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#WMSglobal
Selecting Open Access Knowledge
Base collections for Discovery
JEFF SIEMON
ANDERSON UNIVERSITY (INDIANA)
#WMSglobal
Electronic Resources Librarian,
Anderson University
Jeff Siemon
#WMSglobal
1. Why add Open Access resources to your catalog?
2. Brief overview of Open Access:
terminology, and current landscape.
3. I’ll review some OA collections
available for your library to select
in the OCLC Knowledge Base.
4. How to add an OA collection
to your Catalog, using Collection Manager.
What will we cover?
#WMSglobal
1. Why add Open
Access to your catalog?
#WMSglobal
• Provide more diverse resources (geographically, maybe ethnically,
different points of view)
• Increase the flow of ideas between researchers: those from developing
countries, smaller institutions, and Europe↔North America.
• Support access for resources published by smaller societies,
universities and publishers
• Increase your library’s holdings without budget increases
• If you are using “Get It Now” for you patrons, the “Get It Now Collection”
includes OA journals. Be careful that you aren’t paying for OA articles.
Why add OA resources to your Catalog?
#WMSglobal
2. Brief Orientation to
Open Access
Budapest Open Access Initiative 2002
 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 texts of
these articles,
 crawl them for indexing, pass them as data to software, or use them
for any other lawful purpose,
 without financial, legal, or technical barriers other than those
inseparable from gaining access to the internet itself.
 give authors control over the integrity of their work and the right to be
properly acknowledged and cited.
From https://www.budapestopenaccessinitiative.org
from Morrison, Heather. Dramatic Growth of Open Access [data set], version:October 1, 2019, Scholars
Portal Dataverse, https://doi.org/10.5683/SP2/EZQ1OK
road.ISSN.org - 35,483 OA journals
Fun interactive map!
3,332 - Latin Am and Caribbean
18,642 - Europe/North Am
714 - Africa
10,377 - Asia/Pacific
2,015 - Arab States
Top 5 Publishers of Academic Articles
Number of
Journals
Mean Impact
Factor
Elsevier 1,814 2.745
Springer 1,275 1.524
Wiley-Blackwell 1,105 2.276
Taylor & Francis 811 1.111
Sage 493 1.384
All others 5,672 1.913
Total 11,170 1.958
From Thompson
Reuter’s Journal
citation report
as reported in Eger
(2018) p.17
Meghan Zahneris.
“Scholars fight rogue peer
review and citation cartels”
in The Chronicle of Higher
Education. (Oct 11, 2019):
A22-23
Open access Models
 Gold Open Access
– Funding Model: the researcher pays a fee to the journal, which
can be hundreds or thousands of dollars
– Public Access: the public has immediate access to the final,
published version of the article.
– Peer Review: the article goes through the journals’ processes of
peer review.
Adapted from Jason M. Kelly “Green, Gold, and Diamond?: A Short Primer on Open Access”
Open access Models
 Hybrid Open Access: Some articles in a journal are “Gold” open
access, and others are available only to subscribers.
– Discovery: Since the entire journal is not OA, it can be difficult to
identify which articles are OA and which are not.
– Funding Models: the researcher pays a fee to the journal, and the
publishers charges subscribers/libraries for the journal.
– Public Access: the public has immediate access to the final,
published version.
– Peer Review: the article goes through the journals’ processes of
peer review.
Open access Models
• Diamond Open Access: no fee for authors.
– Funding Model: the researcher pays no fee to the journal;
Publishing cost is often paid by a society or grant or university
press.
– Discovery: Metadata must be created by some group.
– Public Access: the public has immediate access to the final,
published version of the article
– Peer Review: the article goes through the journals’ processes of
peer review
Adapted from Jason M. Kelly “Green, Gold, and Diamond?: A Short Primer on Open Access”
Open access Models
 Green Open Access: allows scholars to upload to a digital repository
the pre-print article, or after a period (say 1 year) the published article.
– Discovery: Usually requires a secondary search, or plug in, to find the OA
article. The publisher continues to charge for the version hosted on their
site.
