Canadian policy: Data management requirement takes effect in March

“Canadian institutions are preparing for a research data management policy developed by three major federal granting agencies to go into effect this March. The policy of the Tri-Agency Council, comprising the Canadian Institutes of Health Research (CIHR), the Natural Sciences and Engineering Research Council of Canada (NSERC), and the Social Sciences and Humanities Research Council of Canada (SSHRC), asserts that “research data collected through the use of public funds should be responsibly and securely managed and be, where ethical, legal and commercial obligations allow, available for reuse by others.” Dryad would be pleased to assist any Canadian institution seeking a solution to help support their affiliated researchers with this policy….”

Open access deal ‘weakens publishers’ position’ | Times Higher Education (THE)

“Several leading UK universities will ask their academics to deposit their accepted manuscripts in free-to-read domains as part of a new pledge to support open access publication.

Under a new commitment agreed by members of the N8 Research Partnership, whose institutions include the universities of Leeds, Manchester and Sheffield, researchers will be urged to retain their intellectual property (IP) rights, rather than sign them over to publishers.

By doing so, scholars would be free to post final versions of research articles on institutional repositories, after obtaining a CC BY licence – a move that some publishers will not permit, or only allow after an embargo period, a route to publication known as green open access.

That has led to a stand-off between academics and publishers – with some journals refusing to publish manuscripts where an application for a CC BY licence has been made, whereby the researcher states they own the research….”

Open access in scholarly publishing: Where are we now? | Research Information

“Notably, 2023 marks a decade since two important events. Not only David Bowie’s return to releasing records, but Research Councils UK’s (the predecessor to UKRI) launch of its open access policy. This was a watershed moment for UK research, a clear statement of intent to make open access a full-scale reality. But 10 years on, it is pertinent to ask, where are we now?…

In fact, 2022 certainly witnessed a continuing paradigm shift, particularly UKRI’s open access policy coming into effect for articles and conference proceedings. This represents a step-change to full and immediate open access for publicly funded research, and essentially incorporates Plan S into the UK research landscape. Similar policies have been launched by other funders, including the National Institute for Health & Care Research and Cancer Research UK. 


Moreover, 2022 saw the release of the Research Excellence Framework (REF) 2021 results, marking another milestone for open access. REF 2021’s open access mandate for journal articles and conference proceedings has arguably had the greatest impact in driving open access engagement by researchers. What was once a niche pursuit that was opposed by many researchers is now overwhelmingly regarded as an everyday part of the research lifecycle. There is a growing sense of positive engagement too, with researchers increasingly publishing open access because they want to and not just because they have to….”

NIH’s new data sharing policy is coming, and it’s a ‘big cultural shift’ | News | Chemistry World

“Biochemists and other researchers who apply for funding from the US National Institutes of Health (NIH) will have to include comprehensive data management and sharing plans in grants from 25 January. These will be formal strategies for managing, preserving and sharing scientific data, as well as the accompanying metadata.

The new rule, which is generating some concern within the research community, replaces the NIH’s existing data sharing policy that has been around since 2003, and applies to only those seeking at least $500,000 (£419,200) in direct costs from the agency in any given year. The original regulation required researchers to submit a plan that describes how they will share the underlying data, or if they cannot share it then why not.

By contrast, the latest policy affects all NIH grants, regardless of specific budget. It will apply to competing grant applications, proposals for contracts and other funding agreements submitted to the NIH on or after 25 January.

The agency will now mandate that researchers describe their strategy to share scientific data needed to ‘validate and replicate’ their research findings, whether or not the data is used to support scholarly publications….”

Policy Assistant

“The Office of Science and Technology Policy (OSTP) was established to advise the President and others in the Executive Office of the President on the effects of science and technology on domestic and international affairs. OSTP leads interagency efforts to develop and implement sound science and technology policies and budgets….

As a Policy Assistant, GS, 0301, 9/11 your responsibilities will include:


Supporting CTO Leadership Team in daily tasks, including calendar management and travel coordination
Arranging meetings with stakeholders and preparing meeting materials
Managing frequent and routine correspondence
Assisting CTO team members with tracking priorities, tasks, and requests
Performing technical policy research
Drafting policy memoranda on science and technology policy topics
Other tasks as assigned…”

Community Forum on the 2022 OSTP Public Access Policy Guidance (November 7, 2022) – YouTube

“On Monday, November 7th, the White House Office of Science and Technology Policy (OSTP) held a virtual community forum about the 2022 Public Access Memorandum titled, Ensuring Free, Immediate, and Equitable Access to Federally Funded Research (…. The OSTP briefing was led by Dr. Alondra Nelson, Deputy Assistant to the President and Principal Deputy Director for Science and Society, and Dr. Christopher Steven Marcum, Assistant Director for Open Science and Data Policy. Federal government perspectives were provided by representatives from three federal agencies and included members of the National Science and Technology Council’s Subcommittee on Open Science. Discussion points from the OSTP briefing included Biden-Harris Administration priorities involving public access, principles motivating the 2022 OSTP Memorandum, details on the provisions of the Memorandum, and a review of the timeline for federal agency implementation expectations.”

Freier Zugang umgehend und uneingeschränkt – das ändert ab dem 1. Januar 2023

From Google’s English:  “The SNSF will adjust its Open Access requirements at the beginning of 2023. Scientific articles must now be accessible immediately. This corresponds to the principles of cOAlition S, which the SNSF joined in June 2022….

