Scholarly Books – DigitalKoans

"Market Sizing Update 2024: Has OA Hit a Peak?"

The data suggest that OA’s share of output has likely peaked in 2023.

Our earlier sneak peek at the market suggested it peaked at 49% of output in 2022, falling to 48% in 2023. Our latest data here suggests OA just peaked at 50% share in 2022-2023 and may fall a few percentage points in the coming years.

Results from our survey and anecdotal feedback suggest more of the same for 2024: large OA-only publishers are likely to see continued declines, while established publishers will see continued growth.

The market will consolidate further. Long-term OA growth is likely to be less that it has been – perhaps mid-to-high single digits – but with increasing shares going to the larger publishers.

https://deltathink.com/news-views-market-sizing-update-2024-has-oa-hit-a-peak/

Forthcoming: Publishing Beyond the Market: Open Access, Care, and the Commons

Publishing Beyond the Market argues that the move to open access should focus less on the free accessibility of research outputs and more on who controls the publications and infrastructures for scholarly communication. . . . Through critical engagement with the open access landscape, the book reveals the shortcomings of market-centric and policy-based approaches to open access book and journal publishing, particularly their tendency to reinforce conservatism, commercialism, and private control of publishing. . . .

It suggests that developing a commons-based, scholar-led publishing landscape through a series of presses that are each managed by working academics could offer a productive counterpoint to marketised systems of open access and subscription publishing. . . . By illustrating how these projects build towards a commons-based publishing future, and how they may complement other approaches to publishing within university presses and libraries, the book culminates in an argument for the infrastructures, policies, and forms of governance needed to nurture such a collective vision.

Samuel A. Moore [the author] is the Scholarly Communication Specialist at Cambridge University Libraries and a College Research Associate at King’s College Cambridge.

https://tinyurl.com/3wp4z5s5

"SPARC Releases Second Vendor Privacy Report Urging Action to Address Concerns with SpringerLink Data Privacy Practices"

SpringerLink provides a case study in the encroachment of the broader surveillance-based data brokering economy into academic systems. Among other findings, the report documents risks related to the 200 named third parties that are allowed to collect information from users of the site (along with what appear to be additional unlisted companies found only in our public website analysis). . . .

To fully understand how data may be used, librarians would need to read the 200 additional privacy policies from third parties that would likely stretch into the thousands of pages, a task complicated by numerous broken links to these policies at the time of publication.

https://tinyurl.com/wdkmha3z

Navigating Risk in Vendor Data Privacy Practices: An Analysis of Springer Nature’s SpringerLink

"Officially Launched! The New University-Based Publishing Futures Community Is Forming."

On Monday, September 30, the University Based Publishing Futures [UBPF] community officially launched with an open virtual meeting attended by 150 colleagues. UBPF is a new, multi-community coalition made up of the professionals who work at university presses, library publishers, and other academy-affiliated programs that support the infrastructure of scholarly publishing. The purpose of this “community of communities” is to share knowledge among university-based publishers and align our outreach and advocacy efforts for maximum impact. To learn more about this new community, watch the meeting recording, or visit the UBPF website on Knowledge Commons.

https://tinyurl.com/4b9eepr8

"Open Book Futures InfoHub Scoping Report"

One of the deliverables of Copim’s Open Book Futures project is to establish a ‘knowledge base’ (or equivalent) to provide comprehensive resources on alternative funding models and modes of publishing, acquiring and archiving open access books, alongside new training and guidance on archiving and preservation best practice. The deliverable states that we will (a) develop resources for stakeholders, (b) consolidate existing resources, (c) promote business models best practice, and (d) showcase project work on metadata, experimental publishing and archiving. By providing a comprehensive tool suite of resources we will accelerate outreach to libraries, publishers, academics and the wider public, to advocate for, advise on and encourage open access publishing and initiatives.

This scoping report is the first step in this process. Drawing on the myriad of resources we know exist (produced within and outside the OBF project), it presents an overview of existing assets and guidance for OA book publishing, a gap analysis, and our initial recommendations for the OBF working group to consider, all of which will be used to scope the direction and final format of the ‘knowledge base’.

https://tinyurl.com/2xv52u6b

"CDL Decision Round Two: The Good, the Bad, and the Ugly and Why There is Still Hope OR The Reports of CDL’s Death Have Been Greatly Exaggerated"

Let me be unequivocal: libraries do not need a license to loan books, whether physical or digital. Lending legally acquired books is not illegal. Libraries are entitled to share these works, with no obligation to enter into licensing agreements or contracts beforehand. Furthermore, libraries—and their patrons—are legally permitted to make various uses of these works, including interlibrary loan, reserves, preservation, and fair use, all without needing permission from rightsholders.

