Thank you, Erica, for sharing this report. We are considering having some principles for the local OA investments. The UC-wide principles will definitely help inform us. I have some documents, and I am gathering more. Best, Angela On Thu, Aug 31, 2023 at 3:04 PM Zhang, Erica <[log in to unmask]> wrote: > 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]> 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] > > *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]> on > behalf of Angela Chikowero <[log in to unmask]> > *Date: *Thursday, August 31, 2023 at 1:20 PM > *To: *[log in to unmask] <[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] > 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] >