Category Archives: oa.coapi

COAPI Community Call: HELIOS – SPARC

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“The Higher Education Leadership Initiative for Open Scholarship (HELIOS) is a network of 78 colleges and universities committed to collective action to advance open scholarship across their campuses. HELIOS takes place within the larger context of the National Academies of Sciences, Engineering and Medicine’s Roundtable on Aligning Incentives for Open Science, which brings together key interested parties — including senior leadership at universities, federal agencies, philanthropies, international bodies, and other strategic organizations — to better incentivize openness, in service of a more transparent, inclusive, and trustworthy research ecosystem. Ultimately, HELIOS and the NASEM Roundtable aim to ensure that as many students, faculty, practitioners, policy makers, and community members as possible have access to, and a voice in, research and scholarship.”

COAPI Community Call: Catalyzing a US Repository Network – Jan 20, 2022 – SPARC

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“The US Repository Network project is a partnership between the Confederation of Open Access Repositories (COAR) and Scholarly Publishing and Academic Resources Coalition (SPARC) led by Visiting Program Officer Tina Baich. An outgrowth of COAR’s work in the repository space, the project seeks to assist in breaking down institutional silos and developing a more cohesive approach and greater collaboration around repositories in the US.

The first step was to convene an expert group of both Library Deans/Directors and IR managers from academic institutions to develop a strategic vision for repositories in the United States. The next step is to solicit broader input from the library/repository community to refine and finalize that vision. During this community call, Tina will join us to share the results of the convening and to hear from the COAPI community.”

Transformative Agreements and Institutional Open Access Policies, Principles, and Strategies

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“In March 2021 the University of California announced a four-year transformative agreement with Elsevier covering reading access and open-access publishing for UC authors. While there continues to be significant discussion over the merits of UC’s approach, one aspect of this agreement that has not been widely discussed is how it relates to UC’s open access policies for research articles written by anyone employed by UC.

Given the great interest in UC’s agreement and policies, this event will focus on helping attendees understand the mechanics of UC’s approach to furthering open access to scholarship. Ellen Finnie, Open Access Publisher Agreements Manager for the UC Office of Scholarly Communication, will provide a brief presentation on the interaction of the transformative agreement and UC’s OA policies, principles, and strategies, followed by plenty of time for discussion.

This event is co-sponsored by the OA2020 US Working Group and Community of Practice and the Coalition of Open Access Policy Institutions (COAPI). All are welcome to attend.”

COAPI Community Call: Funding Open During Challenging Budget Times – Oct 26, 2020 – SPARC

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“During this call, you will hear about the SPARC Journal Negotiation Community of Practice, including a brief overview of programs and discussion groups developed for libraries in support of their current negotiations and subscription decision-making. The call will then focus in on one of these programs, the Journal Cancellation Reinvestment Working Group. Co-leads, Kathleen DeLaurenti (Johns Hopkins University) and Curtis Brundy (Iowa State University) will describe their efforts leading a community of librarian volunteers developing resources to support libraries prioritizing Open investments.”

COAPI response to 2020 RFI – Public Access to Scholarly Information – SPARC

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“The COAPI Steering Committee encourages the Federal Government to implement a strong national policy that provides immediate, barrier-free access to the full results of taxpayer-funded research. Such a policy would align with efforts at our member institutions. We would welcome Federal policy that has the following characteristics:

Immediate access to published articles without embargoes
Articles should be openly licensed and made available in open and machine-readable formats that fully enable productive reuse including text/data mining and computational analysis
Data (and code, software, etc.) needed to validate/replicate the conclusions of articles should be made immediately available
Other appropriate data should be FAIR (Findable, Accessible, Interoperable, Reusable)
Free public access to and long-term preservation of these research outputs should be provided via either a digital repository maintained by the funding agency or in an appropriate institutional or disciplinary repository….”

COAPI Community Call on Tailoring Transformative Agreements to Support Green Open Access – Apr 7, 2020 – SPARC

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“Convincing authors to deposit their scholarly articles in institutional repositories (a practice known as “green open access”) has proven to be very difficult, leading some to question the feasibility of this strategy for making scholarship more openly available. However, the growing popularity of transformative agreements between libraries and publishers presents an opportunity to explore other strategies for facilitating green open access – strategies that depend on cooperation between libraries and publishers, and that may not require any intervention on the part of authors. For example, both the Massachusetts Institute of Technology’s Framework for Publisher Contracts and the University of California’s  Declaration of Principles to Transform Scholarly Communication demand that publishers work with libraries to facilitate the immediate deposit of scholarly articles in institutional repositories. 

