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How can libraries respond to the current issues in
scholarly publishing and collection development
Stuart Dempster
stuartsw4@gmail.com
January 2018
Today’s outcomes
• Understanding the changes
to scholarly publishing and
collections development
• How should libraries
respond to the current issues
Puglia, Italy,
2017.
Understanding the changes to scholarly publishing and
collections development…
Scholarly Publishing: So what’s the problem?
‘The scholarly communication and
research evaluation landscape is
locked into historical paradigms
which inadequately reflect the
opportunities of the digital era.
Why hasn’t the Internet disrupted
the practices and the economics of
scholarly publishing?’
Colin Steele, Emeritus Fellow, Australian
National University
http://wiki.lib.sun.ac.za/images/f/f4/2014-steele-
scholary-comm.pdf
Scholarly Publishing: Open Access Publishing, so what’s
the problem?
Whereas the UK path had been to lead
through a partnership between funders
and publishers, this partnership was not
delivering a transition to open access
publishing, and there are doubts that all
publishers are still on board as partners.
Unless measurable success becomes
evident soon, the public funders would
need to re-consider their policy and
approach to open access publishing.
David Sweeney, Executive Chair Designate,
Research England. Jan 2018. https://www.researchinformation.info/news
/analysis-opinion/ape-2018-conference-
report
Scholarly Publishing: Piracy. Sci-Hub gets sued and blocked
American Chemical Society and
Elsevier win lawsuits against Sci-
Hub, with $15m and $4.8m
damages awarded respectively.
ACS wins unprecedented
injunction to demand ISPs ,
domain registries and search
engines censor it.
Scholarly Publishing: Universities boycott
Elsevier…Editorial board walkouts
• Around 200 German universities and
research institutions (Deal Project)
boycott Elsevier, demanding access to
about 2,500 journals at roughly half the
price that individual libraries have paid
previously.
• Academics resign from editorial boards
(Elsevier, Scientific Reports, Int. Journal
of Occupational and Environmental
Health)
https://www.nature.com/articles/d41586-018-00093-
7
Scholarly Publishing: The rise of preprint...
• Medical Research Council, the
Wellcome Trust and National
Institutes of Health (NIH) welcome
preprints in grant applications.
• New preprint servers emerge,
including EarthArXiv, PaleorXiv,
NutriXIv, MedArXiv (Yale) and
Earth and Space open Archive
(ESSOAr).
http://www.open.ac.uk/blogs/the_orb/?p=1172
Scholarly Publishing: ‘Disruptive’ Innovation
• Lock-in models for end-to-end
researcher workflow and research
life-cycle management (Digital
Science and Elsevier)
• Service inter-dependency, such as
RIM and citation databases (Web
of Science and Scopus, Converis
and Pure).
• Lock-in models for data portability
and reuse (FigShare, Mendeley and
Overleaf)
https://scholarlykitchen.sspnet.org/2018/01/02/workflow-
lock-taxonomy/
Scholarly Publishing: Open Access Adoption and Affordability
• Adoption rates have increased. More
UK authors allow immediate OA
37% verses overseas 25%. After a
year, the proportion in OA form was
UK 54% verses and 32% overseas.
• Affordability, costs of OA and
subscriptions exceed inflation (+11%
pa) from 2013-16 from sample.
http://blogs.lse.ac.uk/impactofsocialsciences/2018/01/22/adop
tion-of-open-access-is-rising-but-so-too-are-its-costs/
Collections Development Trends: ‘Big Deal
Cancellations’…and live to tell the tale
• 24 Canadian/US libraries cancel ‘Big
Deal’ packages, from 46 publishers.
• 2 more are negotiating cancellations.
• No outcry from students or faculty,
leading to questions over publisher
supplied usage data.
• ‘On-demand’ article supply services
have low take-up. https://scholarlykitchen.sspnet.org/2017/05/01/wolf-
finally-arrives-big-deal-cancelations-north-american-
libraries/
Collections Development Trends: User-centric Discovery
Principles
• Access and identity management,
UX, UI and ‘black-box’ indexing
and algorithms stumbling blocks.
