COAR Annual Meeting 2022: The Role of Repositories in the Radical Transformation of Scholary Communications
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Open Access Policy Frameworks
Intro Open Research Europe Graphic: Open Research Europe in Action. Source: Open Research Europe (2021). faster-h2020.eu The key takeaways from this article are 1 The main players in the policy area of open access in Europe and Germany, respectively, are the European Commission, the German Federal Ministry of Research, Technology and Space (BMFTR; until 2025 called the Federal Ministry of Education and Research, BMBF), and the governments of the federal states. 2 Through various policy measures, these players promote and expect open access to knowledge. 3 At the level of the German federal states, different trends in the areas of open access and open science are emerging. Practical tip The presentation “ Open Access unterstützen – Praxistipps für Landesregierungen ” lists measures with which the governments of the German federal states can practise and support open access. Object of Governance, Subject of Policy Discussion The topic of open access and the formulation and implementation of open access policies are the subject of policy discussions and negotiation processes. Who are the driving forces, and what are their positions? Open access policies are driven both from the top down – especially from the European level to the level of the national states and federal states – and from the bottom up, by committed scholars and scientists, scientific institutions, and open access initiatives. Important milestones in the debate on open access to information are (see also the History of the Open Access Movement ) are : the Declaration of the Budapest Open Access Initiative (2002) , the Berlin Declaration on Open Access to Knowledge in the Sciences and Humanities (2003) . Further milestones include: the Bethesda Statement on Open Access Publishing (2003) the Amsterdam Call for Action on Open Science (2016) , The Vienna Principles: A Vision for Scholarly Communication in the 21st Century (2016) , the Jussieu Call for Open Science and Bibliodiversity (2017) , Plan S (2018) the Action Plan for Diamond Open Access (2022) . Many national and supranational institutions, for example the European Union (EU), the German Federal Ministry of Research, Technology and Space (BMFTR; until May 2025 called the Federal Ministry of Education and Research, BMBF), federal state ministries, the German Research Foundation (Deutsche Forschungsgemeinschaft, DFG), and to some extent also universities and non-university research institutions, play a dual role in this regard. As political actors, they participate through various interventions and measures in negotiation processes on open access; at the same time, they are also research funders , and in that capacity, they directly set standards and framework conditions. In what follows, we provide an overview of the main state actors in the policy area of open access. In each case, we briefly explain how free access to scientific knowledge is enabled or promoted by policy regulations in the respective contexts. Kindling, M., Martin, L., Neufend, M., & Wenninger, A. (2022). Open Access Atlas Deutschland: Status Quo in Bund und Ländern (1.0). Zenodo. https://doi.org/10.5281/zenodo.6472672 Supranational Level At the supranational level, the European Commission (EC) and the European Research Council (ERC) provide important stimuli for the implementation of open access and open science. In 2021, UNESCO also adopted a Recommendation on Open Science . Governance of Open Access in Europe As early as 2012, the European Commission issued a Recommendation on access to and preservation of scientific information, in which it called on Member States to implement clear and binding open access policies. According to the recommendation, it should be mandatory to provide open access to publications resulting from publicly funded research, preferably immediately but no later than 6 months after the date of publication in the case of the natural sciences and 12 months in the case of the humanities and social sciences. Although European Commission recommendations are not binding, the majority of the 27 EU Member States (inter alia Belgium , Greece , Italy , Croatia , Latvia , Malta , Poland , Portugal , Slovakia , Slovenia , Spain , Czech Republic , Hungary ) and three non-member States ( Norway , Serbia, and Switzerland ) have by now adopted open access and open science strategies. In the area of research funding , the European Commission requires funding recipients to provide open access to research publications resulting from funded projects (see also Horizon Europe ). [MG1] Error 404 bei Slovenia. [PSM2] Danke – das hier scheint der richtige Link zu sein: