Dr Alexandros Nafpliotis| EKT/NHRF MedOANet Guidelines for implementing open access policies in Research Performing and Research Funding Organizations.

Slides:



Advertisements
Similar presentations
Research & Innovation Towards better access to scientific information "Strategy, policy and funding" Copenhagen June 13 th Octavi Quintana Trias Director,
Advertisements

Supporting and improving open access take- up in Mediterranean Europe NORDBIB 2012 Tuesday, June 12 th Copenhagen Dr Victoria Tsoukala| EKT/NHRF Project.
1 NECOBELAC Project WORK PACKAGE 3 Cross-national advocacy infrastructure.
1 Working together to strengthen research in Europe Open access and preservation: how can knowledge sharing be improved in ERA? (session 1.5) Alma Swan.
Near East Plant Protection Network for Regional Cooperation & Knowledge Sharing Food and Agriculture Organization of the United Nations An Overview on.
EU-funded Digital Preservation Research APA 2014 Conference Brussels, 22 October 2014 Dr. Manuela Speiser European Commission DG CONNECT, unit "Creativity"
Jean-François Dechamp Open Access Policy Officer European Commission Directorate-General for Research & Innovation (DG RTD) 6 th December 2012 MedOANet.
OpenAIRE & OA in H2020 Open Access Infrastructure for Research In Europe Inge Van Nieuwerburgh Gwen Franck.
EnablingOpenScholarship Enabling Access to Research: Essential Aspects in Effective Policy Design for Research Funding and Research Performing Institutions.
Enabling Open Scholarship Open Access policies in Europe in 2012 (so far) Alma Swan SPARC Europe Key Perspectives Ltd Enabling Open Scholarship Portuguese.
Enabling Open Scholarship Implementing Funders' Open Access Policies: a European Perspective Alma Swan Director of Advocacy, SPARC Europe Convenor, Enabling.
Πολιτικές και Υποδομές Ανοικτής Πρόσβασης στην Ελλάδα: Σύνοψη αποτελεσμάτων των ερευνών του έργου Open Access Policies and Infrastructures in Greece: A.
Promoting Open Digital Scholarship - A Canadian Library Perspective Leila Fernandez Rajiv Nariani Marcia Salmon York University Libraries, Canada.
Identification of critical success factors for implementing NLLS, through collaboration and exchange of expertise IDENTIFY LLP-2008-RO-KA1-KA1NLLS.
Implementing Open Acces in Denmark UNESCO Regional Consultations on Open Access, Berlin, November 2013 forfatter.
SSTIC’s OpenAccess related activities in international context Ľubomír BILSKÝ Bratislava, 25 March 2015 Slovak Scientific and Technical Information Center.
1 Canada’s National Data Archive Consultations Chuck Humphrey University of Alberta IASSIST 2005.
New DFG Information Infrastructure Projects Dr. Stefan Winkler-Nees; Birmingham, 28. March 2011 New DFG Information Infrastructure Projects.
1 EuropeanaLocal- Europeana Knowledge Sharing Workshop EuropeanaLocal- Europeana Knowledge Sharing Workshop 13/14 January 2009 Rob Davies, Scientific Co-ordinator.
JRC's Open Access (OA) Policy G. P. Tartaglia, A. Annoni, G. Merlo, F
Agricultural Biotechnology Network for Regional Collaboration and Knowledge Sharing Food and Agriculture Organization of the United Nations An Overview.
Martinuzzi, Steurer: Analysis of national policies on CSR CSR HLG Meeting on May 30, 2006 Analysis of national policies on CSR, in support of a structured.
Open access to publications and research data in Horizon 2020
Presented by Ansie van der Westhuizen Unisa Institutional Repository: Sharing knowledge to advance research
STRENGTHENING the AFRICA ENVIRONMENT INFORMATION NETWORK An AMCEN initiative A framework to support development planning processes and increase access.
Mediterranean Education Initiative for Environment & Sustainability by Iro Alampei, MSc. MIO-ECSDE Programme Officer.
Dr. Jūratė Kuprienė Director for innovations and infrastructure development Workshop: Information services for research process , Rīga Research.
The OpenAIRE Project Open Access Infrastructure for Research in Europe Stefania Biagioni, Donatella Castelli, Paolo Manghi CNR - ISTI GL11 - Library of.
Vasco Vaz Departamento da Sociedade da Informação MedOANet Final Conference, Athens, Greece Open Access in Portugal and FCT´s Policy Proposal.
OpenAIRE e-Infrastructure & Support for Open Access in FP7 and Horizon 2020 MedOANet Conference Athens, 17 October 2013 Birgit Schmidt University of Goettingen,
