Funding & Transition Guides

Converting Scholarly Journals to Open Access: A Review of Approaches and Experiences

Systematic review of literature on journal flipping or distinguished the different pathways, methods, or scenarios for journal flipping. (Unabridged version; for article-length work, see immediately below.)

How subscription‐based scholarly journals can convert to open access: A review of approaches

An abridged version of the systematic review referenced above, this article accounts for the ways through which subscription‐based scholarly journals have converted to open access.

Declaring Independence by SPARC

Letter from an editor with guide to flipping from subscription to OA.

Guide to Transitioning Journals to Open Access Publishing

From the University of California’s systemwide Office of Scholarly Communication, this guide is designed to help stakeholders understand basics about journal ownership, operations, and funding models, and to begin gathering important information necessary for OA publishing decision-making.

Checklist for Consultations About Transitioning Journals to OA

Also part of the UC’s Office of Scholarly Communication journal transition toolkit, this checklist is for libraries and institutions to help facilitate consultations & conversations about journal operations, finances, and strategies.

Pathways to Open Access Toolkit

University of California Libraries’ analysis of strengths, weaknesses, opportunities, and threats of each OA journal funding model and strategy.


Information about OA Society Journals

News & information

Crowd-sourced news and information about OA society journals via the OA Tracking Project (OATP) tag for “oa.societies”. See also OATP boolean tag library “oa.conversions” for news about journals that have converted or transitioned to OA.

Journal Declarations of Independence

OA Directory’s list of journals whose editors have resigned in order to launch a comparable journal with a friendlier publisher or less-restrictive access policies. See also crowd-sourced news and tracking on this topic via the OATP tag for “oa.declarations_of_independence.”

Societies and Open Access Research (SOAR) Project

The goal of the Societies and Open Access Research (SOAR) project is to maintain a comprehensive catalog of full (non-hybrid) OA journals published by scholarly societies. For this purpose, a society’s relationship to its OA journals might be that of owner, publisher, or partner with the publisher. The project home page lists recommended readings on OA for society journals.