SHERPA FACT – Helping researchers comply with the Open Access policies from RCUK and the Wellcome Trust

FACT, Journals, JULIET, RoMEO No Comments »

The Centre for Research Communications (CRC) is pleased to announce that Research Councils UK (RCUK) and the Wellcome Trust have provided seed funding for the development of a SHERPA Funders’ & Authors’ Compliance Tool (SHERPA FACT). SHERPA FACT will interpret data from SHERPA RoMEO, JULIET and other sources to provide clear guidance to RCUK and Wellcome Trust funded authors on compliance with their Open Access (OA) policies and advise on the options available.

The RCUK’s new OA policy will be effective from 01 April 2013. This policy requires that all peer reviewed research papers, resulting from research funded by the Research Councils, will be published in journals under a Creative Commons Attribution (CC-BY) License or otherwise made available as OA via a repository. On the same date, the Wellcome Trust will also require that articles with which it is associated – and for which an Article Processing Charge (APC) has been levied – must also be published under a CC-BY license

SHERPA FACT will:

  • allow authors to select which of the RCUK Councils or Wellcome Trust has funded their work
  • allow authors to enter the journal name or ISSN, or ESSN, or publisher of the journal they wish to use
  • cross-reference the information held in RoMEO and in JULIET on both Funders’ and Publishers’ policies
  • give the author clear information as to whether that journal or publisher offers publication or archiving rights compliant with their funders’ policy
  • note the level of OA fee payable, if any, and if available from the publisher site
  • give guidance to the author as to what action to take next to comply with their funders’ policy, customising guidance according to the stage of the author’s publication – pre-submission, accepted, published, etc

 

Such guidance might be, for example, to:

  • take a hybrid OA option offered by the publisher;
  • pay the OA fee for a full OA journal or
  • archive their work under a particular embargo period

SHERPA FACT will be available from 01 April 2013.

Further information

Contact
Azhar Hussain
Tel: 0115 8467235 or email: azhar.hussain@nottingham.ac.uk

Policy Exceptions in RoMEO

Journals, RoMEO No Comments »

Readers of this blog will have noticed the occasional notification of new exceptions that have been added to RoMEO.

But what are these exceptions and why are they important?

RoMEO has traditionally focussed on the general policies of publishers, those that cover the majority of their journals titles. However, some titles may have a different embargo period or use a Creative Commons License. Although, we have tried to impart this information under the General Conditions field, it has become cumbersome and still requires users to investigate themselves as to which embargo period applies to their journal of interest.

We started adding exceptions in November 2011, and are continuing the process as they are identified and we clarify the policy exceptions with publishers.

Some exceptions will cover only one journal title, others much more.

To date RoMEO lists a total of 59 exceptions, from 25 Publishers. We are still working through publishers we have identified as having possible exceptions and hope to add more in the future.

A list of the Exceptions added so far:

  • Akademie Ved Ceske Republiky, Knihovna
    • Knihy a dejiny [6/3/12]
  • American Medical Association
    • JAMA  [17/11/11]
  • American Society for Microbiology
    • mBio [26/4/12]
  • ASIS&T
    • Bulletin – [17/11/11]
    •  JASIS&T – [17/11/11]
  • American Society of Clinical Oncology
    • JCO [29/11/11]
    • JOP [29/11/11]
  • BMJ Publishing Group
    • BMJ [30/1/12]
    • BMj Open [18/4/12]
  • ediPUCRS
    • Analise [18/4/12]
    • BELT [18/4/12]
  • EDP Sciences
    • EDJ [26/4/12]
    • Creative Commons Attribution Non-Commercial [26/4/12]
  • Institut Français d’Etudes Andines (IFEA)
    • Bulletin de l’IFEA [23/3/12]
  • Laboratório Nacional de Energia e Geologia
    • Corrosão e Protecção de Materiais [13/12/11]
  • MIT Press
    • STM [17/11/11]
    •  Arts and Humanities [17/11/11]
    •  Economics [17/11/11]
  • Oxford University Press
    • Policy A – [16/11/11]
    • Policy A1 – [15/11/11]
    • Policy B – [16/11/11]
    • Policy B1 – [15/11/11]
    • Policy C –  [16/11/11]
    • Policy D – [15/11/11]
    • Policy E – [16/11/11]
    • Policy F – [15/11/11]
    • Policy G – [15/11/11]
    • Policy H – [15/11/11]
    • Policy I – [15/11/11]
    • Policy J – [15/11/11]
    • Policy K – [15/11/11]
    • Policy L – [15/11/11]
    • Policy M – [15/11/11]
    • Policy N – [16/11/11]
    • Policy O – [15/11/11]
    • Policy P [12/9/12]
    • Policy Q [12/9/12]
  •  Pion
    • i-Perception [10/5/12]
    • Perception [10/5/12]
  • Royal Society
    • Open Biology [19/7/12]
  • Taylor & Francis
    • SSH Titles [5/12/11]
    • STM Titles [5/12/11]
  • Taylor & Francis (Psychology Press)
    • STM Titles [5/12/11]
  • Taylor & Francis (Routledge)
    • LIS Titles [1/12/11]
    • SSH Titles [1/12/11]
    • STM Titles [1/12/11]
  • Universidad de Murcia [14/9/12]
    • Glosas Didacticas
  • Universidade de Brasilia
    • Attribution Non-Commercial  [17/9/12]
    • Attribution Non-Commercial No-Derivatives  [17/9/12]
    • Attribution Non-Commercial Share-Alike  [17/9/12]
  • Universite Paris 3, Institut des Hautes Etudes de l’Amérique Latine (IHEAL) [3/1/12]
    • Cahiers des Ameriques Latines
  • Univ Chig Press
    • Publications of the Astronomical Society of the Pacific [17/11/11]
  • Università degli Studi di Milano (University of Milan)
    • Attribution [17/4/12]
    • Share Alike [17/4/12]
    • Enthymema [17/4/12]
  • Uni of Texas Press
    • Cinema Journal [17/11/11]
  • Vittorio Klostermann
    • ZfBB [29/11/11]
  • Wildlife Society
    • Journal of Wildlife Management [18/4/12]