– Funding Model: neither the researcher nor the public pays a fee;
repositories are supported through institutional funding.
– Peer Review: often the pre-print is an edited and peer reviewed version of
the article
– Public Access: a version of the article may be immediately available to the
public, but more likely an embargo.
Adaped from Jason M. Kelly “Green, Gold, and Diamond?: A Short Primer on Open Access”
Open access Models
• OER:Open Educational Resource (textbooks, etc.)
– Funding Models: Often the author(s) is paid to write the textbook,
and the process is funded by grants or institution(s).
– Public Access: the public has immediate access to the final,
published version.
– Peer Review: Author(s) are selected for their experience in the
field and in writing textbooks. There is editorial review, but not peer
review.
#WMSglobal
3. Which OCLC KB
Open Access
collections to select?
#WMSglobal
• Faculty / researcher misconceptions about Open Access journals
• Silos separating collection development librarians and electronic
resources librarians
• Promoting journals you subscribe to ($$$) while still providing access
to OA journals.
• Varying quality of metadata and updates (but this is a challenge with
subscription publishers too)
• Gathering stats from OA usage, for data driven assessment, if your
institution is into analytics.
Local challenges with adding OA to your Catalog
Journal Collections: DOAJ
• “Directory of Open Access Journals (DOAJ) is a
community-curated list of open access journals and aims
… for quality, peer reviewed open access material.”
• Currently 13,000+ journals
(From DOAJ website, Oct 2019)
• OCLC Knowledge Base name:
Directory of Open Access Journals (All titles) =
DOAJ.Records
J Collections: McGill University
• Open Access eJournals (McGill) =
global.53639.8.mcgillejournalsopenaccess
• 12,800+ journals) – less than 1/3 overlap with DOAJ
• Generally, these are academic journals, but may not follow
all the Budapest Open Access Initiative guidelines.
• Takes some occasional maintenance of broken links.
Journal Collections: SciELO
• SciELO – Curated OA Science journals mostly from
Central and South American countries (2200+ titles), 15
collections by country (e.g. SciELO Argentina)
• Grant funded, Gold OA, standards for editors, authors,
content, peer review, indexing, metrics, etc.
• Over 450 of these are not in DOAJ
• https://scielo.org/en/
Journal Collections: CEEOL
• CEEOL All Titles = ceeol.journals
– Eastern European journals (+970 OA journals, but +420
subscription journals, I can send you a KBart file to select just the
OA titles, if you email me.)
• Africa Journals Online (Open Access) = openly.jsCate.ajol
– 72 OA out of a collection of 219, I can send you a KBart file to
select just the OA titles, if you email me.
J Collections: JSTOR OA Journals
• JSTOR Open Access Journals = jstor.oajournals
– 48 titles, mostly to current, some with 2016-2018 end dates
• JSTOR Early Journal Content = jstor.ejc
– 339 titles, all earlier than 1922, journals and proceedings
Journal Collections:
• Other Free Journals = freeAccess.misc (+250 OA
journals) This collection was initially created by OCLC
staff, for member libraries to add free e-journal titles
nowhere else in the KB. A few new titles are added by
members each month.
Journal Collections:
• Free Medical Journals = freeAccess.fj4d
• – 3,040+ medical journals. I don’t know the origin of this
collection. It seems to be maintained cooperatively by
OCLC member libraries. Might be helpful if you are a
medical library?
