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The author’s workflow and the role of Open Access Paola Gargiulo [email_address] 10° Fiesole Collection Retreat Badia Fies...
Summary <ul><li>OA: what’s going on </li></ul><ul><li>OA Challanges </li></ul><ul><li>Author’s perspective  </li></ul><ul>...
OA: what’s going on <ul><li>Mandatory policy: constant growth of institutions and funding agencies implementing it </li></...
OA: what’s going on (2) <ul><li>Eu Rectors Initiatives to support OA Scholarship  (EurOpenScholar) </li></ul><ul><li>Infra...
OA: critical issues – Institutional repositories <ul><li>Content recruitment </li></ul><ul><li>Authors awareness and suppo...
OA: critical issues – OA journals <ul><li>Move from Toll Access to OA journals </li></ul><ul><li>Economic sustainability o...
Studies and surveys on OA: what is missing <ul><li>Several articles and surveys report authors’ perceptions, attitudes to ...
Author’s general attitudes on institutional repositories <ul><li>Depositing is cumbersome (submission workflow) </li></ul>...
Basic requests from authors <ul><li>Make deposit mechanism easier, as automatic as possible </li></ul><ul><ul><li>Batch in...
Basic requests from authors (2) <ul><li>Export functionalities: bibliographies or other output for research or administrat...
Making deposit easier and more efficient: a lightweight protocol <ul><li>SWORD :  S imple  W eb-services  O ffering  Repos...
SWORD: what it does <ul><li>It supports workflows for deposit in different ways which can be user triggered or machine tri...
NTU –IR Metadata Importing tool <ul><li>Nanyang Technological University Institutional Repository –  Metadata Import Tool ...
NTU –IR Metadata Importing tool (2) <ul><li>Extract metadata from staff webpage </li></ul><ul><li>The Url object establish...
NTU –IR Metadata Importing tool (3) <ul><li>Extraction from excel to DSpace Archive format </li></ul><ul><ul><li>Main arch...
SURplus: integrated system for evaluation <ul><li>Sur+ is an integrated system for research management that aims to contro...
SURplus OA: Open Archive Module <ul><li>The Open Archive module is a repository (DSpace) that collects, describes and inde...
SURplus OA: workflow  (1) <ul><li>Authors connect through SUR+ authentication system </li></ul><ul><li>Authors’ data (name...
SURplus OA: workflow (2) <ul><li>Submission according to material type (customised templates follow metadata requirements ...
Conclusions <ul><li>More holistic view is required  </li></ul><ul><ul><li>(IR  cannot be separated from  authors researchi...
Conclusions <ul><li>More progress is required in document format, authors are still working with traditional formats ( Wor...
Web- bibliography <ul><li>EUA   Recommendations   on OA   -   EUA represents about 800 universities in 46 European countri...
Web- bibliography - Portals <ul><li>DART-  Europe E-theses Portal (DEEP)-  http://www. dart-europe .eu/ </li></ul><ul><li>...
<ul><li>Thank you ! </li></ul>
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Author's workflow and the role of open access

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This is a presentation made at 10th Fiesole Collection Development Retreat Series. The goal of the presentation is to describe some tools and solutions to make self-archiving easier for authors.

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Transcript of "Author's workflow and the role of open access"

  1. 1. The author’s workflow and the role of Open Access Paola Gargiulo [email_address] 10° Fiesole Collection Retreat Badia Fiesolana, March 27-29 2008 “ Scholarly Communication in the Network: Collecting and Collaborating Where our Users are”
  2. 2. Summary <ul><li>OA: what’s going on </li></ul><ul><li>OA Challanges </li></ul><ul><li>Author’s perspective </li></ul><ul><li>Tools and services to support author’s deposit, evaluation/assessment activities </li></ul><ul><li>Some examples </li></ul><ul><li>Conclusions </li></ul>
  3. 3. OA: what’s going on <ul><li>Mandatory policy: constant growth of institutions and funding agencies implementing it </li></ul><ul><li>EC bodies taking stand on OA issues </li></ul><ul><ul><li>ERC - European Research Council statement(2006); </li></ul></ul><ul><ul><li>ERC Guidelines (2007) </li></ul></ul><ul><li>Professional and institutional associations are taking action </li></ul><ul><ul><li>EUA- European University Association Council – Recommendations on Open Access (January 2008) </li></ul></ul><ul><ul><ul><li>Call for requirement to deposit in institutional archives </li></ul></ul></ul><ul><ul><ul><li>Call for exploring how university resources can be found for author fees if “author pays model” of OA publishing prevails in the future in some scientific fields </li></ul></ul></ul>
