Generated by All in One SEO Pro v4.9.10, this is an llms.txt file, used by LLMs to index the site. # Clarke & Esposito We help mission-driven organizations thrive ## Sitemaps - [XML Sitemap](https://www.ce-strategy.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Perspectives](https://www.ce-strategy.com/perspectives/) - The Clarke & Esposito blog, featuring perspectives on STM and scholarly publishing and research communication - [Market Consolidation and the Demise of the Independently Publishing Research Society](https://www.ce-strategy.com/2021/12/market-consolidation-and-the-demise-of-the-independently-publishing-research-society/) - The last few years have been a period of rapid market consolidation in scholarly publishing. - [Quantifying Consolidation in the Scholarly Journals Market](https://www.ce-strategy.com/2024/02/quantifying-consolidation-in-the-scholarly-journals-market/) - Historical analysis of bibliometric trends shows significant scholarly publishing market consolidation that has taken off in the last few years. - [Elevating Your Author Experience, One Message at a Time](https://www.ce-strategy.com/2025/08/elevating-your-author-experience-one-message-at-a-time/) - Every message, from submission invitations to post-publication follow-up, is a brand moment that shapes the author experience. - [Seasonal Campaign Planning: Fostering Collaboration and Finding Alignment Around Marketing Priorities](https://www.ce-strategy.com/2023/10/seasonal-campaign-planning-fostering-collaboration-and-finding-alignment-around-marketing-priorities/) - Campaign planning helps organizations create marketing efficiency and impact – reducing marketing fragmentation and building cross-functional alignment. - [Publisher RFP Timeline](https://www.ce-strategy.com/2025/07/publisher-rfp-timeline/) - When should you begin to think about a publisher RFP? Perhaps sooner than you think - [Author Experience (AX): An Essential Framework for Publishers](https://www.ce-strategy.com/2022/09/author-experience-ax-an-essential-framework-for-publishers/) - A seismic shift has taken place in scholarly publishing. Publishers that focus on author experience (AX) have a competitive advantage. - [When Is a Competitive Journal RFP Worth the Effort?](https://www.ce-strategy.com/2025/02/when-is-a-competitive-journal-rfp-worth-the-effort/) - When is a competitive journal RFP worth the effort (and cost) for associations? - [The Case for Data Sovereignty](https://www.ce-strategy.com/2025/01/the-case-for-data-sovereignty/) - The case for data sovereignty – associations securing unrestricted rights to access and use their data, even when working with commercial publishers. - [How to Advance AX (Author Experience) Maturity: 6 Strategies](https://www.ce-strategy.com/2023/03/how-to-advance-ax-author-experience-maturity-6-strategies/) - As organizations advance the six pillars of AX (Author Experience) maturity, they set themselves up for success in today’s evolving publishing landscape. - [Why Evaluations are Critical for Marketing Technology](https://www.ce-strategy.com/2024/05/why-evaluations-rfis-and-rfps-are-critical-for-marketing-technology/) - A well-run Marketing Technology Evaluation (e.g., an RFI/RFP process) is crucial for selecting the best technology and ensuring adoption success. - [Peer Review Systems Could Benefit from Systems Thinking](https://www.ce-strategy.com/2024/08/revolutionizing-manuscript-submission-and-peer-review-systems-through-systems-thinking/) - This article makes the case for applying systems thinking to submission and peer review systems (SPRSs) in journals publishing. - [CDPs for Associations](https://www.ce-strategy.com/2024/03/customer-data-platforms-for-associations/) - Find out why Customer Data Platforms (CDPs) are gaining traction in the association community and how a CDP can be a game changer for your association. - [Why Scholarly Publishers are Prioritizing First-Party Data](https://www.ce-strategy.com/2023/05/why-scholarly-publishers-are-prioritizing-first-party-data/) - KEY POINTS The marketing use cases of scholarly and professional publishers and associations are evolving to look much more like those of consumer media and ecommerce brands. Capturing first-party audience data to understand how individuals engage with content and digital channels is now table-stakes. First party data, audience intelligence, on-the-fly personalization, and predictive analytics promise - [To Centralize or Not to Centralize: That is Not the Marketing Structure Question](https://www.ce-strategy.com/2020/10/to-centralize-or-not-to-centralize-that-is-not-the-marketing-structure-question/) - The optimal marketing organizational structure is a perennial hot button topic. As brands pivot to embrace modern marketing, the topic has never been more fertile. Since it is not as simple as overlaying marketing technology and new data-driven capability on existing marketing structures, organizational design needs to adapt (i.e. catch-up) to modern marketing. One of the - [Audience Strategy for Publishers and Associations](https://www.ce-strategy.com/2023/07/audience-strategy-for-publishers-and-associations/) - In today's digital world, audience-centricity is table-stakes for publishers and associations. Explore how to build an effective, data-driven audience strategy. - [From Digital to Data: Marketing Strategies and Technologies for the Next Era](https://www.ce-strategy.com/2023/09/from-digital-to-data-marketing-strategies-and-technologies-for-the-next-era/) - Open access has shifted publishers to B2C data-driven marketing with a focus on author experience. This requires new technologies and new ways of working. - [AI Trends in Marketing Academic Journals](https://www.ce-strategy.com/2023/11/ai-trends-in-marketing-academic-journals/) - Scholarly publishers are incorporating Artificial Intelligence (AI) into various aspects of their businesses – and marketers are using AI to stay ahead. - [Interview With a Change Expert: Managing Change in Societies and Scholarly Publishing Organizations](https://www.ce-strategy.com/2024/04/interview-with-a-change-expert-managing-change-in-societies-and-scholarly-publishing-organizations/) - In this interview, we talk to change management expert Charlotte Talmage about how scholarly publishers and societies can more effectively manage change. - [Achieving open, visible, and impactful research at scale. Where have we got to and what’s next?](https://www.ce-strategy.com/2023/10/achieving-open-visible-and-impactful-research-at-scale-where-have-we-got-to-and-whats-next/) - Publishers are making progress in the transition to open access. They will need to continue adapting and evolving to improve research visibility and impact. - [An Interview with China STM Publishing Expert Nicko Goncharoff ](https://www.ce-strategy.com/2023/06/an-interview-with-china-stm-publishing-expert-nicko-goncharoff/) - An insightful Q&A about China’s publishing sector and research assessment reforms and how publishers worldwide can navigate the dynamic China market. - [The Challenge with Transformative Agreements and Society Journals](https://www.ce-strategy.com/2023/11/the-challenge-with-transformative-agreements-and-society-journals/) - Transformative Agreements (TAs) can create significant challenges for the society partners of publishers. - [8 Dimensions of Marketing Strategy](https://www.ce-strategy.com/2022/01/8-dimensions-of-marketing-strategy/) - While successful marketing strategies incorporate some tried-and-true practices and marketing disciplines, increasingly, they rely on understanding and harnessing marketing technology. - [Marketing in Times of Disruption (and How to Avoid a #marketingfail)](https://www.ce-strategy.com/2020/07/marketing-in-times-of-disruption-and-how-to-avoid-a-marketingfail/) - Best practices in communications, branding, content marketing, and leveraging marketing technology during times of disruption, such as Covid-19. - [Modern Marketing in 11 (Short) Tips](https://www.ce-strategy.com/2020/08/modern-marketing-in-11-short-tips/) - Marketing has been undergoing profound change, and organizations that understand and embrace modern marketing have a substantial competitive advantage. - [The 12Ps of Marketing Technology](https://www.ce-strategy.com/2020/09/the-12ps-of-marketing-technology/) - KEY POINTS Colleen’s 12Ps of Marketing Technology© is built upon the tenet that MarTech is an enabler for marketing. Marketing technology, in and of itself, is not a strategy. The technology offers no value unless it enables a solid marketing strategy.Further, for MarTech to succeed, the technology needs to be successfully adopted and utilized by - [Trends in U.S. Trade Book Publisher Mergers and Acquisitions](https://www.ce-strategy.com/2020/06/trends-in-u-s-trade-book-publisher-mergers-and-acquisitions/) - KEY POINTS: Mergers and acquisitions (M&A) activity in trade book publishing has accelerated over the last two years, a trend that is expected to continue post-pandemic.M&A activity in trade publishing is modulated by selectivity among acquirers — even among the largest publishers — and a relative dearth of financial sponsor participation in the midmarket.In a - [The Changing Nature of Scale in STM and Scholarly Publishing](https://www.ce-strategy.com/2015/06/the-changing-nature-of-scale-in-stm-and-scholarly-publishing/) - How horizontal and vertical scale work in STM and Scholarly Publishing - [Counting the Holes in the Swiss Cheese: "Read and Publish" Discovers America](https://www.ce-strategy.com/2018/06/counting-the-holes-in-the-swiss-cheese-read-and-publish-discovers-america/) - The read-and-publish business model has been introduced to the U.S. by MIT and the Royal Society of Chemistry. - [Plan S: Impact on Society Publishers](https://www.ce-strategy.com/2018/12/plan-s-impact-on-society-publishers/) - Last week cOAlition S released guidance on how they anticipate their open access (OA) mandate, Plan S to be implemented. While this implementation guidance provides many new details about the plan, it has not provided reassurance to anxious society publishers. The stated (and laudable) aim of Plan S is to achieve “full and immediate Open Access - [The Journal Publishing Services Agreement: A Guide for Societies](https://www.ce-strategy.com/2020/01/the-journal-publishing-services-agreement-a-guide-for-societies/) - This article discusses the challenges facing society publishers and why some to enter into publisher services agreements and others remain independent. - [The Agency Model and Publishing Services RFPs](https://www.ce-strategy.com/2020/07/the-agency-model-and-publishing-services-rfps/) - The publishing services RFP is often managed as a procurement process. This is problematic as such processes are designed to evaluate fee-for-service vendors - [Good vs. Evil? Finding the Right Mix of For-Profit and Not-for-Profit Services](https://www.ce-strategy.com/2020/07/good-vs-evil-finding-the-right-mix-of-for-profit-and-not-for-profit-services/) - @JosephJEsposito & @rschon on the entities to which the academy can outsource scholarly communication & adjacent priorities: consortia, societies, & commercial enterprises. - [Consolidation in Academic Publishing Has a New Target](https://www.ce-strategy.com/2018/03/consolidation-in-academic-publishing-has-a-new-target/) - Major research publishers may seek to acquire college textbook publishers in order to take advantage of the "inclusive