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Thursday, November 6 • 12:45pm - 2:00pm
How to Handle Article Processing Charges: Learning, Sharing, and Looking Ahead

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Slides from Barbara DeFelice
Slides from Patti Gallilee

Slides from Jennifer Goodrich

Slides from Simon Thomson

A growing number of funding bodies in the USA are mandating open access publication by those they fund and in the universities this is one reason for an increasing number of researchers who want to publish in open access or hybrid journals and seek financial help. Some universities have their own allocated funds but they and many others have to find some way of matching funding with publishers for their researchers. It is now customary see libraries as administrators for these funds: a UK group found the processing to be a “huge headache” for librarians there and in the USA there is a growing realisation that the “headache” has crossed the Atlantic and month by month is growing more severe.

This “lively lunch” is intended to bring a panel of speakers with experience into discussion with the various stakeholders represented at the Charleston Conference, not just librarians but publishers and intermediaries too and ideally researchers and funders. The context for newcomers to the complexities of paying for open access will be provided but the main business will be practical problems and possible solutions. The following speakers will give short initial presentations are Patty Gallilee, Associate University Librarian Collections & Scholarly Communication, who manages the fund at Simon Fraser University Library; Barbara DeFelice, Director, Digital Resources and Scholarly Communication Programs at Dartmouth College, who will discuss both her own practices and that of other US libraries; Simon Thomson, Founder and Chief Executive Officer of Open Access Key, who has worked on a ground breaking project with Jisc Collections in the UK on behalf of the library community, and Jennifer Goodrich from the Copyright Clearance Center who have created a system for publishers. The session will be facilitated by Anthony Watkinson, Principal Consultant of CIBER Research

Those attending this session may find http://aoasg.org.au/managing-article-processing-charges/ produced by the Australian Open Access Support Group a useful introduction.


avatar for Anthony  Watkinson

Anthony Watkinson

Principal Consultant, CIBER Research
Anthony Watkinson is the Principal Consultant at CIBER Research and is an associate of Oxford Brookes University and an honorary lecturer at University College London. For publications see the Ciber site. He is a director of the Charleston Conference, a member of the editorial board of the Charleston Advisor and co-organiser of the Fiesole Retreats. He also consults for the Publishers Association and organises events and writes for the... Read More →

avatar for Barbara DeFelice

Barbara DeFelice

Director, Digital Resources and Scholarly Communication Programs, Dartmouth College
Barbara DeFelice is the Director of the Digital Resources and Scholarly Communication Programs for the Dartmouth College Library. She develops and leads programs in the areas of open access, copyright, and publishing, with a focus on education and outreach to faculty, students, and staff through events, workshops, presentations, and individual discussions. She develops educational materials, policies, and guidelines to forward the needed... Read More →
avatar for Patty Gallilee

Patty Gallilee

Associate University Librarian Collections & Scholarly Communication, Simon Fraser University Library
Patty Gallilee is the Associate University Librarian, Collections & Scholarly Communication at Simon Fraser University in British Columbia. Before working in Collections, she worked as a cataloguer, and in serials and acquisitions management. As administrator of the SFU Open Access Fund (2010-    ) she has worked closely with publication & author eligibility, author queries about the fund, and invoicing issues.
avatar for Jennifer Goodrich

Jennifer Goodrich

Director of Product Management, Copyright Clearance Center
As Director of Product Management at Copyright Clearance Center (CCC), Jennifer directs the development and evolution of the RightsLink® for Open Access platform. The platform, built on ten years of experience assisting publishers in collecting author charges, is CCC’s next generation service designed to simplify the collection and management of article processing charges or APCs. She and the RightsLink team work closely with... Read More →
avatar for Simon Thomson

Simon Thomson

Founder and Chief Executive Officer, Open Access Key
Simon began his career in academic publishing with Scandinavian University Press in 2000, subsequently purchased by Taylor & Francis. He held several positions including Head of Non-Subscription Income. In 2006 Simon accepted the role of Publishing Director with the Institution of Engineering and Technology (IET) and headed the academic journals and INSPEC database divisions for 3 enjoyable years, before being offered the position of Director... Read More →

Thursday November 6, 2014 12:45pm - 2:00pm
Gold Ballroom, Francis Marion Hotel 387 King Street, Charleston, SC 29403