conferencePaper DOI 10.51408/issi2025_107 Dagienė Eleonora Exploring Google Books, Open Library, and Wikipedia as Sources for Book Metadata: The UK and Lithuanian Cases This paper investigates the potential of Google Books, Open Library, and Wikipedia as sources of metadata for scholarly books, focusing on publications from the UK and Lithuania. Utilising ISBNs as unique identifiers, the study analyses the availability, accuracy, and completeness of metadata across these platforms. Initial findings reveal significant disparities between UK and Lithuanian book metadata, with UK publications exhibiting higher coverage and consistency. The research highlights the limitations of these sources, particularly for non-English language publications, and underscores the need for further investigation to develop a more comprehensive and reliable book metadata ecosystem. This research contributes to the ongoing discussion about improving book metrics and enhancing the evaluation of scholarly outputs. 2025-07-10 Exploring Google Books, Open Library, and Wikipedia as Sources for Book Metadata DOI.org (Crossref) https://issi2025.iiap.sci.am/wp-content/uploads/2025/07/21%e2%80%a4-Dagiene_rp_issi2025_286.pdf 2025-08-24 19:15:47 20th International Conference on Scientometrics & Informetrics document National Center for Biotechnology Information BITS: Book Interchange Tag Set https://jats.nlm.nih.gov/extensions/bits/rationale.html 2025-08-25 08:31:03 attachment BITS: Book Interchange Tag Set https://jats.nlm.nih.gov/extensions/bits/rationale.html 2025-08-25 08:31:09 1 text/html presentation Bologna Wake Hyde Zoe What's (in) a Book? A review of book-related work types 2025-05-29 What's (in) a Book? https://docs.google.com/presentation/d/1PTPgigNeVl6H12n1OVFfQq-MDT3x9wu0Ei1BKoniSak 2025-08-20 09:48:41 CC BY 4.0 WOOC2025 attachment Full Text PDF https://docs.google.com/presentation/d/1PTPgigNeVl6H12n1OVFfQq-MDT3x9wu0Ei1BKoniSak/export?format=pdf 2025-08-20 09:48:48 1 application/pdf blogPost Copim Van Gerven Oei Vincent W.J. Steiner Toby Hillen Hannah Higman Ross Maybe Persistent but Certainly Not Unique: On the Proliferation of DOIs in Open Access Book Publishing 2025-03-17 en Maybe Persistent but Certainly Not Unique https://doi.org/10.21428/785a6451.fb6181fd 2025-08-18 12:44:12 report Zenodo Ševkušić Milica Kuchma Iryna de Pablo Virginia Heeley Melanie Melinščak Zlodi Iva Rico-Castro Pilar Rooryck Johan Melero Remedios scholarly communication institutional publishing best practice Open Access publishing quality evaluation criteria DIAMAS deliverable: D3.1 IPSP Best Practices Quality evaluation criteria, best practices, and assessment systems for Institutional Publishing Service Providers (IPSPs) This report outlines existing quality evaluation criteria, best practices, and assessment systems for IPSPs developed by international associations, RPOs, governments, and international databases. It also analyses academic literature on research evaluation of IPSPs, assessment criteria and indicators. The analysis matrix includes the following categories, which will also be the core components of EQSIP:  Funding: description of the funding model, OA business model, transparency in listing all funding sources, etc.  Ownership and governance: legal ownership, mission, and governance. Open science practices: OA policy, copyright and licensing, open peer review, data availability, new approaches to research assessment, etc. Editorial quality, editorial management, and research integrity.   Technical service efficiency: technical strength, interoperability - metadata, ISSN, PIDs, machine readability, and accessible  journal website.  Visibility, including indexation, communication, marketing and impact. Equity, Diversity  and Inclusion (EDI): multilingualism, gender equity.   A self-assessment checklist for IPSPs summarises the best practices outlined in the report.  The full list of the analysed documents and the extracted data are provided as a dataset: https://doi.org/10.5281/zenodo.7859247 2023-12-19 en DIAMAS deliverable DOI.org (Datacite) https://zenodo.org/doi/10.5281/zenodo.10407498 2025-08-18 08:41:28 Creative Commons Attribution 4.0 International <h2>Other</h2> Approved by the EC journalArticle Zenodo Bandura- Morgan Laura Bazeliuk Nataliia Davidson Andrea Dreyer Malte Caliman Fontes Lorena Fernandes Especiosa Maria Olímpia Ferreira Nelson Henrique Gatti Rupert Gouzi Françoise Iannace Davide Emanuele Laakso Mikael Leão Delfim Manista Frank Manista Gabriela Maryl Maciej Mounier Pierre Paltineanu Sinziana Papp Le Roy Nora Proudman Vanessa Rabar Ursula Redhead Claire Rooryck Johan Stern Niels Stone Graham Vrčon Andrej Open Access Policymakers Libraries Open Access Books Academic Publishers Open Infrastructure Providers PALOMERA Policy Recommendations Research Funding Organisations Research Performing Organisations Scholarly Societies PALOMERA Deliverable 4.2 - The PALOMERA Recommendations for Open Access Books The PALOMERA project set out to understand the policy landscape of OA books and the challenges preventing research funders and institutions in particular from including books in their OA policies. One of the project’s main goals was to support the key stakeholders in the field by providing evidence-based, aligned, and actionable recommendations that can help formulate OA book policies. Open Access books are defined here as scholarly, peer-reviewed books including monographs, book chapters, edited collections, critical editions, and other long-form scholarly works. Textbooks and popular science books are seen as a different category, although the policy recommendations could potentially be extended to this category of books as well when they are published Open Access. Open textbooks are deliberately left out from this definition because they require a different process: policies regarding open textbooks must take into account considerations about Open Educational Resources, which are beyond the remit of the PALOMERA project. In Deliverable 4.2, PALOMERA has developed an extensive set of actionable and aligned recommendations on Open Access (OA) books for eight stakeholders: (1) Research Performing Organisations (RPOs) and research institutes, (2) Public and private Research Funding Organisations (RFOs), (3) National policymakers, (4) Academic and national libraries, (5) Researchers, (6) Learned societies, (7) Infrastructure providers, and (8) Academic publishers. These stakeholders are uniquely positioned to drive a transition to OA books by embedding OA principles for books into their policies and strategies. Since the current landscape of OA book policies is characterised by a lack of policy alignment between various relevant stakeholders, this change requires an aligned effort based on policy recommendations for various stakeholders that are grounded in solid evidence. The evidence for these recommendations has been provided by the Knowledge Base developed in WP2, which contains over 650 open access policy and related documents and a set of 40 stakeholder interviews, as well as on the research undertaken in WP3 which provides a unique overview of the OA books policy landscape in Europe. For each set of recommendations, we have defined a timeline by prioritising recommendations in terms of short term (1-2 years), medium term (3 years), and long term (4-5 years) time frames. The project has performed three validation exercises to check the validity of 1) the data collection and methodology; 2) the analytical approach, methodology, and key findings; and 3) the recommendations themselves. This approach was chosen to increase the engagement with all relevant stakeholders and to strengthen the outcomes of PALOMERA. The recommendations integrate the valuable comments of two reviewers, as well as the constructive comments from the subgroup on scholarly communication of the European University Association’s (EUA) Expert Group on Open Science and the LIBER Working Group on Open Access. Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the Agency. Neither the European Union nor the granting authority can be held responsible for them. 2024-11-07 eng Zenodo https://doi.org/10.5281/zenodo.14330411 2025-08-10 15:31:24 attachment Full Text PDF https://zenodo.org/records/14330411/files/D4.2%20Report%20with%20Recommendations.pdf 2025-08-10 15:36:37 1 application/pdf journalArticle Zenodo Rooryck Johan Mounier Pierre scholarly communication Diamond Open Access Diamond OA institutional publishing Open Access publishing Policy brief Policy document D1.4 Short Policy Brief for period 2 In September 2022, 23 organisations from 12 European countries started a joint effort in the DIAMAS project to better understand the institutional publishing landscape in the European Research Area (ERA); and provide the institutional publishers and service providers (IPSPs) with support to better align their practice, improve quality, and develop sustainability. This action will facilitate the work of researchers by providing them with an aligned, high-quality, and sustainable scholarly communication ecosystem, capable of implementing Open Access as a standard publication practice.  The DIAMAS project, funded by the European Commission (EC) under the Grant Agreement ID 101058007, has a duration of 36 months organised into three distinct phases:  1. Understanding the landscape of IPSPs in the ERA. 2. Improving coordination, quality and sustainability of IPSP. 3. Formulating policy and strategy recommendations. This policy brief, released at month 35 of the project, reflects on the lessons learnt during the second phase of the project, and formulates recommendations based on the project participants' experience so far. 2025-08-05 eng Zenodo https://doi.org/10.5281/zenodo.16743083 2025-08-10 15:30:24 journalArticle Zenodo Stern Niels Rooryck Johan open access open science scholarly communication OA books community Europe PALOMERA Horizon Europe D4.1 – PALOMERA 1st Policy Brief: Alignment beyond PALOMERA PALOMERA (Policy Alignment for Open Access Monographs in the European Research Area, https://operas-eu.org/projects/palomera) is a two-year project funded by Horizon Europe. It brings together 16 partners across Europe to investigate the landscape of Open Access (OA) funder policies and to understand why only few of these include academic books. Based on thorough research the project will develop actionable recommendations addressing these challenges and propose ways in which research funders and research performing organisations may align on a set of principles for OA book policies. Already in the first year we can see the need for a specific and urgent commitment which is outlined below. Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the Agency. Neither the European Union nor the granting authority can be held responsible for them. 2023-10-03 eng D4.1 – PALOMERA 1st Policy Brief Zenodo https://doi.org/10.5281/zenodo.14330123 2025-08-10 13:33:33 journalArticle Zenodo Armengou Clara Redhead Claire Rooryck Johan Scholarly communication Institutional publishing Open Access publishing Evaluation criteria Quality Standard D3.5 Extensible Quality Standard in Institutional Publishing (EQSIP) V1.0_approved by the EC The Extensible Quality Standard for Institutional Publishing (EQSIP) seeks to ensure the quality and transparency of governance, processes and workflows in institutional publishing and addresses the seven core components of scholarly publishing outlined in the Diamond Open Access (OA) Action Plan (Ancion et al. 2022, 4), which were subsequently revised and modified by the DIAMAS project team. The EQSIP is developed in two stages: the first version, EQSIP V1.0 detailed below, is based on an analysis of the existing standards, best practices, evaluation criteria, guidelines and recommendations which have been identified as relevant for institutional publishers (IPSP best practice report). It is important to stress from the outset that EQSIP V1.0 is aspirational: it represents an attempt at outlining what we believe is an ideal quality level that Diamond Open Access (OA) IPSPs would adhere to. This emphatically does not imply that Diamond OA IPSPs are currently expected to conform to this standard. EQSIP V1.0 should be seen as an aspirational gold standard: a measure of quality that IPSPs strive to meet, and that serves as a point of reference against which current IPSPs may be compared, and that they can hopefully conform to in good time and with appropriate support. EQSIP V1.0 will be further tested with a representative sample of IPSPs selected from the landscape survey to be conducted in the DIAMAS project, and the results of the testing will be used to conduct a gap analysis of the IPSP landscape and to develop EQSIP V2.0. The goal of EQSIP V2.0 will be to adapt, refine, and co-create versions of EQSIP V1.0 that are best suited for specific scholarly disciplines, regions, and languages. The various versions of EQSIP V2.0 will only be fully implemented once all the necessary infrastructure for supporting Diamond OA IPSPs is in place. 2023-12-19 eng Zenodo https://doi.org/10.5281/zenodo.10406062 2025-08-10 13:16:20 <div 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data-schema-version="9"><h1>Annotations<br/>(10/08/2025, 15:12:19)</h1> <p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FNPU5ESMW%22%2C%22annotationKey%22%3A%22PYPL5DMN%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%2213%22%2C%22position%22%3A%7B%22pageIndex%22%3A13%2C%22rects%22%3A%5B%5B72%2C556.56%2C121.776%2C567.36%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2213%22%7D%7D">“Metadata”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2213%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Armengou et al., 2023, p. 13</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FNPU5ESMW%22%2C%22annotationKey%22%3A%22RHSAJ6KK%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%2213%22%2C%22position%22%3A%7B%22pageIndex%22%3A13%2C%22rects%22%3A%5B%5B72%2C540%2C539.371%2C550.8%5D%2C%5B72%2C523.44%2C313.296%2C534.24%5D%2C%5B72%2C490.32%2C539.515%2C501.12%5D%2C%5B72%2C473.76%2C539.749%2C484.56%5D%2C%5B72%2C457.2%2C364.765%2C468%5D%2C%5B90%2C440.497%2C131.88%2C451.63%5D%2C%5B90%2C423.772%2C539.905%2C434.905%5D%2C%5B108%2C407.191%2C217.836%2C417.991%5D%2C%5B90%2C390.488%2C233.88%2C401.621%5D%2C%5B90%2C373.764%2C539.911%2C384.896%5D%2C%5B108%2C357.182%2C245.484%2C367.982%5D%2C%5B72%2C324.063%2C539.809%2C334.863%5D%2C%5B72%2C307.502%2C539.413%2C318.302%5D%2C%5B72%2C290.942%2C539.593%2C301.742%5D%2C%5B72%2C274.382%2C276.936%2C285.182%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2213%22%7D%7D">“Each published item (article, chapter, book, etc.) has a dedicated unique URL (landing page) and persistent identifier (preferably DOI). The following metadata are provided for each published item, in human- and machine-readable formats (e.g. HTML meta tags, XML exposed via OAI-PMH, JSON and other formats downloadable from the landing page, etc.): ● title, ● full names and institutional a liations – including country/region – of all contributing authors, ● abstracts and keywords, ● funding information (as a minimum the name of the funder and the grant number/identifier). LOCKS Standard numbers (ISSN, eISSN, ISBN, ISMN etc.) and other persistent identifiers for the publication (DOI), authors and contributors (ORCID), author a liations (ROR), and funding organisations (Funder DOIs), as well as other relevant persistent identifiers, are provided in human- and machine-readable formats.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2213%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Armengou et al., 2023, p. 13</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FNPU5ESMW%22%2C%22annotationKey%22%3A%22EGG4H79J%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%2213%22%2C%22position%22%3A%7B%22pageIndex%22%3A13%2C%22rects%22%3A%5B%5B72%2C241.262%2C492.889%2C252.062%5D%2C%5B72%2C224.702%2C539.299%2C235.502%5D%2C%5B72%2C208.142%2C127.344%2C218.942%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2213%22%7D%7D">“CRediT tags are used to indicate contributions of the authors (coded in JATS xml). Conflict-of-interest statements within publications are captured in the metadata using JATS XML.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2213%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Armengou et al., 2023, p. 13</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FNPU5ESMW%22%2C%22annotationKey%22%3A%22VV3MDEA4%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%2213%22%2C%22position%22%3A%7B%22pageIndex%22%3A13%2C%22rects%22%3A%5B%5B72%2C175.023%2C539.257%2C185.823%5D%2C%5B72%2C158.462%2C494.077%2C169.262%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2213%22%7D%7D">“Human- and machine-readable information about the open access status, copyright holder and licensing is provided in each publication in a standard non-proprietary format.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2213%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Armengou et al., 2023, p. 13</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FNPU5ESMW%22%2C%22annotationKey%22%3A%22MVKC8BI5%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%2213%22%2C%22position%22%3A%7B%22pageIndex%22%3A13%2C%22rects%22%3A%5B%5B72%2C125.342%2C539.437%2C136.142%5D%2C%5B72%2C108.783%2C539.251%2C119.583%5D%2C%5B72%2C92.222%2C359.833%2C103.022%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2213%22%7D%7D">“Complete metadata about publications, including bibliographic references, are regularly deposited in a registration agency (e.g. CrossRef) in line with the Initiative for Open Citations (I4OC) and Initiative for Open Abstracts (I4OA).”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2213%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Armengou et al., 2023, p. 13</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FNPU5ESMW%22%2C%22annotationKey%22%3A%22E55U2RLL%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%2214%22%2C%22position%22%3A%7B%22pageIndex%22%3A14%2C%22rects%22%3A%5B%5B72%2C705.6%2C539.383%2C716.4%5D%2C%5B72%2C689.039%2C202.848%2C699.839%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2214%22%7D%7D">“There is an established protocol for the transfer of metadata to open access repositories and content aggregators.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2214%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Armengou et al., 2023, p. 14</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FNPU5ESMW%22%2C%22annotationKey%22%3A%224CXCEMZC%22%2C%22color%22%3A%22%23e56eee%22%2C%22pageLabel%22%3A%2214%22%2C%22position%22%3A%7B%22pageIndex%22%3A14%2C%22rects%22%3A%5B%5B72%2C655.92%2C251.916%2C666.72%5D%2C%5B72%2C639.36%2C539.437%2C650.16%5D%2C%5B72%2C622.799%2C539.761%2C633.599%5D%2C%5B72%2C606.24%2C539.539%2C617.04%5D%2C%5B72%2C589.68%2C539.401%2C600.48%5D%2C%5B72%2C573.121%2C213.096%2C583.921%5D%2C%5B72%2C540%2C539.725%2C550.8%5D%2C%5B72%2C523.44%2C539.407%2C534.24%5D%2C%5B72%2C506.88%2C528.817%2C517.68%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2214%22%7D%7D">“Content formats and preservation Full-text content is tagged in the XML JATS or equivalent (e.g. TEI) format and provided in multiple digital formats (PDF, HTML, XML, ePub, etc.), at least one of which is suitable for preservation. The published content is deposited in a digital preservation service (LOCKSS, CLOCKSS, Portico, Internet Archive, national libraries and other public preservation services etc.). Publications hosted on the platform contain high resolution figures and well-constructed tables, annotated and easy to read and interpret, and provide links to data, code, and other research outputs that underlie the publications and are available in external repositories.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2F4JKYRCE2%22%5D%2C%22locator%22%3A%2214%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Armengou et al., 2023, p. 14</span>)</span></p> </div> attachment Full Text PDF https://zenodo.org/records/10406062/files/Extensible%20Quality%20Standard%20in%20Institutional%20Publishing%20(EQSIP)%20V1.1.docx%20(1).pdf 2025-08-10 14:08:38 1 application/pdf journalArticle Zenodo Armengou Clara Edig Xenia van Laakso Mikael Umerle Tomasz Best Practices Diamond OA FAIR Open Science Publishing CRAFT-OA Deliverable 3.1 Report on Standards for Best Publishing Practices and Basic Technical Requirements in the Light of FAIR Principles "Diamond OA Journals have an enormous potential to establish and sustain an open scholarly communication. This is uncovered by the “Open Access Diamond Journals Study” (OADJS)." From 17 000 to 29 000 Open Access Diamond Journals (OADJ) published worldwide are responsible for publishing 8-9% of the world's scientific articles. This makes up 45% of Open Access (OA) publishing in general. To develop this potential serious challenges need to be overcome, mastered and robust support needs to be provided to the Diamond OA Journals community. In 2022 the broadly supported “Action Plan for Diamond Open Access” (APDOA) was published as the follow up to the OADJS to outline the most pressing issues demanding swift action from the community. APDOA argues that the Diamond Open Access “is held back by challenges related to the technical capacity, management, visibility, and sustainability of journals and platforms”. Associated projects Developing Institutional Open Access Publishing Models to Advance Scholarly Communication (DIAMAS) and CRAFT-OA embody this action to support institutional Diamond OA publishing. While DIAMAS focusses on developing non-technical standards and best practices, CRAFT-OA specifically targets the OADJ technology development. CRAFT-OA’s Work Package 3  (WP3) is responsible for Task 3.1 providing a technical standards’ and best publishing practices overview, Task 3.2 preparing a gap  analysis to understand the challenges that OADJ’s face when aiming to comply with the standards and best practices and with/in Task 3.3 offering targeted training to narrow this gap. This deliverable is related to the Task 3.1 and offers an overview of the technical standards and best publishing practices which is intended to be reused by the community and also to guide the gap analysis and training to be offered through WP3. We argue that the OADJs find the current dispersion and multiplicity of requirements and standards particularly difficult both to monitor and adhere to due to the OADJs’ insufficient resources and lack of collaborative workflows. This deliverable aims to alleviate this burden through identifying key requirements and policy documents (see 2. Definition and scope), organising the standards they mention (see 4. Technical standards for each of the FAIR principles and 5. Other recommended technical standards) and showcasing best publishing practices exemplifying the implementation of standards or adherence to the requirements (see 6. Examples illustrating several or all of the basic technical standards and best publishing practices). The scope of this deliverable is impacted by the source documents we decided to concentrate on. We focus on two policy documents: a key, widely supported OA publishing policy paper Plan S and the Extensible Quality Standard in Institutional Publishing (EQSIP) compiled in DIAMAS, and two documents originating from key service providers in the OA publishing (IPSPs): the DOAJ Seal from the Directory of Open Access Journals and the OpenAIRE Guidelines for Literature Repository Managers v4. As this report aims to contribute to the interoperability of Diamond Open Access publishing, especially in the context of the European Open Science Cloud (EOSC), the EOSC interoperability framework was reviewed, but no concrete standards above those mentioned in the other documents were extracted. Chapter 4. Technical standards for each of the FAIR principles represents the overview of technical standards. These documents identify in the view of how they contribute to the OADJ’s findability, accessibility, interoperability or reusability (as defined by the Findable, Accessible, Interoperable, Reusable (FAIR) principles). The standards expected or recommended by these documents serve as a good representation of what is now considered quality OA publishing by the community. However, there are also other standards worth mentioning (see and 5. Other recommended technical standards) which are better suited to be discussed outside of the FAIR principles framework. We especially recognise that the larger context for OADJs is the EOSC which is developing its interoperability framework . It is important to be mindful of the interoperability challenges as they are stated in the EOSC ecosystem as onboarding of OADJ in EOSC is recognised by CRAFT-OA as the key factor for their visibility and sustainability. Additionally, as we use the FAIR principles as an important framework structuring this report we need to recognise that the FAIR principles development and implementation have their own dynamic that in some respects may not correspond to the standards development specific for the Diamond publishing. This is because while some OA publishing standards fall under the FAIR compliance, others do not. FAIR compliance is an important factor, but it is not a deciding factor for the inclusion of standards in this report. There are already a number of actors in the OADJ ecosystem that comply with the discussed standards and can be regarded as illustrations of the best publishing practices. Out of many examples we are focusing on 1. two DOAJ-indexed journals Open Journal of Mathematical Optimization (OJMO) and Arheološki vestnik showcasing a platform for a single DOAJ-compliant journal, 2. two publishing platforms based on the Open Journal Systems (OJS) software (TIB1 Open Publishing and HRČAK - Portal of Croatian scientific and professional journals which illustrate the effects of choosing a software which intends to support OA publishing, 3. workflow for the OpenEdition’s journals FAIR assessment illustrating the operationalisation of FAIR principles in the editorial process. Based on the standards and best practices overview, this deliverable closes with a set of conclusions. The report emphasises the significance of interoperability in facilitating the discoverability, reuse, and reproducibility of research outputs. To our knowledge, it is the first endeavour to systematically gather and compare the distinct requirements established by the chosen policies and services with one another. Through the adoption of these standards and best practices, publishers can play a vital role in ensuring that research outputs are easily discoverable not only by peers but also by the general public. Furthermore, implementation facilitates accessibility for all stakeholders, promotes interoperability with diverse services, and enables the seamless reuse of research  outputs in new research endeavours or policy-making decisions. 