  4. 4. OA: what’s going on (2) <ul><li>Eu Rectors Initiatives to support OA Scholarship (EurOpenScholar) </li></ul><ul><li>Infrastructure and services at national and crossnational level </li></ul><ul><ul><li>JISC Initiatives, SURF/Darenet, DFG, Nordic Countries, </li></ul></ul><ul><ul><li>DriverI, DriverII </li></ul></ul><ul><ul><li>OApen Initiative (Oa publishing in Humanities and Social Sciences) </li></ul></ul><ul><li>Copyright : license to publish, Author’s Addenda, SPARC and DOAJ licence standard; FAS – Harvad Action </li></ul><ul><li>Increase of support material and tools: guides, tutorials, wiki, websites, blogs, fora </li></ul><ul><li>Increasing number of institutional repositorie and OA journals and of hybrid journals </li></ul>
  5. 5. OA: critical issues – Institutional repositories <ul><li>Content recruitment </li></ul><ul><li>Authors awareness and support </li></ul><ul><li>Quality control (vetting activities, metadata, etc) </li></ul><ul><li>Copyright issue (adoption of author addendum, license to publish, etc) </li></ul><ul><li>Long term preservation </li></ul>
  6. 6. OA: critical issues – OA journals <ul><li>Move from Toll Access to OA journals </li></ul><ul><li>Economic sustainability of OA publishing </li></ul><ul><li>Different business models </li></ul><ul><li>Role of libraries in supporting OA publishing </li></ul>
  7. 7. Studies and surveys on OA: what is missing <ul><li>Several articles and surveys report authors’ perceptions, attitudes to self-archiving, OA, etc </li></ul><ul><li>Surveys conducted on institutional repositories implementations, testing, planning </li></ul><ul><li>Studies/surveys on librarians perceptions, on publishers, professional society attitude on OA </li></ul><ul><li>Fewer studies on what users really need, want in the OA context </li></ul><ul><li>Even less research has been carried out on authors’ needs on tools, services, add-on to help researchers in their work </li></ul>
  8. 8. Author’s general attitudes on institutional repositories <ul><li>Depositing is cumbersome (submission workflow) </li></ul><ul><li>Resistance to change work habits </li></ul><ul><li>Fear of duplicating work </li></ul><ul><li>Lack of time </li></ul><ul><li>Can someonelse do it for me? </li></ul><ul><li>What other benefits can I get beside wider and faster dissemination, increased visibility, more research impact? </li></ul>
  9. 9. Basic requests from authors <ul><li>Make deposit mechanism easier, as automatic as possible </li></ul><ul><ul><li>Batch ingestion of metadata from personal web pages, academic portals, from personal bibliographic databases </li></ul></ul><ul><ul><li>Easy desk-top application to deposit </li></ul></ul><ul><ul><li>Integration with National Authority lists </li></ul></ul><ul><ul><li>Integration with publishers’ copyright policy </li></ul></ul><ul><li>Integrating IR with local or national Research Information System </li></ul><ul><li>IR as an updated bibliography, a documents server, a publishing tool </li></ul>
  10. 10. Basic requests from authors (2) <ul><li>Export functionalities: bibliographies or other output for research or administrative purposes </li></ul><ul><li>Notification services (e-mail alerts, RSS etc) and Web 2.0 functionalities </li></ul><ul><li>Usage statistics, citations analysis </li></ul><ul><li>More interoperability </li></ul><ul><li>Better discovery and searching tools (semantic web, text mining, data mining) </li></ul>
  11. 11. Making deposit easier and more efficient: a lightweight protocol <ul><li>SWORD : S imple W eb-services O ffering Repository Deposit </li></ul><ul><li> project funded by JISC Repositories and Preservation Programme (2007) </li></ul><ul><li>Goal: to develop and test a standard mechanism for depositing into repositories and other systems </li></ul><ul><li>Project carried out by Repositories Research Team a collaboration between UKOLN and CETIS </li></ul><ul><li>SWORD has been implemented with Arxiv, with ICE (Integrated Content Environment), ROAD (Robot Generated Open Access Data) </li></ul><ul><li>Interoperable with main IR softwares </li></ul>