If scientific results are only publicly accessible after a blocking period, this not only harms science, but also society, which has often paid for this research. “From the point of view of the SNSF, the time for such delays in articles is now over,” says Matthias Egger, President of the National Research Council. “We no longer accept blocking periods.” If the SNSF funds a research project, the resulting articles must be freely available immediately.

As before, this obligation can be fulfilled in three different ways: publication in an open access journal (golden way), in a hybrid journal or as a manuscript version (“Author’s Accepted Manuscript”) in a digital archive (green way). The regulations for books and book chapters remain unchanged.

Use without any restrictions

Other requirements will also be new for 2023. The SNSF stipulates a CC-BY license for all articles. Scientific articles are primarily distributed and read digitally. Both the researchers and the SNSF have an interest in knowledge being spread as widely as possible and used in as many different ways as possible. The so-called Creative Commons licenses (CC licenses) are the standard today for the use of digital content and content distributed via the Internet. This means: The articles can basically be used without restrictions – from further distribution to automated evaluation in order to gain completely new insights. Of course, the researchers must be named as the authors each time they are used, and it must be clear whether the content has been changed.

rights reserved

Many publishers restrict what researchers can do with the articles they have created themselves through exclusive publication contracts. Very often these limitations also prevent the fulfillment of OA obligations. The SNSF is therefore adopting the rights retention strategy developed by cOAlition S: researchers reserve the right to make their manuscript freely available immediately and under a CC-BY license when they submit it. They refer to their obligations towards the SNSF….”

Supporting the OSTP memorandum “Ensuring Free, Immediate, and Equitable Access to Federally Funded Research”

“The undersigned Open Access scholarly publishers express our full support for Dr. Alondra Nelson’s United States Office of Science and Technology Policy (OSTP) memorandum “Ensuring Free, Immediate, and Equitable Access to Federally Funded Research” …

Our main message is simple: publishing in any journal published by this group already meets or exceeds the requirements outlined in the OSTP memo….”

The signatory publishers are Copernicus Publications, eLife, Frontiers, JMIR Publications, MDPI, Open Library of Humanities, PeerJ, PLOS, and Ubiquity Press.

Virginia’s public academic research libraries welcome White House guidance to make taxpayer-funded research freely available without delay | VTx | Virginia Tech

“Virginia’s public academic research libraries at the University of Virginia, Virginia Tech, Virginia Commonwealth University, William & Mary, George Mason University, James Madison University, and Old Dominion University welcome guidance recently released by the White House Office of Science and Technology Policy (OSTP) that will make taxpayer-funded research immediately available at no cost to the public. The Aug. 25, 2022, OSTP memo Ensuring Free, Immediate, and Equitable Access to Federally Funded Research requires all federal agencies to create policies to facilitate public access and eliminate any waiting period for access to articles and data resulting from federally-funded research….”

Nature’s 10: Ten people who helped shape science in 2022: ALONDRA NELSON: Policy principal

“Building on 2013 White House guidance that required scientists funded by about 20 government agencies to make their research findings freely available within one year of formal publication, the new policy eliminates the one-year grace period and applies to all government agencies. Although the OSTP had been working on the policy for years, the announcement took some by surprise. Advocates of open access lauded the action, saying it could inject momentum into a growing global movement. But the reaction was different among science publishers, who are facing the transformation of their industry….”

Ukraine launches National Open Science Action Plan | EIFL

“The Government of Ukraine has approved a National Open Science Action Plan and mandated all Ministries to ensure that it is implemented, and to provide annual monitoring reports. 

Iryna Kuchma, EIFL Open Access Programme Manager, is a member of the National Open Science Working Group at the Ministry of Education and Science that developed the National Open Science Action Plan. 

The Action Plan includes integration of open science into national science, research, education, technology and innovation policies, strategies and action plans by 2024. It stipulates working in collaboration with EOSC – European Open Science Cloud – and Horizon Europe partnerships. …”

RI Webinar: Conforming to the REF: An international view – 1579136


The REF is a UK-specific measure for research institutions to assess the quality of their research output and is pertinent to libraries, research offices, university planning departments and institutions. But this webcast will aim to look at this within a global context and explore other frameworks that are in place around the world.

Key takeaways

Learn how the outputs of scholarly research are evaluated globally

Hear from experts about best practices in the assessment of researchers and scholarly research

Key insights into why representation of researchers in the design of research assessment practices across the world is crucial…”

NASA Releases Updated Scientific Information Policy for Science Mission Directorate

“On December 8, NASA’s Science Mission Directorate (SMD) released an important update to its comprehensive Scientific Information Policy (SPD-41a), which represents a significant percentage of NASA’s research expenditures. While this policy does not serve as NASA’s official response to the OSTP Nelson Memorandum, it is a good indication of what we are likely to ultimately see in NASA’s agency-wide public access plan, which is due out in February 2023….

Requires that peer-reviewed publications be made openly available with no embargo period via deposit in an agency-approved repository….

Requires that research data be shared at the time of publication or the end of the funding award….

Requires mission software to be developed and shared openly….

Requires that the proceedings of SMD-sponsored meetings and workshops be held openly to enable broad participation….”