The rise of open access and associated compliance requirements has created an increasing role for librarians in supporting pre-publication workflows for journal articles and other research outputs. It has also led research institutions to develop a widening range of services and systems to support publication and manage compliance. This online event is hosted over 2 half days.
When
Tuesday 20th October 2026 – 10:00 BST
to
Wednesday 21st October 2026 – 13:00 BST
Where
Online
United Kingdom
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UKSG membership rate: £70+VAT
Non-membership rate: £82.00+VAT
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Event Summary
The rise of open access and associated compliance requirements has created an increasing role for librarians and other information professionals in supporting pre-publication workflows for research outputs. It has also led research institutions to develop a widening range of services and systems to support publication and manage compliance.
This course will give a basic introduction to this rapidly evolving area. In particular it will:
- explain how new policies and initiatives (eg Right Retention) are continuing to affect open access publishing and compliance requirements
- provide an overview of the research and funding landscape
- outline the key stages in the open access publication lifecycle from submission to publication, noting the key differences between Green and Gold publication
- summarise the typical requirements for compliance with government policies and funder mandates, and relate these to the publication routes for Green and Gold publication
- explain the complementary roles of publishers, libraries and intermediaries in supporting these stages, and the typical activities that they each perform during the life-cycle
- give focus to the specific challenges and opportunities associated with open access publishing for books and book chapters.
- look at selected services, systems and standards designed to support and manage the processes of open access publishing
Course Level and previous knowledge required
This course offers an introductory, entry-level overview and no previous knowledge is required, although some awareness of the different types of scholarly journals and open access models (such as Green and Gold) may be useful.
Please note that this is not a detailed practical or technical course and it will not go into detail about how specific services or systems function, or how to optimise workflows. Instead the course gives a high-level, introductory overview of the essential elements of processes and systems, providing the conceptual foundation for other more specific training in the use of particular services and systems.
Learning Objectives
Delegates will:
- Understand the key stages in publication in relation to open access and compliance
- Be able to summarise typical compliance criteria, and relate these to the publication lifecycle
- Understand the basic roles of funders, research managers, libraries, publishers, intermediaries at each stage of the publishing journey
- Be aware of the key services and systems which support workflows
- Be aware of the application of open access publishing workflows across different research output types
Supporting Information package
This will be sent to registered delegates in advance of the seminar. The course organisers have compiled an optional Open Access pre-Course Reading List for attendees – all items will be openly available.
Attendee Information
The webinar tool we use is Go to Webinar. To test your system ahead of time visit https://support.goto.com/webinar/system-check-attendee
Accessibility
UKSG wants to provide the best possible experience for all our delegates, making presentations as accessible and inclusive as possible.
Our intention were possible is to strongly encourage our speakers to provide auto generated closed captioning for both live and recorded events as well as to make sure their slides as easy as possible for all people to read. In addition we can provide auto generated transcripts post event for each of the recorded sessions.
If you have particular accessibility needs or questions about this seminar/webinar, we welcome you to contact events@uksg.org
Recording
The sessions will be recorded and available to all registered delegates only after the event, so if you unable to join us live or want to review any presentation this will be available.
Programme
- Day 1 – Tuesday 20th October
- Day 2 – Wednesday 21st October
Time
Programme
Speakers
10:00
Welcome to day 1 & Introduction to OA
All times stated are BST
Jon Cook
University of York
See Biography
TBC
10:20
Overview of Gold OA
This session will provide an introduction to Gold Open Access and publishing open access (OA) more generally. It will give participants an opportunity to learn about/discover:
• The current open access landscape and more specifically, Gold OA
• Differences between Green, Gold, and Diamond OA
• OA preprints
• Licensing and OA
• Article Processing Charges and waivers
• Advantages and disadvantages
• Where to locate OA journals
Martin Whiteford
Jisc
See Biography
Martin Whiteford is an Associate Licensing Manager at Jisc – a not-for-profit organisation that provides digital, data and technology solutions to the UK education and skills sectors. Prior to taking up his current position, Martin worked in academic publishing where (among other things) he was responsible for the design and implementation of a Gold Open Access journal. Before this, Martin spent over a decade working in academia in the field of inclusion health. Martin’s research has been published widely and across a variety of journal models. He also has experience of serving as an editor of a hybrid peer-reviewed journal.
11.00
Break
11:15
An Introduction to Open Access: Postgraduate Researchers’ Experiences
The presentation will explore Open Access from the perspective of two postgraduate researchers, one in social sciences and one in arts and humanities . It will reflect on some personal benefits and challenges related to open research. It will also reflect on experiences of publishing open access throughout the degree and look to future opportunities.
Katie Vernon
University of York
See Biography
Katie is a part-time postgraduate researcher in the Centre for Medieval Studies at the University of York. She researches arms and armour in Middle English romance, focusing on depictions of craftspeople, clerics and women. She has extensive experience in teaching and in public outreach/scholarship. She is currently employed as a Graduate Engagement Lead for Open Research at the university’s library, where she supports training and advocacy initiatives for open research.
Luqman Muraina
University of York
See Biography
| Luqman Muraina is Year 3 Global Development PhD candidate at the Department of Politics, University of York. He has over three years of teaching and research assistantship experience and is currently engaged as a GTA in the Politics department and a Graduate Engagement Lead for Open Research at the university’s library. He supports the university’s commitment towards Open Research as a default research practice. Luqman research on decolonization and politics of knowledge, higher education, African politics & development, Black feminism, etc. |
11:55
A Funders Perspective
Curt Rice
Coalition S
See Biography
| TBC |
12:35
Grappling with Open Access; a Librarian’s Perspective
This presentation offers a library perspective on Open Access, reflecting on how libraries have grappled with an increasingly complex and rapidly evolving scholarly communications landscape. Drawing on experiences from a smaller teaching-focused university, I will explore the practical realities of engaging with and supporting researchers, navigating publisher agreements, and compiling with funder requirements with limited resources. The session will examine the challenges, lessons learned, and emerging opportunities for libraries as they continue to adapt their services and advocacy in support of open scholarship.
