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Beyond the Pay Wall!
   Repositories as sources of supply



   Gareth J Johnson
   Document Supply & Repository Manager
   David Wilson Library
   University of Leicester

                                           28 June 2011

www.le.ac.uk
                    Slides: www.slideshare.net/GazJJohnson/
Overview
1. OA primer
2. Why should we use open access
   materials?
3. Searching for open access
   materials
4. Questions and comments
Open Access 101
• Ungated online access to scholarly publications
  – Not restricted by publisher paywalls
• Comes in Green & Gold flavours
  – Post-publication archiving or open publication
• A mainstream publication activity
  – Major funders and institutions require it
• Unlocks vast tracts of materials
  – Especially hard to locate grey literature
  – But not everything is available due for various reasons
Why Use OA Materials?
• Immediacy and freeness of availability will help
  satisfy patrons and management alike
  – Savings of time and money
• Ease (relative) of finding them once you know
  the tools
• Access to material you might otherwise be
  unable to source or obtain
• The question should be: Why aren’t you using
  OA materials already?
Understanding the Terminology
• Repositories – subject, institutional, education,
  data etc
• OA versions of text are normally functionally
  equivalent to published versions
• But there is often a variance in the versions
  available
• Important to be able to differentiate for
  patrons
• More critical for some (e.g. Medics) than others
•   Fully readable document(s) • Effectively catalogue record
•   May include additional files • No full-text available
•   Downloadable & printable     • Usually includes link to
•   Usually includes link to          published (paywall)
       published (paywall)            version
       version
Search Tools
• Google Scholar
• OpenDOAR
• BASE
• Institutional Repository Search
• Index to Theses
• Ethos
• DOAJ
Google Scholar
• A subset of the mighty Google search engine
   – Drawbacks:
     • Only a Google Specified range of repositories
     • Includes paywall journal sites
  – Advantages:
     • As easy to use as Google
     • Restricts search to “Scholarly” sources
     • Can specify date range, journal title etc
     • Can specify subject area of search
     • Also searches Google Books
OpenDOAR Search
• Queries quality assured list of repository targets
  – Drawbacks:
     • Very simple search interface with no options
     • Returns multiple routes to the same item in one
       repository
     • Can return high levels of irrelevant results
  – Advantages:
     • Simple to search using title keywords
     • Can use Google command line language
     • Related tool for searching for repository sites
BASE
• Bielefeld Academic Search Engine – more
  sophisticated searching
   – Drawbacks:
     • Seems to prioritise paywall version of items in
       results
     • Open access version link hard to spot
  – Advantages:
     • Offers Basic and Advanced search options
     • Sophisticated range of limits and search options
     • Continues to be developed
     • Available in German and English
Links to publisher (paywall) version




Actual link to full-text
                                                  Links to Repository home page
open access version
Institutional Repository Search

• A project demonstrator searching UK repositories
• Drawbacks
  – Only searches across UK based repositories
  – No longer being developed & can be a bit flakey at
    times
• Advantages
  –   Simple interface but some advanced functionality
  –   Can limit to specific repository, types or status
  –   Can opt to search for non-peer-reviewed material only
  –   Indicates a closeness of match for each result
Index to Theses
• An index of theses, including links to full-text
   – Drawbacks
     • Not all theses available in full text
     • Delay between OA versions being available and
       indexed
  – Advantages
     • Freely available and easy to search
     • Offers four different searching options
     • Indexes Ethos and local repository copies
Search Tools: Ethos
• The British Library national eThesis service
   – Drawbacks
     • Downloading requires registration
     • Non-digitised theses can be requested but there
       may be a charge
     • Not all potential theses are listed
  – Advantages
     • Can limit search to items available for download
     • All theses already digitised freely available
     • Basic and advanced search function
Open Access Journals
• Fully open journals (e.g. PLoS One)
  – All articles full-open access
  – Author’s pay publication fee to retain rights
• Publishers options
  – E.g. Springer Open Choice – selected articles open
    access
  – Authors chose on submission
  – Often demarked with an icon e.g.
• Directory of Open Access Journals
  – Can search for OA journals or articles in them
Key Points
• Open access materials can be used to satisfy
  patron requests swiftly and without cost
• There are a variety of search tools for open
  access materials
• Best ones to use can be a matter of personal
  choice
• Understanding the type of record and item
  version is important
Contact
• Gareth J Johnson
  – DS&R Manager, University of Leicester
  – Chair FIL, Chair UKCoRR, CILIP Councillor, HEA Fellow

  – Email:                    gjj6@le.ac.uk
  – Tel:                      0116-252-2039
  – Web 2/Twitter:            llordllama
  – Slides:           www.slideshare.net/GazJJohnson/

• Questions and Comments?
References and Links
• BASE: www.base-search.net/
• DOAJ: www.doaj.org
• Ethos: ethos.bl.uk
• Google Scholar: scholar.google.co.uk/
• Index to theses: www.theses.com
• Institutional Repository Search: irs.mimas.ac.uk/demonstrator/
• OpenDOAR: www.opendoar.org
• OpenDOAR Repository Contents Search:
  www.opendoar.org/search.php
• Springer Open Choice:
  www.springer.com/open+access/open+choice?SGWID=0-40359-0-0-0
• Wiley Open Choice:
  www.wileyopenaccess.com/SpringboardWebApp/userfiles/woai/file/
  WOAI-Press-Release-final.pdf
Additional References
• NDLTD - Networked Digital Library of Theses and
  Dissertations (USA) www.ndltd.org
• Australasian Digital Theses Program
  adt.caul.edu.au
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Beyond the Pay Wall!: Repositories as sources of supply

