Joint Understanding of Offsetting

In March 2016, an international group of librarians, consortium leaders and negotiators met on invitation of the ESAC initiative to discuss new types of agreements currently labelled as “offsetting” or “open access big deals”.
As a result of the two-day workshop, the participants agreed upon the following objectives, mechanisms and required tools with regard to offsetting.
This document should serve as a reference and starting point for research institutions and libraries in order to jointly work on sustainable parameters for the global open access transition. We invite further institutions to collaborate with us in this matter as well as we invite publishers to partner with the ESAC initiative.

Objectives of offsetting agreements


Mechanisms of offsetting agreements





Tools and infrastructure

Beyond that network, the following tools are needed: