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Paywalled Research Hinders Science | New Open Access Policy
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class="page-banner__container container"> <div class="page-banner__content page-banner__content--top page-banner__content--above"> <h1 class="page-banner__title"> Who loses when scientific research is locked behind paywalls? </h1> <div class="page-banner__subtitle"> Announcing our expanded policy for open access to scientific research, after a decade of experiences and learnings. </div> </div> </div> <figure class="page-banner__media page-banner__media--bottom page-banner__media--above"> <img alt="""" srcset="/-/media/gfo/5ideas_articles/articles/20240326-research-paywall-open-access/hero_ideas_open-access_03272024.png?rev=87df079b381546d3a857d6c589da5cda&w=1600&hash=62133C755F63BF5D24AB76CBDDDC07F6 1600w, /-/media/gfo/5ideas_articles/articles/20240326-research-paywall-open-access/hero_ideas_open-access_03272024.png?rev=87df079b381546d3a857d6c589da5cda&w=1200&hash=80437B04AD3E36764015E96BD8F22DFA 1200w, 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","shareTitle":"Who loses when scientific research is locked behind paywalls? "}' class="js-share-bar-mount" lang="en" dir="ltr"></div> </div> <section class="component container container--100"> <div class="container__col container__col--100"> <section class="component container container--15-70 "> <div class="container__col container__col--15 "> <div class="article-metadata js-article-metadata"> <div class="article-metadata__author-info"> <div class="article-metadata__cards"> <div class="article-metadata__card" lang="en" dir="ltr"> <div class="article-metadata-card"> <div class="article-metadata-card__author-metadata"> <div class="article-metadata-card__image"> <img src="/-/media/gfo/3about/3people/headshot_estee-torok.jpg?h=2400&iar=0&w=3000&rev=395281a6669b482ab4c88f868cd3c379&hash=2FA0D8A076D4B00BF5B0B633FE7D354D" alt="Estee Torok" srcset="/-/media/gfo/3about/3people/headshot_estee-torok.jpg?rev=395281a6669b482ab4c88f868cd3c379&w=1500&hash=4FD732DB0FD7316055E46694B5893568 1x, /-/media/gfo/3about/3people/headshot_estee-torok.jpg?rev=395281a6669b482ab4c88f868cd3c379&w=3000&hash=B448EB5566C5147369264BE5A0C69A21 2x" disablewebedit="True"> </div> <div class="article-metadata-card__name"> By Estee Torok </div> <div class="article-metadata-card__occupation"> Senior Program Officer, Malaria, Gates Foundation </div> </div> </div> </div> </div> <div class="article-metadata__dates" lang="en" dir="ltr"> <div class="article-metadata__date">Mar 27, 2024</div> </div> <div class="article-metadata__read-time" lang="en" dir="ltr"> <span class="js-am-read-time"></span> <span>min read</span> </div> </div> </div> </div> <div class="container__col container__col--70"> <section class="rich-text js-rich-text component" style="--max-width:700px" lang="en" dir="ltr"> <p>Imagine you’re a scientist doing research you hope will improve the health of people in your region. Working on a particular question—maybe having to do with <a href="/ideas/articles/innovation-in-tuberculosis-and-tb-vaccines-video">tuberculosis</a> (TB), or <a href="/ideas/articles/maternal-newborn-health-innovation-policy-imnhc-2023">maternal mortality</a>, or <a href="/ideas/articles/malaria-threat-climate-change">malaria</a>—you come across the title of a scientific research paper that you think may have some answers. But that paper is locked behind the science journal’s paywall, and the price for access is much too high for your lab.</p> <section class="rich-text__embed l-pull-right"><section class="component inline-promo inline-promo--background " style="--background-color:#F5F3ED" lang="en" dir="ltr"> <div class="inline-promo__wrapper"> <div class="inline-promo__content-area"> <div class="inline-promo__description rich-text"><p>Read about the foundation's refreshed Open Access Policy in support of our grantees.