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Open Access policies in Developing and Transition Countries


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Presented at the Science and Technology Libraries Section "Open Access to Science and Technology Research Worldwide: Strategies and Best Practices" , 25 August, 75th IFLA World Conference, Milan, Italy

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Open Access policies in Developing and Transition Countries

  1. 1. Open Access policies in Developing and Transition Countries Iryna Kuchma, eIFL Open Access program manager, Presented at the Science and Technology Libraries Section "Open Access to Science and Technology Research Worldwide: Strategies and Best Practices" 25 August, 75 th IFLA World Conference, Milan, Italy
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  3. 3. 4 0 00 libraries in 46 countries
  4. 5. eIFL Open Access (OA)
  5. 6. OA policies and mandates
  6. 9. Helicopter flight by phault http :// www . flickr . com / photos / pjh /171451412/
  7. 10. National policies UA <ul><li>Since January 2007 Ukraine has a law: </li></ul><ul><li>proposed mandate for open access </li></ul><ul><li>to publicly funded research </li></ul><ul><li>more than 150 Ukrainian University librarians endorsed OA to knowledge statement </li></ul>
  8. 11. National policies UA 2 <ul><li>Vernadsky National Library </li></ul><ul><li>of Ukraine </li></ul><ul><li> </li></ul><ul><li>OAI-PMH: </li></ul><ul><li> </li></ul><ul><li>Software: DSpace </li></ul>
  9. 12. National policies LT <ul><li>a new Lithuanian law on science </li></ul><ul><li>requires online access </li></ul><ul><li>for publicly-funded research </li></ul><ul><li>Lithuanian Academic Libraries Network </li></ul><ul><li>was recognised as one the most active players in the field of OA in Lithuania </li></ul><ul><li>(by CREST members and observers ) </li></ul>
  10. 13. University Associations EU & SA <ul><li>European University Association : “Universities should develop institutional policies and strategies that foster the availability of their quality-controlled research results for the broadest possible range of users, maximising their visibility, accessibility </li></ul><ul><li>and scientific impact . </li></ul><ul><li>The basic approach …should be </li></ul><ul><li>the creation of an institutional repository or participation in a shared repository… </li></ul><ul><li>http://www. eua .be/ fileadmin /user_upload/files/Policy_Positions/Recommendations_Open_Access_adopted_by_the_EUA_Council_on_26th_of_March_2008_final. pdf </li></ul>
  11. 14. Universities HK, BY, RU, UA <ul><li>Hong Kong Universities proposed OA policy for publicly-funded research </li></ul><ul><li>all have OA repositories </li></ul>
  12. 15. University policies RU & UA
  13. 16. University mandates UA
  14. 17. University mandates UA 2 <ul><li>The open access policy </li></ul><ul><li>adopted by </li></ul><ul><li>Ternopil State Ivan Pul'uj Technical University (TSTU) </li></ul><ul><li>mandates that all published journal articles </li></ul><ul><li>and conference papers </li></ul><ul><li>be deposited in Electronic Archive of TSTU (ELARTU) </li></ul><ul><li>if there are no legal objections by publishers </li></ul>
  15. 18. University mandates UA 3 <ul><li>ELARTU also encourages </li></ul><ul><li>and fully supports </li></ul><ul><li>self-archiving of other research output </li></ul><ul><li>produced by scientists and students </li></ul><ul><li>of the university </li></ul><ul><li>as well as other members </li></ul><ul><li>of the scientific community </li></ul>
  16. 19. University mandates SA
  17. 20. University mandates SA 2 <ul><li>To assist the University of Pretoria </li></ul><ul><li>in providing open access to scholarly articles </li></ul><ul><li>resulting from research done at the University, supported by public funding , </li></ul><ul><li>staff and students are required to: </li></ul><ul><li>-- submit peer-reviewed postprints + the metadata </li></ul><ul><li>of their articles to UPSpace , the University’s institutional repository, AND </li></ul><ul><li>-- give the University permission to make the content freely available and to take necessary steps to preserve files in perpetuity . </li></ul>
  18. 21. University mandates SA 3 <ul><li>Postprints are to be submitted immediately </li></ul><ul><li>upon acceptance for publication . </li></ul><ul><li>Access to the full text of articles will be subject to publisher permissions . </li></ul><ul><li>Access will not be provided </li></ul><ul><li>if permission is in doubt or not available. </li></ul><ul><li>In such cases, an abstract will be made available </li></ul><ul><li>for external internet searches </li></ul><ul><li>to achieve maximum research visibility. </li></ul><ul><li>Access to the full text will be suppressed for a period </li></ul><ul><li>if such an embargo is prescribed by the publisher/ funder. </li></ul>
  19. 22. University mandates SA 4 <ul><li>The University of Pretoria </li></ul><ul><li>strongly recommends </li></ul><ul><li>that transfer of copyright be avoided . </li></ul><ul><li>Researchers are encouraged to negotiate copyright terms with publishers when the publisher does not allow archiving, reuse and sharing. </li></ul><ul><li>This can be done by adding the official UP author addendum to a publishing contract . </li></ul>
