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Carl-Christian Buhr
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Open access mandate from the European Union.

This is big and long-awaited. The European Commission has finally released the rules for the Horizon2020 funding program. (Thanks to Juan Carlos De Martin for the tip.)

For the OA policy, see Article 29 (pp. 60ff) of the Multi-beneficiary General Model Grant Agreement, Version 1.0, December 11, 2013.

Article 29.1 lays out the general obligation to make the results of EU-funded research OA, with exceptions for confidentiality (Article 36), security (Article 37), personal data (Article 39), and the researcher's own "legitimate interests" (Article 29).

Article 29.2 lays out a green OA mandate for peer-reviewed publications arising from EU funding. "Each beneficiary must ensure open access (free of charge, online access for any user) to all peer-reviewed scientific publications relating to its results. [Each beneficiary must] (a) as soon as possible and at the latest on publication, deposit a machine-readable electronic copy of the published version or final peer-reviewed manuscript accepted for publication in a repository for scientific publications. Moreover, the beneficiary must aim to deposit at the same time the research data needed to validate the results presented in the deposited scientific publications. [Each beneficiary must] (b) ensure open access to the deposited publication — via the repository — at the latest: (i) on publication, if an electronic version is available for free via the publisher, or (ii) within six months of publication (twelve months for publications in the social sciences and humanities) in any other case."

Article 29.3 lays out a green OA mandate for data. Unlike the mandate for publications in 29.2, which applies to all EU-funded researchers, the data mandate in 29.3 only applies to research projects participating in the Research Data Pilot. "Regarding the digital research data generated in the action (‘data’), the beneficiaries must: (a) deposit in a research data repository and take measures to make it possible for third parties to access, mine, exploit, reproduce and disseminate — free of charge for any user — the following: (i) the data, including associated metadata, needed to validate the results presented in scientific publications as soon as possible; (ii) other data, including associated metadata, as specified and within the deadlines laid down in the ‘data management plan’ (see Annex 1); (b) provide information — via the repository — about tools and instruments at the disposal of the beneficiaries and necessary for validating the results (and — where possible — provide the tools and instruments themselves)."

#oa #openaccess #eu #horizon2020

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800+ scholarly societies embrace open access. Update.

How many scholarly societies publish OA journals? I'm glad you asked. 

Six years ago, +Caroline Sutton and I released the first edition of our catalog of societies that publish OA journals. Two years ago we released the second. Today we're pleased to release the third edition and announce that +Amanda Page has joined us as a co-author. Amanda did the bulk of the research and analysis that made the third edition possible.

The new edition (September 2013) identifies 832 societies publishing 780 full or non-hybrid OA journals.

For comparison, the second edition (December 2011) found 530 societies publishing 616 full OA journals, and the first edition (November 2007) found 425 societies publishing 450 full OA journals, and 21 societies publishing 73 hybrid OA journals.  (The first edition of the list included hybrid OA journals, the two newer editions do not.)

Of the 780 OA journals published by societies, a majority of 451 or 58% charge no publication or submission fees.

Here's how the journals break down by field: 
* 631 (81%) in science, technology, engineering, or medicine
* 84 (11%) in the social sciences
* 49 (6%) in the humanities 
* 5 (0.6%) in the arts
* 11 (1%) in more than one field (multiple Library of Congress subject categories apply). 

The catalog is OA, of course. We maintain it on a Google spreadsheet under a CC-BY license. Until a few months ago, it was also open for public editing. Unfortunately vandalism forced us to close public editing in April, although the spreadsheet remains OA under CC-BY for reading and reuse. We'll re-open it for public editing when we think it's safe to do so. In the meantime, we continue to update the spreadsheet ourselves. If you have additions or corrections, please send them to Amanda Page <>. And visit periodically to see how the numbers are changing. 

We'll soon announce a map to visualize the geographic distribution of these societies. Stay tuned. Until then, you can use the spreadsheet to sort societies or journals by country. The spreadsheet also allows sorting by subject (e.g. physics or philosophy, not just STM or humanities), by copyright policy, and by the availability of a print edition, among other parameters. 

#oa #openaccess #societies #society_publishers  

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Ten years on from the Budapest Open Access Initiative: setting the default to open

The 10-year anniversary document from the Budapest Open Access Initiative is now online. The heart of it is a set of recommendations for the next 10 years. Front and center are recommendations for green OA mandates at universities and funding agencies.

