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Regional LAC Consultation on
Open Access to Scientific Information and Research – Concept and Policies,
5 to 8 March, 2013 Hotel Wyndham
Kingston, Jamaica
Provisional Agenda ( Draft ver 28_Feb 2013)
Introduction:
Open Access (OA) is a term widely used to refer to unrestricted online access to articles published in scholarly journals. Since the events that took place in Budapest and Berlin in early 2000s, it has remained as one of the most passionately discussed topics among the scientific and scholarly community. It is an ongoing movement with many advocates and proponents unfalteringly championing the cause. OA movement is aligned with the overarching Millennium Development Goals (MDG) with its focus on bolstering human capital and the World Summit on the Information Society’s goal of building open and inclusive knowledge societies. To achieve the goal of open and inclusive knowledge societies, different approaches and strategies have been adopted by UNESCO.
UNESCO supports OA for the benefit of the global flow of knowledge, innovation and equitable socio‐economic development. Its constitution, written much before the advent of electronic publishing, mandates: UNESCO should 'maintain, increase and diffuse knowledge, by assuring the conservation and protection of the world's inheritance of books, works of art and monuments of history and science' (Constitution, art, 1.2 c). UNESCO’s open suite strategy (now referred as Open Solutions) primarily includes the Open Educational Resources (OER); Open Access to scientific literature (OA); Open Training Platform (OTP) and Free and Open Source Software (FOSS).
Access to scientific information is a major problem, especially due to a high and increasing cost of peer-reviewed journals and fluctuations in the exchange rates. Open Access is the provision of free access to peer-reviewed, scholarly and research information to all. It envisages that the rights holder grants worldwide irrevocable right of access to copy, use, distribute, transmit, and make derivative works in any format for any lawful activities with proper attribution to the original author.
Objectives:
The main objective of the Regional Consultation will be to share how free and unrestricted access to research and scholarly communication can increase the impact of research and benefit research institutions, authors, journal publishers and the society as a whole. The Consultation will examine how the context of Open Access in the region can add to the productivity, visibility and accessibility of research and research outcomes. The Consultation will create an enabling mechanism to assess contexts of mandates or policy framework that surrounds Open Access. It will provide an opportunity for reflecting upon case studies and examples of how Open Access has influenced teaching, research and development in the region. Workshop participants will also have an opportunity to contribute towards highlighting priority areas for intervention to achieve “Openness” in the region and individual countries. Participants are also expected to review the UNESCO OA policy templates and workout specific policy for their own country/institution and develop a work plan on how to implement the same with specific timeline.
· Strengthen awareness of the participants on the potential of Open Access in scientific knowledge sharing that can be dramatically accelerated by ICTs;
· Provide analysis for anticipating foreseeable trends and emerging challenges in order to enable stakeholders to develop strategies and policies for implementation of Open Access;
· Develop a partnership and collaboration among interested stakeholders as an enabling mechanism to improve access to and sharing of scientific information and research through Open Access.
Expected Outcomes:
The Regional Consultation of the Open Access is expected to achieve the following results:
· UNESCO’s stakeholders enabled to understand trends and emerging challenges related to the impact of open access on scientific information acquisition and sharing;
· Context and the utility of Open Access policy discussed and regional specificities analysed as barriers or support for Open Access Policy adoption;
· Specific technology generated trends, and their consequences for development in scientific information and research sharing better understood;
· Collaborative and collective efforts and actions behind the Open Access movement discussed and their policy implications are appreciated;
Best practices of Open Access Initiatives from the region and beyond discussed and taken note of as a model to follow.
Agenda:
Day 1 (Tuesday 5 March 2013): Inauguration and; Introduction to the Consultation
09:00- 10:00 Registration 10.00 -11.30 Inauguration
• Welcome Remarks: Ms. Lisa Hanna, Minister of Youth and Culture and Chairperson, Jamaica National Commission for UNESCO • Introduction and establishing the context: Dr. Indrajit Banerjee, Director, Knowledge Society Division, CI Sector, UNESCO • Address by Honorable Ambassador Yasuo Takase, the Embassy of Japan for Jamaica, Bahamas and Belize • Address by Professor Eon Nigel Harris, Vice Chancellor, University of West Indies • Inaugural Address: Hon. Julian Robinson, Minister of State for Science, Technology, Energy and Mining,, Jamaica • Closing remarks and Vote-of Thanks: Mr. Robert Parua, Director-in-charge, UNESCO Kingston Cluster 11.00 -11.30: Coffee break 11:30 – 12:45 Session I: Session Chair and Key-note speech by Prof. Ronald Young, Pro-Vice-Chancellor, University of West Indies
Rapporteur:
Introduction to the concept and underlying principles of UNESCO’s Strategies for Open Access to Scientific Information and Research: Dr. Bhanu Neupane 12:45- 14:00 Lunch 14:00-16:30 Session II: Presentation of Regional Significance Session Chair: Dr. Indrajit Banerjee, Director, Knowledge Societies Division, UNESCO
Mr. Abel Parker: SciELO: 15 years of Open Access Movement Ms. Dominique Babini: OA in the LAC Region
15.30 -16.00: Coffee break 18.00 Reception Cocktail by Ministries, National Commission
Day 2 (Wednesday 6 March 2013): Situation of Open Access in GRULAC (Country Presentations) The day will be dedicated for Country-level presentations on policy for Open Access, inter alia, key approaches taken in the country, successes, key achievements, Open Access journals, management and maintenance of repositories. Presentation from the Participations (sit-in narration or 10 slides, maximum 12 minute presentation, you may review UNESCO GOAP and provide any update that you may deem appropriate): § A brief overview of Open Access in your country (What is your perspective on the current status of OA developments in your country? Who are the major players (organizations and institutions)? What are the key national projects and initiatives?) § What are the potential barriers for further adoption? § What are the desired developments? § How kind of collaborative and collective efforts could contribute to advance OA in the region? § For countries where Open Access has had some success: what are the enabling features in the country? § What have been the critical success factors? § What national organizations or funding agencies have mandates in place requiring researchers to deposit their scholarship into an Open Access repository?