2025-01-08 eng Zenodo https://doi.org/10.5281/zenodo.14637597 2025-08-10 13:14:58 standard Keith Corey MARC 21 XML Schema May 21, 2002 https://www.loc.gov/standards/marcxml// 2025-08-14 15:14:42 Library of Congress attachment MARC 21 XML Schema (Library of Congress) https://www.loc.gov/standards/marcxml// 2025-08-14 15:14:46 1 text/html document Arbeitsgemeinschaft der Universitätsverlage Arning Ursula Bargheer Margo Meinecke Isabella Putnings Markus Schobert Dagmar Tobias Regine Winkler Marco open access open access books book publishing institutional publishing university presses Quality Standards for Open Access Books After publishing quality standards for open access monographs and edited volumes in 2017, the Arbeitsgemeinschaft der Universitätsverlage (AG Universitätsverlage, in English: Working group of German-speaking University Presses) is now presenting a thorough revision that refers to book publications in immediate open access (Gold OA, Diamond OA). The standards are aimed at all publishers and publishing services that provide publishing services for open access books. The new version differentiates necessary and recommended aspects, addresses practices in publishing that have changed since 2017, and formulates more precisely. It is based on productive discussions in the working group and thorough editing by Ursula Arning, Margo Bargheer, Isabella Meinecke, Markus Putnings, Dagmar Schobert, Regine Tobias, and Marco Winkler for the AG Universitätsverlage. <em>This is a translation of the September 17, 2022 German version 2, in Zenodo at 10.5281/zenodo.7075761. It updates the translation of the earlier version 1, in Zenodo at 10.5281/zenodo.4622135.</em> 2023-03-17 en DOI.org (Datacite) https://zenodo.org/record/7743833 2025-08-10 14:04:25 Creative Commons Attribution 4.0 International, Open Access Version Number: 2 DOI 10.5281/zenodo.7743833 <h2>Other</h2> {"references": ["Arbeitsgemeinschaft Universit\u00e4tsverlage. (2021). Quality Standards for Open Access Books. Zenodo. https://doi.org/10.5281/zenodo.4622135", "Arbeitsgemeinschaft der Universit\u00e4tsverlage. (2022). Qualit\u00e4tsstandards f\u00fcr Open-Access-B\u00fccher (Version 2). Zenodo. https://doi.org/10.5281/zenodo.7075761"]} journalArticle McCollough Aaron Does It Make a Sound: Are Open Access Monographs Discoverable in Library Catalogs? 2017 en Does It Make a Sound DOI.org (Crossref) https://muse.jhu.edu/article/645358 2020-06-04 10:30:28 179-194 17 portal: Libraries and the Academy DOI 10.1353/pla.2017.0010 1 portal ISSN 1530-7131 attachment McCollough-2017-Does_It_Make_a_Sound.pdf https://muse.jhu.edu/article/645358/pdf 2020-06-04 10:32:38 1 application/pdf report Nielsen Book Walter David O’Leary Brian Dempsey Sam Payton Patricia Siewcharran Mo Nielsen Book US Study: The Importance of Metadata for Discoverability and Sales 2016 Internet Archive https://ia903206.us.archive.org/12/items/nielsen-book-us-study-the-importance-of-metadata-for-discoverability-and-sales/Nielsen-book-us-study-the-importance-of-metadata-for-discoverability-and-sales.pdf 2025-07-25 ISBN 78-1-910284-31-5 Industry Study attachment Full Text https://ia903206.us.archive.org/12/items/nielsen-book-us-study-the-importance-of-metadata-for-discoverability-and-sales/Nielsen-book-us-study-the-importance-of-metadata-for-discoverability-and-sales.pdf 2025-07-25 10:58:02 1 application/pdf attachment US Study on Editeur https://www.editeur.org/files/Events%20pdfs/Supply%20chain%202016/Nielsen%20Book%20US%20Study%20The%20Importance%20of%20Metadata%20for%20Discoverability%20and%20Sales.pdf 2020-05-20 13:13:29 3 standard 2.0 BIBFRAME - Bibliographic Framework Initiative (Library of Congress) Bibliographic Framework Transition Initiative. The Library of Congress is launching a review of the bibliographic framework to better accommodate future needs. A major focus of the initiative will be to determine a transition path for the MARC 21 exchange format in order to reap the benefits of newer technology while preserving a robust data exchange that has supported resource sharing and cataloging cost savings in recent decades. 2025-08-05 en https://www.loc.gov/bibframe/ 2025-08-05 08:48:00 Library of Congress attachment Snapshot https://www.loc.gov/bibframe/ 2025-08-05 08:48:01 1 text/html journalArticle Shaw Philip Phillips Angus Gutiérrez Maria Bajo The Future of the Monograph in the Arts, Humanities and Social Sciences: Publisher Perspectives on a Transitioning Format Abstract A web-based survey of academic publishers was undertaken in 2021 by a team at Oxford International Centre for Publishing into the state of monograph publication in the arts, humanities, and social sciences. 25 publishing organisations responded, including many of the larger presses, representing approximately 75% of monograph output. Responses to the survey showed that the Covid 19 pandemic has accelerated the existing trend from print to digital dissemination and that Open Access (OA) titles receive substantially greater levels of usage than those published traditionally. Responses also showed that for most publishers OA publication stands at under 25% of output and that fewer than 10% of authors enquire about OA publication options. Continuing problem areas highlighted by respondents were the clearing of rights for OA publication and the standardisation of title and usage metadata. All responding organisations confirmed that they expect to be publishing monographs in ten years’ time, but that they anticipate the format and/or the model will be different, with open access expected to play a key part in the future, perhaps in the context of a mixed economy of OA and ‘toll access’ publication. 2023-03 en The Future of the Monograph in the Arts, Humanities and Social Sciences DOI.org (Crossref) https://link.springer.com/10.1007/s12109-023-09937-1 2025-02-24 15:27:10 69-84 39 Publishing Research Quarterly DOI 10.1007/s12109-023-09937-1 1 Pub Res Q ISSN 1053-8801, 1936-4792 attachment Full Text https://link.springer.com/content/pdf/10.1007/s12109-023-09937-1.pdf 2025-02-24 15:27:22 1 application/pdf journalArticle Melinščak Zlodi Iva open access books Croatia scholarly book publishing The Landscape of Scholarly Book Publishing in Croatia: Finding Pathways for Viable Open Access Models (1) Background: Open access to scholarly works is globally recognized as a goal to be achieved as soon as possible; however, there is not yet a general understanding of how to achieve open access for books. In considering the most appropriate models of transition, an accurate and detailed insight into national and regional specifics can be of great importance. The aim of this research is to show the current state of scholarly book publishing in Croatia: recognising the key stakeholders, their characteristics, and the current level of open access to scholarly books. (2) Methods: The existing data from two different sources were used: the data about the public subsidies for book publishers by the Ministry of Science and Education and the data on published books from the Croatian Scientific Bibliography CROSBI, both for the period from 2018 to 2021. (3) Results: In the four-year period, 224 Croatian publishers were awarded subsidies to publish 2359 book titles. The majority of the publishers received support for only a small number of titles and relatively low amounts of subsidies. More than half of the titles are published by small private commercial publishers. However, the uptake of digital publishing among commercial publishers is very modest. Open access to scholarly books is almost entirely in the domain of non-commercial publishers. Most open access titles are available on the websites of their publishers. (4) Conclusions: The analysis of the data from these two sources have resulted in an overview of the current state of book publishing in Croatia. Such an overview provides a good basis for designing future measures and creating a national open science plan and can also be a useful contribution to international discussions. 2023-03-16 en The Landscape of Scholarly Book Publishing in Croatia DOI.org (Crossref) https://www.mdpi.com/2304-6775/11/1/17 2025-02-24 15:29:59 https://creativecommons.org/licenses/by/4.0/ 17 11 Publications DOI 10.3390/publications11010017 1 Publications ISSN 2304-6775 attachment Full Text https://www.mdpi.com/2304-6775/11/1/17/pdf?version=1678942616 2025-02-24 15:30:04 1 application/pdf report OPERAS/COPIM Morka Agata Gatti Rupert #nosource open access scholarly communication library open access book publisher Europe book Academic Libraries and Open Access Books in Europe. A Landscape Study The last fifteen years have witnessed the emergence of a new role for academic libraries. Besides fulfilling their fundamental task of providing access to knowledge, besides being called everything from temples of knowledge to disturbing heterotopias, libraries have become one of the crucial stakeholders in the open access book publishing space. They act as funders for OA book fees, they support collaborative funding schemes, and sometimes they assume the role of publishers themselves. In an attempt to create a sustainable publishing environment, in which OA books could blossom, it is therefore necessary to gain a sound understanding of how academic libraries work, how they deal with open access initiatives, and what challenges they encounter. These questions remain at the very core of this report. The landscape painted in this report is by no means exhaustive; there are many more countries in the European community, other than the fourteen we have looked at, that need further investigating. The sample that we have taken under closer inspection proved to be a lively and diverse organism that escapes any easy overarching classifications. In order to better understand the role of academic and research libraries in Europe regarding open access books, we have looked at several crucial aspects that would help us both identify common threads and pinpoint regional particularities. We have examined each country according to the following areas of interest: 1. general characteristics of library systems for e-content and OA publications, 2. library community and open access, 3. OA book policies, 4. OA book funding, 5. library/scholar-led OA book publishing initiatives, and 6. integration of OA books in library systems. 2021-01-31 eng Zenodo https://doi.org/10.5281/zenodo.4483773 2021-04-12 15:51:54 DOI 10.5281/zenodo.4483773 attachment Morka-Gatti-2021-Academic_Libraries_and_Open_Access_Books_in_Europe.pdf https://zenodo.org/record/4483773/files/Academic%20libraries%20and%20OA%20books%20in%20Europe%20overview%20web%20version.pdf 2021-04-15 19:15:07 1 application/pdf <p xmlns="http://www.w3.org/1999/xhtml" id="title"><strong>Contents</strong></p><ul xmlns="http://www.w3.org/1999/xhtml" style="list-style-type: none; padding-left:0px" id="toc"><li><a href="zotero://open-pdf/2_9973ECXV/60">appendix 1</a></li><li style="padding-top:4px"><a href="zotero://open-pdf/2_9973ECXV/62">appendix 2</a></li><li style="padding-top:4px"><a href="zotero://open-pdf/2_9973ECXV/9">appendix 3</a></li></ul> journalArticle Varachkina Hanna Rooryck Johan Dreyer Malte Shaping the Future of Open Access Books: Recommendations for Open Access Book Policies Books continue to play an important role in scientific communication, especially in the humanities and social sciences. Unfortunately, open access in academic communication in the journal sector has progressed much further than in the area of books. The PALOMERA project investigates the reasons for this asymmetrical development and develops open access book policy recommendations for shaping the transformation towards an open access book system and bringing a strong and stable foundation and commitment to this important sector.  This presentation will show which information sources were evaluated in the PALOMERA project, which methods were used to analyse over 500 policy documents from more than 30 countries, and, in particular, which recommendations for the design of open access book policies were finally deduced from our data. The centrepiece of the presentation are the policy recommendations for the development for open access books. They were developed from the data collected in the project (already existent policies, interviews, surveys and contextual documents) and address the relevant stakeholders in the field: research funding organisations, research performing organisations, infrastructure providers and libraries, policy makers and publishers. The last part of the presentation is dedicated to a critical assessment of future developments in the book market and ends with questions on the implementation of measures for more open access books. 2024-09-20 Shaping the Future of Open Access Books DOI.org (Crossref) https://septentrio.uit.no/index.php/SCS/article/view/7797 2025-08-12 15:57:04 https://creativecommons.org/licenses/by/4.0 Septentrio Conference Series DOI 10.7557/5.7797 1 SCS ISSN 2387-3086 attachment Full Text PDF https://septentrio.uit.no/index.php/SCS/article/download/7797/8709 2025-08-12 15:57:06 1 application/pdf report Zenodo Clarke Michael Ricci Laura Open Access metadata Book supply chain usage data OA Books Supply Chain Mapping Report This report was produced for the "Exploring Open Access Ebook Usage" project funded by The Andrew W. Mellon Foundation. It documents the current state of stakeholders, metadata and usage data flows, and supply chain for OA monographs. Supply chain gaps, challenges, and opportunities are identified. This final report version is based on information collected in 2020 through questionnaires and semi-structured interviews with stakeholders and subject-matter experts representative of the supply chain. Interviewees represented publishers, academic librarians, aggregators, publishing platform providers, online book distributors, and others. Preliminary report findings were made available for public comment from 16 October 2020 - 9 April 2021 and shared in conferences and industry groups.  Feedback is incorporated into this final version. 2021-04-09 eng Zenodo https://zenodo.org/record/4681725 2021-06-29 19:29:32 DOI 10.5281/zenodo.4681725 <h2>Other</h2> This work was made possible through grant funding provided via the "Developing a Data Trust for Open Access Ebook Usage" project funded by The Andrew W. Mellon Foundation. This work was made possible through grant funding provided via the "Exploring Open Access Ebook Usage" project funded by The Andrew W. Mellon Foundation. attachment Clarke-Ricci-2021-OA_Books_Supply_Chain_Mapping_Report.pdf https://zenodo.org/record/4681725/files/%28Clarke%20%26%20Esposito%29%20Final%20OA%20Supply%20Chain%20Mapping%20Report%209April2021.pdf 2021-06-29 19:29:34 1 application/pdf presentation Gaudet-Labine Isabelle Stewart Lauren Decolonizing Subject Standards Reconciliation in Practice in French & English Canada https://www.editeur.org/files/Events%20pdfs/Supply%20chain%202024/20241015%20Isabel%20Gaudet-Labine%20+%20Lauren%20Stewart.pdf 2025-08-12 08:07:03 attachment PDF https://www.editeur.org/files/Events%20pdfs/Supply%20chain%202024/20241015%20Isabel%20Gaudet-Labine%20+%20Lauren%20Stewart.pdf 2025-08-12 08:07:03 1 application/pdf webpage ROR Transition from Open Funder Registry to ROR Crossref and ROR are transitioning from the Open Funder Registry to the Research Organization Registry (ROR) as the standard identifier for funders, with answers to frequently asked questions provided for a smooth transition. en https://ror.readme.io/docs/funder-registry 2025-08-10 16:35:49 attachment Snapshot https://ror.readme.io/docs/funder-registry 2025-08-10 16:35:56 1 text/html webpage FOLIO Wiki Bareau Vince The Codex Metadata Model 2023-04-10 https://folio-org.atlassian.net/wiki/spaces/PLATFORM/pages/5854462/The+Codex+Metadata+Model. 2025-08-10 16:07:14 attachment The Codex Metadata Model. - FOLIO Platform - FOLIO Wiki https://folio-org.atlassian.net/wiki/spaces/PLATFORM/pages/5854462/The+Codex+Metadata+Model. 2025-08-10 16:07:17 1 text/html blogPost ScienceOpen Blog Kennedy Mary ScienceOpen’s infrastructure for 4.3 million academic book and chapter records on the platform Evolution of book services on ScienceOpen  From citation tracking to open access book hosting to metadata enhancement, we have been busy at ScienceOpen creating and expanding options for scholarly book publishers. Since the Fall of 2019, we have been committed to making academic books discoverable within ScienceOpen’s citation network. In that relatively short period of time, we have gone from first expanding our indexing services to books and book chapters to receiving funding from the German Federal Ministry of Education […] 2021-06-09T07:17:40+00:00 en-US https://blog.scienceopen.com/2021/06/infrastructure-for-books/ 2025-08-10 15:52:26 journalArticle DOI 10.17613/34f2-j160 unknown Morka Agata A Plan S for Books? Voices from the Open Access Books Community: Sessions Summary The document presents a summary of the Voices From the Open Access Books Community sessions: a series of virtual workshops in which the OA books community discussed how a possible Plan S for books could look like. 2021 en A Plan S for Books? works.hcommons.org https://works.hcommons.org/records/mzvm0-a9730 2025-08-10 15:41:02 journalArticle Laakso Mikael Open access books through open data sources: assessing prevalence, providers, and preservation Science policy and practice for open access (OA) books is a rapidly evolving area in the scholarly domain. However, there is much that remains unknown, including how many OA books there are and to what degree they are included in preservation coverage. The purpose of this study is to contribute towards filling this knowledge gap in order to advance both research and practice in the domain of OA books.This study utilized open bibliometric data sources to aggregate a harmonized dataset of metadata records for OA books (data sources: the Directory of Open Access Books, OpenAIRE, OpenAlex, Scielo Books, The Lens, and WorldCat). This dataset was then cross-matched based on unique identifiers and book titles to openly available content listings of trusted preservation services (data sources: Cariniana Network, CLOCKSS, Global LOCKSS Network, and Portico). The web domains of the OA books were determined by querying the web addresses or digital object identifiers provided in the metadata of the bibliometric database entries.In total, 396,995 unique records were identified from the OA book bibliometric sources, of which 19% were found to be included in at least one of the preservation services. The results suggest reason for concern for the long tail of OA books distributed at thousands of different web domains as these include volatile cloud storage or sometimes no longer contained the files at all.Data quality issues, varying definitions of OA across services and inconsistent implementation of unique identifiers were discovered as key challenges. The study includes recommendations for publishers, libraries, data providers and preservation services for improving monitoring and practices for OA book preservation.This study provides methodological and empirical findings for advancing the practices of OA book publishing, preservation and research. 2023-06-13 Open access books through open data sources Silverchair https://doi.org/10.1108/JD-02-2023-0016 2025-08-10 15:37:36 157-177 79 Journal of Documentation DOI 10.1108/JD-02-2023-0016 7 Journal of Documentation ISSN 0022-0418 attachment Full Text PDF https://www.emerald.com/jd/article-pdf/79/7/157/1328865/jd-02-2023-0016.pdf 2025-08-10 15:37:38 1 application/pdf attachment Snapshot https://doi.org/10.1108/JD-02-2023-0016 2025-08-10 15:37:43 1 text/html journalArticle Copim DOI 10.21428/785a6451.dd03d609 Barnes Miranda The OBF National Libraries Network: a summary of our first year 2024-11-20 en The OBF National Libraries Network DOI.org (Crossref) https://copim.pubpub.org/pub/obf-national-libraries-network-summary-of-our-first-year 2025-08-10 14:53:16 attachment Full Text https://copim.pubpub.org/pub/obf-national-libraries-network-summary-of-our-first-year/download/pdf 2025-08-10 14:53:18 1 application/pdf report Zenodo Fathallah Judith Community-Led Open Publication Infrastructures for Monographs governance practices scholar-led publishers self-organisation Governing Scholar-Led OA Book Publishers: Values, Practices, Barriers This is the final report from COPIM’s Governance Work Package (WP4), titled Governing Scholar-Led OA Book Publishers: Values, Practices, Barriers. This report develops some of the issues we have previously explored within COPIM with regard to community governance, such as the challenges of governing a collective and the relationship of governance to common resources, to explore how these apply in practice to the publication of books by small-to-medium Open Access publishers, as well as what barriers they have faced in implementing their governance models. It presents and discusses the results of six interviews with small and medium Open Access publishers from the ScholarLed consortium. It then offers some recommendations and insights into how other small and medium Open Access publishers might set up and/or improve their governance practices, including how the Open Book Collective and Open Book Futures project might support them in doing so. Governing Scholar-Led OA Book Publishers was written by Dr. Judith Fathallah, with the kind assistance of the following interviewees: François van Schalkwyk, Director of African Minds Joe Deville, Co-Founder of Mattering Press Jeff Pooley, Director of mediastudies.press Mercedes Bunz, Co-Founder of meson press Alessandra Tosi, Co-Director of Open Book Publishers Eileen Joy, Co-Director of punctum books. After a contextual discussion on the need for scholar-led OA publishers and governance issues related to the concept of the knowledge commons, the report presents the interview data. The publishers discuss the impetuses to startup their presses; incorporation and its forms; the elements, resources and actors in their governance structures; the evolution of governance structures and processes; their current mechanisms and procedures;t ransparency and self assessment; their relationships with institutions and organizations; and their perspectives on current governance. Interview transcriptions are available in a separate Zenodo deposit at https://zenodo.org/record/7816845. Some reccomendations are then made to assist new publishers in considering their governance, and links to tools and resources provided. The report has been published as a living document on COPIM's Open Documentation Site (PubPub), and is also availabe as a time-stamped PDF version here on Zenodo. 2023-04-05 eng Governing Scholar-Led OA Book Publishers Zenodo https://zenodo.org/records/7816770 2025-08-10 14:02:23 DOI 10.5281/zenodo.7816770 attachment Full Text PDF https://zenodo.org/records/7816770/files/fathallah-2023-governing-scholar-led-presses-v2.pdf 2025-08-10 14:02:35 1 application/pdf standard LaPierre Charles Pellegrino Gregorio Chomel Gautier Kerscher George Accessibility Metadata Display Guide for Digital Publications 2.0 The accessibility of a publication is useful to know regardless of a person's abilities, as features such as the ability to make visual adjustments make for a better reading experience for everybody. These guidelines document a shared framework for presenting publication accessibility metadata declarations in a user-friendly manner — to offer the information to end users in a way that is easy to understand regardless of their technical knowledge and is consistent across different publications and different digital catalogs. https://www.w3.org/community/reports/publishingcg/CG-FINAL-a11y-display-guidelines-20250422/ 2025-08-08 18:30:28 Publishing Community Group W3C attachment Accessibility Metadata Display Guide for Digital Publications 2.0 https://www.w3.org/community/reports/publishingcg/CG-FINAL-a11y-display-guidelines-20250422/ 2025-08-08 18:30:33 1 text/html webpage Display Techniques for ONIX Accessibility Metadata 2.0 https://www.w3.org/community/reports/publishingcg/CG-FINAL-onix-techniques-20250422/ 2025-08-08 18:31:04 attachment Display Techniques for ONIX Accessibility Metadata 2.0 https://www.w3.org/community/reports/publishingcg/CG-FINAL-onix-techniques-20250422/ 2025-08-08 18:31:10 1 text/html blogPost Open Access Books Network Edmunds Jeffrey Open Metadata and Librariess 2023-11-16 en-US https://openaccessbooksnetwork.hcommons.org/2023/11/16/open-metadata-and-libraries/ 2025-08-06 18:06:30 attachment Snapshot https://openaccessbooksnetwork.hcommons.org/2023/11/16/open-metadata-and-libraries/ 2025-08-06 18:06:40 1 text/html journalArticle Copim DOI 10.21428/785a6451.92d1c71e Steiner Toby Van Gerven Oei Vincent W.J. Hillen Hannah O'Connell Brendan A growing network of open infrastructures and federated services with Thoth 2024-05-21 en DOI.org (Crossref) https://copim.pubpub.org/pub/growing-network-of-open-infrastructures-federated-services-with-thoth 2025-08-06 17:25:20 attachment Full Text https://copim.pubpub.org/pub/growing-network-of-open-infrastructures-federated-services-with-thoth/download/pdf 2025-08-06 17:25:23 1 application/pdf report Science Europe Science Europe Science Europe Briefing Paper on Open Access to Academic Books The Science Europe Briefing Paper identifies the key issues at stake in implementing a policy of Open Access to academic books, and outlines recommendations for different stakeholder groups to facilitate and accelerate such a policy. 2019-09 en www.scienceeurope.org https://www.scienceeurope.org/media/qk2b1cq4/se_bp_oa_books_092019.pdf 2020-06-03 16:24:59 D/2019/13.324/2 attachment Science_Europe-Briefing_Paper_on_Open_Access_to_Academic_Books.pdf https://www.scienceeurope.org/media/qk2b1cq4/se_bp_oa_books_092019.pdf 2020-06-03 16:25:31 1 application/pdf attachment Snapshot https://www.scienceeurope.org/our-resources/briefing-paper-on-open-access-to-academic-books/ 2020-06-03 16:25:01 1 text/html report Digital Science Grimme Sara Taylor Mike Elliott Michael A. Holland Cathy Potter Peter Watkinson Charles FOS: Media and communications Library and Information Studies The State of Open Monographs This report addresses the question of how we integrate and value monographs in the increasingly open digital scholarly network.<br>Analysis from industry experts looks at the open monograph landscape in 2019, the impact and role of monographs in the scholarly record, the move towards open access and the nuances in funding.<br>The set of contributions, which includes a foreword from Michael Elliott, Dean of Emory College of Arts and Sciences, Emory University, carefully outline the critical challenges that must be met if the open monograph is going to thrive and expand in the scholarly landscape.