Journal Research Data Policy Bank (JoRD)

Data, JoRD, Journals No Comments »

Journal Research Data Policy Bank (JoRD) will shed light on the policies devised by academic publishers to promote linkage between journal articles and underlying research data.

This initiative, is funded by JISC as part of its Digital Infrastructure Programme;  it runs from July to December 2012. This work is being carried out by the Centre for Research Communication, University of Nottingham, working with Research Information Network and Professor Paul Sturges.

The aim of the JoRD Policy Bank project is to conduct a feasibility study into the scope and shape of a sustainable service to collate and summarise journal data policies. The project will deliver requirements and specifications for a service that will provide researchers, managers of research data and other stakeholders with an easy source of reference to understand and comply with the research data policies of journals and publishers.

Through maintaining a firm focus upon research literature and stakeholder consultations, the project aims to:

  • identify and consult with a wide range of stakeholders, publishers and others, and develop a detailed set of stakeholder requirements and service specifications;
  • investigate the current state of data sharing policies within journals and shed light on how journals are addressing this crucial question;
  • scope and deliver recommendations on the shape of a central service that will (i) summarise journal research data policies; and (ii) provide a ready reference source of easily accessible, standardised, accurate and clear guidance and information relating to the journal policy landscape for research data;
  • provide models to establish the business framework that will allow the committed relationships necessary to deliver such a service on a long term basis;
  • provide service sustainability models determining how the long term operation of such a service can be sustained.

JoRD Blog and Project Website (http://jordproject.wordpress.com/)

 

Azhar,  Jane and Melanie

Journal research data policies

Data, JoRD, Journals No Comments »

The Centre for Research Communications (CRC) at the University of Nottingham has partnered with Research Information Network (RIN), in a project that will shed light on the policies devised by academic publishers to promote linkage between  journal articles and underlying research data. This initiative, entitled Journal Research Data (JoRD) Policy Bank, is funded by JISC as part of its Digital Infrastructure Programme; it runs from July to December 2012.

 

The overarching aim of the JoRD Policy Bank project is to conduct a feasibility study into the scope and shape of a sustainable service that will collate and summarise the relevant journal policies. The project will deliver requirements and specifications for a service that will provide researchers, managers of research data and other stakeholders with an easy source of reference to understand and comply with the research data policies of journals and publishers.

Through maintaining a firm focus upon research literature and stakeholder consultations, the project aims to:

  • identify and consult with a wide range of stakeholders, publishers and others, and develop a detailed set of stakeholder requirements and service specifications;
  • investigate the current state of data sharing policies within journals and shed light on how journals are addressing this crucial question;
  • scope and deliver recommendations on the shape of a central service that will (i) summarise journal research data policies; and (ii) provide a ready reference source of easily accessible, standardised, accurate and clear guidance and information relating to the journal policy landscape for research data;
  • provide models to establish the business framework that will allow the committed relationships necessary to deliver such a service on  a long term basis;
  • provide service sustainability models determining how the long term operation of such a service can be sustained.