Collections: OA Jour. from Societies
• IOP Institute of Physics
• ACRL – American College and Research Libraries
• American Mathematical Society 8
• American Physiological Society
• Project Euclid (Cornell) 508
• University of Edinburgh 18
• University of Nebraska 15
Collections: OA journals commercial
• Sage 239
• Springer 631
• Nature Open Access Content (almost all articles are free after a 12 month
embargo) 107
• Elsevier 668
• Wiley 155
• ProQuest 3,312
• Emerald 27
• Mary Ann Liebert 9
• Thieme 28
Open Access eBook Collections
OA eBook Collections:
• Directory of Open Access Books (European Networks) =
oapen.doabooks (21,000)
• OAPEN : Open Access Publishing in European Networks =
global.60691.88 (3,500) 2100 overlap with doabooks
• JSTOR eBooks Open Access = jstor.oaebooks (5,835)
Knowledge Unlatched, a U of California project (1,378)
• SciELO Books = scielo.ebooks Curated OA Science eBooks
from Central and South American countries (1,169)
OA eBook Collections: University Press
• U. of California Press (Luminos) 64
• Manchester University Press 176
• New York University Press 71
• Project Muse (Johns Hopkins) 513
eBook Collections:
Proquest OA Dissertations …
• ProQuest Dissertations and Theses Open (PQDT Open) =
global.5644.234 had 44,000+ OA dissertations
• OA Dissertations from repositories, are not widely
represented in the OCLC KB. A good project for your
university, if you have a repository.
• Presentation 3:10 today “You can Open Access too” by
Judy Hsu
eBook & J Collections: DTL …
• Digital Theological Library – OA religion collections,
including many dissertations in repositories.
• Also smaller journals that aren’t in other collections.
• Presentation about DTL Thursday 1:10 pm
“WMS and aggressive Open Access Curation”
Tom Phillips, Claremont University
OA eBook Collections: commercial vendors
– De Gruyter Open Access eBooks = deGruyter.oaebooks 2,287 with
at least 716 overlap with OAPEN
– Oxford 89
– Cambridge 50
– Springer Nature 779
– Taylor & Francis 383
– Brill 272
– Bloomsbury 200
– Gorgias Press 8
#WMSglobal
4. How to Add Open
Access Collections /
e-Resources to your
Library Catalog
#WMSglobal
Adding an OA collection
1) Search and then Click on the Collection Title: e.g. “Public
Library of Science”
#WMSglobal
Adding an OA collection
2)Click on “Website” to test a few titles, to make sure they are
OA
3) “Select title” to select individual titles.
#WMSglobal
Adding an OA collection
4) OR Click on
“Select
Collection” to
select ALL titles in
the collection.
#WMSglobal
Adding an OA collection
5) Add to a license if you have License Manager, so ILL will work.
I made a simple license for OA journals, that only says “Yes” to ILL
usage. If ILL staff get tired of requests for OA journals, I can set this
license to “NO” ILL usage.
#WMSglobal
Adding an OA collection
6) Probably set linking
to “No Proxy Needed”
(unless you proxy
everything, for
statistical purposes)
#WMSglobal
How to move OA lower in Discovery results
7) Examine the Holdings settings
Disable “Maintain holdings” can influence
search results.
In Discovery, if you select “disable”, the titles in
this collection will still show a “View full-text”
link, but “disable” will move the titles much
further down your results lists. Only a precise
search will retrieve the titles.
(e.g. I selected “disable” for HathiTrust).
If you want no ILL for OA, you could also
“disable”, but using a license to deflect is
easier to change back for all OA collections.
#WMSglobal
Slides from this presentation may be found at:
https://www.slideshare.net/jsiemon/presentations
A talk from 2017 WMS Global User Conference
Improving KB collections may be found
Recording: https://vimeo.com/237468207/00de177b16
Other related presentations also at Slide Share:
• Tips for fixing OCLC Knowledge Base broken links
• Cooperative methods to improve the OCLC Knowledge Base
• How to create a new knowledge base collection for the oclc
knowledge base if the vendor has not supplied one
• Improving KB collections
#WMSglobal
And more related information:
“Collection level cooperative cataloging --a plea for
catalogers to add KBart, Excel, MARC-edit, & WMS
Collection Manager to their skill set”
https://docs.lib.purdue.edu/charleston/2017/collectiondevelopment/1/
Detailed instructions for adding multiple OCNs to an existing
Knowledge Base collection may be found at:
https://drive.google.com/open?id=0B2sHKamxnI-dQmFkcUVmS1d4RTQ (about 50 pages)
A Check list for Adding or Canceling an e-Resource or a
Database may be found at https://docs.google.com/document/d/1yuf4g-
aRA6Fh7eJno4GtSryjEkI22gycalxhzdAHmsY/edit?usp=sharing
#WMSglobal
Questions? Comments?
