Skip to main content
**Please note that all of the recordings of the conference are now openly available** Scroll down for the link. The UKSG Annual Conference and Exhibition 2021 will be held online for the first time. The event is a major event in the scholarly communications calendar which attracts a large number of delegates each year from around the world - librarians, publishers, content providers, consultants and intermediaries. The conference combines high-quality plenary presentations, lightning talks and breakout sessions with virtual social events and a major online trade exhibition.


April 12 2021 - 09:00
April 14 2021 - 14:00


United Kingdom

About the Event

Delegate Registration

Bookings for the conference have now closed.  

If you have booked and have an access query, please email UKSG 2021 @ Underline <> where they will be able to help you. You will have needed to set up an account at and clicked on the Confirm Account in the email you received. 

You can also use the headset icon on the Underline site. 


Please see scroll down for the latest programme - note: all session timings are UK/British Summer Time (BST). 


Scroll down the page for the full programme. Our conference was hosted by and all recordings are now openly available here:

Powered by Underline

Our exhibitors and sponsors are hosting their own events during the exhibit hours - please see the list of activities here.


The Exhibition is now open for bookings - please see here for details! A complete exhibitor list is available here

Social Media

For the latest update don't forget to follow us on twitter @UKSG, our event hashtag is #UKSG2021


How to turn on closed captioning on the Underline platform - Accessibility: Conference transcripts/captioning details 

UKSG wants to provide the best possible experience for all our delegates, making presentations as accessible and inclusive as possible. We strongly encourage our speakers to provide auto-generated closed-captioning for both live and recorded events as well as making sure the slides as easy as possible for all people to read. In addition we can provide auto generated transcripts post-event for each of the recorded sessions.

If you have particular accessibility needs or questions about this event, please contact

Delegate Information:

More details on the event platform technical requirements 

All presentations have been recorded and available to watch on demand to registrants on the platform. 

2021 John Merriman joint NASIG/UKSG award

The UK award is again supported by the generous sponsorship of Taylor & Francis Group the winner will receive free registration at the 44th Annual UKSG and the 36th Annual NASIG.

Named in honour of John Merriman, in recognition of his work in founding both UKSG and NASIG, this prestigious award provides an invaluable opportunity for anyone keen to learn and share experiences from a different angle.


Bursaries for #UKSG2021

We are pleased to say that we have offered bursaries and scholarships to 35 individuals from across the sector and around the world, enabling them to attend UKSG2021 this year.  Our thanks to AAAS, Adam Matthew Digital, Cell Press, Content Online, Cambridge University Press and Wiley for supporting our bursary programme. (Please remember to visit them in our virtual exhibition!)


Key Sponsors

Our thanks to these Key Sponsors for their additional support for UKSG and the conference this year:




acs logo link 2021


IEEE logo 2020
MA Group


OUP Logo 2021
rsc logo 2020 /academic/online 



Programme and Speakers


Breakout Sessions: Group A

More details on individual speakers can found the under Breakout Session Group A tab. 



Chair Yoga with Poppy

Click here to book a place on the Yoga session - places are limited.

Kindly Sponsored by AIP Publishing 

AIP Publishing logo 2021


Opening of the conference

Andrew Barker
Lancaster University

Andrew Barker has been Director of Library Services & Learning Development at Lancaster University since September 2019. Prior to that he held a number of senior roles within diverse university libraries, including the University of Liverpool and Liverpool John Moores University. Andrew was Chair of UKSG between 2018 and 2022, and has been Vice-Chair of SCONUL since December 2021.


Lightning Talk Group A - Advancing open data: implementing an Open and FAIR data sharing policy

This lightening session will outline our experiences of implementing a progressive data sharing policy across a number of Earth Science journals at Taylor & Francis. Including the impact on our systems and feedback from other stakeholders involved. Such policies place significant new responsibilities on individual researchers, including how and where they preserve their data. This session will therefore be of particular interest to those involved in supporting authors to follow new data sharing requirements. It will also give a fascinating insight into how different parts of the scholarly communications community are working together to drive the data sharing agenda

Matt Cannon
Taylor & Francis Group

Matt is the Head of Open Research for Taylor & Francis. Building on over 10 years’ experience in the editorial department, Matt focuses on setting open science policies and putting them into practice for our journals to increase the transparency and reproducibility of research.


Lightning Talk Group A - Engaging the public in academic research – what has open access done for the wider community?

Wider access to academic research is recognised as a benefit of open access but what does that mean for the public? With an increasingly educated population, more people want access to reliable information.
In 2019, the library research support teams at the University of the West of England and University of Bristol, delivered a public engagement event at a local public library. This aimed to showcase the tools available to access academic research outputs and provide guidance on how to appraise the information found.
This talk will explore the feedback received and next steps in response to Covid 19.


Jane Belger
University of the West of England

Jane Belger has been Research and Open access librarian at the University of the West of England since 2014, having previously held a number of customer service roles. Her focus as part of the Library research support team is providing training on open access and data management for research staff and students as well as managing open access publishing payments and the UKRI block grant.


Lightning Talk Group A - Castles, airports and indexes: impact beyond impact factor

In 2005, Brougham Castle Bridge in Cumbria, UK, suffered significant storm flood damage and partially collapsed. Cumbria County Council paid a UK structural design firm £1.15 million to conduct repairs, and in 2019 the paper of its renovation was published. Unfortunately, academics who wish to write about real-world impact will find systemic barriers to themselves publishing in a journal that prominently features practitioners, leading them to often do so ‘off-the-books’. What is the future post-UKRI ‘Pathways to Impact’? This talk identifies the challenges that practice-oriented journals face in a metric-driven research environment.


Ben Ramster
ICE Publishing

Ben Ramster is Journals Manager at ICE Publishing, of society and UK charity the Institution of Civil Engineers. He has >15 years of experience working in journals editorial teams, first at Elsevier (life science) and then for a medical communications agency working with the pharmaceutical industry. He has seen ICE Publishing grow from 13 peer-reviewed titles to today's 35, and has organised seminars for ALPSP on both Author Care and Open Access.


Poster Sessions

Visit our lightning speakers in an interactive poster session, where they will be available to talk more in depth and answer your questions.


Exhibition opens

Take the opportunity to visit our online interactive exhibition, speak to direct to our exhibitors.  


Breakout Sessions Live Q&A: Group A (part one)

Join our breakout speakers for a live question and answer session


Plenary 1.1 OA publishing and the financial sustainability challenge / UUK-Jisc Content Negotiation Strategy Group -

The UUK-Jisc Content Negotiation Strategy Group - a new approach to UK academic sector negotiations with journal publishers - Liam Earney, Jisc 

In early 2020 Universities UK and Jisc established a new high level negotiation strategy group to oversee UK universities negotiations with major publishers. This presentation will provide an update on the context for the group and its objectives. It will then provide an overview of the progress that has been made in negotiations with publishers in 2020, before looking to the priorities for the group in 2021 and beyond.

OA publishing and the financial sustainability challenge - reflections based on the experience at The University of Manchester - Colette Fagan, University of Manchester

Colette Fagan
University of Manchester

Professor Colette Fagan, FAcSS, Vice-President for Research, is responsible for leading and implementing The University of Manchester’s research and doctoral training strategy. She is incoming chair of the Russell Group’s PVC-Research Group, and serves on the editorial board of The Conversation the N8 research partnership Senior Executive Group and the UUK/JISC Content Negotiating Strategy Group. She co-authored the British Academy’s 2016 report Crossing Paths: Interdisciplinary institutions, careers, education and applications. Colette’s research and policy impact focus is employment, working conditions and job quality; including gender inequalities and international comparative analysis. She is an elected Fellow of the UK’s Academy of Social Sciences in recognition of her research standing.


Liam Earney

Liam Earney is the Executive Director of Digital resources at Jisc since August 2019. He is responsible for Jisc’s licensing, open research, content & discovery services for further and higher education and research. This includes services such as Jisc Collections, Chest, Library hub, JUSP and SHERPA which collectively save UK universities and colleges over £100 million per annum.
Liam is also the executive leadership team lead overseeing Jisc’s strategy to support members’ research and innovation activity.

Previously Director of licensing at Jisc, with a responsibility for the units undertaking the licensing and negotiation of agreements for digital content and software on behalf of UK universities and further education colleges. Overseeing the evolution of Jisc’s approach to the negotiation of open access agreements, in particular how Jisc could best support the sector achieve its aims around pure gold, hybrid and green open access.


Plenary 1.2 - Societies and the three-legged stool

Society finances are often thought to rest on a three-legged stool, where publishing is complemented by event and membership income. Publishing revenues have been under pressure for years. In partner-published societies, the inclusion of journals in big deals means shrinking revenue and a loss of transparency, while at the same time independent society publishers have struggled to sell single subscriptions in a market where the majority of funds are directed at big deals. Society approaches to OA, however, are driven by the needs and preferences of their members and therefore many societies are embracing OA and aiming to transition away from subscription revenues. In practice this has meant independent society publishers implementing new models, working with consortia as well as agents and introducing entirely new workflows and metadata to manage deals, in a very short space of time. By contrast partner-published societies have been swept along by their partners, usually with a further loss of visibility and control over their own titles.

Then 2020 arrived, bringing with it a global pandemic, and the other two legs of the society stool became as unstable as publishing revenues. Societies were unable to deliver their usual events, and thus lost the new members who would usually sign up for those events. In the UK the government pressed ahead with a hard Brexit but delayed decisions until the last possible moment, leaving societies, like everyone else, to scramble for a response. The question must be asked: How might societies and institutions better work together to properly support the scholars who rely on both sides?

Tasha Mellins-Cohen
Mellins-Cohen Consulting

Tasha Mellins-Cohen joined the scholarly publishing industry in 2001. She has held roles within learned societies and commercial publishers across operations, technology, editorial and executive functions. In 2020 she launched Mellins-Cohen Consulting in response to requests for help in developing and implementing learned society-appropriate OA business models. From 2022 she took over the running of COUNTER, the global standard for usage metrics, alongside her consulting work.


Plenary 1.3 - Innovating to meet research community needs in an ever-changing, uncertain environment 

In a continually developing marketplace, an array of challenges are being addressed by publishers to meet the needs of the research community and increasing requirements of funders.  Pressures and needs related to the COVID health crisis only exacerbated these.

Publishers are offering a range of sustainable business models to support Open Science and Open Access publishing. These options maintain research quality, integrity and author choice. They also assist researchers in making data FAIR (Findable, Accessible, Interoperable, and Re-usable) and support initiatives to make research more available through public libraries. This session will explore how scholarly publishers add essential value to and continue to safeguard quality, which is critical in a time of global pandemic and ‘fake science’.


Ian Moss

Ian Moss is CEO of STM, the global trade association for scholarly publishing that represents more than 140 members, including all the major commercial publishers, learned societies and university presses.  STM’s members are responsible for around two thirds of all published papers from the world of science, technology, medicine, social science and humanities.   

Ian was formally Director of Public Affairs at the BPI, the British Recorded Music Industry.  Before this, Ian spent twelve years in the UK Government and was a Senior Civil Servant in the Ministry of Justice as Director of Criminal Justice Strategy following roles as Head of Strategy in the Department for Work and Pensions, Principal Private Secretary at the Cabinet Office, Head of Technology and Innovation at HM Treasury and Head of Broadcasting Regulation at the Office of Telecommunications.   His full biography can be found here (link to:


Plenary Session 1: Live Q&A

Lorraine Estelle will host a live Q&A session with plenary speakers:

  •  Colette Fagan, The University of Manchester
  •  Liam Earney, Jisc
  •  Tasha Mellins-Cohen, Mellins-Cohen Consulting
  •  Ian Moss, STM


Breakout Sessions Live Q&A: Group A (part two)

Join our breakout speakers for a live question and answer session



Take the opportunity to visit our online interactive exhibition, browse around and speak directly to our exhibitors.  


