“One consensus view that emerged from the conversations was that APCs (Article Processing / Publishing Charges) are a barrier to participation in OA publishing for authors in every region. This was in line with the global views OASPA has been gathering that were shared earlier this year.
OASPA notes a raft of evidence and views supporting the problematic nature of the APC, from this 2020 commentary to this 2022 review and this 2022 study stating that open access is leading to closed research.
OASPA also notes this 2019 blog post that asserts “unfairness lies at the core of the APC problem”, and talks about particular disadvantages to scholars based in the Global South. This 2020 study examining content published by US-based researchers between 2014 and 2018 in over 25,000 academic journals reveals that, in general, the likelihood for a scholar to author an APC-OA article “increases with male gender, employment at a prestigious institution, association with a STEM discipline, greater federal research funding, and more advanced career stage (i.e., higher professorial rank).” Meanwhile, we know that authors from the Global South are underrepresented in journals charging APCs from this study in December 2021.
The APC model, and publisher deals that rely on APC-based computation, are therefore in danger of reinforcing a pattern of exclusive participation in open access. OA done this way leaves out the vast majority of the world’s researchers….
In other words, if APCs are inequitable, then so are fully-OA agreements (pure-publish) and transformative agreements (Read & Publish) when these are struck without principles of global inclusion and equity at their core….”
“On 3rd March 2023, all thirteen “Ivy plus” library directors in the USA published an open letter in support of new ways of publishing journal articles, moving away from article processing charges (APCs) and read-and-publish models. These models are increasingly seen as outdated as they reinforce inequities in scholarly publishing. In particular these models typically move the paywall from the reader to the author which excludes many authors in the global South.
The UK is already unusual in its over-reliance on read-and-publish agreements to achieve open access. We have a chance now to align with key partners internationally. If we agree with the principles outlined by the Ivy Plus library directors then a natural next step is to stop negotiating with Springer Nature, and other legacy publishers. This would allow us to spend time and money on collaborating internationally on more valuable activities like building and maintaining ethical approaches to scholarly publishing. These new approaches include developing our own infrastructure, diamond open access journals and other promising models such as Subscribe to Open. These approaches should ensure that our work is freely available for all to read and that authors do not need to pay to publish their work….”
“EDP Sciences and the Société de Mathématiques Appliquées et Industrielles (SMAI) are delighted to announce that their Subscribe to Open (S2O) model for open access publication of six mathematics journals* has been successfully supported by the library community for another year, allowing the journals to continue to be published in open access in 2023….”
“The Canadian Research Knowledge Network (CRKN) and University of Toronto Press (UTP) are very pleased to announce an innovative partnership for access to the Journal of City Climate Policy and Economy through the Subscribe to Open model. The Journal of City Climate Policy and Economy publishes timely, evidence-based research that contributes to the urban climate agenda and supports governmental policy towards an equitable and resilient world. Through this partnership, CRKN members will gain access to critical climate research and support the open access dissemination of this research without any cost to authors.
Subscribe to Open is an equitable access model that offers a wide range of benefits to researchers, libraries, and the community at large. Institutional subscribers access the content through subscription, as with a regular subscription model. What is unique to the model is that once an annual subscription threshold is met, the volume year becomes open access and available to researchers, policymakers, and urban practitioners globally. University of Toronto Press launched the Journal of City Climate Policy and Economy in October 2022 based upon this model….”
“Knowledge Unlatched (KU), a Wiley brand, is pleased to share the results of its 2022 pledging round, which ended in December 2022 and once again saw hundreds of libraries worldwide pledge support for OA book and journal collections offered by KU and its partners.
Overall, about 283 books will be made available OA in 2023. These include 184 books from the KU Select 2023 HSS Books Collection, two Focus Collections—Climate Change and Global Health—and around 99 books from KU’s partner collections. In addition, KU will support the publication of 700 peer-reviewed blog posts and 10 videos. KU’s efforts also contributed to the sustainability of 52 journals thanks to the successful continuation of 4 Subscribe-to-Open (S2O) partnerships and an additional 4 journals from the final year of the KU Select Journals collection. Additionally, over 200 additional books were made OA last year through KU Open Services—a service that helps publishers make titles OA on a title-by-title basis. KU expects similar numbers in 2023, bringing the combined number of books expected to be published OA via KU in 2023 to nearly 500….”