access" business model - [Publishing Continues to Outperform Perception](https://www.ce-strategy.com/2018/05/publishing-continues-to-outperform-perception/) - With the Springer Nature IPO in the offing, it's important to remember that publishing continues to outperform perception. - [Libraries Face a Future of Open Access](https://www.ce-strategy.com/2018/05/libraries-face-a-future-of-open-access/) - Now that many European library consortia are cancelling deals with publishers, how will libraries respond to a world of open access? - [Why Hasn't the Academy Taken Back Control of Publishing Already?](https://www.ce-strategy.com/2018/07/why-hasnt-the-academy-taken-back-control-of-publishing-already/) - In recent years there has been a growing clamor for the academy to take back control of scholarly publishing -- here are the reasons it hasn't. - [When a Guarantee Is Not a Guarantee](https://www.ce-strategy.com/2020/08/when-a-guarantee-is-not-a-guarantee/) - Guaranteed revenues provide the cornerstone for many publishing services agreements but not all guarantees are created equal. - [How Information Asymmetry Works Against Societies](https://www.ce-strategy.com/2020/08/how-information-asymmetry-works-against-societies/) - Societies negotiating publishing services agreements should be aware that large publishers have an information asymmetry advantage in negotiations - [The 360° Competitor](https://www.ce-strategy.com/2020/10/the-360-competitor/) - Using Amazon as a model, a few publishers have an opportunity to become the nexus of their entire industry segment, attracting friends and foes alike. - [Rival Ecosystems: The Increasingly Porous Boundary between Institutional and Consumer Markets](https://www.ce-strategy.com/2018/08/rival-ecosystems-the-increasingly-porous-boundary-between-institutional-and-consumer-markets/) - The line separating institutional and consumer markets are becoming more porous. - [How Traditional Publishing Works](https://www.ce-strategy.com/2018/09/how-traditional-publishing-works/) - Essay on how traditional publishing works: its market mechanism and editorial strategy. - [The Double-bind Theory of Scholarly Publishing](https://www.ce-strategy.com/2019/01/the-double-bind-theory-of-scholarly-publishing/) - Open Access and Plan S in particular create a conflict between editorial quality and the cost of publication. - [Extracting Book Data from Library Information Systems](https://www.ce-strategy.com/2019/01/extracting-book-data-from-library-information-systems/) - A report on how libraries acquire books reveals that the data about these operations is hard to come by and often misleading. Publishers and librarians have a common problem. - [Strategic and Non-strategic Society Publishing](https://www.ce-strategy.com/2019/03/strategic-and-non-strategic-society-publishing/) - Many society publishers, concerned about the disruptive implications, of Plan S, are nervously considering selling off their publishing assets. - [Where Does a University Press Sit in its Parent's Priorities?](https://www.ce-strategy.com/2019/04/where-does-a-university-press-sit-in-its-parents-priorities/) - The news that Stanford University Press may be facing cuts makes it incumbent on all presses to move to the center of their parent's priorities. - [The New "University Journals" in the Marketplace](https://www.ce-strategy.com/2019/05/the-new-university-journals-in-the-marketplace/) - A new service called "University Publishing" has been announced. Its aim is to change the rules of engagement in scholarly publishing. - [Scientific and Scholarly Meetings in the Time of Pandemic](https://www.ce-strategy.com/2020/05/scientific-and-scholarly-meetings-in-the-time-of-pandemic/) - Shifting to virtual formats requires reconceptualizing meetings for attendees working from home and rethinking business models, technologies, and processes - [Building a Brain Trust](https://www.ce-strategy.com/2020/01/building-a-brain-trust/) - Every CEO needs a brain trust to provide guidance and a sounding board for a company's most difficult decisions. - [A Case for Popularization: A Review of Rockonomics](https://www.ce-strategy.com/2019/08/a-case-for-popularization-a-review-of-rockonomics/) - The book "Rockonomics" is a popular application of economic theory to the music industry. - [The Value of Peer Review](https://www.ce-strategy.com/2019/04/the-value-of-peer-review/) - Report commissioned by the American Society for Hematology on the Value of Peer Review. Researchers overwhelmingly hold positive views of journal peer review - [Navigating the Big Deal: A Guide for Societies](https://www.ce-strategy.com/2018/10/navigating-the-big-deal-a-guide-for-societies/) - For a society that owns journals, partnering with a commercial publisher (or a large university press) has offered a shrewd convergence between the vertical and the horizontal models of publishing. Via such partnerships, societies have been able to participate in the horizontal strategy — benefiting from the economies of scale and bundling strategies (e.g., the - [Neither Fish Nor Fowl: Journal Publishing and the University Press](https://www.ce-strategy.com/2016/07/neither-fish-nor-fowl-journal-publishing-and-the-university-press/) - The following is the transcript of a talk I presented on June 16th at the Journal’s Assembly of the 2016 Annual Conference of the Association of American University Presses (AAUP) in Philadelphia. Following the talk was a lively discussion. I have extended and edited a few points to clarify questions raised during that Q&A session. 1. INTRODUCTION - [Peak Subscription](https://www.ce-strategy.com/2015/01/peak-subscription/) - Since the late 1990s there have been two drivers of growth in STM and scholarly publishing: site licensing and global expansion. The question is, where is the growth going to come from? - [How Smart Is Your Content?](https://www.ce-strategy.com/2014/04/how-smart-is-your-content/) - Using Semantic Enrichment to Improve Your User Experience and Your Bottom Line - [Professional Associations and the Strategy Gap](https://www.ce-strategy.com/2013/11/professional-associations-and-the-strategy-gap/) - Professional associations face a "strategy gap" vs commercial organizations that, while often structural, can be overcome. - [Why Hasn’t Scientific Publishing Been Disrupted Already?](https://www.ce-strategy.com/2010/01/why-hasnt-scientific-publishing-been-disrupted-already/) - Scientific publishing has proven resistant to technologically driven disruption due to the cultural of science and the specific functions of journals ## Pages - [Home](https://www.ce-strategy.com/) - Clarke & Esposito is a management consulting firm that helps organizations grow revenues and better engage with their communities - [Clients](https://www.ce-strategy.com/clients/) - Clarke & Esposito is honored to count many of the most renowned and innovative organizations working in science, technology, education, and medicine among our clients. These include professional associations and societies, publishers, universities and university presses, software companies, and other organizations working to produce, curate, or disseminate professional and scholarly information. - [New Report: International STM Publishing in China](https://www.ce-strategy.com/new-report-international-stm-publishing-in-china/) - Coming in June International STM Publishing in China: State of the Market Report 2023 This forthcoming report provides an in-depth analysis of the scientific, technical, and medical (STM) publishing marketplace in China in 2023 and describes recent changes that affect international publishers and publisher service providers. The report is designed to help your organization navigate - [About](https://www.ce-strategy.com/about/) - Clarke & Company is a management consulting firm working with organizations that create, curate, and disseminate professional information. - [C&E In The News](https://www.ce-strategy.com/ce-in-the-news/) - C&E partners and staff are often quoted in news stories and other media. Links to stories in which we are quoted, along with full-length interviews, are provided below. If you are preparing a news story and wish to interview a member of C&E, please contact us with your story topic and deadline. Chaos and Questions: - [Services](https://www.ce-strategy.com/services/) - Our services are designed around our clients’ most pressing challenges and opportunities, helping them answer business-critical questions such as: - [Purchase Report](https://www.ce-strategy.com/purchase-report/) - [The Brief](https://www.ce-strategy.com/the-brief-overview/) - [Subscribe to The Brief](https://www.ce-strategy.com/subscribe/) - [Cases](https://www.ce-strategy.com/cases/) - [Test Page](https://www.ce-strategy.com/test-page/) - Testing One Two Three ## Transactions - [Radiological Society of North America](https://www.ce-strategy.com/transactions/radiological-society-of-north-america/) - [Society for Investigative Dermatology](https://www.ce-strategy.com/transactions/society-for-investigative-dermatology/) - [American Ceramic Society](https://www.ce-strategy.com/transactions/american-ceramic-society/) - [Phycological Society of America](https://www.ce-strategy.com/transactions/phycological-society-of-america/) - [American Political Science Association](https://www.ce-strategy.com/transactions/american-political-science-association/) - [American Society of Criminology](https://www.ce-strategy.com/transactions/american-society-of-criminology/) - [Cognitive Science Society](https://www.ce-strategy.com/transactions/cognitive-science-society/) - [Mathematical Association of America](https://www.ce-strategy.com/transactions/mathematical-association-of-america/) - [CFA Institute](https://www.ce-strategy.com/transactions/cfa-institute-psa/) - [American Association of Orthopaedic Surgeons](https://www.ce-strategy.com/transactions/american-association-of-orthopaedic-surgeons/) - [American Association of Thoracic Surgeons](https://www.ce-strategy.com/transactions/american-association-of-thoracic-surgeons-psa/) - [American Society of Hematology](https://www.ce-strategy.com/transactions/american-society-of-hematology-psa/) - [Modern Language Association](https://www.ce-strategy.com/transactions/modern-language-association-psa/) - [Materials Research Society](https://www.ce-strategy.com/transactions/materials-research-society-psa/) - [Genetics Society of America](https://www.ce-strategy.com/transactions/genetics-society-of-america-psa/) - [Society for Vascular Surgery](https://www.ce-strategy.com/transactions/society-for-vascular-surgery-psa/) - [Society for the History of Technology](https://www.ce-strategy.com/transactions/society-for-the-history-of-technology-psa/) - [American Society of Nephrology](https://www.ce-strategy.com/transactions/american-society-of-nephrology/) - [American Society for Pharmacology and Experimental Therapeutics](https://www.ce-strategy.com/transactions/american-society-for-pharmacology-and-experimental-therapeutics/) - [American Fisheries Society](https://www.ce-strategy.com/transactions/american-fisheries-society-2/) - RFP process and contract negotiations agent for licensing agreement with Oxford University Press - [Peace Research Institute Oslo (PRIO)](https://www.ce-strategy.com/transactions/peace-research-institute-oslo-prio/) - [American Society for Bone and Mineral Research](https://www.ce-strategy.com/transactions/american-society-for-bone-and-mineral-research/) - C&E