It’s the workflows, stupid! What is required to make ‘offsetting’ work for the open access transition
It’s the workflows, stupid! What is required to make ‘offsetting’ work for the open access transition
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这是工作流程，愚蠢的！需要什么才能让“抵消”发挥作用以实现开放获取过渡？
DOI：
10.1629/uksg.391
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发表时间：
2017
期刊：
影响因子：
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通讯作者：
G. Stone
中科院分区：
文献类型：
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作者：
K. Geschuhn;G. Stone
在谈判和起草抵消协议时，这篇论文提出了加强图书馆和财团参与的理由。文章收费效率和标准倡议(ESAC)在2016年和2017年举办的两次讲习班表明，在作者识别、元数据交换和开具发票方面，显然需要改进学术机构(和图书馆)与其使用的出版商之间的现有工作流程和程序。出版商需要投资于他们的编辑系统，而机构需要更清楚地理解抵消的战略目标。为此目的，将引入协定中应包括的战略和实际内容。首先，将讨论2016年启动的《关于抵消的联合谅解》。这引入了“即发即付”的模式，作为协议的过渡途径。其次，本文根据2017年3月第二届ESAC抵消研讨会的一份文件草案，提出了一套关于机构和出版商之间的文章工作流程和服务的建议。这些建议应被视为抵消协议的实际和正式要求的最低限度，是使任何基于出版物的开放获取商业模式发挥作用所必需的。
This paper makes the case for stronger engagement of libraries and consortia when it comes to negotiating and drafting offsetting agreements. Two workshops organized by the Efficiencies and Standards for Article Charges (ESAC) initiative in 2016 and 2017 have shown a clear need for an improvement of the current workflows and processes between academic institutions (and libraries) and the publishers they use in terms of author identification, metadata exchange and invoicing. Publishers need to invest in their editorial systems, while institutions need to get a clearer understanding of the strategic goal of offsetting. To this purpose, strategic and practical elements, which should be included in the agreements, will be introduced. Firstly, the Joint Understanding of Offsetting, launched in 2016, will be discussed. This introduces the ‘pay-as-you-publish’ model as a transitional pathway for the agreements. Secondly, this paper proposes a set of recommendations for article workflows and services between institutions and publishers, based on a draft document which was produced as part of the 2nd ESAC Offsetting Workshop in March 2017. These recommendations should be seen as a minimum set of practical and formal requirements for offsetting agreements and are necessary to make any publication-based open access business model work.