Open Access

Back to Guidelines - Step 1

''Teach a scientist to be open and you feed science for a lifetime. ~ Anon ~'' Publicly funded research should be permanently archived, immediately upon acceptance for publication, on the internet, without any financial or legal restrictions to the public.





What is wrong with science today?
Please watch the video below for a humorous explanation

https://www.youtube.com/watch?v=0Rnq1NpHdmw

What is Open Access?
Watch the introduction to open access video below

File:Open-access-explained.mp4

Please watch further introductory videos below:
 * http://youtu.be/GMIY_4t-DR0 - Scientist meets Publisher
 * http://youtu.be/lfsZ7DwsMWc - Accelerating Impact
 * http://youtu.be/1fCbZV_iIRs - Hacking The Academy: Leslie Chan at TEDxUTSC
 * http://youtu.be/8OhdZFZ9x0w - 20th anniversary of Bioline International
 * http://youtu.be/G55hlnSD1Ys - How Open Access Empowered a 16-Year-Old to Make Cancer Breakthrough
 * http://youtu.be/xMDBl6fQlvo - Carlos Rossel - Empowering Development: Why Open Access is Right for the World Bank
 * http://youtu.be/OKDxsAkqVh4 - Rebirth of science: Bernard Rentier at TEDxLiege

Types of Open Access
Below are the generally accepted definitions of the types of open access. Also see: https://en.wikipedia.org/wiki/Open_access

GOLD
BORN OPEN - Articles are public at the moment of publication, without payment of any article processing fees by contributors, and are then permanently archived via an institutional repository.

GREEN
EMERGE OPEN - Articles that were previously published under an embargo or pay-wall or both, are then made public and permanently archived via an institutional repository.

FOOL'S GOLD
PAY TO PUBLISH - Articles are public at the moment of publication after payment of an article processing fee by contributors, and are then permanently archived via an institutional repository.

PLEASE SEE: https://en.wikipedia.org/wiki/Predatory_open_access_publishing

Copyright
Click on the heading above.

History

 * [[Media:A_Brief_History_of_Open_Access.pdf|2016 - ROYSTER - A BRIEF HISTORY OF OPEN ACCESS]]
 * 2015 - GIBSON - AN INTRODUCTION TO LONG TERM DIGITAL PRESERVATION OF THE DIGITAL ACADEMIC RESEARCH RECORD BY ACADEMIC LIBRARIES
 * http://arstechnica.co.uk/science/2016/06/what-is-open-access-free-sharing-of-all-human-knowledge

Introduction
A subversive proposal written by Steven Harnard in 1994, precipitated later by the serials bundle crisis, led to the beginning of the open access movement and the creation of institutional research/subject repositories.

For a detailed timeline, please view: http://symplectic.co.uk/open-access-timeline

Journal Costs

 * http://shiny.retr0.me/journal_costs
 * http://www.journalprices.com
 * http://thecostofknowledge.com



Policy Formulation
An open access policy is usually for the repository director to formulate in collaboration with the research offices and top institutional management.

The essential features of an effective Green OA mandate are the following.

(1) It must require deposit immediately upon acceptance for publication (not after an embargo).

(2) It must require deposit of the author's refereed, accepted final draft (not the publisher's PDF).

(3) It must require deposit in the author's institutional repository (not institution-externally).

(4) Immediate deposit must be made a prerequisite for future research performance evaluation.

(5) The authors institutional repository must implement the "copy-request feature", if embargoes are enabled.

(6) The immediate-deposit need not be immediate-open-access so long as the "copy-request feature" is implemented.

