The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

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ECA Retreat, (June 14, 2012) Presenter: Jose de Buerba, Sr. Publishing Officer, Marketing Manager Links: http://wrld.bg/wvwOK http://openknowledge.worldbank.org

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THE NUTS AND BOLTS OF THE BANK’S NEW OPEN ACCESS POLICY AND OPEN KNOWLEDGE REPOSITORY (OKR)

Jose de Buerba

Sr. Publishing Officer

World Bank External Affairs

Office of the Publisher

ECA Retreat – June 14, 2012

OPEN ACCESS

IN THE NEWS…

IN 6 MONTHS…

OPEN ACCESS – SELECTED RECENT EVENTS January 2011 – Academics boycott to Elsevier (largest

academic publisher) (http://thecostofknowledge.com – 12,000+ and counting)

February 2012 - Federal Research Public Access Act of 2012 (FRPAA) is introduced

March 2012 - UK's Research Councils proposes revised policy on OA

April 2012 – Wellcome Trust tightens OA Policy and announces e-Life

April 2012 – World Bank announces OA Policy, adopts Creative Commons Licenses and launches OKR

May 2012 – 26,000+ signatures “Petition the White House to Open Access to taxpayer-funded research”

May 2012 – EU announces OA will be required for 2014-2020 EU program for research and innovation Horizon 2020 (€80 billion).

June 2012 – UK’s universities and science Minister to announce strategy for open access for UK taxpayer-funded research

July 1 2012 – World Bank OA Policy goes into effect

A FEW BASICS FIRST

TRADITIONAL DISSEMINATION OF RESEARCH FINDINGS…

(HYPER-SIMPLIFIED)

Paper Submission Peer Review

Feedback

Accepted Manuscript

Version of Record

$$$

PUBLISHER

SO WHAT IS THIS OPEN ACCESS DEAL?

BUDAPEST 2002

OPEN SOCIETY INSTITUTE (OSI) MEETING

OPEN ACCESS DEFINITION

“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.”

… IN OTHER WORDS

Open Access is: OnlineFree to accessFree of most restrictions on re-use

HOW? (…PART 1…)

TYPES OF OPEN ACCESS

Green Gold

Libre Gratis

Dissemination Vehicles

User’s Rights

GREEN OPEN ACCESS

Paper Submission Peer Review

Feedback

Accepted Manuscript

Version of Record

$$$

FREE DISSEMINATION (post-embargo)via Institutional Repositories / Mandates

PUBLISHER

GOLD OPEN ACCESS

Paper Submission Peer Review

Feedback

Accepted Manuscript

Version of Record

$$$Author Pays $$$

FREE

PUBLISHER

TYPES OF OPEN ACCESS

Green Gold

Libre Gratis

Dissemination Vehicles

User’s Rights

LIBRE VS. GRATIS OPEN ACCESS

•Free of Charge

•Restrictions on use

Gratis

•Free of Charge

•Free of most restrictions

Libre

WORLD BANK GOES… OPEN ACCESS!

HOW? (…PART 2…)

WORLD BANK OA POLICY IS…

Green Gold

Libre Gratis

Dissemination Vehicles

User’s Rights

World Bank Open Access Policy

Creative Commons

Copyright License

Open Knowledge Repository

OPEN ACCESS POLICY - SCOPE

Applies to manuscripts and all accompanying primary data sets: (a) that result from research, analysis, economic and

sector work, or development practice; (b) that have undergone peer review or have been

otherwise vetted and approved for release to the public; and

(c) for which approval for release is given on or after July 1, 2012.

Policy also applies to external research funded by the Bank

OPEN ACCESS POLICY - REQUIREMENTS

1. For work published by the World Bank Deposit on OKR final manuscripts & metadata Creative Commons Attribution (CC BY)

2. For work by Bank staff published externally Deposit on OKR final manuscripts & metadata Internal availability immediate External availability after Publisher's embargo CC Attribution – Non-Commercial – No-Derivatives

(CC BY NC ND)

World Bank Open Access Policy

Creative Commons

Copyright License

Open Knowledge Repository

LIBRE OA…

(THANK YOU CREATIVE COMMONS!)

2. Change Copyright Practice

For publications owned and published by the Bank –

unrestricted use with attribution

For publications owned by theBank but published externally –

use with attribution for non-commercial purposes, no derivatives

CHANGE IN COPYRIGHT REGIMEFROM © ALL RIGHTS RESERVED TO © SOME RIGHTS

RESERVED

THE ADVANTAGES OF

The Bank positioned at forefront of Open Access

Increased Dissemination and ImpactUse, re-use, distribute and build-on the Bank’s

workEncourage innovation

Agile copyright management regime

Creative Commons Brand

ANATOMY OF CREATIVE COMMONS LICENSES

Machine Readable

Human Readable

Legal Code

WHY AN OPEN ACCESS POLICY?

1. Aligned with Bank’s Open Development Agenda

2. Provide greater access to research and knowledge outputs

3. Encourage innovation allowing use and re-use of Bank content

4. Join a growing Open Access community (e.g., governments, universities, and other institutions)

5. The Bank is the first IGO to implement an Open Access policy and adopt CC licenses

WHAT IS NEW?

1. Ease of access

2. Ease of use and reuse

3. New content

4. New features in the OKR

WHO BENEFITS?

Externally:Researchers and students working on

development solutionsResearch center or policy think tank in Part 2

countriesPolicy makers in client countries

Internally:Authors of books, papers, book chapters…Communication staff in country officesOperations staff through greater ESW

dissemination

OPEN ACCESS IN ECA…

OPEN ACCESS REPOSITORIES IN ECA

Source: http://www.openaccessmap.org

OPEN ACCESS JOURNALS IN ECA

Source: http://www.openaccessmap.org

OPEN ACCESS POLICIES IN ECA

Source: http://www.openaccessmap.org

World Bank Open Access Policy

Creative Commons

Copyright License

Open Knowledge Repository

HTTP://OPENKNOWLEDGE.WORLDBANK.ORG

WHAT IS THE OKR?

Official open access repository for Bank research outputs and knowledge products

Collects, disseminates, and permanently preserves Bank’s intellectual output

Interoperable with other repositories; supports optimal discoverability and re-usability of content Dublin Core Metadata Initiative (DCMI) standards Open Archives Initiative Protocol for Metadata

Harvesting (OAI-PMH).

THANK YOU&

QUESTIONS

Contact Information:

Jose de Buerba

Sr. Publishing Officer

jdebuerba@worldbank.org

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