PUBLIC_EOSCpilot Policy toolkit (D3.5)
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1
Tool nameDescription
(What does it do? Which open science area does it
support?)
Developed by
(name of developing organisation(s)
or individual(s))
Development stage
(concept / pilot /
operational service)
Country or regional area
(If the tool is designed for /
used in a specific region)
Element of Open Science
(Which element/area of open science is addressed? E.g. open access policies, research data, software, licensing)
Focus
(Which challenge/aspect of open science does the approach focus on? E.g. standardisation of policies, FAIR data, machine-readbile policy frameworks.)
Scientific discipline
(In case the tool is for a specific
discipline, e.g.
neuropsychology)
Stakeholder users
(i.e. RPOs = Research Producing Organisations, RIs = Research Infrastructures, funders / ministries)
Main intended user group
(e.g. researchers, research managers, librarians, data stewards, repository managers, policy makers, funder representative, private/commercial funders, funding officers, publisher representatives, other)
Relevant EOSC policy area respective to the EOSCpilot Policy recommendations subject area (i.e. Open Science/ Open Scholarship, Procurement, Ethics and Data Protection)Relevant Open Science Monitor TargetsDirect utility for Open Science Monitor
(Could the tool produce any data which could potentially support the OSM?)
Use case category
(Policy development vs. policy implementation: Is the tool useful for policy development or policy implementation?)
Type of toolRelevant research output
(article, data, software, services, workflows)
2
A design framework and exemplar metrics for FAIRness.
This paper proposes a general framework and early stage indicators to measure the FAIRness of data.
Mark D. Wilkinson; Susanna-Assunta Sansone; Erik Schultes; Peter Doorn; Luiz Olavo Bonino da Silva Santos; Michel Dumontier
conceptinternational
research data; FAIR data
FAIR data
multi-disciplinary
RPOs; funders ministries; RIs
data stewards; funder representatives; research managers
Open Science/ Open Scholarship
FAIRness (Policy Compliance)
No
Policy implementation
FAIR implementation
data
3
ADA-M Automatable Discovery and Access Matrix
The Automatable Discovery and Access Matrix (ADA-M) provides a standardized way to unambiguously represent the conditions related to data discovery and access. By adopting ADA-M, data custodians can generally describe what their data are (the Header section), who can access them (the Permissions section), terms related to their use (the Terms section), and special conditions (the Meta-Conditions). By doing so, data custodians can participate in data sharing and collaboration by making meta information about their data computer-readable and hence directly available for digital communication, searching and automation activities.
GA4GH - Global Alliance for Genomics & Health
IRDiRC - International Rare Disease Research Consortium
Pilotinternational
OA policies; open research data; data sharing
policy standardisation; data sharing
Health and genomic data exchange
RPOsresearchers
Open Science/ Open Scholarship
Findability; Accessibility
No
Policy implementation
(Meta-)Data framework
data
4
APCDOI
This is a python program where users can enter a list of DOIs in a csv file to find out what journal articles are Gold or Hybrid open access and how much the APC for each of these articles are. The program makes use of the Unpaywall API and a JSON file of Article Proccessing Charges (APCs).
Ryan Regieroperationalinternational
OA policies; licensing
open access; cost of publishing; article processing charges
multi-disciplinary
RPOs; funders / ministries
researchers; research managers; librarians; funder representatives; data stewards
Open Science/ Open Scholarship (Procurement)
Openness/ OA costs
Yes
Policy implementation
OA publication cost
articles
5
B2SAFE - Data Manager Policy Tool
The Data Policy Manager (DPM) is a tool that provides data policy management functionality. It can be used by: data managers to define data policies, store and share them with the data service providers, who will enforce them; service integrators to integrate a third-party service with the DPM relying on the XML DB API; B2SAFE service administrators to get an overview of the policies defined by a community data manager ,
EUDAT projectoperational
international; EU
research data; research data management
policy development; policy compatibility
multi-disciplinary
RPOs; RIs
research managers; policy makers; repository managers; data stewards
Open Science/ Open Scholarship
Policy Readiness; Policy Adoption
Yes
Policy development
Policy guidance; Implementation guidance
data
6
Budapest Open Access Initiative
The Budapest Open Access Initiative (BOAI) is a declaration of principles on open access to research literature, first released on 14th February 2002. The declaration lists a series of high-level policy principles to implement Open Access. The declaration has been supplemented by a series of resources, including guides and handbooks, to facilitate the adoption of its principles: http://www.budapestopenaccessinitiative.org/resources
Open Society Foundation
operationalinternationalopen access
open access; self-archiving
multi-disciplinary
RPOs; RIs; funders / ministries
researchers; research managers; repository managers; policy makers; funder representative; private/commercial funders; funding officers; publisher representatives
Open Science/ Open Scholarship
Skills/TrainingNo
Policy development
Policy guidancearticles
7
CERIF description of Open Access policies
The paper describes a metadata model for a CERIF-based description of Open Access policies. The model can be used, e.g. by journals or funders, to express and represent key elements of Open Access policies with consistent language.
