sparc europe annual report 2016 310117 · 17-18 may 2016, amsterdam • making open the default in...
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SPARCEuropeAnnualReport2016
In2016,SPARCEuropehasbeenpavingthewayforthetypeofworkitintendstofocusonbetweennowand2020.AfterstructuredconsultationwithOpenScienceandScholarship(OS)Europeanleaders,andbyconductingresearchintoOpenScienceactivityinEuropein2016,SPARCEurope(SE)nowhasastrategicplanandaworkplanthatwillstrivetomake‘Open’thedefault.Ithasstartedtodothisin2016byshowcasingOpenScience/ScholarshipprogressinEuropeandpromotingdiscourse,bymakingstepstowardssustainingOSservices,contributingtoculturalchangeintheresearchcommunity,andbygainingmoreofanunderstandingastowhatneedstobedoneformoreOpenScienceinEurope.1
1. EstablishingthestrategyforSPARCEuropein2016-2020
SPARCEuropepublishedanewstrategicplaninearly2016usinginputfromitsmembers,interviewdatafrom25keyOpenSciencestakeholders,aSWOTanalysis,anOpenAgendaorganisationmapping,andrecommendationsfromanindependentconsultant.
Ournewvisionis:
“Drivingtomakemoreresearchaccessibletoall,andstrivingtomake‘Open’thedefaultinEurope–fortheacademiccommunity,education,industry,andsociety.”
Ourmissionis:
“ToprovideleadershiptoEurope’sresearchcommunitytoenabletheconditions,opportunitiesandrightsformoreaccesstoEurope’sresearchforall.”
Sincethereismuchtobedonetomake‘Open’thedefaultintheareasofscienceandscholarship,SPARCEuropewillfocusonOpenAccesstoPublications,OpenPeerReview,OpenData,andOpenEducationalResources,aswellasResearchEvaluation,andResearchIntegrityinthecomingyears.Itwillcontinuetoteamupwithconsultantstoaccomplishmoreintheseareas,andwillworktogetherwithotherorganisationsthatprioritiseOpenScience.
Formoreonourworkplan,seebelow.
2. HelpingcreateOpenculturalchange
SPARCEuropelaunchedEurope’sOpenAccessChampionsin2016andwontheLIBERInnovationAwardforitinthesameyear.FourteenSPARCEuropememberscontributedtothisshowcaseofstoriesandvisionsfromOpenAccess(OA)leadersfromtheresearchcommunitiesofvariousEUcountriesanddisciplines.SPARCEuropewasconsequentlyinvitedtowriteanarticleandachapter,andpresentatseveralmoreeventsinEuropetoemphasisetheimportanceofchangingculturethroughmoredirectengagementwithresearchersandresearchadministrators.In2016,SPARCEuropealsobeganworkonEurope’sOpenDataChampions,whereitisfocussingonthosewhoaretakingsignificantactiontoopenuptheirandtheircolleagues’datainEurope.ThisisinlinewiththeSPARCEuropebeliefthatstimulatingthegoodpracticeofsharingopendata,openaccessoropeneducationalresourcesamongstpeersintheresearchcommunitywillhelpinspireotherstoadoptmoreOpenresearchpractice.
1PleasenotethatanumberofstrategicactivitieshadbeendeferreduntilasuitableDirectorwasinplace.ThiswasachievedinNovember2016.
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3. ShowcasingthestrongOpenScienceworkofothers
AspartofitspluralisticapproachtoOpenresearchpracticeandtomaking‘Open’thedefault,SPARCEuropecontinuedtodomoreworktoaccentuatetheresultsofsomeofEurope’sOpenSciencekeyinfluencers.Forexample,itsummarisedandpublicisedprogressmadebytheEuropeanUnionontheAmsterdamCallforActiononOpenScience,andresultsoftheCompetitiveCouncil.ItfurthermoresupportedtheEuropeanCommission’sProposalforaDirectiveoftheEuropeanParliamentandoftheCouncilonCopyrightinaSingleMarketbywritingaformalresponse.SPARCEuropewasinunisonwiththeviewsexpressedbyLIBER,LERUandEBLIDA.
SPARCEuropealsostartedwithanewsetofactivitiestopromotediscourseonsomeofthesignificantworkbeingdonetoimplementOpenScienceinEurope.Inlate2016,SPARCEuropehighlightedsomeoftheworkofMaxPlanckbyinvitingDrRalfSchimmertowriteapaperon“Makingmovestothelarge-scaletransitiontoOpenAccess”.Tostimulatediscourseonhisapproach,SPARCEuropeinvitedarangeofexpertstoprovideavarietyofopinionsonhisvision.Inthecomingyears,SPARCEuropeintendstopromotearangeofapproachestoOpenScienceledbysomeofEurope’sOSleaders.Insodoing,itwillhelpreach,informandengagemoreofEuropeandbringtheOpenSciencesupportcommunityuptospeedwithprogressinOpenScienceandScholarship.
