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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">For those interested in the topic of transitioning from subscription to Open Access (OA) content…<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">I’m forwarding the message below, from the ICOLC listserv, concerning a Fall 2018 working forum in support of “Pathways to Open Access”, an initiative from University of California
 (UC) libraries and the California Digital Library.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">The “Pathways to Open Access” initiative is designed to help the UC system, as well as other interested parties, transition to OA from subscription content.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">For more info about the initiative, I’d recommend starting at:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="https://cp2oa18.com/about/">https://cp2oa18.com/about/</a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Wade Guidry<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Library Consortium Services Manager, WACTCLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="mailto:wadeg@bigbend.edu"><span style="color:#0563C1">wadeg@bigbend.edu</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">(509) 760-4474<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> icolc-bounces@lyralists.lyrasis.org [mailto:icolc-bounces@lyralists.lyrasis.org]
<b>On Behalf Of </b>Ivy Anderson<br>
<b>Sent:</b> Monday, June 11, 2018 12:17 PM<br>
<b>To:</b> ICOLC Confidential List <icolc@lyralists.lyrasis.org><br>
<b>Subject:</b> [Icolc] FW: Register for "Choosing Pathways to OA" Working Forum, Oct 16-17<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">All,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Please see the announcement below – we hope many of our North American colleagues will consider joining us for this workshop!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">best<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Ivy<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">---------- Forwarded message ----------<br>
From: <b>Rachael Samberg</b> <<a href="mailto:rsamberg@berkeley.edu">rsamberg@berkeley.edu</a>><span style="font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Calibri",sans-serif;color:#222222">All, <o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222"><o:p> </o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">We are thrilled to announce that
<a href="https://cp2oa18.com/" target="_blank"><span style="color:#0563C1">registration is now live</span></a> for the Choosing Pathways to OA working forum.<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222"> <o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">We have updated the forum website,
<a href="http://www.cp2oa18.com" target="_blank"><span style="color:#0563C1">www.cp2oa18.com</span></a>, with additional details on travel, accommodations, accessibility, and more—and will be building these out more robustly over the next few weeks.<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222"> <o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">While we develop the forum schedule more precisely, we have in the interim added additional information about forum structure, which we’d like to call
 your attention to here:<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222"> <o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">The forum structure and agenda will be based on <a href="https://dschool-old.stanford.edu/sandbox/groups/designresources/wiki/36873/attachments/74b3d/ModeGuideBOOTCAMP2010L.pdf" target="_blank"><span style="color:#0563C1">design
 thinking</span></a> to cultivate discourse and a solutions-based approach. The goal is to facilitate participants’ abilities to understand and assess which OA strategies might be appropriate for repurposing spends at their own institutions, to engage participants
 in exploring insights shared by others about the implications of implementing those strategies, and to support participants in outlining or developing their own action plans for their institution or author community.<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222"> <o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">As the forum will not include presentations in the traditional sense, but instead will be based around discourse, we are engaging facilitators rather
 than speakers to help guide discussions on given OA publishing strategies. Please check the <a href="https://cp2oa18.com/details/facilitators/" target="_blank"><span style="color:#0563C1">Facilitators</span></a> page of our website in the coming weeks for
 more information.<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222"> <o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">This overall information-sharing and discussion-centered format strives to achieve a balance between deeper engagement with the OA strategies and meaningful
 opportunities to frame or advance along next steps–including through alignment or partnership with similarly-interested institutions or communities.  As we also hope is clear from the <i>Pathways</i> toolkit and our <a href="https://cp2oa18.com/about/" target="_blank"><span style="color:#0563C1">About
 page</span></a>, the forum will give voice to strategies within all OA approaches, with the understanding that each institution or author community might wish to support a range of strategies and approaches.<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222"> <o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">If you have any questions, please contact
<a href="mailto:schol-comm@berkeley.edu" target="_blank"><span style="color:#0563C1">schol-comm@berkeley.edu</span></a>.<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222"><o:p> </o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Sincerely, <o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">The CP2OA Planning Committee<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222"><o:p> </o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Rachael Samberg (UCB) Co-chair<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Maria Gould (UCB) Co-chair<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Allegra Swift (UCSD)<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">David Schmitt (UCSD)<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Anneliese Taylor (UCSF)<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Stephen Kiyoi (UCSF)<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Donald Barclay (UCM)<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Lisa Schiff (CDL)<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Mat Willmott (CDL)<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Sherri Barnes (UCSB)<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Eunice Schroeder (UCSB)<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">John Renaud (UCI)<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Calibri",sans-serif;color:#222222">Mike Wolfe (UCD)<o:p></o:p></span></p>
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<p class="MsoNormal" style="line-height:12.65pt"><span lang="EN" style="font-family:"Arial",sans-serif;color:#222222">*******</span><span lang="EN" style="font-family:"Arial",sans-serif;color:#1F497D">More background*********</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<h4 style="mso-margin-top-alt:14.0pt;margin-right:0in;margin-bottom:4.0pt;margin-left:0in;line-height:13.8pt;background:white;font-variant-ligatures:normal;font-variant-caps:normal;text-align:start;text-decoration-style:initial;text-decoration-color:initial;break-after:avoid;word-spacing:0px">
<span lang="EN" style="font-family:"Arial",sans-serif;color:#666666">The Premise: </span><span style="font-family:"Arial",sans-serif;color:#666666"><o:p></o:p></span></h4>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222"> </span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">Many within the scholarly community have been trying to achieve a large-scale transition to open access (“OA”) to scholarly literature for nearly twenty years. <span style="background:white">To
