Open access .(title)

Science belongs to humanityAlma SwanEnabling Open Scholarship (EOS)

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Central Technological Library, University of SloveniaAnnual Workshop, 3 April 20141PASTEUR4OAOA Policy Alignment Strategies for European Union ResearchLouis Pasteur 1822-1895Science knows no country, because knowledge belongs to humanity, and is the torch that illuminates the world

PASTEUR4OA project objectivesCreate a Europe-wide network of expert organisations, one in each country (Knowledge Net)Modelled on Knowledge Exchange (5 countries)This network will take OA forward after the end of the project Update ROARMAPDevelop and use a methodology to measure policy effectivenessEngage policymakers across Europe (research and infrastructure funders and institutional managers)Catalyse OA policymaking, and alignment of policies with H2020H2020 policy developmentYears in the making (Commission)July 2012: policy announced (Commission)Rules for Participation:Amendments by ParliamentAmendments by CouncilLots of discussion!December 2013: Grant Agreement defines final, practical responsibilities for authors:Immediate depositIf embargoed, open at end of embargo periodPermitted embargoes: 6 months STM, 12 months HASSAim to deposit research dataH2020 and Open AccessMandatory for peer-reviewed publicationsGreen OA mandate (repositories) Publish as normal in subscription-based journalsPlace authors copy in OA repositoryPermits payments from grants for OA journal publication: Gold OAMute on monographs, but may be quite progressive on this in practiceDefinite on data, announcing an open data pilot for H2020FP7 >> H2020FP7H2020Green policy: make best effortsGreen mandate (obligatory)Gold payments eligibleGold payments eligibleCovers 20% of research (selected fields)Covers 100% of research (all fields)6/12 month embargoes6/12 month embargoes

Mute on monographsMute on monographs Nothing on Open DataOpen Data pilotRecommendation to MSMember States develop policies on OAConsistency between H2020 policy and those of MSCoordination of MS at EU levelReporting at MS and EU levelMulti-stakeholder dialogue to be established

Policy alignmentIrons out dissonances for researchers working in interdisciplinary areas or on international teamsSupports EU harmonisation agenda for ERA (research conditions, researcher mobility, etc) Key issue in changing author practices and normsAllows generic infrastructural services to be established in support of policyAlready +/- aligned in the ERAAustria (Austrian Research Council, 2006)Belgium (Flanders, 2007)Belgium (Wallonia, 2013)Denmark (the 5 research councils, 2012)Hungary (Hungarian Research Fund, 2009)Ireland (the 4 research funders + research organisations, 2012)Italy (Ministry of Education, Universities and Research, 2014))Norway (Norwegian Research Council, 2009)Spain (National Government policy 2011)Sweden (the 2 research councils, 2009, 2010)Switzerland (Swiss National Science Foundation, 2007)UK (Higher Education funding councils 2014 but not RCUK)PASTEUR4OA project objectivesCreate a Europe-wide network of expert organisations, one in each country (Knowledge Net)Improve and extend ROARMAPDevelop and use a methodology to measure policy effectivenessEngage policymakers (actual and potential)Catalyse OA policymaking, and alignment of policies with H2020Create a Europe-wide network of expert organisationsOne in each country (Knowledge Net)Modelled on Knowledge Exchange (5 countries)This network will take OA forward after the end of the project Update ROARMAP

Update ROARMAPComprehensive (fill the gaps)Accurate (record current details of policiesDevelop a policy typologyA policy typologyCriteria that significantly affect the success of a policyMandatoryThe effect of a mandatory policy

17A policy typologyCriteria that significantly affect the success of a policyMandatoryTime of depositWhere to deposit (institutional repository or any repository)Waiver permitted?Length of permitted embargoAuthor retains copyright?Set of criteria by which outcome can be statistically analysedMeasure policy effectivenessDevelop a methodology to measure policy effectivenessUse this to measure effectiveness of policiesReport on best practicePolicymaker engagementMember States develop policies on OAConsistency between H2020 policy and those of MSSeries of regional meetings5 European regions (NW, SW, SE, Eastern, Nordic)Two meetings in each region: Research fundersUniversity managers2015Policy support materials:Effectiveness of policy typesBest practice guideCatalyse development of new policiesWe will be coming to a location near you!Two workshops in Eastern EuropePrecise location to be decidedOne for research fundersOne for university administratorsThank youa.swan@talk21.comLogo area