<br><br> 2019 DOI.org (Datacite) https://digitalscience.figshare.com/articles/The_State_of_Open_Monographs/8197625/4 2025-08-06 14:14:57 CC BY 4.0 Artwork Size: 1511246 Bytes 1511246 Bytes DOI 10.6084/M9.FIGSHARE.8197625.V4 report OCLC Godby Carol Jean Denenberg Ray Common Ground: Exploring Compatibilities Between the Linked Data Models of the Library of Congress and OCLC This white paper compares and contrasts the compatible linked data initiatives at both institutions. It is an executive summary of a more detailed technical analysis that will be released later this year. #ldmodels 2015/01/27 en Common Ground https://www.oclc.org/content/dam/research/publications/2015/oclcresearch-loc-linked-data-2015.pdf 2025-08-05 09:06:47 https://policies.oclc.org/en/copyright.html Last Modified: 2024-6-11 OCLC Control Number: 900616520 ISBN 978-1-55653-489-8 attachment Full Text PDF http://www.oclc.org/content/dam/research/publications/2015/oclcresearch-loc-linked-data-2015.pdf 2025-08-05 09:06:48 1 application/pdf report Jisc Stone Graham OA monographs discovery in the library supply chain: draft report and recommendations 2018-10 Internet Archive https://web.archive.org/web/20240418110802/https://scholarlycommunications.jiscinvolve.org/wp/2018/10/25/oa-monographs-discovery-in-the-library-supply-chain-draft-report-and-recommendations/ https://web.archive.org/web/20240418110802/https://scholarlycommunications.jiscinvolve.org/wp/2018/10/25/oa-monographs-discovery-in-the-library-supply-chain-draft-report-and-recommendations/ 2025-07-22 journalArticle Copim DOI 10.21428/785a6451.ced96be1 Hillen Hannah Steiner Toby Good metadata practice for Open Access books 2025-04-09 en DOI.org (Crossref) https://copim.pubpub.org/pub/good-metadata-practice-for-open-access-books 2025-08-04 13:23:44 report OAPEN-UK Collins Ellen OAPEN-UK Literature Review V1 2012-06 Internet Archive https://web.archive.org/web/20121010104117/http://oapen-uk.jiscebooks.org/files/2012/06/OAPENUK-Literature-Review-V1-June-2012.doc https://web.archive.org/web/20121010104117/http://oapen-uk.jiscebooks.org/files/2012/06/OAPENUK-Literature-Review-V1-June-2012.doc attachment Collins-2012-OAPEN-UK_Literature_Review_V1.doc application/msword report Jisc Collins Ellen Milloy Caren OAPEN-UK Final Report: A five-year study into open access monograph publishing in the humanities and social sciences 2016-01 Internet Archive https://web.archive.org/web/20200924023443/https://oapen.fra1.digitaloceanspaces.com/7a65d73f1087444d80807833a320fa36.pdf https://web.archive.org/web/20200924023443/https://oapen.fra1.digitaloceanspaces.com/7a65d73f1087444d80807833a320fa36.pdf 2025-08-04 attachment Collins and Milloy - 2016 - OAPEN-UK Final Report A five-year study into open.pdf https://oapen.fra1.digitaloceanspaces.com/7a65d73f1087444d80807833a320fa36.pdf 2021-01-04 23:01:52 1 application/pdf report Jisc Collections, OAPEN Foundation Jisc / OAPEN #nosource Investigating OA Monograph Services: Final Report 2016-09-13 Internet Archive https://web.archive.org/web/20200924023637/https://oapen.fra1.digitaloceanspaces.com/fdb7e8f9de244eef9af62dccdeef4383.pdf https://web.archive.org/web/20200924023637/https://oapen.fra1.digitaloceanspaces.com/fdb7e8f9de244eef9af62dccdeef4383.pdf 2020-08-11 report Bristol / The Hague Jisc / OAPEN Jisc / OAPEN Snijder Ronald Metadata for open access monographs 2016-02 Internet Archive https://web.archive.org/web/20200212141931/https://www.jisc-collections.ac.uk/Global/Projects/IOAMS/Guides/Guide%20on%20OA%20books%20metadata%20Feb%202016.pdf https://web.archive.org/web/20200212141931/https://www.jisc-collections.ac.uk/Global/Projects/IOAMS/Guides/Guide%20on%20OA%20books%20metadata%20Feb%202016.pdf 2020-06-03 attachment Snijder-2016-Metadata_for_open_access_monographs.pdf https://www.jisc-collections.ac.uk/Global/Projects/IOAMS/Guides/Guide%20on%20OA%20books%20metadata%20Feb%202016.pdf 2020-06-03 16:22:18 1 application/pdf journalArticle Community-led Open Publication Infrastructures for Monographs (COPIM) DOI 10.21428/785a6451.f00553d3 Van Gerven Oei Vincent W.J. Prioritizing Metadata Output Formats for Thoth 2021-02-03 en DOI.org (Crossref) https://copim.pubpub.org/pub/prioritizing-metadata-output-formats-thoth 2025-08-03 11:42:34 attachment Full Text https://copim.pubpub.org/pub/prioritizing-metadata-output-formats-thoth/download/pdf 2025-08-03 11:42:36 1 application/pdf standard MARC 21 Format for Bibliographic Data: Table of Contents 2000 https://www.loc.gov/marc/bibliographic/ Library of Congress standard Knowledge Bases And Related Tools (KBART) 2020 https://www.niso.org/standards-committees/kbart 2025-07-22 NISO standard ONIX for books: overview 2009 https://www.editeur.org/83/Overview/ EditEUR journalArticle Adema Janneke Stone Graham The surge in New University Presses and Academic-Led Publishing: an overview of a changing publishing ecology in the UK Article: The surge in New University Presses and Academic-Led Publishing: an overview of a changing publishing ecology in the UK 2017-08-01 en The surge in New University Presses and Academic-Led Publishing www.liberquarterly.eu http://www.liberquarterly.eu/article/10.18352/lq.10210/ 2021-02-23 18:35:11 Authors who publish with this journal agree to the following terms: Authors retain copyright and grant the journal right of first publication with the work simultaneously licensed under a Creative Commons Attribution License that allows others to share the work with an acknowledgement of the work's authorship and initial publication in this journal. Authors are able to enter into separate, additional contractual arrangements for the non-exclusive distribution of the journal's published version of the work (e.g., post it to an institutional repository or publish it in a book), with an acknowledgement of its initial publication in this journal. Authors are permitted and encouraged to post their work online (e.g., in institutional repositories or on their website) prior to and during the submission process, as it can lead to productive exchanges, as well as earlier and greater citation of published work (See The Effect of Open Access ). All third-party images reproduced on this journal are shared under Educational Fair Use. For more information on Educational Fair Use , please see this useful checklist prepared by Columbia University Libraries . All copyright of third-party content posted here for research purposes belongs to its original owners. Unless otherwise stated all references to characters and comic art presented on this journal are ©, ® or ™ of their respective owners. No challenge to any owner’s rights is intended or should be inferred. Number: 1 97-126 27 LIBER Quarterly DOI 10.18352/lq.10210 1 ISSN 2213-056X attachment Adema-Stone-2017-The_surge_in_New_University_Presses_and_Academic-Led_Publishing.pdf http://www.liberquarterly.eu/articles/10.18352/lq.10210/galley/10710/download/ 2021-02-23 18:35:13 1 application/pdf attachment Snapshot https://www.liberquarterly.eu/article/10.18352/lq.10210/ 2021-02-23 18:35:17 1 text/html report Community-led Open Publishing Infrastructures for Monographs (COPIM) Stone Graham Gatti Rupert van Gerven Oei Vincent W.J. Arias Javier Steiner Tobias Ferwerda Eelco open access publishing metadata monographs dissemination discovery WP5 Scoping Report: Building an Open Dissemination System 2021-04 en WP5 Scoping Report 2025-07-22 DOI 10.21428/785a6451.939caeab attachment Stone et al. - 2020 - WP5 Scoping Report Building an Open Dissemination.pdf https://zenodo.org/record/3961564/files/20200727-copim-wp5-scopingreport.pdf 2020-12-09 20:48:09 1 application/pdf <p xmlns="http://www.w3.org/1999/xhtml" id="title"><strong>Contents</strong></p><ul xmlns="http://www.w3.org/1999/xhtml" style="list-style-type: none; padding-left:0px" id="toc"><li><a href="zotero://open-pdf/2_2389P7L6/1">cover-template</a></li><li style="padding-top:4px"></li></ul> journalArticle Tharani Karim Linked Data in Libraries: A Case Study of Harvesting and Sharing Bibliographic Metadata with BIBFRAME 2015-03-31 Linked Data in Libraries DOI.org (Crossref) http://ejournals.bc.edu/ojs/index.php/ital/article/view/5664 2020-06-03 16:08:25 5-19 34 Information Technology and Libraries DOI 10.6017/ital.v34i1.5664 1 ITAL ISSN 2163-5226, 0730-9295 attachment Tharani-2015-Linked_Data_in_Libraries.pdf https://ejournals.bc.edu/ojs/index.php/ital/article/download/5664/pdf 2020-06-03 16:08:28 1 application/pdf document Gardeur Hadrien OPDS Catalog 2.0 Contains all the current drafts for the OPDS specifications 2017 en-US https://drafts.opds.io/opds-2.0.html 2025-07-22 document Lagoze Carl Van de Sompel Herbert Nelson Michael Warner Simeon Open Archives Initiative - Protocol for Metadata Harvesting - v.2.0 2002-06 https://www.openarchives.org/OAI/openarchivesprotocol.html 2025-07-22 journalArticle Freire Nuno Isaac Antoine Robson Glen Howard John Brooks Manguinhas Hugo A survey of Web technology for metadata aggregation in cultural heritage In the World Wide Web, a very large number of resources are made available through digital libraries. The existence of many individual digital libraries, maintained by different organizations, brings challenges to the discoverability and usage of these resources by potential users. A widely-used approach is metadata aggregation, where a central organization takes the role of facilitating the discoverability and use of the resources, by collecting their associated metadata. The central organization has the possibility to further promote the usage of the resources by means that cannot be efficiently undertaken by each digital library in isolation. This paper focuses in the domain of cultural heritage, where OAI-PMH has been the embraced solution, since discovery of resources was only feasible if based on metadata instead of full-text. However, the technological landscape has changed. Nowadays, with the technological improvements accomplished by network communications, computational capacity, and Internet search engines, the motivation for adopting OAI-PMH is not as clear as it used to be. In this paper, we present the results of our analysis of available potential technologies, using as application context the Europeana Network and its requirements for metadata aggregation. We cover the following technologies: IIIF (International Image Interoperability Framework); Webmention; Linked Data Notifications; WebSub; Sitemaps; ResourceSync; Open Publication Distribution System (OPDS); Linked Data Platform; and Schema.org. 2017-11 en 2025-07-22 425-436 37 Information Services and Use DOI 10.3233/ISU-170859 4 ISSN 0167-5265, 1875-8789 journalArticle Copim DOI 10.21428/785a6451.76e96572 Higman Ross Cole Gareth Gatti Rupert Arias Javier Steiner Toby Stokes Paul Wheatley Paul Barnes Miranda McGann Claire Putting the 'Open' in 'Thoth Open Archiving Network' 2025-03 en 2025-07-22 report Zenodo Steiner Tobias Adema Janneke open source publishing metadata books monographs business models discoverability dissemination Experimental Publishing Compendium Humanities not-for-profit Open Book Collective open infrastructures Opening The Future Social Sciences Thoth Archiving Network Thoth Open Metadata Community-Led Open Publication Infrastructures for Monographs: Final Report Right from its inception, COPIM has been committed to exploring solutions to some of the most pressing issues and problems that prevent small open access (OA) book publishers from interfacing with large-scale publishing infrastructures, organisations, and processes. This commitment is reflected in the major improvements COPIM has developed over the last 3.5 years (Nov 2019 to April 2023) in the form of a significantly enriched, not-for-profit, and open-source ecosystem for OA book publishing; an ecosystem that is now growing to help support and sustain a diversity of publishing initiatives and models, particularly within Humanities and Social Sciences (HSS) publishing. The alternative infrastructures, business and revenue models, preservation structures, and governance procedures that have been scoped, developed, and proof-of-concept-delivered through COPIM, enable increased economic resilience and enhanced capacities for the publication and dissemination of open access books at a variety of scales. COPIM's Scaling Small approach offers Higher Education institutions and HSS researchers sustainable publishing models that they control, providing them with increased publishing options, new revenue streams, and cost reductions that are designed to help build a more equitable, horizontal, and co-operative knowledge sharing community. COPIM has used the project's final 18 months (including a no-cost extension of six months due to the coronavirus emergency) to successfully deliver in the areas of collaborative research, infrastructure development, governance work, and outreach and community building, while also contributing to policy consultations in an international context. Further evolving its approach to cope with the continued and compounding challenges that the COVID-19 pandemic, Brexit, the Russian invasion of Ukraine, a heat-or-eat crisis/recession, and UCU strikes for better pay, and further emerging issues on regional and global scales have posed to the Higher Education sector and beyond, the project has succeeded in meeting the vast majority of its deliverables and milestones across all work packages over the last few months, in some areas even outperforming the initial goals set and superseding expectations. The final list of key outputs and activities delivered across the project's lifespan include: publication of 13 major scoping reports, 3 annual project reports, plus a variety of research papers published in peer-reviewed journals; successful organisation and documentation of 26 workshops, with more than 220 national and international stakeholders representing 25 countries. presentation of COPIM work at more than 120 international conferences, workshops, and events. set-up an iterative extension of an Outreach and Dissemination network that is combining a variety of channels, including social media and open community platforms. following the platform's beta launch in 2021, the successful inception of Thoth, COPIM’s Open Dissemination System, as a Community Interest Company under the name of Thoth Open Metadata CIC. Thoth now makes open access book metadata available in an open, transparent, and participatory way via its open API, and publishers can use the platform's interface to create rich, open metadata for direct dissemination in a variety of global channels. launch of the Open Book Collective platform and community of OA book publishers, infrastructure providers, and libraries that are collaborating to bring about a future for OA book publishing free from inequitable Book Processing Charges. This included generating more than £100,000 in invoiced income to date, and over £14,000 of income expected to be invoiced shortly, 90% of which will flow either direct to OA book publishers and service providers or to the wider OA publishing ecosystem via our grant giving Collective Development Fund. It has also implemented a robust legal, financial, and governance model to ensure longer-term stability of the Open Book Collective legal entity which has been registered as a CCLG in the UK in 2022. further strengthening of the Opening the Future revenue model via the two publishers, CEU Press and Liverpool University Press, that COPIM has been working with. Through Opening the Future, both presses have released 15 new monographs between them, and have accrued enough funding through the programme for approximately 45 titles to be published OA in the coming months/years. launch of the Experimental Publishing Compendium, as a comprehensive online resource bringing together tools, practices, and books to promote and support the publication of experimental book publications. establishing the Thoth Archiving Network, a community-led collaboration between university repositories and national libraries to facilitate archiving and preservation of OA books via COPIM's Open Dissemination System Thoth, particularly those published by small and medium-sized publishers that might not have the resources to invest in other, more expensive means of archiving. The COPIM project has continued and deepened its engagement with the work packages’ variety of stakeholders (i.e., librarians, publishers, researchers, technology providers, and the general public), bringing together key experts and those interested in learning more about scholar-led, not-for-profit, OA book publishing. Alongside its own event organisation and outreach activities, COPIM has been involved in the Open Access Book Network, while COPIM team members have participated in a wide range of conferences, events, and network events organised by partner organisations and projects such as OASPA, OPERAS, LIBER, the Next Generation Library Publishing project, Invest in Open Infrastructure, OpenAIRE, The British Library, COAR, EIFL, Open Access Australasia, and the European Open Science Cloud. The sustained progress against the original plan is particularly noteworthy as the project had to work with the continued and compounding effects of the various systemic challenges that COPIM has faced since its inception. As has been outlined in previous reports, Brexit and the COVID-19 pandemic – along with the systemic effects these events continue to have on the Higher Education sector as a whole – has impacted much of the project work on COPIM. The Russian invasion of Ukraine has added further volatility to the sector. As a result, the project has had to accommodate a variety of delays in staff recruitment along with an increase in pandemic-related limitations to the availability of staff members due to extended care duties and the toll on health and wellbeing of all involved. In addition to that, library budgets have declined due to COVID-19 pandemic cuts in funding for HE institutions and library budgets. As per feedback received from librarians, many budgets have been reduced to ‘essential spending only’. This has directly impacted the outreach conducted by WPs 2 and 3. Despite these challenges COPIM has, together with its evolving network of stakeholders, now successfully implemented its open infrastructure proof-of-concepts together with the corresponding systems of governance that had been conceptualised over its first two years. The six-month no-cost extension that COPIM requested from its funders to make effective use of the budget underspend accrued during the project’s lifetime due to the above-mentioned systemic challenges, has proven fruitful and enabled the team to succeed in completing its work on the envisioned proof-of-concepts for an alternative ecosystem of open infrastructures for monographs. 2023-09 eng Community-Led Open Publication Infrastructures for Monographs 2025-07-22 DOI 10.5281/zenodo.7961527 webpage Metadata 20/20 Shared Best Practice and Principles https://metadata2020.org/projects/shared-practice/ 2025-07-25 10:51:03 attachment Shared Best Practice and Principles https://metadata2020.org/projects/shared-practice/ 2025-07-25 10:51:09 1 text/html webpage Metadata 20/20 Metadata Best Practices Links to Best Practices and Guidelines of the Scholarly Communications Community Metadata 2020’s Best Practices and Principles Project Group has collected links to existing metadata guidelines and best practices in order to shed light on what currently exists and whether they are applicable to the scholarly communications lifecycle. This list focuses on creating, maintaining, and distributing different types of structured information to improve discovery of articles, conference proceedings, books, and datasets produced by researchers. en https://metadata2020.org/resources/metadata-best-practices/ 2025-07-25 10:51:11 CC BY 4.0 website attachment Snapshot https://metadata2020.org/resources/metadata-best-practices/ 2025-07-25 10:51:16 1 text/html report Laakso Mikael Bandura-Morgan Laura Bazeliuk Nataliia Davidson Andrea Dreyer Malte Iannace Davidee Emanuele Manista Gabriela Maciej Maryl Matthias Lisa Ozkan Oguz Proudman Vanessa Păltineanu Sînziana da Silva Ferreira Nelson Henrique Stone Graham Tummes Jan-Philip Wnuk Magdalena Varachina Hanna open access scholarly communication books monographs policies PALOMERA Deliverable 3.1 – Report on Analysis Findings This report describes the work of WP3 (Analysing the Knowledge Base), which builds upon and extends the work of WP2 (Building the Knowledge Base). The primary objective of WP3 was to analyse the various data collected earlier in the project in order to gain insights into the current status of open access book policies in the European Research Area. The analysis findings documented in this deliverable serve as the foundation for WP4 (Recommendations and Resources), where actionable recommendations are provided for different stakeholder groups. In this report as well as throughout the project, academic books are defined as scholarly, peer-reviewed, books including monographs, book chapters, edited collections, critical editions, and other long-form scholarly works unless otherwise noted. Running from month 6 to month 21 of the project, WP3 conducted various analyses of the diverse datasets collected in the project: interviews, open access policies, surveys, and bibliometrics. Each dataset required a tailored analytical approach to leverage its unique contributions and derive meaningful insights, ensuring that the project’s objectives were met through a thorough and nuanced examination of the available information. For this purpose, the project has been oriented around conducting a holistic PESTLE-analysis since the initial design of the data collection, where the Political, Economic, Social, Technological, Legal, and Environmental factors of OA policies and current challenges around OA book publishing are approached and interpreted from multiple perspectives in order to build a comprehensive understanding of the complex landscape. The analysis methodology underwent an external validation process during which three external experts (Janneke Adema, Chérifa Boukacem-Zeghmouri, Charles Watkinson) provided valuable feedback for shaping the methodological approaches and presentation of results. The project analysed 246 OA policy documents from the ERA. For this research, we defined an OA policy as a document that: ●      Is issued by a policymaker or an organisation that is either an RFO, RPO, library or infrastructure provider, or organisation with regional or national policy impact. ●      Requires or encourages OA scholarly publications that are associated with or supported by the issuing organisation through funding, affiliation, or other forms of upstream involvement. This analysis revealed diverse practices when it comes to if and how OA books are present in current OA policies for all types of stakeholders. Our results indicate that OA book policies are still an emerging practice compared to the mature landscape there is for OA journal article policies. RFOs (Reserach Funding Organisations) were in general more strict in their requirements for OA to books when a policy was present, but also providing associated funding for making it OA directly through the publisher when a requirement was present, while RPOs more commonly had OA to books as a recommendation with self-archiving as a commonly mentioned pathway to achieve that. A quality we found many policies lacking was specificity with everything from definitions, responsibilities, and timeframes being so vague so as to make the policy ambiguous. The 42 interviews across different stakeholder groups and countries provided an important mechanism for elaborating on past, present, and future circumstances of OA books in the ERA countries beyond what formal policy documents can provide. The most frequently mentioned barriers that emerged during our interviews were a lack of available funding resources and OA book policies, as well as challenges for coordination on a national scale. The list of additional challenges is long, spanning all the PESTLE factors, which offer helpful guidance for anchoring strong OA book policies in different types of environments. We conducted an ERA-wide web survey that generated 420 complete responses from different stakeholder groups (national policymakers, RFOs, RPOs, publishers, libraries, infrastructure providers, learned societies). In addition to mapping out awareness of current OA policies in different countries and types of organisations, a key thread of inquiry was related to the respondents attitudes towards the design of policies and policy measures for OA books. Declarations and policies were well known among respondents where such existed, particularly in centrally organised countries compared to countries with federal systems. A general tendency among respondents overall was calling out for more intensive stakeholder involvement across the board in the implementation of OA policies. Among the more detailed questions, transparent calculation of book processing charges was regarded as the most important statement concerning economic measures, and concerning technical infrastructures respondents were overwhelmingly in favour of publicly funded technical infrastructures rather than commercial solutions. The analysis in this deliverable includes a bibliometric investigation that provides an overview of what OpenAlex, the broadest bibliometric database based on open data, can tell us about the current information quality and prevalence of OA books during the last few years. Due to the many limitations of current bibliometrics databases comprehensively indexing in particular titles by national publishers we conducted a survey of national libraries in the ERA to establish to what degree they are able to track OA books, and to what degree such data can be shared by them. As a final step, we draw together the different strands of collected data and findings to the individual country-levels of the ERA in order to map commonalities and divergences in their current policy circumstances as well as other supporting aspects of OA book publishing. The OA policy frameworks in different countries show very different levels of presence and strictness, and also OA book funding and support mechanisms. While we could see that most countries had a moderate or strong technical infrastructure in the country, the opportunities for OA book publishing were quite often low or moderate with publishers in the country. As far as we are aware, this is the most comprehensive study on OA book policies yet, including not only a large and internationally diverse set of policies analysed in a structured and detailed way, but also through all the other supporting datasets that were collected in parallel in order to understand the circumstances of individual countries and stakeholder groups in an unprecedented and more detailed way. The Knowledge Base that has been the foundation of the project will persist as an open data resource to serve continued inquiries into this space, hopefully updating and extending the research which has been conducted within this project and this WP. The Open Access Book Toolkit managed by OAPEN has been extended with articles stemming from the analysis work in the project, creating an accessible pathway for dissemination of central findings from the project. Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the Agency. Neither the European Union nor the granting authority can be held responsible for them. 2024-10-01 en DOI.org (Datacite) https://zenodo.org/records/14330282 2025-07-25 10:47:30 Creative Commons Attribution 4.0 International DOI 10.5281/zenodo.14330282 <div data-citation-items="%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22itemData%22%3A%7B%22id%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%2C%22type%22%3A%22report%22%2C%22abstract%22%3A%22This%20report%20describes%20the%20work%20of%20WP3%20(Analysing%20the%20Knowledge%20Base)%2C%20which%20builds%20upon%20and%20extends%20the%20work%20of%20WP2%20(Building%20the%20Knowledge%20Base).%20The%20primary%20objective%20of%20WP3%20was%20to%20analyse%20the%20various%20data%20collected%20earlier%20in%20the%20project%20in%20order%20to%20gain%20insights%20into%20the%20current%20status%20of%20open%20access%20book%20policies%20in%20the%20European%20Research%20Area.%20The%20analysis%20findings%20documented%20in%20this%20deliverable%20serve%20as%20the%20foundation%20for%20WP4%20(Recommendations%20and%20Resources)%2C%20where%20actionable%20recommendations%20are%20provided%20for%20different%20stakeholder%20groups.%5Cn%5CnIn%20this%20report%20as%20well%20as%20throughout%20the%20project%2C%20academic%20books%20are%20defined%20as%20scholarly%2C%20peer-reviewed%2C%20books%20including%20monographs%2C%20book%20chapters%2C%20edited%20collections%2C%20critical%20editions%2C%20and%20other%20long-form%20scholarly%20works%20unless%20otherwise%20noted.%5Cn%5CnRunning%20from%20month%206%20to%20month%2021%20of%20the%20project%2C%20WP3%20conducted%20various%20analyses%20of%20the%20diverse%20datasets%20collected%20in%20the%20project%3A%20interviews%2C%20open%20access%20policies%2C%20surveys%2C%20and%20bibliometrics.%20Each%20dataset%20required%20a%20tailored%20analytical%20approach%20to%20leverage%20its%20unique%20contributions%20and%20derive%20meaningful%20insights%2C%20ensuring%20that%20the%20project%E2%80%99s%20objectives%20were%20met%20through%20a%20thorough%20and%20nuanced%20examination%20of%20the%20available%20information.