1. Open Access: a guide for EMS Open Access and Data Curation Team, 9 th April 2014

2. Outline Open access – why do it? How to do it What funders want you to do How to get money to do it Uploading to Exeters repository, ORE Using networking sites and social media Questions and comments

3. Whos affected by open access? Everyone! Established researchers Early career researchers Post-docs PhD students/PGRs… Anyone employed by or studying at Exeter in a research capacity will be affected either by funder policy or by the Universitys own policy

4. Open access – whats in it for me? There are many benefits to making your work open access: New audiences - free, unrestricted public access to all including those in countries that cant afford to pay Increased visibility of research & researchers Impact - OA research cited more frequently Research lifecycle can be accelerated - published, read, cited, built on Facilitating collaboration & sharing Opportunities for further projects & funding Comply with your funder policy

5. Open access – whats the state of play? Complex landscape - various factors drive open access, not always in the same direction: Government attitude to openness and transparency (gold) Funder policies (mainly gold) HEFCE policy on open access in post-2014 REF (mainly green) University policy (green) Publisher response (frequently gold) Definitions: Gold = pay a publisher for immediate open access Green = dont pay, submit to a repository usually with temporary embargo

6. RCUK RCUK-funded peer-reviewed published research papers and conference papersRCUK-funded Embargoes: six months for STEM/M CC-BY licence Statement outlining how any supporting data can be accessed Gold OA via RCUK block grant – first come first served Deposit in repository (green) also acceptable if possible

7. Wellcome Trust Wellcome-funded peer-reviewed published research papers and conference papersWellcome-funded Scholarly monographs and book chapters from October 2013 for new grant-holders (from October 2014 for existing grant-holders) Six-month embargo & copy in Europe PMCEurope PMC CC-BY licence Gold OA is the norm via Wellcome block grant, open to all Wellcome-funded researchers and PGRs

8. DH/NIHR Peer-reviewed published research papers and conference papers Six months maximum embargo Deposit in Europe PMCEurope PMC DH/NIHR expects …all research costs (including publishing costs) to be budgeted for when research is commissioned. DH/NIHR Open Access Policy Statement

9. Europe ERCERC: Green or gold Costs of gold can be included in grant applications All research publications (articles and monographs) Maximum of six months from publication Deposit in Europe PubMed Central/institutional repository Horizon 2020 Horizon 2020 (evolving): Green or gold Peer-reviewed publications (also looking at data) Costs of gold will be reimbursed Maximum of six months from publication Encourages authors to retain copyright Encourages use of CC-BY

10. University Exeter policy: academic freedom over where, what and when to publish is paramountExeter policy Green OA is the cultural norm (free and open to all equally) Institutional mandate for self-deposit of papers in ORE via Symplectic Embargo: up to 36 months if required by publisher (to protect interests of smaller academic publishers) PGR policy

11. Publishers Some publishers increasing embargo periods to force authors towards gold Some charge extra for the CC-BY licence Sometimes we pay as much in APCs in a year as we do for the annual subscription (ACS) Some smaller niche publishers (e.g., learned societies) fear they may go out of business Some (e.g., Elsevier) asking academics to remove published PDFs from web sites SHERPA/RoMEOSHERPA/RoMEO is a great site for finding out more about publisher, journal and funder policy.

12. HEFCE New HEFCE policy on open access for post-2014 REF: Journal articles and Conference proceedings with an ISSN Accepted for publication after 1 April 2016 Favours green unpaid open access via deposit in a repository, for an output to be eligible for the REF it must be in a repository Requires deposit on acceptance rather than publication (needs some adjustment to workflows and systems such as Symplectic) See our blogblog

13. How do I make research open access? Check your funder policy – some prefer gold Check that your chosen journal complies with your funder policy o Embargo period of no longer than six months for green or o Paid gold with immediate open access Wellcome and RCUK-funded PIs can apply for funding on behalf of colleagues and PGRs on the same project – apply to LibraryLibrary Most gold papers will require a CC-BY licence Most PhDs/PGRs will need to go green (deposit in ORE)ORE If your journal allows you to deposit a copy within six months submit it to ORE as soon as it is published o Researchers submit using SymplecticSymplectic o PhDs/PGRs use the ORE submit form Submissions will be checked by Subject Librarians Make sure your paper includes acknowledgement of sponsor and details of how underlying data can be accessed

14. How do I get funds for open access? If youre funded by RCUK or Wellcome contact openaccess@exeter.ac.uk openaccess@exeter.ac.uk Application for RCUK funds needs to come from a PI Fill in a form and return by email or use the online formformonline form Anyone funded by Wellcome (including research students) can apply directly Library will process the request and handle payment We have signed up to a number of subscription schemes: o BioMed Central (for EMS only) o Wiley journals (RCUK & Wellcome) o Royal Society – 25% discount for anyone who has funds o Sage journals – £200 for anyone who has funds o Any suggestions? BMJ? PLoS?

