the total cost, including reading fees, library support for OA publishing, and author contributions from grants where available, must stay within 2% of the previous year’s total spend. If the reading fee plus publishing fees end up lower than 2% below the previous year’s spend, the library makes up the difference; if those fees would be higher than 2% above the previous year’s spend, the library payments to the publisher stop.
Portion of total spend committed as a reading fee decreases in each year of the contract, from 40% to 20% to 10%
Authors are routed to CCC RightsLink for payment processing
This agreement is intended as a sustainable way to shift UC’s investment from paying for subscriptions to paying for OA publishing. The agreement achieves both of UC’s key goals for transformative open access journal agreements: controlling costs and providing for open access publishing in the full portfolio of Biochemical Society / Portland Press journals.
Read and Publish Agreement for Individual Institutions
The costs are now similar to the previous AT. Regarding the subscription prior to AT, there was a price increase.
Transformative License Agreement. Read & Publish Agreement
Reading is extended to the complete collection and becomes cross access for subscriber institutes
We have worked with other big publishers, but we want to offer equal support to others who may be smaller in volume, but of unquestionable scientific relevance
Portland Press Transformative Licence Agreement
Portland Press Transitional Read and Publish 2022
The agreement allows unlimited access to and open access publishing in the hybrid and open access titles for the full portfolio
Portland Press Transitional Agreement 2023
The agreement allows unlimited access to and open access publishing in the hybrid and open access titles for the full portfolio.
Portland Press Read & Publish Transitional Agreement 2024-2025
Portland Press all-inclusive ‘Read and Publish’ pilot agreement
Original research articles, Review articles, Proceedings, Letters, Editorials, Commentaries, Hypotheses
The agreement allows unlimited access to and open access publishing in the hybrid and open access titles for the full portfolio and will therefore allow for 100% transition to open access for UK output where institutions participate.
Only 1 out of the 8 members has entered the Read and Publish agreement at 2022. The total number of articles of the consortium is 5 per year on average.
Current subscription + 1 weighted avg APC, with 20% consortial discount
Original research articles, Review articles, Proceedings, Letters, Editorials, all article types
Transformative Licence Agreement. Read and Publish Agreement
Only 1 out of the 8 JULAC member libraries entered the Read and Publish agreement in 2022. One more library joined at 2023. The total number of articles of the consortium is 5 per year on average.
The Biochemical Society Read and Publish Transformative Agreement
Costs are based on subscription spend and OA APC spend
Uncapped OA publishing and a stable license fee provides balanced risk-sharing
Biochemical Society Read and Publish Agreement
With 2 published articles during the year, it has proved to be a good value for money and much less expensive than paying for the 2 articles separately
RCGP Read and Publish Transitional Agreement 2023-2024
All read costs have been waived for the agreement
Costs are based on previous publishing output
Costs are based on previous publishing output 2019-2021 and fixed for 2 years. There are no read fees associated with this agreement.
Open access for research articles is unlimited and expected to increase. The fee is fixed for 2 years regardless of output.
The agreement allows unlimited access to and open access publishing of research in both hybrid and open access titles. It will therefore allow for 100% transition to open access for UK research output where institutions participate.
n/a – IReL had no previous subscription-only agreements with the publisher
Uncapped OA publishing. No risk sharing if we publish less than expected.
Agreement offers unlimited OA publishing
Original research articles, rapid-communication; reply; translation
Royal Irish Academy Journals Read & Publish Agreement
Open access publishing is unlimited and is expected to increase. The fee is fixed for 2 years regardless of output.
The agreement covers the publisher’s 6 hybrid titles with unlimited open access publishing for corresponding authors. The fee is the subscription fee and is fixed for 2 years regardless of output.
Royal Irish Academy Journals Read and Publish Agreement 2023-2024
The agreement covers the publisher’s 6 hybrid titles with unlimited open access publishing for corresponding authors. The fee is fixed for 2 years regardless of output.
Royal Society of Chemistry Read & Publish
Agreement has unlimited publishing in hybrids, and optional individual prepay per institution for Gold OA
The price model has been adjusted to make publishing affect the individual prices more than the read fee
Fully OA journals are not included in the agreement. The consortium currently has approximately over 50 publications in publisher’s fully OA journals per year.
Current subscription spend would not cover the cost of publishing. A new flat “global” reading fee was introduced, causing very high price increases for small size members (with a previous very modest fee).
Unlimited number of OA publishing in hybrids are allowed
Gradually and slowly decreasing throughout the term. 2021: 40%.
Unsustainably high reading fees. 15% of publishing has not been made open due to author’s choice. Publisher did not agree to make OA mandatory. Actual number of published articles corresponds well with expected output. Submission system, access, customer service and reporting of statistics is working well.
RSC “Publish & Read” Transformative Agreement
National Science Library of Chinese Academy of Sciences
The cost of access accounts for about 80%
Numbers of articles in RSC hybrid journals
The number of articles included should guarantee the full coverage of potential articles during the term
Original research articles, Review articles, Letters, Analysis, Application, Chemistry Frontiers, Communication, Concise Article, Edge Article, Emerging Area Feature Article, Focus, Forum, Frontier, Highlight, Method, Mini-review, New Product Update, Opinion, Perspective, Synopsis, Technical Innovation, Technical Note, Tutorial Account, Tutorial Review, Viewpoint
The Publisher doesn’t have a dashboard for the management of the workflow; verifications follow the OA publication
This Agreement is sustainable and should guarantee the 100% coverage of potential needs of the corresponding authors of the subscribing institutions
The Publishing Fee allows unlimited OA publishing in all hybrid journals without charging further
Original research articles, Review articles, Communications
Publisher sends a monthly list of articles published under the agreement and also reports authors who have refused to publish in OA. The verification is usually correct, but we would also like to have a dashboard.
This is the third R&P deal with this publisher. Increase of 1.5%.
Unlimited OA publishing, no refunds in case of under-publishing (compared to estimated output), but this is unlikely to happen on a larger scale
No article type listed in agreement, assuming any type to be covered
PAR fee model, not easy to evaluate the share
So far: automatic workflow, no evidence about missed articles so far. Reporting via email.
This looks like a sustainable approach at this moment (from our perspective)
Agreement extendable by 1 year, only if reading fee decreases
Cost decreased because there are fewer Consortia Member Institutes in 2023 (in 2022: 5; in 2023: 4)
No information about risk sharing in the agreement
Exceeding or not reaching the allowed number of articles: No Quota
Royal Society of Chemistry Transformative Agreement
Original research articles, Review articles, Letters, Analysis, Application, Chemistry Frontiers, Communication, Concise Article, Critical Review, Edge Article, Emerging Area, Feature Article, Focus, Forum, Frontier, Highlight, Method, Mini-review, New Product Update, Opinion, Paper, Perspective, Synopsis, Technical Innovation, Technical Note, Tutorial Account, Tutorial Review, Viewpoint
Agreement covers the whole publishing output
Agreement costs within the range of the previous Read&Publish agreement
FinELib haven’t had any subscription-only agreement with the publisher so we do not have this information available
60 is HEAL-Link’s article output in 2022
A cost increase from previous read and publish spending level due to the inclusion of publishing in selective gold OA journals as an add-on option to the agreement
Capped agreement. Article entitlements per contract year have been set. If the article entitlements are exceeded in any year, an author-pays route will follow with a 15% APC discount.
HEAL-Link, Hellenic Academic Libraries Link
If the number of entitlements will be reached, a certain corridor has been defined in the contract in which a certain number of additional articles will be published with no extra cost. Publication beyond that corridor
Too early for a general assessment and comment.
The cost fully converted to the OA publishing fees and the access is also expanded to the Gold package
The number of APC tokens is lower than the expected output
No research dashboard. Only email notification is provided to the Library, such workflow is not ideal in tracing the publishing status.
No risk sharing. Fixed allocation of OA articles per year of the agreement.
Does not presently allow us to verify eligible authors upon article acceptance
While we desired a deal with unlimited OA publishing, this proved to be not feasible. The deal we reached is an affordable compromise giving us a limited OA allocation, while not requiring all members to subscribe to the full RSC journal collection.
Fixed OA publishing entitlements match anticipated output. Articles above entitlement will be published on the subscription side or the library will need to pay additional publishing costs to make them OA.
Agreement is sustainable. Read fee will possibly go down based on the number of articles RSC publishes on the OA side vs the subscription side.Overall, this is a good starter agreement with RSC. They were very easy to work with. Regular US sales reps understood the OA model and could answer questions about it.
Royal Society of Chemistry Read and Publish 2022-2024
This agreement consists of two parts: an unlimited Read and Publish (R&P) agreement and a capped Publish and Read (PAR) agreement.
The average increase across the whole consortium in year 1 is 3.4% while in years 2 and 3 it is 3%
Should the PAR article cap be exceeded a discounted APC rate is available
This agreement transitions a significant proportion of UK research publishing output towards open access, within the financial boundaries of previous subscription spend. The efficacy of the agreement will be reviewed by Jisc throughout its term.
The fees for the second and third year of the deal shall get adjusted based on the publishing output and the number of accepted articles from corresponding authors in subsequent years
The fees for the second and third year of the agreement shall get adjusted based on the publishing output and the number of accepted articles from corresponding authors in subsequent years
Reading fee is around 40%, calculated on annual basis
Positive: the publisher is very responsive and willing to cooperate; Negative: no dashboard yet and real time reporting.
