Category Archives: Publishing

What is “Inclusive Access” – and how is it different from Open Education Resources?

As publishers, librarians, faculty, and administrators continue to search for more equitable means of providing learning materials to their students, new methods and ideas have surfaced as ways of knocking down financial barriers to accessing textbooks and other educations resources.

One exciting new development from different academic libraries and library coalitions has been the development of Open Educational Resources, or OERs. According to Education Week, “Open Educational Resources are materials for teaching or learning that are either in the public domain or have been released under a license that allows them to be freely used, changed, or shared with others.” Generally, these resources are developed by faculty in conjunction with librarians or university presses with published expertise. As more and more OERs are created, more and more syllabi are including OERs, as professors know that students can access these materials without having to incur costs.

On the other hand, publishers have also tried to address the need for more affordable course materials by packaging access to materials in what they are calling “equitable” or “inclusive” access. When students enroll for a class, if they do not choose to proactively opt-out, the cost of their textbooks is averaged across the entire institution, regardless of the particular courses a student may be taking, and added to the students tuition bill – ensuring that students will be able to access materials assigned by a professor in a course. For teachers and students, these models can seem similar, as both ensure that students will have “Day One Access” to the materials (that is to say, they will have access to the course materials without an extra cost or step of buying the textbook on the first day of the semester). However, the methodology behind each is very different.

Open Educational Resources are built explicitly as low or no cost options for courses. These tools are often developed by faculty and generally under CC BY licenses, allowing for derivatives to be built and possibly improved by future uses and technologies. Inclusive Access, however, is a profit-motivated model that being rolled out by publishing companies to make sure their materials are in the hands of students and being used in courses. Ultimately, because the impact on faculty and students in the classroom or taking a course can be similar at the point of use, sometimes OERs and Inclusive Access can be confused – but as the landscape continues to change and new technologies are developed, it will be important for librarians to be able to make the case for OERs and distinguish the two models for faculty. Studies continue to come out detailing the benefits of differing models – but the nature of OERs and their ability, generally, to be adapted, allows for students and faculty to be constantly engaging and creating new learning materials, while the same cannot be said for Inclusive Access which continues to stir concerns about transparency and overall cost.

Relatedly, Messina College recently opened its doors with a new associate’s degree program. Part of the promise of the program is the commitment to providing one-hundred first generation, high financial need students an opportunity to pursue an associate’s degree at Boston College. And indeed, as a part of this program, the costs of the textbooks and resources like laptops will be paid in advance. In this case, however, the university itself is footing the bill for the resources, without passing the burden of payment on to the students – certainly an exciting move towards a more equitable landscape on the part of the university!

InfraFinder – a new tool from Invest in Open Infrastructures

As more and more libraries and authors are seeking open source platforms and technologies for their publishing, the need for a systematic way to consider options arises. Invest in Open Infrastructures has developed a new tool that can help practitioners decide what open source platforms might be best for a given use case.

The InfraFinder tool allows users to browse across 57 different open source platforms that have been developed for different purposes by practitioners prioritizing open models of publication. The tool has a number of different filters to effectively compare different technologies and platforms – in addition to specific information about each solution. When using the tool, a user can select up to four solutions at a time to compare across a number of categories and considerations – a very helpful way to compare open software solutions side by side.

This exciting tool is also relatively new – having been developed and released between 2023 and 2024. As more open infrastructure projects are developed and added to this tool it will become a more and more helpful place for authors and librarians to go to get a sense of what tools exist.

OSTP Federal Research Funding update

The White House Office of Science and Technology Policy (OSTP) has received funding from Congress to continue its implementation of the Nelson Memo. This memo requires any federal agency that awards research grants to implement a policy requiring immediate public access to publications resulting from that research, as well as access to data and the use of persistent digital identifiers in article metadata.

During the lengthy Federal appropriations process, the House Appropriations Committee released a bill that specifically defunded any attempt to implement the memo. No individual or lobbying group ever came forward to take any credit for trying to kill the OSTP memo in the budget, nor was there much explanation of why it might have been included.

The final appropriation bill (technically the explanatory statement accompanying the bill) only included a requirement that OSTP produce a financial analysis of the impact of the memo, “including the policy’s anticipated impact on Federal research investments, research integrity, and the peer review process,” within 100 days of the bill passing. In other positive news, this was the only requirement. There is no trigger stopping development of policy depending on what the report says. This likely means that after the report, there would be a round of Congressional hearings before more action is taken. Being an election year, there may not be enough time for a truly adverse legislative action. Overall, this means plans will progress, and there should be some good reading on the state of scholarly publishing sometime in mid-June!

