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http://www.niso.org/news/events/2014/webinars/what_is_open/

NISO Webinar:
The Infrastructure of Open Access, Part 1:
Know...
The Infrastructure of Open Access: Knowing
What is Open
The Lifecycle of Open Access Content
March 05, 2014

Susan Dunavan...
Open Access Content: Part of Larger Ecosystem
Copyright
Agents

Open Sources (Open Access,
HathiTrust, Creative Commons)

...
Open Access – What Is It?
• Open educational
resources are an
increasingly important
initiative for schools
– Cost of educ...
SIPX’s Context: Instructors and Students
• LMS and course reserves

© 2014 SIPX, Inc.
Confidential

5
SIPX’s Context: Instructors and Students
• Online learning
and MOOCs
• Continuing and
distance
education

© 2014 SIPX, Inc...
Our Users Want to Know:
• Is it free to read?
– will it always be?
– if not, will it be soon?

• Can I share it with my st...
Is it free to read?

© 2014 SIPX, Inc.
Confidential

8
The challenge (to third parties):

© 2014 SIPX, Inc.
Confidential

9
Ways to be free:
• OA Journals
• OA content in hybrid journals
– Born OA
– Embargoed

•
•
•
•
•
•

Rolling pay-walls/open ...
Publisher Platform Sophistication:

‘All the top-100-accessed articles about
Radiation Biochemistry are free if older than...
…how can third parties know
something is free?

© 2014 SIPX, Inc.
Confidential

12
Publisher provides metadata.
Problems:
– Vocab not standardized (‘open access’, ‘free’, ‘public
access’, ‘sponsored conten...
Publisher provides metadata (in content files).
Problems:
– Just not there
•
•
•
•

Costly to deal with back content
In pu...
XML examples
<cpyrt>
<year>2009</year>
<collab>Hamdi et al; licensee BioMed Central Ltd.</collab>
<note>
This is an Open A...
XML examples
<license license-type="open-access”
xlink:href="http://creativecommons.org/licenses/by/2.0/">
<license-p>
Thi...
XML examples
<license license-type="open-access">
<license-p>
This work is licensed under a Creative Commons Attr0ibution ...
Publisher provides metadata via API.
Problems:
– All the same as providing in content, except better
handles conditional/d...
Use institutional holdings files.
Problems:
– Not very granular (journal-year range)
– Lots of variety (not everyone uses ...
Publisher provides rules.
(lists of OA/Free journal titles and articles)
Problems:
– Handling new journals
– Handling jour...
Third party crawls sites.
Problems:
– Can’t tell if it will soon be free
– …or soon won’t be free
– Overhead

© 2014 SIPX,...
…lots of opportunities…

© 2014 SIPX, Inc.
Confidential

22
Opportunities
• Assist with emerging standards

• Be part of exploring and creating a sustainable
and useable model
• Supp...
© 2014 SIPX, Inc.
Confidential

24
How Open is Open Access?
Darlene Yaplee
Chief Marketing Officer, PLOS (Public Library of Science)

NISO Webinar
March 5, 2...
Now speaking…
Darlene Yaplee
Chief Marketing Officer
PLOS (Public Library of Science)

dyaplee@plos.org

26
Outline
•
•
•
•

Common Misconceptions and Clarifications
HowOpenIsIt? Tool
Real-world Examples of Open Access Reuse
Open ...
Let’s keep in mind the goal…
the advancement of scientific knowledge

Source: Toshiaki Tameshige. PLOS Genetics. 2013. 9(7...
Common Misconceptions
and Clarifications

29
Open Access Tells You About

• Method of dissemination
• Whether you can reuse the information
• Whether the article is ar...
It Does NOT Tell You About
•
•
•
•

The scope of the journal
The quality of the journal
The language of the journal
The re...
Open Access is Sustainable

32
32
Open Access Momentum – Growing Percentage
of STM Articles Published Open Access
12%

Source: Web of Science and Scopus dat...
The HowOpenIsIt? Tool

34
Open Access Definition

Varying and Unclear Definitions of
Open Access

35
100% Open Access
•
•
•
•

Free, immediate access online
Unrestricted distribution and reuse
Author retains rights to attri...
HowOpenIsIt?
Open Access Spectrum
Standardized Measurement of Openness

• Recognizes 6 components that
define Open Access ...
Moving from “Is it OA?”  “HowOpenIsIt?”

