ideas and insights scholarly comm recap slides

Ideas & Insights Series

Forging New Paths in Publishing & Scholarly

Communications

May 24th, 2012

Agenda

11:00 am – 12:15 pmOpening & Keynote: Progress, Pressures and Prospects

12:15 pm – 2:00 pmTransformations: A Trio of Publisher Perspectives

2:30 pm – 3:45 pmNew Roles, New Responsibilities: Libraries and Content Creation

Speakers• Heather Joseph, SPARC

• Patrick Alexander, Pennsylvania State University Press

• Keith Seitter, American Meteorological Society

• Jennifer Lin, Public Library of Science

• William Kane, Wake Forest University• October Ivins, Ivins eContent Solutions

Agenda


12:15 pm – 2:00 pmTransformations: A Trio of Publisher PerspectivesPatrick Alexander, The Pennsylvania State University PressKeith Seitter, American Meteorological SocietyJennifer Lin, Public Library of Science

2:00 pm – 2:30 pmBreak


Our Mission:

Expand the distribution of the results of research and scholarship in a way that

leverages digital networked technology, reduces financial pressures on libraries,

and creates a more open system of scholarly communication.

Pressure: Price Barriers

www.righttoresearch.org

Source: http://web.archive.org/web/20050828210650/libraries.mit.edu/about/scholarly/expensive-titles.html

Library budgets journal prices

1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006

-50%

0%

50%

100%

150%

200%

250%

300%

350%

400%

MIT Libraries Materials Purchases vs. CPI % Increase 1986-2006

Consumer Price Index % + Serial Expenditures % + # Serials Purchased % +

# Books Purchased % + Book Expenditures % +

Year

Perc

enta

ge C

hange

Journal expenditure

Inflation

Pressure: Distribution

I ask the author for a copy.

I get it from a colleague at an institution with a subscription.

Pressure - We need to be able to apply computational tools to our scholarship

Pressure - Copyright

Pressure – Use - We Don’t want a “Read-Only” World.

Prospect

www.arl.org/sparc15

“By open access, we mean its free availability on the public internet,

permitting any users to read, download, copy, distribute, print,

search or link to the full text of these articles, crawl them for indexing, pass them as data to software or use them

for any other lawful purpose…” - The Budapest Open Access Initiative – February 14, 2002

Progress

www.arl.org/sparc17

Opportunities to Advance OA

• Infrastructure•Legal Constructs •Policy Framework•Culture Change

OA Papers Published 2000-2010

2000

2002

2004

2006

2008

2010

0

2000

4000

6000

8000

10000

12000

14000

16000

18000

BMCPLoSHindawiCopernicusSpringer Open ChoiceOxford Open

Year

Nu

mb

er o

f p

aper

s

Some data courtesy of Mark Patterson (PLoS), from Patterson: ‘Open Access Publishers: Breaking even and growing fast, ‘ delivered at APE 2011: http://river-valley.tv/open-access-publishers-breaking-even-and-growing-fast/

http://river-valley.tv/open-access-publishers-breaking-even-and-growing-fast/

www.arl.org/sparc19

Open Access Repositories

FEDERATION

Growth of Open Access Policies

Access is National Policy Issue

Ongoing Challenges

• Researcher awareness of OA not high enough• Perceived barriers still in place:

• Disciplinary differences• New forms of scholarship not yet trusted• Uncertainty over sustainability• Deep reliance on current impact measures

Strategies to Consider

• Consider OA issues at the beginning, not the end, of research process

• Faculty control the destiny of their scholarly output

• Library plays crucial role in providing/enabling infrastructure, educational resources to amplify impact of faculty work

Strategies to Consider

• Incentive and reward structures need to be aligned with goal of open

• Must be a priority at highest level of administration

• Need to “model new behaviors” in evaluation, promotion and tenure process

• Need more mechanisms to encourage thinking beyond single impact factor

Agenda


12:15 pm – 2:00 pmTransformations: A Trio of Publisher PerspectivesPatrick Alexander, The Pennsylvania State University PressKeith Seitter, American Meteorological SocietyJennifer Lin, Public Library of Science



Why does my monograph cost $100.00?

COSTS

$7,500 to create and print 300 copies

$1,000 Marketing, exhibits

$7,500 overhead (salaries, benefits, utilities, rent, office supplies, phones, computers, etc.) ________________

total costs: $16,000

total costs 50 titles $800,000

INCOME

$75.00 selling price

$100.00 list price

30 free copies |250 qty sold

$18,750, revenue generated

$1,500, cost of 20 returns___

total income: $17,250

Result: profit of $1,250

If I publish 50 titles we make

$862,500, or $62,500 profit

7.5%.

2013 Budget allocations: NSF/NIH v NEH/NEA

“Open Access” Publishing

Define “open access” (lower case) as free access online without need of a subscription.

AMS maintains copyright so that it can act as steward of author’s intellectual property.

© American Meteorological Society. Permission to use figures, tables, and brief excerpts from this work in scientific and educational works is hereby granted provided that the source is acknowledged. Any use of material in this work that is determined to be “fair use” under Section 107 of the U.S. Copyright Act or that satisfies the conditions specified in Section 108 of the U.S. Copyright Act (17 USC §108, as revised by P.L. 94-553) does not require the AMS’s permission.