%20For%20this%20purpose%2C%20the%20project%20has%20been%20oriented%20around%20conducting%20a%20holistic%20PESTLE-analysis%20since%20the%20initial%20design%20of%20the%20data%20collection%2C%20where%20the%20Political%2C%20Economic%2C%20Social%2C%20Technological%2C%20Legal%2C%20and%20Environmental%20factors%20of%20OA%20policies%20and%20current%20challenges%20around%20OA%20book%20publishing%20are%20approached%20and%20interpreted%20from%20multiple%20perspectives%20in%20order%20to%20build%20a%20comprehensive%20understanding%20of%20the%20complex%20landscape.%20The%20analysis%20methodology%20underwent%20an%20external%20validation%20process%20during%20which%20three%20external%20experts%20(Janneke%20Adema%2C%20Ch%C3%A9rifa%20Boukacem-Zeghmouri%2C%20Charles%20Watkinson)%20provided%20valuable%20feedback%20for%20shaping%20the%20methodological%20approaches%20and%20presentation%20of%20results.%5Cn%5CnThe%20project%20analysed%20246%20OA%20policy%20documents%20from%20the%20ERA.%20For%20this%20research%2C%20we%20defined%20an%20OA%20policy%20as%20a%20document%20that%3A%5Cn%5Cn%E2%97%8F%C2%A0%C2%A0%C2%A0%C2%A0%C2%A0%20Is%20issued%20by%20a%20policymaker%20or%20an%20organisation%20that%20is%20either%20an%20RFO%2C%20RPO%2C%20library%20or%20infrastructure%20provider%2C%20or%20organisation%20with%20regional%20or%20national%20policy%20impact.%5Cn%5Cn%E2%97%8F%C2%A0%C2%A0%C2%A0%C2%A0%C2%A0%20Requires%20or%20encourages%20OA%20scholarly%20publications%20that%20are%20associated%20with%20or%20supported%20by%20the%20issuing%20organisation%20through%20funding%2C%20affiliation%2C%20or%20other%20forms%20of%20upstream%20involvement.%5Cn%5CnThis%20analysis%20revealed%20diverse%20practices%20when%20it%20comes%20to%20if%20and%20how%20OA%20books%20are%20present%20in%20current%20OA%20policies%20for%20all%20types%20of%20stakeholders.%20Our%20results%20indicate%20that%20OA%20book%20policies%20are%20still%20an%20emerging%20practice%20compared%20to%20the%20mature%20landscape%20there%20is%20for%20OA%20journal%20article%20policies.%20RFOs%20(Reserach%20Funding%20Organisations)%20were%20in%20general%20more%20strict%20in%20their%20requirements%20for%20OA%20to%20books%20when%20a%20policy%20was%20present%2C%20but%20also%20providing%20associated%20funding%20for%20making%20it%20OA%20directly%20through%20the%20publisher%20when%20a%20requirement%20was%20present%2C%20while%20RPOs%20more%20commonly%20had%20OA%20to%20books%20as%20a%20recommendation%20with%20self-archiving%20as%20a%20commonly%20mentioned%20pathway%20to%20achieve%20that.%20A%20quality%20we%20found%20many%20policies%20lacking%20was%20specificity%20with%20everything%20from%20definitions%2C%20responsibilities%2C%20and%20timeframes%20being%20so%20vague%20so%20as%20to%20make%20the%20policy%20ambiguous.%5Cn%5CnThe%2042%20interviews%20across%20different%20stakeholder%20groups%20and%20countries%20provided%20an%20important%20mechanism%20for%20elaborating%20on%20past%2C%20present%2C%20and%20future%20circumstances%20of%20OA%20books%20in%20the%20ERA%20countries%20beyond%20what%20formal%20policy%20documents%20can%20provide.%20The%20most%20frequently%20mentioned%20barriers%20that%20emerged%20during%20our%20interviews%20were%20a%20lack%20of%20available%20funding%20resources%20and%20OA%20book%20policies%2C%20as%20well%20as%20challenges%20for%20coordination%20on%20a%20national%20scale.%20The%20list%20of%20additional%20challenges%20is%20long%2C%20spanning%20all%20the%20PESTLE%20factors%2C%20which%20offer%20helpful%20guidance%20for%20anchoring%20strong%20OA%20book%20policies%20in%20different%20types%20of%20environments.%5Cn%5CnWe%20conducted%20an%20ERA-wide%20web%20survey%20that%20generated%20420%20complete%20responses%20from%20different%20stakeholder%20groups%20(national%20policymakers%2C%20RFOs%2C%20RPOs%2C%20publishers%2C%20libraries%2C%20infrastructure%20providers%2C%20learned%20societies).%20In%20addition%20to%20mapping%20out%20awareness%20of%20current%20OA%20policies%20in%20different%20countries%20and%20types%20of%20organisations%2C%20a%20key%20thread%20of%20inquiry%20was%20related%20to%20the%20respondents%20attitudes%20towards%20the%20design%20of%20policies%20and%20policy%20measures%20for%20OA%20books.%20Declarations%20and%20policies%20were%20well%20known%20among%20respondents%20where%20such%20existed%2C%20particularly%20in%20centrally%20organised%20countries%20compared%20to%20countries%20with%20federal%20systems.%20A%20general%20tendency%20among%20respondents%20overall%20was%20calling%20out%20for%20more%20intensive%20stakeholder%20involvement%20across%20the%20board%20in%20the%20implementation%20of%20OA%20policies.%20Among%20the%20more%20detailed%20questions%2C%20transparent%20calculation%20of%20book%20processing%20charges%20was%20regarded%20as%20the%20most%20important%20statement%20concerning%20economic%20measures%2C%20and%20concerning%20technical%20infrastructures%20respondents%20were%20overwhelmingly%20in%20favour%20of%20publicly%20funded%20technical%20infrastructures%20rather%20than%20commercial%20solutions.%5Cn%5CnThe%20analysis%20in%20this%20deliverable%20includes%20a%20bibliometric%20investigation%20that%20provides%20an%20overview%20of%20what%20OpenAlex%2C%20the%20broadest%20bibliometric%20database%20based%20on%20open%20data%2C%20can%20tell%20us%20about%20the%20current%20information%20quality%20and%20prevalence%20of%20OA%20books%20during%20the%20last%20few%20years.%20Due%20to%20the%20many%20limitations%20of%20current%20bibliometrics%20databases%20comprehensively%20indexing%20in%20particular%20titles%20by%20national%20publishers%20we%20conducted%20a%20survey%20of%20national%20libraries%20in%20the%20ERA%20to%20establish%20to%20what%20degree%20they%20are%20able%20to%20track%20OA%20books%2C%20and%20to%20what%20degree%20such%20data%20can%20be%20shared%20by%20them.%5Cn%5CnAs%20a%20final%20step%2C%20we%20draw%20together%20the%20different%20strands%20of%20collected%20data%20and%20findings%20to%20the%20individual%20country-levels%20of%20the%20ERA%20in%20order%20to%20map%20commonalities%20and%20divergences%20in%20their%20current%20policy%20circumstances%20as%20well%20as%20other%20supporting%20aspects%20of%20OA%20book%20publishing.%20The%20OA%20policy%20frameworks%20in%20different%20countries%20show%20very%20different%20levels%20of%20presence%20and%20strictness%2C%20and%20also%20OA%20book%20funding%20and%20support%20mechanisms.%20While%20we%20could%20see%20that%20most%20countries%20had%20a%20moderate%20or%20strong%20technical%20infrastructure%20in%20the%20country%2C%20the%20opportunities%20for%20OA%20book%20publishing%20were%20quite%20often%20low%20or%20moderate%20with%20publishers%20in%20the%20country.%5Cn%5CnAs%20far%20as%20we%20are%20aware%2C%20this%20is%20the%20most%20comprehensive%20study%20on%20OA%20book%20policies%20yet%2C%20including%20not%20only%20a%20large%20and%20internationally%20diverse%20set%20of%20policies%20analysed%20in%20a%20structured%20and%20detailed%20way%2C%20but%20also%20through%20all%20the%20other%20supporting%20datasets%20that%20were%20collected%20in%20parallel%20in%20order%20to%20understand%20the%20circumstances%20of%20individual%20countries%20and%20stakeholder%20groups%20in%20an%20unprecedented%20and%20more%20detailed%20way.%20The%20Knowledge%20Base%20that%20has%20been%20the%20foundation%20of%20the%20project%20will%20persist%20as%20an%20open%20data%20resource%20to%20serve%20continued%20inquiries%20into%20this%20space%2C%20hopefully%20updating%20and%20extending%20the%20research%20which%20has%20been%20conducted%20within%20this%20project%20and%20this%20WP.%20The%20Open%20Access%20Book%20Toolkit%20managed%20by%20OAPEN%20has%20been%20extended%20with%20articles%20stemming%20from%20the%20analysis%20work%20in%20the%20project%2C%20creating%20an%20accessible%20pathway%20for%20dissemination%20of%20central%20findings%20from%20the%20project.%5Cn%5CnFunded%20by%20the%20European%20Union.%20Views%20and%20opinions%20expressed%20are%20however%20those%20of%20the%20author(s)%20only%20and%20do%20not%20necessarily%20reflect%20those%20of%20the%20European%20Union%20or%20the%20Agency.%20Neither%20the%20European%20Union%20nor%20the%20granting%20authority%20can%20be%20held%20responsible%20for%20them.%22%2C%22language%22%3A%22en%22%2C%22license%22%3A%22Creative%20Commons%20Attribution%204.0%20International%22%2C%22note%22%3A%22DOI%2010.5281%2Fzenodo.14330282%22%2C%22source%22%3A%22DOI.org%20(Datacite)%22%2C%22title%22%3A%22PALOMERA%20Deliverable%203.1%20%E2%80%93%20Report%20on%20Analysis%20Findings%22%2C%22URL%22%3A%22https%3A%2F%2Fzenodo.org%2Frecords%2F14330282%22%2C%22author%22%3A%5B%7B%22family%22%3A%22Laakso%22%2C%22given%22%3A%22Mikael%22%7D%2C%7B%22family%22%3A%22Bandura-Morgan%22%2C%22given%22%3A%22Laura%22%7D%2C%7B%22family%22%3A%22Bazeliuk%22%2C%22given%22%3A%22Nataliia%22%7D%2C%7B%22family%22%3A%22Davidson%22%2C%22given%22%3A%22Andrea%22%7D%2C%7B%22family%22%3A%22Dreyer%22%2C%22given%22%3A%22Malte%22%7D%2C%7B%22family%22%3A%22Iannace%22%2C%22given%22%3A%22Davidee%20Emanuele%22%7D%2C%7B%22family%22%3A%22Manista%22%2C%22given%22%3A%22Gabriela%22%7D%2C%7B%22family%22%3A%22Maciej%22%2C%22given%22%3A%22Maryl%22%7D%2C%7B%22family%22%3A%22Matthias%22%2C%22given%22%3A%22Lisa%22%7D%2C%7B%22family%22%3A%22Ozkan%22%2C%22given%22%3A%22Oguz%22%7D%2C%7B%22family%22%3A%22Proudman%22%2C%22given%22%3A%22Vanessa%22%7D%2C%7B%22family%22%3A%22P%C4%83ltineanu%22%2C%22given%22%3A%22S%C3%AEnziana%22%7D%2C%7B%22family%22%3A%22Silva%20Ferreira%22%2C%22given%22%3A%22Nelson%20Henrique%22%2C%22non-dropping-particle%22%3A%22da%22%7D%2C%7B%22family%22%3A%22Stone%22%2C%22given%22%3A%22Graham%22%7D%2C%7B%22family%22%3A%22Tummes%22%2C%22given%22%3A%22Jan-Philip%22%7D%2C%7B%22family%22%3A%22Wnuk%22%2C%22given%22%3A%22Magdalena%22%7D%2C%7B%22family%22%3A%22Varachina%22%2C%22given%22%3A%22Hanna%22%7D%5D%2C%22accessed%22%3A%7B%22date-parts%22%3A%5B%5B%222025%22%2C7%2C25%5D%5D%7D%2C%22issued%22%3A%7B%22date-parts%22%3A%5B%5B%222024%22%2C10%2C1%5D%5D%7D%7D%7D%5D" data-schema-version="9"><h1>Annotations<br/>(10/08/2025, 14:58:58)</h1> <p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%224895YZXQ%22%2C%22color%22%3A%22%23f19837%22%2C%22pageLabel%22%3A%2241%22%2C%22position%22%3A%7B%22pageIndex%22%3A40%2C%22rects%22%3A%5B%5B294.418%2C297.372%2C524.394%2C307.76%5D%2C%5B70.944%2C283.692%2C524.244%2C294.08%5D%2C%5B70.944%2C270.132%2C524.443%2C280.52%5D%2C%5B70.944%2C256.452%2C524.335%2C266.84%5D%2C%5B70.944%2C242.862%2C524.353%2C253.25%5D%2C%5B70.944%2C229.182%2C524.431%2C239.57%5D%2C%5B70.944%2C215.622%2C524.512%2C226.01%5D%2C%5B70.944%2C201.942%2C524.708%2C212.33%5D%2C%5B70.944%2C188.382%2C524.174%2C198.77%5D%2C%5B70.944%2C174.822%2C137.616%2C185.21%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2241%22%7D%7D">“he literature on OA policies for academic books, particularly monographs, reflects the complex landscape of scholarly publishing and the unique challenges faced in transitioning long-form content to OA models. Two key texts in this category, Adema (2019) and Fathallah (2022), provide comprehensive insights into the development, implementation, and implications of OA book policies. Both authors agree that policy intervention is necessary and welcome, but stress the importance of carefully crafted policies that address the unique challenges of OA books. They highlight the need for sustainable funding models, advocating for exploration of alternatives to BPCs, such as consortial funding. Moreover, both texts emphasise the crucial role of robust technical infrastructure for OA book publishing, dissemination, and discoverability”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2241%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 41</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22FAVLESCR%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%2243%22%2C%22position%22%3A%7B%22pageIndex%22%3A42%2C%22rects%22%3A%5B%5B70.944%2C145.542%2C524.718%2C155.93%5D%2C%5B70.944%2C131.982%2C374.435%2C142.37%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2243%22%7D%7D">“Unexpectedly, there was very limited literature available on OA policies on an in-depth and comprehensive level, with almost nothing with focus on OA books.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2243%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 43</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22AD6QIXBL%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%2246%22%2C%22position%22%3A%7B%22pageIndex%22%3A45%2C%22rects%22%3A%5B%5B70.944%2C624.542%2C524.423%2C634.93%5D%2C%5B70.944%2C610.982%2C524.074%2C621.37%5D%2C%5B70.944%2C597.302%2C524.526%2C607.69%5D%2C%5B70.944%2C583.712%2C524.204%2C594.1%5D%2C%5B70.944%2C570.032%2C472.362%2C580.42%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2246%22%7D%7D">“An interesting result was that respondents ranked openly available metadata as “more important” than a freely available digital version of the book released simultaneously with the print version. Considering the importance stakeholders place on open metadata, we recommended that funders emphasise this aspect in future policy. Additionally, publishers, libraries, and infrastructure providers should work towards making openly available metadata a standard practice.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2246%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 46</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%223X3LVZTR%22%2C%22color%22%3A%22%23e56eee%22%2C%22pageLabel%22%3A%2246%22%2C%22position%22%3A%7B%22pageIndex%22%3A45%2C%22rects%22%3A%5B%5B70.944%2C464.312%2C524.154%2C474.7%5D%2C%5B70.944%2C450.752%2C524.064%2C461.14%5D%2C%5B70.944%2C437.072%2C524.468%2C447.46%5D%2C%5B70.944%2C423.492%2C524.154%2C433.88%5D%2C%5B70.944%2C409.932%2C201.998%2C420.32%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2246%22%7D%7D">“Use of persistent identifiers (PIDs) was considered important, with particular endorsement from libraries and publishers in the stakeholder sample. As PIDs gain wider adoption, we recommend their incorporation into future policies and encourage their continued use across the industry. Such an approach would align with stakeholder preferences and enhance the discoverability and longevity of scholarly works.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2246%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 46</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%2298BFH9B6%22%2C%22color%22%3A%22%23a28ae5%22%2C%22pageLabel%22%3A%2246%22%2C%22position%22%3A%7B%22pageIndex%22%3A45%2C%22rects%22%3A%5B%5B285.801%2C329.772%2C524.234%2C340.16%5D%2C%5B70.944%2C316.212%2C524.513%2C326.6%5D%2C%5B70.944%2C302.532%2C379.435%2C312.92%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2246%22%7D%7D">“Therefore, we recommend implementing separate budget lines as a proactive measure. Additionally, it is recommended that stakeholders actively support and encourage alternative publication formats and forms.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2246%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 46</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%223MCZ7CHH%22%2C%22color%22%3A%22%235fb236%22%2C%22pageLabel%22%3A%2246%22%2C%22position%22%3A%7B%22pageIndex%22%3A45%2C%22rects%22%3A%5B%5B358.977%2C263.292%2C524.263%2C273.68%5D%2C%5B70.944%2C249.702%2C524.585%2C260.09%5D%2C%5B70.944%2C236.022%2C234.955%2C246.41%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2246%22%7D%7D">“Therefore it is recommended that measures are taken by all stakeholders to ensure that this technical infrastructure is funded and developed to support future policy.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2246%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 46</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22PSQLIZY4%22%2C%22color%22%3A%22%23f19837%22%2C%22pageLabel%22%3A%2253%22%2C%22position%22%3A%7B%22pageIndex%22%3A52%2C%22rects%22%3A%5B%5B158.612%2C613.742%2C524.447%2C624.13%5D%2C%5B70.944%2C600.062%2C524.608%2C610.45%5D%2C%5B70.944%2C586.472%2C524.562%2C596.86%5D%2C%5B70.944%2C572.792%2C524.363%2C583.18%5D%2C%5B70.944%2C559.232%2C524.523%2C569.62%5D%2C%5B70.944%2C545.552%2C524.194%2C555.94%5D%2C%5B70.944%2C531.992%2C524.477%2C542.38%5D%2C%5B70.944%2C518.312%2C524.064%2C528.7%5D%2C%5B70.944%2C504.752%2C109.22%2C515.14%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2253%22%7D%7D">“t becomes clear from the country-based analysis of books in OpenAlex that respectively needed metadata quality is currently lacking. From a perspective of policy-making, a desirable development for improving the monitorability of books would be the assignment of DOIs as well as the increased representation of affiliated institutions in metadata on books. Especially for policy-makers and research funders, the possibilities for evaluating implementation and impact of policies would be dramatically increased. A final and important aspect for the future, which would enhance the reliability of any monitoring effort around books, is the ability of national libraries to provide statistics on how many academic books are published annually in a respective country.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2253%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 53</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22G347B5WU%22%2C%22color%22%3A%22%23aaaaaa%22%2C%22pageLabel%22%3A%2253%22%2C%22position%22%3A%7B%22pageIndex%22%3A52%2C%22rects%22%3A%5B%5B136.411%2C408.732%2C524.154%2C419.12%5D%2C%5B70.944%2C395.172%2C524.567%2C405.56%5D%2C%5B70.944%2C381.492%2C331.966%2C391.88%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2253%22%7D%7D">“we turned to national libraries, expecting them to provide complete information on all books published in their respective countries, including academic OA titles. However, the findings reveal a fragmented and incomplete landscape.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2253%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 53</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22DYLZ4K34%22%2C%22color%22%3A%22%232ea8e5%22%2C%22pageLabel%22%3A%2255%22%2C%22position%22%3A%7B%22pageIndex%22%3A54%2C%22rects%22%3A%5B%5B70.944%2C757.502%2C524.303%2C767.89%5D%2C%5B70.944%2C743.942%2C524.353%2C754.33%5D%2C%5B70.944%2C730.262%2C524.538%2C740.65%5D%2C%5B70.944%2C716.702%2C524.263%2C727.09%5D%2C%5B70.944%2C703.022%2C524.283%2C713.41%5D%2C%5B70.944%2C689.462%2C524.401%2C699.85%5D%2C%5B70.944%2C675.782%2C338.649%2C686.17%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2255%22%7D%7D">“The insufficient design of the legal deposit is understandably mentioned as the reason why the data situation remains incomplete. Additionally, the political level, where the legal deposit is structured, differs according to the legal systems of the countries surveyed. At the same time numerous countries have plans to create digital deposits. Harmonisation would therefore be possible through the involvement of a transnational institution or the voluntary standardisation of national practices for recording publication data and licensing information. A forum that could drive this work forward would first have to be nominated.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2255%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 55</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22R9CHKBFC%22%2C%22color%22%3A%22%235fb236%22%2C%22pageLabel%22%3A%2255%22%2C%22position%22%3A%7B%22pageIndex%22%3A54%2C%22rects%22%3A%5B%5B70.944%2C392.412%2C524.194%2C402.8%5D%2C%5B70.944%2C378.852%2C524.263%2C389.24%5D%2C%5B70.944%2C365.172%2C524.722%2C375.56%5D%2C%5B70.944%2C351.612%2C237.784%2C362%5D%2C%5B70.944%2C325.932%2C524.224%2C336.32%5D%2C%5B70.944%2C312.372%2C524.224%2C322.76%5D%2C%5B70.944%2C298.692%2C148.054%2C309.08%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2255%22%7D%7D">“The survey of national libraries highlighted four key areas: the definition of academic books, data sources, licensing information, and legal deposit systems. We found considerable variability in how these aspects are approached across different countries, underscoring the need for standardisation and harmonisation. A key insight from this analysis is the urgent need for improved metadata coverage and standardised practices across the ERA to enable comprehensive tracking and assessment of OA book publishing.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%2255%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 55</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22LF6IDWMF%22%2C%22color%22%3A%22%23e56eee%22%2C%22pageLabel%22%3A%22111%22%2C%22position%22%3A%7B%22pageIndex%22%3A110%2C%22rects%22%3A%5B%5B140.624%2C169.542%2C524.443%2C179.93%5D%2C%5B70.944%2C155.982%2C524.303%2C166.37%5D%2C%5B70.944%2C142.302%2C524.665%2C152.69%5D%2C%5B70.944%2C128.742%2C524.084%2C139.13%5D%2C%5B70.944%2C115.062%2C119.967%2C125.45%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%22111%22%7D%7D">“technical challenges in OA book publishing encompass complex issues of discoverability and integration with library systems (Extract 8). Concurrently, in some cases, there may be a tendency to overlook the value of librarians' expertise when dealing with technical complexities, despite their extensive experience in managing complex information systems (Extract 9).”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%22111%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 111</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22ME8SE6HU%22%2C%22color%22%3A%22%23f19837%22%2C%22pageLabel%22%3A%22113%22%2C%22position%22%3A%7B%22pageIndex%22%3A112%2C%22rects%22%3A%5B%5B70.944%2C254.502%2C524.243%2C264.89%5D%2C%5B70.944%2C240.942%2C524.353%2C251.33%5D%2C%5B70.944%2C227.262%2C318.799%2C237.65%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%22113%22%7D%7D">“The issue of visibility addresses the lack of open and sufficient metadata, little use of persistent identifiers, publishing formats beyond the pdf or open access archiving of books especially from small publishers and in languages other than English.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%22113%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 113</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22GGUM466T%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%22133%22%2C%22position%22%3A%7B%22pageIndex%22%3A132%2C%22rects%22%3A%5B%5B70.944%2C159.462%2C524.194%2C169.85%5D%2C%5B70.944%2C145.782%2C524.204%2C156.17%5D%2C%5B70.944%2C132.222%2C524.461%2C142.61%5D%2C%5B70.944%2C118.542%2C524.114%2C128.93%5D%2C%5B70.944%2C104.982%2C524.388%2C115.37%5D%2C%5B70.944%2C91.306%2C524.543%2C101.694%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%22133%22%7D%7D">“The current status of OA book policies does not suggest that the environment is ready for highly standardised policies that have nearly identical content independent of country or institutional context. While one can see such tendencies among OA journal article policies, the environment of books is just so much more diverse and lacking maturity in terms of established OA practices that overtly extended standardisation would be ill-advised. OA book policies should be grounded in the context and circumstances that prevail in each institutional and country context, since our research”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%22133%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 133</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22PC9BI4WL%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%22134%22%2C%22position%22%3A%7B%22pageIndex%22%3A133%2C%22rects%22%3A%5B%5B70.944%2C757.502%2C524.383%2C767.89%5D%2C%5B70.944%2C743.942%2C140.256%2C754.33%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%22134%22%7D%7D">“suggests that there is substantial variation in everything from publishing cultures to technological circumstances.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%22134%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 134</span>)</span></p><p><span class="highlight" data-annotation="%7B%22attachmentURI%22%3A%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FPDLIPN4L%22%2C%22annotationKey%22%3A%22EFLTX8K3%22%2C%22color%22%3A%22%23ffd400%22%2C%22pageLabel%22%3A%22134%22%2C%22position%22%3A%7B%22pageIndex%22%3A133%2C%22rects%22%3A%5B%5B135.465%2C570.032%2C524.313%2C580.42%5D%2C%5B70.944%2C556.472%2C145.176%2C566.86%5D%5D%7D%2C%22citationItem%22%3A%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%22134%22%7D%7D">“this research has been the largest body of research into OA book policies on a European scale.”</span> <span class="citation" data-citation="%7B%22citationItems%22%3A%5B%7B%22uris%22%3A%5B%22http%3A%2F%2Fzotero.org%2Fgroups%2F2384449%2Fitems%2FE2RYV26V%22%5D%2C%22locator%22%3A%22134%22%7D%5D%2C%22properties%22%3A%7B%7D%7D">(<span class="citation-item">Laakso et al., 2024, p. 134</span>)</span></p> </div> <div data-schema-version="9"><p><span style="color: rgb(0, 0, 0)"><span style="background-color: transparent">The survey of national libraries highlighted four key areas: the definition of academic books, data sources, licensing information, and legal deposit systems. We found considerable variability in how these aspects are approached across different countries, underscoring the need for standardisation and harmonisation.</span></span></p> <p dir="ltr"><span style="color: rgb(0, 0, 0)"><span style="background-color: transparent">A key insight from this analysis is the urgent need for improved metadata coverage and standardised practices across the ERA to enable comprehensive tracking and assessment of OA book publishing.</span></span></p> <p><span style="color: rgb(0, 0, 0)"><span style="background-color: transparent">Laakso et. al. (2024) PALOMERA report, p.55 </span></span><u><span style="color: rgb(17, 85, 204)"><span style="background-color: transparent"><a href="https://doi.org/10.5281/zenodo.14330282" rel="noopener noreferrer nofollow">10.5281/zenodo.14330282</a></span></span></u></p> </div> <div data-schema-version="9"><p><span style="color: rgb(0, 0, 0)"><span style="background-color: transparent">Unexpectedly, there was very limited literature available on OA policies on an in-depth and comprehensive level, with almost nothing with focus on OA books.