A collaboration among:

www.plos.org/open-access/howopenisit/
38

3
8
The HowOpenIsIt? Tool


Free readership immediately upon
publication

No reuse rights beyond fair use/
limitations & exce...
Real-world Examples of
Open Access Reuse

40
Benefits of Open Access – Machine Readability
Visualizing Complex Science

Daniel Mietchen, PhD, Raphael Wimmer and Nils D...
Global Collaboration to Fight Malaria
Open Source Malaria Consortium

Matthew Todd, PhD

http://opensourcemalaria.org/
htt...
Benefits of Open Access – Access to Anyone
Smartphone Becomes Microscope

Saber Iftekhar Khan, MA
Eva Schmid, PhD
Oliver H...
Accelerating Science Award Program (ASAP)
Global Collaboration

to Fight Malaria
Matthew Todd, PhD

HIV Self-Test
Empowers...
Open Access and the Future of
Publishing

45
Next Generation Publishing
Open Access is a Prerequisite
Research Article
Construct
• Abstract

Increased
Article Content
...
Thank You!

47
Untangling Open
Access Issues in
Scholarly
Communication

Greg Tananbaum
ScholarNext Consulting
greg@scholarnext.com
March...
A Man Walks into a Bar…

Greg Tananbaum, ScholarNext Consulting
A Man Walks into a Bar…

Greg Tananbaum, ScholarNext Consulting
Open Access
SPARC: “Open Access is the free, immediate, online
availability of research articles, coupled with the rights ...
Public Access
OSTP: “Ensure that the public can read, download, and
analyze in digital form final peer reviewed manuscript...
Open Data
NIH: “Recorded factual material commonly accepted in the
scientific community as necessary to validate research
...
Open Science
Michael Nielson: “The idea that scientific knowledge of
all kinds should be openly shared as early as is prac...
NISO Open Access Metadata &
Indicators: Background
• Working group launched by NISO in late 2012
• Co-chaired by Cameron N...
Why is This Necessary?
• Growth of OA
– Fasting growing segment of the journal market [Outsell]

• Proliferation of funder...
Why is This Necessary?
Growth of OA + More Funder Mandates +
Hybrids =

Lots of OA papers with different associated
rights...
Audience Segments
• Readers seeking to understand what rights they have for a given
article.
• Authors aiming to determine...
Who’s Involved: Working Group
• American Chemical
Society (ACS): John Ochs

• Joint Information Systems
Committee (JISC): ...
Current Status and Roadmap
Approval of Proposal
January 2013
Appointment of Working Group

February 2013

Approval of Init...
NISO OAMI Recommendations
• <free_to_read>
• <license_ref>

Greg Tananbaum, ScholarNext Consulting
<free_to_read> Tag
• Indicates content can be read or viewed by any user without
payment or authentication
• Simple attrib...
<license_ref> Tag
• Content of this tag would include a stable identifier expressed as an HTTP URI
• URI would point to li...
Benefits of Successful
Implementation
Growth of OA + More Funder Mandates + Hybrids =

Lots of OA papers with different as...
Thank You
Greg Tananbaum

www.scholarnext.com
greg@scholarnext.com

Greg Tananbaum, ScholarNext Consulting
NISO Two-Part Webinar, Part 1:
The Infrastructure of Open Access: Knowing What
is Open

Questions?
All questions will be p...
THANK YOU
Thank you for joining us today.
Please take a moment to fill out the brief online survey.
We look forward to hea...
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NISO Two-Part Webinar: The Infrastructure of Open Access, Part 1: Knowing What is Open

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About the Webinar

Open Access (OA) has become a widely accepted and rapidly growing method of publishing scholarly content. As OA distribution gains traction, a high priority for the community is establishing and building the infrastructure needed to efficiently manage this content. This infrastructure includes such elements as OA publication charge management by third parties, fee structures and payments, visual and machine-readable identification of OA availability and reuse rights, and discovery layer functions. In 2013, NISO launched a project on Open Access Metadata to develop recommendations for the availability and reuse rights issues, but that addresses only a piece of the total infrastructure issue.

