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OAPEN Open Access Books Toolkit

Uploaded by RRI Tools on 01 October 2020

The idea for this toolkit originated from a workshop session organised by Springer Nature and the University of Glasgow as part of the Researcher to Reader Conference in 2019. From there on, the idea of an open access books toolkit was further developed through a series of workshops for authors hosted at the universities of Oxford, Glasgow and Utrecht in collaboration with OAPEN and Springer Nature. Further involvement by Research Consulting has been instrumental in shaping the concept for the toolkit. The first version of the OAPEN Open Access Books Toolkit was made public on September 30th, 2020.

The OAPEN Open Access Books Toolkit is governed by a global team of stakeholders representing the research community, publishers, open access organisations, funders and research support. To enable continuous updates and credibility, the toolkit is governed by an Editorial Advisory Board and chaired by OAPEN. The board provides editorial support, which includes identifying new resources, suggesting changes and maintaining regular update cycles.

For more info see herehere 

A free-to-access toolkit that aims to help academic book authors to better understand open access book publishing, and to promote and increase trust in open access books. It may also be of use to stakeholders including publishers, universities, research funders and research institutions. 

The OAPEN open access books toolkit offers a coherent set of more than 30 individual articles addressing various topics related to open access books such as:

  • What is open access?
  • Common misconceptions about open access
  • Copyright and licensing
  • Funding
  • Quality assurance
  • Publishing options
  • Discoverability & impact

The OAPEN Open Access Books Toolkit covers specific topics related to open access books. Each article offers a quick and brief introduction to a particular aspect of open access book publishing. The toolkit also serves as a signposting tool: articles include a list of sources referenced, further reading and links to definitions of key terms.

How to browse the toolkit

The OAPEN Open Access Books Toolkit covers over 30 individual articles on specific topics related to open access books. Users can navigate direct and find the articles relevant for them via one of several navigation approaches. The following navigation options provide you with a wide variety of entry points into the toolkit to help you find answers to specific questions and browse through articles that may be of interest to you:

Research Life Cycle - The toolkit makes use of a typical research lifecycle, consisting of the following eight stages. Click on each stage to find related articles.

  1. Planning and funding
  2. Conducting research
  3. Considering publishing options
  4. Writing & submitting manuscript
  5. Peer review
  6. Book contract and licensing
  7. Book is published and disseminated
  8. Research is reused


Glossary - The glossary provides explanations for key terms. It can also be used as a navigation tool; clicking on a glossary term allows you to access a list of articles that include the particular glossary term.

Keywords - The keyword index includes a large set of keywords that have been assigned to specific toolkit articles. Clicking on a particular keyword draws up a list of articles that are linked with the specific keyword.

Frequently asked questions - Frequently asked questions (FAQs) are answered throughout this resource. By selecting a frequently asked question on the FAQs page, you can find a short answer as well as navigate direct to articles that provide a more extensive answer to this question.


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