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

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

Enabling Open Scholarship

Institutional mandates

End-November 2011 End-September 2012

Enabling Open Scholarship

Funder mandates

End-November 2011 End-September 2012

Enabling Open Scholarship

New Latin American initiative

La Referencia

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

Enabling Open Scholarship

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

Enabling Open Scholarship

European Commission

Research funder

Infrastructure funder

Policymaker

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)

Enabling Open Scholarship

DG Research & Innovation

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

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

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!

Enabling Open Scholarship

Thank you for listening

aswan@keyperspectives.co.uk

www.openscholarship.org

www.openoasis.org

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