  • 1. Beyond the Pay Wall! Repositories as sources of supply Gareth J Johnson Document Supply & Repository Manager David Wilson Library University of Leicester 28 June 2011 www.le.ac.uk Slides: www.slideshare.net/GazJJohnson/
  • 2. Overview 1. OA primer 2. Why should we use open access materials? 3. Searching for open access materials 4. Questions and comments
  • 3. Open Access 101 • Ungated online access to scholarly publications – Not restricted by publisher paywalls • Comes in Green & Gold flavours – Post-publication archiving or open publication • A mainstream publication activity – Major funders and institutions require it • Unlocks vast tracts of materials – Especially hard to locate grey literature – But not everything is available due for various reasons
  • 4. Why Use OA Materials? • Immediacy and freeness of availability will help satisfy patrons and management alike – Savings of time and money • Ease (relative) of finding them once you know the tools • Access to material you might otherwise be unable to source or obtain • The question should be: Why aren’t you using OA materials already?
  • 5. Understanding the Terminology • Repositories – subject, institutional, education, data etc • OA versions of text are normally functionally equivalent to published versions • But there is often a variance in the versions available • Important to be able to differentiate for patrons • More critical for some (e.g. Medics) than others
  • 6.
  • 7. Fully readable document(s) • Effectively catalogue record • May include additional files • No full-text available • Downloadable & printable • Usually includes link to • Usually includes link to published (paywall) published (paywall) version version
  • 8. Search Tools • Google Scholar • OpenDOAR • BASE • Institutional Repository Search • Index to Theses • Ethos • DOAJ
  • 9. Google Scholar • A subset of the mighty Google search engine – Drawbacks: • Only a Google Specified range of repositories • Includes paywall journal sites – Advantages: • As easy to use as Google • Restricts search to “Scholarly” sources • Can specify date range, journal title etc • Can specify subject area of search • Also searches Google Books
  • 10.
  • 11.
  • 12. OpenDOAR Search • Queries quality assured list of repository targets – Drawbacks: • Very simple search interface with no options • Returns multiple routes to the same item in one repository • Can return high levels of irrelevant results – Advantages: • Simple to search using title keywords • Can use Google command line language • Related tool for searching for repository sites
  • 13.
  • 14.
  • 15. BASE • Bielefeld Academic Search Engine – more sophisticated searching – Drawbacks: • Seems to prioritise paywall version of items in results • Open access version link hard to spot – Advantages: • Offers Basic and Advanced search options • Sophisticated range of limits and search options • Continues to be developed • Available in German and English
  • 16.
  • 17. Links to publisher (paywall) version Actual link to full-text Links to Repository home page open access version
  • 18. Institutional Repository Search • A project demonstrator searching UK repositories • Drawbacks – Only searches across UK based repositories – No longer being developed & can be a bit flakey at times • Advantages – Simple interface but some advanced functionality – Can limit to specific repository, types or status – Can opt to search for non-peer-reviewed material only – Indicates a closeness of match for each result
  • 19.
  • 20.
  • 21. Index to Theses • An index of theses, including links to full-text – Drawbacks • Not all theses available in full text • Delay between OA versions being available and indexed – Advantages • Freely available and easy to search • Offers four different searching options • Indexes Ethos and local repository copies
  • 22.
  • 23.
  • 24. Search Tools: Ethos • The British Library national eThesis service – Drawbacks • Downloading requires registration • Non-digitised theses can be requested but there may be a charge • Not all potential theses are listed – Advantages • Can limit search to items available for download • All theses already digitised freely available • Basic and advanced search function
  • 25.
  • 26.
  • 27. Open Access Journals • Fully open journals (e.g. PLoS One) – All articles full-open access – Author’s pay publication fee to retain rights • Publishers options – E.g. Springer Open Choice – selected articles open access – Authors chose on submission – Often demarked with an icon e.g. • Directory of Open Access Journals – Can search for OA journals or articles in them
  • 28.
  • 29.
  • 30. Key Points • Open access materials can be used to satisfy patron requests swiftly and without cost • There are a variety of search tools for open access materials • Best ones to use can be a matter of personal choice • Understanding the type of record and item version is important
  • 31. Contact • Gareth J Johnson – DS&R Manager, University of Leicester – Chair FIL, Chair UKCoRR, CILIP Councillor, HEA Fellow – Email: gjj6@le.ac.uk – Tel: 0116-252-2039 – Web 2/Twitter: llordllama – Slides: www.slideshare.net/GazJJohnson/ • Questions and Comments?
  • 32. References and Links • BASE: www.base-search.net/ • DOAJ: www.doaj.org • Ethos: ethos.bl.uk • Google Scholar: scholar.google.co.uk/ • Index to theses: www.theses.com • Institutional Repository Search: irs.mimas.ac.uk/demonstrator/ • OpenDOAR: www.opendoar.org • OpenDOAR Repository Contents Search: www.opendoar.org/search.php • Springer Open Choice: www.springer.com/open+access/open+choice?SGWID=0-40359-0-0-0 • Wiley Open Choice: www.wileyopenaccess.com/SpringboardWebApp/userfiles/woai/file/ WOAI-Press-Release-final.pdf
  • 33. Additional References • NDLTD - Networked Digital Library of Theses and Dissertations (USA) www.ndltd.org • Australasian Digital Theses Program adt.caul.edu.au