In the first part of NISO’s two-part series, the focus is on Knowing What is Open. When content is published by a strictly Open Access publisher or in a completely open access online journal, knowing what is freely available to read by the user can be fairly obvious. This is less clear for hybrid titles, where open access is set at an article-by-article level. Even when a journal is fully open access, mechanisms are necessary for conveying the OA status of articles and their reuse rights to other systems, such as discovery platforms. This webinar will discuss just what it means to say content is "open access," what the various flavors of OA are,and how people and other systems can determine how open something is and both discover and access such content. Issues around license rights, the scale of openness, and the application of this data in discovery contexts will also be covered.
Introduction

Speakers:

The Lifecycle of Open Access Content
Susan Dunavan, Senior Product Manager, SIPX
Franny Lee, Co-Founder & VP Business Development, SIPX

How Open is Open Access?
Darlene Yaplee, Chief Marketing Officer, PLOS

Untangling Open Access Issues in Scholarly Communication
Greg Tananbaum, Consultant; NISO Open Access Metadata and Indicators Working Group Co-Chair

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Transcript of "NISO Two-Part Webinar: The Infrastructure of Open Access, Part 1: Knowing What is Open"

  1. 1. http://www.niso.org/news/events/2014/webinars/what_is_open/ NISO Webinar: The Infrastructure of Open Access, Part 1: Knowing What is Open March 5, 2014 Speakers: Susan Dunavan, Senior Product Manager, SIPX Franny Lee, Co-Founder & VP Business Development, SIPX Darlene Yaplee, Chief Marketing Officer, PLOS Greg Tananbaum, Consultant; NISO Open Access Metadata and Indicators Working Group Co-Chair
  2. 2. The Infrastructure of Open Access: Knowing What is Open The Lifecycle of Open Access Content March 05, 2014 Susan Dunavan Franny Lee •Senior Product Manager Co-Founder, Vice President Business Development sdunavan@sipx.com franny@sipx.com © 2014 SIPX, Inc. Confidential 2
  3. 3. Open Access Content: Part of Larger Ecosystem Copyright Agents Open Sources (Open Access, HathiTrust, Creative Commons) Schools Publishers and Creators Innovative, comprehensive web service to manage and share course materials • • Automated and leverages technology to solve copyright frustrations • MOOC Providers Transparent and accurate Easy; blends into existing campus systems • Beneficial – lower cost and increase quality of education Educators © 2014 SIPX, Inc. Confidential Students 3 Librarians and subscribed resources
  4. 4. Open Access – What Is It? • Open educational resources are an increasingly important initiative for schools – Cost of education – Institutional Open Access policies • Many different flavors – green, gold… © 2014 SIPX, Inc. Confidential 4
  5. 5. SIPX’s Context: Instructors and Students • LMS and course reserves © 2014 SIPX, Inc. Confidential 5
  6. 6. SIPX’s Context: Instructors and Students • Online learning and MOOCs • Continuing and distance education © 2014 SIPX, Inc. Confidential 6
  7. 7. Our Users Want to Know: • Is it free to read? – will it always be? – if not, will it be soon? • Can I share it with my students? – for free? if there’s a cost, what is it? – digitally or in print? share a PDF, or link out? – any additional restrictions? (only a percentage of a work, etc.) • Can I reuse portions in my own work, or create derivative works? © 2014 SIPX, Inc. Confidential 7
  8. 8. Is it free to read? © 2014 SIPX, Inc. Confidential 8
  9. 9. The challenge (to third parties): © 2014 SIPX, Inc. Confidential 9
  10. 10. Ways to be free: • OA Journals • OA content in hybrid journals – Born OA – Embargoed • • • • • • Rolling pay-walls/open back-archive Free sponsored content Free content types (book reviews, front matter) Temporarily free (popular, sample, special offer, etc.) Subscribed Identity-based (free to regions, registered users, etc.) • Condition-based, dynamic © 2014 SIPX, Inc. Confidential 10
