Berlin 6 Open Access Conference: Wolfram Horstmann

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  • Ladies and Gentleman, It‘s a great honour and a great pleasure to be invited to this conference. This rather conference series is rather political. This conference series usually fousses on policy questions. And I am especially glad that this edition of the series is also looking at the technological aspects. Talks by Tony Hey and others indicated this. But don‘t be afraid – this is not going to be a technicians talk. I will rather focus „in a sociological sense“ on the interplay of technology and policy. … on the communication process between ICT-people, policy makers and scholars.
  • Berlin 6 Open Access Conference: Wolfram Horstmann

    1. 1. Wolfram Horstmann Open Access and Technology Poor Cousins or Paragons in Scholarship? Berlin6 13-Nov-2008
    2. 2. DRIVER <ul><li>DRIVER sets out to progress a transnational organisation for publication repositories </li></ul><ul><ul><li>Policy arm: Confederation of repositories </li></ul></ul><ul><ul><li>Technology arm: technical infrastructure </li></ul></ul>
    3. 3. OA communication ICT Scholar Policy
    4. 4. Observations in DRIVER <ul><li>Policy makers tend to see OA as end in itself </li></ul><ul><ul><li>ICT as the general problem solver </li></ul></ul><ul><ul><li>Scholars should adhere to a policy </li></ul></ul><ul><li>ICT tend to see OA as a research issue </li></ul><ul><ul><li>policy and scholarship often just trouble makers </li></ul></ul><ul><li>Scholars see OA and ICT similar </li></ul><ul><ul><li>Both are means to an end </li></ul></ul><ul><ul><li>No matter whether policy or ICT cause problems </li></ul></ul>
    5. 5. Overview <ul><li>Objective </li></ul><ul><ul><li>Bring policy and ICT closer together </li></ul></ul><ul><li>Sections of the presentation </li></ul><ul><ul><li>eScholarship </li></ul></ul><ul><ul><li>OA in eScholarship </li></ul></ul><ul><ul><li>Paragons & Poor Cousins </li></ul></ul><ul><ul><li>Summary & Conclusion </li></ul></ul>
    6. 6. eScholarship
    7. 7. Today‘s practice: a flavour <ul><li>scholarly communication is increasingly powered by networked computers </li></ul>http://www.flickr.com/photos/thomasclaveirole/454394799/
    8. 8. Internet http://www.flickr.com/photos/dannyman/323698320/
    9. 9. eMail http://www.flickr.com/photos/factoryjoe/1866330344/
    10. 10. WWW http://www.flickr.com/photos/charlton_b/13872081/
    11. 11. WWW http://www.flickr.com/photos/maxbraun/58054501/
    12. 12. Electronic Articles
    13. 13. eJournals http://www.brains-minds-media.org/
    14. 14. Search http://www.base-search.net/
    15. 15. HPC http://www.flickr.com/photos/katandjim/478771398/
    16. 16. Grid http://en.wikipedia.org/wiki/Image:VirtOrg.png http://www.adarshpatil.com/newsite/images/grid-computing.gif
    17. 17. VLE http://www.flickr.com/photos/ush/528132102/
    18. 18. Wikipedia http://www.scholarpedia.org/
    19. 19. Blogs http://scienceblogs.com/pharyngula/
    20. 20. Bookmarking http://del.icio.us/
    21. 21. Novel Publishing http://www.scivee.tv/
    22. 22. Socializing http://www.flickr.com/photos/tychay/1752934204/ http://www.flickr.com/photos/inertiacreeps/667753845/ http :// www.facebook.com/
    23. 23. Citation http://www.connotea.org/
    24. 24. Citation http://www.zotero.org/
    25. 25. Databases http://www.neuron.yale.edu/course/modeldb.html
    26. 26. Mining and eScience Fraunhofer SCAI
    27. 27. eScholarship
    28. 28. eScholarship <ul><li>Each discipline is different </li></ul><ul><li>An eclectic selection of services for everyday work – it works punctual </li></ul><ul><li>Not a polictical programme </li></ul><ul><li>Not a technical infrastructure </li></ul><ul><li>Scholars, ICT and policy have different expectations </li></ul>
    29. 29. OA in eScholarship
    30. 30. OA Vision for eScholarship from Leo Waaijers (SURF)
    31. 31. Scholarly Workbench <ul><li>Examples: Desktop services </li></ul><ul><ul><li>Save manuscript on local repository from Office Apps. </li></ul></ul><ul><ul><li>Give graded access rights to colleagues </li></ul></ul><ul><ul><li>… </li></ul></ul><ul><li>Implemented for OA </li></ul><ul><ul><li>Repository upload forms </li></ul></ul><ul><ul><li>Intranet (Active Directory…) </li></ul></ul><ul><ul><li>Specialized examples (e.g. eSciDoc, crystallography ) </li></ul></ul><ul><li>Missing for OA </li></ul><ul><ul><li>Integration in Office Environments </li></ul></ul><ul><ul><ul><li>Office Sword (?), GoogleDocs etc </li></ul></ul></ul><ul><ul><li>Int‘l rights management </li></ul></ul>
    32. 32. Quality Control Systems <ul><li>Example: Peer Review Systems </li></ul><ul><ul><li>[Commercial], PKP OJS, DiPP, … </li></ul></ul><ul><li>Implemented for OA </li></ul><ul><ul><li>BMC, PLoS, NAR, ACP, NJP … DOAJ </li></ul></ul><ul><ul><li>„ Ransoms“ (OpenChoice etc.) </li></ul></ul><ul><li>Missing for OA </li></ul><ul><ul><li>Integration of IRs </li></ul></ul><ul><ul><li>Affordable ransoms / Payment Mechanisms </li></ul></ul><ul><ul><li>Global coverage in journals </li></ul></ul>
