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Jarkko SIREN – Project Officer REA, Unit B3 Inclusive, Innovative and Reflective Societies 2020 Societies Brokerage event Bratislava, 13 November 2019 Open Acces to Publications and Research data in H2020 – a Walk-through
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Page 1: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Jarkko SIREN – Project Officer REA, Unit B3

Inclusive, Innovative and Reflective Societies

2020 Societies Brokerage event

Bratislava, 13 November 2019

Open Acces to Publications and Research data in H2020 – a Walk-through

Page 2: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

This presentation is not about

• H2020 OA rules (GA Arts. 29.2 and 29.3) • Defining Open Access • Enforcement of OA rules

Page 3: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

What is this presentation about?

Open Access to scientific information

Peer reviewed scientific

publications Research data

See Horizon 2020 Online Manual on Open Access: http://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/open-access-data-management/open-access_en.htm

Page 4: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Summary

• Proposal!!! • Grant Agreement Preparation • Project lifetime • After end of the project

Page 5: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Proposal writing: some facts

Page 6: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Evaluation criteria

• Impact criterion: Effectiveness of the proposed measures to • disseminate the project • manage research data where relevant

Page 7: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Evaluators

• Researcher’s attitudes are fairly positive on OA

• Non-academic experts even more positive

Page 8: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Proposal template

• “Include measures to provide open access to peer-reviewed scientific publications”

• Important: Participation in the Open Research Data Pilot is not part of the project evaluation.

• In other words, proposals will not be penalised for opting out.

Page 9: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Guidance

• H2020 Online manual • https://ec.europa.eu/research/participants/docs/

h2020-funding-guide/cross-cutting-issues/open-access-dissemination_en.htm

• If you opt out from the Open Research Data Pilot, a valid justification is needed (risk of “opt-in” later on)

Page 10: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Guidance

• No fully developed DMP, but data policy addressing the following issues: • Standards • How will data be exploited &/or shared/made

accessible for verification & reuse? If data cannot be made available, why not?

• How will data be curated & preserved? • Resource and budgetary planning for data

management • Include a deliverable for an initial DMP at month

6 at the latest

Page 11: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Proposal and Green OA (1)

Find out which subscription publications are H2020 compliant (SSH: 12 months embargo allowed)

Page 12: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Proposal and Green OA (2) Check your favourite journals’ OA conditions on

journal website or SHERPA/RoMEO database: http://sherpa.ac.uk/romeo/index.php)

Page 13: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed
Page 14: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Proposal and Gold OA

Find other journals in the field at DOAJ doaj.org or QOAM www.qoam.eu

Check OA fees to prepare a budget estimation, but o Green OA is free of charge

o Some OA journals don’t charge publishing fees

Page 15: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Proposal and long text formats etc.

OA not mandatory but strongly recommended

OA fees normally eligible (if general criteria fulfilled)

Often higher visibility due to wider access (more citations)

Your choice should be consistent with your overall dissemination strategy

Page 16: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

FAIR principles

Page 17: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Proposal and research data

Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed as necessary

Data management fees normally eligible (if general criteria fulfilled)

Include a DMP deliverable in the planning at month 6

Engage research data management expertise from the beginning

Page 18: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Research data links

• Registery of Research Data Repositories: http://www.re3data.org/

• H2020 Online Manual on Data Management: http://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/open-access-dissemination_en.htm (DMP template)

• Digital Curation Centre Online DMP tool: https://dmponline.dcc.ac.uk/

Page 19: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

GAP stage, Project lifetime and afterwards

Page 20: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

GAP stage: What to expect

You will be reminded that full OA to peer-reviewed journal articles is mandatory

You might need to justify opting out from the ORD pilot o flexibility makes opt-out unnecessary in almost all cases

DMP deliverable at month 6

Page 21: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Project lifetime tips

Report your publications asap: avoid problems

Don't sign publishing agreements contrary to the GA

Find repositories for publications and data (self-archiving mandatory) o Publications: Registry of Open Access Repositories:

roar.eprints.org

o Data: Registery of Research Data Repositories www.re3data.org

o Researchgate or Dropbox are not valid repositories in H2020

Page 22: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

After end of the project

Report your publications asap: avoid problems

Don't sign publishing agreements contrary to the GA

Page 23: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

Questions?

Thank you for listening!

Page 24: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

• Are APCs eligible costs? • https://ec.europa.eu/research/participants/portal/

desktop/en/support/faqs/faq-8293.html

Sample FAQ1

Page 25: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

• What is a repository for scientific publications? • https://ec.europa.eu/research/participants/portal/

desktop/en/support/faqs/faq-8289.html

Sample FAQ2

Page 26: Open Acces to Publications and Research data in H2020 – a ... · Proposal and research data Not all data needs to be OA even in the ORD pilot o “As open as possible, as closed

• What should be planned in terms of agreements with publishers in view of complying with open access obligations? • https://ec.europa.eu/research/participants/portal/

desktop/en/support/faqs/faq-8296.html

Sample FAQ3


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