| 王元新,郭进京,黄金霞.芬兰开放获取成本监测实践与启示[J].数字图书馆论坛,2025,21(9):41~52 |
| 芬兰开放获取成本监测实践与启示 |
| Practice and Enlightenment of Open Access Cost Monitoring in Finland |
| 投稿时间：2025-07-16 |
| DOI：10.3772/j.issn.1673-2286.2025.09.005 |
| 中文关键词: 开放获取；成本监测；透明度；学术出版；芬兰模式 |
| 英文关键词: Open Access; Cost Monitoring; Transparency; Academic Publishing; Finnish Model |
| 基金项目:本研究得到UNESCO Science Decade Programme“Towards Open Science Infrastructure Sharing Network：Knowledge and Data Sharing Platform from China—Open for Science 10”（编号：4500535966）、中国科学院文献情报中心项目“国际开放科学信息基础设施共享网络建设研究与实践”（编号：E5551001）资助。 |
| 作者 | 单位 | | 王元新 | 中国科学院文献情报中心；中国科学院大学经济与管理学院 | | 郭进京 | 南京市雨花台烈士陵园管理局 | | 黄金霞 | 中国科学院文献情报中心；中国科学院大学经济与管理学院 |
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| 中文摘要: |
| 随着开放获取规模扩大，成本问题成为制约其可持续发展的关键，对开放获取成本进行系统性监测与分析便成为一项亟待开展的基础性工作。首先，系统梳理了开放获取成本监测从运动萌芽期、政策探索期、系统建设期到国际协调与转型期的发展历程，从全流程视角构建了涵盖直接出版成本、平台运维成本、协调管理成本和隐性间接成本的开放获取成本概念框架。随后，深入剖析了芬兰通过政府引导、联盟议价、数据系统、拨款模型等多层次协同机制实现开放获取成本监测制度化的实践路径。研究发现，芬兰模式具有目标精准化、响应动态化的核心特征，其开放获取成本监测已经实现从碎片化监测到全链条系统性管理的根本转变，构建了数据开放驱动的循证决策机制，为全球开放获取转型提供了创新样本。基于芬兰经验，我国应结合超大规模市场优势构建分层监测体系，建立监测结果质量保障与审核机制，推进监测数据的开放共享与国际互联，探索中国特色的开放获取成本监测路径。 |
| 英文摘要: |
| As the scale of open access expands, cost issues have become a key constraint to its sustainable development. Systematic monitoring and analysis of open access costs have thus become a fundamental task that urgently needs to be carried out. This paper first systematically reviews the development of open access cost monitoring from its nascent stage, policy exploration stage, and system construction stage to international coordination and transformation stage, constructing an open access cost conceptual framework that includes direct publishing costs, platform operation and maintenance costs, coordination and management costs, and hidden indirect costs from the perspective of the entire process. Subsequently, the paper delves into Finland’s practical pathway of institutionalizing open access cost monitoring through multi-level collaborative mechanisms such as government guidance, consortium bargaining, data systems,and funding models. The study finds that the Finnish model is characterized by precise targeting and dynamic responsiveness, having achieved a fundamentalshift from fragmented monitoring to systematic, end-to-end management. It has established an evidence-based decision-making mechanism driven by open data,providing an innovative example for global open access transformation. Based on Finland’s experience, China should leverage its ultra-large market advantage to build a tiered monitoring system, establish quality assurance and review mechanisms for monitoring results, promote open sharing and international connectivity of monitoring data, and explore a cost monitoring pathway for open access with Chinese characteristics. |
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