Social Activity: Quiz night

Join your peers for some conference social fun!   Our legendary quiz night has gone online so grab a drink and a snack and join our quiz host Mark Hester to test your trivia knowledge. Please register your attendance here 

Kindly Sponsored by Overleaf

Overleaf logo 2021



Programme and Speakers


All Group A Speakers will be available on demand from 9am on 12th April.  Please see below for more details of individual presentations and topics.  

(Do note: a live question and answer session will be available with breakout speakers between 12:00 - 14:00 or 16:00 - 17:00 on the UKSG Stand in the expo - individual timings are listed by each breakout session below)


Breakout 1:

  • A model approach - Salford's frameworks for assessing transformative read and publish deals  - Wendy Taylor & Helen Monagle, University of Salford 

Our break out session will build on the UKSG Insights article “The view from Salford: perspectives on scholarly communications from a research-informed university” ( Published in May 2020, this opinion piece received a significant amount of interest online and has had nearly 1500 views and downloads.

We will demonstrate the analysis model developed by Salford to evaluate transformative agreements and our framework for engaging with researchers. Financial outlay must contribute towards our goal of an open, equitable, sustainable and scholar led research environment and serve the needs of Salford, both in research terms and value for money. This interactive session will also provide other institutions the opportunity to share their experiences of assessing transformative agreements.

The session will be co delivered by Wendy Taylor (Scholarly Communications Librarian) and Helen Monagle (Electronic Resources Manager) who will discuss how our agile Collections and Research teams are working together to share knowledge and expertise and how our size and structure enables us to work flexibly and creatively.


  • Evaluation and Collaboration: Moving to a new decision-making approach in the transitional deals landscape - Sarah Roughley Barake & Kathryn Halfpenny, University of Liverpool 

Transitional deals have changed the way academic libraries manage their subscription and open access processes, budgets, communications, as well as how they make decisions on big deals. At the University of Liverpool, the Open Access and Subscriptions teams are working in a new way to manage all aspects of transitional deals.

Our presentation will share our approach to evaluating deals, including an outline of a set of principles that has been developed to guide our evaluation and decision-making processes. We will also share how we communicate about deals internally to the library and externally to researchers, and how we manage them financially between two traditionally separate budgets as “read” fees decrease and “publish” fees increase. The presentation will include template examples of documentation developed in-house to support newly developed processes as we transition to this new and collaborative way of working.


  • Working with transformative agreements at the Bibsam Consortium  - Anders Granström, The Bibsam Consortium

This presentation revolves around the Bibsam Consortiums work in improving the transformative agreements.  It will cover the topics of author journeys, administration och agreements, Open access uptake, and future price models.

Join the above speakers for a live Q&A on the UKSG booth on Monday at 12:05pm BST


Wendy Taylor
University of Salford

Wendy has been Scholarly Communications Librarian at the University of Salford since 2019 and has held previous roles in cataloguing and repositories. As part of her role in the Library's Research Support Team, she provides training and advice on open access, research dissemination and open research to PGRs and academic staff of all disciplines. She also manages applications to the University's institutional and UKRI open access funds and transformative agreements.

Helen Monagle
University of Salford
Sarah Roughley-Barake
University of Liverpool

Sarah Roughley Barake has worked as the University of Liverpool's Scholarly Communications Librarian for three years, coordinating all aspects of the library's support for Open Access. This includes management of the University's services for Open Access, providing publishing and dissemination guidance, financial management of all Open Access funding, and assuring strategic direction on Open Access.

Kathryn Halfpenny
University of Liverpool

Kath has worked in the academic library sector for over thirty years, working predominantly in content management roles. She has been Subscriptions Manager at the University of Liverpool since April 2017, and has responsibility for the acquisition and management of the University’s online, print and e-resource subscription collections

Anders Granström
The Bibsam Consortium

Since August 2020 Anders Granström works as a license manager at the Bibsam Consortium, focusing on agreements containing Open Access publishing rights. He previously worked managing transformative agreements at Uppsala University. Since 1996 the Bibsam Consortium negotiates license agreements for electronic information resources on behalf of Swedish universities, university colleges, governmental agencies, and research institutes. The national goal is that all scientific publications resulting from research financed with public funds should be published immediately with open access.


Breakout 2: Who speaks for the University on open access?

Publication by publication, university libraries are pivotal to making open access (OA) happen. They are hubs of expertise within their institutions, managing repositories and gold OA funds and offering untiring advocacy and training. However, libraries are service providers. Their researcher clients may not be as immersed in the web of OA options and policy and tools, but librarians have to serve their scholarly communications enterprise, not vice versa. OA cannot flourish as a crusade just of libraries.

This paper uses UKRI’s 2020 policy consultation as a lens to examine the relationship between library and research communities in a Russell Group university choosing between future OA trajectories. The choice to take a researcher-led approach revealed the current reality of OA in the institution. Few academic authors can avoid OA altogether now, but many still limit their attention to overcoming local obstacles to publishing specific outputs. How to distil legitimate and coherent feedback when researcher voices diverge, or manifest surface-level or one-sided engagement with a tangle of intricate challenges? What agency should opinions of library staff exert in this process? Should our institution lead or follow, and who decides?

Join Tony for a live Q&A on the UKSG booth on Monday at 12:15pm BST

Tony Simmonds
University of Nottingham

Tony Simmonds is a Senior Research Librarian at the University of Nottingham, where he specialises in open access, copyright and legal information management. He previously worked at the College (now University) of Law and the Institute of Advanced Legal Studies.

Breakout 3:

Breakout 3A:  Learning from eTextbooks: looking back and thinking forwards - David Clover

The COVID19 pandemic accelerated the move of many aspects of library provision online across the UK (and elsewhere). Libraries already offered a high proportion of resources in digital formats and both took advantage of free access to ebooks, as well as investing in increased digital content through a variety of packages and solutions. In this session I will reflect on large scale eTextbook provision (based on my experience at two institutions which have run this type of scheme) with consideration to issues of integration within learning and teaching, analytics, changing models of pricing and provision and emerging issues.


Breakout 3B:  Etextbooks: coordinating a university-wide approach with no additional budget - Phil Jones

A case study is presented of efforts to coordinate a university-wide approach to etextbooks including library guidance for academics, a tool for keeping track of etextbooks in use across the university and some examples of best practise. These include working with procurement, academic support unit managers and other key stakeholders to ensure that a joined-up approach is taken, etextbook value for money is properly assessed and alternatives to etextbook provision are given due consideration.

Join the above speakers for a live Q&A on the UKSG booth on Monday at 12:25pm BST

David Clover
Middlesex University

David Clover is Deputy Director Library and Student Support and Head of Library and Learning Enhancement at Middlesex University. He started this role in January 2020 after previous roles in both research and learning and teaching focused institutions in London and New Zealand. David is currently a SCONUL representative on the Jisc e-textbook publisher strategy group. He was awarded Senior Fellowship of the Higher Education Academy in 2018, in part recognising his work with eTextbooks at the University of East London. David’s interests include learning and teaching, the student experience, widening participation, and UX research.

Phil Jones
University of Worcester

A qualified librarian and Fellow of the Higher Education Academy I was recently delighted to complete an MBA (leadership in HE) with distinction.
I have experience of working in multiple roles in public libraries before making the move to HE libraries as a Liaison Librarian at the University of Worcester and then Coventry University. Subsequently I became Academic Liaison Manager at Coventry before moving back to Worcester during the first lockdown.
My career is driven by a desire to connect people with information and help them achieve their potential.


Breakout 4: Represent: Building diverse library collections in collaboration with library users

In 2019 the University of Leicester library developed a new leisure reading collection. It was important to collection was representative of the incredible range of diverse voices of students, staff and the local population. In order to include more works by underrepresented voices, the library launched the ‘Represent’ campaign and asked users to recommend titles from underrepresented voices for the library to purchase and add to their collections. The ‘Represent’ campaign has since developed to work with student volunteers to look at diversity within subject reading lists as well as creating opportunities to discuss issues around representation more broadly. 

Join Heena for a live Q&A on the UKSG booth on Monday at 12:35pm BST

Heena Karavadra
University of Leicester

Heena began her career in public libraries, working as a library assistant for three years with Leicester City libraries. During this time she worked at HMP Leicester library as well as the central and local library branches. In 2016 Heena was awarded the Sheffield Postgraduate Scholarship to undertake her Master’s degree in Librarianship at the University of Sheffield. Since 2018 Heena has been working as an Academic Librarian at the University of Leicester supporting subjects across the College of Life Sciences and the College of Science and Engineering. She has led on a number of student engagement projects and was selected as one of University of Leicester's 'Inspirational Woman' in 2022 for this work

Breakout 5: University Futures, Library Futures - Lessons from the Pandemic for a Research Intensive Global University

Lancaster University is a global university with an innovative approach to digital transformation. At the heart of the discussions in early 2020 were what it meant to be a truly global research intensive university while maintaining the campus experience that Lancaster is know for. Allied to this, the Library, following the recruitment of a new Library Director, was in the process of creating a new library vision to support the university in its endeavours to ensure it worked as partner not just service provider. Then the pandemic hit.

Led by Professor Simon Guy, Pro-Vice-Chancellor Global and by Andrew Barker, Library Director, this session will present a portrait of our ambitions for the future of the Lancaster University and its library post-pandemic, how we ensure that we have a transformative impact in the communities in which we operate while being a truly global research intensive university .

Join Andrew for a live Q&A on the UKSG booth on Monday at 4.00pm BST

Andrew Barker
Lancaster University

Andrew Barker has been Director of Library Services & Learning Development at Lancaster University since September 2019. Prior to that he held a number of senior roles within diverse university libraries, including the University of Liverpool and Liverpool John Moores University. Andrew was Chair of UKSG between 2018 and 2022, and has been Vice-Chair of SCONUL since December 2021.

Simon Guy
Lancaster University

Professor Simon Guy’s remit is to develop, connect and lead Lancaster University’s digital, global and development strategy. He leads on the establishment of the University’s new campus in Leipzig
while also working to strengthen connections between all the university's international partnerships. He leads on the digital agenda, working to ensure that digital innovation underpins all the university's academic practices. Simon also oversees the library and is the University lead on sustainability.

Previously in Simon’s career, he was in senior roles at the University of Manchester and the University of Newcastle. Simon’s career began as an engineer before beginning his academic life pursuing studies in the humanities and social sciences, followed by a research career which has focused upon sustainable design and urbanism.


Breakout 6: Surviving (and thriving) during and after a pandemic

This presentation will reflect on how we managed library services at the University of York during the covid-19 pandemic. It will focus on not just the practical physical reopening, but also how we engaged with our university community, senior stakeholders and continued to ensure our own staff wellbeing was front and centre of how we worked. It will include how we positioned the library to be the beacon at the centre of the University.

Finally, it will consider where we might go next and what opportunities the pandemic gives us to position ourselves for a more positive future.

Join Michelle for a live Q&A on the UKSG booth on Monday at 12:55pm BST

Michelle Blake
University of York

This presentation will reflect on how we managed library services at the University of York during the covid-19 pandemic. It will focus on not just the practical physical reopening, but also how we engaged with our university community, senior stakeholders and continued to ensure our own staff wellbeing was front and centre of how we worked. It will include how we positioned the library to be the beacon at the centre of the University.

Finally, it will consider where we might go next and what opportunities the pandemic gives us to position ourselves for a more positive future.

Breakout 7: Teaching with primary sources in the virtual classroom

Throughout 2020 instructors had to redesign courses to fit online as well as in-person environments. Libraries are a central hub for resources and support in this endeavour. Using real-world examples, this talk examines one area where this partnership is essential: teaching using historical documents. An activity that often happens in the classroom and archive is particularly challenging to move online, but digitised primary source collections offer the opportunity to include archival documents in newly formatted classes and assignments. We will see how traditional humanities scholarship and innovative pedagogical approaches can come together through integrating digitised primary sources into undergraduate teaching.