PASTEUR4OA project
conceptinternationalOA policies
OA policies; policy development; standardisation of policies
multi-disciplinary
RPOs; funders / ministries
funder representatives; research managers; policy makers; content provider representatives
Open Science/ Open Scholarship
Policy Compliance
No
Policy development
Technical guidelines
articles
8
Choose a licence
Choose a licence is a website, developed by GitHub, which helps users to select an appropriate licence for their project outputs. The service has been primarily designed for software projects, hence listing mostly open source software licences. However, for non-software projects, some selected licences are covered as well.
GitHuboperationalinternational
licencing; intellectual property rights
licencing; intellectual property rights
multi-disciplinary
RPOs; funders / ministries
research managers; researchers; policy makers
Open Science/ Open Scholarship
Openness; Reusability
No
Policy implementation
Implementation guidance
software
9
CoreTrustSeal
The CoreTrustSeal offers data repositories a core level certification based on the DSA-WDS Core Trustworthy Data Repositories Requirements catalogue and procedures. Certification requires compliance with 16 requirements, which together aim to ensure that repositories provide a reliable, secure service which promotes the availability and reuse of data.
ICSU World Data System (WDS) / Data Seal of Approval (DSA)
operationalinternationalresearch data
research data management; trustworthiness; long term preservation
multi-disciplinary
RPOs
data stewards; repository managers
Open Science/ Open Scholarship
Trustworthiness/Repository Certification
Yes
Policy development
Quality assurance
services
10
Data Fairport
Dutch Techcentre for Life Sciences, DTLS' Data Fairport is an interoperability platform that allows data owners to publish their (meta)data and allows data users to search for and access data (subject to licenses). Data Fairport is based on four tools: FAIRifier and Metadata Editor (to create FAIR data); FAIR Data Point (to publish data); FAIR Search Engine (to find data); and ORKA (to annotate data).
DANS / SURFsara
operationalinternational
research data; data management; discoverability
FAIR data
multi-disciplinary
RPOs; RIs
data stewards; researchers; research managers
Open Science/ Open Scholarship
FAIRnessYes
Policy implementation
FAIR implementation
data
11
Data Stewardship Wizard
A wizard with questions based on the DS Knowledge Model covering all stages of the lifecycle that is intended for use by data stewards. Topics covered are: Design of experiment, Data Design and Planning, Data Capture/ Measurement, Data Processing and Curation, Data integration, Data interpretation, Information and insight.
Collaborative project run among others by DTL and ELIXIR nodes
conceptinternational
research data; data management
FAIR; data management plannig
multi-disciplinary
RPOs; RIs
researchers; data stewards
Open Science/ Open Scholarship
No
Policy implementation
Implementation guidance
data
12
DMP OPIDoR
DMP OPIDoR is a tool to help users write data management plans. The tool includes a number of templates that represent the requirements of different funders and institutions. To determine the appropriate template for display, users are asked three questions. DMP OPIDoR is based on the open source DMPRoadmap codebase, which is jointly developped by the Digital Curation Centre and the University of California Curation Center.
Digital Curation Centre (DCC); University of California Curation Center (UC3).
operational
international; France
research data; data management
research data management; policy development
multi-disciplinary
RPOs; RIs
research managers; repository managers; policy makers
Open Science/ Open Scholarship
Policy Compliance
Yes
Policy implementation
Compliance support
data
13
DMPOnline
DMPonline helps users to create, review, and share data management plans to meet various institutional and funder requirements. DMPOnline asks users three questions to select the appropriate DMP templates to display (e.g. the ESRC template when applying for an ESRC grant). Additional guidance, structured by research funders, universities and disciplines, is provided to help users determine specific data management questions.
Digital Curation Centre
operationalinternationalresearch data
research data management; data management plans
multi-disciplinary
RPOs
researchers; research managers; policy makers
Open Science/ Open Scholarship
Policy Compliance
Yes
Policy implementation
Compliance support
data
14
FAIR Data Advanced Use Cases: from principles to practice in the Netherlands
This report presents use cases and expertise on the implementation of FAIR data policy in the Netherlands. The six use cases included in this report describe developments in FAIR data, and different approaches taken, within different scientific domains and insitutions. In particular, the report illustrates the move from principles to policy and the development of standards for creating, processing, saving, and using FAIR data.
