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<p class="MsoNormal"><span lang="EN-US" style="color:#1F497D">++Apologies for cross-posting++<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="color:#1F497D">Dear colleagues,<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">May I draw your attention to a recent UKSG Insights article on the requirements for offsetting agreements in terms of their strategic goal and the necessary workflow improvements:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Geschuhn, K. & Stone, G., (2017). It’s the workflows, stupid! What is required to make ‘offsetting’ work for the open access transition. Insights. 30(3), pp.103–114. DOI:
<a href="http://doi.org/10.1629/uksg.391">http://doi.org/10.1629/uksg.391</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">The paper makes the case for stronger engagement of libraries and consortia when it comes to negotiating and drafting offsetting agreements. Two workshops organized by the Efficiencies and Standards for Article
Charges (ESAC) initiative in 2016 and 2017 have shown a clear need for an improvement of the current workflows and processes between academic institutions (and libraries) and the publishers they use in terms of author identification, metadata exchange and
invoicing. Publishers need to invest in their editorial systems, while institutions need to get a clearer understanding of the strategic goal of offsetting. To this purpose, strategic and practical elements, which should be included in the agreements, will
be introduced. Firstly, the Joint Understanding of Offsetting, launched in 2016, will be discussed. This introduces the ‘pay-as-you-publish’ model as a transitional pathway for the agreements. Secondly, this paper proposes a set of recommendations for article
workflows and services between institutions and publishers, based on a draft document which was produced as part of the 2nd ESAC Offsetting Workshop in March 2017. These recommendations should be seen as a minimum set of practical and formal requirements for
offsetting agreements and are necessary to make any publication-based open access business model work.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Best regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Kai Geschuhn<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Tw Cen MT","sans-serif";color:gray;mso-fareast-language:DE">Ms. Kai Karin Geschuhn<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Tw Cen MT","sans-serif";color:gray;mso-fareast-language:DE">Innovative Services & Open Access<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tw Cen MT","sans-serif";color:gray;mso-fareast-language:DE">Max Planck Digital Library<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tw Cen MT","sans-serif";color:gray;mso-fareast-language:DE">Amalienstraße 33 | 80799 München<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Tw Cen MT","sans-serif";color:gray;mso-fareast-language:DE">Phone +49 (0) 89 38602 253<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Tw Cen MT","sans-serif";color:gray;mso-fareast-language:DE">Fax +49 (0) 89 38602 290<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Tw Cen MT","sans-serif";color:gray;mso-fareast-language:DE"><a href="mailto:geschuhn@mpdl.mpg.de">geschuhn@mpdl.mpg.de</a><o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Tw Cen MT","sans-serif";color:gray;mso-fareast-language:DE"><a href="http://www.mpdl.mpg.de">www.mpdl.mpg.de</a><o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Tw Cen MT","sans-serif";color:gray;mso-fareast-language:DE"><a href="http://orcid.org/0000-0001-5849-8751">http://orcid.org/0000-0001-5849-8751</a></span><span lang="EN-US" style="mso-fareast-language:DE"><o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US"><o:p> </o:p></span></p>
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