OA2020倡议国际观测与政策建议

Tracking Study and Policy Recommendations of OA2020 Initiative

[目的/意义]为我国进一步推动落实已签署的OA2020倡议提供参考建议。[方法/过程]通过网络调查跟踪观测全球主要科技国家教育机构、研究机构、资助机构、图书馆和国际组织实施大规模学术期刊开放出版转换的行动,并梳理归纳国际主要出版商对转换所持的不同态度和行动,分析总结上述学术出版参与主体在转换中存在的问题和挑战,提出可能的应对策略。[结果/结论]通过分析,从承认国家差异性、转变图书馆角色、与出版商协商合作、解决开放出版目前问题、正视扣减和抵消制度不足5个方面提出进一步深化开放获取发展,实现OA2020倡议的可行性建议。

[Purpose/significance] This paper aims to provide suggestions and references for promoting and implementing the OA2020 Initiative in China.[Method/process] By methods of network investigation, this paper tracks some universities, research institutions, funding agencies, libraries in technology-developed countries and international organizations which have taken steps on the large-scale implementation of open access to scholarly journals, generalizes the different attitudes and actions of major international publishers, sorts out the possible problems and challenges in the transition process and propose possible strategies.[Result/conclusion] Based on analysis of the research results, this paper puts forward feasible suggestions for promoting the further development of open access from the following five aspects:acknowledging the national differences, transiting the roles of libraries, cooperating with publishers, solving the existing problems of open publishing, and facing shortcomings of the offsetting mode and flipping mode.