1. Plan S: Making full and immediate Open Access a reality
M25 Directors’ Briefing, 24th June
Robert Kiley, cOAlition S Coordinator

2. Agenda Consultation exercise Summary of Plan S and key changes
Current partners
Working with key stakeholders
Future activities
Questions

3. Feedback Responses: 344 Institutional and 263 Individual
Individuals: 213 researchers, 15 librarians, 35 others

4. Responses all online

5. Plan S: Built on strong principles
No publication should be locked behind a paywall
OA must be immediate, i.e. no embargo periods
No copyright transfer; publication under a CC BY license by default
Transparency about pricing and contracts
Funders commit to support publication fees at a reasonable level
Multiple routes to OA compliance
Commitment to assess research outputs based on their intrinsic merit and NOT venue of publication

6. Implementation guidance – key changes (1)
Timeline extended by one year:
Calls published as of 1 January 2021 onwards
Transformative arrangements will be supported until 2024
Options for range of transformative arrangements are supported
Transformative agreements, transformative model agreements, and ‘transformative journals’)
Greater clarity on compliance routes:
cOAlition S supports a diversity of business models
Plan S is NOT just about Gold OA

7. Multiple routes to compliance

8. Implementation guidance – key changes (2)
Funders commit to implement DORA principles when undertaking research assessment
Greater emphasis on the transparency of OA publication fees to inform potential standardisation and capping of payments
Option to request a CC-BY-ND licence as an exception
Technical requirements for journals, platforms and repositories revised (and simplified)

9. cOAlition S: alignment of Open Access policies
National European funders:
Austria: FWF
Finland: AKA
France: ANR
Ireland: SFI
Italy: INFN
Luxembourg: FNR
Netherlands: NWO
Norway: RCN
Poland: NCN
Slovenia: ARRS
Sweden: FORMAS, FORTE, VINNOVA
UK: UKRI
European funders:
European Research Council
European Commission
Charitable foundations:
The Wellcome Trust
The Bill & Melinda Gates Foundation
Global dimension
Jordan: HCST
Zambia : NSTC
African Academy of Sciences
The Government of India
Sao Paulo Statement : AmeLICA, SciELo, African Open Science Platform, OA2020, cOAlition S
Coordinated action with OA2020

10. Working with key stakeholders: publishers
In active discussions with publishers – such as the Society Publishers’ Coalition and Springer Nature – to explore Plan S-compliant publishing models

11. Working with key stakeholders: publishers
…other journals supporting “green” (at least as an interim model)

12. Working with key stakeholders: learned societies
Wellcome and UKRI, in partnership with ALPSP are funding a study to explore alternative business model for learned society publishers
Key deliverable will be the development of a model transformative agreement and implementation framework

13. Working with key stakeholders: ECR’s
Working with researcher groups to ensure we understand their concern and find ways of mitigating them
Seeking to work with GYA on developing indicators to measure impact of Plan S on ECR’s

14. Working with key stakeholders: universities

15. Working with key stakeholders: other OA initiatives
Plan S is clearly acting as a spur to encourage a transition to OA – as witnessed by the upsurge in transformative agreements

16. Other activities
Formal governance structure for cOAlition S established
Working to engage more research funders to align their policies with Plan S – the appointment OA Champion will help with this
Seeking to establish a Secretariat to help coordinate and support future activities
Established a network of Ambassadors

17. Working together to deliver OA
Plan S is one part of wider open science movement, looking to move the dial in terms of providing OA to the scholarly literature
To fully deliver on its ambition – to make full and immediate OA a reality – we need a global coalition of funders, but also institutions, researchers and publishers