We would like to have the total publishing portfolio with an unlimited number of APCs available and one fee covering both publishing and reading (not two separate fees, like in our existing license agreement)
The risk is not equally shared, it’s on the institutional side
We would like to see the inclusion of the total publishing portfolio
Reading Fee is calculated annually on a global basis
On a national level. Third transformative agreement with the Royal society of Chemistry in Austria.
Original research articles, Review articles, Letters, Editorials, e.g. Analysis
The Austrian Science Fund joined the consortium. We look forward to seeing the integration of the funding agency in the workflow.
Fees are fixed for the duration of the agreement. Any 2025-2028 annual fee increases are capped. Unlimited OA publishing is permitted for all participating institutions.
This cost-neutral agreement covers unlimited OA publishing as well as reading access (including perpetual rights to years subscribed) to RSC’s full journal package (RSC Gold). Negotiated license terms are robust for the reading component of the agreement. The publisher seems to have a smooth workflow in place for corresponding authors who are covered by the agreement. As RSC achieves a full transition to OA, it will be critical for the publisher to rightsize and ensure equity of participating institutions’ pricing thoughtfully and transparently over time.
Uncapped OA publishing publishing rights and predictable license fees provide balanced risk-sharing
The new agreement will cover the central invoicing of articles accepted for publication in fully OA journals of RSC
Former subscription spend cannot fully cover OA publishing costs, the price increase therefore reflects the stepwise alignment with our publishing output
The Publishing Fee allows unlimited OA publishing in all hybrid journals without charging further. In case of a massive decrease in publications, a fallback to a subscription only agreement can be negotiated for the following year.
Average article output for the years 2019-2022
Cost was below an inflationary increase on 2023 reading fees. No cost based on prior publishing spend is included. All our subscribing members have reading privileges across all RCS journals and unlimited publishing privileges in all hybrid and gold open access journals.
The agreement removed the publishing cap and waived Article Processing Charges (APCs) for new Gold journals until mid-2024, enabling researchers to publish open access across various journals
Cost increase in relation to previous subscription-only agreement, but estimated actually as cost-neutral in terms of “total cost of publication” in previous years
For fully gold journals a 15% APC discount is applied
The costs for this TA agreement are estimated as acceptable for all consortium members as the license covers an unlimited number of vouchers for OA publications by corresponding authors from the consortium
The agreement actually offers an unlimited number of open access publications in RSC journals and its partner society hybrid journals, therefore fully covers the expected annual number of publications
For fully gold journals a 15% APC discount has been agreed , therefore publication in gold journals will result in additional APC costs on top of the contract value
Only administrators from individual consortium members can access the approval platform, there is no consortium level access, monitoring of article production is therefore more difficult, as is the assistance to authors and administrators
The costs of this agreement are estimated as acceptable to all consortium members as the license covers an unlimited number of vouchers for OA publications by corresponding authors from the consortium
For fully gold journals a 15% APC discount has been agreed, therefore publication in gold journals will result in additional APC costs on top of the contract value
University of Ljubljana (Slovenian Consortium CTK)
In case of exceeding the agreed article output a 15% APC discount is applied to any additional OA publication in hybrid journals (for fully gold journals a 15% APC discount is applied).
This is a pilot OA license, the costs were estimated as acceptable for the duration of the current contract.
Cost increase compared to previous Read & Publish Agreement due to inclusion of Gold OA journals
The financial risk for participating institutions is minimal because a) the agreement allows for unlimited publishing, and b) the annual fee is fixed for the contract term. In addition, a “mid-term-review” has been agreed in which consortium leader may terminate the agreement in case the “equivalent article cost” exceeds the usual price range for the industry in Germany.
Financing significantly shifts from access cost to OA publishing over the course of the agreement term (4 years). However, a part of the annual fee remains to be attributed to access (read fee / base fee).
The aim of this agreement is to bridge the gap from 2024 to 2028 when the RSC plans to transition all its fully owned journals to Open Access. Over the next four years, this agreement will assist all parties, including non-publishing institutions, to move from the current hybrid model (“Read & Publish”) to a fully Open Access model in a sustainable and equitable manner. With the entire portfolio (including Gold OA journals) covered for the first time, this deal also allows authors to choose their RSC publication venue irrespective of financial considerations. For the TIB Consortium, this is the first “truly transformative” agreement, as it as a clear flipping commitment at its end.
The price development is very different for the individual participants. There are significant price increases for small institutions due to a high reading fee and also for institutions with a large article output.
The costs of the reading fee and the publishing fee are calculated independently of earlier subscriptions
There is no fixed number of articles. The publication fee, which is based on the article output two years ago, covers all articles published by corresponding authors in the license year.
The calculation of the reading fee itself is transparent and takes global developments into account. Due to the increase in publication volume from year to year, the reading fee is not expected to decrease significantly. This results in an overall annual increase in costs.
Reading fee is quite a large share of overall costs.
There is no fixed number of articles. The publication fee which is based on the article output two years ago covers all articles published by corresponding authors in the license year.
Practical implementation is ok, author identification and monitoring work well.
All in all, this is a very transparent and transformative Open Access agreement. The model for calculating the reading fee is also transparent and takes global developments into account. However, the reading fee itself is far too high and prevents smaller institutions from switching to the Read & Publish model. This is an important starting point for future negotiations.
The publishing output is too low to assess the workflow for the time being
Original research articles, Review articles, Letters, (see agreement 8.14)
For this period several options are valid
Agreement allows for unlimited publishing within set price
RSC Electronic Access and Read & Publish Agreement
Original research articles, Review articles, Communication
Too early for a general assessment and comment
First consortium agreement. Added content compared to previous individual agreements.
Original research articles, Review articles, All article types covered
The number of oa publishing entitlements matched the number of expected publications and was above the number of articles that were in fact relevant for calculating the publishing fee. If the number of entitlements would have been reached, additional publishing fees would have been charged for each additional article. In the case of not reaching the agreed number of publications at all, a fall back subscription only fee was contracted.
The agreement provided a good framework for a stepwise cost alignment with our actual publishing numbers. In addition, reading related cost components were insignificant which is the right approach for transformative agreements.
Our former read and publish agreement nearly fully converted subscription fees to publishing fees. However, this agreement reintroduced a substantial reading fee.
Each publication beyond our publishing allowance will have to be paid extra (no corridor). If the number of expected publications will not hold true at all (meaning there was a massive decrease in publications due to whatsoever reasons), a fallback to a subscription only agreement can be negotiated for the following year.
In general, RSC’s approach to the oa transition has been very promising, and they have started very early to experiment and to search for ways of transitioning their business (Gold for Gold). When looking at RSC’s hybrid pricing, they also offer a reasonable value for money (
RSNA Journals Read ad Publish Transitional Agreement 2023-2024
Original research articles, Review articles, Technical developments
The agreement allows unlimited read access and open access publishing of research articles. The price is fixed for the duration of the 2 year term, regardless of output. The pricing mechanism will need to be adjusted at the end of this agreement term to take into account published output.
RSNA Journals Read and Publish 2021-2022
Original research articles, Technical developments
The agreement allows unlimited read access and open access publishing of research articles. The price is based on current spend and fixed for the duration of the 2 year term, regardless of output. The pricing mechanism will need to be adjusted at the end of this agreement term to take into account published output.
No publications by our researchers previously. Since we didn’t pay any extra for publishing there’s no risk.
Original research articles, Review articles, Technical Developments, Erratum
If there will be OA publications from us this year it remains to be seen what the effect would be on pricing
Rockefeller University Press Read and Publish. Open Access Journals License Agreement
Access and publishing is extended to the entire CSIC. Previously only 2 journals subscribed for 15 centers.
Rockefeller University Press Read & Publish agreement
Rockefeller University Press – Read & Publish agreement
The agreement allows unlimited access to and open access publishing in 3 of RUP’s hybrid titles. The price is based on current spend and fixed for the duration of the 3 year agreement
Rockefeller University Press Read and Publish 2022-2023
The agreement allows unlimited access to and open access publishing in the society’s hybrid titles. The price is based on current spend and publishing output.
Rockefeller University Press Read & Publish 2024-2025
The agreement allows unlimited access to and open access publishing in the society’s hybrid titles. The price is based on current spend and publishing output. There is a minimal increase in the publish fee for Year 2.
Rockefeller University Press Read & Publish pilot agreement
Open access published output is unlimited and this is expected to increase as previously paywalled articles are converted to OA. The fee is fixed for 2 years regardless of output.
The agreement allows unlimited access to and open access publishing in the society’s hybrid titles. The price is based on current spend and fixed for the duration of the 2 year pilot, regardless of output. The pricing mechanism will need to be adjusted after the pilot phase to take into account published output.
Rockefeller University Press Read & Publish
Balanced risk sharing provided by maximum and minimum payment thresholds in case of unexpected fluctuation in the publishing output
Original research articles, Reports, tools
Transformative Journals Licence Agreement Rockefeller University Press Read & Publish
There is no limit on the number of articles that may be published open access during the license
In addition to regular account statements, RUP will provide MSU with biannual reports of the total number of articles published in conformity with the agreement
Yes, this is sustainable with regards to costs and operations. Very easy to implement and working with RUP.
Original research articles, Brief Definitive Report, Communication, Hypothesis, Methods & Approaches, Report, Spotlight, Technical Advances & Resources, Tools
Rockefeller University Press Read and Publish Agreement
The agreement allows unlimited access to and open access publishing in RUP’s 3 hybrid titles. The price is based on current spend and with a 1,5% price increase per year.
