Open Access

Back to Guidelines - Step 1

Teach a scientist to be open and you feed science for a lifetime. Anon

Publicly funded research must be made publicly available, immediately upon publication on the internet, at no cost to the contributors and without any restrictions to the public, as a condition for current research evaluation and future research funding.

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BEFORE OPEN ACCESS Publication/Subscription fees that put enormous pressure on researcher and library budgets

AFTER OPEN ACCESS No publication/subscription fees which releases additional funds for researcher and library budgets

What is Open Access?

Please watch the 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

Watch the video below:

Types of Open Access

Below are the generally accepted definitions of the types of open access.

GOLD

Born open - Articles are public at the moment of publication, without payment of any article processing fees.

FOOL'S GOLD/HYBRID/PREDATORY

Paid open - Articles are public at the moment of publication, usually after payment of an article processing fee.

GREEN

Made open - Articles that were previously published under an embargo or pay-wall or both, are made public via an institutional repository.

The Open Access Citation Advantage

Click on the heading above.

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

Copyright

Click on the heading above.

A Brief History

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.

Also see: 2015 - GIBSON - AN INTRODUCTION TO LONG TERM DIGITAL PRESERVATION OF THE DIGITAL ACADEMIC RESEARCH RECORD BY ACADEMIC LIBRARIES

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.

Open Access Literature

• 2015 - PASTEUR40A - OPEN ACCESS POLICY GUIDELINES FOR FUNDERS
• 2015 - PASTEUR40A - OPEN ACCESS POLICY GUIDELINES FOR INSTITUTIONS
• 2015 - EUA - OPEN ACCESS CHECKLIST: A PRACTICAL GUIDE ON IMPLEMENTATION
• 2014 - SMITH - OPEN ACCESS
• 2013 - IFLA - TRENDS REPORT
• 2012 - PETER SUBER - OPEN ACCESS BOOK
• 2011 - CCSDS - AUDIT AND CERTIFICATION OF TRUSTWORTHY DIGITAL REPOSITORIES
• 2010 - NSF - ENSURING LONG TERM ACCESS TO DIGITAL INFORMATION
• 2009 - SHERPA - STAFF AND SKILL SETS FOR REPOSITORIES
• 2008 - ROBERT DARNTON - THE CASE FOR OPEN ACCESS
• 2007 - NISO - A FRAMEWORK OF GUIDANCE FOR BUILDING GOOD DIGITAL COLLECTIONS
• 2006 - JOHN WILLINSKY - THE ACCESS PRINCIPLE
• 2005 - SWAN - OPEN ACCESS SELF_ARCHIVING - AN INTRODUCTION
• 2004 - ROY TENNANT - THE DIGITAL LIBRARY BOOK
• 2003 - ARL - CLIFFORD LYNCH - INSTITUTIONAL REPOSITORIES: ESSENTIAL INFRASTRUCTURE FOR SCHOLARSHIP IN THE DIGITAL AGE
• 2002 - RLG OCLC - TRUSTED DIGITAL REPOSITORIES
• 1995 - MICHAEL GORMAN - FIVE NEW LAWS OF LIBRARIANSHIP

UNESCO Books for Librarians

• L1 - Introduction to Open Access
• L2 - Open Access Infrastructure
• L3 - Resource Optimisation
• L4 - Interoperability and Retrieval

UNESCO Books for Researchers

• R1 - Scholarly Communications
• R2 - Concepts of Openness and Open Access
• R3 - Intellectual Property Rights
• R4 - Research Evaluation Metrics
• R5 - Sharing your Work in Open Access

Policies

Database

http://roarmap.eprints.org

Research Councils

• 2014 - ICSU - REPORT ON OPEN ACCESS

Funders

Global Research Council - Action Plan

ARC - Australia - Policy

CAS - China - Policy

ERC - Europe - Guidelines

RCUK - UK - Policy

HEFCE - UK - Policy

EPSRC - UK - Policy

NSF - USA - Policy

Tri-Agency - Canada - Policy

NRF - South Africa - Statement

Bill and Melinda Gates Foundation

Institutional

• Stellenbosch University
• University of Cape Town
• University of Pretoria
• University of the Free State
• University of Oxford
• University of Cambridge
• 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

• WHO
• 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

Advocacy

• http://oad.simmons.edu/oadwiki/Advocacy_organizations_for_OA
• 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

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

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

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

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Tweets/Blogs

• http://scholarlyoa.com

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