The “Statement on position in relation to open access” issued by the Editors of 
twenty-one important history journals is a very significant development and has 
not received the discussion it deserves (see  
http://www.history.ac.uk/news/2012-12-10/statement-position-relation-open-access
 ). In particular the Statement contains the following decision in relation to 
“green” open access when the author does not pay an APC: “The period of embargo 
we will offer will be 36 MONTHS. We think this is the shortest possible period 
that would still protect our viability as subscription-funded organisations, 
which have to pay for copyediting and the management of peer review, and is 
fully consistent with the need to make research publicly available.” Given the 
importance of the journals listed in the Statement this decision will have a 
major impact not only upon the academic history community world-wide but also 
upon the substantial readership of history journals outside academia.

Although the Statement comes from the Editors it has to be assumed that the 
decision to raise the embargo period to 36 months is made with the blessing of 
the journals’ proprietors. Many of the journals on the list are owned by 
publishers with embargo periods shorter than 36 months, even for humanities 
journals, so the question needs to be asked: is this Statement the precursor 
for a general increase in the length of embargo periods? One of the predictions 
made by critics of new open access policies in the UK is that publishers will 
exploit the weaknesses in the Finch Report, increase embargo periods and stunt 
the growth in open access repository content. 

The rationale given by the Editors of the History journals for the increase in 
the embargo period also needs to be challenged. Where is their evidence that 
their subscription base will be harmed by short embargo periods? Can they name 
any journal in any subject field that has ceased publication because of the 
deposit of content in open access repositories? Repository content on open 
access is now at a sufficiently high level that even a minor impact upon 
subscriptions would have been noticed by now. The only reason for cancellation 
for which there is any evidence is when unjustified increases in subscription 
rates have occurred. I have heard it said that the longer usage half-life of 
humanities journals puts them at greater risk over a longer period, but a 
longer half-life does not cause librarians to cancel subscriptions; if anything 
it reinforces the long-term value of a journal.

The Statement also misses an opportunity to embrace the value of both green and 
gold open access to those who read the history journals and consequently the 
value of open access to the history institutions and to the journal publishers. 
It may happen that a large number of history authors are able to fund an APC 
but the present signs are not hopeful. A longer green embargo period will 
certainly reduce usage of the journal content over time, and there is no 
evidence that the reduction in open access usage will be made up through 
increased sales of subscriptions or single articles. The emphasis should surely 
be upon using open access to increase the readership of the history journals. 
Without a high readership the future of not only the journals but also of the 
history research institutions could be put at risk in a climate of reduced 
public funding. It is in this broad context that I find the History journal 
Editors’ Statement so disappointing.

Fred Friend
Honorary Director Scholarly Communication UCL
http://www.friendofopenaccess.org.uk   

  

      
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