Plan S, Core Open Access Publishing Standards & Scholastica

Here's what we're doing to help journals comply with Plan S and meet the highest open access publishing standards.

Scholastica's Role in Sustainable Open Access Publishing and Plan S Compliance

Across academic disciplines, journal publishers are preparing for Plan S — an initiative by cOAlition S, a consortium of national and international research funders, to make all of the research they fund fully and immediately open access by the 1st of January 2021. Plan S is made up of 10 guiding principles and has specific implementation guidelines that include core publishing standards all open access journals should fulfill.

At Scholastica, we are working to ensure that all journals that use our peer review system, typesetting service, and open access publishing platform can sustainably meet core publishing standards and become Plan S compliant if they choose.

This page represents our product roadmap and details how Scholastica is supporting sustainable, high-quality open access journal publishing and the Plan S requirements now and in the future. We've also included some Plan S FAQs and links to further resources.

This is a living roadmap. We will update this page as we introduce new improvements to Scholastica and as any changes to Plan S are released. This Roadmap was last updated on the 9th of December 2020.

Product Roadmap

Below is a detailed table covering: Plan S technical requirements and recommendations, Scholastica features to help journals fulfill the Plan S guidelines, and the steps publishers should take to ensure the journals they publish via Scholastica are Plan S compliant. This Roadmap is designed for journals taking a fully open access Plan S compliance route.

Plan S guidelines: Scholastica features: Publisher next steps:
Journals must be registered in the Directory of Open Access Journals (DOAJ) or have an application under review. Journals that are using Scholastica's OA publishing platform and that have been admitted into the DOAJ can now set up automated deposits of their published article metadata into DOAJ.

Status: available now		 Journals must apply to be included in the DOAJ. Once admitted, journals can easily automate DOAJ metadata deposits from Scholastica. Learn how to set up automated deposits here.

Find an overview of the DOAJ application process here and guidance on how Scholastica OA publishing users should complete the DOAJ application form here.
The journal or platform must enable authors to publish under a CC BY 4.0 license (alternatively CC BY-SA 4.0 or CC0).

Note: cOAlition S members may approve the use of the CC BY-ND license for individual articles on a case by case basis.		 Journals using Scholastica's OA publishing platform can set a default Creative Commons (CC) copyright license for all published articles. The copyright license is shown on all article pages and included in article-level metadata.

Status: available now		 Learn more about this feature and how to set a default copyright license for all articles published via Scholastica, here.

For more information on the benefits of Creative Commons licenses, check out this blog post.
Deposit content into a long-term preservation or archiving program (e.g., Portico, CLOCKSS). Scholastica can automatically deposit your published articles and issues into Portico's digital preservation service.

Status: Portico integration available now

Using CLOCKSS? Scholastica is looking for beta partners to build out a CLOCKSS integration — to learn more please email us.		 If you use Scholastica's OA publishing platform and you have a Portico account, you can set up automatic article deposits to Portico. Learn how to set up automated deposits here.

If you don't have a Portico account and you want to sign up you can do so on their website.
Have machine-readable metadata for all articles in standard interoperable formats under a CC0 public domain dedication that includes complete funding information, the OA status, and copyright license. Journals using Scholastica's production service get machine-readable metadata for all articles in JATS XML files including:
  • Complete funding information
  • OA status
  • Copyright license
  • Cited references
Status: available now 		Scholastica automatically generates rich machine-readable article-level metadata for all journals that use our OA publishing platform and typesetting service. At this time, funder metadata is only available for journal articles typeset by Scholastica. Learn more about our typesetting service here.
Publish journal stats annually, including: the number of submissions, the number of reviews requested, the number of reviews received, the approval rate, and the average time between submission and publication. Those using Scholastica's peer review system can access raw journal data and reports to compile these stats. Those using Scholastica's OA publishing platform can add a journal stats section to their For Authors page or a custom "Journal Policies" page if more space is needed.

Status: available now		 To pull stats: Journals using Scholastica's peer review system can access these stats from their Reviewers Table and the Analytics tab in their dashboard.

To publish stats: Journals using Scholastica's OA publishing platform can add a stats section to their For Authors page or a custom "Journal Policies" page if more space is needed (available by request).
List clear peer review policies on the journal's website that comply with the standards of its discipline and the COPE guidelines. Journals using Scholastica's OA publishing platform can add a peer review policies section to their For Authors page. Journals can also create a custom “Journal Policies” page if more space is needed

Status: available now		 Journals using Scholastica's OA publishing platform can add a peer review policies section to their "For Authors" page. Learn more about what to include in your policies here.

Journals that have lengthier policies information for authors (e.g., peer review policies, publication ethics statement) can request to have a custom "Journal Policies" page added to their website if more space is needed.
Publicly state all publication fees (or if you have none) and the costs/factors impacting fees. Journals using Scholastica's OA publishing platform can add publication fees information to their "For Authors" page.

Status: available now		 Publishers/journals using Scholastica's OA publishing platform should add a publication fees section to their "For Authors" page using the easy website editor.