OA Policy Changes at the Bill & Melinda Gates Foundation

The Bill & Melinda Gates Foundation has recently announced a “refreshed” Open Access Policy, to start in 2025. There is a lot to unpack.

The headline change for publishers is that the Foundation will no longer pay Article Processing Charges (APCs) for its funded researchers to publish Open Access. However, they have not stepped back from their support of Open Access. Rather than paying for post-publication OA, they are requiring posting all manuscripts on a preprint server. Not just any preprint server – one approved by the Foundation, with “a sufficient level of scrutiny to submissions.” The works must be licensed as CC-BY 4.0, or something similar. Interestingly, authors also must assign the license to an Author Accepted Manuscript of the article if it is published later. Any data that is used in the manuscript must also be made immediately available.

VeriXiv logo

The Foundation is working with F1000, a subsidiary of Taylor & Francis, to create a preprint platform named VeriXiv. The platform will do a series of “ethics and integrity checks,” looking for things like plagiarism and image manipulation, as well as author-related conflicts. One thing that it is not doing is peer review. An author can still publish the article in a journal as well, as long as that journal respected the OA requirements of the Foundation, and the author would have to pay any APC themselves.

The question is how will this affect the publishing ecosystem? The Foundation awards more than five billion dollars in grants per year, which is enough to create real change. On the one hand, authors could decide that traditional publishing is not worth the time and cost, which the Foundation’s policy strongly suggests, and just move to preprints. On the other hand, authors may still have other institutional incentives tied to publishing output and prestige. Will this just shift the cost of traditional publishing to authors, and indirectly to libraries and universities that support them? It might work out that this is a lever to reduce prestige-based incentives at institutions, or it might work out that authors with fewer resources fall a little further behind.

This may also just be a business fight between funders and publishers, with researchers caught in the middle. Publishing is a bundle of services, including ethics and plagiarism checks, peer review, distribution and preservation. Commercial publishers charge a lot for that bundle. Starting with posting a preprint and then layering on other services could be cheaper, especially if one thinks different research outputs need differing levels of service. This opens the door to new business models, like stand-alone peer review services, as contemplated by the Publish-Review-Curate model of publishing. We will see who steps in to fill those needs.

Coalition for Diversity and Inclusion in Scholarly Communication (C4DISC)

Earlier this year, the Coalition for Diversity and Inclusion in Scholarly Communication (C4DISC) held their first community meeting. The main mission of the coalition is “to work with organizations and individuals to build equity, inclusion, diversity, and accessibility in scholarly communication.” The coalition officially launched in 2020 – and January’s meeting was in fact the coalition’s very first community meeting. Among its members and partners, the coalition boasts Crossref, the Library Publishing Coalition, the Open Access Scholarly Publishers Association, and more. As the push for more equitable models of publishing continues to be at the forefront of the minds of scholars and librarians, best practices around diversity, inclusion, and accessibility will lay a key foundation in assuring that scholarly publishing is not only published and consumed by the most privileged layers of our society.

To provide some context as the meeting started, coalition members presented on some of the priorities and outcomes from the past year – including toolkits and surveys developed by the coalition as a means of getting librarians and scholarly publishing practitioners thinking about their own roles in creating a more diverse scholarly record. Thee were also tools to help proactively change the culture around scholarly publishing so that marginalized voices can be centered, rather than continually obscured.

As the coalition continues to hold larger community meetings and launches its communities of practice, librarians and practitioners can start to think about best practices for ensuring diverse, equitable, and inclusive academic publishing that highlights marginalized voices and works as seminal parts of a collection or publishing portfolio.

Toolkits

As a means of providing helpful ways for institutions to build more equitable diverse models for themselves, the Coalition provides links to toolkits that have been put together by leaders in publishing and higher education.

In addition to the Toolkits above, the coalition is also currently working on an Equity on Editorial Boards toolkit – a resource that will aim to assist journal and editorial managers in figuring out the best ways to ensure an attitude and editorial board that reflects a global population.

Surveys

In addition to the toolkits, the Coalition also provides links to the 2018 and 2023 Workplace Equity Surveys. While the results and analysis from the 2023 is still being published, an article from Learned Publishing gets into some of the details from the 2018 survey.