Librarian perspective: Q&A with Curtis Brundy, Associate University Librarian for Scholarly Communications and Collections at Iowa State University

“[Q:] Can you talk about the divide between Scholarly Comms Librarians and Collections Librarians and how this might be bridged?

[A:] Libraries have traditionally placed their scholarly communications and collections work in distinct organizational silos. This has meant, in many cases, that the values that inform a library’s work in scholarly communications do not actually inform the work done in collections. This is an issue of values alignment. If we care about information equity, privacy, and intellectual freedom with our scholarly communications work, then we should also care about these things with our collections work. At Iowa State, we have just adopted a new collection and open strategies policy that centers our library’s values in our collection work. We have also integrated our scholarly communications efforts with our collections efforts to eliminate organizational barriers.

It is not uncommon for US research libraries to spend close to half of their operating budget on collections and acquisitions. Aligning our scholarly communications work and values with collections helps a library to shift this spending from traditional collection procurement to open investing, which will help incentivize and support the transition to a more equitable scholarly publishing system. I believe these types of changes are becoming more common in US libraries….”

Open and Shut?: The OA interviews: Richard Gallagher, President & Editor-in-Chief, Annual Reviews

“Annual Reviews (AR) recently announced that over the next 18 months it aims to make its entire portfolio of 51 academic journals freely available under a new journal publication model known as Subscribe to Open (S2O).

Annual Reviews is a pioneer of S2O, having first trialled it in 2017 with its journal Annual Review of Public Health. A number of AR’s other journals have subsequently been converted to S2O and the publisher is now hoping to migrate its entire journal portfolio to the new model….

In light of AR’s announcement, I emailed a number of questions to the President & Editor-in-Chief of AR, Richard Gallagher. Those questions, and Gallagher’s replies, are published below….”

MSP — Publications — Subscribe to Open

“We are excited to have found an open-access model that is equitable and makes sense for mathematics. Starting with 2023, we are adopting the Subscribe to Open model for these journals:


Geometry & Topology,

Algebraic & Geometric Topology,

Algebra & Number Theory,

Analysis & PDE, and

Pacific Journal of Mathematics.

Each year, if enough subscribers continue to support the journal, that year’s articles will be published open access?—?free to read by everyone and with no author charges….”

Annual Reviews’ Subscribe To Open: From Idea To Full Adoption – The Scholarly Kitchen

“This April, Annual Reviews announced that for 2023 they will offer all 51 of their journals under the Subscribe to Open (S2O) business model, with the intention of becoming a fully open access (OA) publisher.

Three years ago, I interviewed Richard Gallagher, President and Editor-in-Chief of Annual Reviews, and Kamran Naim, Director of Partnerships and Initiatives, about the organization’s rationale for pursuing OA and the details of S2O. Since that time, I’ve kept in touch with Richard and have been intrigued by his strategy to expand the reach of S2O based on experimentation, iteration, learning, and evidence.

With this latest announcement expanding the S2O model to all of Annual Reviews’ publications, it was time to speak with  Richard again!…”

Guest Post: Open Access and the Direction Moving Forward – The Scholarly Kitchen

“Perhaps in recognition of this state of play, the BOIA Steering Committee used their recent 20th Anniversary Recommendations to help clarify the goal of open, stating that “OA is not an end in itself, but a means to other ends, above all,” the document continues, “to the equity, quality, usability, and sustainability of research.” …

After six years of thinking about scholarly communication, I’ve come to think about what needs to happen to improve this system in ways that I believe are compatible with the high-level summary recommendations of BOAI20. What I believe is that:


no author should be asked to pay
no reader should be unable to access the record
the idea of “excellence” should be incompatible with exclusivity, artificial scarcity, or any other device not pertaining directly to the soundness of a scholarly activity
authors should be rewarded for behavior such as making usable data available whenever appropriate, for engaging with flourishing modes of experiential reporting or communication, or for exhibiting a history of collegial peer feedback….”

A&A confirms open access in 2022 through Subscribe-to-Open

“Following the announcement made in October 2021 that Astronomy & Astrophysics (A&A) would move to the Subscribe-to-Open (S2O) open access model in 2022, the A&A board of directors and EDP Sciences are pleased to announce that A&A has now received the required level of support and will be published open access in 2022 under the terms of this transformative model….”

LYROpen Fair Session 2: Exploring Open Content | LYRASIS @ Aviary


There are myriad models for supporting open publications, and keeping track of all the terminology can feel overwhelming. What is the difference between green, gold and diamond OA? Is Subscribe to Open the same thing as Opening the Future? And what exactly do people mean when they talk about transformative agreements?

No one model can sustainably transition all scholarly content to open, so in this session we will attempt to remove confusion surrounding the various options being offered to libraries. In this introductory webinar the presenters will simply and clearly explain the different revenue models for supporting open content, specifically related to electronic open books and open journals, as well as provide an overview of which models are currently being supported through LYRASIS Open initiatives. Handouts will be distributed during this session as a reference guide for future decision making.

