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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

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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Page 1: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

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

Page 2: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

OPEN ACCESS

IN THE NEWS…

Page 3: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)
Page 4: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

IN 6 MONTHS…

Page 5: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

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

Page 6: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

A FEW BASICS FIRST

TRADITIONAL DISSEMINATION OF RESEARCH FINDINGS…

Page 7: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

(HYPER-SIMPLIFIED)

Paper Submission Peer Review

Feedback

Accepted Manuscript

Version of Record

$$$

PUBLISHER

Page 8: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

SO WHAT IS THIS OPEN ACCESS DEAL?

Page 9: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

BUDAPEST 2002

OPEN SOCIETY INSTITUTE (OSI) MEETING

Page 10: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

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.”

Page 11: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

… IN OTHER WORDS

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

Page 12: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

HOW? (…PART 1…)

Page 13: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

TYPES OF OPEN ACCESS

Green Gold

Libre Gratis

Dissemination Vehicles

User’s Rights

Page 14: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

GREEN OPEN ACCESS

Paper Submission Peer Review

Feedback

Accepted Manuscript

Version of Record

$$$

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

PUBLISHER

Page 15: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

GOLD OPEN ACCESS

Paper Submission Peer Review

Feedback

Accepted Manuscript

Version of Record

$$$Author Pays $$$

FREE

PUBLISHER

Page 16: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

TYPES OF OPEN ACCESS

Green Gold

Libre Gratis

Dissemination Vehicles

User’s Rights

Page 17: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

LIBRE VS. GRATIS OPEN ACCESS

•Free of Charge

•Restrictions on use

Gratis

•Free of Charge

•Free of most restrictions

Libre

Page 18: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

WORLD BANK GOES… OPEN ACCESS!

Page 19: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

HOW? (…PART 2…)

Page 20: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

WORLD BANK OA POLICY IS…

Green Gold

Libre Gratis

Dissemination Vehicles

User’s Rights

Page 21: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

World Bank Open Access Policy

Creative Commons

Copyright License

Open Knowledge Repository

Page 22: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

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

Page 23: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

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)

Page 24: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

World Bank Open Access Policy

Creative Commons

Copyright License

Open Knowledge Repository

Page 25: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

LIBRE OA…

(THANK YOU CREATIVE COMMONS!)

Page 26: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

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

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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

Page 28: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

ANATOMY OF CREATIVE COMMONS LICENSES

Machine Readable

Human Readable

Legal Code

Page 29: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

WHY AN OPEN ACCESS POLICY?

Page 30: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

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

Page 31: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

WHAT IS NEW?

Page 32: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

1. Ease of access

2. Ease of use and reuse

3. New content

4. New features in the OKR

Page 33: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

WHO BENEFITS?

Page 34: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

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

Page 35: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

OPEN ACCESS IN ECA…

Page 36: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

OPEN ACCESS REPOSITORIES IN ECA

Source: http://www.openaccessmap.org

Page 37: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

OPEN ACCESS JOURNALS IN ECA

Source: http://www.openaccessmap.org

Page 38: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

OPEN ACCESS POLICIES IN ECA

Source: http://www.openaccessmap.org

Page 39: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

World Bank Open Access Policy

Creative Commons

Copyright License

Open Knowledge Repository

Page 40: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

HTTP://OPENKNOWLEDGE.WORLDBANK.ORG

Page 41: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

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).

Page 43: The Nuts and Bolts of the Bank’s New Open Access Policy and Open Knowledge Repository (OKR)

THANK YOU&

QUESTIONS

Contact Information:

Jose de Buerba

Sr. Publishing Officer

[email protected]