摘要：

【目的】 法国EDP Sciences出版社(以下简称“EDP”)于2020年开始试点“为开放而订阅”(S2O)模型。系统探究该模型的实施过程和结果,为学术期刊进行开放获取转型提供思路和案例参考。【方法】 通过文献调研法、网络调研法及数据统计分析法详细分析S2O模型的背景、转换时间轴、出版成本、订阅收入等。【结果】 S2O计划得到法国工业与应用数学学会、英国联合信息系统委员会、Knowledge Unlatched及法国国家开放科学基金会等机构和基金的资助和支持。EDP发布的财务报告显示,6种S2O期刊中,3种期刊的2022年订阅收入超越2020年,3种期刊基本保持稳定,2021年、2022年参与计划的6种期刊均成功完成开放获取转型。【结论】 S2O作为一种具备替代性和革命性的钻石开放获取模型,已被全球学术出版界认可,越来越多的期刊和出版商采用该模型。我国目前的学术出版也朝开放获取发展,并且已经形成一些规模尚可的期刊集群。这些有出版话语权的刊群在充分调研订阅用户意愿的前提下,可以积极借鉴EDP的试点经验,尝试用S2O模型替代论文处理费,减轻作者经济负担。

关键词: EDP Sciences, S2O模型, 钻石开放获取, Annual Reviews, 期刊透明度报告

Abstract:

[Purposes] The EDP Sciences in France has been piloting the Subscribe to Open (S2O) model since 2020. This article systematically explores the implementation process and results of the S2O model, aiming to provide ideas and case references for the open access transformation of academic journals. [Methods] We employed literature research, online survey, and statistical analysis to analyze the background, timeline, publishing cost, subscription revenue, and other aspects of the S2O model in detail. [Findings] The S2O program receives funding and support from institutions and funds such as the French Society for Mathematical Applications and Industry, the Joint Information Systems Committee, the Knowledge Unlatched, and the French National Fund for Open Science. According to the transparency report released by the EDP Sciences, the subscription revenue of three S2O journals increases and that of three journals remains stable in 2022 compared with 2020. The data suggest that all the six journals piloting the S2O model in 2021 and 2022 have successfully realized open access. [Conclusions] As an alternative and revolutionary diamond open access model, S2O has been recognized by the global academic publishing community, and more and more journals and publishers are adopting this model. Open access is also the development direction of academic publishing in China, and some journal portfolios of acceptable scale have been formed. While fully surveying the willingness of subscribers, the journal portfolios well-renowned in the publishing industry can learn from the pilot experience of the EDP Sciences and try to replace article processing charge with the S2O model to reduce the economic burden on authors.

Key words: EDP Sciences, S2O model, Diamond open access, Annual Reviews, Transparency report of journal