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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

To register for the conference please visit our online delegate registration form.  Please scroll down to see the full programme.

We are aiming to ensure the widest possible participation in the conference and have a number of sponsored places and UKSG bursaries available.

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

Sponsorship & Advertising

For information about sponsoring the conference, please see the details here.


The Exhibition is now open for bookings - please see here for details!

Social Media

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


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 

Note: All presentations will be recorded and available to watch on demand to registrants. 

2021 John Merriman joint NASIG/UKSG award

The UK award is again supported by the generous sponsorship of Taylor & Francis Group and 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.

From a previous winner:  "It was a pleasure and a privilege to win the Merriman award. As someone relatively new to research support, but with a strong commitment to scholarly communications and open research more generally, it was fantastic to experience both the UKSG and NASIG conferences and learn first-hand about developments, achievements and share with others at institutions from North America, Europe and beyond. I was able to network, socialise and learn from so many people in a concentrated period of time-and it has led onto connections and collaborations, too!"


Apply here: 

Bursaries for #UKSG2021

For many and varied reasons, certain communities and voices in the information community continue to be under-represented at our Annual Conference and we are working hard to improve this for #UKSG2021.   More details of these can be found here

Our thanks to Adam Matthew Digital, Cell Press, Cambridge University Press and Wiley for their generous support! (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 2021 new


OUP Logo 2021
rsc logo 2020 /academic/online 


Silver Sponsors:


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

More details to follow.  

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 has been Chair of UKSG since 2018, and is a member of SCONUL’s Executive Board.


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

Collette Fagan
University of Manchester


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

After two decades in scholarly publishing Tasha is now an independent publishing consultant. Having worked across the industry she has a deep appreciation for the changing pressures on publishers, funders, researchers and research institutions and uses that to partner with publishers to develop data-driven business models that will allow them to achieve a sustainable transition to open access.
Believing that we must take responsibility for the changes we wish to see, Tasha is an active participant in the scholarly publishing community as a member of the COUNTER Executive Committee, and regularly volunteers time to Jisc, UKSG, ALPSP, and other industry bodies.


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
  •  Tasha Mellins-Cohen, Mellins-Cohen Consulting
  •  Ian Moss, STM



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


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

Join our breakout speakers for a live question and answer session


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 



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 will be available shortly)


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


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

Helen is the Electronic Resources Manager at the University of Salford, Her interests include facilitating access to e-resources, usage statistics and development opportunities for new professionals. She is one of the co-founders of NLPN (, a network for new and aspiring library professionals.


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.

Kath 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?

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.



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. 
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.

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 .

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 has been Chair of UKSG since 2018, and is a member of SCONUL’s Executive Board.

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.

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.

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.

Ken Chad
Ken Chad Consulting ltd

Ken spent over 20 years in the library software business before setting up his consulting business in 2007. His customers include a wide range of academic, health, research, college, public, corporate and national libraries in the UK and throughout the world. Ken's consulting activities include work on strategy, innovation, user experience and the review of services and library technology infrastructure. He has worked for businesses, academic institutions, local authorities, government and sector bodies such as Jisc. Health Education England/NHS, and SCONUL. Ken has published and presented widely on the strategic impact of technology-driven change, and library technology.

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.

Liam Bullingham
Edge Hill University

Liam manages the Research Support Team at Edge Hill University, and is based in Library and Learning Services. He advises researchers on scholarly communications, helps develop the University's research culture in partnership with the Research Office, and leads on the library's researcher training offer.


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.

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 founder and director of Research Consulting, a mission-driven business which works to improve the effectiveness and impact of research and scholarly communication. Rob began his career as a consultant with KPMG, the international professional services firm, and spent four years as Head of Research Operations at the University of Nottingham, UK. He has led more than 100 projects in the field of scholarly communication, serving universities, funders, publishers, vendors and software suppliers. Rob is the lead author of the 2018 STM Report and a regular commentator on the development of open access and its impact on academic publishing.


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.

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


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
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


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.

Elizabeth Gadd
Loughborough University

Elizabeth (Lizzie) Gadd is a scholarly communications specialist working as a Research Policy Manager (Publications) at Loughborough University, UK. She chairs the INORMS Research Evaluation Working Group, the ARMA Research Evaluation SIG and the LIS-Bibliometrics Forum. She founded The Bibliomagician Blog & was the recipient of the 2020 INORMS Award for Excellence in Research Management Leadership.



Breakout 15: Librarian attitudes to Subscribe to Open (#16)


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.

