Presentation and panel to UC Berkeley community at Morrison Library. January 31, 2020.

1. Copyright & Fair Use for Digital Projects
Publish or Perish Reframed:
Navigating the New Landscape
of Scholarly Publishing
Office of Scholarly
Communication Services
Berkeley Library
Rachael Samberg, J.D., MLIS
Timothy Vollmer, MSI

2. 2

3. The State of OA, Piwowar et al.
https://peerj.com/articles/4375/3

4. Our Speakers for Today
- Rachael Samberg
- Timothy Vollmer
- Benjamin Hermalin
- Philip Stark
4

5. “The distinctive mission of the University is to serve society
as a center of higher learning, providing long-term societal
benefits through transmitting advanced knowledge.”
MISSION: “TRANSMITTING ADVANCED KNOWLEDGE”

6. UC authors 50,000 articles / year
But only 15% freely available*
*In final published form
(just 6% for Elsevier)
MISSION: “TRANSMITTING ADVANCED KNOWLEDGE”

7. Publishing Lifecycle
(adapted from University of Winnipeg)
Creation
Evaluation
Publication
Dissemination
& Access
Preservation
Reading /
Reuse
Topic is conceived proposed,
funded, pursued
Project is reviewed
for quality
Publisher edits,
provides layout, other
services
Works are distributed
Copies or versions
are saved for
posterity
Works are read,
cited, recombined

8. Authors2
Societies6
Libraries5
Funders4
Publishers7Universities3
Publishing Stakeholders
Readers1

9. Serials
<$12M
Binding etc.
~$500K
Monographs
>$7M
Total
~$19M
Example: library funding

10. Serials
<$12M
Binding etc.
~$500K
Monographs
>$7M
Total
~$19M
Example: library funding
Elsevier ~$1.75M/year
for UCB Library

11. OPEN ACCESS
PUBLISHING
APPROACHES
___ ___
11

12. Green
Open Access
12

13. Assignment
of
Copyright

14. Green
Open Access
Opportunities
● Distributed costs
● Deposits are free
● Long-term preservation
Challenges
● Barriers to depositing
● Confusion re: versions
● Perception of lack of
authoritativeness of
“post-print”
● Dependent on publishers
foregoing waivers

15. Gold Open Access -
Article Processing
Charges (APCs)
Opportunities
● Authors exert market
pressure through
decision-making,
potentially keeping APCs in
check
● Library subscription spends
or memberships repurposed
to cover APCs
Challenges
● Availability of $ to cover
author-pays approach
● Need to control hybrid
journals

16. Gold Open Access -
No APCs (sometimes
called “diamond OA”)
Opportunities
● No cost to authors
● Inherently equitable
for “Global South”
Challenges
● Vulnerability; depends
on collective $ pool
● Too great a ratio of
institutions need to
participate to
incentivize / avoid
free rider

17. EMPOWERING
UNIVERSITIES
___ ___
17

18. UCOLASC
PRINCIPLES Control costs
Open Access
SLASIAC
CALL TO
ACTION

19. What does UC’s transformative agreement look like?

20. EMPOWERING
AUTHORS
___ ___
20

21. Retain
Copyright in
Publishing
Agreements