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Belgian OA Week: Open Access to Excellence in Research
                   22 October 2012, Brussels




    EU Policies
        for
    Open Access


            Carl-Christian Buhr
           http://bit.ly/cc_buhr, @ccbuhr
                 (All expressed views are those of the speaker.)




http://slidesha.re/openscienceCOM                    http://creativecommons.org/licenses/by-nc/3.0/de/
DINI Jahrestagung: Bausteine für Open Science
                   24 September 2012, Karlsruhe




         Die
Open-Access-Politik
  der Europäischen
        Union

              Carl-Christian Buhr
             http://bit.ly/cc_buhr, @ccbuhr
                   (All expressed views are those of the speaker.)




  http://slidesha.re/openscienceCOM                    http://creativecommons.org/licenses/by-nc/3.0/de/
Open Knowledge Festival: Open Research & Education
                   20 September 2012, Helsinki




    Open Science
       at the
European Commission


              Carl-Christian Buhr
             http://bit.ly/cc_buhr, @ccbuhr
                   (All expressed views are those of the speaker.)




  http://slidesha.re/openscienceCOM                    http://creativecommons.org/licenses/by-nc/3.0/de/
101 Actions



                               http://ec.europa.eu/digital-agenda



                                 DAE




http://bit.ly/NeelieKroesEU,
@NeelieKroesEU
101 Actions



                               http://ec.europa.eu/digital-agenda




                                  Advising on...

                                  ICT Research Policy
                                  Digital Science
                                  Scientific Information
                                  Open Access
                                  Research Infrastructures
                                  etc.
                                          http://bit.ly/cc_buhr,
http://bit.ly/NeelieKroesEU,              @ccbuhr
@NeelieKroesEU
The European Commission as...

...Policy Maker
          Launches policy debates
          Invites Member States to take action
          Proposes EU legislation

...Funding Agency
          e.g. Research & Innovation
          Access policies for funded research

...Infrastructure Builder
          Funds research infrastructures
          Funds related research
          Supports networking activities
27 Commissioners...


    Digital Agenda
                                                 R&I, ERA




     Neelie Kroes
                                            Máire Geoghegan-Quinn


http://ec.europa.eu/commission_2010-2014/
...proposed Horizon 2020

                      Key elements

- For 2014-2020
- For R&D and for Innovation projects
- Funding: EUR 80bn
...
- Strong increase for e-Infrastructures
- Open Access to research results: for all
  publications, to data where appropriate

                                  Press Release IP/11/1475 of 30 November 2011
     Informationsportal: http://ec.europa.eu/research/horizon2020/index_en.cfm
...now debated in Parliament and Council
European Parliament




                             Council of the European Union
http://europarl.europa.eu/




...in particular
on Open Access &
looking good
                                     http://consilium.europa.eu/
What is open access (OA)
            to publications?

  Online access at no charge to the user
         to scientific publications
(more detail: BOAI (2001) and BOAI10 (2012))


 OA comes after a decision to publish,
         no mandatory publishing
How to make
                 a publication OA?

Gold OA: Publication in an OA journal, payment
  by the author, immediately accessible


Issues: Hybrid journals (mixing OA/non-OA
  content), amount of author charges, licenses
  & use/re-use rights


Green OA: Deposit of peer-reviewed manuscripts
  in an OA repository, short embargo acceptable


Issues: length of embargo, ensuring deposit &
Status Quo
                                                           until 2013
                                         OA to Publications
                                         Covers 20% FP7 budget
                                         Best effort mandate
                                         Embargo (6/12m)
                                         Costs reimbursable

                                         OA to Data
                                         Some projects
                                         Not systematic



http://ec.europa.eu/research/science-society/open_access
Strong political support
           “Access to scientific results for
            free, for all, for ever is a
            compelling vision indeed.”

“The question is no longer ‘if’
we should have open access. The
question is about ‘how’ we
should develop it further and
promote it.”


