On May 19th, 2015 an EIFL-hosted webinar was delivered to OpenAIRE NOADs on the EC FP7 Post-Grant Gold Open Access Pilot. The presentation summarized the progress achieved so far, explaining the Pilot policy guidelines and providing an insight into the central system developed by OpenAIRE for funding request collection and processing.

1. Webinar for OpenAIRE NOADs
The EC FP7 post-grant Gold Open Access Pilot
Pablo de Castro
Open Access Project Officer at LIBER
euroCRIS Board member
pablo.decastro@kb.nl
http://orcid.org/0000-0001-6300-1033
The Hague, May 19th, 2015

2. EC/OpenAIRE Gold Open Access Pilot (OpenAIRE2020 WP5)
https://www.openaire.eu/did-you-know/highlights/pilot-launched-to-cover-costs-of-oa-publishing

3. Pilot Policy Guidelines now LIVE
https://www.openaire.eu/goldoa/fp7-post-grant/pilot

4. The Gold OA Pilot: Some Basic Facts (I)
 EUR 4m funding provided by the EC to support Open Access publications from
post-grant FP7 projects finished no longer than 2 years ago.
 Maximum of three publications per project to be funded (research articles,
monographs, book chapters, contributions to conference proceedings) which meet the
requirements described in the Pilot policy guidelines.
 No publications in hybrid journals will be funded, only in fully Open Access titles.
A €2,000 funding cap is in place.
 Pilot (soft) launched beginning of May 2015.
 A central funding request system available at the OpenAIRE portal,
https://goldoa-pilot.openaire.eu/, for collecting requests from eligible FP7 projects,
which researchers will be able to deliver either directly or via their institution.

5. The Gold OA Pilot: Some Basic Facts (II)
 A pool of European institutions covering all OpenAIRE regions will work with
LIBER during the Pilot kick-off stage in order to align their strategies for reaching out
to eligible FP7 project researchers and their OA publishing workflows (including
APC management).
 The results of the work carried out by these institutions will be presented and
discussed at the LIBER 2015 Annual Conference in London, where a Gold OA Pilot
workshop will be held, http://www.liber2015.org.uk/workshops/#OpenAire.
 There will be specific Gold OA Pilot outreach activities for the OpenAIRE NOADs in
order to benefit from their collaboration for the Pilot dissemination and implementation
 More information on the Pilot, its planned workflows and its policy guidelines to be
released soon. For collecting up-to-date news, please register with the Gold OA Pilot
Newsletter at https://www.openaire.eu/newsletter/view

6. The Gold OA Pilot:
Institutions Involved in the Kick-Off Stage
 University of Oslo (NO) – Elin Holmstrøm Frøshaug
 University of Glasgow (UK) – Susan Ashworth, Valerie McCutcheon
 TU Delft (NL) – Just de Leeuwe
 University College London (UK) – Catherine Sharp
 Uni Bielefeld (DE) – Dirk Pieper
 Hungarian Academy of Sciences (HU) – Andras Holl
 Spanish National Research Council (ES) – Agnès Ponsati
 University of Vienna (AT) – Guido Blechl, Gerda McNeill
 Radboud University Nijmegen (NL) – Natalia Grygierczyk, S. de Vries
 University of Patras (GR) – Fieroula Papadatou
 Universidade do Porto (PT) – Augusto Ribeiro
 Trinity College Dublin (IE) – Niamh Brennan
Gold OA Pilot Project partners
 University College London (UK)
 Jisc (UK)
 SURF (NL)
 U Göttingen (DE)
 ATHENA/ U of Athens (GR)
 CNR (IT)

7. Gold OA Pilot Technical Workshop
for Institutions Involved in the Kick-Off Stage
(LIBER, KB, The Hague, Apr 9th, 2015)
https://www.openaire.eu/newsletter-items/first-workshop-on-post-grant-gold-oa-pilot

8. Joint Pilot Dissemination Work w/ Institutions
http://www.cristin.no/english/about/events/2015/springconference2015.html

9. Gold OA Pilot (Basic) FAQs
https://www.openaire.eu/fp7-gold-pilot-faq

10. The Gold OA Pilot: Central Funding Request System
https://goldoa-pilot.openaire.eu/

11. The Gold OA Pilot Funding Request System: How it Works

12. The Gold OA Pilot Funding Request System: How it Works

13. Two Main Gold OA Pilot Funding Request Workflows

14. Two Main Gold OA Pilot Funding Request Workflows

15. The Gold OA Pilot: Some Areas to Explore
 Align outreach strategies towards eligible FP7 researchers
 Explore researchers' attitudes towards OA publication across disciplines and
OA publishing options (including gratis OA journals)
 Explore the feasibility of a standard workflow for central reporting on APC
expenses by institutional researchers – tightly linked to progress with system
(repositories, CRISs, others) ability to gradually deal with APC information mgt
 Explore how the very different research funding landscapes across countries
impact the uptake of this initiative
 Technically align the way the APC information is collected and managed
across institutions and countries (including centrally-managed reporting at OpenAIRE)
 Coordinate the strategy for disseminating the results of the Pilot's kick-off stage
to the rest of European institutions
Relying on a pool of collaborating institutions (incl OpenAIRE NOADs) will offer chances to:

16. The Gold OA Pilot Dissemination: A Key Challenge
 Institutions lie much closer to researchers, esp when already providing Gold OA
funding – use webpages, forms, presentations within global institutional OA outreach.
 Attract researchers to specific dissemination sessions. Share examples for best
practices and granted funding requests.
 Target Research Societies and try to have the initiative advertised and promoted.
Publishers useful stakeholders too in this regard.
 Internal project dissemination tools: webpages, Gold OA Pilot blog, factsheets,
central system reporting, Infopacks for NOADs.
 Explore synergies with other initiatives eg PASTEUR4OA, FOSTER. Mention the
Pilot at national/regional Open Access Workgroup meetings.
 EC have suggested a broad notification campaign towards Principal Investigators
for eligible FP7 projects
How can the Pilot be disseminated to eligible projects and researchers? Some ideas

17. The Context: Evolving Business Models in Scholarly Comms
http://dx.doi.org/10.17617/1.3https://goldoa-pilot.openaire.eu/