  11. 11. Publisher Platform Sophistication: ‘All the top-100-accessed articles about Radiation Biochemistry are free if older than 1 week, except for those by author John Smith that were published in the last 10 years’ © 2014 SIPX, Inc. Confidential 11
  12. 12. …how can third parties know something is free? © 2014 SIPX, Inc. Confidential 12
  13. 13. Publisher provides metadata. Problems: – Vocab not standardized (‘open access’, ‘free’, ‘public access’, ‘sponsored content’) – Not machine-readable – Error-prone (with free-text license statements) – How? In file metadata, via API © 2014 SIPX, Inc. Confidential 13
  14. 14. Publisher provides metadata (in content files). Problems: – Just not there • • • • Costly to deal with back content In publisher’s own content, but not in metadata feeds ‘use the statement in the PDF watermark’ excludes conditional/dynamic and identity-based models – Markup not standardized (many different formats: XML DTDs, ONIX, RDF, HTML Meta, OAI-PMH, Dublin Core) © 2014 SIPX, Inc. Confidential 14
  15. 15. XML examples <cpyrt> <year>2009</year> <collab>Hamdi et al; licensee BioMed Central Ltd.</collab> <note> This is an Open Access article distributed under the terms of the Creative Commons Attribution License (<url>http://creativecommons.org/licenses/by/2.0</url>), which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited. </note> </cpyrt> ----------------------------------------------------------------------------------------------<oa:openAccessInformation xmlns:oa="http://vtw.elsevier.com/data/ns/properties/OpenAccess-1/"> <oa:openAccessEffective>2013-11-27T17:10:55Z</oa:openAccessEffective> <oa:openAccessStatus>http://vtw.elsevier.com/data/voc/oa/OpenAccessStatus#Full</oa:openAc cessStatus> <oa:sponsor> <oa:sponsorType>http://vtw.elsevier.com/data/voc/oa/SponsorType#Author</oa:sponsorType> </oa:sponsor> </oa:openAccessInformation> © 2014 SIPX, Inc. Confidential 15
  16. 16. XML examples <license license-type="open-access” xlink:href="http://creativecommons.org/licenses/by/2.0/"> <license-p> This is an open-access article distributed under the terms of the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited. </license-p> </license> ----------------------------------------------------------------------------------------------<license xlink:type="simple"> <license-p> This is an open-access article distributed under the terms of the <ext-link ext-link-type="uri" xlink:href="http://creativecommons.org/licenses/by/4.0/" xlink:type="simple">Creative Commons Attribution License</ext-link> , which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited. </license-p> </license> © 2014 SIPX, Inc. Confidential 16
  17. 17. XML examples <license license-type="open-access"> <license-p> This work is licensed under a Creative Commons Attr0ibution 3.0 License (bync 3.0). </license-p> <license-p>Licensee PAGE Press, Italy</license-p> </license> ------------------------------------------------------------------<license license-type="open-access” xlink:href=“http://creativecommons.org/licenses/by/2.5> <license-p> Re-use of this article is permitted in accordance with the Creative Commons Deed, Attribution 2.5, which does not permit commercial exploitation. </license-p> </license> © 2014 SIPX, Inc. Confidential 17
  18. 18. Publisher provides metadata via API. Problems: – All the same as providing in content, except better handles conditional/dynamic and identity-based – Rarely supported by publisher’s platform – No standardization in APIs, third party costs – Increased risk of failure © 2014 SIPX, Inc. Confidential 18
  19. 19. Use institutional holdings files. Problems: – Not very granular (journal-year range) – Lots of variety (not everyone uses KBART): embargo/days_available: 90 embargo/days_not_available:1060 545 days 18 months P90D R6M – ‘30 days’ may be 30 days, or 1 month © 2014 SIPX, Inc. Confidential 19
  20. 20. Publisher provides rules. (lists of OA/Free journal titles and articles) Problems: – Handling new journals – Handling journal changes – Keeping up with new articles, syncing © 2014 SIPX, Inc. Confidential 20
