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Open and Sustainable Scholarly Communication at Oregon State University

Introducing Sustainable Scholarship at OSU

Principles Guiding Negotiations with Journal Vendors at Oregon State University

Authorized Users

Authorized users include all current students, faculty, and staff of Oregon State University. Authorized users must be defined by their affiliation with the University regardless of their geographic location or campus. As a public, land grant institution with a broad mandate to serve the State of Oregon, “authorized users” also include any other library users accessing OSU’s collections onsite. 

Open Access

No author will be required to waive any institutional or funder open access policy to publish in any of the publisher’s journals. If the publisher has the technical ability to do so, they will directly deposit scholarly articles into Oregon State University’s ScholarsArchive@OSU repository immediately upon publication.  If they do not have the ability to directly deposit articles, they will provide tools or mechanisms that facilitate immediate deposit. 

Author’s Rights

OSU authors will not be required to relinquish any rights that would keep them from complying with OSU’s Open Access policy.  OSU authors will retain at least the right to grant to OSU a non-exclusive right to preserve the green Open Access version of their scholarly articles, and to make them available for the purpose of open dissemination.

Preservation and Accessibility

Publishers will ensure the long-term digital preservation and accessibility of their content through participation in trusted digital archives. All archival resources provided by publishers must meet or exceed accessibility standards defined by the Web Accessibility Initiative Web Content Accessibility Guidelines.


OSULP will pay a fair and sustainable price to publishers for value-added services, based on transparent and cost-based pricing models. Publishers will not require non-disclosure agreements, confidentiality clauses, or any other methods that prevent OSULP from sharing the terms and conditions in our agreements including, but not limited to, pricing details.

User Data

Publishers should make usage data available on-demand to library staff. Usage data should be COUNTER compliant and adhere to the most recent COUNTER Code of Practice. Usage data should be made available on-demand via a web-based portal and accessible via SUSHI.

Confidentiality of user data generated by their use of licensed materials must be maintained. Usage data must not be disclosed or sold to any third party without prior consent. 

Research Support

Any publisher that has the technological ability to provide computational access to researchers wanting to text- or data-mine licensed content will do so as a standard part of all contracts.

Sharing and Fair Use

Publisher licenses must not include clauses that try to limit Fair Use provisions of the United States and international law. Agreements should allow for the printing, downloading and copying activities that are inherent in scholarly work including, but not limited to, linking to resources in course management systems, and scholarly sharing of reasonable amounts of content with third party colleagues. Licenses must allow authorized users to incorporate reasonable portions of licensed content in print and electronic course packs, electronic reserve collections, or other educational materials.

OSULP must be able to use electronic resources for the purpose of fulfilling interlibrary loan requests in accordance with the Interlibrary Loan Provision of sections 107 and 108 of the US Copyright Act.

Notes and Background

  1. To establish the principles, we used the MIT Framework for Publisher Contracts as a starting point. The MIT Framework has been widely endorsed across the US.  We have used similar guidelines from the University of Washington and the University of Pittsburgh, as well as a Best Practices document created by the Orbis Cascade Alliance (of which OSULP is a member) to develop additional language.
  2. We added three additional principles of particular importance to OSU and OSULP:
    1.  Fair use and sharing: When we license content, our researchers must be able to use that content in their research and teaching.  And OSULP must be able to participate in the sharing networks that are essential for any academic library to function.
    2. Authorized users:  As a publicly supported, land-grant institution, OSU has an obligation to serve the state of Oregon broadly, and our licenses must reflect this mission.
    3. Privacy and user data:  Increasingly corporate publishers are collecting and selling user data.  It is a core value of libraries that user data is only kept or shared to the extent that it must be for our products and systems to function. We need to place limits on how our outside vendors can use the data generated when researchers access licensed content.
  3. There are several examples of faculty senate resolutions expressing support in specific negotiations (e.g. Texas A&M, and SUNY). For examples of similar faculty senate resolutions, see Sustainable Scholarship at the University of Washington