Under the new UKRI open access policy, all peer-reviewed research and review articles that acknowledge funding from UKRI or any of its councils submitted after 1 April 2022 need to be published open access (OA) immediately, without embargo, under a CC-BY licence, either by the publisher making the final Version of Record (VoR)1 OA, or by allowing authors to self-archive the Version of Record (VoR) or the Author Accepted Manuscript (AAM)2 in a repository. Although publishing an article OA in a hybrid journal is compliant with UKRI’s OA policy, UKRI will not cover the payment of Article Processing Charges (APCs) for hybrid journals, unless the journal is included in a Transitional Agreement with the author’s affiliated institution, or if it meets the sector’s criteria for transformative journals. UK institutions, working through Jisc support several strategies to transition subscription, paywalled content to OA. We aim to provide equitable and tailored paths to transition for smaller, not for profit publishers so that all authors have ubiquitous access to compliant routes to publish and provide a rapid transition to OA. At the same time funds are limited and must support the broadest choice for authors and return the best value from public money. This document sets out a series of options through which small and learned society publishers can offer models that are compliant with UKRI’s funding policy. The models are summarised in the table below and it is likely that more models will emerge throughout the transition.
“Long form scholarly works, such as monographs, book chapters and edited collections, will become in scope of the new UKRI open access policy if published after 1 January 2024. UKRI is developing a dedicated fund to support these new requirements.
A variety of publishing models already exist to help cover the cost of publishing open access. However, many publishers have already introduced the Chapter Processing Charge (CPC) as their preferred publishing model, and similarly to the Book Processing Charge (BPC) model, there are concerns that the CPC model will not scale with this limited fund….
The inclusion of book chapters in the UKRI open access policy raises a number of issues that must be resolved prior to policy launch:
Where book chapters contain a UKRI funder acknowledgement, but the edited works that they are contained within do not, the individual book chapters must be made open access (OA) within 12 months of publication. This applies to each chapter, if more than one chapter acknowledges funding
If the whole edited work acknowledges funding, then the policy applies to the whole book, even if book chapters acknowledge different UKRI funding
Chapters in edited works from born OA publishers and those made OA via a subscribe to open or community driven (diamond) models would be compliant…”
“This year’s Charleston Hub (again) included a significant focus on open access (OA) from the perspectives of both the publisher and library communities. The advent of the OSTP’s Nelson Memo is driving hope, change, and concern. With these impressions still fresh in my mind, I thought I’d share some of my key takeaways….
Given…the broader concern that zero-embargo posting of accepted manuscripts is simply not sustainable, many publishers are accelerating OA plans, preparing to enter into OA Agreements when they have not previously done so and moving beyond APC-only models….
Academic libraries are genuinely worried that they will be expected to pay for increased OA fees and to manage OSTP required mandates without additional resources. The OA Agreements they have entered into with publishers were generally designed and modeled around corresponding authors from a given institution, not all authors. The existing agreements were not designed to carry this additional load. New modeling is needed, as is broader adoption of persistent identifiers (PIDs) and enhanced author workflows….”
“The Journal of City Climate Policy and Economy (JCCPE) is available through a Subscribe to Open model in an effort to achieve the goals of broad dissemination of content valued by scholars and researchers….
Subscribe to Open (S2O) is a sustainable and equitable business model that offers a wide range of benefits to researchers, libraries, and the community at large. Institutional subscribers access the content through subscription, as with a regular subscription model. What is unique to the model is that once an annual subscription threshold is met, the volume year becomes available as open access. This makes the content available to all without any cost to authors….”
“Following a year of research and community engagement funded by a planning grant from the Mellon Foundation’s Public Knowledge Program, Project MUSE is preparing a Subscribe to Open (S2O) offer across multiple journal titles and participating publishers that will begin with the 2025 calendar year subscription term.
With more than 700 current journals in the humanities and social sciences on its platform, from close to 200 non-profit publishers, Project MUSE is uniquely positioned to develop and deploy a Subscribe to Open business model at scale. The collective support of an S2O offer by MUSE’s community of thousands of libraries worldwide has the potential to equitably open a wealth of vital scholarship, in disciplines frequently not well served by other open access (OA) models.
