Daisy robert midrand taylor francis indaba

Panel Discussion: Role of Policy in guiding development.

Taylor & Francis 2015 African Editorial Indaba20 March Gallagher Estates

Daisy Selematsela (PhD)Knowledge Management Corporate

NRF OA Statement reflection:

• International Council for Science (ICSU)– Provided input & endorsed ICSU OA Statement– unites representatives of 120 national scientific academies and 31 international scientific unions

• 5 key goals for open access, and • 12 recommendations

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NRF OA Statement reflection:• ICSU five goals

– access to the scientific record should be free of financial barriers for any researcher to contribute to;

– free of financial barriers for any user to access immediately on publication;

– made available without restriction on reuse for any purpose, subject to proper attribution;

– quality‐assured and published in a timelymanner; – and archived and made available in perpetuity.

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Africa Global Research Council activities

• 24 November 2011 (South Africa)• Theme: Principles for global merit (peer) review – Eastern,

Central & Southern African Countries workshop• Objective: “develop a foundation for international scientific

collaboration, elucidating acceptable merit review principles with a subsequent goal of establishing mechanisms that put them in place “ – inspired virtual GRC formation

• Countries: Botswana, Kenya, Malawi, Tanzania, Mozambique, Uganda, Zambia, US (National Science Foundation)

• Co‐hosted:– US NSF

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• 22 ‐ 23 March 2012 (South Africa)• Theme: New approaches to international peer review

• Objective: to contribute towards the NSF‐initiated Global Merit Review process

• Co‐hosted:– Association of Commonwealth Universities (ACU)

• 25 organisations represented

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• 29 November 2012 (Addis Ababa)• 1st Africa GRC Regional meeting• Theme: “Integrating National Science Institutions with

Regional and Global initiatives: Open Access and Research Integrity”.

• Objective: to obtain inputs to best practices and standards on research integrity and open access for publications in the African region; – Outputs to serve as preparation for the annual GRC global meeting of

May 2013 (Berlin)• Co‐hosted:

– TWAS, AU, USA NSF & German Research Foundation

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• Oct/Dec 2013 ‐ GRC global participatory process (5 regional meetings Africa, the Americas, Asia, Europe, Middle East/North Africa)

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• 25 – 26 November 2013 (South Africa)• 2nd Africa GRC Regional meeting• Objectives:

– Consider Review template for implementation of GRC Open Access Action Plan (supplemented by the background document Action plan towards open access to publications endorsed at Berlin Summit).

– Consider Statement of principles for funding the future.

– Participants:• AU, Kenya (NCST), CODESRIA, China (CAS), Japan (JSPS), Lesotho, USA (NSF), South African Young Academy of Science (SAYAS) and SA (NRF)

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• May 2014 – 3rd Global Research Council Summit, Beijing – OA Action Plan and Review Template (country inputs)

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• 23 – 25 November 2014 (South Africa)• 3rd Africa Regional Consultation of the Global Research

Council• Theme:

– “Research Funding for Scientific Breakthrough” and

– “Building Research and Education Capacity”

• Co‐hosted:– South Africa (NRF) and Namibia (Namibian Council on Research, Science

and Technology ‐ NCRST).

• Participants:– 26 Heads of Africa Research Councils / representatives

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4th Global Research Council Annual Meeting

• 26 – 28 May 2015 (Japan)

• Theme:– “Research Funding for Scientific Breakthrough” and

– “Building Research and Education Capacity”

• Co‐host: Japan Society for the Promotion of Science (JSPS) and the National Research Foundation (NRF)

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NRF OA Statement reflection:

• Global Research Council– Funding agencies – important role in initiating & shaping OA transition

– Success of Gold/Green Route depends on the understanding/readiness of the research community

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Principles of a transition???

• How the transition to OA can be initiated?

• How the evolving OA environment can be sustained after the transition phase?

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Transition to OA requires actions from other stakeholders:

NRF Recognised InstitutionsUniversities

Research LibrariesScholarly AssociationsPublishing Houses

What a Funding Agency is expected to do!

• By recommending/requiring OA to publicly funded research results– Ensure investment has optimal impact on science and society

– Requires thorough monitoring of funded publications and related costs

– Ensure research data whether already in existence/yet to be produced is accessible

• research data “ factual records used as primary sources for scientific research…commonly accepted in scientific community necessary to validate research findings. A research data set constitutes a systematic, partial representation of the subject being investigated ”

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Elements of transition to OA

• Funders expected to pickup suggestions (action plans) which it can implement in accordance with its general working principles

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What Funding Agencies can do! • Develop open access

statement/policies

• Address copyright

• explains reasons to have research results made openly available.

• Important guidance for all grantees.

• Funding guidelines modified in a manner that prevents researchers to transfer copyright exclusively to a publisher.

• Provide legal basis for deposit of research articles in an OA repository.

• Within a grant proposal, allow grantees to apply for an earmarked budget to cover publication fees etc.

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What Funding Agencies can do! • Cover publication fees

• Contribute to central publication funds

• Within a grant proposal, allow grantees to apply for an earmarked budget to cover publication fees etc.

• Publication fees not given to researchers directly but to university as contribution to a central OA publication fund.

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What Funding Agencies can do!

• Reimburse publication costs after grant expiry

• Be clear on numbers and statistics

• Decision on whether to apply for reimbursement of OA publications charges after grant period is expired?

• A clear picture on how much budget is spent for OA publication fees.

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What Funding Agencies can do! • Define re‐use rights

• Support open access journals run by academia

• agree on specific criteria that need to be fulfilled for the reimbursement of article fees! – re‐use of OA articles as defined by CC‐BY licenses.

• ONLY then researchers' will be able to exploit full potential of digital publications, including text and data mining.

• Consider options to support OA journals sustained by institutional/organisationalfunding

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What Funding Agencies can do!

• Share costs with fellow agencies

• Much research is carried out in international teams whose work is funded by a variety of agencies.

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Research performers/Univ. Management & Libraries involvement

• Define open access policies• Nominate contact persons for OA• Operate an OA repositories• Enable universities to calculate• Enable Univ. to build publication budgets• Correlate subscription licenses with OA

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Researchers, Scholarly Associations, Students involvement

• Raise awareness and support knowledge and acceptance of OA

• Make authors think about costs and quality

• Define payment schemes for authors unable to pay

• Educate students on scholarly publishing

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Publisher involvement

• Be clear on conditions of self‐archiving‐Sherpa/RoMEO

• Define services –expected and want to buy

• Facilitate dealing with the practicalities of billing for OA

• Enable the transition

• Initiate earmarked funding programmes – i.eexisting journal subscriptions are switched into OA journals

• Revisit the hybrid model

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Government /Industry/Public involvement

• Consider national copyright regulations

• OA polices that support commercial re‐use of research results

• Contribution to dissemination costs

• Conversations with Public regarding benefits of OA to society as a whole!

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What NRF OA Statement is about!• Not intended to place restrictions on type of publications to place on IR

• Will not routinely check compliance with Cis –institution responsible (DA’s)

• Material published in respect of NRF funded research activity be included in IR, non‐inclusion provided in Final Grant Report by Cis.

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What NRF OA Statement is about!

• Not intended to apply to research data gathered for the purpose of commercialisationof research outcomes, or

• To research data that are the property of a private sector entity

• Compatibility of technical & procedural standards – relevant international data & documentation standards (interdisciplinary access to & use of research data).

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Thank you

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Daisy robert midrand taylor francis indaba

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