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Resources

On this page, the Project Transform2Open provides materials that are helpful for the open access transformation.

 

Recommendations for the design of institutional publication cost monitoring

The recommendations (in German) for the design of institutional publication cost monitoring are aimed at university and institution management and offer a sound introduction to the concept of the information budget with a special focus on the costs of academic publishing. The handout provides practical recommendations for the development of effective publication cost monitoring and the introduction of an information budget, thus supporting the individual strategic orientation of the academic institution in an increasingly open and dynamic publication landscape.

[in German] Schön, M., & Mittermaier, B. (2025). Empfehlungen zur Gestaltung des institutionellen Publikationskostenmonitorings. Zenodo. https://doi.org/10.5281/zenodo.14748772

Workflow Optimization - A Handout for Efficient Open Access Processes

This handout supports practitioners seeking to design more effective and efficient open access workflows. It draws on findings from the DFG-funded project Transform2Open, summarizing insights from a literature review and expert interviews. Based on these, it offers concrete recommendations to further develop and optimize existing processes.

Shelly, J., & Höhnow, T. (2025). Workflow Optimization: A Handout for Efficient Open Access Processes. Zenodo. https://doi.org/10.5281/zenodo.15348434

Modular Reference Model for the Informationbudget

The DFG-funded project Transform2Open has been addressing this question in a variety of participatory formats. The published “Modulare Referenzmodell für das Informationsbudget” describes the framework conditions and success factors for Informationbudgets; the model can be used both as a checklist to identify relevant cost elements and as a tool for initial cost recording. It enables research institutions to assess the state of development of their information budget and to develop it in a targeted manner.

The report and the Excel resource are available for download here:
Meistring, M., Ferguson, L. M., Pampel, H., Vleugel, M. (2025): Modulares Referenzmodell für das Informationsbudget. Zenodo. https://doi.org/10.5281/zenodo.13828013

Recommendations for Transformative Journal Agreements with Providers of Publishing Services (DE / EN / FR)

Trilingual preparation of the "Recommendations for Transformative Journal Agreements with Providers of Publishing Services" by Heinz Pampel, Roland Bertelmann, Kristine Hillenkötter, Bernhard Mittermaier, Dirk Pieper, Hildegard Schäffler, Stefanie Seeh and Marco Tullney.

Meistring, M., Ferguson, L. M., & Pampel, H. (2024). Stakeholder-Workshop: Empfehlungen für transformative Zeitschriftenverträge mit Publikationsdienstleistern. Aufbereitung und Zusammenfassung der Ergebnisse (1.0). Zenodo. https://doi.org/10.5281/zenodo.13832223

Meistring, M., Ferguson, L. M., & Pampel, H. (2024). Stakeholder-Workshop: Empfehlungen für transformative Zeitschriftenverträge mit Publikationsdienstleistern. Tabellarische Aufbereitung der Ergebnisse (1.0). Zenodo. https://doi.org/10.5281/zenodo.13832178