</p></div> <div class="inline-promo__cta"> <a class="arrow-link arrow-link--external" data-gtm-element="promo cta" target="_blank" rel="noopener noreferrer" href="https://openaccess.gatesfoundation.org/" data-gtm-text="Learn more" data-gtm-link="https://openaccess.gatesfoundation.org/"> <span>Learn more</span> <svg class="icon icon--external" aria-hidden="true" focusable="false"> <use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="/Areas/GFO/assets/img/svg-sprite.svg?v=5b17a77b3a5a2c420ab62b2dcee114121b660e74#external"> </use> </svg> </a> </div> </div> </div> </section> </section> <p>When I was doing HIV/TB research many years ago in Vietnam, I frequently encountered this issue, and it continues to be a problem today. <a rel="noopener noreferrer" href="https://www.path.org/who-we-are/leadership/emmanuel-mugisha/" target="_blank">Emmanuel Mugisha</a>, director of PATH’s work for the <a rel="noopener noreferrer" href="https://www.path.org/our-impact/articles/reaching-9-million-children-with-vaccines-in-malawi/" target="_blank">Typhoid Vaccine</a> Acceleration Consortium project and advisor on vaccines and immunizations, based in Uganda, says researchers in low- and middle-income countries face these kinds of roadblocks daily. </p> <p>We face a similar problem when it comes to publication of research supported by our foundation. After funding years of research that we hope can one day save lives, we’re excited to share the results widely. But many scientific journals, particularly the so-called “high-impact journals,” will publish outside of their paywall only if you pay a hefty fee. “That’s a big hindrance,” Mugisha says. </p> <p>Journal subscriptions can cost hundreds to thousands of dollars a year for individual access and multiple millions of dollars for institutional access. Fees for publishing outside a paywall, known as <em>article processing charges</em> (APCs), can be as much as US$12,000 for a single article. Even the most privileged institutions struggle to afford both access to and publication in the large number of journals globally. </p> <p>It’s even more frustrating because governments and foundations fund much of the world’s health-related research and journal articles are peer-reviewed by scientists for free, yet many journals continue to limit access to research findings through restrictive policies. It is small wonder that academic publishing is one of the most profitable industries in the world!</p> <section class="rich-text__embed l-rte-full"> <section class="pull-quote component "> <figure class="pull-quote__figure"> <blockquote id="acb29508da4a43d1a5ff115981e3b2ab" class="pull-quote__blockquote"> When researchers can see what others have learned, they can build on it. That’s how scientific advances are made, and that’s how the world can solve its health challenges most quickly. </blockquote> <figcaption class="pull-quote__caption"> </figcaption> </figure> <div class="pull-quote__share-container"> </div> </section> </section> <p>“Everybody benefits quite a lot when access is freely available,” Mugisha says. As someone who has worked for over 20 years on malaria, TB, HIV, viral hepatitis, antimicrobial resistance, and COVID-19, I couldn’t agree more. </p> <h2>Our foundation’s refreshed Open Access Policy </h2> <p>For over a decade, our foundation has championed transparency, access, and equity in scholarly publishing <a href="/about/policies-and-resources/open-access-policy">by working with publishers and journals to develop</a> more open and accessible research publishing practices. But our quest for a truly equitable and inclusive scholarly publishing ecosystem remains incomplete. Today, we’re announcing <a rel="noopener noreferrer" href="https://openaccess.gatesfoundation.org/" target="_blank">a refreshed policy for our grantees</a> that we hope will help foundation-supported breakthroughs reach the field in the fastest and fairest way possible. </p> <p>At its core, the policy will: </p> <ul> <li