OAC 2025 Professional study materials
OAC 2025 Professional study resources

OAC 2025 Professional study plan

OAC 2025 Professional · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

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

Week 2

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

Week 3

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

Week 4

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

Week 5

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

Week 6

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

Week 7

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

Week 8

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