研究论文

文章处理费:出场逻辑、现实困局与未来路向

  • 赵艳 ,
  • 于世博
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  • 1 中国科学院自然科学史研究所 北京 100190;
    2 中国科学院大学经济与管理学院信息资源管理系 北京 100190;
    3 中国科学院文献情报中心 北京 100190
赵艳,研究馆员,博士,硕士生导师,E-mail:zhaoyan@ihns.ac.cn;于世博,硕士。

收稿日期: 2024-12-30

  修回日期: 2025-02-21

  网络出版日期: 2026-01-16

Article Processing Charges: Emergence Logic, Practical Dilemma, and Future Direction

  • Zhao Yan ,
  • Yu Shibo
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  • 1 Institute for the History of Natural Science, Chinese Academy of Sciences, Beijing 100190;
    2 Department of Information Resources Management, School of Economics and Management, University of Chinese Academy of Sciences, Beijing 100190;
    3 National Science Library, Chinese Academy of Sciences, Beijing 100190

Received date: 2024-12-30

  Revised date: 2025-02-21

  Online published: 2026-01-16

摘要

[目的/意义] 旨在深入剖析文章处理费的产生背景、运作机制及其对社会学术环境的影响,明确其存在的合理性与问题,为开放获取良性可持续发展和更公平透明的学术交流体系构建提供参考。[方法/过程] 运用文献调研法,基于“历史—现实—未来”的认知框架,总结梳理文章处理费的出场逻辑,辨识分析其现实效用与困局,探寻其未来发展路向,回答APC“从何而来、又将向何处去”的逻辑问题。[结果/结论] 文章处理费作为学术出版市场的一种经济手段,在开放获取发展中发挥显著的现实效用。其自身存在的定价透明度不足和可能加剧出版不平等等问题,将在市场和社会协同治理、多方利益相关者共同发展和开放获取格局多元化发展的共同作用下逐渐回归合理化,继续发挥其在出版市场中的作用。

本文引用格式

赵艳 , 于世博 . 文章处理费:出场逻辑、现实困局与未来路向[J]. 图书情报工作, 2026 , 70(1) : 129 -139 . DOI: 10.13266/j.issn.0252-3116.2026.01.011

Abstract

[Purpose/Significance] This study aims to systematically examine the emergence background, operational mechanisms, and socio-academic impacts of article processing charges(APC), clarify its rationales and limitations, and provide insights for promoting the sustainable development of open access and establishing a fairer, more transparent scholarly communication ecosystem. [Method/Process] Through literature review and a historical-present-future analytical framework, this research reconstructed the emergence logic of APC, evaluated its practical effectiveness and dilemmas, and explored future development trajectories to address the fundamental question of “Where APC comes from and where it is heading”. [Result/Conclusion] As an economic instrument in academic publishing, APC has demonstrated significant practical value in advancing open access. However, existing issues such as pricing opacity and potential exacerbation of publishing inequalities are expected to be gradually mitigated through market-social collaborative governance, multi-stakeholder cooperation, and diversified open access models. APC will continue to evolve towards rationalization while maintaining its role in scholarly publishing systems.

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