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1 | Tool name | Description (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 Targets | Direct 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 tool | Relevant 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 | concept | international | 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 | Pilot | international | OA policies; open research data; data sharing | policy standardisation; data sharing | Health and genomic data exchange | RPOs | researchers | 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 Regier | operational | international | 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 project | operational | 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 | operational | international | open 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/Training | No | Policy development | Policy guidance | articles | |||||||||
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 | concept | international | OA 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. | GitHub | operational | international | 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) | operational | international | research 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 | operational | international | research data; data management; discoverability | FAIR data | multi-disciplinary | RPOs; RIs | data stewards; researchers; research managers | Open Science/ Open Scholarship | FAIRness | Yes | 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 | concept | international | 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 | operational | international | research 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. | SURFsara | operational | 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) | concept | US | discoverability; data management; repository quality | FAIRness; repository management | biomedical science | RPOs; funders / ministries | repository managers; researchers; research managers | Open Science/ Open Scholarship | FAIRness | No | 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 | operational | international | OA 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 survey | data | |||||||||
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. | FORCE11 | concept | international | 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. | FORCE11 | operational | international | 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 project | operational | 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/Training | Yes | 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 Europe | concept | international | 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 | FAIRness | No | 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. | SPARC | operational | international | 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 guidance | articles | |||||||||
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 | operational | international | OA 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 guidance | articles | |||||||||
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 | operational | international | open acess | open access; identifying free journals | muti-disciplinary | RPOs | researchers | Yes | 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 project | pilot | 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 guidance | data | |||||||||
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 | operational | international | 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. | Jisc | operational | UK | 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. | Jisc | operational | UK | open 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) | operational | Netherlands | 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. | SPARC | operational | international | OA 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 survey | articles | |||||||||
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 | operational | Australia | 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 | concept | international | 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 | operational | Finland | 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/Training | No | 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 | operational | international | open acess | open access; identifying free journals | muti-disciplinary | RPOs | researchers | Yes | 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. | OpenAIRE | operational | 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. | OpenAIRE | operational | 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. | Jisc | operational | international | OA 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 | operational | EU | 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 survey | data | |||||||||
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 guidance | articles | |||||||||
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 | operational | US | 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 | concept | international | 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 guidance | workflows | |||||||||
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 | Concept | international | 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 guidance | data | |||||||||
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. | DataCite | operational | international | 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 guidance | data | |||||||||
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 | operational | Australia | 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 | operational | international | OA policies | OA policies | multi-disciplinary | RPOs; funders / ministries | policy makers; funder representatives; repository managers | Open Science/ Open Scholarship | Policy Compliance | Yes | Policy implementation | Policy survey | articles | |||||||||
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. | Jisc | operational | 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. | Jisc | operational | UK | OA policies | OA 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. | Jisc | operational | 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 | operational | international | research data; FAIRness | FAIR data; data management | multi-disciplinary | RPOs; RIs | data stewards; researchers; repository managers | Open Science/ Open Scholarship | FAIRness | Yes | 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 | operational | Denmark | 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 | operational | Finland | 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 guidance | services | |||||||||
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 | operational | international | research practice | open science practice | multi-disciplinary | RPOs | researchers; research managers | Open Science/ Open Scholarship | Skills/Training | No | Policy development | Policy guidance | other | |||||||||
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 Research | pilot | international | 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 | FAIRness | No | Policy development | Policy guidance | data | |||||||||
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 project | operational | 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 | operational | international | 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 guidance | other | |||||||||
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. | Wiley | operational | international | OA 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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