Dictionary domainTrack E
Knowledge equity, diversity, global-south inclusion
Diamond OA, APC waivers, Plan S, bibliodiversity.
For implementers
Operational deployment checklist for Knowledge equity, diversity, global-south inclusion: prerequisites, five deploy steps, integration notes for Pure, Symplectic Elements, Worktribe, DSpace, and more, plus the pitfalls that recur in the field.
Terms in this domain
42 terms
OA monitoring
The systematic measurement and reporting of open-access publication uptake, compliance with OA policies, and progression toward open scholarship goals at institutional, funder or national level.
Knowledge equity index
A composite measure or framework that quantifies how equitably knowledge production, dissemination and access are distributed across geographies, languages, disciplines, demographics or career stages.
Principles of Open Scholarly Infrastructure (POSI)
A set of principles published in 2015 (updated 2020) by Bilder, Lin and Neylon defining the governance, sustainability and insurance characteristics that scholarly infrastructure should have to be considered open and community-controlled.
Open infrastructure (POSI principles)
Scholarly infrastructure that is community-governed, financially sustainable, and operationally transparent, in alignment with the Principles of Open Scholarly Infrastructure (POSI).
Institutional waiver programme
A structured arrangement by a publisher or institution that grants reductions or full waivers of article-processing or publication charges to authors who would otherwise face financial barriers to open-access publication.
Author fee equity
The principle that author-side publication charges (APCs, page charges, submission fees) should not act as a barrier to publication, with equitable access ensured through waivers, transformative agreements, diamond OA alternatives or funder support.
Predatory journal
A journal that solicits and accepts manuscripts in exchange for fees without providing the editorial and peer-review services normally expected of a legitimate scholarly venue, often through deceptive marketing.
Multilingual scholarship
Scholarly communication that recognises, supports and produces research outputs in multiple languages, in contrast to English-only norms that dominate international academic publishing.
Geographic editorial diversity
The presence on a journal's editorial board, reviewer pool and authorship of researchers from a wide range of countries, regions and institutional types, especially including the Global South.
Equitable peer review
Peer-review practice that actively addresses structural inequities in reviewer recruitment, manuscript handling, language fairness and decision-making, to ensure that authors from under-represented regions, languages and demographics receive fair evaluation.
Global-South publishing
Scholarly publishing originating from, owned by or serving researchers and communities in Africa, Latin America, the Caribbean, Asia, the Pacific and other regions historically marginalised by Northern publishing infrastructures.
Plataforma S
An Iberoamerican open-science platform initiative aligning regional scholarly publishing infrastructures (Redalyc, AmeliCA, SciELO, Latindex) toward shared standards for diamond OA, multilingualism and data interoperability.
AfricArXiv
A community-led preprint repository for African researchers, established in 2018, providing a publishing venue for African scholarship in multiple African languages alongside English and French.
African Open Science Platform (concept)
A continental initiative coordinated by the African Academy of Sciences, NRF South Africa and partners, working to develop open-science infrastructure, policies and capacity across African research institutions.
AmeliCA (concept)
Open Knowledge for Latin America and the Global South, a multi-institutional initiative launched in 2018 that develops infrastructure, policies and advocacy for non-commercial, community-led open-access scholarly communication.
SciELO (concept)
Scientific Electronic Library Online, an open-access publishing model and bibliographic database founded in Brazil in 1997, now a network of country collections across Latin America, the Caribbean, South Africa and beyond.
Redalyc (concept)
A non-profit scientific information system, founded in 2003 at UAEM Mexico, that hosts and disseminates peer-reviewed open-access journals from Iberoamerica and beyond.
Latindex (concept)
A regional online information system for scientific journals from Latin America, the Caribbean, Spain and Portugal, established in 1997 and coordinated from UNAM, Mexico.
Bibliodiversity (DOAJ/AmeliCA/Redalyc)
The principle that the global scholarly publishing ecosystem should support a plurality of languages, disciplines, geographies, business models and editorial communities, as articulated by initiatives such as DOAJ, AmeliCA, Redalyc and the Jussieu Call.
Pure publish agreement
A contract between an institution or consortium and a publisher that covers only the open-access publication of the institution's authors, without bundled subscription reading access.
Pure read agreement
A traditional subscription contract giving an institution access to read a publisher's content, with no open-access publishing component, in contrast to a transformative or pure publish agreement.
Transformative agreement (TA)
A time-limited contract between an institution or consortium and a publisher designed to shift the financial flow from subscription-based payment for access to payment for open-access publication, with the intent of converting subscription journals to fully OA.
Read-and-Publish agreement
An agreement between an institution or consortium and a publisher that bundles the costs of reading subscription content with the costs of open-access publishing by the institution's authors in the publisher's journals into a single negotiated price.
Subscribe-to-Open (S2O)
A business model in which a journal flips to open access for a given year if enough institutional subscribers renew their subscriptions, with the same subscription price funding open publication instead of access control.
Diamond open access
A publication model in which scholarly content is freely available to read with no charges to either readers or authors, typically supported by institutional, scholarly-society or public funding.
Plan U (Preprint)
A 2019 proposal that funders mandate deposit of preprints in approved preprint servers as a route to immediate open access, complementing Plan S.
cOAlition S
An international consortium of research funders, launched in 2018 by Science Europe, that collectively implements Plan S and advocates for full and immediate open access to research publications.
Plan S
An open-access publishing policy launched in September 2018 by cOAlition S requiring that, from January 2021, scholarly publications resulting from research funded by member organisations be made openly available immediately upon publication under an open licence.
Submission fee
Charge levied on author(s) upon submission of a manuscript to a journal, sometimes referred to as administrative or handling charges.
Pure gold journal
A scholarly journal that makes its articles immediately available online to the reader without financial, legal, or technical barriers other than those inseparable from gaining access to the internet itself.
Page charge
One of a number of supplementary charges imposed by some journals to cover the cost of publishing, and charged in addition to article processing charges (APCs).
Open access
Making peer reviewed scholarly content freely available via the Internet.
Open access mandate
A policy requiring publication of research in an open access format.
Open access journal
A journal that makes its articles immediately available online to the reader without financial, legal, or technical barriers other than those inseparable from gaining access to the internet itself. All the articles in the journal are available open access.
Hybrid journal
A subscription journal in which some of the articles are open access at point of publication. This status typically requires the payment of a specific publication fee (also called an article processing charge or APC) to the publisher.
Green open access
A type of open access where a version of a publication is freely available via an institutional or subject repository, or other web-accessible digital archive, that is compliant with the Open Archives Initiative Protocol for Metadata Harvesting (OAI-PMH).
Gold open access
The publisher version of a publication is immediately and permanently freely available for anyone with internet access to read or download from the publisher site at the point of publication.
Free to read
Access, use, modify and re-use the content online. The adjective “free” is commonly used in one of two meanings: “for zero price” or “with little or no restriction”. Users can potentially do two kinds of things: (1) access and use it and (2) modify and re-use it.
Fee waiver
Full or partial waiver for article processing charges (APCs) offered by some publishers to authors based in selected developing countries or low-income economies.
Closed access
Restricting access to Internet content via a paid subscription; is often called a paywall.
Article publication charge
Charge levied by a publisher to an author (or their funder or institution) to publish an article. Such charges may include but are not limited to: APCs; page charges; publishing charges or fees; submission charges; colour charges.
Article processing charge
Fee paid to journals to publish an article as open access.
