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

research data; FAIR data

multi-disciplinary

RPOs; funders ministries; RIs

data stewards; funder representatives; research managers

Open Science/ Open Scholarship

FAIRness (Policy Compliance)

Policy implementation

FAIR implementation

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

OA policies; open research data; data sharing

policy standardisation; data sharing

Health and genomic data exchange

Open Science/ Open Scholarship

Findability; Accessibility

Policy implementation

(Meta-)Data framework

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).

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

Policy implementation

OA publication cost

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 ,

international; EU

research data; research data management

policy development; policy compatibility

multi-disciplinary

research managers; policy makers; repository managers; data stewards

Open Science/ Open Scholarship

Policy Readiness; Policy Adoption

Policy development

Policy guidance; Implementation guidance

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

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

Policy development

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

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

Policy development

Technical guidelines

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.

licencing; intellectual property rights

licencing; intellectual property rights

multi-disciplinary

RPOs; funders / ministries

research managers; researchers; policy makers

Open Science/ Open Scholarship

Openness; Reusability

Policy implementation

Implementation guidance

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)

research data management; trustworthiness; long term preservation

multi-disciplinary

data stewards; repository managers

Open Science/ Open Scholarship

Trustworthiness/Repository Certification

Policy development

Quality assurance

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

research data; data management; discoverability

multi-disciplinary

data stewards; researchers; research managers

Open Science/ Open Scholarship

Policy implementation

FAIR implementation

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

research data; data management

FAIR; data management plannig

multi-disciplinary

researchers; data stewards

Open Science/ Open Scholarship

Policy implementation

Implementation guidance

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).

international; France

research data; data management

research data management; policy development

multi-disciplinary

research managers; repository managers; policy makers

Open Science/ Open Scholarship

Policy Compliance

Policy implementation

Compliance support

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

research data management; data management plans

multi-disciplinary

researchers; research managers; policy makers

Open Science/ Open Scholarship

Policy Compliance

Policy implementation

Compliance support

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.

Netherlands; international

FAIR data; data management; policy development

multi-disciplinary

research managers; policy makers; repository managers

Open Science/ Open Scholarship

Policy Readiness; Policy Adoption

Policy development

FAIR implementation

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)

discoverability; data management; repository quality

FAIRness; repository management

biomedical science

RPOs; funders / ministries

repository managers; researchers; research managers

Open Science/ Open Scholarship

Policy implementation

FAIR implementation

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

comparison of policies; policy compatibility

multi-disciplinary

RPOs; RIs; funders / ministries

research managers; researchers; funders

Open Science/ Open Scholarship

Policy Adoption; Policy Compliance

Policy implementation

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.

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)

Policy implementation

Implementation guidance

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.

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

Policy development

FAIR implementation

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.

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

Policy implementation; policy development

Implementation guidance; policy guidance

articles; data; workflows

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.

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

Policy Implementation

Implementation guidance

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.

open access policies; licensing

open access; policy standardisation; journals

multi-disciplinary

research managers; researchers; funders; policy makers

Open Science/ Open Scholarship

Openness/ OA costs; Openess/ licenses; Trustworthiness/ Archiving; Interoperability

Policy development

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

open access; policy development

multi-disciplinary

funders / ministries

Open Science/ Open Scholarship

Openness/ OA costs; Openess/ licenses; Accessibility; Reusability

Policy development

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

open access; identifying free journals

muti-disciplinary

Policy implementation

OA publication discovery

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.

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

Policy development

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

research impact; evaluation

research impact; impact metrics

multi-disciplinary

researchers; research managers; publisher representatives

Open Science/ Open Scholarship

Research Impact (Research Impact / Excellence)

Policy implementation

Impact measurement

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.

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

Policy implementation

Compliance support

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.

open access; cost of publishing; article processing charges

multi-disciplinary

repository managers; librarians; research managers; policy makers

Open Science/ Open Scholarship

Openness/ OA costs; Policy Compliance

Policy implementation

OA publication cost

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)

research practice; open access policies

open access practice

multi-disciplinary

RPOs; funders / ministries

funder representatives; librarians

Open Science/ Open Scholarship

Policy Compliance

Policy implementation

Implementation monitor

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.

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

Policy implementation

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

open acess; research data

open access; open data; funder policies

multi-disciplinary

researchers; research managers; repository managers

Open Science/ Open Scholarship

Policy Compliance

Policy implementation

Implementation guidance

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

open peer review

multi-disciplinary

repository managers; researchers; research managers

Open Science/ Open Scholarship

Open Collaboration

Policy implementation

Implementation guidance

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

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

Policy implementation

Implementation guidance

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

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)

Policy implementation

Implementation monitor

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

open access; identifying free journals

muti-disciplinary

Policy implementation

OA publication discovery

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.

