OAC 2025 Professional study plan
OAC 2025 Professional · Give each week a clear focus.
8 weeks · About 7 hours per week
Foundations and Governance of Open Access and Open Science & Open Access Publishing Models and Business Models
Define open access, open science, and open research in your own words and distinguish them from related terms such as public access and FAIR data
Map the historical milestones from the Budapest, Bethesda, and Berlin statements through Plan S to current policy debates
Compare green, gold, diamond, hybrid, and bronze routes by cost bearer, version deposited, and licensing outcome
Explain the governance roles of funders, institutions, publishers, and community infrastructure in shaping open access
Identify three tensions (equity, sustainability, researcher autonomy) that recur across all later domains
Your checkpoint
A one-page comparison table of the five publishing routes with cost bearer, version, license, and typical embargo, plus a 200-word summary of the governance landscape
Open Access Publishing Models and Business Models
Calculate the real cost per article of a transformative agreement using APC, read-and-publish offsetting, and administrative overhead
Distinguish transformative agreements from pure read deals and evaluate their compliance with funder requirements
Explain collective funding models such as Subscribe to Open, crowdfunding, and library publishing consortia
Analyze how APC-based models affect authors from underfunded institutions and propose at least two mitigation mechanisms
Your checkpoint
A cost model spreadsheet comparing three business models for a hypothetical 500-article institution, with a 300-word recommendation memo
Rights, Licensing, and Copyright (CC Licenses, Author Rights)
Compare the six Creative Commons licenses and CC0 on commercial use, derivatives, share-alike, and attribution obligations
Explain what authors transfer or retain under a standard publisher copyright transfer agreement versus a license to publish
Apply the rights retention strategy and prior license language to a realistic funder scenario
Distinguish TDM, text mining, and educational exceptions from licensed reuse, and identify where they do not apply
Your checkpoint
A decision tree that takes a manuscript and a funder mandate as inputs and outputs a recommended license and rights-retention step, with four worked scenarios
Institutional Repositories and Research Data Management
Design a deposit workflow that moves a manuscript from acceptance to repository through metadata capture and version control
Evaluate repository platforms and certification schemes on interoperability, preservation, and discoverability criteria
Draft a data management plan that satisfies FAIR principles and typical funder DMP templates
Explain the roles of data stewards, repository managers, and researchers in research data management
Your checkpoint
A complete sample data management plan plus a repository deposit checklist covering metadata fields, version labeling, and access conditions
Open Research Infrastructure, Standards, and Persistent Identifiers & Compliance, Mandates, and Funder/Institutional Policies
Match persistent identifier types (DOI, ORCID, ROR, RAiD, IGSN) to the entities they identify and the services that resolve them
Describe how metadata exchange standards and harvesting protocols enable aggregation across repositories
Interpret funder and institutional policy language to extract concrete compliance obligations and deadlines
Build a compliance checklist covering deposit timing, licensing, and reporting for a named policy type
Your checkpoint
A compliance matrix that maps five policy clauses to required actions, evidence, and responsible office, annotated with the relevant persistent identifiers
Research Assessment, Metrics, and Responsible Evaluation & Equity, Diversity, and Inclusion in Open Access
Critique journal-level metrics and impact factor proxies using responsible evaluation principles such as DORA and the Leiden Manifesto
Design an evaluation approach that uses narrative CVs and qualitative evidence alongside quantitative indicators
Identify how APC models, language, and geographic bias create exclusion in open access participation
Propose two concrete equity interventions for authors from low-resource institutions
Your checkpoint
A two-page responsible evaluation framework for a hiring or promotion committee, including at least three equity safeguards
Open Access Advocacy, Training, and Community Engagement
Design a training session for researchers on rights retention and repository deposit, sequenced for a 45-minute format
Draft advocacy messages tailored to three audiences: senior management, early-career researchers, and library colleagues
Plan a community engagement activity that builds a local open access champion network
Evaluate training effectiveness using a simple pre/post knowledge measure
Your checkpoint
A complete training session plan with learning outcomes, timed activities, slide outline, and a five-question pre/post assessment
Foundations and Governance of Open Access and Open Science & Open Access Publishing Models and Business Models & Rights, Licensing, and Copyright (CC Licenses, Author Rights) & Institutional Repositories and Research Data Management & Open Research Infrastructure, Standards, and Persistent Identifiers & Research Assessment, Metrics, and Responsible Evaluation & Compliance, Mandates, and Funder/Institutional Policies & Open Access Advocacy, Training, and Community Engagement & Equity, Diversity, and Inclusion in Open Access
Synthesize all domains into a single integrated policy briefing for a fictional institution
Complete two timed practice sets weighted by domain percentage and review every wrong answer against source material
Identify your three weakest sub-topics and write corrective notes for each
Rehearse explaining rights retention and transformative agreements aloud in under two minutes each
Your checkpoint
A full-length timed practice exam with a scored error log and a one-page integrated policy briefing
Milestones
Week 2: Can explain all five publishing routes and their cost bearers from memory, and correctly compute an offsetting agreement cost in under ten minutes
Week 4: Can produce a compliant deposit record and a DMP section without consulting notes, scoring at least 80 percent on a self-made checklist
Week 6: Can justify a hiring recommendation using responsible evaluation principles and name two equity interventions with evidence
Week 8: Score at least 75 percent on the timed practice exam, with no domain below 60 percent