Join Ben for a live Q&A on the UKSG booth on Monday at 13:05pm BST

Ben Lacey
Adam Matthew Digital

Ben Lacey has a PhD in Medieval History from the University of Sheffield. At Adam Matthew Digital he oversees the Outreach team, who help librarians and faculty integrate digitised primary source collections into research and teaching. As part of this he has helped run classes for students at many European and North American universities.

Katherine Harbord
Liverpool John Moores University)
Steven McIndoe
University of Sheffield

Breakout 8: Farewell discovery – hello curation and engagement

Resource discovery has become redundant for some students. Over the last 20 years or so, universities have made considerable investments in library centric discovery services. Nevertheless, for some students, especially undergraduates, discovery has become largely irrelevant. They simply log on to their learning management system to find ready prepared links to the print and electronic resources they need for their course or module. This is typically because the learning system is linked to a library managed reading/resource list solution. Certainly, this is the case in the UK and is becoming more common in the US and elsewhere. Ken's presentation will describe and analyse this important trend towards the better curation of, and engagement with, content.

Join Ken for a live Q&A on the UKSG booth on Monday at 1:15pm BST

Ken Chad
Ken Chad Consulting ltd

Ken gained his Master’s degree from the Information Science Department at City University in London. He is also an alumnus of the Warwick University Business Innovation and Growth Programme. He worked as a librarian before spending over 20 years in the library technology business. He set up his consulting business in 2007 to help make libraries and archives more effective. He has presented widely in the UK and internationally. Ken has published a number of open access briefing papers on library technology issues and runs Higher Education Library Technology -an open and free community resource.

Breakout 9: Pay now or wait a year: Embargoes as a selective barrier to access

In the absence of funds for 'gold' open access, publishers may allow universities to share the author's accepted manuscript on a 'green' basis, with or without an embargo. The former means the work can be openly accessed typically after a period of 12-24 months. Such time gives publishers opportunity to build revenue, but creates inequalities. Firstly, there is a division between those who can afford a fee or can access a library subscription to benefit from the research and those who cannot; but there is also a divide between universities that have funds to pay publishing charges and less research-intensive institutions that have no such fund.

This case study considers journal articles published by Edge Hill University in 2019. Originally a teacher training college, the University received taught degree-awarding powers its university title in 2006, followed by Research Degree Awarding Powers in 2008. A key finding is that embargoes mean certain kinds of research articles can be 'locked down' for longer. For instance, educational research articles were found to be held back from public access for more than twice the time when compared with health research. This divide is driven by disseminating research through publishers which make extensive use of embargoes.

As a result, the consumers of Edge Hill's education research (e.g. schools, teachers) may need to wait longer to use it. This can potentially affect their ability to use research to innovate, enhance practice, or respond to societal challenges.

Join Liam for a live Q&A on the UKSG booth on Monday at 1:25pm BST

Liam Bullingham
Edge Hill University

Until recently, Liam managed research support in Library and Learning Services at Edge Hill University. At Essex, he leads the Academic and Research Services team in Library and Cultural Services; this includes academic liaison and information literacy team and also research services. He is a member of the LIS-Bibliometrics Committee and is a Trustee of UKSG..


Breakout 10: The impact of COVID on the research enterprise: A research study

It is no unknown statement to say that the coronavirus pandemic has and continues to impact many - mentally, physically, emotionally and economically. The research community has not been immune to this crisis. Beyond the impact on research output, the sector has and continues to see the sharp end of what is predicted to be a long term economic and financial change for universities and other higher education establishments. Yet while we continue to think on the ‘what can we do right now to help,’ we also need to reframe that focus to look at ‘how can we help going forward’ with a long term view of the new challenges that the research community will face.

However, beyond a general collective understanding that university budgets are likely to be significantly affected, the impact of reduced budgets on the research enterprise is not as easily seen. Drawing on findings from research commissioned by Springer Nature and conducted by Roger Schonfeld from Ithaka S+R, Rob Johnson from Research Consulting and Jason Owen-Smith this session will address issues such as:
- Impacts on how research is conducted
- the knock-on implications and uneven impact this could have on researchers
- ability to attract the funding for critical research programs.
- And how the landscape of research disciplines could and may change
Aimed at all across the research enterprise workflow, the goal of this session is to be interactive using an evidence base to discuss appropriate next steps forwards and recommendations for stakeholders within the research enterprise.

Join the above speakers for a live Q&A on the UKSG booth on Monday at 1:35pm BST

Roger Schonfeld

Roger C. Schonfeld is director of Ithaka S+R’s Libraries, Scholarly Communication, and Museums program, leading a team that conducts surveys and qualitative research of faculty members, students, senior research officers, and the directors of libraries and museums. Roger’s current focus areas include organizational leadership, science policy and research leadership, diversity and community engagement, and collections management and preservation. Roger is a board member for the Center for Research Libraries. He was previously a research associate at The Andrew W. Mellon Foundation. He received degrees in library and information science from Syracuse University and in English Literature from Yale University.

Rob Johnson
Research Consulting

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. He began his career with KPMG, the international professional services firm, before working in a senior research management role at the University of Nottingham. Since founding Research Consulting in 2013 he has led more than 150 projects in the field of scholarly communication and research. He is a UKSG Trustee, a Fellow of the Institute of Chartered Accountants in England and Wales and holds an MSc in Higher Education Management from Loughborough University.


Susie Winter
Springer Nature

Susie Winter is Director of Communications and Engagement, Research at Springer Nature where she heads up external communications for Springer Nature in its position as a leading research publisher.

Susie joined Springer Nature from the Publishers Association, the trade association for the publishing industry in the UK where, as Director of Policy and Communications, she was responsible for developing and leading the PA’s work across the policy agenda as well as promoting the contribution made by the UK publishing industry at both a UK and European level.

Prior to that she was the first Director General for the Alliance for Intellectual Property, working to ensure that the importance of IP rights to the UK economy is recognised. Having begun her career as a Press and Broadcasting Officer for the Liberal Democrat Party she then spent several years at communications consultancy Luther Pendragon.


Breakout 11: Accessibility: moving the (stuck) dial

We will present a cross industry perspective on the current state of digital accessibility, and why it is vital for commercial goals and inclusivity objectives alike. Publishers need to move beyond a view of accessibility compliance as "nice to have," to a place where it is an industry standard cornerstone of all content creation and platform development. Conformance with basic web accessibility standards can no longer be a secondary consideration, as governments are acting to ensure that directives are transposed into national law. We have seen this with the UN SDG 4, The Americans with Disabilities Act and EU Web Accessibility Directive. Luckily, accessible publishing is not only achievable, but affordable -- with advanced technical systems and formats, such as EPUB. It has never been easier to embed accessibility standards into business-as-usual content products and workflows. This session will explore the current state of content accessibility and what steps publishers and technology providers are taking to fully embrace a truly inclusive and accessible content for all.

Join Lettie for a live Q&A on the UKSG booth on Monday at 4:40pm BST

Lettie Conrad
Maverick Publishing Specialists

Lettie brings nearly 20 years’ experience in scholarly publishing to her diverse portfolio of product research and development talents and passions. She is dedicated to helping information organizations cultivate a user-centered, standards-compliant approach to digital publishing and academic programs. Her work history demonstrates a commitment to the dissemination of high-quality scholarly and professional publications that advance science and knowledge for the greater good, and transforming the researcher experience.

Lettie excels in driving optimum content discovery and access of academic content platforms, leveraging her R&D experience in web analytics, user experience, information architecture, SEO, institutional discovery, metadata standards, and semantics. In her 10 years with SAGE Publishing, Lettie played a key role in establishing product management expertise and user-centered product lifecycles and market research routines. She was instrumental in launching user-centered web and mobile products, driving research and analysis that enabled evidence-based product management to maintain outstanding quality of SAGE platforms.

Currently, Lettie is North American Editor for Learned Publishing and is a ‘chef’ with the SSP’s Scholarly Kitchen blog. Lettie has a master’s degree in Mass Communication from California State University, Northridge, and is currently a candidate for the Information Science PhD Gateway Program from California State University, San Jose, and the Queensland University of Technology, Brisbane.


Breakout 12: Diamond Journals and platforms: challenges and opportunities for open scholarship

In June 2020, cOAlition S commissioned a study to gain insights into the OA publishing landscape of journals and platforms that are free to readers and authors. A group of 10 organizations conducted the study in 2020. The research aggregated data from various activities including an online survey that gathered around 1600 exploitable responses from journal editors across the globe, a quantitative analysis of data from a range of bibliographical databases and a qualitative analysis based on literature review, interviews and focus groups. The proposed presentation will present and discuss the results of the study.

Join the above speakers for a live Q&A on the UKSG booth on Monday at 3:50pm BST

Jeroen Bosman
Utrecht University

Jeroen Bosman (@jeroenbosman) is scholarly communications and geoscience librarian at Utrecht University Library. He is an expert in the field of open science and open access policy and practice and tools, reference management tools, scholarly search engines and web search. His main interests are Open Access and Open Science in all academic fields, scientometrics, visualization and innovation in scholarly communication. He is an avid advocate for Open Access, Open Science and for experimenting with open alternatives. He has 20+ years teaching experience in academic information skills and has led dozens of Open Science workshops, including internationally. He has a wide international network among all stakeholder groups in scholarly communication. He is co-lead of the 101 Innovations in Scholarly Communication project that surveys and charts developments in scholarly communication, research workflow tools and practices. Through a Force11 working group he helps foster a commons approach to scholarly communication. All activities are carried out in the open and resulting materials are fully open (CC-BY or CC0) and linked to his ORCID account.

Bianca Kramer
Utrecht University

Bianca Kramer (@MsPhelps) is scholarly communication librarian at Utrecht University Library, with a strong focus on open science and open infrastructure. She has an active interest in open access developments, as well as in developments around rewards and recognition. She participated in the cOAlitionS/Science Europe funded Diamond Open Access study to explore and deepen understanding of collaborative non-commercial publishing models for Open Access.


Breakout 13: Driving Positive Cultural Change: The Power of an Active ERG

During this session you will hear from four passionate activists and Employee Resource Group leaders, who have had experience in starting up grassroots organisations in their respective communities – at Elsevier, Wiley and Taylor & Francis. The goal of this session is to inspire and educate the audience on the opportunities & challenges faced by ERG leaders, highlighting the importance of ERGs and what your role – whether you are an individual contributor, manager or a senior leader – can be in supporting ERGs. The topics we will cover will be:

    • The Why & importance of ERGs
    • The Business Impact of ERGs (within Organisation and Cross-Industry)
    • The Good, the Bad and the Ugly of the journeys – Intersectionality & Managing Stakeholder Support
    • Local & Global Approach to Grassroots Organisations – Tradeoffs & Considerations
    • Future of our Groups
    • Your Role in the ERG Movement

Join the above speakers for a live Q&A on the UKSG booth on Monday at 12:45pm BST

Laura Martin

Laura Martin is a Senior Project and Change Manager at Wiley, where she co-chairs the Women of Wiley Employee Resource Group. She has worked in Strategy and Business Change roles in academic publishing for 8 years and is passionate about cultivating a cross-functional approach to transformational business change. Laura has a BA in History of Art from Smith College and an MA in History of Art from the Courtauld Institute of Art, University of London. She lives in Oxford, UK.

Vikki Davies
Taylor & Francis

Vikki Davies is a Journals Production Team Leader and Learning and Development Specialist at Taylor and Francis. She has been a committee member of the grassroots Women in Publishing group at Taylor and Francis since 2017. As part of the committee, Vikki works to deliver events to promote the successes of women in the company, and to offer a forum for discussion and mutual support.