10:00 – 11:00 Session III: Presentations on OA and GRULAC Session Chair: Mr. Evert Hannam, Chairperson, Jamaican National Commission for UNESCO Rapporteur:
Name of countries : Jamaica, Argentine, Bahamas, Belize, Brazil, British Virgin Islands 11.00 -11.30: Coffee break
Name of countries: Chile, Costa Rica, Cuba, Dominica, Dominican Republic, Ecuador 13:00- 14:15 Lunch 14:15 – 17:30 Session IV: Presentations on OA and GRULAC Session Chair: Ms. Dominique Babini, Argentine Rapporteur: 14:15-16:00 Name of countries : El Salvador, Guyana, Grenada, Guatemala, Mexico, Peru 16.00 -16.30: Coffee break 16.30 -17.30: Name of countries: Suriname, St. Kitts and Nevis, St. Vincent and Grenadines, St. Martin, Uruguay, Venezuela
Day 3 (Thursday 7 March 2013): Group Work to develop Regional Strategy) 10:00 – 11:45 Session V: Group Discussion 1. Assessing level of Understanding of Open Access and Open Access Policy Discussion 1:00 hours: coffee time could be used for group discussion
This session will provide an opportunity to the participants to make brief intervention on situation, available mandates and/or policies and the current status of Open Access in the region. The participants will be split in 2-3 groups and will be requested to discuss the following issues, primarily based on the country-level presentations, and report it back to the plenary:
• What needs to be done to increase awareness about Open Access in the region? • What guideline should be made for the Governments and other research funders on Open Access • Form of Policy – Is it possible to make OA as a mandatory clause for research funding? • Scope of the policy – Is the OA understood uniformly? Is it possible to declare everything open, if not, what should be included and what should be allowed to remain restricted? What are target contents? Outcome: 1-2 page bulleted text summarizing the situation in the region
Session VI: Group Discussion 2. OA Implementing Open Access Discussion 1:00 hours: coffee time could be used for group discussion.
• Licensing o What is the best licensing that can be utilized o How to best comply with the policy on OA? • Status of Open repositories in the region/country, mechanism of their operation? • Green or the Gold Form of Open Access? • Cooling off period before the documents are made Open Access • Article processing charges • Copyright o Compliance and sanctions • Capacity building needs Outcome: 1-2 page bulleted text summarizing the situation in the region 13:00- 14:15 Lunch
Session VII: Group Discussion 3. Collective Strategy for the future Discussion 1:00 hours: coffee time could be used for group discussion.
• Regional Network • Who are the major players (organizations and institutions)? What are the key regional projects and initiatives? • What are the potential barriers for further adoption? • Which organization can provide a regional leadership? • What kinds of collaborative and collective efforts could contribute to advance OA in the region? • Role for UNESCO in approaching OA policy • List issues that a multilateral organization like UNESCO can potentially address Outcome: 1-2 page bulleted text summarizing the situation in the region 15:00-17:00 The session will conclude with plenary presentation of the groups and identification of a few people to draft regional understanding and commitment for Open Access, including recommendations, which will be summation of outcomes of all three session. In this session, participants will have the opportunity to review the UNESCO OA policy template and workout specific policy for their own country/institution and develop a work-plan on how to implement the same with specific timeline.
Day 4 (Friday 8 March 2013):
10:00 – 11:00
Discussion on Consultation Recommendations
Collectively browse the set of agreement to finalize the final recommendation (session to be held, if this task is left unfinished)
11.00 -11.30: Coffee break 11:30 – 13:15
Session VIII:
IFAP: Programme and Priorities: Mr. Eric Nurse, Vice Chair, IFAP
Approaching an Information Policy
Facilitated by Dr. Susana Finquelievich
UNESCO’s standard-setting work is addressed primarily to Member States, i.e. their governments. The IFAP Template fully endorses the multi-stakeholder approach to the development of the Information Society, however, and acknowledges that the role of other stakeholders (especially entrepreneurs, network, service and content providers, but also, of course, civil society and NGOs) is as (if not, in some cases, more) important as that of governments. Nevertheless, this depends on the specific circumstances, and also on the stage of the process of developing the Information Society, in any particular country. The emphasis in this Template is primarily on what governments and the civil service should do and this was a deliberate choice, in keeping with the approach adopted in the Tunis Agenda for the Information Society, given that the document may be most useful in countries where the role of government policy and of the public sector is especially important.
13:15- 14:15 Lunch 16.00-17.00
Concluding session with special note on the Role of Women in Building Knowledge Societies: Commemorating International Women’s Day
Key-note Address: The Hon. Sen. Sandrea Falconer Minister for Information
Concluding Remarks: Dr. Arun Kashyap, UNCT Coordinator, Jamaica( TBC)
Vote of Thanks: Mr. Evert Hannam Chairperson, Jamaica National Commission for UNESCO
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