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  1. Gemeinsamer Workshop mit der Hochschule Hannover: Einführung in Open Access und das Urheberrecht

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  2. Gemeinsamer Workshop mit der Hochschule für Technik, Wirtschaft und Kultur Leipzig: Einführung in Open Access und das Urheberrecht

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  3. Gemeinsamer Workshop mit der Hochschule für Wirtschaft und Recht Berlin: Einführung in Open Access und das Urheberrecht

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  4. Gemeinsamer Workshop mit der Technischen Hochschule Köln: Einführung in Open Access und das Urheberrecht

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  5. How do I operate a repository?

    Intro Publishing in Repositories Source: based on Koch, M. (2015). Publizieren über das Repositorium der Leibniz Universität Hannover. TIB Blog The key takeaways from this article are 1 To create a repository , you need, among other things, suitable software. Most software options are open source and usable free of charge. 2 You should publicise and anchor your repository well in your institution. 3 It is important that you integrate your repository well in order to meaningfully embed it into value-added services. This integration is also of central importance for the findability and visibility of the deposited documents. Key Questions A number of things must be considered when building and operating repositories . The present article addresses the following key questions: How do I create the basis for a repository? How can I publicise a repository and recruit content? What legal requirements must I observe? How do I integrate my repository with other services? Creating the Basis What are Repositories? Find an introduction here. Focus group Self-Archiving Feel free to discuss developments in Self-Archiving with experts. Helpdesk Our helpdesk team will be happy to advise you on questions about Open Access. Plan S Repository Self-Assessment Tool Using this tool from OpenDOAR, repository operators can verify that their repository complies with Plan S requirements. Beringer and Arning's (2020) German-language guide to building open access publication platforms provides a good initial overview of how to build repositories. To start a repository, you basically need a server and suitable software. What setting up and operating a repository entails – especially from a technical point of view – should not be underestimated. If the institution at which the reposito­ry is to be located does not have IT staff who are qualified to build a repository, it is advisable to use external service providers such as libraries or library consortia. In the German state of Baden-Württemberg, for example, various repositories are hosted by BSZ and in the states of Berlin und Brandenburg by KOBV. The library network GBV is active in this field in the states of Bremen, Hamburg, Mecklenburg Western-Pomerania, Lower Saxony, Saxony-Anhalt, Schleswig-Holstein, and Thuringia. In addition, there are commercial providers, such as OpenRepository. In Germany, most repository software options are open source, available free of charge, and have similar basic functionalities: They can make materials available after uploading and assign metadata to them. They can harvest metadata via various standardised interfaces (e.g., OAI-PMH ) and make them available. Commonly used applications for open access and research data repositories, university bibliographies, and digital collections include, for example, DSpace, EPrints, OPUS, Invenio/CDSware, and MyCoRe, whereas e-journal repositories work mostly with OJS (Weimar, 2020). The Deutsche Initiative für Netzwerkinformation (German Initiative for Network Information, DINI) provides an overview of which publication service is used by which platform. Moreover, in its DINI Certificate , it describes the technical and organisational requirements that repositories must meet (for more on this, see the section entitled How do I integrate my repository with other services? ). Although DINI certification might seem a long way off, especially in the initial phase of a repository, alignment with these requirements is expedient. Publicising a Repository & Recruiting Content The usefulness of repositories is not immediately clear to all researchers ( Euler, 2018 ). Especially in cases where authors are encouraged but not obliged to provide open access to their works, persuasion is necessary. So what can you do to motivate them to use your repository? Target researchers specifically Experience shows that public relations and open communication with researchers are suitable ways of publicising repositories and recruiting content ( Rodrigues et al., 2017 ). The more targeted the address is, the greater the prospects for success are ( Euler, 2018 ). Reach out to researchers who are making their work publicly available on their own homepages. Experience shows that they will quickly grasp the advantages of repositories. Moreover, these researchers are suited to the role of multipliers and can thus convince others to use the repository. The same goes for researchers who already have experience of open access. Many of them may not be aware of the role of multiplier, so reach out to them directly. The higher the reputation of the multiplier is, the greater their success tends to be. Anchor your