Leyla Sokullu

Leyla is a strategy manager at Elsevier, and primarily works on commercial value propositions, customer discovery and strategic planning. She is also the co-lead of the gender inclusion network of Thrive's London Chapter, with ~300 members. Prior to Elsevier, she was an Analyst at Solon Management Consulting, a TMT boutique strategy firm. She has a BA in Psychology and Economics, from Emory University, Atlanta, GA, USA and MSc in Sociology from University of Oxford

Axelle Ahanhanzo

Axelle is a Customer Success Manager for Corporate Markets in France and Southern Europe. As a response to George Floyd's murder and to drive more anti-racism initiatives in the corporate world, she co-founded Embrace, an Employee Resource Group (ERG) focused on Race & Ethnicity. She holds a BA in Modern Languages and European Studies from the University of Birmingham (UK) and an MSc in Corporate Communication from the University of Amsterdam.


Breakout 14: Journal metrics: what they can and can’t tell us.

With the advent of responsible metrics approaches such as DORA, and their endorsement by funders such as cOAlitions S and the Wellcome Trust, there is a significant anti-journal metric backlash. Alternative ways of assessing journals are being proposed, such as TOP Factor and the Quality Open Access Market, but are yet to gain traction. This talk will explore the many ways we can evaluate a journal; whether journal citation metrics are always a bad thing; and how we might move towards a fairer assessment of the relative strengths and weaknesses of journals.

Join Elizabeth for a live Q&A on the UKSG booth on Monday at 4:10pm BST

Elizabeth Gadd
Loughborough University
Elizabeth (Lizzie) Gadd works as a Research Policy Manager at Loughborough University. She chairs the International Network of Research Management Societies (INORMS) Research Evaluation Group and co-champions the UK Association of Research Managers and Administrators (ARMA) Research Evaluation Special Interest Group. She founded the LIS-Bibliometrics Forum and The Bibliomagician Blog which provides bibliometric advice and guidance 'by practitioners, for practitioners'. Elizabeth was the recipient of the 2020 INORMS Award for Excellence in Research Management Leadership.



Breakout 15: Librarian attitudes to Subscribe to Open

The success or failure of the Subscribe to Open (S2O) model of open access will be decided by librarian customers. To gauge the level of support for, and understanding of, S2O among librarians, the Subscribe to Open Community of Practice (S2O CoP), undertook a survey of librarians. The S2O CoP is an unrestricted assembly of publishers, librarians, funders, agents and academics that share an interest in defining the model and exploring its value.

This session will report on the results of the survey, providing the views of librarians.

Join the above speakers for a live Q&A on the UKSG booth on Monday at 4.20pm BST

Andrea Lopez
Director of Sales, Partnerships, & Initiatives Annual Reviews
Charlotte Van Rooyen
EDP Science

Charlotte Van Rooyen is Director of Marketing and Communications at EDP Sciences. She has been with EDP for about 7 years, and before then was the Head of Journals Marketing at Oxford University Press. She leads the international marketing and communications strategy and activities to drive awareness and build affinity with EDP Sciences and all their products and services.

Charlotte has worked on the communications around many OA projects, the latest of which is the move to Subscribe to Open for EDP’s portfolio of Maths journals.

Uta Grothkopf
European Southern Observatory

Uta is the Head of the Library and Information Centre at the European Southern Observatory (ESO), an inter-governmental research organisation in astronomy. She monitors evolving scholarly communication tools and trends in publishing in order to provide advice and guidance to ESO’s researchers.

Uta has been speaking at many conferences and workshops, focusing in particular on digital libraries, bibliometrics, and open access/open science. She was actively involved in the organisation of LISA (Library and Information Services in Astronomy) conferences, and has been a lecturer at SWYA (Scientific Writing for Young Astronomers) Schools. In May 2019, Uta joined the Open Access Working Group of the journal Astronomy & Astrophysics (A&A), and has been a member of the S2O Community of Practice since October 2020.


Breakout 16: Navigating the Complexities of Open Access: A Case Study from University of Copenhagen

Imposed by the Danish Ministry of Higher Education & Science, 100% of research outputs in Denmark should be publicly available starting from 2025. Like many others, University of Copenhagen (UCPH) is subject to a national OA strategy as well as Plan S becoming a reality. These changes impact millions of researchers, and all institutions, publishers, and funders worldwide have to take action to, on the one hand, drive change towards OA and Open Science, and on the other hand, comply with the increasingly enforced policies.

At UCPH, less than 40% of research outputs are published OA today. In addition, UCPH already spends around 2 M€ per year in APCs ─ a cost that the university cannot afford to increase. The situation is faced with numerous challenges with increasing complexities of different policies from different funders, different research assessment frameworks, different publisher business models as a response, and a great deal of fragmentation due to the lack of collaboration between the stakeholders. UCPH and the Royal Danish Library have therefore partnered with Chronos Hub, a platform and service provider for streamlining publication processes.

In this talk, we’ll share our experiences of solving these challenges from an institutional perspective. How did we bridge the communication between institutions, publishers, and funders, to unburden both administrators and the individual researchers? What are the effects? What have we learned? And what are the remaining challenges?

The presentation will be held jointly by University of Copenhagen and Chronos Hub.

Join the above speakers for a live Q&A on the UKSG booth on Monday at 4:30pm BST

Martin Jagerhorn

Martin Jagerhorn has about 20 years of experience in business development and investments in tech companies that serve the research domain. As Business Development Advisor at ChronosHub, Martin establishes new collaborations with funders, institutions, publishers, and technology partners. Previously, on the topic of research information management, he has co-founded and/or invested in companies like AVEDAS AG (exited to Thomson Reuters in 2013), Zendy and Morressier, and is involved as an advisor and consultant towards many universities, publishers, national infrastructure initiatives and funders across the world, and over the last few years more specifically on open access and open science.

Michael Svendsen
Royal Danish Library I Copenhagen University Library

Michael Svendsen is the Head of Research Support Services at Copenhagen University Library that is a part of the Royal Danish Library supporting the University of Copenhagen in strategic and research-specific areas of Open Science, research data management, bibliometrics, copyright and teaching. Michael has been an active member in the National Forum for Research Data Management as part of DeiC (Danish e-Infrastructure Cooperation) working with data stewardship skills and education and before that also as an Open Access expert in various Knowledge Exchange activities. From a library perspective Michael has been both participating in and co-organizing the DST4L (Data Science Training for Librarians) workshops held in Denmark for international colleagues. Currently, Michael is active in the LERU (League of European Research Universities) Open Access & Info Group.

Programme and Speakers


Breakout Sessions: Group B

More details on individual speakers can found the under Breakout Session Group B


Chair Yoga with Poppy

Click here to book a place on the Yoga session - places are limited.

Kindly Sponsored by AIP Publishing 

AIP Publishing logo 2021


Lightning Talk Group B - OA Switchboard: a mission-driven practical solution, that thrives on collaboration

When it comes to implementing multi-lateral OA publication-level arrangements, funders, research institutions and academic publishers are faced with a myriad of systems, portals, processes and (commercial) service providers. This has impact on the realisation of policies and agreements, progress in developing new business models, and from a researcher perspective this landscape is at best confusing and at worst impenetrable.

OA Switchboard, the central information exchange hub, is a global and industry-wide initiative, where funders, institutions and publishers work together to achieve transparency (authoritative data), inter-operability and cost-control through essential infrastructure (open source) and API's), standards and back office services.


Yvonne Campfens
Stichting OA Switchboard

Yvonne Campfens holds a MSc Econometrics degree from University of Amsterdam, and has worked in academic publishing and related service sectors for 30 years (Elsevier, Swets Subscription Services, Bohn Stafleu van Loghum/Springer Media, Springer Nature). She was involved in collaborative and workflow solutions like ASA model licenses (1999), ALPSP Learned Journal Collection (2004) and TRANSFER Code of Practice (2009). In 2018, she started her own consultancy business, and has been involved with OA Switchboard since 2019. In 2020 she was appointed Executive Director of Stichting ('foundation') OA Switchboard.


Lightning Talk Group B - Open Access Books: How to Find, Acquire, and Use Them

Over 30,000 open access academic books are now cataloged in the Directory of Open Access Books. This is, however, a subset of the titles becoming available thanks to increased funding, in both the US and Europe. Many are of extremely high quality and from well-known as well as innovative new publishers. Because library vendors struggle with the business model, there are obstacles for libraries in trying to acquire these titles. This session will explore the changing landscape of OA ebooks and describe successful strategies adopted by libraries to add them to collections, support their publishing, discovery, and use. Many libraries are interested in supporting open access, but they are challenged by both budgetary issues and workflow exceptions. This session will provide a manageable and pragmatic way forward for academic libraries of all sizes. The speakers will share how their institutions are supporting open access book publication while also adding valuable new resources for their campus communities -- free of the familiar use restrictions that are so frustrating to librarians when working with ebooks.

Charles Watkinson
University of Michigan Library

Charles Watkinson is Associate University Librarian for Publishing at the University of Michigan Library and Director of University of Michigan Press. He previously worked at Purdue University and the American School of Classical Studies at Athens. UMP is a leading publisher of OA books, which it presents through its open-source platform, Fulcrum. Find out more at


Lightning Talk Group B - Charismetrics: winning researcher hearts and minds with the Research Intelligence service at Lancaster University

Lancaster University’s Research Intelligence service launched in early 2019, and has gone from strength to strength, allowing opportunity to collect a staff award along the way. Joanne will detail the organic approach that was taken towards service design, how engagement from the research community was cultivated and relationships built and managed. She will share how this translated into bibliometric services, the analyses and reports that currently serve researchers at Lancaster University, and how the service will pro-actively plan for the future.


Joanne Fitzpatrick
University of Lancaster

Joanne is Research Data Manager at Lancaster University, UK, where she contributes to both the Research Data and Research Intelligence Services. She has delivered the Research Intelligence Service, which focuses on bibliometric analysis and researcher training, since its beginnings in 2019 and has recently re-launched Data Conversations, a pioneering Lancaster University programme of researcher training, in an online format. She graduated with an MSc Information Science from Northumbria University in 2019 and won Lancaster University’s International Impact Award 2020 for her work with world rankings.



Take the opportunity to visit our online interactive exhibition, speak to direct to our exhibitors.  


Breakout Sessions Live Q&A: Group B (part one)

Join our breakout speakers for a live question and answer session


Poster Sessions

Visit our lightning speakers in an interactive poster session, where they will be available to talk more in depth and answer your questions.



Plenary Session 2.1 - For an inclusive global flow of scientific information

Scientific research fulfillment as a humanity global enterprise requires an inclusive and equitable communication infrastructure capable to deal with geographic, cultural, multilingual and thematic diversity. SciELO Network of 17 nationally operated collections of selected Open Access peer reviewed journals represents a major effort towards an inclusive global flow of scientific information. In 2021, it indexes, publishes and interoperates over 1200 journals which communicate pure and basic research covering most of the disciplines with a high coverage of local, national and regional topics and target audiences. This presentation will share SciELO advances, challenges, barriers, and lessons learned on the globalization of research communication.

Abel Packer
Director SciELO Program

Abel Packer co-founded the Scientific Electronic Library Online (SciELO) in 1998, a Brazilian research infrastructure program and international cooperation program committed to the advancement of scientific research and communication through the Open Access indexing and publication of a network of selected collection of quality peer-reviewed journals operating in 17 countries. Currently he is Director of SciELO. He is also Project Coordinator at the Foundation of the Federal University of São Paulo (UNIFESP) and former Director of the Latin American and Caribbean Center on Health Sciences (BIREME/PAHO/WHO). Abel has a MLS with extensive experience in information science, librarianship, information technology, and information management.