https://www.openaire.eu/community/blogs/slovenia-open-science-in-the-recently-adopted-resolution-on-the-slovenian-scientific-research-and-innovation-strategy-2030 Open Access in Germany In contrast to many other European countries, Germany does not have a uniform national open access policy. In its coalition agreement for the legislative period 2021–2025 , the previous German Federal Government undertook to strengthen open access and open science and to establish open access as a common scientific standard. This was duly taken into account with the adoption in 2023 of Joint Guidelines of the Federal Government and the Länder for the implementation of open access in Germany (Federal Ministry of Education and Research, 2023 ). In the coalition agreement of the current federal government in 2025 , open access is not explicitly mentioned; however, access to scientific research is to be facilitated by a research data act. Federal Ministry of Education and Research At federal level in Germany, the amendment of the Copyright Act (UrhG) in 2013 created the legal framework for green open access by implementing an inalienable secondary publication right ( Pflüger, 2016 , p. 14). In 2016, the then German Federal Ministry of Education and Research (BMBF; renamed the Federal Ministry for Research, Technology and Space, BMFTR, in May 2025) published a strategy for open access in Germany , which was updated in 2018. The aim of the updated strategy is to further establish open access as the standard for scholarly publishing and to close the gap between the scientific community’s desire for more open access publications and current publishing practice ( Federal Ministry of Education and Research, 2018 , p. 7). According to the strategy, various ways of providing open access should be allowed in principle, and academic freedom should remain untouched. Furthermore, publications resulting from publicly funded research should be openly accessible, and established quality assurance procedures should be ensured. Whereas the transposition into concrete policies is the responsibility of the individual federal states, the BMBF, in its capacity as a funding agency, set guidelines: Research projects funded by the BMBF – or its successor, the BMFTR – are expected to publish their results and their research data in open access . Besides scientific and scholarly institutions and libraries, funding recipients also include private sector actors, such as publishers and other service providers, that are establishing themselves in the open access landscape. Open Access at Federal State Level Because of the sovereignty of the federal states in the area of education and higher education policy, the adoption and implementation of open access and open science policies in Germany takes place mainly at federal state level (Kindling et al., 2022). These federal state policies are thus central elements of the open access transformation in the Federal Republic of Germany (Kindling et al., 2021). Some states, for example Baden-Württemberg , Berlin , Brandenburg , Hamburg , and Schleswig-Holstein have state strategies, which in some cases define concrete objectives. These objectives include, for example, an open access quota for journal articles, as well as open access officers and open access policies at all institutions ( Berlin ); the monitoring of open access publication figures ( Thuringia ); the adoption of a clear position on open access by university managers ( Brandenburg ); and a uniform technical infrastructure ( Hamburg ). Some federal state governments support open access through other instruments of higher education governance. For example, support for open access is mentioned in the science plan ( Bremen ), in the higher education development plan ( Saxony ), or in the digital strategy ( Rhineland-Palatinate , Saxony-Anhalt , Hesse ) of the respective federal states. Other federal state governments support the scientific institutions in their states through targeted measures, for example openaccess.nrw in North Rhine-Westphalia; through an open access publication fund ( Thuringia , Lower Saxony ); through open access networking units ( Berlin , Brandenburg ); or by funding openness as a cross-sectional topic ( Bremen ). Although other federal states have not yet adopted an explicit science policy position, many institutions already have well-established open access service offerings (e.g. Saarland, Saxony, Saxony-Anhalt, Bavaria, Hesse, Mecklenburg-Western Pomerania, Rhineland-Palatinate) (Kindling et al., 2021).The Bundesländer-Atlas (Kindling et al., 2021), the oa.atlas federal state dossiers (2024), and the Open4DE Landscape-Report ( Bärwolf et al. 2023 ) also provide an overview of current and past open access and open science activities of the German federal states. Open Access in Austria and Switzerland Open Access in Austria In Austria, various open access initiatives