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LIBR 559K – Open Access, UBC SLAIS, May 28, 2011
Heather Morrisonhttp://pages.cmns.sfu.ca/heather-morrison/
This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License.
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Open Access Policy
• SHERPA JULIET Research Funders’ Open Access Policies http://www.sherpa.ac.uk/juliet/
• Registry of Open Access Repository Material Archiving Policies http://roarmap.eprints.org/
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Canadian open access mandate polices (funding agencies) (selected)
• Canadian Institutes of Health Research Policy on Access to Research Outputs (data & articles)
• Canadian Cancer Society• Genome Canada• Ontario Institutes of Health Research• Michael Smith Foundation for Health Research
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Canadian Open Access Mandate Policies (Institutional) (Selected)
• Athabasca University• Concordia University• Mount St. Vincent University• University of Calgary: Library and Cultural
Resources
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International
• Research Councils UK• Wellcome Trust• U.S.• National Institutes of Health Public Access
Policy• Federal Research Public Access Act (re-
introduced 2010) http://www.arl.org/sparc/advocacy/frpaa/index.shtml
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What makes for good OA policy?
• OA archiving (green) not gold• OA required not requested• Deposit immediate even if access is delayed• Minimal embargo (delay) permitted• Not subject to publisher policy (funders &
universities are upstream)• Monitoring & enforcement
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Policy & advocacy
• Keck & Sikkink – transnational advocacy networks
• Global scope of the OA movement
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Culture, history, policy & advocacy
• Latin America – open access publishing– Scielo http://www.scielo.br/, Redalyc http://redalyc.uaemex.mx/
• UK – open access archiving & mandate policies– UK & Australia: Research Assessment Exercise (RAE)
• EU coordinated approach to research– DRIVER, PEER http://www.peerproject.eu/, EU open access
policy– Finland: all universities adopt OA policy at once
• North America – decentralized• China – centralized / Chinese National Academy of Sciences
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Organizational culture & policy
• Top-down• Bottom-up• Local faculty IP / employment conditions
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Roles for librarians
• OA policy advocacy (campus & funding agencies)
• Education• Facilitating compliance– Author’s rights– “Self” archiving
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Things to know about institutional policy
• Given a mandate, over 80% of researchers would self-archive willing (Swan & Brown; Vézina)
• Arthur Sale – on the effectiveness of OA mandates http://bit.ly/mC5MW5
• Funding agencies and university employment contracts are upstream from publishers
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Advocacy strategies
• Taxpayer rights / Alliance for Taxpayer Access• Public good• Research effectiveness / speed• Business (SMEs call for open access)
http://bit.ly/kQw2QB• Researcher champions• Alliances with like-minded groups (e.g. fair
copyright / net neutrality / open access)
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Exercise: OA advocacy - arguments (pairs / small groups & class)
• The initial focus of open access mandate policies was medical research funding agencies, where the public good arguments are easily understood by all.
• What about other areas? Let’s start with agriculture. Should scholarly literature in this area be openly accessible? Why or why not?
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Exercise: OA advocacy strategies: agriculture (small groups & class)
• How could people go about encouraging open access to the agricultural literature?– Who is involved?– What strategies might be employed to convince
them to transition to open access?
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Exercise: OA advocacy strategies: elevator speech (individual, small group & class)
• You just entered an elevator with a faculty member in one of the research areas we were just discussing. You have about a minute to make a pitch…
• (substitute other decision-maker for faculty member if you like)
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Exercise (class) – OA advocacy strategies
• Sage’s Action Research• Pay per view US $25 to view article at one
computer for one day • Strategies for encouraging change?
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Disciplinary differences
• Physics vs. chemistry• History: primary source materials• Literature: free access to public domain
materials, data-mining texts for research• Academic activists: expanded reach beyond
the academy
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Open access: some issues
• Open access archives: versions• Open access publishing: quality of new
entrants (Open Access Scholarly Publishers’ Association)
• Economics• Lobbying (policy)
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OA: some recent developments – traditional commercial publishers
• Sage Open http://bit.ly/kTvrRR (this week)• Job ad for forthcoming Elsevier OA journal Cell
Reports http://bit.ly/kB76Ny (May 9)• Nature Scientific Reports – first papers June 2011
http://www.nature.com/srep/marketing/index.html
• Wiley Open Access – launching in 2011 http://www.wileyopenaccess.com/view/index.html
• SpringerOpen journals http://www.springeropen.com/ - 2011
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Open access: some tools & resources
• News: Open Access Tracking Project http://www.connotea.org/tag/oa.new
• Open Access Directory http://oad.simmons.edu/oadwiki/Main_Page
• Scholarly Publishing and Academic Resources Coalition http://www.arl.org/sparc/
• SPARC OA Journal Publishing Resource Index http://www.arl.org/sparc/media/11-0526.shtml
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OA: some tools & resources
• ACRL Scholarly Communication Toolkit• http://www.arl.org/sparc/media/11-0526.sht
ml• Twitter #openaccess
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Collecting open access
• CUFTS Free! Open Access Collections http://www.eln.bc.ca/view.php?id=1129
• Legislative Library MARC Records http://www.eln.bc.ca/view.php?id=1876
• Electronic Journals Library http://rzblx1.uni-regensburg.de/ezeit/index.phtml?lang=en
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References
• Swan & Brown (2005). Open access self-archiving: an author study. http://eprints.ecs.soton.ac.uk/10999/
• Vézina, K. (2006). Libre accès à la recherche scientifique : opinions et pratiques des chercheurs au Québec. Partnership: the Canadian Journal of Library and Information Practice and Research 1:1 http://journal.lib.uoguelph.ca/index.php/perj/article/view/103