Presenter: Sara Fuchs, Digital Initiatives Library, Department of Scholarly Communication & Digital Services, Georgia Institute of Technology

Sara Fuchs

Time: 4-5pm, July 9th, 2009

Place: SFU Harbour Centre, Sauder Industries Room 2270

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Abstract

Session Overview

Background

The Georgia Tech Library Department of Scholarly Communication & Digital Services set up an institutional repository in 2004 in hopes that faculty members could self-submit. Although they had always had a repository, it was usually set up after conferences had occurred. The department later decided to provide more support and began to help faculty create, store and view their papers, especially since nobody else on campus was offering similar services. The service provides both conference and journal support, as well as the uploading of any video recordings (of lectures as well), and digital archiving on the centralized repository for Georgia Tech authored materials, known as SMARTech. Submission onto SMARTech requires that the authors grant a non-exclusive license to Georgia Tech for non-commercial uses– mainly to raise awareness about open access to graduate students and supporting scholarly collaboration. SMARTech is now one of the largest institutional repositories in the United States and 35th in the world according to the Ranking Web of World Repositories, a project by the Spanish public research body Consejo Superior de Investigaciones Científicas (CSIC).

Lessons Learned with Open Conference Systems (OCS)

OCS works well for what it is supposed to do. It was a low pressure situation for the department because there was no need to maintain the OCS software, as everything was eventually going to end up in the repository. They found that clients enjoyed using OCS much more than the normal email workflow.

However, there were still challenges. With OCS, the process of accepting and rejecting proposals was more difficult– conference calls seemed to be much easier, and there is always a time lag in uploading presentations. Another challenge surfaced while setting up the Open Repositories 2009 Conference, mainly because they were working with two different websites. It made it very difficult to collect and retrieve conference papers. The Access Services Conference was the first time the payment function of OCS was used. Again, it was difficult to synchronize across two websites and this required going through multiple steps.

Customization

Clients wanted something more slick and streamlined, and wanted to use the more interactive parts of OCS, such as giving comments directly to authors, etc. In order to do this, all .css and template files had to be modified. New headers needed to be created, as well as modification of some menus, journal layout, and downloading of specific plug-ins. This proved to be very time-consuming, and this took design changes out of the hands of journal managers/editors. That being said, clients were highly satisfied and this became a showpiece of the department’s collaboration with faculty.

Questions

(Ran out of time)

Comment: Some of the difficulty in syncing between two websites might be easier if you upload/download directly from OCS instead of another location.

Related Links

• SMARTech
• EPAGE
• Information Technologies & International Development (ITID)
• IPPW-6 International Planetary Probe Workshop
• Atlanta Conference on Science and Innovation Policy 2009
• Consejo Superior de Investigaciones Científicas (CSIC)

Presenter: Heather Morrison, Project Co-ordinator, BC Electronic Library Network – Session abstract

Heather’s presentation was recorded.  It’s available here.

Session Overview

In this session, Heather Morrison presented an overview of the economic environment in which scholarly publication currently exists, focusing her attention on potential effects of the growth of the Open Access (OA) movement on this environment.

The Macroeconomics of Scholarly Publishing

Heather began by framing her discussion with the modern definition of economics, that is, the study of our behavior and the means by which we achieve certain ends given limited resources.  This was used to raise the following question: “Where is the money to help with the transition to fully OA publishing?”

The current economic situation was then explored with a description of the estimated costs of per-article publishing in the domains of science and technology.  These estimates range widely from one publisher to the next;

• BMC – 1500$/article
• PLoS One – 1300$/article
• Springer Open Choice – 3000$/article
• Hindawi – 800$/article

These costs, among not-for-profit publishers, are broken down in the following way:

In the realm of highly profitable for-profit publishing, the per-article cost is broken down in the following manner (as per Heather Morrison’s research).  Alarmingly, in this economic model, nearly 50% of the per-article revenue goes to profits and taxes.  Perhaps most interestingly, she pointed to a number of examples where for-profit publishers charged from 6 to 7 times more for publications that were actually less cited than similar journals put out by not-for-profit publishers.

Alternative to the current model

Looking at these numbers allows an examination of costs that may be reduced through a transition to fully OA publishing and the introduction of a number of efficiencies.  OA technology such as Open Journal Systems could offer the following benefits;

• reduction in the costs of coordinating the refereeing process
• elimination of typesetting and printing costs
• reduced systems and staffing costs
• elimination of authentication, hosting and troubleshooting costs
• dropping the need for copyright policing

Other less direct efficiencies introduced by the adoption of fully open-access publishing include a rethinking of the rejection process, with a reduction in the need to resubmit rejected articles to additional journals.