How promising is this new direction in principle? What challenges does it pose in practice? What can we learn from institutions that have already had success in this area? Are there barriers that prevent smaller institutions from following suit? What resources and strategies can we employ as a community to reduce these potential inequities? …”

COAPI Letter to the White House in Response to Zero-Embargo OA Policy – Google Docs

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“The Coalition of Open Access Policy Institutions (COAPI), a group of colleges, universities, and research institutions committed to making the results of their researchers accessible to the world, supports providing American taxpayers immediate, free access to the results of scientific research that is publicly funded and supported by Federal agencies. We strongly endorse updating existing U.S. policy to eliminate the current 12-month embargo period on articles that report on publicly funded research, as instituted by the Obama administration, and to ensure that they are made immediately available to the public….”

[Open letter to Donald Trump]

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“On behalf of the undersigned national and regional library, research, publishing, and advocacy organizations, we are writing to express our commitment to ensuring that American taxpayers are guaranteed immediate, free, and unfettered access to the results of scientific research that their tax dollars support, and to encourage the Administration to support continued progress towards this shared goal. We strongly endorse updating existing U.S. policy to eliminate the current 12-month embargo period on articles reporting on publicly funded research, and to ensure that they are made immediately available under terms and conditions that allow their full reuse. To unlock the full value of our collective investment in science, the underlying data needed to validate an article’s conclusions, along with any corresponding software or code, should also be made immediately available….”

January COAPI Community Call – Jan 22, 2020 – SPARC

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“While maintaining an institutional repository (IR) is now an established university library service, both the origin stories and purposes of our repositories vary greatly. Is it time to re-evaluate the IR and its purpose?

 

Given the staff, time, and technical resources needed to support an IR, are we getting sufficient return on our investment? How do we even analyze our IRs to determine ROI? Do we need to redefine the purpose of our IRs? How will our IRs change over the next decade, whether or not we redefine the purpose? How will ETD and OA policies or the collections as data movement influence those changes?

 

Please join us on Wednesday, January 22nd, at 1:00 PM ET for a COAPI Community Call to investigate the big questions around our IRs. Setting the stage will be Ellen Dubinsky, Scholarly Communications Librarian, University of Arizona, and Kathleen Shearer, Executive Director, Confederation of Open Access Repositories (COAR)….”

COAPI Report on Recent Activities and Ongoing Projects, July 2017- June 2019

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“COAPI Activities, 2017-2019 ? Surpassed the 100-member milestone, with 109 member institutions as of June 2019 ? Also created documentation and workflows for onboarding new members ? Successful and ongoing engagement with SPARC, including conversations about effective collaboration with Nick Shockey ? Monthly COAPI Steering Committee meetings (8-member leadership group) ? Monthly reports from the SPARC liaison to the SPARC OA Working Group (Jere Odell for 2017-), following Ada Emmett ? COAPI Steering Committee chair representing COAPI on the SPARC International OA Week Advisory Committee (Laura Bowering Mullen 2017-2018, Devin Soper 2018-2019) ? Added new resources to the COAPI Toolkit, including a bibliography of relevant studies and publications ? Completed various updates to the COAPI website, including redesigning and creating new content for the “About” and “Resources” pages ? Migrated legacy steering committee documentation from Dropbox to Google Drive ? Introduced annual virtual meetings to supplement biennial in-person meetings (see agendas from April 2018 and April 2019) ? Organized panel presentation and biennial in-person meeting at ALA Annual 2018 in New Orleans ? Decided to hold biennial meeting at a library conference because the biennial SPARC meeting (our previous venue) was discontinued ? Created COAPI Backgrounder and swag items (stickers, buttons) to give away at events ? Panel presentation: “The Care and Feeding of an Open Access Policy: Adoption, Implementation, and Assessment,” with Anne Langley, Jamie Wittenberg, and Jere Odell ? In-person meeting agenda ? Updated COAPI Process and Procedure Document, notably to remove the Community Member category, which was unused and redundant relative to the Affiliate Member category ? Launched series of COAPI Community Calls to facilitate more discussion and engagement both within and beyond the COAPI membership ? Aug. 14, 2018 – Outreach Strategies ? Oct. 16, 2018 – Copyright & Rights-retention Policies ? Dec. 18, 2018 – COAPI Toolkit ? Feb. 18, 2019 – Implementation Models ? June 12, 2019 – Policy Assessment ? Launched new COAPI Twitter account, @coapioa, thus far used to advertise Community Calls and tweet out conversation during the events (using the hashtag #coapicomm) ? Published blog post for Open Access Week 2017, 2018 ? Formed three new COAPI working groups: ? Community Call WG ? Copyright WG ? Small College & University WG ? Updated and consolidated existing COAPI membership lists ? Signed letters of support for federal bills and regulations, including ? H.R. 6501, The Well-Informed, Scientific, and Efficient (WISE) Government Act ? S. 1701, the Fair Access to Science and Technology Research (FASTR) Act ? H.R. 3427, the Fair Access to Science and Technology Research (FASTR) Act ? AB 2192, the extension and expansion of the California Taxpayer Access to Publicly Funded Research Act”

