PASTEUR4OA/Advocacy Resources
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This questionnaire is designed to enable institutions to assess: a) the openness of their research and teaching; b) the level of awareness of openness in their researchers; and c) the level of awareness and use by researchers of institutional support. It covers the whole process of undertaking and disseminating scholarly and scientific research, and teaching, including for instance awareness of and adherence to policies and strategies.
The questionnaire allows you to check policy alignment with the European Commission's Horizon 2020 Multi-beneficiary General Model Grant Agreement, Version 1.0, December 11, 2013 requirements
The present guidelines aim to assist in the development of efficient Open Access policies among Research Performing Organisations. They provide the context, the process and a model policy that will enable the institutions to devise and implement their own Open Access policy.
The present guidelines aim to assist in the development of efficient Open Access policies among Funders. They provide the context, the process and a model policy (template) that will enable Funders to develop and implement their own Open Access policy.
Based on the analysis of over 120 mandatory policies from ROARMAP, this briefing paper lays out the main issues that affect the effectiveness of a policy in providing high levels of Open Access research material.
Based on the results of the analysis of over 120 mandatory policies in ROARMAP, this briefing paper lays out the main issues that affect the effectiveness of a policy in providing high levels of Open Access research material.
This briefing paper provides an overview of the processes around policy development, effectiveness and alignment as well as discusses the current UK institutional context in light of recently policy developments and related project work.
This brief describes the open access landscape, in terms of policies of funders and institutions, as well as infrastructures in the UK. It is the summary of a larger case-study produced by PASTEUR4OA
This case study presents the current situation for open access policies and structures in Denmark, a country with early open access policy requirements by funders and a focus on open access policies through repositories.
This case study describes thje policy landscape in Belgium, a country where a substantial move of universities towards open access can be observed in the last ten years.
This case study looks at Ireland’s transition to Open Access with government bodies and funding agencies adopting policies over a period of several years.
Two distinct paths for open access are being promoted in UK open access policies: open access publishing (gold open access) by RCUK (Gold OA) and self-archiving (green open access) by HEFCE. This requires continuous and coordinated efforts to support universities, academic libraries and researchers in achieving compliance.
The case study describes UCL's Open Access policy and the development of it since its inception. The infrastructure and policy support from UCL for authors, helping them to comply with the policy, are also discussed.
This case study describes the development and implementation of the Open Access policy at the University of Liège, currently the most effective and successful Open Access policy in the world. The policy itself and the infrastructural and advocacy support provided for it by the University are described. Data showing the results of the policy in terms of levels of material in the repository are presented.
The case study describes the University of Turin's Open Access policy and the development of it since it inception. The infrastructure and policy support from the University for authors, helping them to comply with the policy, are also described.
The case study provides an overview of actions carried out to implement the Open Access Institutional Policy at UiT - The Arctic University of Norway in terms of repository infrastructure, policy support and policy monitoring.
This case study describes the implementation process of the Open Access institutional policy at the University of Minho (UMinho), Portugal. It provides information on related supporting actions initiated and facts and figures pertaining to the monitoring processes of the organization to ensure policy compliance.
This report presents a European-wide case study for assessing EU Member State's readiness for Open Access (OA) policy implementation – and specifically for the European Commission H2020 policy. Aspects like the availability of OA infrastructure, the awareness of OA and the availability of harmonised working procedures and coordination mechanisms are analysed, providing the means to assess the situation of specific countries.
The Austrian Science Fund (FWF) is the main funder for basic research in Austria. FWF has been instrumental in promoting Open Access in Austria and elsewhere and possesses a strong Open Access policy for the research it funds. This case study presents FWF as a good practice of an effective funder policy on account of its comprehensive strategy and multi-faceted approach for implementing and supporting it.
This paper highlight the Health Research Board Ireland as a funding agency with a mandatory open access policy, which is supported by a comprehensive set of activities to secure implementation.
This briefing paper describes the rise of new platforms for the dissemination of scholarly outputs, discusses their business models and outlines why policymakers should be concerned with the provision of public infrastructures for research communication.
This discussion paper introduces the concept of Open Science to policymakers and discusses how Open Science is fomenting change in the way scientific research is conducted, communicated, accessed and shared. The key highlights of this paper include an overview of the European Commission’s agenda for transforming science and democratising research through Open Science and considers the implications of Open Science for researchers’ and policymakers.
