Transcript of Reed Elsevier Group’s 2008 Earnings Call

Seeking Alpha has published a transcript of the Reed Elsevier Group's 2008 earnings call.

Here's an excerpt:

[Sir Crispin Davis] Turning now to the individual businesses, Elsevier had a good year, good overall results and the internals I think are genuinely encouraging. Renewals went up again to 98%, and if you think about this, this is extraordinary, that among our 6000 customers across over 150 countries in the word that we can get 98% renewal rate in these times.

Usage rose up again well about to 20% in terms of actual downloads, average subscription contract more that 3 years, and the present round of renewals is going very well. For example, one of our more challenging clients, California Digital Library, we signed a five-year contract with them recently. . . .

Again, underlying this is a lot of encouraging data in terms of the quality of our content and publications. The last two years we've seen citation rates rise up. We've seen impact factors rise up. For example, Sale this year for the first time overtook Nature and Science in terms of impact factors. Article submissions were up 4% to 5%, usage up over 20%, renewals running at a very high rate. So, as well as the sort of financial performance numbers, I think the underlying performance metrics in Elsevier both on science and health look strong.

“Scientific Journal Publishing: Yearly Volume and Open Access Availability”

Bo-Christer Björk, Annikki Roos and Mari Lauri have published "Scientific Journal Publishing: Yearly Volume and Open Access Availability" in the latest issue of Information Research.

Here's an excerpt from the abstract:

Results. We estimate that in 2006 the total number of articles published was approximately 1,350,000. Of this number 4.6% became immediately openly available and an additional 3.5% after an embargo period of, typically, one year. Furthermore, usable copies of 11.3% could be found in subject-specific or institutional repositories or on the home pages of the authors.

Senate Spending Bill Includes NIH Open Access Provision

The Senate spending bill, which has been reported by the Washington Post and others as having passed, includes an NIH open access provision.

Here's an excerpt from "In 2009 Appropriations Bill, NIH Public Access Mandate Would Become Permanent":

In the section funding the NIH, section 217, pertaining to public access, reads:

"The Director of the National Institutes of Health shall require in the current fiscal year and thereafter [emphasis added] that all investigators funded by the NIH submit or have submitted for them to the National Library of Medicine's PubMed Central an electronic version their final, peer-reviewed manuscripts upon acceptance for publication, to be made publicly available no later than 12 months after the official date of publication: provided, That the NIH shall implement the public access policy in a manner consistent with copyright law."

In his "Congress Makes NIH Policy Permanent (but for Conyers Bill) post," Peter Suber points out that because of the Fair Copyright in Research Works Act the NIH Public Access policy is still in danger.

Lawrence Lessig Replies to Rep. John Conyers about the Fair Copyright in Research Works Act

Lawrence Lessig has replied to Rep. John Conyers' "A Reply to Larry Lessig," which was written in response to "Is John Conyers Shilling for Special Interests?" by Lawrence Lessig and Michael Eisen.

Here's an excerpt:

Supporting citizens' funding of the nation's elections—as Mr. Conyers has—is an important first step. That one change, I believe, would do more than any other to restore trustworthiness in Congress.

But that's not all you could do, Mr. Conyers. You have it within your power to remove any doubt about the reasons you have for sponsoring the legislation you sponsor: Stop accepting contributions from the interests your committee regulates. This was the principle of at least some committee chairmen in the past. It is practically unheard of today. But you could set an important example for others, and for America, about how an uncorrupted system of government might work. And you could do so without any risk to your own position—because the product of your forty years of extraordinary work for the citizens of Michigan means that they'll return you to office whether or not you spend one dime on a reelection. Indeed, if you did this, I'd promise to come to Michigan and hand out leaflets for your campaign.

Until you do this, Mr. Conyers, don't lecture me about "crossing a line." For I intend to cross this line as often as I can, the outrage and scorn of Members of Congress notwithstanding. This is no time to play nice. And yours is just the first in a series of many such stories to follow—targeting Republicans as well as Democrats, people who we agree with on substance as well as those we don't, always focusing on bad bills that make sense only if you follow the money.