 date, only around</span></span><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#333333;background:white"> </span><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222"><a href="http://science-metrix.com/sites/default/files/science-metrix/publications/d_1.8_sm_ec_dg-rtd_proportion_oa_1996-2013_v11p.pdf" target="_blank"><b><span style="color:#006699;background:white">15%
 of peer-reviewed journal articles are published in fully open-access journals</span></b></a></span><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#333333;background:white">. </span><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222;background:white">At
 this rate, realizing a full OA scholarly universe could take decades. If we within the research community are going to accelerate progress toward free readership for all, we must make critical choices about how we spend our money in supporting OA publishing.</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222"> </span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">To advance data-driven decision-making on these issues, in March 2018, the University of California (UC) libraries and the California Digital Library released the <a href="https://libraries.universityofcalifornia.edu/about/initiatives/scholarly-communication" target="_blank"><i><span style="color:#1155CC">Pathways
 to Open Access</span></i></a><i> </i>toolkit. The <i>Pathways</i> toolkit analyzes the many approaches and strategies for advancing the large-scale transition to OA, and identifies possible next action steps for UC system-wide investment and experimentation.</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222;background:white">We also designed the <i>Pathways</i> toolkit to be a practical resource for other institutions wrestling with the same choices. Now, we invite you to join
 us in this decision-making process to create localized plans suitable for your own institution or community.</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-family:"Arial",sans-serif;color:#666666">The Call: </span><span style="font-family:"Arial",sans-serif;color:#666666"><o:p></o:p></span></h4>
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<span lang="EN" style="font-family:"Arial",sans-serif;color:black;font-weight:normal">Participate in a two-day working forum focused on action-focused deliberations about redirecting subscription and other funds toward sustainable open access publishing.</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></h4>
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<span lang="EN" style="font-family:"Arial",sans-serif;color:#666666">The Details:</span><span style="font-family:"Arial",sans-serif;color:#666666"><o:p></o:p></span></h4>
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<b><i><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">Who</span></i></b><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">: </span><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">  <i>North
 American library or consortium leaders and key academic stakeholders</i> are invited to substantively deliberate and develop plans for how they will repurpose budgets and subscription spends to support a transition to open access publishing.</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">The forum seeks to engage participants with relevant decision-making responsibilities involving subscriptions, licensing, collection development, publication policy, research
 funding, and other strategic areas. This may encompass more than one individual attending on behalf of an institution or community.</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<b><i><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">When</span></i></b><b><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">:</span></b><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">  </span><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">October
 16-17, 2018</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<b><i><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">Where</span></i></b><b><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">:</span></b><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222"> UC
 Berkeley (Berkeley, California)</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222"> </span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<b><i><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">What</span></i></b><b><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">:</span></b><b><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222"> </span></b><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">A
 two-day working forum that inclusively engages participants in deliberations of OA approaches and strategies--with an eye toward empowering local decision-making. Diverse views on pathways for transitioning to open access are encouraged. The forum will be
 governed by a public statement of diversity and inclusion spanning from the planning process through the event itself. We are exploring ways to make portions of the event available remotely for those unable to attend in person.</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">Participants will have a meaningful opportunity to:</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">1.</span><span lang="EN" style="font-size:7.0pt;font-family:"Arial",sans-serif;color:#222222">     </span><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">Understand
 actionable mechanisms and opportunities for advancing the transition to OA</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">2.</span><span lang="EN" style="font-size:7.0pt;font-family:"Arial",sans-serif;color:#222222">     </span><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">Engage
 in facilitated, substantive exchange on the pragmatics of each of these strategies</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">3.</span><span lang="EN" style="font-size:7.0pt;font-family:"Arial",sans-serif;color:#222222">     </span><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">Accelerate
 their own action initiatives based upon the discussions</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">After first-day discussions, attendees will have dedicated time to further consider, align with, or plan for implementing various strategies, suitable for their institutions
 or communities.</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">For a preview of the panoply of OA approaches (Green, Gold Non-APC, Gold APC) and funding strategies that will serve as a basis for discussion and decision-making, please
 see the UC Libraries’ <a href="https://libraries.universityofcalifornia.edu/about/initiatives/scholarly-communication" target="_blank"><i><span style="color:#1155CC">Pathways to OA</span></i></a><a href="https://libraries.universityofcalifornia.edu/about/initiatives/scholarly-communication" target="_blank"><span style="color:#1155CC"> toolkit</span></a>.</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-top:10.0pt;mso-line-height-alt:12.65pt"><b><i><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">How much</span></i></b><b><span lang="EN" style="font-size:13.5pt;font-family:"Arial",sans-serif;color:#222222">:</span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222"> </span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.65pt"><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#222222">This working forum is <b><i>free</i> </b>to attend. No registration fees will be charged, and invited speaker travel and lodging
 will be covered by the University of California Libraries. Attendance includes breakfast, lunch, snacks, and one dinner.</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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