The amount of information researchers want about transitional agreements (TAs) will vary. We’ve summarised six key messages about TAs to support the creation of guidance material or presentations for researchers.
Institutions may want to provide researchers with title lists of the journals included in TAs. See guidance below on how to get title lists from KB+.
Transitional agreements will increase the proportion of UK research published as open access
- TAs aim to enable 100% of research by eligible authors to be published as OA
- TAs may provide uncapped OA publishing from the outset or increase the threshold each year or until it reaches 100%
- Prior to TAs the level of research published as OA typically depended on several factors, including the availability of funding for APCs or publishers permitting deposit of a version of a manuscript in a repository
Transitional agreements enable funder compliance
- TAs are examples of the ‘transformative arrangements’ referred to in the Plan S implementation guidance
- TAs include subscription (hybrid) journals
- Funder OA policies based on Plan S principles don’t support publishing in hybrid journals unless the journal is part of a TA or allows compliant Green OA
There are various models of transitional agreements
- One size (model) doesn’t fit all publishers or institutions - see descriptions of current models on our publisher information webpage
- Factors such as the number of UK subscriptions and the volume of UK publishing or the business model of the publisher (eg journal content is invited review articles) are considered when TAs are developed
- Some TAs cap the number of articles that can be published as gold OA each year so the options available to researchers may change during each year of an agreement
Transitional agreements increase efficiencies
- Publisher submission systems guide authors to TAs they are eligible for
- TAs reduce the number of individual APC payments
- Publishers do not delay publishing papers as gold OA within TAs
Transitional agreements are one of the mechanisms supporting the transformation of scholarly communication
- Researchers concerned that Plan S would affect their choice of where to publish can be reassured that publishing in subscription (hybrid) journals within TAs is permissible
- Plan S signatories have committed to supporting TAs financially until 31 December 2024 – during the Plan S transition period the sector can define models for the future shape of scholarly communication in alignment with commitments to DORA
- Jisc has established a TA oversight group to monitor the effectiveness of TAs and publishers’ longer-term OA plans
Transitional agreements reduce costs and potential additional costs including spend ‘in the wild’
- TAs consolidate payments for access to paywalled content and OA publishing into a single participation fee
- Jisc’s 2017 analysis showed that achieving 100% gold OA based on average APC payments would have cost the UK approximately £340m, around twice the amount spent on journal subscriptions in the UK
You can find title lists for all Jisc TAs on the Knowledge Base+ public export page. Use the search function to find a specific TA package.
NB. Package names are in the format “Publisher:Consortium:Agreement name (list type), eg “Sage:Jisc Collections:SAGE Journals Read & Publish 2020-2022 Agreement (Publishing List)”.
For TAs, there may be several list types:
- Reading list – your users will have access to this content
- Publishing list – your eligible authors can publish in these journals under the agreement
- Open access –depending on the agreement, payment of APCs may be required to publish in these gold OA journals
The title list can be viewed on the public export page and downloaded in various formats. KBART II or KBPlus(CSV) can both be opened in spreadsheet software, eg Microsoft Excel. You can also link directly to package pages, eg https://www.kbplus.ac.uk/kbplus7/publicExport/pkg/2397.