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The Coming Decade of Open Access Moving Beyond Traditional Forms and Functions of Scholarly Communications eslie Chan niversity of Toronto Scarborough ioline International

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Keynote presentation at the 3º Simpósio Brasileiro de Comunicação Científica: Perspectivas em Acesso Aberto, http://www.sbcc.ufsc.br 05 e 06 de junho de 2012, Florianópolis (SC) – Brasil. 2012 marks the tenth anniversary of the Budapest Open Access Initiative, a declaration that provided a formal definition of Open Access (OA) and a set of strategies for archiving OA. This talk begins with a review of the major milestones of achievement over the last decade, both globally and with specific attention to Brazil and Latin America, followed by identification of key areas of research communication that remained to be improved. These areas include infrastructural development for e-research, more diverse and transparent metrics for evaluating scholarship, funding and institutional policy alignment, and new forms of scholarly practices and representation. Examples from these areas will be highlighted, with emphasis on areas of collaboration between information scientists and scholars from various fields.

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Page 1: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

The Coming Decade of Open AccessMoving Beyond Traditional Forms

and Functions of Scholarly Communications

Leslie ChanUniversity of Toronto ScarboroughBioline International

Page 2: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications
Page 3: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Agenda• What is Open Access and its key benefits• Growth of OA in the last ten years• Key trends and developments

– Global and Local trends (Brazil)– New and Exciting Developments

• Areas that are still deficient• Looking to the Future and Suggestions for

Collaborations

Page 4: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Key Messages

• Open Access as a philosophical principle and a set of practical tools

• “Journal” no longer serves the needs of networked scholarship• From “Wealth of Nations” to “Wealth of Networks”• Need to rethink measurements of “impact” and values,

especially for research relevant to development• Innovations are happening in the “peripheries” but there are

gatekeepers and social barriers• Aligning funding and reward policies with new scholarly

practices and inclusive metrics

Page 5: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

“By "open access" to this literature, we mean its free availability on the public internet, permitting any users to read, download, copy, distribute, print, search, or link to the full texts of these articles, crawl them for indexing, pass them as data to software, or use them for any other lawful purpose, without financial, legal, or technical barriers other than those inseparable from gaining access to the internet itself. The only constraint on reproduction and distribution, and the only role for copyright in this domain, should be to give authors control over the integrity of their work and the right to be properly acknowledged and cited.”BOAI 2002 http://www.soros.org/openaccess/read

Page 6: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Modes of Open AccessGratis Libre

GreenAuthor Self-Archiving of published papers or pre-prints in Institutional Repositories

Green-Gratis Green-Libre

GoldAuthor publish in journals that are open access

Gold-Gratis Gold-Libre

User Rights

Venues and Delivery Vehicles

Page 8: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

http://www.doaj.org/

Page 9: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

http://www.openaccessmap.org

Page 11: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

http://www.scielo.org.za/

Page 12: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

The World of Journal Publishing According to Thomson’s ISI Science Citation Index

Data from 2002http://www.worldmapper.org/display.php?selected=205

Page 13: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

http://www.bioline.org.br

Page 14: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

OA does not only remove or reduce price barriers for researchers in developing countries, it offers a more equitable model for the exchange of knowledge as a global public good (the philosophical dimension)

Page 15: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Some Key Trends in OA

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Page 17: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications
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Institutional and Funder Mandates

Page 19: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Policy Developments

• The World Bank launched an institutional repository and adopted an OA mandate on April 10, 2012

• UNESCO published an OA Policy Guidelines in March 2012

• UK, EU, and the USA are all developing major funding policies on OA

Page 20: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

http://thecostofknowledge.com/

Page 21: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

http://www.guardian.co.uk/science/2012/jan/16/academic-publishers-enemies-science

Page 22: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

PIPA (Protect IP Act)

Research Works Act

Page 23: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

http://youtu.be/5FoYxzPZDuw

Page 24: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications
Page 25: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications
Page 26: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

New Ways of thinking about Scholarly Communications

Page 27: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

http://www.peerproject.eu/

Page 28: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Key Findings

1. There is no evidence of any harm to publishers as a result of embargoed green OA2. There is evidence of increased total usage through green OA 3. There is evidence that green OA through the PEER project actually drives usage at the publisher site.David Prosser, May 29, 2012

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http://total-impact.org/

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The IF cannot be reproduced, even if it reflected actual citations

http://jcb.rupress.org/content/179/6/1091.full

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http://arxiv.org/abs/1205.4328

Page 34: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications
Page 35: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

From “Big” science to Networked science

Knowledge for local problem solving

Page 36: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

OPEN ACCESS ?

Page 37: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Convergence

• Brazil, biodiversity and sustainable development

• Information society policy• Free Culture Movement –

Access to Knowledge in Brazil

Page 38: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Institutional Design

Sustainability as a set of institutional structures and processes that build and protect the knowledge commons (Mook and Sumner 2010)

Page 39: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Broadening the definition of “prestige”, “impact”, “value” and “capital”

Business value monetary return, financial capital, efficiency, competiveness

Scholarly value Reputation and citation; trust; symbolic capital

Institutional value Public mission, community outreach, intellectual capital

Social value Equity, participation, inclusion, diversity, social capital

Political value Evidence based policy, transparency, accountability, civic capital

Page 40: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Conclusions

• Leverage the various Open movement • Align the values of research with appropriate incentives and

recognition• Also need to align policies that are emerging from the top

with initiatives are rising from the bottom• Support for metadata standards and open licences• Recognition of non-proprietary and collaborative research

output from networked scholarship• Reward dissemination of research findings through multiple

means – beyond the journal• Move Prestige to Open Access

Page 41: The Next Decade of Open Access: Moving Beyond Traditional Forms and Functions of Scholarly Communications

Thank You! [email protected]

http://www.openoasis.org

http://www.bioline.org.br

http://www.openaccessmap.org