Technical Developments within the UK Access Management Federation
Open Access in the UK Developments since the Finch Report
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Transcript of Open Access in the UK Developments since the Finch Report
Open Access in the UKDevelopments since the Finch
Report
Michael JubbResearch Information Network
5th Conference on Open Access Scholarly PublishingRiga
18 September 2013
Accessibility, sustainability, excellence
The Question and the Process how to expand access, in a
sustainable way, to peer-reviewed research publications
bearing mind the strong competitive position of the UK research community
group of 13 representatives of universities, libraries, funders, learned societies, publishers different groups with different interests no perfect solution: ‘best-fit’
review meeting on 24 September
Mechanisms and Success Criteria more UK articles available
globally more global articles
available in the UK sustain high-quality research sustain high-quality services
to authors and readers financial health of publishing
and learned societies costs to HE and funders
open access articles & journals
repositories extensions to
licensed access
Conclusions no single mechanism meets all the success
criteria a mixed economy for the foreseeable future transition to OA should be accelerated in an
ordered way tensions between interests of key stakeholders, and
risks to all of them risks and costs associated with each of the three
mechanisms the global environment
promote innovation and sustain what is valuable
Recommendations balanced package of moves towards Gold, Green and
extensions to licensing clear policy direction towards Gold better funding arrangements, focusing responsibilities in
universities, not funders minimise restrictions on use and re-use develop repository infrastructure caution about limitations on embargoes future negotiations on subscriptions to take account of growth
in APC revenues expand and rationalise licensing
universities and National Health Service SMEs, voluntary and public sectors, public libraries
Initial responses Government accepts recommendations
£10m one-off transition funding RCUK policy announcement consultation on REF 2020 universities establishing publication
funds, policies, procedures and systems see RIN report: http://www.researchinfonet.org/publish/rcuk-oa-requirements/
Research Councils UK (RCUK) policies
requirement from 1 April 2013 for Gold with a CC-BY licence (preferred), or Green with 6/12 months maximum embargo (12/24
months for humanities and social sciences) block grant to universities to meet costs of APCs
assumes c45% of articles from Research Council-funded projects will be published in Gold OA journals in 2013-14, rising to 75% by 2017-18
management of publication funds in hands of universities reporting and monitoring arrangements
So how’s it going?
Implementation real momentum, but mixed progress two Parliamentary inquiries lively debate
sometimes driven by entrenched attitudes?
Balance? imbalance between
work to increase access to UK-authored publications across the world
work to increase access to global articles in the UK
Pace of change sufficient attention to detail? keeping everyone on board?
Green vs Gold Green with short embargoes (or
none) the cheap option? Gold the sustainable option? parity of esteem for Gold and Green
publications?
Funding and costs publishing costs integral to research
costs? funds from both sides of the dual
support system? uncertainties about costs to
individual universities offsets between subscription costs
and APCs?
International developments EU, Australia, Science Europe,
OSTP, Global Research Council, G8, California….
impact on UK, and on costs
Embargoes
the 6/12 and 12/24 month policy sticks and carrots?
principles for setting embargoes half-lives? disciplinary differences? protection for learned societies a separate
but important issue
Extensions to licensing
walk-in access in public libraries initiative
little progress with health service, voluntary organisations or SMEs
Infrastructure
repository infrastructure? infrastructure for Gold? interoperability and information
flows
Co-ordination
all stakeholders working together? need for a disinterested co-
ordinator?
Thank you
Questions?
Michael Jubbwww.researchinfonet.org