  12. 12. SWORD: what it does <ul><li>It supports workflows for deposit in different ways which can be user triggered or machine triggered: </li></ul><ul><ul><li>A . Author to multiple repositories via intermediate client </li></ul></ul><ul><ul><li>B. Author to 1 or more repositories, </li></ul></ul><ul><ul><li>C. Deposit of experimental data output from lab machine is started as save as function </li></ul></ul><ul><ul><li>D . Repository to additional repositories </li></ul></ul><ul><li>A . Author/user deposits via an easy-deposit desktop application into the institutional repository’s mediated deposit queue </li></ul><ul><li>Librarian completes the deposit through repositories </li></ul><ul><li>Librarian invokes deposit of a surrogate into a discipline based archive </li></ul><ul><li>researchers in their communication workflow </li></ul><ul><li>Source: J. Allison, S. Francois, S. Lewis. SWORD: Simple Web Service Offering Repository Deposit, “Ariadne” January 2008 </li></ul><ul><li>http://www. ariadne . ac . uk/issue54/allinson-et-al/ </li></ul>
  13. 13. NTU –IR Metadata Importing tool <ul><li>Nanyang Technological University Institutional Repository – Metadata Import Tool </li></ul><ul><li>Extraction metadata and digital resources from academic information portals </li></ul><ul><li>Ingestion into IR </li></ul><ul><li>Semi-automatic ingestion </li></ul><ul><li>Batch ingestion into IR </li></ul><ul><li>Source :Jayan Chirayath Kurian, Dion Hoe-Lian Goh, Blooma Mohan John, Joy Lynn Wheeler. A Framework for Ingesting Metadata Descriptors from Information Portals into Institutional Repositories. Nanyang Technological University, Singapore. Presented at DSUG Meeting October 17- 19 2007, Rome http://www. aepic . it/conf/viewabstract . php ?id=202&cf=11 </li></ul>
  14. 14. NTU –IR Metadata Importing tool (2) <ul><li>Extract metadata from staff webpage </li></ul><ul><li>The Url object establish a connection to the staff webpage </li></ul><ul><li>Specify sections to extract </li></ul><ul><li>Extract metadata (author, date of publication, Title of publication, url of digital resource) to an excel file using Java </li></ul><ul><li>Source :Jayan Chirayath Kurian, Dion Hoe-Lian Goh, Blooma Mohan John, Joy Lynn Wheeler. A Framework for Ingesting Metadata Descriptors from Information Portals into Institutional Repositories . Nanyang Technological University, Singapore. Presented at DSUG Meeting October 17- 19 2007, Rome http://www. aepic . it/conf/viewabstract . php ?id=202&cf=11 </li></ul>
  15. 15. NTU –IR Metadata Importing tool (3) <ul><li>Extraction from excel to DSpace Archive format </li></ul><ul><ul><li>Main archive folder name is specified at run time </li></ul></ul><ul><ul><li>A connection is made to the Metadata Excel Sheet </li></ul></ul><ul><ul><li>Archive folders and files are automatically generated from the Excel Sheet for each publication </li></ul></ul><ul><ul><li>Dublin core file </li></ul></ul><ul><ul><li>Content file </li></ul></ul><ul><ul><li>Actual item retrieved from a web page </li></ul></ul><ul><li>NTU -IR Import tool generates Archive Folders and files </li></ul><ul><li>Importing metadata and Content in NTU –IR </li></ul><ul><li>Future developments: extraction from generalized citation styles, move to a full automated extraction method </li></ul><ul><li>Source :Jayan Chirayath Kurian, Dion Hoe-Lian Goh, Blooma Mohan John, Joy Lynn Wheeler. http://www. aepic . it/conf/viewabstract . php ?id=202&cf=11 </li></ul>
  16. 16. SURplus: integrated system for evaluation <ul><li>Sur+ is an integrated system for research management that aims to control processes and data related to research activities and their outputs in the academic environment developed by CILEA, Italy </li></ul><ul><li>Sur+ enhances the internal and external visibility of research activities and provides real-time monitoring and reporting tools </li></ul><ul><li>Sur+ is formed from several interoperable application modules that can be adopted separately. </li></ul><ul><li>Source: Susanna Mornati, Andrea Bollini.New opportunities for institutional repositories: the evaluation challenge. A case study. DSUG Meeting, Rome October 17-19 2007 http://www. aepic . it/conf/viewabstract . php ?id=214&cf=11 </li></ul>