  20. 23. University mandates SA 5 <ul><li>The University of Pretoria </li></ul><ul><li>encourages its authors </li></ul><ul><li>to publish their research articles </li></ul><ul><li>in open access journals that are accredited. </li></ul>
  21. 24. Research organisations SA <ul><li>The Academy of Science of South Africa </li></ul><ul><li>adopted an OA business model for the journals </li></ul>
  22. 25. Research organisations RU <ul><li>Central Economics and Mathematics Institute of Russian Academy of Sciences: </li></ul><ul><li>All researchers are mandated to immediately deposit their papers/articles in the institutional Open Archive. </li></ul><ul><li>http://www. cemi . rssi . ru / rus /news/ initiat -eng. htm </li></ul><ul><li>http://www. cemi . rssi . ru / rus /news/ initiat - rus . htm </li></ul>
  23. 26. Why OA? <ul><li>Opening up the outputs </li></ul><ul><li>of the institution to the world </li></ul><ul><li>Maximizing the visibility and impact </li></ul><ul><li>of these outputs </li></ul><ul><li>Showcasing the quality of the research </li></ul><ul><li>in the institution </li></ul>
  24. 27. Why OA? <ul><li>Collecting and curating </li></ul><ul><li>the digital outputs of the institution </li></ul><ul><li>Managing and measuring </li></ul><ul><li>research and teaching activities </li></ul><ul><li>Providing a workspace for work-in-progress </li></ul><ul><li>and for collaborative and large-scale projects </li></ul>
  25. 28. Why OA? <ul><li>Enabling and encouraging </li></ul><ul><li>interdisciplinary approaches to research </li></ul><ul><li>Facilitating the development and sharing </li></ul><ul><li>of digital teaching materials and aids </li></ul><ul><li>Supporting student endeavours , </li></ul><ul><li>providing access to theses and dissertations </li></ul><ul><li>and a location for the development of e-portfolios </li></ul>
  26. 29. Why OA? <ul><li>Institutional and national level </li></ul><ul><li>research assessment and research management , bringing together research expertise </li></ul><ul><li>across the institution and country </li></ul><ul><li>Information rich collaboration , </li></ul><ul><li>effective decision-making </li></ul><ul><li>and successful research activity </li></ul><ul><li>Improved governmental policy </li></ul><ul><li>and public health care outcomes </li></ul>
  27. 30. Why OA mandates? <ul><li>(thank you Arthur Sale!) </li></ul><ul><li>Academics are busy and self-archiving </li></ul><ul><li>(about 5 minutes on average) </li></ul><ul><li>is a last on the “to-do” list. </li></ul><ul><li>Long experience has shown that however strong </li></ul><ul><li>the persuasion, voluntary deposits seldom exceed 20% of a university’s total publications. </li></ul><ul><li>Mandates work! </li></ul><ul><li>( Sale, AHJ (2009) Academic Participation. In: Gaining the momentun: Open Access and advancement of science and research, 14 May 2009, CSIR, Pretoria, South Africa. (Unpublished) : http :// eprints . utas . edu . au /8693/ ) </li></ul>
  28. 31. Where are the libraries? <ul><li>Academic and research libraries </li></ul><ul><li>set up and maintain OA repositories </li></ul><ul><li>and help researchers and students </li></ul><ul><li>to self-archive , </li></ul><ul><li>become partners in open access publishing , </li></ul><ul><li>help to create open educational resources , promote open access </li></ul><ul><li>and help to shape open access policies . </li></ul>
  29. 34. Key success factors <ul><li>Involve key stakeholders : </li></ul><ul><li>provosts, </li></ul><ul><li>faculty governance </li></ul><ul><li>and the general counsel’s office, </li></ul><ul><li>a cademic staff ( supporters and champions!), </li></ul><ul><li>library staff, </li></ul><ul><li>technical and other support staff </li></ul>
  30. 35. Key success factors 2 <ul><li>Communicate </li></ul><ul><li>and show your support to the faculty : </li></ul><ul><li>build awareness (seminars, discussions, presentations) and obtain the feedback </li></ul><ul><li>to determine the faculty support </li></ul><ul><li>Be ready to assist the faculty </li></ul><ul><li>in complying with the policy </li></ul><ul><li>and to work with the publishers </li></ul>
  31. 36. Key success factors 3 <ul><li>Fit the repository </li></ul><ul><li>to the institution wide </li></ul><ul><li>intellectual property rights policy </li></ul><ul><li>and scholarly communications policy, </li></ul><ul><li>departmental digital stores of publications </li></ul><ul><li>and an information management strategy </li></ul>
  32. 37. Key success factors 4 <ul><li>Generate statistics </li></ul><ul><li>and management reports </li></ul><ul><li>from your institutional repository, </li></ul><ul><li>collect usage </li></ul><ul><li>and item download statistics </li></ul>
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  34. 39. Thank you ! Questions ? Iryna Kuchma iryna.kuchma[at]; www. eifl .net The presentation is licensed with Creative Commons Attribution 3.0 License