Hi Daniel,

Thank you for the information. There are still aspects of implementation that are unclear to me, and perhaps for others as well. Please see below. 

Best,
Jonathan

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. 

Any pointers on what consistutes a pre-print? Perhaps Aaron Halfaker can speak to this. I know he went through this dance with SAGE for the Rise and Decline paper. 
 
- Under "2. Limited waiver", it states
"Specific waivers from the expectations above may be applied in
limited circumstances on a case-by-case basis. Researchers wanting a
waiver are required to submit to the Wikimedia Foundation, in writing,
a detailed explanation of why they require the waiver. The Wikimedia
Foundation will publicly post a summary of the request and its
response. "

Who at WMF should these waivers be submitted to? Who reviews and responds? What are the consequences if the exemption is not granted?



This is also covered in the FAQ, part D, along with limited funding options (cf.
https://wikimediafoundation.org/wiki/Open_access_policy/FAQ ).

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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