Find additional info in this blog post.
Submit transparent pricing data: cOAlition S will release details on the logistics for data deposits (e.g., where/when/how) by December 2021. Scholastica is monitoring all Plan S updates and will announce any pricing data related initiatives when the final means of deposit is determined.

Status: to be determined		 Publishers should review the two endorsed price and service transparency frameworks to develop a transparent pricing breakdown:

Breakdown of Publication Services and Fees developed by the Fair Open Access Alliance

Plan S Price and Transparency Framework developed by Information Power
Offer publication fee waivers for authors from lower and middle-income economies, as well as waivers and discounts for other authors with demonstrable needs. Journals using Scholastica's OA publishing platform can add a waiver policy to their For Authors page.

Journals using Scholastica's peer review system have the option to integrate with a CCC RightsLink account to more easily manage OA publication charges. RightsLink can apply author fee waivers, discounts, or institutional agreements publishers specify on an article-by-article basis.

Status: available now		 Journals using Scholastica's OA publishing platform that charge APCs or other publication fees should add a waiver policy to their "For Authors" page using the easy website editor.

Publishers interested in setting up a RightsLink integration can do so via the Scholastica publishing account settings page for each of their journals. Learn more here.
Have persistent identifiers such as Digital Object Identifiers (DOIs) for all articles. Scholastica offers automated DOI registration and metadata deposits via Crossref.

Status: available now		 The Crossref registration automation is available to any journal using Scholastica's OA publishing platform that is a Crossref member (learn more about how to apply here). Publishers interested in setting up automated DOI registrations for their journals can do so via their Scholastica publishing account settings.
Recommended by Plan S: Full-text article files available for download in a machine-readable community standard format such as JATS XML (including supplementary text and data). Scholastica produces full-text XML article files in the JATS standard for all journals that use the Scholastica typesetting service.

Status: available now		 Journals using Scholastica's typesetting service receive full-text JATS compliant XML files for all articles. Learn more about our typesetting service here.
Recommended by Plan S: Support for PIDs for authors, funders, funding programs and grants, institutions. Journals using Scholastica's peer review system can currently collect author ORCIDs and journals using Scholastica's OA publishing platform can include ORCIDs in their published articles. Scholastica is planning to introduce additional PID support in the near future — to learn more please email us.

Status (ORCID): available now
Status (funders): in progress		 For journals using Scholastica's peer review system, an optional ORCID field is included in the submission form (with validation). Journals using Scholastica's OA publishing platform can add ORCIDs to published articles by populating the "ORCID ID" field in the article publishing form. Learn more about ORCID support here.

Plan S FAQs

Answers to some of the most common questions we've heard.

What is Plan S?
Plan S is an initiative launched by Science Europe in September 2018 to make research funded by public or private grants provided by national, regional, and international research councils and funding bodies fully and immediately open access by the 1st of January 2021. Plan S is backed by cOAlition S, a consortium of national and international research funders. cOAlition S members include UK Research and Innovation, the Academy of Finland, and the Bill & Melinda Gates Foundation. Plan S states: "With effect from 2021, all scholarly publications on the results from research funded by public or private grants provided by national, regional and international research councils and funding bodies, must be published in Open Access Journals, on Open Access Platforms, or made immediately available through Open Access Repositories without embargo." At the highest level, in order for a journal to be Plan S compliant it must make research fully and immediately open access upon publication — no embargo models — and it must enable authors or their institutions to retain publication copyright. It must also meet specific technical guidelines.
Where does Scholastica fit into Plan S compliance?
As a peer review and open access publishing software platform and typesetting service provider, Scholastica is providing solutions to help journals meet the technical criteria to be Plan S compliant. Scholastica is committed to making publishing high-quality open access journals at an affordable cost a sustainable reality for publishers of any size. We work with many publishers that publish fully open access journals or that are transitioning to open access publishing models. We provide all of the functionality and support that publishers need to successfully produce professional open access journals.
What do I have to do to make my journals Plan S compliant?
Plan S has 10 Principles listed here that include expectations of publishers for compliance as well as commitments from funders. Under Plan S, all published research must be fully and immediately OA under a Creative Commons copyright license and be produced and funded in a transparent way.

Plan S also has specific implementation guidelines. Within the guidelines are technical requirements for journals to be Plan S compliant. As noted above, Scholastica will be supporting these technical requirements for all journals using our open access publishing platform. There are also certain steps that publishers/journals must take towards these requirements (e.g., applying for inclusion in the DOAJ), which are outlined in the table above.
How long will publishers have to make journals Plan S compliant?
Plan S will go into effect on 1 January 2021 for all research funded by cOAlition S members after the launch date. For publishers following a "Transformative Arrangements" compliance route, there is a transition timeline for journals to still receive article funding by cOAlition S members. Plan S states, "where cOAlition S members provide funding to support publication fees of journals covered by such arrangements, this funding will cease on the 31 December 2024."
More Plan S FAQs

Here to help you navigate Plan S and sustainable OA publishing

We're committed to helping journal publishers understand Plan S and core open access publishing standards. Visit our blog for useful guides and how-tos including:

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