Transform2Open – Cost Monitoring, Criteria, Competencies, and Processes of Open Access Transformation

Transform2Open项目致力于进一步制定与学术机构开放获取转型的财务层面有关的预算、标准、能力和相关流程。虽然朝着更多开放获取出版物的方向发展是积极的，但执行措施--特别是在应用和筹资机会方面--存在零散的情况，这目前阻碍了这一转变，并使其难以在2015年前达到联邦目标，即开放获取出版物的比例达到70%。Transfom2Open的一个特别重点是在地方、国家和国际各级促进成本透明度的方法。因此，该项目促进了德国开放获取转型结构的形成。该项目的核心是由对话论坛组成，在这些论坛中，根据“全球思维，本地化行动”的座右铭，制定了在大学和非大学研究机构形成开放获取转型的战略、概念和措施。Transform2Open项目通过下列活动支持德国研究机构的变革活动：改进成本监测及其进一步发展；促进图书馆预算、第三方资金和科学机构的其他财政资源之间的互动，以制定信息预算；进一步制定与商业出版物服务提供商签订合同的标准并使之国际化；优化出版物以及相关元数据和发票处理的工作流程；围绕开放获取转型的财务框架条件提高透明度；以及调查科研机构参与开放式获取转型的人员的组织结构和能力概况。通过这样做，该项目确保了与各种变革性努力的成功互动，包括项目交易、科学组织联盟的开放获取战略、德国的其他倡议和项目(例如，13+论坛和GASCO)以及与国际OA2020倡议的互动。

The project Transform2Open is dedicated to the further development of budgets, criteria, competencies, and related processes concerning the financial dimension of the Open Access transformation at academic institutions. While the development towards more Open Access publications is positive, there is a fragmentation of implementation measures – especially in terms of application and funding opportunities –, which currently hinders the transformation and makes it difficult, for example, to reach the federal target of 70% open access publications by 2015. A particular focus of Transfom2Open is placed on methods to promote cost transparency at the local, national, and international levels. Thus, the project promotes the formation of structures for the Open Access transformation in Germany. The core of the project is formed by dialogue forums in which strategies, concepts, and measures for shaping the Open Access transformation at universities and non-university research institutions are developed under the motto "think globally, act locally". The project Transform2Open supports transformation activities at research institutions in Germany through the following activities: Improving cost monitoring and its further development; promoting the interaction of library budgets, third-party funding, and other financial resources at scientific institutions towards the creation of information budgets; further development and internationalization of criteria for contracts with commercial publication service providers; optimization of workflows around the handling of publications as well as the associated metadata and invoices; promotion of transparency around the financial framework conditions of the Open Access transformation; as well as the investigation of organizational structures and competence profiles for persons involved in the Open Access transformation at scientific institutions. In doing so, the project ensures the successful interaction with various transformative endeavors, including Project DEAL, the Open Access strategy of the Alliance of Science Organizations, other initiatives and projects in Germany (e.g., Forum 13+ and GASCO) and with the international OA2020 initiative.