repository within your institution or in specialist circles The attractiveness of an institutional or disciplinary repository increases when it is perceived as a networked service with added value for various target groups, for example, authors ( Müller & Scholze, 2012; Euler, 2018; Macgregor, 2020; Rodrigues et al., 2017 ). So, advertise your repository. Theoretically, the best way to fill repositories is for institutions to mandate that their scholars and scientists self-archive their research output in the institution’s repository. In Germany, as legislation stands, this is not feasible. However, the Higher Education Act of the State of Baden-Württemberg (section 44 subsection 6) entitles higher education institutions to oblige the members of their academic staff by statute to avail of the right to make scientific contributions that have been produced in the course of their official duties and have been published in a collection that appears periodically at least twice per year available to the public for non-commercial purposes upon expiry of one year after first publication. Thus, this form of mandate can be used by institutional repositories, at least in some cases. The situation is different in Switzerland and Austria, and in the case EU-funded projects. Institutions such as the University of St. Gallen and the University of Zurich oblige their researchers to provide open access to their works provided there are no legal impediments to doing so. Since 2020, the Swiss National Science Foundation (SNSF) requires grantees to make all the results of the projects it funds available to the public in open access. The same principle applies to results of projects funded by the Austrian Science Fund (FWF) and to publications that result from EU-funded projects ( European Commission, 2021, p. 108 ). As a manager of an institutional repository, you should inform the university management on a regular basis about the current status of your repository. University managers who support open access are important strategic partners for managers of institutional repositories. Make sure that your repository has as wide an online presence as possible – institutional repositories should be visibly embedded in the institution’s website, while disciplinary repositories should be mentioned at web locations that are of central importance for the discipline in question. Use convincing arguments Base your arguments on the reasons in favour of open access (e.g., citation frequency, visibility, long-term availability). Also be aware of reservations towards open access, so that you can put forward convincing counter-arguments. Many institutions and organisations support open access. Mention this in conversation with researchers; also mention advocates who are relevant in the respective research contexts. Take advantage of the fact that project funding approvals are often subject to the condition that project-related publications must be made accessible free of charge. Repositories are ideally suited for this purpose. Make using the repository a pleasant experience Researchers often find keying data – especially metadata – into repositories laborious. You should therefore design these processes to be as time-effective as possible for researchers – or you should take the work off their hands. This will increase their willingness to use the repository ( Euler, 2018; Tobias, 2018; Voigt & Dittmann, 2019 ). Another possibility is to integrate the repository with services in which the information has already been deposited (see also Müller & Scholze, 2012; Macgregor, 2020; Rodrigues et al., 2017 ), for example, the university’s annual bibliography or a research information system. In this way, less data, or no data at all, have to deposited manually. To support their researchers, many institutions, including the University of Augsburg and the University of Konstanz, offer a self-archiving service. Self-archiving guides can also be of help to researchers. Make the repository attractive for researchers Make it possible for personal publication lists to be generated from the repository for reuse in other services. As researchers can use these lists in different contexts (e.g., to raise third-party funding), their willingness to use the repository will increase. Organise information and training events Talks and workshops are important for creating an awareness of open access. So, deliver presentations on your open access services in committees, at institutes, or in colloquiums, as well as at symposia and conferences. Events during Open Access Week can also be useful. Address also the technical aspects of relevance to researchers, for example, the uploading of documents. Video über das Zeitveröffentlichungsrecht Quelle: Brehm, E. (2021). Zweitveröffentlichungsrecht für Wissenschaftler*innen, open-access.network. https://doi.org/10.5446/51789 ( CC BY 3.0 DE ) Legal Aspects Legal Questions Find an introduction here. Open Policy Finder An overview of publishers' open access archiving rules can be found here. Offene Lizenzen für offene Wissenschaft Quelle: Brinken, H., Hauss, J. & Rücknagel, J. (2021). Offene Lizenzen für offene Wissenschaft, open-access.network. https://doi.org/10.5446/52864 ( CC BY 3.0 DE ) Documents may be deposited in repositories in a pleasingly large number of cases. Open Policy Finder provides information on the policies of many publishers with regard to