Facilitate Open Science Training for European Research
David Ball, SPARC Europe and David Ball Consulting
Open Science in 2020 – Overview (i)
PUBLICATIONS
• All projects receiving Horizon 2020 funding
are obliged to make sure that any peerreviewed journal article they publish is
openly accessible, free of charge, via a
repository
• The researcher chooses where to publish, and
whether to use a ‘gold’ (APC) or ‘green’ (selfarchiving) publication route
• No current price cap on fees for APCs – write
them into your proposals under the
dissemination budget, and acknowledge
funding in publications
A detailed description of the OA
mandate and Open Research
Data Pilot is provided on the
Participants’ Portal
Open Science in 2020 – Overview (ii)
DATA MANAGEMENT
• H2020 features an Open Research Data pilot, and it seems
likely that it will become an across-the-board
requirement in FP9…
• It applies to data (and metadata) needed to validate
scientific results, which should be deposited in a
dedicated data repository
• The Horizon 2020 Open Research Data pilot covers
“Innovation actions” and “Research and Innovation
actions”, and involves three iterations of Data
Management Plan (DMP)
• 6 months after start of project, mid-project review, end-of-
project (final review)
• DMP contents
• Data types; Standards used; Sharing/making available; Curation
and preservation
• There are certain opt-out conditions
A detailed description of the OA
mandate and Open Research
Data Pilot is provided on the
Participants’ Portal
FOSTER: The Project
• Project Name: FACILITATE OPEN SCIENCE TRAINING FOR
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EUROPEAN RESEARCH
Project Acronym: FOSTER
Project number: 612425
Start Date: 01/02/2014
Duration: 24 months
Funding from the EC: 1.499.860,00€
Website: www.fosteropenscience.eu
The Partners
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Universidade do Minho – Portugal (coordinator)
Georg August Universitaet Goettingen Stiftung Oeffentlichen Rechts –
Germany
Danmarks Tekniske Universitet – Denmark
Stichting eIFL.net – Netherlands
SPARC-Europe – UK
Stichting LIBER – Netherlands
University of Glasgow – DCC – UK
Technische Universiteit Delft – Netherlands
The Open University – UK
ICM - Uniwersytet Warszawski – Poland
Consortium Universitaire de Publications Numériques Couperin – France
Consejo Superior de Investigaciones Científicas – Spain
University of Edinburgh - DCC – UK
FOSTER Objectives 1
• To support different stakeholders, especially
younger researchers, in adopting open access in
the context of the European Research Area (ERA)
and in complying with the open access policies
and rules of participation set out for Horizon
2020
• To integrate open access principles and
practice in the current research workflow by
targeting the young researcher training
environment
FOSTER Objectives 2
• To strengthen institutional training capacity to
foster compliance with the open access policies
of the ERA and Horizon 2020 (beyond the FOSTER
project)
• To facilitate the adoption, reinforcement and
implementation of open access policies from
other European funders, in line with the EC’s
recommendation, in partnership with
PASTEUR4OA project
Co-ordination
FOSTER: Methodology
• Identifying already existing content that can be reused in the
context of the training activities and repackaging, reformatting
them to be used within FOSTER, and developing/creating/enhancing
content as required
• Developing the FOSTER Portal to support e-learning, blended
learning, self-learning, dissemination of training materials/contents
and a Helpdesk
• Delivery of face-to-face training, especially training
trainers/multipliers who can deliver further training and
dissemination activities, within institutions, nations or disciplinary
communities
• The EU is also funding other specific technical and professional
support services via the e-Infrastructures WP, e.g. EUDAT and
OpenAIRE
FOSTER
Taxonomy
Toolkits 1
• Toolkit for Training Sessions
• Training sessions for academic staff
(researchers) and students;
• Training sessions for institutions
(administrators and librarians);
• Training sessions for research project managers
and
• Training sessions for policy-makers and staff
working in funding bodies.
Toolkits 2
• Step-by-step plan for producing video for
online distance learning
• to provide an overview of the various stages of
video production;
• tips and points to consider and different types
of video;
• Discussion of a number of different types of
videos/situations with concrete tips;
• examples of educational videos.
SPARC E: How to Design Successful Open
Access and Open Data Policies 1
• Learning Objectives
• To understand:
• the terms commonly used in Open Access and Open Data;
• how Open Access and Open Data operate;
• the advantages of Open Access and Open Data for the funder’s remit;
• the requirements of Horizon 2020 regarding Open Access and Open
Data;
• the factors characterising successful policies and mandates.
• To analyse existing policies and identify factors contributing to or
hindering success.
• To create and implement successful policies and mandates
appropriate to the funder’s remit.
SPARC E: How to Design Successful Open
Access and Open Data Policies 2
• Audience
• Members and staff of funding agencies. There will be a wide range
of understanding of, and experience in creating and operating, Open
Access and Open Data policies and mandates across Member States.
• Content
• General introduction to terms and operation of Open Access and
Open Data (different versions will be provided for use with audiences
with different levels of experience).
• Exposition of demonstrable advantages of Open Access and Open
Data for the funder’s remit.
• Explanation of the requirements of Horizon 2020 regarding Open
Access and Open Data.
• Exposition of the PASTEUR4OA analysis of characteristics of successful
policies and mandates.
• Examples of successful policies and mandates.
SPARC E: How to Design Successful Open
Access and Open Data Policies 3
• Format
• Given the nature of the audience and content, the appropriate
formats are text documents and PowerPoint slides for use by
advocates.
• Materials
• The materials will be developed from the PASTEUR4OA
Deliverable 3.1 on Open Access
(http://www.pasteur4oa.eu/home) and Briefing Paper on Open
Access to Research Data. Use will also be made of materials
currently being developed on Horizon2020 OA mandate and
Horizon2020 Open Research Data Pilot.
Practical Contribution from Repositories
• A survey (end of 2014) of the managers of 24 of the most
successful repositories in a range of countries (FOSTER
Project - http://www.fosteropenscience.eu/ )
• Common success factors:
• 83% have a formalised institutional strategic plan
• 58% have a formal preference for Green OA
• none has a preference for Gold OA
• 75% of institutions have key stakeholders (e.g. senior
management) as champions; for 56% this is a formal
arrangement
Practical Contribution from Repositories 2
Training:
• 40% include OA in induction for staff and
students; also formal presentations, briefing
sessions, website based instruction
• Most successful
• interactive face-to-face presentations
• individual one-to-one training
• Least successful
• formal presentations
• website based instruction
Practical Contribution from Repositories 3
• A characteristic comment:
• The approach has tended to be more integrated than
one off events - we might not have an "open access"
day but we would be part of a Faculty away day,
where open access would be discussed alongside
research strategy and impact… We will participate in
other disciplinary events that are researcher led, e.g.
publishers coming to speak like RSC or funder training
days e.g. AHRC.
• We look to embed into the research environment
where possible
Questions?
davidball1611@gmail.com