• Creation of a taxonomy and
principles create common
understanding for the discovery
environment(s) and decision-
making processes.
https://scholarlykitchen.sspnet.org/2018/01/08/discover
y-delivery-user-centric-principles-discovery-service/
Collections Development Trends: Print Book Usage Falls
Faster in US Research Libraries
• Steep decline in the use of print
collections result in budget and
space reviews at ARL libraries.
• Circulations per student since
1995 down from 25 to 7, a 72%
decrease.
• Sconul UK statistical data similar,
with some variation.
https://scholarlykitchen.sspnet.org/2017/08/21
/less-meets-eye-print-book-use-falling-faster-
research-libraries/
Collections Development Trends: Current and looming
technologies
• Extended Reality, combines Augmented
and Virtual Reality (Alexa/Siri
automated services e.g. suggest-a-book,
subs query, renewals etc.
• ‘On-demand’ acquisitions
• VR studio e.g. surgical simulations and
Digital Research Centres
• Blockchain, Linked Data, AI and
Machine Learning… https://hsl.uw.edu/vr-studio/
http://www.ala.org/tools/future/trends/blockchain
Collection Development Trends: Skills and Talent
• To meet changing requirements
libraries are increasing using
techniques to nurture talent such as:
• Data and library carpentry
• Operational Excellence
• UX
http://librarycarpentry.github.io/about/
http://uxlib.org
Collections Development Trends…
• Emphasis shift from collecting to connecting
• Move from pre-selected to demand-driven
• Shift from print to electronic
• End of the ‘Big Deal’
• Analytics and decision-ready data
• Focus on the student experience (TEF) and
research impact (REF)
How should libraries respond…
Print
Local
Licensed
Collections
General
Provider
Selector
Digital
Shared
Open
Workflows
Distinctive
Enabler
Partner
Credit: Roger Schonfeld
Libraries should respond…Improve ‘digital’ discovery
• Encourage LMS vendor search algorithms
and indexing improvements
• Build unified discovery layer/navigation
• Optimise scholarly outputs, using
persistent identifiers (ORCHID, DOIs…)
• Collaborate with ‘disruptive’ innovators
• Innovate with AI/Machine
Learning/Linked Data
https://www.wur.nl/en/newsarticle/Open-Access-deals-
added-to-Journal-browser.htm
https://library.soas.ac.uk/Search/Results?lookfor=nepal&t
ype=AllFields&filter%5B%5D=*%3A*&limit=20&sort=rele
vance
Libraries should respond…Develop digital content
opportunities
• Jisc ezMesure (EzPaarse subs
management ‘dashboard’)
• Jisc National Bibliographic
Knowledgebase (226 partners)
• Jisc e-textbook Licensing (pilot)
• Jisc Transnational Education
Licensing (pilot)
https://www.jisc.ac.uk/rd/projects/national-
bibliographic-knowledgebase
Libraries should respond…Enhance shared services
• Improve collection management
(UKRR Monographs, regional
consortia…)
• Share licensed assets (CLA Digital
Copyright Store…)
• Explore effective management of
scholarly outputs ( British Library
Partner Repository, UCL ‘Megajournal’
Platform…)
https://www.cla.co.uk/our-services
https://lmlag.files.wordpress.com/2018/01/mlag-workshop-
dec-2017-british-library-repository-devs.pdf
Libraries should respond…Make it open
• Advocate and engage academics and senior
management (DORA, FAIR, UK Scholarly
Communications License, REF Green/Gold
OA…)
• Provide effective RDM/Scholarly
Communications services (DOI, Orchid,
Figshare…)
• Support changing funder(s)/publisher OA
compliance (Deposit Data, Pre-prints…)
• Steer enhancements towards an ‘enterprise
repository’
• Develop OA e-Textbooks collectively
http://ukscl.ac.uk
Libraries should respond….Optimise workflows
• Simply research workflow (upload,
manage, share, publish data and scholarly
outputs with a DOI, ORCHID and ‘open’
license)
• Streamline reading lists (upload, manage,
publish, ordering, systems
interoperability)
• Process map and streamline ‘customer
facing’ services (renewals, suggest an
asset, document delivery, reservations…)
Libraries should respond…Provide distinctive offers
• Enhance access to unique Special
Collections in partnership, using
external funding.