Open Access Literature

 * [[Media:A_Brief_History_of_Open_Access.pdf|2016 - ROYSTER - A BRIEF HISTORY OF OPEN ACCESS]]
 * [[Media:Good-oa-practices-2015.pdf|2015 - SHIEBER AND SUBER - GOOD PRACTICES FOR UNIVERSITY OPEN ACCESS POLICIES]]
 * [[Media:FUNDERS_POLICY_GUIDELINES_FINAL.pdf|2015 - PASTEUR40A - OPEN ACCESS POLICY GUIDELINES FOR FUNDERS]]
 * [[Media:INSTITUTIONS_POLICY_GUIDELINES_FINAL.pdf|2015 - PASTEUR40A - OPEN ACCESS POLICY GUIDELINES FOR INSTITUTIONS]]
 * [[Media:Open_access_report_v3.pdf|2015 - EUA - OPEN ACCESS CHECKLIST: A PRACTICAL GUIDE ON IMPLEMENTATION]]
 * [[Media:2014-oa-smith.pdf|2014 - SMITH - OPEN ACCESS]]
 * 2013 - IFLA - TRENDS REPORT
 * [[Media:Oa-peter-suber.pdf|2012 - PETER SUBER - OPEN ACCESS BOOK]]
 * [[Media:652x0m1.pdf|2011 - CCSDS - AUDIT AND CERTIFICATION OF TRUSTWORTHY DIGITAL REPOSITORIES]]
 * [[Media:BRTF_Final_Report.pdf|2010 - NSF - ENSURING LONG TERM ACCESS TO DIGITAL INFORMATION]]
 * 2009 - SHERPA - STAFF AND SKILL SETS FOR REPOSITORIES
 * [[Media:The_Case_for_Open_Access_Opinion_The_Harvard_Crimson.pdf|2008 - ROBERT DARNTON - THE CASE FOR OPEN ACCESS]]
 * [[Media:Framework3.pdf|2007 - NISO - A FRAMEWORK OF GUIDANCE FOR BUILDING GOOD DIGITAL COLLECTIONS]]
 * [[Media:The-access-principle.pdf|2006 - JOHN WILLINSKY - THE ACCESS PRINCIPLE]]
 * [[Media:2005-swan-self-archiving.pdf|2005 - SWAN - OPEN ACCESS SELF_ARCHIVING - AN INTRODUCTION]]
 * [[Media:Dlbook.pdf|2004 - ROY TENNANT - THE DIGITAL LIBRARY BOOK]]
 * [[Media:Arl-br-226.pdf|2003 - ARL - CLIFFORD LYNCH - INSTITUTIONAL REPOSITORIES: ESSENTIAL INFRASTRUCTURE FOR SCHOLARSHIP IN THE DIGITAL AGE]]
 * [[Media:Tdr-oclc.pdf|2002 - RLG OCLC - TRUSTED DIGITAL REPOSITORIES]]
 * [[Media:Michael Gorman - Five new laws of librarianship.pdf|1995 - MICHAEL GORMAN - FIVE NEW LAWS OF LIBRARIANSHIP]]

UNESCO Books for Librarians

 * [[Media:L1.pdf|L1 - Introduction to Open Access]]
 * [[Media:L2.pdf|L2 - Open Access Infrastructure]]
 * [[Media:L3.pdf|L3 - Resource Optimisation]]
 * [[Media:L4.pdf|L4 - Interoperability and Retrieval]]

UNESCO Books for Researchers

 * [[Media:R1.pdf|R1 - Scholarly Communications]]
 * [[Media:R2.pdf|R2 - Concepts of Openness and Open Access]]
 * [[Media:R3.pdf|R3 - Intellectual Property Rights]]
 * [[Media:R4.pdf|R4 - Research Evaluation Metrics]]
 * [[Media:R5.pdf|R5 - Sharing your Work in Open Access]]

Policies
http://www.eifl.net/news/open-access-policy-guidelines-and-checklists

https://www.jisc.ac.uk/blog/top-tips-for-developing-an-effective-open-access-policy-18-jul-2016

Database
http://roarmap.eprints.org

Research Councils

 * [[Media:2015-rcuk-oa-policy-updated.pdf|2015 - HEFCE - OPEN ACCESS POLICY]]
 * [[Media:Icsu-report-on-open-access.pdf|2014 - ICSU - REPORT ON OPEN ACCESS]]
 * [[Media:Oa-policy-rcuk.pdf|2013 - RCUK - OPEN ACCESS POLICY]]

Funders
Global Research Council - Action Plan

[[Media:ARC_Open_Access_Policy_Version_2013.1.pdf|ARC - Australia - Policy]]

CAS - China - Policy

[[Media:Open_access_policy_researchers_funded_ERC.pdf|ERC - Europe - Guidelines]]

