Project

General

Profile

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<section class="section greySection" id="sect-overview">
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    <!--Introduction-->
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      <h2>Introduction</h2>
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          <p>
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            This document describes the methodology , terms, and definitions of the indicators presented in Open Science Observatory.
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            The Open Science Observatory combines data gathered from OpenAIRE and other data sources to develop and operate an
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            interactive and dynamic portal, which informs users via rich visualizations and reports on different Open Science
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            aspects and facets in Europe. The Observatory is an extendable monitor portal with indicators on open science and
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            the framework uptake by national and sectoral set.
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          </p>
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          <p>
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            The dynamic <strong>Open Science Observatory</strong> leverages existing information collected by OpenAIRE and
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            <strong>at little additional cost or effort, produces and reports value added metrics</strong> regarding Open Science
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            trends and evolution for Horizon 2020 and other funding sources. The goal is to provide an EU Open Science Observatory
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            as key OpenAIRE product, and employing open metrics based on open data gathered by OpenAire to measure the openness
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            of publications and data on various aspects (e.g., gold/green/fair), the metadata completeness, the regional or
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            thematic distributions and will test out preliminary metrics for their FAIRness. This will ensure that research can
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            be evaluated at the right level (including article-level metrics and altmetrics), in an <strong>open and transparent
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            manner</strong>. Such services will deliver accurate metrics for European Research and enable informed recommendations
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            to high-level decision makers.
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          </p>
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    <!--Methodological Approach and Indicators-->
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      <h2>Methodological Approach and Indicators</h2>
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      <div class="md-card uk-margin-bottom">
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        <div class="md-card-content large-padding">
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          <p>
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            Monitoring and evaluating the advancements, trends and impact of OS in Europe is recognised as one of the most
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            important steps towards the realisation of the EOSC vision. The implementation of the Open Science Observatory
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            follows the guidelines and <a target="_blank" href="https://eoscpilot.eu/wp3-policy/eosc-open-science-monitor-specifications/methodological-approach-monitoring-open-science">
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            methodological approach</a> which was specified by the EOSCPilot project and more specifically the
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            <a target="_blank" href="https://eoscpilot.eu/content/d32-eosc-open-science-monitor-specifications">EOSCpilot Open Science Monitor Framework (EOSCpilot OSMF)</a>.
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            It aimed to build a model and initial high-level specifications for providing useful analytics to researchers as well
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            as enabling research performing and funding organizations within EOSC to monitor and gain insights about the OS movement,
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            regardless of their service management systems and the technology behind them. The six core steps of the specified methodology are:
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          </p>
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          <ul style="font-style: italic">
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            <li>Step 1. Identification of the Open Science Activities;</li>
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            <li>Step 2. Policy-driven derivation of monitoring targets;</li>
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            <li>Step 3. Identification of the main Open Science Resources and Indicators;</li>
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            <li>Step 4. Design of monitoring processes, tasks and workflows;</li>
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            <li>Step 5. Modelling and implementation of the framework;</li>
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            <li>Step 6. Continuous validation of the monitoring targets;</li>
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          </ul>
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          <p>
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            <span style="font-style: italic">Step 1. Identification of the Open Science Activities:</span> The first step addresses the need to identify
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            which parts of the OS lifecycle are of interest in the monitoring process. These can include the conceptualization
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            of a research task, the data and literature collection, the analysis and development of the research output, the
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            publication, the review and evaluation of the research result as well as the reuse and reproducibility of results
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            by the scientific community. These phases entail different open access practices and elements which are being considered
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            by the monitor, with a special focus on the policies that these elements fall under.
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          </p>
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          <p>
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            <span style="font-style: italic">Step 2. Policy-driven derivation of monitoring targets:</span> The proposed monitoring
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            framework adopts a policy-driven approach for deriving high level objectives, i.e., target dimensions to be measured
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            in the monitoring process. Policies on Open Access at different levels, such as the international, national and
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            regional levels, as well as micro policies are considered as primary sources for deriving more concrete measurable
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            targets (e.g., Openness, FAIRness, etc.) that should be monitored in the framework. Furthermore, monitoring targets
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            can be organised into more specialised sub-targets, to measure more specific aspects of OS. For example, a policy
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            recommendation stating that research data repositories should follow a data archiving plan indicates the monitoring
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            target for long-term preservation of OS artefacts monitored by a set of indicators, such as whether an organization
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            applies such a plan, or the period (e.g., months, years) for which preservation is guaranteed.
