Abstract
Agreements with open access (OA) elements (e.g. agreements with APC discounts, offsetting agreements, read and publish agreements) have been increasing in number in the last few years. With more agreements including some form of OA, consortia and academic institutions need to monitor the number of OA publications, the costs and the value of these agreements. Publishers are therefore required to account for the articles published OA to consortia, academic institutions and research funders. One way publishers can do so is by providing regular reports with article-level metadata. This article uses the Knowledge Exchange (KE) and the Efficiency and Standards for Article Charges (ESAC) initiative recommendations as a check-list to assess what article-level metadata consortia request from publishers and what metadata publishers deliver to consortia. KE countries’ agreements with major publishers were analysed to assess how far consortia and publishers are from requesting and providing article-level metadata. The results from this research can be used as a benchmark to determine how major publishers were performing until early 2019 and prior to Plan S coming into effect in 2021. A recommendation is made that publishers use the article-level metadata check-list as a template to provide the metadata recommended by KE and ESAC.
Highlights
This study focused on analysing Knowledge Exchange (KE) countries’[1] agreements with major publishers, agreements with open access (OA) elements, to identify what article-level metadata consortia and academic institutions request from publishers and whether publishers deliver this
The agreements with OA elements were considered valid for analysis because the main focus of the research was to look at the elements of agreements that comply with the gold route to OA
Comparison of results By comparing the results between what article-level metadata consortia requested in contracts or in other relevant documentation versus what metadata publishers provided, it is possible to assess how far consortia and publishers are from being aligned with the KE and Efficiency and Standards for Article Charges (ESAC) recommendations
Summary
This study focused on analysing Knowledge Exchange (KE) countries’[1] agreements with major publishers, agreements with open access (OA) elements, to identify what article-level metadata consortia and academic institutions request from publishers and whether publishers deliver this. The representatives from each KE country undertook this research as part of their work on the Monitoring OA group.[2] They collected information from agreements with major publishers in each KE country and created an article-level metadata check-list based on the KE and the Efficiency and Standards for Article Charges (ESAC) recommendations. They have repurposed the check-list as a template for consortia and academic institutions to use to request publishers to deliver article-level metadata. Developed a template for publishers to use to provide article-level metadata to consortia and academic institutions based on the check-list.[10]
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