1A White Paper by Taylor & Francis:Facilitating Access toFree Online Resources:Challenges and OpportunitiesFor the Library...
2Agenda• Research Method & Objectives• Key Themes Discovered• Research Results• Summary and Conclusions
3Explosion of the Digital World
4Research Rationale• Explore issues relating to discoverability of freecontent• Identify the challenges librarians face in...
5Research Methodology• Questionnaire distributed at Charleston in 2012• US focus group held at ALA Midwinter Conference201...
6Research Objectives• Define the types of non-purchased content• Understand how librarians help users to recognizequality ...
7Key Themes• The growth and value of free content• Resource challenges for librarians• Identification and selection of con...
8The Growth and Value ofFree Content“At some point thevolume and importanceof free online content willbe greater thansubsc...
9• 19,500 articles published in 2000• 191,850 articles published by 2009• 3,340 repositories today• Podcasts, videos, pres...
10Determining the Importance of DifferentTypes of Content53%54%33%38%20%12%10%7%39%36%50%41%53%47%18%21%6%7%14%14%16%28%33...
11“How much effort should we expendon stuff we don’t own? Can we rely onit?”Resource Challenges for Librarians
12How much cataloguing time is taken upwith facilitating discovery of free e-resourcesas opposed to paid-for resources?34%...
13Identification and Selection of Content“If we catalogue a freely available journal and it doesn’twork, then we’re held a...
1447%37%34%36%15%11%9%11%9%10%16%19%21%18%14%13%13%9%11%7%14%14%15%16%17%15%15%15%14%13%10%8%11%11%14%20%12%14%18%16%5%7%7...
1543%27%30%27%24%15%20%13%19%24%22%16%19%19%22%16%19%10%16%19%15%23%18%19%13%21%18%6%12%8%13%12%14%13%12%12%5%5%7%6%7%8%10...
16The Role of the Library“Our main challenge is humanresources for selection decisions”
1713% 62%14%12%7%6%24%71%52%46%64%13%34%46%28%0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%LibrariansFaculty membersService ...
1852%45%23%0%10%20%30%40%50%60%70%Collaborate with teaching / researchstaff to provide information scienceserviceOffer tra...
1963%53%48%42%8%0%10%20%30%40%50%60%70%Link to free contentfrom your libraryswebsitePromote use of Googleor Google Scholar...
20Information Literacy‘Google has made searching easy but discernment difficult’
21Libraries are considered to be “hard to use” and “inconvenient” when comparedto search engines such as Google. (ACRL Res...
22Managing User Needs and Expectations88%83%74%71%61%52%49%49%48%44%40%38%38%7%13%12%12%26%35%32%18%42%35%32%35%13%5%3%14%...
23The Role of Publishers
24The Role of Publishers - What can publishers can do to help youimprove discoverability and usefulness of free online con...
25 Split views on the role that publishers should take inhelping solve some problems raised by discoverability. Collabor...
26Conclusion:Free Online Resourceso Add value to the research process and are likely to become asimportant as paid-for con...
27 Staff time, growing volume of material, unknown permanence, anddifficulties relating to quality-assessment; Lack of m...
28 More investment in surfacing free online content; Promote librarians as facilitators of discoverability Develop meth...
29 Inclusion of high-quality free publications in key indexing resources; Library discoverability systems need to become...
30 Open Access metadata standards Ensure permanence of access and reliable archiving Support funder mandates such as RC...
31Taylor & FrancisCurrent situation and short term developments A commitment to supporting Open Access Link resolver dat...
32Taylor & FrancisLonger term projects & considerations Kbart Phase 2 A review of our role with regard to supplementary ...
33Useful linksSURVEY link:http://www.tandf.co.uk/libsite/pdf/TF-whitepaper-free-resources.pdfFind out about key updates re...
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Facilitating access to free online resources challenges and opportunities for the library community

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Taylor & Francis would like to present on the challenges librarians face in helping their users to understand and realize the value of the increasing quantity of content that is freely available to read, including open access journals, repositories, blogs and wikis. On helping users to navigate this content, librarians often have no ‘ownership’ in the traditional sense of library acquisition and often no usage statistics by which to gauge relevance. The basis of this presentation would be a white paper, currently in progress, that investigates the issues and challenges that libraries have in realizing the value of the content that they do not purchase. The hypothesis of the research is that users are increasingly overwhelmed with content and find it difficult to navigate effectively through what is available and then apply it in their research, studies or teaching. We want to start a debate on next generation publishing activities to start solving some problems by, for example, providing content in more navigable, flexible, digestible formats. As a publisher, we want to provide help and support for librarians in the challenges that they face navigating non-purchased content.