the self-archiving of the texts that they publish ( Tobias, 2018; Voigt & Dittmann, 2019 ). Note that when permitting self-archiving, publishers often differentiate between the making available of preprints and post-prints . The publisher’s version may not always be made available online; in many cases, only the author’s accepted version may be used. It must be borne in mind that when documents are unlawfully deposited, liabi­lity mechanisms are brought into play. Thus, the question arises as to who is liable for the making available of the content to the public. It is best to have the authors commission you to deposit the document in question in the repository ( Voigt & Dittmann, 2019 ). This deposit licence should indicate the legislative basis on which the document is held in the repository. An example of such a li­censing agreement can be found on the Osnabrück University Library website . In any case, in order to be able to assess and contractually limit the risk in ad­vance, you should be aware of the legal liability consequences of a potential in­fringement (see also: Country-specific info on liability law in our legal section ). Documents that are released under an open content licence are legally more unambiguously defined than documents where the rights are (possibly) held in part by a publisher. Because open content licences are standardised, the extent to which the document can be made available in your repository is easily under­standable to you. This is particularly true of the Creative Commons licences , which are very widely used in academia. Directory of Open Access Repositories (OpenDOAR) It is advisable to have your repository listed in the Directory of Open Access Repositories (OpenDOAR) . In OpenDOAR, aggregators find relevant repositories in a targeted way and analyse the technical information for reuse. Interconnecting with other services It is important that you integrate your repository with other services in order, for example, to successfully embed it into value added services ( Müller & Scholze, 2012; Rodrigues et al., 2017 ). Integration is also of central importance for the findability and visibility of the deposited documents ( Müller & Scholze, 2012 ). How exactly this integration can be implemented is explained in what follows on the basis of initiatives and projects that are committed to it. Search Engines: BASE and Google Bielefeld Academic Search Engine ( BASE ), which is operated by Bielefeld University Library, specialises in academic web resources, inter alia texts in repositories. As it is currently one of the largest specialised search en­gines, it is important that the documents in your repository can be found via BASE. You can check here whether your repository is already indexed as a content provider by BASE. If this is not the case, you can suggest that it be indexed. One essential prerequisite for indexing is that the meta­data of the documents be provided via a valid OAI-PMH interface. Last but not least, your repository should also be optimised for popular search engines, such as Google ( Rajski, 2018 ), so that documents are easily findable. After all, Google Scholar, in particular, is an important starting point when searching for scholarly articles ( Rajski, 2018 ). In this connection, the repository sitemap should be understood as a machine-readable table of contents. It is important that this table of contents con­tain all the links that you wish to be indexed by search engines. It is also important to indicate when the pages were last updated. Moreover, they should be assigned descriptive metadata, which should be concealed together with the link to the full text in the machine-readable < head > section of the HTML page. The more comprehensive these meta tags are, the more reliably the search engine can aggregate different resources. In this way, full texts of up to 5 MB in size can also be discovered and indexed via Google Scholar ( Rajski, 2018 ). DINI Certificate The Deutsche Initiative für Netzwerkinformation (German Initiative for Network Information, DINI) has set itself the goal of improving informa­tion and communication services at academic institutions. This goal is to be realised inter alia by further developing the institutional information infrastructures. In this connection, DINI supports the building of repositories. The aim is to qualitatively improve scholarly communication nationally and inter­nationally by means of publications that are accessible worldwide and stored on a long-term basis. The DINI Certificate for the quality assu­rance of open access repositories and publication services was created within this framework. It pursues three main aims with regard to repositories ( Müller & Scholze, 2012 ): It describes in detail the requirements that repositories are expected to fulfil. Repositories are understood as scholarly publication servi­ces. These services comprise the following components: technology, personnel, organisation, and processes. It demonstrates how repositories can develop themselves further – technically and organisationally. It documents whether standards have been met and recommenda­tions implemented. This documentation is accessible to repository users and managers. Because electronic publishing and the stan­dards associated with it are subject to rapid changes, the certificate is updated regularly. OpenAIRE Compliance and the Visibility of Repositories