SURFsaraoperational
Netherlands; international
research data
FAIR data; data management; policy development
multi-disciplinary
RPOs
research managers; policy makers; repository managers
Open Science/ Open Scholarship
Policy Readiness; Policy Adoption
No
Policy development
FAIR implementation
data
15
FAIR-TLC: Metrics to Assess Value of Biomedical Digital Repositories: Response to RFI NOT-OD-16-133
The paper applies the FAIR principles to the evaluation of the value, utility, and impact of biomedical digital repositories. For each FAIR element, it provides detailed metrics which can be used to evaluate digital repositories. Additionally, three more elements with respective metrics are introduced to complement the FAIR framework: traceability, licensure, and connectedness.
Melissa Haendel (OHSU); Andrew Scru (Scripps Research Institute); Julie McMurry (OHSU)
conceptUS
discoverability; data management; repository quality
FAIRness; repository management
biomedical science
RPOs; funders / ministries
repository managers; researchers; research managers
Open Science/ Open Scholarship
FAIRnessNo
Policy implementation
FAIR implementation
data
16
FAIRsharing Policies
A catalogue of data preservation, management and sharing policies from international funding agencies, regulators and journals. Provides standardised high-level information on individual policies, e.g. applicable scientific domain, issuance date, issuing organisation, standards and databases, conditions of use, support/contact information.
University of Oxford e-Research Centre
operationalinternationalOA policies
comparison of policies; policy compatibility
multi-disciplinary
RPOs; RIs; funders / ministries
research managers; researchers; funders
Open Science/ Open Scholarship
Policy Adoption; Policy Compliance
Yes
Policy implementation
Policy surveydata
17
FORCE11 Decision Trees
The FORCE11 Decision Trees are a technical decision-support framework which can be used to help users make decisions on how to comply with different Open Science principles and requirements. Decision trees model core aspects of a policy into a successive set of questions through which users can determine whether they - or how to - comply with a given policy. Decision trees effectively help to translate human readable policies into a workflow which is also machine actionable.
FORCE11conceptinternational
open science policies
machine-actionability of policies
multi-disciplinary
RPOs; funders / ministries
research managers; data stewards; policy makers
Open Science/ Open Scholarship
Policy Compliance (Policy Readiness)
Yes
Policy implementation
Implementation guidance
other
18
FORCE11: Guiding principles for findable, accessible. interoperable and re-usable data publishing version B1.0
The guiding principles on FAIR data provide a general guide to FAIRness of data (i.e. not a “specification” with specific implementation choices). The Guiding Principles are meant to guide implementers of FAIR data environments in checking whether their particular implementation choices are indeed effective in achieving FAIRness goals.
FORCE11operationalinternational
research data; FAIR data
FAIR data; research data management; policy development
multi-disciplinary
RPOs; funders / ministries
data stewards; policy makers; funder representatives; research managers
Open Science/ Open Scholarship
FAIRness; Policy Compliance
No
Policy development
FAIR implementation
data
19
FOSTER Open Science Resources
The FOSTER Open Science Resources collection lists a variety of resources and information about Open Science structured by the FOSTER taxonomy. This includes tools which can be used to implement Open Science as well as training resources. Additionally, the collection also lists resources such as presentations and publications.
FOSTER projectoperational
international; EU
OA policies; research data; data management; reproducibility of Open Science
open data; open access; reproducibility; policies
multi-disciplinary
RPOs; RIs; funders / ministries
research managers; librarians; data stewards; repository managers; policy makers; funder representatives; researchers; others
Open Science/ Open Scholarship
Skills/TrainingYes
Policy implementation; policy development
Implementation guidance; policy guidance
articles; data; workflows
20
Framework for Discipline-specific Research Data Management
The document provides a generic framework and guidance for the implementation discipline-specific research data management plans as well as domain data protocols. Short case studies explore how different research communities could approach their implementation.
Science Europeconceptinternational
research data; FAIR data; data management; intellectual property rights
research data management; FAIR data; intellectual property rights
multi-disciplinary
RPOs; RIs; funders / ministries
data stewards; research managers; research community representatives; funder representatives
Open Science/ Open Scholarship
FAIRnessNo
Policy Implementation
Implementation guidance
data
21
HowOpenIsIt? A Guide for Evaluating the Openness of Journals
The HowOpenIsIt? Open Access Guide standardizes Open Access terminology. It provides a means to identify the core components of open access and how they are implemented in journal policies along the spectrum from "Closed Access" to “Open Access”. The Guide consolidates the key elements of journal policies into a single framework to assess how open journals are in detail. The Open Access Spectrum Evaluation Tool (http://oaspectrum.org/) provides an implementation of the Open Access Guide.
SPARCoperationalinternational
open access policies; licensing
open access; policy standardisation; journals
multi-disciplinary
RPOs
research managers; researchers; funders; policy makers
Open Science/ Open Scholarship
Openness/ OA costs; Openess/ licenses; Trustworthiness/ Archiving; Interoperability
No
Policy development
Policy guidancearticles
22
HowOpenIsIt? Guide to Research Funder Policies
HowOpenIsIt? is a policy development guide to help funders establish criteria for the level of open access required for their policies and mandates. For example, should the policy require unrestricted reuse right? Should authors be allowed to repost any version of their articles in institutional and subject repositories? HowOpenIsIt? provides a mechanism to prioritise the key pillars of funders’ open access policies.
