Trimming the Sails: What Libraries Need to Know about Transformative Agreements

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2020
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Campbell, Colleen
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Against the Grain (Media)
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In response to increasing demand for scholarly journals to transition from the subscription business model to open access, libraries and consortia are driving the next evolution in licensing by integrating open-access publishing into their agreements with scholarly publishers. These new license models, or Transformative Agreements, are, by nature, iterative, temporary, and transitional, but can all be characterized by their overarching objectives, underlying cost mechanisms that shift payments from subscriptions to publishing, and new workflow and metadata standards that are rapidly becoming standard business practice in scholarly publishing and library processes, ushering in operational readiness for a scholarly publishing system in which “open” is the default.
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This chapter was originally published in Meyer, Lars. Charleston Voices: Perspectives From the 2019 Conference. Sullivan's Island, SC: Against the Grain (Media), LLC, 2020. https://doi.org/10.3998/mpub.12078329. This chapter is available under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.

This text is based on some of the information presented at the Charleston Conference 2019 session “Trimming the Sails: What Libraries Need to Know about Transformative Agreements.” Recognizing that the scholarly communication landscape is in continuous evolution and that the transition of scholarly journals to open access involves many stakeholders, the present text seeks to provide some information about the context of Transformative Agreements, focusing on a few key aspects of particular relevance to collections staff and electronic resource librarians, and a case study on implementation by a medium-sized research library.

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