represented ASBMR in evaluating publishing opportunities for its portfolio of journals, including strategic expansion into additional areas. Working with C&E ASBMR elected to partner with Oxford University Press for a next contract term. - [American College of Cardiology](https://www.ce-strategy.com/transactions/american-college-of-cardiology/) - [The Physiological Society](https://www.ce-strategy.com/transactions/the-physiological-society/) - [International Society for Traumatic Stress Studies](https://www.ce-strategy.com/transactions/international-society-for-traumatic-stress-studies/) - [American Academy of Sleep Medicine](https://www.ce-strategy.com/transactions/american-academy-of-sleep-medicine/) - [American Gastrointestinal Association](https://www.ce-strategy.com/transactions/american-gastrointestinal-association/) - [Science Wise Publishing](https://www.ce-strategy.com/transactions/sciencewise-publishing/) - [Proceedings of the National Academy of Sciences](https://www.ce-strategy.com/transactions/proceedings-of-the-national-academy-of-sciences-psa/) - [Brookings Institution](https://www.ce-strategy.com/transactions/brookings-institution-co-pub/) - [MLA Bibliography](https://www.ce-strategy.com/transactions/mla-bibliography/) - [American Journal of Preventive Medicine](https://www.ce-strategy.com/transactions/ajpm/) - C&E advised the board of AJPM on the sale of American Journal of Preventative Medicine and AJPM Focus to Elsevier - [Sky and Telescope](https://www.ce-strategy.com/transactions/sky-and-telescope/) - [American Society for Microbiology](https://www.ce-strategy.com/transactions/mcb/) - Luctus turpis varius luctus risus nullam rutrum vestibulum facilisi. Fusce ultrices bibendum fusce consequat fusce primis placerat? Vitae curabitur vitae ac commodo lacus at. Ridiculus massa risus facilisis diam tristique per augue ad. Venenatis aliquet diam non parturient fames ultricies potenti. Sollicitudin convallis mi ad; dictum venenatis nec nunc eros. Accumsan mi feugiat mus per - [Wilson Center](https://www.ce-strategy.com/transactions/wilson-center/) - [Mathematical Association of America - Books](https://www.ce-strategy.com/transactions/mathematical-association-of-america-co-pub/) - [GeoScienceWorld](https://www.ce-strategy.com/transactions/psa-transaction-example/) - Mauris et porta eros pulvinar ex eros dictum. Ultricies conubia feugiat elit auctor sapien porta a. Vestibulum erat vestibulum consectetur lacinia sit ut sociosqu ornare. Placerat inceptos purus mattis class dis diam dapibus. Magnis nostra senectus vivamus ante purus nascetur vestibulum. Nisl varius venenatis ultricies et malesuada tincidunt ad. Nostra senectus dictum porta, volutpat nullam ## Cases - [Creating a Capsule Messaging Collection™ to Help a Crisis Science Organization Expand Its Global Network](https://www.ce-strategy.com/cases/creating-a-capsule-messaging-collection-to-help-a-crisis-science-organization-expand-its-global-network/) - [Marketing Audit and Strategic Roadmap](https://www.ce-strategy.com/cases/marketing-audit-and-strategic-roadmap-2/) - [Driving Alignment and Vision Through Branding & Messaging](https://www.ce-strategy.com/cases/driving-alignment-and-vision-through-branding-messaging/) - [Marketing Audit and Strategic Roadmap](https://www.ce-strategy.com/cases/marketing-audit-and-strategic-roadmap/) - [Building an Integrated and Aligned Marketing Campaign Framework](https://www.ce-strategy.com/cases/building-an-integrated-and-aligned-marketing-campaign-framework/) - [Modernizing the Publishing Services Relationship for a Cross-disciplinary Society Journal](https://www.ce-strategy.com/cases/modernizing-the-publishing-services-relationship-for-a-cross-disciplinary-society-journal/) - [Strategic Assessment to Answer the Question: Should We Launch Our Own Society Journal?](https://www.ce-strategy.com/cases/strategic-assessment-to-answer-the-question-should-we-launch-our-own-society-journal/) - [Evolving a Foundational Print Humanities Resource into an Online Scholarship Tool](https://www.ce-strategy.com/cases/evolving-a-foundational-print-humanities-resource-into-an-online-scholarship-tool/) - [Setting Competitive Editorial and Publishing Strategies for a Society Journals Program](https://www.ce-strategy.com/cases/setting-competitive-editorial-and-publishing-strategies-for-a-society-journals-program/) - [Selecting a New Hosting Platform – Ensuring that Strategy Drives Decision-Making](https://www.ce-strategy.com/cases/selecting-a-new-hosting-platform-ensuring-that-strategy-drives-decision-making/) - [Assessing the Pros & Cons of a Self-Publishing Journal Program in the Humanities](https://www.ce-strategy.com/cases/assessing-the-pros-cons-of-a-self-publishing-journal-program-in-the-humanities/) - [Choosing a Publisher for PNAS’s New Open Access Companion Journal](https://www.ce-strategy.com/cases/choosing-a-publisher-for-pnass-new-open-access-companion-journal/) - [Clinical Medical Education Products: Developing an Institutional Sales Approach](https://www.ce-strategy.com/cases/clinical-medical-education-products-developing-an-institutional-sales-approach/) - [Finding a Better Approach to Workflow and Technology Integration](https://www.ce-strategy.com/cases/finding-a-better-approach-to-workflow-and-technology-integration/) - [Assessing Publishing Partnerships to Support New Society Strategy](https://www.ce-strategy.com/cases/mrs/) - [Plan S Impact Assessment and Options Analysis](https://www.ce-strategy.com/cases/plan-s-impact-assessment-and-options-analysis/) - [Editorial Compensation Benchmarking](https://www.ce-strategy.com/cases/editorial-compensation-benchmarking/) - [Community Survey: The Value of Peer Review](https://www.ce-strategy.com/cases/community-survey-the-value-of-peer-review/) - [Developing a Strategic Roadmap for a Publishing Program in Transition](https://www.ce-strategy.com/cases/developing-a-strategic-roadmap-for-a-publishing-program-in-transition/) - [Feasibility of a New Open Access Subspecialty Journal](https://www.ce-strategy.com/cases/feasibility-of-a-new-open-access-subspecialty-journal/) - [Mellon-Funded Research Projects on Academic Book Publishing](https://www.ce-strategy.com/cases/mellon-funded-research-projects-on-academic-book-publishing/) - [Portfolio Expansion in the Context of a Publishing Services RFP](https://www.ce-strategy.com/cases/portfolio-expansion-in-the-context-of-a-publishing-services-rfp/) - [Portfolio Development Strategy for a Renowned Society Brand](https://www.ce-strategy.com/cases/portfolio-development-strategy-for-a-renowned-society-brand/) ## People - [Olivia Holway](https://www.ce-strategy.com/person/olivia-holway/) - Olivia Holway is the Marketing Lead at Clarke & Esposito, where she supports firm marketing initiatives and contributes to client engagements in Marketing and Digital Experience practice. She brings six years of experience in marketing strategy, content creation, and analytics, with a focus on building thoughtful, data-informed campaigns that drive results. Olivia’s background spans both - [Jennifer Saboe](https://www.ce-strategy.com/person/jennifer-saboe/) - Jenn Saboe brings a rare blend of marketing, communications, and business strategy, grounded in deep, hands-on experience in scholarly publishing. At Oxford University Press, she held senior roles across marketing and publishing, where she developed a strong understanding of the journals business and what it takes to work effectively with society partners. Her work at - [Marina Segel](https://www.ce-strategy.com/person/marina-segel/) - Marina Segel brings nearly 30 years of experience in operations and organizational transformation across scholarly and educational publishing. She has held senior leadership roles at Wolters Kluwer Health across the Health, Learning, Research, and Practice businesses, working closely with both internal teams and society partners. She led large cross-functional international teams responsible for day-to-day operational - [Ginny Herbert](https://www.ce-strategy.com/person/ginny-herbert/) - Ginny brings a background spanning nonprofit, commercial, and open access publishing organizations, with experience in organizational transformation, editorial and publishing strategy, operations optimization, content acquisition, researcher engagement programming, and peer review innovation. Her past tenures include the American Economic Association, Taylor & Francis, Frontiers, and the American Institute of Physics Publishing, giving her hands-on exposure to - [Rose Pintaudi-Jones](https://www.ce-strategy.com/person/rose-pintaudi-jones/) - Rose Pintaudi-Jones is a marketing and publishing leader specializing in customer engagement, audience development, digital marketing, and marketing operations. At Clarke & Esposito, she works within the Marketing, Digital, and Customer Experience Practice, helping clients at different stages of their marketing transformation strengthen how they plan, execute, and optimize modern marketing programs. Rose’s expertise centers - [Neil Appleton](https://www.ce-strategy.com/person/neil-appleton/) - Neil is a senior strategic advisor with deep expertise in society and academic publishing, developed over more than seven years in executive leadership roles at RELX, most recently as Senior Vice President at Elsevier. In that role, he led a global portfolio of more than 750 society partnerships, working closely with boards, editors, and senior leadership teams - [Colleen Scollans](https://www.ce-strategy.com/person/colleen-scollans/) - CMO, Marketing & Customer Experience (CX) Consultant, & Digital Strategist. Modern marketing champion. - [Joe Esposito](https://www.ce-strategy.com/person/joe-esposito/) - Joe Esposito is a management consultant specializing in strategy in the areas of digital media, publishing, and education technology. Joe’s areas of expertise include strategic assessments, RFP management, operating reviews, channel strategy, mergers and acquisitions, and interim management for both book and journal publishing programs. Joe served as CEO of three companies—Encyclopaedia Britannica, Tribal Voice - [Richard O’Beirne](https://www.ce-strategy.com/person/richard-obeirne/) - Richard O’Beirne brings three decades of real-world experience in publishing, operations, product management, and innovation across commercial and not-for-profit organizations. He has managed publishing platforms and digital transformation projects for Blackwell Science (now Wiley) and Oxford University Press and has worked with a wide variety of industry and academic bodies throughout his career. He has - [Laura Ricci](https://www.ce-strategy.com/person/laura-ricci/) - Laura’s focus is on industry and financial analysis and business model assessment. Her prior experience includes roles as STM and Education Senior Market Analyst at Outsell, Inc., Senior Product Manager of Partnerships at EBSCO eBooks, and working internationally at Attwooll Associates (now Clare Painter Associates) in Oxford, UK, and in New Delhi, India through the - [David Lamb](https://www.ce-strategy.com/person/david-lamb/) - David Lamb is an investment banker and consultant with four decades’ experience in publishing and the information industry. David leads C&E's mergers and acquisitions practice focused on professional and academic publishing. Recent clients include the American Society of Microbiology, American Board of Preventative