emerged at a national level at an early stage (see the History of the Open Access Movement ). For example, in 2014, in cooperation with the Austrian Science Fund ( FWF ), the Austrian Academic Library Consortium ( KEMÖ) , as one of the first national library consortia worldwide to do so, concluded an open access agreement with a publisher (see Mayer 2022, p. 47). The FWF had already introduced its own open access policy in 2004, with a strong recommendation to publish works open access. In 2012, Open Access Network Austria (OANA; since 2022: OSA – Open Science Austria ) was founded as a joint national networking initiative on the part of the FWF and Universities Austria ( uniko ). OANA subsequently drew up a number of recommendations, inter alia for a national open access strategy (2016) and a national open science strategy (2020). Following the publication of the 2016 recommendations paper , many research institutions published open access policies. The 2020 recommendations served as a basis for the national Open Science Policy Austria , which was adopted in 2022. A secondary publication right was incorporated into law in 2015 (see also Legal Issues in Austria ). In 2019, the national funding initiative “Digital and Social Transformation in Higher Education” of the then Austrian Federal Ministry of Education, Science and Research enabled the launch of several digitalization projects with a focus on open access, for example AT2OA2 . In its Government Programme 2020–2024 , the Austrian Federal Government gave a clear commitment to open access and actively supported Plan S for the implementation of open access. The current Government Programme 2025–2029 does not focus explicitly on open access or open science. Open Access in Switzerland According to the strategic vision of the Swiss Higher Education Policy Coordination 2025–2028 (Gesamtschweizerische Hochschulpolitischen Koordination 2025–2028 ), 100% of scholarly publications from Swiss universities will be made available in open access. In particular, swissuniversities , the umbrella organisation of universities in Switzerland, plays the role of a superordinate actor for the promotion of open access. As a funding institution, swissuniversities supports various open access projects . The Swiss National Open Access Strategy published in 2017 was updated in 2024. In the updated strategy, swissuniversities and the Swiss National Science Foundation (SNSF) set the framework conditions for the country’s open access transformation. The Open Science Delegation coordinates cooperation between the stakeholders. Besides this national strategy, the Swiss Library Network for Education and Research ( SLiNER ) published National Open Access Policy Guidelines in 2019, which serve as recommendations for the institutional open access policies of Swiss universities. In 2023, 86% of universities in Switzerland had an open access policy (see swissuniversities, 2023). Eleven partner institutions are collaborating to create a national diamond open access consortium ( CoDOA ) to enable the long-term and sustainable funding of diamond open access journals. The groundwork for enshrining a secondary publication right in law is currently in progress. References Bärwolff, T., Benz, M., Dreyer, M., Neufend, M., Kindling, M., Kirchner, A., & Schmidt, B. (2023). Open4DE landscape report . Open-Access-Büro Berlin. https://doi.org/10.21428/986c5d43.bab38f02 Federal Ministry of Education and Research. (2023). Open access in Germany. Joint guidelines of the Federal Government and the Länder . https://www.bmftr.bund.de/SharedDocs/Publikationen/DE/FS/772970_Open_Access_in_Deutschland_en.pdf?__blob=publicationFile&v=4 Federal Ministry of Education and Research. (2018). Open Access in Deutschland. Die Strategie des Bundesministeriums für Bildung und Forschung [Open access in Germany. The strategy of the Federal Ministry of Education and Research]. https://www.bildung-forschung.digital/files/2018-08-Open_Access_neu_barrierefrei.pdf Kindling, M., Neufend, M., & Wenninger, A. (2021). Bundesländer-Atlas Open Access . Zenodo. https://doi.org/10.5281/zenodo.5761153 Kindling, M., Martin, L., Neufend, M., & Wenninger, A. (2022). Open Access Atlas Deutschland: Status Quo in Bund und Ländern (1.0). Zenodo. https://doi.org/10.5281/zenodo.6472672 Kindling, M., Martin, L., & Neufend, M. (2024). oa.atlas: Konzept . Open-Access-Büro Berlin. https://doi.org/10.21428/986c5d43.54fbd167 Mayer, K. (2022). Open Access im Wandel. Infrastrukturen, Monitoring und Governance als zentrale Elemente einer erfolgreichen Transformation. Baseline Report zur Open Access Transformation in der Wissenschaft . Centre for Social Innovation (ZSI), Vienna. https://doi.org/10.22163/fteval.2022.533 Pflüger, T. (2016). Open Access-Regulierung im internationalen Vergleich. In T. Dreier, V. Fischer, A. van Raay, & I. Spiecker [known as Döhmann] (Eds.), Informationen der öffentlichen Hand: Zugang und Nutzung (1st ed., Vol. 3, pp. 537–562). Nomos. https://kops.uni-konstanz.de/bitstream/handle/123456789/37572/Pflueger_0-395438.pdf?sequence=1&isAllowed=y swissuniversities. (2023). Open access strategy review. Background report . https://www.swissuniversities.ch/fileadmin/swissuniversities/Dokumente/Hochschulpolitik/Open_Access/OA_Strategie/OA_Strategy_Review_Background_Report.pdf UNESCO. (2021). UNESCO recommendation on open science . https://doi.org/10.5281/zenodo.5741832 Further Reading Fuhrer, C., & Schurte, R. (2018). Nationale Open Access-Strategie in der Schweiz: Herausforderungen für die Hochschulen und ihre Bibliotheken. In Zentralbibliothek Zürich, A. Keller, & S. Uhl (Eds.), Bibliotheken der Schweiz: Innovation durch Kooperation: Festschrift für Susanna Bliggenstorfer anlässlich ihres Rücktrittes als Direktorin der Zentralbibliothek Zürich (pp. 97–118). De Gruyter Saur. https://doi.org/10.1515/9783110553796-004 German Science and Humanities Council. (2022). Recommendations on the transformation of academic publishing: Towards open access . https://www.wissenschaftsrat.de/download/2022/9477-22_en.pdf?__blob=publicationFile&v=0 Taşkın, Z., Melinščak Zlodi, I., Laakso, M., Torny, D., Arasteh, S., Bargheer, M., Klaus, T., Schima, J., Agnoloni, T., Peruginelli, G., Davidson, A., Franczak, M., María Ángeles, C. B., de Pablo Llorente, V., Dobson, H., & Heyman, J. (2024). D5.2 National overviews on sustaining institutional publishing in Europe . Zenodo. https://doi.org/10.5281/zenodo.13683953 Verdicchio, D., Kissling-Näf, I. (2020). Digitale Transformation und Open Access von Forschungsresultaten in der Schweiz. In J. Schellinger, K. Tokarski, & I. Kissling-Näf (Eds.), Digitale Transformation und Unternehmensführung (pp. 11–27). Springer. https://doi.org/10.1007/978-3-658-26960-9_2...
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Open Access in Gender Studies
What is Open Access? Find an introduction here. Source: based on Brinken, H. (2021). 10 Gründe für Open Access. Zenodo. https://doi.org/10.5281/zenodo.4643859 ( CC BY 4.0 International ) Open Access: Pros and Cons Find arguments and reservations here. Open Access Publishing and Self-Archiving Find out about how to publish and self-archive Open Access. Video on the Funding of Open Access Articles Source: Becklas Dorow, C., Hauss, J. (2026). Funding Open Access Articles – What Are the Options?. Technische Informationsbibliothek (TIB), open-access.network. https://doi.org/10.5446/73596 ( CC BY 3.0 DE ) Open Access in Gender Studies Gender studies is a field of knowledge that is strongly characterised by inter- or transdisciplinary work methods and in which a variety of disciplinary approaches can be found. In many cases, the publishing practices and venues of gender researchers depend on the specialist disciplines involved and are correspondingly heterogeneous. However, there are also several publications with a decidedly inter- or transdisciplinary focus. For the most part, gender researchers publish their works in journals, edited volumes, and monographs. In addition, handbooks, science blogs, and various other transfer formats are widespread. Preprints , by contrast, play hardly any role at all. Opportunities for Gender Studies Open access publishing offers enormous opportunities, especially for gender studies. Because of political reservations with regard to gender studies, and the ambiguous location of the field between the disciplines, its results are subjected to reception barriers. The potentially greater visibility and the direct access to full texts enables open access publications to overcome these barriers and thus demonstrate their quality. The opportunities offered by electronic publishing, and especially by open access , are now widely acknowledged in gender studies. There are now several open access publications In German-language gender studies, in particular journals and science blogs. There has also been a gradual increase in the number of publications in the area of open access books . Internationally, two developments can be distinguished: On the one hand, relevant, mainly English-language publications on gender studies are being published with large commercial publishers, which, to date, unfortunately offer only hybrid open access options against payment of publication charges . On the other hand, there are a growing number of open access publications in the non-English-speaking world that use no-fee and scholar-led open access models, thereby making an important contribution to bibliodiversity . Activities of the German Gender Studies Association The German Gender Studies Association (Fachgesellschaft Geschlechterstudien) actively supports open access publishing. As one of the four editors of the Open Gender Journal , and as the provider