From subversive to the new normal: 25 years of Open Access

As part of Open Access Week, Simon Linacre looks at 25 years of Open Access through the lens of Dimensions to help us better understand the growth of OA over a quarter of a century.

How old is Open Access? In some ways it is as old as research itself, as at least some results have always been shared publicly. However, since the first journals were published in 1665, accessibility has been an issue, with distribution of paper journals limiting potential readership. When the internet came along, it lowered the barriers to access considerably and opened up the pathway towards Open Access. But that process has been a gradual one.

As a tutor for ALPSP and course leader for some of its industry training modules, I have to be wary of approaching topics such as Open Access. Not because it is especially contentious or difficult, but because as someone who has been involved in scholarly communications for over 20 years, it still feels relatively ‘new’ to me, whereas for most attendees it is simply part of the modern furniture of publishing.

However, as Churchill once said, the longer you can look back, the farther you can look forward, so this year’s OA Week seems as good a time as any to review how its development has progressed over the years. Luckily, in Dimensions we have a tool which can look at millions of articles, both OA and closed access, published over the last quarter of a century.

Back story

Pointing to a specific time to say ‘this is when OA started’ is difficult, as experiments with OA publishing arrived with the internet in the late 1980s and early 1990s. Perhaps the first rallying cry in support of OA came in 1994 when Stevan Harnad published his Subversive Proposal. However, in 1998 several things happened which started to shape the way OA would develop, including the setting up of a number of support networks for authors to advise how to follow the OA path, as well as the founding of the Public Knowledge Project (PKP). New tools and services introduced then started to re-engineer how academic publishing operated, which were only amplified by the global adoption of the internet.

Such developments were followed in subsequent years by major declarations from academics and institutions in support of OA, mainly from European cities starting with ‘B’ – both Budapest and Berlin were the basis for such declarations that propelled Open Access forward and firmly onto the agendas of all stakeholders. Some countries and academic cultures adopted OA principles quickly such as Brazil, however it wasn’t until the 2010s that we started to see significant policy changes in Global North countries such as the US and the UK. 

These OA policies have now not only become commonplace, but have strengthened with initiatives like Plan_S in Europe and the OSTP (or Nelson) Memo in the US driving forward the transition towards fuller OA. It feels like the rate of change has increased in the last few years, but is this true and what does the picture look like globally?

Ch-ch-ch-changes

As we can see in the chart below using Dimensions, growth in OA research article publications has been relatively steady over the last 25 years, with a steeper rise in recent years followed by a shallower rise in 2022. This can perhaps be attributed in part to the introduction of Plan_S in 2018 and the introduction of funder mandates, but also the impact of the Covid-19 epidemic which drove OA publications upwards in 2020 and 2021, not least through the avenue of OA preprints.

Figure 1: Total Open Access research articles by year. Source: Dimensions.

However, appearances can be deceptive. While the chart may seem to plot a steady increase, the 12-fold rise over 25 years is significantly faster than the four-fold rise seen from all research articles, with all OA articles now making up well over half of all articles.

Looking more closely at the type of OA article recorded on Dimensions, if we look just at Gold OA research articles over time (ie. those published in journals, typically after payment of an article processing charge (APC)), we see a similar development, albeit with a slower take off and steeper rise in recent times.

Figure 2: Gold Open Access research articles by year. Source: Dimensions.

However, if we look at Green OA research articles made available over the same period, we see a much more complex development, with higher rates of adoption in the early years of OA following a shallower trajectory before a huge spike in 2020, driven by the aforementioned pandemic. 

Figure 3: Green Open Access research articles by year. Source: Dimensions.

We can see the change more markedly below if we look at all publications (as opposed to just research articles) in more recent years, with Green and Gold running neck-and-neck until they diverged over the last decade or so. For many early proponents of Green Open Access who were opposed to the high profit margins enjoyed by many, this highlights how Green OA has failed in comparison to Gold Open Access. 

Figure 4: Gold vs Green Open Access – all publications. Source: Dimensions.

Looking ahead

What do these data tell us about the next 25 years? Perhaps the key takeaway is that shifts in behaviour of authors can be caused by concerted policymaking. Indeed, even the commitment to future mandates can be a catalyst for change as publishers prepare the groundwork quickly for upcoming changes. However, the biggest single shift towards OA happened during something wholly unforeseen (the pandemic), and as geopolitics is in its most volatile state in the whole 25 year period, maybe the biggest changes in OA are just round the corner. 

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Simon Linacre

About the Author

Simon Linacre, Head of Content, Brand & Press | Digital Science

Simon has 20 years’ experience in scholarly communications. He has lectured and published on the topics of bibliometrics, publication ethics and research impact, and has recently authored a book on predatory publishing. Simon is also a COPE Trustee and ALPSP tutor, and holds Masters degrees in Philosophy and International Business.

The post From subversive to the new normal: 25 years of Open Access appeared first on Digital Science.



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New path opens up support for humanities in OA publishing

Open Access monographs concept graphic

Can a new Open Access collection help overcome the challenges facing monographs? In the latest in our OA books series to coincide with OA Week, guest author Sarah McKee explains the case for Path to Open.

Path to Open, a new open access pilot for book publications in the humanities and social sciences, has launched its collection this month, with 100 titles covering 36 disciplines from more than 30 university presses. This represents a major and much-needed step forward for Open Access publishing in general, and for the humanities specifically.

The pilot began in January as a collaboration among university presses, libraries, and scholars. It has emerged at a moment when students, administrators, and political leaders in the United States openly doubt the value and relevance of the humanities.1 Their questions stem at least in part from a widespread misunderstanding of the term “humanities”, the disciplines it includes, and the inquiries posed by its scholars.