Medicine, American National Standards Institute, the American Association for the Advancement of - [Michael Clarke](https://www.ce-strategy.com/person/michael-clarke/) - Michael’s experience spans both the publishing and software industries, with a focus on developing, delivering, and marketing information products for professionals. Prior to cofounding Clarke & Esposito, he served as executive vice president of product and market development at Silverchair Information Systems, a software company providing publishing tools and platforms to STM publishers, professional associations, - [Helen Szigeti](https://www.ce-strategy.com/person/helen-szigeti/) - Helen Szigeti’s experience in the information industry includes both scholarly publishing and academic librarianship, working at the intersection of technology evaluation, program assessment, product development, and research services. Previously, Helen served as Associate Director for Business Development at HighWire Press/Stanford University, and in a variety of editorial, research, product development, and global sales strategy positions - [Sarah Furbee](https://www.ce-strategy.com/person/sarah-furbee/) - Sarah Furbee provides accounting support to Clarke & Esposito via Business Help Inc. where she has been a consultant for the past five years. Prior to consulting, Sarah held a wide variety of accounting roles in the Federal Government and manufacturing and tech industries. Most recently, she was employed within the Intelligence Community performing audits - [Pam Harley](https://www.ce-strategy.com/person/pam-harley/) - Pam combines an execution-focused drive with a strategic perspective gained from 20+ years in STM publishing. Experience in both publishing and software development has given her a panoramic view into the challenges and opportunities facing those developing professional content today. Before joining Clarke & Esposito, Pam served as product strategist for Silverchair Information Systems, helping ## Services - [Publishing Services Agreements](https://www.ce-strategy.com/services/publishing-services-rfps/) - Do you have the right partner, and the right contract terms, to best position your publications for success now and in the future? - [AI Licensing Advisory](https://www.ce-strategy.com/services/ai-licensing-advisory/) - Expert practical guidance for associations and publishers navigating AI content licensing. Scholarly and professional content has become a critical input for many AI systems. As a result, professional associations are increasingly approached to license their content for AI use, often before they have clear policies or governance in place - and while industry norms and standards - [AI Solutions & Services](https://www.ce-strategy.com/services/ce-ai-solutions-services/) - AI is reshaping priorities for publishers and associations. C&E provides strategic AI services to harness opportunities and accelerate progress. - [AI Opportunity Map](https://www.ce-strategy.com/services/ai-opportunity-map/) - AI Opportunity Map: Decision support tool for publishers to align AI opportunities with business goals. Cut through the noise and focus on real value-driven initiatives. - [Capsule Messaging Collection™](https://www.ce-strategy.com/services/capsule-messaging-collection/) - Capsule Messaging Collection™ = a modern approach to messaging designed to work with both human and AI-powered marketing workflows. - [Author Experience (AX)](https://www.ce-strategy.com/services/author-experience/) - Improve Author Experience (AX) to build engagement, loyalty, and trust—driving more submissions and stronger author relationships - [Marketing Technology (MarTech)](https://www.ce-strategy.com/services/marketing-technology/) - Successfully plan, select, and adopt marketing technology. With a strong focus on strategy & change, we see MarTech as way more than just a solutions decision. - [Marketing & Communications Strategy](https://www.ce-strategy.com/services/marketing-communications-strategy/) - Marketing & Communications strategy across the entire spectrum, including audience engagement, branding, and customer experience & community value creation. - [Campaign Planning & Management](https://www.ce-strategy.com/services/campaign-planning/) - Strategic campaign planning reimagined: Transform your marketing with expert frameworks for campaign prioritization, visibility and end-to-end management. - [CMO Coaching & Advisory Services](https://www.ce-strategy.com/services/cmo-coaching/) - CMO Coaching and advisory services help marketing leaders modernize marketing and drive transformation. Expert guidance for navigating tech, data & CX changes . - [Marketing Audits & Actionable Playbooks](https://www.ce-strategy.com/services/marketing-audits/) - Marketing audits help organizations assess the performance of their marketing function and / or specific aspects of modern marketing design - [Marketing Training](https://www.ce-strategy.com/services/marketing-training/) - Marketing training and workshops to elevate an organization's marketing maturity. - [Brand Purpose Alignment & Facilitation ](https://www.ce-strategy.com/services/brand-purpose-alignment-facilitation/) - C&E and Mary E. Maloney of Revealing Genius join forces to help clients discover their unique brand purpose and share it confidently. Mary E. is a former CMO and CEO with extensive brand and messaging experience. She has strong domain knowledge in the healthcare and life sciences sectors and has worked with leading CEOs, C-level - [Mergers and Acquisitions](https://www.ce-strategy.com/services/mergers-and-acquisitions/) - Whether a single journal or book, an imprint, a division, or entire company. - [Fractional CMO Services](https://www.ce-strategy.com/services/fractional-cmo/) - Supercharge your organization with fractional CMO services. Ideal for organizations looking to modernize marketing or transform customer experience. - [Industry Trend Reports & Analyses](https://www.ce-strategy.com/services/industry-trends/) - A commissioned study of business practices, editorial policies, pricing practices, technology adoption, or other issues relevant or your business. - [Partnership Analysis & Negotiation](https://www.ce-strategy.com/services/partnership-analysis/) - Identifying the right vendors and partners and aligning incentives can mean the difference between a successful product launch and one that struggles. - [New Product Feasibility Analysis](https://www.ce-strategy.com/services/new-product-feasibility-analysis/) - Are organization goals, editorial pipeline and strategy, financials, and community needs aligned to support a new product? - [Go-to-Market Strategy and Support](https://www.ce-strategy.com/services/go-to-market-strategy-and-support/) - How can you position new products and services for success? - [Product Concept Development](https://www.ce-strategy.com/services/product-concept-development/) - What does a minimum viable product look like? - [Product Roadmapping](https://www.ce-strategy.com/services/product-roadmapping/) - What features and functionality will add the most value to your product and delight your customers? How do we prioritize and assess the return on investment? - [Surveys](https://www.ce-strategy.com/services/surveys/) - Whether of a your entire community or a subset of stakeholders, a well-written survey can provide a quantitative snapshot on key issues. - [Research Interviews](https://www.ce-strategy.com/services/research-interviews/) - Semi-structured research interviews are an essential tool for gathering qualitative information directly from customers and other stakeholders. - [Competitive Assessment](https://www.ce-strategy.com/services/competitive-assessment/) - How your product, service, or organization fits into the market as compared to competitors, and where opportunities and open space might be found. - [Environmental Scans](https://www.ce-strategy.com/services/environmental-scans/) - A systematic survey of the market and identification of the factors and forces that affect your products, services, or organization as a whole. - [Financial Modeling](https://www.ce-strategy.com/services/financial-modeling/) - A financial model is a powerful tool that enables the management to perform “what if” analyses - [Governance](https://www.ce-strategy.com/services/governance/) - Are your governance structure and Boards optimized to support organization success? - [Program Assessment](https://www.ce-strategy.com/services/program-assessment/) - How is your program performing? Where are your growth opportunities? - [Operations Review](https://www.ce-strategy.com/services/operations/) - Are your operations functioning both effectively and efficiently? Are there functions you wish to explore outsourcing? - [Pricing](https://www.ce-strategy.com/services/pricing-strategy/) - Is your pricing competitive? Configured for revenue growth? - [Open Access Strategy](https://www.ce-strategy.com/services/open-access-strategy/) - What are the risks and opportunities of OA for your publications? - [Benchmarking Studies](https://www.ce-strategy.com/services/benchmarking-studies/) - How does your program compare to peers? - [Board Meeting and Retreat Facilitation](https://www.ce-strategy.com/services/board-meetings/) - What topics should be top of mind for your Boards? How can you optimize Board functioning? - [Contract Review and Negotiation](https://www.ce-strategy.com/services/contract-review-and-negotiation/) - Is your publishing contract optimized for your organization? - [Technology Services RFPs](https://www.ce-strategy.com/services/technology-services-rfps/) - What are the best-fit vendors and platforms for your publications? ## News - [C&E Supports RSNA in Selecting Wolters Kluwer as New Publishing Partner](https://www.ce-strategy.com/news/ce-supports-rsna-in-selecting-wolters-kluwer-as-new-publishing-partner/) - C&E managed a competitive publisher selection process for the Radiological Society of North America (RSNA) that resulted in a new publishing partnership with Wolters Kluwer for the society’s portfolio of five radiology journals, including Radiology, the world’s most-cited radiology journal. Working closely with RSNA leadership, C&E advised on publisher evaluation, strategic priorities, commercial terms, and - [C&E Expands, Welcoming Five New Team Members](https://www.ce-strategy.com/news/ce-expands-welcoming-five-new-team-members/) - C&E is growing, and we want to share a little about why. Over the past year, we’ve seen a material growth in client demand — driven in large part by the complexity of the environment and new opportunities created by market changes. AI is certainly a factor, reshaping the landscape from multiple directions at once. - [American Ceramic Society Renews Publishing Partnership with Wiley Following Competitive Review](https://www.ce-strategy.com/news/american-ceramic-society-renews-publishing-partnership-with-wiley-following-competitive-review/) - The American Ceramic Society has renewed its publishing partnership with Wiley following a competitive RFP process managed by C&E for the society’s journals portfolio. C&E supported ACerS throughout the publisher evaluation and negotiation process, helping the society assess financial models, portfolio strategy, journal development plans, and long-term publishing priorities across a rapidly changing scholarly communication - [Society for Investigative Dermatology Renews Publishing