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Protohedgehog committed Apr 7, 2019
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1. Researchers will be able to use services like ImpactStory to track the proportion of their research that is Open Access.

## Development team
TBC
* Charlotte Weber (?)
* Jon Tennant

[Note that Tobias Steiner drafted the quiz here]

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## Module 5: Initiate and plan

### Define the target groups

- Virtually all researchers
- Graduate and undergraduate students
- Librarians, trainers, advocates

### Refine the learning objectives and outcomes

1. The researcher will become familiar with the history of scholarly publishing, and development of the present Open Access landscape.
1. The researcher will gain a multi-stakeholder insight into Open Access, and be able to convey a balanced overview of the perceived advantages and disadvantages associated with Open Access publishing.
1. The researcher will be able to describe some of the complexities of the current the Open Access landscape, including allowances for self-archiving and embargoes, copyright transfer, and publishing contracts.
1. Based on community-specific practices, the researcher will be able to use the different types of outlets (repositories) available for self-archiving, as well as the range of Open Access journal types available to them.
1. Each researcher will able to make all of their own research papers Open Access through a combination of journals and development of a personal self-archiving protocol.
1. Researchers will be able to describe the current ebb and flow in the debates around preprints, and be able to locate and use relevant disciplinary preprint platforms.
1. Researchers will be able to use services like ImpactStory to track the proportion of their research that is Open Access.


### Design the course outline (including who to get video snippets from)

* What is Open Access
- Ahmed Ogunlaja and Barbara Rivera

* What are the different types of Open Access (colours)
- Juan Pablo Alperin and Heather Piwowar

* Why is OA important (i.e., sharing research findings with international academic and non-academic communities without paywall and other usage restrictions)
- Ivonne Lujano

* Personal academic impact and advantages of Open Access (e.g., increased citation counts, visibility, readership)
- Erin McKiernan

* Global, national, funder, and institutional policies and mandates
- Someone from AmelicA?

* Differences between pre-prints, post-prints, and versions of record (VOR)
- Jessica Polka / Naomi Penfold

* The cost and economics of Open Access
- Maybe Glenn Hampson?

* Open Access platforms
- Bianca Kramer

* Institutional and subject repositories
- Rachael Ainsworth

* Scholarly Collaboration Networks (e.g., ResearchGate, Academia.edu, OSF)
- Brian Nosek?

* Open Access monographs and books
- Caroline Edwards and Martin Eve

* Pre-registration
- Chris Chambers

* Open Access and discoverability
- Peter Kraker and Stephanie Dawson

### Design the project plan and timeline

- Start: April 2019
- Team finalisation:
- Production start:
- Draft of first scripts:
- Draft of first textual content:
- Recording and editing:
- Designing practical exercises:
- Finalisation of content:
- Check with Steering Committee:
- Release for beta testing:


### Identify promotion channels

- Relevant Twitter handles:

- Organisations:
- DOAJ
- Open Library of Humanities

- Mailing lists:
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## Module 5: Design

1. Identify key resources (including those already gathered)

**Tools**

* [Think, Check, Submit](http://thinkchecksubmit.org/) and [Cofactor journal selector tool](http://cofactorscience.com/journal-selector).

* [SPARC Author Addendum](https://sparcopen.org/our-work/author-rights/brochure-html/) and the [Termination of Transfer tool](https://rightsback.org/), by Authors Alliance and Creative Commons.

* [Open Access Journal Whitelist](http://s-quest.bihealth.org:3838/OAWhitelist/), QUEST Center. Contains biomedical open access journals that are listed on the Directory of Open Access Journals (DOAJ) and Pubmed Central.

* [Unpaywall](https://oadoi.org/), [Open Access Button](https://openaccessbutton.org/).

* [APCDOI](https://github.com/ryregier/APCDOI), a program for determining how many DOIs are gold or hybrid Open Access and how much was spent on the article processing charge (APC) for these (Ryan Regier).

* [Open Science Framework](https://osf.io/preprints/) preprints and [PrePubMed](http://www.prepubmed.org/). Other repositories including:

* [SSRN](https://ssrn.com/en/index.cfm?) (Social Sciences Research Network).

* [ChemRxiv](https://chemrxiv.org/) (Chemistry).

* [ESSOAr](https://www.essoar.org/) (Earth Sciences).

* [Cogprints](http://www.cogprints.org/) (Psychology, Neuroscience and Linguistics).

* [ZeroDivZero](https://zerodivzero.com) Open conference paper platform for math, science, and engineering conferences.

* [CORE](https://core.ac.uk/), an aggregator of 125 million Open Access articles.

* [Social Science Open Access Repository](https://www.gesis.org/ssoar/home/) (SSOAR).

