Since we haven't sent a response on the thread for now, I'll share what I know and hopefully we can continue the discussion.

Here are few questions I could gather from the discussions on this thread:

* Do we have a definition for pre-print?
We have a working definition but this is not documented anywhere mostly because the OA policy encourages the publication of post-print, and not pre-print: Section D of the FAQ says: "We encourage all authors to deposit post-print manuscripts when possible." and that if the author(s) are going with pre-print (think about it as anything other than post-print), they should apply for the waiver. We have made a note to define and add it, probably to the FAQ.

* Do the WMF grants cover the OA fees?
This question is best answered by Kacie.
My understanding as a researcher working with her is the following: Starting some time in winter 2016, when we consider funding research through grants, we want to ensure that we have funding to support the publication of research that is subject to the OA policy before providing funding. I'm not sure what the situation is for grants approved before this rough time.

* Can one apply for WMF grants to cover OA fees for a research that was not funded by WMF but is about Wikimedia projects?
Again, Kacie will be the person who can give the definitive response here. When we discussed this last few months ago, the conclusion was that we don't want to enter this area for now, given that there is at least one constraint and that is the budget for grants, and given this constraint, we want to make sure we work with those who we give grants to, to make sure their work is licensed in a way compatible with the OA policy.

I hope this helps.

Best,
Leila


Leila Zia
Research Scientist
Wikimedia Foundation

On Thu, Jun 30, 2016 at 10:27 AM, Leila Zia <leila@wikimedia.org> wrote:
Hi all,

Just a note to re-acknowledge that we have received the questions on this thread and you should expect a response from us by Friday, July 8.

Max, if you are working against a deadline that cannot wait until July 8, please ping me off-list and I'm happy to chat with you more about it.

Best,
Leila

--
Leila Zia
Research Scientist
Wikimedia Foundation

On Thu, Jun 30, 2016 at 9:50 AM, Leila Zia <leila@wikimedia.org> wrote:
​Hi Daniel,​

On Wed, Jun 29, 2016 at 5:48 PM, Daniel Mietchen <daniel.mietchen@googlemail.com> wrote:
Dear all,

this situation was actually discussed in detail when the policy was
drafted, and it is reflected in two parts of the policy:
- Under "C. Published Materials. Researchers will publish any output
in an Open Access outlet under a Free License.", it states
"If a work based on the project is accepted for publication in a peer
reviewed outlet that does not make its articles available online, free
of charge, and under free licenses, an electronic copy of the author’s
accepted manuscript will be submitted to a public and permanently
archived repository by the official date of publication, without any
embargo period, and released under a Free License." ==> This basically
means you can publish in closed-access journals, as long as you make a
pre- or postprint openly available.

​To clarify: Under the OA policy you are expected to publish the post-print version, and if you cannot, you should ask for a limited waiver. This is explained in Section D, Question 1 in the FAQ.

​Best,
​Leila​

Cheers,
d.

On Wed, Jun 29, 2016 at 10:17 PM, Jonathan Morgan <jmorgan@wikimedia.org> wrote:
> Thanks, Sydney and Pine.
>
> This is timely, as Resources is currently re-vamping their instructions for
> grant proposals (including research-focused grants). So it's a good time to
> hammer out our policy and process here.
>
> Max: if you're willing to ping me off-list and relate some of the details of
> your conversation, that will help me follow up on the particular issue
> you're facing right now.
>
> I want this to be clear and easy for grantees going forward—if WMF is
> funding research, we should be prepared to support the dissemination of that
> research in a way that aligns with our values. In the future, I would like
> to see grantees budget anticipated OA fees into their requests, and a
> process for vetting this during the proposal review period.
>
> I know there has been some conversation between Research and Resources
> around this issue in the past, but I don't know if there were decisions
> made... more likely I'll need to start it back up again. We're all still
> working out the kinks in the OA policy (even staff researchers are trying to
> understand the ramifications for our work).
>
> I'll make sure to notify this list when I learn more.
>
> Jonathan
>
>
> On Wed, Jun 29, 2016 at 11:45 AM, Sydney Poore <sydney.poore@gmail.com>
> wrote:
>>
>> Hi Max,
>>
>> This issue was discussed in the context of a paper about Wikipedia working
>> with medical students in the classroom.
>>
>> See the talk page and endorsements for the discussion that led to the
>> grant being approved. .
>>
>>
>> https://meta.wikimedia.org/wiki/Grants:PEG/bluerasberry/open_access_release_funding_for_paper_on_Wikipedia_in_classroom
>>
>> Sydney
>>
>> Sydney Poore
>> User:FloNight
>> Wiki Project Med Foundation
>> WikiWomen's User Group
>> Facebook https://www.facebook.com/sydney.e.poore
>>
>>
>> On Tue, Jun 28, 2016 at 9:49 PM, Maximilian Klein <isalix@gmail.com>
>> wrote:
>>>
>>> Hello All,
>>>
>>> As you might know WMF has an Open Access Policy that requires all work
>>> that they fund to be Open Access[1]. A strange consequence of this policy,
>>> that I recently ran into, is that it requires researchers funded by grants
>>> to publish OA -- but without providing any funding to do so. That is, I
>>> recently completed an Individual Engagement Grant (IEG), part of whose scope
>>> was explicitly to write a paper about the work[2], and when I wrote to WMF
>>> to acquire funds for OA publishing, they confirmed that the paper was under
>>> the OA mandate but indicated that funds were not available to pay for OA
>>> publishing.
>>>
>>> Has anyone else use WMF's Open Access Policy?  What was your experience?
>>>
>>> [1] https://wikimediafoundation.org/wiki/Open_access_policy
>>> [2]
>>> https://meta.wikimedia.org/wiki/Grants:IEG/WIGI:_Wikipedia_Gender_Index#Activities
>>>
>>> Make a great day,
>>> Max Klein ‽ http://notconfusing.com/
>>>
>>> _______________________________________________
>>> Wiki-research-l mailing list
>>> Wiki-research-l@lists.wikimedia.org
>>> https://lists.wikimedia.org/mailman/listinfo/wiki-research-l
>>>
>>
>>
>> _______________________________________________
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>>
>
>
>
> --
> Jonathan T. Morgan
> Senior Design Researcher
> Wikimedia Foundation
> User:Jmorgan (WMF)
>
>
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>

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