style="padding-bottom: 1em;">End the foundation’s payment of individual article publishing fees such as APCs—paving the way for more equitable publishing models </li> <li>Require grantees to share preprints of their articles—breaking free from journal constraints while prioritizing access to research and preserving grantee publishing choices </li> </ul> <section class="rich-text__embed l-rte-full"> <section class="component image-block" style="" lang="en" dir="ltr"> <figure class="image-block__media"> <img alt="""" sizes="(min-width: 781px) 770px, 100vw" srcset="/-/media/gfo/5ideas_articles/articles/20240326-research-paywall-open-access/image_ideas_open-access_03272024.png?rev=eb47883e5de04b45bceb6d1c8481f8fa&w=1600&hash=05A7C93981F1CE64DCE8E9FAF24A9914 1600w, /-/media/gfo/5ideas_articles/articles/20240326-research-paywall-open-access/image_ideas_open-access_03272024.png?rev=eb47883e5de04b45bceb6d1c8481f8fa&w=1200&hash=3EA2F6B525E33DC03F1B79DFC9303B23 1200w, /-/media/gfo/5ideas_articles/articles/20240326-research-paywall-open-access/image_ideas_open-access_03272024.png?rev=eb47883e5de04b45bceb6d1c8481f8fa&w=800&hash=3C6F16AC2CC9C665C31540713F70E066 800w, /-/media/gfo/5ideas_articles/articles/20240326-research-paywall-open-access/image_ideas_open-access_03272024.png?rev=eb47883e5de04b45bceb6d1c8481f8fa&w=400&hash=36DE7B5FDBD42ABC0C3F58D70276E045 400w" height="1000" width="1600" loading="lazy" class="image-element" style="--image-height:1000; --image-width:1600"> </figure> </section> </section> <p>Preprints, which are full drafts of research papers that are shared publicly prior to peer review, aren’t a new concept. Some fields, such as astronomy, are built around a culture of open access, including preprints. During the <a href="/ideas/campaigns/covid-19">COVID-19 pandemic</a>, preprints flourished as researchers, governments, and others raced to develop vaccines and therapeutics. </p> <section class="rich-text__embed l-pull-right"><section class="component inline-promo inline-promo--background " style="--background-color:#F5F3ED" lang="en" dir="ltr"> <div class="inline-promo__wrapper"> <div class="inline-promo__content-area"> <div class="inline-promo__description rich-text"><p>Stories, research, and insights from across the foundation.</p></div> <div class="inline-promo__cta"> <a class="arrow-link" data-gtm-element="promo cta" href="/ideas" data-gtm-text="Read more ideas" data-gtm-link="https://www.gatesfoundation.org/ideas"> <span>Read more ideas</span> </a> </div> </div> </div> </section> </section> <p><a rel="noopener noreferrer" href="https://sparcopen.org/people/heather-joseph/" target="_blank">Heather Joseph</a>, executive director of an open access advocacy organization called <a rel="noopener noreferrer" href="https://sparcopen.org/" target="_blank">SPARC</a>, says the extraordinarily fast development of COVID vaccines and therapeutics “is one of the single most visible and visceral expressions of how openness works.” Yet, as she points out, as the crisis began to wane so did the number of preprints. </p> <p>Joseph’s organization argues that the current model of scientific communication, which focuses on publication in what are perceived as “prestigious” journals, despite their limits on access, doesn’t help anyone but the journals. </p> <h2>Accelerating the trend toward accessible research </h2> <p>Consider this: Each year since we implemented our original Open Access Policy in 2015, we have paid around US$6 million in APCs to ensure that our grantees’ research is published outside of paywalls. We’ve become convinced that this money could be better spent elsewhere to accelerate progress for people. </p> <p>We realize that this policy change won’t remove all hurdles to open access. But after conducting considerable research into this issue, including discussions with our grantees and with other scientists and advocates, we believe it’s one more step in the right direction. </p> <p>As Joseph