This is because various exceptions in the law, including Section 108 for Libraries and Archives, ad Section 109 known as the first sale doctrine. We know that Section 109 preserves the balance between rightsholders and libraries. When a library purchases a book, it has the right to loan that work freely, without requiring additional permissions or payments to the copyright holder. A digitized version of a legally acquired book simply replaces the physical copy, not an unpurchased one in the marketplace. Any “market harm” is already factored into the initial sale, for which both the authors and publishers have been compensated.

https://tinyurl.com/3exh96bu

"eBooks, Interlibrary Loan and an Uncertain Future"

Important advancements are underway, but ILL for ebooks is hampered by restrictive licensing models, resource sharing systems, and current practices. This study provides an environmental scan of the current acquisitions and ILL practices of academic libraries. This paper guides academic libraries through these conversations so that they can support the borrowing and lending of ebooks into the future.

https://doi.org/10.1080/0361526X.2024.2391735

Scholarly Publishing in the Humanities, 2000-2024: Marketing and Communications Challenges and Opportunities

This book explores the recent history and future directions of scholarly publishing in the humanities in the United States from a marketing and communications perspective. The study draws on statistical surveys and data from a multidude of sources in order to analyze the major challenges confronting the humanities in higher education as well as the opportunities for print and digital publication since 2000. Chapters cover all types of publishing from university to trade presses, libraries, national programs, and self publishing, and focuses on changes in higher education funding, the impact of disruptive technologies such as AI, and the importance of global markets in disseminating new research in the humanities.

https://tinyurl.com/25m3abwu

"Wiley and Oxford University Press Confirm AI Partnerships as Cambridge University Press Offers ‘Opt-In’"

Wiley and Oxford University Press (OUP) told The Bookseller they have confirmed AI partnerships, with the availability of opt-ins and remuneration for authors appearing to vary. . . .

Meanwhile, Cambridge University Press has said it is talking to authors about opt ins along with ‘fair remuneration’ before making any deals.

Hachette, HarperCollins, and Pan Macmillan have not made AI deals.

https://tinyurl.com/bdzax5sk

Achieving Global Open Access The Need for Scientific, Epistemic and Participatory Openness

Often assumed to be a self-evident good, OA has been subject to growing criticism for perpetuating global inequities and epistemic injustices. It has been seen as imposing exploitative business and publishing models and as exacerbating exclusionary research evaluation cultures and practices. [Stephen] Pinfield engages with these issues, recognising that the global OA debate is now not just about publishing business models and academic reward structures, but also about what constitutes valid and valuable knowledge, how we know, and who gets to say. The book argues that, for OA to deliver its potential, it first needs to be associated with ‘epistemic openness’, a wider and more inclusive understanding of what constitutes valid and valuable knowledge. It also needs to be accompanied by ‘participatory openness’, enabling contributions to knowledge from more diverse communities. Interacting with relevant theory and current practice, the book discusses the challenges in implementing these different forms of openness, the relationships between them, and their limits.

https://tinyurl.com/msn9k945

"Empowering Knowledge through AI: Open Scholarship Proactively Supporting Well Trained Generative AI"

Generative AI has taken the world by storm over the last few years, and the world of scholarly communications has not been immune to this. Most discussions in this area address how we can integrate these tools into our workflows, concerns about how researchers and students might misuse the technology or the unauthorised use of copyrighted work. This article argues for a novel viewpoint that librarians and publishers should be encouraging the use of their scholarly content in the training of AI algorithms. Inclusion of scholarly works would advance the reliability and accuracy of the information in training datasets and ensure that this content is included in new knowledge discovery platforms. The article also argues that inclusion can be achieved by improving linkage to content, and, by making sure that licences explicitly allow inclusion in AI training datasets, it advocates for a more collaborative approach to shaping the future of the information landscape in academia.

https://doi.org/10.1629/uksg.649

"Taylor & Francis Issues Expanded Guidance on AI Application for Authors, Editors and Reviewers "

Taylor & Francis has issued the latest iteration of its policy on the application of AI tools. The policy aims to promote ethical and transparent use of AI, while addressing the risks and challenges it can pose for research publishing.

