Selected Readings on Open Access, Equity, APCs, and Scholarly Publishing

Definitions, statements, and current challenges

Anderson, R. (2021, April 20). Feasibility, Sustainability, and the Subscribe-to-Open Model. The Scholarly Kitchen.

An introduction to open access. (2019, October 17). Jisc.

Draft Recommendation on Open Science—UNESCO Digital Library. (n.d.). Retrieved October 19, 2023, from

Druelinger, D., & Ma, L. (2023). Missing a golden opportunity? An analysis of publication trends by income level in the Directory of Open Access Journals 1987–2020. Learned Publishing, 36(3), 348–358.

The Fallacy of Open-Access Publication. (2017, November 15). The Chronicle of Higher Education.

Harington, R. (2020, December 16). Transformative Agreements, Funders and the Publishing Ecosystem: A Lack of Focus on Equity. The Scholarly Kitchen.

Open Access is key to the Sustainable Development Goals. (n.d.). Librarian Resources. Retrieved October 19, 2023, from

Ross-Hellauer, T. (2022). Open science, done wrong, will compound inequities. Nature, 603(7901), 363–363.

Ross-Hellauer, T., Reichmann, S., Cole, N. L., Fessl, A., Klebel, T., & Pontika, N. (2022). Dynamics of cumulative advantage and threats to equity in open science: A scoping review. Royal Society Open Science, 9(1), 211032.

APCs and Equity

Equity concerns persist over open-access publishing. (2021, March 9). Nature Index.

Klebel, T., & Ross-Hellauer, T. (2023). The APC-barrier and its effect on stratification in open access publishing. Quantitative Science Studies, 4(1), 22–43.

Legge, M. (2023, July 4). Report from Equity in Open Access workshop #3: Making waves in APC & waiver practice. OASPA.

Smith, A. C., Merz, L., Borden, J. B., Gulick, C. K., Kshirsagar, A. R., & Bruna, E. M. (2021). Assessing the effect of article processing charges on the geographic diversity of authors using Elsevier’s “Mirror Journal” system. Quantitative Science Studies, 2(4), 1123–1143.

Zhang, L., Wei, Y., Huang, Y., & Sivertsen, G. (2022). Should open access lead to closed research? The trends towards paying to perform research. Scientometrics, 127(12), 7653–7679.

Sources used for the 2023 International Open Access Week Display

Elsevier’s profits swell to more than £900 million. (2018, February 20). Times Higher Education (THE).

Europe, S. (n.d.). Diamond Open Access. Science Europe. Retrieved October 19, 2023, from

International Open Access Week. (n.d.). International Open Access Week. Retrieved October 19, 2023, from

Kim, S.-J., & Park, K. S. (2020). Market share of the largest publishers in Journal Citation Reports based on journal price and article processing charge. Science Editing, 7(2), 149–155.

Moving away from APCs: A multi-stakeholder working group convened by cOAlition S, Jisc and PLOS | Plan S. (n.d.). Retrieved October 19, 2023, from

Olejniczak, A. J., & Wilson, M. J. (2020). Who’s writing open access (OA) articles? Characteristics of OA authors at Ph.D.-granting institutions in the United States. Quantitative Science Studies, 1(4), 1429–1450.

Publications Output: U.S. Trends and International Comparisons | NSF – National Science Foundation. (n.d.). Retrieved October 19, 2023, from