The benefits and challenges of open access: lessons from practice - Helen Blanchett, Andrew Simpson
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Led by Helen Blanchett, subject specialist, scholarly communications, Jisc. With contribution from Andrew Simpson, associate university librarian (procurement and metadata and systems), Portsmouth University. In this session you’ll hear in this session you’ll hear about the benefits and challenges of open access. Connect more in London, 28 June 2016
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The benefits and challenges of open access: lessons from practice - Helen Blanchett, Andrew Simpson
- 2. The benefits and challenges of open access: lessons from practice
- 3. What we do? We deliver services that support the procurement, management and discovery and use of content for UK research and education 23/6/16 Making the most of digital resources 3
- 4. Digital content Making content available to support teaching and research 23/6/16 Making the most of digital resources 4 » Providing wide coverage of content for research and teaching by collecting, licensing and preserving high quality digital content » Procuring excellent deals for institutions for access to third party resources for research and education » Working with partners to create and delivering high quality content for different needs
- 5. Resource discovery Enabling researchers and students to discover the rich resources held across libraries and archives in theUK 23/6/16 Making the most of digital resources 5 » Supporting interdisciplinary research and opening up new paths of inquiry » Helping institutions expose their collections to researchers across the UK and internationally » Enabling library staff to provide enhanced researcher support » Building community trust and confidence through our close working collaboration with libraries and archives
- 6. Library Support and Analytics Services Helping libraries more efficiently manage their collections 23/6/16 Making the most of digital resources 6 » Helping universities save time and money – saving the sector £70m each year – through licence negotiation » Providing strategic business intelligence tools, helping institutions to improve decision-making capacity » Helping the UK academic sector demonstrate international leadership through standards development and implementation » Removing work entirely from the local institution by doing it at a level above the institution
- 7. Open Access Support Enabling UK higher education to realise the rewards of open access 23/6/16 Making the most of digital resources 7 jisc.ac.uk/content/open-access
- 8. Engagement challenges » Discoverability » Delivery barriers » Changing technologies » Digital behaviours » Digital capabilities » “Digital resources” can mean many different things 23/6/16 Making the most of digital resources 8
- 9. Meeting the challenge »Understanding digital students, learners and staff » Reducing technology barriers »Addressing digital literacy and capability » Effective use of data »Accessibility and inclusion »Communication » Building trust relationships »Collaboration
- 10. Making the most of our support Account managers and subject specialists are working with our DR services to ensure members are able to make the most of digital resources and library services 23/6/16 Making the most of digital resources 10
- 11. jisc.ac.uk Helen Blanchett Subject specialist (scholarly communications) helen.blanchett@jisc.ac.uk 23/6/16 Making the most of digital resources 11
- 12. Making sense of open access Benefits and challenges of Open access: lessons from practice
- 13. University of Portsmouth • Historically teaching and undergraduate focused • 22,000 students, 1500 staff • Some areas of high research activity top rated in REF – Allied Health and Physics • 400 research-active staff • Growing research focus
- 14. Journals – a growing issue • At Portsmouth we spend ~£2m pa on journal subscriptions, 40% of library budget • The average annual rise in journal prices paid by Portsmouth has been 7% over the last 4 years • The move to electronic journals has introduced greater quantities of journals, VAT payments, ‘big deals’, renting rather than purchasing content
- 15. What Jisc means to libraries • Savings! Collaboration! Deals! Organisation! • Recently Jisc have been trying to quantify the savings • We spend ~£1m pa on deals negotiated by Jisc • Savings from list price of ~£1m • Savings of staff time and benefits of collective bargaining
- 16. Open access mandates HEFCE’s REF eligibility policy “This requirement will apply to journal articles and conference proceedings accepted for publication after 1 April 2016” RCUK’s OA policy “The policy applies to peer‐reviewed research articles (including review articles not commissioned by publishers), which acknowledge Research Council funding, that are submitted for publication from 1st April 2013, and which are published in journals or conference proceedings.” University of Portsmouth policy “Journal articles and conference proceedings accepted for publication after 1st January 2014.”
