The policy context: South African and UK approaches to open access

Open Access, Policy and Practice in Research

SPARC Seminar, Wits University 9 November 2012

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The context: a perfect storm?

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Open Access policy in the mainstream

..a surge in global, regional and government policies …

At the heart of the storm – a battle over IP rights and enforcement

… a human rights approach …

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This WILL impact on South African researchers and their

publishing patterns

Global OA developments

The message

• There will be pressure for national and institutional OA policy

• The ‘translational’ potential of research and its development impact will be on the agenda

• More open Creative Commons licences are becoming the norm – CC-BY

South Africa – a story of policy incoherence

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DHET journal article subsidy…

The Impact Factor excludes developing country research…

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World Research Publication - 2001

http://www.worldmapper.org 2006 SASI Group (University of Sheffield) and Mark Newman (University of Michigan).

DHET – Green Paper on Post-School Education

• OERs advocated• Government funded open textbooks• Openness in distance education • Will OA be part of the White Paper?• Need for ‘an overarching policy framework on

IP and copyright in higher education’

Department of Science and Technology

The open data initiative seems to have stalled

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DST – IPR in Publicly Funded Research Act

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UK Policy Initiatives

The green route and mandates…

2010 -12 - The EC Open Aire…

..a sudden wave …

http://www.researchinfonet.org/publish/finch/

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The Finch Report

…gold open access

… the importance of the published article

as the version of record…

Are international open access journals helping overcome the marginal status of developing country research?

… the cost of APCs remains a problem – and who is going to

handle this?

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Funder mandates aim to change publishing behaviour….

How will this impact on Wits?

http://chet.org.za/indicators/interactive-graph.php?uid=56,62,66&aid=&iid=52&rid=165&gw=800

Our universities, in particular, should be directing their research focus to address the

development and social needs of our communities. The impact of their research

should be measured by how much difference it makes to the needs of our communities, rather than by just how many international

citations researchers receive in their publications.

Blade Nzimande, SA Minster of Higher Education and Training, Women in Science Awards. 2010

The central messages ….

…investment in research communication and its

infrastructure is essential…

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Institution-wide structures are needed for research communication…

Licensing frameworks will be needed and institutional IP policies that include open licensing

Repositories…

http://www.flickr.com/photos/adactio/ CC attribution licence

…beyond journal articles…

The Finch Report

…the infrastructure of subject and institutional repositories should be developed so that they play a valuable role complementary to formal publishing, particularly in providing access to research data and to grey literature, and in

digital preservation

… moving beyond the impact factor with new journal models and altmetrics?

Will WB and FAO style initiatives, taken together with the Finch

recommendations on repositories, add traction to national policy development

for development-focused research?

The Impact factor

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Do we want to advise our colleagues in the developing world to replicate a

journal system that we think is on the way out? Or do we want to encourage

them to adopt something that is far more current–that is cutting edge and is going

to lead the way?

Leslie Chan – Interview with Hassan Masum: Center for Global Health R&D Assessment

Eve Gray Scholarly Communication in Africa Programme

University of Cape Town

Centre for Educational TechnologyIP Law and Policy Research Unit

University of Cape Town

http://www.gray-area.co.zaTwitter: graysouth