CARL and Portage Response to “Data Repository Selection: Criteria That Matter” – Canadian Association of Research Libraries

“The Canadian Association of Research Libraries (CARL) and the Portage Network (Portage) would like to express concerns about the Data Repository Selection: Criteria That Matter, recently proposed through the FAIR Sharing initiative. The proposed approach, developed primarily by a group of publishers, will have a negative effect on the development of Canada’s national infrastructure, on research equity, and on the rights of marginalized and under-served communities to fully participate in the scientific process.

Canada, like many other countries, is developing national infrastructure and services for research data management – including national, institutional and domain data repositories – that will support comprehensive research data management in this country. This is demonstrated, for instance, through the launch of Dataverse Canada1, and the  development of the Federated Research Data Repository2.

We have several concerns about the data repository selection criteria:…”

Walk-In Users and Their Access to Online Resources in Canadian Academic Libraries | Partnership: The Canadian Journal of Library and Information Practice and Research

Abstract:  In the past, a member of the public could access an academic library’s collection simply by visiting the library in person and browsing the shelves. However, now that online resources are prevalent and represent the majority of collections budgets and current collections, public access has become more complicated. In Canadian academic libraries, licences negotiated for online resources generally allow on-site access for walk-in users; however access is not granted uniformly across libraries. The goal of this study was to understand whether members of the public are indeed able to access online resources in major Canadian university libraries, whether access to supporting tools was offered, how access is provided, and whether access is monitored or promoted. The study used an online survey that targeted librarians responsible for user services at Canadian Association of Research Libraries (CARL) member libraries. The survey results indicated that some level of free access to digital resources was provided to walk-in users at 90% of libraries for which a survey response was received. However, limitations in methods and modes of access and availability of supporting resources, such as software and printing, varied between the institutions. The study also found that most libraries did not actively promote or monitor non-affiliated user access.  


Open Access – Canadian Association of Research Libraries

“Open access is a model of scholarly communication that promises to greatly improve the accessibility of results of research. In general terms, scholarly research that is published in open access is digital, online, free of charge, and free of most copyright and licensing restrictions (although it does require that proper attribution of works be given to authors).

CARL is committed to open access as a means of broadening access to scholarly materials. The Association has signed two important international declarations on open access….”

Creating More Visibility for Canadian Journals’ Self-Archiving Policies: An Open Access Week 2020 Crowdsourcing Project – Canadian Association of Research Libraries

“Researchers frequently need to know where and when they can share a copy of their submitted, accepted and/or published journal articles in order to: meet the requirements of a funder policy, share their research more widely through their institutional repository or a subject repository, or, decide where to publish. Most frequently, they look up the journal in question using the Sherpa RoMEO tool. However, many Canadian journals are not yet reflected in this leading international database, and for those that are, the information contained there can be old or incomplete.

CARL is therefore asking Canadian librarians, researchers, and journals to help us collect key information about these missing and incomplete journal entries to make it easier for researchers in Canada and beyond to find Canadian scholarly publication venues using this tool….”

Canadians Need Unfettered Access To Government Publications In Face Of COVID-19 – Canadian Association of Research Libraries

“The Canadian Federation of Library Associations (CFLA) and the Canadian Association of Research Libraries (CARL) are calling on federal and provincial governments to make official publications more accessible to Canadians by assigning a Creative Commons Attribution Licence (CC BY) to publicly available government information. We see this as a necessary and immediate response to COVID-19 and the appropriate default model for accessing government information….” 


Investments in Open: Canadian Research Libraries’ Expenditures on Services, Staff, and Infrastructures in Support of Open Scholarship

“Widespread sharing of research and scholarship is fundamental for addressing many of today’s most important problems. Research libraries have been at the forefront of promoting open scholarship for many years. They play a pivotal role in the creation, management, discovery, and use of scholarship and have been expanding their financial contributions towards open scholarship over time. However, to date, their investments in “open” have not been well-documented, nor have they always been widely recognized by the broader community. In 2019, the Canadian Association of Research Libraries (CARL) undertook a comprehensive survey of CARL member libraries’ investments in open scholarship in order to have a better understanding of what is being spent by Canadian academic libraries on open services, platforms, content, and infrastructures. The survey found that the total, aggregate spending on open for all 28 responding libraries was $23 million CAD, with an average spend per institution of $827,086 CAD. This represents an average of 3.09% of the total library budget spent on open, ranging from 0.88% to 7.23% across respondent libraries. By far, the largest category of investment is in local staff, with an average of 74% of the libraries’ open investments going toward salaries. On average, respondent libraries have about 7 FTEs working in open activities, scattered across a number of areas: digitized content, scholarly communications, open repositories, and research data management (including staff contributing to the national Portage project). The second largest category of spending on open were funds directed to publishers through several means: consortial licences via the Canadian Research Knowledge Network (CRKN) or, in Ontario, the regional association Ontario Council of University Libraries (OCUL) via Scholars Portal, institutional membership with open access publishers, and payment of article processing charges (APCs). This amounted to an average of 14% of total open spending, or approximately $3.2 million CAD in total, 80% of which was directed toward licences with open access publishers or platforms. The rest of the open investments, approximately 12%, were spent on a wide variety of other types of open services, platforms and infrastructures….”

CARL Member Libraries Quantify Their Investments in Open Scholarship – Canadian Association of Research Libraries

“The Canadian Association of Research Libraries (CARL) has released a report detailing its academic member institutions’ financial contributions to the development and sustainability of the infrastructure and services that underlie open scholarship.

In recent years, CARL has been working towards a vision of an open, sustainable, and innovative scholarly communication system, governed and managed by the scholarly community. Having a clear understanding of current investments is crucial for advancing this vision, setting targets for future investments in open, and identifying opportunities for coordinated, collective action. 

Investments in Open: Canadian Research Libraries’ Expenditures on Services, Staff, and Infrastructures in Support of Open Scholarship was written by Kathleen Shearer, the lead researcher on the underlying study. One of the survey’s main findings is that the total, aggregate spending on open by the 28 responding libraries during the 2018-2019 fiscal year was $23 million CAD, with an average spend per institution of $827,086. Individual libraries spent between 0.88% to 7.23% of their total budget on open scholarship (average of 3.09%). The report further breaks down these investments into categories, including salaries for local services, advocacy, article processing charges, publisher memberships, and investment in hosting services for open access journals, monographs and repositories….”

CARL Institutional Open Access Policy Template and Toolkit – Canadian Association of Research Libraries

“CARL has created this Institutional Open Access Policy Template and Toolkit to help prepare those wishing to engage in this activity on their campus.

The tools included in this toolkit are designed to support first efforts to create an institution-wide policy, but can also be helpful in developing faculty- or department-specific policies, or in expanding an institution’s existing policies….”

CARL Announces Release of its Institutional Open Access Policy Template and Accompanying Toolkit

“The Canadian Association of Research Libraries is pleased to announce the release of its Institutional Open Access Policy Template for Canadian institutions, which is accompanied by a toolkit to help prepare those wishing to develop such a policy on their campus….”