With these new efficiencies and cost savings, Heather suggests, libraries would have additional resources to allocate to building collections, rather than buying collections; to funding institutional repositories rather than spending on inter-library loans and to digitizing and preserving electronic collections rather than shelving print journals.

What if the subscription-based scholarly publishing industry were to collapse?

The concern has been raised by a number of publishers that the introduction of fully open access publication may threaten the viability of the current subscription-based model.  Heather contends that although they are unlikely to fail any time soon, if the major publishers collapsed, there is sufficient open-access support available to help journals carry on with their publishing activities.  She argues that this collapse (again, however unlikely) would provide an opportunity to rethink, renew and rebuild our publishing system.

Commentary

Not surprisingly, this presentation gave rise to a healthy amount of discussion.  Questions were directed both to Heather Morrison and Frederick Friend who gave a talk on the future of scholarly publishing.  The following questions were raised;

How would fully open-access publishing be cheaper than the subscription-based system? The savings are thought to come from the wresting of control of costs from the publishers into the hands of academics.  In order for the savings to materialize, however, academics will need to focus on transforming several aspects of the economics of publishing.

If libraries are already struggling to cope with the rising costs of subscriptions, how can they set aside money for open-access initiatives? This will likely require a multi-faceted approach.  Librarians will need to set priorities along with researchers in order to make decisions about which subscriptions are most needed.  If needed, they may also need to consider canceling “one big deal” in order to leave room for OA funding.

Related links

References

Morrison, H. (2009). Open access and the economics of scholarly communication. PKP Scholarly Publishing Conference 2009. Retrieved 2009-07-08, from http://pkp.sfu.ca/ocs/pkp/index.php/pkp2009/pkp2009/paper/view/136

Date: July 10, 2009

Presenters: Gonzalo Villarreal, Marisa Raquel De Giusti

s13610, “Feet” January 27, 2009 via Flickr, Creative Commons Attribution. La Plata has a sandbox for OJS and OCS users to get a "feel" with templates!

Session Overview

Abstract

This presentation was delivered by Gonzalo in real time through Skype.

Background on La Plata National University (UNLP)

He described UNLP as a major university in Argentina and Latin America. It has more then 90 000 students and 10 000 employees, including staff and administration.

About UNLP:

They produce journal articles, degree essays and theses, multimedia production, books and e-books and other products.

History of Development

In 2003, UNLP launched the Intellectual Creation Dissemination Service, SeDiCi, for 2 purposes:
– to provide authors a means to publish
– to benefit society for all it has invested in the university

The original plan of the university was to receive, digitize, catalog and upload documents to the SeDiCi website, but software was needed. After an extensive worldwide search, the team felt they had to design their own software. Celsius-DL was the answer to complete the service to scholars. It has since been recognized as the OEA’s award in 2005 as the best Digital Library in America.

Celsius-DL supports a free scheme and is used to configure a wide range of  materials. It exports to Dublin-Core or Marc21, is a data and service provider and it is built on open source technologies.

Since 2007, UNLP has recognized the importance of disseminating academic and intellectual creations. Journals also were seen as crucial to disseminate, so SeDiCi was expanded to include them. In October, 2008, UNLP launched the Journals Portal. Pre-existing and new publications are both accepted. Authors publish through a review process, easily communicating with other authors, reviewers and editors. OJS was chosen as the platform for them to use.

They then decided to create the Congresses Portal. This helps groups and others organize meetings. PKP’s OCS was selected to supply the service. SeDiCi’s team offers user, systems and technical support to users, but they had to overcome some obstacles and learn how to use it.

Obstacles and Solutions

1. Obstacles included many words or phrases in Argentina that were different from Spain. Corrected translations are now complete. In service to others, they are also available on PKP’s website for download.
2. In addition, some OCS users needed to use some LaTex in their abstracts. None were available, but they are now available as a plugin.
3. Next, the UNLP main website was comfortable for users, so the Journals and Congresses websites have been adjusted to look similarly. A comparison may be seen on-screen to show the similarities.
4. Further, templates are available for users uncomfortable with changing them, but wanting to meet their own needs. OCS and OJS is fully customizable by editing a CSS file. Many CSS styles were made for publishers to choose from because not all had web designers to make changes.
5. Finally, workshops online have been offered. Users can see an overview to see what the software is capable of and what it won’t do. There are workshops for users and workshops for managers. They have a “sandbox” area where users can try things without affecting the real system.

Note: the voice link with Gonzalo was lost in the last 2 minutes of his presentation. We hope all essential concepts were conveyed.

