The Changing Landscape of Open Access Policies and Transformative Agreements
October 20, 2023
11 am- 12:15 pm EDT (NOTE the 75-minute length!!!)

Join us for a comprehensive update on the latest developments in open access policies, including Plan S and the evolving requirements of US funding agencies. In this webinar, we'll cover how mandates have changed over the past year and what publishers, researchers, librarians, and other members of the scholarly communication ecosystem need to know about these changes. We'll also delve into the future of transformative agreements such as cOAlition S’s confirmation that its members will no longer financially support them after 2024.

Whether you're a publisher, researcher, librarian, or other stakeholder in the scholarly communication ecosystem, this webinar will provide valuable insights into the latest developments and what they mean for your work. Don't miss this opportunity to stay up-to-date on the latest open access policies and trends.

Learning Objectives:
1. Understand the rationale behind cOAlition S's decision to phase out support for transformative agreements and recognize the significance of transparency and OA in scholarly publishing.
2. Gain insights into the impact of the changing landscape of OA and transformative agreements on learned societies, including the challenges and opportunities they face.
3. Acquire knowledge about the experiences and future direction of renowned institutions and agencies across US, Europe and North Africa in implementing OA policies, and explore the potential implications for the broader scholarly publishing community.

Synopsis: Latest developments and trends in scholarly publishing will be discussed in this session through the lens of OA and transformative agreements.
First, Ashley Farley from the Bill & Melinda Gates Foundation will take us on a remarkable journey, sharing insights from their decade-long experience with open access policies and offering a sneak peek into their future policy direction.
cOAlition S will enlighten us on their decision to phase out support for transformative agreements, emphasizing the importance of transparency and OA. Rob Johnson will discuss the impact of these changes on learned societies, exploring the challenges and opportunities they face in this evolving landscape.
Lastly, Kamran Kardan will showcase captivating examples of transformative agreements, OA initiatives, and OA practices that are reshaping research in the MENA region.

Target audience:
Managing Editor/Publisher
Editor in Chief
Policy-makers and experts
Institutional Partnership/Business Intelligence specialists in scholarly publishing


Tom Ciavarella
Public Affairs & Advocacy Lead at Frontiers


Ashley Farley, Program Officer
Bill & Melinda Gates Foundation
Topic: Open Access Policy Journey at BMGF
BIOSKETCH: Over the past decade Ashley has worked in both academic and public libraries, focusing on digital inclusion and facilitating access to scholarly content.
She completed her Masters in Library and Information Sciences through the University of Washington’s Information School.
Ashley is the Program Officer of Knowledge and Research Services at the Bill and Melinda Gates Foundation. In this capacity she leads the foundation’s Open Access Policy’s implementation and associated initiatives. This includes leading the work of Gates Open Research, a transparent and revolutionary publishing platform. Other core activities involve supporting the strategic and operational aspects of the foundation’s library. This work has sparked a passion for open access, believing that freely accessible knowledge has the power to improve and save lives.

Rob Johnson, Managing Director
Research Consulting
Topic: Transformative agreements, OA policy updates and their impact on scholarly publishing and learned societies
BIOSKETCH: Rob Johnson is the Managing Director of Research Consulting, a mission-driven business which works to improve the effectiveness and impact of research and scholarly communication. Rob began his career as a consultant with KPMG, the international professional services firm, working in the UK and New Zealand higher education sectors before holding senior research management roles at the University of Nottingham, UK. Since founding Research Consulting in 2013 he has worked at the forefront of the transition to open science, advising universities, research funders, intergovernmental bodies, publishers and software suppliers. He is a Fellow of the Institute of Chartered Accountants in England and Wales and holds an MSc in Higher Education Management from Loughborough University.

Kamran Robert Kardan, Founder and CEO
Knowledge E
Topic: Unleashing Open Access and Open Science in MENA Countries
BIOSKETCH: Kamran Robert Kardan is the Founder and CEO of Knowledge E and plays an active role in the Knowledge E Foundation. He founded Knowledge E in 2012, with the aim of providing unique, professional, and high-quality services to information professionals in the MENA region and beyond. Kamran has 20 years of experience working in the publishing industry on both the publisher and agency front. Working closely with some of the top consortia, libraries, ministries, hospitals and corporations within research and education in the region, he has experienced the birth and growth of many digital libraries. Driven by his interest in learning societies, he has initiated and participated in the completion of various special development. Kamran has also launched Zendy.io, a new flagship massive online library platform enabling enhanced discovery, collaboration possibilities, and analytical tools that serve the global research community by removing the barriers to access research.