niso two-part webinar: the infrastructure of open access, part 2: toward a functioning business...

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NISO Webinar: The Infrastructure of Open Access, Part 2: Toward a Functioning Business Ecosystem March 12, 2014 Speakers: Roy S. Kaufman, Managing Director of New Ventures, Copyright Clearance Center (CCC) Kristin McNealy, Ph.D., Senior Product Manager, Wiley Author Services, John Wiley and Sons Cameron Neylon, Advocacy Director, http://www.niso.org/news/events/2014/webinars/what_is_open

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About the Webinar Standards are an important element of scaling up any business process. As Open Access is rapidly growing, the need to improve the business models and relationships to create a functional ecosystem becomes more critical. The past economic models and workflows were established based on a subscription model. OA revenue models are typically based on author publication charges, creating a more complicated workflow, and it is questionable whether the new OA business practices can sustain themselves at the scale of expected article output. Invariably, third-party processors will need to help manage the institutional relationships, the billing and payment processing necessary, and likely other elements of the required business ecosystem for Open Access. The second part of NISO’s two-part series on the Infrastructure of Open Access will discuss how to create a Functioning Business Ecosystem. Speakers will explore the infrastructure elements that some community members are putting into place, discuss what is working and what isn't, and identify problems that remain to be solved. Agenda Introduction Todd Carpenter, Executive Director, NISO Copyright Clearance Center: Open Access & APC Management Roy S. Kaufman, Managing Director of New Ventures, Copyright Clearance Center (CCC) Managing Open Access Content in a Hybrid Business Environment Kristin McNealy, Ph.D., Senior Product Manager, Wiley Author Services, John Wiley & Sons Managing a (Different) Data Deluge Cameron Neylon, Advocacy Director at the Public Library of Science (PLOS)

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  • 1. NISO Webinar: The Infrastructure of Open Access, Part 2: Toward a Functioning Business Ecosystem March 12, 2014 Speakers: Roy S. Kaufman, Managing Director of New Ventures, Copyright Clearance Center (CCC) Kristin McNealy, Ph.D., Senior Product Manager, Wiley Author Services, John Wiley and Sons Cameron Neylon, Advocacy Director, Public Library of Science (PLOS) http://www.niso.org/news/events/2014/webinars/what_is_open/