ORFG - Open Research Funders Group
operationalinternationalOA policies
open access; policy development
multi-disciplinary
funders / ministries
funders
Open Science/ Open Scholarship
Openness/ OA costs; Openess/ licenses; Accessibility; Reusability
No
Policy development
Policy guidancearticles
23
Kopernio
Kopernio is a browser plug-in to facilitate the discovery of and access of open access journal publications. The tool integrates with Google Scholar and PubMed.
Note that Kopernio has recently been acquired by Clarivate Analytics.
Kopernio Limited
operationalinternationalopen acess
open access; identifying free journals
muti-disciplinary
RPOsresearchersYes
Policy implementation
OA publication discovery
articles
24
LEARN Toolkit of Best Practice for Research Data Management
The LEARN Toolkit for Research Data Management provides a set of case studies on best practices, advocacy strategies (eg. to communicate issues to institutional leadership), policy development, and implementation issues. It also provides a model policy template for RDM.
LEARN projectpilot
international; EU
research data; data management; data management policies
FAIR data; research data management; policy development
multi-disciplinary
RPOs; RIs; funders / ministries
research managers; repository managers; policy makers; funder representatives
Open Science/ Open Scholarship (Procurement, Data Protection, Ethics)
Policy Adoption; Policy Compliance
No
Policy development
Policy guidancedata
25
Metrics Toolkit
The Metrics Toolkit provides an overview and assists users in the selection of appropriate metrics to assess research impact claims. The toolkit lists metrics, mainly altmetrics, which can be used for a variety of disciplines and impact types.
Robin Champieux; Heather Coates; Stacy Konkiel
operationalinternational
research impact; evaluation
research impact; impact metrics
multi-disciplinary
RPOs
researchers; research managers; publisher representatives
Open Science/ Open Scholarship
Research Impact (Research Impact / Excellence)
Yes
Policy implementation
Impact measurement
other
26
Monitor Local
Monitor Local is a cloud based, customised solution for institutions to record data relating to the publication of Open Access outputs by their academics, including ‘Gold’ and ‘Green’ publication routes. The resulting data can be used in particular for reporting on Open Access costs and funder policy compliance. Monitor Local’s integrations with other systems such as KB+ help to keep track of compliance issues, such as licence and funder policy.
JiscoperationalUK
OA policies; OA funder policies
reporting; policy compliance
multi-disciplinary
RPOs; funders / ministries
research managers; repository managers;
Open Science/ Open Scholarship
Openness/ OA costs; Policy Compliance
Yes
Policy implementation
Compliance support
articles
27
Monitor UK
Monitor UK is a service to help UK institutions benchmark their spend on article processing charges at a national level. The information helps insitutional users to understand average article processing charge values across UK publishers and institutions. This information can be useful to institutions e.g. to optimise their own expenditure on article processing charges while ensuring compliance with funder's open access requirements.
JiscoperationalUKopen access
open access; cost of publishing; article processing charges
multi-disciplinary
RPOs
repository managers; librarians; research managers; policy makers
Open Science/ Open Scholarship
Openness/ OA costs; Policy Compliance
Yes
Policy implementation
OA publication cost
articles
28
NARCIS - National Academic Research and Collaborations Information System
NARCIS provides access to scientific information, including (open access) publications from the repositories of all Dutch universities, KNAW (Royal Academy of Arts and Sciences in the Netherlands), NWO (Netherlands Organisation for Scientific Research) and a number of research institutes. NARCIS provides furthermore datasets from some data archives as well as descriptions of research projects, researchers and research institutes. NARCIS monitors and publishes summary statistics on these publication activities.
Data Archiving and Networked Services (DANS)
operationalNetherlands
research practice; open access policies
open access practice
multi-disciplinary
RPOs; funders / ministries
funder representatives; librarians
Open Science/ Open Scholarship
Policy Compliance
Yes
Policy implementation
Implementation monitor
articles; data
29
Open Access Spectrum Evaluation Tool
The Open Access Spectrum Evaluation tool is an implementation of the HowOpenIsIt Open Access Guide for journals (https://sparcopen.org/our-work/howopenisit/). The tool scores journals' degrees of openness with regards to different policy aspects, automatic posting (ie. dissemination), and machine readaibility. The tool offers a quantifiable, transparent mechanism to analyze publications' policies.