John Wiley & Sons FY 2009 Third Quarter STMS Revenue Declines 13% to $202 Million

Because of an "unfavorable $35 million foreign exchange impact," John Wiley & Sons' fiscal year 2009 third quarter Scientific, Technical, Medical, and Scholarly (STMS) revenue was down 13% to $202 million; however, on a "currency neutral basis," revenue grew 2%. (Wiley's fiscal year runs from May 1 to April 30.)

Here's an excerpt from the press release:

Journal subscription revenue was on par with prior year, as revenue from new journals was partially offset by the aforementioned processing delays and lower backfile sales. STMS book sales improved in markets outside the US. Publishing areas that exhibited significant growth include the life sciences, professional, and the social sciences and humanities.

The journal subscription renewal delays were related to the consolidation of Wiley and Blackwell fulfillment systems and licensing practices, which is the last significant integration project and one of the most complex undertakings in the overall process. While the problems that caused the delays were substantially resolved by the end of the quarter, some of the processing backlog remained. Approximately $7 million of revenue on yet-to-be processed customer journal licenses will be earned in the fourth quarter. The delays also affected cash collections through January. . . .

For the first nine months of fiscal year 2009, global STMS revenue was flat with prior year at $696 million, but advanced 6%, excluding unfavorable foreign exchange. Contributing to the year-over-year growth was a $17 million acquisition accounting adjustment related to the Blackwell acquisition that reduced revenue in the comparable prior year period, as well as increased journal revenue. All regions exhibited growth. Direct contribution to profit for the first nine months rose 4% to $277 million, or 10% excluding unfavorable foreign exchange. The increase reflects higher journal subscription revenue and prudent expense management, partially offset by editorial costs associated with new journals and the aforementioned delay in journal subscription renewals.

Wiley's FY 2008 results are summarized in its "John Wiley & Sons, Inc. Reports Record Revenue and Earnings in Fiscal Year 2008" press release.

Michael Eisen Replies to Rep. John Conyers about the Fair Copyright in Research Works Act

Michael Eisen has replied to Rep. John Conyers' "A Reply to Larry Lessig," which was written in response to "Is John Conyers Shilling for Special Interests?" by Lawrence Lessig and Michael Eisen. (Thanks to Open Access News.)

Here's an excerpt:

Unfortunately, Representative Conyers actions do not reflect his words. This bill was introduced in the last Congress. The Judiciary Committee then held hearings on the bill, in which even the publishers' own witnesses pointed out flaws in its logic and approach. In particular, a previous Registrar of Copyrights, clearly sympathetic to the publishers' cause, acknowledged that the NIH Policy was in perfect accord with US copyright law and practice. If Conyers were so interested in dealing with a complex issue in a fair and reasonable way, why then did he completely ignore the results of this hearing and reintroduce the exact same bill—one that clearly reflects the opinions of only one side in this debate?

Peter Suber Replies to Rep. John Conyers about the Fair Copyright in Research Works Act

Peter Suber has replied to Rep. John Conyers' "A Reply to Larry Lessig," which was written in response to "Is John Conyers Shilling for Special Interests?" by Lawrence Lessig and Michael Eisen.

Here's an excerpt:

I thank Rep. Conyers for making a public defense of his bill in a forum which offers the public a chance to respond.  I also respect his record on other issues, including civil rights and bankruptcy, and his current efforts to compel the testimony of Karl Rove and Harriet Miers. On research publications, however, he's backing the wrong horse, and his arguments for siding with publishers against scientists and taxpayers are not strong.

(1) Rep. Conyers insists that the House Judiciary Committee should have been consulted on the original proposal for an open-access policy at the NIH. However, William Patry, former copyright counsel to the House Judiciary Committee (and now chief copyright counsel at Google), believes that "the claim that the NIH policy raises copyright issues is absurd," and that the Judiciary Committee did not need to be in the loop.  I understand that the House Rules Committee came to a similar decision when formally asked. . . .

Clearly Rep. Conyers disagrees with these views. But they should suffice to show that bypassing the Judiciary Committee was not itself a corrupt maneuver.