“Scientific information has the
 power to transform our lives
 for the better – it is too
 valuable to be locked away.”
Digital Agenda &
                                           Open Access

“[…] publicly funded research should
  be widely disseminated through Open
  Access publication of scientific
  data and papers”

“[…] the Commission will
  appropriately extend current
  Open Access publication
  requirements […]”


                           A Digital Agenda for Europe (COM(2010)245, 19.05.2010),
http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=CELEX:52010DC0245(01):EN:NOT
Innovation Union &
                                        Open Access
“[...] the Commission will propose a
European Research Area framework and […]
open access to publications and data from
publicly funded research”.
“The Commission will promote
open access to the results of
publicly funded research. It
will aim to make open access to
publications the general
principle for projects funded
by the EU research Framework
Programmes […]”     Innovation Union (COM(2010)546, 06.10.2010),
    http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=CELEX:52010DC0546:EN:NOT
Communication & Recommendation
         on Scientific Information


Adopted on 17 July 2012: Documents at
http://bit.ly/MuHbBl

Goals

 100% OA for publications in Horizon 2020

 Member States to have OA policies by 2014

 60% of publicly funded research OA by 2014
OA in Horizon 2020

OA Pilot in FP7                              OA mandate in H2020
  "Best effort" OA                             OA Obligation




                                  Green OA
  7 work programmes
                                               All work programmes
  Peer-reviewed publications
  Allowed embargos: 6/12 months                "
  (for social sciences                         "
  & humanities)                                Plus: Pilot for
                                               OA to data



OA publishing costs                          OA publishing costs
                                  Gold OA




    Eligibile while                              Eligibile while
    project runs                                 project runs
                                                 New financial tool to
                                                 cover later publications
OA in the Member States

Conclusions of policy review

Disparate follow-up to 2007 EU initiative
No clear OA obligations in many MS
 2007 policy needs to be updated



Commission Recommendations

Complete set of recommendations to MS
Consistency between H2020/MS policies
OA to publications
OA to data (with some caveats)
Accompanying measures
Preparing
                                                     for
                                                 Data OA


            http://bit.ly/riding_the_wave

  ”the data themselves become the infrastructure”.




Geant High Level Expert Group,
Report of October 2011 http://bit.ly/geantEG
"My goal is to raise awareness of the
                opportunities represented by
                scientific data"
                http://europa.eu/rapid/pressReleasesAction.do?
                reference=SPEECH/10/518

"[T]ruly free access to scientific data is not
possible without a coordinated effort of
European and global stakeholders to build and
sustain an underlying seamless and trusted
infrastructure."
http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/10/716


"[Interoperability] is the key to
global, multi-disciplinary science,
supported by reliable and high-
performance data infrastructure. We
need datasets and software to work
with each other"
http://europa.eu/rapid/pressReleasesAction.do?
reference=SPEECH/12/392
What next for Open
                             Science?
Policy
Who will run science data infrastructures?
Towards a common approach in Europe
International coordination

Funding
Build on PRACE, GÉANT, OpenAIREplus etc.
Infrastructures to cope with “Big Data”
Drive research into tools & methods

Community Building
For example: Digital Humanities
Europeana as a research infrastructure (funded
through the Connecting Europe Facility)
Building Infrastructures

          plus
                                                          http://www.eudat.eu/




         http://www.openaire.eu




                            http://www.prace-project.eu
                                                           http://europeana.eu
 http://www.geant.net



maintain, link, extend
Discussion

How to bring together the Open Access and Open
Data Communities? (On policy, on technology?)
Joint projects?

Institutional questions: Role of Libraries?

Common challenges? E.g. (publications/documents
as data, micro publications, text mining, etc.)
What should Horizon 2020 fund?

Learning from each other: Formats, architecture,
infrastructure

Is research data just a special case?
Pointers

                               The EC and open access
                       http://ec.europa.eu/research/science-society/open_access
  Communication & Recommendation on Scientific Information
                   http://europa.eu/rapid/pressReleasesAction.do?reference=IP/12/790
     http://ec.europa.eu/research/science-society/index.cfm?fuseaction=public.topic&id=1301&lang=1
                     Relevant Speeches by Neelie Kroes
                 http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/10/518
                 http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/10/716
                 http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/12/218
                 http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/12/258
                 http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/12/392
Data Expert Group Report: “Riding the wave” http://bit.ly/riding_the_wave
       GÉANT Expert Group: “Knowledge without Borders”
                                         http://bit.ly/geantEG

                                Horizon 2020 proposal
                         http://ec.europa.eu/research/horizon2020/index_en.cfm

                       Budapest Open Access Initiative
                         http://www.opensocietyfoundations.org/openaccess/read
                        http://www.soros.org/openaccess/boai-10-recommendations