SPARCoperationalinternationalOA policies
OA policies; machine readability of journal articles
multi-disciplinary
RPOs; RIs; funders / ministries
researchers; librarians; policy makers; funder representatives
Open Science/ Open Scholarship
Open Access; Interoperability
Yes
Policy implementation
Policy surveyarticles
30
Open Access Toolkit
The Open Access Toolkit of the University of Western Australia provides comprehensive information and an institutional step-by-step guide to help researchers and research managers navigate the procedures and requirements for open access. This includes general information on open access and different funder mandates, as well as procedural guidance on publishing in open access journals, open data, and the institutional repository.
University of Western Australia
operationalAustralia
open acess; research data
open access; open data; funder policies
multi-disciplinary
RPOs
researchers; research managers; repository managers
Open Science/ Open Scholarship
Policy Compliance
No
Policy implementation
Implementation guidance
articles
31
Open Peer Review protocol
The Open Peer Review protocol describes the general conditions and a workflow for the open peer review of published and unpublished articles in any article repository which supports open peer review.
OpenScholar.org.uk
conceptinternational
open peer review
peer review
multi-disciplinary
RPOs
repository managers; researchers; research managers
Open Science/ Open Scholarship
Open Collaboration
No
Policy implementation
Implementation guidance
articles
32
Open Science and Research Handbook
The Open Science and Research Handbook, published by the Finnish Ministry of Education and Culture, provides guidance for researchers, research organisations, decision-makers, financiers, and the general public to adopt open science and research. The handbook provides specific strategic and implementation-oriented guidance for the different user communities on how to promote open science.
Finnish Ministry of Education and Culture
operationalFinland
open culture; data management; methods; services and infrastructure
open science; implementation of open science
multi-disciplinary
RPOs; RIs; funders / ministries
research managers; researchers; policy makers; funder representatives; data stewards
Open Science/ Open Scholarship
Skills/TrainingNo
Policy implementation
Implementation guidance
other
33
Open Science Monitor
The Open Science Monitor monitors trends and provides statistics on open access to publications, open research data, and collaborative research. It covers EU member states and selected associated countries, tracking trends across various disciplines. The Open Science Monitor aims to provide data and insight to understand the development of open science in Europe and gather the most relevant and timely indicators on the development of open science in Europe and other global partner countries.
European Commission
operational
EU; international
research practice; data management; open science policies
open science practice
multi-disciplinary
RPOs; funders / ministries
policy makers; funder representatives
Open Science/ Open Scholarship
Openness; Reusability (FAIRness)
Yes
Policy implementation
Implementation monitor
data; articles
34
OpenAccessButton
OpenAccessButton is a search engine through which users can find the open access versions of journal articles. It sources data from the following resources: Unpaywall Data, Share, CORE, OpenAIRE, Dissem.in, Europe PMC, and BASE.
Joe McArthur; Marc McGillivray; Natalia Norori
operationalinternationalopen acess
open access; identifying free journals
muti-disciplinary
RPOsresearchersYes
Policy implementation
OA publication discovery
articles
35
OpenAIRE Guidelines
The OpenAIRE Guidelines help repository managers expose publications, datasets and CRIS metadata via the OAI-PMH protocol in order to integrate with OpenAIRE infrastructure. Three guidelines exist for publication repositories, data archives and CRIS systems (based on CERIF-XML). The guidelines specifically provide guidance on how to specify access rights, funding information, and related publication and datasets.
OpenAIREoperational
EU; international
OA policies; OA repositories
interoperability of repositories
muti-disciplinary
RPOs; funders / ministries; RIs
repository managers; librarians; research managers
Open Science/ Open Scholarship
Findability; Accessibility; Interoperability
Yes
Policy implementation
Technical guidelines
articles; data
36
OpenAIRE Repository Validator
The OpenAIRE services helps repository managers to validate their repository/journal and register it into the OpenAIRE network. The tool works for publication repositories, journals, aggregators, as well as data archives/repositories.
OpenAIREoperational
EU; international
OA policies; OA repositories
interoperability of repositories
muti-disciplinary
RPOs; RIs
repository managers; librarians; research managers
Open Science/ Open Scholarship
Trustworthiness/ Archiving; Policy Compliance (Policy Readiness)
Yes
Policy implementation
Compliance support
articles; data
37
OpenDOAR
OpenDOAR is the quality-assured global directory of academic open access repositories. It enables the identification, browsing and search for repositories, based on a range of features, such as location, software or type of material held. It also enables repository administrators and service providers to share best practice and improve the quality of the repository infrastructure. Furthermore, OpenDOAR's policy tool helps repository adminstrators to formulate and/or present their repository's policies based on current industry standards.
