May 23, 2022

“How Libraries Can Support Society Publishers to Accelerate Their Transition To Full And Immediate OA And Plan S”

UPDATE September 12, 2019

Independent Report and Transformative Agreement Toolkit Launched to Support Learned Society Publishers Transition To Immediate Open Access And Align With Plan S

The report and toolkit are designed to help support learned society publishers to accelerate their transition to Open Access (OA), and enter into transformative agreements that unlock a multi-year transitional pathway compliant with Plan S for hybrid OA titles. Plan S, an initiative of international funders and charitable foundations called cOAlition S, seeks to move to a world where all research findings are made immediately available to all.

This work was funded by Wellcome Trust and UK Research and Innovation (UKRI) – two UK members of cOAlition S – working in partnership with the Association of Learned & Professional Society Publishers (ALPSP). It is part of a range of activity that cOAlition S partners are taking forward to support the implementation of Plan S principles. An independent study and report were commissioned in response to concerns of learned society publishers reliant on the hybrid OA publishing model and worried about the uneven availability of funding to pay for OA Article Processing Charges.

Alicia Wise and Lorraine Estelle at Information Power documented 27 business models and strategies that can be deployed by publishers to transition successfully to OA.  Only three of these rely on author payments to fund article publishing.

Direct to All Report Materials

Direct to Report
83 pages; PDF.

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The journal article linked below was published on September 4, 2019.


How Libraries Can Support Society Publishers to Accelerate Their Transition To Full And Immediate OA And Plan S


Alicia Wise
Information Power

Lorraine Estelle
Information Power


The relationship between libraries and society publishers has not previously been a close one. While transactions have in the past been mediated by third parties, larger commercial publishers or agents, there is now an opportunity for strategic new collaborations as societies seek to transition to open access (OA) and deploy business models compliant with Plan S. [Emphasis Ours] Wellcome, UK Research and Innovation (UKRI) and the Association of Learned and Professional Society Publishers (ALPSP) commissioned Information Power Ltd to undertake to support society publishers in accelerating their transition to OA in alignment with Plan S. Outcomes demonstrate support in principle from library consortia and their members to repurpose existing expenditure to help society publishers to successfully make a full transition to OA. Principles to inform the short- and medium-term development of OA transformative agreements have been co-developed by consortium representatives and publishers to inform development of an OA transformative agreement toolkit.

Direct to Full Text Article

About Gary Price

Gary Price ( is a librarian, writer, consultant, and frequent conference speaker based in the Washington D.C. metro area. Before launching INFOdocket, Price and Shirl Kennedy were the founders and senior editors at ResourceShelf and DocuTicker for 10 years. From 2006-2009 he was Director of Online Information Services at, and is currently a contributing editor at Search Engine Land.