Elyse Profera
Associate Library Marketing Manager, Taylor & Francis Group
Elyse joined Taylor & Francis Group as Associate Library Marketing Manager in July 2012. She is currently responsible for managing all library marketing activities for North and South America. Prior to this, Elyse worked for Synygy, Inc., the largest provider of sales performance management software and services, as its Marketing Manager, Vertical Markets, and Swets, a leading information services company, as its Marketing Communications Manager. Elyse received her MA in Public Relations from Rowan University, and BA from Saint Joseph’s University. She has been published in Serials Review and Information Today.

Meg Walker

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Facilitating access to free online resources challenges and opportunities for the library community

  1. 1. 1A White Paper by Taylor & Francis:Facilitating Access toFree Online Resources:Challenges and OpportunitiesFor the Library Community
  2. 2. 2Agenda• Research Method & Objectives• Key Themes Discovered• Research Results• Summary and Conclusions
  3. 3. 3Explosion of the Digital World
  4. 4. 4Research Rationale• Explore issues relating to discoverability of freecontent• Identify the challenges librarians face infacilitating access to free online resources• Help librarians in their quest for facilitatingdiscovery
  5. 5. 5Research Methodology• Questionnaire distributed at Charleston in 2012• US focus group held at ALA Midwinter Conference2013• Focus group held in London• Tele-depth interviews• Online Survey• Desk research
  6. 6. 6Research Objectives• Define the types of non-purchased content• Understand how librarians help users to recognizequality and relevance in non-purchased resources• Identify any perceived problems with using non-purchased content• Demonstrate how librarians demonstrate the valueof non-purchased resources• Explore next generation publishing
  7. 7. 7Key Themes• The growth and value of free content• Resource challenges for librarians• Identification and selection of content• The role of the library• Information literacy• User needs and expectations• The role of publishersOur research explored these key themes:
  8. 8. 8The Growth and Value ofFree Content“At some point thevolume and importanceof free online content willbe greater thansubscription content.”
  9. 9. 9• 19,500 articles published in 2000• 191,850 articles published by 2009• 3,340 repositories today• Podcasts, videos, presentationsThe Growth and Value ofFree Content
  10. 10. 10Determining the Importance of DifferentTypes of Content53%54%33%38%20%12%10%7%39%36%50%41%53%47%18%21%6%7%14%14%16%28%33%38%6%9%12%26%26%12%8%0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%Free online content adds value to the research processLibrarians are ideally placed to become specialists inassessing the value of free resourcesIt would benefit institutions to invest more resourcesin surfacing free online contentFree online content is likely to become at least asimportant to our users as paid - for content in thefutureUsers appreciate the work of the library in selectingand buying quality paid - for resourcesUser - generated content (e.g. discussion forums andsocial media) will become more important for allsubject areas in scholarly communicationPaid - for content is of greatest value to the researchprocessAcademic authors prefer their work to be protected bylicences, rather than freely availableStrongly agree Agree Neutral Disagree Strongly disagree
  11. 11. 11“How much effort should we expendon stuff we don’t own? Can we rely onit?”Resource Challenges for Librarians
  12. 12. 12How much cataloguing time is taken upwith facilitating discovery of free e-resourcesas opposed to paid-for resources?34%50%12%3%1%1%0% 10% 20% 30% 40% 50% 60%None10% or less11 - 30%31-50%51-80%Over 80%
  13. 13. 13Identification and Selection of Content“If we catalogue a freely available journal and it doesn’twork, then we’re held accountable for it.”
  14. 14. 1447%37%34%36%15%11%9%11%9%10%16%19%21%18%14%13%13%9%11%7%14%14%15%16%17%15%15%15%14%13%10%8%11%11%14%20%12%14%18%16%5%7%7%6%11%11%14%14%11%15%3%8%5%7%12%12%14%16%14%15%7%6%7%7%8%8%6%5%6%7%8%9%4%3%5%4%4%4%3%4%6%4%3%4%0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%OA books / monographsInstitutional repositoriesSubject repositoriesOpen dataMobile appsPodcasts and videosOther social mediaBlogsForums and discussion groupsWikis10 9 8 7 6 5 4 3 2 1Which of the following types of Open Accessjournals and other types of free online contentare most useful?
  15. 15. 1543%27%30%27%24%15%20%13%19%24%22%16%19%19%22%16%19%10%16%19%15%23%18%19%13%21%18%6%12%8%13%12%14%13%12%12%5%5%7%6%7%8%10%9%9%3%5%9%7%8%10%14%11%13%4%5%4%5%5%4%4%3%4%5%5%7%0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%Relevance to your course / researchprogrammeReputation of list / index (e.g. DOAJ)Faculty requestsReputation of publisherExpected permanence of contentReputation of authorFree of any re - use restrictionsRelevance to current affairsStudent requests10 9 8 7 6 5 4 3 2 1What has the most influence on motivating you tomake free e-content discoverable?
  16. 16. 16The Role of the Library“Our main challenge is humanresources for selection decisions”