Plenary 2.2 - In a Time of Global Challenge Open Access Policy in CMAPH

Within the topic, it mainly introduces how CMAPH responded to the pandemic in a Time of Global Challenge. CMAPH as the most numerous, influential, and authoritative medical journal publication in China have established a series of policies toward to pandemic and Open Access in 2020. We have implemented “manuscript fast-track flow” policy, established a COVID-19 Academic Research Communication Platform with Chinese and English version, and all articles published in the platform applied open access policy. By doing all these attempts, CMAPH is going to maintain its strategy on priority publication, academic quality, and to be more involved in global activities and collaboration. In the topic, we also intend to discuss the challenges to Chinese Sci-tech Periodical, and how OA publishing developed in CMAPH.


Yang Pan
Chinese Medical Association Publishing House

Yang Pan is the Director of Marketing & Public Relation Department of CMAPH, and the Managing Director of the CMA JournalMaternal-Fetal Medicine. She started as the editor of Chinese Edition of BMJ in CMAPH since 2001, and devoted to the publishing industry for nearly 20 years. With rich experience, she had completed a series of funded programs of China Association for Science and TechnologyCAST, such as” Brand Building of Chinese Sci-Tech Periodicals”, ”International Influence Promotion Project”. During the COVID-19 pandemic, as the committee member, she took part in building up the “COVID-19 Academic Research Communication Platform” and publishing the special issue of COVID-19 in Chinese Medical Journal. Moreover, she has supported CAST to initiate Chinese Science Journals to join the COVID-19 database which is built by WHO, further Conducts Active International Cooperation


Plenary 2.3 - The evolving scholarly publishing process in Africa

Frederick Ato Armah
University of Cape Coast


Plenary Session 2: Live Q&A

Colleen Campbell will host a live Q&A session with plenary speakers:

  •  Abel Packer, SciELO
  • Yang Pan, Chinese Medical Association Publishing House 
  • Frederick Ato Armah, University of Cape Coast
Colleen Campbell
Max Planck Digital Library

Colleen Campbell is strategic advisor for external engagement at the Max Planck Digital Library (MPDL). There she coordinates two open access initiatives: the Open Access 2020 Initiative, a global alliance of research organizations and their libraries that are repurposing their investments in subscriptions to support open access publishing, and the ESAC Initiative, a library community of practice building capacities around transformative and open access publishing agreements. She is a member of the LIBER Open Access Working Group and serves on the Managing Board of EIFL, a not-for-profit organization that works with libraries to enable access to knowledge in developing and transition economy countries.
@oa2020ini; @ColleenCampbe11


Breakout Sessions Live Q&A: Group B (part two)

Join our breakout speakers for a live question and answer session




Social Activity: Tuesday social

Join us in the UKSG Lounge for the Tuesday social to network and catch up with old friends and new (5pm til 6pm) - see you there!

Programme and Speakers


All Group B Speakers will be available on demand from 9am on 13th April.  Please see below for more details of individual presentations and topics.

(Do note: a live question and answer session will be available with breakout speakers between 12:00 - 14:00 or 16:00 - 17:00 on the UKSG Stand in the expo - individual timings are listed by each breakout session below)


Breakout 17: Transitioning UK research to an open future

How transitional is the Wiley–Jisc Agreement? This talk will explore the role of transitional agreements in facilitating and accelerating a transition to open access for UK research.
Bringing together data from the first year of the Jisc–Wiley read and publish agreement with examples of transitioning journals, making changes to workflows, and publishing infrastructure in moving us towards an open sustainable research environment. This session will explore examples of the current impact and take up, discuss what this looks like in practical terms for stakeholders and review advantages and opportunities as we move to a fully OA world.

Join the above speakers for a live Q&A on the UKSG booth on Tuesday at 12:05pm BST

Natasha White

Natasha has over 20 years of open access marketing and publishing experience. She is a Senior Director at Wiley and currently manages the transitional open access agreements as well as the B2C aka Researcher marketing departments. Before this Natasha headed up Researcher Product Marketing at Wiley where she was responsible for driving open access and researcher product marketing strategy. Working on positioning Wiley as the first choice publisher for authors by making the author experience the best it can be. Helping Wiley and its journals retain our author base, attract new authors and in turn publish more and generate more author-based revenues. Before joining Wiley Natasha ran her own marketing consultancy during 2007-2009. Before that Natasha was Sales and Marketing Director at BioMed Central, the leading open access publisher, for over 6 years. With overall responsibility for global marketing, sales, and customer service, the company went from strength to strength. During her time at BioMed Central Natasha saw the company gain global recognition and reach profitability in a very competitive marketplace. Before joining BioMed Central Natasha worked for Macmillan Publishers in various marketing roles including Marketing Manager for journals and reference products in the Nature portfolio.

Anna Vernon

Anna Vernon. Head of Research licensing at Jisc. She is responsible for the strategic development and delivery of Jisc’s research content and software portfolio and leads the open access negotiations on behalf of UK institutions. Prior to working at Jisc Anna worked at the British Library on a range of copyright and licensing initiatives.


Breakout 18: New ways of working: success stories and lessons learned as libraries and publishers have adapted workplaces and practices

This panel discussion will look at how organizations have been adapting their working practices and policies in the last year. Speakers will share experiences and lessons learned on topics such as remote working, flexible working, balancing staff preferences with organizational needs, and space planning. Delegates are encouraged to send questions in advance that the panel can address as part of the pre-recorded session; speakers will also be available for live Q&A during the conference.

Join the above speakers for a live Q&A on the UKSG booth on Tuesday at 4:30pm BST

Charlie Rapple

Charlie Rapple is co-founder of Kudos, which helps researchers, funders, publishers and institutions to accelerate and broaden the reach and impact of research. She is currently Treasurer of UKSG, and serves on the editorial board of UKSG Insights, as well as blogging in The Scholarly Kitchen . Past roles include Associate Director of TBI Communications and Head of Group Marketing for Publishing Technology. She holds a BA from the University of Bristol and postgraduate MDip from the Chartered Institute of Marketing.

Kate Smith

Kate Smith has over 20 years of experience in Marketing and Publishing working at Blackwell Publishing and Wiley. Kate is currently the Director of Employee Enablement, Marketing where she is a change agent with people at the center. She enables high-performing teams and individual success through organizational effectiveness, training and upskilling. Kate has instigated people-focused initiatives and frameworks allowing marketers to thrive, she promotes a coaching culture throughout the team. Kate was the co-founder of Wiley's Women at Wiley ERG in 2015 and also leads a support group for mothers returning to work following maternity leave in the UK. Kate holds a BAhons in Music, a Postgraduate MDip from the CIM, an MBA, and MA in Coaching and Mentoring. She is currently completing a PGDip in HR Management with the CIPD.

Katherine Rose
Imperial College London

My role at Imperial spans all areas of content procurement and management (Acquisitions, Subscriptions and Document Delivery) and systems management. With the implementation of Plan S, my role is increasingly focused on the connection between reading and publishing: open access pathways, transitional agreements and rights retention policies. I’m co-convenor of the RLUK Content Strategy Network and a UKSG Trustee. My previous positions at SOAS, King’s College London and Regent’s University London have focused on institutional research and information systems implementation projects and subscriptions management.

Alison Mudditt

Since 2017 Alison has been CEO of PLOS, an organization dedicated to building an open, equitable and sustainable system of scientific knowledge production and sharing. Prior to PLOS, Alison served as Director of the University of California Press and as Executive Vice President at SAGE Publications. Alison is Chair of the Board of Directors for the Center for Open Science as well as a board member for the Society for Scholarly Publishing, the Authors’ Alliance and the American Chemical Society’s Governing Board for Publishing. A regular speaker at industry meetings, Alison also writes the Scholarly Kitchen blog. Her more than 30 years in the publishing industry also include leadership positions at Taylor & Francis and Blackwell Publishers.


Breakout 19: A new funding model for open-access monographs: introducing a novel approach to publishing OA books through library membership funding

We outline the work of a university press, with assistance from the COPIM Project (Community-led Open Publication Infrastructures for Monographs), in launching an innovative revenue model to fund open access monographs at a traditional publisher. Building on library journal subscription models like OLH and on Knowledge Unlatched's approach to monograph funding, we present a new, sustainable OA publishing model that gives members exclusive access to a highly-regarded backlist, with the revenue then used to make the frontlist openly accessible. The model can be emulated by other scholarly presses who wish to take advantage of the opportunities that open access publishing affords.

Join Martin for a live Q&A on the UKSG booth on Tuesday at 12:25pm BST

Martin Eve
Birkbeck, University of London

Martin Paul Eve is Professor of Literature, Technology and Publishing at Birkbeck, University of London. He is a founder and CEO of the Open Library of Humanities and the lead of Work Package 3 of the COPIM project.


Breakout 20: How to get started with your Accessibility Programme

Where to begin with digital accessibility? It may seem overwhelming, but it doesn’t have to be. We aim to equip you with the knowledge and tools to assess where you are with accessibility as well as a brief overview of the current legal landscape. We will then go over approaches you can take to improve your organisation’s digital accessibility and resources to build your own skills and education, allowing you to take the demystification of digital accessibility into your own hands.

Join the above speakers for a live Q&A on the UKSG booth on Tuesday at 12:35pm BST

Lorenzo Milani
SAGE Publishing

Lorenzo Milani joined SAGE Publishing as part of the User Experience Team in 2018. He wears different hats in his role, focusing on digital accessibility, data and analytics, and discovery opportunities across the organisation.
Lorna Notsch is a Senior Analyst in the Publishing Technology Department at SAGE Publishing. She has been working on digital accessibility across a multitude of products at SAGE for seven years, always bringing her expertise and enthusiasm.

Lorna Notsch
SAGE Publishing

Lorna Notsch has worked in digital accessibility for seven years and is always ready to assist on accessibility initiatives through testing, education, and document creation.


Breakout 21: From creation to consumable knowledge: supporting research workflows in an open infrastructure

This discussion will focus on ways in which libraries and vendors alike can support research in an open infrastructure. The presenter will look at researcher needs to conduct and share their work, while considering how the library – on its part – can best collect, preserve, disseminate and manage the research. Attention will be paid to open collaboration platforms in support of open science. And, the presenter will discuss how open source solutions as well may best support evolving needs for innovation in library workflows and the delivery of new services to users in support of research, teaching and learning.

Join the speakers for a live Q&A on the UKSG booth on Tuesday at 3:50pm BST

Tamir Borensztajn
Vice President SaaS Strategy EBSCO Information Services (UK)*

Tamir Borensztajn has served as EBSCO’s Vice President of Software-as-a-Service (SaaS) Strategy since 2014. In this role, Tamir helps inform and present EBSCO’s software strategy while working with libraries worldwide to understand their systems and software needs. Prior to joining EBSCO, Tamir served as Executive Director, Public Sector Innovation EMEA at Infor. He is a graduate of Hebrew University of Jerusalem and holds a Master in Library Science from Simmons University in Boston.


Breakout 22: Plan M and Everyday Life: The Practical Challenges of Metadata Supply and Use.

With the JISC initiative to standardise metadata supply with Plan M and the potential inclusion of metadata standards and guidance in the upcoming SUPC Framework Agreement, it is clear that there is a drive towards improving the quality of metadata. But what does this mean practically for Libraries? With fewer resources and the changed nature of the workplace following Covid 19, how can libraries maximise the benefits brought about by Plan M and improve their workflows and metadata standards?

Join Charlene for a live Q&A on the UKSG booth on Tuesday at 12:55pm BST

Charlene King
Royal Holloway, University of London

With the JISC initiative to standardise metadata supply with Plan M and the potential inclusion of metadata standards and guidance in the upcoming SUPC Framework Agreement, it is clear that there is a drive towards improving the quality of metadata. But what does this mean practically for Libraries? With fewer resources and the changed nature of the workplace following Covid 19, how can libraries maximise the benefits brought about by Plan M and improve their workflows and metadata standards?


