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OA Investment Criteria and Lever Press

June 2025

Overview

As the scholarly publishing landscape evolves, the number of open access publishing initiatives has grown significantly since Lever Press first launched in 2016. Faced with an increasing number of competing OA projects yet often shrinking budgets, many libraries are developing OA investment criteria or guidelines to help them make the most informed decisions when considering which OA initiatives to support. Recently we reviewed and responded to the OA Investments Evaluation Rubric created by the University of Florida Libraries Open Access Committee (shared under a CC-BY-SA license at https://doi.org/10.17605/OSF.IO/RYHFU) to see how well Lever Press aligned with those criteria. Read our summarized responses.

Inspired by the University of Florida Libraries' rubric, we created this page of expanded responses in hopes these details about how Lever Press operates will assist libraries who may be conducting their own evaluations. Click the section heading to expand and see details.

Lever Press is a born-digital, fully open access scholarly press whose operating costs are funded by the academic library members who support and govern it. As a diamond OA publisher, there is never a charge to authors or their institutions to publish with Lever, and its books are free to read and download by anyone anywhere with an internet connection.

Among OA initiatives, Lever Press is unique in that it is governed by an oversight committee composed of representatives nominated from and elected by its member libraries; as such, academic libraries don’t just support Lever Press, they are the press. When libraries invest in Lever Press, they invest in themselves and those they serve. To put it another way, consider “value for values”--Lever Press embodies the values and commitments shared by the member libraries who provide Lever’s financial and leadership support.

As noted in Making the Case for Lever Press, “We [academic libraries] have an obligation to craft models of scholarly publishing that align with our values, models that both benefit those who need access to information and those who produce the research. Lever Press does both.”

Lever’s stated values are:

  • leadership and the courage to push existing boundaries
  • diverse voices and viewpoints
  • the principles of equity and social justice
  • building community among our members and beyond
  • continuous learning

(Lever Press Our Values)

Lever seeks out, identifies, evaluates, and advocates for transformative scholarship that

  • Emerges from creative dialogue within and between traditional fields of inquiry, with an emphasis on disciplinary innovation and transformation;
  • Engages with issues of social and civic importance; and
  • Transcends divisions between research and teaching by drawing from new models of collaborative inquiry addressing a broad audience.

(The Lever Press Editorial Program)

  • The Lever Press funding model described on the Join Us web page is intended to share the costs of running the press equitably among its members, and anticipates that a net membership gain over the previous phase in excess of the estimated required budget will result in reduced costs for all members (i.e., the more members who join, the less it will cost for everyone)
  • The membership model uses a tiered pledge fee structure based on an institution’s most current materials expenditures; annual pledge fees range from $500 to $12,000 and have not increased since 2022
  • The current Lever Press agreement is for a term of three years, and a copy of the pledge agreement is linked to on the Join Us page
  • Lever’s current budget is $359,150 and is based on a goal of publishing 10 - 12 titles per year
  • The average production direct cost per book is roughly $5,600 ($8,000 if production staff salaries are factored in)
  • Lever’s revenue comes from pledge fees (currently pledged at $309,000/year); its expenses fall under the categories of Acquisitions and Editorial (currently budgeted at $20,000), Book Production (currently budgeted at $56,650), and Overhead (currently budgeted at $282,500) which includes salaries and benefits for staff members

  • As a diamond OA publisher, there is never a charge to authors or their institutions to publish with Lever Press, and its books are free to read and download by a global audience
  • Lever Press is a not-for-profit 501(c)(3) initiative and a member of the Association of University Presses
  • Lever authors retain copyright, publish under a Creative Commons license of their choosing, and receive a $1,000 honorarium per book
  • Lever Press also pays its editorial board and peer reviewers, democratizing the scholarly communication system
  • Manuscripts undergo a rigorous peer review process (Peer Review Commitments and Guidelines), which is clearly signaled within the book and on the book’s online catalog page upon publication
  • An editorial board composed of faculty nominated from pledging institutions and confirmed by the oversight committee oversees the title acquisition, review, and development process, ensuring the scholarly quality of a work and its alignment with the editorial program. Editorial board members receive a stipend for their service.
  • Multiple Lever Press authors have been interviewed on the New Books Network and other outlets, and its titles have been reviewed in publications such as Kirkus Reviews, Bryn Mawr Classical Review, Englewood Review of Books, and Music and Musical Performance: An International Journal
  • A growing number of titles are also award finalists or winners, including

Some thoughts from authors on why they chose to publish with Lever Press:

