LIBR 559K – Open Access, UBC
SLAIS, May 28, 2011
Heather Morrison
http://pages.cmns.sfu.ca/heather-morrison/
This work is licensed under a Creative Commons
Attribution-NonCommercial-ShareAlike 3.0 Unported
License.
Open Access Policy
• SHERPA JULIET Research Funders’ Open
Access Policies
http://www.sherpa.ac.uk/juliet/
• Registry of Open Access Repository Material
Archiving Policies http://roarmap.eprints.org/
Canadian open access mandate polices
(funding agencies) (selected)
• Canadian Institutes of Health Research Policy
on Access to Research Outputs (data &
articles)
• Canadian Cancer Society
• Genome Canada
• Ontario Institutes of Health Research
• Michael Smith Foundation for Health Research
Canadian Open Access Mandate
Policies (Institutional) (Selected)
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•
•
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Athabasca University
Concordia University
Mount St. Vincent University
University of Calgary: Library and Cultural
Resources
International
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•
•
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Research Councils UK
Wellcome Trust
U.S.
National Institutes of Health Public Access
Policy
• Federal Research Public Access Act (reintroduced 2010)
http://www.arl.org/sparc/advocacy/frpaa/ind
ex.shtml
What makes for good OA policy?
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•
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OA archiving (green) not gold
OA required not requested
Deposit immediate even if access is delayed
Minimal embargo (delay) permitted
Not subject to publisher policy (funders &
universities are upstream)
• Monitoring & enforcement
Policy & advocacy
• Keck & Sikkink – transnational advocacy
networks
• Global scope of the OA movement
Culture, history, policy & advocacy
• Latin America – open access publishing
– Scielo http://www.scielo.br/, Redalyc
http://redalyc.uaemex.mx/
• UK – open access archiving & mandate policies
– UK & Australia: Research Assessment Exercise (RAE)
• EU coordinated approach to research
– DRIVER, PEER http://www.peerproject.eu/, EU open access
policy
– Finland: all universities adopt OA policy at once
• North America – decentralized
• China – centralized / Chinese National Academy of
Sciences
Organizational culture & policy
• Top-down
• Bottom-up
• Local faculty IP / employment conditions
Roles for librarians
• OA policy advocacy (campus & funding
agencies)
• Education
• Facilitating compliance
– Author’s rights
– “Self” archiving
Things to know about institutional
policy
• Given a mandate, over 80% of researchers
would self-archive willing (Swan & Brown;
Vézina)
• Arthur Sale – on the effectiveness of OA
mandates http://bit.ly/mC5MW5
• Funding agencies and university employment
contracts are upstream from publishers
Advocacy strategies
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Taxpayer rights / Alliance for Taxpayer Access
Public good
Research effectiveness / speed
Business (SMEs call for open access)
http://bit.ly/kQw2QB
• Researcher champions
• Alliances with like-minded groups (e.g. fair
copyright / net neutrality / open access)
Exercise: OA advocacy - arguments
(pairs / small groups & class)
• The initial focus of open access mandate
policies was medical research funding
agencies, where the public good arguments
are easily understood by all.
• What about other areas? Let’s start with
agriculture. Should scholarly literature in this
area be openly accessible? Why or why not?
Exercise: OA advocacy strategies:
agriculture (small groups & class)
• How could people go about encouraging open
access to the agricultural literature?
– Who is involved?
– What strategies might be employed to convince
them to transition to open access?
Exercise: OA advocacy strategies:
elevator speech (individual, small
group & class)
• You just entered an elevator with a faculty
member in one of the research areas we were
just discussing. You have about a minute to
make a pitch…
• (substitute other decision-maker for faculty
member if you like)
Exercise (class) – OA advocacy
strategies
• Sage’s Action Research
• Pay per view US $25 to view article at one
computer for one day
• Strategies for encouraging change?
Disciplinary differences
• Physics vs. chemistry
• History: primary source materials
• Literature: free access to public domain
materials, data-mining texts for research
• Academic activists: expanded reach beyond
the academy
Open access: some issues
• Open access archives: versions
• Open access publishing: quality of new
entrants (Open Access Scholarly Publishers’
Association)
• Economics
• Lobbying (policy)
OA: some recent developments –
traditional commercial publishers
• Sage Open http://bit.ly/kTvrRR (this week)
• Job ad for forthcoming Elsevier OA journal Cell
Reports http://bit.ly/kB76Ny (May 9)
• Nature Scientific Reports – first papers June 2011
http://www.nature.com/srep/marketing/index.ht
ml
• Wiley Open Access – launching in 2011
http://www.wileyopenaccess.com/view/index.ht
ml
• SpringerOpen journals
http://www.springeropen.com/ - 2011
Open access: some tools & resources
• News: Open Access Tracking Project
http://www.connotea.org/tag/oa.new
• Open Access Directory
http://oad.simmons.edu/oadwiki/Main_Page
• Scholarly Publishing and Academic Resources
Coalition http://www.arl.org/sparc/
• SPARC OA Journal Publishing Resource Index
http://www.arl.org/sparc/media/110526.shtml
OA: some tools & resources
• ACRL Scholarly Communication Toolkit
• http://www.arl.org/sparc/media/110526.shtml
• Twitter #openaccess
Collecting open access
• CUFTS Free! Open Access Collections
http://www.eln.bc.ca/view.php?id=1129
• Legislative Library MARC Records
http://www.eln.bc.ca/view.php?id=1876
• Electronic Journals Library http://rzblx1.uniregensburg.de/ezeit/index.phtml?lang=en
References
• Swan & Brown (2005). Open access self-archiving:
an author study.
http://eprints.ecs.soton.ac.uk/10999/
• Vézina, K. (2006). Libre accès à la recherche
scientifique : opinions et pratiques des
chercheurs au Québec. Partnership: the Canadian
Journal of Library and Information Practice and
Research 1:1
http://journal.lib.uoguelph.ca/index.php/perj/art
icle/view/103