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LEARNING TO GIVE A
HOOT: OPEN ACCESS
WORKFLOWS FOR
ACADEMIC
LIBRARIANS
(OAWAL)
Jill Emery
Portland State University
This work is licensed under a
Creative Commons Attribution 3.0
Unported License
OPEN ACCESS PUBLISHING IS
GROWING
Graph attributed to Michael Eisen; posted to twitter & in blog post on 27 November 2014
International Comparative Performance of the UK Research Base – 2013 A report prepared by Elsevier for the
UK’s Department of Business, Innovation and Skills (BIS)
Monday, 1 December Issue of China Publishing and
Media Journal
Reproduced with kind permission from Neil Jacobs, Jisc
Reproduced with kind permission
from Neil Jacobs, Jisc
OAWAL: OPEN ACCESS WORKFLOWS
FOR ACADEMIC LIBRARIANS
WHAT IS OAWAL?
 A work in progress
 Crowdsourcing comments
through 2015
 Goal is to produce an openly
accessible wiki/blog reference
site for librarians working on
the management of open
access workflows
 To contain best practice
guidance and examples of
workflows
URL:
https://library3.hud.ac.uk/blogs/oawal/
WHAT IS OAWAL?
 OAWAL will contain
international examples
 Aimed at those who may be
new to or whose jobs now
include OA
 OAWAL is agnostic regarding
the route to OA
 OAWAL was not created to be
prescriptive of any one
specific business model or
philosophical arguments over
business model selection
URL:
https://library3.hud.ac.uk/blogs/oawal/
WHAT IS OAWAL?
 Advocacy
 Models & Mandates
 Standards
 Library Scholarly
Publishing
 Creative Commons
 Discovery
URL:
https://library3.hud.ac.uk/blogs/oawal/
ADVOCACY
 Internal Library Message on Open
Access
 Communication of OA
Opportunities to Your Academic
Community
 Mandates/Policies
 Promotion of Your Repository
 Budgeting for Open Access
Publication
 Reconfiguration of Staff
URL:
https://library3.hud.ac.uk/blogs/oawal/
MODELS & MANDATES
 The ‘traditional’ green model
 Gold Open Access
 Funder mandates/policies for
 green and gold
 The effect of gold on
workflows and staffing
 Pure gold vs. hybrid journals
 APC processing services
URL:
https://library3.hud.ac.uk/blogs/oawal/
AMERICAN POLICIES & MANDATES
STANDARDS
 Open Access Metadata &
Indicators
 ORCID, I2
 FundRef
 CrossMark
 Preservation & Storage
Formats
 Alternative Metric Schemes
URL:
https://library3.hud.ac.uk/blogs/oawal/
LIBRARY SCHOLARLY PUBLISHING
 The new university
presses
 Hosting
 Librarian expertise
 Publishing
 Challenges
 Sustainability
URL:
https://library3.hud.ac.uk/blogs/oawal/
CREATIVE COMMONS
 The link between CC licences
and open access
 Copyright and Creative
Commons
 Funder mandates
 Third Party rights and author
rights
 Commercial Use Questions
 Benefits of publishing with a
Creative Commons licence
URL:
https://library3.hud.ac.uk/blogs/oawal/
DISCOVERY
 Addition of global OA Content to library
catalogues & discovery systems
 Participation in OAISter/Metadata
 Library Guides
 Exposure of local repository on Google
 Indexing of gold OA journals and the
need for OA designation
 Usage data (PIRUS, IRUS-UK,
COUNTER 4)
URL:
https://library3.hud.ac.uk/blogs/oawal/
CROWDSOURCING
 Comments and suggestions from
around the world
 Australia, the United States (incl.
California Digital Library and
SPARC), South Africa (Stellenbosch
University) and the UK (incl. Jisc and
SCONUL)
 Where does OAWAL overlap with
work already in progress? California
Digital Library, SPARC, Jisc Monitor
 Further discussions at conferences
and workshops are planned in
2014/15
URL:
https://library3.hud.ac.uk/blogs/oawal/
11/2014: Graham Stone: Initial Mapping Model for Jisc, RCUK, & HEFCE
EXERCISE: THE H FORM
 Themes
 Identification/selection of OA content
 Budget management to support OA production
 Promotion of OA options to your academic
community
 Workflow for OA management
 Reconfiguration of staff for OA management
 Local content creation
WORKSHOP: THE H FORM
1. We’ve chosen themes that we hope interest you or tell us what
themes you want to explore.