COAPI Report on Recent Activities and Ongoing Projects, July 2017- June 2019

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“COAPI Activities, 2017-2019 ? Surpassed the 100-member milestone, with 109 member institutions as of June 2019 ? Also created documentation and workflows for onboarding new members ? Successful and ongoing engagement with SPARC, including conversations about effective collaboration with Nick Shockey ? Monthly COAPI Steering Committee meetings (8-member leadership group) ? Monthly reports from the SPARC liaison to the SPARC OA Working Group (Jere Odell for 2017-), following Ada Emmett ? COAPI Steering Committee chair representing COAPI on the SPARC International OA Week Advisory Committee (Laura Bowering Mullen 2017-2018, Devin Soper 2018-2019) ? Added new resources to the COAPI Toolkit, including a bibliography of relevant studies and publications ? Completed various updates to the COAPI website, including redesigning and creating new content for the “About” and “Resources” pages ? Migrated legacy steering committee documentation from Dropbox to Google Drive ? Introduced annual virtual meetings to supplement biennial in-person meetings (see agendas from April 2018 and April 2019) ? Organized panel presentation and biennial in-person meeting at ALA Annual 2018 in New Orleans ? Decided to hold biennial meeting at a library conference because the biennial SPARC meeting (our previous venue) was discontinued ? Created COAPI Backgrounder and swag items (stickers, buttons) to give away at events ? Panel presentation: “The Care and Feeding of an Open Access Policy: Adoption, Implementation, and Assessment,” with Anne Langley, Jamie Wittenberg, and Jere Odell ? In-person meeting agenda ? Updated COAPI Process and Procedure Document, notably to remove the Community Member category, which was unused and redundant relative to the Affiliate Member category ? Launched series of COAPI Community Calls to facilitate more discussion and engagement both within and beyond the COAPI membership ? Aug. 14, 2018 – Outreach Strategies ? Oct. 16, 2018 – Copyright & Rights-retention Policies ? Dec. 18, 2018 – COAPI Toolkit ? Feb. 18, 2019 – Implementation Models ? June 12, 2019 – Policy Assessment ? Launched new COAPI Twitter account, @coapioa, thus far used to advertise Community Calls and tweet out conversation during the events (using the hashtag #coapicomm) ? Published blog post for Open Access Week 2017, 2018 ? Formed three new COAPI working groups: ? Community Call WG ? Copyright WG ? Small College & University WG ? Updated and consolidated existing COAPI membership lists ? Signed letters of support for federal bills and regulations, including ? H.R. 6501, The Well-Informed, Scientific, and Efficient (WISE) Government Act ? S. 1701, the Fair Access to Science and Technology Research (FASTR) Act ? H.R. 3427, the Fair Access to Science and Technology Research (FASTR) Act ? AB 2192, the extension and expansion of the California Taxpayer Access to Publicly Funded Research Act”

Measuring Open Access Policy Compliance: Results of a Survey

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Abstract:  INTRODUCTION In the last decade, a significant number of institutions have adopted open access (OA) policies. Many of those working with OA policies are tasked with measuring policy compliance. This article reports on a survey of Coalition of Open Access Policy Institutions (COAPI) members designed to better understand the methods currently used for measuring and communicating OA policy success. METHODS This electronic survey was distributed to the COAPI member listserv, inviting both institutions who have passed an implemented policies and those who are still developing policies to participate. RESULTS The results to a number of questions related to topics such as policy workflows, quantitative and qualitative measurement activities and related tools, and challenges showed a wide range of responses, which are shared here. DISCUSSION It is clear that a number of COAPI members struggle with identifying what should be measured and what tools and methods are appropriate. The survey illustrates how each institution measures compliance differently, making it difficult to benchmark against peer institutions. CONCLUSION As a result of this survey, we recommend that institutions working with OA policies be as transparent as possible about their data sources and methods when calculating deposit rates and other quantitative measures. It is hoped that this transparency will result in the development of a set of qualitative and quantitative best practices for assessing OA policies that standardizes assessment terminology and articulates why institutions may want to measure policies.

Campus Open-Access Policy Implementation Models and Implications for IR Services

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“As Shannon Kipphut-Smith notes in her summary of Rice University’s implementation experience, libraries faced with the need to set up brand-new procedures find themselves in a “nuanced” environment without a roadmap. Their library, like others implementing policies, “had never before conducted activities similar to the implementation of the OA policy,” so they found that “practically every activity has been experimental.”3 Here, in attempt to build that needed roadmap, we provide a snapshot of the openaccess policy implementation landscape by evaluating data from a survey of Coalition of Open Access Policy Institutions (COAPI) and characterizing each library’s OA policy implementation models for its campus. We reflect on implications for services associated with campus institutional repositories (IRs) in 2 meeting implementation needs, identifying relevant IR services that have emerged in relation to, and in support of, each of the implementation models….”