* [LOADB](http://www.loadb.org/), Listing of Open Access Databases.

* [REDALYC](http://www.redalyc.org/home.oa), network of scientific journals of Latin America and the Caribbean, Spain and Portugal.

* [LA Referencia](http://www.lareferencia.info/joomla/en/).

* Language-specific servers:

* [Aribixiv](https://arabixiv.org/).

* [Frenxiv](https://frenxiv.org/).

* [INA-Rxiv](https://osf.io/preprints/inarxiv/).

* See also the [Global Scholarly Publishing sources list](https://docs.google.com/document/d/1ilW5ggwq4G5po_uCMFaBt3exFnrI5oDvf-5UGuHhXGg/edit#heading=h.4is6uhw52jgp).

* [SHERPA/RoMEO](http://www.sherpa.ac.uk/romeo/index.php) - Publisher Copyright Policies and Self-Archiving.

* [DULCINEA](http://www.accesoabierto.net/dulcinea/) (for Spanish journals).

* [Héloïse](https://heloise.ccsd.cnrs.fr/) (for French journals).

* [SHERPA Juliet](http://v2.sherpa.ac.uk/juliet/) - Research Funders’ Open Access policies.

* [Wellcome Open Research](https://wellcomeopenresearch.org/) and [Gates Open Research](https://gatesopenresearch.org/).

* Open Access publishers:

* [MDPI](http://www.mdpi.com/), [F1000](https://f1000research.com/), [Hindawi](https://www.hindawi.com/), [Cogent OA](https://www.cogentoa.com/), [Open Library of Humanities](https://olh.openlibhums.org/), [BioMed Central](https://www.biomedcentral.com/journals), [eLIFE](https://elifesciences.org/), [Frontiers](https://www.frontiersin.org/), [PLOS](https://www.plos.org/).

* [Open Knowledge Maps](https://openknowledgemaps.org/).

* [PASTEUR4OA](http://www.pasteur4oa.eu/), Open Access Policy Alignment Strategies for European Union Research.

* [The Publishing Trap](https://copyrightliteracy.org/resources/the-publishing-trap/) board game, to help researchers understand how money, intellectual property rights, and both open and closed publishing models affect the dissemination and impact of their work (UK Copyright Literacy).

* [Mathoverflow](https://mathoverflow.net/) and [PhysicsOverflow](https://physicsoverflow.org/).

* [PubPub](https://www.pubpub.org/), collaborative community publishing.

* [JSTOR](http://www.jstor.org/open/?cid=SOC_JSTOR), a portal for open content.

* [Dimensions](https://www.dimensions.ai/), for information on grants, publications, citations, clinical trials and patents.

* Preprint recommendation services:

* [preLights](https://prelights.biologists.com/).

* [Peer Community in](https://peercommunityin.org/).

* Overlay journals:

* [Open Journals](http://www.theoj.org/).

* [Discrete Analysis](http://discreteanalysisjournal.com/).

* [biOverlay](https://www.bioverlay.org/post/welcome/).

**Research Articles and Reports**

* [The Nine Flavours of Open Access Scholarly Publishing](http://www.jpgmonline.com/article.asp?issn=0022-3859;year=2003;volume=49;issue=3;spage=263;epage=267;aulast=Willinsky) (Willinsky, 2003).

* [The Development of Open Access Journal Publishing from 1993 to 2009](http://journals.plos.org/plosone/article?id=10.1371/journal.pone.0020961) (Laakso et al., 2011).

* [A Study of Open Access Journals Using Article Processing Charges](http://www.openaccesspublishing.org/apc2/preprint.pdf) (Solomon and Bjork, 2012).

* [Open Access (the book)](https://cyber.harvard.edu/hoap/Open_Access_(the_book)) (Suber, 2012).

* [Anatomy of Green Open Access](http://www.openaccesspublishing.org/apc8/Personal%20VersionGreenOa.pdf) (Bjork et al., 2013).

* [The case for open preprints in biology](http://journals.plos.org/plosbiology/article?id=10.1371/journal.pbio.1001563) (Desjardins-Proulx et al., 2013).

* [arXiv e-prints and the journal of record: An analysis of roles and relationships](https://arxiv.org/abs/1306.3261) (Larivière et al., 2013)

* [Proportion of Open Access Papers Published in Peer-Reviewed Journals at the European and World Levels 1996-2013](http://science-metrix.com/sites/default/files/science-metrix/publications/d_1.8_sm_ec_dg-rtd_proportion_oa_1996-2013_v11p.pdf) (European Commission, 2014).

* [Disrupting the subscription journals’ business model for the necessary large-scale transformation to open access](http://pubman.mpdl.mpg.de/pubman/faces/viewItemOverviewPage.jsp?itemId=escidoc:2148961) (Schimmer et al., 2015).