4. SupportingthesustainabilityofOpenScienceservices
2016alsosawSPARCEuropecarryforwardtheworkdonebyKnowledgeExchangeanditsPuttingdownroots,SecuringthefutureofOpenAccesspolicies.SPARCEuropeisfacilitatingworktoexplorehowtoimplementthiswork.Asaresult,agroupofResearchPerformingOrganisations(universitiesandresearchinstitutions)andResearchFunderOrganisationshavemettwicetoexploretheestablishmentofaCommitteethatcouldhelpfundessentialOpenScienceservicesinfuture,ie.‘AGlobalSustainabilityCommitteeforOpenScienceServices.’ThisgroupcurrentlyincludesAOASGandCAULfromAustralasia,COAR,EIFL,EUA,theEuropeanResearchCouncil,DGResearchandInnovationattheEuropeanCommission,ScienceEurope,IFLA,LIBER,SPARCandSPARCEurope.
ThevisionistohaveanOpenScienceinfrastructureoffreelyavailableOpenScienceservicesfundedbypolicymakersandstakeholders,committingtoprovidesustainablefundingfortheoperationanddevelopmentofkeyservices.Themissionistoprovideanewco-ordinatedcost-sharingframeworktoensurethatnon-commercialOSservicesthatunderpinthedevelopmentofwiderglobalOpenSciencearesustainedinthefuture.
Togetherwiththegroup,SPARCEuropehasworkedonthetermsofreference,thecase,elementsofgovernance,andwhatinformationneedstobeprovidedbythoseserviceprovidersrequestingfunding.2017willseewhetherinternationalorganisationswillnowjoinsuchacommitteetocarryoutpilots.
5. MappingOpenScienceinEurope
Inrecentyears,EuropehasseenanaccelerationinOpenScience/Scholarshippolicy(OS),serviceoffers,infrastructuredevelopment,andacontinuingneedforsupportingculturalchange.TheseareasareincreasinglybeingaddressedbymanyorganisationsacrossEuropethatserveResearchFunderOrganisations(RFOs),ResearchPerformingOrganisations(RPOs),theirlibrariesanddiverseresearchcommunities.BeforeSPARCEuropestartedworktoseehowtostrengthenOSsupportinEurope,itwantedtolookatwhowascurrentlyprovidingwhattypesofservicesinEurope.FindingsinthispreliminaryreportshowthatorganisationsseemtobelargelyofferingOSinformationandknowledgeaggregationservices;recommendationsandguidelines,briefingorpositionpapers;trainingandeducationalactivitiessuchaswebinars,workshopsandconferences.
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SPARCEuropewillfurtherinvestigatehowfarstakeholdergroups,goalsandactualactivitiesoverlapinparticularareas,tobeabletodeterminewheremoresynergiescanhelpmakefurtherprogress,andwhereonecanperhapsspeakmoreinunison.ThesmallstudyalsohighlightedpotentialgapswhensupportingyoungresearchersandOpenScience/Scholarship;intheareasofpolicyenforcementandmonitoring;inOpenScienceleadershipcapacity-building;andinOpenEducationalResource(OER)work.SPARCEuropewillthereforetargetsomeoftheseareasinfutureyears,includingpolicyandyoungresearchersupportandOER.
Formoreinformationonallresults,seethereporthere.
6. InformingandliaisingwiththeOpenSciencecommunity
AspartofSPARCEurope’sadvocacywork,itcommissionedaBusinessPlanToolkitforPublishinganOpenAccessJournal.ThishelpsothersdevelopabusinessplantomakethecaseforanOAjournal.Itincludesguidance–forresearchinstitutionsintendingonpublishinganOAjournal–ondescribingthebusinessventure,themarket,governanceandownership,operations,marketing,financialplanningandriskassessment,forexample.
SPARCEuropehostedaworkshopinHelsinkiin2016asasatellitetoitsmembers’meetingandtoLIBER’sAnnualConferenceonMaking‘Open’theDefault.ItprimarilybroughttogetherOpenAccessChampionsfromCroatia,France,Norway,andtheUKtosharetheirviewsonwhatlibrariesand,aboveall,researcherscandotomake‘Open’thedefault.Participantsdiscussedtheirapproaches,experiencesandvisions,sharingtheminadifferentcontextamongstpeersfromdifferentdomains,bringingthemandtheaudiencenewinsightsintothepathahead.