S2O is an equitable alternative to “author-pays” OA models, expanding both author and reader access. The S2O model works by converting traditional gated subscriptions into annual payments that make open journals sustainable. Eliminating financial barriers for authors and readers is a major step forward and a foundational imperative to achieving an equitable, just, and inclusive world….”
The Subscribe to Open (S2O) Community of Practice is an informal collective of over forty pro-open publishers, libraries, consortia, funders, service providers, and other stakeholders committed to providing equitable and economically sustainable OA publishing. The S2O Community of Practice welcomes the US Office of Science and Technology Policy (OSTP) memorandum on ensuring free, immediate, and equitable access to federally funded research.
Abstract: Commonly used data citation practices rely on unverifiable retrieval methods which are susceptible to “content drift”, which occurs when the data associated with an identifier have been allowed to change. Based on our earlier work on reliable dataset identifiers, we propose signed citations, i.e., customary data citations extended to also include a standards-based, verifiable, unique, and fixed-length digital content signature. We show that content signatures enable independent verification of the cited content and can improve the persistence of the citation. Because content signatures are location- and storage-medium-agnostic, cited data can be copied to new locations to ensure their persistence across current and future storage media and data networks. As a result, content signatures can be leveraged to help scalably store, locate, access, and independently verify content across new and existing data infrastructures. Content signatures can also be embedded inside content to create robust, distributed knowledge graphs that can be cited using a single signed citation. We describe real-world applications of signed citations used to cite and compile distributed data collections, cite specific versions of existing data networks, and stabilize associations between URLs and content.
“The Subscribe to Open (S2O) Community of Practice is an informal collective of over forty pro-open publishers, libraries, consortia, funders, service providers, and other stakeholders committed to providing equitable and economically sustainable OA publishing. The S2O Community of Practice welcomes the US Office of Science and Technology Policy (OSTP) memorandum on ensuring free, immediate, and equitable access to federally funded research.
Achieving OSTP’s objectives will require multiple economic models, not just those that rely on article processing charges. Subscribe to Open is capable of opening a vast corpus of research output across all disciplines, including the social sciences and humanities, from society, nonprofit, university, and commercial publishers.
Subscribe to Open uses established market processes and accepted incentive structures to coordinate support for all types of open scholarship, including journals and monographs. S2O motivates subscribers to participate by making OA contingent on their ongoing support, in combination with exclusive incentives that make participation in their economic self-interest. The model distributes open access support costs broadly and equitably by converting subscriptions into stable, cost-neutral sources of open support.
The members of the S2O community are eager to engage with US federal funding agencies to identify policies that encourage varied, robust, and equitable economic models for disseminating open research….”
“The partners of the “Accord national pour l’accès ouvert en France” (National Open Access Agreement in France) are delighted to announce that they have renewed the agreement for a further five-year term until 31 December 2026. The Ministère de l’Enseignement supérieur et de la Recherche (the French Ministry of Higher Education and Research – MESR), the Couperin consortium, the Agence bibliographique de l’enseignement supérieur (Abes) and EDP Sciences confirm they will continue to work closely to support open access publication of French research.
The Subscribe-to-Open (S2O) open access model plays a more prominent role this time and is quickly becoming an important pillar of the agreement. Several journals participating in the agreement are owned by learned societies which support S2O. For example, the Société de Mathématiques Appliquées et Industrielles ( SMAI) with which EDP Sciences publishes a number of maths journals. Astronomy & Astrophysics is another high-profile S2O journal in the agreement and additional journals will also transition to S2O in 2023.
S2O reflects an emphasis on open access models that do not rely on article processing charges (APCs). EDP Sciences was an early adopter of S2O and is pleased to see it making a positive impact in a range of contexts….”
“We are pleased to share the Subscribe-to-Open (S2O) 2022 Transparency Report. The annual report details costs and prices related to the EDP Sciences-SMAI Subscribe-to-Open program for the applied mathematics journals they co-publish.
As staunch advocates of open science, both EDP Sciences and the Société de Mathématiques Industrielles et Appliquées (SMAI) support the principle of transparency of costs and prices. The 2022 Transparency Report updates the range of metrics published in the 2021 transparency report such as evolution of subscription prices, renewal targets, publication costs, and other key measures. It also includes additional metrics such as publication statistics and subscription price per article. More detailed information is available to interested libraries on request….”