Documents can be discovered and indexed much more easily when they are deposited in repositories that comply with certain standards. These standards were originally developed in the project OpenAIRE (Open Access Infrastructure for Research in Europe) , which started in 2009. In this context, metadata elements were defined, with the help of which repositories can tag documents in order to link them with other resources in accordance with the principle of enhanced publication ( Kaiser & McNeill, 2019 ). In this way, for example, documents can be linked with research data or project funding information. Information about researchers can also be embedded. Various software solutions for repositories now provide interfaces to ensure OpenAIRE compliance. If, for example, a local repository does not implement the necessary metadata schemas for DSpace or EPrints in accordance with OpenAIRE standards, the linking of documents with other resources can be carried out manually via the OpenAIRE portal . This portal enables targeted searches for publications, data, projects, or persons. Confederation of Open Access Repositories (COAR) The Confederation of Open Access Repositories (COAR) also pursues the objective of making repositories more attractive for researchers. This is to be achieved by enhancing the visibility, dissemination, und usability of scholarly materials in open access repositories by means of organisa­tional and technical agreements ( Rodrigues et al., 2017 ). In contrast to the DINI Certificate, this is taking place on an international level. Of central importance in this regard is the integration of repositories with the existing infrastructure ( Rodrigues et al., 2017 ). Moreover, exchanges among repository managers and the development of content recruit­ment models and strategies are of great importance ( Rodrigues et al., 2017 ). BASE BASE (Bielefeld Academic Search Engine) is one of the world's largest search engines for academic web documents. The index includes over 240 million documents from over 8,000 data providers. Practical Tip Find helpful tips and advice on how to operate a repository in the COAR Community Framework for Best Practices in Repositories . References Beringer, C., & Arning, U. (2020). Leitfaden zum Aufbau von Open-Access- Publikationsplattformen für den Goldenen und Grünen Weg. Publisso. ZB MED-Publikationsportal Lebenswissenschaften. https://doi.org/10.4126/FRL01-006419770 Euler, E. (2018). Repositorien und ihre Bedeutung für die Wissenschaftler und Wissenschaftlerinnen. Zenodo. https://doi.org/10.5281/zenodo.1204919 European Commission. (2021). Horizon Europe (HORIZON). Euratom Research and Training Programme (EURATOM). General Model Grant Agreement. EIC Accelerator Contract. https://ec.europa.eu/info/funding-tenders/opportunities/docs/2021-2027/common/agr-contr/general-mga_horizon-euratom_en.pdf Kaiser, O., & McNeill, G. (2019). OpenAIRE für RepositorymanagerInnen - Wie Repository ManagerInnen Open Science unterstützen können. Mitteilungen der VÖB, 72 (2), 373–382. https://doi.org/10.31263/voebm.v72i2.2815 Macgregor, G. (2020). Enhancing Content Discovery of Open Repositories: An Analytics-Based Evaluation of Repository Optimizations. Publications, 8(1) (8). https://doi.org/10.3390/publications8010008 Müller, U., & Scholze, F. (2012, November 14). Aufbau und Vernetzung eines Repositoriums. das bibliothekswesen. Erfolgreiches Management von Bibliotheken und Informationseinrichtungen. https://www.dasbibliothekswissen.de/Aufbau-und-Vernetzung-eines-Repositoriums.html Rajski, B. (2018). ABI Technikfrage. Wie kommt das Repositorium in die Suchmaschine? ABI Technik, 38 (1), 116. https://doi.org/10.1515/abitech-2018-0017 Rodrigues, E., Bollini, A., Cabezas, A., Castelli, D., Carr, L., Chan, L., Humphrey, C., Johnson, R., Knoth, P., Manghi, P., Matizirofa, L., Perakakis, P., Schirrwagen, J., Selematsela, D., Shearer, K., Walk, P., Wilcox, D., & Yamaji, K. (2017). Next Generation Repositories: Behaviours and Technical Recommendations of the COAR Next Generation Repositories Working Group. Zenodo. https://doi.org/10.5281/zenodo.1215013 Tobias, R. (2018). Optimierung der Workflows für Zweitveröffentlichungen – der „Grüne Weg“ am Karlsruher Institut für Technologie (KIT). O| bib. Das offene Bibliotheksjournal, 5 (4), 71–83. https://doi.org/10.5282/o-bib/2018H4S71-83 Voigt, M., & Dittmann, S. (2019). Zweitveröffentlichungsservice der TU Berlin – Automatisierungsmöglichkeiten für den Workflow. LIBREAS. Library Ideas, 35 . https://libreas.eu/ausgabe35/voigt/ Weimar, A. (2020, September 17). Aufbau und Betrieb eines Open-Access-Repositoriums am Beispiel OPUS. Open-Access-Tage 2020. https://doi.org/10.5281/zenodo.4032208 Further Reading Arning, U. (2021, März 15). Aufbau einer qualitätsgesicherten Open-Access-Publikationsplattform – die drei wichtigsten Überlegungen aus Sicht einer Publikationsmanagerin. FIS & EPUB. Gemeinsamer Blog der DINI AG Forschungsinformationssystem und Elektronisches Publizieren . https://blogs.tib.eu/wp/dini-ag-blog/2021/03/15/aufbau-oa-publikationsplattform/ Demetres, M. R., Delgado, D., & Wright, D. N. (2020). The Impact of Institutional Repositories: A Systematic Review. Journal of the Medical Library Association, 108 (2), 177–184. https://doi.org/10.5195/jmla.2020.856 . Graf, K. (2017). Wie füllt man die Open-Access-Dokumentenserver? Archivalia. https://archiv.twoday.net/stories/3264283/...