From the policy:

Authors must clearly acknowledge within the article or book any use of Generative AI tools through a statement which includes: the full name of the tool used (with version number), how it was used, and the reason for use. For article submissions, this statement must be included in the Methods or Acknowledgments section. Book authors must disclose their intent to employ Generative AI tools at the earliest possible stage to their editorial contacts for approval — either at the proposal phase if known, or if necessary, during the manuscript writing phase. If approved, the book author must then include the statement in the preface or introduction of the book .

https://tinyurl.com/h3rfkynm

| Artificial Intelligence |
| Research Data Curation and Management Works |
| Digital Curation and Digital Preservation Works |
| Open Access Works |
| Digital Scholarship |

"NGLP [Next Generation Library Publishing] Awarded IMLS Funding to Move ‘From Pilot to Production’"

The Educopia Institute, in partnership with Open Weave Consulting, Inc., Cast Iron Coding, California Digital Library, Stratos, and Janeway, has been awarded $249,999 from the Institute of Museum and Library Services (IMLS) to expand digital infrastructure options for library publishing programs that are open source, community-led, and grounded in academic values.

The project, to be implemented with the University of Iowa Libraries, will advance existing Next Generation Library Publishing (NGLP) infrastructure and service models by delivering a production-ready version of its modular, open-source display layer, Meru, that rivals proprietary publishing solutions; migrating a pilot library publisher into the NGLP ecosystem; and producing a suite of replicable tools, resources, and workflows that will enable other library publishers to follow suit. The University of Iowa Libraries will collaborate with the NGLP team to build out a production-ready instance of Meru that showcases its full publication portfolio.

https://tinyurl.com/6ajbmux8

"Towards Conversational Discovery: New Discovery Applications for Scholarly Information in the Era of Generative Artificial Intelligence "

Here, we. . . discuss how GenAI is moving us towards conversational discovery and what this might mean for publishing, as well as potential future trends in information discovery.

AI-powered features include natural language search, concise summaries, and synthesis of research. . . .

It [Scopus AI] has the ability to use keywords from research abstracts to generate concept maps for each query. Dimensions Assistant offers well-structured explanations. . . researchers can receive notifications each time content is generated . . . .

There are two types of AI/GenAI powered discovery systems: AI+ refers to native applications which can only be built based on GenAI (such as Chat GPT and Perplexity.ai), while +AI means AI/GenAI can be integrated to improve existing discovery tools and search engines such as Google and Bing.

https://tinyurl.com/53chtzu7

"Stronger Together: Library-led Open Access Publishing in Scotland"

The purpose of this article is to look at library-led Open Access publishing initiatives across Scotland: particularly the Scottish Confederation of University and Research Libraries (SCURL) Open Hosting Shared Service and Scottish Universities Press (SUP). . . .

In 2018, the University of Edinburgh (UoE) submitted a proposal to SCURL, pitching the creation of a new shared service that would be governed by SCURL and provided by library staff at the University of Edinburgh. The aim of this shared service was to equip member institutions with a hosting solution to fulfil their Open Access publishing activities, with the development time charged to UoE. The fee for the shared service is at cost (currently £1,400 + VAT per year), and everything is reinvested, predominantly covering technical and staffing costs. All members meet four times a year to discuss the direction and growth of the shared service, ensuring it is very much a partnership and not just led by the University of Edinburgh.

The hosting solution is fulfilled by the use of Open Journals System (OJS) and Open Monograph Press (OMP). SCURL partners get their own installation of the required open-source software, and the staff at UoE complete the initial configuration of the site and customisation of the user interface. The fee is charged per installation. So, for example, a user pays one fee for OJS and can set up as many journals as they like. . . .

