Cyberscholarship Report

The School of Information Sciences at the University of Pittsburgh has released The Future of Scholarly Communication: Building the Infrastructure for Cyberscholarship. Report of a Workshop Held in Phoenix, Arizona, April 17 to 19, 2007, Sponsored by the National Science Foundation and the Joint Information Systems Committee.

Here's an excerpt from the "Summary of Conclusions and Recommendations" section:

  • The widespread availability of digital content is creating opportunities for new forms of research and scholarship that are qualitatively different from the traditional way of using academic publications and research data. We call this "cyberscholarship". . . .
  • The widespread availability of content in digital formats provides an infrastructure for novel forms of research. To support cyberscholarship it must be captured, managed, and preserved in ways that are significantly different from conventional methods. . . .
  • Development of the infrastructure requires coordination at a national and international level. . . . In the United States, since there is no single agency with this mission, we recommend a coordinating committee of the appropriate federal agencies. . . .
  • Development of the content infrastructure requires a blend of research – both discipline-specific and in the enabling computer science – and implementation. . . .
  • We propose a seven year timetable for implementation of the infrastructure. The first three years will emphasize a set of prototypes, followed by implementation of a coordinated group of systems and services.

Open Access Documentary Project Grant

The Open Society Institute has given BioMed Central and Intelligent Television a grant to fund the Open Access Documentary Project.

Here's an excerpt from the press release:

The Open Society Institute has awarded a grant to support the production and distribution of the Open Access Documentary Project, a collection of online videos celebrating the benefits of open access to scientific and medical research. Intelligent Television and BioMed Central are co-producers of the Project.

The Open Access Documentary Project will facilitate the ongoing work of BioMed Central and Intelligent Television in promoting open access to science and medicine in fields as diverse as malaria research and particle physics.

The producers are now assembling an international editorial board and contacting institutions that hold archival and production resources that will be vital to the project. Principal production has begun in London, New York, and at CERN in Geneva, featuring video interviews with publishers and consumers of scientific and medical information in the developed and developing world—and with other stakeholders in open access including foundations, government agencies, and the media.

Contact the Senate Now to Support the NIH Public Access Policy Mandate

If you are a U.S. citizen, now is the time to contact your Senators if you want to support the NIH open access mandate.

You can easily contact your senators using the ALA Action Alert Web form with my cut-and-paste version of ALA/ATA text or you can use the same form to write your own text.

If you want to write your own message, Peter Suber has gathered together key documents for talking points. If you use my cut-and-paste text, add a few sentences at the start of the text to personalize it.

Here's what Peter Suber has to say about the Senate fight:

This year is our best chance ever to win an OA mandate at the NIH. But the opposition from the publishing lobby is fierce. Remember that the AAP/PSP has launched PRISM, the behemoth Copyright Alliance has weighed in, and Elsevier has hired an extra lobbying firm. If you're a US citizen, please do what you can: contact your Senators and spread the word.

Version 69, Scholarly Electronic Publishing Bibliography

Version 69 of the Scholarly Electronic Publishing Bibliography is now available from Digital Scholarship. This selective bibliography presents over 3,120 articles, books, and other digital and printed sources that are useful in understanding scholarly electronic publishing efforts on the Internet.

The Scholarly Electronic Publishing Bibliography: 2006 Annual Edition is also available from Digital Scholarship. Annual editions of the Scholarly Electronic Publishing Bibliography are PDF files designed for printing.

The bibliography has the following sections (revised sections are in italics):

1 Economic Issues
2 Electronic Books and Texts
2.1 Case Studies and History
2.2 General Works
2.3 Library Issues
3 Electronic Serials
3.1 Case Studies and History
3.2 Critiques
3.3 Electronic Distribution of Printed Journals
3.4 General Works
3.5 Library Issues
3.6 Research
4 General Works
5 Legal Issues
5.1 Intellectual Property Rights
5.2 License Agreements
6 Library Issues
6.1 Cataloging, Identifiers, Linking, and Metadata
6.2 Digital Libraries
6.3 General Works
6.4 Information Integrity and Preservation
7 New Publishing Models
8 Publisher Issues
8.1 Digital Rights Management
9 Repositories, E-Prints, and OAI
Appendix A. Related Bibliographies
Appendix B. About the Author
Appendix C. SEPB Use Statistics