    33. 33. (Perennial) Access <ul><li>Example </li></ul><ul><ul><li>Global publications and data a click away </li></ul></ul><ul><ul><li>Directly accessible and reusable </li></ul></ul><ul><li>Implemented for OA </li></ul><ul><ul><li>Google (includes Google Scholar) etc. </li></ul></ul><ul><ul><li>OAISTER, BASE etc. </li></ul></ul><ul><li>Missing for OA </li></ul><ul><ul><li>Globally integrated resource - DRIVER </li></ul></ul><ul><ul><li>Reliable search & retrieval - DRIVER </li></ul></ul><ul><ul><li>Reliable and sustainable business model -DRIVER </li></ul></ul>
    34. 34. Browse and Reuse <ul><li>Examples </li></ul><ul><ul><li>Thematic access in global corpus beyond search </li></ul></ul><ul><ul><li>Alerting, recommendation & mashup services </li></ul></ul><ul><ul><li>workable rights policies („search for OA“) </li></ul></ul><ul><li>Implemented for OA </li></ul><ul><ul><li>As dive-in (queries) or drill-down in search engines </li></ul></ul><ul><ul><li>CC, License to publish, DPPL, Publisher‘s policies </li></ul></ul><ul><li>Missing for OA </li></ul><ul><ul><li>Generic automatic tagging and classification </li></ul></ul><ul><ul><li>Harmonized rights </li></ul></ul><ul><ul><li>Professional advanced services – OAI-ORE (?) </li></ul></ul>
    35. 35. Citation and Usage Systems <ul><li>Function </li></ul><ul><ul><li>Evaluate your impact </li></ul></ul><ul><ul><li>(WebOfScience style) </li></ul></ul><ul><ul><li>Personal publication lists </li></ul></ul><ul><li>Implemented for OA </li></ul><ul><ul><li>CiteBase, GoogleScholar etc. </li></ul></ul><ul><li>Missing for OA </li></ul><ul><ul><li>Global coverage </li></ul></ul><ul><ul><li>WebOfScience-style usage analysis </li></ul></ul><ul><ul><li>Article level usage data (PIRUS) </li></ul></ul>
    36. 36. Main hurdles <ul><li>Problems can be boiled down to </li></ul><ul><ul><li>Global penetration </li></ul></ul><ul><ul><ul><li>Content coverage </li></ul></ul></ul><ul><ul><ul><li>Harmonized rights </li></ul></ul></ul><ul><ul><li>Technological maturity </li></ul></ul><ul><ul><ul><li>Metadata, aggregation and tagging </li></ul></ul></ul><ul><ul><ul><li>Integration in everyday work </li></ul></ul></ul><ul><ul><ul><li>Distributed service business </li></ul></ul></ul>
    37. 37. Poor Cousins & Paragons
    38. 38. ICT/OA Hype Cycle: Snapshots IR systems OA eJournals Deposit process Citation Analysis Usage Statistics Auto-Tagging exemplification penetration production Web gimmicks Primary Data
    39. 39. Policy/OA Hype Cycle: Snapshots OA concept Mandates Copyright exemplification penetration production Financing
    40. 40. OA success matrix Copyright and global IR coordination Professional added value services Poor Cousins OA concept OA eJournals IR availability Paragons Policy ICT
    41. 41. Summary and Conclusion
    42. 42. Scholar‘s summary <ul><li>OA as a concept might be known </li></ul><ul><li>Link between own behaviour and global situation unclear – categorical imperative </li></ul><ul><li>OA works as specific ICT services such as journals, punctual added value </li></ul><ul><li>OA does not work as a political programme </li></ul>
    43. 43. ICT Summary <ul><li>OA opens paths for many </li></ul><ul><li>innovative ICT services </li></ul><ul><li>really hard ICT problems for research </li></ul><ul><ul><li>Heterogeneous semantic data objects </li></ul></ul><ul><ul><li>Global identifiers </li></ul></ul><ul><ul><li>Distributed architectures </li></ul></ul><ul><li>Production status is still a bit away </li></ul><ul><li>Patience, time and money needed </li></ul>
    44. 44. Policy Summary <ul><li>OA concept has diffused in schloarly communication </li></ul><ul><li>Really hard policy problems ahead </li></ul><ul><ul><li>Global copyright clarification </li></ul></ul><ul><ul><li>Global concept of service operations </li></ul></ul><ul><ul><ul><li>3rd parties involvement? </li></ul></ul></ul><ul><li>A global political OA-Alliance is missing </li></ul>
    45. 45. Conclusions <ul><li>OA and ICT are not ends in themselves </li></ul><ul><li>For scholars both are means to an end </li></ul><ul><li>For scholars to work OA has to „think“ in atomic services -- not as a policy </li></ul><ul><li>Still, atomic services need global infrastructure </li></ul><ul><li>Dilemma </li></ul><ul><ul><li>Scholars not interested in ICT or Policy </li></ul></ul><ul><ul><li>But ICT-Policy infrastructure is needed </li></ul></ul>
    46. 46. Implications: 2 Views on OA <ul><li>„ Scholars first“ </li></ul><ul><ul><li>Focus to be set on added value services </li></ul></ul><ul><ul><li>>> 1st order OA programmes </li></ul></ul><ul><li>„ ICT first“ </li></ul><ul><ul><li>Focus to be set on global infrastructure </li></ul></ul><ul><ul><li>A joint venture of ICT and policy </li></ul></ul><ul><ul><li>>> 2nd order OA programmes </li></ul></ul>www.davidiad.com/art.php?pid=93&cid=1
    47. 47. Lesson learnt <ul><li>… when you do </li></ul><ul><li>ICT-policies </li></ul>www.davidiad.com/art.php?pid=93&cid=1 Don‘t bother the penguins

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