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

More details to follow 

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 has over 25 years in publishing and related service sectors. Early she held positions at Elsevier and Swets, including in publisher relations and as business partner to the ALJC. From 2007–2012 she led the on-boarding of society publishing partners at Springer and was a co-founder of the TRANSFER Code of Practice. After running the Dutch business unit for three years as Managing Director, she returned to the international research group of Springer Nature in 2015. In 2018 she started her own consultancy business and as of 2021 she is Executive Director for the new Stichting 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 has been Associate University Librarian for Publishing at University of Michigan since 2014. He is also the Director of University of Michigan Press. These dual roles mean that he is interested in open access books from multiple supply chain angles. Charles has also been involved in several broader industry initiatives around OA books, include the TOME initiative in the US and Knowledge Unlatched in the UK. He has served on the boards of directors of the Association of University Presses and the Society for Scholarly Publishing, and was one of the initiators of the Library Publishing Coalition.


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 coordinates the global Open Access 2020 and ESAC Initiatives, which are hosted by the Max Planck Digital Library (Munich, Germany). She strategizes with all stakeholders in the scholarly communication chain on methods to repurpose subscription funds to support open access publishing and leads community efforts aimed at driving the continuous evolution of transformative agreements toward the goal of an open, equitable and efficient scholarly publishing system. She has also been a very proud member of the UKSG Board of Trustees!




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

Join our breakout speakers for a live question and answer session


Social Activity:

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 will be available shortly)


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.

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


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.

Please submit your questions to the panel through this online form 


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
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.

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.

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.


Tamir Borensztajn
Vice President SaaS Strategy EBSCO Information Services

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?

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.

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. 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 currently working with academic staff and research managers to ensure compliance with the HEFCE open access policy for the next REF.  Feb 19


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.


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.


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.

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


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.


Sara Rouhi
Director, Strategic Partnerships PLOS

Sara Rouhi is the Director of Strategic Partnerships at PLOS focusing on developing new business models for sustainable, inclusive open access publishing. In 2020 she launched PLOS first collective action business model for highly selective publishing, PLOS Community Action Publishing, and has solicited over 50 partners from across the globe including consortia like the Big Ten Academic Alliance, Jisc, and CRKN. Her partnerships work focuses on collaborating with mission-aligned organizations to further PLOS’ open science mission. Before coming to PLOS in 2019, Sara managed business development at Digital Science for both the Altmetric and Dimensions platforms. She is involved in various volunteer and thought leadership capacities with ALPSP’s North American Steering Committee, SPA-OPS (Plan S), C4DISC and other industry associations. She was the recipient of the SSP's Emerging Leader award in 2015 and writes and speaks frequently on open access and diversity in scholarly communications. She's a comedian and improviser in Washington DC and tweets all things politics, open science, improv, and #scholcomm on Twitter @RouhiRoo.


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.

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’.


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.

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

Helen Dobson

Helen is the Licensing portfolio specialist for research content at Jisc. She leads a team working to deliver agreements that meet the requirements of UK HE, achieve savings and support research funder policy objectives. 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 Rouhi is the Director of Strategic Partnerships at PLOS focusing on developing new business models for sustainable, inclusive open access publishing. In 2020 she launched PLOS first collective action business model for highly selective publishing, PLOS Community Action Publishing, and has solicited over 50 partners from across the globe including consortia like the Big Ten Academic Alliance, Jisc, and CRKN. Her partnerships work focuses on collaborating with mission-aligned organizations to further PLOS’ open science mission. Before coming to PLOS in 2019, Sara managed business development at Digital Science for both the Altmetric and Dimensions platforms. She is involved in various volunteer and thought leadership capacities with ALPSP’s North American Steering Committee, SPA-OPS (Plan S), C4DISC and other industry associations. She was the recipient of the SSP's Emerging Leader award in 2015 and writes and speaks frequently on open access and diversity in scholarly communications. She's a comedian and improviser in Washington DC and tweets all things politics, open science, improv, and #scholcomm on Twitter @RouhiRoo.

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.

Adam Blackwell

Adam has been at ProQuest for 17 years. He now works on the platform team. Occasionally, he gets to draw on his academic background and do things like present at UKSG and, last year, write the scripts for a series of animated films explaining COVID-19 for educators and students.

Before ProQuest, 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 lives in Ann Arbor, Michigan with his wife and three children.



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.

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’.

Johanna 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


Sponsor/Technical Sessions


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 has been Chair of UKSG since 2018, and is a member of SCONUL’s Executive Board.

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 - March 31 2021 - 00:00

£ 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.

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