- 17. The Portsmouth position • Repository already in place run by library • Research office implementing CRIS (Pure) • Worked with them on this, OA policy and creation of an OA post in 2013 • Co-location of post: full time library employee, spending two days a week based in research office
- 18. APCs • RCUK block grant + small fund from University • Application and approval process needed • Green route preferred in university policy • But need to manage expectations • Many understand gold = open access
- 19. Unknowns • What was everyone else doing? • What did researchers think and know? • How could we make it as easy as possible? • Being involved in Jisc Pathfinder helped with this… openaccess.jiscinvolve.org/wp/
- 20. Jisc Pathfinder: Making Sense Oxford Brookes, Nottingham Trent, Portsmouth: sensemakingopenaccess.blogspot.co.uk
- 21. Interviews • Semi-structured, informal conversations • Research leads – 11 across all faculties interviewed by our Research Outputs Manager • Extended to some academics interviewed by their subject librarians • Though sample was small, we learned a great deal through having the opportunity for open conversations
- 22. Findings • Broadly aware of OA and accepted its importance for the REF, RCUK etc. but not aware of the details and their implications • Common misunderstandings - – Didn’t consider OA in publication strategy before submitting – Difference between OA and hybrid journals – Difference between the ‘3 month rule’ and embargoes – Assumed you can always take the green route to comply – Not aware of the high cost of APCs – Don’t know what REF panel they will be submitting to • Just want to know what they have to do to comply
- 23. Actions • Some common issues were quickly apparent and actions were taken to address these • The interviews also helped inform our ongoing activities with awareness raising • Some examples…
- 24. OA awareness plan • It was clear no single approach to awareness was going to work • Ensured we had a plan with a variety of methods • Promotion, training, systems…
- 25. Training: OA sessions People were happy to attend university wide presentations if at a time they could do • OA sessions increased to every 6 weeks at various times • Smaller groups • Part of general Researcher Development Programme
- 27. Questionnaires • Pre and post questionnaires used to improve sessions • Also used with subject librarians eg to improve support information
- 28. Flow chart v.1…
- 29. … and simplified further
- 30. Research Newsletter • Regular library section
- 31. System• They found current mix of systems confusing • Reinforced our move to a single portal
- 32. Research Portal • Better engagement with researchers • Sits alongside other profiles • Backed up by PVC(R) • Repository withdrawal
- 33. The interviews also led to some tailored support… • We analysed samples (approximately 50) of our Business School and Institute of Cosmology and Gravitation journals. • Results demonstrated most but not all journals comply with HEFCE or RCUK via the green route, so there is a need to check before submitting. • This helped reinforce the message that they do need to consider where to publish at an early stage, whilst keeping the limitations in perspective
- 34. We were able to identify staff who already added items to ArXiv and set-up an import to Pure
- 35. We were able to set up reports and dashboards in Pure for research leads
- 36. Scopus checks
- 37. Partners’ outcomes Oxford Brookes came up with assessment tools to test your personal and institutional readiness for OA Nottingham Trent conducted interviews with staff and produced a video of a senior academic advocating open access sensemakingopenaccess.blogspot.co.uk
- 38. Individual help • The vast majority of people do want to be able to contact someone for advice • We have promoted email help • We do not validate recent articles without a post- print and so deal with queries at published stage • Now starting to get more questions at an earlier stage asking about which journals comply • All takes time though!
- 39. Expanding the team • Growing workload • Dedicated team • Moving validation work from Metadata • Research Outputs Officer and Assistant • Data post next?
- 40. Data • Project Board set up to looks at issues • Information Services and PVC(R) involved • Able to make use of CRIS • Questions and issues of support • Data post?
