Katana VentraIP

Plan S

Plan S is an initiative for open-access science publishing launched in 2018[1][2] by "cOAlition S",[3] a consortium of national research agencies and funders from twelve European countries. The plan requires scientists and researchers who benefit from state-funded research organisations and institutions to publish their work in open repositories or in journals that are available to all by 2021.[4] The "S" stands for "shock".[5]

For the sabotage campaign by Irish republicans, see S-Plan.

Per 2017 figures, the mandate of Plan S will cover about 6% of worldwide research articles, including about one third of articles in Nature and Science. Major publishers have been planning to accommodate this mandate by offering (or allowing) open access options to authors.[6]

All scholarly content must be immediately accessible upon publication without any delay and free to read and download, without any kind of technical or other form of obstacles.

Content needs to be published under CC BY, CC BY-SA or CC0.

The journal/platform must implement and document a solid review system according to the standards within the discipline, and according to the standards of the (COPE).

Committee on Publication Ethics

The journal/platform must be listed in the (DOAJ) or be in the state of being registered.

Directory of Open Access Journals

Automatic waivers for authors from low-income countries and discounts for authors from middle-income countries must be provided.

article processing charge

Details about publishing costs (including direct costs, indirect costs and potential surplus) impacting the publication fees must be made transparent and be openly available on the journal website/publishing platform.

must be used as permanent identifiers.

DOIs

Long-term digital preservation strategy by deposition of content in an archiving programme such as /CLOCKSS.

LOCKSS

Accessibility of the full text in a machine readable format (e.g. / JATS) to foster Text and Data Mining (TDM).

XML

Link to raw data and code in external repositories.

Provide high quality and machine readable article level metadata and cited references under a CC0 public domain dedication.

Embed machine readable information on the open access status and the license of the article.

France: ;

Agence nationale de la recherche

Ireland: ;

Science Foundation Ireland

Italy: ;

Istituto Nazionale di Fisica Nucleare

: Québec Research Funds;[22]

Canada

Sweden: ;Swedish Research Council for Health, Working Life and Welfare (Forte);[19] Vinnova.[25]

Swedish Research Council for Sustainable Development (Formas)

United Kingdom: ; Wellcome Trust[30]

United Kingdom Research and Innovation

: National Science and Technology Council (NSTC)[37]

Zambia

(AAS)[51]

African Academy of Sciences

(ALLEA)[52]

All European Academies

Chinese [53][54]

Ministry of Science and Technology

Confederation of Open Access Repositories[56]

[55]

and the Australasian Open Access Strategy Group[57]

Council of Australian University Librarians

DARIAH-EU

[58]

[59]

Deutsche Forschungsgemeinschaft

EU-Life

[60]

[61]

Eurodoc

(EMBO)[62]

European Molecular Biology Organization

[63]

European University Association

[64]

Faculty of 1000

Fair Open Access Alliance Further detailed recommendations for the implementation of Plan S were published on 19 October 2018 by the board of the FOAA.[66]

[65]

(FCT)[67]

Portuguese Foundation for Science and Technology

Joint statement of 113 institutions from 37 nations and 5 continents, affirming that there is a strong alignment among the approaches taken by OA2020, Plan S, the Jussieu Call for Open science and bibliodiversity, and others to facilitate a full transition to immediate open access[69]

[68]

(LERU)[70]

League of European Research Universities

(LIBER)[71]

Ligue des Bibliothèques Européennes de Recherche

[61]

Marie Curie Alumni Association

(NIHR)[72]

National Institute for Health Research

[53]

National Natural Science Foundation of China

National Science and Technology Library (NSTL), China

[53]

National Science Library (NSL), China

[53]

Netherlands Organisation for Health Research and Development (ZonMw)

[73]

(OASPA)[74]

Open Access Scholarly Publishers Association

[75]

OpenAIRE

[76]

SPARC Europe

[77]

Swedish Research Council

[78][61]

Young Academy of Europe

(YERUN)[79]

Young European Research Universities Network

Digital Research Infrastructure for the Arts and Humanities (DARIAH) endorsed on 25 October 2018 the main ambitions set out by the Plan S, namely the elimination of , copyright retention, and the rejection of hybrid models of open access publishing.[58] DARIAH published recommendations[80] for the practical implementation of the principles of the Plan S. DARIAH perceived a strong bias toward the STEM perspective within the current principles of Plan S, and called for a broader range of publication funding mechanisms to better cover the situation for researchers in the arts and humanities. DARIAH was established as a European Research Infrastructure Consortium (ERIC) in August 2014 and as of 1 January 2019 had 17 member countries and several cooperating partners in eight non-member countries.[81]

paywalls

(EUA) published on 7 September 2018 a statement in which it generally welcomed the Plan's ambitions to turn open access into reality by 2020, but stated that, while the plan developed a bold vision for the transition, it hinged on turning principles into practice.[82]

European University Association

OA2020 Mainland China signatory libraries held a meeting on 26 March 2019 at the National Science Library, Chinese Academy of Sciences in Beijing at which they clarified their position with regard to Plan S.

[83]

Open science

Project DEAL

Couperin

Richard Van Noorden (16 July 2020), , Nature.com, doi:10.1038/d41586-020-02134-6, PMID 32678332, S2CID 220610171

"Open-access Plan S to allow publishing in any journal"

Caroline Winter (9 November 2018), , Open Scholarship Policy Observatory

"Plan S and cOAlition S"

Official website

(PDF). 23 November 2018. 271118.

"Guidance on the Implementation of Plan S"

Open Access Tracking Project (OATP)

"Articles tagged with oa.plan_s for the Open Access Tracking Project"

(pdf). Slides by Robert-Jan Smits (2019).

Plan S: Making Open Access a Reality by 2020

on YouTube

Smits, Robert-Jan. (2018) Plan S: Making Open Access a Reality by 2020. Vienna: COASP

(PDF).

"Letter by Swedish Riksbankens Jubileumsfond to withdraw support for Plan S"