  17. 17. 1713% 62%14%12%7%6%24%71%52%46%64%13%34%46%28%0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%LibrariansFaculty membersService / Technology ProvidersPublishersUsersAll Majority Some NoneHow much responsibility does each of thefollowing have for facilitating discovery of freee-content in your institution?
  18. 18. 1852%45%23%0%10%20%30%40%50%60%70%Collaborate with teaching / researchstaff to provide information scienceserviceOffer training courses Provide guidance via posters /leafletsInformation Literacy - How do librarians help researchers to recognizethe quality and relevance of free online resources at their library?
  19. 19. 1963%53%48%42%8%0%10%20%30%40%50%60%70%Link to free contentfrom your libraryswebsitePromote use of Googleor Google ScholarIndex free content inyour librarys catalogueIncorporate freecontent in federated /discovery search toolsCreate social mediaarchivesHow do you currently make free online contentvisible to users?
  20. 20. 20Information Literacy‘Google has made searching easy but discernment difficult’
  21. 21. 21Libraries are considered to be “hard to use” and “inconvenient” when comparedto search engines such as Google. (ACRL Research and Planning Committee:“2012 Top Trends in Academic Libraries”, June 2012)How are librarians planning to improve their discoverability services to supportusers when discovering free content?Managing User Needs and Expectations
  22. 22. 22Managing User Needs and Expectations88%83%74%71%61%52%49%49%48%44%40%38%38%7%13%12%12%26%35%32%18%42%35%32%35%13%5%3%14%17%13%13%19%33%9%22%28%27%49%0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%Off - campus accessPromotion of library services and trainingUse of social media by library staffOnline support for usersUsage data analysisMore training for usersMobile servicesInter or Intra library repositoryImproved user interface for library websiteResearch into user needs / requirementsUser experience research to guide service…Improved cataloguing systemsPeripheral services e.g. cafeImplemented Planned No plans for implementation
  23. 23. 23The Role of Publishers
  24. 24. 24The Role of Publishers - What can publishers can do to help youimprove discoverability and usefulness of free online content?28%27%23%22%18%11%15%16%16%14%14%12%14%14%11%18%17%16%4%7%9%6%9%12%6%5%7%10%6%5%6%8%10% 7%6%4%5%4%7%6%8%6%8%5%17%16%14%16%11%9%0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%Improve integration with link resolversEnsure free content is adequately archivedProvide a website that easily identifies freecontentImprove metadata relating to access andlicencingEnsure free content is easy to referenceProvide better guidelines / communication10 9 8 7 6 5 4 3 2 1
  25. 25. 25 Split views on the role that publishers should take inhelping solve some problems raised by discoverability. Collaboration Quality filter of publishersThe Role of Publishers
  26. 26. 26Conclusion:Free Online Resourceso Add value to the research process and are likely to become asimportant as paid-for content in the futureo There is value in a range of free online resources, ranging from thetraditional (e.g. Open Access journals) through to user-generatedcontent such as blogs, podcasts, videos and wikiso Influencing factors included: relevance (curriculum, program),reputation (publisher, the list or index)
  27. 27. 27 Staff time, growing volume of material, unknown permanence, anddifficulties relating to quality-assessment; Lack of metadata Efficiency - Helping users to minimise time spent searching and moretime finding Linking from library websites to selected free resources means thereis no measurements to gauge relevance How does a library discoverability service compete with GoogleChallenges for librarians
  28. 28. 28 More investment in surfacing free online content; Promote librarians as facilitators of discoverability Develop methodologies and systems for evaluation purposes Further personalisation of the library serviceRecommendations for Librarians
  29. 29. 29 Inclusion of high-quality free publications in key indexing resources; Library discoverability systems need to become faster and easier touse More collaboration for development of standardised bibliographicmetadata Develop trusted repositories of links and contentRecommendations for Intermediaries(Aggregators and Technology Partners)
  30. 30. 30 Open Access metadata standards Ensure permanence of access and reliable archiving Support funder mandates such as RCUK to ensure that publiclyfunded research is freely available Improve integration on link resolvers Provide usage statistics for free content Support initiatives such as NISORecommendations for Publishers
  31. 31. 31Taylor & FrancisCurrent situation and short term developments A commitment to supporting Open Access Link resolver data improvements Working with the industry to roll out new standards CrossRef CrossMark FundRef Orcid Developing our platform and services Our platform Free vodcasts and podcasts Blogs & discussion for a Social media
  32. 32. 32Taylor & FrancisLonger term projects & considerations Kbart Phase 2 A review of our role with regard to supplementary and related data Alt-metrics “Kudos” pilot project Repository feeds
  33. 33. 33Useful linksSURVEY link:http://www.tandf.co.uk/libsite/pdf/TF-whitepaper-free-resources.pdfFind out about key updates relating to theWhite Paper on Twitter @LibraryLantern

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