Easy as far as we have seen, but we have not made a thorough evaluation as per questions formulated in your workflow assessment
Open Access Journals License Agreement Rockefeller University Press Read-and-Publish
University of Texas Southwestern Medical Center
There is no limit to the number of articles that may be published Open Access
Prior year’s subscription costs were used as the base fee, and a “publish top up” fee was added for the read-and-publish agreement to cover a portion of expected article processing charges
Regular account statements will be provided. In addition, administrative access to the publishing system was provided to allow regular review of the current status of submitted articles, and content may be downloaded as needed.
Yes, this is sustainable with regards to costs and operations. Implementation was completed quickly, and working with RUP has been very beneficial and easy.
540 publications in hybrid journals; 90 publications in Gold OA journals
Subscription and publishing fee is not defined, unlimited hybrid publishing is included in the total fee
Unlimited publishing in hybrid journals included
Original research articles, Review articles, Brief communications, short reports and case reports
SAGE has launched a new system called SOAP in the beginning of 2020, initially handling hybrid articles. Gold articles will also go through this workflow later in 2020.
It is not required that librarians verify articles to be eligible, but participating organizations can chose to do so if they want to.
Original research articles, Review articles, Brief Communications, Short Reports, Case Reports
Based on weighted average for three full years prior to start of agreement (2018-20)
Costs based on previous year’s systemwide license, local subscriptions, and known APC spend
No fixed OA publishing entitlements. Instead, the total cost, including library support for OA publishing, and author contributions from grants where available, must stay within a given range of the previous year’s total spend. If the plus publishing fees end up lower than 3% below the previous year’s spend, the library makes up the difference; if those fees would be higher than 4.87% above the previous year’s spend, the library payments to the publisher stop.
Workflow implemented within SAGE’s homegrown system
This agreement is particularly important to the University of California community in that it creates significant opportunities for OA publishing particularly in the social sciences, a discipline where SAGE’s portfolio is strong but which has not historically had comparable opportunities for OA publishing as STM subject areas.
Paying for subscription only; Unlimited hybrid publishing is included in total fee.
Unlimited OA publishing in hybrid journals
2019 Total Article Output was 2261 (1862 subscription, 149 hybrid OA, 353 gold OA)
First year of contract is equal to 2020 subscription spend, +3% for year two, +3% for year three (not taking into account dollars saved on “APCs in the wild”)
No publication cap for the three-year term of the agreement; publication output will be examined upon re-negotiation for 2024.
Original research articles, Review articles, Short Reports, Case Reports, Brief Communications
The agreement does not currently differentiate between access-related and publishing-related costs
No delineation between read and publish costs
Projection based on publication data from 2022
Price increase in agreement due to inclusion of unlimited Gold publishing
Subscription and publishing fee is not defined, unlimited hybrid & gold publishing is included in the total fee
Unlimited publications in Hybrid Journals which are included in SAGE Premier and unlimited articles in Gold Open Access Journals. If the number of Articles published in Gold Open Access Journals under this Agreement increases or decreases by 15% or more compared to the previous year’s number of Articles published, the fees are subject to renegotiation.
Projection based on publication data from the first half of 2021
Unlimited publications in Hybrid Journals which are included in SAGE Premier
Cost increase associated with an upgrade to the full journal collection (Sage Premier)
Unlimited publishing in hybrid journals included.
Original research articles, Review articles, Brief communications, Short reports and Case reports
100% of hybrid journal articles will be covered OA. Gold APCs are discounted 20%.
In the future we need to secure that the costs correspond to the publishing output
Agreement allows unlimited OA publishing in SAGE’s hybrid journals. For SAGE’s fully OA (Gold) journals, a 20% discount on the APC will apply
There is no mechanism as to how subscription fees will be transitioned to the value of the average publishing output
German Academic Consortium, 133 participants, administered by Bayerische Staatsbibliothek
German Academic Consortium, 154 participants, administered by Bayerische Staatsbibliothek
This agreement allows for unlimited hybrid OA publishing, discounted gold OA publishing, and increased read access for moderate price increases for most institutions.
Most of extra cost from move to 2021 Premier title list. Previously IReL had been on a smaller, fixed list.
Agreement allows unlimited OA publishing in SAGE Premier journals
Fixed fees covering uncapped publishing in hybrid journals. There is no provision to adjust fees if publication levels rise or drop.
Original research articles, Review articles, Brief report, Case report, Collection
Read access and publishing fees are not defined, unlimited hybrid OA publishing included in the total fee
Original research articles, Review articles, Brief communications, short reports and case studies
Read access and publishing fees are not defined, unlimited hybrid OA publishing included in the total fee.
SAGE Open Access Portal (SOAP) was implemented by the publisher in early 2020 to manage hybrid articles. Gold articles implemented into SOAP as of June 2020. Gold APCs are discounted by 20%.
Discounted APCs affect the total value of the deal indirectly
Agreement does not distinguish between read and publish fees (one license fee); unlimited publishing in hybrid OA journals. For Gold OA articles a 10% discount in 2023, 15% discount in 2024 and 20% discount in 2025 is agreed.
No mechanisms for risk sharing have been agreed due to the agreement covering an unlimited amount of (hybrid) articles
Original research articles, Review articles, Brief Communications, Short Reports, Case Reports and other types
In a small number of cases articles for which OA has been approved are first published closed and only made OA after some (sometimes significant) delay. This is exacerbated by the fact that in these cases misleading information is being provided to the authors.
The agreement (in place since 2019) has mostly worked well. The fact that the contract has been made R&P in 2023 and no longer entails invoicing is a big step forward.
Agreement is unlimited during term for eligible journals (98% of titles)
Average annual corresponding author publications over six years (2014-2019)
Small annual increases in line with previous increases under the read-only agreements in previous years
Agreement allows unlimited hybrid OA publishing in SAGE Premier journals. Gold OA publishing is not included but has a minimum 20% discount on APCs.
Original research articles, Review articles, Brief communications, Short Reports, Case Reports
Agreement will assist in the transition to open access. It is too soon to tell which elements and/or mechanisms will need to be adjusted in the future.
SAGE Journals SHEDL Read and Publish 2020-2022
Based on 2018 publishing output. Uncapped OA publishing in hybrid.
Sage Journals SHEDL Read and Publish 2023-24
Original research articles, Review articles, Case report, Brief report, Brief communication
There is no maximum to the article output
Sage is clearly trying to accommodate our aspirations. It remains a challenge to incorporate the many Full OA journals which are covered by 20% discount on the APC. Talks on this subject continue.
3,5% yearly price increase. All institutions upgrade to 2019 collection
Previous subscription cost continue, but include unlimited publishing
The agreement includes unlimited publishing
The cost is now 100% based on previous subscription cost, and in the next contract period this will be an important element to look at.
SAGE Publications Agreement Intermediary Services Content
There is not a fixed maximum number of articles
Original research articles, Review articles, Letters, Brief Communications, Continuing Education, Case Reports
Publisher introduces new workflow in 2020
Sage is committed to making all Dutch articles available in Open Access. Discussions are ongoing for incorporating Full OA journals in future (now only discounted APC).
– Packages with a fixed amount of articles have been purchased; numbers were based on average publication figures from previous years plus expected growth rates
Original research articles, Review articles, BriefCommunication – Short article submitted for rapid publication that exhibits the same structure as a standard article. ContinuingEducation – Article forming integral part of further education (usually medical).
Publishing corridor: if the participating organisations publish 5% less than predicted, the publisher will refund the consortium an agreed amount. If the participating organisations publish 5% more than predicted, organisations will pay list price per article.
The agreement achieves 1) a vast increase in OA publications, 2) control over expenditure for publishing, 3) paying for publishing, rather than reading, and 4) a great ease of the administrative burden on researchers.
The increase fixed for 2024 is higher than in the previous years, but subject to renegotiation during 2023
We expect to reach the annual fixed number of articles included in the Agreement; eventual additional articles can be purchased at a reduced rate
Reading fee value is between 11% of the first year fee and 8% of the last year fee
Publishing corridor: No extra costs if institutions publish 2% more than the article base. No refund if less than the article base is published.
Original research articles, Review articles, Brief Communication, Continuing Education
Read access accounts for about 21% of the total costs
+-5% threshold for over- and underpublishing. Scenarios described in the agreement:
Increase partially due to a larger journals collection compared to previous agreement
Original research articles, Review articles, Brief communications and continuing education articles also covered
Based on the modelling of current and projected publishing patterns, we believe the caps will cover all articles published by UK institutions. However, we will continue to monitor this closely on a month to month basis. If the total number of allotted articles is exhausted within the relevant period, institutions will either need to pay Springer additional APCs, or notify the publisher that they no longer wish to publish open access.
On a national level. Second transformative agreement with Springer Nature in Austria.
Total sum consisting of reading and publishing fee
Original research articles, Review articles, Review Paper, Brief Communication, Continuing Education
Growth in the number of participating institutions/licensed content
More information can be found in ESAC’s Springer Nature Fact Sheet:
If the number of Eligible Articles published in a certain year of the Term is below 95% of the value of the Compact Fee Part 2 (“Underpublishing”), Springer will refund QNL the Compact Fee Part 2 paid to Licensor which correlates to the Underpublishing. For the calculation of such refund, Licensor will a) calculate the overall number of articles covered by the Compact Fee Part 2 and b) calculate the Underpublishing corridor (95% of the number of articles covered by the Compact Fee Part 2), and will pro rata refund the Compact Fee Part 2 to the extent the Underpublishing is below 95% of the Compact Fee Part 2.
