Royal Historical Society Publishes Guidance Paper on “Plan S and History Journals” – RHS

“The report is designed to assist History and broader Humanities & Social Sciences stakeholders to understand and navigate the current policy frontiers of open access publishing for peer reviewed scholarly journals.

In particular, it is timed to contribute to the two public consultations on open access publication mandates, due to be launched shortly by United Kingdom Research & Innovation (UKRI), the funding body that includes the seven UK research councils as well as Research England.  This consultation process reflects UKRI’s membership of cOAlition S, a consortium of international funders established in 2018 which has articulated a new ‘Plan S’ mandate for open access publication.

The RHS report explains what cOAlition S and Plan S are, and why they matter to Humanities and Social Science researchers, journal editors and learned societies—among other stakeholders.  The report uses granular evidence of peer reviewed History journal publication to examine the potential impacts of Plan S implementation by UKRI.  The report is based on a summer 2019 RHS survey that attracted responses from 107 UK and international History learned society and proprietary journals.  Respondents included both self-publishing journals and journals published by 26 different university and commercial presses.  Additionally, the report uses data from the Directory of Open Access Journals (DOAJ) to explore open access journal publication in History….”

Plan S and the History Journal Landscape: Royal Historical Society Guidance Paper

“? What are the new contours of peer-reviewed journal publication for Humanities and Social Science disciplines following the establishment of cOAlition S in September 2018?

? How prepared are History journals and History researchers for the implementation of Plan S-aligned open access mandates in the UK?

? What are the potential implications for UK-based and international History journals of implementing (or choosing not to implement) Plan S-aligned open access policies?

? What is the evidence base that should inform UKRI’s consultations on open access? …”

OA community event – planning for Plan S | Jisc

“The next 12 months promises to be a critical time in the development of scholarly communications, with the release of UKRI’s open access review and further details on the implementation of Plan S.

This workshop will focus on Plan S and its implications. What does Plan S involve? What does it mean for your institution? What are transformative agreements? How is Jisc supporting its members?

Come along to share your views, listen to others and find out the latest updates.

By the end of the workshop you will have:

An understanding of Plan S and its implications for institutions
Discussed issues and concerns with peers
An understanding of transformative agreements with publishers
Heard about Jisc’s support for Plan S and provided feedback to us on our activities…”

Open Access Monographs in the UK: A data analysis

“One of the key challenges of open access book publishing is determining who pays. As pointed out in section 9, and also by Eve et al. (2017), library funding alone would not be sufficient to support a shift to OA books under an immediate OA model; this would bring about undue pressures on library budgets, resulting in sector inequalities (particularly regarding for institutions that do not receive a large amount of QR funding). As could be seen from the sample in section 8, a significant proportion of publisher revenue for UK REF books also comes from non-UK HEIs. In addition, researchers clearly indicated in the survey that they do not want to be limited in their choice of publisher from any country in the world, and publishers are eager to continue to enjoy their entrepreneurial freedom….”

Open access and monographs evidence review

This report presents new evidence on academic book publishing in the UK, and puts forward a set of stakeholder recommendations to be considered as part of the UK Research and Innovation (UKRI) and Research Excellence Framework (REF) Open Access reviews.


The report has been published by the Universities UK (UUK) Open Access Monographs Group. A data analysis of Open Access books in the UK, carried out by fullstopp GmbH and supported by Research England and the Arts and Humanities Research Council (both part of UK Research and Innovation), Jisc and the British Academy, has also been published alongside the UUK report.  

The UUK report draws on a quantitative analysis of the current landscape of long-form publications in the higher education sector, and its engagement with more than 90 organisations at two events,  including publishers, learned societies, subject associations and research libraries….”

OA monographs: policy and practice for supporting researchers | Jisc scholarly communications

“In the UK, the four UK HE funding bodies have signalled the intent to mandate open access for monographs submitted to the Research Excellence Framework beyond the 2021 assessment and UK Research and Innovation (UKRI), a signatory of Plan S, has launched its own open access policy review. This will cover monographs and book chapters.

At the same time, the UK has seen a growing movement of academic and library led presses, many of whom publish OA monographs.

However, there has been criticism and concern expressed about the move to open access policies for monographs from academics, learned societies and publishers. In order to engage with the community, the Universities UK working group on open access monographs held workshops for learned societies and publishers in 2018 (see the synthesis report). This was followed in May 2019 by an event for academics at Goldsmiths College, London (see this event report).

UUK have now released the final two reports from the working group. The first is a data analysis of Open Access Monographs in the UK carried out by Fullstopp GmbH and funded by Research England, Jisc, the British Academy and the Arts and Humanities Research Council. The second is the evidence review from the Universities UK Open Access Monographs Group, which details a number of key recommendations….”

OA price and service transparency Survey

“The views of researchers, librarians, publishers, and funders about ways to increase the transparency of communications about the price of Open Access publishing services are sought in a new industry survey. The results of this survey will help to inform a collaborative project with publishers, funders, and universities to develop a framework for communications. The project is sponsored by the Wellcome Trust in partnership with UKRI on behalf of cOAlition S. You can visit the survey here ….”

Society Publishers Accelerating Open access and Plan S (SPA-OPS) project

“This collection contains the key outputs from the Society Publishers Accelerating Open access and Plan S (SPA-OPS) project. This project set out to identify routes through which learned society publishers could successfully transition to open access (OA) and align with Plan S.

This project was led by Alicia Wise and Lorraine Estelle of Information Power, and was commissioned by Wellcome, UK Research and Innovation, and the Association of Learned and Professional Society Publishers (ALPSP)….”

Report and Toolkit to Support Learned Society Publishers Transition to Immediate Open Access | Plan S

“cOAlition S aims to work with publishers, societies, consortia, and other stakeholders to accelerate the transition to Open Access. One of the current priorities is to develop clearer approaches to transformative arrangements towards full and immediate Open Access. Today an independent report and toolkit are launched to do just this.

This work was commissioned by Wellcome and UK Research and Innovation (UKRI) – two UK members of cOAlition S – in partnership with the Association of Learned & Professional Society Publishers (ALPSP). Information Power were appointed to lead the project.

The resulting report and toolkit are designed to help support learned society publishers to accelerate their transition to Open Access, and enter into transformative agreements that unlock a multi-year transitional pathway compliant with Plan S for hybrid Open Access titles. All outputs are available under a CC-BY licence at: …”

Horizon 2020 and UK Research and Innovation Requirements for H2020 Projects | Jisc scholarly communications

“Twice a year, Jisc contacts Horizon2020-funded projects in the UK on behalf of OpenAIRE ( which supports the EC’s Open Access policies.  Jisc is the National Open Access Desk for OpenAIRE in the UK, and we contact project coordinators because there are particular Open Access obligations within most of the Horizon2020 projects for the EC:

Open Access Mandate:  All H2020 projects must provide open access (OA) to all peer-reviewed scientific publications that stem from project activities, immediately or otherwise within 6/12 months of publication where publisher embargoes apply.  Non-compliance can lead to a grant reduction and potential sanctions.
Open Research Data Pilot: Projects in designated areas of H2020 will participate in a pilot project to make the underlying data related to project outputs openly available and accessible for use by other researchers, innovative industries and citizens.  If you have signed up to the pilot, you will need to make your research data openly available, as well.

How many OA publications does your project have? Take a look at your project page at: You can use this page to help you with reporting!…”