  17. 17. SURplus OA: Open Archive Module <ul><li>The Open Archive module is a repository (DSpace) that collects, describes and indexes, and distributes the intellectual output of all institutional research activities </li></ul><ul><li>Data are imported from bibliographic sources (e.g WOS, PubMed,…for initial metadata population) </li></ul><ul><li>Data are exported via OAI-PMH and web services to the web and to other external targets such as any CRIS (current Information Systems) </li></ul><ul><li>Data are transferred to or used by other Sur+ modules for further elaboration </li></ul><ul><li>Source: Susanna Mornati, Andrea Bollini.New opportunities for institutional repositories: the evaluation challenge. A case study. DSUG Meeting, Rome October 17-19 2007 http://www. aepic . it/conf/viewabstract . php ?id=214&cf=11 </li></ul>
  18. 18. SURplus OA: workflow (1) <ul><li>Authors connect through SUR+ authentication system </li></ul><ul><li>Authors’ data (names, affiliations, IDs) are automatically extracted from SUR+staff entities modules </li></ul><ul><li>Customized workflow to organize submission and review according to the university departments </li></ul><ul><li>Only institutional authors appear in the browse list (authority file), all authors are searchable in the word indexes </li></ul><ul><li>Source: Susanna Mornati, Andrea Bollini.New opportunities for institutional repositories: the evaluation challenge. A case study. DSUG Meeting, Rome October 17-19 2007 http://www. aepic . it/conf/viewabstract . php ?id=214&cf=11 </li></ul>
  19. 19. SURplus OA: workflow (2) <ul><li>Submission according to material type (customised templates follow metadata requirements for the Italian RAE) </li></ul><ul><li>Controlled list of journals ISSNs (for each exact matching with yearly IF to be used in other modules) </li></ul><ul><li>Automatic building of citations from metadata </li></ul><ul><li>Source: Susanna Mornati, Andrea Bollini.New opportunities for institutional repositories: the evaluation challenge. A case study. DSUG Meeting, Rome October 17-19 2007 http://www. aepic . it/conf/viewabstract . php ?id=214&cf=11 </li></ul>
  20. 20. Conclusions <ul><li>More holistic view is required </li></ul><ul><ul><li>(IR cannot be separated from authors researching/communicating/publishing habits, from authors and institutions web publishing, from institutional assessment and evaluation activities,etc) </li></ul></ul><ul><li>Authors/Researchers needs should be better addressed, enhanced web services and authoring tools should be implemented </li></ul><ul><li>More integration and interoperability </li></ul><ul><ul><li>Aggregation of different type digital content with datasets, reference codes of objects, experimental sources </li></ul></ul>
  21. 21. Conclusions <ul><li>More progress is required in document format, authors are still working with traditional formats ( Word, TeX, html, PDF) </li></ul><ul><li>Newer document formats (Microsoft’s Open Office XML or the OASIS OpenDocument) are needed </li></ul><ul><ul><ul><li>to extract semantic information, to enable semantic analysis to allow automated interlinking to external sources, machine to maching linking of items, at sub-item level </li></ul></ul></ul>
  22. 22. Web- bibliography <ul><li>EUA Recommendations on OA - EUA represents about 800 universities in 46 European countries </li></ul><ul><li>ERC- European Research Council - Scientific Council Guidelines on Open Acces s </li></ul><ul><li>http: //erc . europa . eu/pdf/ScC_Guidelines_Open_Access_revised_Dec07_FINAL .pdf </li></ul><ul><li>Driver - Digital Repository Infrastructure for European Research </li></ul><ul><li>http://www. driver-repository .eu/ </li></ul><ul><li>EurOpenScholar - http: //recteur . blogs . ulg . ac . be/ ?p=151 </li></ul><ul><li>OAPEN - Open Access Publishing in European NetWork </li></ul><ul><li>http://www. oapen .com/ </li></ul><ul><li>SPARC - Author Copyright Addendum </li></ul><ul><li>http://www. arl . org/sparc/author/addendum .html </li></ul><ul><li>JISC_SURF-License to Publish - http: //copyrighttoolbox .surf. nl/copyrighttoolbox/authors/licence/ </li></ul><ul><li>Paul Ginsparg. Next Generations Implications for Open Access, CTWatch Quarterly, August 2007 </li></ul><ul><li>http://www. ctwatch . org/quarterly/print . php ?p=80 </li></ul><ul><li>Key Perspectives- Open Access Reports </li></ul><ul><li>http://www. keyperspectives . co . uk/openaccessarchive/reports . html </li></ul>
  23. 23. Web- bibliography - Portals <ul><li>DART- Europe E-theses Portal (DEEP)- http://www. dart-europe .eu/ </li></ul><ul><li>Netherlands - Darenet http://www. darenet . nl/en/page/language . view/search .page </li></ul><ul><ul><li>Italy - PLEIADI- http://www. openarchives . it/pleiadi/index . php ?sel_lang=english&sel_lang=english </li></ul></ul>
  24. 24. <ul><li>Thank you ! </li></ul>
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