Thank you
#WMSglobal
ANDERSON UNIVERSITY
josiemon@anderson.edu
Jeff Siemon

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Selecting open access Knowledge Base collections for Discovery

  • 1. #WMSglobal Selecting Open Access Knowledge Base collections for Discovery JEFF SIEMON ANDERSON UNIVERSITY (INDIANA)
  • 3. #WMSglobal 1. Why add Open Access resources to your catalog? 2. Brief overview of Open Access: terminology, and current landscape. 3. I’ll review some OA collections available for your library to select in the OCLC Knowledge Base. 4. How to add an OA collection to your Catalog, using Collection Manager. What will we cover?
  • 4. #WMSglobal 1. Why add Open Access to your catalog?
  • 5. #WMSglobal • Provide more diverse resources (geographically, maybe ethnically, different points of view) • Increase the flow of ideas between researchers: those from developing countries, smaller institutions, and Europe↔North America. • Support access for resources published by smaller societies, universities and publishers • Increase your library’s holdings without budget increases • If you are using “Get It Now” for you patrons, the “Get It Now Collection” includes OA journals. Be careful that you aren’t paying for OA articles. Why add OA resources to your Catalog?
  • 7. Budapest Open Access Initiative 2002  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 texts of these articles,  crawl them for indexing, pass them as data to software, or use them for any other lawful purpose,  without financial, legal, or technical barriers other than those inseparable from gaining access to the internet itself.  give authors control over the integrity of their work and the right to be properly acknowledged and cited. From https://www.budapestopenaccessinitiative.org
  • 8. from Morrison, Heather. Dramatic Growth of Open Access [data set], version:October 1, 2019, Scholars Portal Dataverse, https://doi.org/10.5683/SP2/EZQ1OK
  • 9. road.ISSN.org - 35,483 OA journals Fun interactive map! 3,332 - Latin Am and Caribbean 18,642 - Europe/North Am 714 - Africa 10,377 - Asia/Pacific 2,015 - Arab States
  • 10. Top 5 Publishers of Academic Articles Number of Journals Mean Impact Factor Elsevier 1,814 2.745 Springer 1,275 1.524 Wiley-Blackwell 1,105 2.276 Taylor & Francis 811 1.111 Sage 493 1.384 All others 5,672 1.913 Total 11,170 1.958 From Thompson Reuter’s Journal citation report as reported in Eger (2018) p.17 Meghan Zahneris. “Scholars fight rogue peer review and citation cartels” in The Chronicle of Higher Education. (Oct 11, 2019): A22-23
  • 11. Open access Models  Gold Open Access – Funding Model: the researcher pays a fee to the journal, which can be hundreds or thousands of dollars – Public Access: the public has immediate access to the final, published version of the article. – Peer Review: the article goes through the journals’ processes of peer review. Adapted from Jason M. Kelly “Green, Gold, and Diamond?: A Short Primer on Open Access”
  • 12. Open access Models  Hybrid Open Access: Some articles in a journal are “Gold” open access, and others are available only to subscribers. – Discovery: Since the entire journal is not OA, it can be difficult to identify which articles are OA and which are not. – Funding Models: the researcher pays a fee to the journal, and the publishers charges subscribers/libraries for the journal. – Public Access: the public has immediate access to the final, published version. – Peer Review: the article goes through the journals’ processes of peer review.