  6. MemOERy

    Online-Memory-Spiel: Icons und Textbausteine von Creative Commons richtig einander zuordnen.

    • Materialart: Spiel
    • Thema: Lizenzen
    • Sprache: Deutsch
    • Jahr: 2016
    • Zielgruppe: Wissenschaftler*innen, Studierende
    • Fachdisziplin: Interdisziplinär

  7. OA and Reuse

    Intro What Does Open Access mean? "By open access to this literature, we mean its free availability on the public internet , permitting any users to read, download, copy, distribute, print, search, or link to the full texts of these articles, crawl them for indexing, pass them as data to software, or use them for any other lawful purpose, without financial, legal, or technical barriers other than those inseparable from gaining access to the internet itself. The only constraint on reproduction and distribution, and the only role for copyright in this domain, should be to give authors control over the integrity of their work and the right to be properly acknowledged and cited." Budapest Open Access Initiative Declaration, 2002 ; emphasis added The key takeaways from this article are 1 Open access comprises two component parts: access that is free of charge, and reuse that is free of at least some copyright and licensing restrictions. 2 The reuse of scientific information makes the research cycle more efficient. 3 Third parties’ rights of use in open access publications are set out in usage licences. Libre or Just Gratis? According to the definition used in the Budapest Open Access Initiative (BOAI) , open access means not only that scientific and scholarly information is available free of charge, but also – and just as importantly – that this information can be reused freely, that is, without at least some copyright and licensing restrictions: Open Access publications can be categorized as Gratis Open Access and Libre Open Access . The difference lies in how the publications can be used by end users. Gratis open access means that a publication can be viewed and printed free of charge (Suber, 2008) . Libre open access refers to broader use permitted through open licences such as those provided by Creative Commons (Suber, 2008) . According to the BOAI definition, the only true version of open access is libre open access. In other words, reusability is a necessary component. Source: based on Suber, P. (2008). Gratis and libre open access. https://dash.harvard.edu/handle/1/4322580 ( CC BY-SA 4.0 ). Advantages of reuse The global digital networking of science offers the potential of better access to and better reusability of scientific findings. This enables new approaches to scientific questions and promotes scientific collaboration. Moreover, information can be shared more quickly, research cycles shortened and scientific progress accelerated. The linking and reuse of published research data also plays a role here (Pampel, 2010) . Practical tip Numerous search engines specialize in OA specialist publications and provide worldwide free access to full texts. Click here for the practical tip finding open access literature in German . Examples Via arXiv , which is used intensively in physics and mathematics , and other repositories , researchers make their findings available to the public as pre­prints prior to peer review and publication, thereby enabling their speedy dissemination and reuse. Alma Swan (2010) attributed the high citation counts of open access documents to – among other things – their faster and global availability. She called this phenomenon an early advantage . The Directory of Open Access Journals (DOAJ) operates according to the principle that the rights of users and the copyright terms must be clearly specified through licensing so that open access can function effectively. For that reason, DOAJ accepts only libre open access journals . Clarity through Licences Usage licences are granted in order to make it clear how research results may be reused. It is up to the authors to decide what degree of freedom of use of their works they wish to allow. The right of quotation pursuant to Section 