We wanted to work with a publisher “who is aligned with our values of giving voice to people. We have noted that Lever Press seeks proposals that bring diverse perspectives to current social, moral, and political issues.” [Phillip Joy, Mount Saint Vincent University, co-editors, Queer Compassion in 15 Comics]
“As professors who teach in liberal arts programs, we are also attracted to Lever Press’s commitment to interdisciplinary, accessible, public humanities scholarship that embraces undergraduates as a primary segment of its audience.” [Suzanne Churchill, Davidson College, Linda A. Kinnahan, Duquesne University, and Susan Rosenbaum, University of Georgia, co-authors, Travels with Mina Loy: Navigating the Avant-Garde (forthcoming)]
“We are passionate about Lever Press’s open-access platform and the suitability of publishing research with its roots in the digital humanities in a born-digital format.” [Mackenzie Cooley, Hamilton College, and Wu Huiyi, CNRS (France), editors, Knowing an Empire: Early Modern Chinese and Spanish Worlds in Dialogue]
“I was struck by the novelty of the approach to digital publishing and by the broad coalition of institutions behind [Lever Press]. Its funding and publishing model has really convinced me. The association with liberal arts colleges and the focus of the program make the press a very good fit with my manuscript. Both are cross-disciplinary in nature, interested in broad societal issues and socially engaged, while remaining committed to high standards of scholarly work.” [Gregor Dobler, Freiburg University, author, Being at Liberty: The Productive Force of Unproductive Moments (forthcoming)]
“Lever’s mission matters to me on a personal level: I’m an Indigenous studies scholar, and much of my work concerns Indigenous communities. I was able to easily share my research with participating tribal community members—there was nothing in the way of red tape that often makes research reciprocity difficult. Overall, this aligns with my understanding of the liberal arts mission: interdisciplinary materials shared with a wide audience in the pursuit of better global education and understanding.” [Zoe Antoinette Eddy, Worcester Polytechnic Institute, editor of forthcoming title]
“[M]y hope is to reach a broader group of readers than just those who have access to well-appointed research libraries or can pay the high costs of scholarship published by commercial publishers. As a teacher, I find the thought of accessible research being available for use in a class without having to consider the cost for students or the department quite appealing—the possibility to use a CC BY-NC license is a strong point in Lever Press’s favor from my perspective.” [Stefan Ekman, University of Gothenburg, author, Urban Fantasy: Exploring Modernity through Magic]
“The Platinum open access model is a key reason for Lever Press to be my first choice of publisher for this project. Broadening access to knowledge, broadening definitions of knowledge, and diversifying audiences and styles of scholarly enquiry, are guiding principles in deciding what to write, and where and how to publish.” [Jo Lindsay Walton, University of Sussex, author of forthcoming title]

For more insights, see the impact story Why Authors Publish With Lever Press.

Lever Press titles are hosted on the open-source publishing platform Fulcrum, a project of the University of Michigan and created and hosted by the University of Michigan Library. As such, Lever book content benefits from the publishing and technology services the platform offers. Fulcrum’s design principles are centered on flexibility, durability, discoverability, accessibility, and integrity. (Fulcrum)

Read more about Fulcrum’s multi-pronged approach to accessibility.

Examples of how this work benefits real-world users of Lever Press titles*:

“Please keep producing robust OA works! It's been so frustrating to see publishers create works with the label OA that are not actually accessible…We yearn for a reading experience that doesn't tax us for being disabled. THANK YOU for leading the efforts to make an accessible reading experience more possible.” [reader of What Kind of Island in What Kind of Sea]
“It's incredibly helpful to be able to access this book electronically and for free. I can't always get digital copies of books, which means I cannot read them with text-to-voice software that accommodates my disability.” [reader of Faculty as Global Learners: Off-Campus Study at Liberal Arts Colleges]

*Comments contributed voluntarily from readers via Fulcrum’s Free Ebook Survey. See more comments from users in Impact of Lever Press Titles.

  • Fulcrum is committed to the preservation of the content it hosts and utilizes a number of strategies and partnerships to accomplish this including strategic, institutional, and geographic diversity and partnerships with preservation organizations such as CLOCKSS and Academic Preservation Trust
  • The Fulcrum Preservation Statement conforms to the University of Michigan Library’s Digital Repository Services Digital Preservation Policy

Learn more details about Fulcrum’s preservation approach.

  • Fulcrum is a product of the University of Michigan and is created and hosted by the University of Michigan Library. As such, Fulcrum adheres to U-M’s policies and privacy statement.
  • U-M strives to:
    • Collect, store and use the minimum amount of personal information that is necessary for its legitimate business purposes, and to comply with applicable legal obligations.
    • Take reasonable steps to ensure the personal information we manage is accurate and up-to-date.
    • Limit who has access to the personal information in our possession to only those who need it for a legitimate, specific purpose.
    • Protect personal information through appropriate physical and technical security measures tailored to the sensitivity of the personal data we hold.
    • Communicate with our students, faculty, employees, suppliers, partners and others about how we use personal information in our day-to-day operations.
    • Provide opportunities to control your personal information, as permitted by applicable United States and other laws.
    • Consider privacy principles in the design of our projects or activities that involve the use of personal data.

Learn more about Fulcrum's privacy policy.

  • Lever Press makes MARC records and KBART files available for free download on its website under a CC0 license
  • Lever Press titles and metadata are delivered to a range of book indexers, library discovery services, and platforms including JSTOR Open, Muse Open, Open Research Library, OCLC WorldShare, Alma Community Zone, EBSCO Holdings & Linking Manager, and OAPEN/DOAB
  • The use of DOIs allows content to be reliably cited and enhances discoverability
  • Lever’s titles are hosted on the open-source publishing platform Fulcrum; usage and impact measurements are core to the platform’s design
  • Fulcrum partners with several organizations to make statistics and usage data available: Scholarly iQ, which provides COUNTER-compliant usage reporting;IRUS, a statistics service which aggregates COUNTER usage stats from an international collection of repositories; and the Curtin Open Knowledge Initiative’s Books Analytics Service Dashboard (BAS), which aggregates and displays usage information from multiple platforms including Fulcrum, JSTOR, and OAPEN; Altmetric.com badges on the books’ catalog pages track and visualize online conversations about the works
  • The Impact page on Lever’s website includes Stories of Impact, a global Readership Map that replays views or downloads of Lever content over the previous 4 weeks, and book usage statistics via the Book Analytics Dashboard

For questions or more information, or to become a Lever Press member, see our Join Us page and please contact info@leverpress.org.