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Open Access Strategy of Forschungszentrum Jülich

Resolution of the Board of Directors of 24 November 2015

Jülich’s OA StrategyNotes from ZB

1. Gold open access

a) The publication of the scientific findings of Forschungszentrum Jülich in gold open access journals is explicitly encouraged. Forschungszentrum Jülich’s objective is to ensure that the number of open access publications is 10 % higher than the global average.

b) Publication fees for gold open access journals are paid fully from the ZB-managed publication fund when the corresponding author is from Forschungszentrum Jülich.

a) For the first time, clear priority is on original open access publications. Forschungszentrum Jülich does not want to follow the trend, but rather help shape the trend by leading it.

b) The previous regulation on publication fees in pure gold open access journals remains unaffected. It should be noted that publication fees will only be paid for articles in which the corresponding author has indicated Jülich as their affiliation.

2. Green open access

a) ZB completes – as far as possible – the data sets in JuSER by adding the publishers’ versions of publications.

b) The heads of the organizational units should send the “Final Draft Post Referee” version of publications to ZB. ZB clarifies secondary-use copyright issues and uploads the publications to Forschungszentrum Jülich’s repository accordingly. (cf. Directive No. 1/2013 “Publications by Forschungszentrum Jülich GmbH”)

c) UE and ZB monitor the development of any obligations concerning open access that may be required by funding bodies, research funders, or the Helmholtz Association (PoF).

a) When releasing a dataset in JuSER entered by the institutes, ZB completes it with the publishers’ version of the publication (PDF). Under the green open access rules, these versions can usually only be used internally, but not be made accessible externally.

b) The final author’s version is sent to ZB as was previously done. After an embargo period, which ZB will observe, these versions can usually be made available according to the open access model.

c) It cannot be ruled out that external obligations may impose an open access quota on Forschungszentrum Jülich. If applicable, UE and ZB will provide suggestions as to how these can be fulfilled.

Update: The Assembly of Members of the Helmholtz Association has now decided to implement an open access quota.

3. Subscription journals

a) Through active collection management of subscription journals, ZB will ensure that the increasing financial requirements of the publication fund are covered by procurement resources that become available due to subscription cancellations.

b) Publication charges for subscription journals, including hybrid open access fees, will no longer be paid for out of the publication fund (cut-off date for submitted publications: 1 January 2016)

a) From 2018 onwards, ZB will as a rule only conclude journal contracts with a term of one year in order to be able to react flexibly to the decrease in financial resources available for subscriptions.

b) As a further measure for limiting the total expenditure, the publication fund will be converted into a pure gold open access fund. No other publication fees will be paid from it. This applies to all publications submitted since 1 January 2016. ZB will continue to manage all other publication fees, including any correspondence with publishers. The publication fees will be paid by the corresponding author’s cost centre (or if applicable, by a third-party-funded project).

Open Access – RoadsCopyright: Forschungszentrum Jülich