How to become an open access book publisher
Key features of open access book publishing
Types of open access
Open access to monographs can be provided through gold, green or diamond/platinum route:
Financial policy and funding
The funding system for OA scientific monographs is continually developing.
Funders face various challenges in setting standards for funding OA monographs. For example, it is not easy to calculate costs (What should be financed and what should not? How to achieve transparency?).
As a result, most OA book publishers use some hybrid funding model to cover their publishing costs, which provides free access to the OA edition (online or as pdf) and offers other editions for sale.
Types of funding models:
- Hybrid models
- Institutional support
- Book processing charges(publication fees (BPCs)
- Model for libraries (Library membership/Library consortium/Subscribe to open etc.)
- Crowdfunding
For more information on funding models, go to:
Penier, Izabella, Eve, Martin Paul, & Grady, Tom. (2020). COPIM – Revenue Models for Open Access Monographs 2020 (2.0). Zenodo. DOI: 10.5281/zenodo.4011835.
Erich van Rijn, 17. november 2022. „Finding Paths to Open Access Book Publishing.“
Gerakopoulou, Elli, Penier, Izabella, & Deville, Joe. (2021). The promise of collaboration: collective funding models and the integration of Open Access books into libraries (1.0). Zenodo. DOI: 10.5281/zenodo.4501511.
Ferwerda, Eelco. 2014. “Open Access Monograph Business Models”. Insights 27: 35–38. DOI: http://doi.org/10.1629/2048-7754.46
- Penier, Izabella, Eve, Martin Paul, & Grady, Tom. (2020). COPIM – Revenue Models for Open Access Monographs 2020 (2.0). Zenodo. DOI: 10.5281/zenodo.4011835.
- Erich van Rijn, 17. november 2022. „Finding Paths to Open Access Book Publishing.“
- Gerakopoulou, Elli, Penier, Izabella, & Deville, Joe. (2021). The promise of collaboration: collective funding models and the integration of Open Access books into libraries (1.0). Zenodo. DOI: 10.5281/zenodo.4501511.
- Ferwerda, Eelco. 2014. “Open Access Monograph Business Models”. Insights 27: 35–38. DOI: http://doi.org/10.1629/2048-7754.46
- OAPEN Open Access Books Toolkit – Planning and Funding
Open access mandates
OA mandates are policies adopted by research institutions, universities or funders that require researchers to provide mandatory open access to their published research if it was publicly funded (mandatory policy).
In Slovakia, for example, it is a mandatory policy to publish research results funded by the Horizon Europe programme in open access (since 2021). The policy applies to articles, monographs, conference proceedings, book chapters etc..
For more information, go to:
- Open Science in Horizon Europe
- EC’s website on Open Science
- Plan S: an initiative of a group of national research funding organisations, with the European Commission and the European Research Council (ERC) support. cOAlition S published on 2 September 2021 a cOAlition S statement on Open Access for academic books that formulated five recommendations on scholarly books in compliance with the principles of Plan S
Intellectual property rights (copyright, licences)
Intellectual property rights and licenses protects authors’ rights and defines the reader’s rights. A license determines what a reader is entitled to do with published texts. In open access, the open (public) licences used most often are Creative Commons licenses as they are most clear and internationally understood licenses.
It is an author or copyright holder who assigns an (open) license to their work. However, the publisher has to make it publically clear what type of licences they accept from authors.
Graphical representations/images of accepted licences have to be published on the journal`s website for authors to know what type of licences the journal accepts and for readers to learn how they can use the texts published in the journal.
For more information on intellectual property rights, go to WIPO.
Making OA monographs and metadata accessible
Metadata
Data that provide information about other data.
Toth – a tool to manage and disseminate OA books metadata.
For more information on metadata, got to: OAPEN Metadata.
Repositories, discovery services, platforms
DOAB – (Directory of Open Access Books): a discovery service
OAPEN Library (Open Access Publishing Network): a central repository to host and disseminate OA books
OpenEdition Books: an online platform for books in all languages in humanities and social sciences platform
Important information on OA monographs on the publisher`s website
- Open access offering–a description of the publishers’ publishing programme or service for OA monographs;
- Author charges–information if author fees are charged or not should be clearly displayed; clearly displayed;
- Peer review–provide clear information on a peer review process;
- Availability–how monographs are available to readers, as print and electronic versions;
- Open access–OA monographs must be freely available to readers without the requirement for registration of any kind;
- Licensing–clearly stated and visible on the website and on all published material; it is recommended to use Creative Commons licenses;
- Author information and OA policy–clear and detailed information for authors is present and easily located on the homepage;
- Preservation–information about long-term access and preservation if a publisher ceases its activities.
Source: Jisc & OAPEN Publisher information on open access monographs updated Feb 2016 Short title: Jisc & OAPEN Publisher Information. In: Resources | Toolkit for Small & Scholar-Led OA Publishers
- OAPEN Open Access Books Toolkit (2020)
- COPIM (Community-led Open Publication Infrastructures for Monographs): An international partnership of researchers, universities, librarians, OA book publishers and infrastructure providers.
- OBC (Open Book Collective): The collective brings together OA book publishers, open access (OA) publishing service providers, libraries and other research institutions.
- OABN (Open Access Books Network): An open network for anyone interested in OA books, whether researchers, publishers, librarians, students, infrastructure providers, students or readers.
- DARIAH-EU – DARIAH Open Access Book Bursary – for early career researchers.
- OPERAS (Open access Publication in the European Research Area for Social science and humanities)
- HIRMEOS (High Integration for Research Monographs in the European Open Science infrastructure)
- SPARC (the Scholarly Publishing and Academic Resources Coalition)
- Janneke Adema: Towards a Roadmap for Open Access Monographs, A Knowledge Exchange Report, May 2019, DOI: 10.5281/zenodo.2644997.
- The Toolkit for Small and Scholar-Led Open Access Publishers: https://toolkit.copim.pub/
- Jisc & OAPEN Publisher information on open access monographs updated Feb 2016 Short title: Jisc & OAPEN Publisher Information. In: Resources | Toolkit for Small & Scholar-Led OA Publishers. Accessed on June 30, 2026. (https://toolkit.copim.pub/link/134#bkmrk-obc-outreach-strateg)