Our first year of the agreement was not as successful as we had hoped, we published 69 out of 99 agreed articles. Unfortunately, 30 articles were unused. We have the corridor clause in the agreement, and we have opted in for the reimbursement, which we have received from SN. Things started to look up during our second year. Authors became more encouraged to publish open access. This is evident in the number of submissions which we have received. The number of articles which we have funded almost doubled during the second year of the agreement. We have hit agreed number of articles by the end of November.
A small increase in first year, then price increase in line with previous agreement
A corridor is enabled allowing for 4,6% overpublishing before APC payment is activated, and if publishing below corridor we will be refunded.
The agreement started 1. Jan 2020, and so far implementation is OK – but, too early to assess.
The agreement transform 100% of Norway’s published articles to open access. However, for future agreements the costs should be 100% related to publishing.
There is a cap to the maximum number of articles to be published. The risk is entirely on the side of the consortium.
This agreement does not cover Nature journals.
Society for Neuroscience Read & Publish Transitional Agreement 2024
Jisc and the publisher will assess the sustainability of this agreement during the agreement term
Society for Neuroscience Read & Publish Transitional Agreement 2023
Publishing is unlimited for this agreement
This is a one year pilot and includes uncapped open access publishing. Jisc will assess its sustainability at the end of the agreement term.
Approximate number of articles with corresponding authors from the Swedish universities that publish in Nature and Nature Research journals
In case of under-publishing, the remaining articles will be transferred to the following calendar year. In case of over-publishing, institutions may choose to pay the list price APC for additional articles and/or use articles from the total article base (article pooling), provided that the agreement has been renewed for the following year.
The first year of the agreement is considered a pilot. The publication output will be closely monitored and the terms of the agreement will be discussed with the publisher before renewal.
Springer Compact; Fully Open Access Publishing
About 1550 hybrid articles (Compact) and about 1650 gold OA articles (Fully OA Publishing)
Cost decrease compared to previous Springer Compact agreement
Publication corridor +/-5%: if participating institutions publish more than 5% below the article base, the publisher will refund the consortium the difference between the minimum threshold and articles published (multiplied by the agreed APC rates). If the participating institutions publish more than 5% above the article base, participating institutions may choose to pay the standard list price APC for the respective journal.
Since the publisher’s identification of eligible authors/articles works very well and OA publishing is mandatory for affiliated authors, the opt out-rate is in principle zero
The third Compact agreement now includes all Springer Nature hybrid journals and an article base better dimensioned to match the expected publication output. Compared to the previous Compact agreement and single subscriptions to journals that were not previously included, the new agreement means both cost savings and better control over expenditure for publishing. Together with the second fully OA publishing agreement (included in the same license), most Swedish research articles are now published open access with Springer Nature.
Capped agreement on Springer, Adis, Palgrave, and Academic Journals on Nature.com imprints only
Our access fees depend on the OA publication rate in these journals – could be as high as about 20%, but could be as low as $0.
The agreement features two primary risk-control mechanisms:
Access costs can be reduced depending on OA publishing uptake (higher uptake generally means lower access costs), with the total cost reaching $0 above a predefined threshold.
Among 80-90% of the total expected academic papers will be converted during the three years
Over the next three years, the transformative agreements signed will enable the conversion of among the 80 to 90% of the scientific articles published under the subscription model at Springer Nature.
CRUE-CSIC Alliance agreement Springer Nature
Annual price increase based on inflation
Publishing corridor: No extra costs if institutions publish 3%/3.5%/4% (Year 1/2/3 of the agreement) more than the article base. No refund if less than the article base is published.
Read access accounts for about 16% of the total costs
As in the previous agreement, authors can publish open access in hybrid journals, with increasing article quota taking into account the growing number of publications
Anticipated article coverage 50% in first year, 55% in second year and 60% in last year of the agreement. Possibility of a “Top Up APC Fund” upon agreement if institutions publish more than the article base. No refund if less than the article base is published.
Read access accounts for about 30% of the total costs
Authors can publish open access in all hybrid Nature Research journals, although only a limited number of articles is available
Compromise – affordable price increase, however not 100% coverage
Roll over possible (the APC value for the given year). Additional APCs can be purchased before the end of a subscription period each year.
The Springer Article Approval Services dashboard runs smoothly, however a real time reporting is missing and would be appreciated
Estimated output of German corresponding authors in hybrid (~9500) and fully open access (~4500) journals published by Springer Nature covered by the DEAL agreement
Reduction of PAR fees and payments for non-research articles
Under the new agreement, no pre-payment is made to the publisher. By adopting a post-payment model, the risks of unexpected fluctuations in publishing output are shared equally between the parties.
Original research articles, Review articles, Letters, Brief Communication, Editorial Notes, Book Reviews, Reports
In addition to reducing costs, the new agreement provides for several incremental improvements in publishing services and open access workflows. More information is available at
Number refers to number of articles in (hybrid) subscription journals
Subscriptions fully converted to OA publishing fees
The expected research article output of 9500 in 2020 is based on significant analysis of publishing trends of German corresponding authors and, multiplied by the PAR fee constitutes the reference value for the contract.
Original research articles, Review articles, Letters, Editorial Notes, Book Reviews, Letters, Reports
Original research articles, Review articles, Brief Communication; Continuing Education
31% for all Springer and Nature journals, 11% for counting only Springer titles
31% for all Springer and Nature journals, 18% for counting only Springer titles
Reading share decreasing throughout the 3 years
Added Academic and Palgrave journals for reading and publishing
It is estimated that the fixed number will cover total article output
Original research articles, Analysis, Letter, Brief communication, Registered report, Resource, Technical report
Federal Science Libraries Network (FSLN)
We expect to reach the annual fixed number of articles included in the Agreement. We have the option to pay a top up should we exceed the maximum number of articles.
Nature Publish and Read Framework Agreement
German academic consortium, administered by Max Planck Digital Library
Approximate number of articles with German corresponding authors in Nature Research journals. The number of eligible articles under the agreement is dependent on the uptake and is expected to be around 200 in 2021.
The overall increases are in-line with the previous subscription expenditure, follow the German publishing output, and provide full reading access to all Nature-branded subscription titles
65% of the total license fees are converted to support OA publishing the form of tokens (credits). The number of tokens are expected to cover the annual research output of the participating institutions.
The Framework Agreement is the first transformative agreement for Nature Research Journals. It facilitates a smooth transition to OA for highly selective titles by using largely existing funds.
505 is the average number of published articles under a Fully Open Access and a Hybrid journal publishing model across the Springer Nature portfolio between 2018 until 2021
Increase partially due to a larger journals collection (Nature journals) compared to previous agreement
Capped agreement. The established APC Fund is based on a mutually agreed APC Rate (“Agreed APC Rate”) and the Article Base, which represents the expected article output of HEAL-Link’s members during a respective calendar year of the term, based on previous year’s output.
The reading and publishing fee are clearly defined each year (reading fee is much lower to publishing fee)
It is the first RAP agreement with Springer Nature
Cost includes expansion of access to include Nature academic titles and Palgrave titles
No risk sharing: OA funds cannot be carried over between years during the term
Original research articles, Review articles, Brief Communications, Continuing Education articles
Springer Nature Read and Publish Agreement 2023-2025
Unlimited open access publishing is included for Springer journals but a cap is applied for Nature Research journals. The cap is 401 articles in year one but this is subject to change as more members join or add additional titles. The figure above does not include publications in fully open access journals.
Should the cap in Nature Research journals be exceeded, manuscripts can be shared immediately on publication via CC-BY license
The agreement results in real term cost savings for institutions and provides open access publishing in Nature Research titles for the first time. However, UK institutions expressed reservations about the agreement overall, particularly around the lack of transparency on costs in Nature Research journals.
Capped agreement. The number of eligible articles (article base) can be rolled over to the next calendar year, but it will expire at the end of the license term. If the article entitlements are exceeded in the license term, discounted APC can be available.
Original paper, review paper, brief communication, continuing education
Author will be charged APC exceeding output
This agreement does not cover Nature journals
On a national level. Extension to the second transformative agreement with Springer Nature in Austria.
Springer Compact Read and Publish Agreement
We expect the number of APCs to be sufficient. The risk lies with the Licensee.
Original Paper, Review Paper, Brief Communication, Continuing Education
We believe that the article entitlement cap will cover all articles published by MALMAD members but this will be closely monitored. The cap has a 10% extra entitlement (a “corridor”). If the cap, including the “corridor”, is exceeded in a calendar year, the consortium may, if it wishes, add additional funds to increase the entitlement.
Seven institutions collectively share one pot of OA credits to be used with hybrid journals
If, at the end of a calendar year of the Term, the actual number of Eligible Articles published is below the Contracted Number of Articles less 5% (the Lower Corridor), Licensor will refund the Customer an amount equal to the difference between the Lower Corridor and the actual number of Eligible Articles published, multiplied by the Contracted APC for the relevant year
Articles are approved automatically via email addresses/domains with minimal work required by library staff
This is a significant agreement that includes seven of the largest research institutions in the United States. The agreement is sustainable with cost neutral pricing and minimal work required by libraries but it is too early to assess the full impact. In the future it would be desirable to include fully open journals.