2.  Write down barriers (issues and challenges) to achieving these
positive states/words (one per post-it) – 5 mins
3. As a group add these to the sheet, clustering where
themes/duplicates appear. 5 mins
4.  Individually jot down positive words and phrases associated with
the theme; what does success look like? (one per post-it) – 5 mins
5. As a group add these to the sheet, clustering where
themes/duplicates appear. 5 mins
6. As a group write down suggestions for resolving these barriers –
the idea space! Turn these into a top 3 priority actions/follow-ups.
10 mins
WORKSHOP: THE H FORM
From this: To this
SOME OF THE GOALS RECEIVED SO FAR
 10 Items identified for
Discovery section
 7 for Advocacy Section
 6 Items identified for Models
& Mandates Section
 5 for Standards section
 3 for Workflows/staffing
(models?)
 2 for Indexing of Journals
(discovery?)
 Discovery goals: Everything
OAI-PMH compliant & Good
APIs for DOAJ
 Banning of the word free and
utilization of the phrase: “No
cost to reader/user”
 Policy evolution &
Reskilling/career path
required for OA
 We're all agreed that we
need them (standards)
FURTHER DEVELOPMENTS
 1 December: Jisc Schema for OA
Policies by Neil Jacobs:
http://scholarlycommunications.jis
cinvolve.org/wp/2014/12/01/a-
schema-for-oa-policies/
 2 December: NPG’s ReadCube
Announcement (Fauxpen Access)
 2 December: Results from
Publishing Technology OA Survey:
http://www.publishingtechnology.c
om/2014/12/how-scholarly-
libraries-are-funding-and-
cataloguing-oa-
journals/?utm_source=rss&utm_m
edium=rss&utm_campaign=how-
scholarly-libraries-are-funding-
and-cataloguing-oa-journals
QUESTIONS?
https://library3.hud.ac.uk/blogs/oawal/
 Jill Emery:
jemery@pdx.edu
 Graham Stone:
g.stone@hud.ac.uk
This work is licensed under a
Creative Commons Attribution 3.0
Unported License

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Learning to Give a Hoot: Open Access Workflows for Academic Librarians

  • 1. LEARNING TO GIVE A HOOT: OPEN ACCESS WORKFLOWS FOR ACADEMIC LIBRARIANS (OAWAL) Jill Emery Portland State University This work is licensed under a Creative Commons Attribution 3.0 Unported License
  • 2. OPEN ACCESS PUBLISHING IS GROWING Graph attributed to Michael Eisen; posted to twitter & in blog post on 27 November 2014
  • 3. International Comparative Performance of the UK Research Base – 2013 A report prepared by Elsevier for the UK’s Department of Business, Innovation and Skills (BIS)
  • 4. Monday, 1 December Issue of China Publishing and Media Journal
  • 5. Reproduced with kind permission from Neil Jacobs, Jisc
  • 6. Reproduced with kind permission from Neil Jacobs, Jisc
  • 7. OAWAL: OPEN ACCESS WORKFLOWS FOR ACADEMIC LIBRARIANS
  • 8. WHAT IS OAWAL?  A work in progress  Crowdsourcing comments through 2015  Goal is to produce an openly accessible wiki/blog reference site for librarians working on the management of open access workflows  To contain best practice guidance and examples of workflows URL: https://library3.hud.ac.uk/blogs/oawal/
  • 9. WHAT IS OAWAL?  OAWAL will contain international examples  Aimed at those who may be new to or whose jobs now include OA  OAWAL is agnostic regarding the route to OA  OAWAL was not created to be prescriptive of any one specific business model or philosophical arguments over business model selection URL: https://library3.hud.ac.uk/blogs/oawal/
  • 10. WHAT IS OAWAL?  Advocacy  Models & Mandates  Standards  Library Scholarly Publishing  Creative Commons  Discovery URL: https://library3.hud.ac.uk/blogs/oawal/
  • 11. ADVOCACY  Internal Library Message on Open Access  Communication of OA Opportunities to Your Academic Community  Mandates/Policies  Promotion of Your Repository  Budgeting for Open Access Publication  Reconfiguration of Staff URL: https://library3.hud.ac.uk/blogs/oawal/
  • 12. MODELS & MANDATES  The ‘traditional’ green model  Gold Open Access  Funder mandates/policies for  green and gold  The effect of gold on workflows and staffing  Pure gold vs. hybrid journals  APC processing services URL: https://library3.hud.ac.uk/blogs/oawal/