Partnership with Elsevier](https://www.ce-strategy.com/news/society-for-investigative-dermatology-renews-publishing-partnership-with-elsevier/) - The Society for Investigative Dermatology has renewed its publishing partnership with Elsevier following a competitive review process managed by C&E for the society’s journals, Journal of Investigative Dermatology and JID Innovations. C&E advised SID throughout the publisher evaluation and negotiation process, supporting the society as it assessed strategic priorities, publishing models, and partnership opportunities in - [Phycological Society of America Selects Oxford University Press as New Publishing Partner for Journal of Phycology](https://www.ce-strategy.com/news/phycological-society-of-america-selects-oxford-university-press-as-new-publishing-partner-for-journal-of-phycology/) - C&E supported the Phycological Society of America through a competitive publisher selection process that resulted in a new publishing partnership with Oxford University Press for the Journal of Phycology. Beginning in January 2027, OUP will publish the journal, marking a new chapter for one of the leading publications in algal sciences. C&E advised PSA throughout - [APSA Renews Publishing Partnership with Cambridge University Press Following Strategic Review](https://www.ce-strategy.com/news/apsa-renews-publishing-partnership-with-cambridge-university-press-following-strategic-review/) - The American Political Science Association has renewed its publishing partnership with Cambridge University Press following a competitive request for proposals (RFP) process for the association’s journal publishing program. C&E supported APSA throughout the process, providing strategic and commercial advisory services as the association evaluated publisher proposals and considered the long-term direction of its publications portfolio. - [American Society of Criminology Selects Taylor & Francis as New Publishing Partner](https://www.ce-strategy.com/news/american-society-of-criminology-selects-taylor-francis-as-new-publishing-partner/) - The American Society of Criminology has selected Taylor & Francis as the new publishing partner for its flagship journals, Criminology and Criminology & Public Policy. The agreement follows a competitive request for proposal (RFP) process supported by C&E, which advised ASC on publishing priorities, commercial strategy, and publisher evaluation. Taylor & Francis will begin publishing - [C&E Advises The Physiological Society in Strengthened Journal Publishing Agreement with Wiley](https://www.ce-strategy.com/news/ce-advises-the-physiological-society-in-strengthened-journal-publishing-agreement-with-wiley/) - Clarke & Esposito supported The Physiological Society in securing a new publishing agreement with Wiley for its field-leading journals, The Journal of Physiology and Experimental Physiology. The agreement followed a competitive request for proposal (RFP) process through which C&E provided strategic and commercial advisory support, helping The Society evaluate publisher options and align its publishing strategy with Clarke & Esposito advised The Physiological Society on a new journal publishing agreement with Wiley after a competitive RFP process. - [C&E Supports AGA in Selecting Conexiant for GI & Hepatology News](https://www.ce-strategy.com/news/ce-supports-aga-in-selecting-conexiant-for-gi-hepatology-news/) - Clarke & Esposito supported the American Gastrointestinal Association's selection of Conexiant as publisher for AGA’s flagship news publication, GI & Hepatology News, via a competitive RFP process. The partnership covers content development, digital and print advertising, and sponsorship sales and operations. GI & Hepatology News provides timely news and commentary about clinical developments and healthcare - [Nanophotonics Journal Sold to Wiley](https://www.ce-strategy.com/news/nanophotonics-journal-sold-to-wiley/) - C&E represented Science Wise Publishing in the sale of the open access journal Nanophotonics to Wiley. This notable deal followed an extraordinarily competitive, market-based bidding process. Founded in 2011 by publishing editor Dennis Couwenberg, Nanophotonics quickly became an indispensable journal in a fast-moving field. The journal covers the latest developments for physicists, engineers and material scientists - [New Publishing Partnership between the American Fisheries Society and Oxford University Press](https://www.ce-strategy.com/news/new-publishing-partnership-between-the-american-fisheries-society-and-oxford-university-press/) - This month the American Fisheries Society (AFS) and Oxford University Press (OUP) announced a new publishing agreement for the Society’s monthly membership magazine, Fisheries, along with its five peer-reviewed journals: Transactions of the American Fisheries Society, featuring papers on basic fisheries science North American Journal of Fisheries Management, covering management research, experiences, and recommendations North American Journal of - [New Publishing Partnership between PRIO and Oxford University Press](https://www.ce-strategy.com/news/new-publishing-partnership-between-prio-and-oxford-university-press/) - The Peace Research Institute Oslo (PRIO) and Oxford University Press (OUP) recently announced a new publishing agreement for the Institute’s two flagship journals: Journal of Peace Research, covering scholarly work in peace research and conflict studies, including a mix of theoretical, empirical, and policy articles Security Dialogue, combining contemporary theoretical analysis with challenges to public policy across - [Colleen Scollans Named Partner at C&E to Lead Marketing, Digital, and Customer Experience Practice](https://www.ce-strategy.com/news/colleen-scollans-joins-ce-as-partner-to-lead-marketing-digital-and-customer-experience-practice/) - C&E announces the appointment of Colleen Scollans as Partner, leading the firm’s growing Marketing, Digital, and Customer Experience practice - [American College of Cardiology Renews its agreement to publish the JACC journals with Elsevier](https://www.ce-strategy.com/news/american-college-of-cardiology-renews-its-agreement-to-publish-the-jacc-journals-with-elsevier/) - Clarke & Esposito is pleased to have represented the American College of Cardiology (ACC) in negotiating a favorable renewal of its publishing services agreement with Elsevier. The agreement includes ACC's flagship, Journal of the American College of Cardiology (JACC), as well as nine other JACC-branded journals – including support for the launch of JACC Advances, - [American Journal of Preventative Medicine and AJPM Focus Sold to Elsevier](https://www.ce-strategy.com/news/american-journal-of-preventative-medicine-and-ajpm-focus-sold-to-elsevier/) - C&E represented the Board of Governors of the American Journal of Preventive Medicine (AJPM) and AJPM Focus in the sale of both titles to Elsevier. This notable deal following a highly competitive, market-based bidding process. First published in 1985, AJPM ranks among the top 40 most impactful journals in JCR’s General Medical category, with a 2022 Journal Impact Factor (JIF) - [Sky & Telescope Acquired by AAS](https://www.ce-strategy.com/news/sky-and-telescope-acquired-by-aas/) - The American Astronomical Society (AAS), the leading society for professional astronomers, engaged C&E to represent it in pursuing the acquisition of Sky & Telescope. The iconic magazine, founded in 1941, became available in the context of the bankruptcy of its parent company. C&E advised AAS and its Board throughout the sale process, including deep financial - [Announcing Publishing Services Agreement Between the Materials Research Society and Springer Nature](https://www.ce-strategy.com/news/mrs-springernature-psa/) - Clarke & Esposito (C&E) is pleased to announce a new publishing services agreement between the Materials Research Society (MRS) and Springer Nature. C&E had the privilege of representing MRS in brokering this notable deal spanning all five journals in the MRS portfolio—MRS Bulletin, Journal of Materials Research (JMR), MRS Communications, MRS Energy & Sustainability, and MRS - [“International STM Publishing in China: State of the Market Report 2023” Unveils Insights for Publishers and Publisher Service Providers Worldwide](https://www.ce-strategy.com/news/international-stm-publishing-in-china-state-of-the-market-report-2023-unveils-insights-for-publishers-and-publisher-service-providers-worldwide/) - Washington, DC, June 22, 2023 – Clarke & Esposito is pleased to announce the release of "International STM Publishing in China: State of the Market Report 2023" – developed in collaboration with Osmanthus Consulting. This analysis of China's rapidly evolving scientific, technical, and medical (STM) journals sector provides actionable insights and strategic recommendations for publishers - [Taylor & Francis acquires Molecular and Cellular Biology from the American Society of Microbiology](https://www.ce-strategy.com/news/taylor-francis-acquires-molecular-and-cellular-biology-from-the-american-society-of-microbiology/) - The American Society of Microbiology (ASM) announced the acquisition of the journal Molecular and Cellular Biology by Taylor & Francis (T&F). Clarke & Esposito had the privilege of representing ASM in brokering this notable deal. Molecular and Cellular Biology is a monthly, peer-reviewed, scientific journal established by ASM in 1981. MCB is a high performing title, as measured by - [A New Co-Publication Agreement between the Brookings Institution and Rowman & Littlefield](https://www.ce-strategy.com/news/a-new-co-publication-agreement-between-the-brookings-institution-and-rowman-and-littlefield/) - The Brookings Institution and Rowman & Littlefield Publishing Group this week announced a new co-publishing partnership. Under the agreement, Rowman & Littlefield will produce, distribute, market, and sell Brookings Institution Press titles. Brookings Institution Press will continue to be responsible for acquisitions and editorial review. Clarke & Esposito had the privilege of working with Brookings - [New Publishing Services Agreement between the American Society of Nephrology and Wolters Kluwer](https://www.ce-strategy.com/news/new-agreement-between-asn-wk/) - Clarke & Esposito is pleased to announce a new publishing services agreement between the American Society of Nephrology and Wolters Kluwer. - [C&E Announces Editorial Honoraria Benchmarking Study in Biomedicine](https://www.ce-strategy.com/news/ce-announces-multi-client-benchmarking-study-in-biomedicine/) - Clarke & Esposito (C&E) announces the start of recruitment for a multi-client benchmarking study focused on editorial honoraria and other related editorial metrics. The aim of the study is to provide participants with information to make better evidenced-based decisions related to journal publishing. Questions that the study will seek to answer for participants include: Is - [C&E Final OA Monograph Supply Chain Mapping Report Released](https://www.ce-strategy.com/news/ce-final-oa-monograph-supply-chain-mapping-report-released/) - This final report documents the supply chain related to open access (OA) monograph creation, distribution, and curation. It is based on information collected in 2020 through questionnaires and semi-structured interviews with stakeholders and subject-matter experts representative of the supply chain. Interviewees represented publishers, academic