1. RoMEO, JULIET and OpenDOAR: A Tale with a Happy Ending!
Slides courtesy of the SHERPA Team

2. Overview SHERPA/RoMEO JULIET OpenDOAR
Database of publishers’ copyright policies
JULIET
Database of funders’ open access policies
OpenDOAR
Directory of Open Access Repositories
SHERPA is a project from the University of Nottingham, UK, which aims to:
Set up & expand the UK repository network
Promote usage of OA repositories
Databases & tools to support administrators

3. SHERPA/RoMEO http://www.sherpa.ac.uk/romeo.php
Database of publishers’ copyright policies
Self-archiving by authors - pre-prints & post-prints
Paid Open Access options
Compliance with research funders’ mandates
Purpose
To help determine archiving rights
Sources
Publishers’ information & correspondence
Users’ suggestions

5. SHERPA/RoMEO Sample Record

6. SHERPA/RoMEO Fields Publisher’s name – linked to home page
Archiving permissions
For Pre-prints and Post-prints
Any restrictions – that may prevent archiving
Conditions – which don’t prevent archiving
Compliance with funders’ OA mandates
Paid Open Access options
Links to publishers’ policy web pages
RoMEO colour

7. SHERPA/RoMEO Colours

8. Archiving Permissions by Publisher
~66% of publishers allow some form of self-archiving.
% of journals

9. RoMEO Redevelopment Ideas
Additional publisher fields
e.g. Policy re publisher’s PDF
Better handling of journals
e.g. Extra lookup tables, Abbreviations, etc.
Multilingual data & interfaces
Franchise operation
Application Programmers’ Interface (API)
Improved reliability

10. Funders and Open Access
Open Access to research
Benefits for funders and researchers
Opens new readers and uses
Assists information management
Funders have recognised:
the benefits of OA for their work
their position allows them to gain those benefits by working with researchers
released policies which need action

11. JULIET
JULIET lists funding bodies policies on open access through archiving, publication and data exposure
A companion to RoMEO . . .
JULIET tells you what funders require you to do with your research . . .
RoMEO tells you which journals will let you do it.

12. JULIET http://www.sherpa.ac.uk/juliet/
Open access policies for 31 research funders
Policies and Notes on Publications Archiving
Policies and Notes on Open Access Journals
Policies and Notes on Open Access Data Archiving
Conditions & web links

13. JULIET Publications Archiving policies - summarises
Whether to archive
Requiring open access deposition
What to archive
Author’s final version or publisher’s PDF
When to archive
When accepted for publication? Embargoes
Where to archive
Conditions & web links

14. JULIET – Example Full Record

15. JULIET - Summary Screen

16. OpenDOAR http://www.opendoar.org/
Directory of Open Access Repositories
Lists over 1130 repositories worldwide
Sites visited, quality-checked & analysed
Open access, full texts, functioning
Excludes:
Gated access, metadata-only, broken, Open Access Journals

17. Repositories by Continent

18. OpenDOAR Facilities Country-based List Find Repositories
Find Repositories
Search Repository Contents
Tools for Repository Administrators

21. OpenDOAR Policies Tool
Background
75% of repositories lack visible policies
Need for clarity and guidance on good practice
What Policies?
Re-use of data, Content, Submission & Preservation
The Tool
Radio buttons, checkboxes, pick lists, pop-up boxes
Recommendations
From minimum OA compliance to best practice
Output Options
Plain text, HTML source code, etc

23. Displays any existing policy – if harvestable via OAI-PMH
Policies specified using a combination of radio buttons, check boxes, pop-up boxes, etc.
Much automatic error checking to ensure vital items are not missed and that mutually contradictory options are not selected.
OpenDOAR recommendations automatically check the relevant options for Minimal and Optimal policies.

25. Using SHERPA’s Tools
The SHERPA site provides a rich set of tools to manage repositories
Use OpenDOAR to set good policies for your new repositories
Use JULIET to check if your authors are required to deposit
Use RoMEO to check that authors are allowed to deposit their papers
Remember – the majority of journals allow deposit – copyright concerns are not a barrier to open access!

26. Thanks to the SHERPA Team
Especially:
Bill Hubbard, SHERPA Manager,
Peter Millington, Technical Development Officer
Jane Smith, Services Development Officer
for the slides