Sharon Stevens
University of Worcester
See Biography
| Sharon Stevens has worked across academic, health and not-for-profit library sectors in both the UK and Canada. She is currently the Head of Open Scholarship and Content at the University of Worcester. Throughout her career, she has led and supported services relating to scholarly communications, open access, collections, and research support, helping to improve access to knowledge and advance open scholarship practices. Sharon is a member of the SCONUL Content Strategy Group and has a particular interest in the development of sustainable, equitable approaches to scholarly publishing and content provision. |
13.15
Close
Time
Programme
Speakers
10:00
Welcome to day 2
10:05
An Overview of Diamond
Diamond Open Access refers to scholar-led, scholar-owned publishing with no fees for authors or readers. This session explains the reasoning behind this shift to a non-profit publishing model where academia has more influence. It will also provide an overview of current initiatives in this space and some thoughts on what we might expect in the future.
Sofie Wennström
Stockholm University
See Biography
I work at the Stockholm University Library on matters related to Open Science and Open Publishing. I am currently assigned as a Project Manager to establish a Nordic Capacity Hub for Diamond Open Access (read more about Diamond OA). One of the main aims of this project is to support a more equitable and sustainable publishing landscape.
I’m also working with open publishing on an international level
. I’m involved as a Board Member of the Open Access Publishing Association (OASPA) and Co-Chair of the LIBER Working Group on Open Access. Part of my involvement with LIBER is representing the working group in the Steering Committee of Think.Check.Submit., where we support and develop resources for researchers and librarians about trustworthy publishing channels.
I’m also working with educational library services, sharing my knowledge of Open Science and Scholarly Communication with PhD students and researchers.
10:45
Overview of Green OA
This session will provide an overview of Green Open Access and related topics. Participants will learn about: • What Green OA is, and how it differs from other kinds of OA
• How open access repositories work
• The role that UK higher education institutions play in Green OA
• The role that research funders and the REF play in Green OA
• Licensing, copyright, and embargoes in Green OA, including an introduction to ‘rights retention’
Tara Healy
University of Huddersfield
See Biography
Tara Healy is the Research Systems & Open Science Manager at the University of Huddersfield, where she manages the University’s open access repository and leads on open access and related research support. Tara has years of experience in this field, having previously held similar roles at other UK higher education institutions.
11:25
Break
11:40
Opening Up Scholarship: The Publisher’s Role in Open Access
Open Access is reshaping scholarly publishing, but the transition looks different across disciplines, regions and publication formats. From the perspective of a medium-sized HSS publisher, this presentation explores what it takes to make Open Access work in practice. Drawing on our experience with a range of OA models for journals and books, it will consider the opportunities and tensions we encounter: from sustainable funding and equitable participation to the changing relationships between publishers, libraries, researchers and funders.
Stephanie Veltman
De Gruyter Brill
See Biography
Stephanie Veldman is Director of Open Research at De Gruyter Brill, where she leads the publisher’s Open Access strategy across books and journals. She has worked in academic publishing for more than 15 years, with a particular focus on Open Access, business development and strategic partnerships. Her work spans a range of OA models, from Subscribe to Open and transformative agreements to Gold and Diamond Open Access. She is particularly interested in developing sustainable and inclusive approaches to Open Access that work across disciplines and bring publishers, libraries and researchers together.
12:20
Open Access for Books: Beyond the Book Processing Charge
This introduction to open access (OA) for books will explore how OA for books is developing today, with a particular focus on community-led, non-commercial approaches. We will give an overview of the breadth of activity currently taking place in the OA books world, including experimentation with Diamond models, scholar-led publishing and the rise of institutional OA presses best exemplified by the Open Institutional Publishing Association. We will reflect on our individual roles with the Copim community, and explore how infrastructures such as the Open Book Collective and ideas like ‘scaling small’ can expand opportunities to publish open access books in equitable ways. Attendees will leave with a greater understanding of how OA for books really works in practice, and information about where they can go to learn more.
Caroline Ball
Open Book Collective
See Biography
TBC
Lucy Barnes
Open Book Publishers
See Biography
Lucy Barnes is Senior Editor and Outreach Coordinator at Open Book Publishers, a leading non-profit, scholar-led Open Access book publisher based in Cambridge, UK. She also works on outreach for the Copim community and is on the board of the ScholarLed collective. She coordinates the Open Access Books Network (oabooksnetwork.org) in collaboration with OPERAS and SPARC Europe, and she is on the Editorial Advisory Board for the OAPEN Open Access Books Toolkit. You can find her on Bluesky @alittleroad.bsky.social.
13:00
Close
Feedback
Very informative and interesting sessions.
Previous delegate
I really liked the variety of speakers, each bringing their own perspectives to the Open Access landscape. It think it was commendable to include speakers from publishing companies – good to have a balanced view.
Previous delegate
Really informative and a broad range of perspectives which help provide an overview of the key themes and terms used in discussions about the opportunities, challenges and broader context of the state of academic publishing and open access.
Previous delegate
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The closing date for cancellations is Friday 2nd October, after which date cancellations will not be eligible for a refund. Cancellation should be sent into writing to events@uksg.org.
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