Dear Wouter,

Just to clarify, with our comments COAR is not proposing that "free to read" 
and "open access" are the same. 

"Open access" indicates the access mode/status regardless of any limitations 
(while "free_to_read" already implies a restriction: it is free to read)
Instead what users are permitted to do with the "scholarly content" should be 
articulated by the license reference, e.g. read only, derivatives, re-use, 
aggregation, text-mining etc.

In addition, there are already established practices and vocabularies to 
describe these concepts used by our members (Open Access/Closed 
Access/Embargoed Access). Why not use those?

(It somewhat paradoxical that "Open Access Metadata and Indicators" begins by 
not using the term Open Access)

All the best, Kathleen



On 2014-02-04, at 3:09 PM, "Gerritsma, Wouter" <wouter.gerrit...@wur.nl> wrote:

> Dear Kathleen
>  
> There is a tremendous difference between “open access” and “free to read”. 
> You can’t simply state Use the term “open access” instead of “free to read”: 
> I can’t see how this can be the official statement from COAR.
>  
> Yours sincerely
> Wouter Gerritsma
>  
>  
> From: goal-boun...@eprints.org [mailto:goal-boun...@eprints.org] On Behalf Of 
> Kathleen Shearer
> Sent: dinsdag 4 februari 2014 18:12
> To: Global Open Access List (Successor of AmSci)
> Subject: [GOAL] COAR Comments on NISO's Open Access Metadata and Indicators
>  
> Dear OA community,
> I thought some of you may be interested in COAR's comments on NISO's draft 
> Open Access Metadata and Indicators
>  
> COAR's Comments on NISO's Open Access Metadata and Indicators
> The Confederation of Open Access Repositories (COAR) supports NISO’s efforts 
> to harmonize the expression of open access and re-use rights for 
> publications. We strongly believe that it would be very beneficial to have a 
> common approach to these indicators across the entire scholarly community.
> COAR is an international association of repository initiatives representing 
> over 100 organizations in 35 countries on 4 continents (Asia, Europe, North 
> America and South America). Our mission is to enhance the visibility and 
> application of research outputs through a global network of Open Access 
> digital repositories. COAR’s members represent an important stakeholder 
> community, as they would be tasked with adapting to any such community 
> standard within the context of their repositories. To that end, we have a 
> number of specific comments that we invite the NISO working group to consider.
> Adopt a common vocabulary within the context of existing metadata schemas, 
> instead of creating new metadata elements: In principal, COAR concurs that 
> there should be a clear distinction between the expression of access status 
> and associated rights. However, we have strong concerns with the proposal to 
> introduce new metadata elements in order to express these concepts. Most 
> existing metadata schemas already have elements for expressing rights (for 
> example, the rights element in Dublin Core). Instead of introducing new 
> metadata elements, which will be extremely onerous for the community to 
> adopt, COAR proposes the adoption of a common vocabulary that can be 
> implemented into elements within existing metadata schemas. COAR and other 
> stakeholders in the repository community are already maintaining the 
> “info:eu-repo” vocabulary[1] that could promote the use of standard 
> vocabulary elements around open access. In addition, any described standards 
> should also be compatible with more detailed and extensive metadata formats 
> beyond Dublin Core (for example MODS, MARCXML or CERIF) and should be checked 
> in this respect.
> Use the term “open access” instead of “free to read”: Open access is a term 
> widely used and understood in the scholarly community and has become the 
> standard terminology. COAR sees no value in adopting a new term. Rather a new 
> term, free to read, will only serve to obfuscate the issue.
> There should be no end dates for “free to read” (or “open access”) indicator: 
> By allocating an end date to the “free to read” element, the working group is 
> confusing open access content with promotional material (that may be made 
> available for a short time and then attached with a fee). This practice would 
> go against normal and best practice of the scholarly community. Open access 
> (free to read), by its very nature, can be embargoed for a time, but once it 
> has been made available without a fee, cannot be put again behind a pay wall.
> More repository use cases should be included: There are two major options for 
> providing open access to articles: open access journals and open access 
> repository. The NISO recommendations fail to take into account the range of 
> indicators that are required in the repository context. For example, in their 
> current form, there is no way to express who the copyright holder is or 
> distinguish between pre-prints from post-prints. Furthermore, there is a 
> significant portion of content in repositories that lacks a URI with 
> information about re-use rights. Current repository platforms have already 
> implemented much more sophisticated approaches to rights expression than the 
> ones recommended by NISO. These may have to be drastically altered if current 
> indicators are adopted. In terms of next steps, we strongly urge the working 
> group to consider designing a simple mapping or crosswalk that would allow 
> repositories to join into this harmonization effort. In addition, more 
> repository use cases should be taken into account as the recommendations are 
> adapted and implemented, and NISO should broaden its working group to include 
> greater representation from the repository community.
> Widen the scope of recommendations: End users of repositories need 
> transparent information on the access conditions for all types of material in 
> their collections. The NISO draft emphasizes content and scholarly works, 
> terms that imply a wide range of content types beyond publications. However, 
> as acknowledged by NISO (pg. 2), these indicators do not take into account 
> the characteristics of a range research outputs including datasets. Research 
> data is increasingly recognized as an important scholarly output, valuable on 
> its own or in connection with publications. It is clear that the issue of 
> access to research data is difficult to describe with a simple "free-to-read" 
> tag, or similar. Taking all this in consideration COAR suggests that any 
> recommended practice should also address research data.
> [1] 
> https://www.coar-repositories.org/activities/repository-interoperability/ig-controlled-vocabularies-for-repository-assets/
> 
>  
>  
> Kathleen Shearer
> Executive Director, COAR
> kathleen.shea...@coar-repositories.org
> www.coar-repositories.org
> Skype: kathleen.shearer2
> +1 514 847 9068
>  
>  
>  
> 
>  
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