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Facilitate Open Science Training for European Research David Ball, SPARC Europe and David Ball Consulting

FOSTER report, June 2015

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Page 1: FOSTER report, June 2015

Facilitate Open Science Training for European Research

David Ball, SPARC Europe and David Ball Consulting

Page 2: FOSTER report, June 2015

Open Science in 2020 – Overview (i)

PUBLICATIONS

• All projects receiving Horizon 2020 funding are obliged to make sure that any peer-reviewed journal article they publish is openly accessible, free of charge, via a repository

• The researcher chooses where to publish, and whether to use a ‘gold’ (APC) or ‘green’ (self-archiving) publication route

• No current price cap on fees for APCs – write them into your proposals under the dissemination budget, and acknowledge funding in publications

A detailed description of the OA mandate and Open Research Data Pilot is provided on the

Participants’ Portal

Page 3: FOSTER report, June 2015

Open Science in 2020 – Overview (ii)DATA MANAGEMENT

• H2020 features an Open Research Data pilot, and it seems likely that it will become an across-the-board requirement in FP9…

• It applies to data (and metadata) needed to validate scientific results, which should be deposited in a dedicated data repository

• The Horizon 2020 Open Research Data pilot covers “Innovation actions” and “Research and Innovation actions”, and involves three iterations of Data Management Plan (DMP)• 6 months after start of project, mid-project review, end-of-project

(final review)

• DMP contents• Data types; Standards used; Sharing/making available; Curation

and preservation

• There are certain opt-out conditions

A detailed description of the OA mandate and Open Research Data Pilot is provided on the

Participants’ Portal

Page 4: FOSTER report, June 2015

FOSTER: The Project

• Project Name:  FACILITATE OPEN SCIENCE TRAINING FOR EUROPEAN RESEARCH

• Project Acronym: FOSTER• Project number: 612425• Start Date: 01/02/2014• Duration: 24 months• Funding from the EC:  1.499.860,00€• Website: www.fosteropenscience.eu

Page 5: FOSTER report, June 2015

The Partners- Universidade do Minho – Portugal (coordinator)- Georg August Universitaet Goettingen Stiftung Oeffentlichen

Rechts – Germany- Danmarks Tekniske Universitet – Denmark- Stichting eIFL.net – Netherlands- SPARC-Europe – UK- Stichting LIBER – Netherlands- University of Glasgow – DCC – UK- Technische Universiteit Delft – Netherlands- The Open University – UK- ICM - Uniwersytet Warszawski – Poland- Consortium Universitaire de Publications Numériques Couperin

– France- Consejo Superior de Investigaciones Científicas – Spain- University of Edinburgh - DCC – UK

Page 6: FOSTER report, June 2015

FOSTER Objectives 1

• To support different stakeholders, especially younger researchers, in adopting open access in the context of the European Research Area (ERA) and in complying with the open access policies and rules of participation set out for Horizon 2020

• To integrate open access principles and practice in the current research workflow by targeting the young researcher training environment

Page 7: FOSTER report, June 2015

FOSTER Objectives 2

• To strengthen institutional training capacity to foster compliance with the open access policies of the ERA and Horizon 2020 (beyond the FOSTER project)

• To facilitate the adoption, reinforcement and implementation of open access policies from other European funders, in line with the EC’s recommendation, in partnership with PASTEUR4OA project

Page 8: FOSTER report, June 2015

Co-ordination

Page 9: FOSTER report, June 2015

FOSTER: Methodology

• Identifying already existing content that can be reused in the context of the training activities and repackaging, reformatting them to be used within FOSTER, and developing/creating/enhancing content as required

• Developing the FOSTER Portal to support e-learning, blended learning, self-learning, dissemination of training materials/contents and a Helpdesk

• Delivery of face-to-face training, especially training trainers/multipliers who can deliver further training and dissemination activities, within institutions, nations or disciplinary communities

• The EU is also funding other specific technical and professional support services via the e-Infrastructures WP, e.g. EUDAT and OpenAIRE

Page 10: FOSTER report, June 2015

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FOSTER Taxonomy

Page 11: FOSTER report, June 2015

Toolkits 1

• Toolkit for Training Sessions• Training sessions for academic staff (researchers) and students;

• Training sessions for institutions (administrators and librarians);

• Training sessions for research project managers and

• Training sessions for policy-makers and staff working in funding bodies.

Page 12: FOSTER report, June 2015

Toolkits 2

• Step-by-step plan for producing video for online distance learning• to provide an overview of the various stages of video production;

• tips and points to consider and different types of video;

• Discussion of a number of different types of videos/situations with concrete tips;

• examples of educational videos.

Page 13: FOSTER report, June 2015

SPARC E: How to Design Successful Open Access and Open Data Policies 1

• Learning Objectives• To understand:

• the terms commonly used in Open Access and Open Data;• how Open Access and Open Data operate;• the advantages of Open Access and Open Data for the funder’s

remit;• the requirements of Horizon 2020 regarding Open Access and

Open Data;• the factors characterising successful policies and mandates.

• To analyse existing policies and identify factors contributing to or hindering success.

• To create and implement successful policies and mandates appropriate to the funder’s remit.

Page 14: FOSTER report, June 2015

SPARC E: How to Design Successful Open Access and Open Data Policies 2

• Audience• Members and staff of funding agencies. There will be a wide

range of understanding of, and experience in creating and operating, Open Access and Open Data policies and mandates across Member States.

• Content• General introduction to terms and operation of Open Access and

Open Data (different versions will be provided for use with audiences with different levels of experience).

• Exposition of demonstrable advantages of Open Access and Open Data for the funder’s remit.

• Explanation of the requirements of Horizon 2020 regarding Open Access and Open Data.

• Exposition of the PASTEUR4OA analysis of characteristics of successful policies and mandates.

• Examples of successful policies and mandates.

Page 15: FOSTER report, June 2015

SPARC E: How to Design Successful Open Access and Open Data Policies 3

• Format• Given the nature of the audience and content, the

appropriate formats are text documents and PowerPoint slides for use by advocates.

• Materials• The materials will be developed from the PASTEUR4OA

Deliverable 3.1 on Open Access (http://www.pasteur4oa.eu/home) and Briefing Paper on Open Access to Research Data. Use will also be made of materials currently being developed on Horizon2020 OA mandate and Horizon2020 Open Research Data Pilot.

Page 16: FOSTER report, June 2015

Practical Contribution from Repositories

• A survey (end of 2014) of the managers of 24 of the most successful repositories in a range of countries (FOSTER Project - http://www.fosteropenscience.eu/ )

• Common success factors:• 83% have a formalised institutional strategic plan• 58% have a formal preference for Green OA• none has a preference for Gold OA

• 75% of institutions have key stakeholders (e.g. senior management) as champions; for 56% this is a formal arrangement

Page 17: FOSTER report, June 2015

Practical Contribution from Repositories 2

Training:• 40% include OA in induction for staff and students; also formal presentations, briefing sessions, website based instruction

• Most successful• interactive face-to-face presentations• individual one-to-one training

• Least successful• formal presentations• website based instruction

Page 18: FOSTER report, June 2015

Practical Contribution from Repositories 3

• A characteristic comment:• The approach has tended to be more integrated than one off events - we might not have an "open access" day but we would be part of a Faculty away day, where open access would be discussed alongside research strategy and impact… We will participate in other disciplinary events that are researcher led, e.g. publishers coming to speak like RSC or funder training days e.g. AHRC.

• We look to embed into the research environment where possible

Page 19: FOSTER report, June 2015

Questions?

[email protected]