librarians, aggregators, publishing platform providers, online book distributors, and others. Preliminary report - [Announcing PNAS Nexus and a New Publishing Services Agreement Between the National Academy of Sciences and Oxford University Press](https://www.ce-strategy.com/news/announcing-pnas-nexus-and-a-new-publishing-services-agreement-between-the-national-academy-of-sciences-and-oxford-university-press/) - Clarke & Esposito is pleased to have represented the National Academy of Sciences (NAS) in successfully negotiating a publishing services agreement with Oxford University Press (OUP). NAS will work with OUP to develop and publish PNAS Nexus, a new multidisciplinary open access journal. PNAS Nexus will focus on "innovative and multi-, trans-, and interdisciplinary work - [David Crotty to Join Clarke & Esposito as Senior Consultant](https://www.ce-strategy.com/news/david-crotty-to-join-clarke-esposito-as-senior-consultant/) - Washington, DC, April 6, 2021 – Management consulting firm Clarke & Esposito today announced that David Crotty will be joining the firm in the position of Senior Consultant. “We are delighted to welcome David to the firm,” said Michael Clarke, Managing Partner. “His background as an accomplished publisher, editor, and researcher provides an understanding of scholarly - [Announcing a Publishing Services Agreement Between the American Society of Hematology and Elsevier](https://www.ce-strategy.com/news/announcing-a-publishing-services-agreement-between-the-american-society-of-hematology-and-elsevier/) - Clarke & Esposito is pleased to have represented the American Society of Hematology (ASH®) in successfully negotiating a publishing services agreement with Elsevier. Beginning in 2021, ASH will work with Elsevier to publish Blood, ASH’s flagship journal and one of most prominent titles in all of science and medicine. The agreement also covers Blood Advances, ASH’s highly - [Announcing a Publishing Services Agreement between the Genetics Society of American and Oxford University Press](https://www.ce-strategy.com/news/announcing-a-publishing-services-agreement-between-the-genetics-society-of-american-and-oxford-university-press/) - Clarke & Esposito (C&E) is pleased to announce a new publishing services agreement between the Genetics Society of America (GSA) and Oxford University Press (OUP). C&E had the privilege of representing GSA in brokering this notable deal. The agreement includes GSA's flagship journal, Genetics, a world-renowned title which, since 1916, has published foundational work in - [GeoScienceWorld Acquires Lithosphere to Launch as First Open Access Community Journal for the Geosciences](https://www.ce-strategy.com/news/geoscienceworld-acquires-lithosphere-to-launch-as-first-open-access-community-journal-for-the-geosciences/) - Clarke & Esposito (C&E) is pleased to announce the acquisition of the journal Lithosphere by GeoScienceWorld (GSW). The journal was acquired from the Geological Society of America (GSA). C&E advised GeoScienceWorld on the acquisition. GSW plans to expand the scope of the open access publication, turning Lithosphere into a multidisciplinary community journal in partnership with seven geoscience societies (additional - [Clarke & Esposito Launches New Marketing and Digital Transformation Practice Headed by Colleen Scollans](https://www.ce-strategy.com/news/clarke-esposito-launches-new-marketing-and-digital-transformation-practice-headed-by-colleen-scollans/) - Washington, DC, June 16, 2020 – Management consulting firm Clarke & Esposito (C&E) today announced the launch of its new Marketing and Digital Transformation Practice, headed by Colleen Scollans. “We are launching this new practice to support organizations in reconceptualizing member and customer engagement and in efficiently maintaining revenue streams,” said Michael Clarke, C&E’s Managing - [Report Released by American Society of Hematology on the Value of Peer Review](https://www.ce-strategy.com/news/ash-value-of-peer-review-report-released/) - The American Society of Hematology has commissioned a report, prepared by Clarke & Esposito, on the "Value of Peer Review." Working closely with ASH and the independent research firm ReadEx, we developed a survey instrument and invited just over 25,000 individuals to participate. We received responses back from 8%, or 1,944 researchers. Although this research - [Library Acquisition Patterns Final Report Released](https://www.ce-strategy.com/news/library-acquisition-patterns-final-report-released/) - To what extent has Amazon emerged as a wholesaler for books to academic libraries? - [Michael Clarke's Article on Publishing Services Agreements Published in Learned Publishing](https://www.ce-strategy.com/news/clarke-psas-learned-publishing/) - An article entitled "The journal publishing services agreement: A guide for societies," by Clarke & Esposito's Managing Partner, Michael Clarke, was published in the journal Learned Publishing. The article provides an overview of journal PSAs between professional and scholarly societies and commercial publishers. It describes the structure of PSAs, their pros and cons, responsibilities of societies - [Modern Language Association Signs Publishing Services Agreement with Cambridge University Press](https://www.ce-strategy.com/news/mla-cambridge-psa/) - C&E is pleased to have represented the Modern Language Association (MLA) in successfully negotiating a publishing services agreement with Cambridge University Press (CUP). Beginning in January of 2021, CUP will publish PMLA, the association's flagship journal one of most prominent titles in the humanities. PMLA is currently self-published by MLA; this marks the association's first - [C&E Selected to Work on Mellon-funded Initiative Mapping the Supply Chain for OA Books](https://www.ce-strategy.com/news/supply-chain-oa-books/) - Clarke & Esposito is delighted to have been selected to work with the Book Industry Study Group, Curtin University, Educopia Institute, University of Michigan, University of North Texas, and others on mapping the supply chain for OA books. This effort is in support of the broader initiative, Developing a Pilot Data Trust for Open Access ## The Brief - [Power Grab](https://www.ce-strategy.com/the-brief/power-grab/) - OMB power grab. Wiley buys Emerald. Clinical AI gets a second opinion. - [Rescinding?](https://www.ce-strategy.com/the-brief/rescinding/) - The GAO has quantified the budget impact of the Nelson Memo, rampant growth in fake citations - [Divergence](https://www.ce-strategy.com/the-brief/divergence/) - The market panicked. A “SaaSpocalypse” loomed. And yet behind the drama, scholarly and professional publishers are quietly posting steady growth - [Portfolio Advanced](https://www.ce-strategy.com/the-brief/portfolio-advanced/) - Two marquee portfolios expand and the AI plumbing quietly reshaping scholarly publishing - [Plunge](https://www.ce-strategy.com/the-brief/plunge/) - Professional publishers lose $50B in market value as investors see AI risk - [Hum(ai)n Peer Review](https://www.ce-strategy.com/the-brief/humain-peer-review/) - AI in peer review. The AI-ification of Google Search and Scholar. The Oawakening of cOAlition S - [Capped](https://www.ce-strategy.com/the-brief/capped/) - NIH proposes APC caps, journals require Gold OA for compliance, “Google Zero” concerns - [Gateway(s)](https://www.ce-strategy.com/the-brief/gateways/) - Wiley’s new AI offerings, journals backflip from S2O, giant journals, manifestos, OUP buys Karger - [Outliers](https://www.ce-strategy.com/the-brief/outliers/) - Will HHMI’s new preprint policy have any impact on the larger market? 85% of marketers use GenAI tools. - [Resilience ](https://www.ce-strategy.com/the-brief/resilience/) - Despite threats of tariffs, APC caps, and funding cuts, the journals market remains resilient (so far) - [Normalizing](https://www.ce-strategy.com/the-brief/normalizing/) - Impact Factors return to “normal”, NIH’s public access policy begins, AI court rulings, Wiley's mojo - [Copywrong](https://www.ce-strategy.com/the-brief/copywrong/) - Retreat in fed copyright support just as AI fair-use fight ramps up? AI search tools come to scholcomm - [Zero Minus Six](https://www.ce-strategy.com/the-brief/zero-minus-six/) - The NIH accelerates the Nelson Memo, letters sent to journals, and China moves forward - [Value Transfer](https://www.ce-strategy.com/the-brief/value-transfer/) - New lawsuit challenges the Big Deal, more US chaos, more AI impacts, bioRxiv moves house - [Flooding the Zone](https://www.ce-strategy.com/the-brief/flooding-the-zone/) - A flurry of orders. Ebooks and the subscriptionization of everything. Editorial services consolidation. - [Chaos](https://www.ce-strategy.com/the-brief/chaos/) - Chaos rules. Nelson Memo dead? Probably. Morressier + Molecular Connections. OA beyond the APC. - [Throttled](https://www.ce-strategy.com/the-brief/throttled/) - Link throttling, AI require new content + marketing strategies,Sage/MAL, ONOS, final public access plans - [Uncertainty](https://www.ce-strategy.com/the-brief/uncertainty/) - Will the Nelson Memo survive? MIT Press builds an open science research agenda. eLife loses its JIF. Is the conversation moving to Bluesky? - [Going Meta](https://www.ce-strategy.com/the-brief/going-meta/) - Facebook has a new company name that will be familiar to readers of The Brief. Wiley continues to fill out its services portfolio, with acquisitions of Knowledge Unlatched and eJournalPress. Meanwhile, ResearchGate strikes new deals for OA content and Martin Eve and Anthony Cond provide a look at the state of play for OA monographs. The flurry of M&A activity in 2021 continues. - [Pangaea](https://www.ce-strategy.com/the-brief/pangaea/) - Is Elsevier creating a new "supercontinent"? Why is Wiley investing so heavily in "services"? What do transformative agreements actually transform? Plus Maryland's ebook law, a new "Journal Comparison Service" from cOAlition S, Inside Higher Ed acquired by THE, Plus NEJM launches a new title and other Briefly Noted stories. - [Dogfooding](https://www.ce-strategy.com/the-brief/dogfooding/) - Should SPARC eat its own (transparency and openness) dog food? Robert-Jan Smits returns! Plus upheaval at OSTP, NIH’s new open data policy is not that open, and a verdict for the ResearchGate lawsuit. - [Fragmentation](https://www.ce-strategy.com/the-brief/fragmentation/) - Publishers navigate sanctions in a increasingly fragmented market. BOAI at 20: new recommendations. A new Plan S toolkit and much more... - [The Permanent Record](https://www.ce-strategy.com/the-brief/the-permanent-record/) - Meeting presentations are increasingly being recorded and made available in perpetuity. But do some things work better when ephemeral? CCC’s purchase of Ringgold, Wiley signs on to DORA, and more - [Transformative?](https://www.ce-strategy.com/the-brief/transformative/) - cOAlition S reports on and revises its Transformative Journal requirements. When is an open data policy not an open data policy? And a look at the vanishing species known as the “postdoc.” - [Brand Extension](https://www.ce-strategy.com/the-brief/brand-extension/) - The Lancet’s long-term strategies come to fruition. Clarivate simultaneously expands and reduces the impact factor. Is disruption needed for success? - [Zero Embargo](https://www.ce-strategy.com/the-brief/zero-embargo/) - This special single-topic issue of The Brief analyzes