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While the number of hybrid journals has increased with the conversion from subscription journals, article processing charges (APCs) have not been examined as frequently as gold open access journals. This study compared the factors affecting APCs for hybrid and gold open access journals by formulating a charge equation.

This study examined the APCs for 1,354 hybrid and gold open access journals in the Springer imprint. Using the ordinary least squares method, it investigated the determinants of charges, including the relationship between subscription prices and APCs for hybrid journals.

The results revealed that the charges set by hybrid journals were higher than those set by gold open access journals by US$1,620, after controlling for other variables. A reason could be the oligopolistic market structure of the leading publishers. Although the publisher imprint set the APCs based on the journal characteristics, the difference in the determinants of the charges between the two journal types may be due to the business models specific to the journal types.

The findings suggested that policymakers must consider the market power of leading publishers to establish a healthy scholarly communication market.

This study examined the relationship between subscription prices and charges for hybrid journals as well as the determinants of charges for both journal types, considering various characteristics of individual journals.

This paper aims to bring together information on whether any evidence exists of a commercial conflict between the creation of digital archives at research institutions and by key subject centres of excellence, and the business of journal publishing.

Relevant publications, including articles published in refereed books and journals, as well as informal commentaries on listservs, blogs and wikis, were analysed to determine whether there is any evidence of a commercial relationship.

Most of the published comments are highly subjective and anecdotal – there is a significant emotional overtone to many of the views expressed. There is precious little hard evidence currently available to support or debunk the idea that a commercial conflict exists between repositories and journal subscriptions. The situation is made more difficult by the many technological, sociological and administrative changes that are taking place in parallel to the establishment of repositories.

Separating the key drivers and their impact is a major strategic challenge facing all stakeholders in the scholarly communication industry in future.

This is an important area which requires close monitoring – the possible threat that the established journal publishing system could be eroded away by a new “free” scholarly information system needs attention. One significant study in this area is being undertaken by the PEER group, funded by the European Commission with hard evidence being collected by UCL's CIBER research group. The results from this impartial investigation will be very welcome.

The paper shows that relationship between repositories and journal subscriptions is vague.

Surveying authors at doctoral-granting institutions of higher education in Portugal, the authors in this paper aim to seek to determine the extent to which Portuguese researchers prefer that their work appears in open access journals or open access repositories resulting in improved access to quality, peer-reviewed scientific information and faster scientific and technological advances. The authors also seek to gauge Portuguese author's familiarity with open access, the importance they attach to open access when choosing a publication outlet, and to determine their preferences for achieving open access.

The methodology adopted in this research is the case study. The case study intends to understand a complex social phenomenon through an in-depth study holistically. In May 2020, the authors distributed a survey to faculty in all academic ranks at 14 Portuguese higher education institutions to learn the extent to which Portuguese authors currently make their research openly available, ascertain their awareness of open access, their support of the European Union (EU) open access goal and their preferences for achieving open access.

Researchers at Portuguese universities overwhelmingly are aware of arguments in favor of open access and believe that open access benefits researchers in their fields. Portuguese researchers regularly publish in open access journals and deposit their papers in institutional or disciplinary repositories.

16.7% of 740 potential respondents completed the survey. The relatively low response rate prevents extrapolations from being made to the universe. The study was implemented during the COVID-19 pandemic, which, due to the disruption created in all sectors, made data collection complex and delayed its subsequent treatment.

Similar studies have been conducted at individual universities and in particular disciplines to determine the degree to which their faculty authors are aware of open access, its benefits, and preferences for achieving it. A similar study of Bulgarian university authors was conducted in 2018. No previous study of Portuguese authors at institutions of higher education has been conducted. The results will be useful to Portuguese institutions of higher education and academic libraries to establish and revise open access outreach and implementation services that may be helpful to their faculty in meeting EU open access and funder open access requirements.

Open access is a new scholarly publishing model that has appeared in place of the commercial publishing model. The aim of this study was to investigate the level of awareness, use and attitudes of the Indian students in higher educational institutions about scholarly open access.

Survey method was used in the study. The sample population of the study was 212 Indian students belonging to different higher educational institutions in India.

The results of the study reveal a gloomy picture about the open access (OA) awareness and use among Indian students. Unfamiliarity with the OA journals and high publication fee were the main obstacles for the students not to publish in OA journals. However, a majority of the students reported their willingness to publish in OA journals in future if the obstacles are removed. A very meager ratio of the respondents had published in OA journals so far. In addition, motivational factors for publishing in OA journals were also taken into consideration, and respondent's indicated winning research grants, great impact and higher citations as main factors to publish in OA journals.

This study is geographically limited to the students of the higher educational institutions located in India.

This study will help to understand the involvement and behavior of the Indian students toward scholarly open access. The study will also guide what measures need to be taken in the take up of open access movement.

Institutional repositories appeared to be relatively a novel term for the respondents, and in order to get the citation advantages and higher visibility, librarians can make an effort to persuade students to publish their research work in open access journals and institutional/subject repositories. The study recommends that institutions need to take appropriate measures to inform students about the importance and overall benefits associated with using of OA platforms in their scholarly work.

This paper aims to provide an overview and update of what one actually knows about the impact of open access on inter-lending and document supply.

A review of recent papers, published after the Berlin Declaration on Open Access in 2003.