says, “Knowledge sharing is a human right.” </p> <p>Our hope is that this refreshed policy, which will take effect in January 2025, will help accelerate the trend toward true open access, and that even more organizations will join us in this effort. </p> </section> </div> </section> <section class="component container container--100 "> <div class="container__col container__col--100"> <div class="article-metadata component article-metadata--full" id="bottomAuthors" lang="en" dir="ltr"> <div class="article-metadata__article-info"> <div class="article-metadata__info-block"> <span class="article-metadata__label">More in:</span> <span class="article-metadata__text article-metadata__text--stacked"> <a class="link" href="/search?q=Research & Development">Research & Development</a> </span> </div> <div class="article-metadata__info-block"> <span class="article-metadata__label">Published:</span> <span class="article-metadata__text">Mar 27, 2024</span> </div> </div> <div class="article-metadata__author-info"> <div class="article-metadata__eyebrow">Author</div> <div class="article-metadata__cards"> <div class="article-metadata__card"> <div class="article-metadata-card component"> <div class="article-metadata-card__author-metadata"> <div class="article-metadata-card__image"> <img src="/-/media/gfo/3about/3people/headshot_estee-torok.jpg?h=2400&iar=0&w=3000&rev=395281a6669b482ab4c88f868cd3c379&hash=2FA0D8A076D4B00BF5B0B633FE7D354D" alt="Estee Torok" srcset="/-/media/gfo/3about/3people/headshot_estee-torok.jpg?rev=395281a6669b482ab4c88f868cd3c379&w=1500&hash=4FD732DB0FD7316055E46694B5893568 1x, /-/media/gfo/3about/3people/headshot_estee-torok.jpg?rev=395281a6669b482ab4c88f868cd3c379&w=3000&hash=B448EB5566C5147369264BE5A0C69A21 2x" disablewebedit="True"> </div> <div class="article-metadata-card__name"> Estee Torok </div> <div class="article-metadata-card__occupation"> Senior Program Officer, Malaria, Gates Foundation </div> <div class="article-metadata-card__description"> Dr. Estee Torok leads the malaria molecular surveillance portfolio, working to detect biological threats to malaria control in endemic countries and to inform response strategies. </div> </div> </div> </div> </div> </div> <div class="article-metadata__article-info"> <div class="article-metadata__info-block"> <span class="article-metadata__label">More in:</span> <span class="article-metadata__text article-metadata__text--stacked"> <a class="link" href="/search?q=Research & Development">Research & Development</a> </span> </div> <div class="article-metadata__info-block"> <span class="article-metadata__label">Published:</span> <span class="article-metadata__text">Mar 27, 2024</span> </div> </div> </div> </div> </section> </div> </section> </section> <section class="component container container--bleed " id="Container-576d8eb4-06ce-49cf-851e-ba6c517ba34c" style=" "> <section class="section-headline component component--headline container " lang="en" dir="ltr"> <h2 class="section-headline__title">Read next</h2> <div class="section-headline__cta"> <a class="arrow-link arrow-link--arrow" href="/ideas"> <span>View all ideas</span> <svg class="icon icon--arrow-right" aria-hidden="true" focusable="false"> <use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="/Areas/GFO/assets/img/svg-sprite.svg?v=5b17a77b3a5a2c420ab62b2dcee114121b660e74#arrow-right"> </use> </svg> </a> </div> </section> <section class="component container container--30-30-30 "> <div class="container__col container__col--30"> <section class="article-promo component" lang="en" dir="ltr"> <figure class="article-promo__media" > <a href="/ideas/articles/grand-challenges-grants-twenty-years" title="How to solve tough global health problems? Build community." data-gtm-element="promo image" data-gtm-link="/ideas/articles/grand-challenges-grants-twenty-years"> <img srcset="/-/media/gfo/5ideas_articles/articles/20231003-grand-challenges-grants-twenty-years/ga12225867_ma600429_1600x1000.jpg?rev=1e64ae1fbf164b15a5a9c2fa75ff57a8&w=400&hash=1EA17F021445346BC3037C7A0803839D 