If it's important to revisit the question, I hope Rep. Conyers can do it without backing a bill from a special interest lobby that would reduce taxpayer access to taxpayer-funded research. A turf war is not a good excuse for bad policy. On the merits, see points 2 and 3 below.

For more independent views that the NIH policy does not raise copyright issues, see the open letter to the Judiciary Committee from 46 lawyers and law professors specializing in copyright.

(2) Rep. Conyers accepts the publisher argument that the NIH policy will defund peer review by causing journal cancellations. The short answer to that objection is that (a) much higher levels of open-access archiving, of the kind the NIH now requires, have not caused journal cancellations in physics, the one field in which we already have evidence; (b) subscription-based journals are not the only peer-reviewed journals; and (c) if the NIH policy does eventually cause journal cancellations, then libraries would experience huge savings which they could redirect to peer-reviewed OA journals, whose business models do not bet against the internet, public access, or the NIH policy.

For a detailed analysis of the objection that government-mandated open access archiving will undermine peer review, and a point-by-point rebuttal, see my article in the SPARC Open Access Newsletter from September 2007.

(3) Rep. Conyers writes that the NIH policy "reverses a long-standing and highly successful copyright policy for federally-funded work and sets a precedent that will have significant negative consequences for scientific research." It's true that the policy reverses a long-standing copyright policy.  But the previous policy was unsuccessful and perverse, and had the effect of steering publicly-funded research into journals accessible only to subscribers, and whose subscription prices have been rising faster than inflation for three decades. Both houses of Congress and the President agreed to reverse that policy in order to allow the NIH to provide free online access to the authors' peer-reviewed manuscripts (not the published editions) 12 months after publication (not immediately). This was good for researchers, good for physicians and other medical practitioners, good for patients and their families, and good for taxpayers. It was necessary to make NIH research accessible to everyone who could use it and necessary to increase the return on our large national investment in research. It was necessary from simple fairness, to give taxpayers—professional researchers and lay readers alike—access to the research they funded.

On the "significant negative consequences for scientific research":  should we believe publishers who want to sell access to publicly-funded research, or the research community itself, as represented by 33 US Nobel laureates in science, the Association of American Universities, the Association of Research Libraries, and a host of patient advocacy groups?

For further information about the Fair Copyright in Research Works Act, see Suber's article "Re-introduction of the Bill to Kill the NIH policy" and his post "Aiming Criticism at the Right Target."

University of Arizona Libraries Collaborate with Faculty Member to Publish New E-Journal

The University of Arizona Libraries and UA Regents' Professor Richard Wilkinson have collaborated to publish a new quarterly e-journal, the Journal of Ancient Egyptian Interconnections.

Here's an excerpt from the press release:

The Journal of Ancient Egyptian Interconnections, or the JAEI, was created by Wilkinson, a UA classics and Near Eastern studies professor, and will be hosted on the UA Libraries' institutional repository site, also known as UAiR.

The digitially-based, peer-reviewed journal explores the relationship between ancient Egypt and its surrounding regions and helps develop an important new trend in Egyptological scholarship by taking an interdisciplinary approach.

The journal publishes full-length articles, which have been subjected to the same peer-reviewed, blind screening process used by traditional scholarly print journals. The JAEI will also include short research notes, reviews of published works, announcements and reports of relevant conferences and symposia.

The journal also examines the relationship between ancient Egypt and its neighbors through different lenses, ranging from history to technology to art and religion. . . .

The journal counts Oxford and Harvard universities among its initial subscribers and subscriptions have already been received from a number of countries. Interest has also been high among scholars wanting to contribute to the journal.

How Professors Think: Inside the Curious World of Academic Judgment

Harvard University Press has published How Professors Think: Inside the Curious World of Academic Judgment.

Here's an excerpt from the book description:

In the academic evaluation system known as "peer review," highly respected professors pass judgment, usually confidentially, on the work of others. But only those present in the deliberative chambers know exactly what is said. Michèle Lamont observed deliberations for fellowships and research grants, and interviewed panel members at length. In How Professors Think, she reveals what she discovered about this secretive, powerful, peculiar world.