Such misunderstandings are perhaps not surprising. Scholarly books, often referred to as monographs, have served for decades as the primary mode for sharing research findings in the humanities but are currently distributed in ways that privilege a narrow audience.2

University presses – long-time champions and producers of monographs – have lost crucial institutional support, leaving many in difficult financial circumstances. The resulting high prices for monographs often exclude scholars, students, and others without affiliation at well-funded research libraries, and the problems multiply for those outside the established book distribution networks of North America and Western Europe.

Compared with STEM disciplines, the humanities receive little public funding for research and publication, making the move to open access much more challenging.

A commitment to finding new ways of sharing monographs drives the development of Path to Open. As Charles Watkinson and Melissa Pitts have noted, academic stakeholders “have long seen the value in investing significant resources to sustain science infrastructures that contribute to a common good. It is essential to their mission that they collaborate and invest with that same care in the crucial infrastructure for humanities research embodied by the network of university presses”.

Creating multimodal digital monographs, for many authors, is about making the humanities relevant and accessible to wider audiences who can both benefit from and contribute to scholarly production in tangible, meaningful ways. At the same, open access publication provides not only wide distribution but also a mechanism by which digital scholarship may undergo formal development and evaluation with a university press. But the ability to create open multimodal publications is itself fraught with inequity, requiring collaboration partners, expertise, and funding not yet widely available to all scholars or to their publishers.

Path to Open seeks to create an infrastructure that allows more publishers – especially small and mid-sized university presses – to experiment with open access distribution while also boosting the circulation of research from a community of diverse humanities scholars. The initiative is distinctive among open access models because, as John Sherer explains, it proposes a “compromise between the legacy model of university press publishing and a fully funded OA model”.

“A commitment to finding new ways of sharing monographs drives the development of Path to Open.”

Sarah McKee

Path to Open operates as a library subscription – administered exclusively by JSTOR – that guarantees payments of at least US$5,000 per title to participating publishers, to help offset potential losses in digital sales. With the launch of the online collection this month, presses also have the option to sell print editions of all books, as well as direct-to-consumer e-books.

A sliding scale for subscription costs provides more equitable access to libraries of varying sizes and budgets, and more than 60 libraries have joined to date, including members of the Big Ten Academic Alliance. The initial 100 titles transition to full open access by 2026, and new titles will be added in each of the following three pilot years to reach an expected total of 1,000 open access books by 2029.

The model aims to reduce financial risk for presses while also acknowledging lingering hesitation about open access publication within the humanities community. As John Sherer finds, many authors fear that “an OA monograph would be viewed less favorably than a traditional print monograph would in the tenure and promotion review process”.

Monographs take years to produce, and they function quite differently from journal articles in the scholarly ecosystem. Many of these books maintain their relevance for years, even decades, past the original publication date. Over the life of the pilot, JSTOR will track various usage metrics for all titles in the collection both before and after the transition to open access.

The partnership with JSTOR provides a unique opportunity to gather data in a controlled environment, with hopes of gaining much-needed insights into the behavior of readers, the effect of open access on print sales, and the timing of peak impact for monographs in various disciplines. Understanding such issues is key to strengthening the vital infrastructure that supports humanities research and to ensure its place alongside open STEM scholarship.

The American Council of Learned Societies (ACLS) has committed to providing a robust and transparent structure for community engagement with Path to Open. In consultation with the Educopia Institute, ACLS is developing a forum to encourage dialogue among key stakeholders, including publishers, libraries, scholars, and academic administrators. Inviting scholars into these conversations is critical for a shared understanding of how open access affects humanistic disciplines, institutions of higher education, students, and individual academic careers.

Our hope at ACLS is that an inclusive dialogue about Path to Open will generate greater understanding of the stakes for various constituents within the humanities community, and guide decisions for the future of scholarly publishing in sustainable and equitable ways.


1 Nathan Heller, “The End of the English Major,” The New Yorker, February 27, 2023.

2 See also Michael A. Elliott, “The Future of the Monograph in the Digital Era,” The Journal of Electronic Publishing 18, no. 4 (fall 2015).

About the Author

Sarah McKee

Sarah McKee, Project Manager, Publishing Initiatives | American Council of Learned Societies (ACLS)

As Project Manager for Publishing Initiatives, Sarah McKee works to support a healthy ecosystem for the creation and dissemination of humanistic scholarship across disciplines and institutions. She previously administered Digital Publishing in the Humanities, sponsored by the Mellon Foundation and based at Emory University’s Fox Center for Humanistic Inquiry, and served as managing editor of the born-digital New Georgia Encyclopedia at the University of Georgia Press. She is an advisory board member for the Next Generation Library Project and is a co-author of the report Multimodal Digital Monographs: Content, Collaboration, Community (2022).

The post New path opens up support for humanities in OA publishing appeared first on Digital Science.



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UCF Researcher Creates World’s First Energy-saving Paint – Inspired by Butterflies

News: UCF Researcher Creates World’s First Energy-saving Paint – Inspired by Butterflies

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Instead of pigment-based colored paint, which requires artificially synthesized molecules, a UCF researcher has developed an alternative way to produce colored paint that is more natural, environmentally friendly and light weight.

niversity of Central Florida researcher Debashis Chanda, a professor in UCF’s NanoScience Technology Center, has drawn inspiration from butterflies to create the first environmentally friendly, large-scale and multicolor alternative to pigment-based colorants, which can contribute to energy-saving efforts and help reduce global warming.

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The enormous potential of plants to contribute effectively to fighting pandemics

The enormous potential of plants to contribute effectively to fighting pandemics


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