综述

学术专著开放获取研究系统综述:范畴界定、现状扫描和主题发现

  • 魏蕊
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  • 河北大学管理学院 保定 071032
魏蕊,教授,博士,博士生导师,E-mail:weiruisxyq@foxmail.com。

收稿日期: 2024-12-18

  修回日期: 2025-06-20

  网络出版日期: 2026-01-16

基金资助

本文系国家社会科学基金青年项目“学术专著开放获取的实现路径研究”(项目编号:16CTQ002)研究成果之一。

A Systematic Literature Review on Open Access for Monographs: Domain Defining, Review Scanning, and Themes Finding

  • Wei Rui
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  • School of Management, Hebei University, Baoding 071032

Received date: 2024-12-18

  Revised date: 2025-06-20

  Online published: 2026-01-16

Supported by

This work is supported by the National Social Science Fund of China project titled “Research on the Realization Path of Open Access for Monographs”(Grant No. 16CTQ002).

摘要

[目的/意义] 系统梳理和分析国内外相关研究文献,为推动学术专著实施开放获取的理论研究和实践发展提供参考。[方法/过程] 首先基于国内外实践和研究界定“学术专著开放获取”的概念和形式;其次采用系统性文献综述法分析国内外研究趋势和研究主体;最后从学术交流过程的历时性和国内外研究的共时性出发分析四个方面的研究主题:学术专著OA出版商业模式的实践和类型,学术专著利益相关方的做法、看法和影响,OA专著的影响力、推广、传播和利用,OA专著的建设、整合、组织和存储。[结果/结论] 在不同利益相关方的参与和推动下,学术专著OA出版已经形成主流的商业模式,OA专著表现出更强的影响力且已建成一定规模,利用不同的渠道推广、整合、组织和存储OA专著以及分析利用数据有助于更有效地传播和利用。

本文引用格式

魏蕊 . 学术专著开放获取研究系统综述:范畴界定、现状扫描和主题发现[J]. 图书情报工作, 2026 , 70(1) : 140 -150 . DOI: 10.13266/j.issn.0252-3116.2026.01.012

Abstract

[Purpose/Significance] Systematically reviewing and analyzing the relevant research literatures can provide references for the theoretical research and practical development of open access for monographs. [Method/Process] Firstly, the concept and forms of open access for monographs were discriminated and defined based on practice and research. Secondly, the research trends and authors from Chinese and foreign institutions were analyzed through the systematic literature review. Finnally, four research themes were summarized and analyzed from perspective of scholarly communication process, which were the practice and types of business models of OA publishing for monographs, the practice, attitude and influence on stakeholders of monographs, the impact, promotion, dissemination and utilization of OA monographs, and the construction, integration, organization and preservation of OA monographs. [Result/Conclusion] With the participation and promotion of different stakeholders, OA publishing for monographs has evolved the mainstream business models. OA monographs have demonstrated stronger impact and reached a significant scale. Promoting, integrating, organizing and preserving OA monographs through different channels, as well as analyzing the usage data, can facilitate their more effective dissemination and utilization.

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