Blogger’s Thoughts:

The workshops sound tremendously helpful for users and managers. The sandbox feature is very practical and should be of interest to many. A great deal of work has been done to provide leadership in Argentina and its metron of influence. While the audio feed accomplished the task, it would have been good to see them in person to be able to ask questions and benefit from their experience. I was particularly interested in how their design of Celsius-DL provided benefits not found in software as a result of their worldwide search.

In light of the work so many other libraries and institutions are doing to promote the dissemination of scholarly knowledge and research, through either the use of OJS and OCS, one thought seems to echo through the workshops. It is a “cry” for collaboration and communication. From sharing experiences and collaborative problem-solvingj, to establishing some form of index standard are common issues shared by Mexico, the U.K., Canada and others. I hope a leader emerges and this is actualized.

While this is recognized as a technically-themed presentation, I wondered how much use of open journals resulted from their work. While I couldn’t access this information, I was able to view a page on their website that revealed how many “hits” they’ve had at SeDiCi and how many registered users they have. I was surprised that the vast majority originated in the United States! Journal numbers, particularly open journal numbers would be of interest to many at the next conference.

Presentation Link to be provided by conference organizers.

Presenter Links:

Gonzalo Villarreal [The blogger lacked the language to translate, but has listed some found on the SeDiCi repository!]

A Linux publication

Co-authored, in Portugese:  Manuscript Character Recognition Overview of features for the Feature Vector

Marisa Raquel De Giusti

Simulation framework for teaching in modeling and simulation areas

Storage of Simulation and Entities History in discrete models

Article by both outlines the history of their work at La Plata in more detail.

Related Links

PrEBi at La Plata National University

Date: July 8, 2009

Presenter: Sely M.S. Costa, University of Brasilia

• Senior Lecturer, Department of Information Science

• Chief Librarian, Central University Library, University of Brasilia-DF

Interests: scholarly communication, open access, electronic publishing, institutional repositories, organisation communication, and information science theory.

Abstract

Session Overview

Sely Costa PKP2009, with permission

Presentation:

Sely Costa Pkp2009

Powerpoint provided by Sely Costa

As Chief Librarian, she has started many projects to use a number of different programs to support research dissemination. Repositories now offer a simple step in the publishing process for librarians. The role of librarian has changed to become a more active participant in scholarly publication process. She works with journals, books, conferences, learning, articles, proceedings, and learning objects. They use OJS and have begun publishing. They have a project with a repository that is still in development. They have tested the use of OCS for conferences. It is under discussion for inclusion in the library system of Information Policies, Information Units and Information Services and Products. The draft of their Open Access policy is also under discussion.

PKP offers help in Conference Organizing and Proceedings, as well as e-books and e-journal publishing. They will update to the OJS Suite when it is possible. OCS has been used for both international and national conferences, has worked well and has been well received.

As librarian, her role is to highlight the new roles of these technologies. Librarians are major actors in the scholarly communication process. The University library is an essential element in the scholarly communication system.

They are the first academic library to be able to help others run conferences, etc. There is some resistance to OJS in Brazil, but the researchers at her university are in full support of it. Understanding the process makes all the difference. The activities done by the libraries now make them essential in the process.

Concluding Discussion and Questions:

(shared between Sely Costa, Brazil and the preceding workshop presenter Alberto Apollaro, Argentina)

1. <Question not heard> Sely: We are doing a project investigating over 700 uses of OJS use. People are not aware of the business models that need to be defined, nor are they aware of defining the strategic access policies to consider before creating a journal. You work with journals that already exist…but, who looks after this for CONICET? Sely: CONICET itself. We are thinking of using OJS to create journals from scratch, but we do not have clear policies of access and we need to define these policies. (See blogger’s Links of Interest near the bottom of the page)

2. (To Alberto Apollaro, Argentina ) Have you had 10 journals that have gone through the review process? Not yet. We are in the information stage with the journals. But there are journals interested in this? Yes. Comment from attendees: Libraries have lost a lot of their power, but with technologies, they are gaining new popularity. The universities are very fond of PKP software. I assume SciELO was a digital library and not a publishing agent. Sely: Yes. We think not all our publications will be in SciELO, so we need to create another collection. In the end, we need to create a bridge between SciELO and this website.

3. Sely, how do you work with your University Press, because it sounds like there could be some synergies there. (Answer summarized) We just changed our administrator. I offered to create a digital journal. He is concerned about losing subscribers. I need to talk to him about this. We have 6 or 7 African countries who speak Portugese, so if we can have these journals available for access, it is great for our university. We have Master’s dissertations that have had many, many downloads. I am a researcher and a librarian and I know what a researcher needs from the library. PKP has really helped me.