- 41. Findings and our ongoing approach • Practical and focused on the researcher • We have to do stuff for them if we want it to be done • Don’t need buy in just need cooperation • They are happy to take instruction if what they need to do is made as straightforward as possible
- 42. Andrew Simpson andrew.simpson@port.ac.uk www.port.ac.uk/library/help/research/open/ Making Sense: sensemakingopenaccess.blogspot.co.uk Jisc Pathfinders: openaccess.jiscinvolve.org/wp/pathfinder-projects/
Notas del editor
- 298 researchers submitted to REF
- UoP OA policy: http://www.port.ac.uk/accesstoinformation/policies/ HEFCE’s OA policy: http://www.hefce.ac.uk/rsrch/oa/ RCUK’s OA policy: http://www.rcuk.ac.uk/research/openaccess/
- Small APC funds, but some APC funds, so need to be organised enough to deal with them, can’t ignore them
- A feature of all of the Making Sense partners
- The ‘what academics wanted’ is covered under the ‘actions’ section.
- Uses various methods. (ie. it was clear from pathfinder interviews that one single approach / technique will not work). Developed by OA working group. The OA 'awareness plan' outlines the different levels of communication, e.g. uni-wide, department level etc, it outlines when things should be done, and who should do them. Still work in progress.
- ie. pathfinder interviews found that people were happy to sign up to university-wide open access events. But smaller groups events are better. So we’ve arranged these to run about every 6 weeks throughout 2015-2016. We are also running department / research group specific sessions for those who want it.
- Fits into wider researcher training Research office do promotion and bookings
- Pathfinder interviews found that academics were confused with the current system of uploading to Pure, and then content being transferred to Parade (eprints), and then onto their staff profile pages. There were also concerned their profile pages became out of date quickly. They wanted an overall simpler system, plus to have more control over updating their profiles. The Portsmouth Research Portal brings everything onto one system. It allows academics to update their profiles, organise their own pages and highlight publications they consider to be important, makes it clear who to contact for help, etc.
- Mention PVC email – over 100 deposits over the weekend
- Pathfinder interviews highlighted that academics did not always understand the importance of checking where they are going to publish before submitting their articles. Analyzing journals - ICG journals: I took the top 6 they published in most often last year based on the RCUK compliance report. A lot of their research is RCUK funded, and they don't seem to publish in a wide range of journals anyway, so this is a reasonable sample. PBS journals - I analysed a sample of journals on the ABS list. The ABS list is published each year and it's considered to be the 'definitive' list of business journals. I analysed three subjects; Accounting, Marketing, and Business and Economic History (54 journals). But showing academics a sample of journals they publish in, made it clear why this was important. However, it also showed that while it is important to check (ie. to avoid any problematic journals if possible), the situation is not that bad and it’s important to keep things in perspective. Presented results to both these research groups, and as example for the wider university. It seemed to be quite a good way of both making people realise they should thing of OA before submitting work (ie. not to get caught out), but also showing them that it's not as a massive issue as they may have thought.
- Also, the pathfinder interviews highlighted that the openaccess needs to be made as easy as possible for academics, so set up the Arxiv importer to tackle the issue of ICG researchers (who have 100s names on each article) having to type in names again.
- This was requested from people in the pathfinder interviews. Allows research leads to monitor and manage what researchers in their area are doing. And, chase them if they’ve not uploaded articles to Pure. e.g. use information in Pure to do reviews etc. Could mention the response to Pal’s meetings with Readers and Profs (ie. academics uploaded 500 articles over one weekend in response to an email from Pal telling them he was reviewing their work based on what’s in Pure.)
- It takes about 1 person 2 days to check through every three months. To give you an idea of the scale, we've published about 1600 journal and articles since 2014, so this would take longer for a bigger uni.
- Pathfinder interviews: the vast majority of people wanted to be able to contact someone in the library for advice. single email address - openaccess@port.ac.uk - which was on flowchart that was sent out (ie. as a result of the interviews), which seem to have prompted quite a lot of questions. e.g. an academic deciding on where to submit his paper, first emailed the openaccess@port.ac.uk address with the list of 5 potential journals and asked which one would let him comply with HEFCE via the green route. This is what we want academics to do, however, it is time consuming answering their questions.
- Working on ORCID too