1. The UC Open Access Policy: Tools to support faculty participation University of California

2. The UC Academic Senate adopted the UC Open Access Policy on July 24, 2013. The UC Open Access Policy More information at uc-oa.info

3. 1. Faculty retain copyright to their work and issue to university a non-exclusive license to exercise rights under copyright, including distribution and display. How the policy works More information at uc-oa.info

4. 2. Faculty deposit articles into an open access repository or publish them in an open access journal and provide a link. How the policy works More information at uc-oa.info

5. 3. Faculty may opt out of the policy for any article for any reason. How the policy works More information at uc-oa.info

6. Scope of the UC Policy More information at uc-oa.info Covered: Academic Senate faculty “Scholarly articles,” including materials published in journals, conference proceedings, etc. Articles with a publication agreement signed after July 24, 2013. Not covered: Students Adjuncts Visiting professors Post-docs and researchers Books Popular, non-scholarly articles Fiction and poetry Lecture notes Articles published before the policy was passed.

7. The corpus of most UC faculty works will be made freely available and searchable, in full text. Advantages of the OA Policy More information at uc-oa.info

8. Open Access articles are read more often and are more highly cited than articles in subscription-based journals. Advantages of the OA Policy More information at uc-oa.info

9. Institutions with fewer resources, institutions in other countries, and researchers and patients worldwide benefit. Advantages of the OA Policy More information at uc-oa.info

10. Timeline More information at uc-oa.info November 2013Faculty deposit implemented for UCSF, UCLA, UCI; OSC site released October 2014 6-month review of OA Policy implementation by UCOLASC (University Committee on Library and Scholarly Communication) Harvesting tool launched for UCSF, UCLA, UCI November 2014Faculty deposit implemented for remaining 7 campuses, contingent on Senate reviews May 2015Review of harvesting tool by Academic Senate September 2015Harvesting tool implemented for remaining UC campuses, contingent on Senate reviews, funding

11. How to Deposit More information at uc-oa.info Manual deposit is available for faculty on all UC campuses. Faculty at UC Irvine, UCLA, and UCSF can deposit via a publication harvesting system. The automated publication harvesting system will be available for faculty on all remaining campuses by September 2015.

12. The automated publication harvesting system, launching in October 2014 for faculty at UC Irvine, UCLA, and UCSF, is built to make deposit easier than ever. Faculty will be contacted via email to: Verify their articles within UC’s new publication management system Upload a copy or provide an open access link to their publications. Automated Harvesting More information at uc-oa.info

13. Automated Harvesting More information at uc-oa.info 1. Click the link in the notification email and log in using your existing UC campus credentials. Screen capture courtesy of Symplectic. Used with permission. All rights reserved.

14. Automated Harvesting More information at uc-oa.info 2. You’ll be presented with a list of your recent publications. Use the checkmark icon to claim those you’ve authored, or the X icon to reject any that aren’t yours. Screen capture courtesy of Symplectic. Used with permission. All rights reserved.

15. Automated Harvesting More information at uc-oa.info 3. If you claim an item that’s covered by the UC Open Access Policy, you’ll be prompted to upload a file or provide a link (if the article is already openly available). Screen capture courtesy of Symplectic. Used with permission. All rights reserved.

16. Automated Harvesting More information at uc-oa.info 4. Once your deposit is complete, you’ll be returned to your list of recent publications, in case you need to verify others. You will receive additional email notifications when we discover new publications authored by you. Screen capture courtesy of Symplectic. Used with permission. All rights reserved.

17. Manual Deposit More information at uc-oa.info From uc-oa.info: 1. Select Deposit Your Work from the UC Open Access Policy menu. 2. Select your campus.

18. More information at uc-oa.info 3. Log in to your eScholarship account.

19. More information at uc-oa.info 4. Enter a few details about your work. (Tip: Entering a DOI or PubMed ID will automatically complete the form for you!) 5. Provide a file. You can upload your manuscript or, if your manuscript is already openly available, provide a link. 6. Specify how others may reuse your work, acknowledge the deposit agreement, then click Submit.

20. 200 publishers have been informed about the policy. Publishers More information at uc-oa.info

21. A very small number of publishers have been contacting UC authors to ask them to waive the policy or provide a proof of embargo letter. Publishers More information at uc-oa.info

22. uc-oa.info will be updated with publisher information as it is gathered and verified. Publishers More information at uc-oa.info

23. Responding to Publishers More information at uc-oa.info 1.Go to uc-oa.info or osc.universityofcalifornia.edu 2.Navigate to the “Get a Waiver/Embargo” page 3.Fill out basic information and generate a letter to give to publishers

24. For further reading… More information at uc-oa.info Visit the Office of Scholarly Communication website for: The full text of the policy Answers to dozens of Frequently Asked Questions Campus contacts/resources And more! uc-oa.info

25. Get the Word Out! More information at uc-oa.info Link to information about the policy from your website with transferable ads

26. Ideas? Questions? Feedback? More information at uc-oa.info Berkeley Jean McKenzie, jmckenzi@library.berkeley.edu Margaret Phillips, mphillip@library.berkeley.edu jmckenzi@library.berkeley.edu mphillip@library.berkeley.edu Davis Open Access support team, OAsupport@lib.ucdavis.edu OAsupport@lib.ucdavis.edu Irvine Mitchell Brown, mcbrown@uci.edu mcbrown@uci.edu UCLA Angela Riggio, ariggio@library.ucla.eduariggio@library.ucla.edu Merced Susan Mikkelsen, smikkelsen@ucmerced.edu smikkelsen@ucmerced.edu Riverside Rhonda L. Neugebauer, rhonda.neugebauer@ucr.edu rhonda.neugebauer@ucr.edu San Diego Nancy Stimson, nstimson@ucsd.edu nstimson@ucsd.edu UCSF Anneliese Taylor, oapolicy@ucsf.edu oapolicy@ucsf.edu Santa Barbara Sherri Barnes, barnes@library.ucsb.edu barnes@library.ucsb.edu Santa Cruz Scholarly Communications and eResearch Team, scer@library.ucsc.edu scer@library.ucsc.edu osc@ucop.edu

27. Liaison Librarian Services More information at uc-oa.info Consultations: – Access to library resources (e-journals, etc.) – Literature searching service -- or advice on how to search – Citation management (EndNote, RefWorks, etc.) – Compliance with funder mandates (NIH Public Access Policy, NSF data management plans, etc.) – Assistance with data management planning New faculty/staff orientations – Attendance at group sessions or one-on-one orientations