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01. About the toolkit
The Toolkit for Small and Scholar-Led Open Access Publishers is a resource to help relevant publishers wanting to set up a press or publishers wanting to improve the way they operate. It is published and maintained by the Open Book Collective and was launched ...
02. Key resources and sources
There are number of existing resources that provide insights about how to start and/or run an Open Access publisher, covering different areas of the publishing workflow. As part of our own aim is to provide a 'guide of guides', these resources are summarised b...
03. Starting a new publisher
Getting going as a new small or academic-led Open Access publisher
04. Brand building and reputation
Connecting with your communities and gaining trust
05. Organisation type
Choosing a structure in line with the values of the press and limiting liability
06. Governance and accountability
Creating the accountability structures needed to underpin an Open Access publisher
07. Revenue models
Considering the different methods for generating revenue as an Open Access publisher
08. Copyright and licensing
Deciding on which license to use and issues to consider when using third-party content
10. Production
Managing the book production process, all the way from submisson to publication
11. Metadata management
Strategies for managing core information about your books and authors
12. Dissemination and discoverability
Ensuring digital and print versions of books can be found and reach as wide an audience as possible
09. Editorial
Managing the production of high quality, potentially peer reviewed, Open Access academic books
13. Archiving and Preservation
How to ensure the publisher's content is available in the long term and accessible even in cases of local storage issues.
14. Marketing
Developing a marketing strategy to effectively promote publications and enhance their impact in the scholarly landscape.
Five revenue models
Five different ways to generate income to support Open Access publishing, potentially to be partially or wholly combined in a mixed revenue model
Radical Open Access Collective
https://radicaloa.disruptivemedia.org.uk/resources/ The Radical Open Access Collective is a community of scholar-led, not-for-profit presses, journals and other Open Access projects. The website of the collective contains information and resources on funding ...
Introduction: A guide of guides
Recent years have seen something of a flourishing Open Access presses, often being set up to serve a particular scholarly community. Within the Open Book Collective, which has produced this toolkit as part of the COPIM project, we would like to see many more s...
Acknowledgements
The development of this guide was led by Izabella Penier and Joe Deville, with additional input from Francesca Corazza, Judith Fathallah, Miranda Barnes and Livy Snyder. The Toolkit uses Bookstack for its structure. Bookstack is Open Source software, in line ...
License
This toolkit is licensed under a Creative Commons Attribution 4.0 International license (CC BY 4.0). Bookstack, the platform used to run the Toolkit, is used under an MIT license.
Cookbook for Open Access Books
Nordhoff, Sebastian (2018). Cookbook for Open Access Books. Berlin: Language Science Press. http://doi.org/10.5281/zenodo.1286925 Short title : Cookbook Nordhoff, Sebastian (2018). Language Science Press Business Model. Berlin: Language Science Press. h...
New University Press Toolkit
Jisc (2021). New University Press Toolkit. https://www.jisc.ac.uk/guides/new-university-press-toolkit Short title: NUP Toolkit This toolkit provides guidance for running New University Presses with a special focus on launching a press, but it is also us...
Revenue Models for Open Access Monographs
Izabella Penier, Martin Eve and Tom Grady (2020). COPIM: Revenue Models for Open Access Monographs. https://doi.org/10.5281/zenodo.4455511 Short title: COPIM Revenue Models Report COPIM’s report on revenue models provides smaller/scholar-led publishers ...
Business Models for Open Access Books
Lucy Barnes and François van Schalkwyk (2022). Business Models for Open Access Books. https://oabooksbusinessmodels.pubpub.org Short title: Business Models for OA Books Business Models for OA Books is a second key resource on business models, and provid...
Governing Scholar-Led OA Book Publishers
Judith Fathallah (2023). Governing Scholar-Led OA Book Publishers: Values, Practices, Barriers. Community-Led Open Publication Infrastructures for Monographs. COPIM. https://doi.org/10.21428/785a6451.e6fcb523 Short title: Governing Scholar-Led OA Book Publ...
Jisc Interviews
Janneke Adema (2017). Interview transcriptions: Changing Publishing Ecologies. A Landscape Study of New University Presses and Academic-led Publishing. https://repository.jisc.ac.uk/6652/ Short title: Jisc Interviews This is a key source for this Toolki...
OAPEN Toolkit
OAPEN (2023). OA Books Toolkit. https://oabooks-toolkit.org/ Short title: OAPEN Toolkit This toolkit is aimed at authors more than publishers but nonetheless constitutes an important resource for publishers, including issues such as dispelling myths abou...
Key issues
Among all the pressing demands associated with getting a new publisher going, a fully developed launch strategy may sometimes not be a top priority. However, if time allows, a fully thought through approach to getting up and running and presenting the work of ...
Case studies
Ubiquity Press, an academic-led press and a publishing platform was launched in 2008 to support one small society-owned journal which could not find a sustainable provider to go online and flip to Open Access. Initially, they were focused on journals and u...
Questions to guide good practice
Have you identified an unmet need, a niche in a publishing environment that your press may fill? Are you participating in a project or community that has content, or could produce content, that could benefit from wider circulation? How does the 'start...
Resources
NUP Toolkit, Setting up a press Cookbook, Chapter 5 Business Models for OA Books
Key issues
Many smaller or scholar-led publishers may have mixed feelings about engaging with questions of branding – in many ways, it may feel incompatible with scholarly ideals. Nonetheless, for these publishers, establishing a presence amongst the audiences and commun...
Case studies
Language Science Press undertook a direct outreach campaign, as a way of generating support for the press. As Nordoff describes: “[o]ne of the current press directors (Stefan Müller) started emailing over 100 prominent linguists and asked them for their pr...
Questions to guide good practice
What makes your press distinctive? Does your branding express your values and/or the interests of your target audience? Have you considered whether using unconventional or experimental approaches to publishing might help communicate the distinctiveness ...
Resources
NUP Toolkit, Attracting authors to your press Cookbook, Chapter 3.13 OAPEN Toolkit, Common myths about open access
Key issues
Having a legal form is not always necessary from day one – for example, punctum books grew organically and only started to consider issues such as governance or legal form once its brand became established. However, for many presses becoming legally establishe...
Case studies
Mattering Press: In the UK, Mattering Press chose to become a Charitable Incorporated Organisation (CIO). This was in part because becoming a charity was in line with the press’ values. But the particular appeal of the model was that it combined being a non-...