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Open Access Bibliography

This bibliography presents over 1,300 selected English-language books, conference papers (including some digital video presentations), debates, editorials, e-prints, journal and magazine articles, news articles, technical reports, and other printed and electronic sources that are useful in understanding the open access movement. Most sources were published between 1999 and August 31, 2004; however a limited number of key sources published prior to 1999 are also included. Where possible, links are provided to sources that are freely available on the Internet (approximately 78 percent of the bibliography's references have such links).

pdf open-access-bibliography.pdf

Print copies are also available for purchase for $45.00 plus shipping & handling.

 
 

Fall Forum 2006: Open Access: A Perspective from the American Society for Microbiology

Proceedings of the 2006 ARL/CNI Fall Forum, "Improving Access to Publicly Funded Research: Policy Issues and Practical Strategies."

ppt ff06-kaplan.ppt

 
 

Open Access Publication of Scientific Research - FY 2005 Appropriations

Dear Representatives Regula and Obey, Senators Specter and Harkin and Dr. Zerhouni:
Our organizations are volunteer and nonprofit HIV/AIDS treatment, vaccine, and prevention advocacy groups with a long history of community participation in all aspects of government and privately sponsored research to fight the AIDS pandemic. In that capacity, we support at July 16, 2004 House Appropriations Committee recommendation that NIH develop a policy requiring a complete electronic text of any manuscript reporting work funded by NIH grants or contracts be supplied to the National Library of Medicine's PubMed Central. (The specifics of that policy have yet to be announced or commented on publicly.) Furthermore, we support greater efforts to increase open access to medical research/scientific publications, especially for those studies or reviews funded by taxpayer dollars. We understand the House Committee calls on NIH to report by December 1, 2004 on how it intends to implement a policy.

View document(s) here »

 
 

Framing the Issue: Open Access

A resource guide to assist and inform discussions of open access. It highlights the key points to consider in thinking about and discussing open access, gives examples of open access implementation, and provides sources for more information.

pdf framing-issue-open-access-may04.pdf

 
 

Library Community Opposes Bill to Restrict Access to Data [press release]

Speaking on behalf of five of the nation's leading library organization—the American Association of Law Libraries, the American Library Association, the Association of Research Libraries, the Medical Library Association, and the Special Libraries Association—Prudence S. Adler, Associate Executive Director, ARL, voiced the opposition of the library community to the recently introduced "Database and Collections of Information Misappropriation Act" (H.R. 3261).

pdf hr3261-pressrelease-20oct03.pdf

 
   

ARL: A Bimonthly Report 226 (Feb. 2003)

Includes the seminal article "Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Age" by Clifford Lynch, as well as "Framing the Issue: Open Access" by Mary Case, "The End of History? Reflections on a Decade" by William Crowe, and "Celebrating Seventy Years of ARL."

pdf arl-br-226.pdf

 
   

Inter-Association Working Group on Government Information Policy

On behalf of the seven member organizations of the Inter-Association Working Group on Government Information Policy, we are pleased to transmit to you the library community's draft bill to amend chapter 19 of U.S.C. title 44. In addition, we offer several recommendations outside of chapter 19 that we believe should be considered in conjunction with any revision of title 44, based on the Joint Committee on Printing's draft bill that was the subject of recent hearings.

pdf lt-warner-iaw-ch19-tit44.pdf

 
 

Appropriations Bill Restores Some Funding, Requires Public Access to Federally Funded Research

us-capitol-snowy-duskimage © Katie HarbathThe US House of Representatives and the US Senate on January 16, 2014, approved the Consolidated Appropriations Act, 2014, which will fund the federal government through FY 2014. President Obama signed the legislation, averting yet another government shut down. The Consolidated Appropriations Act restores some but not all of the budget lines cut in the sequester.

 
 

SCOAP3 Open Access Publishing Initiative to Launch January 1

simulated-particle-traces-in-higgs-bosonimage © CERN, credit Lucas TaylorUnder the leadership of CERN, the European Organization for Nuclear Research, partners in 24 countries are participating in the largest-scale global open access initiative ever built—SCOAP3. Involving an international collaboration of more than 1,000 libraries, library consortia, and research organizations, SCOAP3 will make it possible for a significant percentage of scientific articles in the field of high-energy physics to become open access at no cost for any author and with a reduction of subscription fees for libraries. Everyone will be able to read the articles, authors will retain copyright, and generous licenses will enable wide re-use of this information.

 
 

SPARC Open Access Conference 2014 Registration Now Open

Kansas City skylineimage © Matthew WhiteheadSPARC has announced panel topics and invites participants to register for the SPARC Open Access Meeting set to take place in Kansas City on March 3–4, 2014.

