All publicly funded UK higher education institutions are automatically members of Jisc Collections and have the right to sign the agreements we negotiate for them. Our expertise in negotiation and licensing means that institutions can be sure that the terms of our agreements meet their requirements and can subscribe to your offer without delay. Transformation agreements or other transition models may not work for all publishers or may be affordable for institutions. Other options make it possible to comply with UK donor guidelines from January 2021. We collect data to monitor the effectiveness and administrative impact of open access agreements and use this evidence to support our negotiating objectives. At this stage of the negotiations, we are working with publishers and some of our members, including the RLUK OAPP Group, to agree on an author-focused communication on the agreements provided by the publisher. Decisions by institutions that may publish articles and authors under an agreement affect both the immediate and future optimization of those agreements. For this reason, Jisc and the RLUK Open Access Publisher Processes Group recommend that all institutions involved in an agreement take a consistent approach to the implementation of the agreements. This is particularly important when an agreement involves a limited number of open access articles or a limited amount of open access funding at consortium level.
While current publication opportunities remain in place, as new open access policies incorporating Plan S principles come into effect, institutions that have not registered for TAs may face sanctions from funders. Possible consequences range from reputational risks to fines. While it is possible to comply with the open access guidelines for funders outside of TAs, the objective of these agreements is to ensure that processes are more efficient for open access authors and administrators. Our requirements for transition arrangements are based on the analysis of previous compensation agreements and have been supported by our strategic groups SCONUL, RLUK and UK universities. Publishers must meet these requirements for an agreement to be considered a transitional agreement. Our Transitional Provisions Monitoring Group was created to monitor the progress and impact of these agreements. We register all agreements that meet our requirements in the ESAC register and publish the contracts here in accordance with the transparency requirements of OA2020. You can find brief descriptions of all our agreements and ongoing negotiations in the License Subscription Manager.
Agreements that include full open access journals may include different approval workflows for hybrid and full open access journals. Articles in hybrid journals are usually approved after acceptance, but articles in open access journals may require approval and the use of publication materials upon submission. This may mean that articles that are then rejected for publication free up funds that are used for other articles. Although complicated, this workflow in capped agreements avoids the risk that the author will have to pay after acceptance because there are no more funds in the agreement. The Wellcome Trust and UKRI have published guidelines stating that UK institutions that receive their block grants can use these funds to contribute to the “publication element” of transitional provisions that meet our requirements in advance. The costs charged to a block grant must be based on the institution`s previous PCA expenditures or on the production of funded items. These requirements apply to contracts negotiated in 2020 between institutions, consortia (including Jisc) and publishers of open access journal agreements and aim to move hybrid titles to open access (OA). Requirements can be updated as higher education evolves, research and changes in donor policy. Jisc will evaluate the proposed agreements against these requirements and make the results of the evaluation available online. The evaluation will also clearly indicate whether a proposed agreement is consistent with current and future research funders` guidelines.
Agreements that meet the requirements and are accepted by the UK higher education sector are registered in ESAC`s Register of Transformative Agreements. For journal contracts, we often apply a contractual and licensing model where the contractual agreement exists between a publisher and any institution that signs one of our agreements. Institutions only have to sign the jisc Collections license. The cost per download can still be useful for evaluating agreements, including a “read” element. The calculation of a custom CPD can determine the value derived from the publication element of the agreement. If the agreement can be ordered, we will send a message to the Jisc Collections Consortium mailing list. We can also announce agreements on the Jisc news page and the Jisc Collections Twitter account (@jisccollections). We require publishers to offer a green open access option that complies with funder guidelines, including CC-BY licenses). Some of our Green OA agreements offer the possibility of obtaining the direct deposit of articles in institutional repositories via the Publications Router. The amount of information researchers want on transitional provisions (TAs) will vary. We`ve put together six basic TA messages to help create guides or presentations for researchers.
We believe that centralised negotiated agreements with publishers will relieve universities of much of this NET burden and go a long way towards increasing the availability of affordable library resources for these learners and improving the parity of the international student experience with their UK counterparts. Institutional open access managers are not expected to actively monitor this situation. However, when becoming aware of such an activity, they should remind authors that HQ must make an intellectual contribution to the results of the research and be able to identify and defend its contribution, and that an individual`s contribution in exchange for an open access publication under an agreement should not be overstated. .


