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Open Access in Practice: 
A Real-World Guide for Researchers 
Presentation to the South African Human Sciences Research 
Council (HSRC) 
Open Access Week, 20 October 2014 
CC-BY
BEFORE WE GET STARTED >>> 
This presentation is licensed under a Creative Commons Attribution 4.0 
International License. That means you are free to download, copy, remix or 
do just about anything you like with it, but you are also legally required to 
acknowledge Michelle Willmers as the creator. 
If you would like to view a copy of the license or understand more about how CC 
licensing works, visit http://creativecommons.org/licenses/by/4.0/
Open Access is 
mainstream, 
okay?
Plus… 
We are operating in an internet-driven 
scholarly communication paradigm in which 
notion of Impact is being re-examined: 
IMPACT = RE-USE
Q: 
How do we make sense of and enact Open 
Access in our local context while 
navigating: 
1. Competitive environment 
2. Pressure to “publish in the right places” 
3. Reputation management
THE ACCESS GOLDEN TRIANGLE 
Visibility 
Access 
Curation Rights Management
1. Visibility 
In order for people to be able to access your work it 
needs to be visible 
(IDEALLY in a shareable format)
> In internet-driven, networked scholarship visibility of the 
individual researchers is intrinsically bound up with visibility of 
research 
> You have an online shadow, whether you like it or not. Manage 
and optimise your footprint! (And your reputation) 
> Engage with and explore your online network through social 
media channels and online sharing environments like 
ResearchGate and Academia.edu
Available at: http://open.uct.ac.za/handle/11427/2652
2. Curation 
In order for your work to be optimally visible (discoverable 
and searchable) it needs to be curated
3 simple principles of curation 
1. Describe with rich metadata 
This will help people make sense of your resource online, boost the 
findability of your resource, and enable semantic linking to boost citation 
2. Share via online repositories 
Use online independent individual (e.g. FigShare) or subject-oriented (e.g. 
SSOAR, RePEc) repos if your organisation doesn’t have one 
3. Archive 
Investigate institutional support structures or private cloud storage. 
Check SHERPA-ROMEO to ascertain archiving policies of journals. 
> Once you have your content curated, promote it! 
> Get cosy with your librarian
Available at: http://hdl.handle.net/11427/8431
Curated material will have handles, DOIs (digital object 
identifiers) and other URIs (unique resource identifiers) that will 
enable: 
> Machines to identify semantic relationships between online 
content (linking papers to data sets, citation management) 
> Usage of free, online Altmetric tools to track downstream use 
of your content (including but not limited to formal citation)
Popular Altmetric tools 
< https://impactstory.org 
www.altmetric.com >
Available at: http://goo.gl/O9f7Q8
3. Rights management 
In order for people to be able to re-use your work they need a sense 
of what they are legally allowed to do
Creative Commons 
(and other open) 
licenses provide 
indicators or signposts 
as to what you can and 
can’t do with content
> At all costs: Avoid relinquishing your copyright or signing exclusive 
copyright transfer agreements (unless you have good reason and have 
considered all the ramifications) 
> Creative Commons licensing is NOT relinquishing copyright, it is 
system of articulating “exceptions” to your full copyright (in which all 
rights are reserved) 
> CC licensing means people can act legally without bugging you for 
permission 
> Manage rights on all your outputs! (Not just formally published 
content). If organisational policy is restrictive in terms of formal 
publication, exercise agency in the “informal” sphere by sharing 
working papers, policy briefs, blog posts, etc. (grey literature)
Does your organisation restrict your 
publication activity or dictate to in terms of 
only being able to publish in certain journals? 
If so, seek out the Open Access options (www.opendoar.org) 
Where this not possible/desirable, explore options within 
closed, “paywalled” publication channels: 
> Is my publisher open to negotiation on the publication 
agreement for more flexible release provisions? 
> How do the self-archiving provisions of your publication 
options compare? (www.sherpa.ac.uk/romeo/)
http://www.sparc.arl.org/resources/autho 
rs/addendum
Conclusion 
> Engaging with your visibility, curation of your output and rights 
management is part of professionalising your scholarly practice 
> Always check organisational policy 
> Caveat scriptor! (Be aware of what you sign) 
> Exercise your agency 
> Engage with your librarian
michelle.willmers@uct.ac.za 
@scaprogramme