Advances in the areas of open access, open data, and open educational resources have grown exponentially since the last SPARC Open Access Meeting was convened in 2012. As this push for greater openness continues, these three fronts are converging in interesting and potentially transformative ways. Join SPARC as leaders from the library community, academia, industry, the student community, and other research avenues discuss how open access, open data, and open educational resources are intersecting, and the impact this convergence will have on research and discovery. The meeting is designed to emphasize collaborative actions that stakeholders can take to positively impact publishing, policy, digital repositories, author rights, and licensing.

 
 

Higher Education Community Supports Access to Publicly Funded Research

grafitti spelling FASTRimage © Newtown graffitiSixty-six presidents and provosts of US universities and colleges sent a letter to Congress urging passage of public access legislation, Fair Access to Science and Technology Research, or FASTR. This legislation promotes the acceleration of scientific discovery by making articles reporting on publicly funded scientific research freely accessible online. The presidents and provosts stated, “we believe that this legislation represents a watershed and provides an opportunity for the entire U.S. higher education and research community to draw upon their traditional partnerships and collaboratively realize the unquestionably good intentions of the bill’s framers—broadening access to publicly funded research in order to accelerate the advancement of knowledge and maximize the related public good. By ensuring broad and diverse access to taxpayer-funded research the bill also supports the intuitive and democratic principle that, with reasonable exceptions for issues of national security, the public ought to have access to the results of activities it funds.”

 
 

SCOAP3 Deadline for Participation Drawing Near

SCOAP3 logoSCOAP3The SCOAP3 model is built on redirecting funds currently used to pay for subscriptions to participating journals to support their conversion to open access, as well as to cover article-processing fees in existing open access journals. Launch of SCOAP3 is scheduled for January 1, 2014, and confirmation of participation is requested by November 15, 2013. SCOAP3 costs institutions no more than they are paying now for the subscriptions and has, due to unprecedented global negotiations, driven reductions in publisher article-processing fees when SCOAP3 goes live and will ensure the granting of CC-BY licenses for the articles. For US libraries that have not yet confirmed their participation, information can be found on the LYRASIS website or by contacting This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 
 

SPARC Open Access Meeting 2014 to Focus on Convergence

kansas-city-skylineimage © Matthew WhiteheadThe next SPARC Open Access Meeting, themed “Convergence,” will convene March 3–4, 2014, in Kansas City. The past year has seen growing momentum in the areas of open access, open data, and open educational resources. As the push for greater openness continues, these three fronts are converging in interesting and potentially transformative ways. Join us as leaders from the library community, academia, industry, student community, and other research avenues discuss how open access, open data, and open educational resources are intersecting, and the impact this convergence might have on research and discovery. The meeting is designed to emphasize collaborative actions that stakeholders can take to positively impact publishing, policy, digital repositories, author rights, and licensing.

 
 

Open Access Empowers 16-Year-Old to Make Cancer Breakthrough

andraka-interview-screenshotimage © Right to Research CoalitionSPARC’s student initiative, the Right to Research Coalition, has released a video interview of Jack Andraka, a high school sophomore who won the 2012 Intel International Science and Engineering Fair with a breakthrough diagnostic for pancreatic cancer. Interviewed by Francis Collins, the director of the National Institutes of Health (NIH), Andraka discusses how open access articles and NIH’s PubMed Central played a key role in enabling his discovery.

 
 

Article-Level Metrics Primer Released by SPARC

altmetric-for-scopusThis spring SPARC published a community resource, Article-Level Metrics: A SPARC Primer (PDF), by Greg Tananbaum. Article-level metrics (ALMs) are rapidly emerging as important tools to quantify how individual articles are being discussed, shared, and used. This SPARC primer provides an overview of what ALMs are, why they matter, how they complement established utilities and metrics, and how they might be considered for use in the tenure and promotion process.  

 
 

White House Takes Historic Steps to Open Up Government Data

white-houseimage © Tom LohdanToday President Obama signed an Executive Order directing federal agencies to make government data more accessible to the public. Under the terms of the Executive Order, "Making Open and Machine Readable the New Default for Government Information," a new Open Data Policy (PDF) released today establishes a framework to help agencies implement the principles of effective information management throughout the data life cycle to promote interoperability and openness. Whether or not particular information can be made public, agencies can apply this framework to all information resources to promote efficiency and produce value.

 
 

White House Directive on Public Access to Federally Funded Research and Data

On February 22, 2013, John P. Holdren, Director of the White House’s Office of Science and Technology Policy, issued a memorandum directing federal research funding agencies with R&D budgets of $100 million or more to develop a plan within six months to support increased public access to the results of research funded by the federal Government.

 
 

Declarations of Support for SHARE

SHARE is a higher education and research community initiative to ensure the preservation of, access to, and reuse of research outputs. We are pleased that a wide array of stakeholders, including the following organizations, endorse these goals.

 
   
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