To finish, the shared service launched with three members and now has eleven, with more on the way. The members are:

Glasgow Caledonian University

Heriot Watt University

Queen Margaret University

Robert Gordon University

Royal Botanic Garden Edinburgh

Scottish Universities Press

Society of Antiquaries Scotland

St Andrews University

University of Edinburgh

University of Glasgow

The University of the Highlands and Islands

https://tinyurl.com/2vy7wp94

"More Readers in More Places: The Benefits of Open Access for Scholarly Books"

Open access to scholarly contents has grown substantially in recent years. This includes the number of books published open access online. However, there is limited study on how usage patterns (via downloads, citations and web visibility) of these books may differ from their closed counterparts. Such information is not only important for book publishers, but also for researchers in disciplines where books are the norm. This article reports on findings from comparing samples of books published by Springer Nature to shed light on differences in usage patterns across open access and closed books. The study includes a selection of 281 open access books and a sample of 3,653 closed books (drawn from 21,059 closed books using stratified random sampling). The books are stratified by combinations of book type, discipline and year of publication to enable likewise comparisons within each stratum and to maximize statistical power of the sample. The results show higher geographic diversity of usage, higher numbers of downloads and more citations for open access books across all strata. Importantly, open access books have increased access and usage for traditionally underserved populations.

https://doi.org/10.1629/uksg.558

"MIT Press releases Direct to Open (D2O) Impact Report"

The MIT Press announces the release of a report on its Direct to Open (D2O) program detailing the impact that it has had in its first three years. Launched in 2021, D2O is a sustainable framework for open access monographs that shifts publishing from a solely market-based, purchase model where individuals and libraries buy single eBooks, to a collaborative, library-supported open access model. . . .

To date, D2O has funded 240 books: 159 in the Humanities and Social Sciences (HSS), and 81 in Science, Technology, Engineering, Art/Design, and Mathematics (STEAM). The data show that, on average, open access HSS books in the program are used 3.75 times more and receive 21% more citations than their paywalled counterparts. Open access books in STEAM fields are used 2.67 times more and receive 15% more citations than their non-open counterparts, on average. . . .

At a time when average print runs for academic monographs are often in the low hundreds, books in the D2O program are reaching larger audiences online than ever before—averaging 3,061 downloads per title and bringing important scholarship to international audiences.

https://tinyurl.com/4cwet48f

"DIAMAS Report Investigating the Financial Sustainability of Institutional Publishers and Service Providers"

The report shows that although institutional publishers and service providers are diverse — in terms of their missions, sizes, services they provide and tasks they perform, access to funding options and the choices they make — they face similar challenges, such as the need for more financial resources, the lack of stability and permanence in personnel and the dependence on parent organizations. Along with public national or regional funders, parent organizations, which provide significant in-kind support (personnel, services), are the main local supporters of Diamond open access (OA).

https://tinyurl.com/ypnefum2

Ithaka S+R: "Generative AI and Scholarly Publishing: Announcing a New Research Project"

To help, Ithaka S+R is launching a new study of the strategic implications of generative AI for scholarly publishing, with support from STM Solutions and a group of its members. The following key questions will guide our inquiry:

Will generative AI be integrated into the existing goals, processes, and infrastructures for scholarly publishing? Or, does this represent a transformative technology that will require fundamental restructuring of those goals, processes, and infrastructures?

Could generative AI effectively render our current assumptions about the role and purpose of publishers obsolete? What new roles could publishers play in a radically transformed information environment?

Which potential transformations should publishers encourage, and which risks require immediate coordinated responses while the technology is still taking root in the sector?

What new kinds of shared technical and/or social infrastructure are needed to support the ethical adoption of generative AI in support of the goals of scholarship and scholarly publishing? What systems and structures will be necessary to balance the needs of authors, readers, rights holders, publishers, and aggregators?

https://tinyurl.com/2s432pfh

The Open Access Tracking Project Is Now 15 Years Old

Peter Suber has announced that the Open Access Tracking Project is now 15 years old. This project has made an invaluable contribution to the Open Access and Open Science movements. Readers are encouraged to considering joining it and posting new works of interest to it. Even occasional contributions are meaningful.

Here is a description of the project from its home page:

OATP is a crowd-sourced social-tagging project running on free software to capture news and comment on open access to research.

Its mission is (1) to create real-time alerts for OA-related news and comment, and (2) to organize knowledge of the field, by tag or subtopic, for easy searching and sharing.

OATP publishes a comprehensive primary feed of new OA developments, and hundreds of smaller secondary feeds on subtopics or subsets, for example, one feed for each project tag, one for each search, and one for each user-created boolean combination of its other feeds.

OATP runs on TagTeam, open-source software developed specifically for OATP and now available for open, tag-based research projects on any topic. See the OATP hub within TagTeam. TagTeam stores all OATP tag records for deduping, export, preservation, modification, and search. OATP started on Connotea and moved to TagTeam in September 2012.