400w,/-/media/gfo/5ideas_articles/articles/20231003-grand-challenges-grants-twenty-years/ga12225867_ma600429_1600x1000.jpg?rev=1e64ae1fbf164b15a5a9c2fa75ff57a8&w=800&hash=354A9C8F04E8299615C2820F16661D53 800w,/-/media/gfo/5ideas_articles/articles/20231003-grand-challenges-grants-twenty-years/ga12225867_ma600429_1600x1000.jpg?rev=1e64ae1fbf164b15a5a9c2fa75ff57a8&w=1200&hash=913142C2D03844F1417EA23C35993567 1200w,/-/media/gfo/5ideas_articles/articles/20231003-grand-challenges-grants-twenty-years/ga12225867_ma600429_1600x1000.jpg?rev=1e64ae1fbf164b15a5a9c2fa75ff57a8&w=1600&hash=E73B6FC58AB374C8A275C3FBDE7F01EE 1600w" alt="Kedest Tesfagiorgis Deputy Director, Global Partnerships & Grand Challenges, Bill & Melinda Gates Foundation delivers opening remarks at Grand Challenges Annual Meeting 2019 at the United Nations Conference Centre in Addis Ababa, Ethiopia on October 28, 2019." sizes="(min-width: 770px) 770px, 100vw" loading="lazy"/> </a> </figure> <div class="article-promo__content"> <div class="article-promo__eyebrow" > </div> <h2 class="article-promo__title"> <a class="link" href="/ideas/articles/grand-challenges-grants-twenty-years" data-gtm-element="promo header" data-gtm-link="/ideas/articles/grand-challenges-grants-twenty-years" data-gtm-text="How to solve tough global health problems? Build community.">How to solve tough global health problems? Build community.</a> </h2> <div class="article-promo__description"> The leader of Grand Challenges shares how the initiative funds 4,000 research teams to advance some of the coolest science happening today. </div> <div class="article-promo__author"> <span class="article-promo__author-text"> By Kedest Tesfagiorgis </span> <span class="article-promo__location"> Deputy Director, Global Partnerships and Grand Challenges, Gates Foundation </span> </div> </div> </section> </div> <div class="container__col container__col--30"> <section class="article-promo component" lang="en" dir="ltr"> <figure class="article-promo__media" > <a href="/ideas/articles/how-cemas-epidemiological-modeling-impacts-health-in-kenya" title="Meet the innovators training the next generation of African data experts" data-gtm-element="promo image" data-gtm-link="/ideas/articles/how-cemas-epidemiological-modeling-impacts-health-in-kenya"> <img srcset="/-/media/gfo/5ideas_articles/articles/20230222-how-cemas-epidemiological-modeling-impacts-health-in-kenya/hero_ideas_cema-oral-history_kf_20230203-9_02222023_1600x1000.jpg?rev=ddd45f2dcbb444aeb628ef7b2b517f4a&w=400&hash=F45FF5026B679BA8ED36B612A551AAD9 400w,/-/media/gfo/5ideas_articles/articles/20230222-how-cemas-epidemiological-modeling-impacts-health-in-kenya/hero_ideas_cema-oral-history_kf_20230203-9_02222023_1600x1000.jpg?rev=ddd45f2dcbb444aeb628ef7b2b517f4a&w=800&hash=87715300897D0E45612B169422E2D92E 800w,/-/media/gfo/5ideas_articles/articles/20230222-how-cemas-epidemiological-modeling-impacts-health-in-kenya/hero_ideas_cema-oral-history_kf_20230203-9_02222023_1600x1000.jpg?rev=ddd45f2dcbb444aeb628ef7b2b517f4a&w=1200&hash=7ADC76C3035B9D27D8A82C4C6FB917FC 1200w,/-/media/gfo/5ideas_articles/articles/20230222-how-cemas-epidemiological-modeling-impacts-health-in-kenya/hero_ideas_cema-oral-history_kf_20230203-9_02222023_1600x1000.jpg?rev=ddd45f2dcbb444aeb628ef7b2b517f4a&w=1600&hash=FA2226B0D1A30299E7B9ED5BF288B594 1600w" alt="Dr. Loice Achieng Ombajo, Dr. Shikoh Gitau, and Dr. Thumbi Mwangi discuss an upcoming meeting at The Center for Epidemiological Modelling and Analysis (CEMA) at the University of Nairobi in Nairobi, Kenya. " sizes="(min-width: 770px) 770px, 100vw" loading="lazy"/> </a> </figure> <div class="article-promo__content"> <div class="article-promo__eyebrow" > </div> <h2 class="article-promo__title"> <a class="link" href="/ideas/articles/how-cemas-epidemiological-modeling-impacts-health-in-kenya" data-gtm-element="promo