Scholarly Electronic Publishing Resources includes the following sections:

Cataloging, Identifiers, Linking, and Metadata
Digital Libraries
Electronic Books and Texts
Electronic Serials
General Electronic Publishing
Images
Legal
Preservation
Publishers
Repositories, E-Prints, and OAI
SGML and Related Standards

Here's Some Advice That Won't Cost the AAP $500K

After the PRISM fiasco, it may be time for the Association of American Publishers to consider a new initiative: CIA (Change Instead of Annihilation).

CIA would have a single goal: to develop new business strategies so that AAP members could survive and thrive in a scholarly communication system where open access prevails. The AAP doesn't have to embrace open access to launch CIA—CIA can be a contingency plan. However, CIA will fail if its participants do not take the underlying premise that open access can succeed seriously, and CIA will require intense brainstorming that lets go of long-held beliefs about conventional publishing models.

To that end, why not let the barbarians at the gate in and have lunch? Who better to bring fresh perspectives than open access advocates? After all, open advocates are not generally anti-publisher—they just want to change publishing models to support open access. If Elsevier, Wiley, and others can do it, so be it.

It may sound crazy, but ask yourself this: Who do you want to be if open access gains enough momentum to trigger the collapse of conventional publishing models, the guy with a plan or the guy without a plan? It looks to me like Elsevier is starting to think outside of the box with initiatives such as OncologySTAT and Scirus, and Elsevier has always been a tough, smart competitor in the publishing marketplace. If the day of reckoning comes, how far behind Elsevier do you want to be?

Which brings us to why the AAP may never do CIA. Having an open access plan is a competitive advantage, and publishers may not want to share that advantage. But, that doesn't mean they can't have their own internal planning process, even if it's clandestine.

So, is it time to dance with the devil?

The Dezenhall Proposal: What Would $300K to $500K Buy the AAP?

The leaked text of Eric Dezenhall's anti-open-access proposal to the Association of American Publishers has been made available as part of a NewScientist article by Jim Giles, who broke the Dezenhall story in January.

This is a must read for those interested in open access issues.

Source: Suber Peter. "Background on the AAP Hiring of Eric Dezenhall." Open Access News, 20 September 2007.

National E-Books Observatory Project Studies Free E-Book Use

The JISC National E-Books Observatory Project has begun an in-depth study of the use of free e-books.

Here's an excerpt from the weblog posting:

JISC has funded a collection of e-books that will be freely available to students in all UK universities.

The aim of the JISC national e-books observatory project is to gather much needed evidence:

  • Evidence for publishers about the impact of e-books on traditional print sales to students
  • Evidence for publishers about how to create exciting e-books that will engage the digital native
  • Evidence for publishers and libraries about the pricing models for the future
  • Evidence for libraries about how to promote the use of e-books

The e-books, chosen, include some of the most popular texts in Business and Management Studies, Medicine, Engineering and Media Studies.

JISC is funding CIBER to study just what happens when these books are freely available to students. How will they find them? Will they use them? Will the e-books impact on their learning? Will medical students behave differently to Media Studies students? Will the Business and Management students stop buying from the bookshops? Will Engineering students use the e-books more or less than the other groups?

Publishers are collaborating by providing these e-books via Ingram Digital Group’s MyiLibrary platform and the Books@Ovid platform. Funding by JISC enables these publishers to experiment in a managed environment and mitigates any risk of revenue loss.

SPARC Consulting Group’s Latest Member: Greg Tananbaum

Greg Tananbaum, former President of The Berkeley Electronic Press, has joined the SPARC Consulting Group.

Here’s an excerpt from the press release:

Tananbaum is best known for his leadership as recent President of The Berkeley Electronic Press, though also for writing a regular column on emerging developments in scholarly communication for Against the Grain and for his work as past Director of Product Marketing for EndNote. He holds a Master’s Degree from the London School of Economics and a B.A. from Yale University. Since leaving The Berkeley Electronic Press in 2006, Tananbaum has offered a range of consulting services at the intersection of technology, content, and academia.