                                           Contacts
       <web>http://bit.ly/{NeelieKroesEU, cc_buhr}</web>
           <twitter>@NeelieKroesEU, @ccbuhr</twitter>
       <facebook>http://on.fb.me/Neelie_Kroes</facebook>

  http://slidesha.re/openscienceCOM                          http://creativecommons.org/licenses/by-nc/3.0/de/

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Open Science at the European Commission

  • 1. Belgian OA Week: Open Access to Excellence in Research 22 October 2012, Brussels EU Policies for Open Access Carl-Christian Buhr http://bit.ly/cc_buhr, @ccbuhr (All expressed views are those of the speaker.) http://slidesha.re/openscienceCOM http://creativecommons.org/licenses/by-nc/3.0/de/
  • 2. DINI Jahrestagung: Bausteine für Open Science 24 September 2012, Karlsruhe Die Open-Access-Politik der Europäischen Union Carl-Christian Buhr http://bit.ly/cc_buhr, @ccbuhr (All expressed views are those of the speaker.) http://slidesha.re/openscienceCOM http://creativecommons.org/licenses/by-nc/3.0/de/
  • 3. Open Knowledge Festival: Open Research & Education 20 September 2012, Helsinki Open Science at the European Commission Carl-Christian Buhr http://bit.ly/cc_buhr, @ccbuhr (All expressed views are those of the speaker.) http://slidesha.re/openscienceCOM http://creativecommons.org/licenses/by-nc/3.0/de/
  • 4. 101 Actions http://ec.europa.eu/digital-agenda DAE http://bit.ly/NeelieKroesEU, @NeelieKroesEU
  • 5. 101 Actions http://ec.europa.eu/digital-agenda Advising on... ICT Research Policy Digital Science Scientific Information Open Access Research Infrastructures etc. http://bit.ly/cc_buhr, http://bit.ly/NeelieKroesEU, @ccbuhr @NeelieKroesEU
  • 6. The European Commission as... ...Policy Maker Launches policy debates Invites Member States to take action Proposes EU legislation ...Funding Agency e.g. Research & Innovation Access policies for funded research ...Infrastructure Builder Funds research infrastructures Funds related research Supports networking activities
  • 7. 27 Commissioners... Digital Agenda R&I, ERA Neelie Kroes Máire Geoghegan-Quinn http://ec.europa.eu/commission_2010-2014/
  • 8. ...proposed Horizon 2020 Key elements - For 2014-2020 - For R&D and for Innovation projects - Funding: EUR 80bn ... - Strong increase for e-Infrastructures - Open Access to research results: for all publications, to data where appropriate Press Release IP/11/1475 of 30 November 2011 Informationsportal: http://ec.europa.eu/research/horizon2020/index_en.cfm
  • 9. ...now debated in Parliament and Council European Parliament Council of the European Union http://europarl.europa.eu/ ...in particular on Open Access & looking good http://consilium.europa.eu/
  • 10. What is open access (OA) to publications? Online access at no charge to the user to scientific publications (more detail: BOAI (2001) and BOAI10 (2012)) OA comes after a decision to publish, no mandatory publishing
  • 11. How to make a publication OA? Gold OA: Publication in an OA journal, payment by the author, immediately accessible Issues: Hybrid journals (mixing OA/non-OA content), amount of author charges, licenses & use/re-use rights Green OA: Deposit of peer-reviewed manuscripts in an OA repository, short embargo acceptable Issues: length of embargo, ensuring deposit &
  • 12. Status Quo until 2013 OA to Publications Covers 20% FP7 budget Best effort mandate Embargo (6/12m) Costs reimbursable OA to Data Some projects Not systematic http://ec.europa.eu/research/science-society/open_access
  • 13. Strong political support “Access to scientific results for free, for all, for ever is a compelling vision indeed.” “The question is no longer ‘if’ we should have open access. The question is about ‘how’ we should develop it further and promote it.” “Scientific information has the power to transform our lives for the better – it is too valuable to be locked away.”
  • 14. Digital Agenda & Open Access “[…] publicly funded research should be widely disseminated through Open Access publication of scientific data and papers” “[…] the Commission will appropriately extend current Open Access publication requirements […]” A Digital Agenda for Europe (COM(2010)245, 19.05.2010), http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=CELEX:52010DC0245(01):EN:NOT