EPSRC - UK - Policy

NSF - USA - Policy

Tri-Agency - Canada - Policy

NRF - South Africa - Statement



Bill and Melinda Gates Foundation

Institutional

 * Stellenbosch University
 * [[Media:UCT-OA-Policy.pdf|University of Cape Town]]
 * [[Media:Up-oa-policy.pdf|University of Pretoria]]
 * University of the Free State
 * University of Oxford
 * University of Cambridge
 * [[Media:Yale-oa-policy.pdf|Yale University]]
 * Princeton University
 * Harvard University
 * Boston University
 * University of California
 * California Institute of Technology
 * European University Institute
 * King Abdullah University of Science and Technology (KAUST)

International

 * IAP
 * WHO
 * [[Media:Unesco-oa-policy-v2.pdf|UNESCO]]
 * World Bank
 * Wikimedia Foundation

National

 * USA White House OSTP
 * Irish Research Organisations
 * Australian Research Council
 * Chinese Research Council
 * The European Commission

Conceptual Origins

 * http://en.wikipedia.org/wiki/Memex
 * http://en.wikipedia.org/wiki/Standing_on_the_shoulders_of_giants
 * http://en.wikipedia.org/wiki/Great_Conversation
 * http://en.wikipedia.org/wiki/Tragedy_of_the_commons
 * http://en.wikipedia.org/wiki/Knowledge_commons
 * http://en.wikipedia.org/wiki/Evidence-based_policy

Founding Open Access Statements

 * The Budapest Open Access Initiative
 * The Berlin Declaration
 * Bethesda Statement on Open Access Publishing
 * The Lyon Declaration
 * http://www.ifla.org/publications/ifla-statement-on-open-access-to-scholarly-literature-and-research-documentation

Advocacy

 * http://oad.simmons.edu/oadwiki/Advocacy_organizations_for_OA
 * http://arstechnica.com/science/2016/06/what-is-open-access-free-sharing-of-all-human-knowledge
 * http://www.dailymotion.com/video/x2ttw9r_the-case-for-open-access-publishing-at-unc-charlotte_school
 * http://www.openaccessbutton.org or http://en.wikipedia.org/wiki/Open_Access_Button
 * http://openpolicynetwork.org
 * http://www.greynet.org
 * https://libraryfreedomproject.org
 * http://www.pasteur4oa.eu

File:6-oa-myths.mp4

Citation Benefits
Also see: http://wiki.lib.sun.ac.za/index.php/SUNScholar/Electronic_Citation_Persistence and http://wiki.lib.sun.ac.za/index.php/SUNScholar/Web_Analytics


 * http://eprints.soton.ac.uk/id/eprint/260713
 * http://eprints.soton.ac.uk/id/eprint/268493
 * http://eprints.soton.ac.uk/id/eprint/260207

The Open Access Citation Advantage
Click on the heading above.

Also see: http://www.eigenfactor.org

Communities of Practice
Wenger, et al (2002) defines a Community of Practice (COP) as a group of people who share a common interest and who come together to fulfil both individual and group goals.
 * http://www.sparc.arl.org/COAPI
 * http://ukcorr.org
 * http://www.openaire.eu
 * http://www.fosteropenscience.eu
 * http://www.libereurope.eu
 * http://aoasg.org.au
 * http://open-access.org.uk
 * http://www.ciard.net
 * http://www.openaccess.nl
 * http://www.ub.uit.no/wiki/noap/index.php/Main_Page

Current News

 * http://paper.li/SPARC_EU/1333818336
 * http://openaccess.eprints.org
 * http://scholarlykitchen.sspnet.org

Berlin Conferences

 * http://www.berlin11.org
 * http://www.berlin10.org
 * http://www.berlin9.org
 * http://www.berlin8.org
 * http://www.berlin7.org
 * http://www.berlin6.org
 * http://www.berlin5.org

Open Access applied at Stellenbosch University

 * SUNScholar
 * SUNJournals
 * SUNConferences

Open Access and Open Science

 * http://www.oaacademy.org
 * 2014 - Steven Harnard - LISC75 - From green open access to open science
 * http://www.lisc75.co.za

Tweets/Blogs

 * http://scholarlyoa.com