JiscoperationalinternationalOA policies
policy development; policy standardisation; repository
multi-disciplinary
RPOs; RIs
repository managers; policy makers
Open Science/ Open Scholarship
Findability; Trustworthiness/ Archiving; Policy Compliance
Yes
Policy implementation; policy development
Repository discovery
articles
38
OpenUpHub
OpenUp Hub is a collaborative community platform to capture, organize and categorize research outcomes, best practices, tools and guidelines. The platform lists materials to support the transition to open science, structured into three phases of the research cycle: review, dissemination, and assessment. It provides a toolbox of tailored-made solutions and trainings, an observatory that senses the community pulse, a blog and a Q&A forum to promote the two-way communication and a calendar to share information about events.
OpenUpHub project
operational
EU; international
research practice; open culture
open science practice; implementation of open science; dissemination
muti-disciplinary
RPOs; RIs; funders / ministries
researchers; research managers; librarians; data stewards; repository managers; policy makers; funder representative; publisher representatives
Open Science/ Open Scholarship
Policy Readiness
No
Policy implementation
Implementation guidance
workflows
39
OSF Toolkit for Digital Scholarship Support
The OSF Toolkit for Digital Scholarship Support is a collection of resources developed as part of the Center for Open Science's Open Science Framework. Librarians, archivists, and other information specialists can use the toolkit to retrieve information and guidance on how to implement Open Science services at their institutions/libraries. The toolkit covers resources for working with researchers; scripts and code; presentations, workshops and outreach materials; and success stories on partnering across research services.
Center for Open Science / George Washington University
operational
international; US
open access policies; research data
data management; open access; collaboration
multi-disciplinary
RPOs
librarians; data stewards; repository managers; research support staff
Open Science/ Open Scholarship
Open Collaboration
No
Policy implementation
Implementation guidance
services
40
Parthenos Policy Wizard
The policy finder tool has been designed to support users in finding relevant FAIR data policies. The tool is primarily designed for research communities, digital repositories, and cultural heritage institutions in archaeology, history, language studies, and social sciences.
PARTHENOS project
operationalEU
research data; research data management
FAIR data
archaeology; social sciences; history; language studies
RPOs; funders / ministries
research communities; repository managers; librarians; cultural heritage institutions
Open Science/ Open Scholarship
Policy Compliance
Yes
Policy implementation
Policy surveydata
41
PASTEUR4OA
General toolkit for Research Funders and Research Performing Organisations grouping the materials considered essential to policy makers to allow them to understand the basic concepts around Open Access. Includes Model Policy Templates for each stakeholder category.
PASTEUR4OA project
Pilot
international; EU
OA policies
open access; policy development
muti-disciplinary
RPOs; funders / ministries
research managers; policy makers
Open Science/ Open Scholarship
Policy Adoption; Policy Readiness (Policy Compliance)
No
Policy development
Policy guidancearticles
42
Pathways to Open Access
The Pathways to Open Access report analyses various approaches to achieving open access (Green, Gold-APC, Gold-non-APC), and the actionable strategies that exist to implement each approach (e.g. library subvention funding). The document has been prepared by the University of California Libraries team and is intended to assist campus libraries and the California Digital Library with decision-making and strategies to achieve large-scale transition to OA.
University of California Libraries
operationalUS
open access policies
open access
multi-disciplinary
RPOs
policy makers; librarians
No
Policy implementation
Implementation guidance
other
43
Rainbow of Open Science Practices
The Rainbow of Open Science Practices is a presentation of 17 open science practices throughout the whole research workflow, focusing on the openness of open workflows. The overview also includes exemplary tools.
Jeroen Bosman; Bianca Kramer; Utrecht University Library
conceptinternational
research practice
open science; research practice; open science workflows
multi-disciplinary
RPOs
researchers; research managers
Open Science/ Open Scholarship
Open Collaboration
No
Policy development
Policy guidanceworkflows
44
RDA Practical Policy Working - Outcomes Policy Templates
A survey of policies to collect and categorize policies of data production systems. The working group also proposes policy templates to standardise policies, make them more interoperable, and machine-actionable. The latter is particularly important, e.g. to make roles of different users in data management systems machine-actionable, which enables automated data management.
Research Data Alliance RDA
Conceptinternational
OA policies; data management
comparison of policies; policy standardisation; machine-readable policies
multi-disciplinary
RPOs
research managers; researchers
Open Science/ Open Scholarship
Policy Compliance; Policy Adoption; Policy Readiness
No
Policy development
Policy guidancedata
45
RDMO - Research Data Management Organiser
The Research Data Management Organiser (RDMO) is a tool to support the planning, implementation, and organization of research data management. The RDMO supports planning, by helping users to compile all relevant information for data management plans, as well as the ongoing data management throughout the full data life cycle.
