Hi Angela, For the cataloging/resource management aspect, the SILS Open Access Resource Management Task Force developed a set of principles for managing OA resources consortially. The principles can be found in their Phase One report<https://libraries.universityofcalifornia.edu/wp-content/uploads/2021/11/OARMTF_Phase_One_Report_Oct_2021.pdf>. Hope this helps! Sincerely, Erica Zhang From: Scholarly Communications CKG <[log in to unmask]> On Behalf Of Timothy M Vollmer Sent: Thursday, August 31, 2023 2:33 PM To: [log in to unmask] Subject: Re: [SCCKG] Open Access Collection Development Policy or Principles Hi Angela: A few years ago UC Berkeley Library had a working group that developed criteria for local OA investments. * Here's the report<https://docs.google.com/document/d/1Iq_KECNlC5WhMxDl2-Y0Jnmuiuxp8YFoAcx8iorxyqY/edit?usp=sharing> * Here's the step-by-step guide<https://docs.google.com/document/d/1A5a_0umaNqhTvVSAnlZ_gk_yA1-eRtZWjSkcsKMSVOw/edit?usp=sharing> * Here's the vendor/resource questionnaire<https://docs.google.com/document/d/1npm5oexFmqOC0_vbuOmQdz6WxasEydCUETPq4Yr-Am0/edit#heading=h.9vg7t9y0phhv> There are also some related resources at the UC-wide level. You might already know of some of these. For example: * Guidelines for Evaluating Transformative Open Access Agreements<https://osc.universityofcalifornia.edu/uc-publisher-relationships/guidelines-for-evaluating-transformative-open-access-agreements/> * Scholarly Transformation Advice and Review (STAR) Team Criteria Summary<https://libraries.universityofcalifornia.edu/sclg/star/scholarly-transformation-advice-and-review-star-team-criteria-summary/> * Also, the Shared Content Leadership Group (SCLG) *was* working on a draft of "Principles and Guidelines for Open Access Memberships, Partnerships and/or Initiatives Support" back in 2021. Not sure what the status of it currently is. Hope this helps a bit, Tim On Thu, Aug 31, 2023 at 2:00 PM Swift, Allegra <[log in to unmask]<mailto:[log in to unmask]>> wrote: Hi Angela, I’ve been trying to convince our collection strategists to put a group together to write one and have been gathering notes and examples here<https://docs.google.com/document/d/1ufgFnBq5ewExMFvAwSRIUjokS-Fheiph9ahOLJYv0sM/edit?usp=sharing>. Please feel free to add anything you find to it. Allegra Allegra Swift | Scholarly Communications Librarian UC San Diego Library | [log in to unmask]<mailto:[log in to unmask]> https://orcid.org/0000-0003-2160-6960<https://urldefense.com/v3/__https:/orcid.org/0000-0003-2160-6960__;!!Mih3wA!T4VGrOddoXVXKPPma1Jsrb8K48j5_4YLcieiGQd8hdzHjhbBDT0Tuwc0YsL7fljm$> Pronouns: she, her, hers / Why do pronouns matter<https://urldefense.com/v3/__https:/www.mypronouns.org/what-and-why/__;!!Mih3wA!T4VGrOddoXVXKPPma1Jsrb8K48j5_4YLcieiGQd8hdzHjhbBDT0Tuwc0YkZ8I60b$>? Meet: here's my calendar link<https://urldefense.com/v3/__https:/calendly.com/akswift__;!!Mih3wA!T4VGrOddoXVXKPPma1Jsrb8K48j5_4YLcieiGQd8hdzHjhbBDT0Tuwc0YmeRYxWX$> to make finding time easy. Info on services and resources: lib.ucsd.edu/schol-comm<http://lib.ucsd.edu/schol-comm> Twitter: @UCSDScholCom<https://urldefense.com/v3/__https:/twitter.com/ucsdscholcom__;!!Mih3wA!T4VGrOddoXVXKPPma1Jsrb8K48j5_4YLcieiGQd8hdzHjhbBDT0Tuwc0Yi8LJNUc$> | Blog: CONDUIT<https://knit.ucsd.edu/scholcomm/> UC resource on EDI in scholarly communication<https://osc.universityofcalifornia.edu/scholarly-publishing/diversity-equity-and-inclusion-in-scholarly-communication/>. In the spirit of healing, I acknowledge and honor the Kumeyaay<https://urldefense.com/v3/__https:/native-land.ca/maps/territories/kumeyaay/__;!!Mih3wA!T4VGrOddoXVXKPPma1Jsrb8K48j5_4YLcieiGQd8hdzHjhbBDT0Tuwc0YjmQDbT0$> and all of the original Indigenous peoples of the land upon which UC San Diego stands. / Whose land are you on?<https://urldefense.com/v3/__https:/native-land.ca/__;!!Mih3wA!T4VGrOddoXVXKPPma1Jsrb8K48j5_4YLcieiGQd8hdzHjhbBDT0Tuwc0Yh1o3SfC$> From: Scholarly Communications CKG <[log in to unmask]<mailto:[log in to unmask]>> on behalf of Angela Chikowero <[log in to unmask]<mailto:[log in to unmask]>> Date: Thursday, August 31, 2023 at 1:20 PM To: [log in to unmask]<mailto:[log in to unmask]> <[log in to unmask]<mailto:[log in to unmask]>> Subject: [SCCKG] Open Access Collection Development Policy or Principles Hi All, I am wondering if anyone in the UC has in place an open access collection development policy or a set of principles they can share, like the one from Emory: https://libraries.emory.edu/media/4631<https://urldefense.com/v3/__https:/libraries.emory.edu/media/4631__;!!Mih3wA!H2U5cWpooUwHz3F_jdpeRLbuguy81zgsnKBDfC-KZyIpU9EFZF4hkOQLWHvpgw0oAQTyYhh-EV1-cdPgaXd_IA$>. Thank you all in advance! Best, -- Angela Chikowero Pronouns: she/her/hers Open Access Collection Strategist orcid.org/0000-0003-4101-1331<https://urldefense.com/v3/__https:/orcid.org/0000-0003-4101-1331__;!!Mih3wA!H2U5cWpooUwHz3F_jdpeRLbuguy81zgsnKBDfC-KZyIpU9EFZF4hkOQLWHvpgw0oAQTyYhh-EV1-cdOscRJ1Dw$> UCSB Library Santa Barbara, CA 93106 Office: (805) 893-5873 Email: [log in to unmask]<mailto:[log in to unmask]> Request a research consultation<https://urldefense.com/v3/__https:/libcal.library.ucsb.edu/appointments/angelachikowero__;!!Mih3wA!H2U5cWpooUwHz3F_jdpeRLbuguy81zgsnKBDfC-KZyIpU9EFZF4hkOQLWHvpgw0oAQTyYhh-EV1-cdNIuH66Ww$> "I tell my students, 'When you get these jobs that you have been so brilliantly trained for, just remember that your real job is that if you are free, you need to free somebody else. If you have some power, then your job is to empower somebody else''' ~ Toni Morrison -- Timothy Vollmer (he/him) Scholarly Communication & Copyright Librarian University of California, Berkeley Doe Library, 189 Annex Berkeley, CA 94720 [log in to unmask]<mailto:[log in to unmask]>