  21. 21. Third party crawls sites. Problems: – Can’t tell if it will soon be free – …or soon won’t be free – Overhead © 2014 SIPX, Inc. Confidential 21
  22. 22. …lots of opportunities… © 2014 SIPX, Inc. Confidential 22
  23. 23. Opportunities • Assist with emerging standards • Be part of exploring and creating a sustainable and useable model • Support school needs and initiatives • Strengthen school relationships © 2014 SIPX, Inc. Confidential 23
  24. 24. © 2014 SIPX, Inc. Confidential 24
  25. 25. How Open is Open Access? Darlene Yaplee Chief Marketing Officer, PLOS (Public Library of Science) NISO Webinar March 5, 2014
  26. 26. Now speaking… Darlene Yaplee Chief Marketing Officer PLOS (Public Library of Science) dyaplee@plos.org 26
  27. 27. Outline • • • • Common Misconceptions and Clarifications HowOpenIsIt? Tool Real-world Examples of Open Access Reuse Open Access and the Future of Publishing 27
  28. 28. Let’s keep in mind the goal… the advancement of scientific knowledge Source: Toshiaki Tameshige. PLOS Genetics. 2013. 9(7) 28
  29. 29. Common Misconceptions and Clarifications 29
  30. 30. Open Access Tells You About • Method of dissemination • Whether you can reuse the information • Whether the article is archived 30
  31. 31. It Does NOT Tell You About • • • • The scope of the journal The quality of the journal The language of the journal The review process of the journal 31
  32. 32. Open Access is Sustainable 32 32
  33. 33. Open Access Momentum – Growing Percentage of STM Articles Published Open Access 12% Source: Web of Science and Scopus databases, Mikael Laakso and Bo-Christer Björk 33 33
  34. 34. The HowOpenIsIt? Tool 34
  35. 35. Open Access Definition Varying and Unclear Definitions of Open Access 35
  36. 36. 100% Open Access • • • • Free, immediate access online Unrestricted distribution and reuse Author retains rights to attribution Papers are immediately deposited in a public online archive such as PubMed Central Bethesda Principles, April 2003 36
  37. 37. HowOpenIsIt? Open Access Spectrum Standardized Measurement of Openness • Recognizes 6 components that define Open Access publications • Defines what makes a journal more open vs. less open • Invites informed decisions about where to publish A collaboration among: 37
  38. 38. Moving from “Is it OA?”  “HowOpenIsIt?” A collaboration among: www.plos.org/open-access/howopenisit/ 38 3 8
  39. 39. The HowOpenIsIt? Tool  Free readership immediately upon publication No reuse rights beyond fair use/ limitations & exceptions to copyright (all rights reserved ©) Publisher holds copyright. No author reuse of published version beyond fair use Author may not post any versions to repositories or websites  Generous reuse and remixing rights (e.g., CC BY license)  Author holds copyright No restrictions  Author may post any version to any repository or website No automatic posting in third-party repositories  Journals make articles automatically available in trusted third-party repositories immediately upon publication Reader Rights Fees to read all articles Subscription, membership, etc. Reuse Rights Copyrights Author Posting Rights Automatic Posting (e.g., PubMed . Central) Machine Readability Not available in machine-readable format: article full text /metadata  Community machine-readable standard formats for article full text, metadata, citations, & data (community standard API or protocol) 39
  40. 40. Real-world Examples of Open Access Reuse 40
  41. 41. Benefits of Open Access – Machine Readability Visualizing Complex Science Daniel Mietchen, PhD, Raphael Wimmer and Nils Dagsson Moskopp http://blog.wikimedia.org/c/technology/features/multimedia/ 41
  42. 42. Global Collaboration to Fight Malaria Open Source Malaria Consortium Matthew Todd, PhD http://opensourcemalaria.org/ http://asap.plos.org 42
  43. 43. Benefits of Open Access – Access to Anyone Smartphone Becomes Microscope Saber Iftekhar Khan, MA Eva Schmid, PhD Oliver Hoeller, PhD http://asap.plos.org 43