Leibniz Institute for Astrophysics Potsdam; University of Applied Sciences Potsdam; Karlsruhe Institute of Technology
operational
Germany; international
research data
data management; data management plans
multi-disciplinary
RPOs
researchers; research managers; data stewards
Open Science/ Open Scholarship
Policy Compliance
Yes
Policy implementation
Compliance support
data
46
re3data
re3data is a global registry of research data repositories from a diverse range of academic disciplines. It provides information on repositories for the permanent storage and access of data sets to researchers, funding bodies, publishers and scholarly institutions. The service is referenced by multiple publishers in their editorial policies as the best tool to identify the most appropriate data repository and recommended in the European Commission’s Guidelines on Open Access to Scientific Publications and Research Data in Horizon 2020.
DataCiteoperationalinternational
research data; data management
policy development; policy standardisation; repository
multi-disciplinary
RPOs; RIs
repository managers; policy makers
Open Science/ Open Scholarship
Policy Compliance; Findability
Yes
Policy implementation

Repository discovery
data
47
RECODE
Policy recommendations proposed by the RECODE project to improve open access to research data. Stakeholders targeted to implement recommendations are: funders; research institutions; data managers; publishers. Includes Model Policy Templates per stakeholder category.
RECODE project
Pilot
international; EU
OA policies; research data
open access; policy development; data management
multi-disciplinary
RPOs; RIs; funders / ministries
research managers; funders; policy makers; researchers
Open Science/ Open Scholarship, Ethics, Data Protection (Procurement)
Policy Adoption; Policy Readiness (Policy Compliance)
No
Policy development
Policy guidancedata
48
Research Data Management Toolkit
The Research Data Management Toolkit of the University of Western Australia provides an institutional step-by-step guide to help researchers and research managers navigate the procedures and requirements for research data management. This includes aspects of planning, documentation, intellectual property, storage/backup, sharing/reuse, retention/disposal, and support.
University of Western Australia
operationalAustralia
research data; licensing
intellectual property rights; research data management
multi-disciplinary
RPOs
researchers; research managers; repository managers
Open Science/ Open Scholarship
Openness; Reusability
No
Policy implementation
Implementation guidance
data
49
Roarmap
The Registry of Open Access Repository Mandates and Policies (ROARMAP) is a searchable international registry charting the growth of open access mandates and policies adopted by universities, research institutions and research funders. It maps open access mandates and policies which require or request researchers to provide open access to their peer-reviewed research articles by depositing these in an open access repository.
University of Southampton School of Electronics and Computer Science
operationalinternationalOA policiesOA policies
multi-disciplinary
RPOs; funders / ministries
policy makers; funder representatives; repository managers
Open Science/ Open Scholarship
Policy Compliance
Yes
Policy implementation
Policy surveyarticles
50
SHERPA FACT
SHERPA FACT checks if compliance with funder open access policies can be achieved with a particular journal. SHERPA FACT is an online resource that combines and interprets data from SHERPA RoMEO, SHERPA Juliet and other sources to provide clear guidance to researchers on whether a journal they wish to publish in complies with Research Councils UK (RCUK), Wellcome Trust and Charity Open Access Fund (COAF) open access policies, and offers advice on available options.
University of Nottingham / Jisc
operational
UK; international
OA policies; journal policies
OA compliance
muti-disciplinary
RPOs; funders / ministries
research managers; researchers; librarians
Open Science/ Open Scholarship
Policy Compliance (Policy Adoption)
Yes
Policy implementation
Compliance support
articles
51
SHERPA Juliet v2
SHERPA Juliet enables researchers and librarians to see funders’ conditions for open access publication. SHERPA Juliet is a searchable database and single focal point of up-to-date information concerning funders’ policies and their requirements on open access, publication and data archiving. Replaced the original release of SHERPA Juliet in late 2017.
Jiscoperational
UK; international
OA funder policies
OA compliance
muti-disciplinary
RPOs; funders / ministries
research managers; researchers; librarians
Open Science/ Open Scholarship
Policy Compliance (Policy Adoption)
Yes
Policy implementation
Compliance support
articles
52
SHERPA REF [Beta]
The new SHERPA REF beta service helps authors and institutions decide whether a journal allows them to comply with the UK's Research Excellence Framework policy for Open Access. SHERPA REF considering the reformed REF post 2014. Jisc launched this service in beta in March 2016.
JiscoperationalUKOA policiesOA compliance
muti-disciplinary
RPOs; funders / ministries
research managers; researchers; librarians
Open Science/ Open Scholarship
Policy Compliance (Research Impact / Excellence)
Yes
Policy implementation
Compliance support
articles
53
SHERPA RoMEO
SHERPA RoMEO enables researchers and librarians to see publishers’ conditions for open access archiving on a journal-by-journal basis. SHERPA RoMEO is an online resource that aggregates and analyses publisher open access policies from around the world and provides summaries of self-archiving permissions and conditions of rights given to authors on a journal-by-journal basis.