Breakout 23: The accidental publisher: the highs and lows of running an open journals service single-handedly

After a successful pilot using the Open Journals System (OJS) Liverpool John Moores University launched its open journals service, managed by Library Services. From small beginnings the service is growing and expanding into the sphere of academic journals. With the increasing pressure to publish and make work open access what role can a university open journals service play in supporting that goal?

This presentation will share my experience of setting up and managing an open journals service and how this has developed over time. It will talk about the practicalities of running such a service as well as highlight the positives and share lessons learned.

Join Cath for a live Q&A on the UKSG booth on Tuesday at 1:05pm BST

Cath Dishman
Liverpool John Moores University

Cath is the Open Access and Digital Scholarship Librarian at Liverpool John Moores University. She takes the lead for open access advocacy at LJMU and manages the institutional repository and open journals service. Cath has over 20 years’ experience in libraries in a range of roles from academic services, customer services, user support and most recently research support. Cath is also the Content Officer for CILIP's Library and Information Research Group (LIRG)


Breakout 24: Empowering universities and researchers: Two practical toolkits for New-University-Presses and Open Access Book Publishing.

The landscape is evolving rapidly for open access books. In 2020 continued effort took place to transition to open in order to create sustainable and meaningful change. As part of this work, two open access toolkits were developed -- one by the OAPEN Foundation and one by Jisc -- to offer practical support and guidance to the community. The OAPEN Open Access Books Toolkit aims to help authors better understand OA for books, increase trust in OA book publishing, provide reliable and easy-to-find answers to questions from authors. The Jisc open access toolkit aims to support New University Presses and library-led publishing. The toolkit includes advice and guidance on all aspects of the publications workflow.
The two toolkits are free-to-access and include articles, each written by an international group of experts. They have been developed in parallel in order to complement each other and to give relevant information and consistent information to their communities. These two toolkits offer individuals and organisations with practical guides, tools, expert information and answers to many questions - enabling their communities to thrive.

This session will give a presentation of the two toolkits and also touches upon the lessons we have learned since the launch of the toolkits, challenges we faced along the way, their impact and future plans.

Join the above speakers for a live Q&A on the UKSG booth on Tuesday at 1:15pm BST

Niels Stern
OAPEN & Co-Director DOAB

Niels Stern is director of OAPEN. He began his career in scholarly book publishing in 2003. Co-founder of the OAPEN project in 2008. Head of Publishing at the Nordic Council of Ministers in 2011. Since 2014 independent expert for the European Commission on open science and e-infrastructures. In 2017 Head of Department for Licence Management at the Royal Danish Library and chief negotiator for the national licence consortium in Denmark.

Graham Stone

Graham is Jisc’s subject matter expert for OA monographs. He is the lead for communications on OA monographs within Jisc and with members and stakeholders and is responsible for developing and managing strategic relationships in the UK and internationally. Before joining Jisc, he worked in the university sector for 23 years manging library resources budgets, OA services and a University Press. He is a Chartered Librarian, a Fellow of the Higher Education Academy and holds a professional doctorate for research on New University Press publishing. He is co-author of Techniques for Electronic Resource Management: TERMS and the Transition to Open.

Tom Mosterd

Tom Mosterd is the Community Manager for DOAB & OAPEN. His primary focus is on working with the growing library community on further improving and developing OAPEN and its services, connecting these with the needs of the library community. Next to this, Tom is one of three coordinators of the Open Access Books Network - an open network for anyone interested in open access books - organising events, creating resources, advocating for open access books and building a thriving community around open access books.


Breakout 25: Open Access

Open Access books are becoming an increasingly significant part of the Open Research landscape. Drawing on perspectives from a range of stakeholders, this session explores both the challenges and the opportunities for OA books - including discoverability, data, cataloguing, funding, and more. Delving into the future of Open Access books, we will be offering some ideas and discussion about what the future holds for OA books. And, with a focus on OA scholarly research monographs, this session will cover the (recent) past, present, and future for this exciting, and fast-moving Open Access format.

Join the above speakers for a live Q&A on the UKSG booth on Tuesday at 1:25pm BST

Hans De Jonge
Dutch Research Council
Cathy McAteer
The University of Exeter
Fiona Greig
University of Winchester
Lelia Moore
Taylor & Francis

Leila Moore is Director of Open Access Policy at Wiley, where she is responsible for the development of Wiley’s open access policies. Leila has been working in academic publishing since 2007 with experience spanning across university presses and larger academic publishers.
Leila is a member of the Research4Life Capacity Development Committee and the STM Policy and Advocacy Committee and she has a keen interest in increasing awareness of the benefits of open research and exploring new ideas and solutions for making open research as equitable and sustainable as possible.


Breakout 26: Next Generation OA-analytics: A partnership case study

A critical component in the development of sustainable funding models for OA is the ability to communicate impact in ways that are meaningful to a diverse range of internal and external stakeholders, including institutional partners, funders, and authors. While traditional paywall publishers can take advantage of industry standard COUNTER reports to communicate usage to subscribing libraries, no similar standard exists for OA content. Instead, many organizations are stuck with proxy metrics like sessions and page views that struggle to discriminate between robotic access and genuine engagement.

This session presents the results of an innovative project that builds on existing COUNTER metrics to develop more flexible reporting. Reporting goals include surfacing 3rd party engagement with OA content, the use of graphical report formats to improve accessibility, the ability to assemble custom data dashboards, and configurations that support the variant needs of diverse stakeholders. We’ll be sharing our understanding of who the stakeholders are, their differing needs for analytics, feedback on the reports shared, and lessons learned and areas for future research in this evolving area.

Join the above speakers for a live Q&A on the UKSG booth on Tuesday at 4:00pm BST

Sara Rouhi
Director, Strategic Partnerships PLOS

Sara is responsible for developing PLOS' new business growth strategy by identifying and developing new business and partner opportunities focusing on libraries, institutions, societies, other publisher and service providers, and other geographies and sectors currently unexplored by PLOS.

A member of the PLOS leadership team, Sara has led the effort to build out PLOS' partnerships with institutions globally, including launching PLOS first non-APC-based business models in 2020: Flat Fees and PLOS Community Action Publishing (CAP). The doubling of PLOS international customer base in less than year was the result of extensive consultation with libraries and consortia to understand their needs and challenges during and post-COVID as well as their expectations for transparency and collaboration.

In May 2021, Sara's team launched PLOS' newest model, PLOS Global Equity, to experiment with new approaches to addressing geographic inequity for three new PLOS titles, and in September 2021, PLOS co-won the ALPSP Innovation in Publishing award for the PLOS Community Action Publishing effort.

In addition to leading of the Partnerships team and collaborating cross functionally on the PLOS leadership team, she is active industry-wide as a member of the SSP Board of Directors and consults for the SPA-OPS work from Plan S and COUNTER and their work around native OA usage status.

Tim Lloyd

Tim specializes in Identity, Access, and Analytics for online resources. He is CEO of LibLynx, a company providing cloud-based solutions to publishers, service providers and libraries to help them manage identity and access to online resources, and to better understand usage of those resources. Tim is also a member of the governance and outreach committees for the Coalition for Seamless Access, and Project COUNTER’s Open Access/Unpaywalled sub-group. He previously spent over a decade in a variety of product development and operational roles in publishing.


Breakout 27: Smoothing the Path: An Examination of Managing Author Workflow in the OA transition

The move towards a fully OA environment has moved from a theoretical conversation, to one with a deadline that those of us across Europe in particular saw at the beginning of 2021. Being faced with that deadline, the conversations about a sustainable delivery of OA have had to move from those theoretical one’s focuses on challenges, opportunities and areas of development from the macro industry perspective, and now focus on the practical implications and the impact that these changes have and will continue to have on the workflows of those who are implementing the move to OA.

This session will therefore seek to focus on the details and explore what a transformative deal, one route of moving us towards a fully sustainable and engaged OA environment, looks like from the user workflow point of view. It will examine author workflow, with viewpoints from a publishing, librarian and solutions perspective. It will address topics such as author uptake and what can be done to support and increase this, work through case study examples of implementation and sustainable engagement going forward— addressing such questions as “can we standardize transformative publishing deals?”

The goal is to make the panel interactive by asking questions of the audience as well as the panellists; therefore, getting multiple perspectives on a topic. The aim would be for participants to develop a clearer idea of the implications of transitioning to a fully OA environment, explore how to operationalize this, and see example models explored from the perspective of different stakeholder groups.

Join the above speakers for a live Q&A on the UKSG booth on Tuesday at 1:45pm BST

Veronika Spinka
Springer Nature

Veronika Spinka overseas the strategic development of OA operations at Springer Nature, including but not limited to the development of OA payment solutions and process for institutional and author payment. Having joined Springer in 2011, Veronika has helped develop the OA program having joined as OA coordinator and building her career up to Director across her 9 years with the company.
Veronika graduated in Media Publishing (BSc) from the Hochschulde der Medien (Stuttgart) and holds a Masters in Business Administration (MBA) – Finance.

Just De Leeuwe
Delft University of Technology

JUST DE LEEUWE graduated in Economic and Social History at the University of Amsterdam followed by a degree in Information Management at Erasmus University in Rotterdam. He worked for a number of years as an information professional. Today he is publishing advisor at the University Library of Delft University of Technology. For researchers he's the principal contact for their concerns on open access publishing. Just is appointed as the Dutch National Open Access Desk in the current OpenAIRE program. He is also a consultant for students, teachers and scientists on copyright issues, scientific integrity and plagiarism. As an historian he continues to publish articles and monographs publishes on urban history.

Lisa Hinchliffe
University of Illinois - Urbana

Lisa Janicke Hinchliffe is Professor/Coordinator for Information Literacy Services and Instruction in the University Library at the University of Illinois at Urbana-Champaign. She is also an affiliate faculty member in the University’s School of Information Sciences. For more info:


Breakout 28: The changing face of primary sources

Leading vendors, such as Gale and ProQuest have been increasing their output in the provision of digital primary sources for years and this is an area of increasing strategic importance for them. The advantages to them are obvious, but what does this strategy mean for libraries?

For libraries with UDCs, typical strategy has long been to focus on the ‘unique’ aspect of our unique and distinctive collections. With the growth in digital primary sources however, we now need to consider the connection of such primary sources with the broader, vendor led sources on offer to us.

Based on the experience at Maynooth University, this paper will consider the changing market and the challenges and opportunities it brings for libraries and our users. And there are clear opportunities, but it may require a cognitive shift in how we, as curators regard our special collections. Where we have shown a focus on the ‘unique’ aspect of our unique and distinctive collections, will we now need to consider the connection of such primary sources with the broader, vendor led corpus on offer to us. If so, how will be bring cognate material together, and what does this mean for our institutional collection ‘footprint’.

Join Hugh for a live Q&A on the UKSG booth on Tuesday at 12:45pm BST

Hugh Murphy
Maynooth University Library

Hugh’s current role involves leading the Collections and Content department, which takes responsibility for the development and curation of all library collections as well as associated process such as collection management.
He has worked previously in University College Dublin Library and in the National Library of Ireland as well as lecturing in Information and Library Studies in UCD and book history and archival studies in Maynooth University. He is currently pursuing doctoral studies in early 19th century history.
Hugh’s main professional interests lie in the areas of collection development, library buildings, and resource description and he has published and spoken nationally and internationally on these topics.


Breakout 29: “There are three people in this marriage”: Libraries, Researchers, Publishers, and the development of sustainable digital collections

Jisc’s members in the research community believe that digital archival collections (‘DACs’) are vital tools for research, deserving of parity with books and journals in the institution. Publishers spend much time and effort creating and distributing such DACs. Between the two, librarians value such collections but must acquire the best content they can and serve their scholars with limited budgets and competing demands.

