I asked for clarification on a couple of things: the purpose of the guidelines and who they are for. I believe I heard mixed things in response so I don't have clarity on these two questions. The purpose seems to be beyond research to extend to advocacy. I made a simple suggested that people conducting research define OA if indeed that is a part of their research. Although it seems simple that only one definition wuill do, the definition might be situational or cultural or dependent on the focus of the research. For example. if one were researching different ideas or expectations of OA in different contexts or held by different audiences then the research itself is compromised by the limitations imposed by the proposed OSI guidelines. Saying someone is wrong to use any other definitions for the purposes of their research runs counter to academic freedom and freedom of inquiry. Please note I am not taking issue with or for that matter taking any stand on the definition.
The audience also seems to be unclear if we extend both the purpose and the audience to advocates/activists/funders and others. I can see the reason to think that how we evaluate and use the research is important. That is an entirely different question from guidelines for researchers.
Is it too much to ask for clarity on these 2 questions? If the guidelines are for conducting research then let's keep them that way and craft the best ones for researchers that don't compromise or constrain the ability to actually conduct the research. Guidelines "creep" isn't helpful and may be counterproductive assisting researchers. So number one I would say is that the purpose to assist researchers in conducting their research. Then we can evaluate whether the guidelines actually accomplish this. Number two, the audience is researchers with the understanding that others may choose to adopt or disregard these guidelines entirely or partly. If by researchers we mean any group or organization that supports research is bound by these guidelines I would still argue that the purpose of the research is of paramount concern and that guidelines should be helpful but not constraining.
If we can't answer these two questions very simply than the guidelines are meaningless. If guidelines for advocacy or other purposes or audiences are desired, create those separately.
Glenn, your number one comment seems to be about legal terms and of course they need to be clear. That's a different issue. As for comment number two, again I argue that being firm on a definition for one purpose is not the same as being firm for another. I think it is very important that people define OA when conducting research but I'm arguing for academic freedom and freedom of inquiry for people to define it within the context of their research. If people don't like how the research is used downstream, that again is a different issue. Think of poor Darwin - if people had insisted that he anticipate all uses and abuses of his theory of natural selection he would have been even more paralyzed about sharing his theory than he was, which delayed sharing of his ideas by decades. He did, however, define his terms and modify and refine his work over time as his ideas and understanding changed.
I am not arguing just to argue - clarity and transparency of purpose should be a bedrock principle of any organizations documents.
Joyce
Joyce L. Ogburn
Principal, Farview Insights
Lifelong learning requires lifelong access