The Open Scholarship Initiative
Working together in partnership with UNESCO to improve the future of open

Outreach materials

These resources provide a foundational resource for outreach and education work on open. For more detail, also review the suggested reading section:

  • BOAI: Often cited as the birthplace of the modern open access movement, the Budapest Open Access Initiative created the foundational document for defining what “open access” should mean.
  • Foundations for Open Scholarship Strategy Development: Exactly what is open scholarship, how do we get there in broad terms, and what are some of the short-term, mid-term, and long-term strategies can we employ to get there? Jon Tenant’s work is the most robust and detailed look at these questions to-date.
  • Good practices for university open-access policies: A primer for how to create institutional OA reform, produced by Harvard’s Berkman-Klein Center for Internet & Society and last updated September 2017.
  • How Open Is It?: A handy graphic from SPARC that identifies the various stages of open between closed and open access.
  • LIS Scholarship Archive: LISSA is a free, open repository for library and information science, containing many free-to-reuse presentations on scholarly publishing, scholarly communication, and open access.
  • Open & Shut?: Richard Poynder’s open access blog is must reading for anyone trying to stay up-to-date on what’s happening in the world of OA.
  • Open Access Directory (OAD): This directory is dated in places but still a remarkably ambitious attempt to catalog a global who’s-who in the open world.
  • Open access overview: First written by Peter Suber in 2004 (and last updated in 2015), this one page primer on OA might be the most widely viewed resource page ever on open definitions.
  • OSI2016 “What Is Open?” Workgroup Report: What do we mean by “open”? This report from OSI’s 2016 conference outlines the foundational concept of OSI—that open exists along a spectrum and that many organizations are working toward the same goals but in different ways.
  • Research Data Curation Bibliography: includes over 750 English-language articles, books, and technical reports that are useful in understanding the curation of digital research data (including research data creation, acquisition, metadata, provenance, repositories, management, policies, support services, funding agency requirements, peer review, publication, citation, sharing, reuse, and preservation).
  • Science & Engineering Indicators: This annual report from the US National Science Foundation provides one of the most comprehensive overviews of the global state of science research (including data on research publishing).
  • STM Report: This annual STM report is published by the International STM Association is the single best overview of scholarly publishing and trends.
  • The Scholarly Kitchen (TSK): Published by the Society for Scholarly Publishing (SSP), TSK is a leading source of news and information on scholarly publishing.
  • Think-Check-Submit: An easy-to-use, easy-to-promote tool for combating the spread of deceptive publishing—even a downloadable poster you can use!
  • WAME standards: The World Association of Medical Editors, in collaboration with several other prominent groups (COPE, DOAJ and OASPA), issued new guidelines in early 2018 on sound principles of transparency and best practice in scholarly publishing.