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  • Note to Facilitator: Before you begin the presentation, take a quick poll of your audience’s knowledge by asking them the following questions and showing a raise of hands:What is Open Access?Have you heard of the Bank’s Open Access Policy?Have you heard of or used the World Bank Open Knowledge Repository (OKR)?
  • This slide represents in chronological order a few milestones of the Bank’s Open Development Agenda
  • Note to Facilitator: Click on the image to play a video about the bank’s OA policy and OKR (length 1:40m.)The video is hosted in the Bank’s Youtube channel. Internet connection is required
  • The Bank’s Open Access (OA) Policy, the launch of the Open Knowledge Repository (OKR) and the adoption of the Creative Commons Attribution (CC BY) copyright license form the framework for open access at the Bank.Thereby:•Improving access to Bank research outputs and knowledge products• Encouraging innovation by allowing anyone to use and build on Bank knowledge • Aligning the Bank's knowledge-dissemination activities with OA developments occurring around the world in many governments, universities, and other institutionsThe World Bank is the first major international organization to fully implement open access. Our goal is to make our research easily accessible to as wide an audience as possible.
  • The Bank’s Open Access Policy in one sentence:“The OA Policy requires Bank research outputs and knowledge products to be freely available online, without charge or restrictions, allowing any user in the world to read, download, copy, print, or link to the full text of the work.”
  • Fast Facts about the OA Policy:Represents a major shift in how Bank research and knowledge outputs are made available and is at the heart of the Bank’s Open Development Agenda.Makes Bank research—whether published by the Bank or funded by the Bank but published externally—open to anyone Aligns with the open access policies of other organizations such as the National Institutes of Health (NIH), Harvard University, MIT, Stanford, and other universities.
  • The OKR is the new open access repository for World Bank’s research outputs and knowledge products. It supports optimal discoverability and re-usability of the content by complying with the Open Access community’s interoperability standards. As of November, 2012 it contains over 9,000 records with continuous new content being added.
  • Note to Facilitator: If internet connection is available facilitators should switch to a live demo of the OKR. Once Live demo is concluded resume the presentation on slide # 26
  • URL: https://openknowledge.worldbank.orgNote to Facilitator: Orient users through the various featured on the home page, such as: Quick search box on top-center of the page“New Publications” that are selected by the Editorial Team at the World Bank’s Office of the Publisher On the left navigation bar the different browse sections available such as: by collection, author, publication date, etc…Advance searchTerms of UseFAQsOther Bank resources: Open Data, etc…
  • The “Quick Search” box at the top of the home page is the fastest way to search for content in the OKRThe “Quick Search” searches across all metadata in the OKR (keywords, abstracts and title)Quick search is the most direct manner for users to access specific publications when they know the title (e.g. World Development Report)It is also useful for users looking for recent publications available on a specific topic, country or region.
  • In this example we have done a quick search for “climate change”Search renders over 3,500 resultsWe sort the search by descending order of “Publication Date”Among top 5 results highlight the report “Turn Down the Heat: Why a 4°C Warmer World Must Be Avoided” that got a lot of press upon launch.This is a key report on climate change that does not have “climate change” on the title. Thanks to the rich metadata associated to each work, and the powerful search engine, we were able to retrieve this book in our search resultsFor more sophisticated searches users should use the “Advance Search”(next slide)
  • This is the product page for the book “Turn Down the Heat: Why a 4°C Warmer World Must Be Avoided” We will look into all the information provided in each product page further in the presentation.
  • URL: https://openknowledge.worldbank.org/discoverThe OKR “Advance Search” function is recommended for users looking for more specific areas of Bank research. It offers multiple ways for drilling down into the OKR content by filtering and refining search results. As shown on this screen users can search, form example, for documents about “India” Then refine their search using the “Filters” box in the middle of the screen Or use the “Refine By” options on the left Navigation bar to drill down into the OKR’s content
  • URL: https://openknowledge.worldbank.org/community-listOKR organizes content by “collections” and “sub-collections”. Each work is assigned to one of the seven collections available.The most popular collections are Books, Working Papers and Economic and Sector Works (ESW).Clicking on the arrow next to “Books” to display the sub-collections available.A definition for each collection is provided: click on the “Information” icon next to ESW Studies to display the definition.
