In November 2021, with the support of the Association of Learned and Professional Society Publishers (ALPSP) and cOAlition S, four ‘task and finish’ working groups were established. The authors facilitated and supported these groups. Each group was responsible for producing tools that will enable library consortia and small independent publishers to negotiate transformative agreements, which is to say, agreements that will enable the publisher to fully transition to open access. The first task and finish group developed shared principles for transformative agreements. The second developed a data template to enable smaller independent publishers to reach agreements with library consortia and libraries, while the third developed example licence agreements. These groups recognized that the implementation of a transformative agreement crosses a complex ecosystem of technology, processes, policies, automated functions and manual functions that relate to contract management, article submission and peer review, content hosting and dissemination as well as financial management. For this reason, a fourth group produced a workflow framework that describes the process in all its phases. The members of these four groups were volunteers from stakeholder communities including libraries, library consortia, smaller independent publishers and intermediaries. This article explains why these tools are needed and the process behind their creation. The authors have combined these tools into a freely available toolkit, available under a CC BY licence.
Based on the responses to the Data task and finish group’s survey, the first nine of these requests are included in the data template (i.e. all the additional requests supported by more than 40% of respondents). Article type is desirable rather than mandatory, as there is variation across disciplines about this and no controlled vocabulary on which to rely (Source: 10.1629/uksg.585)
Gary Price (gprice@gmail.com) is a librarian, writer, consultant, and frequent conference speaker based in the Washington D.C. metro area.
He earned his MLIS degree from Wayne State University in Detroit.
Price has won several awards including the SLA Innovations in Technology Award and Alumnus of the Year from the Wayne St. University Library and Information Science Program. From 2006-2009 he was Director of Online Information Services at Ask.com.
