Assessing the value of OA agreements
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This document discusses assessing the value of open access agreements through usage statistics. It outlines key questions around negotiation, flipped journals, institutional budgets, and impact of policies that usage statistics could help answer. These include determining high-value titles, trends in open versus closed content usage, global impact and contribution to title flipping, and comparing usage of funded versus non-funded research outputs. The document also discusses taking a holistic view beyond just publisher platforms and aggregating item-level usage data alongside publication details to fully understand impacts. Jisc's work with global usage reports and IRUS is highlighted as ways they are exploring these issues.
Assessing the value of OA agreements
- 1. Assessing the value of open access agreements Researcher to Reader Wednesday 22 February 2023 Laura Wong, Jisc Essential metrics, metadata, and infrastructure to support consortial evaluation of open access agreements
- 2. Open Access agreements at Jisc Assessing the value of open access agreements - Researcher to Research 2023 2
- 3. How do we assess value? •What do we mean by value? •When do we want to assess value? •Where do usage statistics fit in? Assessing the value of open access agreements - Researcher to Research 2023 3
- 4. How can usage statistics support value questions?
- 5. Negotiation •Which titles in the publisher’s portfolio are most important in the UK context? Which are “high value”? •To what extent are UK needs being met by OA content? •How are patterns of use changing over time? Are we seeing more usage of open compared to closed content? Assessing the value of open access agreements - Researcher to Research 2023 5
- 6. Flipped journals •What’s the global impact of flipped journals? •What are the usage trends over the last couple of years at journal and portfolio level? UK vs. global? Open vs. closed content? •Where does the UK sit in the international landscape? What is its contribution to flipping titles to open access? Assessing the value of open access agreements - Researcher to Research 2023 6
- 7. Institutional budgets and justifying spend •What happens when we can no longer use the subscriptions budget to fund these deals and initiatives? •How do we secure budget and justify spend? How do we continue demonstrating value for money and return on investment? •What benefits are we seeing from OA initiatives? •What is the reach of our publication output? Assessing the value of open access agreements - Researcher to Research 2023 7
- 8. Impact of policies •How does the usage of funded research outputs compare to non-funded outputs? Assessing the value of open access agreements - Researcher to Research 2023 8
- 9. What does this mean for how we work with usage data? Assessing the value of open access agreements - Researcher to Research 2023 9 •There’s still interest in… •Paywalled usage •Usage aggregated by title or journal •Usage aggregated by publisher •Usage attributed to institutions •Annual trends •But also interest in… •Global usage of both open and paywalled content •Total usage of open content in the UK (not just attributed to the institution) •Global reach and country of use Based on those key questions
- 10. A different approach Holistic view Indirect value Beyond the publisher platform Slicing item and global data Assessing the value of open access agreements - Researcher to Research 2023 10
- 11. Why item level reporting is important Assessing the value of open access agreements - Researcher to Research 2023 11 Huge Item Report COUNTER filters • Articles published under agreement • Articles published by associated authors • Funded articles • License type • Articles on a platform • Year of publication Total usage by… • Single item
- 12. Supporting data Assessing the value of open access agreements - Researcher to Research 2023 12 We need details about: • What has been published • Where was it published • Author affiliation • Who funded it • Under what licence • Publication type From places such as: • Publisher systems • Crossref • Open Alex • Open Access Switchboard • Databases such as Scopus, WoS and Dimensions Matching on identifiers such as: • ISSN/ISBN • DOI • OCRID • Funder ID • Organisational IDs
- 13. 13 OA agreements analytics and evaluation Data management Automate processes to collect, collate, clean and verify the required data Shared understanding Share approaches monitoring and evaluation and build an evidence base to support conversations Data analysis Data expertise of the team to work with the dataset to find insights Additional datasets Supplement and enhance data with Crossref, Unpaywall and Dimensions Presentation Provide robust and comparable metrics with contextual information in a digestible format Accessible and re-usable datasets Provide datasets in an easy and interoperable format Assessing the value of open access agreements - Researcher to Research 2023
- 14. What are Jisc doing with global and item usage stats? COUNTER item reports through JUSP, our collection service Prototype data visualisations using publisher supplied global usage reports Global usage of items in repositories through IRUS Case study using IRUS stats in analysis of an agreement with self-archiving element Assessing the value of open access agreements - Researcher to Research 2023 14
- 16. Global and granular: COUNTER for OA RESEARCHER TO READER, FEBRUARY 2023 | TASHA MELLINS-COHEN
- 17. Release 5 accommodates OA Release 5.1 optimised for OA The standard since 2003
- 18. Global All usage Non-attributed Pay walle d Free to read OA Attributed Pay walle d Free to read OA
- 21. Impact metrics METRICS: HANDLE WITH CARE
Editor's Notes
- #19: How it works: Total usage / global usage is built up of non-attributed and attributed usage of content on publisher platforms – that is, the usage we CAN link to institutions, and that which we CAN’T link to institutions, wherever they are in the world. Within that split, whether content is paywalled or free to read or OA is a secondary question. For subscription content report providers break this down to show only attributed usage, for a single institution or consortium For OA content, report providers don’t have to do that breakdown – that is, they can (AND SHOULD) report global usage Great, but not necessarily granular…