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.

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/

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

Canadian Open Access Mandate Policies (Institutional) (Selected)

• Athabasca University• Concordia University• Mount St. Vincent University• University of Calgary: Library and Cultural

Resources

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

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

Policy & advocacy

• Keck & Sikkink – transnational advocacy networks

• Global scope of the OA movement

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

Organizational culture & policy

• Top-down• Bottom-up• Local faculty IP / employment conditions

Roles for librarians

• OA policy advocacy (campus & funding agencies)

• Education• Facilitating compliance– Author’s rights– “Self” archiving

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

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)

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?

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?

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)

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?

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

Open access: some issues

• Open access archives: versions• Open access publishing: quality of new

entrants (Open Access Scholarly Publishers’ Association)

• Economics• Lobbying (policy)

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

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

OA: some tools & resources

• ACRL Scholarly Communication Toolkit• http://www.arl.org/sparc/media/11-0526.sht

ml• Twitter #openaccess

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

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