The document discusses open access policies from major funders in the UK, including RCUK and HEFCE. RCUK's 2012 policy requires research to be made openly accessible through either green open access self-archiving in repositories with embargoes, or gold open access in fully open journals. HEFCE's 2013 policy also focuses on green open access self-archiving of research outputs in repositories. The document then outlines the role of CORE, a repository aggregation platform that allows discovery of open research across multiple repositories through different access levels and plugins. It concludes with definitions of open science emphasizing open sharing of research outputs and processes.

1. Open Access:
funders’ policies and recent updates
Business Librarians Association Mini-Conference
Birmingham, 7 December 2015
Nancy Pontika, PhD
Open Access Aggregation Officer
CORE
Email: nancy.pontika@open.ac.uk
Twitter: @nancypontika

2. Open Access definition
By “open access” to [peer-reviewed research
literature], we mean its free availability on the public
internet, permitting any users to read, download, copy,
distribute, print, search, or link to the full texts of these
articles, crawl them for indexing, pass them as data to
software, or use them for any other lawful purpose,
without financial, legal, or technical barriers other than
those inseparable from gaining access to the internet
itself.
[BOAI, 2002]

3. Repositories: Institutional and Subject

4. Open Access Journals
Slide Source: http://www.slideshare.net/rossmounce/oa4-ecr
Cost – free
Fee - waivers
Low cost – high quality

5. RCUK Open Access Policy
• Published on July 2012
• In effect from April 1st 2013
• Affects Journal articles and conference proceedings
• RCUK green compliant journals:
– Allows self-archiving in repositories
– 12 months embargo period for STEM
– 24 months embargo period for HSS
• RCUK gold compliant journals:
- Open Access or hybrid journals with CC-BY
• Article Processing Charges (APCs)

6. HEFCE Open Access Policy
• Published on March 2013
• In effect from April 1st 2016
• Affects Journal Articles and Conference Proceedings with an ISSN
This is a Green Open Access Policy, compliance is possible by self-archiving in a
repository
• Self-archive the output’s post-print (Author Accepted Manuscript)
• Self-archiving asap or maximum 3 months from acceptance for publication
• Self- archived material must be machine discoverable
• Respects publishers’ embargo periods
• Various exceptions for non-deposited outputs

7. What happens currently in the UK
• Interpret the HEFCE Open Access Policy
• Advocacy planning
• Setting up repositories infrastructure
• Installing Current Research Information Systems
(CRIS)
• Deal with research staff requests
• Interpret publishers’ rules for permitted
embargo periods
• Sometimes these terms are absent, vague,
decided on a case by case basis
• Check outputs’ data
• Check outputs’ compliance

8. COnnecting REpositories - CORE

9. Three access levels

10. CORE Plugin

11. Open Science
Open Science is the practice of science in such a way
that others can collaborate and contribute, where
research data, lab notes and other research processes
are freely available, under terms that enable reuse,
redistribution and reproduction of the research and its
underlying data and methods.
[Open Science Definition
https://www.fosteropenscience.eu/foster-taxonomy/open-science-definition]

12. FOSTER Project
[Image available at: http://figshare.com/articles/Open_Science_Taxonomy/1508606]

13. Thank you!
Discussion
Links from this presentation:
RCUK Open Access Policy: http://www.rcuk.ac.uk/research/openaccess/
HEFCE Open Access Policy: http://www.hefce.ac.uk/pubs/year/2014/201407/
CORE: http://core.ac.uk
CORE Plugin: http://core.ac.uk/intro/plugin
CORE Blog: http://blog.core.ac.uk/
CORE Twitter: @oacore
FOSTER: https://www.fosteropenscience.eu/
Open Science Taxonomy: http://figshare.com/articles/Open_Science_Taxonomy/1508606
FOSTER Twitter: @fosterscience