25 ACTION LINE - SERVICES Open Science drives innovation. OpenAIRE is committed to identify opportunities to support the transition to an Open Scholarly Communication ecosystem. As research is a global effort, OpenAIRE will actively seek synergies with like-minded organisations and visionaries to support experimentation and innovation in services and business models that will bring us one step closer to our goal.
- Make OpenAIRE infrastructure and services core elements in the Open Science ecosystem.
- Develop sustain- able and innovative business and process models for Open Scholarly Communication.
S-2: DEVELOP SUSTAINABLE AND INNOVATIVE BUSINESS AND PROCESS MODELS FOR OPEN SCHOLARL Y COMMUNICATION. Develop sustainable and user centric services for Open Scholarly Communication Embrace and put in practice the Principles for Open Scholarly Infrastructure (POSI) for all services in the OpenAIRE portfolio, promoting and including research and scholarly communication communities as partners. Adopt user centric development for services. Professionalise the operation and provision of services by investing in user understanding, engagement and support. Explore and pilot different business and revenue models for OpenAIRE services. 26 Support the modernisation of repositories and publishing platforms, in collaboration with COAR and national organisations and initiatives. Share resources and expertise, technical guidance and support to enable the adoption of innovative publication models, with the goal to position Open Access platforms and institutional settings at the core of governance for innovative services. Develop a directory of existing innovative publishing initiatives in coordination with other organisations and initiatives like COAR, SPARC, LIBER. Create a template that describes at a minimum disciplinary research, publication workflows and practice, business models, governance. Develop and operate a scholarly communication catalogue with services from OpenAIRE AMKE, members and affiliates. Engage with the research community to identify and support instruments for the financing of innovative business models, fund Proof of Concept (PoCs) and high- light successful Open Scholarly Communication practices and models. Support innovative publishing and research dissemination 27 ACTION LINES - TRAINING AND SUPPORT OpenAIRE and its members have gained a lot of traction and expertise in designing and delivering training for Open Science. Building on this expertise, OpenAIRE will solidify efforts to (i) improve the quality of all training resources, (ii) co-invest and co-develop in tools and infrastructure to share costs and resources for delivering professional training, and (iii) help NOADs and other national actors acquire skills so they may assume key training activities in their country. 3. Develop and operate a hub of quality training resources for Open Science. 4. Support a decentralised pan-European Open Science competence centre and Helpdesk.
T-2: MAKE OPENAIRE AN INTEGRAL PART OF A DECENTRALISED PAN-EUROPEAN OPEN SCIENCE COMPETENCE CENTRE AND HELPDESK. Coordinate relevant organisations and develop synergies within and outside the EU 28 Invest in the development and operation of a Learning Management System (openplato.eu) to host world class training resources for Open Science. Liaise with key players in the field and offer it as a hosting platform. Empower members to continue and strengthen local training and be involved in and align with national/institutional initiatives. Work with e-Research Infrastructures at EU and local levels to deliver training and upskill researchers. Mobilise and support NOADs to contribute to national digital transformation efforts related to Digital Skills agendas via national EOSC initiatives. Sustain and expand the Community of Practice of training coordinators and transform it into a body that can steer developments in skills and training. Support an Open Science Helpdesk in collaboration with other e-Infrastructures. Participate and contribute to global efforts for standards related to quality and certification of learning resources and adopt them in openplato.eu. Capitalise on current efforts related to the delivery of the EOSC training catalogue and continue its support within the EOSC remit. Embed quality through continuous assessment and professional/pedagogical evaluation mechanisms. Explore and pilot dedicated innovative learning platforms and methods. Liaise with third parties for knowledge exchange. Operate a continuous and open process for co-designing and co-developing learning resources, and deliver to different actors (researchers, repository managers, data librarians, policy makers) addressing different levels of expertise (entry, intermedi- ate, advance). Extend coverage of resources from implementation of Open Science to topics of Responsible Research. T-1: MAKE OPENAIRE A HUB OF QUALITY TRAINING RESOURCES FOR OPEN SCIENCE. Develop open training infrastructure and services
29 A sustainable policy environment at the national level is centred on two priorities: (a) the creation of synergies with complementary national nodes within national EOSC sys- tems, and (b) an extension of open science policies to cover topics such as responsible research and governance related to research outcomes and products. ACTION LINE - POLICIES 5. Develop collaborative communities of practice that strengthen Open Science adop- tion through regional coordination. The NOADs have played an important role in fostering the alignment and enhancement of Open Access policies across countries in the past 10 years. As Open Science becomes a game changer and the new norm within the new ERA, and the global recommendations of UNESCO are being put into motion, the OpenAIRE network will adjust to this emerging landscape where more actors are in play, and commits to support the national dialogue, facilitate a mutual learning environment and put into practice tools for a faster transition.