AMS and open access

BAMS articles open since they went online in 1997

• All journal content online older than two years is open• “Open Choice” option recently added

Open access institutional repositories can post PDF of articles six months after publication (but only the final definitive published version, not an earlier version of the manuscript).

Recently published content only available with subscription

Journal Excess Income

• Member services not covered by dues• Outreach to public• K–12 Education • AMS Policy Program• History programs• Scholarship and Fellowship admin

The AMS journals generate about 10% excess income that is used for other programs that serve the community and the public at large.

Discussion Points

• Broad access becomes automatic• Changes the financial model

– Waiving author charges for developing world harder without subscription revenue

– May jeopardize other community programs done by AMS if revenue is reduced

• Changes the dynamic controlling scholarly quality

The AMS journal program represents a very traditional model, but there are increasing pressures to move toward a pure open access model.

Open Access = Share research freely and openly online

• Everyone can read, store and index your paper

• Easy to find – all in PubMed Central

At PLoS, this challenge represents the next frontier for OA.

Researchers need new approaches to the:

• structuring• presentation• use• evaluation of research

literature. We need post-publication tools to manage research content.

Effective discovery, navigation, and management of content is crucial

PLoS Article-Level Metrics: A systematic encoding of measures that speak to the value and reliability of information. It forms the foundation for literature-derived intelligence that reveal new discoveries and support complex decisions throughout all stages of the research process.

We can capture the broad ecosystem of channels used in research dissemination today:

ALMs

Collectively as a suite, Article-Level Metrics aims to measure research impact in a transparent and

comprehensive manner.

• article “usage,” • scholarly and nonscholarly citations, • blog and news coverage, • social network sharing• research community input

Research Dissemination IS Research Impact

PLoS ALMs Overall Initiative

• Collect data at the research article level beyond usage and citations, measures which might provide insight into “impact” across the dissemination domains

• Present these data on the article & within search

• Develop ALM data toolset

• Provide an extensible, open platform which allows others to use the same tool, and also allows us to apply the tool to 3rd party content

• Reach out to publishers, decision makers, funding bodies, governance organizations to promote adoption of article level metrics

Agenda


12:15 pm – 2:00 pmTransformations: A Trio of Publisher Perspectives


2:30 pm – 3:45 pmNew Roles, New Responsibilities: Libraries and Content CreationWilliam Kane, Wake Forest UniversityOctober Ivins, Ivins eContent Solutions

A Portal (if not quite Platform)

Wouldn’t it be nice…

…if WFU had its own digital publishing platform?• e-textbooks?• e-coursepacks?

• including syllabi?

• e-commerce?• the Press:

• could convert books/poems into ebooks/epoems?

• the Library:• could re-purpose/-distribute WakeSpace/Institutional Repository• special collections• public domain content

• Admissions, Athletics, CER, students, etc. • could <gasp> monetize content

Final Research Report (March 2012)

Free download available fromhttp://wp.sparc.arl.org/lps

Library Publishing Services: Strategies for Success

42

“Library-based publishing is defined as ‘the organized production and dissemination of scholarly works in any format as a service provided by the library.’ An institutional repository might be part of a library publishing program if it is involved in some way in the production process (e.g., peer reviewing). Repositories that only house works for dissemination (e.g., collections of post-prints) are not considered part of library publishing. Simply digitizing or otherwise reformatting works would not be considered publishing.”__ ARL Research Library Publishing Services, 2008

LPS Survey Definition

43

Develop Best Practices for Library Publishing

Develop meaningful impact metrics for library publishing services Establish editorial quality and performance criteria Promote sustainability best practices Develop return-on-investment justifications for funding library publishing

programs

LPS Report Recommendations (1)

44

Collaborate to Create Community-based Resources

Create a shared repository of policies, tools, and templates Develop centrally hosted software solutions for publishing platforms Share service models and revenue approaches Promote collaborations and partnerships


45

Formalize Skills & Training

Create formal and informal training venues Articulate the particular value delivered by library publishing programs Establish dedicated library publishing


46

Review the report for more in depth ideas

Assemble a team to make a plan Assess what publishing services already in place on campus Do you have access to a University Press? Set goals for your program Identify staffing resources Determine what types of publications you will support Conduct interviews with faculty or student publication candidates

Advice for New Initiatives (1)

47

Review the report for more in depth ideas

Consider hosted OJS or Digital Commons Create a sustainability plan Develop your MOUs and related documents Start with a pilot project Plan an evaluation process and timeline Participate in the SPARC LPS forum to share results and seek advice Participate in CE programs

Advice for New Initiatives (2)

48

This topic & LYRASIS …

• Infrastructure support• Business model development & testing• Digitization & Digital Preservation• Education & Training• Facilitate information sharing, partnerships• Facilitate other aspects of LPS strategic

agenda?

Ideas & Insights Series

Forging New Paths in Publishing & Scholarly

Communications

May 24th, 2012