May 27, 2022

Report: “Putting Down Roots: Securing the Future of Open Access Policies”

The report (and three appendices) linked below was posted on the JISC website earlier today.

From the Executive Summary:

This study, commissioned by Knowledge Exchange, explores the relationship between open-access policies and services. Drawing on a consultation with funders, institutions and service providers across the ve Knowledge Exchange countries and beyond, it identies the key services needed to successfully implement open-access policies, and suggests priorities for action in support of an open scholarly infrastructure.

From the Introduction:

2016-01-20_19-54-22The movement to improve access to research publications began in the 1990s, when access to the World Wide Web became widely available and online publishing became increasingly common. Since then, a wide range of non-commercial services has been developed, largely by the scholarly community, to support stakeholders in the process of OA publishing. More recently, major research funders and higher education institutions (HEIs) have developed and implemented policies to promote, or mandate, open access to academic research. As the complexity of complying with such policies became increasingly clear, so the reliance on existing support services has grown. Yet the initial development of these services often happened organically, prior to the widespread adoption of OA policies, and the relationship between OA policies and services remains poorly understood.
The need to develop a sustainable infrastructure to support OA is increasingly recognised across the scholarly communications landscape leading Bilder, Lin and Neylon to propose a set of “Principles for Open Scholarly Infrastructures”
in early 2015. Knowledge Exchange (KE), a co-operative effort that supports the use and development of Information and Communications Technologies (ICT) infrastructure for higher education and research in five European countries, has previously commissioned two studies looking at the financial sustainability of OA services.
Building on these studies, this report for KE looks at the extent to which OA policies depend on the growing number of non-commercial OA services, and whether this presents risks for the implementation of OA policies – and indeed the OA movement as a whole.

Direct to Full Text Report (28 pages; PDF)

Direct to Appendix 3: OA Policies in KE Countries (4 pages; PDF)

Direct to Appendix 4: Components and Requirements for the Selected Research Funder OA Policies (2 pages; PDF)

Direct to Appendix 5: Illustrative List of OA Services (10 pages; PDF)

Source URL: JISC Repository

About Gary Price

Gary Price ( is a librarian, writer, consultant, and frequent conference speaker based in the Washington D.C. metro area. Before launching INFOdocket, Price and Shirl Kennedy were the founders and senior editors at ResourceShelf and DocuTicker for 10 years. From 2006-2009 he was Director of Online Information Services at, and is currently a contributing editor at Search Engine Land.