P-1: DEVELOP COLLABORATING COMMUNITIES OF PRACTICE THAT STRENGTHEN OPEN SCIENCE ADOPTION THROUGH REGIONAL COORDINATION. Be vigilant, deliver and adopt tools to support policy alignment, e.g., Model Policy, legal , Open Science Profile templates. Regularly update the country pages to reflect on the ground developments and work with the EOSC Partnership for keeping the EOSC Observatory up to date. Sustain the OpenAIRE NOADs network and support it via mechanisms that will allow cross-fertilisation of ideas, practices, experiences, measures and action plans for implementing infrastructure and upskilling. Encourage the recognition of Open Science practices within mainstream research practices. Integrate new methods and criteria of research evaluation recognising open science practice. OpenAIRE is not only a data provider but also a stakeholder in the development of new indicators. Become the most reliable source in terms of Open Science indicators, metrics and data contributing to the development of a commonly accepted system of classifying and assessing Open Science policies. Actively participate in the EOSC Association and its Working Groups to create a bi-directional communication channel. 30 Contribute to EU open science policy alignment Develop tools and toolkits for policies 31 Open Science is not a game for one. It often means different things to different people. But what’s at OpenAIRE’s core is sometimes harder to grasp. We are an infrastructure that wants to advance openness and transparency in research, to integrate the best-of-breed, and support community-driven solutions to be built on the infrastructure we operate. We can’t do it all — there are other organisations in Europe and the world to address the needs and share the costs of an Open Infrastructure. Partnerships are at the heart of OpenAIRE. Our infrastructure supports our partners and our partners’ support groups. Focusing on the Open Scholarly Communication layer, building effective, long-term relationships is of key importance to reach our strategic goals, and in the next few years we will actively look for partnerships with: Infrastructures: e-Infrastructures – presenting a holistic solution to European providers and researchers, working towards an eInfra Forum; EOSC Association – encompassing OpenAIRE core services; Research Infrastructures – federating research artefacts and promoting Open Science practices. Global: Regional initiatives around the world who are ready to mirror OpenAIRE infrastructure and link towards a global and Open Scholarly Communication system. SMEs: Supporting them in building novel services supporting any type of sharing and re-using or advancing knowledge. Provided they follow Open Science practices, i.e., no content and service lock-ins. Scholarly communication ecosystem: COAR – promoting repository infrastructure; LIBER – common outreach via libraries; EUA and other university associations– promoting policies and practices; European University Networks – sharing services; EuroCRIS – linking to institutional and national CRIS platforms; RDA – using a global forum for standards; Operas – meeting the world of SSH scholarly communication; Coalition S – promoting the use of repositories; OA platform suppliers (DSpace, PKP and others) – upgrading them to new technologies and functionalities; learned societies – supporting them towards a transition to Open Access. 5. SUPPORTING THE STRATEGY
32 B. PARTICIPATING IN PROJECTS, TENDERS AND COLLABORATIONS OpenAIRE will actively participate in EU projects and tenders, as well as other national or international funders, whose purpose serves the five strategic priorities. This will allow the organisation to build synergies and deliver tangible results on the envisioned action lines. With the services and network in the forefront, our participation will exploit the following areas:
- Co-development of an Open Scholarly Communication infrastructure
with a European and global footprint
Contribute to the building and operation of EOSC Core, focusing on interoperability
(OpenAIRE Guidelines, OpenAIRE PROVIDE) and place the OpenAIRE Research Graph in the centre of developments to enable discovery, policy monitoring and research assessment. - Co-creation of Open Science communities Work together with Research Infrastructures, Data Spaces or projects related to EU Missions, embed Open Science practices and services from early on in foreseen operations and co-develop training materials and tools to upskill and support the communities.