  • 13. Open access Models • Diamond Open Access: no fee for authors. – Funding Model: the researcher pays no fee to the journal; Publishing cost is often paid by a society or grant or university press. – Discovery: Metadata must be created by some group. – Public Access: the public has immediate access to the final, published version of the article – Peer Review: the article goes through the journals’ processes of peer review Adapted from Jason M. Kelly “Green, Gold, and Diamond?: A Short Primer on Open Access”
  • 14. Open access Models  Green Open Access: allows scholars to upload to a digital repository the pre-print article, or after a period (say 1 year) the published article. – Discovery: Usually requires a secondary search, or plug in, to find the OA article. The publisher continues to charge for the version hosted on their site. – Funding Model: neither the researcher nor the public pays a fee; repositories are supported through institutional funding. – Peer Review: often the pre-print is an edited and peer reviewed version of the article – Public Access: a version of the article may be immediately available to the public, but more likely an embargo. Adaped from Jason M. Kelly “Green, Gold, and Diamond?: A Short Primer on Open Access”
  • 15. Open access Models • OER:Open Educational Resource (textbooks, etc.) – Funding Models: Often the author(s) is paid to write the textbook, and the process is funded by grants or institution(s). – Public Access: the public has immediate access to the final, published version. – Peer Review: Author(s) are selected for their experience in the field and in writing textbooks. There is editorial review, but not peer review.
  • 16. #WMSglobal 3. Which OCLC KB Open Access collections to select?
  • 17. #WMSglobal • Faculty / researcher misconceptions about Open Access journals • Silos separating collection development librarians and electronic resources librarians • Promoting journals you subscribe to ($$$) while still providing access to OA journals. • Varying quality of metadata and updates (but this is a challenge with subscription publishers too) • Gathering stats from OA usage, for data driven assessment, if your institution is into analytics. Local challenges with adding OA to your Catalog
  • 18. Journal Collections: DOAJ • “Directory of Open Access Journals (DOAJ) is a community-curated list of open access journals and aims … for quality, peer reviewed open access material.” • Currently 13,000+ journals (From DOAJ website, Oct 2019) • OCLC Knowledge Base name: Directory of Open Access Journals (All titles) = DOAJ.Records
  • 19. J Collections: McGill University • Open Access eJournals (McGill) = global.53639.8.mcgillejournalsopenaccess • 12,800+ journals) – less than 1/3 overlap with DOAJ • Generally, these are academic journals, but may not follow all the Budapest Open Access Initiative guidelines. • Takes some occasional maintenance of broken links.
  • 20. Journal Collections: SciELO • SciELO – Curated OA Science journals mostly from Central and South American countries (2200+ titles), 15 collections by country (e.g. SciELO Argentina) • Grant funded, Gold OA, standards for editors, authors, content, peer review, indexing, metrics, etc. • Over 450 of these are not in DOAJ • https://scielo.org/en/
  • 21. Journal Collections: CEEOL • CEEOL All Titles = ceeol.journals – Eastern European journals (+970 OA journals, but +420 subscription journals, I can send you a KBart file to select just the OA titles, if you email me.) • Africa Journals Online (Open Access) = openly.jsCate.ajol – 72 OA out of a collection of 219, I can send you a KBart file to select just the OA titles, if you email me.
  • 22. J Collections: JSTOR OA Journals • JSTOR Open Access Journals = jstor.oajournals – 48 titles, mostly to current, some with 2016-2018 end dates • JSTOR Early Journal Content = jstor.ejc – 339 titles, all earlier than 1922, journals and proceedings
  • 23. Journal Collections: • Other Free Journals = freeAccess.misc (+250 OA journals) This collection was initially created by OCLC staff, for member libraries to add free e-journal titles nowhere else in the KB. A few new titles are added by members each month.
  • 24. Journal Collections: • Free Medical Journals = freeAccess.fj4d • – 3,040+ medical journals. I don’t know the origin of this collection. It seems to be maintained cooperatively by OCLC member libraries. Might be helpful if you are a medical library?