Read more about it at "The 'Black Box' of Peer Review."

Thomson Reuters Scientific's 2008 Revenues Were $604 Million

Thomson Reuters Scientific had revenues of $604 million, which represented a 8% increase "before currency," partially fueled by the ISI Web of Knowledge/Web of Science's double-digit growth.

Here's an excerpt from the press release:

Full-year operating profit grew 4% to $171 million with the related margin decreasing 70 basis points to 28.3%, primarily due to incremental investments in Asia.

Following the Money Trail: MAPLight.org Report on Campaign Contributions and the Fair Copyright in Research Works Act

MAPLight.org has released "Report on HR 801, Fair Copyright in Research Works Act: Report Shows Campaign Contributions Given to Sponsors of Fair Copyright in Research Works Act." (Thanks to the Huffington Post and Open Access News.)

Here's an excerpt:

MAPLight.org's research team released data today showing campaign contributions given to members of the House Committee on the Judiciary from publishing interests during the 2008 election cycle (Jan. 2007 through Dec. 2008). MAPLight.org analyzed campaign contribution data provided by the Center for Responsive Politics and determined that the publishing industry gave an average of $5,150 to each of the bill's five bill sponsors and an average of $2,506 to each of the other 34 non-sponsor members of the Committee. Total publishing industry contributions given to the House Committee on the Judiciary were $110,950.

Wolters Kluwer's Subscription and Other Non-Cyclical Revenues 2,441 Million Euros in 2008, Up 3%

Wolters Kluwer's subscription and other non-cyclical revenues were 2,441 million euros in 2008, up 3% from 2007.

Here's an excerpt from the press release:

While market contractions were felt in all geographies, the company benefited from a resilient portfolio with a majority of revenue streams derived from subscription and other non-cyclical products, driven by legislative change, medical discoveries, and the increasing productivity needs of the professionals the company serves. Two thirds of revenues are subscription based with improving retention rates. The balance of the portfolio is comprised of transactional products including books, mortgage and corporate lending-based products, advertising and promotional services, and training. It is in these transactional areas that Wolters Kluwer experienced the pressure of the economic slow down.

"Publishing an E-Journal on a Shoe String: Is It a Sustainable Project?"

Pietro Cavaleri, Michael Keren, and Giovanni B. Ramello have made "Publishing an E-Journal on a Shoe String: Is It a Sustainable Project?" available in EconPapers. (Thanks to Open Access News.)

Here's the abstract:

The aim of this article is to report on an experiment in publishing an open access journal and learn from it about the larger field of open access publishing. The experiment is the launch of the European Journal of Comparative Economics (EJCE), an on-line refereed and open access journal, founded in 2004 by the European Association for Comparative Economic Studies and LIUC University in Italy. They embarked upon this project in part to respond to the rising concentration in the market for scientific publishing and the resulting use of market power to raise subscription prices and restrict access to scientific output. We had hoped that open access journals could provide some countervailing power and increase competition in the field. Our experience running a poorly endowed journal has shown that entry to the field may be easy, yet that making it a sustainable enterprise is not straightforward.

Long-Term Open Access Medical Journal Restricts Some Content

Starting with the January 2009 issue, The Journal of Clinical Investigation, which went open access in 1996, began restricting some content. Research articles, corrigenda, and erratum remain freely available. Access to other content, such as book reviews and commentary, is restricted to subscribers.

Read more about it at "End of Free Access."

"LIS Open Access E-Journal—Where Are You?"

The latest issue of Webology includes "LIS Open Access E-Journal—Where Are You?"

Here's the abstract:

Access to published information is of interest to many users. Library and information science (LIS) professionals are especially interested in gaining access and guiding users to all available information. Though they are often dependent on traditional subscription-based library resources, moving away from the costly ones and replacing them with usage of available open access sources, presents practitioners with a significant budget consideration in today's shrinking economy. This paper examines the availability of current LIS open access e-journals; their presence in well- and less-well known abstracting and indexing sources, their inclusion in standard library bibliographic tools as well as coverage by Google Scholar, a computer generated search engine.

