Freemium Open Access Publishing - better than Green or Gold?

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This presentation, given by Toby Green, OECD's Head of Publishing at SSP Boston, May 2014, presents an alternative vision for Open Access publishing. It argues that, unlike Green and Gold OA, Freemium is both more inclusive of reader needs and requires audience-building to work. The key argument is that full-text content should be free to all but that reader-facing services that surround the content could be charged for and the income used to pay for the free service in the first place. This leaves funders and taxpayers with the choice of having to pay for publishing costs in contrast to Green and Gold where the funder or taxpayer must pay for publishing costs. Freemium means readers retain a financial lever and stake in scholarly publishing, something they don't have in Green and Gold. The presentation uses OECD Publishing's experience as a Freemium OA publisher as case study. It includes examples of OECD's free READ editions which readers are encouraged to share and embed in their websites and blogs so that viral marketing can support OECD's efforts to build a large audience for its publications and thereby underpin the freemium business model.

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Learning to let go . . . OrHow Freemium could be a fairer version of OA

Toby GreenHead of Publishing, OECD@tobyabgreen

“What’s a publisher’s role in today’s world?”

Open Access – find the missing words

movement

mandates

readersbooksdata

“If you make it open . . . they will come”

Open Access Mandates

disseminate“Thou shall deposit . . . and it will have impact”

Open Access business models summarised

Green

• Please post a version in a repository

• Sometime later will do• I hope a lot of readers will

benefit (although I have now given them a horrible user journey and taken away their economic ‘voice’)

• I don’t want to think about costs (or the impact it may have on journal or book publishing on which my reputation and career depends)

• But my conscience is clear

Gold

• I’ll foot the publishing bill• I hope a lot of readers will

benefit (although I have now taken away their economic ‘voice’)

• I don’t want to think about future costs

• But my conscience is clear

OECD Publishing’s mandate

MAXIMISE DISSEMINATION(i.e. everything has to be free)

FULL COST RECOVERY(i.e. everything needs to be priced)

$16.5M? ? ??

Accountable to our members on both mandates

So, how do we stay out of jail?

By using a:

• Freemium Open Access business model

Freemium ?

freemiumNOUN

A business model, especially on the Internet, whereby basic services are provided free of charge while more advanced features must be paid for.

Originearly 21st century: blend of free and premium.

http://www.oxforddictionaries.com/definition/english/freemium

Freemium is all about audience building and offering the option of moving up a value path

The Audience (formerly known as readers)

Anonymous Free

RegisteredFree Anonymous

PaidRegistered

Paid

To have enough of these . . .

. . . you need loads of these.

Therefore, audience-building is at the heart of Freemium Open Access

Freemium – it’s about the value proposition

A business model, especially on the Internet, whereby basic services are provided free of charge while more advanced features must be paid for.

Free Anonymous

Free Registered

Paid Anonymous

PaidRegistered

Discover and Read all content Share, embed content Personal services (e.g. alerts) Download, cut/paste content (PDF, ePub etc)

Librarian services

Freemium evolves

Needs

Time

PREMIUM

Read on PC

Save offline, copy-paste

Enhanced discovery

Download associated data (StatLinks)

Citation tools,

Text mining

Basic discovery

Read on tablets

Save in information management

systems

Share, Embed

ValueSupport for libraries

FREE

Simple

Complex

FREEMIUMPersonal services

But my audience is too small!

“The audience which finds your knowledge interesting and useful

is always larger than the audience you know.”

Did you know 80% of Americans

live within 15 miles of a Venti

Latte?

Audience building – how?

Source: Edible Geography http://www.ediblegeography.com/the-spatial-distribution-of-americans-in-relationship-to-starbucks/

How can we get OECD content into everyone’s online neighbourhood and workplace?

By doing all the usual discovery stuff . . .

Specialist bibliographic database10%

Library systems10%

Specialist portal (e.g. Repec)

6%

Content aggregator (e.g. Proquest)

9%

Community service (e.g. Mendeley)

6%Website managed by key authors in field

6%Author's website5%

Publisher's website14%

Email alerts14%

General web search (e.g. Google)

10%

Special web search (e.g. Scirus)10%

Source: Gardner and Inger (2012): How readers discover content in scholarly journals

. . . and using many delivery channels

For professionals . . .

. . . and the public

But we also have learned to let go

we now encourage anyone to read and then

share and embed our publications in

their websites and blogs for free

All the content is free to Read

Subscribers get access to the premium versions

(PDF, ePub, Excel)

Non-subscribers can purchase the premium versions too

Read versions are optimised for all devices . . .

Clicking ‘Link/Embed’ . . .

and then we let go . . .

No permission or license required . . .

Because it’s embedded, we know it’s there . . .. . . and we know the traffic too.

These buttons lead to the premium versions on our website.

. . . open to everyone, regardless . . .

Do we fulfil our mandates On dissemination? On cost recovery?

Dis

sem

inat

ion

(‘000

)

2005 2006 2007 2008 2009 2010 2011 2012 2013 -

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

18,000

Each colour is a different service or

channel

And we recovered our (growing) publishing

costs in every year too.

In conclusion – Freemium - a better form of OA?

• Freemium means building an audience (You can be Free and not have an audience)

• Freemium keeps the audience in the driving seat(You can be Free and ignore audience needs)

• Freemium means innovation(You can be Free and stop innovating)

• Freemium delivers value for money(You can be Free and build services that no-one uses)

• Freemium gives taxpayers/funders a choice(To be Free taxpayers/funders must pay)

• Freemium is compatible with Gold – Funders can choose to make premium features free for everyone

Thank you for listeningtoby.green@oecd.org

@tobyabgreen

And thanks to Banksy for the little ‘letting go’ girl