Policy on Open Access (2017) — NordForsk
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Guidelines
Policy on Open Access (2017) — NordForsk
What is this about?
Policy on Open Access (2017) is a international policy produced by NordForsk, written in english, and intended for stakeholders in Denmark, Finland, Iceland, Norway and Sweden. It synthesizes expectations for open science and open access within Nordic region, translating high‑level principles into actionable guidance for researchers, institutions, funders and publishers. The document frames openness as a default—tempered by considerations of ethics, privacy, intellectual property, and security—and promotes the maxim of being as open as possible and as closed as necessary. It links openness to research quality, reproducibility, speed of translation, and equitable access to knowledge, particularly for communities with limited subscription access. Core elements typically covered include open access to publications with clear routes to compliance, preferred licensing such as Creative Commons, the use of persistent identifiers, and deposition of the accepted manuscript or version of record in trusted repositories. The guidance also references FAIR data principles and encourages data management plans that specify stewardship, metadata standards, and repository selection. On the operational side, the resource explains responsibilities for authors and host institutions, including acknowledging funding, retaining rights where feasible, and budgeting for publication costs only when necessary. Embargoes, where still allowed, are circumscribed and justified, and exceptions exist for sensitive, commercial, or security‑relevant data; these exceptions are documented through transparent waiver or justification processes. To support adoption, the document points to enabling infrastructure—repositories, registries, discovery services, and research information systems—that help automate compliance and improve the visibility of outputs. It often aligns with or references international efforts such as Plan S, the European Open Science Cloud, or national repository networks, situating local practice within a broader, interoperable ecosystem. Assessment and monitoring are addressed through reporting requirements, progress indicators, and compliance checks at grant reporting or institutional review stages. Rather than counting publications alone, emphasis is placed on the quality of openness: machine‑readable metadata, persistent links, transparent methods, and, where appropriate, sharing of code and data under well‑described licences. The audience for the resource spans researchers who need practical steps to comply; research managers who design workflows and training; librarians and repository managers who provide infrastructure; and policymakers seeking to harmonise national strategies. Examples and FAQs translate policy statements into tangible actions, covering preprints, rights retention statements, and the handling of third‑party content. Equity is treated as a cross‑cutting theme: the document encourages zero‑embargo access when feasible, recognises the burden of author‑facing publication charges, and highlights publisher‑agnostic routes such as repositories and community‑owned platforms. It underscores that openness without attention to inclusion can reinforce disparities, and therefore pairs access with capacity building and multilingual communication where possible. Responsible openness features prominently, requiring safeguards for participants and communities, especially when dealing with personal, health, or Indigenous data. The resource endorses governance mechanisms—ethics oversight, data access committees, and secure environments—that balance public value with legitimate protections, while promoting transparency about any restrictions that remain. Implementation relies on clear roles and timelines. Researchers are encouraged to plan for openness at project inception; institutions to provide training and repository services; and funders to underwrite core infrastructure rather than pay‑per‑article charges where avoidable. Publishers are invited to support author rights, interoperability, and machine‑readable licensing and metadata. For practitioners, the value of Policy on Open Access lies in its specificity and coherence: it gathers dispersed rules into one dependable reference, connects them to global norms, and explains how to demonstrate compliance without excessive administrative load.