Preliminary Results Show Elsevier's Adjusted Operating Profit Increased to 568 Million Pounds in 2008

Reed Elsevier has released "Reed Elsevier Preliminary Results 2008." For the Elsevier division alone, revenue increased to 1,700 million pounds from 1,507 million pounds in 2007 and adjusted operating profit increased to 568 million pounds from 477 million pounds in 2007. Notes indicated that performance factors included "Record subscription renewals, growing online sales, successful publishing; weak pharma." The Elsevier division accounted for 39% of Reed Elsevier's 2008 adjusted operating profit. (Thanks to The Imaginary Journal of Poetic Economics.)

According to the Wall Street Journal, at yesterday's exchange rate one U.K. pound equalled 1.4426 U.S. dollars.

ARL Issues "ARL Statement to Scholarly Publishers on the Global Economic Crisis"

The Association of Research Libraries has released "ARL Statement to Scholarly Publishers on the Global Economic Crisis."

Here's an excerpt from the press release:

The ARL statement includes a set of recommendations that are based on the belief that scholarly publishers who are committed to enhancing the effectiveness of the scholarly communication system are prepared to act to minimize negative impacts on the system resulting from economic conditions. Among other strategies, the statements calls for publishers and vendors to adopt flexible approaches to pricing and avoid reducing content or access as libraries seek to renegotiate expenditures. ARL encourages publishers to consult widely with research libraries in developing responses to the current economic environment. Small, not-for-profit publishers are of particular concern, and ARL member libraries welcome conversations regarding new publishing models that can reduce the cost and vulnerability of established publications of high value.

One of the recommendations is:

Libraries serving research organizations are increasingly receptive to models that provide open access to content published by their affiliated authors in addition to traditional subscription access to titles. This kind of model can form a bridge from subscription models to models incorporating author-side payments

Support Open Access: Contact House Judiciary Committee Members to Save the NIH Public Access Policy

As indicated in recent postings ("Fair Copyright in Research Works Act: Ten Associations and Advocacy Groups Send Letter to Judiciary Committee Members Opposing Act" and "Urgent Call to Action: Conyers Bill Opposing NIH Open Access Policy May Soon Come to House Vote"), the fight over the Fair Copyright in Research Works Act (H.R. 801) is heating up.

If you want to oppose the bill and support the NIH Public Access policy and open access, you should contact members of the House Judiciary Committee and your Representative immediately by letter, e-mail, fax, or phone. If a Judiciary Committee member is in your district, your opposition will have considerably more impact. If you are uncertain, about who your House member is, you can use the The Hill's search form to find out. The "Contact" tab for the House member's The Hill record, includes a "Contact [Congressional representative] via Web Form" function that can be used to send e-mail messages.

Below is a list of Judiciary Committee members and a draft letter from the Alliance for Taxpayer Access’ call to action.

Draft letter text:

Dear Representative;

On behalf of [your organization], I strongly urge you to oppose H.R. 801, “the Fair Copyright in Research Works Act,” introduced to the House Judiciary Committee on February 3, 2009. This bill would amend the U.S. Copyright Code, prohibiting federal agencies from requiring as a condition of funding agreements public access to the products of the research they fund. This will significantly inhibit our ability to advance scientific discovery and to stimulate innovation in all scientific disciplines.

Most critically, H.R. 801 would reverse the National Institutes of Health (NIH) Public Access Policy, prohibit American taxpayers from accessing the results of the crucial biomedical research funded by their taxpayer dollars, and stifle critical advancements in life-saving research and scientific discovery.

Because of the NIH Public Access Policy, millions of Americans now have access to vital health care information from the NIH’s PubMed Central database. Under the current policy, nearly 3,000 new biomedical manuscripts are deposited for public accessibility each month. H.R.801 would prohibit the deposit of these manuscripts, seriously impeding the ability of researchers, physicians, health care professionals, and families to access and use this critical health-related information in a timely manner.

H.R. 801 affects not only the results of biomedical research produced by the NIH, but also scientific research coming from all other federal agencies. Access to critical information on energy, the environment, climate change, and hundreds of other areas that directly impact the lives and well being of the public would be unfairly limited by this proposed legislation.