4. How do you see this playing out at other university libraries in Brazil? There are already some libraries doing it. I call myself the Open Access Evangelist. I feel so good that I have been able to influence people in my country.

Links of Interest:

CONICET is the Argentinian government agency established to organize and direct research that is publicly funded.

CONICET also has been listed on an open source portfolio (OSP) site, called OpenEd Practices, that uses SAKAI, an environment that complements the OSP software. No contributions appear from CONICET to date.

SciELO is a scientific, electronic, online library containing selected Brazilian journals.

Presenters:

• Heidi Drasbek Martinussen, System Librarian, Technical University of Denmark
• Helle Damgaard Andersen, Webmaster, IT Department for Library and Web, Copenhagen Business School
• Kirsten Suhr Jacobsen, Conference Consultant, Copenhagen Business School Library

(From left to right: Helle Damgaard Andersen, Heidi Drasbek Martinussen, Kirsten Suhr Jacobsen)

Time: 2:30-3:30 pm, July 9th, 2009

Place: SFU Harbour Centre, Earl & Jennie Lohn Room 7000

Abstract

2008 Paper (.pdf, in Danish)

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Session Overview

Beginnings

Denmark’s Electronic Research Library (DEFF) began a project in 2008 to review twenty open source and proprietary conference management systems and to test out the three that were best suited for research libraries (i.e. includes functionalities such as registration/payment, review process, etc.) This project was carried out collaboratively by the Technical University of Denmark (DTU), Aalborg University, and Copenhagen Business School (CBS); each institution was to test out seven systems, respectively.

The following diagram represents the various characteristics of the systems, such as those that only support review or registration/payment functionalities, as well as pricing – red denotes that the system was VERY EXPENSIVE.

(source)

Following the preliminary testing stages, the three institutions each chose one of their seven conference management systems, and carried out pilot projects on the selected system:

1) Proceedings Central tested by Aalborg University

Proceedings Central (now ScholarOne Proceedings) was a proprietary system developed by Thomson Reuters. While it had many benefits, its major downfall was that it was expensive and only supported review functionalities, much more like the Open Journal Systems (OJS) publication system. In addition, it was frustrating to use outside of North America because the system was configured to follow US time only.

2) Indico tested by the Technical University of Denmark

The Technical University of Denmark (DTU) has been using the Indico system for several years now. It is an open source system that was originally developed by the European Organization for Nuclear Research (CERN) and supported by the European Union. Its greatest advantage is that it makes registration very easy– setting up registration forms can take as little as half an hour. The major challenge with Indico is that the system is not aesthetically pleasing, but they are currently working on developing a better looking version that is expected to be available in the fall. The presenters likened Indico to the ‘little brother’ of Open Conference Systems (OCS) as its functions are very comparable to the latter.

3) Open Conference System (OCS) tested by the Copenhagen Business School

The Open Conference System (OCS) was developed from OJS system and thus has inherited characteristics that are not always best suited for the needs of a conference management system. An example of this is that it is difficult to set up individual conferences– they must be set up as annual conferences.

Conclusions

While there are still many items on the presenters’ wish-list for OCS, the system seems to be the best so far in terms of designs, the building of the conference site, and multilingual support. It also has a large community of users behind it, and includes a wiki, as well as a support and user discussion forum.

Future Directions – a further look into the systems

The goal for the current project is to have DTU run fourteen conferences with Indico in 2009, and CBS run seven conferences with OCS to further develop and examine the respective systems. DTU and CBS also hope to collaboratively develop a ‘light’ version of OCS, that has fewer functions to better:

• provide for a quick set up for registration,
• support a conference that already has its own webpage, but requires payment and review functions,

The Role of the Library

The presenters also highlighted the role of the library in relation to the use of conference management systems. The library can serve as technical/user support, act as a central solution and housing for conferences, as well as provide payment system integration so that users are not limited to using PayPal.

Questions

Comment: Fantastic work. It is exciting to see someone to push forward OCS. Major problem with both OJS is that everyone is going in different directions. The more institutions pick up OCS, the more polish and fine-tuning it is going to get. Good to get feedback. This is the advantage to open source– this is how the software improves! And an obvious sign that the community works effectively.

Question: What is the volume for abstracts, attendees, etc. (that is provided by OCS)? Answer: Very wide range.

Question: How did you come down to deciding on Indico and OCS? Did you use a checklist for all the technical requirements for the 20 systems? Answer: Yes.