 

Further information will be posted on these pages as the project evolves during the second half of 2012. In due course, there will also be links to blogs which will provide an opportunity to keep abreast of developments.

Jane & Azhar

60% of Journals Allow Immediate Archiving of Peer-Reviewed Articles – but it gets much much better…

Journals, RoMEO 13 Comments »

The database improvements we made to SHERPA/RoMEO in August 2011 have enabled us to generate new statistics on the number of journals that permit self-archiving. We presented a provisional pie chart of journals broken down by RoMEO Colour at Open Repositories 2011. This is updated in the following chart, which uses a snapshot of the RoMEO Journals database taken on the 15th November 2011.

RoMEO Journals by RoMEO Colour 2011-11-15

An alternative way of viewing this data is to look at how many of the versions of articles that academics prefer most can be archived, as in the following chart:

RoMEO Journals by Version - Immediate Archiving Permitted - 2011-11-15

Like RoMEO Colours, this chart is based on strong open access, where there are no embargoes or restrictions that prevent immediate self-archiving. As with the colour chart, this shows that 60% of  journals allow the final peer-reviewed version of an article to be archived immediately, with a further 27% permitting the submitted version (pre-print) to be archived immediately.

Only 13% of journals do not allow immediate archiving, but moving away from the ideal of immediate open access, the situation changes once any embargo periods have expired. This is shown in the following chart:

RoMEO Journals by Version - Post-Embargo - 2011-11-15

This chart takes account of embargoes of any length. The most common embargo period is 12 months, followed by 6 months, and then 24 months. A few embargoes are longer, the maximum recorded in RoMEO now being 5 years.

Embargo (months) Percent Relative Frequency
3 1% |
6 17% |||||||||||||||||
12 47% |||||||||||||||||||||||||||||||||||||||||||||||
18 4% ||||
24 28% ||||||||||||||||||||||||||||
36 1% |
60 1% |

Expiring embargos clearly improve the situation regarding archiving, but additional restrictions may still remain. For instance, it may be necessary to obtain permission to archive from the publisher, a fee might have to be paid, or archiving may only be available to authors whose work is paid for by certain specific funders. These restrictions may therefore make archiving impractical. However, if these restrictions can be complied with, the archiving situation improves still further, as shown in our final chart:

RoMEO Journals by Version - Post Compliance - 2011-11-15

This chart shows that a remarkable 94% of journals allow archiving of peer-reviewed articles after any embargo period has expired and any addional restrictions have been complied with. Indeed, for nearly a quarter of journals, the publisher’s version/PDF itself can be archived. Just 1% of journals only permit the pre-peer review submitted version to be archived. This leaves only 5% of journals that do not permit self-archiving of some form or another.

On the date the data for these charts was compiled (15th Nov.2011), the RoMEO Journals database held about 19,000 titles. Unfortunately, assigning journals to policies is not an exact process, due to the vagueness of some publishers’ policies and the fact that some publishing houses do work for societies and other third parties whose own open access policies may take precedence. It is therefore difficult to gauge the precision of these figures, but we guestimate that they are accurate to within 2%. The charts do not take into account journals that are not covered by RoMEO’s own database, but we expect that the relative proportions would be similar.

Peter Millington

SHERPA RoMEO Upgrade Version Released

Journals, RoMEO Event 2 Comments »

SHERPA Services’ is excited to announce the launch of an upgraded version of SHERPA RoMEO (www.sherpa.ac.uk/romeo) as part of ongoing improvements to the SHERPA RoMEO service.

The new version contains significant additions and improvements to RoMEO, and now provides:

Increased Journal Coverage:

SHERPA-RoMEO now has its own Journals database containing over 18000 journals including many titles not covered by the other lists we use – Zetoc, the Directory of Open Access Journals (DOAJ) and ENTREZ

More up to Date:

The new SHERPA RoMEO Journals database is faster than other lists in responding to new titles and journals that change publishers

More Accurate Journal Level Searching:

The new journals database means that RoMEO identifies rights holders more accurately, especially where a commercial publisher is publishing on behalf of a society

More Search Options:

In addition to searching for journals by title or ISSNs and publisher names, an advanced search option lets users search for publishers’ by RoMEO colour, RoMEO ID and RoMEO update date

Electronic ISSNs:

RoMEO now holds data on electronic ISSN’s in addition to print ISSN’s and users can search for both using the ISSN search field

Faster Performance:

Technical upgrades have made many features work faster than before.