In parallel to implementing Open Access policies, institutions and research funders are also engaged in developing mechanisms to monitor compliance with the existing policies. This study highlights why policy compliance must be monitored and how it can be done. A series of case studies illustrate where compliance is being effectively monitored.
This briefing paper explores the key role that Open Access to scientific information plays not only in contributing to the transfer of knowledge from the academic to the private sector but also to the development of new or the improvement of existing products, processes and services, and to the establishment of new collaborations that help to address key societal challenges.
This paper explores the current bibliometric measures in practice, it discusses whether they are fit for purpose and considers future directions for research impact measurement.
This briefing paper provides an overview of basic issues regarding APCs, an important component of the business model of Open Access publishing
As the public purse continues to invest in Gold OA, it is important to map the costs of current publication models. Yet, the Gold OA market is largely opaque. Data on both the costs of subscriptions and of APCs are hard to gather. If they can be obtained, they only offer partial but very different insights into the market. This is a problem for efficient open access publishing. Funders, institutions, and individual researchers are increasingly concerned that a transition to Gold OA could leave research community open for exploitative financial practices and prevent effective market coordination.
Which factors contribute to the current opacity in the market? Which approaches are taken to foster financial transparency of Gold OA? And what are recommendations to funders, institutions, researchers and publishers to increase transparency? This briefing paper presents the current state of financial opacity in scholarly journal publishing. It describes what information is needed in order to obtain a bigger, more systemic picture of financial flows, and to understand how much money is going into the system, where this money comes from, and how these financial flows might be adjusted to support different kinds of publishing models.
This briefing paper describes the rise of new platforms for the dissemination of scholarly outputs, discusses their business models and outlines why policymakers should be concerned with the provision of public infrastructures for research communication.
This briefing paper introduces the Knowledge Net, a network established as part of the PASTEUR4OA project framework that seeks to promote and advance the implementation of OA policies across Europe. The paper discusses the aims, objectives and achievements of the Knowledge Net and the next steps.
Open Access monographs offer a real opportunity for long-form humanities and social sciences scholarship to reach a wider audience. However, unlike for journal articles, discussions around how to best achieve Open Access to books are still in a nascent stage, complicated by the large upfront costs associated with each published book. This briefing paper provides an overview of the Open Access monograph landscape, outlining the case for OA books, the costs involved, the potential for innovation, the current business models and the possible areas for policymaker intervention.
This discussion paper contains a comparative analysis of the Open Access policies adopted by Italian universities. The comparison has two goals: to verify the level of alignment of the policies, and compare them with the good practices from the Horizon2020 guidelines and the recommendations of S. Shieber e P. Suber. The analysis has been conducted with an empirical methodology that involved all the reference persons of the 14 Italian universities that adopted an OA policy, and using as support the registry of OA policies ROARMAP. The results highlights that misalignments regard deposit modalities (time, article version, waiwer options) and the way Open Access is pursued and/or encouraged. In addition, a few recommendations have been drafted from the comparison with best practices, regarding the following points: enablers of Open Access by Default, support to the “Gold Road”, reuse licences, and open research data.
The management and widespread sharing of publicly funded research data has gained significant momentum among governments, funders, institutions, journals and data service providers around the world. However, there is no ‘one-size-fits-all’ approach to open research data across academic disciplines. Different disciplines produce different types of data and have various procedures for analysing, archiving and publishing it. This briefing paper presents the current state of open research data across academic disciplines. It describes disciplinary characteristics inhibiting a larger take-up of open research data mandates. Additionally it presents the current strategies and policies established by funders, institutions, journals and data service providers alongside general data policies.
This discussion paper introduces the concept of Open Science to policymakers and discusses how Open Science is fomenting change in the way scientific research is conducted, communicated, accessed and shared. The key highlights of this paper include an overview of the European Commission’s agenda for transforming science and democratising research through Open Science and considers the implications of Open Science for researchers’ and policymakers.
The briefing paper aims to introduce copyright and licensing by examining some of the key issues raised in relation to authors’ rights.
This brief looks at the alignment of OA policies within Europe at an institutional and also a funder level, specifically within the 34 countries which comprise those represented by an expert organisation that has joined the ‘Knowledge Net’ and which was established by the PASTEUR4OA project.