</span></span></p> <p>p.43</p> <p></p> </div> attachment Laakso et al. - 2024 - PALOMERA Deliverable 3.1 – Report on Analysis Findings.pdf https://zenodo.org/records/14330282/files/D3.1%20Report%20on%20Analysis%20Findings.pdf 2025-07-25 10:48:04 1 application/pdf webpage EDItEUR BIC Subject Categories 2010-11 https://ns.editeur.org/bic_categories/ 2020-06-22 15:10:09 attachment BIC Subject Categories – index https://ns.editeur.org/bic_categories/ 2020-06-22 15:10:11 1 text/html document Bell Graham Open Access monographs in ONIX for Books: EDITEUR FAQ on Open Access in ONIX 2.1 and ONIX 3.0 2014 https://www.editeur.org/files/ONIX%203/20140722%20Open%20Access%20e-books%20in%20ONIX%20FAQ.pdf 2020-06-04 attachment Bell-2014-Open_Access_monographs_in_ONIX_for_Books.pdf https://www.editeur.org/files/ONIX%203/20140722%20Open%20Access%20e-books%20in%20ONIX%20FAQ.pdf 2020-06-04 12:21:42 1 application/pdf webpage EDItEUR ONIX for books: overview 2009 https://www.editeur.org/83/Overview/ 2020-06-04 11:57:36 attachment EDItEUR https://www.editeur.org/83/Overview/ 2020-06-04 11:57:38 1 text/html journalArticle Deville Joe Sondervan Jeroen Stone Graham Wennström Sofie Rebels with a Cause? Supporting Library and Academic-led Open Access Publishing 2019-09-26 Rebels with a Cause? DOI.org (Crossref) https://www.liberquarterly.eu/article/10.18352/lq.10277/ 2020-06-04 12:06:30 1 29 LIBER Quarterly DOI 10.18352/lq.10277 1 LIBER Quarterly ISSN 2213-056X, 1435-5205 attachment Deville et al. - 2019 - Rebels with a Cause Supporting Library and Academ.pdf http://www.liberquarterly.eu/articles/10.18352/lq.10277/galley/10829/download/ 2020-03-06 14:54:31 1 application/pdf attachment Snapshot https://www.liberquarterly.eu/articles/10.18352/lq.10277/ 2020-03-06 14:54:35 1 text/html report Zenodo Adema Janneke Stone Graham open access open access publishing Academic-Led Presses New University Presses publicrefs Changing Publishing Ecologies: A Landscape Study of New University Presses and Academic-Led Publishing A new wave of university presses is emerging. Common characteristics are that they are open access (OA), digital first, library-based, and they often offer a smaller set of services than a traditional publisher, blurring the line between publisher and platform. In tandem, a small but notable number of academics and researchers have set up their own publishing initiatives, often demonstrating an innovative or unique approach either in workflow, peer review, technology or business model. These new publishing initiatives have a potentially disruptive effect on the scholarly communication environment, providing new avenues for the dissemination of research outputs and acting as pathfinders for the evolution of academic publishing and the scholarly record. In this report, we have captured the current landscape of new university presses (NUPs) and academic-led presses (ALPs) emerging within the UK. Taking different approaches for these two types of press we have captured the take-up, reasoning and characteristics of these initiatives, as well as future plans. The report concludes with a series of recommendations to help support and foster new developments in this space, to share best practice and collaboration and to identify the tools and services that will facilitate further innovation. 2017-07-06 en Changing Publishing Ecologies https://doi.org/10.5281/zenodo.4420993 DOI.org (Datacite) https://repository.jisc.ac.uk/id/eprint/6666 2023-03-10 15:25:25 Creative Commons Attribution 4.0 International, Open Access DOI 10.5281/ZENODO.4420993 <p>This is an interesting report</p> <p> </p> attachment Adema and Stone - 2017 - Changing publishing ecologies A landscape study o.pdf https://repository.jisc.ac.uk/6666/1/Changing-publishing-ecologies-report.pdf 2022-04-03 21:31:47 1 application/pdf attachment Snapshot https://repository.jisc.ac.uk/6666/ 2022-04-03 21:31:51 1 text/html webpage EDItEUR #nosource Thema Subject Categories 1.4 2020-04 https://ns.editeur.org/thema/en 2020-06-22 webpage ARK Alliance ARK Alliance The ARK origin story ARK Origin: A Unique Identifier’s Journey. ARKs address flaws in previous PIDs: PURL, Handle, URN, DOI. Created 2001 as URLs with ‘ark:’ label for persistence. Decentralized, open source, metadata linking. 2021-11-05T18:18:54-07:00 en https://arks.org/about/the-ark-origin-story/ 2025-11-26 11:31:07 attachment Snapshot https://arks.org/about/the-ark-origin-story/ 2025-11-26 11:31:11 1 text/html journalArticle DOI 10.1146/katina-070925-1 Katina Magazine Barnes Lucy Zlodi Iva Melinščak Proudman Vanessa Rabar Ursula Stern Niels How Should Diamond Open Access Work for Books? As infrastructures, policymaking activities, and funding for open access book publishing evolve, the question of how diamond OA might best be implemented for books becomes more pressing. A review of diamond OA criteria for journals is a good place to start. 2025/07/09 en katinamagazine.org https://katinamagazine.org/content/article/open-knowledge/2025/how-should-diamond-oa-work-for-books 2025-11-25 13:49:23 Company: Annual Reviews Distributor: Annual Reviews Institution: Annual Reviews Label: Annual Reviews attachment Snapshot https://katinamagazine.org/content/article/open-knowledge/2025/how-should-diamond-oa-work-for-books 2025-11-25 13:49:30 1 text/html blogPost Walled Culture Moody Glen OCLC says “what is known must be shared”, but sues Anna’s Archive to stop it sharing knowledge <p>Back in March, Walled Culture wrote about the terrible job that academic publishers are doing in terms of creating backups of the articles they publish.  We also mentioned there two large-scale archives that are trying to help, Sci-Hub and Anna’s Archive.  Legal action by publishers against the former seems to have led to a halt …</p> 2024-08-21 en-US https://walledculture.org/oclc-says-what-is-known-must-be-shared-but-sues-annas-archive-to-stop-it-sharing-knowledge/ 2025-11-25 10:31:30 attachment Snapshot https://walledculture.org/oclc-says-what-is-known-must-be-shared-but-sues-annas-archive-to-stop-it-sharing-knowledge/ 2025-11-25 10:31:35 1 text/html blogPost Disruptive Library Technology Jester Murray Peter E. In OCLC v Anna's Archive, New/Novel Issues Sent to State Court 2025-03-21 https://dltj.org/article/oclc-v-annasarchive-certified-to-ohio-court/ 2025-11-25 10:27:17 attachment In OCLC v Anna's Archive, New/Novel Issues Sent to State Court | Disruptive Library Technology Jester https://dltj.org/article/oclc-v-annasarchive-certified-to-ohio-court/ 2025-11-25 10:27:23 1 text/html journalArticle Copim DOI 10.21428/785a6451.eb0d86e8 Copim van Gerven Oei Vincent W. J. Open Metadata in Thoth 2020-11-24 en copim.pubpub.org https://copim.pubpub.org/pub/open-metadata-thoth/release/2 2025-11-25 09:59:43 attachment Full Text PDF https://copim.pubpub.org/pub/open-metadata-thoth/download/pdf 2025-11-25 09:59:45 1 application/pdf document OCLC WorldCat Data Licensing https://web.archive.org/web/20181231200433/https://www.oclc.org/content/dam/oclc/worldcat/documents/worldcat-data-licensing.pdf document W3C Iannella Renato Villata Serena ODRL Information Model 2.2 2018-02-15 https://www.w3.org/TR/odrl-model/ 2025-11-25 09:23:20 attachment ODRL Information Model 2.2 https://www.w3.org/TR/odrl-model/ 2025-11-25 09:23:25 1 text/html journalArticle DOI 10.5281/zenodo.11163158 Zenodo Drummond Christina Watson James Mounier Pierre Elwell Jon Stern Niels Lenahan John Legre Yannick Tsiavos Prodromos Participant Rulebook for the OA Book Usage Data Trust - International Data Space (OAEBUDT-IDS) This 41 pg. rulebook aims to document participation requirements and operational mechanisms for an international data space to provide controlled book usage data exchange across governmental, commercial, and civil society organizatons. The version 0 draft published 8 May 2024 results from a year of workshops, community consultations, and discussions among an expert task team. Multiple sections of the rulebook are pending development through related research on sustainability and technical IDS architecture.  This work was made possible through the "OAeBU Data Trust: Advancing to Launch by Developing IDS Governance Building Blocks" project grant funded by The Mellon Foundation. 2024-05-08 eng Zenodo https://zenodo.org/records/11163158 2025-11-25 09:22:46 attachment Full Text PDF https://zenodo.org/records/11163158/files/OAEBU%20Data%20Trust%20Participant%20Rulebook%20_v0.pdf 2025-11-25 09:22:47 1 application/pdf report Creative Commons Hardings Jack Pearson Sarah Ross Rebecca From Human Content to Machine Data: Introducing CC Signals June 2025 English https://web.archive.org/web/20251008014440/https://creativecommons.org/wp-content/uploads/2025/06/Human-Content-to-Machine-Data_Final.pdf https://creativecommons.org/wp-content/uploads/2025/06/Human-Content-to-Machine-Data_Final.pdf 2025-11-25 34 blogPost Creative Commons Creative Commons CC Signals: A New Social Contract for the Age of AI TL;DR – What are CC signals? CC signals are a proposed framework to help content stewards express how they want their works used in AI training—emphasizing reciprocity, recognition, and sustainability in machine reuse. They aim to preserve open knowledge by encouraging responsible AI behavior without limiting innovation. 💗Love it! How can I show my support?… en-US CC Signals https://creativecommons.org/ai-and-the-commons/cc-signals/ 2025-11-25 09:16:50 attachment Snapshot https://creativecommons.org/ai-and-the-commons/cc-signals/ 2025-11-25 09:16:55 1 text/html blogPost Creative Commons Creative Commons Introducing CC Signals: A New Social Contract for the Age of AI CC Signals © 2025 by Creative Commons is licensed under CC BY 4.0 Creative Commons (CC) today announces the public kickoff of the CC signals project, a new preference signals framework designed to increase reciprocity and sustain a creative commons in the age of AI. The development of CC signals represents a major step forward… 2025-06-25T13:21:48+00:00 en-US Introducing CC Signals https://creativecommons.org/2025/06/25/introducing-cc-signals-a-new-social-contract-for-the-age-of-ai/ 2025-11-25 09:15:44 attachment Snapshot https://creativecommons.org/2025/06/25/introducing-cc-signals-a-new-social-contract-for-the-age-of-ai/ 2025-11-25 09:15:49 1 text/html report Zenodo Ricci Laura Clarke Michael Documenting the Supply Chain for Open Journals and Data This report was produced for the "EAGER: Secure Research Impact Metric Data Exchange: Data Supply Chain" project funded by The National Science Foundation. It documents key stakeholders, data intermediaries, standards and infrastructures related to journal article and dataset usage and impact analysis. Gaps and opportunities for distribution supply chains are identified alongside visualizations of the usage and impact data flows for open data and journals. This report is based on information collected through semi-structured interviews with 25 senior stakeholder leaders representative of the supply chain. Preliminary report findings were made available for  comment from July - August 2024. Feedback is incorporated into this final version.   This material is based upon work supported by the National Science Foundation under Grant Numbers #233587. Any opinions, findings, and conclusions or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the National Science Foundation. 2024-08-19 Zenodo https://zenodo.org/records/13344725 2025-11-18 19:10:11 DOI 10.5281/zenodo.13344725 attachment Full Text PDF https://zenodo.org/records/13344725/files/Documenting%20the%20Supply%20Chain%20for%20Open%20Journals%20and%20Data%20(C&E%20Report%20-%2019August2024).pdf 2025-11-18 19:10:15 1 application/pdf journalArticle DOI 10.5281/zenodo.13683953 Zenodo Taşkın Zehra Melinščak Zlodi Iva Laakso Mikael Torny Didier Arasteh Sona Bargheer Margo Klaus Tabea Schima Julian Agnoloni Tommaso Peruginelli Ginevra Davidson Andrea Franczak Mateusz María Ángeles Cosaldo Bernabé de Pablo Llorente Virginia Dobson Helen Heyman Jade scholarly communication Diamond Open Access Open Access publishing Diamond OA business model Diamond OA journals Diamond Open Access (OA) publishing Diamond publishing platforms Institutional Publishing Service Providers (IPSP) Public funding scholarly publishing landscape D5.2 National overviews on sustaining institutional publishing in Europe The richness of Diamond Open Access (OA) publishing is characterised by its diversity: from the wide-ranging disciplines it serves in multiple languages to the types of organisations and networks involved in developing, running or maintaining it. Local,  regional and national interests driving it are underpinned by the context of the country’s  publishing industry and national political, social, and economic OA priorities, policies, and practices. Understanding the current state and potential future of Diamond OA publishing across the European Research Area is a key goal of the DIAMAS project. This report presents research findings in the early 2024 context of Diamond OA publishing in 10 countries from across the various regions of Europe.  This report shows how national contexts differ and create unique conditions for Diamond OA publishing in each country. Diamond OA particularly flourishes in countries with strong community leadership and public funding. In some countries, national journal publishing is financially supported through public financing to maintain a prosperous and locally relevant scholarly communication environment in national languages, often realised through Diamond OA publishing. In countries where institutional publishers are coordinated at the national level, more public funding may be available for Diamond OA. However, this is not necessarily a condition for robust national infrastructures to support Diamond publishing. Creating conditions for Diamond OA publishing to flourish in a national context requires recognising the following factors:   ● The role of Diamond OA in the scholarly publishing landscape differs across countries Large mature Diamond publishing platforms have been developed through collaboration and are mature in France and Croatia. Most publishers operate on the basis of not-for-profit models in Croatia, and Diamond OA journals predominate. Learned societies are also a significant driving force among Diamond OA publishers in Poland, and especially in Finland, where a national umbrella organisation coordinates learned societies. The scholarly publishing landscape in the UK has become notably diverse over the last decade as new university presses and scholar-led publishers that offer Diamond publishing or related services have emerged on the scene. However, Gold and Hybrid remain the dominant OA models nationally. Academic institutions and their libraries are the most prevalent Diamond journal publishers here. Some well-established large commercial publisher communities in certain countries, such as Germany, have yet to transition from Gold or hybrid to Diamond OA publishing. Many countries have limited quantitative data on the number of Diamond journals, which speaks to the need for better discovery and indexing services for these types of publications internationally.   ● Diamond OA is by and for the national community Collaboration between higher education institutions and research funders is vital for OA publishing industries to flourish and a condition for Diamond OA. The level at which institutional publishers are coordinated within a country varies between national contexts. Bottom-up initiatives promote and enable Diamond OA in several national contexts. Croatia is exemplary in demonstrating how national OA publishing in small countries can almost exclusively follow the Diamond model when serving the national community. In Norway, a consortium for journal funding organises the funding through a central model. In Finland, a robust national umbrella organisation for learned societies is a crucial driving force for delivering technical services, distributing public financing, and speaking to policymakers on behalf of institutional publishers. In contrast, even though the quality of journals is evaluated by the Ministry of Science and Higher Education in Poland, scholarly publishing in this country is notably decentralised. ● Diamond OA must be incentivised Researchers in Norway and the Netherlands are incentivised to publish OA via the national research assessment systems, while in Finland, OA is incentivised through the funding model of public higher education institutions. Strategic changes to research evaluation in the Netherlands support the national transition to 100% open science, especially by rewarding researchers who have an open science track record. Spain is one of several countries where the primary research funding bodies require that publications from publicly-funded research and the data necessary to validate them be deposited in open access repositories. However, in Italy, the relatively small presence and limited monitoring of Diamond OA publishing reflects the fact that researchers are not incentivised to publish OA. Comparing the state of institutional publishing in different European countries reveals a connection between research evaluation practices and Diamond OA publishing.  ● Public funding is necessary for IPSPs and infrastructures that enable Diamond Across Europe, more institutional funding needs to be directed towards Diamond. Public research funding in Norway requires that all nationally funded journals comply with the Diamond OA business model. This form of organised national support for Diamond OA differs from most other countries. In Poland, institutional publishers are primarily institutionally funded, while government funds are available to those striving to increase their impact or quality rather than those publishing OA. Some universities/libraries fund Diamond OA publishing independently of national funding bodies. Community-led and publicly-funded infrastructures enable the prevalence of Diamond OA publishing in Croatia. A very high level of collaboration in France has created a system of national infrastructures for OA, but these infrastructures are still underfunded. Even as this sector grows, as in the UK, thanks to institutional and library support, dedicated public funding is still needed to extend the reach of Diamond publishers and service providers.  ● National strategies for open science can, but do not always, promote Diamond publishing Some countries have developed effective strategies to achieve their open science goals via robust, centralised mandates. In the UK, despite the absence of national funding to support Diamond OA journals or publishing platforms (although a funding programme for Diamond OA books exists), government and research funders have had a pivotal role in driving the shift towards OA since 2003. Norway has a long-term plan for research and higher education that includes OA promotion and, specifically, a transition to Diamond OA publishing for journals. This stands apart from the national plans of other countries like Spain, where Diamond is not yet prioritised over other routes to OA publication. 2024-06-04 eng Zenodo https://zenodo.org/records/13683953 2025-11-18 16:28:13 attachment Full Text PDF https://zenodo.org/records/13683953/files/National%20overviews%20on%20sustaining%20institutional%20publishing%20in%20Europe_2.pdf 2025-11-18 16:28:23 1 application/pdf preprint SocArXiv Matthias Lisa Bazeliuk Nataliia Laakso Mikael open access scholarly publishing science policy open access policies europe Structured content analysis of open access book policies: European university and research funder approaches Despite playing a crucial role in making research publications freely accessible for more than two decades, academic research on open access (OA) policies remains limited. Drawing on both a review of existing research and an analysis of 66 recent OA book policies, this study introduces a novel methodological framework for structured policy analysis and maps the current OA book policy landscape in Europe. Our results reveal substantial heterogeneity in the policy environment, with substantial variation both in the presence of policy elements and in their operationalization across policies. This diverse policy environment creates implementation challenges at multiple levels, from researchers managing different requirements to institutions developing support strategies, and publishers adapting their services to meet varied policy demands. Given that OA policies significantly impact research practices at individual, institutional, and national levels, yet systematic evidence remains scarce, our findings emphasize the need for increased research and monitoring in this domain. 2025-07-23 Structured content analysis of open access book policies OSF Preprints https://osf.io/preprints/socarxiv/bhjuz_v1/ 2025-11-18 11:48:55 DOI 10.31235/osf.io/bhjuz_v1 bhjuz_v1 attachment Preprint PDF https://osf.io/download/687f519b4b4ed12cae0eafc4/ 2025-11-18 11:49:01 1 application/pdf newspaperArticle Litigation Reuters Abnett Kate Angel May EU countries seek another year-long deforestation law delay European Union member states are seeking to postpone the implementation of the bloc's anti-deforestation law by another year, an EU negotiating draft dated November 10 shows. 2025-11-11T17:32:08Z en www.reuters.com https://www.reuters.com/legal/litigation/eu-countries-draft-proposal-delay-deforestation-law-by-one-year-december-2026-2025-11-11/ 2025-11-13 08:44:05 attachment Snapshot https://www.reuters.com/legal/litigation/eu-countries-draft-proposal-delay-deforestation-law-by-one-year-december-2026-2025-11-11/ 2025-11-13 08:44:10 1 text/html blogPost International Publishers Association Bell Graham EDItEUR Series 9: ONIX and the EU Deforestation Regulation In his previous article, Executive Director of EDItEUR, Graham Bell, discussed the impact of Amazon adopting ONIX. In this article he looks at how ONIX can be useful in relation to the European Union Deforestation Regulation (EUDR). 2025-10-07T11:00:37+00:00 en-US EDItEUR Series 9 https://internationalpublishers.org/editeur-series-9-onix-eudr/ 2025-11-03 18:47:19 attachment Snapshot https://internationalpublishers.org/editeur-series-9-onix-eudr/ 2025-11-03 18:47:25 1 text/html webpage BookNet Canada Stewart Lauren Product safety requirements in ONIX: Advice worth reading from EDItEUR EDItEUR has released the Product safety requirements in ONIX 3 Application Note. 2024-12-23 en-US Product safety requirements in ONIX https://www.booknetcanada.ca/blog/2024/12/23/product-safety-requirements-in-onix-advice-worth-reading-from-editeur 2025-11-03 18:41:12 attachment Snapshot https://www.booknetcanada.ca/blog/2024/12/23/product-safety-requirements-in-onix-advice-worth-reading-from-editeur 2025-11-03 18:41:18 1 text/html book GB EDItEUR Bell Graham EU Deforestation Regulation and ONIX August 11, 2025 eng DOI.org (CSL JSON) https://doi.org/10.4400/wmvz 2025-11-03 18:35:37 book GB EDItEUR Saynor Chris Bell Graham Product safety requirements in ONIX December 12, 2024 eng DOI.org (CSL JSON) https://doi.org/10.4400/jcan 2025-11-03 18:35:02 webpage Copim Compass Fitzpatrick Joanne Open Book Accessibility en-GB https://compass.copim.ac.uk/books/09-open-book-accessibility 2025-11-03 18:31:13 attachment Snapshot https://compass.copim.ac.uk/books/09-open-book-accessibility 2025-11-03 18:31:13 1 text/html journalArticle Copim Copim Fitzpatrick Joanne Findanis Jordy Accessibility standard implementation and OA publishers Joanne Fitzpatrick and Jordy Findanis summarise the key points learned from consultations about accessibility with a range of small diamond open access monograph publishers. 2025-07-24 en copim.pubpub.org https://copim.pubpub.org/pub/accessibility-publishers/release/1 2025-11-03 18:30:59 attachment Full Text PDF https://copim.pubpub.org/pub/accessibility-publishers/download/pdf 2025-11-03 18:31:01 1 application/pdf presentation Bologna Wake Hyde Zoe Gatti Rupert What's in a Book? A review of book- related work types in various metadata schemas, and an attempt to align these in OMP and Thoth Open Metadata This paper was presented at the Workshop on Open Citations and Open Scholarly Metadata (WOOC 2025), held in Bologna on 28–29 May 2025. It is included in the official workshop proceedings and contributes to ongoing discussions around open infrastructures, citation data, and scholarly metadata interoperability. 2025-10 eng What's in a Book? https://docs.google.com/presentation/d/1PTPgigNeVl6H12n1OVFfQq-MDT3x9wu0Ei1BKoniSak/edit?usp=sharing 2025-10-27 08:08:37 Conference Name: Workshop on Open Citations & Open Scholarly Metadata 2025 (WOOC-2025) Publisher: Zenodo journalArticle DOI 10.5281/zenodo.16363755 Zenodo Wake Hyde Zoe Gatti Rupert What's in a Book? A review of book- related work types in various metadata schemas, and an attempt to align these in OMP and Thoth Open Metadata This paper was presented at the Workshop on Open Citations and Open Scholarly Metadata (WOOC 2025), held in Bologna on 28–29 May 2025. It is included in the official workshop proceedings and contributes to ongoing discussions around open infrastructures, citation data, and scholarly metadata interoperability. 2025-10 eng What's in a Book? Zenodo https://zenodo.org/records/16363755 2025-10-27 08:08:37 Conference Name: Workshop on Open Citations & Open Scholarly Metadata 2025 (WOOC-2025) attachment Full Text PDF https://zenodo.org/records/16363755/files/WOOC2025-Paper010.pdf 2025-10-27 08:08:37 1 application/pdf book Salvador, BA Edufba Mugnaini Rogério Modesto Fernando Biblioteconomia e ciência da informação ciência comunicação tecnologia Monitoramento, infraestruturas e tecnologias: novos desafios na comunicação científica 2025-03-07 pt-BR Monitoramento, infraestruturas e tecnologias Câmara Brasileira do Livro ISBN ISBN 978-65-5630-715-2 journalArticle Iowa State University Digital Press Molls Emma McCready Kate The Open Monograph Distribution and Acquisitions Gap: A Look at TOME (Toward an Open Monograph Ecosystem) Titles The Toward an Open Monograph Ecosystem (TOME) network of universities, and the open access (OA) monographs that have been funded and published through this program, provide a unique opportunity to study the work done by university presses and academic libraries to distribute and acquire this content. TOME is a program that supports university presses’ publication of OA monographs through locally funded subventions. Though the works have been published by universities, and the subvention programs that make them OA have largely involved the funding institution libraries in the process, the resulting OA works are not easily discoverable or accessible through library systems. Because it is so highly distributed across many academic institutions, the TOME collection of OA monograph titles offers the opportunity for libraries and publishers to more closely examine the process of creating OA content and provides the chance to study how we collectively make these works discoverable and accessible to our communities and more broadly in the world as well. The analysis presented in this paper offers insights into developing and refining procedures and management strategies at libraries participating in TOME. These recommendations provide insights into discovery of and access to OA monographs in general. 2024-12-10 eng The Open Monograph Distribution and Acquisitions Gap www.iastatedigitalpress.com https://www.iastatedigitalpress.com/jlsc/article/id/15492/ 2025-09-10 15:00:30 12 Journal of Librarianship and Scholarly Communication DOI 10.31274/jlsc.15492 1 ISSN 2162-3309 attachment Full Text PDF https://www.iastatedigitalpress.com/jlsc/article/id/15492/download/pdf/ 2025-09-10 15:00:33 1 application/pdf webpage Crossref Farley Isaac Metadata principles and practices: Books and chapters Our Books Advisory Group advises on books best practices; its goals are to: Maximize reference linking between books and other record types including journals and conference proceedings Ensure that we collect and distributes persistent identifiers and authoritative metadata for online books Ensure that book content is part of all our services Enhance the discovery, visibility, and usage of book content. On this page, learn more about: Best practices for depositing metadata, linking, and DOI use for books Best practices for updates and versions Best practices for citation matching for book title queries Best practices for citation matching for book chapters or reference entry queries Best practices for DOIs in citations Best practices for books on multiple platforms Review our Books Markup Guide for XML and metadata help. 2020-April-08 en https://www.crossref.org/documentation/principles-practices/books-and-chapters/ 2025-09-10 11:10:27 CC BY 4.0 website attachment Snapshot https://www.crossref.org/documentation/principles-practices/books-and-chapters/ 2025-09-10 11:10:40 1 text/html report Zenodo Bayer Christiane Frech Andreas Gabriel Vanessa Kümmet Sonja Lücke Stephan Meier Laura Munke Johannes Putnings Markus Rohrwild Jürgen Schulz Julian Spenger Martin Weber Tobias Digital Humanities DataCite Interoperability Metadata Research Data Research Data Management Standardization DataCite Best Practice Guide This document is a guideline for the use of the official DataCite Metadata Schema documentation [external link], version 4.6 [external link]. A support documentation for more convenience and better navigation can be found here as a HTML version DataCite Metadata Schema Documentation [external link, different versions available]. It is meant for researchers, IT and library support staff. Further information on the schema can be found on the DataCite support site [external link]. The document was created with participation from the following institutions/projects: IT-Gruppe Geisteswissenschaften (LMU) Leibniz Supercomputing Centre Max Weber Stiftung - Deutsche Geisteswissenschaftliche Institute im Ausland Universitätsbibliothek der FAU Universitätsbibliothek der LMU München VerbaAlpina This guide is designed to be reused by other institutions as well. To create a DataCite XML file for the project you want to describe, we recommend to you to use the DataCite Metadata Generator [external link]. This tool is kept in sync with this guideline, safe for transmission times inbetween versions. If you want to create metadata for research data on a scale that is too large for manual procedures, please contact one of the institutions named above. 