Overpublishing allowed up to certain % level
Tohoku University, The University of Tokyo, Tokyo Institute of Technology, Yokohama National University, University of Fukui, Osaka University, Kobe University, Okayama University, Waseda University, Tokyo University of Science
Average articles published behind the paywall in hybrid journals over 4 years (2018-2022)
The Nature Research journals have been excluded from the agreement. A separate read-only agreement has been signed for these titles.
We believe that the article entitlement cap will cover all articles published by SANLiC members but this will be closely monitored. The cap has a 10% extra entitlement (a “corridor”). If the cap, including the “corridor”, is exceeded in a calendar year, the consortium may, if it wishes, add additional funds to increase the entitlement.
Original research articles, Review articles, Brief communications, Continuing Education
This agreement will increase South Africa’s contribution to the overall open access transition. It will be closely monitored to assess its sustainability and to see what adjustments would have to be made in future.
Original research articles, Review articles, Brief communication
293 articles in the Journals each Year of the terms of the Agreement, remaining articles do carry over Year to Year
The Springer Article Approval Services dashboard runs smoothly and without any major problems
The number of eligible publications is increasing every year; it is expected that in 2024 about 95% of the estimated output (eligible article types) could be covered
Two reasons: – the rates for reading access of previouosly agreeed read only licence were lower than the “normal” rates, and – the inclusion of publishing rights has added to the overall cost.
If the Article Entitlement is exceeded in any year, then the author-pays route with an APC payment will apply. The agreement does not include refunds for unused articles and does not allow for a roll over to the following year.
After a few workshops and a number of articles already being accepted/approved our first impressions are very good!
We consider this agreement sustainable with regards to overall costs and reduced workflow for the authors
1. The number of OA publications targets only Springer’s Hybrid journals
Article entitlements per year have been set, and no discount is available if entitlements are exceeded.
Original research articles, Review articles, Brief communication, Continuing education
There is a yearly cap to the maximum number of articles to be published. The risk is entirely on the side of the consortium. We anticipate that the cap will be reached before the end of each year.
The agreement covers an unlimited number of articles
The agreement is exemplary in terms of equal treatment of articles in hybrid journals and fully open access journals
JUSTICE is an opt-in consortium and a party to a contract with SPIE is each university.
Subscription Fee includes unlimited OA publishing rights
2% annual price increase on previous spending level
Fees include unlimited OA publishing rights
A transition of the costs is difficult to implement due to the product type (database with proceedings and journals)
In terms of its cost structure the agreement is advantageous, but the number of articles actually published under the deal is quite low. It would be desirable if OA publication services for the conference proceedings, which are part of the database, would be included as well.
The agreement covers an unlimited number of articles.
A transition of the costs is difficult to implement due to the initial conditions (database with proceedings and journals).
SPIE Digital Library Read and Publish Agreement
Taylor & Francis Read & Publish Agreement
Please note that fully OA journals are not covered by the deal
It has always been clear that we will exceed the number of articles paid via the agreement. In the event of the publication cap being reached, there is no obligation to fund additional articles. Each organisation may choose whether they will continue to fund additional articles over and above the cap number or not. In case of continued funding, each organisation will only cover articles by their affiliated corresponding authors. A 10% discount will be applied to the APC.
This would seem to be one of the better implementations that exist for the time being. Some aspects may be seen as “deficient” and there are issues with the T&F dashboard, etc. Clearly this is a work in progress, but we have to work with the publisher to improve the process.
It is a sustainable model and leads to a substantial increase in the number of articles that become available via Open Access. A cause for concern is the lack of PTA, and it is clear that the publisher sees this as an additional (major) source of future income.
Article allocation (hybrid journals) and Gold APC Fund (amount allocated for fully OA journals) matched to cover 100% of estimated publishing output.
Workflow for administrators ok, but there is a lack of customization regarding how CC license options are presented to authors and which option is default within the agreement
From start (2018), the agreement has transitioned a significant proportion of Swedish publishing output in T&F journals towards open access
Number is for all publishing in 2021. Cap amounts for OA agreements are lower
Price increase is slightly above normal subscription increases
Minimal risk due to only moderate increases in pricing above previous subscription amounts. Potential perceived risk if publishing is less that agreement cap amounts.
Original research articles, Review articles, Editorials, Report, Short Communication, Case Report, Note, Guest Editorial
Journals Institutional Open Access Read & Publish Agreement
About 44% of the total expected academic papers will be converted during the three years.
Over the next three years, the transformative agreements signed with Taylor & Francis will enable the conversion of approximately 27% of the scientific articles published under the subscription model at Taylor & Francis.
Cost increase due to more institutions having access to more collections
Cost increase because more institutions have access to more collections
Cost increase because 9 more institutions have access to more collections
Although the subscription period is September-December 2020, we can convert to open access an agreed number of eligible articles that were accepted for publishing (or were already published) in entire 2020, thus ensuring the number of OA articles covered by the agreement is reached.
Taylor & Francis Journals Read & Publish
Publication cap scaling up from 260 in 2021 to 450 in 2023
Read access declines from 74% to 54% over the course of the agreement
Original research articles, Review articles, Report
The cost is considered too high compared to the production of articles: only 36 articles are published each year (30 hybrids, 6 complete OAs)
From bibliometric analysis we anticipate something around 150, this was also in a approximate agreement with numbers estimated by the publisher. Transition (increasing share of Publish part) – number of eligible tokens: 75 tokens for 2021, 150 tokens for 2022.
Small possible roll-over agreed (up to 8 articles for 2021-2022, 15 articles for 2022-2023). OA publishing above the Publication Cap is not mandatory, but 10% discount on APC for eventual articles above Publication Cap.
Original research articles, Review articles, Editorials, Report; Short Communication; Case Report; Note; Guest Editorial
There is a transition: in 2021 the share of Publish is less then 50%, in 2022 it is more than 50%.
We are using the TF dashboard. There are some initial glitches and bugs, however the overall impression is that after fine tuning this will be a quite comfortable and usable system.
For us, a big step forward. We had to sacrifice a certain part of perpetual access rights, but we’ve found some reasonable compromise with the publisher for this.
From bibliometric analysis, we anticipate something around 150-200.
The total agreement value has grown, however there is considerable number of newcomers in the consortium
Underpublishing: Small possible roll-over agreed (up to 14 articles for 2024, 14 articles for 2025).
Some minor issues with the Research Dashboard, otherwise OK.
The total cost decreased because there are fewer Consortium Member Institutions in 2023 (in 2019: 19; in 2023: 8)
Original research articles, Review articles, Report, Short Communication, Case Report, Note, Guest Editorial
Issues with Research Dashboard and notification emails
Article output is excluding full OA and Medical titles
Fixed OA publishing amount would cover the anticipated article output. In case of unused article quota, it is possible to move a small amount of quota to the following agreement year, or to open otherwise ineligible articles
Approximately 75% of articles will be covered OA
If the OA articles designated for a certain year are not used completely they can be rolled over to the next year
Original research articles, Review articles, Editorials, Report, Short Communication, Case Report, Note
We need to get 100 % open access in the future
Institutional License Open Access Read & Publish Agreement
In the traditional subscription model, perpetual access is included. Under this TA agreement, additional cost is needed to retain the perpetual access.
The number of APC tokens is lower than the expected output. A certain percentage of unused quota can be brought forward to next year.
It is a Read and Publish Agreement. Each year T&F will split the cost and the Publish portion will grow over a year.
HKBU does not subscribe to all T&F journals but APC in this agreement covers both subscribed and non-subscribed hybrid journals. APC cannot be used in Gold OA journals and this is a drawback of this TA.
Taylor and Francis Read and Publish Agreement
The OA publishing fund is limited. We project it will cover an estimated 50% to 70% of our publications.
No risk sharing: OA funds cannot be carried over between calendar years of the agreement
Original research articles, Review articles, also: Report, Short Communication, Case Report, Guest Editorial
Original research articles, Review articles, Editorials, Full list of eligible article types: Article, Review, Research Article, Review Article, Report, Short Communication, Case Report, Note, Original Article, Guest Editorial
Historically IReL has only licensed T&F’s SSH and Medical collections (not the Science collection). This continues into IReL’s 2021-2023 and 2024-2026 TAs, where we can we do not have read access to the Science hybrids, but they are eligible or OA publishing. This limits our ability to transition to OA with this publisher. We project that the currently agreement will cover only an estimated 60-70% of our output.
Taylor & Francis Read and Publish agreement 2021-23
The article allocation in Year 1 (2021) covers 100% of publishing output from 2019
The agreement is costed using subscription spend only, with no publishing spend factored in. It is based on a 0% fee increase on the previous year’s (2020) subscription spend.
A 20% discount is available for APCs accepted after the cap is reached
T&F have an internally-developed Dashboard, which over a third of existing subscribers are already using
This agreement transitions a highly significant proportion of UK publishing output towards Open Access, and keeps that output within the boundaries of Read spend only.
Taylor and Francis Read and Publish 2024-25
Number above based on prior 3 year’s data but new agreement includes fully OA titles, F1000 and Routledge Open so is likely an underestimate
Cost based on previous subscription element only but including 2.99% p.a. increase, prior publishing not priced in additionally
The buffer provided is generous and includes an additional 10% gratis article allocation. Above the cap the risk is borne by institutions although the publisher intends this to be a “no article left behind” agreement.
Original research articles, Review articles, Method Articles, Antibody Validation Articles, Systematic reviews, Clinical Practice Articles, Case Reports, Opinion Articles
Impact on overall OA transition globally is small. Cost and operation is sustainable although in future an agreement based purely on publishing services rendered, transparently priced would be preferable rather than one based on historic print spend.