  • URL: https://openknowledge.worldbank.org/handle/10986/2123This slide shows the Corporate Flagship CollectionEach sub-collection page follows a similar structure.It allows for browsing by authors, pub date, topics or titles as well as for searching in the sub-collection.Highlight the section “sub-collections within this collection” and scroll down to show “New Publications” recently added.
  • URL: https://openknowledge.worldbank.org/handle/10986/2124This is the WDR collection page It includes:A description of the WDR sub-collectionsAll “Publications within this collection (that can also be displayed by clicking on the magnifying glass on the search box)The “Refine By” section (left navigation bar) allows for faceted browse within the collectionClicking on 2010-2012 would show the most recent WDRs
  • URL: https://openknowledge.worldbank.org/handle/10986/4387This is how a product page in the OKR looks like, the WDR 2010 in this caseScroll down the page to highlight the following features:Citation information which allows users to properly site each work that includes a permanent URICreative Commons Attribution license (CC BY) hyperlinked to Creative Commons page which provides users information on how the can use and/or reuse the workPermanent URI Abstract of the work
  • Files available for this product. In this case it is the various language versions available. Links to “Download” in each case
  • Each product page includes statistical information showing top five views per country and product views for past 5 months.
  • URL: https://openknowledge.worldbank.org/browse-byThe OKR has dedicated “Author profile” pages that include a list of all works by the author, a bio and more.Clicking on the blue or greyicon to access this author’s profileOn the box, clicking on “Show Details” shows this author’s profile.Scrolling down the page to show all the works from this author.Clicking on “Show Statistics” will display total usage counts for each of the author’s publicationsIn future developments the OKR will include a link to citations for each work.
  • URL: https://openknowledge.worldbank.org/site-statistical-informationThis page provides information on the top 50 downloads from the OKR lifetime. In future development phases this page will include geo location of downloads and a more robust statistics about OKR’s usage. For now it is a useful page to see what items are most popular in the OKR
  • URL: https://openknowledge.worldbank.org/handle/10986/4401The OKR includes links to journal articles from Bank staff published externally. In most instances, working versions of articles published externally are available openly in the OKR.The “Journal Articles Published Externally” section of the OKR provides links to the publisher’s final, peer-review, version-of-record article. These papers will be available openly in the OKR after the publisher’s embargo has elapsed.
  • URL: https://openknowledge.worldbank.org/terms-of-useThe majority of works in the OKR are licensed under a Creative Commons Attribution license (CC BY). Creative Commons is a non-profit organization whose licenses are designed to accommodate the expanded access to information afforded by the Internet.The CC BY license is the most accommodating of all licenses offered by Creative Commons. It allows anyone to distribute, reuse, and build upon the Bank’s work as long as the Bank is given credit for the original creation.The OKR “Terms of Use” also provide information on the format in which attribution should be provided.
  • The CC licenses have three components:A “Machine Readable” code that allows web search engines and web crawlers to identify the license associated with each contentA “Human Readable” code that provide simple information on the terms of use for each content (CC is a recognizable brand)A “Legal Code” that provides in-depth legal information about what the users can and cannot do with the content.
  • Facilitators can use this slide to provide contact information at country office. Here are contacts for HQ:For outreach, communication and external partnerships: Jose de Buerba, jdebuerba@worldbank.orgFor questions about the OKR: okr@worldbank.orgFor questions about rights and licensing: pubrights@worldbank.orgFor general questions about EXTOP online resources: onlineresources@worldbank.orgFor questions about the Bank’s Depository Libraries: dlibraries@worldbank.org
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    2. 2. WELCOME What is Open Access? Have you heard of the Bank‟s Open Access Policy? Have you heard of or used the World Bank Open Knowledge Repository (OKR)?
