This document summarizes recent OpenAIRE developments in Portugal. It discusses workshops and events held to promote OpenAIRE, including several led by Eloy Rodrigues and Pedro Príncipe. It also mentions the growth of Portuguese open access repositories from 34 to over 75,000 documents. Finally, it outlines challenges around increasing researcher participation and ensuring national research funders adopt open access policies.

1. OpenAIRE & Open Access
in Portugal
Eloy Rodrigues & Pedro Príncipe, University of Minho
OpenAIRE General Assembly 2011

2. Recent OpenAIRE developments in
Portugal
Events & Workshops:
– General assemblies of RCAAP project [Porto, Feb. 8; Webconference May 6,
Lisbon and Sept. 30 - Eloy Rodrigues & Pedro Príncipe]
– Open Access Policies in the Europe and OpenAIRE [Univ. Coimbra, Jun. 29 - Eloy
Rodrigues & Pedro Príncipe]
– OpenAIRE webcast for Repository Managers and Open Access Advisors [Sep. 20
- Pedro Príncipe & José Carvalho]
– OpenAIRE webcast for Researchers - helping you to comply with FP7 and ERC
Open Access grant conditions [Oct. 24 - Eloy Rodrigues & Pedro Príncipe]
– OpenAIRE and Open Access EC Policies [Univ. Aberta, Oct. 25 - Pedro Príncipe]
– Open Access Week “Open Access EC Policies and OpenAIRE ” [Lisbon, Oct. 27,
28 - Eloy Rodrigues]
– OpenAIRE and how to comply with FP7 and ERC Open Access grant conditions
[Univ. Évora, Nov. 9 - Pedro Príncipe]
– OpenAIRE and how to comply with FP7 and ERC Open Access grant conditions
[Portuguese &Brazilian Open Access Conference, Nov. 25, 26]
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3. Recent OpenAIRE developments in
Portugal
Events & Workshops (Highlights)
Always keep OpenAIRE in the national OpenAccess/research AGENDA
 General assemblies of RCAAP project [Porto, Feb. 8; Webconference May 6,
Lisbon and Sept. 30 - Eloy Rodrigues & Pedro Príncipe]
Express total AVAILABILITY and openness to participate in initiatives
 Open Access Policies in the Europe and OpenAIRE [Univ. Coimbra, Jun. 29 -
Eloy Rodrigues & Pedro Príncipe]
Act in close COLLABORATION with repository managers
 OpenAIRE webcast for Repository Managers and Open Access Advisors [Sep.
20 - Pedro Príncipe & José Carvalho]
Use different media&channels to COMMUNICATE with stakeholders
 OpenAIRE webcast for Researchers - helping you to comply with FP7 and
ERC Open Access grant conditions [Oct. 24 - Eloy Rodrigues & Pedro Príncipe]
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4. Recent OA Developments in Portugal
Policy development & implementation:
– University of Minho updated/upgraded it’s OA policy for 2011
– New policies/mandates in 3 institutions (total: 10 since 2005)
Projects & Initiatives:
– there are 34 portuguese OA repositories (2 new in 2011) on a production
stage, with more than around 75.000 documents (RCAAP project);
– RCAAP Portal integrated with OASIS BR Portal (320000 indexed documents)
– working on a pilot project on data repositories (3 pilot institutions);
– development of a hosting service (SARC) for journals (started with 8
journals)
– continue and enhance the Portuguese-Brazilian OA cooperation (next year
Portuguese & Brazilian Open Access Conference will be held in Lisbon).
– Blimunda project collects self-archiving policies from the Portuguese
journals and includes them to SHERPA/ROMEO adding a Portuguese
interface.
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5. Recent OpenAIRE developments in
Portugal
Challenges & Needs: What are the current issues regarding
– Researchers:
Make the “deposit of the final manuscript accepted for publication” a
natural and usual task/routine of researchers (more local
dissemination activities).
– Policy/EC
NCP are poorly informed about the Open Access and know
nothing about FP7 and ERC Open Access grant conditions.
More national research institutions and research funders defining
mandatory policies.
– Repository managers
Some IRs are far from the researchers (need more dissemination
activities and a communication plans).
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6. OpenAIRE compliant repositories
27 repositories already OpenAIRE compliant
26 repositories registered on DRIVER (33 DRIVER compliant)
34 repositories on RCAAP project
7 repositores expected to become compliant within the next 6 months
0 are not interested to become compliant
To integrate the RCAAP project it’s mandatory to be DRIVER compliant.
It’s important to advise repository managers to register repositories and
OA policies on reference sites (Opendoar and Roarmap) and to update
information when there are any changes (critical aspect OAI-PMH URL).
UMINHO as NOAD develops its activities in close collaboration with the
institutions and repository managers seeking to serve as a facilitator of
processes.
OpenAIRE General Assembly 2011

7. Some numbers
Projects
– Contacted: 93 participants institutions (6 coordinators);
Replies received: 11/12 directly via email, phone or in person
Questions received (through helpdesk, mail, by phone, at events etc.)
– About OA-Pilot in general and Copyright: in all presentations
– OpenAIRE compliance: 11/12 (researchers); 2 (research
managers)
– IR OpenAIRE compliance: 30/35 (Portugal), 10/15 (Europe)
Events: Information provided for 12 events (leaflets, poster etc.)
– 12 presentations held, of these addressing
 Research managers: 2
 Researchers: 8
 Librarians/repository managers: 4
 Policy makers: 6

8. Conclusions and challenges
In conclusion:
NETWORKING IS OUR POWER
Mantain FOCUS
OpenAIRE is a big opportunity for OA
The challenge:
Serve as a FACILITATOR
in institutions and for researchers
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