• Promote collections, products and
services to underserved audiences
(alumni, public…)
• Empower innovation and
experimentation teamwork to improve
the UX/UI.
https://www.clir.org/2018/01/clir-announces-2017-
digitizing-hidden-special-collections-archives-awards/
https://alumni.cranfield.ac.uk/Public/Alumni_Library_Onli
ne.aspx
Libraries should respond…enabling
• Enhancements in the discovery, access
and use of all relevant content.
• Pivot to digital, ‘on-demand’, open
data and OA scholarly outputs.
• Focus on student success (TEF) and
research impact (REF) through the
provision of products and services.
Libraries should respond…Partner
• Consortia purchasing (Jisc, SUPC,
NAG…) reduce costs/improve T&C
• Mission Groups (RLUK, Sconul, Liber…)
to effect network change (open access,
data, science)
• Students and faculty to effect local
change (as above)
• Other institutions to support shared
services, UX, OA e-textbooks,…
The future of academic libraries: Strategic Alignment
• ‘Mapping the Future of Academic Libraries : A report for Sconul’ (Padfield, Cox
& Rutter) : November 2017
https://sconul.ac.uk/sites/default/files/documents/SCONUL%20Report%20M
apping%20the%20Future%20of%20Academic%20Libraries.pdf
• MIT ‘Ad Hoc Task Force on the Future of Libraries’ (A set of 10
recommendations) : October 2016 https://future-of-libraries.mit.edu
• University of Manchester ‘Library Strategy’ (3 Goals and Enabling Strategies) :
October 2017 http://www.library.manchester.ac.uk/about/library-strategy/
• And, of course, link it to your Strategy and Operational Plans!
Thank you for listening…
Stuart Dempster
E: stuartsw4@gmail.com
January 2018
Presentation will be available on Slideshare
later today

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How can UK academic libraries respond to the current issues in scholarly publishing and collection development

  • 1. How can libraries respond to the current issues in scholarly publishing and collection development Stuart Dempster stuartsw4@gmail.com January 2018
  • 2. Today’s outcomes • Understanding the changes to scholarly publishing and collections development • How should libraries respond to the current issues Puglia, Italy, 2017.
  • 3. Understanding the changes to scholarly publishing and collections development…
  • 4. Scholarly Publishing: So what’s the problem? ‘The scholarly communication and research evaluation landscape is locked into historical paradigms which inadequately reflect the opportunities of the digital era. Why hasn’t the Internet disrupted the practices and the economics of scholarly publishing?’ Colin Steele, Emeritus Fellow, Australian National University http://wiki.lib.sun.ac.za/images/f/f4/2014-steele- scholary-comm.pdf
  • 5. Scholarly Publishing: Open Access Publishing, so what’s the problem? Whereas the UK path had been to lead through a partnership between funders and publishers, this partnership was not delivering a transition to open access publishing, and there are doubts that all publishers are still on board as partners. Unless measurable success becomes evident soon, the public funders would need to re-consider their policy and approach to open access publishing. David Sweeney, Executive Chair Designate, Research England. Jan 2018. https://www.researchinformation.info/news /analysis-opinion/ape-2018-conference- report
  • 6. Scholarly Publishing: Piracy. Sci-Hub gets sued and blocked American Chemical Society and Elsevier win lawsuits against Sci- Hub, with $15m and $4.8m damages awarded respectively. ACS wins unprecedented injunction to demand ISPs , domain registries and search engines censor it.