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Open Access in Practice: A Practical Guide for Researchers

  • 1. Open Access in Practice: A Real-World Guide for Researchers Presentation to the South African Human Sciences Research Council (HSRC) Open Access Week, 20 October 2014 CC-BY
  • 2. BEFORE WE GET STARTED >>> This presentation is licensed under a Creative Commons Attribution 4.0 International License. That means you are free to download, copy, remix or do just about anything you like with it, but you are also legally required to acknowledge Michelle Willmers as the creator. If you would like to view a copy of the license or understand more about how CC licensing works, visit http://creativecommons.org/licenses/by/4.0/
  • 3. Open Access is mainstream, okay?
  • 4. Plus… We are operating in an internet-driven scholarly communication paradigm in which notion of Impact is being re-examined: IMPACT = RE-USE
  • 5.
  • 6. Q: How do we make sense of and enact Open Access in our local context while navigating: 1. Competitive environment 2. Pressure to “publish in the right places” 3. Reputation management
  • 7. THE ACCESS GOLDEN TRIANGLE Visibility Access Curation Rights Management
  • 8. 1. Visibility In order for people to be able to access your work it needs to be visible (IDEALLY in a shareable format)
  • 9. > In internet-driven, networked scholarship visibility of the individual researchers is intrinsically bound up with visibility of research > You have an online shadow, whether you like it or not. Manage and optimise your footprint! (And your reputation) > Engage with and explore your online network through social media channels and online sharing environments like ResearchGate and Academia.edu
  • 11. 2. Curation In order for your work to be optimally visible (discoverable and searchable) it needs to be curated
  • 12. 3 simple principles of curation 1. Describe with rich metadata This will help people make sense of your resource online, boost the findability of your resource, and enable semantic linking to boost citation 2. Share via online repositories Use online independent individual (e.g. FigShare) or subject-oriented (e.g. SSOAR, RePEc) repos if your organisation doesn’t have one 3. Archive Investigate institutional support structures or private cloud storage. Check SHERPA-ROMEO to ascertain archiving policies of journals. > Once you have your content curated, promote it! > Get cosy with your librarian
  • 13.
  • 15. Curated material will have handles, DOIs (digital object identifiers) and other URIs (unique resource identifiers) that will enable: > Machines to identify semantic relationships between online content (linking papers to data sets, citation management) > Usage of free, online Altmetric tools to track downstream use of your content (including but not limited to formal citation)
  • 16. Popular Altmetric tools < https://impactstory.org www.altmetric.com >
  • 17.
  • 19. 3. Rights management In order for people to be able to re-use your work they need a sense of what they are legally allowed to do
  • 20. Creative Commons (and other open) licenses provide indicators or signposts as to what you can and can’t do with content
  • 21. > At all costs: Avoid relinquishing your copyright or signing exclusive copyright transfer agreements (unless you have good reason and have considered all the ramifications) > Creative Commons licensing is NOT relinquishing copyright, it is system of articulating “exceptions” to your full copyright (in which all rights are reserved) > CC licensing means people can act legally without bugging you for permission > Manage rights on all your outputs! (Not just formally published content). If organisational policy is restrictive in terms of formal publication, exercise agency in the “informal” sphere by sharing working papers, policy briefs, blog posts, etc. (grey literature)
  • 22. Does your organisation restrict your publication activity or dictate to in terms of only being able to publish in certain journals? If so, seek out the Open Access options (www.opendoar.org) Where this not possible/desirable, explore options within closed, “paywalled” publication channels: > Is my publisher open to negotiation on the publication agreement for more flexible release provisions? > How do the self-archiving provisions of your publication options compare? (www.sherpa.ac.uk/romeo/)
  • 24. Conclusion > Engaging with your visibility, curation of your output and rights management is part of professionalising your scholarly practice > Always check organisational policy > Caveat scriptor! (Be aware of what you sign) > Exercise your agency > Engage with your librarian

Editor's Notes

  1. http://theconversation.com/do-not-resuscitate-the-journal-impact-factor-declared-dead-14480?utm_source=buffer&amp;utm_medium=twitter&amp;utm_campaign=Buffer&amp;utm_content=bufferc2604