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."

Google Scholar Digitization Program

According to the article "Changes at Google Scholar: A Conversation with Anurag Acharya," Google Scholar has begun a small-scale, targeted journal digitization effort.

Here's a quote from the article:

Representing another effort to reach currently inaccessible content, Google Scholar now has its own digitization program. “It’s a small program,” said Acharya. “We mainly look for journals that would otherwise never get digitized. Under our proposal, we will digitize and host journal articles with the provision that they must be openly reachable in collaboration with publishers, fully downloadable, and fully readable. Once you get out of the U.S. and Western European space into the rest of the world, the opportunities to get and digitize research are very limited. They are often grateful for the help. It gives us the opportunity to get that country’s material or make that scholarly society more visible.”

Source: Quint, Barbara. "Changes at Google Scholar: A Conversation with Anurag Acharya." NewsBreaks 27 August 2007.

Interviews with Copyright and Other "Open" Activists from KRUU

KRUU has a series of digital audio interviews with copyright and other activists in the "open" movement. Here's a sample:

University of Minnesota Launches the Digital Conservancy

The University of Minnesota has launched its institutional repository, the Digital Conservancy. It utilizes DSpace.

Here's a description from the University Digital Conservancy FAQ page:

The University Digital Conservancy is a program of the University of Minnesota, administered by the University Libraries. The program provides stewardship, reliable long-term open access, and broad dissemination of the digital scholarly and administrative works of University of Minnesota faculty, departments, centers and offices. Materials in the Conservancy are freely available online to the University community and to the public.

Here are selected web pages about the Digital Conservancy:

Scholarly Electronic Publishing Weblog Update (8/22/07)

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.

Especially interesting are: "The Changing Landscape of Serials: Open Access Journals in the Public Catalog"; "DRIVER: Seven Items on a European Agenda for Digital Repositories"; "EThOSnet: Building a UK e-Theses Community"; "Incentivizing the Open Access Research Web Publication-Archiving, Data-Archiving and Scientometrics"; "Institutional Repositories and Their 'Other' Users: Usability Beyond Authors"; "Interoperability for the Discovery, Use, and Re-Use of Units of Scholarly Communication"; "Next-Generation Implications of Open Access"; "The PubMed Central Archive and the Back Issue Scanning Project"; and "The State of Scholarly Communications: An Environmental Scan of Emerging Issues, Pitfalls, and Possibilities."

For weekly updates about news articles, Weblog postings, and other resources related to digital culture (e.g., copyright, digital privacy, digital rights management, and Net neutrality), digital libraries, and scholarly electronic publishing, see the latest DigitalKoans Flashback posting.

Institutional Repositories: DOA?

Of late, an air of discouragement has begun to permeate discussions about institutional repositories. Of course, this is understandable. E-print deposit rates have been disappointing, deposit mandates hard to come by, and real operational costs have been higher than some imagined.

Are institutional repositories dead on arrival?

The answer is determined by our expectations.

If we expect swift, easy, rapid progress with university administrators and faculty enthusiastically rallying behind institutional repositories, the answer is "yes." The thrill of putting up the repository software and seeing the initial inflow of e-prints is, for many, gone; the experiment has failed; and it's time to cut our losses and move on.

On the other hand, if we expect that the establishment of fully functional institutional repositories will be a complex, lengthy, and expensive venture, we are on target, and remarkable progress has been made worldwide in a short period of time.

I'm in the latter camp. I cannot say this enough: successful institutional repositories are not primarily determined by technical factors, rather they are determined by attitudinal factors. In other words, faculty, especially key faculty such as holders of endowed chairs and journal editors, and university administrators, especially provosts and presidents, must be convinced that institutional repositories are essential infrastructure for the 21st century. For the most part, the argument rests on the scholarly communication crisis theme, with institutional repositories portrayed as part of the remedy. However, institutional prestige, institutional visibility, and improved citation impact factors are important themes as well. The successful, relentless communication of these themes to key constituencies is essential to the successful establishment of institutional repositories.

