Open access (mostly green and gratis) began to be sought and provided worldwide by researchers when the possibility itself was opened by the advent of
Internet and the
World Wide Web. The momentum was further increased by a growing movement for academic journal publishing reform, and with it gold and libre OA. The premises behind open access publishing are that there are viable funding models to maintain traditional
peer review standards of quality while also making the following changes: • Rather than making journal articles accessible through a
subscription business model, all academic publications could be made free to read and published with some other cost-recovery model, such as publication charges, subsidies, or charging subscriptions only for the print edition, with the online edition
gratis or "free to read". • Rather than applying traditional notions of
copyright to academic publications, they could be
libre or "free to build upon". although others have argued that OA may raise the total cost of publication, and further increase economic incentives for exploitation in academic publishing. The open access movement is motivated by the problems of social inequality caused by restricting access to academic research, which favor large and wealthy institutions with the financial means to purchase access to many journals, as well as the economic challenges and perceived unsustainability of academic publishing.
Stakeholders and concerned communities The intended audience of research articles is usually other researchers. Open access helps researchers as readers by opening up access to articles that their libraries do not subscribe to. All researchers benefit from open access as no library can afford to subscribe to every
scientific journal and most can only afford a small fraction of them. This is known as the "
serials crisis". Open access extends the reach of research beyond its immediate academic circle, as an open access article can be read by anyone. A 2008 study revealed that
mental health professionals are roughly twice as likely to read a relevant article if it is freely available.
Research funders Research funding agencies and universities want to ensure that the research they fund and support in various ways has the greatest possible research impact. As a means of achieving this, research funders are beginning to expect open access to the research they support. Many of them (including all UK Research Councils) have already adopted
open-access mandates, and others are on the way to do so (see
ROARMAP).
Universities A growing number of universities are providing institutional repositories in which their researchers can deposit their published articles. Some open access advocates believe that institutional repositories will play a very important role in responding to open-access mandates from funders. In May 2005, 16 major
Dutch universities cooperatively launched
DAREnet, the Digital Academic Repositories, making over 47,000 research papers available. From 2 June 2008, DAREnet has been incorporated into the scholarly portal
NARCIS. By 2019, NARCIS provided access to 360,000 open access publications from all Dutch universities,
KNAW,
NWO and a number of scientific institutes. In 2011, a group of universities in North America formed the Coalition of Open Access Policy Institutions (COAPI). Starting with 21 institutions where the faculty had either established an open access policy or were in the process of implementing one, COAPI now has nearly 50 members. These institutions' administrators, faculty and librarians, and staff support the international work of the Coalition's awareness-raising and advocacy for open access. In 2012, the Harvard Open Access Project released its guide to good practices for university open-access policies, focusing on rights-retention policies that allow universities to distribute faculty research without seeking permission from publishers. As of November 2023, Rights retention policies are being adopted by an increasing number of UK universities as well. In 2013 a group of nine Australian universities formed the Australian Open Access Strategy Group (AOASG) to advocate, collaborate, raise awareness, and lead and build capacity in the open access space in Australia. In 2015, the group expanded to include all eight New Zealand universities and was renamed the Australasian Open Access Support Group. It was then renamed the Australasian Open Access Strategy Group, highlighting its emphasis on strategy. The awareness raising activities of the AOASG include presentations, workshops, blogs, and a webinar series on open access issues.
Libraries and librarians As information professionals,
librarians are often vocal and active advocates of open access. These librarians believe that open access promises to remove both the price and permission barriers that undermine library efforts to provide access to scholarship, as well as helping to address the
serials crisis. Open access provides a complement to library access services such as
interlibrary loan, supporting researchers' needs for immediate access to scholarship. Librarians and library associations also lead education and outreach initiatives to faculty, administrators, the library community, and the public about the benefits of open access. Many library associations have either signed major open access declarations or created their own. For example,
IFLA have produced a Statement on Open Access. The
Association of Research Libraries has documented the need for increased access to scholarly information, and was a leading founder of the
Scholarly Publishing and Academic Resources Coalition (SPARC). Librarians and library associations also develop and share informational resources on scholarly publishing and open access to research; the Scholarly Communications Toolkit developed by the
Association of College and Research Libraries of the
American Library Association is one example of this work. At most universities, the library manages the institutional repository, which provides free access to scholarly work by the university's faculty. The
Canadian Association of Research Libraries has a program to develop institutional repositories at all Canadian university libraries. An increasing number of libraries provide
publishing or hosting services for open access journals, with the Library Publishing Coalition as a membership organisation. In 2013, open access activist
Aaron Swartz was posthumously awarded the American Library Association's
James Madison Award for being an "outspoken advocate for public participation in government and unrestricted access to peer-reviewed scholarly articles". In March 2013, the entire editorial board and the editor-in-chief of the
Journal of Library Administration resigned en masse, citing a dispute with the journal's publisher. One board member wrote of a "crisis of conscience about publishing in a journal that was not open access" after the death of Aaron Swartz.
Public The public may benefit from open access to scholarly research for many reasons. Advocacy groups such as
SPARC's Alliance for Taxpayer Access in the US argue that most scientific research is paid for by taxpayers through
government grants, who have a right to access the results of what they have funded. Examples of people who might wish to read scholarly literature include individuals with medical conditions and their family members, serious hobbyists or "amateur" scholars (e.g.
amateur astronomers), and high school and
junior college students. Additionally, professionals in many fields, such as those doing research in private companies,
start-ups, and hospitals, may not have access to publications behind paywalls, and OA publications are the only type that they can access in practice. Even those who do not read scholarly articles benefit indirectly from open access. For example, patients benefit when their doctor and other
health care professionals have access to the latest research. Advocates argue that open access speeds research progress, productivity, and knowledge translation.
Low-income countries In developing nations, open access archiving and publishing acquires a unique importance. Scientists, health care professionals, and institutions in developing nations often do not have the capital necessary to access scholarly literature. Many open access projects involve international collaboration. For example, the
SciELO (Scientific Electronic Library Online), is a comprehensive approach to full open access journal publishing, involving a number of
Latin American countries.
Bioline International, a
non-profit organization dedicated to helping publishers in developing countries is a collaboration of people in the UK, Canada, and Brazil; the Bioline International Software is used around the world.
Research Papers in Economics (RePEc), is a collaborative effort of over 100 volunteers in 45 countries. The
Public Knowledge Project in Canada developed the
open-source publishing software
Open Journal Systems (OJS), which is now in use around the world, for example by the
African Journals Online group, and one of the most active development groups is Portuguese. This international perspective has resulted in advocacy for the development of
open-source appropriate technology and the necessary open access to relevant information for
sustainable development. == History ==