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Epic Open Wins Gates Foundation
1.
EPIC OPEN WINS Jennifer
Hansen, Officer, Knowledge & Research © 2014 Bill & Melinda Gates Foundation OpenCon Brussels November 14, 2015
2.
© Bill &
Melinda Gates Foundation | 2 WHO WE ARE - OUR HISTORY 2006 Warren Buffett pledges Berkshire Hathaway stock valued at $31 billion. 2008 Bill joins Melinda full-time at the foundation. 1997 Bill and Melinda read an article about rotavirus and are inspired to act. 2000 The Bill & Melinda Gates Foundation is created, with a focus on health, education, and libraries. 1994 Bill Gates Sr. starts a small philanthropic foundation at his son’s request. 2011 The foundation moves to its new permanent home in Seattle.
3.
© Bill &
Melinda Gates Foundation | 3 OUR GLOBAL REACH AND PRESENCE 1500+2014 Active Grantees 1,3762015 employees worldwide $3.9B2014 grant payments $42.9BFoundation Trust Endowment Ethiopia Europe and Middle East Office China Washington, D.C. India Nigeria South Africa Seattle
4.
© Bill &
Melinda Gates Foundation | 4 OUR VALUES OPTIMISM COLLABORATION RIGOR INNOVATION
5.
© Bill &
Melinda Gates Foundation | 5 WHAT WE FOCUS ON What are the areas of greatest need? Where can we have the greatest impact?
6.
WHY OPEN ACCESS?
7.
OPENLY SHARING INFORMATION ACCELERATES OUR IMPACT
8.
November 2013: Foundation Staff Convene
to Develop a Publication Policy May 2014: Executive Leadership Team Approves Open Access Policy November 2014: Open Access Policy Public Announcement © Bill & Melinda Gates Foundation | 8 OPEN ACCESS POLICY TIMELINE
9.
© Bill &
Melinda Gates Foundation | 9 OPEN ACCESS POLICY* – THE ELEMENTS Publications will be deposited in a specified repository(s) with proper tagging of metadata. All publications shall be published under the Creative Commons Attribution 4.0 Generic License (CC BY 4.0) or an equivalent license. All publications shall be available immediately upon their publication, without any embargo period The foundation will require that data underlying the published research results be immediately accessible and open. ELEMENT 1 ELEMENT 2 ELEMENT 3 ELEMENT 4 DISCOVERABLE AND ACCESSIBLE ONLINE OPEN ACCESS TERMS NO EMBARGO UNDERLYING DATA The foundation will pay the reasonable fees in order to publish on the terms our Open Access Policy. ELEMENT 5 REASONABLE FEES *As of January 1, 2015 our Open Access policy is effective for all new agreements. The foundation is granting a two year transition period for policy compliancy. As of January 1, 2017, all publications will be required to publish on our open access terms.
10.
IMPLEMENTATION
11.
Implementation Principles Optimize
the impact of the research we fund Minimize operational impact on foundation staff, grantees/researchers, and the publishers Our Process Small project team Two year transition Stakeholder engagement © Bill & Melinda Gates Foundation | 11 MAKING THE POLICY COME ALIVE
12.
Immediate Changes As
of January 1, 2015, a non-negotiable open access clause was added to all grant agreements. Creation of a centralized budget to pay open access fees Manual Processing Grantees who want to publish on the foundation’s open access terms email openaccess@gatesfoundation.org for processing and payment. © Bill & Melinda Gates Foundation | 12 MAKING THE POLICY COME ALIVE
13.
13
14.
© Bill &
Melinda Gates Foundation | 14 CHRONOS - BENEFITS Gates Foundation Grantees & Researchers Publishers • Centralized process to report and measure its funded research. • Ensure compliance with minimal operational burden and overhead. • Authors receive clear guidance on how to comply with the policy. • Individuals and institutions no longer required to manage APC payments. Publishers have a consistent way of receiving payment for articles funded by the Gates Foundation.
15.
16.
17.
18.
• Anticipated launch
date of Chronos: July 1, 2016 • Continued stakeholder engagement © Bill & Melinda Gates Foundation | 18 WHAT’S NEXT?
19.
WORKING TOGETHER FOR THE
FUTURE OF OPENNESS
20.
© Bill &
Melinda Gates Foundation | 20 • Jennifer Hansen, Officer, Knowledge & Research • E-mail jennifer.hansen@gatesfoundation.org • Open Access Policy • E-mail OpenAccess@GatesFoundation.org CONTACT & INFORMATION
Notes de l'éditeur
2
Headquarters : Seattle Offices: Europe and Middle East Office (London) and Washington, D.C. Country Offices: China and India Country Representatives: Ethiopia, Nigeria, and South Africa
4
5
9
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