2. The Infrastructure of Open Access APC Workflow Needs NISO March 12, 2014 3. Authors Universities Publishers Funders Individual Solutions 4. APC Solution Components 5. Key Areas of Focus for CCC Publisher-oriented solution that integrates with adjacent technologies: Manuscript tracking systems Institutional payment systems Production systems Financial systems Scalable, compliant B2C solution for authors that supports diverse business models and allows publishers to manage their relationship with authors. Flexible pricing engine supporting a range of pricing deals, exceptions and discounts (including waivers) 6. Key Areas of Focus for CCC (contd) Leveraging standard author and manuscript metadata web services , eg, ORCID, FundRef, DOIs, Ringgold, NISO when available Publisher set rules for payment methods & channels, VAT, billing & collections, currencies, financial reporting Downstream connection to article licensing Expert customer service team that provides electronic and live human support in multiple languages 7. Thank You! Roy S. Kaufman Managing Director of New Ventures Copyright Clearance Center [email protected] 8. Managing Open Access Content in a Hybrid Business Environment Kristin McNealy March 2014 9. Overview 4 3 2 1 Market Landscape Wiley and Open Access Progress, Challenges, and Opportunities The Future 10. 5% 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 2007 2008 2009 2010 2011 2012 Papers Indexed in JCR OA Subscription 8% 9%4% 5% 7% 10% Growth of Open Access 11. Hybrid Gold Sponsored Society pays No one pays Models 12. Wiley Open Access Journals 13. Wiley-published Hybrid Journals 14. Increasing hybrid activity at Wiley Number of hybrid articles per year Range of activity per journal - Many with no OA content - Discounting appears to have no impact 15. SUBSCRIPTION Collection Consumption Pay for Access Library Copyright transfer Journal Usage OPEN ACCESS Article Creation Pay to publish Author/Funder Creative Commons Article metrics Transitions 16. 6 licenses CC-BY associated with full OA Author retains copyright 17. Facilitating Easy Payment of Article Publication Charges Delivering the correct license agreement to authors 18. Alternative Metrics 19. The Future.. 5 4 3 2 1 A mixed economy Innovation/experimentation A new demand for quality assurance More Open Science Increased focus on author and funder preferences 20. Thank You! Questions? Feel free to contact me. Kristin McNealy [email protected] 21. Managing a (Different) Data Deluge Cameron Neylon NISO Webinar 12 March 2014 http://www.flickr.com/photos/fraz5356/4754482759 CC-BY 22. Growth of Open Access Publishing 23. Wellcome Trust Funded Research Papers 29 400 300 200 100 0 PublishedArticles 2012201120102009200820072006 Year PLOS ONE PLOS Neglected Tropical Diseases PLOS Pathogens 24. Scale of PLOS ONE 100 papers 25. Scale of PLOS ONE 100 papers a day 26. Scholarly Communication Services 27. Traditional Subscription Business Readers/Institutions 28. Advertising and reprint funded Thirdparties 29. APC-funded Open Access Business Funders/Infrastructure Authors/Institutions Readers/Institutions 30. eLife PDB Genbank Funders/Infrastructure 31. Scholarly Communication Services 32. Scholarly Communication Services 33. You used to sell (buy) content http://www.flickr.com/photos/daquellamanera/5916937992 CC-BY 34. You now sell (buy) services http://www.flickr.com/photos/benzado/3968712449 CC-BY 35. Scholarly Communication Services Funders/Infrastructure Authors/Institutions Readers/Institutions Thirdparties 36. 42 http://www.flickr.com/photos/drachmann/327122302 CC-BY-SA And the customer has questions. 37. What did my institution publish last year? http://www.flickr.com/photos/nauright/7396770362 CC BY-SA 38. and how confident of that number are you? 44 http://www.flickr.com/photos/mattymatt/3017263513 CC-BY-SA 39. Who funded them? http://www.flickr.com/photos/mukumbura/4052671706 CC BY-SA 40. http://www.flickr.com/photos/biscuitsmlp/3044867827 CC-BY and can a publisher guarantee compliance? 41. Is it in the right repositories? http://www.flickr.com/photos/manc/1427691715 CC BY-SA 42. how much did we pay? http://www.flickr.com/photos/59937401@N07/5857426536 CC BY-SA 43. Quality of service... http://www.flickr.com/photos/62337512@N00/3958637561 CC BY 44. compliance guarantees 45. How much of this can you determine? http://www.flickr.com/photos/pinksherbet/3209939998 CC-BY 46. http://www.flickr.com/photos/jdhancock/3760104591CC-BY 47. http://www.flickr.com/photos/jdhancock/3760104591CC-BY 100 a day 48. http://www.flickr.com/photos/jdhancock/3760104591CC-BY 500 a week... 49. http://www.flickr.com/photos/jdhancock/3760104591CC-BY 1000 institutions... 50. http://www.flickr.com/photos/jdhancock/3760104591CC-BY 1000 funders... 51. Who funded it? http://www.flickr.com/photos/mukumbura/4052671706 CC BY-SA 52. http://www.flickr.com/photos/biscuitsmlp/3044867827 CC-BY and can a publisher guarantee compliance? 53. Is it in the right repositories? http://www.flickr.com/photos/manc/1427691715 CC BY-SA 54. Volume matters http://www.flickr.com/photos/jugglerpm/2591493036/ CC BY 55. Wellcome Trust Funded Research Papers 61 400 300 200 100 0 PublishedArticles 2012201120102009200820072006 Year PLOS ONE PLOS Neglected Tropical Diseases PLOS Pathogens 56. The market is being commoditised 57. Shared infrastructure http://www.flickr.com/photos/71401718@N00/3175521546 CC BY 58. Identifiers, systems, transf er protocols 59. Standards. http://www.flickr.com/photos/mjmalone/2225883547 CC BY 60. capturing up front 61. at the core of systems 62. http://www.flickr.com/photos/71401718@N00/3175521546 CC BY 63. but all that 64. is still not enough 65. http://www.flickr.com/photos/60057912@N00/4699834026 CC BY 66. Shared systems, ids, infrastructur ewhich can be updated over time 67. Scholarly Communication Services 68. Scholarly Communication Services 69. You now sell (buy) services http://www.flickr.com/photos/benzado/3968712449 CC-BY 70. ! ! Figure%1.!Difference!between!grant!end!date!and!publication!date.!The!distribution!shows! that!most!papers!published!by!PLOS!are!published!prior!to!the!end!of!at!least!one!grant! associated!with!the!paper!(based!on!Financial!disclosure).!Around!10%!of!articles!are! 71. Data is core to your value proposition to the customer 72. A question of architecture http://www.flickr.com/photos/yakobusan/2436481628 CC-BY 73. which needs foundations 81 http://www.flickr.com/photos/56380734@N05/7852142720 CC-BY-SA 74. Author as customer changes the balance http://www.flickr.com/photos/snowpeak/8538918661/ CC BY 75. Institution as customer changes the balance http://www.flickr.com/photos/snowpeak/8538918661/ CC BY 76. Funder as customer changes the balance http://www.flickr.com/photos/snowpeak/8538918661/ CC BY 77. http://www.flickr.com/photos/swanksalot/5120308569 CC BY-SA 78. @cameronneylon http://cameronneylon.net [email protected] 79. NISO Webinar March 12, 2014 Questions? All questions will be posted with presenter answers on the NISO website following the webinar: http://www.niso.org/news/events/2014/webinars/ecosystem/ NISO Two-Part Webinar, Part 2: The Infrastructure of Open Access: Toward a Functioning Business Ecosystem 80. Thank you for joining us today. Please take a moment to fill out the brief online survey. We look forward to hearing from you! THANK YOU