Peter Suber launched OATP in April 2009, and wrote a full-length description of it in the SPARC Open Access Newsletter for May 2009. In mid-2011 OATP became part of the Harvard Open Access Project (HOAP).

https://tinyurl.com/m5ku5mxh

"Launch of UPLOpen.com: Revolutionizing Access to Open Knowledge and Empowering Global Sustainability Goals"

In an ambitious move to democratize access to scholarly knowledge and advance the United Nations Sustainable Development Goals (UN SDGs), the De Gruyter eBound Foundation is thrilled to unveil UPLOpen.com, a product of University Press Library Open (UPLO), an innovative website that curates high-quality, open access scholarship from the world’s leading university presses. . . .

At launch, UPLOpen.com proudly hosts more than 350 open access books from over thirty university presses, including two landmark collections: Luminos, from the University of California Press, and TOME (Toward an Open Monograph Ecosystem), a pilot project of the Association of American Universities (AAU), Association of Research Libraries (ARL), and Association of University Presses (AUPresses), which concluded in 2022 but continues to release new titles. By mid-2024, the number of titles hosted on UPLOpen.com is expected to exceed 2,500, with further plans for significant growth already in motion for 2025 and beyond.

https://tinyurl.com/5ftcmx2p

Open Access Press: "UCL [University College London] Press Downloads Hit 10 Million"

UCL Press’s pioneering Open Access (OA) programme spans many of the major academic disciplines, from history to philosophy and the sciences to anthropology. The Press has published 339 books that have been downloaded more than 8.7 million times, while its 14 journals have attracted more than 2.6 million downloads. . . .

Paul Ayris, Pro-Vice-Provost at UCL LCCOS (Library, Culture, Collections and Open Science), commented: "Started in 2015, UCL Press continues to get better and better. 10,000,000 downloads and consultations underline the transformative effect that Open Access can have, particularly in the OA monograph space. UCL is proud to be developing a sustainable model for institutional OA publishing in Europe."

https://tinyurl.com/ym76wmbh

"Towards a Books Data Commons for AI Training"

This white paper describes ways of building a books data commons: a responsibly designed, broadly accessible data set of digitized books to be used in training AI models. This report, written in partnership with Creative Commons and Proteus Strategies, is based on a series of workshops that brought together practitioners building AI models, legal and policy scholars, and experts working with collections of digitized books.

In the paper, we first explain why books matter for AI training and how broader access could be beneficial. We then summarize two tracks that might be considered for developing such a resource, highlighting existing projects that help foreground the potential challenges. One track relies on public domain and permissively licensed books, while the other depends on exceptions to copyright to enable training on in-copyright books. The report also presents several key design choices and next steps that could advance further development of this approach.

https://tinyurl.com/2fu47552

"Guest Post: FoSci — The Emerging Field of Forensic Scientometrics"

The complexity of maintaining research integrity is driving the development of a new disciplinary field dedicated to the study of research integrity forensics. Currently, efforts to uphold the integrity of scientific activities are dispersed across various stakeholders, including researchers, librarians, independent scholars, research institutions, journalists, government officials, funders, and lawyers. These efforts, while valuable, are often siloed within their respective disciplines, leading to a fragmented approach to addressing lapses in research integrity. By establishing a specialized field focused on the forensics of research integrity, we can foster a multidisciplinary collaboration that leverages the expertise of all relevant actors.

https://tinyurl.com/5b8t54eb

"Supporting Open Access Monographs: Penn State University Libraries’ Participation in the TOME Initiative"

In 2017, Penn State pledged to participate in the then newly established Toward an Open Monograph Ecosystem (TOME) Initiative. TOME was launched by the Association of American Universities (AAU), the Association of Research Libraries (ARL), and the Association of University Presses (AUPresses) as a five-year pilot with two main types of participants: colleges and universities and university presses. Penn State was one of the first universities to commit funds to participate in TOME, which was designed to support peer-reviewed, open access monographs in the humanities and social sciences. Each participating university committed $225,000 total for the five-year pilot, split out into $45,000 per academic year to support three grants of $15,000 per monograph. This number was established based on the recommendation from the Ithaka S+R Report "The Costs of Publishing Monographs."

https://doi.org/10.5860/crln.85.3.66