of the Open Gender Platform , the association has anchored open access as an important field of activity in its task spectrum. In addition, within the association, the working group Open Digital Gender connects existing initiatives and engages with current developments in the areas of open access and open science. Open Access Journals As of August 2024, the Directory of Open Access Journals (DOAJ) listed 159 entries under the keyword gender . Only 34 of the journals listed in the DOAJ levy article processing charges ( APCs ). In Germany, the following open access journals and working paper series are published in the area of gender studies: Open Gender Journal DOAJ querelles-net (since 2020 a section of the Open Gender Journal) GENDER FORUM – An Internet Journal for Gender Studies DOAJ IZGOnZeit gender[ed]thoughts FKW // Zeitschrift für Geschlechterforschung und visuelle Kultur Since 2020, the review journal querelles-net , one of the pioneers of the open access movement in German-speaking gender studies, has been integrated as a section in the Open Gender Journal . The aforementioned journals are not only accessible free of charge, they also fulfil the requirements for open access publications by using open licences . What are Open Access Journals? Find an introduction here. Practical Tip Publishing Open Access: How to evaluate a journal's quality open-access.network (2026) ( CC BY 4.0 International ) Open Access Handbooks The handbook “Politik und Geschlecht” [Politics and Gender] (edited by Christine M. Klapeer, Johanna Leinius, Franziska Martinsen, Heike Mauer, and Inga Nüthen), the first edition of which was published in 2017, is an open access introductory work to gender studies that is continuously supplemented and updated. This “living encyclopaedia” was created within the framework of the BMBF-funded project OAPEnz as a collaboration between ZB MED – Information Centre for Life Sciences and the publisher Barbara Budrich . Open Access Science Blogs In addition to classical scholarly journals, there are also several open access gender studies science blogs. The posts in the blog interdisziplinäre geschlechterforschung , an interdisciplinary gender studies blog published by the Koordinations- und Forschungsstelle Netzwerk Frauen- und Geschlechterforschung NRW ( Coordination and Research Office of the Women’s and Gender Research Network of the state of North Rhine-Westphalia ), are preserved long-term in the repository of the Library of the University of Duisburg-Essen . The Genderblog of the Center for Transdisciplinary Gender Studies at Humboldt-Universität zu Berlin focuses on the publication of findings, projects, and debates from gender studies research and teaching at the university. Open Educational Resources In the area of Open Educational Resources (OER), the OER “ Was ist Gender? ” [What is gender?] provides an introduction to the topic. The portal Gendering MINT digital makes reusable teaching modules from the area of research and teaching “Gender & STEM” available as OER. The Toolbox Gender und Diversity in der Lehre offers materials for designing discrimination-critical university teaching. All offerings are available under an open licence. What are Repositories? Find an introduction here. Legal Aspects Find legal information on Open Access here. Video über das Zeitveröffentlichungsrecht Quelle: Brehm, E. (2021). Zweitveröffentlichungsrecht für Wissenschaftler*innen, open-access.network. https://doi.org/10.5446/51789 ( CC BY 3.0 DE ) Disciplinary Repositories With GenderOpen , which was established in 2018, gender studies has a disciplinary open access repository that ensures the long-term availability of publications under open access conditions. The repository also informs authors about their rights in the areas of self-archiving and the secondary publication right ( Zweitveröffentlichungsrecht ), thereby creating an awareness of the possibilities granted to them under German copyright law. In many cases, targeted collaborations with relevant scholarly publishers enable the self-archiving of the original publisher’s version and the corresponding metadata after expiry of an embargo period . Furthermore, there are collaborations between the GenderOpen repository and the publishers Barbara Budrich and De Gruyter , on the basis of which the original publisher’s version of electronic full texts of articles from certain journals and the corresponding metadata may be made freely available after the expiry of an embargo period. Authors have the possibility of deciding at the time of publication that their contributions are to be made available under a Creative Commons (CC) licence after this embargo period. GenderOpen then releases the contributions automatically. This applies to the following journals: FZG – Freiburger Zeitschrift für GeschlechterStudien (embargo: 24 months) FEMINA