How to successfully negotiate and implement transformative and central open access publishing agreements.

This preconference workshop will be held online using Zoom.

Thursday, October 22, 2020
9:00 am – 12:00 pm Eastern
Cost: $50

Register now!

How to successfully negotiate and implement transformative and central open access publishing agreements.


The number of transformative open access agreements being negotiated worldwide is a clear indicator that we are no longer in a time of “business as usual” when it comes to licensing. If some of the most recent and successful transformative agreements have secured perpetual reading access to complete publisher portfolios in addition to open access publishing of all articles by the institutions’ authors for the same cost as the previous subscription spend, why would libraries today settle for anything less?

Indeed, a recent ITHAKA S+R survey revealed that while transformative agreements were virtually unknown to the US library landscape just one year ago, already 20% of library directors surveyed deemed it a high priority to integrate open access publishing into their license negotiations, but how are library faculty and staff to prepare for such a change?

The pre-conference will provide participants with an overview of the strategic and operational elements of transformative open access agreements, including data gathering and analysis, defining negotiation objectives, library workflows, budgeting, staff organization, metadata standards, and more. Participants will be guided in break-out activities aimed at developing strategies and work plans to take back to their libraries, enabling them to build a catwalk from the old, collecting-focused realm of subscriptions to the service-oriented domain of open access publishing.


Colleen Campbell, Open Access 2020 and ESAC Initiatives, Max Planck Digital Library

Colleen Campbell leads outreach and engagement in the Open Access 2020 Initiative which is coordinated by the Max Planck Digital Library on behalf of the global research community. She is also part of LIBER’s Open Access Working Group.

Previously European Director for Strategic Partnerships for JSTOR and the digital preservation service, Portico, she has over 20 years’ experience across all areas of the academic information sector. She is a frequent and motivating speaker at international conferences and serves as an elected member of the UKSG Main Committee. Formerly an actress, she holds a BA in Drama, an MA in Italian Studies and lives near Florence, Italy.

Curtis Brundy, AUL for Scholarly Communications and Collections, Iowa State University

Curtis oversees collections and scholarly communications at Iowa State, which is a signatory of the OA2020 initiative. He is active with several groups that are interested in seeing, as well as assisting, scholarly publishers and societies transition to open business models.

Mathew Willmott, Open Access Collection Strategist, California Digital Library

Mathew Willmott is the Open Access Collection Strategist at the California Digital Library, where his primary role involves conducting data analysis, financial modeling, and strategic planning relating to transformative agreements which encompass both access to content and open access publication.  Prior to this role, Mathew served as the data analyst on the Pay-It-Forward project, a Mellon Foundation-funded project conducted by UC Davis and the California Digital Library to investigate the feasibility and sustainability of the APC model for large North American research institutions.  Before starting this project with CDL in May of 2015, Mathew worked for the MIT Libraries in a multi-faceted role including physics librarian responsibilities, collections analysis and assessment, and development and administration of infrastructure supporting the implementation of the MIT Faculty Open Access Policy.


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