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          </p>
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          <p>
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            <span style="font-style: italic">Step 3. Identification of the main Open Science Resources and Indicators:</span>
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            In the next step, the monitoring targets are being mapped to OS elements they apply to, as well as to indicators
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            that quantify these targets. OS elements are well-defined artefacts of OS practices, such as publication in open
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            access journals, research data made available in open access repositories, open source software, open educational
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            material, etc. In the context of this framework, these elements are called OS resources to state the importance
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            of their contribution for the development of the “Open Science World”.
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          </p>
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          <p>
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            <span style="font-style: italic">Step 4. Design of monitoring processes, tasks and workflows:</span> Each indicator
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            must be associated with a set of processes, which are employed for the collection of data, the validation and
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            scoring of metrics (e.g., combination and aggregation of metrics for deriving an accumulated score for a target
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            dimension), the visualization of the results, and so on. These processes must be well documented in the form of
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            workflows and tasks, to be performed for the collection and quantification of the indicators.
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          </p>
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          <p>
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            <span style="font-style: italic">Step 5. Modelling and implementation of the framework:</span> The next step
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            involves the detailed design, implementation, and customization of the framework, which includes the design of
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            the functionality at its whole, as well as all added value services offered by the framework.
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          </p>
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          <p>
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            <span style="font-style: italic">Step 6. Continuous validation of the monitoring targets:</span> The last step
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            follows the operation of the OS monitoring framework and refers to the continuous validation and refinement of
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            the monitoring methodology (i.e., targets and indicators) and results in EOSC. Α monitoring process, to be effective,
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            must adapt to new OS practices and new policies, validating and readjusting its target goals as well as the indicators
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            for their evaluation.
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          </p>
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          <p>
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            <strong>The Open Science Observatory of the OpenAIRE is the first implementation</strong> of these specifications
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            and it aspires to become a dynamic tool in the future, with benefits both to the organisations using it to measure
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            the OA levels of implementation and impact to their community and for the High Level Stakeholders which are the
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            European Union’s Legal Entities and Bodies, including the Member States and their respective Units. Gaps, implications
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            and new ways of performing OS are among the elements that could be identified through OA Open Science Observatory
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            which could then be easily incorporated within the stakeholders’ scope and strategic planning for OS.
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          </p>
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        </div>
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      </div>
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    </div>
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    <!--Indicators-->
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      <h2>Indicators</h2>
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              <li class="uk-active" aria-expanded="true"><a href="#">Terms and definitions</a></li>
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              <li aria-expanded="false"><a href="#">Continent overview</a></li>
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              <li aria-expanded="false"><a href="#">COuntry page</a></li>
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            </ul>
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              <!--OVERVIEW tab-->
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                  <!--Terms and definitions-->
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                    <!--<h3>Terms and definitions</h3>-->
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                    <dl>
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                      <dt>Publication</dt>
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                      <dd>a scientific publication</dd>
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                      <dt>Repository</dt>
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                      <dd>a repository of publications</dd>
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                      <dt>Dataset</dt>
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                      <dd>a dataset, usually associated with a publication</dd>
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                      <dt>Software</dt>
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                      <dd>software (e.g., open source), usually associated with a publication/dataset</dd>
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                      <dt>Other Research Products</dt>
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                      <dd>Other research outputs (e.g., dissemination or educational material) associated with a publication, dataset or software.</dd>
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                      <dt>Journal</dt>
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                      <dd>a scientific journal where authors publish their results in the form of publications</dd>
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                      <dt>Policy</dt>
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                      <dd>an Open Science mandate that organizations follow in order to engage in Open Science best practices</dd>
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                      <dt>Organization</dt>
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                      <dd>an academic institution, company, or any other legal entity with the context of OpenAIRE</dd>
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                      <dt>Vocabularies</dt>
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                      <dd>used in the Observatory are described in <a target="_blank" href="http://api.openaire.eu/vocabularies">http://api.openaire.eu/vocabularies</a></dd>
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                    </dl>
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                  </div>
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              </li>
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              <!--OPEN SCIENCE tab-->
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                  <!--Continent overview-->
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                  <div>
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                    <!--<h3>Continent overview</h3>-->
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                    <dl>
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                      <dt>Number of OA publications</dt>
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                      <dd>The total number of open access publications currently in OpenAIRE, along with the percentage they represent with respect to the total number of publications.</dd>
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                      <dt>Number of OA datasets</dt>
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                      <dd>The total number of open access datasets currently in OpenAIRE, along with the percentage they represent with respect to the total number of datasets.</dd>
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                      <dt>Number of OA repositories</dt>
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                      <dd>The total number of open access repositories currently in OpenAIRE.</dd>
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                      <dt>Number of OA journals</dt>
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                      <dd>The total number of open access journals currently in OpenAIRE, along with the percentage they represent with respect to the total number of journals. Source: DOAJ.</dd>
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                      <dt>Number of organizations with OA policies</dt>
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                      <dd>The total number of organizations in OpenAIRE that have Open Access policies associated with them. Source: RoarMap.</dd>
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                    </dl>
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                    <!--Overview-->
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                    <div>
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                      <h4>Overview</h4>
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                      <p>Each table row refers to a country. For each country, the table shows <span style="font-style: italic">total numbers of OA repositories,
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          journals, policies, publications, datasets, software and other research products.</span><br>
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                        The total numbers and percentages are computed as described in the continent overview.
