Archives des mots-clés : open access policies

Thought Experiment on the Impact of Plan S on non-Plan S countries and Japan

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Author : Miho Funamori

In September 2018, a consortium of eleven European research funding agencies known as cOAlition S announced “Plan S,” which requires full and immediate Open Access to all research publications stemming from projects funded by the agencies.

The goal of making research output openly available to all has been generally welcomed; however, the strict requirements of Plan S, which take effect on January 1, 2020, have drawn criticisms from various stakeholders. Researchers from affected countries considered it a violation of their academic freedom, as they will be forced to publish only in conforming journals.

Publishers, especially those publishing high profile journals, claim that it will be impossible to sustain their business if forced to convert to Open Access journals and to rely solely on article processing charges. Institutions operating their own Open Access platforms or Open Access repositories view the requirements as well-intended but difficult to meet.

Despite the turmoil, little has been heard from non-Plan S countries, especially from non-English speaking countries outside Europe. There have been scarcely any comments or analyses relating to the impact of Plan S on these non-Plan S countries.

This paper aims to fill the gap with a thought experiment on the impact of Plan S requirements on various stakeholders in these non-Plan S countries. The analysis concludes that non-Plan S countries are indirectly affected by Plan S by being forced to adapt to the world standard that Plan S sets forth.

As many non-Plan S countries lack support for this transition from their respective funding agencies, they will be seriously disadvantaged to adapt to the new standards. The article processing charge for publishing in Open Access journals and the strict requirements for Open Access platforms could suppress research output from non-Plan S countries and reduce their research competitiveness.

Local publishers, whose financial position in many cases is already precarious, may be forced to shut down or merge with larger commercial publishers. As scholarly communication is globally interconnected, the author argues the need to consider the impact of Plan S on non-Plan S countries and explore alternative ways for realizing full and immediate OA by learning from local practices.

This analysis uses Japan as an exemplar of non-Plan S countries. Its distinctiveness is specified where applicable.

URL : https://www.semanticscholar.org/paper/Thought-Experiment-on-the-Impact-of-Plan-S-on-S-and-Funamori/f5c702b7f98ceec54f9409a693802c9c0a971ef2

NGOs’ experiences of navigating the open access landscape

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Author : Nilam McGrath

Grant-led consortia working in the global development sector rely on the input of local and national non-government organisations in low- and middle-income countries.

However, the open access mandates and mechanisms embedded within grants and promoted by funders and publishers are designed almost exclusively with large universities and research institutions in mind.

Experiences from the consortium of health research non-government organisations comprising the Communicable Diseases Health Service Delivery research programme show that implementing open access mandates is not as simple or frictionless as it initially appears.

URL : NGOs’ experiences of navigating the open access landscape

DOI : https://doi.org/10.12688/f1000research.17359.2

Collaborating Across Campus to Advance Open Access Policy Compliance

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Authors : Andrew Johnson, Melissa Cantrell, Ryan Caillet

In 2018, the Data and Scholarly Communication Services Unit (DSCS) at the University of Colorado Boulder began implementing two open access (OA) policy workflows with the aim of increasing content in the institutional repository CU Scholar, expanding awareness of the campus OA policy that was passed in 2015, and decreasing the burden on researchers for participation in the policy.

DSCS leveraged collaborative relationships with other library departments and campus units in order to mobilize the data, infrastructure, procedures, and documentation to execute these workflows.

The Directory of Open Access Journals (DOAJ) workflow identifies existing open access publications by CU Boulder faculty and mediates deposit in order to make them available in CU Scholar. The liaison outreach workflow partners with liaison librarians to request from faculty preprints and author’s final manuscripts of publications in which the publisher version may have copyright restrictions.

At present, the DOAJ workflow has resulted in 754 articles deposited in CU Scholar, and the liaison outreach workflow has resulted in 91 articles deposited. Each of these workflows pose challenges that have required flexibility, experimentation, and clear communication between stakeholders.

This case study, which includes detailed descriptions of both open access policy workflows, initial results, and plans for future implementation, may serve as a guide for other institutions wishing to adopt and/or adapt institutional repository workflows and forge collaborative relationships to further open access initiatives in their local context.

URL : Collaborating Across Campus to Advance Open Access Policy Compliance

Alternative location : https://digitalcommons.du.edu/collaborativelibrarianship/vol11/iss3/7

The International Open Access Movement and Its Status in Pakistan

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Author : Arslan Sheikh

The objective of this study is to analyze the present status of the open access movement in Pakistan, identify challenges, and make recommendations for the effective use of this publishing model.