[Why you support taxpayer access and the NIH policy].

The NIH and other agencies must be allowed to ensure timely, public access to the results of research funded with taxpayer dollars. Please oppose H.R.801.

Postscript: ALA has issued a call to action about the Fair Copyright in Research Works Act (H.R. 801). The alert includes a link to a Web form that will allow you to e-mail a House Judiciary Committee Member from your district about the bill (will not work if your Representative does not serve on the Judiciary Committee).

The Alliance for Taxpayer Access has a Web form (with letter text) that you can use to e-mail your Congressional representatives.

The bill has been referred to the Subcommittee on Courts and Competition Policy.

Fair Copyright in Research Works Act: Ten Associations and Advocacy Groups Send Letter to Judiciary Committee Members Opposing Act

Ten associations and advocacy groups, including AALL, ACRL, ALA, ARL, and GWLA, have sent a letter to House Judiciary Committee members opposing the Fair Copyright in Research Works Act (H.R. 801).

Here's an excerpt:

The U.S. government funds research with the expectation that new ideas and discoveries from the research will propel science, stimulate the economy, and improve the lives and welfare of Americans. Public support for science is enhanced when the public directly sees the benefits from our nation's investment in scientific research. Yet H.R. 801 would reverse the only U.S. policy for public access to research, at the National Institutes of Health (NIH), and make it impossible for other agencies to enact similar policies.

Scientific research is advanced by broad dissemination of knowledge, and the subsequent building upon the work of others. To this end, the NIH Public Access Policy ensures that the results of our nation's $29 billion annual investment in research reach the broadest possible audience. The Policy requires that, in exchange for receiving federal research dollars, grantees deposit the final electronic manuscript of their peer-reviewed research results into PubMed Central, NIH’s digital archive, to be made publicly available within 12 months—and was specifically implemented in full compliance with current U.S. copyright law.

The NIH Policy achieves several notable goals: First, it ensures broad public access to the results of NIH's funded research, allowing scientists and researchers to collaborate and engage in cutting-edge research. Such access allows for greater sharing of information, speeding discovery, medical advances, and innovations.

Second, the NIH Policy ensures that the U.S. government has a permanent archive of these critical, publicly funded biomedical research results, ensuring that results can be built upon by not only this generation, but also future generations, of researchers.

Finally, the Policy creates a welcome degree of accountability and transparency, which enable us to better manage our collective investments in the NIH research portfolio and ensure the maximum possible benefits to the public in return.

At the direction of Congress, the NIH Public Access Policy, in place as a voluntary measure since 2005, was recently strengthened to a mandatory policy. As a result, the rate of eligible manuscripts being deposited for public accessibility quickly increased from 19% to 60%. This requirement proved crucial to ensuring that the more than 80,000 articles resulting from NIH funding each year are, for the first time, available to any researcher, physician, faculty member, student, or member of the public who wants them.

H.R.801 presupposes that the NIH Public Access Policy undermines the rights of the author and conflicts with U.S. copyright law. As library organizations and allies we fully respect copyright law and the protection it affords content creators, content owners, and content users. NIH-funded research is copyrightable and copyright belongs to the author. The NIH Policy requires only the grant of a non-exclusive license to NIH, fully consistent with federal policies such as Circular A- 110 and Circular A-102. This policy leaves the author free to transfer some or all of the exclusive rights under copyright to a journal publisher or to assign these anywhere they so choose. Attached please find an issue brief detailing how the NIH Public Access Policy does not affect copyright law [see the letter for the brief].

The NIH Public Access Policy advances science, improves access by the public to federally funded research, provides for effective archiving strategies for these resources, and ensures accountability of our federal investment. Given the proven success of the revised NIH Public Access Policy and the promise of public access to federally funded research, we firmly oppose H.R.801 and ask that you do the same. Thank you for considering the stake and position of the key constituencies in this discussion.

Read more about it at "Conyers Introduces H.R. 801, "The Fair Copyright in Research Works Act."