* [Hybrid open access—A longitudinal study](https://www.sciencedirect.com/science/article/pii/S1751157716301523?via%3Dihub) (Laakso and Bjork, 2016).

* [Point of View: How open science helps researchers succeed](https://elifesciences.org/articles/16800) (McKiernan et al., 2016).

* [Converting scholarly journals to Open Access: A review of approaches and experiences](https://dash.harvard.edu/handle/1/27803834) (Solomon et al., 2016).

* [The academic, economic and societal impacts of Open Access: an evidence-based review](https://f1000research.com/articles/5-632/v3) (Tennant et al., 2016).

* [Open Access policies and Science Europe: State of play](https://content.iospress.com/articles/information-services-and-use/isu839) (Crowfoot, 2017).

* [Gold Open Access Publishing in Mega-Journals: Developing Countries Pay the Price of Western Premium Academic Output](https://research.vu.nl/ws/files/41184625/2017ellerscrowther_harvey_Gold_Open_Access_Publishing_in_Mega_Journals.pdf) (Ellers et al., 2017).

* [Looking into Pandora's Box: The Content of Sci-Hub and its Usage](https://f1000research.com/articles/6-541/v1) (Greshake, 2017).

* [On the origin of nonequivalent states: How we can talk about preprints](https://f1000research.com/articles/6-608/v1) (Neylon et al., 2017).

* [Open Access and OER in Latin America: A survey of the policy landscape in Chile, Colombia and Uruguay](https://zenodo.org/record/1094840#.WoAX4SXwaM9) (Toledo, 2017).

* [Africa's contribution to the global open access literature](http://www.suaire.sua.ac.tz:8080/xmlui/handle/123456789/2656) (Chirwa and Sife, 2018).

* [Research: Sci-Hub provides access to nearly all scholarly literature](https://elifesciences.org/articles/32822) (Himmelstein et al., 2018).

* [Cultural, ideological and practical barriers to open access adoption within the UK Academy: an ethnographically framed examination](https://insights.uksg.org/articles/10.1629/uksg.400/) (Johnson, 2018).

* [Converting the Literature of a Scientific Field to Open Access Through Global Collaboration: the Experience of SCOAP3 in Particle Physics](https://www.preprints.org/manuscript/201802.0149/v1) (Kohls and Mele, 2018).

* [Open Access Initiatives and Networking in the Global South](https://zenodo.org/record/1176573#.Wpf28WrwaM_) (Kuchma, 2018).

* [Open access monitoring and business model in Latin America and Middle East: a comparative study based on DOAJ data and criteria](http://library.ifla.org/2126/) (Lujano and Khalifa, 2018).

* [The State of OA: A large-scale analysis of the prevalence and impact of Open Access articles](https://peerj.com/articles/4375/) (Piwowar et al., 2018).

* [On the value of preprints: an early career researcher perspective](https://peerj.com/preprints/27400/) [Sarabipour et al., 2018].

* [Discipline-specific open access publishing practices and barriers to change: an evidence-based review](https://f1000research.com/articles/7-1925/v1) (Severin et al., 2018).

* [Authorial and institutional stratification in open access publishing: the case of global health research](https://peerj.com/articles/4269/) (Siler et al., 2018).

* [The evolving preprint landscape: Introductory report for the Knowledge Exchange working group on preprints](https://osf.io/preprints/bitss/796tu/) (Tennant et al., 2018).

* [Who is pirating medical literature? A bibliometric review of 28 million Sci-Hub downloads](https://www.thelancet.com/journals/langlo/article/PIIS2214-109X(18)30388-7/fulltext) (Till et al., 2018).


**Key posts**

* [Good practices for university open-access policies](https://cyber.harvard.edu/hoap/Good_practices_for_university_open-access_policies), Harvard University, 2017.

* [Why CC-BY?](https://oaspa.org/why-cc-by/), OASPA.

* [Open Access Policy concerning UNESCO publications](http://www.unesco.org/new/fileadmin/MULTIMEDIA/HQ/ERI/pdf/oa_policy_rev2.pdf), UNESCO.

* [A genealogy of open access: negotiations between openness and access to research](http://journals.openedition.org/rfsic/3220), Samuel Moore.

* [Annoucing Direct2AAM: Helping authors find author accepted manuscripts](https://blog.openaccessbutton.org/announcing-direct2aam-helping-authors-find-author-accepted-manuscripts-f71462a68d1a), Open Access Button.

* [Open access and development: Research findings](http://blogs.worldbank.org/voices/open-order-end-extreme-poverty-open-access-and-development-research-findings), Elisa Liberatori Prati.