Taylor & Francis – JUSTICE Read & Publish Agreement 2023
JUSTICE is an opt-in consortium and a party to a contract with T&F is each university.
Workflow not clearly communicated to authors.
– Given that 90% of the eligible articles, written by authors affiliated with the participating institutions, were published open access under the agreement, we consider it as an important step towards the open access Transformation
Average annual number of publications; annual article increase each year, to
Up to 10% of unused article quota can be rolled over to the next year. No risk sharing for overpublishing.
Automated emails sent out to the author cannot be adapted to individual needs, i.e. including funder information. Slow response time from support.
Consortium Luxembourg is planning to include national funder in future transformative agreements to simplify workflow for researchers and make the best possible use of funder and library budgets
Taylor & Francis Open Access R&P Agreement
Institutional Licence and Open Access Read & Publish Agreement
No additional cost due to OA. Usual annual increases and when increasing read title selection.
Poor risk sharing. Publishing entitlement exceeds anticipated article output. Leftover publishing allowance does not carry over.
Cost is based on historic subscription spent and considered too high when compared to article output. Perspectively cost would need to come down with a progression towards more open access.
Subscriptions fully converted to oa publishing fees from the second year onwards
From the second year onwards, the risk is equally shared as costs are directly related to the actual number of publications
Cost is based on historic subscription spend and considered too high when compared to article output. Perspectively cost would need to come down with a progression towards more open access.
Typical change in dollar amount for a read only agreement
If the publishing fund is expended before the end of the year of the Term, MSU has the option to continue to fund APCs through the payment of additional contributions. In the event the fund is not used in full during the year of the term, the unused part of the fund will lapse and will not be rolled over into any subsequent year.
Just ok. It was pretty clunky to start with. Fairly responsive support provided. Second year going more smoothly.
It is sustainable with regards to costs and operations. We would like to see us have more articles allowed for OA in future agreements.
Taylor & Francis Read and Publish Agreement
Moved to Read access to the full list (including new and take-over titles) of Taylor & Francis journals, an increase of nearly 1,800 titles, and will retain perpetual access rights for Read content published during the pilot period
Off-set mechanism for Read based on Publish. Increased Publish output further off-sets Read and triggers deeper Publish discounts.
Open Access publishing entitlements do correlate to the anticipated article output
This is a pilot multi-year agreement and we are in the early stages of assessment
Fixed open access publishing entitlements correlate to the anticipated article output
Access related costs are roughly 50% of the overall agreement
This is a new three-year agreement following a three-year pilot agreement. Communication between Taylor & Francis and The Ohio State University Libraries has been excellent. Taylor & Francis is currently implementing improvements to the open access author services workflow.
This amount of publishing is thought to be right on target for our institution
The cost was negotiated but is considered to be the same amount as paying the lower end APCs with this publisher for 20 articles
This is our institution’s highest risk read and publish agreement and most likely to result in us needing to add funding to support the full extent of publishing
Their system for APC processing is adequate and works well with our workflows
This is our highest risk agreement but was the one most requested by our faculty. Some faculty have balked at publishing open access with this provider and so we’ve had to back out of a couple of APC costs. We are monitoring this agreement closely to determine continuation.
The mechanisms for risk sharing are not stated in the agreement but there has been some flexibility by the publisher to roll-over the unused vouchers to the following year.
The number of funding requests were not as high as we had anticipated for the first year of the agreement. Around 20% of the credit was not used, we agreed with Taylor & Francis to give the option of carrying over some of the credit for the next year. The remaining credit was used to fund articles from the previous year. As for the second year, we did not have enough credit to keep up with the number of requests. Taylor & Francis also created an online presentation for researchers to give them tips on publishing. The Taylor & Francis system was useful in easing the process for both the end-user and the researchers.
Taylor & Francis Online Journal Library Transformational Agreement
Average article output for the years 2018-2022
The cost was below an inflationary increase on 2023 reading fees. No cost based on prior publishing spend is included. Most of our subscribing members got additional reading privileges in the SSH and S&T packages. Publishing privileges in the Medical package have been extended to ALL members, even if they do not subscribe to this package.
Should the cap (based on our expected research output) be reached, a margin of 2.5% above the cap is allowed. No carry over of article provision.
21% of the total cost is allocated to access
This agreement has enabled South Africa to repurpose read-only subscription expenditure to finance hybrid OA publishing. When added to our other such agreements, over 80% of South African research traditionally published behind a paywall now has the potential to be published fully open access without additional fees.
There is a CAP of 1451 articles. That is generally enough to cover our publications in hybrid journals.
The number of articles included in the agreement increase gradually in the agreement period, from 300 in 2020 to 650 in 2022
3% yearly increase. However, from 2021 the archive will need to be paid separately if institutions wish to continue to include it. This is optional for the institutions.
A 5% corridor is valid for over-publishing, but not for under-publishing
Workflow just recently started, will be evaluated during first year
Transition period OK, but will need to be 100% based on publishing in the future
Publication cap of 1499 articles in 2019, 1551 articles in 2020
79 in hybrid journals, 6 in OA Gold journals
APC included, extended access to journal through cross access
79 in hybrid journals, 5 in OA Gold journals
Increase of number of consortial members from 13 to 50
APCs are included in an overall Read&Publish fee
The agreement is seen as pilot; it serves as an entry point and as an opportunity to gain experience and test different options.
Taylor & Francis Journals Open Access Transformative Agreement
100% of the articles from corresponding authors of the participating institutions
The previously subscription spend must be retained. No additional costs for OA publication.
With the TA, a first milestone has been reached for one of the most important HSS publishers in Germany – authors from participating institutions can publish Open Access at no additional cost. The next step will be to switch the financing model and achieve comprehensive access to the publisher’s portfolio.
Cost increase due to extended journal access (READ)
Flat fee; no refund / additional payment in case of lower / higher publishing output
This is only a model agreement with one journal, 15 participants, and estimated 8 articles per year. All participants pay the same price. Alas, it can serve as blueprint for agreements on a larger scale: Participants pay a discounted reading fee, discount goes from 44,5% to 84,5% during the term. In addition, they pay a discounted APC; discount goes from 80% to 40% during the term. On a larger scale, participants could pay for their own articles (and hence have different payments), while here the 15 participants pay each 8/15 of an article.
Jisc Thieme 2020-21 Journals Transitional OA Agreement (SMP) – Medical and Chemistry Collections
4 subscribers, so overall output covered is lower
Previous Jisc Banded Fee plus uplift range from 1/2 an APC (€1,250) for medical, to 1/3 (€750) of an APC for Chemistry for unlimited output. However, this is offset as previous APC maintained spend is not required.
Original research articles, Review articles, Proceedings, Letters, Editorials, All types within the defined journals.
There is a shift within the two-year period, away from legacy spend
The agreement allows unlimited read access to the content and open access publishing in the hybrid journals within the selected collection/s (Chemistry and/or Medicine). This allows for a 100% transition to open access for UK output where institutions participate (chosen collection). The pricing mechanism will need to be adjusted after the initial 2-year phase to transition away further from legacy spend. Work required on workflow for license selection.
Thieme 2022-23 Journals Transitional OA Agreement (SMP)
Articles 2019/20 average of the participants at the time. Increased uptake for 2022 by Inst.
Unlimited OA. Requires author to opt-in to OA publishing, workflow improvements made.
Thieme has improved the workflow within 2021. We will assess the impact of these changes.
This agreement transitions aims to convert an improved (following workflow updates in 2021) and significant proportion of UK research publishing output towards open access within the bespoke collection of Medical and Chemistry titles, for an acceptable increase over previous spend. The efficacy of the agreement will be reviewed by Jisc throughout its term.
Thieme Open Access Agreement – Medical Collection
The total cost is based on previous subscription fees, but allow an unlimited number of articles to be published open access
The total cost is based on previous subscription fees
Medical Collection Open Access Agreement
Discount for a limited number of Open-Access-Publications
Original research articles, Review articles, Original research articles and Review articles are covered by the deal but brief communication, continuing education, case reports and letters will also be published by Thieme in open access
New deal, publisher implemented new OA workflow process
The agreement allows for an unlimited number of published articles
The price per organisation is based on the previous reading fee (+2%) plus what the organisation previously paid on average over the last two years for its open access publishing and OA membership
Pilot agreement. Price model needs more transformative elements.
Cost is based on prior UC system-wide expenditure (including prior APC spend by authors from UC campuses as well as library expenditures) and is then reduced due to withdrawal of one campus from the UC agreement. The agreement includes mechanisms to control costs throughout the term of the agreement.
The agreement features the following risk-control mechanism: There is a minimum and maximum set for the total fees that will be billed to UC in each year of the agreement. In addition, APC rates are held flat for the duration of the agreement.
This agreement is an important step in the overall transition, particularly for not-for-profit and society publishers.
An unlimited number of articles can be published under the agreement
The reading is extended to the complete collection and to the entire institution. As part of the calculation, APCs paid in 2019 and 2020 are included.
It’s a one-year pilot deal. It will be reviewed in the next one, depending on the number of articles published.
Average article output 2021/22 for the consortium
Because of the small amount it could also be zero one year
Royal Society Journals Transitional Read and Publish Agreement 2023
The agreement allows unlimited access to and open access publishing in the society’s full package. The read fee represents a discount on the published package price. The publish fee is based on APC spend. A transparent pricing mechanism is in place to ensure no double charging.