Question: Is there any proprietary system that has similar functional abilities of OCS and at reasonable price range? Answer: It is very difficult to get prices out of proprietary systems and functionality is usually very unclear-“this system does it all” seems to be the standard response.

References

Martinussen, H., Damgaard, H., Jacobsen, K., & Pedersen, J. (2008). Nye veje for forskningsbibliotekerne? conference management systems. DF Revy, 31(8), 21-23.

Related Links

• Denmark’s Electronic Research Library (DEFF)
• Technical University of Denmark (DTU)
• Aalborg University
• Copenhagen Business School (CBS)
• Open Conference System (OCS)
• Open Journal Systems (OJS)
• European Organization for Nuclear Research (CERN)

Date: July 9, 2009

Presenters: Astrid van Wesenbeeck and Martin van Luijt – Utrecht University

Photo taken at PKP 2009, with permission

Astrid van Wesenbeeck is Publishing Advisor for Igitur, Utrecht University Library
Martin van Luijt is the Head of Innovation and Development, Utrecht University Library

Abstract

Presentation:

Powerpoint presentation used with permission of Martin van Luijt

Quote: “We always want to work with our clients. The contributions from our users are very important to us.”

Session Overview

The University Library is 425 years old this year. While they are not scientists or students, they have a mission to provide services that meet the needs of their clients. Omega-integrated searches bring in all metadata and indexes it from publishers and open access areas.

Features discussed included the institutional repository, digitization and journals [mostly open and digital, total about 10 000 digitized archives].

Virtual Knowledge Centers [see related link below]

– this is the area of their most recent work
– shifts knowledge sharing from library to centers
– see slides of this presentation for more detail

The Problem They Saw:

We all have open access repositories now. How do you find what you need? There are too many repositories for a researcher to find information.

The Scenario

They chose to address this problem by targeting the needs of a specific group of users. The motivation – a one-stop shop for users and increased visibility for scientists.

The Solution:

Build an open-access subject repository, targeted at veterinarians,  containing the content of at least 5 high-profile veterinarian institutions and meeting other selected standards.

It was organized by cooperating to create a project board and a project team consisting of knowledge specialists and other essential people. The user interface was shaped by the users.

Their Findings:

Searching was not sufficient, the repository content, to use his word, “Ouch!” Metadata quality varied wildly, relevant material was not discernible, non-accessible content existed and there were low quantities in repositories.

Ingredients Needed:

A harvester to fetch content from open archives.

Ingredients Needed 2:

Fetch more content from many more archives, filter it and put it into records and entries through a harvester, then normalize each archive, and put it through a 2000+ keyword filter. This resulted in 700,000+ objects.

Ingredients 3:

Use the harvester, filter it and develop a search engine and finally, a user interface.

Problem: The users wanted a search history and pushed them into dreaming up a way of doing that without a login. As designers, they did not want or need that login, but at first saw no way around a login in order to connect the history to the user. Further discussion revealed that the users did not have a problem with a system where the history did not follow them from computer to computer. A surprise to the designers, but it allowed for a login-free system.

Results: Much better research. Connected Repositories: Cornell, DOAJ, Glasgow, Ugitur, etc.

Workshop Discussion and Questions:

1. How do you design an intelligent filter for searches? [gentleman also working to design a similar search engine] Re-harvesting occurs every night with the PKP harvester rerunning objects through the filter. Incremental harvests are quick. Full harvests take a long time, a couple weeks, so they try not to do them.

2. Do you use the PKP harvester and normalization tools in PKP? We started, but found that we needed to do more and produced a tool outside the harvester.

3. <Question not heard> It was the goal to find more partners to build the tool and its features. We failed. In the evaluation phase, we will decide if this is the right moment to roll out this tool. From a technical viewpoint, it is too early. We may need 1 to 2 years to fill the repositories. If you are interested in starting your own, we would be delighted to talk to you.

4. I’m interested in developing a journal. Of all your repositories, do you use persistent identifiers? How do I know that years down the road I will still find these things? Is anyone interested in developing image repositories? There is a Netherlands initiative to build a repository with persistent identifiers. What about image repositories? No. There are image platforms.

5. Attendee comment: I’m from the UK. If valuable, we’ll have to fight to protect these systems because of budget cuts and the publishers fighting. So, to keep value, we’ll have to convince government about it.

Related Links:

OAI6 talk in Virtulal Knowledge Centers

University Library at Utrecht

Online Journal

Open access interview

http://www.igitur.nl

http://www.darenet.nl

http://www.surf.nl

http://www.openarchives.org

NARCIS, a dutch repository of theses

First Monday article

Posted by Jim Batchelor, time, date