Wiley Reports Strong First Quarter Growth

Boosted by its acquisition of Blackwell, John Wiley & Sons, Inc. reported strong earnings growth in the first quarter.

Here's an excerpt from the press release:

John Wiley & Sons, Inc. (NYSE:JWa) (NYSE:JWb) announced today that revenue for the first quarter of fiscal year 2008 of $389 million increased 48% from $263 million in the previous year, including $116 million of revenue from Blackwell Publishing Ltd. (Blackwell), which Wiley acquired on February 2, 2007. Revenue excluding Blackwell increased 3% over last year's strong first quarter to $273 million, or 2% excluding favorable foreign exchange. . . .

U.S. STM revenue of $56 million was flat with the previous year's first quarter mainly due to the timing of journal, book and backfile releases. In addition to healthy journal license renewals, several new Enhanced Access Licenses were signed by academic and corporate customers around the world. Direct contribution to profit as a percent of revenue declined in the first quarter mainly due to the flat top-line results. Excluding Blackwell, global STM revenue was up 4%, including the favorable effect of foreign exchange. . . .

During the first quarter, U.S. STM signed several new, renewed, and extended contracts with societies to publish their journals, including a multi-year agreement with the American Association of Anatomists, with whom Wiley already partners, to publish Anatomical Sciences Education; the International Society for Autism Research to publish Autism Research; and the International Union of Biochemistry and Molecular Biology (IUBMB) to publish IUBMB Life. . . .

According to the Thomson ISI® 2006 ISI Journal Citation Reports, Wiley and Blackwell combined now publish more journals in the Social Science Citation Index than any other publisher. A third of these titles experienced significant increases in impact factors, more than any other publisher.

Cut-and-Paste NIH Public Access Policy Message to Senate Updated

I've updated the cut-and-paste text on the Contact the Senate about the NIH Public Access Policy page to include mention of and a link to the ALA/ARL/SPARC "Mandatory Public Access to Federally Funded Research Does Not Violate Copyright Obligations" statement.

You can use the cut-and-paste text in the linked ALA Contact Your Senators in Support of Open Access Web form, which will allow you to easily e-mail your senators by entering your Zip Code.

Contact the Senate about the NIH Public Access Policy by 9/28/07

The Alliance for Taxpayer Access, whose membership includes major library associations, has issued a new call to action about the NIH Public Access Policy that urges interested parties to contact their Senators by Friday, September 28, 2007. You can easily contact your senators using the ALA Action Alert Web form with my cut-and-paste version of ALA/ATA text or you can fax your Senators using the fax numbers in the press release (use the below link to get to the full press release)

Here's an excerpt from the press release:

As the Senate considers Appropriations measures for the 2008 fiscal year this fall, please take a moment to remind your Senators of your strong support for public access to publicly funded research and – specifically – ensuring the success of the National Institutes of Health (NIH) Public Access Policy by making deposit mandatory for researchers.

Earlier this summer, the House of Representatives passed legislation with language that directs the NIH to make this change (http://www.taxpayeraccess.org/media/release07-0720.html). The Senate Appropriations Committee approved a similar measure (http://www.taxpayeraccess.org/media/release07-0628.html). Now, as the Appropriations process moves forward, it is critically important that our Senators are reminded of the breadth and depth of support for enhanced public access to the results of NIH-funded research. Please take a moment to weigh in with your Senator now. . . .

Feel free to draw upon the following talking points:

  • American taxpayers are entitled to open access on the Internet to the peer-reviewed scientific articles on research funded by the U.S. government. Widespread access to the information contained in these articles is an essential, inseparable component of our nation's investment in science.
  • The Fiscal Year 2008 Labor/HHS Appropriations Bill reported out of committee contains language directing the National Institutes of Health (NIH) to change its Public Access Policy so that it requires NIH-funded researchers to deposit copies of agency-funded research articles into the National Library of Medicine’s online archive.
  • Over the more than two years since its implementation, the NIH's current voluntary policy has failed to achieve any of the agency's stated goals, attaining a deposit rate of less than 5% by individual researchers. A mandate is required to ensure deposit in NIH’s online archive of articles describing findings of all research funded by the agency.
  • We urge the Senate to support the inclusion of language put forth in the Labor/HHS Appropriations bill directing the NIH to implement a mandatory policy and ensuring free, timely access to all research articles stemming from NIH-funded research – without change – in any appropriate vehicle.

