May 28, 2022

“Surveying the Scalability of Open Access Monograph Initiatives: Final Report”

The following report was published online last month.


Surveying the Scalability of Open Access Monograph Initiatives: Final Report A Survey of Collections Departments at Academic Libraries in the United States, 1 December 2016 – 7 February 2017


Christopher Barnes
Gettysburg College

Rebecca Welzenbach
Michigan Publishing

Kathleen Folger
University of Michigan Library


via University of Michigan DeepBlue


In June of 2016, the University of Michigan Library (MLibrary) and Knowledge Unlatched (KU) announced the start of a collaboration “to study and overcome remaining obstacles to the spread of open access scholarly publishing in the humanities and social sciences.” 

This survey grew out of that partnership and was designed to gather data useful for determining the scalability of library-supported open access (OA) initiatives focusing on monographs in the Humanities and Social Sciences such as Luminos, Open Book Publishers, and KU. The survey was conducted from 1 December 2016 through 7 February 2017. It was targeted at collections units of academic libraries because the question of scalability for library-funded OA initiatives hinges on issues of budgets, discovery, workflow, and strategic collecting priorities. The population was limited to libraries at four-year colleges and universities in the United States, and respondents were told that they would be answering on behalf of their unit.

A total of 103 valid responses were received from academic libraries in 37 states and the District of Columbia. Answers to follow-up questions are included as an appendix.

Direct to Full Text Report
95 pages; PDF. 

See Also: Scaling Up: Assessing the Future of OA Monographs in the Humanities and Social Sciences
Conference Post; June 24, 2017.

See Also: Surveying the Scalability of OA Monographs in the Humanities and Social Sciences (November 2016; via Knowledge Unlatched)

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.