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The UC Open Access Policy: Tools to support faculty participation University of California

The UC Open Access Policy: Tools to support faculty participation University of California

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Page 1: The UC Open Access Policy: Tools to support faculty participation University of California

The UC Open Access Policy: Tools to support faculty participation

University of California

Page 2: The UC Open Access Policy: Tools to support faculty participation University of California

The UC Academic Senate adopted the UC Open Access

Policy on July 24, 2013.

The UC Open Access Policy

More information at uc-oa.info

Page 3: The UC Open Access Policy: Tools to support faculty participation University of California

1.Faculty retain copyright to their work and issue to university a non-exclusive license

to exercise rights under copyright, including distribution and display.

How the policy works

More information at uc-oa.info

Page 4: The UC Open Access Policy: Tools to support faculty participation University of California

2.Faculty deposit articles into an open

access repository or publish them in an open access journal and provide a link.

How the policy works

More information at uc-oa.info

Page 5: The UC Open Access Policy: Tools to support faculty participation University of California

3.Faculty may opt out of the policy for any

article for any reason.

How the policy works

More information at uc-oa.info

Page 6: The UC Open Access Policy: Tools to support faculty participation University of California

Scope of the UC Policy

More information at uc-oa.info

Covered:

• Academic Senate faculty

• “Scholarly articles,” including materials published in journals, conference proceedings, etc.

• Articles with a publication agreement signed after July 24, 2013.

Not covered:

• Students• Adjuncts• Visiting professors• Post-docs and researchers

• Books• Popular, non-scholarly articles• Fiction and poetry• Lecture notes• Articles published before the

policy was passed.

Page 7: The UC Open Access Policy: Tools to support faculty participation University of California

The corpus of most UC faculty works will be made freely available and searchable,

in full text.

Advantages of the OA Policy

More information at uc-oa.info

Page 8: The UC Open Access Policy: Tools to support faculty participation University of California

Open Access articles are read more often and are more highly

cited than articles in subscription-based journals.

Advantages of the OA Policy

More information at uc-oa.info

Page 9: The UC Open Access Policy: Tools to support faculty participation University of California

Institutions with fewer resources, institutions in other countries, and researchers and

patients worldwide benefit.

Advantages of the OA Policy

More information at uc-oa.info

Page 10: The UC Open Access Policy: Tools to support faculty participation University of California

Timeline

More information at uc-oa.info

November 2013 Faculty deposit implemented for UCSF, UCLA, UCI; OSC site released

October 2014 6-month review of OA Policy implementation by UCOLASC (University Committee on Library and Scholarly Communication)

Harvesting tool launched for UCSF, UCLA, UCI

November 2014 Faculty deposit implemented for remaining 7 campuses, contingent on Senate reviews

May 2015 Review of harvesting tool by Academic SenateSeptember 2015 Harvesting tool implemented for remaining

UC campuses, contingent on Senate reviews, funding

Page 11: The UC Open Access Policy: Tools to support faculty participation University of California

How to Deposit

More information at uc-oa.info

• Manual deposit is available for faculty on all UC campuses.

• Faculty at UC Irvine, UCLA, and UCSF can deposit via a publication harvesting system.

• The automated publication harvesting system will be available for faculty on all remaining campuses by September 2015.

Page 12: The UC Open Access Policy: Tools to support faculty participation University of California

The automated publication harvesting system, launching in October 2014 for faculty at UC Irvine, UCLA, and UCSF, is built to make deposit easier than ever.

Faculty will be contacted via email to:• Verify their articles within UC’s new publication management system• Upload a copy or provide an open access link to their publications.

Automated Harvesting

More information at uc-oa.info

Page 13: The UC Open Access Policy: Tools to support faculty participation University of California

Automated Harvesting

More information at uc-oa.info

1. Click the link in the notification email and log in using your existing UC campus credentials.

Screen capture courtesy of Symplectic. Used with permission. All rights reserved.

Page 14: The UC Open Access Policy: Tools to support faculty participation University of California

Automated Harvesting

More information at uc-oa.info

2. You’ll be presented with a list of your recent publications. Use the checkmark icon to claim those you’ve authored, or the X icon to reject any that aren’t yours.

