World Bank Open Access Policy

Challenges and Opportunities

Jose de Buerba, Sr. Publishing Officer, The World Bank

AgNIC 18th Annual Meeting May 15, 2013

“We need to do development differently” Robert B. Zoellick, Former President, The World Bank Group

New Direction: Democratizing Development

We need to throw open the doors, recognizing that others can find and create their own solutions. And this open research revolution is underway. We need to recognize that development knowledge is no longer the sole province of the researcher, the scholar, or the ivory tower. The aim is to open the treasure chest of the World Bank’s data and knowledge to every village health care worker, every researcher, everyone. Georgetown University, September 2010

Open About What We Know

(Data and Knowledge)

Open About What We Do

(Operations and Results)

Open About How We Work

(Partnerships for Openness)

Open Government (Transparency, Accountability)

THE WORLD BANK OPEN AGENDA

Embracing Openness

Open Access Policy

Creative Commons

Open Knowledge Repository

Strategic Review ofWorld Bank Publishing

or

Open Access Publishing

Why an Open Access Policy?

• To provide greater access to Bank research and knowledge outputs

• To encourage innovation allowing use and re-use (i.e., derivative works, translations, etc.)

• To join a growing Open Access community (e.g., governments, universities, and other institutions)

• To align Bank’s Publishing with Bank’s Open Development Agenda

Policy Scope

WB OA Policy applies to manuscripts and accompanying data sets that:

(a) that result from research, analysis, economic and sector work, or development practice;

(b) that have undergone peer review or have been otherwise vetted and approved for release to the public; and

(c) for which approval for release is given on or after July 1, 2012.

1. For works published by the Bank− Available immediately in OKR

− Creative Commons Attribution (CC BY)

2. For works by Bank staff published externally (mostly papers)

‒ Working paper version available immediately in OKR under CC BY

‒ Final, peer-reviewed Accepted Author Manuscript (AAM), available in OKR after Publisher's embargo under CC BY NC ND (unless more liberal license is accepted)

Policy Requirements

Policy Compliance1. Bank Published Works

1. Copyright belongs to the Bank (work-for-hire doctrine)

2. Content type: books, working papers, Economic and Sector Work, micro-datasets

Policy Compliance2. Works Published

Externally 1. New World Bank publishing agreements

templates2. New publishing agreements with academic

publishers (publishing and posting agreements)

3. New manuscript submission workflows (from author to external publishers)

4. Creation and curation of metadata for each AAM

5. Ingestion of AAM into Bank repository (OKR)

6. Co-authored papers (very challenging)7. Communication strategy

World Bank PublishingIntranet web site

Example 1: Elsevier

Example 2: Taylor and Francis

Source: http://journalauthors.tandf.co.uk/permissions/reusingOwnWork.asp

Internal Training

Internal Outreach

Four Comparative Advantages

1. Optimal Discoverability: • Interoperable with other repositories• Adherence to Open Access standards (Dublin Core

metadata and OAI-PMH)• Systematic metadata curation process

2. Intuitive Interface: • Several browse options, advanced search, most viewed

content, citation information, permanent links, etc.• Built on Dspace - OA platform

3. Allows Use, Reuse and Building-on Bank’s Work: • CC BY copyright license

4. New Content: • Content published by external Publishers

1 million downloads in 1 year (44% from developing countries)

Total Downloads

Advanced Metrics

Conclusions1. We are at very early stages in Open Access

publishing.

2. Academic publishers are rebuilding their business models: some embrace, some resist and some hide.

3. Different government approaches to OA in the UK (Gold OA) and US (Green OA) has created some confusion.

4. Institutional mandated embargo periods are not as strong as government mandates (E.g., WB Vs. NIH).

5. Internal effective communication is key to maximize compliance rate.

6. Open Repositories built on open software (D-Space, ePrints) increase dissemination significantly… but marketing and outreach is still important.

THANK YOU!

Jose de Buerba, Sr. Publishing OfficerThe World Bank

jdebuerba@worldbank.org