    3. 3. OVERVIEW OF WORLD BANK‟SOPEN DEVELOPMENT Open Data (April 2010) Access to Information Policy (July 2010) Open Solutions, Open Tools (September 2010) Open Access Policy to Research, Knowledge (July 2012)
    4. 4. DEFINITION OF OPEN ACCESS Refers to Research and Knowledge Open Access is:  Online  Free to access  Free of most restrictions on re-use Open Access ≠ Public Domain
    6. 6. Open Access Policy Open CreativeKnowledge CommonsRepository
    8. 8. WORLD BANK OPEN ACCESS POLICYScope: Applies to manuscripts and accompanying primary data sets published by the BankRequirements: For works published by the Bank  Available immediately in OKR  Creative Commons Attribution (CC BY) For works by Bank staff published externally  Working paper available immediately in OKR under CC BY  Final, peer-reviewed manuscript, available in OKR after Publishers embargo under CC BY NC ND (unless more liberal license is accepted by Publisher)
    9. 9. WHY AN OPEN ACCESS POLICY? To provide greater access to Bank research and knowledge outputs To encourage innovation allowing use and re-use of Bank content To join a growing Open Access community (e.g., governments, universities, and other institutions) To align Bank‟s Publishing with Bank‟s Open Development Agenda
    11. 11. WHAT IS THE OKR? New open access repository for Bank research outputs and knowledge products Collects, disseminates, and permanently preserves Bank‟s intellectual output Interoperable with other repositories → supports optimal discoverability of content Uses Creative Commons Attribution (CC BY) for Bank published content → supports use, re-use and building-on Bank‟s work
    12. 12. LIVE DEMOhttp://openknowledge.worldbank.org
    13. 13. OKR HOME PAGE Quick search 5 newest publications Browse content, statistics, resources, other information
    14. 14. QUICK SEARCH Fastest, simplest way to search the OKR
    15. 15. QUICK SEARCH: RESULTS Sort results by publication date, title
    17. 17. ADVANCED SEARCH AND FILTERING Search text Add filters by selecting “Refine By” entries, or key in manually
    18. 18. COLLECTIONS Expand collections by selecting right arrow View collection content by selecting the red link Show collection description by selecting the “i” icon
    19. 19. CORPORATE FLAGSHIP COLLECTION Browse or search within this collection View contents of sub-collections Latest content within this collection
    20. 20. WDR COLLECTION Select the magnifying glass button without entering in search text to view all files within this collection Description and background of the contents within this collection
    21. 21. WDR 2010 PAGE How to cite this publication CC-BY license Permanent URL
    22. 22. WDR 2010 PAGE (SCROLL DOWN) Download English PDF Download translated PDFs (where available)
    23. 23. WDR 2010 PAGE (STATISTICS) To view usage report, select “Show Statistical Information” The 5 top ranked viewers of this page by country The usage report for the previous 5 months
    24. 24. AUTHOR PROFILES Author profile can be shown or hidden with this link Authors with profiles are depicted with a blue or grey icon Show total usage counts for each of the author‟s publications
    25. 25. SITE STATISTICS The top 50 most popular publications, based on the number and abstract views and downloads
    26. 26. JOURNAL ARTICLES PUBLISHED EXTERNALLY This icon marks this publication as published externally No PDFs are available on the OKR for external publications – the PDF can be found on the publisher‟s page under “Associated URLs”
    27. 27. TERMS OF USE The OKR Terms of Use can be accessed from the left navigation under “Other”
    28. 28. ANATOMY OF „OUR‟ CREATIVE COMMONS LICENSE  Machine Readable  Human Readable  Legal Code Aligned with the spirit and intent of the Bank‟s Open Agenda Allows reuse of content by third parties in creative ways
    29. 29. SUMMARY
    30. 30. WHAT IS NEW?1. Ease of Access:  OKR is interoperable with major repositories (e.g., RePEc, Google Scholar) AND local institutional repositories  Adherence to Open Access standards (Dublin Core metadata and OAI-PMH)  Optimized for low band-width2. Ease of Use:  Several browse options, advanced search, most viewed content, citation information, permanent links...  Built on Dspace OA platform3. Ease of Reuse:  CC BY copyright license4. New Content:  Content published by external Publishers
    31. 31. HOW CAN YOU HELP? Use it and help us spread the word Make your institutional repository (if available) interoperable with the Bank‟s OKR Give us feedback!
    32. 32. WHO TO CONTACT
    33. 33. THANK YOU & QUESTIONS Jose de Buerba Sr. Publishing Officerjdebuerba@worldbank.org