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NECOBELAC ProjectNECOBELAC ProjectWORK PACKAGE 3Cross-national advocacy infrastructure

2NECOBELAC Kick off meeting – 23 February 2009

Develop a cross-national advocacy infrastructure including a

website for all stakeholders within the network EU-LAC countries

SHERPA University of Nottingham (UoN, UK)

Bill Hubbard (bill.hubbard@nottingham.ac.uk)

WP3Cross-national advocacy infrastructure

Lead Beneficiary

MISSION

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Process of building infrastructure

• Define what is to be done - – NECOBELAC as a response

• Examine examples from UK and Europe• Draw lessons and guidance• Define NECOBELAC context• Define LAC context• Iterative process of application, test, evaluation

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Examine examples

• SHERPA - self-help group• SHERPA Plus - self-help and workshop support• RSP - centralised support, workshops, consultancy• DRIVER - advocacy for IRs, European standards,

political confederation

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Lessons learnt overview

For Open Access to work, need• General stakeholder awareness of Open Access• National networks of OA developers• Functioning national networks of repositories• Engagement of stakeholders• Permissive legal environment• Technical capabilities & systems• Organisation of use and development

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Stakeholders

• Academic authors• Academic researchers• Librarians and information professionals• Senior institutional administrators• Funding agencies• . . . medical practitioners, patients, publishers,

learned societies, general public

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General stakeholder awareness

• Create material for all stakeholders showing:• Idea and advantages of Open Access to research• Different forms of Open Access - repositories,

publishing• Different uses of Open Access publishing and

repositories systems• Support material for FAQs and initial objections

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National networks of OA developers

• Identify enthusiasts and champions• Support with information and guidance• Advise on gaining support for IR establishment• Help build community of IR managers• Support with best practice in technical, metadata,

administrative standards and policy guidance• Support with advocacy materials and strategies

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National networks of repositories

• Promotion of Open Access and repositories• Information on repository establishment• Information on forming national networks• Bringing together key contacts• Focus for repository development in a country• Advice for advocates, developers, agents of change

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Engagement of Stakeholders

• Identify key decision makers for adoption• Identify enthusiasts and champions• Support with information and guidance targeted at

different stakeholders for local agents to use with local stakeholders

• Support with best practice in work-flow and cultural change

• Work through accepted research processes

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Legal Environment

• Permission to archive– work with publishers and advisory services

• Direction to archive– work with funders, institutions and governments

• Stakeholders - particularly authors - need clarity, reassurance and service-level assistance

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Technical capabilities

• Not a technical problem - within current capabilities• Data Providers

– Information on available Open Source and commercial repository solutions

– Information on best-practice standards for technical implementation of systems

• Service Providers– Work with existing third-party providers to promote and

use OA materials

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Organisation

• Providing focus for national development through establishing contact networks

• Supporting development of national organisations through advice and case-studies

• Facilitate European-LAC contact and integration

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Lessons learnt - procedures

• Resources - we cannot do it all• Sustainability - we should not do it all• Implementation - support and inform local

champions to act as agents of change for stakeholders and users

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What we want to get from stakeholders

• Government - recognise advantages of OA• Funders - exploitation of OA; funding mandates;

finance for OA publishing• Institutions - support for IR systems; support for cultural

adoption; sufficient staffing• Academics - engagement and adoption with OA

practices; reflection on publishing practices• Researchers - use of OA materials and services• Librarians - to take on the role of OA facilitators

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WP3 Objectives

• Create active and informed community in LAC countries capable of developing an OA repository network.

• Create an active and supportive website as a focus on development and communication mechanism.

• Create subject-specific localisable advocacy materials to promote the development of OA repositories and the concept of open access.

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WP3 Tasks

• Task 3.1 support website, including wiki, to provide advice, information and materials to stakeholders

• Task 3.2 informed and active community building of relevant stakeholders

• Task 3.3 support of repository establishment, by identifying key contacts and helping them to develop their own repository programmes

• Task 3.4 policy development for the support of OA

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WP3 Deliverables

• 3.1 Website and wiki– Month of delivery: 2 - initial website and continuous thereafter

• 3.2 Advocacy programme for agents in LAC– Month of delivery: 6

• 3.3 Advocacy materials for local customisation– Month of delivery: 12 - initial outputs and continuous thereafter

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Workpackage flow

• WP2 Identify landscape, stakeholders, strategies• WP3 build advocacy infrastructure• WP4 create and run training materials through

infrastructure• WP5 exploit infrastructure identifying individuals

and collaborations• WP6 creating content for use• WP7 working with other health-related structures

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WP3 Partner interaction -

• for identifications of people and structures (WP2)• creation, translation of materials; delivery of support

and advocacy (WP3)• to provide route and contacts for training (WP4)• to develop and deepen the infrastructure (WP5)• to help all build route for content to users (WP6)• to help all integrate with other information agencies

(WP7)

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and now . . .

• Define NECOBELAC context• Define LAC context• Iterative process of application, test, evaluation

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Project website

www.necobelac.eu

info@necobelac.eu

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Bill HubbardSHERPA Manager

bill.hubbard@nottingham.ac.uk

NECOBELAC Kick off meeting – 23 February 2009

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