policies, policies.... an overview of 2012 so far

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E nabling O pen S cholarship Policies, policies .... An overview of 2012 so far Alma Swan SPARC Europe Key Perspectives Ltd Enabling Open Scholarship Luso-Brasilian Open Access Conference, Lisbon, 1-2 October 2012

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Policies, policies.... an overview of 2012 so far. - Alma Swan (SPARC EUROPE)

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Page 1: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

Policies, policies ....An overview of 2012 so far

Alma SwanSPARC Europe

Key Perspectives Ltd

Enabling Open Scholarship

Luso-Brasilian Open Access Conference, Lisbon, 1-2 October 2012

Page 2: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

New mandatory policies

Portugal: 3 institutional mandates

Spain: 1 institutional mandate

Argentina: 1 multi-institutional mandate

US: 4 institutional 1 sub-institutional

UK: 1 revised funder mandate

EU: 1 multi-national funder mandate

Page 3: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

Institutional mandates

End-November 2011 End-September 2012

Page 4: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

Funder mandates

End-November 2011 End-September 2012

Page 5: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

New Latin American initiative

La Referencia

Implementation rather than policy, but policy needs appear less in LAC

Page 6: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

Page 7: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

La referencia

8 (initial) Latin American countries

National harvesters working on IRs

RedCLARA: regional harvester

Standards and tools

Journal articles, theses, working papers

Launching Buenos Aires, November 2012

Page 8: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

European Commission

Research funder

Infrastructure funder

Policymaker

Page 9: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

European Commission

ERA (European Research Area) – EU Member States plus some others (Norway, Switzerland)• Collaborations and joint programmes• Harmonisation of research conditions

Horizon 2020 (2014-2020 funding programme)

Rules proceeding through European Parliament

Currently in committee stage

Green and Gold (Green mandate, Gold option)

Page 10: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

DG Research & Innovation

Page 11: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

Scientific data“Our vision is a scientific e-infrastructure that supports seamless access, use, re-use and trust of data. In a sense … the data themselves become an infrastructure – a valuable asset on which science, technology, the economy and society can advance.” (Neelie Kroes)

Start slowly, pilot, partner and build infrastructures

H2020 has a proposed DATA PILOT

Page 12: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

Research Councils UK (RCUK)

Authors must use ‘RCUK-compliant’ journals:

Offer a Gold option, or

Where a journal does not offer Gold it must offer the Green option with an embargo of <6 months

Page 13: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

Perverse consequences

Subscription journals lengthen their embargoes to >6 months

Subscription journals offer a Gold option = hybrid journals

UK authors must pay for this

No upper limit on APCs

Funds will be given from RCUK to universities to administer...

This is NOT a policy for others to follow!

Page 14: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

Thank you for listening

[email protected]

www.openscholarship.org

www.openoasis.org

Page 15: Policies, policies.... an overview of 2012 so far

Enabling Open Scholarship

Resources1. General, comprehensive resource on Open Access:

OASIS (Open Access Scholarly Information Sourcebook)

www.openoasis.org

2. Resource for policymakers, institutional managers:

EOS (Enabling Open Scholarship)

www.openscholarship.org

3. Open Access Map

www.openaccessmap.org