I am no longer replying on GOAL as the discussion is going incircles. This is
also my last reply on J-I now, unless something
startlingly new, important and original is posted:

The simple summary is, yes, when the goal of reaching 100% OA
has not even been 20% reached in 10 years, I am definitely in
favour of lowering the goal-post -- especially when the goal
consists of two independent components, (1) free access and 
(2) certain re-use rights, the first (and lower) of which is much 
more urgent, and much more easily reachable.

Stevan Harnad


On 2012-05-10, at 10:06 AM, Jan Velterop wrote:

      Steve Hitchcock's remark that "BOAI was more a

      strategy than a definition, based on two routes to

      OA, green and gold. It looks like we are placing definition above

      strategy in order to railroad gold over green"

      is baffling.


Hi
      If you first state what you want (the definition the goal) and then
      formulate how you think you should try to get to what you want (the
      strategy), it makes no sense at all to subsequently dismiss what you
      want as "a 10-year old definition" and to question
      putting definition above strategy (implying that strategy be put
      above definition). Strategy to achieve what, exactly? Strategy 'ins
      Blaue hinein', since you have dismissed the goal? 
Further comments interleaved in Stevan's post below.

Jan

On 10 May 2012, at 12:08, Stevan Harnad wrote:

      On 2012-05-10, at 4:43 AM, Jan Velterop wrote:

            I might be convinced by his core argument, and

            quite possibly other people on this list as well,

            if Stevan cum suis could come up with credible

            evidence that in order to get universities and

            funders to mandate deposit in what they call

            OA-repositories requires watering down OA

            and not sticking to what OA was meant to be

            according to the BOAI.


      The evidence is that virtually all the c. 250  Green
      OA mandates that have actually succeeded in getting
      adopted to date (see ROARMAP) are for free online
      access (Gratis OA) only, not for Libre (or "BOAI") OA.
      http://roarmap.eprints.org


It's significant that many of these mandates are so-called ID/OA, in which
OA doesn't stand for Open Access, but for Optional Access. So this is what
has become of the sensible ambitions of OA as formulated in the BOAI, is
it? Optional Access.


      (The mandates are mostly also for the author's
      final draft, not for the publisher's PDF.)


Exactly. At that stage it would be very easy for authors to attach a CC-BY
licence or equivalent to their manuscript. But we don't even seem to ask.


      The reason is that all authors are for free online
      access (at least), the majority of publishers
      endorse (only) free online access (unembargoed)
      and most of the remaining publishers endorse free
      online access (only) after an embargo.


But publishers' endorsement (if that is what it is – I'd call it reluctant
acceptance) is irrelevant when it concerns authors' manuscripts and not
publishers' pdfs, as you've always been arguing, Stevan.


      As evidence that going against authors' preferences

      makes it harder to get mandates adopted, several
      mandates have been delayed or blocked because
      authors wanted the publisher's PDF rather than their
      own final drafts to be the drafts that were freely accessible
      online.


This points to delayed OA as the most achievable short-term solution (most
mandates accept embargoes). Why not declare that an interim goal, a stage
post on the road to real, full OA? You may well get publishers on board,
obviating the need for mandates, which have embargoes anyway. Indeed,
looking at PMC, many publishers already deposit their articles there with
an embargo.


      (The solution was to explain to the authors why
      "lowering the bar" to the author's final draft would
      generate much more free access, and already made
      a huge difference for access-denied users, whereas
      persuading publishers who had already endorsed
      immediate-Gratis Green OA to endorse Libre OA
      would be a long, and possibly endless slog. A similar
      rationale is used for "lowering the bar" to the most
      successful and effective mandate model, ID/OA
      [immediate deposit -- optional access] + "Almost-OA"
      via the email-eprint-access Button for Closed Access
      deposits during the embargo. There are all examples
      of "lowering the bar" -- "reaching for the reachable" --
      in order to get much more access for researchers,
      rather than to continue to make do with access-denial
      year in and year out, by holding out for the unreachable.)


No, I'm not at all advocating 'holding out for the unreachable'. Instead,
pocket what you can pocket, but don't make a second best watered-down
version of OA look like the ultimate goal. And certainly don't confuse the
hell out of people with phrases like 'gratis OA', 'libre OA', 'green',
'gold', and 'ID/OA' to boot, where OA doesn't even stand for Open Access
any longer.

It's straightforward enough: keep the ambition of full OA as defined in
the BOAI, put anything that can be achieved towards that goal 'in the bag'
in the meantime, but don't unhook the highwire at the far end or you'll
never be able to cross the chasm to full Open Access.


      I might add, without evidence, that I am certain that
      the fastest, surest (and probably the only) way to reach
      the currently unreachable (Libre OA, Gold OA, etc.) too
      is to grasp for what is already within reach ("lower the
      bar").
      Green Gratis OA itself, once it becomes universal, will be
      what extends our reach, irreversibly.

      (What follows is a response that I had meant to post to GOAL
      yesterday, but inadvertently sent only to JISC-Repositories.)

      Re-posted:

      I apologize for dwelling on what to some members of the GOAL
      forum and the JISC-Repositories list may seem to be minor or
      irrelevant points.  I would like to suggest that they are far
      from
      being minor or  irrelevant, but go to the very heart of what
      OA is,
      what it's for,  and how to make it happen:

      On 2012-05-09, at 1:19 PM, Jan Velterop wrote:

            Of course the need for access isn't. What I'm

            saying is that just 'gratis' OA won't feel much

            like meaningful access to those who have to

            ingest amounts of papers that are impossible

            to ingest by unaided (by machine) reading.

            This is an interesting article that illustrates
            that:

            http://www.bmj.com/content/341/bmj.c6815

            (not OA, unfortunately)


      Jan, I  think your reply does not address the
      question I asked.. You made what looks like a
      spurious dichotomy, between those who can
      afford sufficient access and those who can't keep
      up with the relevant literature.

      That does not cover the relevant options.

      There are those who can afford sufficient access
      and those who cannot. And for those who cannot
      afford sufficient access, providing Green Gratis OA
      is most definitely providing "meaningful" access.

      For those whose problem is not access but tools
      to help them keep up with the relevant literature
      -- note that this is not an access problem but a
      filtering/alerting/search/navigation problem --
      one can develop solutions without any reference
      to OA. In fact, publishers and secondary indexers
      will be happy to provide such services on the
      full non-OA corpus. Publishers would be delighted
      to form a consortium to help users navigate paid
      content (in fact they are already beginning to do
      it) -- especially if we would just stop the clamor
      for OA (Gratis OA!).

      So what is really at issue is whether Green Gratis OA
      is indeed not "meaningful" enough to warrant "lowering
      the  bar" in order to mandate it.

      According to Jan, it is not.

      According to me, it most definitely is: in fact, it is the
      first and foremost reason for providing OA at all.

      What do other GOAL and JISC readers think?

      (I am also willing to make a bet that once Green
      Gratis OA mandates from institutions and funders
      have generated enough OA content to make it worth
      their while, a generation of bright doctoral students in
      computer science and scientometrics will be more
      than happy to provide filtering and navigation tools
      beyond Jan's wildest dreams. And so will Google.
      All that's missing is that Green Gratis OA content
      that Jan does not find meaningful enough... See
      citebase for the faintest of foretastes (crafted by
      a Southampton doctoral student, Tim Brody, also
      the architect of ROAR, and limited only by the
      sparseness of OA content):
      http://www.citebase.org/ )

      Stevan Harnad




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