Presented in a UKSG webinar on 20 November 2013.

1. UKSG
20/11/2013
Managing Open Access in the Library
Nancy Pontika, PhD
Information Consultant for Research
UKCoRR External Liaison Officer
@nancypontika

2. A problem
The period
1986 – 2003
subscription prices
increased more
than 260%
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3. Another problem
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Overall, for 2013 in Europe budgets have decreased. In the USA the numbers stayed
the same. In Asia the budgets increased. (Source: Library Budget Predictions for 2013)
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4. Not convinced yet?
(Source: http://lj.libraryjournal.com/2013/04/publishing/the-winds-of-changeperiodicals-price-survey-2013)
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5. Let’s face it!
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6. Open Access
“Open-access (OA) literature is digital, online,
free of charge, and free of most copyright and
licensing restrictions. What makes it possible is
the internet and the consent of the author or
copyright-holder”
(Suber, 2007)
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7. Library
Services
Open Access Journals
Gold Route
Open Access Journals offer peer-reviewed research.
30% charge an Article Processing Charge (APC), 70% do not
Subscription based journals that offer an open route- hybrid journals.
Always (100%) charge Article Processing Charges (APCs)
* Who covers APCs? 59% paid by funder, 24% institution, 12% author
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8. Library
Services
Open Access Archives/ Repositories
-
Do NOT perform peerreview
-
Standardised: OAIPMH compatible
-
7/8 of 40% UK’s OA
literature, world’s 20%
Green route
Pre-prints, post-prints,
final version
-
Repositories
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Institutional
Royal Holloway
Research
Online
Subject
arXiv.org
e-LiS

9. Creative Commons Licenses
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10. RCUK Policy on Access to Research Outputs
(July 2012)
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• In effect from April 1st 2013
• Journal articles and conference proceedings
• RCUK green compliant journals:
- Allow self-archiving in repositories
- 12 months embargo period for STEM
- 24 months embargo period for HSS
• RCUK gold compliant journals:
- Open Access or hybrid journals with CC-BY
• Article Processing Charges (APCs)
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RCUK will provide funding to
enable:
• 45% compliance the first
year
• 50% compliance the
second year
[http://www.rcuk.ac.uk/media/news/2012news/Pag
es/121108.aspx]

11. Library
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Double dipping - no transparency
?
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12. SHERPA FACT
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13. HEFCE: Consultation on the criteria for
post-2014 REF
Green open access only - repository submission
The criteria which apply to the outputs are:
• Journal articles and conference proceedings only
• Published after a two year notice period (i.e. 2016)
• With UK HEIs in address field
Consultation from UK HEIs:
• Licenses: CC-BY or any other “liberal" license
• Immediate deposit or delayed deposit
• Full compliance or percentage compliance
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14. Funder Open Access Policies around the World
RCUK
(Source: Screenshot from the SPARC Europe website
http://sparceurope.org/analysis-of-funder-open-access-policies-around-the-world/)
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15. Purpose of policies
(Source: ROARMAP http://roarmap.eprints.org/)
“@bernardrentier: university that doesn't know what
papers its faculty publish is like a factory that doesn't
know what it produces #berlin11”
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16. Policies: Implications for libraries… and universities
Institutional
• Adequate
preparation
• Internal policy
Funder
• Come as a surprise,
i.e. RCUK policy
versus
• Institutions catch up
late
• Policy timely
proposed
• Reflect on internal
policies
• Services in place
• Adaptation of new
systems
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17. Library Advocacy
• Strategic marketing
• Social Media presence
• Open Access website
• Spread the word
• Do your homework
• OA Champions
• Make friends
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18. Must read!
By Peter Suber
Free on the internet
with CC-BY-NC license
bit.ly/oa-book
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19. Questions?
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