(We’ll be making additional resources for patient advocates – including the recording of our August 30 Web cast and specific talking points – available shortly as well.

Leslie Carr on What to Do with Dead Repositories

In his "Decommissioning Repositories" posting, EPrints guru Leslie Carr grapples with the issue of what to do with repositories that have served their purpose and that no one wants to maintain.

Here's an excerpt:

But now the party's over, there is no more funding, and none of the partner institutions has offered to keep the repository going in perpetuity. Not even the hosting institution or the ex-manager wants to keep their repositories going. We know that even if we don't turn them off their hosting hardware will fail in a few of years. That sounds like very bad news because a repository is supposed to be forever! Was it irresponsible to create these repositories in the first place? Should it be forbidden to create a public repository whose life is guaranteed to be less than a decade? Or perhaps that should be factored into the original policy-making—"this repository and all its contents are guaranteed up to 31st December 2017 but not after." If that were machine readable then the community could have decided whether they want to mirror the collection, or selected bits of it.

Source: Carr, Leslie. "Decommissioning Repositories." RepositoryMan, 10 September 2007.

A Closer Look at OncologySTAT: Elsevier's Version of Open Access?

In a prior posting, I discussed Elsevier's release of OncologySTAT. In this one, I'll take a closer look at the system.

It appears that OncologySTAT permits registration by any type of user. As noted previously, it gathers fairly detailed registration information.

Is it an open access system? Let's look at it from the point of view of Peter Suber's' Open Access Overview. The barrier of registration exists, but the system removes price barriers. Since it doesn't change the underlying copyright terms of the included journals, it doesn’t remove permission barriers. However, as Suber states:

While removing price barriers without removing permission barriers is not enough for full OA under the BBB definition [see this explanation], there's no doubt that price barriers constitute the bulk of the problem for which OA is the solution. Removing price barriers alone will give most OA proponents most of what they want and need.

Moreover, some major open access advocates, such as Stevan Harnad, argue that free access is sufficient.

How is OncologySTAT funded? Here's an excerpt from the About OncologySTAT page:

OncologySTAT is commercially supported by online advertising, sponsorship, and educational grants. Individual access to OncologySTAT is free, based on users registering with the site.

The Advertise page offers a more detailed description of advertising options:

OncologySTAT offers an array of online advertising and sponsorship opportunities including:

  • Run-of-Site Online Advertising
  • Targeted Online Advertising: Behavioral, Contextual or Keyword
  • E-Newsletters: OncologySTAT InfoBLAST weekly e-newsletter
  • 27 Cancer-Type Sponsorships (Breast, Lung, Prostate, etc)
  • Banners, Spotlights, Skyscrapers, Keyword Search
  • iPanels – Interactive expandable ad units
  • Section and Content Sponsorship (Video, Chemotherapy Regimens, Article Downloads, etc.)
  • MicroSites: custom branded content/advertorial
  • Interactive live and on-demand Webinars

Here's what Suber says about ways that open access journals can be funded (italics added):

OA journals pay their bills very much the way broadcast television and radio stations do: those with an interest in disseminating the content pay the production costs upfront so that access can be free of charge for everyone with the right equipment. Sometimes this means that journals have a subsidy from the hosting university or professional society. Sometimes it means that journals charge a processing fee on accepted articles, to be paid by the author or the author's sponsor (employer, funding agency). OA journals that charge processing fees usually waive them in cases of economic hardship. OA journals with institutional subsidies tend to charge no processing fees. OA journals can get by on lower subsidies or fees if they have income from other publications, advertising, priced add-ons, or auxiliary services.

OncologySTAT is unusual in that the journals it covers also remain available under free-based, restricted-use licenses and as print subscriptions. However, if anyone can obtain free access though registration, is this a significant issue or an artifact of an older business model?