About SHERPA-RoMEO

SHERPA-RoMEO uses a simple colour-code classification to simplify complex publisher and journal policy information and provides impartial, easy to follow and accurate guidance on permissions and conditions of rights given to authors by journal publishers.

SHERPA-RoMEO offers users the ability to:

  • View summaries of publishers’ and journal copyright policies in relation to self-archiving
  • View if publisher and journal policies comply with research funder archiving policies, mandates and guidelines
  • To search journal and publisher information by Journal Title, Publisher Name, ISSN and eSSN

Additionally, SHERPA-RoMEO provides lists of

  • Publishers that allow the use of their PDFs in Institutional Repositories
  • Publisher with Paid Options

SHERPA-RoMEO is seen as an essential resource by many in the Open Access community.

This development work is funded by JISC. Journal information is kindly provided by the British Library’s Zetoc service hosted by MIMAS, the Directory of Open Access Journals (DOAJ) hosted by Lund University Libraries, and the Entrez journal list hosted by the NCBI.

About SHERPA Services’

SHERPA Services’ are based at the Centre for Research Communications, University of Nottingham and maintain on behalf of the open access community a portfolio of services: RoMEO, JULIET and OpenDOAR.

The Centre for Research Communications (CRC) was formed in April 2009, to help to support and inform the changes and new ideas in the way that research is communicated around the world. The CRC houses a portfolio of open access projects and initiatives currently undertaken by the University of Nottingham.

OpenDOAR http://www.opendoar.org/

RoMEO http://www.sherpa.ac.uk/romeo

JULIET http://www/sherpa.ac.uk/juliet

JISC http://www.jisc.ac.uk/

For all enquiries regarding RoMEO please contact: romeo@sherpa.ac.uk

Jane, Azhar and Peter

Conferences

Conference, Event, International, Journals, Language, Presentations, Sustainability No Comments »

After a nice break for Easter and the Royal Wedding, we are gearing up to attend the summers’ conferences.

First up is Open Repositories 2011, Austin, Texas, where we will have 3 posters presentations.

  • RoMEO International Partnerships – Covering the results of existing partnerships and how we hope to improve the facilities for our partners.
  • SHERPA/RoMEO Journals – Progress on our own journal database and the trials and tribbles involved.
  • Developing a sustainable Business Model for SHERPA RoMEO (issues, challenges and lessons learnt) – It’s a recession! We need to survive, so we’ll be discussing the development of a sustainable model.

Open Repositories gives us the chance to catch up with colleagues on the cliff face as well as developers, from around the world. Allowing us to discuss how best we can help them do their job and how they can assist us in improving the coverage of RoMEO. At OR10, in Madrid we met up with colleagues from Blimunda to discuss our partnership – more about that and other collaborations in our poster above!

We will all be this conference, so please get in touch if you want to discuss anything with us, and we will try and arrange time to chat.

Jane, Peter & Azhar

New SHERPA/RoMEO Journals Database

Journals 4 Comments »

RoMEO has been building its own database of journals for the publishers it lists, with two main aims:

  1. To identify journal titles more accurately with their publishers
  2. To include journals that are not currently covered by the external look-up databases that RoMEO uses

The work has been proceeding well. Over 95% of RoMEO publishers have been processed, yielding nearly 18,000 journal titles (although this includes a few duplicates). We are currently checking the quality of the data, and updating the RoMEO search interface.

You are invited to try the latest prototype of the upgraded interface at:

http://www.sherpa.ac.uk/romeo/index34.php

Please remember that this is a prototype and is liable to change. It has not yet been optimised for speed. It displays real data, but some information such as alternative journal titles may not yet be visible. Upgrading the API will follow later.

There are two things that you are likely to notice:

  1. There is a new row in the RoMEO publisher details labelled ‘Journals’. This normally has links to the list of journals we have for the publisher, and to the publisher’s own list of journals. It also indicates the number of partner organisations that the publisher works with. Currently, the journals for most imprints are listed under their parent publisher rather than under their own name (e.g. Routledge and Taylor & Francis). However, we are working to improve this.
  2. Many journals now list two or more ‘publishers’ – for instance a publishing house and its client scholarly society. This may be confusing, especially where there are different archiving policies for each of the organisations. We are working to improve this situation by eliminating unnecessary information and providing guidance where appropriate.

We would welcome feedback on the prototype, either as comments here on the SHERPA/RoMEO Blog, or privately by email to romeo@sherpa.ac.uk.

Peter


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