Royal Society Journals Transitional Read and Publish Agreement 2024
The agreement allows unlimited access to and open access publishing in the society’s full package. The read fee represents a discount on the published package price. The publish fee is based on APC spend / article output. A transparent pricing mechanism is in place to ensure no double charging.
Royal Society Journals Transitional Read and Publish 2022
Average article output 2018/19 for customers in the consortium
Open access published output is unlimited and this is expected to increase as previously paywalled articles are converted to OA
Royal Society Read and Publish Open Access Publishing Agreement
Lyrasis – The Royal Society Transformative Agreement
The publishing fees are fixed for the duration of the agreement. There are no added fees for the number of articles published over the historical average during the paid for years. Unlimited OA publication output is included.
This cost-effective agreement covers unlimited OA publishing and read access to the publisher’s full journal package as a gradual transition to moving towards full OA. Their dedication to cost savings made a switch to a transformative agreement an easy decision for member libraries. The publisher seems to have a smooth workflow in place for corresponding authors that are covered by the agreement.
Costs are based on subscription spend plus the cost of average APCs spent in 2018-2020
Risks are shared equally as costs are directly related to the number of OA publications
Costs are directly related to the number of OA publications
Costs are solely based on publishing output
The Royal Society Publishing Read and Publish Agreement
The Royal Society will provide MSU quarterly reports of the total number of articles published in conformity with the agreement
Cost based on stabilized 2022 subscription renewal price plus the average annual APC spend over two years (2019 and 2020)
Uncapped, unlimited Open Access publishing
Cost based on discounted 2023 subscription renewal price plus the average annual APC spend over two years (2020 and 2021)
Costs are based on 2021 subscription spend plus the average annual APC spend over two years (2018 + 2019)
Costs are based on subscription spend plus the cost of one APC. This is a single year agreement.
Based on avg. article output from 2020-21
The publish fee, based on historic APC-spend, is for an unlimited number of open access articles and is added to the subscription cost (discounted read fee)
Consortium members gain read access and unlimited publishing opportunities in the journals (hybrid and Gold OA) of their chosen package. The read fee is based on a transparent pricing model that is recalculated yearly to avoid double-dipping, and members receive a discount on the list price. The publish fee is based on historic APC spend (avg. 2020-21). It remains to be seen whether the read cost will decrease to an extend that will justify the projected increase in the publish fee under this model.
Based on avg. article output from 2021-23
The publish fee, based on historic APC-spend, is for an unlimited number of open access articles and is added to the subscription cost/discounted read fee
Consortium members gain read access and unlimited publishing opportunities in the journals (hybrid and Gold OA) of their chosen package. The read fee is based on a transparent pricing model that is recalculated yearly to avoid double-dipping (note: the read fee will not necessarily decline), and members receive a discount on the list price. The publish fee is based on historic APC spend (avg. 2021-22).
The Royal Society Read and Publish agreement
Access to more journals also as well as OA
Based on avg. article output from 2020-23
There is a moderate increase to the yearly fee (compared to the subscription spend in 2023) for an unlimited number of open access articles
The agreement entails many of the regulations that German institutions require from transformative agreements, include a fair, transparent and stable pricing model, CC BY as the default license, and a lean author workflow. It remains to be seen whether the moderate increase in yearly fee (to allow for publishing) is justified by the article output in the consortium and whether the publisher is committed to move its journal portfolio to OA.
Should cover more than 70% of eligible articles
The agreement will not cover 100% of the article output
About 2000 hybrid articles and about 400 gold OA articles
No cost increase compared to the previous Wiley Read and Publish agreement
Article entitlement for hybrid journals includes a buffer and is expected to cover 100% of the estimated publishing output. If the article entitlement is still exceeded in any year, the consortium may choose to cover APCs for additional articles at a discount of 20%.
OA publishing in hybrid journals is not mandatory, but the publisher clearly states that there is an agreement in place for affiliated authors and that OA publishing is preferred. The opt-out rate (authors who choose not to publish OA) is low, 4-5%.
The agreement replaces the previous agreement, which originally expired on 31 December 2022.
Costs are slightly more to cover the OA publishing fees
The pilot agreement will not cover 100% of the hybrid article output of the consortium
Inflation caps are low to keep fees down for individual institutions, but a modest central payment is made by the consortium
This is a significant agreement that includes 14 of the largest research institutions in the United State as well as another 20 affiliated campuses. It is hoped that costs can be reduced in future agreements. Long term success will depend upon other institutions joining open publishing agreements and supporting the model.
CARLI (Consortium of Academic and Research Libraries in Illinois)
Original research articles, Review articles, Cast Studies, Brief Communications
Total fee based on previous year subscription fees and a portion of the APC fees paid by authors from participating campuses
No practical fixed OA publishing entitlements. Instead, the total cost, including library support for OA publishing, and author contributions from grants where available, is set at a level based in part on the previous year’s total spend, including a limited portion of previous APC spend. This spend can fluctuate somewhat in response to author behavior within the agreement, but with the range of our reasonable expected outcomes, this fluctuation would not cause the library to need to pay more than in previous agreements.
This agreement generally transitions the bulk of UC’s spend with Wiley towards supporting open access. The actual percentage which continues to support access to content is dependent on how many authors opt out of the open access option.
Author workflow for the multipayer model, by which authors are asked to contribute grant funds to pay a portion of an APC if they have those funds available (but where the library redirects subscription funds to cover those APCs if authors do not have those funds available), has improved from the previous agreement year, but continues to include steps which may require the author to pause their post-acceptance processing (general publication processes continue behind the scenes and this rarely, if ever, delays publication of an article). More desirable would be a seamless workflow where the author sees the author to contribute under the multipayer model or not, chooses their preference, and moves along.
This includes articles across the UC system, however, the publishing portion of this pilot only covered the five smallest campuses (UC Irvine, UC Merced, UC Riverside, UC Santa Barbara, and UC Santa Cruz), responsible for approximately 600 articles published
Total fee based on previous year subscription fees and APC fees paid by authors from participating campuses
No practical fixed OA publishing entitlements. Instead, the total cost, including library support for OA publishing, and author contributions from grants where available, is fixed at a level equivalent to the previous year’s total spend, ensuring that there are no fluctuations in cost in this year.
This agreement is still largely a subscription agreement for the five largest UC campuses, and so the majority of the money exchanged is to secure ongoing access to content for those campuses
Author workflow as implemented, particularly for the multipayer model by which authors are asked to contribute grant funds to pay a portion of an APC if they have those funds available (but where the library redirects subscription funds to cover those APCs if authors do not have those funds available), is not as seamless for our authors with Wiley as it is in other agreements; our uptake rate has likely suffered as a result. Authors under this agreement need to have a brief interaction with Wiley’s customer service to indicate that they do not have grant funds available and need the library to cover the full cost.
This agreement is a first step on the pathway to a fuller agreement between UC and Wiley, potentially also in collaboration with the Statewide California Electronic Library Consortium (SCELC). Through this one-year stepping-stone agreement, Wiley can begin to ramp up its ability to support the multipayer model, described below, and make content at the five smaller UC campuses openly available, while maintaining a subscription model for the five larger UC campuses in the meantime. Assessment of this agreement, concurrent with negotiations for next year’s agreement, will help iterate on and improve the workflow implementation as we move to a wider agreement.
WILEY – Accord global de publication avec Couperin
Agreement cots within the range of the previous spending level with an annual increase slightly above inflation
OA entitlements calibrated to cover 100% of the total production; no obligation for publishing OA in case of exceeding
No real distinction between read costs and OA publishing costs
100% cost neutral with the subscription spend from 2022
CRKN manages article approval for all participating members
The cost increase is drastically reduced respect to previous agreement
The entity of article entitlement is sized to cover 100% of OA needs
A unique workflow is applied both for hybrid and fully gold articles
We consider included in the agreement all the content needed from our researchers; costs and workflow are sustainable. OA Articles published both in hybrid and fully gold journals are covered by an all inclusive pot of vouchers (1 article=1 voucher).
We expect to consume the annual fixed budget for APC; eventual additional Tokens can be purchased at a more reduced rate.
The authors have to select CC-BY, between the different CC licenses
In the event of funds remaining in the open access fund of any Member Institution at the end of any year a certain percentage of the APC Fund can be carried over into the following year’s APC Fund
No roll over. Additional tokens can be purchased after the initial CAP is reached.
Original research articles, Review articles, Case Study, Commentary, Data Article, Education, Lecture, Method and Protocol, Perspective, Practice and Policy, Rapid Publication, Research Article, Review Article, Short Communication, and Technical Note
The Wiley Open Access Accounts Dashboard is well designed, the reporting is straightforward and the APC usage is seen also in real time
The risk is equally shared. Although there is a prepayment for an expected number of articles, the agreement includes a mechanism to correct the advance payment meaning that on an annual basis, the number of actual publications under the agreement will be checked and there will be a reimbursement in the case of underperformance or additional payments if not all publications could have been covered.
