What is Open Access? Unlocking the power of scientific research Abby Clobridge Clobridge Consulting Linking people with information & knowledge www.clobridgeconsulting.com March 2015 http://dx.doi.org/10.6084/m9.figshare.1328121 Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com This work is licensed under a Creative Commons Attribution 4.0 License Open Access 101 What is Open Access? Why Open Access? Open Access Journals Open Access Repositories open Open Access Policies Discoverability through Metadata Interoperability for an e-research infrastructure The Open Knowledge environment Clobridge Consulting | What is Open Access?: Open Access 101 (2014) | www.clobridgeconsulting.com What is Open Access? Open Access (OA) is the free, unrestricted access via the internet to knowledge in the form of research outputs – so research is free to access and includes full re-use rights. Making knowledge both free to access and free to use, re-use, and build upon is critical for international development, innovation, and progress. Science builds on itself and requires collaboration and the exchange of ideas, but individuals must be able to access and fully use this knowledge base in order to engage. OPEN ACCESS is: Scholarly research that is DIGITAL, Free to ACCESS & Free to USE with minimal restrictions Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Why Open Access? Global Access Increased citations Global Visibility Increased usage Global Exposure Faster time from research to application Research & discovery through open licenses – legal re-use, adaptations, remixing INCREASED ACCESS, EXPOSURE, & USAGE Private sector, practitioners, policy makers, students have access to research Public access to publiclyfunded research Sparks innovation & creativity Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Why Open Access? Increased DISCOVERABILITY VISIBILITY RIGHTS TO RE-USE through Open Access… …leads to Greater USAGE and UPTAKE Richly-described materials and robust metadata, human and machine readability, increased search engine optimization all leading to enhanced discoverability of OA research Free to access & free to read = more readers, increased citations, increased visibility Open licenses allowing for re-use, remix, translations, re-purposing – greater usage and uptake of published research Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Open Access Journals “Gold” OA: Authors publish in Open Access journals, i.e. scholarly journals which are: peer-reviewed, free to access, and free to use Open Access journals* are: • Free to access • Free to use: at a minimum, the journals allow users to “read, download, copy, distribute, print, search, or link to the full text of articles” • Scholarly in nature: these journals exercise peer-review or editorial quality control • Immediate access: no embargo or delay on open status *Based on the Budapest Open Access Initiative (BOAI) definition of Open Access and the Directory of Open Access Journals (DOAJ) criteria for inclusion in DOAJ database. More details: https://doaj.org/about Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Open Access Journals Myth: all Open Access journals charge author fees. Reality: While some do levy Article-Processing Charges (APCs) or publication fees, many don’t. “Diamond” Open Access Journals: Open Access without APCs “Hybrid” journals: Subscription-based/closed access journals (not Open Access) but offer authors the option to make their articles openly accessible for a price. Article-Processing Charges (APCs): Usually range from $99 to around $3500, but varies tremendously between journals. Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Open Access Journals Recommended Practices for Open Access Publishers Open Access Scholarly Publishing Association (OASPA): http://oaspa.org/membership/membership-criteria/ Directory of Open Access Journals (DOAJ): http://doaj.org/application/new So-Called “Predatory” Open Access Journals Journals using a wide range of deceptive practices to attract article submissions (and article processing charges) For more details: Beall’s List of Predatory Publishers: http://scholarlyoa.com/publishers/ Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Open Access Journals Open Access and the digital environment have led to new types of publishing and a changing scholarly ecosystem. MegaJournals New type of journal. Journals accept all submissions within scope that are based on sound science and publish as articles are available, not on a set printing schedule. Examples: PLoS One, BMJ Open, Peer J, SAGE Open Cross-disciplinary journals Stronger support for interdisciplinary journals and others which cross traditional boundaries which were not sustainable in traditional models. Library as publisher Increasingly, more libraries are hosting journals and serving in the role of publisher. By using the open-source platform Open Journal Systems (OJS), libraries are working with university presses or individual editors and hosting peer-reviewed journals. Altmetrics and ArticleLevel Metrics Different types of metrics to measure and gauge access to research. The digital environment has made it possible to begin tracking downloads, page views, and social media references to a particular item at the article level, rather than at the journal level. Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Open Access Repositories “Green” Open Access: 1) 2) Authors publish in peer-reviewed scholarly journal, and Deposit manuscript into an Open Access repository Open Access Repositories: Interoperable, standards-compliant repositories to collect, describe, disseminate, and preserve open knowledge Commonly-used OA repository systems: • Dspace, Eprints, Fedora, Digital Commons, Invenio, ContentDM Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Open Access Repositories “Green” Open Access: 1) 2) Authors publish in scholarly journal, AND Deposit manuscript into an Open Access repository Interoperable, standards-compliant repositories to collect, describe, disseminate, and preserve open content 1 2 3 COLLECT DEPOSIT DISSEMINATE Check self-archiving permissions in SHERPA/RoMEO database Deposit appropriate version & metadata into repository Disseminate via Open Access Repositories Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Open Access Policies Mandate Open Access through: - Organizational OA policies by funding agencies National policies Universities with institutional policies Examples of National and Research Funders’ OA & Related Policies - Argentina (national policy) Australia Research Council Autism Speaks Bill and Melinda Gates Foundation CGIAR European Commission Food & Agriculture Organization (FAO) Germany (national policy) Spain (national policy) - UK Department of International Development (DFID) United Nations Educational, Scientific, and Cultural Organization (UNESCO) United States Agency for International Development United States National Institutes of Health Wellcome Trust World Bank Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Metadata In order for Open Access research to be usable, it must first be discoverable. Rich metadata makes it possible for search engines and other systems to find Open Access scholarship. Since most Open Access content is accessed via search engines, it is critical that materials are discoverable. Metadata: “Data about data” Metadata can include details such as: • • • • • • • • Authors’ names and institutional affiliations Subject matter Abstract or short description of the research Publication details: journal title, volume, issue Intellectual property rights Publication dates Embargo dates Administrative details Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Interoperability “Interoperability is the technical ‘glue’ that makes possible an emerging open science infrastructure – an infrastructure that connects a global, de-centralised network of repositories and other tools. While technology exists to make possible this integration, the landscape around interoperability is complex, and continually evolving.” – The Case for Interoperability by The Confederation of Open Access Repositories (COAR) Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Interoperability Interoperability & adoption of international standards make it possible to develop new tools to support repositories and connect repositories to build a global e-research infrastructure. Metadata harvesting - OAI-PMH Protocols for transferring content between systems - SWORD: Deposit once, push content to multiple systems - Dataverse APIs Author identifiers, data identifiers - ORCID, AuthorID, PersID Article-level metrics (ALMs) and altmetrics for repositories - Impact Story, Almetrics.org, Plum Analytics - PLOS Article-Level Metrics API Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Open Knowledge Open Access to research is one component of the growing Open Knowledge environment: • • • • • • • Open Data Open Education and Open Textbooks Open Educational Resources (OERs) Open Licenses Open Scholarship / Open Peer-Review Open Science Open Source Software Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access open Open Knowledge: Open Data open Several major research funding agencies including the Bill & Melinda Gates Foundation, USAID, the European Commission, and CGIAR have Open Access policies that cover both Open Access and Open Data. In these policies, all types of research outputs – peerreviewed scholarly journal articles as well as the data sets underlying research – must be made openly accessible. Examples of current topics in Open Data: • Citing Data – see the Data Citation Principles: http://www.force11.org/datacitation • Granularity of metadata for data sets • Data Management Plans • Good practices in data redundancy, storage, and preservation • Using DOIs and persistent identifiers for data sets Introduction to Open Access Clobridge Consulting | What is Open Access? (2015) | www.clobridgeconsulting.com/open-access Clobridge Consulting Linking people with information & knowledge www.clobridgeconsulting.com Knowledge Management | Information Management | Open Knowledge CONNECT WITH US CONTACT US Sign up for the Clobridge Consulting Newsletter www.clobridgeconsulting.com/newsletter Abby Clobridge, Owner & Principal Consultant Follow us on LinkedIn www.linkedin.com/company/clobridge-consulting Phone: +1 (919) 408-7766 Email: [email protected] Web: www.clobridgeconsulting.com Clobridge Consulting | What is Open Access? (2015) | This work is licensed under a Creative Commons Attribution 4.0 License
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