In my view, the best strategy for a institution without a repository is to start a vigorous scholarly communication outreach program first. The next best strategy is to do so in parallel with putting up an institutional repository. Next is to implement a scholarly communication program after the repository is up. The worst strategy is to put up a repository with no scholarly communication program—this is a recipe for failure.

So, chin up. It will take slow, steady effort to succeed, but it will be worth it in the end.

Look Out LexisNexis: Malamud Wants Free Access to Court Decisions

In a move that could change the $5 billion legal publishing marketplace, Carl Malamud, who established public.resource.org earlier this year, plans on making more than ten million court decisions freely available on the Internet.

Here's an excerpt from "A Quest to Get More Court Rulings Online, and Free":

Mr. Malamud has a significant track record in battling publishers over public information. In 1994 he began a crusade that ultimately persuaded the federal government to make records from the Securities and Exchange Commission and the Patent and Trademark Office available online to the public at no cost.

He said the free availability of that digital information did not undercut the businesses that were making money from the information at the time. . . .

The Public Resource effort is one of several attempts to make the nation's laws more accessible. One project, AltLaw (altlaw.org) is a joint effort by Columbia Law School’s Program on Law and Technology and the Silicon Flatirons program at the University of Colorado Law School to permit free full-text searches of the last decade of federal appellate and Supreme Court opinions.

Source: Markoff, John. "A Quest to Get More Court Rulings Online, and Free." The New York Times, 20 August 2007, B6.

Athabasca University Establishes AU Press, an Open Access Publisher

Athabasca University has established AU Press, which will publish open access books, journals, and other digital publications.

Here's an excerpt from the press release:

AU Press, Canada’s first 21st century university press, is dedicated to disseminating knowledge emanating from scholarly research to a broad audience through open access digital media and in a variety of formats (e.g., journals, monographs, author podcasts).

Our publications are of the highest quality and are assessed by peer review; however, we are dedicated to working with emerging writers and researchers to promote success in scholarly publishing.

Our geographical focus is Canada, the West, and the Circumpolar North, and we are mandated to publish innovative and experimental works that challenge the limits of established canons, subjects and formats. Series under development in several subject areas will promote and contribute to specific academic disciplines, and we aim to revitalize neglected forms such as diary, memoir and oral history.

At AU Press, we also publish scholarly websites with a particular focus on distance education and e-learning, labour studies, Métis and Aboriginal studies, gender studies and the environment.

Portico Studying E-Book Preservation

Portico is launching a e-Book preservation study, which will last the rest of the year.

Here's an excerpt from the press release:

In response to several requests from publishers and libraries, Portico is conducting a study in order to assess how to extend its archival infrastructure and service to respond to the emerging need to preserve e-books. During the study we will analyze the structure and preservation needs of e-books and determine what adjustments to Portico's existing, operational and technological infrastructure and the economic model developed to support e-journal preservation might be required in order to respond to this new genre. Portico's e-journal archiving service was developed through a pilot project that drew heavily upon engagement with publisher and library pilot participants. We anticipate that a similar process will be essential in understanding how best to respond to the challenges of e-book preservation. . . .

The current participants in the E-Book Preservation study include:

Publishers

  • American Math Society
  • Elsevier
  • Morgan Claypool
  • Taylor and Francis

Libraries

  • Case Western Reserve University
  • Cornell University Library
  • McGill University
  • SOLINET
  • Texas University Libraries
  • University College of London
  • Yale University Library

Institutional Repositories: Staff and Skills Requirements

SHEPRA has released Institutional Repositories: Staff and Skills Requirements.

Here’s an excerpt from the document:

This document began in response to requests received by the core SHERPA team for examples of job descriptions for repository posts. Its development has been greatly assisted by contributions from the SHERPA partners and UKCORR members.

This document will be revised annually (July/August) to reflect changing needs and requirements. Input from the repository community will be sought at this time.