<div dir="ltr"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif">FYI.<br><br clear="all"></div><div><div class="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div><b><font face="monospace, monospace">Hilton Gibson</font></b></div><div><font face="monospace, monospace">Ubuntu Linux Systems Administrator</font></div><div><font face="monospace, monospace">Stellenbosch University Library<br></font></div><div><font face="monospace, monospace"><a href="http://staff.lib.sun.ac.za/~hgibson/docs/cv/cv.html" target="_blank">http://staff.lib.sun.ac.za/~hgibson/docs/cv/cv.html</a><br></font></div><div><br></div></div></div></div></div></div></div></div></div>
<br><div class="gmail_quote">---------- Forwarded message ----------<br>From: <b class="gmail_sendername">Wise, Alicia (ELS-OXF)</b> <span dir="ltr"><<a href="mailto:A.Wise@elsevier.com">A.Wise@elsevier.com</a>></span><br>Date: 4 June 2015 at 18:42<br>Subject: [GOAL] Re: Update on statement against Elsevier's new "sharing" policy<br>To: "Global Open Access List (Successor of AmSci)" <<a href="mailto:goal@eprints.org">goal@eprints.org</a>><br>Cc: "Wise, Alicia (ELS-OXF)" <<a href="mailto:A.Wise@elsevier.com">A.Wise@elsevier.com</a>><br><br><br>
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<p class="MsoNormal"><span style="color:black">Hello Everyone –</span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">After a week of listening to, and conversing with, a number of researchers, librarians, and other stakeholders, we’ve honed in on the following points that seem to be causing the most confusion and angst. Our responses
on each point are spread across comment threads and listservs, and I felt it might be helpful to post some key points here:</span></p>
<p class="MsoNormal"> </p>
<p style="margin-left:.25in"><span style="color:black"><span>1.<span style="font:7.0pt "Times New Roman"">
</span></span></span><b><span style="color:black">Embargoes:</span></b><span style="color:black"> These are neither new, nor unique, to Elsevier. Publishers require them because an appropriate amount of time is needed for subscription journals to deliver value
to customers before the full-text becomes available for free. Confusion has arisen because we haven’t always enforced our embargos, preferring to work with Institutional Repositories (IRs) directly to develop institution-specific agreements. Our new policy
eliminates the need for repositories to have agreements with us. Instead we are now communicating our embargoes more clearly.</span></p>
<p class="MsoNormal"> </p>
<p style="margin-left:.25in"><span style="color:black"><span>2.<span style="font:7.0pt "Times New Roman"">
</span></span></span><b><span style="color:black">Embargo Lengths:</span></b><span style="color:black"> Our embargo periods are typically between 12 and 24 months, with some longer or shorter exceptions. We are now hearing that it is the length of our embargo
periods that is of concern rather than the fact of their existence. Generally embargos should be set on a title-by-title basis by publishers, however we recognize that other stakeholders seek influence over embargo lengths too and this is reasonable. We have
already been planning a review of our embargo periods in 2015. While I cannot pre-judge the outcome of this review, we are very conscious of the many new funding body policies that have emerged in the last year with 12 month embargo periods all of which we
will factor in.</span></p>
<p><b> </b></p>
<p style="margin-left:.25in"><span style="color:black"><span>3.<span style="font:7.0pt "Times New Roman"">
</span></span></span><b><span style="color:black">Author’s rights to self-archive in their IR:</span></b><span style="color:black">
</span><span style="color:black" lang="EN-GB">We have removed the need for an institution to have an agreement with us before any systematic posting can take place in its institutional repository. Authors may share accepted
</span><span style="color:black">manuscripts immediately on their personal websites and blogs, and they can all immediately self-archive in their institutional repository too. We have added a new permission for repositories to use these accepted manuscripts
immediately for internal uses and to support private sharing, and after an embargo period passes then manuscripts can be shared publicly as well.
