1. Event, location, date PASTEUR4OA: Open Access Policy Alignment Strategies for European Union Research Presenter’s name Logo area

2. What is PASTEUR4OA? Outline of the presentation:  General aim and action plan  Update of ROARMAP  Results from the policy analysis assessment  Knowledge Net  Advocacy resources  Regional workshops This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement no 611742 It’s a multi-stakeholder project that brings together 15 partners from 10 European countries and that started in February 2014 (until July 2016)

3. Joined forces by 15 PASTEUR4OA partners  EKT/NHRF - National Documentation Centre  EOS - Enabling Open Scholarship  UMINHO - University of Minho  CRIStin – University of Oslo  EIFL  EuroCRIS  MTA Konyvtar – Hungarian Academy of Sciences  POLITO – Polιtecnico di Torino  SPARC Europe  LIBER  Jisc  Hacettepe University  Open Knowledge  FRS FNRS  LMT – Research Council of Lithuania

4. PASTEUR4OA supports the aim of encouraging the development of matching policies on Open Access and Open Data in the European Union, according to the European Commission’s Recommendation on “Access to and preservation of scientific information” (July 2012) and in view of maximizing alignment with the Horizon 2020 policy on access to the research funded by the Commission.

5. Stimulating national level actions and policy alignment by:  Maintaining regular communication with national expert organisations – Key Nodes – to address national needs  Monitoring national developments based on information provided by Key Nodes and on assessment of national policies and informing the provision of targeted support  Promoting the implementation of programmes of activities tailored to address national needs that are supported by evidence-based advocacy materials  Facilitating European coordination among policymakers and identifying solutions to address common challenges by convening ten regional workshops and a European conference.

6. Update of ROARMAP  ROARMAP- Registry of Open Access Repository Mandates and Policies: http://roarmap.eprints.orghttp://roarmap.eprints.org  Sought out existing policies that were not registered in ROARMAP to ensure comprehensiveness  Developed a new, detailed classification scheme  Classified all policies according to this scheme  Re-launched with 660+ policies fully classified

7. Data: ROARMAP: http://roarmap.eprints.org/ (data point November 2015)http://roarmap.eprints.org/

8. Open Access policies worldwide Data: ROARMAP: http://roarmap.eprints.org/ (data point November 2015)http://roarmap.eprints.org/ Visualisation: http://pasteur4oa-dataviz.okfn.org/worldwide.html

9. Open Access policymakers worldwide Data: ROARMAP: http://roarmap.eprints.org/ (data point February 2015)http://roarmap.eprints.org/

10. Results of the policy analysis assessment  ROARMAP content measured  122 mandatory policies (institutions)  Regression analysis carried out using policy criteria Data: Report on policy recording exercise: http://goo.gl/AI03EThttp://goo.gl/AI03ET ConditionCorrelation with deposit rate Must deposit ✔ Cannot waive deposit ✔ Must make item OA ✔ Cannot waive making item OA ✔ Link deposit with research assessment / evaluation ✔ Cannot waive retention of rights ✔

11. A list of important policy criteria  Must make deposit Open Access  Cannot waive making item Open Access  Where rights are retained, this cannot be waived  Must deposit ✔  Cannot waive deposit ✔  Linked to research evaluation ✔ ✔ Significant correlations with deposit rate

12. Knowledge Net - PASTEUR4OA aims at establishing the foundations of a network of national centres of expertise that will champion an aligned Open Access policy environment in Europe a network of 33 Key Node organisations from all over Europe

13. Key Nodes in the regions North West Europe (NW) -Jisc -TU Delft Library -University of Luxembourg -HRB - Health Research Board -Helmholtz Association -Couperin -FRS-FNRS -FWF - Fonds zur Förderung der Wissenschaftlichen Forschung South East Europe (SE) -Metamorphosis Foundation -Hacettepe Universitesi -University of Belgrade - Belgrade University Computer Centre -EKT/NHRF - National Documentation Centre -University of Cyprus -Bulgarian Academy of Sciences

14. East Europe (E) -University of Ljubljana -Slovak Centre of Scientific and Technical Information -Association AnelisPlus -Centrum Cyfrowe -LMT - Lietuvos mokslo taryba -University of Latvia -MTA Konyvtar -Estonian Research Council -VŠB-Technical University of Ostrava -Ruđer Bošković Institute Nordic Europe -CRIStin -National Library of Sweden -Landspítali, National University Hospital of Iceland -Lappeenranta University of Technology -Roskilde University Library South West Europe (SW) -FECYT - Fundación Española para la Ciencia y la Tecnología -University of Minho -University of Malta -Politecnico di Torino

15. Knowledge Net development  December 2014 - first meeting with 33 Key Node organisations (PASTEUR4OA workshop)  Providing Key Nodes with advocacy materials, organising regional meetings – way to strengthen the Knowledge Net  Next steps - creating a sustainable future for the Knowledge Net

16. Advocacy Resouces  Policy guidelines Policy guidelines  National case studies National case studies  Institutional case studies Institutional case studies  Funder case studies Funder case studies  Thematic resources Thematic resources  Briefing papers Briefing papers  Presentations Presentations http://www.pasteur4oa.eu/resources A priority of the PASTEUR4OA project is to provide information and resources to relevant stakeholders and policymakers across Europe that can support them in developing and implementing OA policies, as well as in reinforcing and aligning existing OA policies.

17. Examples of the available resources  Templates and guidelines for Open Access policy implementation by research institutions and funders  Brief on research impact measurement in Higher Education  Brief on Article Processing Charges  Brief on Open Access policy effectiveness  National and institutional case studies on Open Access in Belgium, Denmark, Hungary, Ireland, Norway, Portugal, Italy, Austria and the UK  Regional Challenges in Achieving Open Access and Proposed Recommendations  A series of data visualisations … and much more!

18. Series of the Regional Workshops  28 September, 2015 in Madrid, Spain: SW region (funders);  29-30 October, 2015 in Budapest, Hungary: EE region, two workshops  3 November, 2015, in Athens, Greece: SE region (research performing organizations  9-10 February 2016 in Brussels: NW region, two workshops  22 February 22, 2016 in Turin, Italy: SW region (research performing organizations)  March or April 2016: the Nordic region, the two workshops (the dates TBC)  1 April, 2016 in Istanbul: SE region (funders)

19. Regional Workshops These meetings, bring together research funders and research performing organizations from 5 European regions, to address the following issues:  Revisit the Horizon 2020 Open Access mandate, examine Open Access policy developments in Europe and within the global context, and learn from best practices in Open Access policy development and implementation at the national, funder and institutional levels;  Discuss the importance of aligning national Open Access policies with the Horizon 2020 Open Access mandate;  Promote Open Access policy alignment at the national level and facilitate coordination at the pan-European level.

20. PASTEUR4OA Final Conference ✔ Save the date! 17-18 May, 2016 in Amsterdam, The Netherlands The conference will bring together Key Node organisations and policymakers and will provide the opportunity for the project outcomes to be presented.

21. Find more about us at www.pasteur4oa.eu

22. Thank you! Presenter’s name and contact details