* [DOAJ APC information as of Jan 31, 2018](https://sustainingknowledgecommons.org/2018/02/06/doaj-apc-information-as-of-jan-31-2018/), Heather Morrison.

* [Open access policies and mandates around the globe](https://www.editage.com/insights/open-access-policies-and-mandates-around-the-globe?utm_source=twitter&utm_medium=referral&utm_campaign=OpenAccessWeek), Jayashree Rajagopalan.

* [Getting Scientists Ready for Open Access: The Approaches of Forschungszentrum Julich](http://www.mdpi.com/2304-6775/6/2/24/htm), Thomas Arndt and Claudia Frick.

* [Plan S and cOALition S](https://www.scienceeurope.org/coalition-s/).

* [Sharing new educational resources on open licensing for preprints](http://asapbio.org/new-licensing-resources), Jessic Polka, Donna Okubo, Tim Vollmer.

**Other**

* [OpenDOAR](http://www.opendoar.org/) (Directory of Open Access Repositories) and the [Registry of Open Access Repository Mandates and Policies](http://roarmap.eprints.org/) (ROARMAP).

* [UK Scholarly Communications Licence and model policy](http://ukscl.ac.uk/) (UKSCL).

* [Directory of Open Access Books](http://www.doab.org/) (DOAB).

* [Knowledge Unlatched](http://www.knowledgeunlatched.org/).

* [Compact on Open-Access Publishing Equity](http://www.oacompact.org/).

* [Quality Open Access Market](https://www.qoam.eu/).

* [Scientific Electronic Library Online](http://www.scielo.org/php/index.php?lang=en), SciELO.

* [SCOAP3](https://scoap3.org/) - Sponsoring Consortium for Open Access Publishing in Particle Physics.

* [SPARC article and data sharing requirements by federal agency](http://researchsharing.sparcopen.org/).

* [Open APC initiative](https://treemaps.intact-project.org/), information on fees paid for OA journal articles by universities and research institutions under an Open Database License.

* [Free Journal Network](http://freejournals.org/).

* [Information Note: Towards a Horizon 2020 platform for Open Access](https://ec.europa.eu/research/openscience/pdf/information_note_platform_public.pdf), European Commission.

* [Declarations in Support of Open Access](http://oad.simmons.edu/oadwiki/Declarations_in_support_of_OA) - the Open Access Directory.

* The [Budapest Open Access Initiative](http://www.budapestopenaccessinitiative.org/).

* [HRCAK](https://hrcak.srce.hr/?lang=en) Repository of the Croatian OA journals.

* [COPE preprints discussion document](https://publicationethics.org/files/COPE_DD_A4_Preprints_Mar18_AW.pdf).

2. Design learner activities with clear instructions
- Task 1: Find a way to make all of your research papers legally freely available
- Task 2:
- Quiz:

3. Find resources (video, illustrations, screencasts, podcasts, assignments, quizzes, presentations)
-

4. Write concise, engaging video (and audio) scripts
-

5. Review all learning resources, adjusting as needed
-

6. Finalise all scripts
-

7. Copyright strategy
-
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# Module 5: Recording and editing

1. Record either on location, online, or within studio
2. Preference to non-'floating head' styles
3. Edit all audio/visual material

## Confirmed participants:

* Eva Lantsoght
* Cooper Smout
* Erzsebet Toth-Czifra
* Ashley Farley
* Dasapta Erwin Irawan
* Justin Sègbédji Ahinon

## Script

See [Script](script_intro.md) for details.

For further information, please see the [video management protocol](https://github.com/OpenScienceMOOC/Module-5-Open-Research-Software-and-Open-Source/blob/master/production_toolkit/Video_management_protocol.md) and the information on how to [write a script](https://github.com/OpenScienceMOOC/Module-5-Open-Research-Software-and-Open-Source/blob/master/production_toolkit/Writing_a_script.md).

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---
output:
html_document: default
pdf_document: default
---
# Module 6: Open Access to Research Papers

*Estimated time to complete: XX minutes*

*Estimated saving time: A lot*

## Table of Contents

- [Introduction](#introduction)




## Introduction <a name="introduction"></a>


<br/>

### Who is this module for? <a name="who_for"></a>



**Know a way this content can be improved?**

Time to take your new GitHub skills for a test-run! All content development primarily happens [here](https://github.com/OpenScienceMOOC/Module-1-Open-Principles/blob/master/content_development/MAIN.md). If you have a suggested improvement to the content, layout, or anything else, you can make it and then it will automatically become part of the MOOC content after verification from a moderator!

[![CC0 Public Domain Dedication](https://img.shields.io/badge/License-CC0%201.0-lightgrey.svg)](https://creativecommons.org/publicdomain/zero/1.0/)
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