2025-06-06 eng Zenodo https://zenodo.org/records/15607293 2025-09-10 10:51:33 DOI 10.5281/zenodo.15607293 conferencePaper DOI 10.14293/S2199-R2OM-abs-0002 ScienceOpen Kemp Jennifer Book Metadata: Basics, Best Practices and What’s Next <p class="first" id="d8707178e61">Book metadata is a frequent topic of discussion in our communities but it can still be difficult to understand why it’s so important and what effects it has on downstream tools and services. This overview will cover many of the fundamentals along with examples of how metadata, content and analyses are all related. Best practices, emerging developments and the roles various stakeholders play in supporting metadata and discoverability will be included for context and discussion. </p> 2022-11-28 en Book Metadata www.scienceopen.com https://www.scienceopen.com/hosted-document?doi=10.14293/S2199-R2OM-abs-0002 2025-09-10 10:49:27 Road 2 Open Meta attachment Full Text PDF https://www.scienceopen.com/document_file/617edb9a-ecdb-45e5-abce-ba1365582ed2/ScienceOpen/R2OM_Abstract_JenniferKemp.pdf 2025-09-10 10:49:29 1 application/pdf document Metadata for e-books: Requirements of the German-language library networks and the German National Library on metadata deliveries for e-books and e-book collections 2023-06-01 https://www.agkva.org/1013678130.html 2025-09-09 15:36:41 webpage MARC (Empfehlung 3.1) - dini-ag-kim - Deutsche Nationalbibliothek - Wiki https://wiki.dnb.de/pages/viewpage.action?pageId=330012514 2025-09-09 15:46:37 document Börsenverein des Deutschen Buchhandels Open Access-Titel in ONIX 3.0 2022-10-01 https://www.boersenverein.de/interessengruppen/ig-produktmetadaten/best-practices/#accordion--9 2025-09-09 15:49:41 attachment PDF https://www.boersenverein.de/tx_file_download?tx_main_pi1%5BfileUid%5D=12550&tx_main_pi1%5BpageUid%5D=1845&tx_main_pi1%5Breferer%5D=https%3A%2F%2Fwww.boersenverein.de%2Finteressengruppen%2Fig-produktmetadaten%2Fbest-practices%2F&cHash=0d819c559ac2051a42a077479fd66c66 2025-09-09 15:51:18 3 report Zenodo Bayer Christiane Frech Andreas Gabriel Vanessa Kümmet Sonja Lücke Stephan Munke Johannes Putnings Markus Rohrwild Jürgen Schulz Julian Spenger Martin Weber Tobias Digital Humanities DataCite Interoperability Metadata Research Data Research Data Management Standardization DataCite Best Practice Guide This document is a guideline for the use of the official DataCite Metadata Schema documentation [external link], version 4.4 [external link]. A support documentation for more convenience and better navigation can be found here as a HTML version DataCite Metadata Schema Documentation [external link, different versions available]. It is meant for researchers, IT and library support staff. Further information on the schema can be found on the DataCite support site [external link]. The document was created with participation from the following institutions/projects: IT-Gruppe Geisteswissenschaften (LMU) Leibniz Supercomputing Centre Max Weber Stiftung - Deutsche Geisteswissenschaftliche Institute im Ausland Universitätsbibliothek der FAU Universitätsbibliothek der LMU München VerbaAlpina This guide is designed to be reused by other institutions as well. To create a DataCite XML file for the project you want to describe, we recommend to you to use the DataCite Metadata Generator [external link]. This tool is kept in sync with this guideline, safe for transmission times inbetween versions. If you want to create metadata for research data on a scale that is too large for manual procedures, please contact one of the institutions named above. 2022-09-20 eng Zenodo https://zenodo.org/records/7040047 2025-09-10 10:46:56 DOI 10.5281/zenodo.7040047 report LERU Bosman Jeroen Debackere Koenraad Cawthorn William Galimberti Paola Graffner Mikael Held Leonhard Hermans Karlijn Killard Fiona Labastida Ignasi Millar Andrew Robinson Mark Roser Kristell Svendsen Michael Wouters Paul Next Generation Metrics for Scientific and Scholarly Research in Europe The field of evaluating academic activities is vast, complex, and highly dynamic, as are the roles of any data and indicators used to support these evaluations This Next Generation Metrics for Scientific and Scholarly Research in Europe paper, explores how universities can and should use currently available metrics and data to assess their research evaluation processes, in conjunction with qualitative expertise and information. The authors have chosen to focus on the aspect of academic evaluation that shows great potential for significant advancements in the coming years: the use and advancement of next-generation metrics for responsible research evaluation, encompassing open science, societal impact, and innovation. The paper aims to support universities in shaping their metric policies in alignment with their own missions, rather than relying solely on standard metrics and data availability. The paper furthermore intends to serve as a framework for universities to determine priorities to work on in specific domains for the application of contextually relevant indicators and metrics. The authors place strong emphasis on the reuse of existing expertise on metrics as well as on collaboration, both among universities and between universities and funding agencies to achieve these goals. 2024-05-06 eng Zenodo https://zenodo.org/records/11123148 2025-09-03 20:59:04 DOI 10.5281/zenodo.11123148 attachment PDF https://zenodo.org/records/11123148/files/Next-Generation-Metrics-for-Scientific-and-Scholarly-Research-in-Europe_Paper.pdf?download=1 2025-09-03 21:00:09 3 application/pdf book Verlag Barbara Budrich Graf Dorothee Fadeeva Yuliya Falkenstein-Feldhoff Katrin 000 Bücher im Open Access: Ein Zukunftsmodell für die Geistes- und Sozialwissenschaften? 2020 de Bücher im Open Access DOI.org (Datacite) https://duepublico2.uni-due.de/receive/duepublico_mods_00072237 2025-09-02 10:50:43 Creative Commons Attribution Share Alike 4.0 International Publication Title: OGeSoMo (BMBF-Projekt) DOI 10.17185/DUEPUBLICO/72237 <h2>SeriesInformation</h2> OGeSoMo (BMBF-Projekt) attachment pdf https://duepublico2.uni-due.de/servlets/MCRFileNodeServlet/duepublico_derivate_00072671/Graf_Fadeeva_Buecher_Open_Access.pdf 2025-09-02 10:51:25 3 application/pdf report MoreBrains Cooperative Brown Josh Jones Phill Meadows Alice Murphy Fiona Improving the open access research information landscape: An analysis of community needs, challenges, and potential next steps This report brings together the outcomes of extensive community discussions on practical steps that should be taken by a range of stakeholders to enable UKRI-funded authors to meet the metadata and technical requirements of the UKRI open access policy. The discussions took place in UKRI’s Open Access Policy Technical Requirements Project Group, with their Open Access Stakeholder Forum, and in dedicated community consultation events which took place betweenSeptember and November 2023. Consultants from MoreBrains Cooperative facilitated and recorded these sessions; gathered community input by themes, which were identified as part of previous work on policy implementation; and synthesised them to generate a list of concrete actions that should be taken to enable researchers and research organisations to both meet the policy requirements, and to be able to show that they have met them. Community priorities throughout the discussion were clarity, efficiency, and scalability. Wherever possible, proposed activities focus on the widespread adoption of existing standards and good practices, or the extension of existing standards, schemas, or protocols. The open access publishing landscape is complex, and many stakeholder groups contribute to it. There are established practices, conventions, and workflows in place, which are shaped by the expertise and evolving needs of all those engaged in the publication process. The actions suggested below therefore involve contributions from a range of groups, from national infrastructures to international standards bodies. UKRI has a range of roles to play in delivering the recommendations below, including direct interventions, convening and facilitating discussions, additional investigations, and making recommendations for updates to global standards and services. It would not be appropriate for every action recommended to be led by UKRI. Further work will be required across stakeholders to agree responsibilities and develop concrete activities to support implementation of the recommendations. The recommendations in this report, in line with the goals for the policy requirements that they address, are intended to improve the functioning and interoperability of publishing and repository services and, therefore, to benefit research more widely. UKRI sees this work as a catalyst for change to help all actors improve their implementation of standards and best practice. Meeting the requirements of UKRI’s open access policy is therefore just one benefit among many of the work suggested here. Improved processes will increase operational efficiency in publishing companies and reduce bureaucratic burden in universities, for example. The shared goal in all these proposed endeavours is to improve access to published research. Improving the completeness of descriptive metadata, consistent standards adoption, the use of persistent identifiers, reliable statements on licensing or preservation, and more alignment of policies are all outcomes that are recognised by the policy, and by the community, as contributing to that goal. The activities proposed below will help to deliver these priorities and will benefit the publishing and research ecosystems alike. There are five key recommendations, as follows. UKRI should begin registering Grant IDs because doing so will enable the unique identification of funded awards and robust linking to researchers’ research activity in ways that traditional grant IDs do not Conduct a range of targeted outreach and communication programmes in collaboration with relevant stakeholders Direct publishers, publishing technology vendors, and repository communities to existing technical resources Conduct research into barriers to compliance faced by the publishing and repository communities Support the technical development of specific plugins to assist repositories In addition, the consultations highlighted two areas that are of particular importance to the repository community: Guidance on what criteria should be used to select persistent identifiers (PIDs) for content held in repositories, and for other research administrative entities (such as projects, etc.) Clarity on what constitutes a ‘suitable repository’ from a technical standpoint The work leading up to this report has been largely diagnostic. Our analyses of sector readiness to meet technical requirements of the UKRI open access policy have exposed inconsistent applications of standards and best practice, with many gaps. Filling these gaps will require action from all stakeholders in the research lifecycle, including UKRI. A critical step will be to bring these stakeholders together to identify dependencies, resource constraints, and priorities. It will then be possible to map out a shared programme of improvements with benefits that go far beyond open access. 2025-06-04 Improving the open access research information landscape DOI.org (Datacite) https://zenodo.org/doi/10.5281/zenodo.16615770 2025-09-01 16:50:29 Creative Commons Attribution 4.0 International DOI 10.5281/ZENODO.16615770 attachment Full Text PDF https://zenodo.org/records/16615770/files/UKRI-300625-ImprovingOpenAccessResearchInformationLandscape-report.pdf 2025-09-01 16:52:57 1 application/pdf report Zenodo Brown Josh Jones Phill Meadows Alice Murphy Fiona Knoth Petr Cancellieri Matteo Open Access Metadata Open Access Policy MoreBrains UKRI Metadata to support the UKRI Open Access Policy: Landscape and community readiness analysis In August 2021, UKRI commissioned MoreBrains Cooperative to evaluate the current state of the landscape of descriptive information (metadata) for journal articles and academic long-form content like books, book chapters, and monographs. UKRI’s new open access policy sets out a number of requirements for publications resulting from the research they have funded. Meeting these requirements can often only be achieved or evidenced by the use of descriptive metadata associated with these publications, such as licensing information, persistent identifiers for items and contributors, links to funding grants, and relationships between versions of articles wherever they might be hosted. These requirements have been shaped by a wide community consultation. They represent a broad agreement on what is needed for access to UK publicly-funded research to be as open as possible. The policy sets out two routes to compliant open access: route 1 being to “publish the research article open access in a journal or publishing platform which makes the Version of Record immediately open access via its website”; and route 2 being to  “publish the research article in a subscription journal and deposit the Author’s Accepted Manuscript (or Version of Record, where the publisher permits) in an institutional or subject repository at the time of final publication”. MoreBrains analysed the policy text to identify specific pieces of metadata that are required by each of these routes, and then identified common metadata standards and frameworks (or ‘schema’) used in the publishing community (for route 1) and the repository community (for route 2). We examined each candidate schema and established which of the metadata required by the policy are currently present, or missing, from each. For the metadata that is currently present in these schema, we then assessed the availability of information. Not every piece of metadata that could be shared is always present. We endeavoured to gauge the scale and extent of gaps in metadata coming from publishers and repositories, by analysing how often the relevant metadata was present for UK research in two major collections of aggregated information: the Crossref Registry for journal publications; and the CORE database of information from repositories. 2022-11-28 en Metadata to support the UKRI Open Access Policy DOI.org (Datacite) https://zenodo.org/doi/10.5281/zenodo.7386901 2025-09-01 16:20:44 Creative Commons Attribution 4.0 International DOI 10.5281/ZENODO.7386901 <h2>Other</h2> This report is part of ongoing work to support the implementation of UKRI's open access policy. It is part of an update that can be found on UKRI's website here: https://www.ukri.org/news/open-access-policy-update-december-2022/ attachment PDF https://zenodo.org/records/7386901/files/01-UKRI_OA_Metadata_final_report_V5.1.pdf?download=1 2025-09-01 16:31:23 3 application/pdf journalArticle DOI 10.14454/MZV1-5B55 DataCite DataCite Metadata Working Group Liffers Matthias Robertson Wendy Ashton Jan Bernal Isabel Devaraju Anusuriya Elger Kirsten Gabriel Vanessa Habermann Ted Medina-Smith Andrea Padfield Joseph Parland-von Essen Jessica Raugh Anne Shallcross Michael Tarocco Nicola Vyčítalová Hana Whelan Alex Stathis Kelly El-Gebali Sara DataCite Metadata Schema Documentation for the Publication and Citation of Research Data and Other Research Outputs v4.6 2024-12-05 en DOI.org (Datacite) https://datacite-metadata-schema.readthedocs.io/en/4.6/ 2025-08-27 12:21:24 Creative Commons Attribution 4.0 International Medium: text/html Version Number: 4.6 <h2>TableOfContents</h2> Introduction: About DataCite; About the DataCite Metadata Schema; Version 4.6 Update; Citation. DataCite Metadata Properties: Overview; 1. Identifier; 2. Creator; 3. Title; 4. Publisher; 5. PublicationYear; 6. Subject; 7. Contributor; 8. Date; 9. Language; 10. ResourceType; 11. AlternateIdentifier; 12. RelatedIdentifier; 13. Size; 14. Format; 15. Version; 16. Rights; 17. Description; 18. GeoLocation; 19. FundingReference; 20. RelatedItem. Appendices: Appendix 1: Controlled List Definitions; Appendix 2: Earlier Version Update Notes; Appendix 3: Standard values for unknown information. Mappings: DataCite to Dublin Core Mapping; FORCE11 Software Citation Principles Mapping; PIDINST Schema Mapping. Guidance: Citation of dynamic datasets; Support for software citation; Using RelatedItem for publication information and related resources. XML Schema and Examples. blogPost Creative Commons Eayrs Annemarie Integrating Choices in Open Standards: CC Signals and the RSL Standard Creative Commons is partnering with RSL to integrate attribution and reciprocity into the new 's RSL 1.0 standard. 2025-12-10T16:21:29+00:00 en-US Integrating Choices in Open Standards https://creativecommons.org/2025/12/10/integrating-choices-in-open-standards/ 2025-12-11 16:30:44 attachment Snapshot https://creativecommons.org/2025/12/10/integrating-choices-in-open-standards/ 2025-12-11 16:30:48 1 text/html presentation Booth Emma Metadata Discoverability Open Access books University of Manchester Library Improving the discoverability of open access books: metadata challenges and opportunities Research funders and academic institutions are increasingly adopting Open Research policies in order to develop a richer, more diverse and accessible world of scholarly communication. As academic institutions start actively encouraging or mandating that long-form research outputs, such as scholarly books, be made available open access, they also need to be confident that this content can be embedded into academic library collections in the same way as gated or paywalled content. This breakout session from the University of Manchester Library's Annual Conference (UML Together 2023) examines how OA Books can struggle to find their way through established library acquisitions and metadata supply chains, and what can be done to face this challenge to ultimately improve the discoverability of Open Access Books. 2023-07-06 eng Improving the discoverability of open access books https://zenodo.org/records/8409531 2025-12-12 10:38:46 DOI 10.5281/zenodo.8409531 Together23 - The University of Manchester Library Annual Conference attachment Snapshot https://zenodo.org/records/8409531 2025-12-12 10:38:51 1 text/html webpage British Library Gatti Rupert Enabling equity in scholarly publishing with open infrastructures and open metadata English attachment text/html Attachment https://bl.iro.bl.uk/concern/conference_items/c6f0e850-6246-4c99-b280-c0c44f9f95d5?locale=en 2025-12-12 15:21:19 1 text/html blogPost Impact of Social Sciences de Jonge Hans Rieck Katharina Ancion Zoé Open funder metadata is essential for true research transparency Funder metadata is vital to understanding where research comes from & how it is used. But, to be truly effective it needs to be open to all. 2025-12-11T11:01:54+00:00 "en-US" https://blogs.lse.ac.uk/impactofsocialsciences/2025/12/11/open-funder-metadata-is-essential-for-true-research-transparency/ 2025-12-12 16:11:37 attachment Snapshot https://blogs.lse.ac.uk/impactofsocialsciences/2025/12/11/open-funder-metadata-is-essential-for-true-research-transparency/ 2025-12-12 16:11:47 1 text/html blogPost Impact of Social Sciences - Maximizing the impact of academic research Taster Creative commons licenses and copyright may not stop academic work being used to train AI - Impact of Social Sciences Considering the legal standing of creative commons licenses & copyright, Martin Eve suggests legal protections for academic work are unlikely to be forthcoming. 2025-11-24T16:00:25+00:00 "en-US" https://blogs.lse.ac.uk/impactofsocialsciences/2025/11/24/creative-commons-licenses-and-copyright-may-not-stop-academic-work-being-used-to-train-ai/ 2025-12-15 15:35:20 attachment Snapshot https://blogs.lse.ac.uk/impactofsocialsciences/2025/11/24/creative-commons-licenses-and-copyright-may-not-stop-academic-work-being-used-to-train-ai/ 2025-12-15 15:35:26 1 text/html report Charnock Lisa National Bibliographic Knowledgebase en Zotero attachment PDF https://libraryservices.jiscinvolve.org/wp/files/2018/11/NBK_Headlines.pdf 2025-12-17 08:55:38 1 application/pdf blogPost UKSG Haimé Siobhan Opinion: A librarian's summary of, and response to, the Clarivate announcement Siobhan Haimé takes a look at detail the Clarivate announcement and its practical (and possibly unintentional transformational) effects. 2025-02-21 en-US OPINION https://www.uksg.org/newsletter/uksg-enews-582/opinion-a-librarians-summary-of-and-response-to-the-clarivate-announcement/ 2025-12-17 09:04:51 attachment Snapshot https://www.uksg.org/newsletter/uksg-enews-582/opinion-a-librarians-summary-of-and-response-to-the-clarivate-announcement/ 2025-12-17 09:04:55 1 text/html preprint MetaArXiv van Eck Nees Jan Waltman Ludo Bibliographic metadata ORCID Publisher Abstract Author affiliations Crossref Funding information License information Open metadata References Crossref as a source of open bibliographic metadata Several initiatives have been taken to promote the open availability of bibliographic metadata of scholarly publications in Crossref. We present an up-to-date overview of the availability of six metadata elements in Crossref: reference lists, abstracts, ORCIDs, author affiliations, funding information, and license information. Our analysis shows that the availability of these metadata elements has improved over time, at least for journal articles, the most common publication type in Crossref. However, the analysis also shows that many publishers need to make additional efforts to realize full openness of bibliographic metadata. 2025-05-12 OSF Preprints https://osf.io/preprints/metaarxiv/smxe5_v2/ 2025-12-17 10:19:09 DOI 10.31222/osf.io/smxe5_v2 smxe5_v2 attachment Preprint PDF https://osf.io/download/t5sgu/ 2025-12-17 10:19:13 1 application/pdf standard NISO National Information Standards Organization NISO RP-29-2022, E-Book Bibliographic Metadata Requirements in the Sale, Publication, Discovery, Delivery, and Preservation Supply Chain en DOI.org (Crossref) https://www.niso.org/publications/rp-29-2022-ebmd 2025-12-29 12:17:15 DOI 10.3789/niso-rp-29-2022 report Bandura- Morgan Laura Bazeliuk Nataliia Davidson Andrea Dreyer Malte Caliman Fontes Lorena Fernandes Especiosa Maria Olímpia Ferreira Nelson Henrique Gatti Rupert Gouzi Françoise Iannace Davide Emanuele Laakso Mikael Leão Delfim Manista Frank Manista Gabriela Maryl Maciej Mounier Pierre Paltineanu Sinziana Papp Le Roy Nora Proudman Vanessa Rabar Ursula Redhead Claire Rooryck Johan Stern Niels Stone Graham Vrčon Andrej Open Access Policymakers Libraries Open Access Books Academic Publishers Open Infrastructure Providers PALOMERA Policy Recommendations Research Funding Organisations Research Performing Organisations Scholarly Societies PALOMERA Deliverable 4.2 - The PALOMERA Recommendations for Open Access Books The PALOMERA project set out to understand the policy landscape of OA books and the challenges preventing research funders and institutions in particular from including books in their OA policies. One of the project’s main goals was to support the key stakeholders in the field by providing evidence-based, aligned, and actionable recommendations that can help formulate OA book policies. Open Access books are defined here as scholarly, peer-reviewed books including monographs, book chapters, edited collections, critical editions, and other long-form scholarly works. Textbooks and popular science books are seen as a different category, although the policy recommendations could potentially be extended to this category of books as well when they are published Open Access. Open textbooks are deliberately left out from this definition because they require a different process: policies regarding open textbooks must take into account considerations about Open Educational Resources, which are beyond the remit of the PALOMERA project. In Deliverable 4.2, PALOMERA has developed an extensive set of actionable and aligned recommendations on Open Access (OA) books for eight stakeholders: (1) Research Performing Organisations (RPOs) and research institutes, (2) Public and private Research Funding Organisations (RFOs), (3) National policymakers, (4) Academic and national libraries, (5) Researchers, (6) Learned societies, (7) Infrastructure providers, and (8) Academic publishers. These stakeholders are uniquely positioned to drive a transition to OA books by embedding OA principles for books into their policies and strategies. Since the current landscape of OA book policies is characterised by a lack of policy alignment between various relevant stakeholders, this change requires an aligned effort based on policy recommendations for various stakeholders that are grounded in solid evidence. The evidence for these recommendations has been provided by the Knowledge Base developed in WP2, which contains over 650 open access policy and related documents and a set of 40 stakeholder interviews, as well as on the research undertaken in WP3 which provides a unique overview of the OA books policy landscape in Europe. For each set of recommendations, we have defined a timeline by prioritising recommendations in terms of short term (1-2 years), medium term (3 years), and long term (4-5 years) time frames. The project has performed three validation exercises to check the validity of 1) the data collection and methodology; 2) the analytical approach, methodology, and key findings; and 3) the recommendations themselves. This approach was chosen to increase the engagement with all relevant stakeholders and to strengthen the outcomes of PALOMERA. The recommendations integrate the valuable comments of two reviewers, as well as the constructive comments from the subgroup on scholarly communication of the European University Association’s (EUA) Expert Group on Open Science and the LIBER Working Group on Open Access. Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the Agency. Neither the European Union nor the granting authority can be held responsible for them. 2024-11-07 eng Zenodo https://zenodo.org/records/14330411 2025-12-29 12:29:40 10.5281/zenodo.14330411 attachment Full Text PDF https://zenodo.org/records/14330411/files/D4.2%20Report%20with%20Recommendations.pdf 2025-12-29 12:29:43 1 application/pdf report Zenodo Adema Janneke Bowie Simon Mars Marcell Steiner Tobias open source publishing annotation books monographs versioning Humanities Social Sciences infrastructures experimental publishing collaborative writing Computational Books Computational Publishing Database books Enhanced Books experimental book Experimental Design Books experimentation Experiments in Authorship Experiments in Reviewing FOS: Humanities Git-based Collaboration Hybrid books Hybrid Publishing Interactive Books Licensing Living Books mapping Open Publishing peer review Performative Books platforms Remix Remixed Books research Reuse scoping report social annotation technical workflows tools typology Versioned Books Books Contain Multitudes: Exploring Experimental Publishing (2022 update) <em>Books Contain Multitudes: Exploring Experimental Publishing</em> is a three-part research and scoping report created to support the Experimental Publishing and Reuse Work Package (WP 6) of the COPIM project. It also serves as a resource for the scholarly community, especially for authors and publishers interested in pursuing more experimental forms of book publishing. This is the second version of this report (you can find the first version here), which includes feedback from our community, updates, as well as new additions to predominantly sections 2 (typology) and 3 (workflow and tools). For this second version of <em>Books Contain Multitudes </em>we have pulled in resources from another research report we have previously published on reuse and interaction with open access books, from a series of Twitter threadsundefined that we have shared online, and from feedback received over this past year on the first version of this report. The resources from this research report and the Twitter threads as well as the feedback received are now incorporated in section 3 of this report. <strong>COPIM</strong> (Community-led Open Publication Infrastructures for Monographs) is a 3-year project led by Coventry University as part of an international partnership of researchers, universities, librarians, open access (OA) book publishers and infrastructure providers and is funded by The Research England Development Fund and Arcadia—a charitable fund of Lisbet Rausing and Peter Baldwin. COPIM is building community-owned, open systems and infrastructures to enable OA book publishing to flourish, delivering major improvements in the infrastructures used by OA book publishers and those publishers making a transition to OA. The project addresses the key technological, structural, and organisational hurdles—around funding, production, dissemination, discovery, reuse, and archiving—that are standing in the way of the wider adoption and impact of OA books. COPIM will realign OA book publishing away from competing commercial service providers to a more horizontal and cooperative knowledge-sharing approach. As part of seven connected Work Packages, COPIM will work on 1) integrated capacity-building amongst presses; 2) access to and development of consortial, institutional, and other funding channels; 3) development and piloting of appropriate business models; 4) cost reductions achieved by economies of scale; 5) mutually supportive governance models; 6) integration into library, repository, and digital learning environments; 7) the re-use of and experimentation with OA books; 8) the effective and robust archiving of OA content; and 9) knowledge transfer to stakeholders through various pilots. In the Experimental Publishing and Reuse Work Package we are looking at ways to more closely align existing software, tools and technologies, workflows and infrastructures for experimental publishing with the workflows of OA book publishers. To do so, we have produced a set of pilot projects of experimental books, which are being developed with the aid of these new tools and workflows and integrated into COPIM’s infrastructures. As part of these pilot projects, relationships have been established with open source publishing platforms, software providers, and projects focused on experimental long-form publications and outreach activities have been and will be conducted with OA book publishers and authors to further promote experimental publishing opportunities. We have also explored how non-experimental OA books are (re)used by the scholarly community. As such, we have examined those technologies and cultural strategies that are most effective in promoting OA book content interaction and reuse. This includes building communities around content and collections via annotations, comments, and post-publication review (e.g., via the social annotation platform hypothes.is) to enable more collaborative forms of knowledge production. To achieve this, we have mapped both existing technological solutions as well as cultural barriers and best practices with respect to reuse as part of a research report on <em>Promoting and Nurturing Interactions with Open Access Books: Strategies for Publishers and Authors.</em> We are also producing an online resource and toolkit, or Compendium, to promote and support the publication of experimental books. The<strong> ExPub Compendium</strong> will be an online resource which provides an easy-to-browse catalogue of experimental publishing tools, practices, examples of experimental books, and the relationships between them. This report has been produced to support both the development of the ExPub Compendium and the pilot projects we are developing together with partner publishers (including Open Humanities Press, Mattering Press, Open Book Publishers, and the LIBER Citizen Science Working Group). In parts one and two of this report, we situate experimental books in the context of academic research and map current experiments in book publishing in order to create a typology accompanied by a selection of examples of experimental book publishing projects. In part three of this report we then review existing resources on tools, platforms, and software used in the production of experimental books, and we sketch a roadmap and methodology towards the creation of the ExPub Compendium mentioned previously. To support the pilot projects we have made a start with exploring key practices within experimental publishing and the creation of experimental books that will feature within the Compendium: collaborative writing, annotation, versioning, remix, and computational publishing. As such we outline tools, platforms, software, and workflows that support and enable these practices next to describing the desired aspects we argue this technical infrastructure should cover. Our thanks go out to our COPIM colleagues for feedback on earlier drafts of this report (with special thanks to Gary Hall, Julien McHardy, Samuel Moore, and Agata Morka) as well as to the participants of COPIM’s Experimental Publishing Workshop, who read and engaged with the first part of this report (Mapping and Situating Experimental Books). Our appreciation also goes out to the Next Generation Library Publishing Project for sharing an early catalogue-in-progress version of SComCat with us, and to members of the Radical Open Access Collective for suggesting examples for the Typology of Experimental Books (part 2 of this report) — especially to Nicolás Arata, Dominique Babini, Maria Fernanda Pampin, Sebastian Nordhoff, Abel Packer, and Armanda Ramalho. The title of this report, ‘Books Contain Multitudes,’ is based on a Twitter thread and blogpost by Julien McHardy for the workshop <em>Verlage Selber Machen </em>organised by the publishing initiative cache.ch. 2022-04-30 en Books Contain Multitudes DOI.org (Datacite) https://zenodo.org/record/6545475 2025-12-29 12:41:11 Creative Commons Attribution 4.0 International, Open Access Version Number: 2.0 DOI 10.5281/ZENODO.6545475 <h2>Other</h2> Community-led Open Publishing Infrastructures for Monographs (COPIM) is supported by the Research England Development (RED) Fund, and Arcadia—a charitable fund of Lisbet Rausing and Peter Baldwin. standard Zenodo Consortium of the DIAMAS project scholarly communication Diamond Open Access Diamond model Diamond OA Diamond OA scholarly publishing Diamond OA Standard DOAS European Research Area Institutional Publisher institutional publishing Service Provider 1.2 The Diamond OA Standard (DOAS) The Diamond OA Standard (DOAS) is one of the main outputs of the DIAMAS project. DOAS sets out standards for Diamond publishing of scholarly journals in the broadest sense. A scholarly publisher is an entity engaged in academic publishing, characterised by the dissemination of scholarly content (journals and books) conducted by an organisation, its subunits, or an individual associated with the organisation. Publishers have ownership of publishing titles/assets, decide on governance of these titles/assets, or at least have editorial responsibility for their publishing titles. In other words, scholarly publishers have legal, ethical, or/and scientific responsibility for scholarly publishing, irrespective of whether they also have editorial control over what is published. Although they often provide different services, scholarly publishers do not belong to the category of Service Providers (SPs), i.e. commercial or non-commercial entities inside or outside the organisation that provide specific services to scholarly publishers. SPs have limited responsibility for specific activities in the publishing process, and do not have final responsibility for the published titles. ‘No fee’ publishing models are collectively known as Diamond OA. Many scholarly publishers in the European Research Area (ERA) are already fully in line with the Diamond model, which is considered as the ideal, mostequitable, end state of scholarly publishing. At the same time, the scholarly publishing landscape also includes a varied subset of publishers who are not yet fully Diamond OA, and partly rely on subscriptions, print sales, and, marginally, Article Processing Charges (APCs) for their diverse revenue streams. Some publishing initiatives may also restrict publication for authors, for instance to authors funded by a specific funder. We coin the term ‘diamondisation’ for scholarly publishers that are moving towards fully Diamond OA. DOAS and its subsequent iterations include a set of quality criteria for Diamond publishing initiatives, though most of the items apply as quality hallmarks for any publishing business model. DOAS is based on the seven core components of scholarly publishing outlined in the Action Plan for Diamond Open Access (Ancion et al. 2022, 4), which were subsequently revised and modified by the DIAMAS projectteam. These are: Legal ownership, mission and governance Open Science Editorial management, editorial quality and research integrity Technical service efficiency Visibility, communication, marketing, and impact Equity, Diversity, Inclusion and Belonging (EDIB), multilingualism andgender equity DOAS applies to scholarly journals, underlying the goal to set a common quality standard for publishing as a public good, i.e. defined and controlled by scholarly communities, thus guaranteeing that academic contributions in scholarly journals are also a public good. 2025-04-16 en DOI.org (Datacite) https://doi.org/10.5281/zenodo.15227981 2025-12-29 14:34:38 Creative Commons Attribution 4.0 International DOI https://doi.org/10.5281/zenodo.15227981 <h2>Other</h2> Link to the former DOAS version: https://zenodo.org/records/11489692. journalArticle DOI 10.5281/zenodo.14329142 Zenodo Dreyer Malte Stone Graham Tummes Jan-Philip Gingold Arnaud Iannace Davide Emanuele Pogačnik Aleš Varachinka Hanna Bandura-Morgan Laura Barnes Lucy Laakso Mikael Manista Gabriela Mounier Pierre Păltineanu Sînziana Proudman Vanessa Redhead Claire Rooryck Johan Report on the PALOMERA survey on open access policies for books in the European research area As part of the data collection for the project ’Policy Alignment for Open Access Monographs in the European Research Area’ (PALOMERA), a survey was designed and distributed on the needs, obstacles and challenges of policy-making for open access books. It was directed at various stakeholder groups and aimed to identify attitudes and levels of knowledge about open access book policies in general and individual measures in particular. The report provides the result and overview of the survey with the questionnaire divided into six sections: 1) General information about the respondents; 2) Awareness of open access policy measures; 3) Stakeholders and players; 4) Attitudes towards the design of policies for open access for books; 5) Attitudes and policy measures for open access books; and 6) Policy measures. Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the Agency. Neither the European Union nor the granting authority can be held responsible for them. 2024-12-09 eng Zenodo https://zenodo.org/records/14329142 2025-12-29 14:38:36 attachment Full Text PDF https://zenodo.org/records/14329142/files/palomera_era-wide_survey_report_2024_v2.pdf 2025-12-29 14:38:37 1 application/pdf journalArticle DOI 10.5281/zenodo.14330282 Zenodo Laakso Mikael Bandura-Morgan Laura Bazeliuk Nataliia Davidson Andrea Dreyer Malte Iannace Davidee Emanuele Manista Gabriela Maciej Maryl Matthias Lisa Ozkan Oguz Proudman Vanessa Păltineanu Sînziana da Silva Ferreira Nelson Henrique Stone Graham Tummes Jan-Philip Wnuk Magdalena Varachina Hanna open access scholarly communication books monographs policies PALOMERA Deliverable 3.1 – Report on Analysis Findings This report describes the work of WP3 (Analysing the Knowledge Base), which builds upon and extends the work of WP2 (Building the Knowledge Base). The primary objective of WP3 was to analyse the various data collected earlier in the project in order to gain insights into the current status of open access book policies in the European Research Area. The analysis findings documented in this deliverable serve as the foundation for WP4 (Recommendations and Resources), where actionable recommendations are provided for different stakeholder groups. In this report as well as throughout the project, academic books are defined as scholarly, peer-reviewed, books including monographs, book chapters, edited collections, critical editions, and other long-form scholarly works unless otherwise noted. Running from month 6 to month 21 of the project, WP3 conducted various analyses of the diverse datasets collected in the project: interviews, open access policies, surveys, and bibliometrics. Each dataset required a tailored analytical approach to leverage its unique contributions and derive meaningful insights, ensuring that the project’s objectives were met through a thorough and nuanced examination of the available information. For this purpose, the project has been oriented around conducting a holistic PESTLE-analysis since the initial design of the data collection, where the Political, Economic, Social, Technological, Legal, and Environmental factors of OA policies and current challenges around OA book publishing are approached and interpreted from multiple perspectives in order to build a comprehensive understanding of the complex landscape. The analysis methodology underwent an external validation process during which three external experts (Janneke Adema, Chérifa Boukacem-Zeghmouri, Charles Watkinson) provided valuable feedback for shaping the methodological approaches and presentation of results. The project analysed 246 OA policy documents from the ERA. For this research, we defined an OA policy as a document that: ●      Is issued by a policymaker or an organisation that is either an RFO, RPO, library or infrastructure provider, or organisation with regional or national policy impact. ●      Requires or encourages OA scholarly publications that are associated with or supported by the issuing organisation through funding, affiliation, or other forms of upstream involvement. This analysis revealed diverse practices when it comes to if and how OA books are present in current OA policies for all types of stakeholders. Our results indicate that OA book policies are still an emerging practice compared to the mature landscape there is for OA journal article policies. RFOs (Reserach Funding Organisations) were in general more strict in their requirements for OA to books when a policy was present, but also providing associated funding for making it OA directly through the publisher when a requirement was present, while RPOs more commonly had OA to books as a recommendation with self-archiving as a commonly mentioned pathway to achieve that. A quality we found many policies lacking was specificity with everything from definitions, responsibilities, and timeframes being so vague so as to make the policy ambiguous. The 42 interviews across different stakeholder groups and countries provided an important mechanism for elaborating on past, present, and future circumstances of OA books in the ERA countries beyond what formal policy documents can provide. The most frequently mentioned barriers that emerged during our interviews were a lack of available funding resources and OA book policies, as well as challenges for coordination on a national scale. The list of additional challenges is long, spanning all the PESTLE factors, which offer helpful guidance for anchoring strong OA book policies in different types of environments. We conducted an ERA-wide web survey that generated 420 complete responses from different stakeholder groups (national policymakers, RFOs, RPOs, publishers, libraries, infrastructure providers, learned societies). In addition to mapping out awareness of current OA policies in different countries and types of organisations, a key thread of inquiry was related to the respondents attitudes towards the design of policies and policy measures for OA books. Declarations and policies were well known among respondents where such existed, particularly in centrally organised countries compared to countries with federal systems. A general tendency among respondents overall was calling out for more intensive stakeholder involvement across the board in the implementation of OA policies. Among the more detailed questions, transparent calculation of book processing charges was regarded as the most important statement concerning economic measures, and concerning technical infrastructures respondents were overwhelmingly in favour of publicly funded technical infrastructures rather than commercial solutions. The analysis in this deliverable includes a bibliometric investigation that provides an overview of what OpenAlex, the broadest bibliometric database based on open data, can tell us about the current information quality and prevalence of OA books during the last few years. Due to the many limitations of current bibliometrics databases comprehensively indexing in particular titles by national publishers we conducted a survey of national libraries in the ERA to establish to what degree they are able to track OA books, and to what degree such data can be shared by them. As a final step, we draw together the different strands of collected data and findings to the individual country-levels of the ERA in order to map commonalities and divergences in their current policy circumstances as well as other supporting aspects of OA book publishing. The OA policy frameworks in different countries show very different levels of presence and strictness, and also OA book funding and support mechanisms. While we could see that most countries had a moderate or strong technical infrastructure in the country, the opportunities for OA book publishing were quite often low or moderate with publishers in the country. As far as we are aware, this is the most comprehensive study on OA book policies yet, including not only a large and internationally diverse set of policies analysed in a structured and detailed way, but also through all the other supporting datasets that were collected in parallel in order to understand the circumstances of individual countries and stakeholder groups in an unprecedented and more detailed way. The Knowledge Base that has been the foundation of the project will persist as an open data resource to serve continued inquiries into this space, hopefully updating and extending the research which has been conducted within this project and this WP. The Open Access Book Toolkit managed by OAPEN has been extended with articles stemming from the analysis work in the project, creating an accessible pathway for dissemination of central findings from the project. Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the Agency. Neither the European Union nor the granting authority can be held responsible for them. 2024-10-01 eng Zenodo https://zenodo.org/records/14330282 2025-12-29 14:38:43 attachment Full Text PDF https://zenodo.org/records/14330282/files/D3.1%20Report%20on%20Analysis%20Findings.pdf 2025-12-29 14:38:51 1 application/pdf book Ann Arbor, MI University of Michigan Press Moore Samuel Publishing Beyond the Market: Open Access, Care, and the Commons 2025 en Publishing Beyond the Market DOI.org (Crossref) https://www.fulcrum.org/concern/monographs/h989r611r 2025-12-29 14:55:15 ISBN 978-0-472-05763-4 978-0-472-90522-5 DOI 10.3998/mpub.11781635 webpage CORDIS | European Commission DIAMAS Developing Institutional open Access publishing Models to Advance Scholarly communication In the transition towards Open Access (OA), institutional publishing is challenged by fragmentation and varying service quality, visibility, and sustainability. To address this issue, DIAMAS gathers 23 organisations from 12 European countries, well-versed in OA academic... en https://cordis.europa.eu/project/id/101058007 2025-12-30 09:13:08 attachment Snapshot https://cordis.europa.eu/project/id/101058007 2025-12-30 09:13:14 1 text/html webpage CORDIS | European Commission PALOMERA Policy Alignment of Open access Monographs in the European Research Area Academic books continue to play an important role in scholarly production and research communication, particularly in the social sciences and humanities. As an important output of scholarly production, academic books must be included in open science/open access policies and... en https://cordis.europa.eu/project/id/101094270 2025-12-30 09:14:22 attachment Snapshot https://cordis.europa.eu/project/id/101094270 2025-12-30 09:14:29 1 text/html webpage CORDIS | European Commission CRAFT-OA Creating a Robust Accessible Federated Technology for Open Access After several decades of evolving, Open Access (OA) publishing is now at the centre of scientific communication, providing access to scientific publications without barriers. In Diamond Open Access, authors can publish free of charge as the institutional sector with... en https://cordis.europa.eu/project/id/101094397 2025-12-30 09:19:44 attachment Snapshot https://cordis.europa.eu/project/id/101094397 2025-12-30 09:19:51 1 text/html webpage PALOMERA PALOMERA Knowledge Base https://knowledgebase.oabooks-toolkit.org/home 2025-12-30 09:25:05 attachment Knowledge Base :: Home https://knowledgebase.oabooks-toolkit.org/home 2025-12-30 09:25:12 1 text/html report National Acquisitions Group Booth Emma Quality of Shelf-Ready Metadata Survey 2020 English https://nag.org.uk/wp-content/uploads/2022/03/NAG-Quality-of-Shelf-Ready-Metadata-Survey-Analysis-and-Recommendations_2021Corrected.pdf 2025-12-30 28 conferencePaper DOI https://doi.org/10.48448/4XQP-6V16 Telford, United Kingdom Booth Emma Lagace Nettie La Spada Concetta Pennington Diane Library and Information Science eBooks Essential E-Book Metadata for Everyone! High quality and accurate bibliographic metadata is an essential part of the supply chain for books and e-books as it enables titles to be easily and reliably identified, selected, and accessed. Yet libraries and content providers have worked for years to find common ground across stakeholder groups regarding metadata requirements. This breakout session will describe two new efforts to reach consensus: Metadata Profiles from the NAG Quality of Shelf Ready Metadata Project, and the NISO Recommended Practice on, E-Book Bibliographic Metadata Requirements. Both projects demonstrate the importance of developing a shared understanding between publishers, vendors and libraries regarding the creation and sharing of quality metadata so that it has value throughout the supply chain. 2023-08-06T14:00:00Z https://underline.io/lecture/83187-essential-e-book-metadata-for-everyone 2025-12-30 10:00:51 https://doi.org/10.48448/4XQP-6V16 UKSG Annual Conference 2022 journalArticle DOI 10.5281/ZENODO.10726732 Zenodo Rico-Castro Pilar Rooryck Johan Melinščak Zlodi Iva Stojanovski Jadranka Ševkušić Milica Armengou Clara Kuchma Iryna de Pablo Virginia Peruginelli Ginevra Mofardin Danijel Laakso Mikael Proudman Vanessa Morić Filipović Ivana Pölönen Janne Labastida Ignasi Bria Marc Edwards Caroline Scholarly communication Diamond Open Access Institutional publishing scholarly journals Open Access publishing Evaluation criteria Quality Standard Extensible Quality Standard in Institutional Publishing (EQSIP) Institutional Publisher (IP) Service Provider (SP) D3.2 Extensible Quality Standard in Institutional Publishing (EQSIP) V2.0 for Diamond Open Access The Extensible Quality Standard in Institutional Publishing (EQSIP) for Diamond Open Access is one of the main outputs of the DIAMAS[1] project. EQSIP sets out standards for institutional publishing (IP) of scholarly journals in the broadest sense, with a special focus on those publishing models that do not charge fees to authors or readers. An Institutional Publisher (IP) is an entity engaged in academic publishing, characterised by the dissemination of scholarly content (journals and books) conducted by an institution, its subunits, or an individual associated with the institution[2]. IPs have ownership of publishing titles/assets, decide on governance of these titles/assets, or at least have editorial responsibility for their publishing titles. In other words, IPs have legal, ethical, or/and scientific responsibility for academic publishing, irrespective of whether they also have editorial control over what is published. Although they often provide different services, IPs do not belong to the category of Service Providers (SPs), i.e. commercial or non-commercial entities inside or outside the institution that provide specific services to IPs. SPs have limited responsibility for specific activities in the publishing process, and do not have final responsibility for the published titles. ‘No fee’ publishing models are collectively known as Diamond OA. Many IPs in the European Research Area (ERA) are already fully in line with the Diamond model, which is considered as the ideal, most equitable, end state of institutional publishing. At the same time, the institutional publishing landscape also includes a varied subset of IPs who are not yet fully Diamond OA, and partly rely on subscriptions, print sales, and, marginally, Article Processing Charges (APCs) for their diverse revenue streams. Some publishing initiatives may also restrict publication for authors, for instance to authors funded by a specific funder. The scope of the DIAMAS project extends to all such IPs as well. We coin the term ‘diamondisation’ for IPs that are moving towards fully Diamond OA. EQSIP and its subsequent iterations include a set of quality criteria for Diamond publishing initiatives, though most of the items apply as quality hallmarks for any publishing business model. The objective of EQSIP for Diamond Open Access is to set a common quality standard for IPs that publish scholarly journals, based on the seven core components of scholarly  publishing outlined in the Action Plan for Diamond Open Access[3] (Ancion et al. 2022, 4), which were subsequently revised and modified by the DIAMAS project team. These are: Funding Legal ownership, mission and governance Open Science Editorial management, editorial quality and research integrity Technical service efficiency Visibility, communication, marketing, and impact Equity, Diversity, Inclusion and Belonging (EDIB), multilingualism and gender equity EQSIP for Diamond Open Access applies to scholarly journals. EQSIP's underlying goal is to set a common quality standard for publishing as a public good, i.e. defined and controlled by the public through expert communities, thus guaranteeing that academic contributions in scholarly journals are also a public good.  [1] https://diamasproject.eu/ [2] By institution we mean a not-for-profit academic or scholarly organisation. These include but are not limited to research performing organisations (RPOs), Research funding organisations (RFOs), organisations connected to RPOs (university libraries, university presses, faculties, and departments), research institutes, scholarly societies. [3] https://www.scienceeurope.org/media/t3jgyo3u/202203-diamond-oa-action-plan.pdf 2024-02-29 en DOI.org (Datacite) https://zenodo.org/doi/10.5281/zenodo.10726732 2025-12-30 11:29:52 Creative Commons Attribution 4.0 International Version Number: 1.0 <h2>Other</h2> Deliverable under the review of the European Commission standard CASRAI CRediT Taxonomy: Contributor Roles for Research Paper Attribution | ANSI/NISO Z39.104-2022 CRediT (Contributor Roles Taxonomy) defines 14 standardized roles for attributing author contributions in research papers. Approved as ANSI/NISO Z39.104-2022, learn how to implement CRediT in scholarly publishing, write contribution statements, and improve research transparency. 2014-01-01 en CRediT Taxonomy https://casrai.org/credit/ 2026-01-01 17:30:37 Section: Standards attachment Snapshot https://casrai.org/credit/ 2026-01-01 17:30:42 1 text/html presentation Jisc National Bibliographic Knowledgebase Community Survey: Overall Figures 2018-11 https://libraryservices.jiscinvolve.org/wp/files/2018/11/NBK_Headlines.pdf 2026-01-04 journalArticle DOI 10.1146/katina-121824-1 Katina Magazine Schweighofer Bianca Bartlewski Julia Building an Infrastructure for Cost Data Transparency The lack of cost transparency in scholarly publishing poses significant challenges for institutions and researchers. Our project, openCost, aims to fix that. 2024/12/18 en katinamagazine.org https://katinamagazine.org/content/article/open-knowledge/2024/building-an-infrastructure-for-cost-data-transparency 2026-01-06 17:01:03 Company: Annual Reviews Distributor: Annual Reviews Institution: Annual Reviews Label: Annual Reviews attachment Snapshot https://katinamagazine.org/content/article/open-knowledge/2024/building-an-infrastructure-for-cost-data-transparency 2026-01-06 17:01:09 1 text/html document Council of the EU Press office - General Secretariat of the Council of the EU Deforestation: Council signs off targeted revision to simplify and postpone the regulation The Council formally adopted the targeted revision to simplify the EU deforestation regulation and postpone its application to ensure effective implementation. 2025-12-18 en Deforestation https://www.consilium.europa.eu/en/press/press-releases/2025/12/18/deforestation-council-signs-off-targeted-revision-to-simplify-and-postpone-the-regulation/ 2026-01-06 17:36:38 attachment Snapshot https://www.consilium.europa.eu/en/press/press-releases/2025/12/18/deforestation-council-signs-off-targeted-revision-to-simplify-and-postpone-the-regulation/ 2026-01-06 17:36:42 1 text/html blogPost Publishers Association Peter Kirsten Amended EUDR regulation to exclude books | Publishers Association Today the European Parliament plenary voted in favour of the provisional agreement reached with the Council on the EUDR-amending Regulation. This means ‘printed books, newspapers, pictures and other products of the printing industry, manuscripts, typescripts and plans, of paper’ have been exempted from the EUDR. Dan Conway, CEO of the Publishers Association: “We’re incredibly pleased… 2025-12-17T14:17:29+00:00 en-GB https://www.publishers.org.uk/amended-eudr-regulation-to-exclude-books/ 2026-01-06 17:54:16 attachment Snapshot https://www.publishers.org.uk/amended-eudr-regulation-to-exclude-books/ 2026-01-06 17:54:21 1 text/html document Federation of European Publishers Press release | Books and other printed products excluded (...) 2025-12-17 https://www.fep-fee.eu/Press-release-Books-and-other-printed-products-excluded-from-EU-Deforestation 2026-01-06 18:07:30 attachment Press release | Books and other printed products excluded (...) https://www.fep-fee.eu/Press-release-Books-and-other-printed-products-excluded-from-EU-Deforestation 2026-01-06 18:07:34 1 text/html journalArticle Gregorio-Chaviano Orlando Stable-Rodríguez Yudayly Zamora María-Consuelo López-Mesa Evony Katherine Caracterización y análisis de la producción científica latinoamericana en revistas de la editorial MDPI: un estudio basado en Web of Science Las revistas de la editorial MDPI han generado un amplio debate debido a su influencia en el ecosistema de publicación científica actual. Este artículo analiza la actividad científica latinoamericana publicada en revistas MDPI para estudiar sus tendencias y determinar si sus patrones de producción se relacionan con los de otros contextos geográficos. Se recuperaron artículos y revisiones del período 2013-2023 de los índices SCI, SSCI, A&HCI y ESCI de Web of Science, correspondientes a 64.043 documentos de países latinoamericanos. Los resultados revelan un incremento en la productividad a partir del año 2017, con un 5% de la producción en MDPI, siendo la revista Sustainability el principal canal de comunicación en la región. Se observa en la mayoría de los resultados un panorama similar al de otros países, con aumento del uso de revistas MDPI como medio de comunicación científica, especialmente en el último quinquenio. 2025-08-19 Caracterización y análisis de la producción científica latinoamericana en revistas de la editorial MDPI DOI.org (Crossref) https://redc.revistas.csic.es/index.php/redc/article/view/1615 2026-01-10 13:38:25 https://creativecommons.org/licenses/by/4.0 1615 48 Revista Española de Documentación Científica DOI 10.3989/redc.2025.2.1615 2 Rev. esp. doc. Cient ISSN 1988-4621, 0210-0614 preprint Ledizioni Gatti Rupert Mounier Pierre Rooryck Johan Beyond 'no fee': why Diamond Open Access is much more than a business model Diamond Open Access (OA) is rapidly gaining momentum in the academic publishing world. Several significant initiatives and developments are driving this trend, including the cOAlition S call for proposals on this topic in 2020 (cOAlition S 2020), the Open Access Diamond Journal Study in 2021 (Bosman et al. 2021), and the Diamond Open Access Plan in 2022 (Science Europe 2022). Notably, EU-funded projects like DIAMAS and CRAFT-OA, the Toluca Global Summit on Diamond OA (Redalyc 2023), the consultation about a Global Alliance for Diamond OA under the auspices of UNESCO, and the establishment of the European Diamond Capacity Hub (EDCH) are key contributors to this movement. There is currently no universally accepted definition of Diamond OA within the scientific community (Ancion et al. 2023). This absence of a clear and uniform definition is, understandably, unsatisfactory for the academic community, which often seeks precision in its conceptual frameworks. However, this very ambiguity opens a discursive space where the academic community can engage in critical reflection on its values, objectives, and expectations regarding scholarly communication. While the categorisation of OA by ‘colours’ has been justly critiqued (Tay 2021)  for its imprecision and its overly broad generalisations, it should also be recognised for the important debates it creates a space for.  Our contribution to this ongoing discussion seeks to explore the various dimensions of Diamond OA from multiple perspectives. This chapter, co-authored by three authors, is the outcome of a collaborative dialogue. At times, its form will reflect the dialogical nature of this exploration. By attempting to move beyond the simplistic and technical definition of ‘no-fee’ OA, we aim to uncover the complex dynamics that underpin knowledge production, as well as the roles that publishers, scholars, institutions, and academic communities play within these processes. Diamond OA is undoubtedly much more than merely ‘no-fee’ open access. But what, precisely, does it encompass? 2024-12-13 en Beyond 'no fee' DOI.org (Datacite) https://zenodo.org/doi/10.5281/zenodo.14440034 2026-01-12 10:16:31 Creative Commons Attribution 4.0 International Version Number: Publication - chapter DOI 10.5281/zenodo.14440034 journalArticle Auclair Deni Carmichael Jamie Thibodeau Jessica Challenges and roadblocks to robust metadata in the scholarly communications industry For the scholarly communications community to extract the most value from scientific research, as well as to successfully move from subscription to open access publishing models, it is essential to have &lsquo;clean&rsquo; metadata and a robust infrastructure to build the required workflows, processes and systems to support effective use of that metadata. The obstacles to achieving a supporting infrastructure and implementing effective workflows are many, negatively impacting every stakeholder group and every aspect of the research and publishing process. 2024-05-21T13:53:49+00:00 en insights.uksg.org https://insights.uksg.org/articles/10.1629/uksg.642 2026-01-14 22:13:39 37 Insights DOI 10.1629/uksg.642 1 ISSN 2048-7754 attachment Full Text PDF https://insights.uksg.org/articles/642/files/664f2d55579bf.pdf 2026-01-14 22:13:40 1 application/pdf document Farge Marie Subject: Diamond Open Access 2012-07-07 http://openscience.ens.fr/OPEN_ACCESS_MODELS/DIAMOND_OPEN_ACCESS/2012_06_07_Mail_Marie_Farge_a_Jean-Pierre_Bourguignon_lui_proposant_le_modele_Diamant.pdf journalArticle Fuchs Christian Sandoval Marisol The Diamond Model of Open Access Publishing: Why Policy Makers, Scholars, Universities, Libraries, Labour Unions and the Publishing World Need to Take Non-Commercial, Non-Profit Open Access Serious This reflection introduces a new term to the debate on open access publishing: diamond open access (DOA) publishing. The debate on open access is a debate about the future of academia. We discuss the problems of for-profit academic publishing, such as monopoly prices and access inequalities and point at the limits of contemporary perspectives on open access as they are frequently advanced by the publishing industry, policy makers and labour unions. The article introduces a public service and commons perspective that stresses the importance of fostering and publicly supporting what we term the model of diamond open access. It is a non-profit academic publishing model that makes academic knowledge a common good, reclaims the common character of the academic system and entails the possibility for fostering job security by creating public service publishing jobs. Existing concepts such as “gold open access” have serious conceptual limits that can be overcome by introducing the new term of diamond open access. The debate on open access lacks visions and requires social innovations. This article is a policy intervention and reflection on current issues related to open access (OA) publishing. It reflects on the following questions: * What should the role of open access be in the future of academic publishing and academia? * How should the future of academic publishing and academia look like? * Which reforms of academic policy making are needed in relation to open access publishing? We want to trigger a new level of the open access debate. We invite further reflections on these questions by academics, policy makers, publishers, publishing workers, labour unions, open access publishing associations, editors and librarians.Twitter: #DiamondOA 2013-09-09 The Diamond Model of Open Access Publishing DOI.org (Crossref) https://www.triple-c.at/index.php/tripleC/article/view/502 2026-01-15 16:54:21 428-443 11 tripleC: Communication, Capitalism & Critique. Open Access Journal for a Global Sustainable Information Society DOI 10.31269/triplec.v11i2.502 2 tripleC ISSN 1726-670X attachment Full Text https://www.triple-c.at/index.php/tripleC/article/download/502/497 2026-01-15 16:54:23 1 application/pdf report Zenodo Ferwerda Eelco Pinter Frances Stern Niels Knowledge Exchange, KE, OA, Open Access, Monographs, Publishing, Policy, Funding A Landscape Study on Open Access and Monographs: Policies, Funding and Publishing in Eight European Countries Knowledge Exchange is continuously active in promoting Open Access by bringing together Open Access experts from all six KE partner countries. The study was initiated by Knowledge Exchange and financed by Knowledge Exchange (http://www.knowledge-exchange.info), FWF (https://www.fwf.ac.at/en/), CRIStin (http://www.cristin.no/english/) and Couperin (http://www.cristin.no/english/), and together with the skilled expertise of Eelco Ferwerda, Frances Pinter and Niels Stern, we can now publish the biggest landscape study on the conditions and potentials for Open Access books yet.  The report builds on i.a. 73 in-depth conversations, conducted across eight different countries (Denmark, Finland, Germany, Netherlands, United Kingdom, France, Norway and Austria) to understand current developments among three stakeholder groups: publishers, funders and libraries. The importance of author attitudes, scholarly reward and incentive systems is also raised throughout the study by numerous interviewees. The study shows that although the main OA policies do not include monographs, conversations about OA and monographs are surfacing and are expected to be accelerating over the next few years. The general explanation for monographs not being included in policies is the global focus on journal publishing and the perception that monographs are more complex to deal with than journals. Some also point to a lack of demand yet from authors. In general, OA book publishers will comply with gold OA policies from funders and institutions. This is not the case for green OA. It appears that the current self archiving policies from publishers for books are largely restricted to book chapters. The report also points towards the fact that funding schemes for books are lagging behind schemes for articles and their availability to fund the publishing process is somewhat ad hoc across the countries we've surveyed. Nevertheless the authors are 'cautiously optimistic' about the prospects for OA and monographs. The report creates an overview of the OA monographs policies, funding streams and publishing models for all eight countries for the first time. See http://www.knowledge-exchange.info/event/open-access-monographs 2017-08-01 A Landscape Study on Open Access and Monographs Zenodo https://zenodo.org/records/815932 2026-01-16 13:27:56 DOI 10.5281/zenodo.815932 attachment Full Text PDF https://zenodo.org/records/815932/files/Landscape%20study%20on%20OA%20and%20Monographs%20Oct%202017%20KE.pdf 2026-01-16 13:27:58 1 application/pdf conferencePaper Connecting the Knowledge Commons: From Projects to Sustainable Infrastructure ELPUB 2018 DOI 10.4000/proceedings.elpub.2018.30 Toronto, Canada ElPub Posada Alejandro Chen George Chan Leslie Mounier Pierre concentration inequality knowledge production rent-seeking scholarly infrastructure Inequality in Knowledge Production: The Integration of Academic Infrastructure by Big Publishers This paper attempts to illustrate the implications of a simultaneous redirection of the big publishers’ business strategy towards open access business models and the acquisition of scholarly infrastructure utilizing the conceptual framework of rent-seeking theory. To document such a transformation, we utilized financial databases to analyze the mergers and acquisitions of the top publicly traded academic publishers. We then performed a service analysis to situate the acquisitions of publishers within the knowledge and education life-cycles, illustrating what we term to be their vertical integration within their respective expansion target life-cycles. Implications of higher education institutions’ increased dependency towards the companies and increased influence by the companies on the institution and individual researcher were noted from the vertical integration of products. Said vertical integration is analyzed via a rent theory framework and described to be a form of rent-seeking complementary to the redirection of business strategies to open access. Finally, the vertical integration is noted to generate exclusionary effects upon researchers/institutions in the global south. 2018-06 Inequality in Knowledge Production HAL https://hal.science/hal-01816707 2026-01-16 13:28:17 attachment HAL PDF Full Text https://hal.science/hal-01816707v1/file/PosadaAlejandro_ChenGeorge_ELPUB2018.pdf 2026-01-16 13:28:18 1 application/pdf journalArticle Mounier Pierre ‘Publication favela’ or bibliodiversity? Open access publishing viewed from a European perspective A number of initiatives exist in European countries to support open scholarly communication in humanities and social sciences. This article looks at the work of Open Access in the European Research Area through Scholarly Communication (OPERAS), a consortium of 36 partners from all over Europe, including many university presses, that is working to build a future European infrastructure to address the challenges in open access publishing. Their initial study, OPERAS-D, revealed a variety of models among the partners influenced by national cultures. Although the partners’ activities were found to be fragmented, they also reflect the ‘bibliodiversity’ that exists in European societies. To address the challenge of fragmentation, it is argued that, by following a cooperative model, European actors can benefit by sharing expertise, resources, and costs of development for the good of all. As a future infrastructure to support open scholarly communication across Europe, OPERAS aims to coordinate a range of publishers and service providers to offer researchers and societies a fully functional web of services to cover the entire research lifecycle. 2018 en ‘Publication favela’ or bibliodiversity? Wiley Online Library https://onlinelibrary.wiley.com/doi/abs/10.1002/leap.1194 2026-01-16 13:28:48 © 2018 The Author(s). Learned Publishing © 2018 ALPSP. _eprint: https://onlinelibrary.wiley.com/doi/pdf/10.1002/leap.1194 299-305 31 Learned Publishing DOI 10.1002/leap.1194 S1 ISSN 1741-4857 attachment Full Text PDF https://onlinelibrary.wiley.com/doi/pdfdirect/10.1002/leap.1194 2026-01-16 13:28:50 1 application/pdf report Zenodo Barnes Miranda Bell Emily Cole Gareth Fry Jenny Gatti Rupert Stone Graham archiving Community-Led Open Publication Infrastructures for Monographs digital preservation formats OA books Open Access technical methods WP7 Scoping Report on Archiving and Preserving OA Monographs Technical methods for effectively archiving complex digital research publications and for creating an integrated collections of content in different formats have not yet been developed. As part of COPIM, an international partnership of researchers, universities, librarians, open access book publishers and infrastructure providers, WP7 (Work Package 7) have begun by compiling a digital preservation risk register. This report builds on that work in offering an overview of existing preservation solutions for Open Access (OA) research monographs. It brings together interviews conducted with representatives from several university presses and OA presses, and draws on the discussions that took place in a workshop held in September 2020 with a range of professionals in the archiving and preservation domain. What the interviews and the workshop have indicated is the need for a consensus on file formats, further awareness and a culture shift to acknowledge and respond to the importance of digital preservation, further support and guidance for small and scholar-led publishers to assure equity in the publishing and preservation landscape, and a clear way forward regarding techniques to effectively preserve the components of complex digital monographs, including links and embedded content. A number of opportunities for future work have been highlighted, among them tools, guidance, developing new workflows, and nurturing a network of advocates in specific communities. These avenues for future work are further elaborated on at the end of this report. <strong>Background</strong> COPIM (Community-led Open Publication Infrastructures for Monographs) is an international partnership of researchers, universities (Coventry University; Birkbeck, University of London; Lancaster University; and Trinity College, Cambridge), established open access publishers (the ScholarLed consortium, which includes Mattering Press, meson press, Open Humanities Press, Open Book Publishers and punctum books), libraries (UCSB Library and Loughborough University Library) and infrastructure providers (the Directory of Open Access Books and Jisc). COPIM is also collaborating closely with institutions such as the British Library and the Digital Preservation Coalition, and with the OPERAS-P project and the Next Generation Library Publishing project, in addition to consortium members. As well, a broad spectrum of academics, publishers, librarians, software developers, funders and others contribute as part of the working groups, events and projects that COPIM is setting up and running. COPIM’s funders are the Research England Development (RED) Fund, and Arcadia — a charitable fund of Lisbet Rausing and Peter Baldwin. The Project is dedicated to investigating the difficulties that impede the progress of small publishers interfacing with large-scale organisations and processes. Through the work of this project, the consortium is in the process of developing a significantly enriched, not-for-profit and open-source ecosystem for open access (OA) book publishing, supporting and sustaining a diversity of publishing initiatives and models, particularly within Humanities and Social Sciences (HSS) publishing. Work Package 7 of the COPIM Project will identify the key challenges associated with archiving research monographs in all their variation and complexity, and work towards developing new solutions. The concept of a monograph as “just” text with the occasional image or table is increasingly outdated. “Books” now come in multiple digital formats (e.g. PDF, XML, EPUB) as well as hardcopy, and can also include embedded material such as videos and interactive 3D models. In some publications, users can interact directly with content hosted externally, such as databases and URLs. As individual objects, each of these formats—such as a PDF file or a video—appear in established guidance and standards for preservation and can be reliably archived with time, effort and resource. Yet how does one archive a “book” which consists of all of these? <strong>Aims and Methodology</strong> This report aims to provide a brief overview of existing technical methods for digital preservation of open access (OA) monographs, and offer some possible avenues for development. As the report is based on work package activities from 2020, further documentation of work package activities can be expected as these progress, including case studies and good practice guidance. This report begins with a section detailing current practice in OA publishing, drawn from a series of semi-structured interviews of approximately 30 minutes conducted on Microsoft Teams in September and October 2020. The same interview questions were also supplied to several participants via email and via Online Surveys (formerly BOS). Though only a small set of responses were received, these have been incorporated into the findings. Opportunity exists for further discussions with publishers to enrich and advance the current findings. A wider analysis of the documentation pertaining to digital preservation at OA university presses and publishers was conducted during the same period, though documentation is limited. Additionally, our first workshop took place on 16 September 2020, run jointly with the Digital Preservation Coalition. This workshop brought together COPIM teammates and experts in digital preservation, which included the following: Senior member, Archiving body (Participant A) Department head, National library (Participant B) Digital conservationist, National library (Participant C) Senior member, Data archive (Participant D) Senior member, Preservation archive (Participant E) Scientist, National laboratory (Participant F) Department head, National library (Participant G) Senior member, Community of practice organisation (Participant H) Senior technical officer, University library (Participant I) These discussions feed into the points in section 3, as well as the concluding thoughts and summary of future work at the end of this report. 2022-06-24 en DOI.org (Datacite) https://zenodo.org/record/6725309 2026-01-21 09:51:45 Creative Commons Attribution 4.0 International, Open Access Version Number: 1.0 DOI 10.5281/zenodo.6725309 <h2>Other</h2> Community-led Open Publishing Infrastructures for Monographs (COPIM) is supported by the Research England Development (RED) Fund, and Arcadia—a charitable fund of Lisbet Rausing and Peter Baldwin. book Iowa State University Digital Press Wintermute H.E. Dieckman Christopher Campbell Heather Rose Nausicaa The DEI Metadata Handbook: A Guide to Diverse, Equitable, and Inclusive Description Written primarily for professionals in library and information science but with applicability to archives and other information management industries, this handbook provides an overview of metadata work that focuses on diversity, equity, and inclusion (DEI). DEI metadata work has several goals: enhancing diverse representation in descriptive metadata; improving discovery of diverse resources; and mitigating negative effects of inaccurate, outdated, or offensive terminology. Readers will gain a broad awareness of DEI-related issues in metadata creation and management; learn techniques for retroactively reviewing and updating existing metadata to address these issues; and develop strategies to create metadata that better meets DEI needs. 2024 The DEI Metadata Handbook DOI.org (Crossref) https://www.iastatedigitalpress.com/plugins/books/153/ 2026-01-23 10:14:42 ISBN 978-1-958291-09-2 DOI 10.31274/isudp.2024.153 webpage International Coalition of Library Consortia (ICOLC) ICOLC Joint Statement on the Metadata Rights of Libraries | ICOLC Website 2023-03-21 https://icolc.net/statements/joint-statement-metadata-rights-libraries 2026-01-23 10:37:45 attachment Joint Statement on the Metadata Rights of Libraries | ICOLC Website https://icolc.net/statements/joint-statement-metadata-rights-libraries 2026-01-23 10:37:50 1 text/html journalArticle Courtney Kyle DeLaurenti Kathleen Kopel Matthew Zimmerman Katie No One “Owns” That Metadata, Copyright, and the Problems with [Library] Vendor Agreements Librarians focused on copyright and licensing from five institutions conducted research and analysis of peer institutional metadata policies, vendor agreements, and U.S. law in an effort to better understand the legal disposition of metadata created both locally by institutions and from partner institutions across the U.S. Based on our analysis, we assert that the vast majority of bibliographic metadata is simply not copyrightable. While there may be “thin” copyrightable material, institutions should release these records under a CC0 Public Domain Dedication to ensure the widest possible distribution to support research, aid in the dissemination of knowledge, and promote innovation. In this panel, we will review our findings, share our analysis, and make recommendations for libraries to openly share their metadata records. 2024-11 en_US dash.harvard.edu https://nrs.harvard.edu/URN-3:HUL.INSTREPOS:37379715 2026-01-23 10:39:52