  44. 44. Accelerating Science Award Program (ASAP) Global Collaboration to Fight Malaria Matthew Todd, PhD HIV Self-Test Empowers Patients Nitika Pant Pai, MD, MPH, PhD, Caroline Vadnais, Roni Deli-Houssein and Sushmita Shivkumar Visualizing Complex Science Daniel Mietchen, PhD, Raphael Wimmer and Nils Dagsson Moskopp http://asap.plos.org 44
  45. 45. Open Access and the Future of Publishing 45
  46. 46. Next Generation Publishing Open Access is a Prerequisite Research Article Construct • Abstract Increased Article Content Types and Utility New Ways of Research Assessment • Introduction - Component types • Methods • Results - Component granularity • Discussion • Supporting Information • Acknowledgments - Functionality • Author Contributions • References - Living versus static Greater Community Building and Collaboration - Merit of the research - Article-Level Metrics - Commenting - Pre-publication to continuous review - Shared repositories - Participation/ crowd sourcing - Network effect, gets better the more people contribute 46
  47. 47. Thank You! 47
  48. 48. Untangling Open Access Issues in Scholarly Communication Greg Tananbaum ScholarNext Consulting greg@scholarnext.com March 5, 2014
  49. 49. A Man Walks into a Bar… Greg Tananbaum, ScholarNext Consulting
  50. 50. A Man Walks into a Bar… Greg Tananbaum, ScholarNext Consulting
  51. 51. Open Access SPARC: “Open Access is the free, immediate, online availability of research articles, coupled with the rights to use these articles fully in the digital environment.” Free Immediate Full Reuse Articles Greg Tananbaum, ScholarNext Consulting
  52. 52. Public Access OSTP: “Ensure that the public can read, download, and analyze in digital form final peer reviewed manuscripts or final published documents within a timeframe that is appropriate for each type of research conducted or sponsored by the agency.” Free Immediate Free Embargo Full Reuse Some Reuse Articles Penultimate Greg Tananbaum, ScholarNext Consulting
  53. 53. Open Data NIH: “Recorded factual material commonly accepted in the scientific community as necessary to validate research findings…data sharing should occur in a timely fashion. NIH expects the timely release and sharing of data to be no later than the acceptance for publication of the main findings from the final dataset…Data should be made as widely and freely available as possible.” Free Immediate Full Reuse Free Embargo Some Reuse Free Embargo Some Reuse Articles Penultimate Data Greg Tananbaum, ScholarNext Consulting
  54. 54. Open Science Michael Nielson: “The idea that scientific knowledge of all kinds should be openly shared as early as is practical in the discovery process.” Free Immediate Free Embargo Some Reuse Free Embargo Some Reuse Data Free Embargo Some Reuse Stuff Full Reuse Articles Penultimate Greg Tananbaum, ScholarNext Consulting
  55. 55. NISO Open Access Metadata & Indicators: Background • Working group launched by NISO in late 2012 • Co-chaired by Cameron Neylon (PLOS), Ed Pentz (CrossRef), Greg Tananbaum (representing SPARC) • Goal is to develop standardized set of metadata elements tying accessibility permissions to an object in a manner useful to humans and machines Greg Tananbaum, ScholarNext Consulting
  56. 56. Why is This Necessary? • Growth of OA – Fasting growing segment of the journal market [Outsell] • Proliferation of funder and government public access mandates – 111 worldwide as of 3/14 – See http://www.biomedcentral.com/funding/funderpolicies • Hybrid publishing options – Offered by ~250 publishers as of 3/14 – See http://www.sherpa.ac.uk/romeo/PaidOA.php Greg Tananbaum, ScholarNext Consulting
  57. 57. Why is This Necessary? Growth of OA + More Funder Mandates + Hybrids = Lots of OA papers with different associated rights and responsibilities = Confusion WRT who can do what when Greg Tananbaum, ScholarNext Consulting