the recent public access policy issued by the US Office of Science and Technology Policy - [Narnia](https://www.ce-strategy.com/the-brief/narnia/) - Silverchair announces a major investment from Thompson Street Capital Partners (TSCP). The central tension in OA publishing comes to the fore with the resignation of four editors of a prominent journal. The new OSTP open science policy continues to dominate the conversation. Firms focusing on Author Experience (AX) are gaining competitive advantage over those that are moving more slowly. - [Journalesque](https://www.ce-strategy.com/the-brief/journalesque/) - eLife’s bold experiment, a look into Springer Nature’s financial performance, the new Journals Comparison Service, and an OSTP Nelson Memo update - [Services Services Services](https://www.ce-strategy.com/the-brief/services-services-services/) - Wiley spins off its services business, MDPI’s relentless optimization continues, the UN’s SDGs provide growth, and RELX holds an investor seminar. - [Chat](https://www.ce-strategy.com/the-brief/chat/) - What does ChatGPT mean for scholarly communications? Plus, Springer Nature’s new acquisitions and NASA’s public access policy - [End of a Bargain](https://www.ce-strategy.com/the-brief/end-of-a-bargain/) - Springer Nature ends PMC deposits, NIH's public access policy, cOAlition S ends transformative support, RRS, gender diversity on editorial boards, AI authorship - [Not So Special](https://www.ce-strategy.com/the-brief/not-so-special/) - It is difficult but not, as it turns out, impossible to lose $400M in a single day in scholarly publishing - [VUCA](https://www.ce-strategy.com/the-brief/vuca/) - We may have come across the right name for the current era of scholarly communications - [Diamond](https://www.ce-strategy.com/the-brief/diamond/) - The EU’s Diamond OA aspirations, OA policy impacts begin, and fake claims about fake research - [Untransformed](https://www.ce-strategy.com/the-brief/untransformed/) - Transformative Journals get delisted, China’s quality rises, and supercontinents evolve - [Control-F Bomb](https://www.ce-strategy.com/the-brief/control-f-bomb/) - Congress takes aim at the Nelson Memo, cOAlition S frowns at APCs, editors revolt, a new JIF crop is harvested. - [Progress](https://www.ce-strategy.com/the-brief/progress/) - Has Frontiers and MDPI’s growth slowed? AI integration arrives in every bibliometric tool - [Out of Reach](https://www.ce-strategy.com/the-brief/out-of-reach/) - Elsevier and Germany strike a new deal, but is it fair for their society journals? ACS buys ChronosHub and introduces the ADC, Plan S turns 5. - [Strategic Combination](https://www.ce-strategy.com/the-brief/strategic-combination/) - De Gruyter acquires Brill and a look at the complexities of social media marketing - [Dress Rehearsal](https://www.ce-strategy.com/the-brief/dress-rehearsal/) - OpenAI is not-for-profit governance story. OSTP economic analysis? A new proposal from cOAlition S - [Gemini](https://www.ce-strategy.com/the-brief/gemini/) - Google’s Gemini AI ingests the OA literature, Wiley’s new DEAL deal, farewell to Hindawi - [Peak Special Issue?](https://www.ce-strategy.com/the-brief/peak-special-issue/) - Research integrity’s costs, OA’s non-oligopoly, and publishers are good at publishing - [Rats!](https://www.ce-strategy.com/the-brief/rats/) - Research integrity goes mainstream, US OA policy updates, RELX results, Fair Use and AI - [PeerJ Exits](https://www.ce-strategy.com/the-brief/peerj-exits/) - PeerJ sells out, Congress lets OSTP off the hook, and the year in eLife & cOAlition S - [Cancelled Check](https://www.ce-strategy.com/the-brief/cancelled-check/) - Funders’ pull the rug out from under OA business models, Gates “U”-turns to preprints - [Traffic Stop](https://www.ce-strategy.com/the-brief/traffic-stop/) - Will AI end journal traffic? Negativity in AI training. JACC & The Lancet’s transfers - [(No) Impact Statement](https://www.ce-strategy.com/the-brief/no-impact-statement/) - OSTP’s incomplete financial analysis, NIH speeds up the OA transition, is AI producing bullsh*t? - ["Big Five"](https://www.ce-strategy.com/the-brief/big-five/) - Fuzzy numbers muddle analyses, Brands have always mattered, Survey says... journals valued - [Retrenchment](https://www.ce-strategy.com/the-brief/retrenchment/) - 2024’s major market shift, Congress and researchers unhappy with open science policies - [Third Time is a Charm?](https://www.ce-strategy.com/the-brief/third-time-is-a-charm/) - Will Springer Nature’s 3rd IPO attempt prove successful? S2O runs into turbulence. CDPs heat up in ScholComm. A class action suit against scholarly publishers? - [End-to-End](https://www.ce-strategy.com/the-brief/end-to-end/) - Silverchair buys ScholarOne. Springer Nature IPOs at last. Clarivate puts journals on hold. A Plan S epilogue - [Warning](https://www.ce-strategy.com/the-brief/the-brief-2/) - Springer Nature prepares for an IPO, issuing a warning to investors on future regulatory changes related to OA. EUA's Big Deal survey, with an eye-popping data point on APCs. An insightful analysis of OA journals that don't charge an APC. For university presses, news isn't too good. - [Cancellation](https://www.ce-strategy.com/the-brief/the-brief-3/) - NIH releases a strategic plan to accelerate biomedical and medical breakthroughs. China on track to surpass US on spending on scientific research. Two philosophies in tech: a must-read. Microsoft acquires Github - for $7.5 billion. Plus more in Technology, Science, and From Our Own Pens. - [Debunked](https://www.ce-strategy.com/the-brief/the-brief-4/) - Royal Society of Chemistry and MIT have inked the first US "publish and read" agreement. Edwards Brothers Malloy closes its doors after 125 years in the printing business. China gets serious about policing research misconduct. Plus more in Higher Education, Technology, and From Our Own Pens. - [Standoff](https://www.ce-strategy.com/the-brief/the-brief-5/) - Elsevier acquires Aries Systems, Elsevier vs EU Consortia standoff updates, and NGC closes. Higher education's growing priority to put quantity over quality. McKinsey & Company demystifies blockchain. Plus more in Higher Education, Technology, and From Our Own Pens. - [Plan S](https://www.ce-strategy.com/the-brief/the-brief-6/) - cOAlition S (a coalition of 11 research European funding agencies) announced policy to publish under CC-BY license and make research openly accessible immediately. Crazy Rich...publishers, Paywall: The Business of Scholarship is coming to a college near you. Google launches freely available datasets. Plus more in Higher Education, Technology, and From Our Own Pens. - [Chit Chat](https://www.ce-strategy.com/the-brief/the-brief-7/) - Much discussion on Plan S, as expected at the many industry conferences last month, and Plan S architect travels to US to solicit support from policymakers. Hoax articles accepted for publication. Memorial Sloan Kettering chief medical officer failed to disclose conflicts of interest. Plus more in Higher Education, Technology, and From Our Own Pens. - [Momentum](https://www.ce-strategy.com/the-brief/the-brief-8/) - Wellcome Trust and Bill & Melinda Gates Foundation align OA policies with Plan S. US government reviewing current OA policies. Scientists pushing back on Plan S. One-third of all journals are now predatory OA titles. Plus more in Higher Education, Technology, and From Our Own Pens. - [Respite](https://www.ce-strategy.com/the-brief/the-brief-9/) - US and Canada won't sign onto Plan S. Publishing work of a scientific villain. Gibran, Hemingway, Frost - new creative works in the public domain. Plus much more in Higher Education, Technology, and From Our Own Pens. - [APE 2019: Fireworks](https://www.ce-strategy.com/the-brief/the-brief-10/) - APE 2019 and Plan S, too many updates to summarize. Deal between Wiley and Projekt DEAL, still awaiting updates. Textbook rentals, AI and autonomous vehicles, and climate change policies. - [A New DEAL](https://www.ce-strategy.com/the-brief/the-brief-11/) - Wiley and Projekt DEAL "publish and read" deal publicly released. UC terminates deal with Elsevier. EU finalizes its copyright directive. Opportunity, the Mars rover, sends its final transmission. Plus more. - [Two for One](https://www.ce-strategy.com/the-brief/the-brief-12/) - Elsevier's contract with Norway lapses, continuing global pressure for publish and read deals. Drinking and reading, the Boston Public Library is serving literary-themed cocktails. Duke University settles its research fraud lawsuit with the federal government, paying $112.5 million; the whistle-blower's payment - about $33 million. Proposed science funding cuts, and more in Higher Education, Technology, and From Our Own Pens. - [Not Broken](https://www.ce-strategy.com/the-brief/the-brief-13/) - Get a sneak peek of the ASH report on peer review attitudes and perspectives. bioRxiv shows strong growth, particularly in neuroscience and bioinformatics. Scientists develop first-ever image of a black hole. Plus much more in Publishing, Higher Education, Technology, and From Our Own Pens. - [Guardrails](https://www.ce-strategy.com/the-brief/the-brief-14/) - medRxiv has launched. European Big Deals Survey Reports has been released, and OA topics are centerstage. Marshall Breeding's library system report also has been released. Plus more in Higher Education, Technology, and From Our Own Pens. - [Another DEAL](https://www.ce-strategy.com/the-brief/the-brief-15/) - Projekt DEAL and Springer Nature's Publish and Read deal. Researchers spend as much time searching for articles as they do reading them. Current state of library negotiations with larger commercial publishers. MIT Media Lab's director departs amid ties to Epstein. And much more. - [Coercion](https://www.ce-strategy.com/the-brief/the-brief-16/) - Coercive citation in academic publishing. The Journal Blacklist now includes 12,000+ titles. GSW acquires Lithosphere, the evolution of open access megajournals, personalized research discovery tools, and much more. - [Tipping Point](https://www.ce-strategy.com/the-brief/the-brief-17/) - Open access tipping point? Like "print will be dead" predictions, the future of OA is taking many turns. India isn't joining the Plan S coalition. Lackluster reception of Plan S and logistical complications of geowalling. MIT's framework for publishing contracts. - [Executive Order?](https://www.ce-strategy.com/the-brief/the-brief-18/) - Rumored update to the Holdren Memo. Springer Nature tries again with IPO. Plan S compliance through "transformative journals." Five publishers announce new service to simplify access to full-text articles. Demographic meltdown in college enrollments. And more. - [APE 2020: Plan S Revisited](https://www.ce-strategy.com/the-brief/the-brief-19/) - APE 2020 highlights - geopolitical tensions, open access models, and open research data. Sci-Hub under investigation. Personal privacy and student tracking apps. Springer Nature IPO. And more. - [Outbreak](https://www.ce-strategy.com/the-brief/the-brief-20/) - The coronavirus - a public health story, a science story, a political story, and a human-interest story. Preprint servers' role in communicating the latest research. Making federally funded research freely accessible is put on hold. RELX releases its annual report. - [Black Swan](https://www.ce-strategy.com/the-brief/black-swan/) - Coronavirus affects scholarly publishing, causing cancellations