using oa policy schema
TRANSCRIPT
Using OA policy schema
Bill Hubbard and Mafalda PicarraJisc
Overview of the session
»OA policy landscape»Rationale for developing a policy schema»An overview of the schema»How to complete the schema»Initial results»Next steps»And beyond . . .
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Using OA policy schema
Using OA policy schema
OA policy landscape
»OA policy landscape is complex: institutions, funders, publishers
»Policies are often expressed in different terms and conditions
»Authors find challenges complying with multiple policies
»Academic support staff find challenges providing advice, monitoring, and reporting on compliance
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219
9
556
73
Funder or funder and research organisation Multiple research organisations University or research institutionSub-unit of research organisation
Data source: SHERPA/Juliet and ROARMAP
Rationale for developing a policy schema
»Funders and institutions can express their policies in a consistent and structured way
»Authors can more easily access information that is documented in a systematic way
»Authors receive clear guidance on distinct policies»Services like SHERPA/Juliet can improve the quality
and reliability of their data »New services can more easily mesh policy
requirements with permissions
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Using OA policy schema
Using OA policy schema
An overview of the schema
»Organisation: details of the organisation issuing the policy
»Policy: general parametric information
»Repository requirements: requirements for depositing items and for making the deposited items OA
»OA publishing requirements: requirements for publishing in OA form
»Other: further information
Five sections:
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How to complete the schema»Field: usually a question for
the organisation to answer»Contents: information to be
provided by the organisation (free text or selection from drop-down list)
»Mandatory or Optional: whether the field must be filled in or if it may be left empty
»Guidelines: further information to help the organisation provide the ‘contents’
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Using OA policy schema
Using OA policy schema
Initial results»From 25 UK institutions and
funders, the majority have the following requirements in common:› Deposit in a repository› Deposit in institutional
repository › Deposit is required or
recommended › Version of deposit is the
author's manuscript post-peer-review
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Using OA policy schema
Initial results»There are fewer
commonalities in the following requirements:› Date of deposit› Date to make deposited
item open access
› Embargoes› Licences
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Discussion
»How does this look to you?»Does it fit what you need?»Does your organisation have a policy?»What facets are of particular importance to you?»Do you use or accept embargoes? If so, why?»What is the purpose of your policy? Could you buy into
a common policy?
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Using OA policy schema
Next steps
»Promote the schema and collect completed forms from institutions and funders in the UK and internationally
»Analyse results and examine if there are changes in trends
»Promote dialogue at the national/international level about more consistent and systematic expression of OA policies’ requirements
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Using OA policy schema
Meanwhile, elsewhere . . .
»Working on this policy schema for funders and institutions
»Working with publishers and publishing groups to identify commonalities in policies› Clarification – maybe move towards standardisation?
»Working with publishers and funders to look at compliance workflows and best practice to support these
»Developing services which mesh policies – FACT and REF
»Developing ideas for opportunities for using harmonised policies03/03/201
6Using OA policy schema
And beyond . . .
»In the past, the response from publishers has often been a need for individualised conditions, complexity and diversity› This has caused problems . . .
»As funding policies develop we see the same issues arising . . .
»As institutional policies develop we see . . . »Do publishers, funders, institutions need individualised
policies?»To see change, there is a need for vision and
leadership03/03/2016
Using OA policy schema
jisc.ac.uk
Using OA policy schema
Thank you!
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Bill HubbardDeputy head scholarly communications supportMafalda PicarraPASTEUR4OA project [email protected]@jisc.ac.uk