  • 15. Innovation Union & Open Access “[...] the Commission will propose a European Research Area framework and […] open access to publications and data from publicly funded research”. “The Commission will promote open access to the results of publicly funded research. It will aim to make open access to publications the general principle for projects funded by the EU research Framework Programmes […]” Innovation Union (COM(2010)546, 06.10.2010), http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=CELEX:52010DC0546:EN:NOT
  • 16. Communication & Recommendation on Scientific Information Adopted on 17 July 2012: Documents at http://bit.ly/MuHbBl Goals  100% OA for publications in Horizon 2020  Member States to have OA policies by 2014  60% of publicly funded research OA by 2014
  • 17. OA in Horizon 2020 OA Pilot in FP7 OA mandate in H2020 "Best effort" OA OA Obligation Green OA 7 work programmes All work programmes Peer-reviewed publications Allowed embargos: 6/12 months " (for social sciences " & humanities) Plus: Pilot for OA to data OA publishing costs OA publishing costs Gold OA Eligibile while Eligibile while project runs project runs New financial tool to cover later publications
  • 18. OA in the Member States Conclusions of policy review Disparate follow-up to 2007 EU initiative No clear OA obligations in many MS  2007 policy needs to be updated Commission Recommendations Complete set of recommendations to MS Consistency between H2020/MS policies OA to publications OA to data (with some caveats) Accompanying measures
  • 19. Preparing for Data OA http://bit.ly/riding_the_wave ”the data themselves become the infrastructure”. Geant High Level Expert Group, Report of October 2011 http://bit.ly/geantEG
  • 20. "My goal is to raise awareness of the opportunities represented by scientific data" http://europa.eu/rapid/pressReleasesAction.do? reference=SPEECH/10/518 "[T]ruly free access to scientific data is not possible without a coordinated effort of European and global stakeholders to build and sustain an underlying seamless and trusted infrastructure." http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/10/716 "[Interoperability] is the key to global, multi-disciplinary science, supported by reliable and high- performance data infrastructure. We need datasets and software to work with each other" http://europa.eu/rapid/pressReleasesAction.do? reference=SPEECH/12/392
  • 21. What next for Open Science? Policy Who will run science data infrastructures? Towards a common approach in Europe International coordination Funding Build on PRACE, GÉANT, OpenAIREplus etc. Infrastructures to cope with “Big Data” Drive research into tools & methods Community Building For example: Digital Humanities Europeana as a research infrastructure (funded through the Connecting Europe Facility)
  • 22. Building Infrastructures plus http://www.eudat.eu/ http://www.openaire.eu http://www.prace-project.eu http://europeana.eu http://www.geant.net maintain, link, extend
  • 23. Discussion How to bring together the Open Access and Open Data Communities? (On policy, on technology?) Joint projects? Institutional questions: Role of Libraries? Common challenges? E.g. (publications/documents as data, micro publications, text mining, etc.) What should Horizon 2020 fund? Learning from each other: Formats, architecture, infrastructure Is research data just a special case?
  • 24. Pointers The EC and open access http://ec.europa.eu/research/science-society/open_access Communication & Recommendation on Scientific Information http://europa.eu/rapid/pressReleasesAction.do?reference=IP/12/790 http://ec.europa.eu/research/science-society/index.cfm?fuseaction=public.topic&id=1301&lang=1 Relevant Speeches by Neelie Kroes http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/10/518 http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/10/716 http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/12/218 http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/12/258 http://europa.eu/rapid/pressReleasesAction.do?reference=SPEECH/12/392 Data Expert Group Report: “Riding the wave” http://bit.ly/riding_the_wave GÉANT Expert Group: “Knowledge without Borders” http://bit.ly/geantEG Horizon 2020 proposal http://ec.europa.eu/research/horizon2020/index_en.cfm Budapest Open Access Initiative http://www.opensocietyfoundations.org/openaccess/read http://www.soros.org/openaccess/boai-10-recommendations Contacts <web>http://bit.ly/{NeelieKroesEU, cc_buhr}</web> <twitter>@NeelieKroesEU, @ccbuhr</twitter> <facebook>http://on.fb.me/Neelie_Kroes</facebook> http://slidesha.re/openscienceCOM http://creativecommons.org/licenses/by-nc/3.0/de/