It appears that OncologySTAT is a limited open access experiment embedded in a larger conventional fee-based, restricted-access publishing model.

It will be interesting to see how OncologySTAT affects library subscriptions to these expensive medical journals. Cancellation decisions will be influenced by how permanent OncologySTAT appears to be: it will be more tempting to cancel subscriptions if the system shifts into a more permanent mode. Since there appears to be no change in underlying digital preservation arrangements, cancellation decisions will also be affected by how strongly libraries are committed to the long-term access to and preservation of these journals vs. short-term access to them. An immediate, massive rush to cancellation doesn't seem highly probable, and consequently OncologySTAT is more likely to add revenue than subtract it.

Elsevier Experiments with Free, Ad-Sponsored Access for Oncologists

Reed Elsevier has launched OncologySTAT, which offers oncologists free access to its medical journals in exchange for registration. Users will also have access to summaries of relevant research published elsewhere. Elsevier plans to support the service with online ads and the sale of mailing lists.

Here's an excerpt from "A Medical Publisher’s Unusual Prescription: Online Ads":

. . . Reed Elsevier executives hope that OncologySTAT.com users will be an attractive target for advertisers, providing a model for an array of portals they could set up for health care professionals. Future sites may focus on specialties like neurology, psychiatry, cardiology and infectious diseases, company officials said. . . .

Monique Fayad, an Elsevier senior vice president, said the total online advertising market was growing “in double digits” and added, “We expect it will be a $1 billion opportunity within the next two years.” . . .

Source: Freudenheim, Milt. "A Medical Publisher’s Unusual Prescription: Online Ads" The New York Times, 10 September 2007, C1, C5.

Peter Murray-Rust Presentation on the Scientific E-Thesis

Peter Murray-Rust's presentation at Caltech on "The Power of the Scientific eThesis" is now available. (You may be asked to install an ActiveX control by MediaSite; you can run the presentation without it.)

Source: Smart, Laura J. "Peter Murray-Rust at Caltech." Repositories for the Rest of Us, 7 September 2007.

LIFE (Life Cycle Information for E-Literature) Project

LIFE (Life Cycle Information for E-Literature) is a joint, JISC-funded project of the University College London Library Services and the British Library that is investigating life cycle issues involved in collecting and preserving digital materials.

Here's an excerpt from the home page:

The LIFE Project has developed a methodology to model the digital lifecycle and calculate the costs of preserving digital information for the next 5, 10 or 100 years. For the first time, organisations can apply this process and plan effectively for the preservation of their digital collections.

Currently the LIFE Project is in its second phase ("LIFE2"), an 18 month project running from March 2007 to August 2008.

Documentation from the first and second phases of the project is available.

The project has just established a weblog.

67 Plagiarized Papers from Turkey Removed from arXiv

The arXiv archive has removed 67 plagiarized papers, which were written by 15 Turkish physicists. Questions about the physics expertise of two of the authors emerged during their oral dissertation defenses, and the investigation widened from there.

Source: “Turkish Professors Uncover Plagiarism in Papers Posted on Physics Server.” The Chronicle of Higher Education News Blog, 6 September 2007.

Scholarly Electronic Publishing Weblog Update (9/5/07)

The latest update of the Scholarly Electronic Publishing Weblog (SEPW) is now available, which provides information about new scholarly literature and resources related to scholarly electronic publishing, such as books, journal articles, magazine articles, technical reports, and white papers.

The Scholarly Electronic Publishing Weblog will now be published on the first Wednesday of each month unless otherwise noted.

Especially interesting are: "Collaboration: Paradigm of the Digital Cultural Content Environment," "Digital Object Identifiers and Their Use in Libraries," "'Doing Much More Than We Have So Far Attempted'," Faculty Attitudes and Behaviors Regarding Scholarly Communication: Survey Findings from the University of California, Institutional Repositories: Content and Culture in an Open Access Environment, "Online Information Drives Growth," Peer Review: The Challenges for the Humanities and Social Sciences, Unlocking the Potential through Creative Commons: An Industry Engagement and Action Agenda, and "Will Open Access Undermine Peer Review?"