This briefing paper describes where the main costs lie in providing Open Access and in the traditional subscription-based system. It provides indicative costs for Green and Gold Open Access and summarises studies to date on the comparative costs of different systems of scholarly communication.
This brief describes the main elements of the H2020 Open Access policy in order to help research institutions support their researchers in complying with the related policy requirements.
This policy brief aims to contribute to a better understanding of this increasingly topical concept, while focusing on one of its core features: Open Access. To achieve this aim, it provides an overview of the concept and its emergence within the policy discourse of the EU and beyond, examines its key components, placing particular focus on the central place of Open Access within the RRI framework, and concludes with recommendations for the development of initiatives to further strengthen RRI.
This briefing paper describes the supporting mechanisms that institutions can put in place to enhance the effectiveness of an Open Access mandate. These supporting mechanisms include infrastructural and technological systems and institutional processes.
In parallel to implementing Open Access policies, institutions and research funders are also engaged in developing mechanisms to monitor compliance with the existing policies. This study highlights why policy compliance must be monitored and how it can be done. A series of case studies illustrate where compliance is being effectively monitored.
This briefing paper provides an overview of the current situation with regards to Open Access to research data. It considers the benefits and challenges of opening up research data with a particular focus on current funder and institutional policy developments in Europe and further afield.
This briefing paper provides an overview of the criteria commonly specified in OA policies and points out some of the relevant steps informing the development, monitoring and revision of OA policies. Moreover, it outlines what OA policy elements contribute to policy effectiveness and highlights the benefits in aligning OA policies.
This briefing paper describes the types of Open Access policies currently in use across the globe, as well as giving an indication of which factors combine together to make a particularly ‘strong’ or ‘weak’ policy. It provides examples and recommendations on how to gain optimum effectiveness when formulating or updating a policy.
This briefing paper provides an overview of the processes around policy development, effectiveness and alignment as well as discusses the current UK institutional context in light of recently policy developments and related project work.
This briefing paper provides an introduction to the essentials of Open Access, including explaining the definitions of terms in use, such as Green and Gold, Libre and Gratis types of Open Access. It also describes the infrastructures that support the Open Access literature.
This paper explores the current bibliometric measures in practice, it discusses whether they are fit for purpose and considers future directions for research impact measurement.
Based on the analysis of over 120 mandatory policies from ROARMAP, this briefing paper lays out the main issues that affect the effectiveness of a policy in providing high levels of Open Access research material.
Based on the results of the analysis of over 120 mandatory policies in ROARMAP, this briefing paper lays out the main issues that affect the effectiveness of a policy in providing high levels of Open Access research material.
This briefing paper provides an overview of basic issues regarding APCs, an important component of the business model of Open Access publishing
This briefing paper lays out the main issues that affect the effectiveness of a policy in providing high levels of Open Access research material.
This brief describes the open access landscape, in terms of policies of funders and institutions, as well as infrastructures in the UK. It is the summary of a larger case-study produced by PASTEUR4OA
This is a report of a PASTEUR4OA meeting that together national experts on open access acrossEurope to discuss open access policy developments and explore a shared understanding of the role of a Knowledge Net, a proposed Network of the expert organizations throughout Europe.
Τhis factsheet is a summary presentation of the most pressing challenges in developing and reinforcing national Open Access strategies and policies and recommendations to address them reported by national experts of European Member States at the relevant PASTEUR4OA December 2014 London meeting.
This paper provides an overview of advances and developments in open access in the EU, MS and neighboring countries. It informms the role that PASTEUR4OA project plays in advancing the EC's Horizon 2020 open access mandate.
This presentation gives general information about the project PASTEUR4OA and its aims. The achievements of the project such as updated ROARMAP, identified main elements of OA policies, creation and development of the Knowledge Net, prepared OA advocacy materials and organised regional meetings with stakeholders are shortly presented
This presentation draws on the Policy Guidelines for funders. The guidelines aim to assist in the development of efficient Open Access policies among funders. They provide the context, the process and a model policy (template) that will enable [funders/institutions] to develop and implement their own Open Access policy
This presentation draws on the Policy Guidelines for institutions. The guidelines aim to assist in the development of efficient Open Access policies among institutions. They provide the context, the process and a model policy (template) that will enable [funders/institutions] to develop and implement their own Open Access policy
Guides you through important steps in developing relevant visualizations by showcasing the work of PASTEUR4OA to develop visualizations from ROARMAP.
