ESAC Workflow recommendations for transformative agreements

Transitioning from subscription-based models to open access publishing in many cases requires new workflows, as transactions shift from the journal or journal package level down to the granular level of articles. Below are detailed workflow recommendations on three key areas that libraries should integrate into their transformative agreements. Further below sample agreement terms are provided.


A) Author & article identification & verification


B) Funding acknowledgement and metadata


C) Invoicing and reporting


These recommendations were developed in 2017, at the 2nd ESAC Offsetting Workshop attended by libraries, funders and publishers from seven European countries, the United States and Japan. They have also been published in UKSG Insights. To learn more, please read also an article by colleagues at the Vienna University Library about workflows for open access agreements.


Sample Workflow Terms for Transformative Agreements