PRISM Controversy Recap

While the Association of American Publishers' Partnership for Research Integrity in Science and Medicine (PRISM) initiative didn't get a warm welcome from library and open access bloggers, it certainly got a heated one.

Peter Suber has pointed out a few of the more incisive responses: "Andrew Leonard on PRISM," "Has PRISM Violated Copyright?," "John Blossom on PRISM," "More Comments on PRISM [1]," "More Comments on PRISM [2]," "More on PRISM [1]," "More on PRISM [2]," "More on PRISM [3]," "More on PRISM [4]," "Much More on PRISM," and "Stevan Harnad on PRISM." As usual, Suber's own analysis is one of the most cogent: "Publishers Launch an Anti-OA Lobbying Organization." Matt Hodgkinson's post, "PRISM Are Scum," offers another link roundup. Rick Anderson, a frequent critic of the open access movement, disclaimed any affiliation with PRISM in a 8/30/07 liblicense-l message after the organization included his "Open Access: Clear Benefits, Hidden Costs" paper in its In the News: Articles page.

Jonathan A. Eisen, an evolutionary biologist at the University of California at Davis, said the following in his "Calling for a Boycott of AAP—Association of American Publishers" posting:

I think academics and the public need to fight back against this attempt to mislead the public about the issues surrounding Open Access publishing. And one way to fight back is to recommend that the members of AAP drop out or request termination of the PRISM effort. So here is a list (see below for the full list) with links of the members of AAP. If you are involved or have connections to any of these groups, consider writing or calling them and suggesting they reconsider involvement in AAP. Look, for example at all the University presses. If they do not back out of PRISM we should consider launching a boycott of AAP members.

So far, no official PRISM response to this tsunami of criticism that I'm aware of.

Firefox Campus Edition Includes Zotero

The new Firefox Campus Edition incorporates Zotero from the Center for History and New Media at George Mason University.

Here's a description of Zotero from its About page:

Zotero is an easy-to-use yet powerful research tool that helps you gather, organize, and analyze sources (citations, full texts, web pages, images, and other objects), and lets you share the results of your research in a variety of ways. An extension to the popular open-source web browser Firefox, Zotero includes the best parts of older reference manager software (like EndNote)—the ability to store author, title, and publication fields and to export that information as formatted references—and the best parts of modern software and web applications (like iTunes and del.icio.us), such as the ability to interact, tag, and search in advanced ways. Zotero integrates tightly with online resources; it can sense when users are viewing a book, article, or other object on the web, and—on many major research and library sites—find and automatically save the full reference information for the item in the correct fields. Since it lives in the web browser, it can effortlessly transmit information to, and receive information from, other web services and applications; since it runs on one’s personal computer, it can also communicate with software running there (such as Microsoft Word). And it can be used offline as well (e.g., on a plane, in an archive without WiFi).

AltLaw.org Launch

The Columbia Law School and the University of Colorado Law School have launched AltLaw.org.

Here's a quote from the press release:

AltLaw.org contains nearly 170,000 decisions dating back to the early 1990s from the U.S. Supreme Court and Federal Appellate courts. The site’s creators, Columbia Law School’s Timothy Wu and Stuart Sierra, and University of Colorado Law School’s Paul Ohm, said the site’s database will grow over time. . . .

Wu said he envisions AltLaw.org being used by many groups—journalists, the public, lawyers who want to avoid the hundreds of dollars per hour in fees for proprietary law databases, and legal scholars who need quick and searchable access to cases at home or on the road. One of the assets to AltLaw.org’s design is that it is fast and simple to use, Wu said.

Ohm wrote the thousands of lines of code that download cases to AltLaw.org from more than a dozen court websites each night. He said the data comes from the courts themselves, and AltLaw.org is designed as an extremely open platform so that others can take the raw material and use it in various ways.

"This is what we call the 'law commons' part of the design," Ohm said. "The touchstone of AltLaw.org is openness, and this means that not only will users be able to search cases, but they'll also be able to make copies of all of the cases in our database to reuse or remix in any way that they'd like."