  • 25. Collections: OA Jour. from Societies • IOP Institute of Physics • ACRL – American College and Research Libraries • American Mathematical Society 8 • American Physiological Society • Project Euclid (Cornell) 508 • University of Edinburgh 18 • University of Nebraska 15
  • 26. Collections: OA journals commercial • Sage 239 • Springer 631 • Nature Open Access Content (almost all articles are free after a 12 month embargo) 107 • Elsevier 668 • Wiley 155 • ProQuest 3,312 • Emerald 27 • Mary Ann Liebert 9 • Thieme 28
  • 27. Open Access eBook Collections
  • 28. OA eBook Collections: • Directory of Open Access Books (European Networks) = oapen.doabooks (21,000) • OAPEN : Open Access Publishing in European Networks = global.60691.88 (3,500) 2100 overlap with doabooks • JSTOR eBooks Open Access = jstor.oaebooks (5,835) Knowledge Unlatched, a U of California project (1,378) • SciELO Books = scielo.ebooks Curated OA Science eBooks from Central and South American countries (1,169)
  • 29. OA eBook Collections: University Press • U. of California Press (Luminos) 64 • Manchester University Press 176 • New York University Press 71 • Project Muse (Johns Hopkins) 513
  • 30. eBook Collections: Proquest OA Dissertations … • ProQuest Dissertations and Theses Open (PQDT Open) = global.5644.234 had 44,000+ OA dissertations • OA Dissertations from repositories, are not widely represented in the OCLC KB. A good project for your university, if you have a repository. • Presentation 3:10 today “You can Open Access too” by Judy Hsu
  • 31. eBook & J Collections: DTL … • Digital Theological Library – OA religion collections, including many dissertations in repositories. • Also smaller journals that aren’t in other collections. • Presentation about DTL Thursday 1:10 pm “WMS and aggressive Open Access Curation” Tom Phillips, Claremont University
  • 32. OA eBook Collections: commercial vendors – De Gruyter Open Access eBooks = deGruyter.oaebooks 2,287 with at least 716 overlap with OAPEN – Oxford 89 – Cambridge 50 – Springer Nature 779 – Taylor & Francis 383 – Brill 272 – Bloomsbury 200 – Gorgias Press 8
  • 33. #WMSglobal 4. How to Add Open Access Collections / e-Resources to your Library Catalog
  • 34. #WMSglobal Adding an OA collection 1) Search and then Click on the Collection Title: e.g. “Public Library of Science”
  • 35. #WMSglobal Adding an OA collection 2)Click on “Website” to test a few titles, to make sure they are OA 3) “Select title” to select individual titles.
  • 36. #WMSglobal Adding an OA collection 4) OR Click on “Select Collection” to select ALL titles in the collection.
  • 37. #WMSglobal Adding an OA collection 5) Add to a license if you have License Manager, so ILL will work. I made a simple license for OA journals, that only says “Yes” to ILL usage. If ILL staff get tired of requests for OA journals, I can set this license to “NO” ILL usage.
  • 38. #WMSglobal Adding an OA collection 6) Probably set linking to “No Proxy Needed” (unless you proxy everything, for statistical purposes)
  • 39. #WMSglobal How to move OA lower in Discovery results 7) Examine the Holdings settings Disable “Maintain holdings” can influence search results. In Discovery, if you select “disable”, the titles in this collection will still show a “View full-text” link, but “disable” will move the titles much further down your results lists. Only a precise search will retrieve the titles. (e.g. I selected “disable” for HathiTrust). If you want no ILL for OA, you could also “disable”, but using a license to deflect is easier to change back for all OA collections.
  • 40. #WMSglobal Slides from this presentation may be found at: https://www.slideshare.net/jsiemon/presentations A talk from 2017 WMS Global User Conference Improving KB collections may be found Recording: https://vimeo.com/237468207/00de177b16 Other related presentations also at Slide Share: • Tips for fixing OCLC Knowledge Base broken links • Cooperative methods to improve the OCLC Knowledge Base • How to create a new knowledge base collection for the oclc knowledge base if the vendor has not supplied one • Improving KB collections
  • 41. #WMSglobal And more related information: “Collection level cooperative cataloging --a plea for catalogers to add KBart, Excel, MARC-edit, & WMS Collection Manager to their skill set” https://docs.lib.purdue.edu/charleston/2017/collectiondevelopment/1/ Detailed instructions for adding multiple OCNs to an existing Knowledge Base collection may be found at: https://drive.google.com/open?id=0B2sHKamxnI-dQmFkcUVmS1d4RTQ (about 50 pages) A Check list for Adding or Canceling an e-Resource or a Database may be found at https://docs.google.com/document/d/1yuf4g- aRA6Fh7eJno4GtSryjEkI22gycalxhzdAHmsY/edit?usp=sharing