The article looks primarily at the open access movement in Asia, with special reference to Pakistan, India, and China. Findings show that, since the emergence of the Budapest Open Access Initiative in 2001, the open access movement has developed rapidly at the international level. From the Pakistani perspective, gold open access, in which articles or monographs are freely available in their original form on publishers’ websites, developed quickly.

However, green open access, which relies on authors to self-archive their articles in institutional or subject repositories, has been relatively slow to develop. A lack of support from educational institutions, libraries, library associations, and funding bodies may explain the slow growth of green open access in Pakistan.

The author recommends that Pakistani universities, research institutions, and funding agencies develop open access policies, set up institutional repositories, and encourage publishing in open access journals and self-archiving in institutional repositories.

URL : https://preprint.press.jhu.edu/portal/sites/ajm/files/20.1sheikh.pdf

Monitoring agreements with open access elements: why article-level metadata are important

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Authors : Mafalda Marques, Saskia Woutersen-Windhouwer, Arja Tuuliniemi

Agreements with open access (OA) elements (e.g. agreements with APC discounts, offsetting agreements, read and publish agreements) have been increasing in number in the last few years.

With more agreements including some form of OA, consortia and academic institutions need to monitor the number of OA publications, the costs and the value of these agreements. Publishers are therefore required to account for the articles published OA to consortia, academic institutions and research funders.

One way publishers can do so is by providing regular reports with article-level metadata. This article uses the Knowledge Exchange (KE) and the Efficiency and Standards for Article Charges (ESAC) initiative recommendations as a check-list to assess what article-level metadata consortia request from publishers and what metadata publishers deliver to consortia.

KE countries’ agreements with major publishers were analysed to assess how far consortia and publishers are from requesting and providing article-level metadata. The results from this research can be used as a benchmark to determine how major publishers were performing until early 2019 and prior to Plan S coming into effect in 2021.

A recommendation is made that publishers use the article-level metadata check-list as a template to provide the metadata recommended by KE and ESAC.

URL : Monitoring agreements with open access elements: why article-level metadata are important

DOI : http://doi.org/10.1629/uksg.489

Repositories for academic products/outputs: Latin American and Chilean visions

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Authors : Leandro Torres, Ricardo Hartley

Open access policies have been progressing since the beginning of this century. Important global initiatives, both public and private, have set the tone for what we understand by open access.

The emergence of tools and web platforms for open access (both legal and illegal) have placed the focus of the discussion on open access to knowledge, both for academics and for the general public, who finance such research through their taxes, particularly in Latin America.

This historically unnoticed discussion must, we believe, be discussed publicly, given the characteristics of the Latin American scientific community, as well as its funding sources.

This article includes an overview of what is meant by open access and describes the origins of the term, both in its philosophical sense and in its practical sense, expressed in the global declarations of Berlin and Bethesda.

It also includes the notion of open access managed (or not) by some reputable institutions in Chile, such as CONICYT (National Commission for Scientific and Technological Research) and higher education institutions reputed nationally, such as the Universdad de Chile and Pontificia Universidad Católica de Chile. Various Latin American initiatives related to open access (Scielo, Redalyc, among others) are described, as well as the presence of Chilean documents in those platforms.

The national institutional repositories are listed, as well as their current status and a discussion about what open access has implied in Latin America and its importance for the replicability of the investigations carried out locally.

Finally, we describe some governmental initiatives (mainly legislative) at the Latin American level and propose some recommendations regarding the promotion and implementation of repositories for the access to scientific data (for access and replication purposes) of the national research.

URL : Repositories for academic products/outputs: Latin American and Chilean visions

DOI : https://doi.org/10.12688/f1000research.19976.1

Plan S in Latin America: A precautionary note

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Authors : Humberto Debat​, Dominique Babini

Latin America has historically led a firm and rising Open Access movement and represents the worldwide region with larger adoption of Open Access practices.

Argentina has recently expressed its commitment to join Plan S, an initiative from a European consortium of research funders oriented to mandate Open Access publishing of scientific outputs.

Here we suggest that the potential adhesion of Argentina or other Latin American nations to Plan S, even in its recently revised version, ignores the reality and tradition of Latin American Open Access publishing, and has still to demonstrate that it will encourage at a regional and global level the advancement of non-commercial Open Access initiatives.

URL : Plan S in Latin America: A precautionary note

DOI : https://doi.org/10.7287/peerj.preprints.27834v2