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1
Udine Experience in Open Access
Liliana Bernardis and Carla Piazza
Study Visit Programme - Udine, 25-27 September 2017
Plan of the Talk
1. Setting the Context: Italy and Udine2. Objectives and Strategy at UniUD3. Open Access Policy4. Institutional Repository5. Promotion, Support and Valorization6. Regional and National initiatives
Study Visit Programme - Udine, 25-27 September 2017
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The Italian ContextØ 2004. Messina Declaration supporting Berlino Declaration
Ø 2006. CRUI Open Access Working Group
Ø 2012. EU Recommendations
Ø 2013. Italian Law n.112/2013 art. 4
Ø 2013. Open Access in National projects
Ø 2014. Horizon 2020 projects
Ø 2014. Messina Declaration 2.0: Italian road to Open Access
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Law 112/2013 (urgent provisions for the protection, restoration, and valorizationof Italian cultural heritage) under article 4, states• OA is mandatory for research publications derived from researches financed by at least 50% with public funds;;
• if the publication venue publishes at least 2 issues/year. • It may be provided either on the publisher's site or on an institutional or disciplinary repository, by depositing the publication's accepted version within 18 months (STM area) or within 24 months (SSH area) from publication.
• It must be provided at no additional cost. Study Visit Programme - Udine, 25-27
September 20174
The Italian Law
The law is in some sense ambiguous…… it is implemented on a case-by-case basis in project calls
Each research unit has to ensure the open access to allpeer-reviewed scientific publications on the resultsobtained within the project, as provided for by the law legge 7 ottobre 2013, n. 112.
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FIRB, SIR, PRIN, etc.
Ø 2004. Signed Messina DeclarationØ 2012. Institution of PhD Thesis repository in OAØ 2013. Designation of Rector’s delegate for Open Access. Designation of the Office in charge for Open Access.
Ø 2014. UniUD member of CRUI working group on OAØ 2014. Institution of UniUD working group in charge of defining an Open Access Policy and planning itsimplementation
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UniUD Context 2004-2014
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UniUD Context 2015-TodayØ 2015. UniUD Policy for Open Access passed by AcademicSenate and issued by Rectoral decree
Ø 2015. Institution of Institutional repository in OAØ 2015. Organization of Support Service for authorsØ 2015. Activation of Training courses on OA for PhD studentsØ 2016. Launch of Regional repository in OA together withUniTS and SISSA
Ø 2016. Promotion of OA projects with FORUM University PressØ 2017. See last slides of this presentation…
• Make Publications Public (available to all people)
• Increase the visibility of our research
• Be more actractive for students and researchers
• Enlarge scientific partnerships
• Actract fundingStudy Visit Programme - Udine, 25-27
September 20178
Our Objectives
• Define/Organize all the necessary instruments for the implementation of OA (policy, guidelines, licences, repository, contact persons, …)
• Promote/Attract Interest of academic community on meaning, importance, advantages of OA
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Our Political StrategyOur Strategy
ØElaborated by a working group including rectordelegate, 3 members of research office, 1 member of legal office,1 member of IT office, 1 member of library
ØStarting from CRUI guidelines
ØTried to keep it simple, general, flexible
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UniUD Policy
• Available at https://www.uniud.it/it/ricerca/open-access/normativa-di-riferimento
• It includes:– Definition of terminology (contribution, author, repository, open, closed, metadata)
– Recall legal conditions at the moment of approval of the policy– Identification of a Political Committee– Identification of a Technical Committee– Creation of the Institutional Repository
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UniUD Policy
• The Political Committee is the Research Committee (a delegate from each department, the pro-rector for research, the chief of the research office) plus the rector’s delegate for OA, a delegate of PhD students.It has to elaborate proposals for promotion, valorization, funding of OA. The proposals have to approved by Academic Senate.
• The Technical Committee is composed by persons with expertises on support to research activities, library science, information technologies, laws. It has to monitor the repository, support the authors, organize the promotion and valorization activities approved by the political parties.
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Committees
• The author deposits the validators check/complete
• The deposit is voluntary
• The deposit should be immediate
• The Institutional Repository is the only source of publications for internal and external evaluations
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Deposit main Features
Institutional Repository
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In April 2015, the University of Udine adopted the IRISsystem to manage the repository of the research products
https://air.uniud.it
What is IRIS?IRIS is a solution developed by Cineca Consortiumto fulfill the needs of academic and research institutions. The IRIS IT platform makes it easy to collect and manage data on research activities and outputs within an organization. Researchers, administrators and evaluators are given all the tools needed to monitor research results, enhance visibility and allocate available resources.
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The Italian Installations
66 universities and research institutes are using IRIS (module IR/OA)
63 universities provide public access (for metadata and/or full-text) to its catalog
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UniUD Repository in Numbers
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Community SumArticle 29.497Book chapter 11.354Monographs 2.010Conference paper 11.941Other 1.126Patent 178Book editor 1.267
Total 57.373
Choosing the full-text access licence in IRIS UNIUD
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• The author authorizes the University of Udine to retain and transmit to third parties the work deposited on the Institutional Repository. Such rights are granted on a royalty-free and non-exclusive basis
• The University has the right to modify the digital format of the work for technological needs
• Different conditions for closed and open deposit are considered
• The author can terminate the contract at any time
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Licence Authors-UniUD
Support for the Researchers• On our side:– Our offices support the authors in negotiating the contracts with the editors
– The validation step mainly guarantee the correctness of the metadata
• On IRIS side:– Sherpa-Romeo automatically checks the editor policy, when possible– A front page for the pdf-file is automatically generated– Automatic import from Data bases and standard files
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… Liliana Bernardis will tell us more about our repository on Tuesday afternoon Lab
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More on the Repository…
• Since 2015 OA/Copyrights training courses have beenintroduced in the institutional courses for PhD Students.Next course will start on October 4th
• Talks and Labs on OA and IRIS have been offered to the Departments
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Promotion of Open Access
• OA journals managed by our researches are advertised on our web-site
• Among these “Le Simplegadi” A class journal for the Italian evaluation system since 2015
• FORUM University Press is quickly increasing its OA collections
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Gold Road at UniUD
• We are elaborating strategies for promoting the partecipation of our researchers in OA both asauthors and as editors
• We are adding OA requirements on PhD and PostDoc grants
• We are adding OA requirements on internal fundingcalls
• We are working on OA to dataStudy Visit Programme - Udine, 25-27
September 201730
Current Initiatives
• OA has been funded in our last 3-year strategic plan
• The project aims at sharing good OA practices among the 3 main regional institutions: UniTS, SISSA, and UniUD
• The Regional Repository is one of the output of the project
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Current Initiatives
Regional Repositoryhttp://ricerca-fvg.cineca.it
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Jordan Piščanc from UniTS will tell us more about this on Tuesday morning
• Since 2014 we are in the CRUI working group on OA.Roberto Delle Donne will talk about the group on Tuesday morning
• Since 2015 we are member of AISA the ItalianAssociation for Open Science http://aisa.sp.unipi.it/about-aisa/
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National Groups on OA
In my opinion…• OA is not evaluation. Unfortunately in Italy authors identify OA repository with national evaluations (VQR, ASN)
• OA cannot be imposed. In some research areas the dialogue with editors is still a major issue
• OA should be strongly supported through full-time administrative staff
• A national OA repository should populate the local onesStudy Visit Programme - Udine, 25-27
September 201734