Everything seems to oppose document supply and open access. Open access has contributed to the recent decline of interlibrary loan (ILL) and document supply requests but is not the only reason and probably not the most important. Open repositories and open-access journals have the potential to substitute ILL and document supply; yet for different reasons, including legal compliance, this substitution remains of limited interest. ILL and document supply institutions have started to integrate open access into their workflow and service provision in different ways, and the paper provides a conceptual framework with some perspectives for further service development.

Paradoxically, relatively few papers make the link between open access and document supply, with empirical and/or conceptual elements. This paper proposes a synthesis and opens perspectives for future development and research.

The purpose of this paper is to consider how the open access policy environment has developed since the Rights Metadata for Open Archiving Project’s call in 2003 for universities and academics to assert joint copyright ownership of scholarly works and investigate whether UK universities are moving towards a joint copyright ownership.

The paper analyses 81 UK university copyright policies to understand what proportion make a claim over: IP ownership of all outputs; the copyright in scholarly works; re-using scholarly works in specific ways; and approaches to moral rights. Results are cross-tabulated by policy age and mission group.

Universities have not asserted their interest in scholarly works through joint ownership, leaving research funders and publishers to set open access policy. The paper finds an increased proportion of universities assert a generic claim to all IP (87 per cent) relative to earlier studies. In total, 74 per cent of policies relinquished rights in scholarly works in favour of academic staff; 20 per cent of policies share ownership of scholarly works through licensing; 28 per cent of policies assert the right to re-use scholarly works in some way; and 32 per cent of policies seek to protect moral rights. Policies that “share” ownership of scholarly works are more recent. The UK Scholarly Communication Licence (UK-SCL) should have an impact on this area. The reliance on individual academics to enforce a copyright policy or not to opt-out of the UK-SCL could be problematic. The paper concludes that open access may still be best served by joint ownership of scholarly works.

This the first large-scale analysis of UK university policy positions towards scholarly works. The paper discovers for the first time a move towards “shared” ownership of scholarly works in copyright policies.

Due to the high expense of obtaining and accessing scientific research, readers with diverse financial abilities are not offered equal opportunities. This study investigates the preferences for journal access types among Arab university academics and explores the implications of publishing research articles in open access vs closed access journals in low- and lower-middle income countries.

An online survey and an in-person focus group consisting of 74 scholars from Arab institutions throughout the Arab World were conducted.

Findings show that most professors at Arab universities favour open access publication without author fees. The results also show that this method of publishing research will help these nations advance by giving all citizens equal access to information and providing researchers with a good opportunity to be read and cited, which contributes to the overall progress of science.

This topic has not been investigated yet, and it is of great importance to university professors and stakeholders in higher education institutions in the Arab world.

Open access journals (OAJs) offer immediate, free and unrestricted online access to the scholarly literature. The purpose of this study is to trace the status and characteristics of OAJs published across the globe. Various trends that have evolved in OAJ market have been studied.

The study is based on data collected from one of the largest OA journal directory – Directory of Open Access Journals (DOAJ). The data were downloaded on 02 January 2018 and details of OAJs added to DOAJ till 31 December 2018 were harvested, codified and further analyzed in SPSS software. A Microsoft-Excel template application – MAKESENS – developed by Finnish Meteorological Institute (Finland) in 2002, was explored to perform Mann–Kendall Test and Sen’s Slope Estimates.

A less score of OAJs offer access to their archival content. An increasing trend is witnessed in the OAJ publishing with Elsevier, Sciendo and BioMed Central (BMC) as the top publishers. Majority of publishers are from high-income zone countries, followed by upper-middle and lower-middle zone countries. Majority of OA publishers are from the UK, Indonesia and Brazil. A lesser score of journals offer article processing charges and/or author submission charges. Majority of OAJs from high- and lower-middle-income zone countries levy submission/processing charge to authors compared to OA journals from upper-middle- and lower-income zone countries (p <0.01). OJS stays a prioritized platform for hosting OA journal content. Portico and CLOCKSS/LOCKSS are mostly used for long-term preservation purposes. Majority of OAJs from high-income zone countries participate in digital arching initiatives compared to ones from other income zones. Majority of the journals adopt a peer review (double-blind peer review, blind peer review, peer review and open peer review) process for validation of their scholarly content. The time lag between submission and publication ranges from one to 53 weeks, with majority of OAJs having a time lag of 11-20 weeks. Creative Commons Licenses are mainly adopted by OAJs.

As the study is based on the data offered by DOAJ, any gaps in the DOAJ data will also get reflected in the study. Further, there might be other OAJs also that have yet to show compliance with DOAJ standards and get indexed with it.

The study tries to showcase the current status and characteristics of OAJs.

The purpose of this paper is to examine interlibrary loan (ILL) requests for open access materials submitted during fiscal years 2012 and 2013 and to consider the implications of open access for resource sharing.

Borrowing requests for open access materials were quantitatively analyzed and compared to total borrowing requests and open access borrowing requests from the previous two fiscal years.

During the period studied, borrowing requests for open access materials increased, while overall requests held steady. The difficulty users have in navigating the online information environment makes it unlikely that ILL requests will decrease significantly due to the growing amount of open access material available.

The literature discussing the relationship between open access and ILL has expanded in recent years, but largely focuses on the negative impact of open access on resource sharing. This paper presents an update on previous research and provides contradictory evidence that the number of borrowing requests for open access documents continues to grow. Open access should be embraced as a help to resource sharing. This article is of great value to ILL practitioners looking for effective ways of identifying open access ILL requests.