Paola Marchionni and Stephen Brooks will present findings from a number of recent research activities, including surveys and roundtable discussions, to highlight some of the issues Jisc members have found around the development and acquisition of DACs and present some of the initiatives Jisc has put in place to address these.

Join the above speakers for a live Q&A on the UKSG booth on Tuesday at 1:35pm BST

Paola Marchionni

Paola Marchionni is Head of Product (Content and Discovery) at Jisc. She has strategic responsibility for services that deliver digital content and fostering the exploration of new product ideas based on Jisc members’ requirements. Paola’s expertise focuses on digital archival and special collections, their development, discovery, use and marketplace. Paola has been investigating new business models and partnerships, including with commercial publishers such as Wiley, to support sustainable digitisation of collections and lower barriers to access. Her role includes providing thought leadership and engaging with a wide range of stakeholders from the HE library and research community and GLAM sector.

Stephen Brooks

With a career beginning in the 1990s, creating SGML schemas for CD ROMs, Stephen Brooks has spent the last twenty years working in digital product management, creating and managing online collections and resources for the humanities research community around the world, and developing effective business strategies. He has led or contributed to projects as diverse as Historical Texts, The Vogue Digital Archive, Queen Victoria’s Journals, MusicID, Periodicals Archive Online and EEBO. His most recent project at Jisc has been the Open Community Collections collaboration with JSTOR.


Breakout 30:

Minding the gap: divining OA opportunities through data - Helen Dobson, Jisc, Sara Rouhi, PLOS, Heidi Becker, Dimensions

In 2015 Jisc outlined the importance of funder metadata to support compliance checks and strengthen our negotiation position. This information is now a core requirement to supporting and evidencing a transition to OA but obtaining funder metadata remains a challenge. In this presentation representatives from three stakeholder groups will explain their experiences of addressing this data gap. This panel discussion will provide an update on sector progress since 2015 and how these developments can be applied more widely to resolve this ongoing issue within the next 5 years.

Metadata creation and distribution during the pandemic - Concetta La Spada

This year has been a tough one for the entire world, and in particular for the library community. Things have changed a lot on how services are managed and supplied. The Cambridge University Press has strived to work at its best for their customers and partners. This also in regard of metadata supply and distribution. This talk will show what it has been happening during this past year in terms of metadata creation, supply and distribution at the Cambridge University Press. We will show, new resources and how the Press adapted itself to the outside’s world changes.

Join the above speakers for a live Q&A on the UKSG booth on Tuesday at 4:10pm BST

Helen Dobson

Helen is a Licensing portfolio specialist for research content at Jisc. She leads a team working to deliver agreements that meet the requirements of UK universities, achieve savings and support the transition to open access. Helen’s background is in academic libraries and in previous roles she oversaw services providing Open Access and Research Data Management support and publishing advice.

Sara Rouhi
Director, Strategic Partnerships PLOS

Sara is responsible for developing PLOS' new business growth strategy by identifying and developing new business and partner opportunities focusing on libraries, institutions, societies, other publisher and service providers, and other geographies and sectors currently unexplored by PLOS.

A member of the PLOS leadership team, Sara has led the effort to build out PLOS' partnerships with institutions globally, including launching PLOS first non-APC-based business models in 2020: Flat Fees and PLOS Community Action Publishing (CAP). The doubling of PLOS international customer base in less than year was the result of extensive consultation with libraries and consortia to understand their needs and challenges during and post-COVID as well as their expectations for transparency and collaboration.

In May 2021, Sara's team launched PLOS' newest model, PLOS Global Equity, to experiment with new approaches to addressing geographic inequity for three new PLOS titles, and in September 2021, PLOS co-won the ALPSP Innovation in Publishing award for the PLOS Community Action Publishing effort.

In addition to leading of the Partnerships team and collaborating cross functionally on the PLOS leadership team, she is active industry-wide as a member of the SSP Board of Directors and consults for the SPA-OPS work from Plan S and COUNTER and their work around native OA usage status.

Heidi Becker
Digital Science

Heidi Becker is the Senior Product Specialist & Engagement Manager for Dimensions at Digital Science. Heidi came to Digital Science with an extensive background in non-profit and government organizations. Most recently, Heidi worked in the Planning and Evaluation department of a major science funder, spearheading the advancement of post-grant assessments as well as enhancing pre-award review of potential grantees through available new technologies, including Dimensions.

Concetta La Spada
Cambridge University Press


Breakout 31: Night Words: Obliteration and Social Media’s Ever-Evolving Cost-Benefit Calculus

Ill-advised sharing on social media often harms more than just the sharer. In obliterating the distinction between private and public experience, social media has not only removed barriers that once protected individuals from the consequences of expressing themselves in self-destructive ways, it has also removed barriers that used to protect society from the spread of destructive ideas. But social media also allows for the rapid and extensive dissemination of good and sometimes life-saving information, while providing a platform for individuals to influence family and friends by modelling responsible behaviour.

Here, in the context of the COVID-19 pandemic, we’ll analyse social media’s always complex and ever-evolving cost-benefit calculus.

Join Adam for a live Q&A on the UKSG booth on Tuesday at 16:20pm BST

Adam Blackwell


After many years at ProQuest, Adam recently moved to Newsbank. Before working in publishing, Adam taught literature and creative writing at the University of Utah, where he earned a PhD in English. He also has a BA in social anthropology and linguistics from Cambridge University (Caius).


Adam enjoys running, watching football, and making home movies. This year, for the first time in two decades (!), he wrote a play, which is part domestic drama and part ghost story.



Breakout 32: #Ebooksos scandal : the need for critical collection development

Following sharp increases at the beginning of the COVID-19 pandemic, academic ebooks are now commonly 300% - 2000% more expensive than hardcopy alternatives, with licences often restricted to single-use only. COVID-19 has shone a spotlight on the dysfunctional ebook market. Several publishers require libraries to subscribe to the publisher’s ebook packages via their, or a 3rd party’s, platform. Such packages offer questionable value, impact negatively on academic freedoms and jeopardize sustainable access to resources. We discuss the #ebooksos campaign, the library profession’s role in countering these issues and the long-term consequences if they are not addressed.

Join the above speakers for a live Q&A on the UKSG booth on Tuesday at 12:15pm BST

Cathal McCauley
Maynooth University

Cathal is University Librarian at Maynooth University (MU), Ireland. He previously worked in University College Dublin (UCD) Library. Prior to joining UCD, he worked for FGS (now Grant Thornton) as Director of Consulting. He is Vice President and Council Member of the Library Association of Ireland, a former Chair, of the Irish Universities Association (IUA) Librarians’ Group and current Treasurer of the Consortium of National and University Libraries in Ireland. He is the Director of the Irish University Libraries Collaboration Centre at MU which houses the IReL initiative. He represents the IUA on the European Universities Association ‘Big Deals’.

Yohanna Anderson
University of Gloucestershire

Johanna is a Subject Librarian for the School of Natural and Social Sciences at the University of Gloucestershire. Johanna is also an activist and advocate for libraries and has led various campaigns including Friends of Gloucestershire Libraries, Voices for the Library, a campaign to register students to vote in local and general elections and she recently launched a campaign calling on the UK government and the Competition and Markets Authority to investigate the academic ebook market. The ongoing campaign has received sector-wide support and media interest

Programme and Speakers


Introduction to Day 3


Publishing Open Access

ACS Publications recently completed a series of technical enhancements and changes to its integrated Open Access management workflow to improve the user experience for authors and administrators.

This presentation covers the key elements of the advancements made to the process in detail, from submission to approval, and from acceptance to publication, exploring the efforts to enable institutional affiliation standardization and the major changes to the Journal Publishing Agreement for ACS’s OA Read + Publish agreements.   This session will also provide a useful overview of the OA token management process for colleagues considering exploring a Read + Publish agreement with ACS.

Rhonda Lands
ACS Publications
Rhonda Lands is the Open Access/E-Commerce Operations Manager for American Chemical Society. She has been with ACS since July 2020 and brings over 20 years’ experience working in E-Commerce and IT Management roles with a focus on business partner relationships and customer service. Her team of two team members operationally manages 70 open access agreement profiles (and growing) across 20 countries for open access publishing in all American Chemical Society journals; a testament to the efficiency of the workflow and systems in place to handle open access growth.


IEEE Update for UKSG

This presentation will provide insight to IEEE's customer commitment in these challenging times as well as new directions in Open Access publishing and institutional partnerships.

Judy Brady

Judy H. Brady is the IEEE Area Manager for Europe with primary responsibility for IEEE’s Institutional customers. Judy has been with IEEE for more than 25 years and in the marketing and public relations field for more than 35 years working primarily for not-for-profit companies and in the STM area. In her time with IEEE Judy has been responsible for the marketing of education and training resources, IEEE books, and since 1997, IEEE’s online collections with an ever-increasing emphasis on open access publishing. She holds a BA in Journalism and Communications from Rutgers University, NJ, USA.


Case “Sales in Russia”

Comprehensive information about the work process between MA Group AG and international publishers on the Russian market. Representatives of Russian company and partner of MA Group AG in Russia, which is 100K20, will talk about the difficulties of entering the foreign market and ways to solve them, what are the pitfalls and how overcome them. He will show schematically how the sales system of international publishers’ resources works in Russia, and present the packages of services that are offered to publishers within the joint work.

Matthias Aicher
MA Group AG


The Future of Online Books at Oxford University Press

Oxford University Press is preparing for a major step in our online offering this year. This presentation explores the move of our major research books collections to the Oxford Academic platform, currently the home of our journals. With this move, Oxford Academic will become the home of academic research from OUP.

Tanya Laplante
Oxford University Press

Tanya Laplante is Senior Product Manager – Platform at Oxford University Press. Working closely with UX, marketing, sales and other key stakeholders, she oversees strategic development roadmaps informed by market research, customer and user feedback, usage statistics, and competitor analysis. She is dedicated to delivering innovative platforms with capabilities and features that highlight and promote Oxford University Press’s first-class publishing while meeting the needs of users, customers, and partners.


It's 2021 - where are all the robots?

Where are all the robots? A brief survey of robotics: current and future.

Michael M. Lee
Editor, Science Robotics
Dr Michael M. Lee
Editor, Science Robotics (American Association for the Advancement of Science/AAAS),

Michael Lee is the Editor of Science Robotics. Prior to joining Science Robotics, Michael was a co-founding editor of Nature Electronics. He started his editorial career at Nature Communications as an associate editor handling applied physics and engineering research. Before becoming an editor Michael conducted research at the Paul Scherrer Institute and University of Oxford.


Primary source literacy: Tools for empowering students with critical thinking skills

Introducing Research Methods Primary Sources

Ellie Davey Corrigan
Adam Matthew Digital

Senior Development Editor


Advantage User Interface Evolution

Dan Heffernan
Dan Heffernan is Vice President & Chief Product Manager at AdvantageCS – an Ann Arbor, Michigan-based company serving the publishing and membership association industries since 1979. Dan is responsible for sales, marketing, and product direction at this software and services company. Dan served as co-chair of the International Committee on EDI Standards (EDItEUR). With a global portfolio of clients, AdvantageCS provides solutions to publishers of both digital and print journals, books, magazines, newspapers, newsletters, as well as digital-only content.


Library hub Cataloguing service

An overview of the relaunched Library Hub Cataloguing service, its benefits, utitlites, and how to access the service.

Bethan Ruddock

Bethan works for Jisc, as part of the Library Hub and NBK team. She has particualr interest in bibliographic metdata.