</span></p>
<p class="MsoNormal" style="margin-left:.25in"><span style="color:black"> </span></p>
<p class="MsoNormal" style="margin-left:.25in"><span style="color:black"><span>4.<span style="font:7.0pt "Times New Roman"">
</span></span></span><b><span style="color:black">Retrospective Action:</span></b><span style="color:black"> Based on helpful conversations over the last week we know we need to make it much more clear that we do not expect IRs and other non-commercial repositories
to take retrospective action. </span></p>
<p class="MsoNormal"> </p>
<p class="MsoNormal" style="margin-left:.25in"><span style="color:black"><span>5.<span style="font:7.0pt "Times New Roman"">
</span></span></span><b><span style="color:black">New IR Services:</span></b><span style="color:black"> We are developing protocols and technology to help non-commercial sites implement this policy going forward, and have been piloting tools and services to
help automate this – for example tagged manuscripts and APIs with metadata and other information about articles published by researchers on your campuses. To register for more information or to express interest in participating in a pilot, please see this
</span><a href="http://www.elsevier.com/online-tools/sciencedirect/linking-and-integration/institutional-repository" target="_blank"><span style="color:black">page</span></a><span><span style="color:black;text-decoration:none">.</span></span><span style="color:black"></span></p>
<p><b> </b></p>
<p class="MsoNormal" style="margin-left:.25in"><span style="color:black"><span>6.<span style="font:7.0pt "Times New Roman"">
</span></span></span><b>More clarity:</b> Our new sharing and hosting policies are intended to provide clarity to researchers so that they understand how they can share their research, including on newer commercial sharing sites, and to lift the old requirement
for IRs to have agreements with us. <span style="color:black"></span></p>
<p> </p>
<p class="MsoNormal"><span style="color:black">I also attach a slide showing the differences between our old and new policies, and continue to encourage you all to read these for yourselves. See
<a href="http://www.elsevier.com/connect/elsevier-updates-its-policies-perspectives-and-services-on-article-sharing" target="_blank">
http://www.elsevier.com/connect/elsevier-updates-its-policies-perspectives-and-services-on-article-sharing</a></span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">We appreciate the feedback we have received, and wish to continue these discussions. We look forward to engaging with you – for example at the upcoming Open Repositories conference and at library conferences such
as ALA. You can also always email me directly at </span><a href="mailto:a.wise@elsevier.com" target="_blank"><span style="color:black">a.wise@elsevier.com</span></a><span style="color:black">.</span></p>
<p class="MsoNormal"><span style="color:black"> </span></p>
<p class="MsoNormal"><span style="color:black">With kind wishes,</span></p>
<p class="MsoNormal"><span style="color:black">Alicia</span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"> </span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#7f7f7f">Dr Alicia Wise</span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#7f7f7f">Director of Access and Policy</span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#ff9900">Elsevier
</span><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:gray">I The Boulevard I Langford Lane I Kidlington I Oxford I OX5 1GB</span><span style="font-family:"Arial","sans-serif";color:gray"></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:gray">M: <a href="tel:%2B44%20%280%29%207823%20536%20826" value="+447823536826" target="_blank">+44 (0) 7823 536 826</a> I E:
<a href="mailto:a.wise@elsevier.com" target="_blank">a.wise@elsevier.com</a></span></p>
<p class="MsoNormal" style="text-autospace:none"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:gray">Twitter: @wisealic</span></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"> </span></p>
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<div style="border:none;border-top:solid #b5c4df 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> <a href="mailto:goal-bounces@eprints.org" target="_blank">goal-bounces@eprints.org</a> [mailto:<a href="mailto:goal-bounces@eprints.org" target="_blank">goal-bounces@eprints.org</a>]
<b>On Behalf Of </b>Kathleen Shearer<br>
<b>Sent:</b> Thursday, June 04, 2015 3:54 PM<br>
<b>To:</b> Global Open Access List (Successor of AmSci)<br>
<b>Subject:</b> [GOAL] Update on statement against Elsevier's new "sharing" policy</span></p>
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<p class="MsoNormal"> </p>
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<p class="MsoNormal">(sorry for the cross-posting)</p>
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<p class="MsoNormal"> </p>
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<p class="MsoNormal"><span style="color:black">In the last two weeks, over 1,600 individuals and organizations from 52 countries around the world have signed a <a href="https://www.coar-repositories.org/activities/advocacy-leadership/petition-against-elseviers-sharing-policy/" target="_blank">statement</a> opposing Elsevier’s
new article sharing and hosting policy, underscoring that many in the scholarly community do not support the new policy.</span></p>
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<p class="MsoNormal"> </p>
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<p class="MsoNormal">The policy imposes unacceptably long embargo periods for making articles available, the vast majority of which range from 12 months to 4 years after publication. It also requires researchers to apply licenses that restrict the full re-use
of articles.</p>
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<p class="MsoNormal"> </p>
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<p class="MsoNormal">Research funders from around the world are adopting policies that ensure fast access, use and impact of research outputs. Most of these funders' require open access to articles within 12 months of publication or less. Elsevier's policy
is in direct opposition to the trend towards encouraging greater access to and impact of research results.</p>
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<p class="MsoNormal"> </p>
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<p class="MsoNormal"><span style="color:black">Since the statement was published on May 20, 2015, public support has continued to grow, demonstrating the deep, global support for open access to research outputs.</span></p>
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<p class="MsoNormal"> </p>
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<p class="MsoNormal">COAR and SPARC renew <a href="https://www.coar-repositories.org/activities/advocacy-leadership/petition-against-elseviers-sharing-policy/#comment-1394" target="_blank">our call</a> for Elsevier to revise <a href="http://www.elsevier.com/connect/elsevier-updates-its-policies-perspectives-and-services-on-article-sharing" target="_blank">their
policy</a> in order to better align it with the interests of the research community and broader society.</p>
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<p><span style="font-size:10pt;font-family:"Arial","sans-serif"">Elsevier Limited. Registered Office: The Boulevard, Langford Lane, Kidlington, Oxford, OX5 1GB, United Kingdom, Registration No. 1982084, Registered in England and Wales.</span>
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