I'm proud to have been part of the original BOAI and proud to be part of the new recommendations. Take a look and spread the word.

Press release from the Open Society Foundations and SPARC

Ten years on from the Budapest Open Access Initiative: setting the default to open (2012)

BOAI10 Meeting Participants

BOAI10 Translations (so far we have three with three more to come soon)

Budapest Open Access Initiative (2002)

#oa   #openaccess   #boai  

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"By far the largest one-time dedication of cultural data to the public domain..."

"Opportunities for apps developers, designers and other digital innovators will be boosted today as the digital portal Europeana opens up its dataset of over 20 million cultural objects for free re-use. The massive dataset is the descriptive information about Europe’s digitised treasures. For the first time, the metadata is released under the Creative Commons CC0 Public Domain Dedication, meaning that anyone can use the data for any purpose – creative, educational, commercial – with no restrictions. This release, which is by far the largest one-time dedication of cultural data to the public domain using CC0 offers a new boost to the digital economy, providing electronic entrepreneurs with opportunities to create innovative apps and games for tablets and smartphones and to create new web services and portals...."

#oa #openaccess #europeana  #cc0

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September SOAN

I just mailed the September issue of the SPARC Open Access Newsletter. This issue takes a close look at the major, back-to-back, mid-July OA policy announcements from the UK and Europe.

Some excerpts: 

"It's as if the [Finch] Group's mission were not to identify the public interest in distributing the peer-reviewed results of publicly-funded research, but instead to identify a compromise acceptable to publishers....

"It's as if the government saw its responsibility not as public leadership but as private mediation....

"[P]ublisher fears of green OA have been overstated for years. Many successful non-OA publishers have repudiated these fears. People who consult the evidence can answer these fears. And when policy-makers ignore these fears, publishers adapt....

"I'm not recommending a green-only policy. I support gold OA and I support paying for it. I acknowledge that (today) gold makes it easier than green to eliminate embargoes and ensure libre OA, and I strongly want to eliminate embargoes and ensure libre. More, I supporting demanding immediate libre OA in exchange for paying any part of the cost of publication. Green and gold are complementary, and I support a dual or mixed policy in order to get the advantages of each. My summary objection to the Finch recommendations and current RCUK policy is that they don't take sufficient advantage of green and, in the case of the Finch report, do not even acknowledge the advantages of green. As a result, the current RCUK/Finch policy will likely pay more than necessary, make the transition slower than necessary, leave a regrettable percentage of publicly-funded research non-OA, and put the business interests of publishers ahead of the access interests of researchers.

"There are ways to encourage gold while requiring green, and even to prefer gold while requiring green. But that's not what the [RCUK/Finch] policy does. I want funders to pay for gold OA when they can afford to do so, provided they already require green OA and require the rights to make it permissible. The largest problems I see with the RCUK policy could be solved it it added (or restored) a green OA mandate at the bottom layer of the policy, and laid its gold funding and incentives on top of that...."

#oa #openaccess #soan   #rcuk  

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Value of open data

"An economic evaluation of the [UK] Economic and Social Data Service (ESDS) reveals that for every pound currently invested in data and infrastructure, the service returns £5.40 in net economic value to users and other stakeholders...."

#oa   #openaccess   #opendata   #esds   #psi  

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How open access policies stimulate the economy

When Neelie Kroes released the European Commission's recommendations on open access yesterday, she gave a beautiful short talk on the academic and economic benefits of OA. Here's an excerpt on the economic benefits. This argument can be backed by a mountain of evidence. What's difficult and admirable here is her brevity.

"I put a premium on such open systems because they deliver more for their users and for the wider economy. For example when the Human Genome Project results were made accessible, it leveraged a €3 billion research investment into around €500 billion in economic activity. I want more of those benefits to land in Europe.There is a direct connection between this package and our economic future. This package is also a major part of the wider movement to open up what is produced with public money – whether by a government or the organisations they fund. Doing this is a matter of principle. You paid for this research – you should have access to the results. But more than that, open access to scientific information will lead to better and faster research results. Innovation is an over-used word. We talk a lot about it, but don’t do enough of it. One reason for that is that we put obstacles in the way of innovation - like locking up information that is critical for innovators, for entrepreneurs. Open access policies get rid of those obstacles. They make it easier for great thinkers, for great business people, to do what they do best. So this package is big news for any start-up or small company that can’t afford scientific journals.This could help those businesses get their ideas to market 2 years earlier...."

#oa   #openaccess   #ec  

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