Urgent Call to Action: Conyers Bill Opposing NIH Open Access Policy May Soon Come to House Vote

There are strong indications that Rep. John Conyers, Jr. will try to get a House vote on the Fair Copyright in Research Works Act (H.R. 801) much more quickly than previously thought. If you want to oppose the bill and support the NIH Public Access policy, you should contact members of the House Judiciary Committee and your Representative immediately by e-mail, fax, phone, or letter. This is especially important if a Judiciary Committee member is in your district.

Here's an excerpt from the Alliance for Taxpayer Access call to action to defeat the Conyers bill:

All supporters of public access—researchers, libraries, campus administrators, patient advocates, publishers, and others—are asked to please contact your Representative . . . to express your support for public access to taxpayer-funded research and ask that he or she oppose H.R.801. Draft letter text is included below. . . .

H.R. 801 is designed to amend current copyright law and create a new category of copyrighted works (Section 201, Title 17). In effect, it would:

  1. Prohibit all U.S. federal agencies from conditioning funding agreements to require that works resulting from federal support be made publicly available if those works are either: a) funded in part by sources other than a U.S. agency, or b) the result of "meaningful added value" to the work from an entity that is not party to the agreement.
  2. Prohibit U.S. agencies from obtaining a license to publicly distribute, perform, or display such work by, for example, placing it on the Internet.
  3. Stifle access to a broad range of federally funded works, overturning the crucially important NIH Public Access Policy and preventing other agencies from implementing similar policies.
  4. Because it is so broadly framed, the proposed bill would require an overhaul of the well-established procurement rules in effect for all federal agencies, and could disrupt day-to-day procurement practices across the federal government.
  5. Repeal the longstanding "federal purpose" doctrine, under which all federal agencies that fund the creation of a copyrighted work reserve the "royalty-free, nonexclusive right to reproduce, publish, or otherwise use the work" for any federal purpose. This will severely limit the ability of U.S. federal agencies to use works that they have funded to support and fulfill agency missions and to communicate with and educate the public.

Because of the NIH Public Access Policy, millions of Americans now have access to vital health care information through the PubMed Central database. Under the current policy, nearly 3,000 new biomedical manuscripts are deposited for public accessibility each month. H.R.801 would prohibit the deposit of these manuscripts, seriously impeding the ability of researchers, physicians, health care professionals, and families to access and use this critical health-related information in a timely manner.

All supporters of public access—researchers, libraries, campus administrators, patient advocates, publishers, and others—are asked to contact their Representatives to let them know you support public access to federally funded research and oppose H.R. 801. Again, the proposed legislation would effectively reverse the NIH Public Access Policy, as well as make it impossible for other federal agencies to put similar policies into place. . . .

Draft letter text:

Dear Representative;

On behalf of [your organization], I strongly urge you to oppose H.R. 801, “the Fair Copyright in Research Works Act,” introduced to the House Judiciary Committee on February 3, 2009. This bill would amend the U.S. Copyright Code, prohibiting federal agencies from requiring as a condition of funding agreements public access to the products of the research they fund. This will significantly inhibit our ability to advance scientific discovery and to stimulate innovation in all scientific disciplines.

Most critically, H.R. 801 would reverse the National Institutes of Health (NIH) Public Access Policy, prohibit American taxpayers from accessing the results of the crucial biomedical research funded by their taxpayer dollars, and stifle critical advancements in life-saving research and scientific discovery.

Because of the NIH Public Access Policy, millions of Americans now have access to vital health care information from the NIH’s PubMed Central database. Under the current policy, nearly 3,000 new biomedical manuscripts are deposited for public accessibility each month. H.R.801 would prohibit the deposit of these manuscripts, seriously impeding the ability of researchers, physicians, health care professionals, and families to access and use this critical health-related information in a timely manner.

H.R. 801 affects not only the results of biomedical research produced by the NIH, but also scientific research coming from all other federal agencies. Access to critical information on energy, the environment, climate change, and hundreds of other areas that directly impact the lives and well being of the public would be unfairly limited by this proposed legislation.

[Why you support taxpayer access and the NIH policy].

The NIH and other agencies must be allowed to ensure timely, public access to the results of research funded with taxpayer dollars. Please oppose H.R.801.