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

Policy implementation

Technical guidelines

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.

EU; international

OA policies; OA repositories

interoperability of repositories

muti-disciplinary

repository managers; librarians; research managers

Open Science/ Open Scholarship

Trustworthiness/ Archiving; Policy Compliance (Policy Readiness)

Policy implementation

Compliance support

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.

policy development; policy standardisation; repository

multi-disciplinary

repository managers; policy makers

Open Science/ Open Scholarship

Findability; Trustworthiness/ Archiving; Policy Compliance

Policy implementation; policy development

Repository discovery

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

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

Policy implementation

Implementation guidance

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

international; US

open access policies; research data

data management; open access; collaboration

multi-disciplinary

librarians; data stewards; repository managers; research support staff

Open Science/ Open Scholarship

Open Collaboration

Policy implementation

Implementation guidance

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

research data; research data management

archaeology; social sciences; history; language studies

RPOs; funders / ministries

research communities; repository managers; librarians; cultural heritage institutions

Open Science/ Open Scholarship

Policy Compliance

Policy implementation

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

international; EU

open access; policy development

muti-disciplinary

RPOs; funders / ministries

research managers; policy makers

Open Science/ Open Scholarship

Policy Adoption; Policy Readiness (Policy Compliance)

Policy development

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

open access policies

multi-disciplinary

policy makers; librarians

Policy implementation

Implementation guidance

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

research practice

open science; research practice; open science workflows

multi-disciplinary

researchers; research managers

Open Science/ Open Scholarship

Open Collaboration

Policy development

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

OA policies; data management

comparison of policies; policy standardisation; machine-readable policies

multi-disciplinary

research managers; researchers

Open Science/ Open Scholarship

Policy Compliance; Policy Adoption; Policy Readiness

Policy development

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

Germany; international

data management; data management plans

multi-disciplinary

researchers; research managers; data stewards

Open Science/ Open Scholarship

Policy Compliance

Policy implementation

Compliance support

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.

research data; data management

policy development; policy standardisation; repository

multi-disciplinary

repository managers; policy makers

Open Science/ Open Scholarship

Policy Compliance; Findability

Policy implementation

Repository discovery

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

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)

Policy development

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

research data; licensing

intellectual property rights; research data management

multi-disciplinary

researchers; research managers; repository managers

Open Science/ Open Scholarship

Openness; Reusability

Policy implementation

Implementation guidance

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

multi-disciplinary

RPOs; funders / ministries

policy makers; funder representatives; repository managers

Open Science/ Open Scholarship

Policy Compliance

Policy implementation

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

UK; international

OA policies; journal policies

muti-disciplinary

RPOs; funders / ministries

research managers; researchers; librarians

Open Science/ Open Scholarship

Policy Compliance (Policy Adoption)

Policy implementation

Compliance support

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.

UK; international

OA funder policies

muti-disciplinary

RPOs; funders / ministries

research managers; researchers; librarians

Open Science/ Open Scholarship

Policy Compliance (Policy Adoption)

Policy implementation

Compliance support

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.

muti-disciplinary

RPOs; funders / ministries

research managers; researchers; librarians

Open Science/ Open Scholarship

Policy Compliance (Research Impact / Excellence)

Policy implementation

Compliance support

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.

UK; international

OA depositing; journal policies

muti-disciplinary

research managers; researchers; repository managers; librarians

Open Science/ Open Scholarship

Policy Compliance (Policy Adoption)

Policy implementation

Compliance support

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

research data; FAIRness

FAIR data; data management

multi-disciplinary

data stewards; researchers; repository managers

Open Science/ Open Scholarship

Policy Implementation

FAIR implementation

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

research practice; open access policies

open access practice

multi-disciplinary

RPOs; funders / ministries

funder representatives; librarians

Open Science/ Open Scholarship

Policy Compliance

Policy implementation

Implementation monitor

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

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)

Policy development

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

research practice

open science practice

multi-disciplinary

researchers; research managers

Open Science/ Open Scholarship

Policy development

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.

research data; research data management

research data management; data management plans

multi-disciplinary

research managers; repository managers; institutional IT departments

Open Science/ Open Scholarship

Policy development

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?).

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)

Policy implementation

Implementation guidance

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

open access policies

open access; OA policies; policy development

multi-disciplinary

funders / ministries

publisher representatives; funder representatives

Open Science/ Open Scholarship

Policy Readiness

Policy development

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.

open access; policy compliance; policy compatibility

multi-disciplinary

RPOs; funders / ministries

researchers; research managers; librarians; funders

Open Science/ Open Scholarship

Policy Compliance

Policy implementation

Compliance support