This demo shows that the majority of Open Access (OA) articles published in hybrid journals cannot be recognized as OA beyond the publishers’ websites, or by the discovery services used by researchers to access full-text articles. We explain the causes behind the problem and discuss two of the proposed solutions: using the new NISO RP-22-2015 metadata elements and the JEMO proposal of using elements from namespaces and XML schemas already being used by publishers. We will argue that the success of a solution is, in the long run, dependent upon the cooperation of each component of the supply and delivery chain for e-journals. The contribution presents a number of case studies which show that research published as OA ends up erroneously being labelled as non-OA on the electronic services used by the end-user, when one of the components of this chain fails to include OA information in its metadata. Furthermore, the case studies demonstrate that publishers of hybrid journals should not be the only ones being answerable for the problem. In fact, during the study, some publishers were actually not allowed to enable OA identification, at the article level, by key components of the supply chain. In those case studies, we worked with a sample of publishers that implemented the JEMO solution. From those experiences we draw answers to the main question of this presentation: which solution should be used to enable OA discovery from hybrid journals? What becomes apparent is that publishers are prepared and willing to implement any of the available solutions in their publishing workflow. The presentation proposes that the simplest option is the best solution to provide standardized means to identify OA at the article level.

1. SANTIAGO CHUMBE
WE SHOULD NOT LIGHT
AN OPEN ACCESS LAMP AND THEN
HIDE IT UNDER A BUSHEL!
ElPub 2015 - September 1-3, 2015, Malta

2. Everyone
Always
Everywhere
Open Access
OA
free

3. Gold
Open Access
Journals
Hybrid
(Open Access)
Journals

4. Everyone
Always
Everywhere
Gold
Open Access
Journals

6. 2008 -> Scholarly Exchange

7. The OA articles published by
Biomedical Digital Libraries with
Scholarly Exchange were lost
BiomedicalDigitalLibraries

8. 9,854 Gold OA journals
1,717 have not published any new issues in 2015
457 removed because ceased publication

9. ERAC (European Research Area Committee) on National
Open Access and Preservation Policies Report
Oct - 2011
"issues around long-term digital
preservation are seriously in
need of further consideration"

13. Everyone
Always
Everywhere
Hybrid
(Open Access)
Journals

15. Publicationdate
delay period
expiry date
Full-text OA
OA with delay / expire date is not OA

16. Publicationdate
OA forever
delay period
expiry date
Full-text OA
APC
paid by the author
+ =

17. Publicationdate
delay period
expiry date
Full-text OA
OA articles of hybrid journals
are not always free

18. everywhere ?
Are OA articles
published in
hybrid journals
discoverable

19. Publisher
e-Publishing hosting
platform
A&I Databases
Aggregators
Discovery Services
Knowledge-bases
e-journal supply chain
is OA discoverable
Everywhere NO?

20. Acta Crystallographica Section A
Hybrid Journal

21. Publisher

22. Discovery Services

23. Discovery Services

28. OA articles and Hybrid journals
Publisher
e-Publishing hosting
platform
A&I Databases
Aggregators
Discovery Services
Knowledge-bases
(OpenURL link resolvers)
?e-journal supply chain
is OA discoverable
Everywhere NO

29. Why OA hybrid is not discoverable from everywhere?
They identify OA at the journal level

30. Why OA hybrid is not discoverable from everywhere?
They identify OA at the journal level
It contains 2
Open Access articles

31. Is discovery of OA from hybrid important?
Hybrid
Only Subscription
Gold OA
(source: JournalTOCs Index, as Dec. 2014)

32. OA identification should be done
at the article level

33. 1. Cooperation
2. Common & standard metadata elements
To enable OA identification at the article level

34. Common & standard metadata elements
 Ownership of, or copyrights held in and over, an article
 License, indicating associated restrictions
To enable OA identification at the article level

35. Between publishers and Hosting platforms
Common & standard metadata elements
Atypon (4,000 journals)
ScienceDirect (3,000)
SpringerLink (2,000)
HighWire (2,000)
Journal Article Tag Suite (JATS) DTD
JATS provides Copyright & License metadata elements

36. Journal Article Tag Suite (JATS) DTD
http://jats4r.org/

37. Common & standard metadata elements
In the e-Journal Supply Chain
?
Link Resolver
?
JATS

38. Common & standard metadata elements
In the e-Journal Supply Chain
1. NISO RP-22-2015 recommendation (final draft: Jan 2014)
Element Purpose Optional Attributes Namespace
free-to-read
To define whether the article
is accessible, without charge
or other restriction to read
online.
start_date
end_date
ali 1.0
license-ref
To provide a reference to the
license terms specifying how
the article may be used.
start_date ali 1.0

39. Common & standard metadata elements
In the e-Journal Supply Chain
2. Dublin-Core and Creative Commons elements (DC/CC)
Element Purpose Attributes Namespace
dc:rights
States the copyrights held in
and over, an article.
cc:license
To provide a reference to the
license terms specifying how
the article may be used.
rdf:resource

40. NISO RP-22-2015
Common & standard metadata elements
In the e-Journal Supply Chain
Experiment
14 publishers  either NISO or DC/CC elements or both 
RSS metadata
20
publishers 0
CC and/or DC
In June 2014:
In June 2015:

42. • It doesn´t address the problem of OA articles in hybrid
journals
• Introduce delay and expire dates (start-date, end-date)
• Subscription as the main publishing model
• Introduce new metadata elements with no namespace
Feedback on NISO RP-22-2015 recommendation

43. • They address OA articles and hybrid journals
• CC licenses are used by all the hybrid journals
• Disposition to implement familiar elements
• They are part of mature and well supported metadata
standards.
Feedback on using DC and CC elements

44. Final Thoughts
OA discovery at the journal level
1.

45. Final Thoughts
the bad
2.
DC CC
OA free everywhere
OA discovery at the article level