51 of the German Copyright Act (UrhG) allows authors to incorporate quotations from works or parts of works of third parties into their own works without authorisa­tion. However, the latter works must be independent of the quoted works. When quoting from works of third parties, the original text must be quoted; it may not be adapted or otherwise transformed (Dreier, in Dreier & Schulze, 2018, § 51 UrhG, Rn. 7.) . In order to clearly indicate that the open access publi­cation may not only be read and quoted but also reused and changed, it is essential that a usage licence be granted by the author. An overview of different license models is provided on the page Licenses . Granting specific rights of use on the basis of such licenses gives users explicit information on how the document may be further used and simplifies legal enforcement in the event of misuse. At the same time, the author reserves the right to permit further uses in separate agreements. The Bertelsmann Stiftung's guide to the use of free licenses explains this step by step (Bertelsmann Stiftung, 2016) . The open licences from Creative Commons (CC licences) are the most commonly used licences in the area of science and research. According to the Berlin Declaration on Open Access to Knowledge in the Sciences and Humani­ties , in particular the adaptation and use of works for any responsible purpose (and thus in principle also for commercial purposes) should be permissible. Thus, from the perspective of the Berlin Declaration, only the CC-BY und CC-BY-SA licences are "genuine" open access licences. Especially the NC (NonCommer­cial) component is frequently controversial because it is often unclear what cases constitute commercial use. For example, publications whose licences include an "NC" component may not be used on commercial platforms such as most social media services. Nor may they be used by private or non-profit education providers and associations that charge fees for certain services to cover costs. Therefore, many agencies advise against using the NC component. For answers to the most frequently asked questions about Creative Commons licences, see the list of FAQs on the CC website . Authors are recommended to allow the free worldwide right of access to and reuse of their publications by granting open licences – if applicable, in consultation with the respective publishers or in accordance with the licensing requirements of the respective repositories. Source: Shaddim (2016). Creative commons license spectrum ( CC BY 4.0 International ) Wie genau funktionieren Creative-Commons-Lizenzen? Quelle: Brinken, H., Hauss, J. & Rücknagel, J. (2021). Wie genau funktionieren Creative-Commons-Lizenzen? open-access.network. https://doi.org/10.5446/52952 ( CC BY 3.0 DE ) References Bertelsmann Stiftung. (2016). Freie Lizenzen – einfach erklärt. Ein Leitfaden für die Anwendung freier Lizenzen in der Bertelsmann Stiftung. https://www.bertelsmann-stiftung.de/de/publikationen/publikation/did/freie-lizenzen-einfach-erklaert Budapest Open Access Initiative (2002). https://www.budapestopenaccessinitiative.org/translations/german-translation Charbonnier, J., Sohmen, L., Rothman, J., Rohden, B., & Wartena, C. (2018). NOA: A Search Engine for Reusable Scientific Images Beyond the Life Sciences. ECIR 2018: Advances in Information Retrieval , 797–800. https://doi.org/10.25968/opus-1208 Dreier, T. & Schulze, G. (2018). UrhG. Urheberrechtsgesetz (6. Auflage). C.H. Beck. Pampel, H. (2010). Open Access – Von der Zugänglichkeit zur Nachnutzung. https://gfzpublic.gfz-potsdam.de/rest/items/item_244054_1/component/file_244053/content Suber, P. (2008). Gratis and libre open access. https://dash.harvard.edu/handle/1/4322580 Swan, A. (2010). The open access citation advantage: Studies and results to date. https://eprints.soton.ac.uk/268516/ Furher Reading Owen, Victoria and Reilly, Susan (2022). Navigating Copyright for Libraries: Purpose and Scope , Berlin, Boston: De Gruyter. https://doi.org/10.1515/9783110732009...

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