  • 7. Scholarly Publishing: Universities boycott Elsevier…Editorial board walkouts • Around 200 German universities and research institutions (Deal Project) boycott Elsevier, demanding access to about 2,500 journals at roughly half the price that individual libraries have paid previously. • Academics resign from editorial boards (Elsevier, Scientific Reports, Int. Journal of Occupational and Environmental Health) https://www.nature.com/articles/d41586-018-00093- 7
  • 8. Scholarly Publishing: The rise of preprint... • Medical Research Council, the Wellcome Trust and National Institutes of Health (NIH) welcome preprints in grant applications. • New preprint servers emerge, including EarthArXiv, PaleorXiv, NutriXIv, MedArXiv (Yale) and Earth and Space open Archive (ESSOAr). http://www.open.ac.uk/blogs/the_orb/?p=1172
  • 9. Scholarly Publishing: ‘Disruptive’ Innovation • Lock-in models for end-to-end researcher workflow and research life-cycle management (Digital Science and Elsevier) • Service inter-dependency, such as RIM and citation databases (Web of Science and Scopus, Converis and Pure). • Lock-in models for data portability and reuse (FigShare, Mendeley and Overleaf) https://scholarlykitchen.sspnet.org/2018/01/02/workflow- lock-taxonomy/
  • 10. Scholarly Publishing: Open Access Adoption and Affordability • Adoption rates have increased. More UK authors allow immediate OA 37% verses overseas 25%. After a year, the proportion in OA form was UK 54% verses and 32% overseas. • Affordability, costs of OA and subscriptions exceed inflation (+11% pa) from 2013-16 from sample. http://blogs.lse.ac.uk/impactofsocialsciences/2018/01/22/adop tion-of-open-access-is-rising-but-so-too-are-its-costs/
  • 11. Collections Development Trends: ‘Big Deal Cancellations’…and live to tell the tale • 24 Canadian/US libraries cancel ‘Big Deal’ packages, from 46 publishers. • 2 more are negotiating cancellations. • No outcry from students or faculty, leading to questions over publisher supplied usage data. • ‘On-demand’ article supply services have low take-up. https://scholarlykitchen.sspnet.org/2017/05/01/wolf- finally-arrives-big-deal-cancelations-north-american- libraries/
  • 12. Collections Development Trends: User-centric Discovery Principles • Access and identity management, UX, UI and ‘black-box’ indexing and algorithms stumbling blocks. • Creation of a taxonomy and principles create common understanding for the discovery environment(s) and decision- making processes. https://scholarlykitchen.sspnet.org/2018/01/08/discover y-delivery-user-centric-principles-discovery-service/
  • 13. Collections Development Trends: Print Book Usage Falls Faster in US Research Libraries • Steep decline in the use of print collections result in budget and space reviews at ARL libraries. • Circulations per student since 1995 down from 25 to 7, a 72% decrease. • Sconul UK statistical data similar, with some variation. https://scholarlykitchen.sspnet.org/2017/08/21 /less-meets-eye-print-book-use-falling-faster- research-libraries/
  • 14. Collections Development Trends: Current and looming technologies • Extended Reality, combines Augmented and Virtual Reality (Alexa/Siri automated services e.g. suggest-a-book, subs query, renewals etc. • ‘On-demand’ acquisitions • VR studio e.g. surgical simulations and Digital Research Centres • Blockchain, Linked Data, AI and Machine Learning… https://hsl.uw.edu/vr-studio/ http://www.ala.org/tools/future/trends/blockchain
  • 15. Collection Development Trends: Skills and Talent • To meet changing requirements libraries are increasing using techniques to nurture talent such as: • Data and library carpentry • Operational Excellence • UX http://librarycarpentry.github.io/about/ http://uxlib.org
  • 16. Collections Development Trends… • Emphasis shift from collecting to connecting • Move from pre-selected to demand-driven • Shift from print to electronic • End of the ‘Big Deal’ • Analytics and decision-ready data • Focus on the student experience (TEF) and research impact (REF)
  • 17. How should libraries respond… Print Local Licensed Collections General Provider Selector Digital Shared Open Workflows Distinctive Enabler Partner Credit: Roger Schonfeld
