Open access, open infrastructures, and their funding: Learning from histories to more effectively enhance diamond OA ecologies for books

The decade since the “Bottlenecks in the Open Access System” special issue of JLSC in 2014 has been an expansive one for open access (OA) and OA books in particular. The creation of a scholarly publishing ecosystem that enables works to be freely accessible for readers has been successful in many ways. However, the underlying politics and economics of OA scholarly publishing often remain opaque or under-interrogated (Lawson et al., 2015). The problems with journal OA funding, specifically regarding inequality of access to publishing, discussed by Bonaccorso et al. (2014) in their contribution to that issue, have also increased and become entrenched as we discuss below. This entrenchment has been largely via the growth and consolidation of gold OA, “transformative” agreements, and read-and-publish journal deals, which have effectively, and unnecessarily, commodified OA publications. We would argue that this is in direct tension with some of the foundations of contemporary OA. OA was explicitly described from early principles as not a business model and as aiming to reduce financial barriers from authors, libraries, and other groups (Suber, 2024). We would like to note that, while the main focus of this paper is books, we begin with a discussion of journals. This is because we are focusing on the history, development, and critiques of OA fundings in the intervening ten years following the “Bottlenecks” special issue. OA journal publishing has been at the forefront of discussions of OA funding, and it has dominated the last decade, and more, of this discussion; it would therefore be remiss of us not to discuss this history, the resulting current landscape of inequity, and the potential ramifications if this were to be transferred to OA books, a more nascent field in general.