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Introduction

Open Access book policies

This subsection covers the whole life cycle of policy development for open access books. There are articles about the overall landscape of open access book policies, including a review of available literature and articles about attitudes, needs and challenges regarding open access policies. Other articles cover key policy elements and policy implementation.

For policymakers

OA book policy landscape

The articles in this section explore the current attitudes and challenges surrounding open access books within the European Research Area (ERA), based on findings from the PALOMERA project.

Through stakeholder interviews and surveys, key issues emerge, such as the unclear regulatory landscape, the perceived lack of prestige associated with open access publications and concerns over multilingualism.

The articles also outline essential elements for effective open access book policies, highlighting the importance of stakeholder involvement, financial resources and technical infrastructure. Ultimately, addressing these challenges is vital for enhancing the visibility and impact of open access books in the scholarly communications landscape.

Articles
  • Attitudes towards open access books in the European Research Area
    This article is based on interviews with stakeholders conducted for the PALOMERA project. Interviewees highlighted three aspects of open access scholarly book publishing within Humanities and Social Sciences. First, unclear regulations create legal and technological challenges for actors despite their commitment to open access publishing. Second, the focus of open access on English can threaten multilingualism and bibliodiversity. Third, open access books struggle with a perceived lack of prestige compared to printed formats, impacting author incentives and trust in open access systems.
  • Needs, obstacles and challenges of policymaking for open access books
    As part of the data collection for the PALOMERA project, a survey was designed and distributed in 2023 on the needs, obstacles and challenges of policymaking for open access books. This article summarises the major findings of the survey analysis.
For policymakers

Policy life cycle

The open access books policy life cycle, as proposed by the PALOMERA project, outlines a structured six-stage process for developing and refining open access book policies. This framework guides policymakers from initial research and formulation through to implementation, monitoring and evaluation, ensuring that each stage is comprehensively addressed.

By emphasising the importance of stakeholder engagement and iterative consultation, the life cycle aims to create effective policies that adapt to the evolving landscape of open access publishing. Overall, it serves as a valuable tool for fostering transparency and enhancing the accessibility of scholarly works.

Articles
  • Policy life cycle for open access books
    The open access books policy life cycle refers to a six-stage life cycle put forward by the PALOMERA project as a means to support funders in their policy development process by providing a structured approach to the creation of a particular open access books policy. The six stages are: 1. Research 2. Policy formulation 3. Public consultation 4. Implementation 5. Monitoring and impact 6. Evaluation and review The open access books policy should be a continuing cycle of development. The policy section of the Toolkit is designed to support all aspects of the policy.
For policymakers

Best practices and case studies

Articles
  • Key elements of an open access books policy
    In 2023, PALOMERA devised a list of policymaking elements for academic books to identify gaps and good policy practices among institutional, regional, national and international open access-related policies. These elements also serve as a framework to help policymakers more precisely pinpoint their expectations, which has the potential to ensure better policy compliance.
  • Processes surrounding open access book policy formulation and implementation
    Based on input from national research funders in the European Research Area, this article provides insights into the reality of policymaking for open access books. All interviews have been anonymised, but the identities of the interviewees are known to the authors.