This presentation discusses the policy elements that are necessary for an effective open access policy, according to the findings of the analysis of the revamped ROARMAP tool for open access policies by PASTEUR4OA. It contains graphs, charts and numbers for evidence-based arguments
This presentation provides numeric data regarding institutional and funder open access policies drawn from ROARMAP at the end of February 2015. Draw numbers and charts/pies to support arguments for open access policy development. Prepared by Alma Swan
This questionnaire is designed to enable institutions to assess: a) the openness of their research and teaching; b) the level of awareness of openness in their researchers; and c) the level of awareness and use by researchers of institutional support. It covers the whole process of undertaking and disseminating scholarly and scientific research, and teaching, including for instance awareness of and adherence to policies and strategies.
In parallel to implementing Open Access policies, institutions and research funders are also engaged in developing mechanisms to monitor compliance with the existing policies. This study highlights why policy compliance must be monitored and how it can be done. A series of case studies illustrate where compliance is being effectively monitored.
The questionnaire allows you to check policy alignment with the European Commission's Horizon 2020 Multi-beneficiary General Model Grant Agreement, Version 1.0, December 11, 2013 requirements
This briefing paper provides an overview of the current situation with regards to Open Access to research data. It considers the benefits and challenges of opening up research data with a particular focus on current funder and institutional policy developments in Europe and further afield.
This presentation draws on the Policy Guidelines for institutions. The guidelines aim to assist in the development of efficient Open Access policies among institutions. They provide the context, the process and a model policy (template) that will enable [funders/institutions] to develop and implement their own Open Access policy
This briefing paper provides an overview of the criteria commonly specified in OA policies and points out some of the relevant steps informing the development, monitoring and revision of OA policies. Moreover, it outlines what OA policy elements contribute to policy effectiveness and highlights the benefits in aligning OA policies.
This briefing paper describes the types of Open Access policies currently in use across the globe, as well as giving an indication of which factors combine together to make a particularly ‘strong’ or ‘weak’ policy. It provides examples and recommendations on how to gain optimum effectiveness when formulating or updating a policy.
The present guidelines aim to assist in the development of efficient Open Access policies among Research Performing Organisations. They provide the context, the process and a model policy that will enable the institutions to devise and implement their own Open Access policy.
This briefing paper provides an introduction to the essentials of Open Access, including explaining the definitions of terms in use, such as Green and Gold, Libre and Gratis types of Open Access. It also describes the infrastructures that support the Open Access literature.
Based on the results of the analysis of over 120 mandatory policies in ROARMAP, this briefing paper lays out the main issues that affect the effectiveness of a policy in providing high levels of Open Access research material.
In parallel to implementing Open Access policies, institutions and research funders are also engaged in developing mechanisms to monitor compliance with the existing policies. This study highlights why policy compliance must be monitored and how it can be done. A series of case studies illustrate where compliance is being effectively monitored.
The questionnaire allows you to check policy alignment with the European Commission's Horizon 2020 Multi-beneficiary General Model Grant Agreement, Version 1.0, December 11, 2013 requirements
This briefing paper provides an overview of the current situation with regards to Open Access to research data. It considers the benefits and challenges of opening up research data with a particular focus on current funder and institutional policy developments in Europe and further afield.
This presentation draws on the Policy Guidelines for funders. The guidelines aim to assist in the development of efficient Open Access policies among funders. They provide the context, the process and a model policy (template) that will enable [funders/institutions] to develop and implement their own Open Access policy
The present guidelines aim to assist in the development of efficient Open Access policies among Funders. They provide the context, the process and a model policy (template) that will enable Funders to develop and implement their own Open Access policy.
This briefing paper provides an introduction to the essentials of Open Access, including explaining the definitions of terms in use, such as Green and Gold, Libre and Gratis types of Open Access. It also describes the infrastructures that support the Open Access literature.
Based on the analysis of over 120 mandatory policies from ROARMAP, this briefing paper lays out the main issues that affect the effectiveness of a policy in providing high levels of Open Access research material.
