Official explanation: The policy reserves rights for Academic Senate faculty to make their articles freely available to the public in an open access repository. It does this by granting a license to the University (regardless of any agreements authors may make with publishers). The policy does not transfer copyright to UC or allow UC to sell the articles. It also does not prevent faculty from transferring copyright to publishers.
For articles covered by the policy, members of the Academic Senate should provide the final author version for inclusion in eScholarship, UC's open access repository. All faculty will be contacted via email and prompted to claim articles and upload them. They may choose to deposit their article in another OA repository and provide a link to the OA version of their publication.
Informal explanation: Here are the steps: 1) As an Academic Senate faculty you will get an email (subject: "Your Publications") with a link to an online tool that lists all your publications; 2) Go through the list and "claim" any that are yours (there are likely to be a lot of false hits) and "reject" any that aren't; 3) Find the final author version of your manuscript and upload it when the system prompts you; 4) Your paper will then be on eScholarship and available freely for readers everywhere.
The policy was adopted by the Academic Senate and thus covers Senate-represented faculty. Other UC authors like graduate students and postdocs are not covered, but if they have articles co-authored with Senate faculty, those articles are covered and they can encourage faculty to deposit them.
The policy applies to “scholarly articles.” This refers to published research articles in the broadest sense of the term. Authors are best situated to understand what writings fit the category of “scholarly articles” within their discipline, and are welcome to rely on the policy for all articles they believe fall into this category.
At Berkeley, it has been the common practice to include conference proceedings and book chapters, in addition to journal articles, under the policy.
Official explanation: You don't have to do anything different than you usually do, even if your publisher requires that you transfer copyright. If you haven't been asked for a waiver or embargo letter, you don't need one. If your publisher or editor explicitly requests that you produce a proof of waiver (opt out) or embargo (delay access to your article) because of your "institutional open access policy" you can generate a letter on the waiver and embargo page.
Informal explanation: The UC OA Policy trumps any publisher agreements that UC authors may have subsequently signed with the publisher.
Embargo: The Policy does not require embargoes (delayed access). Articles can be posted to eScholarship at time of publication. However, you can choose to delay access via Scholarship for a certain period of time (typically 6 months to 1 year) after the article's publication. View a sample embargo letter.
Informal explanation: If a publisher does not want you to comply with the policy, they will supply you with the link to the UC embargo and waiver page. If you do not want to comply with policy by personal choice, you need not generate an waiver, just don't upload your articles.
NO. The UC OA Policy is "green OA" which allows authors continue to publish as they always have in all the same journals. Once the article has been published in a traditional journal, the author then posts a "final author version" of the article to a repository. Green OA is free-of-cost for authors.
If you published with a "gold OA" journal that charges article processing charges, you can still comply with the policy by providing a link to the freely available article (rather than depositing the manuscript).
For more on OA and the differences between green and gold see OA defined.
Official explanation: You should read and keep any agreement you sign, but understand that the UC OA Policy is intended to preempt or augment these publisher default terms. This is true whether the publisher requires a copyright transfer or not. If your publisher isn't requiring you to opt out by getting a waiver, you are fully within your rights to take advantage of UC's policy.
Informal explanation: See above: The UC OA Policy trumps any publisher agreements that UC authors may have subsequently signed with the publisher.
Working with the publication management system (UCPMS) software
On the Home tab, click on the "Other Tools" option.
Select Reset (clear) your pending publications. This will clear out all your results and allow you to start over.
While still in the UC Publications Management System:
On the Home tab, click on "My Search Settings."
Adjust the search settings as appropriate.
Name variant: Should be adjusted when the user typically publishes under a different last name, or uses different initials. Note that adding name variants will increase the number of items in a user's Pending queue.
Address: Campus information can be added to reduce the number of pending items. This is particularly useful when the user has a common name, and you don't want the system to return results for similarly-named individuals at other institutions. For best results, use the following conventions when adding address terms:
University of California Berkeley
Univ Calif Berkeley
Source-specific search terms: This section is most useful for disabling a database where the user's content is not likely to appear. For instance, a humanities scholar may wish to disable PubMed as a data source.
Or, if you already have an ORCID identifier and have listed your publications in ORCID, you can instruct the Publication Management System to harvest the records using your ORCID ID.
As described in an Office of Scholarly Communication blog post, "ResearchGate and Academia.edu are social networking platforms whose primary aim is to connect researchers with common interests. Users create profiles on these services, and are then encouraged to list their publications and other scholarly activities, upload copies of manuscripts they’ve authored, and build connections with scholars they work or co-author with. Essentially these services provide a Facebook or LinkedIn experience for the research community." Both are commercial services that use your personal information and data; eScholarship, on the other hand is an open access repository administered by the University of California that is committed to openness and interoperability, long term preservation and access.
Official explanation: No. Under US copyright law, any joint author can give nonexclusive permission to copy and distribute this work, so long as he or she shares profits with other joint authors. Since the policy creates a nonexclusive license and no money changes hands, from a legal perspective UC authors can rely on the policy to post their articles without checking with co-authors. However, best practices would include treating open access policy participation like other co-authorship issues -- determining author order, reporting contributions, etc. -- and, hence, discussing the issue among co-authors as part of the writing and publication process.
Informal explanation: It's common courtesy to check in with your co-authors.
The policy requires articles to be made available in an open access repository. If your article is available for free at the publisher’s website, or you’ve added it to a repository like PubMed Central or SSRN, you will not need to upload the article but merely verify a link out to that article.
Official response: Use the latest version you have that hasn’t been formatted by the publisher. If you used Microsoft Word to write the article, it will probably be a Word doc. If the version you’re looking at has the look and feel of the journal and the publisher’s copyright notice on it, it’s probably the wrong version.
It depends on whether you had to sign an agreement to get access to the image. If you didn’t, because the image is in the public domain or your use of it was fair use, then the work can be made publicly accessible with the image included. If you did sign an agreement, review it to see if it allows broad use of the image as long as it is in the context of the article. If the terms of the agreement would not permit public access to the image, you have a few options:
Contact the other party to the agreement to get permission;
Get a different copy of the image from a different source with better terms;
Deposit a version of the article that does not include the images so that readers can still read your argument/analysis;