Estimated output of German corresponding authors in hybrid and fully open access journals published by Wiley
The agreement introduced differentiated pricing for PAR fees based on journal category, resulting in overall cost decreases
The agreement gradually transitions to a post-payment model, which shares the risks of unexpected fluctuations in publishing output equally between the parties
In addition to reducing costs and introducing a differentiated pricing model, the new agreement brings several incremental improvements to publishing services and open access workflows. More information is available here:
The annual payment made for the OA fee will fund the APCs due for each accepted article, until such time as the total OA fee value in the current year has been reached
Cost decreased because there are fewer Consortia Member Institutes in 2023 (in 2022: 18; in 2023: 15)
The annual payment made for the OA fee will fund the APCs due for each accepted article until the total OA fee value has been reached
Original research articles, Review articles, Case Study; Commentary; Data Article; Education; Lecture; Method and Protocol; Perspective; Practice and Policy; Rapid Publication; Short Communication; Technical Note
Read & Publish (Wiley Online Enhanced Agreement)
Original research articles, Review articles, Short communications, Case studies, Other peer-reviewed article types
440 is HEAL-Link’s article output in 2021
A slight cost increase from previous subscription only spending level due to the inclusion of publishing part in the agreement
Capped agreement. Article entitlements per contract year have been set. If the article entitlements are exceeded in any year, an author-pays route will follow with a 5% APC discount.
Original research articles, Review articles, Case study, Commentary, Data article, Education, Lecture, Method and Protocol, Perspective, Practice and Policy, Rapid publication, Short communication, Technical note
Too early to assess since it is the first Read & Publish agreement with Wiley
No risk sharing: “If any amount of the original pre-paid fund paid at the start of the year remains at the end of the same year, that amount cannot be rolled over to the following year; it will be retrospectively added to the subscription fee for that year.”
Total R&P cost based on previous unbundled read cost
“If the Customer is unable to spend the maximum OA allocation in the Fund, Wiley agrees to rollover up to a maximum 10% of the total year 1 OA allocation into year 2, adding the rollover value to the agreed maximum OA allocation. At the end of year 2, if the Customers are unable to spend the maximum OA allocation, Wiley agrees to rollover up to a maximum 5% of the revised year 2 OA allocation
One of the more unique aspects of this agreement is that it is not based on a pre-existing “big deal” agreement. ISU unbundled our Wiley big deal years ago, and on the “read” side, this agreement retains our pre-existing Wiley subscriptions without any requirement to add to them.
Wiley Jisc Read and Publish Open Access 2024-2025
Unlimited hybrid articles. Separate gold fund for fully OA articles.
Decrease, as excludes existing APC expenditure not supported by UKRI or Wellcome
Annual gold fund for fully OA articles has been calculated to cover all anticipated publishing. 15% discount applies to APCs paid outside the agreement if the gold fund is exhausted.
Although the agreement includes unlimited hybrid publishing, UK institutions expressed concern about the capped gold fund and the lack of cost transparency.
Decrease, as excludes existing APC expenditure not supported by UKRI or Wellcome Trust
The proportion of open access articles will increase from 27% (2019) to around 85% with Wiley in the first year of the agreement. In subsequent years the amount allocated to publishing increases incrementally. The allocations will apply to any additional expenditure, e.g. on content upgrades.
Pilot project of Transformational Agreement
Tohoku University, Tokyo Institute of Technology, The Graduate University for Advanced Studies, Tokyo University of Science
7 out of the 8 member libraries participated in the Read and Publish agreement in 2024. The size covered about 97% of the total number of articles of the consortium.
Capped agreement. Article entitlements per contract year have been set. If the article entitlements are exceeded in any year, a discount from 5-10% on APC can be available depending on the level of fund deposited via a prepayment arrangement.
JUSTICE is an opt-in consortium and a party to a contract with Wiley is each university.
In this 3-year deal there is no increase in the first year and there is a slight increase in year two and three
0% price increase for the duration of the contract
It has been decided to allocate the number of articles on a first-come-first-serve basis. After that the institutions/researchers can publish OA at a discounted rate in the hybrid journals. 15% discount. Gold OA journals are not covered by the agreement.
Original research articles, Review articles, e.g. Case report, tutorial, rapid publication
* Given that 74% of the eligible articles, written by authors affiliated with the participating institutions, were published open access under the agreement, we consider it as an important step towards the open access transformation
Original research articles, Review articles, Case Study, Commentary, Data Article, Education, Lecture, Method and Protocol, Perspective, Practice and Policy, Rapid Publication, Research Article, Review Article, Short Communication, Technical Note
On a national level. Second transformative agreement with Wiley in Austria.
We’ve experienced problems with the workflow in the beginning of our first transformative agreement, but it was improved during the term of the agreement. Currently we do not see any major problems.
Should cover most of the eligible articles
Article Entitlement per Contract Year has been set. If the Article Entitlement is exceeded in any year, we’ll move to author-pays route with an APC discount.
There is no distinction between access cost and publishing cost
Based on MSU’s current hybrid journal article output
If OA article entitlement is exceeded, Wiley can invoice MSU directly for additional OA article coverage. Wiley also offers an APC discount. There is no article entitlement rollover into subsequent years. The total fee of this offer is to provide reading access.
Oable isn’t the most intuitive. There is consistent and reliable support provided for its use.
We do think this is sustainable with regards to costs and operations. Our researchers are glad to have full read access to the Wiley journals… they are popular and well used here. We think it is an added bonus to have the opportunity for our researchers to have the option to publish OA in Wiley journals – feedback is overwhelmingly positive.
NST-Wiley Read and Publish Pilot Agreement
Approximately 85% of total research output would be covered throughout the agreement period
All NST institutions, including those that previously subscribed to individual titles only or unsubscribed at all, extend access coverage to STM collection. The baseline value includes ancillary hybrid OA publishing cost in the previous year.
This agreement covers just 25 government-funded research institutes under NST, whose research outcome takes up about 5% of Wiley articles in South Korea. Approximately 85% of total Wiley articles from NST will be open access for three years.
Original research articles, Review articles, Case Study, Commentary, Technical Note Short Communication, Rapid Publication, Practice and Policy, Perspective, Method and Protocol, Lecture, Education, Data Article
This is the second transformative agreement in Colombia after Consorcio Colombia and the first one for a University, and we hope it has a positive impact on our academic community. Based on the experience of this first year, researchers’ feedback will be taken into account for the upcoming years.
Average of the number of articles by corresponding authors published between 2014 and 2021
Given the inclusion of free Gold OA publishing in Wiley Gold OA and Hindawi journals in years 2-4, plus the ability to publish almost all articles OA without expenditure beyond previous subscription-only agreements, this is tantamount to achieving optimal OA publishing by repurposing existing subscription expenditure and avoiding additional, substantial publishing expenditure
OA allowance projected to cover all article output (20% more than previous output). If article output is exceeded in any one year, the institution may choose to cover APCs for additional articles at a 15% discount.
Original research articles, Review articles, Case studies, Commentaries, Data articles, Lectures, Methods & protocols, Perspectives, Practice & policy, Technical notes.
Mechanisms are in place that create the expectation for a positive workflow experience
Very positive. Authors are able to publish OA in all but a handful of fully closed journals without author-facing charges. This has been achieved through the repurposing of subscription funds; nothing more is being paid for hybrid OA. Gold OA is at no charge for years 2-4 of the agreement and includes Hindawi journals. We have also achieved some social justice aims in the form of additional author support.
OA share of cost (quota) expected to cover the publishing activity in 2022. Any publishing over the quota will need to be paid by relevant institutions on an opt-in basis including a 20% discount on APC.
25% access related and 75% of cost allocated to publishing
When Plan S comes in with full effect from 2025, this type of agreement will not be possible. That is also why we have only made a 1 year agreement for 2022 with the aim of renegotiating it to include elements that show a clearer transition to a more sustainable agreement.
The average annual article output is expected to be fully covered by the agreement
Cost increase but “within the limits” of overall R & P spending level (total cost of publication)
If the Article Entitlement is exceeded in any year, then the author-pays route with an APC discount will apply. The agreement does not include refunds for unused articles and does not allow for a roll over to the following year.
Original research articles, Review articles, Case Study, Commentary, Data Article, Education, Lecture, Method and Protocol, Perspective, Practice and Policy, Rapid Publication, Short Communication,
After a few workshops and a few articles already being accepted/approved our first impressions are very good!
Original research articles, Review articles, Data article, Rapid Publication
Only very inconvenient that the platform of the full OA journals is separate from the hybrid journal platform
Unit – The Directorate for ICT and shared services in Higher Education and Research
Cost increase compared to the subscription only agreement is 11,8% in 2019 and then 3% each of the following years – total 18% over the contract period.
No risk sharing. Articles published over the ‘quota’ will be charged a discounted APC (20% off list price), while any unspent funds will be added to the subscription fee that year.
It is an agreement moving in the right direction, and therefore an important step for us in Norway. However, it does not contain any clear specification of when journals will be flipped. It does also still maintain access costs at 50% of the total value at the end of the contract, and this is not sustainable for the future where this share needs to be reduced to zero.
This is a “growing” model with number of OA articles increasing each year, resulting in the vast majority of arcticles being published in OA in 2018.
The workflow at the start was problematic, but has improved considerably over 2018, resulting in a 77% uptake.
World Scientific Publish and Read Pilot 2023
123 journal titles covered, uncapped publishing
Agreement is a publishing top-up intended to encourage increased OA publication with World Scientific with the intent of moving to pay-to-publish in the longer term
Uncapped publishing offered (hybrid-only not fully OA journals)
This is a pilot agreement intended to test the water and encourage OA publication. It can be improved upon in future as regards transitionality.
Uncapped agreement (excludes some fully OA journal titles)
It is sustainable but is an early attempt to generate enough OA publishing to enable the financial sustainability of a more transitional version of the agreement in future years. Subscription payments for existing subscribers will need to be brought into the agreement in future years. The efficacy of the agreement will be reviewed by Jisc throughout its term.