Plan S for Shock
— Robert-Jan Smits & Rachael Pells
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Plan S for Shock
Robert-Jan Smits and Rachael Pells
Acknowledgements
Foreword
Introduction
Part One
1.1 Welcome to the world of academic publishing
1.2 What exactly is open access anyway?
A note on licensing
1.3 Why OA?
Reason 1: It’s the principle
Reason 2: It makes economic sense
Reason 3: It makes research more accessible – which benefits society
Reason 4: Open access makes the research process faster and more efficient
Reason 5: Open access improves the quality and trustability of research
Reason 6: It’s in the public interest
Reason 7: It makes research more inclusive
Reason 8: It allows for inclusiveness and connectivity
Reason 9: It helps the Global South
Reason 10: Academic research was always intended to be open
1.4 Academic publishing: a brief history
History repeating
Publishing becomes big business
1.5 The internet and OA: the early pioneers
The European campaign
A new era for academic publishing
1.6 The Wellcome Trust and Gates Foundation pave the way for OA
1.7 The Finch Report: taking OA to a political level
1.8 Brussels gets involved; the momentum picks up
1.9 Slow progress: the move towards OA stagnates
Reason 1: Big business, big financial interests and demanding shareholders
Hybrids: a halfway house
Reason 2: Obsession with ‘impact factor’
Reason 3: Lip service to DORA
Reason 4: Resistance to change; reluctance to take action
1.10 Time for a radical intervention
Part Two
2.1 The open access envoy
2.2 Forming a plan
2.3 The impact on smaller publishers
2.4 Warning bells
2.5 Gaining allies
2.6 The European tour
2.7 Support arrives from the universities
2.8 Gaining support from the younger generation of researchers
2.9 Compromises, compromises
2.10 The Coalition is born
2.11 The first setbacks
2.12 Putting the Science Europe face on; Plan S makes its first headlines
September 2018: The launch
2.13 To the movies
2.14 October 2018: the US road trip
2.15 You win some, you lose some
A breakdown of the common criticisms to Plan S
APCs and the quality debate
Lack of global awareness/coordination
An attack on academic freedom?
2.16 Towards a Plan S implementation guidance
2.17 Berlin 2018: a radical intervention
China shocks the world at OA2020 in Berlin
Transforming the narrative
2.18 Celebrating rebels
2.19 Berlin take two: entering the lion’s den
2.20 Latin America speaks out
2.21 Big interest from big players … and another withdrawal
2.22 The goodbye
Part Three
3.1 Changing the narrative
1. Transformative agreements: a valid solution?
A mixed reception
2. New publishing platforms
3. Copyright reigns supreme …
… But publishers won’t give up copyright without a fight
3.2 Reimagining publisher business models
The big five today: appetite for change?
The fall of publisher power
3.3 The future of academic publishing
Idea 1: Journals will be dead
Idea 2: Articles will be dead – well, almost
Idea 3: New technologies will lead the way …
… If data is made open
Idea 4: Attitudes towards cost will change …
… And journals will have to get creative …
… But not all will survive
3.4 Navigating the data-led future
The role of funders and institutions
Managing academic data
Europe’s role in protecting academic data
The impact of Covid
Putting power back into the hands of experts
3.5 Plan S as a continued source of debate
No silver bullet
Changing the culture in academia with each new generation
Money remains a sticking point
The final word on hybrids
Looking beyond the APC model
Will the US make a move on OA?
3.6 Open science: the new normal
3.7 Taking stock of the legacy
Epilogue: Seven Lessons Learned
1. Make a plan
2. Seek out allies
3. Listen to your peers
4. Communicate, and stay in the news
5. Engage with your opponents
6. Learn to be resilient
7. Know when it is done; plan an exit
Index