SHERPA's RoMEO Service Tops 500 Publisher Self-Archiving Policies

SHERPA's RoMEO Service now includes over 500 publisher self-archiving policies

Here's an excerpt from the press release:

If an academic author wants to put their research articles on-line, they are faced with an increasingly complex situation. Evidence shows that citations to articles made openly accessible in this way are taken up and cited more often than research that is simply published in journals. Also some funding agencies require open access archiving for their research, to increase the use of the information generated.

However, some publishers prohibit authors from using their own articles in this way. Others allow it, but only under certain conditions, while others are quite happy for authors to show their work in this way.

Authors can be left confused: RoMEO helps to clarify the situation . . . .

The RoMEO service, provided by the award winning SHERPA Partnership*, uses a simple colour-code to classify policies and inform authors of what can be done with their articles, and offers users the ability to:

  • View summaries of publishers' copyright policies in relation to self-archiving
  • View if publisher policies comply with funding regulations, as some publishers are too restrictive and cannot be used to publish funded research
  • To search journal and publisher information by Journal Title, Publisher Name and ISSN

Additional RoMEO provides lists of

  • Publishers that allow the use of their PDFs in Institutional Repositories
  • Publisher with Paid Options

RoMEO is seen as an essential resource by many in the Open Access community. RoMEO is funded by JISC and the Wellcome Trust. Journal information is kindly provided by the British Library's Zetoc service hosted by MIMAS

Harvard University Press Launches Open Access Law Journal

The Harvard University Press has launched the Journal of Legal Analysis, an open access journal published under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

Here's an excerpt from the announcement:

A couple things make the JLA different than the average law journal. First, it's online. At the end of each year, articles will be bundled, printed, and sold to those who wish to procure such a volume, but the focus is on the website, where all articles will be posted, for free, as soon as they are ready for publication. In addition, we're hoping the journal fills a gap in the legal publishing landscape by providing a peer-reviewed, faculty-edited journal that covers the entire academy. In the words of Editor-in-Chief Mark Ramseyer: "Until JLA, there has not been a faculty-edited, peer-reviewed journal that covered the whole span of the legal academy. There have been faculty-edited journals for subfields, but not for the entire discipline. With the JLA, we are trying to create a faculty-edited journal that will be the flagship journal for the law school faculty as a whole."

Economic Implications of Alternative Scholarly Publishing Models: Exploring the Costs and Benefits

JISC has released Economic Implications of Alternative Scholarly Publishing Models: Exploring the Costs and Benefits.

Here's an excerpt from the press release:

Sharing research information via a more open access publishing model would bring millions of pounds worth of savings to the higher education sector as well as benefiting UK plc. This is one of the key findings from a new research project commissioned by JISC.

Professor John Houghton from the Centre of Strategic Economic Studies at Melbourne’s Victoria University and Professor Charles Oppenheim at Loughborough University were asked to lead research that would throw light on the economic and social implications of new models for scholarly publishing.

The research centred on three models which include:

  • Subscription or toll access publishing which involves reader charges and use restrictions;
  • Open access publishing where access is free and publication is funded from the authors’ side; and
  • Open access self-archiving where academic authors post their work in online repositories, making it freely available to all Internet users.

In their report, Houghton et al. looked beyond the actual costs and savings of different models and examined the additional cost-benefits that might arise from enhanced access to research findings.

The research and findings reveal that core scholarly publishing system activities cost the UK higher education sector around £5 billion in 2007. Using the different models, the report shows, what the estimated cost would have been:

  • £230 million to publish using the subscription model,
  • £150 million to publish under the open access model and
  • £110 million to publish with the self-archiving with peer review services plus some £20 million in operating costs if using the different models.

When considering costs per journal article, Houghton et al. believe that the UK higher education sector could have saved around £80 million a year by shifting from toll access to open access publishing. They also claim that £115 million could be saved by moving from toll access to open access self-archiving.

In addition to that, the financial return to UK plc from greater accessibility to research might result in an additional £172 million per annum worth of benefits from government and higher education sector research alone.