working towards open access for monographs - a pilot with jisc / uk universities session 5: new...
TRANSCRIPT
Working towards Open Access for Monographs -
A pilot with Jisc / UK universities
Session 5: New models for libraries
LIBER conference, 25 July 2014, London
Eelco Ferwerda OAPEN Foundation
Contents
–Recap: OAPEN–Services / participants–OA policy landscape–Infrastructure services for
OA articles–Investigating OA
monograph services
OAPEN Foundation
Dedicated to OA books
•OAPEN Library– Hosting full text collection of OA books (+ chapters)– Only peer reviewed content– 85+ publishers, 2500+ books
•Directory of Open Access Books– Discovery service
•Main focus areas:– Quality assurance– Aggregation and Deposit– Discovery and Dissemination
• Deposit service• Full text• Free + OA• Focus on HSS
Aim:• Deposit service for
OA books• Dissemination,
preservation
• Discovery service• Metadata only• OA only• All disciplines
Aim:• Discovery of OA
books • Authoritative list of
OA book publishers
Deposit service: aims
• Support research funders’ and institutional policies for OA monographs
• Provide a central infrastructure for services in the areas of dissemination, quality assurance and digital preservation
• Become a central, trusted repository for OA monographs• Aggregate OA monographs from publishers • Help establish and maintain standards and requirements
for the effective publication, discovery, access, dissemination and preservation of OA books
OAPEN Deposit service
Deposit service: benefits
Central benefits:
•Integrate OA books in existing supply chains for monographs
•Improve supply chain where possible:– Access to publications– Usage– Quality assurance
Current participants• Netherlands:
– Netherlands Organization for Scientific Research (NWO)– the National Library (KB), the Netherlands Academy of Sciences
(KNAW), a number of universities
• Austria: – Consortium of the Austrian Research Council (FWF) + a number
of universities > Preparing a National service
• United Kingdom: – Wellcome Trust– Knowledge Unlatched– JISC Collections: pilot with UK universities
• European Research Council (grant stage)
Pilot with Jisc Collections
• Investigating OA monograph services: – Co-design project by OAPEN & Jisc Collections– Funded by Jisc Collections– UK participation from Universities, Libraries,
University Presses and other stakeholders
• Explore potential centralized services to support publication and management of OA monographs– Planning Oct 2014 – Feb 2016– Recommend further work: projects / services
Policies: articles and monographs
What the current and future OA policy framework means for HEIs
Policy Journal articles / published conference papers
Monographs
RCUK Immediate Gold OA, under CC-BY, APC paid, orEmbargoed Green OA
No requirement, but encouragement and active consideration
Wellcome Trust Immediate Gold OA, under CC-BY, APC paid, orEmbargoed Green OA
Immediate Gold OA, under CC-BY-NC/D, BPC paid, orEmbargoed Green OA
REF Deposit at acceptanceDiscoverable by publicationOA within ~RCUK embargo limits
No requirement this time, but active consideration for future
EC Horizon 2020 Deposit by publicationImmediate Gold OA, APC paid, orEmbargoed Green OA
No requirement this time, but encouragementBPC paid for FP7 and fromERC grants
OA Articles Life Cycle
OA Life Cycle
OA Life Cycle
OA Life Cycle
DiscoveryAccessUsageImpactReporting
Publisher informationFunder policiesPeer reviewQuality assurance
MetadataDissemination
Compliance
Institutional repositoriesAggregationPreservation
Notification
Services for articles (Jisc)
OA Article Life Cycle
Reports:IRUS-UK
Policies:Sherpa services
ROARMAP
Aggregation and discovery:
CoREOpenDOAR
Management reports:Jisc Monitor
Notifications:Jisc Publications Router
Investigating OA monograph services
OA Book Life Cycle
UsageImpactReporting
Publisher information
MetadataDissemination
Compliance
AggregationPreservation
Green OA
Investigating OA monograph services
Work packages:
1. Knowledge Exchange
2. Publisher information
3. Metadata
4. Aggregation
5. Impact / reporting
6. Green OA
7. Evaluation / recommendations
Investigating OA monograph services
WP 1: Knowledge Exchange
•Project website•Knowledge sharing / discussion•Raising awareness / communication•OA book resources•Possibly work with partners (HEFCE)
•Launch in July, aim to continue after project ends
Investigating OA monograph services
WP 2: Publisher information
•Identifying requirements for information from publishers•Inform stakeholders about publishing process, peer review, publication charges, OA and licensing policies•Based on a review of existing sources:
– Principles of transparency and accountability (COPE, OASPA, DOAJ)
– OASPA membership guidelines– DOAJ and DOAB requirements
Aim: improve transparency and accountability
Investigating OA monograph services
WP 3: Metadata
•Identifying requirements for metadata of OA books•Review of existing metadata - for conventional books, for OA articles, from other sources (CrossRef, ONIX)•Input from Jisc services (re. articles)
Aim: improve discovery, support management information
Investigating OA monograph services
WP 4: Aggregation
•Pilot to aggregate and deposit OA books in OAPEN•Enrich metadata of publications•Connect publications to funders and institutions•Identify and integrate valuable dissemination channels
Aim:
Provide easy access, improve discovery, explore workflow
Investigating OA monograph services
WP 5: Impact / reporting
•Explore metrics to measure impact of OA books (societal, academic, altmetrics)•Develop effective reporting mechanisms around usage, impact, funding, compliance
Aim:
Demonstrate value of OA for books, provide reporting templates
Investigating OA monograph services
WP 6: Green OA for books
•Explore potential for a ‘green’ route to OA books•Alternative to ‘gold’, author fee based approach•Involving all stakeholders, documenting views and considerations
Aim:
Establish viability of existing OA policies supporting ‘green’ deposit of articles - for books
Investigating OA monograph services
WP 7: Evaluation / recommendations
•Lessons learned in this investigation•Assessment of further work in each of these areas•Potential for centralised services•Recommendations for next steps
Aim:
Preparing centralised services to support OA monograph provision
Thank you
Interested in taking part?
Contact: Eelco Ferwerda or Roger Tritton
www.oapen.org - @oapenbooks
www.doabooks.org - @doabooks
Relevance to libraries
1. Libraries play a vital role in the Humanities
2. Libraries struggle with OA content:– Finding and establishing quality of OA content– Providing access and integrating into normal
discovery and supply systems
3. Libraries take on new roles– Supporting OA to research output– Providing publishing services for their institution– Including OA books in IR’s
Deposit service: benefits
• Increased discoverability and visibility of OA publications: increasing worldwide usage and impact
• Quality assurance of OA publications• Standardization of OA publications regarding metadata and
licensing• Digital preservation and archival access• Management information concerning usage, grants, related
research data and OA publication fees• Efficient integration into library catalogues and third party library
services • A central point of access for library consortia• A platform for international co-operation on OA policies and
standards for monographs