**Title:** **When Global Is Local: The South of Open Scholarly Communication** **Instructors:** - Gimena del Rio Riande, PhD, Researcher, Instituto de Investigaciones Bibliográficas y Crítica Textual (IIBICRIT), National Scientific and Technical Research Council (CONICET), Buenos Aires, Argentina; https://www.aacademica.org/gimena.delrio.riande - Daniel O'Donnell, PhD, Professor of English, University of Lethbridge, Canada; https://www.dropbox.com/s/w5ls8bazw317yyl/CV.pdf?dl=0 **Description:** What is the South? A cardinal point, a group of countries with emerging economies, or an area defined by inequalities, where languages, ethnicities, identities, traditions and geographies coexist and produce unique epistemologies? Are we speaking about the South as understood from the North or from the many “Souths”? This course will focus on the practices and experiences of open scholarly production and knowledge exchange in the so-called Global South, focusing especially on open initiatives in Latin America. The course will analyze challenges, highlight initiatives, and explore options to contextualize the open movement from a southern perspective. The course will also analyze and debate Open Access laws and specific cases that illustrate the movement’s progress and challenges, and will present a practical approach to deal with the different open scholarly communication ecosystems in the world. Finally, the course will put Open Access to publications and research data in the context of the larger Open Science movement. The emphasis will be on the local contexts and relevancies of participation and impact, including those related to language(s), publication, technologies, access and reuse, dissemination and outreach, funding, credit and attribution, and evaluation. The course will support a critical examination of the epistemological, linguistic, geopolitical, spatial, technological, and economic status of the South(s)/Global South(s), as well as strategies for positively transforming and opening scholarly communication on a global scale in ways that eliminate systematic and biased understandings of participation and success. As we examine local and global questions about scholarly communication, we will use the South as a framework for critical episteme and reflection. There will be four half-day sessions offering a mix of lecture and practical work, particularly information gathering and analysis. The emphasis will be on providing frameworks within which information can be gathered and understood rather than on “fact teaching.” We will encourage participants to engage reflectively with the material, bringing their own experiences to bear. **Level:** Beginner **Intended audience:** Scholars, librarians, researchers, students, and anybody interested in innovation in scientific information from all disciplines are invited to participate in this workshop. The course may also be of interest to those who want to build an understanding of Open Science outside the Global North, digital hegemonies, diversity and multilingualism, and postcolonial approaches to scholarly communication. **Requirements:** No previous knowledge or experience in the topic is needed. Preparatory work won't be required, but we will offer suggested material for participants to read and watch before the course. Students don't need any special equipment, just laptops and access to the internet. **Course Learning Objectives** A participant who completes this course will be able to: - Understand the history and meanings of the “Global Souths.” - Identify and discuss significant differences in scholarly communication between the North and South. - Become more familiar with the concepts of Open Science, Open Data, and Open Access, particularly as they are practiced in regions and contexts different from their own, especially in Latin America. - Develop a critical examination of the epistemological, linguistic, geopolitical, spatial, technological, and economic status of the Global South. - Articulate possible solutions to issues in scholarly communication on a global scale. - Articulate key arguments for why open and public access to information is important for science and for citizenship on both a local and a global scale. - Take an informed position on local contexts in relation to publication; technology; access and reuse; dissemination and outreach; funding, etc. - Reimagine the future of scholarly communication in a productive conversation concerning South and North. - Experience the potential of North-South collaboration in building and managing projects in open scholarship. **Course Topics** This course will be presented over four days for 3 hours each morning and will cover these topics: - Practices and experiences of open scholarly production and knowledge exchange in the Global South: Open Science, Open Data, Open Access, and Open Education. - Critical examinations of the epistemological, geopolitical, spatial, technological, and economic status of the Global South. - Strategies for positively transforming scholarly communications on a global scale. **Course Schedule** **Day 1: Monday** - Instructors and attendees presentations - Course presentation: Why are you taking this course? What do you know about Scholarly Communication in the Global South? **Day 2: Tuesday** - What is the Global South? History and definitions - Digital divide: origin, forms, statistics, and prospective solutions. - Scholarship in Latin America: Historical perspectives and Open Research today **No class on Wednesday** **Day 3: Thursday** - Open Access: history, evolution, statistics and outlook in Latin America. OA initiatives (CLACSO, SCIELO, REDALYC, AMELICA) and statements - Open Access, Open Science and Latin American Scholarship. - Barriers, inequities, monolingualism (WoS, Scopus, English as language for academic communication, proprietary technologies) **Day: Friday** - Project work, presentations and conclusions. **Course Materials and Supplies Required** Students are expected to have read this material before the course begins: - São Paulo Statement on Open Access: https://www.nrf.ac.za/media-room/news/s%C3%A3o-paulo-statement-open-access - African Principles for Open Access in Scholarly Communication: https://info.africarxiv.org/african-principles-for-open-access-in-scholarly-communication/?fbclid=IwAR1ToOu53_10DF7_GMMili2sgdiQ-wuOseElO1TngkLdI_1hHk5Jp2rL9UA **Course Bibliography** **Global South, Southern Epistemologies, Hegemonies, and Scholarly Communication** - There is no Third World. There is no Global South: http://www.geocurrents.info/economic-geography/there-is-no-third-world-there-is-no-global-south - University as cultural commons: https://openscholarship.wustl.edu/cgi/viewcontent.cgi?referer=&httpsredir=1&article=1112&context=law_journal_law_policy - On pluriversality-Walter Mignolo: http://waltermignolo.com/on-pluriversality/ - Southern Epistemologies-Boaventura de Sousa: http://alice.ces.uc.pt/en/?lang=pt - Politics and Social Movements in a Hegemonic World-Baron et al: https://www.clacso.org.ar/sur-sur/publicaciones_detalle.php?s=7&idioma=ing&id_libro=290&pageNum_rs_libros=9s=7 - Mignolo, Walter. “On Gnosis and the Imaginary of the Modern/Colonial World System”. - Local Histories/Global Designs: http://press.princeton.edu/chapters/i9860.pdf - Internet Governance in the Global South: http://www.internetgovernance.com.br/ - Digital hegemonies: http://www.markgraham.space/blog/2017/5/4/digital-hegemonies-the-localness-of-search-engine-results - The localness of search engine results-Andrea Ballatore: http://www.tandfonline.com/doi/full/10.1080/24694452.2017.1308240 - Helsinki Initiative on Multilingualism: https://www.helsinki-initiative.org/ - OPERAS Multilingualism White Paper: https://operas.hypotheses.org/aboutoperas/working-groups/multilingualism-wg **Open Access in the Global South** - Why I don’t share Elsevier’s vision on Open Access: http://occamstypewriter.org/scurry/2017/10/03/why-i-dont-share-elseviers-vision-of-the-transition-to-open-access/ - Oke, O. (2018). Theories of Open Access. https://ojs.law.cornell.edu/index.php/joal/article/view/75/73 - Babini, D.(2013). Open access initiatives in the Global South affirm the lasting value of a shared scholarly communications system. En: London School of Economics and Political Science Impact Blog, October 23rd, 2013: http://blogs.lse.ac.uk/impactofsocialsciences/2013/10/23/global-south-open-access-initiatives/ - Schöpfel,Joachim. Open Access to Scientific Information in Emerging Countries: http://www.dlib.org/dlib/march17/schopfel/03schopfel.html - Nobes, A. Must we decolonize Open Access? Perspectives from Francophone Africa. http://journalologik.uk/?p=149 - Wingfield, Brenda and Millar, Bob. The open access research model is hurting academics in poorer countries. https://qz.com/africa/1593271/open-access-research-publishing-hurts-academics-in-poor-countries/ - Reggie Raju. Predatory publishing from the Global South perspective: https://open.uct.ac.za/bitstream/handle/11427/28274/Raju_Predatory%20Publishing.pdf?sequence=3&isAllowed=y - Is Scielo a publication favela? https://www.emeraldcityjournal.com/2015/07/is-scielo-a-publication-favela/ - Rebuttal to the blog post “Is Scielo a publication favela?”: https://blog.scielo.org/en/2015/08/25/rebuttal-to-the-blog-post-is-scielo-a-publication-favela-authored-by-jeffrey-beall/ - Poynder, Richard.Plan S: What strategy now for the Global South?: https://richardpoynder.co.uk/Plan_S.pdf **Other Resources** - Global Capitalism: http://www.soc.ucsb.edu/faculty/robinson/articles.shtml - Hsiung, P. (2012). The Globalization of Qualitative Research: Challenging Anglo-American Domination and Local Hegemonic Discourse. http://www.qualitative-research.net/index.php/fqs/article/view/1710 - Fyfe, A., et al. (2017), Untangling Academic Publishing: a history of the relationship between commercial interests, academic prestige and the circulation of research https://doi.org/10.5281/zenodo.546100 - Inefuku, Harrison (2017) Globalization, Open Access, and the Democratization of Knowledge - http://er.educause.edu/articles/2017/7/globalization-open-access-and-the-democratization-of-knowledge - Hathcock, A. (2016). Making the Local Global: The Colonialism of Scholarly Communication. https://aprilhathcock.wordpress.com/2016/09/27/making-the-local-global-the-colonialism-of-scholarly-communication/ - Proyecto Sur Global: http://www.unsam.edu.ar/surglobal/ - What is the Global South: http://gssc.uni-koeln.de/node/477 - CLACSO Sur-Sur: https://www.clacso.org.ar/sur-sur/presentacion.php?idioma=ing (in English and Spanish) - Future Commons: https://openresearchculture.org/ **Other Helpful Information** - We will leave all the presentations at our site Global Outlook Scholarly Communication in Open Science Framework: https://osf.io/sq5a6/ - We will read short blogposts or Twitter messages related to the course topics in class. - An interesting conversation from FORCE SC 2016: https://docs.google.com/document/d/1s5tZmPbRIyNo8oJckMh5ZoHJiLTb1G6_gxPLI3tdk1o/edit?usp=sharing - Hathcock, April (2017). Compartir conocimiento: FORCE11 en Chile 2017. https://aprilhathcock.wordpress.com/2017/07/24/compartir-conocimiento-force11-en-chile/ Don’t forget you can contact us by email or through Slack channel!