LIBR 559K – Open Access, UBC SLAIS, May 28, 2011 Heather Morrison This work is licensed under a Creative Commons.

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LIBR 559K – Open Access, UBC SLAIS, May 28, 2011 Heather Morrison This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License.Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License

Open Access Policy SHERPA JULIET Research Funders’ Open Access Policies Registry of Open Access Repository Material Archiving Policies

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) Athabasca University Concordia University Mount St. Vincent University University of Calgary: Library and Cultural Resources

International Research Councils UK Wellcome Trust U.S. National Institutes of Health Public Access Policy Federal Research Public Access Act (re- introduced 2010) ex.shtml ex.shtml

What makes for good OA policy? 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 Redalyc UK – open access archiving & mandate policies – UK & Australia: Research Assessment Exercise (RAE) EU coordinated approach to research – DRIVER, PEER 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 Funding agencies and university employment contracts are upstream from publishers

Advocacy strategies Taxpayer rights / Alliance for Taxpayer Access Public good Research effectiveness / speed Business (SMEs call for open access) 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 (this week) Job ad for forthcoming Elsevier OA journal Cell Reports (May 9) Nature Scientific Reports – first papers June ml ml Wiley Open Access – launching in ml ml SpringerOpen journals

Open access: some tools & resources News: Open Access Tracking Project Open Access Directory Scholarly Publishing and Academic Resources Coalition SPARC OA Journal Publishing Resource Index shtml shtml

OA: some tools & resources ACRL Scholarly Communication Toolkit shtml shtml Twitter #openaccess

Collecting open access CUFTS Free! Open Access Collections Legislative Library MARC Records Electronic Journals Library regensburg.de/ezeit/index.phtml?lang=enhttp://rzblx1.uni- regensburg.de/ezeit/index.phtml?lang=en

References Swan & Brown (2005). Open access self-archiving: an author study. 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 icle/view/103