  58. 58. Audience Segments • Readers seeking to understand what rights they have for a given article. • Authors aiming to determine what rights they will retain and whether they are compliant with a given funder policy. • Publishers hoping to clearly convey what its audience can and cannot do with the articles they disseminate. • Research funders looking to promote the openness of the work they sponsor, and to verify their policies are being followed. • Search engines, A&I databases, and other discovery services aiming to help guide their audience toward resources to which they have access and other rights. • Academic libraries seeking to more efficiently direct their patrons to resources that are freely accessible and/or reusable. Greg Tananbaum, ScholarNext Consulting
  59. 59. Who’s Involved: Working Group • American Chemical Society (ACS): John Ochs • Joint Information Systems Committee (JISC): Ben Showers • Copyright Clearance Center: Heather Reid • Kennisland: Paul Keller • Creative Commons: Timothy Vollmer • EDItEUR: Tim Devenport • Ex Libris, Inc.: Christine Stohn • Indiana University Bloomington Libraries: Julie Hardesty • Reed Elsevier: Chris Shillum • Social Science Research Network: Gregg Gordon • The Wellcome Library: Cecy Marden • University of Birmingham: Jill Russell • International Association of STM Publishers: Eefke Smit Greg Tananbaum, ScholarNext Consulting
  60. 60. Current Status and Roadmap Approval of Proposal January 2013 Appointment of Working Group February 2013 Approval of Initial Work Plan March 2013 Completion of Information Gathering June-July 2013 Completion of Initial Draft 2013 November Public Comment Period January 2014 <<WE ARE HERE>> Completion of Final Draft March 2014 Greg Tananbaum, ScholarNext Consulting
  61. 61. NISO OAMI Recommendations • <free_to_read> • <license_ref> Greg Tananbaum, ScholarNext Consulting
  62. 62. <free_to_read> Tag • Indicates content can be read or viewed by any user without payment or authentication • Simple attribute of “yes” or “no” • Optional start and end dates to accommodate embargoes, special offers, etc. For example, the following records indicate that the content is under an one-year embargo from its date of publication on February 3, 2014. At the expiration of the embargo, it becomes freely available to all readers: <free_to_read="no" start_date="2014-02-3” end_date=”2015-02-03"/> <free_to_read="yes" start_date="2015-02-3”/> Greg Tananbaum, ScholarNext Consulting
  63. 63. <license_ref> Tag • Content of this tag would include a stable identifier expressed as an HTTP URI • URI would point to license terms that are human and/or machine readable • Multiple URIs can be listed if article exists under specific license for certain period of time and then changes <license_ref start_date="2014-0203">http://www.psychoceramics.org/license_v1.html</license_ref> <license_ref start_date="2015-0203">http://www.psychoceramics.org/open_license.html</license_ref> The <license_ref> approach will enable community norms to develop around recognized licenses. This could be done by an organization, or a group of organizations, establishing a whitelist of recognized licenses. This gives flexibility for “openness” to be defined differently for different communities. Greg Tananbaum, ScholarNext Consulting
  64. 64. Benefits of Successful Implementation Growth of OA + More Funder Mandates + Hybrids = Lots of OA papers with different associated rights and responsibilities = Confusion WRT who can do what when + OA Metadata Indicator = Transmittal of an article’s openness in a manner that makes discovery, tracking, readership, and (hopefully) reuse straightforward Greg Tananbaum, ScholarNext Consulting
  65. 65. Thank You Greg Tananbaum www.scholarnext.com greg@scholarnext.com Greg Tananbaum, ScholarNext Consulting
  66. 66. NISO Two-Part Webinar, Part 1: The Infrastructure of Open Access: Knowing What is Open Questions? All questions will be posted with presenter answers on the NISO website following the webinar: http://www.niso.org/news/events/2014/webinars/what_is_open/ NISO Webinar • March 5, 2014
  67. 67. THANK YOU Thank you for joining us today. Please take a moment to fill out the brief online survey. We look forward to hearing from you!
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