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                      </p>
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                    </div>
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                    <!--Open Science-->
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                      <h4>Open Science</h4>
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                      <p>Open science related resources, specifically OA publications, datasets, software and other research products.</p>
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                  <!--Country page-->
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                    <!--<h3>Country page</h3>-->
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                    <!--Country overview-->
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                    <div>
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                      <h4>Country overview</h4>
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                      <dl>
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                        <dt>Number of OA publications</dt>
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                        <dd>The total number of open access publications currently in OpenAIRE for this country, along with the
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                          percentage they represent with respect to the total number of publications of this country.</dd>
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                        <dt>Number of OA datasets</dt>
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                        <dd>The total number of open access datasets currently in OpenAIRE for this country, along with the percentage
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                          they represent with respect to the total number of datasets of this country.
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                        </dd>
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                        <dt>Number of OA repositories</dt>
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                        <dd>The total number of open access repositories currently in OpenAIRE for this country.</dd>
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                        <dt>Number of OA journals</dt>
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                        <dd>The total number of open access journals currently in OpenAIRE for this country, along with the percentage
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                          they represent with respect to the total number of journals. Source: DOAJ.</dd>
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                        <dt>Number of organizations with OA policies</dt>
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                        <dd>The total number of organizations in OpenAIRE for this country that have Open Access policies associated
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                          with them. Source: RoarMap.</dd>
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                      </dl>
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                    <!--Info Box-->
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                      <h4>Info Box</h4>
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                      <dl>
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                        <dt>R&D Expenditure</dt>
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                        <dd>The total R&D expenditure for this country since 2008. Source: Eurostat.</dd>
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                        <dt>Funding sources</dt>
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                        <dd></dd>
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                        <dt>Funding Organizations</dt>
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                        <dd></dd>
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                        <dt>Organizations funded by the European Commission since 2013</dt>
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                        <dd>The total number of organizations in this country that have participated/participate in a project that was/is
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                          funded by the European Commission.</dd>
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                      </dl>
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                    <!--Green vs. Gold-->
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                      <h4>Green vs. Gold</h4>
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                      <dl>
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                        <dt>Green vs Gold Publications</dt>
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                        <dd>The line shows the evolution of the total number of publications that have been published through a green
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                          open access route, vs the total number of publications that have been published through a gold open access route.</dd>
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                        <dt>Gold Open Access</dt>
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                        <dd>The chart shows a ranking of the top 15 organizations of this country in descending order of their total
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                          count of gold open access publications.</dd>
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                        <dt>Green Open Access</dt>
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                        <dd>The chart shows a ranking of the top 15 organizations of this country in descending order of their total
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                          count of green open access publications. </dd>
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                      </dl>
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                    <!--EU Funded Open Science-->
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                      <h4>EU Funded Open Science</h4>
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                        <dt>Publications vs Datasets vs Software</dt>
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                        <dd>The chart shows a per-year count and comparison of open access publications, datasets and software for this country.</dd>
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                        <dt>Organizations</dt>
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                        <dd>This table shows all organizations from this country, along with the total number of publications, datasets and
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                          software that have authors that are affiliated with each organization. The rows can be ordered by any of the three numbers.</dd>
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                        <dt>Repositories</dt>
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                        <dd>This table shows all repositories from this country, along with the total number of publications, datasets
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                          and software that reside in each repository. The rows can be ordered by any of the three numbers.</dd>
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                      </dl>
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                    <!--Funding Sources-->
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                      <h4>Funding Sources</h4>
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                        <dt>Publications vs Datasets vs Software</dt>
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                        <dd>This chart shows colored horizontal bars representing total number of publications, datasets and software
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                          for each funder organization associated with this country.</dd>
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                      </dl>
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                    <!--Project Performance-->
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                      <h4>Project Performance</h4>
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                        <dt>Top 10 Projects by publications / datasets / software</dt>
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                        <dd>A ranking of the top 10 projects in descending order of their associated publication/dataset/software count.
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                          Publication/dataset/software count is computed as the total number of publications/datasets/software that have
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                          been funded by a project.</dd>
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