Subscribe to Open Developments from Annual Reviews – Crowdcast

“Annual Reviews developed the Subscribe to Open (S2O) business model to make valuable  scholarly content open to all – those at your institution, in your local community, and globally. 

During this online event, you will learn more about the progress that we have made so far, as well as our exciting future plans for Subscribe to Open at Annual Reviews.

We’ll start with an energetic discussion among four panelists sharing a variety of perspectives on Annual Reviews’ move to open access through Subscribe to Open. Virginia Steel, UCLA librarian, will moderate a conversation among Richard Gallagher, President and Editor-in-Chief of Annual Reviews; Curtis Brundy, a university librarian; and Tracey Mears, a researcher and professor. A live Q&A from the audience will follow the panel discussion….”

Open access through Subscribe to Open: a society publisher’s implementation

As pressures mount from global funding mandates and initiatives like Plan S, publishers are seeking sustainable solutions to transition their subscription portfolios to open access. For self-publishing societies with niche portfolios and low publication volumes, traditional transition options such as article processing charge models or transformative agreements are limited or out of reach and often involve significant financial risk. In this article, we focus on one society publisher’s implementation of Subscribe to Open (S2O): an emerging open access model that moves away from article-level charges, instead leveraging existing subscription revenues and infrastructure to achieve seamless and sustainable open access. We outline the advantages of this model for society publishers, the parameters to consider when implementing the model, the initial community response to a successful implementation and some early data highlighting the effect of the S2O model on our journals.

EDP Sciences – Support from library community for Subscribe-to-Open ensures continued open access for Mathematics titles in 2022

“EDP Sciences and the Société de Mathématiques Appliquées et Industrielles (SMAI) have announced today that six mathematics journals will continue to publish in open access under the Subscribe-to-Open (S2O) model in 2022*. This demonstrates the support from the library community for this equitable open access model which enables open access publication without article processing charges (APCs).

Last year, due to the challenging conditions brought about by the Covid-19 pandemic, the decision to publish in open access under S2O was taken based on a range of exceptional factors rather than finances alone. In 2022, we are delighted to have reached our targets at the portfolio level, and it has therefore been a straightforward decision to keep the journals open….”

LYROpen Fair Session 2: Exploring Open Content Revenue Models , 3/29/2022 11:00 AM ET

This session will explore the myriad models for supporting open publications, including the difference between green, gold and diamond OA, Subscribe to Open, Opening the Future, and transformative agreements, as well as an overview of the models currently supported through LYRASIS Open initiatives and ways to get involved.

Knowledge Unlatched Announces the Results of 2021 Pledging, Plans to Make Open Access Hundreds of New Books and Journals in 2022

Knowledge Unlatched (KU), the central platform for Open Access (OA) financing models recently acquired by Wiley, is pleased to announce the results of the 2021 pledging round, which ended in December 2021 and saw hundreds of libraries worldwide support KU’s initiatives, including 34 institutions pledging for the first time and several new publishing partners joining the KU community.

Overall, about 390 books will be published OA in 2021. These include 227 books from the KU Select 2022 HSS Books Collection and 160 books from KU’s partner collections. The Climate Change collection was particularly successful, attracting more pledges than needed and allowing KU to unlatch 25 books from that collection, five more than originally planned. In addition, KU contributed to the sustainability of 51 journals thanks to its Subscribe-to-Open (S2O) partnerships.

Visiting Program Officer for Open Models

“SPARC seeks to increase the success of funding models designed to expand open access to both readers and authors, especially collective and “conditional open” models that make open access (OA) contingent on precommitments of library support….

The SPARC Data Analysis Working Group has identified shared principles to facilitate the evaluation of open models. At the same time, there is a specific need to increase library understanding of Subscribe to Open (S2O) and other “conditional open” models that make the opening of content contingent on library participation.


To this end, SPARC seeks a Visiting Program Officer (VPO) for Open Funding Models to increase the success of innovative open sustainability models by helping libraries gain a fuller understanding and appreciation of such models….”

SPARC Announces Search for Two VPO Roles, Applications Open Through February 23 – SPARC

“SPARC is seeking two Visiting Program Officers (VPOs) to assist us with critical initiatives over the next year. The first is a VPO for Open Models, who will engage with libraries and pro-open publishers to develop programs and resources designed to increase understanding and accelerate adoption of innovative open business models. The second is the VPO for Privacy, whose role will be to educate SPARC members about emerging privacy threats facing libraries and to cultivate a community of practice to support members in developing strategies to mitigate these threats. Applications for both roles will be open until February 23rd. More details about each role, including links to the role descriptions and application are below. Please contact Val Hollister at with any questions.”