SPARCEuropealsopresentedatseveralinternationaleventsin2016,including:
§ LIBERAnnualConference2016,29June-1July2016,Helsinki
§ RepositoryFringe2016,1-2August2016,Edinburgh
§ MuninConferenceonScholarlyPublishing,21-22November2016,Tromso
Whilstplanningitsworkplanforthecomingfouryears,SPARCEuropeattendedandactivelycontributedtosomeofthefollowing:
• OpenScienceConference,TheNetherlandsEUPresidency,4-5April2016,Amsterdam
• GreenLightforOpenAccess:AligningEurope’sOAPolicies,Pasteur4OAFinalConference,17-18May2016,Amsterdam
• MakingOpentheDefaultinScholarlyCommunication,andtheImplicationsfortheFutureofLibraries,QQML2016,25May2016,London
• FOSTERFinalMeeting,28June2016,Helsinki
• OpenKnowledgeLeadersProgramme,16-17July2016,Berlin,andonlineprogramme
• OpenAccessTage,10-11October2016,Berlin
• NationalPointsofReferenceMeeting,EuropeanCommission,10November2016,Brussels
• OpenCONBerlin,25-26November2016,Berlin
• LondonInfoInternational,6-7December2016,London
SPARCEuropewasfurthermoreinvitedtowriteachapterforaCroatianbookonOpenAccessinScienceandHigherEducationbySkolskaKnjiga,2017(forthcoming).
WiththeviewtoworkmorecloselywithorganisationswhereOpenScienceisapriority,SPARCEuropehasalsohadinitialexploratorytalkswithSPARC(US),LIBER,OpenAIRE,COAR,EIFLandOASPA,aswellaswithfunderssuchastheWellcomeTrustandtheEuropeanCommission’sDG
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Research&Innovation,aswellaswithsomeofitsmembers.SPARCEurope’svisionandimplementationplansseemtobeinlinewithandcomplementarytocurrentworkbeingcarriedoutinEuropeintheareaofOpenScience.SPARCEuropeverymuchlooksforwardtoworkingtogetherwiththesedriversandothersinthecomingyearstohelpmake‘Open’thedefault.
7. Planningtheworktobedonetohelpmake‘Open’thedefault
AsaninternationalorganisationwithaEuropeanfocus,SPARCEuropewillcontinuetoinfluenceOpenScholarshipleadershipinEuropetodevelopOpenpolicy,anditwillfacilitatetheimplementationofthatpolicytohelpensure‘Open’indeedbecomes‘Open’.SPARCEuropewillprovideadvocacy,guidance,toolsandservicestofacilitatethis,andwillfocusonaggregatingEurope’sknowledgeonOpenSciencetospeedupprogressinternationally.
WhatwillbeessentialistosupportandstrengthenthesometimesrichbutfragmentedanddisparateOpenScholarship(OS)supportinEuropesincetheOSlandscapehasbecomesofertileinrecentyears.Furthermore,awiderangeofdecision-makersallplayanintegralpartinmaking‘Open’thedefault,i.e.RPOresearchmanagers,funders,researchsocietiesandacademies,andresearchassessmentbodies.Inthiscontext,SPARCEuropewillstrivetohelpmorecommunitiesintheirgoalstoachievemoreOpennessfromthefunding,researchevaluation,scientificandlibrarycommunities,tocreatemorefruitfulandsustainableOpenScholarshipresults.
FourprogrammeswillframeSPARCEurope’sworkofthecomingyears:
I. InfluenceEurope’sOpenScienceandScholarshipdecision-makersandscholarsTargetingadditionalstakeholderssuchasfunders,researchassessmentbodiesaswellas deansandresearchmanagement;buildingontheworkofchampions;bringingEuropean goodpracticeonopensciencepolicytopolicymakers;andsupportingyoungresearchers
II. SupportandstrengthentheOpenScholarship(OS)supportcommunityinEurope Highlightingand addressinggapsandoverlapsintheEuropeanOSoffering;and facilitatinghowtobettersustain OSservicesinthefuture
III. Provideadvocacy,guidance,toolsandservicesinsupportoftheimplementationand monitoringofopenpoliciesBuildingtheSPARCEuropechampionsprogramme(OpenDataandOER)andprovidingtools andoutputstosupportresearchleaders/managersandfunderstowardsmoreopenness.
IV. CarryoutEuropeaninformation-gatheringanddissemination,includingthesharingofgood practiceandEuropeanexperienceConductingshortlandscapesstudiesorcasestudies;showcasingstrongOSworkand facilitatingthedisseminationofmoreEuropeannewsonOS.
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8. StrengtheningtheSPARCEuropebrand
SPARCEuropehasreviseditslogo,andhasanewcorporatedesignthatisreflectedinnewpresentationanddocumenttemplatesconveyingmoreopennessandclarity.Acompletelynewwebsiteisalsocurrentlyunderwaytobepublishedinveryearlyspring.Asnapshotofthenewdesignispresentedbelow.
Thankyouforsupportingusinmakingfurtherchangeby
beingaSPARCEuropemember