- Innovation on scholarly communication services and models Attract innovators and visionaries in scholarly communication (ICT, scholarly communication experts) and work with them to develop pilots that support innovations in infrastructure and research/publishing practice, and test them.
- Studies and models for Open Science monitoring, uptake and impact Work with social scientists and experts in scientometrics and econometrics to identify trends in R&I practices related to Open Science. Specifically focus on Diversity, Equity and Inclusion (DEI) and on ethical aspects related to data/code sharing and re-use in AI.
- Open Science sustainability at global scale Bring international communities closer to cooperation models related to infrastructure, data and technology exchange, community development, R&I assessment indicators.
32 33 C. PROMOTING AN EFFECTIVE ORGANISATIONAL STRUCTURE The organisational structure underpinning OpenAIRE’s strategy and activities has three main objectives:
- Ensure optimal coordination for the delivery of the envisioned action lines between members.
- Optimise the flexibility and efficacy of the strategic activities.
All activities described in the action lines for services-training-policy are steered by
Standing Committees whose roles are to coordinate, monitor and assess. The imple- mentation targeting specific topics or themes is carried out by Working Groups which are created based on needs and gather members and non-members to work collabora- tively, share information, and have a limited timeframe of one or two years with clearly set objectives and deliverables to be achieved. - Monitor progress and ensure accountability.
34 Communication & Engagement Community Growth and Development Services Training Outreach, Communications & Engagement Open Science Strategies Training & Support Services & Technologies Administration & Legal Standing Committees Office Chief Executive Officer Executive Board WORKING GROUPS OPENAIRE ORGANISATIONAL CHART EOSC WG The EOSC WG discusses the potential new role of NOADs and the EOSC implementation at national level. Business Models WG The objective of this working group is to develop sustainable business models for the operation of OpenAIRE and scholarly communi- cation services. Research Data Management WG The Research Data Management (RDM) WG focuses on institutional and national RDM support and good practice exchange. Monitor OS Policies WG The Monitor Open Science Policies (MOSP) WG identifies indicators for measuring Open Science uptake and impact, overviews monitoring activities in European countries and aligns with OpenAIRE. +...
35 OPENAIRE SERVICES MAPPED TO THE 5 STRATEGIC PRIORITIES P1: INFRASTRUC- TURE FOR OS P3: RESEARCH ASSESSMENT P4: INNOVATIONS IN RESEARCH COM MUNICATION & DISSEMINATION P5: MONITORING OF THE UPTAKE OF OS POLICIES P2: DATA & SERVICE QUALITY ASSUR- ANCE Reach interoperability standards with the EOSC ecosystem Compatibility assessment Discovery service for EOSC & beyond Intelligent discovery RDM linked to local & EU infrastructure Interoperability Interoperability Publish and share data Publish OA publications Interoperability Enbable Next Generation Metrics New indicators for ranking systems Derive new business models Assess costs and counterfactuals Interoperability for sharing costs New publishing model Share data in a trusted way Next Genera tion Metrics Used in OS metrics and indicators Assess uptake of RDM practice Increase quality of RDM Increase quality of repositories Communicate research via customised portals Curated by local communities Enable Next Generation Metrics Adopt, Adapt and Visualize metrics Indicators and visualiza- tions of organisational OS uptake Indicators / visualiza- tions in Open Science & EOSC Observatory Assess OS practice Assess FAIRness of data Improve repository metadata quality Improve value of added services Improve metadata & repository quality Assess research community outcome and OS Build commercial services with scientific quality