POLITICA – Zeitschrift für feministische Politikwissenschaft (embargo: 36 months) Feministische Studien (embargo: 24 months) The GenderOpen keyword index, Schlagwortindex GenderOpen , is a controlled vocabulary for the substantive description of gender studies publications. Developed within the framework of GenderOpen, it is also used by several journals, the Digital German Women’s Archive ( Digitales Deutsches Frauenarchiv , DDF), and the Gutachter*innen-Datenbank , a reviewers database. In 2019, GenderOpen received the DINI Certificate for Open Access Publication Services. An overview of relevant repositories is also provided by the Open Directory of Open Access Repositories (OpenDOAR) . The online archives JSTOR and Project MUSE now also provide open access content relevant to gender studies. Other Offerings Open access in German-language gender studies has been decisively advanced by individual projects. A groundbreaking role in this regard was played by the project Geschlechterforschung und Open Access. Ein Publikationsmodell für ein inter-/transdisziplinäres Forschungsfeld (Gender Studies and Open Access. A Publication Model for an Inter-/Transdisciplinary Research Field), which was funded by the German Research Foundation (DFG) and conducted at the Freie Universität Berlin (2011–2012). The project analysed the opportunities and challenges for open access publications in gender studies and showed that all the necessary technical and legal possibilities for implementing quality-assured open access publications exist. However, open access publications and electronic publication processes entail additional challenges, for example, clear divisions of roles, clarification of rights, and adaptation to transdisciplinary and cross-national standards. Another open access offering is the Open Gender Platform , which was developed and built at the Freie Universität Berlin‘s Margherita von Brentano Center within the framework of a project (June 2018–September 2020) funded by the German Federal Ministry of Education and Research. The project developed sustainable approaches for editorial workflows, business models, and quality assurance procedures and made them available to the entire field of gender studies for reuse. Deliverables included a reviewers database ( Gutachter*innen-Datenbank ) – that is, a directory of experts who have declared their willingness to act as reviewers for open access journals and books in Germany. Furthermore, there are collaborations between the GenderOpen repository and the publishers Barbara Budrich and De Gruyter , on the basis of which the original publisher’s version of electronic full texts of articles from certain journals and the corresponding metadata may be made freely available after the expiry of an embargo period. Authors have the possibility of deciding at the time of publication that their contributions are to be made available under a Creative Commons (CC) licence after this embargo period. GenderOpen then releases the contributions automatically. This applies to the following journals: GENDER – Journal for Gender, Culture and Society (24-month embargo) FZG – Freiburger Zeitschrift für GeschlchterStudien (24-month embargo) FEMINA POLITICA – Zeitschrift für feministische Politikwissenschaft (36-month embargo) Feministische Studien (24-month embargo) The online archives JSTOR and Project MUSE now also provide open access content relevant to gender studies. Practical Tip Open-Access-Literatur finden Open Access Helpdesk You are welcome to contact our Helpdesk of you have any questions about Open Access. oa.finder The oa.finder shows you from tens of thousands of journals which are Gold Open Access, whether they charge APCs and how high these are. You can also view the funding modalities of your own institution. open-access.network ( CC BY 4.0 International ) Open Science in Gender Studies The topic of open research data is being taken up only hesitantly in gender studies. According to a needs analysis on research data infrastructure in gender studies , only a few researchers have experience of the reuse of research data. The difficulties in disciplinarily classifying gender studies repeat themselves also in relation to open research data. To date, there are no explicitly designated research repositories for gender studies. Even when metadata have been properly recorded, a search always requires the use of various search strategies with different storage locations, keywords, and disciplines. However, whether an independent storage location for open research data is called for in an inter- and transdisciplinary field such as gender studies, in which researchers work with diverse types of data, has not yet been conclusively settled. Content editor of this page: Kathrin Ganz , Special Information Service Gender Studies (FID Gender) (Last updated: August 2024)....