header" data-gtm-link="/ideas/articles/how-cemas-epidemiological-modeling-impacts-health-in-kenya" data-gtm-text="Meet the innovators training the next generation of African data experts">Meet the innovators training the next generation of African data experts</a> </h2> <div class="article-promo__description"> When the COVID-19 pandemic broke out, Kenya needed to slow the spread of the disease and understand its impact to essential health services. Three Kenyans teamed up to help. </div> <div class="article-promo__author"> <span class="article-promo__author-text"> </span> </div> </div> </section> </div> <div class="container__col container__col--30"> <section class="article-promo component" lang="en" dir="ltr"> <figure class="article-promo__media" > <a href="/ideas/articles/deworm3-clinical-trials-show-the-value-of-informed-research" title="“Uninformative research” is the global health crisis you’ve never heard of" data-gtm-element="promo image" data-gtm-link="/ideas/articles/deworm3-clinical-trials-show-the-value-of-informed-research"> <img srcset="/-/media/gfo/5ideas_articles/articles/20230111-deworm3-clinical-trials-show-the-value-of-informed-research/hero_ideas_dac_mm636354_01112023_1600x1000.jpg?rev=d305d4cbff664d30be4a83b2c3fa65b1&w=400&hash=8A52D0B5E8ECE0A4DD26C09F149C979F 400w,/-/media/gfo/5ideas_articles/articles/20230111-deworm3-clinical-trials-show-the-value-of-informed-research/hero_ideas_dac_mm636354_01112023_1600x1000.jpg?rev=d305d4cbff664d30be4a83b2c3fa65b1&w=800&hash=228A87CE641A5F2E5ECCF015D8443289 800w,/-/media/gfo/5ideas_articles/articles/20230111-deworm3-clinical-trials-show-the-value-of-informed-research/hero_ideas_dac_mm636354_01112023_1600x1000.jpg?rev=d305d4cbff664d30be4a83b2c3fa65b1&w=1200&hash=D5FD47FFDA8DEABF1644560994188B31 1200w,/-/media/gfo/5ideas_articles/articles/20230111-deworm3-clinical-trials-show-the-value-of-informed-research/hero_ideas_dac_mm636354_01112023_1600x1000.jpg?rev=d305d4cbff664d30be4a83b2c3fa65b1&w=1600&hash=1289C91E4A7CDE51E5D062A7E5FF3C15 1600w" alt="Deworm3 field workers travel on foot to collect soil and stool samples, and distribute deworming medication to villagers as a part of Dr. Ajjampur’s study in Vellore, Tamil Nadu, India on November 29, 2022." sizes="(min-width: 770px) 770px, 100vw" loading="lazy"/> </a> </figure> <div class="article-promo__content"> <div class="article-promo__eyebrow" > </div> <h2 class="article-promo__title"> <a class="link" href="/ideas/articles/deworm3-clinical-trials-show-the-value-of-informed-research" data-gtm-element="promo header" data-gtm-link="/ideas/articles/deworm3-clinical-trials-show-the-value-of-informed-research" data-gtm-text="“Uninformative research” is the global health crisis you’ve never heard of">“Uninformative research” is the global health crisis you’ve never heard of</a> </h2> <div class="article-promo__description"> Clinical trials are essential for making progress in global health, but many fail to yield results. A foundation program is working to change the status quo. </div> <div class="article-promo__author"> <span class="article-promo__author-text"> </span> </div> </div> </section> </div> </section> </section> <section class="component js-email-signup email-signup js-email-signup-modal email-signup--modal" style="" data-scroll-depth="50" lang="en" dir="ltr"> <div class="email-signup__inner email-signup__inner--interstitial"> <div class="email-signup__details"> <span class="email-signup__title">Sign up for <em>The Optimist</em> newsletter</span> <div class="email-signup__description rich-text"> Subscribe to The Optimist to get weekly updates on the latest in global health, gender equality, education, and more. </div> </div> <form class="sc-form js-form email-signup__form js-sc-email-signup1" action="https://go.communications.gatesfoundation.org/l/701613/2020-10-13/d1rjv" data-newsletter-signup-component="true" data-newsletter-signup-component-name=Interstitial method="get" novalidate 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