Screen capture courtesy of Symplectic. Used with permission. All rights reserved.

Page 15: The UC Open Access Policy: Tools to support faculty participation University of California

Automated Harvesting

More information at uc-oa.info

3. If you claim an item that’s covered by the UC Open Access Policy, you’ll be prompted to upload a file or provide a link (if the article is already openly available).

Screen capture courtesy of Symplectic. Used with permission. All rights reserved.

Page 16: The UC Open Access Policy: Tools to support faculty participation University of California

Automated Harvesting

More information at uc-oa.info

4. Once your deposit is complete, you’ll be returned to your list of recent publications, in case you need to verify others.

You will receive additional email notifications when we discover new publications authored by you.

Screen capture courtesy of Symplectic. Used with permission. All rights reserved.

Page 17: The UC Open Access Policy: Tools to support faculty participation University of California

Manual Deposit

More information at uc-oa.info

From uc-oa.info:

1. Select Deposit Your Work from the UC Open Access Policy menu.2. Select your campus.

Page 18: The UC Open Access Policy: Tools to support faculty participation University of California

More information at uc-oa.info

3. Log in to your eScholarship account.

Page 19: The UC Open Access Policy: Tools to support faculty participation University of California

More information at uc-oa.info

4. Enter a few details about your work. (Tip: Entering a DOI or PubMed ID will automatically complete the form for you!)

5. Provide a file. You can upload your manuscript or, if your manuscript is already openly available, provide a link.

6. Specify how others may reuse your work, acknowledge the deposit agreement, then click Submit.

Page 20: The UC Open Access Policy: Tools to support faculty participation University of California

200 publishers have been informed about the policy.

Publishers

More information at uc-oa.info

Page 21: The UC Open Access Policy: Tools to support faculty participation University of California

A very small number of publishers have been contacting UC authors to ask them to waive the policy or provide a proof of

embargo letter.

Publishers

More information at uc-oa.info

Page 22: The UC Open Access Policy: Tools to support faculty participation University of California

uc-oa.info will be updated with publisher information as it is

gathered and verified.

Publishers

More information at uc-oa.info

Page 23: The UC Open Access Policy: Tools to support faculty participation University of California

Responding to Publishers

More information at uc-oa.info

1. Go to uc-oa.info or osc.universityofcalifornia.edu

2. Navigate to the “Get a Waiver/Embargo” page

3. Fill out basic information and generate a letter to give to publishers

Page 24: The UC Open Access Policy: Tools to support faculty participation University of California

For further reading…

More information at uc-oa.info

Visit the Office of Scholarly Communication website for:

• The full text of the policy• Answers to dozens of Frequently Asked Questions

• Campus contacts/resources

• And more!

uc-oa.info

Page 25: The UC Open Access Policy: Tools to support faculty participation University of California

Get the Word Out!

More information at uc-oa.info

• Link to information about the policy from your website with transferable ads

Page 26: The UC Open Access Policy: Tools to support faculty participation University of California

Ideas? Questions? Feedback?

More information at uc-oa.info

• Berkeley Jean McKenzie, [email protected] Phillips, [email protected]

• DavisOpen Access support team, [email protected]

• IrvineMitchell Brown,[email protected]  

• UCLAAngela Riggio, [email protected]

• MercedSusan Mikkelsen, [email protected]

• RiversideRhonda L. Neugebauer, [email protected]

• San DiegoNancy Stimson, [email protected]

• UCSFAnneliese Taylor, [email protected]

• Santa BarbaraSherri Barnes, [email protected]

• Santa CruzScholarly Communications and eResearch Team, [email protected]

[email protected]

Page 27: The UC Open Access Policy: Tools to support faculty participation University of California

Liaison Librarian Services

More information at uc-oa.info

• Consultations:– Access to library resources (e-journals, etc.)– Literature searching service -- or advice on how to search– Citation management (EndNote, RefWorks, etc.)– Compliance with funder mandates (NIH Public Access

Policy, NSF data management plans, etc.)– Assistance with data management planning

• New faculty/staff orientations– Attendance at group sessions or one-on-one orientations