1 INFRA : INFRA : Scientific Information Repository supporting FP7 “The views expressed in this presentation are those of the author.
RTD-B.4 - Regions of Knowledge and Research Potential Regional Dimension of the 7th Framework Programme Regions of Knowledge Objectives and Activities.
OBSERVAL-NET - Project number LLP BE-KA1-KA1NW With the support of the LLL programme of the European Union French LLP Agency and Bologna.
OpenAIRE - supporting Open Access for FP7 and ERC funded projects Inge Van Nieuwerburgh – Ghent University Library.
FP7-Infrastructures Open access in Slovenia and OpenAIRE project.
Towards a European network for digital preservation Ideas for a proposal Mariella Guercio, University of Urbino.
Key Barriers for the ICT Research Sector in Serbia, and Recommendations for Future EU- Serbia Collaboration Miodrag Ivkovic, ISS Milorad Bjeletic, BOS.
Alma Swan Key Perspectives Ltd Truro, UK.  Use of proxy measures of an individual scholar’s merit is as good as it gets  The responsibility for disseminating.
Publishing Trends: Open the University of Florida Presentation to IDS 3931: Discovering Research and Communicating Science October 21, 2010.
Iryna Kuchma eIFL FP7 and ERC Open Access Policies - How to comply The 8th e-Infrastructure Concertation Meeting Nov 5, 2010 CERN - Geneva.
Pēteris Zilgalvis Head of Unit Governance & Ethics Science, Economy and Society Directorate Research Directorate-General, European Commission Berlin 7.
Jean-François Dechamp Open Access Policy Officer European Commission Directorate-General for Research & Innovation (DG RTD) Brussels, 22 April 2013 Licences.
Changes in the context of evaluation and assessment: the impact of the European Lifelong Learning strategy Romuald Normand, Institute of Education Lyon,
Date, location Open Access policy guidelines for research funders Name Logo area.
Event, location, date PASTEUR4OA: Open Access Policy Alignment Strategies for European Union Research Presenter’s name Logo area.
Open access- a funders perspective (or “What we want from institutions”) CRC/RLUK/ARMA/SCONUL meeting 27 th January 2011 Robert Kiley, Head Digital Services,
Consultant Advance Research Team. Outline UNDERSTANDING M&E DATA NEEDS PEOPLE, PARTNERSHIP AND PLANNING 1.Organizational structures with HIV M&E functions.
China July 2004 The European Union Programmes for EU-China Cooperation in ICT.
The fifth SEEDI International Conference May 19-20, 2010, Sarajevo, BiH FP7-Infrastructures Project Overview.
Date, location Open Access policy guidelines for research institutions Name Logo area.
Institutional Repositories in Portugal Teresa Costa, FCCN ICOLC, Paris, 26/10/2009.
Information Accesibility for learning December 11, 2015 University Policy on Open Access to scientific literature Chiara Cenderelli University Library.
Open Access National Repository of EU Funded Project : Serbian Experience Biljana Kosanovic National Library of Serbia.
{ OA Policy implementation: Chemical Sciences Ljilja Ristic MScChem PGLIS MCLIP Physical Sciences Consultant & Subject Librarian, RSL February 2016.
The 7th Framework Programme for Research: Strategy of international cooperation activities Robert Burmanjer Head of Unit, “International Scientific Cooperation.
Open science in Horizon 2020 and beyond José Cotta Head of Unit Digital Science, DG CONNECT EGI Conference 2015, Lisbon May 2015.
Horizon 2020 Ian Devine European Advisor – UK Research Office University of Manchester, 11 September 2014.
Open Access and Open Access Pilot Initiative in Fp7 Marion Korres.
European Agency for Development in Special Needs Education Project updates Marcella Turner-Cmuchal.
FINAL EVENT Dublin, 01 June 2016 Welcome Françoise de Viron President of eucen.
NRF Open Access Statement
Towards REF 2020 What we know and think we know about the next Research Excellence Framework Dr. Tim Brooks, Research Policy & REF Manager, RDCS Anglia.
Head of Publishing, University of Jyväskylä
The OpenAIRE Catalogue of Services
An Open Knowledge & Research Information Infrastructure
National planning for Open Research euroCRIS 2017, 30 May 2017
Civil Protection Financial Instrument – Prevention Projects
9. Quality and Experimental data
OPEN ACCESS POLICY Larshan Naicker Rhodes University Library
Internal and External Quality Assurance Systems for Cycle 3 (Doctoral) programmes "PROMOTING INTERNATIONALIZATION OF RESEARCH THROUGH ESTABLISHMENT AND.
Presentation transcript:

Dr Alexandros Nafpliotis| EKT/NHRF MedOANet Guidelines for implementing open access policies in Research Performing and Research Funding Organizations

About MEDOANET Research Funders ThemeScience in Society TopicSiS : Reinforcing European strategies on access, dissemination and preservation of scientific information in the digital age TypeCSA – Support Action Start date1 st of December 2011 Duration24 Months (end: 30 th of November 2013) Partners9 partners: EKT/NHRF (GR), FECYT (ES), UMINHO (PT), CNRS (FR), CINECA (IT), HACETTEPE (TR), ENCES (DE), LIBER (NL), UNOTT (GB) CoordinatorEKT/NHRF- National Documentation Centre/ National Hellenic Research Foundation

MEDOANET concept Research Funders “…access to knowledge generated by the public research base and its use by business and policymakers lie at the heart of the European Research Area, where knowledge must circulate without barriers throughout the whole society.” Green Paper: The European Research Area: New Perspectives (COM (2007) 161 final, 3.4) Aims of the project:  To coordinate strategies and policies in Open Access to scientific information in national and regional level by using current joint achievements of an existing Mediterranean network for the promotion of Open Access  To facilitate the development of explicit and coordinated Open Access strategies and policies in the aforementioned and neighbouring countries  To reinforce regional coordination of strategies and structures among Member States

The MedOANet project: Research Funders 1.Set up national task forces in order to bring together all open access stakeholders and decision makers and coordinate efforts in the development of national policies 2.Performed surveys to map the open access ecosystem in the six countries. Of special interest were the policies among research funders, research performing organizations and publishers 3.Organized national open access workshops in collaboration with the task forces to bring the main stakeholders in each country together, to increase the awareness of open access issues and facilitate future coordinated action 4.Developed the open access Tracker, a tool that tracks the development of open access policies and initiatives (such as funders’ policies, repositories, etc), by drawing data from international registries and displaying them for each country, effectively creating a country profile. The tracker provides information and encourages involved stakeholders to register their open access resources with appropriate registries 5.Facilitated regional coordination by bringing policymakers together in a European workshop at the University of Minho (02/2013) and a European Conference at the National Documentation Centre (10/2013). 6.Developed coherent Guidelines and Recomendations towards implementing open access policies to facilitate the development of national plans and policies aligned to current best practices and the European Commission’s policies.

Aim of the Guidelines Research Funders Coordinating policy-development in the six Mediterranean countries - a harmonized approach towards policy development They are directed to policy-makers and policy stakeholders specifically, to Research Performing Organizations and Research Funders. Key points: Present main concepts and issues with respect to open access Discuss the major steps that are necessary in the process of policy development Present the important components of an institutional and funder policy Present model policies for research performing and research funding organizations to serve as examples Present good practices in policy development for research performing and research funding organizations The Guidelines also: Provide the definition of Open Access, explain the two main routes to Open Access (self-archiving and open access pubishing) and the benefits for different stakeholders (institutions and authors, researchers, funding agencies, libraries, publishers, small and medium enterprises). Provide the current European policy context (open circulation of knowledge as one of the five priorities if the European Research Area / open access will be required for all peer-reviewed publications resulting from Horizon2020 funding / Horizon2020 will also include a pilot action on open access to research data.