  • 18. Libraries should respond…Improve ‘digital’ discovery • Encourage LMS vendor search algorithms and indexing improvements • Build unified discovery layer/navigation • Optimise scholarly outputs, using persistent identifiers (ORCHID, DOIs…) • Collaborate with ‘disruptive’ innovators • Innovate with AI/Machine Learning/Linked Data https://www.wur.nl/en/newsarticle/Open-Access-deals- added-to-Journal-browser.htm https://library.soas.ac.uk/Search/Results?lookfor=nepal&t ype=AllFields&filter%5B%5D=*%3A*&limit=20&sort=rele vance
  • 19. Libraries should respond…Develop digital content opportunities • Jisc ezMesure (EzPaarse subs management ‘dashboard’) • Jisc National Bibliographic Knowledgebase (226 partners) • Jisc e-textbook Licensing (pilot) • Jisc Transnational Education Licensing (pilot) https://www.jisc.ac.uk/rd/projects/national- bibliographic-knowledgebase
  • 20. Libraries should respond…Enhance shared services • Improve collection management (UKRR Monographs, regional consortia…) • Share licensed assets (CLA Digital Copyright Store…) • Explore effective management of scholarly outputs ( British Library Partner Repository, UCL ‘Megajournal’ Platform…) https://www.cla.co.uk/our-services https://lmlag.files.wordpress.com/2018/01/mlag-workshop- dec-2017-british-library-repository-devs.pdf
  • 21. Libraries should respond…Make it open • Advocate and engage academics and senior management (DORA, FAIR, UK Scholarly Communications License, REF Green/Gold OA…) • Provide effective RDM/Scholarly Communications services (DOI, Orchid, Figshare…) • Support changing funder(s)/publisher OA compliance (Deposit Data, Pre-prints…) • Steer enhancements towards an ‘enterprise repository’ • Develop OA e-Textbooks collectively http://ukscl.ac.uk
  • 22. Libraries should respond….Optimise workflows • Simply research workflow (upload, manage, share, publish data and scholarly outputs with a DOI, ORCHID and ‘open’ license) • Streamline reading lists (upload, manage, publish, ordering, systems interoperability) • Process map and streamline ‘customer facing’ services (renewals, suggest an asset, document delivery, reservations…)
  • 23. Libraries should respond…Provide distinctive offers • Enhance access to unique Special Collections in partnership, using external funding. • Promote collections, products and services to underserved audiences (alumni, public…) • Empower innovation and experimentation teamwork to improve the UX/UI. https://www.clir.org/2018/01/clir-announces-2017- digitizing-hidden-special-collections-archives-awards/ https://alumni.cranfield.ac.uk/Public/Alumni_Library_Onli ne.aspx
  • 24. Libraries should respond…enabling • Enhancements in the discovery, access and use of all relevant content. • Pivot to digital, ‘on-demand’, open data and OA scholarly outputs. • Focus on student success (TEF) and research impact (REF) through the provision of products and services.
  • 25. Libraries should respond…Partner • Consortia purchasing (Jisc, SUPC, NAG…) reduce costs/improve T&C • Mission Groups (RLUK, Sconul, Liber…) to effect network change (open access, data, science) • Students and faculty to effect local change (as above) • Other institutions to support shared services, UX, OA e-textbooks,…
  • 26. The future of academic libraries: Strategic Alignment • ‘Mapping the Future of Academic Libraries : A report for Sconul’ (Padfield, Cox & Rutter) : November 2017 https://sconul.ac.uk/sites/default/files/documents/SCONUL%20Report%20M apping%20the%20Future%20of%20Academic%20Libraries.pdf • MIT ‘Ad Hoc Task Force on the Future of Libraries’ (A set of 10 recommendations) : October 2016 https://future-of-libraries.mit.edu • University of Manchester ‘Library Strategy’ (3 Goals and Enabling Strategies) : October 2017 http://www.library.manchester.ac.uk/about/library-strategy/ • And, of course, link it to your Strategy and Operational Plans!
  • 27. Thank you for listening… Stuart Dempster E: stuartsw4@gmail.com January 2018 Presentation will be available on Slideshare later today

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