and postponements of publishing events. A new word enters the lexicon, WFH (Work from Home). Chinese government announces policy shift in research assessment - a "representative works" model. - [The Whirlwind](https://www.ce-strategy.com/the-brief/the-whirlwind/) - Will things go back to normal? Budget cuts and furloughs, labs and fieldwork at a standstill, and accelerated change in higher education. COVID-19 research explodes, and most Springer Nature journals will join Plan S. - [Back to Business](https://www.ce-strategy.com/the-brief/back-to-business/) - Business outlook post-pandemic. Overflow of research, the speed of preprints, and the decline of women's scholarly production. cOAlition S transparency rules. - [Lancet-gate](https://www.ce-strategy.com/the-brief/lancet-gate/) - COVI-19 research scandals, accommodating budgets and reducing publishers' fees, and openness of scholarly communications. Dealmaking in scholarly publishing. UCL and Springer Nature make a deal, MIT and Elsevier end negotiations, and OSU and Taylor & Francis enter into read and publish agreement. - [End of an Era](https://www.ce-strategy.com/the-brief/end-of-an-era/) - HighWire Press, once the most prominent start-up in scholarly communications is sold to MPS for a stunningly low sale price. cOAlition S pens letter to publishers, providing several paths to compliant OA. The European Research Council is pulling out of Plan S. And more. - [Seeking a Vaccine for Fake News](https://www.ce-strategy.com/the-brief/seeking-a-vaccine-for-fake-news/) - Bill Gates interview with Steven Levy, says most COVID-19 tests in the US “are completely garbage” and social media is a “poisoned chalice.” But he's optimistic, placing his bets on massive innovation. A new library consortium in Texas, free access to scientific literature during the pandemic, and more. - [Lion Tamer?](https://www.ce-strategy.com/the-brief/lion-tamer/) - The Springer Nature and ResearchGate pilot project on making proprietary content openly accessible is a success. Open access (OA) publications are disappearing from the Internet. Making changes to peer review process, maximizing revenues through the SME market, and academics tweeting about preprints. - [A World Elsewhere](https://www.ce-strategy.com/the-brief/a-world-elsewhere/) - PLOS announces Community Action Publishing (CAP) and seeks to move two highly selective Gold open access (OA) journals. Springer Nature cancels its IPO, but intends to offer Plan S across its entire journal portfolio. Wiley launches Natural Sciences, a broad-scope journal for authors affiliated with Projekt DEAL. - [Gobsmacked](https://www.ce-strategy.com/the-brief/gobsmacked/) - Springer Nature’s extensive efforts to cooperate with open access (OA) mandates, including their new Nature Gold OA program (and its accompanyin $12,000 APC). cOAlition S’s inadequate Journal Checker Tool. The growth in the scientific literature during the pandemic, an AI tool for summarizing research papers, and more. - [Avoidance of Doubt](https://www.ce-strategy.com/the-brief/avoidance-of-doubt/) - The Plan S Rights Retention Strategy (RRS) has raised concerns among publishers, including many notable open access publishers. Elsevier follows Nature's lead in announcing APC pricing for its flagship Cell portfolio (hint: not cheap). Ithaka S+R releases an extensive survey of library directors. eLife announces it will only review preprints. - [Multiple](https://www.ce-strategy.com/the-brief/multiple/) - An important albeit rarely invoked maxim is that if someone offers you a 7-times multiple of revenue for your publishing company, you take the deal. The more salient question is, Why would Wiley pay $298 million for a $40 million journal publisher with no recurring revenues? In this issue we explore the Wiley-Hindawi deal, the Plan S Rights Retention Strategy, a takeover of a journal by "rogue editors," the rise of newsletter services, and other topics. - [S2O](https://www.ce-strategy.com/the-brief/s2o/) - Subscribe to Open (S2O) is an emerging OA model that is attracting attention — but for authors with funder mandates, submitting to a S2O may create a "Schrödinger’s cat" situation. Plus: PLOS's new journals, CAS's journal watch list, RIP Microsoft Academic Search, the STM Article Sharing Framework, and more. - [The Missing Elephant](https://www.ce-strategy.com/the-brief/the-missing-elephant/) - Clarivate's acquisition of ProQuest is front and center in this issue. We also discuss PLOS's latest business model, Clarivate's new metrics, abuse of CC-BY licenses, 15th Century manuscript production, and more. - [Citation Advantage?](https://www.ce-strategy.com/the-brief/citation-advantage/) - You might think that after 130 studies on the subject, we’d have consensus on the effect that open access (OA) publishing has on an article’s citation performance. Alas, the picture is far from clear. In addition to probing OA citation advantage (OACA) we discuss the likelihood that Plan S "transformative journals" will meet targets, the impact of cancelling Big Deals on researchers, the impact of transformative agreements on societies, and more. - [The Subscriptionization of Everything](https://www.ce-strategy.com/the-brief/the-subscriptionization-of-everything/) - Pearson+ turns the textbook into a subscription. But how do the economics work and is something similar viable in scholarly publishing? Also, UKRI's OA policy is released, PeerJ pivots, a many tentacled Octopus seeks to disrupt scholarly publishing, and "tortured phrases" are appearing in the scholarly literature signaling the use of (not very good) automated translation software. - [Special Issue](https://www.ce-strategy.com/the-brief/special-issue/) - The secret behind MDPI’s extraordinary growth, Plan S’s unusual theory of pricing, Sci-Hub reboots (and seeks donations), preprints become a more accepted part of the scientific and scholarly workflow, supply chains for books hit snarls, M&A accelerates, and more. - [California Dreaming](https://www.ce-strategy.com/the-brief/california-dreaming/) - We talk a lot about the “Buckets of Money” problem at C&E. It is frequently said that there is enough money “in the system” to transition globally to open access (OA). The problem is that the money is in the wrong buckets. In this issue we explore the landmark Elsevier-University of California "transformative deal" and how UC has attempted to solve the buckets of money problem. We also discuss the Plan S Right Retention Strategy, Google Scholar's new "public access" feature, and other topics. ## Reports - [Scholarly Journals Market Trends 2024](https://www.ce-strategy.com/reports/scholarly-journals-market-trends-2024/) - [International STM Publishing in China: State of the Market Report 2023](https://www.ce-strategy.com/reports/international-stm-publishing-in-china-state-of-the-market-report-2023/) - [C&E OA Monograph Supply Chain Mapping Report](https://www.ce-strategy.com/reports/ce-final-oa-monograph-supply-chain-mapping-report-released/) ## Partners - [Mary Maloney](https://www.ce-strategy.com/partner/mary-maloney/) - [Charlotte Talmage](https://www.ce-strategy.com/partner/charlotte-talmage/) - [Nicko Goncharoff](https://www.ce-strategy.com/partner/nicko-goncharoff/) ## Tags - [academia](https://www.ce-strategy.com/tag/academia/) - [associations](https://www.ce-strategy.com/tag/associations/) - [business models](https://www.ce-strategy.com/tag/business-models/) - [conferences](https://www.ce-strategy.com/tag/conferences/) - [COVID-19](https://www.ce-strategy.com/tag/covid-19/) - [meetings](https://www.ce-strategy.com/tag/meetings/) - [scholarship](https://www.ce-strategy.com/tag/scholarship/) - [scientific meetings](https://www.ce-strategy.com/tag/scientific-meetings/) - [open access](https://www.ce-strategy.com/tag/open-access/) - [funder mandates](https://www.ce-strategy.com/tag/funder-mandates/) - [STM publishing](https://www.ce-strategy.com/tag/stm-publishing/) - [journals](https://www.ce-strategy.com/tag/journals/) - [scientific publishing](https://www.ce-strategy.com/tag/scientific-publishing/) - [disruption](https://www.ce-strategy.com/tag/disruption/) - [technology](https://www.ce-strategy.com/tag/technology/) - [Publishing Services Agreements](https://www.ce-strategy.com/tag/publishing-services-agreements/) - [Marketing](https://www.ce-strategy.com/tag/marketing/) - [MarTech](https://www.ce-strategy.com/tag/martech/) - [Customer Experience](https://www.ce-strategy.com/tag/customer-experience/) - [Author Experience](https://www.ce-strategy.com/tag/author-experience/) - [China](https://www.ce-strategy.com/tag/china/) - [China publishing](https://www.ce-strategy.com/tag/china-publishing/) - [China research assessment reforms](https://www.ce-strategy.com/tag/china-research-assessment-reforms/) - [China research](https://www.ce-strategy.com/tag/china-research/) - [China journal recommendation lists](https://www.ce-strategy.com/tag/china-journal-recommendation-lists/) - [China journal warning lists](https://www.ce-strategy.com/tag/china-journal-warning-lists/) - [Chinese Academy of Sciences International Journal Early Warning List](https://www.ce-strategy.com/tag/chinese-academy-of-sciences-international-journal-early-warning-list/) - [CAS EWL](https://www.ce-strategy.com/tag/cas-ewl/) - [CAS Early Warning List](https://www.ce-strategy.com/tag/cas-early-warning-list/) - [Audience Strategy](https://www.ce-strategy.com/tag/audience-strategy/) - [Campaign Planning •](https://www.ce-strategy.com/tag/campaign-planning/) - [Audience Strategy •](https://www.ce-strategy.com/tag/audience-strategy-2/) - [Marketing Analytics •](https://www.ce-strategy.com/tag/marketing-analytics/) - [transformative agreement](https://www.ce-strategy.com/tag/transformative-agreement/) - [Artificial Intelligence](https://www.ce-strategy.com/tag/artificial-intelligence/) - [transformative agreements](https://www.ce-strategy.com/tag/transformative-agreements/) - [Digital Transformation](https://www.ce-strategy.com/tag/digital-transformation/) - [Change Management](https://www.ce-strategy.com/tag/change-management/) - [Author Communications](https://www.ce-strategy.com/tag/author-communications/) ## Transaction Types - [Publishing Services Agreements](https://www.ce-strategy.com/transaction-type/psa/) - [M&A](https://www.ce-strategy.com/transaction-type/m-a/) ## Service Categories - [Strategic and Operational Guidance](https://www.ce-strategy.com/service_category/strategic-and-operational-guidance/) - [Marketing, Digital, & Customer Experience](https://www.ce-strategy.com/service_category/marketing-and-cx/) - Guidance and support to build an organization benefits from a modern marketing and customer experience focus. - [Research and Insight](https://www.ce-strategy.com/service_category/research-and-insight/) - [Product Development](https://www.ce-strategy.com/service_category/product-development/) ## Case Categories - [Publishing Services Agreements](https://www.ce-strategy.com/case_category/ps_rfps/) - [Market Research and Intelligence](https://www.ce-strategy.com/case_category/market-research-and-intelligence/) - [Product Development](https://www.ce-strategy.com/case_category/product-development/) - [Strategic and Operational Guidance](https://www.ce-strategy.com/case_category/strategic-and-operational-guidance/) - [Marketing and Customer Experience (CX)](https://www.ce-strategy.com/case_category/marketing-and-customer-experience-cx/)