OA Advocacy: Joining the dots

March 2015

Views from a publisher

Vicky Gardner, Open Access Publisher

@TandFOpen

Overview

• T&F portfolios and licensing

• Communications and lessons learned

• Researcher understanding of OA in the UK –T&F survey findings

• Future steps and collaboration

T&F portfolios and licensing

Feb 2015 screen 4Taylor & Francis

No subscription content = Gold OA (+ can archive VoR immediately)APCs from $0 to $1,750

Offer Gold and subscription / Green OA

Standard APC $2,950 / £1,788 (NB discounts, waivers and NESLI APC Allowance in the UK)

OA and our portfoliosNo subscription content = Gold OA (+ can archive VoR immediately)APCs being introduced

Also fledgling T&F OA Books initiative

Feb 2015 screen 5Taylor & Francis

Licensing• We offer 3 CC licences for Gold OA publication:

CC BY (Attribution): others may distribute, remix, tweak, and build upon your work, even commercially, as long as they credit you for the original creation (they should include a

URL to your work).

CC BY-NC-ND (Attribution-NonCommercial-NoDerivs) others may download your works and share with others as long as author is credited but the work cannot be amended or used commercially

CC BY-NC (Attribution-NonCommercial) others may remix, tweak, and build upon your work non-commercially…their new works must also acknowledge you and be non-commercial.

T&F OA books

Communication and lessons

learned

Jan 2015 screen 7Taylor & Francis

Approach Before

• Societies and editors– Lengthy briefing

documents

• Authors– Focus on maximising

compliance

– 2nd communication from us post acceptance was wrtGold OA option

– Presented a comprehensive overview of landscape and left choice up to researcher

http://bit.ly/1O2KGvo

Jan 2015 screen 8Taylor & Francis

Approach After

• Societies and Editors– Present a precis

– OA seminars for those with more interest in the area

– Internal briefings –information then fed and discussed at meetings

• Authors– Focus on benefits of OA rather

than making OA a compliance issue (carrot vs stick)

– Provision of concise(ish!) information

– Resources on our website

– Choice still with researcher

Feb 2015 screen 9Taylor & Francis

Author guidance

Enhanced author rights and clearer guidance on our website: http://journalauthors.tandf.co.uk/copyright/index.asp

Feb 2015 screen 10Taylor & Francis

Lessons learned and challenges• Communication really is key

– Need to continually refine messages and continually broadcast without spamming people

– Outline all of the options as succinctly and clearly as possible

• Carrot versus stick approach works best– “make OA work for you”

• Dichotomy? One size fits all approach needed despite global complexities whilst keeping message simple and keeping journal / subject differentials in mind and….

• Internal communications extremely important• Change is the one constant, so flexibility is key in

increasingly complex environment– APC pricing and payment mechanisms– Compliance with mandates (multiple mandates

per article?)– Reporting

http://www.flickr.com/photos/43373513@N03/8114907466

Researcher understanding of OA

in the UK – T&F survey findings

Feb 2015 screen 12Taylor & Francis

2014 Open Access Survey• E-mail inviting participation sent to 87k

authors

• 8,000 responses or a 9% response rate– some 800 from UK

• 95% assurance that any result from survey lies within 1% of the view of the T&F author community

• NB Author community first surveyed in 2013

• 2014 survey also asked about OA mandates, including RCUK

• Dataset available on Figshare under CC BY licence, report on our website (CC BY)

www.tandfonline.com/page/openaccess/opensurvey/2014

How well do you understand this policy?

9% 21% 29% 18% 23%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

5 – I fully understand the policy 4 3 2 1 – I do not understand the policy

Research Councils UK (RCUK) Open Access policy

Are you aware of this policy?

Yes61%

No39%

13% 30% 36% 17% 3%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

5 – I fully understand the policy 4 3 2 1 – I do not understand the policy

Research Councils UK (RCUK) Open Access policy

When publishing under this policy, my work will

...be read by more people

…be more highly cited

…reach people outside my field

…have a greater impact

Research Councils UK (RCUK) Open Access policy

When publishing under this policy, my work will

19%

13%

11%

12%

32%

22%

23%

20%

35%

48%

42%

47%

9%

9%

14%

14%

5%

8%

9%

7%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

5 – strongly agree 4 3 2 1 – strongly disagree

Note large proportion of responses that neither agree nor disagree –due to unfamiliarity with policy, ambivalence, resentment, or survey fatigue?!

Feb 2015 screen 16Taylor & Francis

Future steps• Further development of our website

– Funder policies by country, guidance for authors in different languages

• SHERPA FACT – a ‘one stop shop’, used globally but needs development

• PASTEUR4OA – perhaps the first step in standardisation of global OA policies

• A clear definition of OA? It means many different things to many different people

• Use of global standards – ORCID, FundRef, Ringgold etc– Facilitating compliance reporting

• Collaboration across stakeholders– Reduces duplicate efforts– More of these kinds of meetings!

Thank you!

Victoria.gardner@tandf.co.uk