Knowledge Unlatched: Enabling Open Access for Scholarly Books Dr Lucy Montgomery

1. Knowledge Unlatched: Enabling Open Access for Scholarly BooksDr Lucy Montgomery

2. This Presentation • What is Knowledge Unlatched? • Our Goals • How does it work? • Pilot Collection and Next Steps

3. Knowledge Unlatched

4. What is Knowledge Unlatched? • Not-for-profit • Helping libraries from around the world to share the costs of making books open access • CC-BY-NC or CC-BY-NC-ND • Front-list titles

5. Partners Jisc Collections LYRASIS Max Planck Society New York Public Library OAPEN Key Supporters Big Innovation Center British Library Trust Open Society Foundation Founding Libraries Queensland University of Technology The University of Melbourne The University of Western Australia

6. Our Goals • A sustainable route to OA for HSS monographs (long-form publications) • Spread costs of OA across many institutions globally • Ensuring that HSS long-form publications are as accessible as OA science journals • Help libraries to maximize the positive impact of spending on books

7. How Does it Work? • KU is helping libraries from around the world to coordinate their monograph purchases • Libraries can choose to jointly make a Title Fee payment to publishers by pledging to unlatch a collection via KU • In return, publishers make a PDF version of titles available on an OA license • Hosting: OAPEN

8. What is a Title Fee? • The Title Fee represents the basic cost of publishing a book   • Payment of the Title Fee allows publishers to feel confident that they will break even on each title • Because the Title Fee is a fixed amount as the number of libraries pledging increases, the cost per library decreases

9. Title Fee Examples

10. The Pilot Collection • Proof of concept for Knowledge Unlatched • 28 new books from 13 publishers • Literature; History; Politics; Media & Communications • At least 200 libraries from around the world need to sign up so that the collection can be made OA • Maximum cost per library: $1680. This is an average of $60 per title • If more libraries pledge, the cost for each library will be less

11. An Opportunity to Help Shape Knowledge Unlatched • Libraries that help unlatch the Pilot Collection gain governance rights • They will be able to help shape the future of Knowledge Unlatched through: • A Library Steering Committee and a Collection Committee • KU also plans to establish a joint Library/Publisher forum in early 2014

12. Pilot Collection Publishers Amsterdam University Press Bloomsbury Academic Brill Cambridge University Press De Gruyter Duke University Press Edinburgh University Press Liverpool University Press Manchester University Press Purdue University Press Rutgers University Press Temple University Press University of Michigan Press

14. Avoiding ‘Double Dipping’ • The amount a library pays will be adjusted to reflect additional format purchases made by each library • If a library orders (or intends to order) a print or eBook format of any title in the Pilot Collection via any channel they will not be charged an unlatching fee for that title • If a library orders all of the titles in the Pilot Collection through other channels there may be no amount due • This approach will be refined in future rounds

15. Benefits for Participating Libraries • The ability to ensure that other format purchases contribute to making the Pilot Collection open access.   • High-quality MARC records • Usage data: We are working to ensure COUNTER compliance • 2 year membership fee waiver • The right to nominate and vote for members of a Library Steering Committee and a Collections Committee

17. Next Steps: 2014 • Review results • Develop library role in governance • Repeat the cycle again with more books, more publishers (signing up now!) single subject packages and individual title options • Continue recruiting more libraries to lower costs further • KU South: an exploration of ways in which KU might work with publishers in developing country markets • Help foster diversity in the monograph landscape

18. Making Knowledge Unlatched Sustainable Set-up and Pilot Grants and library partnerships cover set-up and running costs From 2014 Increase the number of publishers and books KU will take up to 5% of Title Fees to cover costs, reducing as volume goes up

19. Open Monograph Models (1) • OA edition + sales from print and/or e-booksNAP, Bloomsbury Academic • Institutional Support for Press World Bank, Amherst • Library-Press collaboration Mpublishing/Michigan • Library Publishing Library Publishing Coalition (USA) • Funding body side publication fee NOWNetherlands, FWF Austria, Wellcome UK, Max Planck Society, Germany • Author side publication fee SpringerOpen Books, Palgrave Open, Manchester University Press OA • Library consortium Knowledge Unlatched

20. What is Different About KU? • Spreads costs across many institutions • Globally coordinated • Retains a market element • Minimally disruptive • Draws on established funding pools • Distanced from University politics • Applications for developing countries • Conducting research around the model

21. Who Benefits? • Readers • Libraries • Authors • Independent Researchers • Publishers • Australia…?

22. Sign Up for the Pilot Collection! http://www.knowledgeunlatched.org/ info@knowledgeunlatched.org Twitter: @Kunlatched #KUPilot