Annual Reviews - Subscribe to Open developments

Brief overview of Annual Reviews, including progress with Subscribe to Open (S2O)

Mark Greene
Annual Reviews


How Simplifying a Site's User Registration and Login Delivers More 'Known' Visitors

Overview of CONNECT, a free Identity Management Service for the industry that's designed to reduce anonymous site traffic and make users more inclined to engage with publishers and societies, for a stronger and more valuable scholarly community.

eleni lialiamou
VP, Product Management Atypon


Accessibility and Complex Digital Resources

Bloomsbury publishes a suite of digital resources including Drama Online, Bloomsbury Fashion Central, Human Kinetics Library and Screen Studies which are remarkable for their diversity of content types. Encyclopedias and book chapters are combined with play texts, image collections, video, audio and interactive tools to form immersive subject-based resources. This range of content types presents challenges for ensuring accessibility compliance beyond those required for standard eBook or journal platforms. I will outline the recent work we have done to ensure our platforms are accessible to all kinds of users, and the challenges we have identified in our future roadmap.

Matt Kibble
Bloomsbury Digital Resources

Matt Kibble is Director of Product Management for Gale’s academic databases, with responsibility for Gale Research Complete, the OneFile suite of aggregated periodical databases, specialist resources in Literature and Business Studies, and for areas such as Discovery and Usage. He has been working in this field for more than 20 years, primarily in specialist Arts and Humanities resources: prior to Gale, he helped set up and manage the Bloomsbury Digital Resources division, and before that managed Arts and Literature databases and historical archives at ProQuest.


Digital Textbooks – A Brief History of the Higher Education from Cambridge University Press (HE) Website

Join us for a short presentation about the development of the Higher Education from Cambridge University Press (HE) Website, an update about useful features and functionality developed since launch in August 2020, development of Cambridge Spiral our offline reading app, the steps we’re taking to ensure content is accessible to all, and how we’re planning to develop the website in months to come.

Kerr Alexander
Cambridge University Press

Kerr Alexander is the Library Marketing Manager for the Americas and EMEA at Cambridge University Press. Following a 6 year stint in the IT industry he joined the Press in 2014 as a Marketing Executive for Area Studies and Performance Studies journals. In 2017 he moved to the Library Marketing team, quickly discovering a passion for helping libraries meet the demands of modern teaching and learning environments.


Get Up to Speed and Stay Up to Date: user responses to discovery via diverse content in ScienceDirect

This is a brief presentation of user reactions via surveys, case study, and usage patterns to the integration of book and reference content with journal and other serial content on ScienceDirect in the form of Topic Pages.

Gwen Evans

Gwen Evans is VP of Global Library Relations at Elsevier. Previously, Gwen spent seven years as Executive Director of the state agency/library consortium OhioLINK. She held the position of Associate Professor and the Coordinator of Library Information Technologies at Bowling Green State University until 2012. She has extensive experience with all types of academic libraries including consortia. Her recent publications include an Ithaka S+R issue brief co-authored with Roger Schonfeld, It’s Not What Libraries Hold; It’s Who Libraries Serve: Seeking a User-Centered Future for Academic Libraries” and “Creating Diversity in Libraries: Management Perspectives” in Library Leadership & Management with Mihoko Hosoi and Nancy S. Kirkpatrick.



Introducing EBSCO Academy

In this video we will present EBSCO Academy, our one-stop learning portal in EBSCO Connect.
It is designed to help our customers increase their knowledge about EBSCO’s products and services.
EBSCO Academy gives you access to:
• eLearning paths - register for an EBSCO Connect account and design your own curriculum, personalized for you.
• Instructor-led courses - join our Customer Training team as they walk you through learning more about our products and services with live and on-demand courses.
• Recorded videos - engage on your own time and at your own speed with our short instructional videos.

Níall McMahon
EBSCO Information Services

Níall McMahon is the Senior Training Manager for the Nordics region. He is responsible for meeting the training needs of all customers in Denmark, Estonia, Finland, Iceland, Norway and Sweden. Originally from Dublin in Ireland, Níall moved to Sweden in 2014 and began working for EBSCO as a Training Specialist in January 2015. Níall works remotely from his apartment in central Stockholm but is a regular visitor to his homeland in Ireland.


Using Digital Tools to Bring Archives into the Classroom

Chris Houghton from Gale, A Cengage Company will be showing how Gale have developed Gale Digital Scholar Lab to meet the needs of teachers who want to bring archives and digital analysis into their classrooms.

Chris Houghton
Gale, A Cengage Company

Chris Houghton is Head of Digital Scholarship for Gale. Pre-lockdown, he could frequently be found working with academics and libraries around the world to make Gale Digital Scholar Lab a product that meets the needs of a global audience. He is eagerly anticipating being able to do that again in person.


Uncomfortable Questions about Open Access

Open Access/Open Science has become integral to the Karger strategy as we help stakeholders with their OA ambitions and strive toward a sustainable OA transition. But the industry’s transformation to more openness faces obstacles. We examine some of these challenging hurdles - and some potential solutions

Beth Bayley
Karger Publishers

Open Science Manager at Karger Publishers


Séverine Maes
Karger Publishers

Regional Manager Northern Europe


Build a library that works for every researcher…even in times of uncertainty

Academic libraries are facing tough choices. You’re not only required to do more with less – less budget, time and resources – you’re also managing the constantly changing demands of faculty, students and researchers in a very uncertain environment. As the necessity for online resources soars in support of remote learning, academic libraries are under pressure. That’s why many are finding renewed value in multi-format, multi-disciplinary subscriptions.

Find out how you can work with ProQuest to maximize your budget and drive better research, teaching and learning outcomes, even while facing an uncertain future.

Mark Ayling
Mark is a Lead Product Marketing Manager responsible for some of ProQuest’s most used and well known research databases. After graduating in Business Administration he now has over 15 years in the academic publishing and education technology industries. Outside of work he is mostly kept occupied by his two young children, making music, and riding bikes around the winding roads and muddy tracks of Cambridgeshire.


How Does SAGE Support Today's Libraries?

SAGE Publishing sponsorship presentation: an overview of how we can help and can offer our library partners during these strange times, as well as what makes us different as a publisher.

Karen Philips
SAGE Publishing
Karen joined SAGE Publishing in 1984 and has held several roles in marketing and editorial in over 30 years. Karen became Senior Vice President of Global Learning Resources in June 2016, consolidating her position as SAGE’s global strategic lead for new digital resources for learning in Higher Education. Karen has been the architect of SAGE’s innovative strand of digital products for the global academic library market. She has worked the strategy that delivered exciting new digital products such as SAGE Research Methods, SAGE Knowledge, SAGE Video and also led to the acquisition in 2012 of Adam Matthew, a digital archive publisher much loved by the global library community and academics alike. Through these new library products, Karen has been central to the creation of a new class of digital publishing at SAGE.


Publishing in the Pandemic

The dissemination of, and access to research has never been more vital. During the COVID-19 pandemic, we have seen significant growth in the submission and readership of content.

As a responsible publisher, we continue to adapt and accelerate our publishing output to ensure the latest research, evidence and data is as discoverable as possible. 

This poster session explores what this looked like in the UK, and within a global context.

Catherine John
Springer Nature

Catherine joined Springer Nature in September 2017 as Account Development Manager for the UK and Ireland. In her role she actively engages with customers to build and sustain relationships with the librarian community by offering support and activities to maximize return on investment and visibility of content. She organises onsite events and trainings, author workshops and usage analysis reports.
Catherine's focus is on community and library engagement which includes regional meetings, as well as industry conferences, to build community and gather feedback.


Challenging thinking in book publishing

At Taylor & Francis, we want an open and equitable research communications ecosystem which protects, amplifies, and democratizes trusted knowledge. We believe open research is the most efficient and impactful way to advance research and share knowledge that enriches lives. In order to achieve this vision, we are challenging thinking about publishing and exploring how it might work differently. In this presentation we present two recently launched initiatives that really shift the boundaries of book publishing: Open Books Data Sharing Policy and Open Plus Books.

Anna Clarkson
Taylor & Francis
Anna Clarkson is Editorial Director for Routledge's book publishing in the Behavioral Sciences & Education, and for the Content, eResources & Development team. She has experience in schoolbook and trade publishing, but most of her career has been spent in academic and professional publishing at Taylor & Francis. She leads and manages a global team based in the US, the UK, Singapore, and Australia. From 2016-2018 she worked on assignment to Taylor & Francis New York office.


Showcasing industry-leading analytics tools from VitalSource to demonstrate the impact of eTextbooks on Learning Outcomes in Higher Education

Discover how learning analytics can predict and boost outcomes through early intervention and improved learning behaviour.

Digital transformation is expensive and pressure to demonstrate a return on investment is higher than ever. Through case studies and research we demonstrate how universities are leveraging the learning data from their digital programmes to add value through a) student intervention strategies and b) effective learning behaviour.

We explore:-
- how engagement with digital course materials can impact on student success
- the value provided by eBook analytics in providing specific diagnostics on students’ performance
- how these diagnostics can drive effective learning behaviour

Philip Rees
As Head of Academic Partnerships, I work with HE institutions, institutional libraries and with publishing partners across the UK & Ireland on the curation and configuration of eBook and courseware content. VitalSource Bookshelf is the world's leading platform for distributing and accessing content and makes it easy for HE institutions to deliver accessible, affordable, impactful learning.


Wiley Digital Archives

Following on from the UKSG webinar, The importance and use of digital primary sources in teaching and research, an overview of the Wiley Digital Archive programme and platform.

Peter Foster
Peter holds an MA in History, and after a brief diversion in cartographic publishing has spent the last 20 years working in academic publishing with research libraries in the UK, Europe and further afield, primarily on digital archives. Formerly European manager at Gale, Peter joined Wiley early in 2019 and when not in the Scottish hills and moors, enjoys discovering something new in an old library collection.


British Library On Demand

A brief over view of how the British Library and the On Demand service have worked throughout the Covid pandemic and a glimpse at the Library's future plans and an opportunity for more collaborative work.

Samantha Tillett
The British Library
Sam Tillett is the Head of Business Development, Information Services at the British Library and has worked at the British Library since 1989. She worked in document supply for many years, starting in the stacks, worked briefly as a cataloguer of grey literature, and then worked in customer services and sales. She then went on to help set up UKRR. Sam has continued to work with the Document Supply Service alongside other responsibilities at the Library, working with key customers and partners to develop the On Demand service we see today. In her spare time she enjoys walking in the countryside with her husband and dog, music and supporting Leeds United.


Round up and Close of Conference

Andrew Barker
Lancaster University

Andrew Barker has been Director of Library Services & Learning Development at Lancaster University since September 2019. Prior to that he held a number of senior roles within diverse university libraries, including the University of Liverpool and Liverpool John Moores University. Andrew was Chair of UKSG between 2018 and 2022, and has been Vice-Chair of SCONUL since December 2021.

14:00 - 15:00


Take a final opportunity to visit the online interactive exhibition, speak to directly to our exhibitors.  Exhibitors will be here to answer your questions following Wednesday's programme of presentations. 


January 27 2021 - 00:00 - April 09 2021 - 12:00

£ 125.00 + £ 25.00 VAT

Library Member Individual Delegate Fee

£ 150.00 + £ 30.00 VAT

Library Non-Member Individual Delegate Fee

£ 275.00 + £ 55.00 VAT

Library Member Group Delegate Fee (4 places)

£ 190.00 + £ 38.00 VAT

Commercial Member Individual Delegate Fee

£ 210.00 + £ 42.00 VAT

Commercial Non Member Individual Delegate Fee


For any queries 

General queries - 

Sponsorship queries - Chelsea at Content Online for more information - email: or phone on: +44 (0) 7867 411 221.

Exhibition queries - Karina Hunt at KHEC - 


The closing date for cancellations is Friday 12th March, after which date cancellations will not be eligible for a refund.  Cancellation should be sent into writing to

The UKSG code of conduct can be found here and UKSG terms and conditions here


NB: UKSG reserves the right to alter or vary the programme due to events or circumstances beyond its reasonable control without being obliged to refund monies.

Share this Event

Please help us by letting your colleagues and friends know about our event. Thank you.