Jiscoperational
UK; international
OA depositing; journal policies
OA compliance
muti-disciplinary
RPOs
research managers; researchers; repository managers; librarians
Open Science/ Open Scholarship
Policy Compliance (Policy Adoption)
Yes
Policy implementation
Compliance support
articles
54
SmartAPI
The smartAPI Specification (smartAPI) is a community-based extension of the OpenAPI specification, which aims to improve the FAIRness of APIs. It specifies an extended set of metadata elements and value sets to support this goal.The OpenAPI Specification (OAS) defines a standard, language-agnostic interface to RESTful APIs which allows both humans and computers to discover and understand the capabilities of the service without access to source code, documentation, or through network traffic inspection
SmartAPI consortium
operationalinternational
research data; FAIRness
FAIR data; data management
multi-disciplinary
RPOs; RIs
data stewards; researchers; repository managers
Open Science/ Open Scholarship
FAIRnessYes
Policy Implementation
FAIR implementation
data
55
The Danish Open Access Indicator
The Open Access indicator monitors how the Danish universities fulfill the targets of the National Strategy for Open Access. Results are displayed at the Danish National Research database: http://www.forskningsdatabasen.dk/en
The Ministry of Higher Education and Science
operationalDenmark
research practice; open access policies
open access practice
multi-disciplinary
RPOs; funders / ministries
funder representatives; librarians
Open Science/ Open Scholarship
Policy Compliance
Yes
Policy implementation
Implementation monitor
articles
56
The framework for the Open Science and Research
The report describes the framework for the Finnish Open Science and Research Initiative (ATT). The document describes the national principles of openness that govern the data and services used in science and research, the exchange of information, and the development of e-services in support of open science. The document is an example for a framework of open science, which breaks down policy components into more actionable areas which can be implemented by the respective stakeholders.
Finnish Ministry of Education and Culture
operationalFinland
open science policies
open science strategy
multi-disciplinary
RPOs; RIs; funders / ministries
research managers; researchers; policy makers; funder representatives
Open Science/ Open Scholarship
Policy Readiness (Policy Compliance)
No
Policy development
Policy guidanceservices
57
The Publishing Trap (boardgame)
The Publishing Trap is a board game from the UK Copyright Literacy team that allows participants to explore the impact of scholarly communications choices and discuss the role of open access in research. The game follows four academics who at each stage in their career, from PhD submission, through to Professorship, have to make choices about how to disseminate research outputs. Throughout the game, the characters experience and discuss the impact of their choices on their respective character's careers.
UK Copyright Literacy
operationalinternational
research practice
open science practice
multi-disciplinary
RPOs
researchers; research managers
Open Science/ Open Scholarship
Skills/TrainingNo
Policy development
Policy guidanceother
58
The realities of Research Data Management
Report series with case studies on how four different research universities in the US, UK, Netherlands, and Australia approach and implement Research Data Management.
OCLC Researchpilotinternational
research data; research data management
research data management; data management plans
multi-disciplinary
RPOs
research managers; repository managers; institutional IT departments
Open Science/ Open Scholarship
FAIRnessNo
Policy development
Policy guidancedata
59
Toolkit on Public Engagement with Science
The toolkit provides access to a variety of resources which help users to understand different aspects of public engagement. Tools are categorised in four domains: strategic framework (i.e. how is public engagement positioned in wider policy context?); methods and tools (i.e. how can public engagement be implemented?); institutional anchorage (i.e. how can organisations embed public engagement practices in the long run?); societal anchorage (how can public engagement be embedded in society as a whole?).
PE2020 projectoperational
international; EU
public engagement; accessibility of research
openness of research
multi-disciplinary
RPOs; funders / ministries
policy makers; funder representatives
Open Science/ Open Scholarship
Societal Impact; Research Impact; Citizen Engagement (Policy Readiness)
Yes
Policy implementation
Implementation guidance
other
60
Transparency and Openness Promotion Guidelines
The Transparency and Openness Promotion Guidelines aim to promote the adoption of journal policies furthering transparency, open sharing, and reproducibility. The guidelines include eight modular policy standards, covering e.g. data transparency, analytical methods transparency, and the encouragement of replication studies. Journals select which of the eight transparency standards they wish to adopt for their journal, and select a level of implementation for each standard.
Center for Open Science / George Washington University
operationalinternational
open access policies
open access; OA policies; policy development
multi-disciplinary
funders / ministries
publisher representatives; funder representatives
Open Science/ Open Scholarship
Policy Readiness
No
Policy development
Policy guidanceother
61
Wiley Author Compliance Tool
The Wiley Author Compliance Tool is designed to help authors, research managers, and librarians assess which Wiley journals comply with the Open Access policies of different funders and/or institutions.
WileyoperationalinternationalOA policies
open access; policy compliance; policy compatibility
multi-disciplinary
RPOs; funders / ministries
researchers; research managers; librarians; funders
Open Science/ Open Scholarship
Policy Compliance
Yes
Policy implementation
Compliance support
articles
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