15. How do I deposit a paper in ORE? ResearchersPhDs/PGRs Use the Repository Tools feature in Symplectic Use the ORE submit form Click Full TextLogin with UoE credentials Click Manage Full TextSelect your subject collection Choose file from your hard driveProvide as much bibliographic detail as possible Click UploadUpload Symplectic guideSymplectic guide and ORE depositing guide ORE depositing guide Remember to keep the accepted version of your paper – this is what you should normally submit to ORE

16. So my papers open access – what now? Effective dissemination of your work is now in your hands Unless you routinely publish in Nature or Science, getting it out there is up to you… There is an immense advantage for individual authors, and for the discipline as a whole, in free and immediate circulation of ideas, resulting in a faster scientific discourse. Using social mediaUsing social media: practical and ethical guidance for doctors and medical students

17. Increasing the reach of your papers Submit your paper to OREORE Between 50-80% of traffic to institutional repositories is from Google/Scholar…

18. ORE stats - How many visitors? Oct-Dec 2012 20,531 visitors Oct-Dec 2013 26,652 visitors

19. ORE stats - How many unique visitors? 17,428 visitors Oct-Dec 2012 22,369 visitors Oct-Dec 2013

20. Statistics – where do they come from? Snapshot from Autumn term 2013

21. Link dont upload, its illegal! Once your paper is in ORE link to it from your favourite networking sites such as ResearchGate or Academia.eduResearchGateAcademia.edu Dont underestimate Twitter: 1 in 40 scholars active on TwitterTwitter1 in 40 scholars active on Twitter Blog about it – good example on Global BioethicsGlobal Bioethics Upload data to ORE or figshare: Get credit for all your research (papers with associated data on open access attract more attention/citations)figshare MendeleyMendeley, LinkedIn, Facebook, Slideshare, etc.LinkedInFacebookSlideshare See Brian Kellys Open Practices for the Connected ResearcherOpen Practices for the Connected Researcher Read our blog on ResearchGateblog

22. Case study Lesula: A New Species of Cercopithecus Monkey Endemic to the Democratic Republic of Congo and Implications for Conservation of Congos Central Basin Published in PLoS ONE September 12 2012 With various accompanying data All open on CC BY licenceCC BY licence Within hours it was included in a Wikipedia articleWikipedia article Almost immediately started appearing in multiple languages The article (and data): one of the most accessed papers in a short period of time Why? In part because the article and all of its embedded data was freely and clearly available, it could be reused immediately without restrictions

23. Staff profiles Link to full text in ORE appears in staff profile page Web sites need to be able to pull in Symplectic data feed from iHub May need to be set up by IT

24. A word on Twitter Strong on making connections quickly Communicating and discussing published ideas Increasing impact...a citation tweet that is subsequently retweeted can reach an immensely wide audience, with relatively little effort on the part of the initial author. Sharing published work can also restart the scientific life cycle if another researcher follows up on an idea or forms a new collaboration based on a citation tweet. articles published in the Journal of Medical Internet Research that were tweeted about frequently in the first three days following publication were 11 times more likely to be highly cited 17 to 29 months later than 385 less tweeted articles (Eysenbach 2011) The role of twitter in the life cycle of a scientific publication, Emily S. Darling, David Shiffman, Isabelle M. Côté, Joshua A. Drew, arXiv:1305.0435 [cs.DL], 2013. arXiv:1305.0435

25. Example Uploaded DAF report to ORE on 8th August 2012 Tweeted link to followers Included link in email to mailing list Blogged = 444 views in 2 wks

26. Further Information & Help Library open access website: http://as.exeter.ac.uk/library/resources/openaccess/ http://as.exeter.ac.uk/library/resources/openaccess/ Research Toolkit: http://www.exeter.ac.uk/research/toolkit/http://www.exeter.ac.uk/research/toolkit/ Open access queries: openaccess@exeter.ac.ukopenaccess@exeter.ac.uk Information on gold open access funds: http://as.exeter.ac.uk/library/resources/openaccess/openaccessguide/howtoapp lyforopenaccessfunds/ http://as.exeter.ac.uk/library/resources/openaccess/openaccessguide/howtoapp lyforopenaccessfunds/ Open access survival guide: http://hdl.handle.net/10871/14187http://hdl.handle.net/10871/14187 Open access survival guide for new PGR students: http://hdl.handle.net/10871/12501 http://hdl.handle.net/10871/12501 Guide to uploading to ORE using Symplectic: http://hdl.handle.net/10036/4048http://hdl.handle.net/10036/4048 Check your publishers policy at SHERPA/RoMEO: http://www.sherpa.ac.uk/romeo/ http://www.sherpa.ac.uk/romeo/ Subject Librarians: http://as.exeter.ac.uk/library/subjectguides/http://as.exeter.ac.uk/library/subjectguides/ Exeter guidelines on use of social mediaguidelines

27. Any Questions? Contact us: openaccess@exeter.ac.uk