  • 14. STANDARDS  Open Access Metadata & Indicators  ORCID, I2  FundRef  CrossMark  Preservation & Storage Formats  Alternative Metric Schemes URL: https://library3.hud.ac.uk/blogs/oawal/
  • 15. LIBRARY SCHOLARLY PUBLISHING  The new university presses  Hosting  Librarian expertise  Publishing  Challenges  Sustainability URL: https://library3.hud.ac.uk/blogs/oawal/
  • 16. CREATIVE COMMONS  The link between CC licences and open access  Copyright and Creative Commons  Funder mandates  Third Party rights and author rights  Commercial Use Questions  Benefits of publishing with a Creative Commons licence URL: https://library3.hud.ac.uk/blogs/oawal/
  • 17. DISCOVERY  Addition of global OA Content to library catalogues & discovery systems  Participation in OAISter/Metadata  Library Guides  Exposure of local repository on Google  Indexing of gold OA journals and the need for OA designation  Usage data (PIRUS, IRUS-UK, COUNTER 4) URL: https://library3.hud.ac.uk/blogs/oawal/
  • 18. CROWDSOURCING  Comments and suggestions from around the world  Australia, the United States (incl. California Digital Library and SPARC), South Africa (Stellenbosch University) and the UK (incl. Jisc and SCONUL)  Where does OAWAL overlap with work already in progress? California Digital Library, SPARC, Jisc Monitor  Further discussions at conferences and workshops are planned in 2014/15 URL: https://library3.hud.ac.uk/blogs/oawal/
  • 19. 11/2014: Graham Stone: Initial Mapping Model for Jisc, RCUK, & HEFCE
  • 20. EXERCISE: THE H FORM  Themes  Identification/selection of OA content  Budget management to support OA production  Promotion of OA options to your academic community  Workflow for OA management  Reconfiguration of staff for OA management  Local content creation
  • 21. WORKSHOP: THE H FORM 1. We’ve chosen themes that we hope interest you or tell us what themes you want to explore. 2.  Write down barriers (issues and challenges) to achieving these positive states/words (one per post-it) – 5 mins 3. As a group add these to the sheet, clustering where themes/duplicates appear. 5 mins 4.  Individually jot down positive words and phrases associated with the theme; what does success look like? (one per post-it) – 5 mins 5. As a group add these to the sheet, clustering where themes/duplicates appear. 5 mins 6. As a group write down suggestions for resolving these barriers – the idea space! Turn these into a top 3 priority actions/follow-ups. 10 mins
  • 22. WORKSHOP: THE H FORM From this: To this
  • 23. SOME OF THE GOALS RECEIVED SO FAR  10 Items identified for Discovery section  7 for Advocacy Section  6 Items identified for Models & Mandates Section  5 for Standards section  3 for Workflows/staffing (models?)  2 for Indexing of Journals (discovery?)  Discovery goals: Everything OAI-PMH compliant & Good APIs for DOAJ  Banning of the word free and utilization of the phrase: “No cost to reader/user”  Policy evolution & Reskilling/career path required for OA  We're all agreed that we need them (standards)
  • 24. FURTHER DEVELOPMENTS  1 December: Jisc Schema for OA Policies by Neil Jacobs: http://scholarlycommunications.jis cinvolve.org/wp/2014/12/01/a- schema-for-oa-policies/  2 December: NPG’s ReadCube Announcement (Fauxpen Access)  2 December: Results from Publishing Technology OA Survey: http://www.publishingtechnology.c om/2014/12/how-scholarly- libraries-are-funding-and- cataloguing-oa- journals/?utm_source=rss&utm_m edium=rss&utm_campaign=how- scholarly-libraries-are-funding- and-cataloguing-oa-journals
  • 25. QUESTIONS? https://library3.hud.ac.uk/blogs/oawal/  Jill Emery: jemery@pdx.edu  Graham Stone: g.stone@hud.ac.uk This work is licensed under a Creative Commons Attribution 3.0 Unported License

Editor's Notes

  • #18: Leeds Beckett World Diabetes Day LibGuide: http://libguides.leedsbeckett.ac.uk/world_diabetes_day
  • #21: We’ve borrowed, with attribution, the H Form, a facilitation technique from the Peanut Plus partnership in the UK.