The guidelines are based on: Research Funders Documents: European Commission’s Recommendation and Communication on access to and preservation of and dissemination of scientific information (2012) The planning for Horizon 2020 and FP7 regulations Policy papers, recommendations and guidelines, produced recently by organizations such as UNESCO, LERU, EUA, Science Europe, etc. MedOANet actions: The output from the collaboration with the national task forces (open access stakeholders and decision-makers) The result of the surveys that mapped the open access ecosystem The Open access workshops in collaboration with the task forces The “Open access Tracker”, a tool that tracks the development of open access policies and initiatives by drawing data from international registries The regional coordination by bringing policymakers together in a European workshop

Major steps that are necessary in the process of policy development Research Funders  A consultation and preparation phase: participation in consultations at the national level lead to national positions/strategies aligned to relevant EU policies.  Development of the relevant institutional regulation: mandatory and tied into the professional advancement procedures; clearly presented; registered through ROARMAP; organisational and technical support needed;  An institutional repository: the e-infrastructure providing access to and preservation of the scientific output. It should be developed on software that supports standards of interoperability (OAI-PMH) and should interoperate with the national infrastructure and european infrastructures, such as OpenAIRE.  Continuous support and advocacy for the increase of compliance rates. Best RPO service for this task: library (training for self-archiving, advocacy, information on copyright, technical support, etc.)  Follow up and monitoring: the most effective way to ensure compliance is to link the self- archiving to research assessment processes.

Important components of an effective OA policy Research Funders Immediate self-archiving in repositories to be required upon acceptance for publication (author final version or publisher version) Immediate open access to metadata and immediate open access to full-text research outputs if possible (for universities, research centres etc.). Immediate open access to full-text research outputs with up to 6 months embargo periods (12 for SSH) for research funders Peer-reviewed research covered by the policy, especially journal articles, conference proceedings books/monographs Mandatory character of policy, with compliance checked. Authoritative publication lists for institutions derived only from repositories Minimally recommend that researchers deposit research data that underpin publications in repositories and formulate separate policies.

MedOANet Model Policy for research performing organizations Research Funders

MedOANet Model Policy for research funding organisations Research Funders

Good practices Research Funders RPOs  The University of Minho: repository since 2003, institutional self-archiving policy since Jan2005. Since 2004 OA and RepositoriUM: supported by top-level management of UMINHO. The new policy requires a copy of the output immediately after publication and link of the deposited version in RepositoriUM in all official lists of publications.  The Autonomous University of Barcelona: institutional repository since 2008 and institutional self-archiving policy since 2012 (mandate). The UAB encourages the deposit of educational resources as well. Success due to all staff’s involvement and important communication campaigning.  The University of Torino: developed and published it’s OA policy in the summer of 2013, effective as of November 2013: the policy mandated self-archiving of full-text publications and metadata upon publication in the institutional repository (unless there is publisher embargo, co-author refuses or for reasons of public safety, security, privacy) – only deposited publications are considered for internal evaluation. RFOs  The new National Spanish Law on Science, Technology & Innovation: released on 2011, contains article on OA for scientific publications (A37)  The Regional Government of Madrid has a harvester for all 7 Universities’ repositories based on Madrid since In 2009: regular call for R&D funding that included an OA green mandate.  The Regional Government of Asturias operates a regional repository since 2009 & OA green mandate in its calls for R&D in 2009, 2011 and  Telethon Foundation and CARIPLO: private Italian funders with OA mandates since 2010 and 2012 respectively.

Thank you! Dr Alexandros Nafpliotis Questions: Ms Vasso Kalaitzi –