sherpa services and publishers sherpa services and publishers meeting 22 may 2014 bill hubbard...
TRANSCRIPT
SHERPA Services and Publishers
SHERPA Services and Publishers Meeting22 May 2014Bill Hubbard
Director, Centre for Research Communications
Outline
• Welcome, introductions, agenda (13.10-13.25) • Overview of RoMEO – structure and operation (13:25 –
13:55)
• Discussion and questions (13:55 – 14:30)
• Break (14:30 – 14:40)
• Discussion (14:40 – 16:00)– How can RoMEO help Publishers – What RoMEO needs from Publishers – Working together
• AOB
SHERPA Services
• RoMEO• JULIET• OpenDOAR• FACT• . . . and others in development . . .
SHERPA Services - relationships
Journals DBRoMEO
Publishers’OA policies
JULIETFunders’
OA mandates
FACTJournals’ compliance
with funders’ OA requirements
Overview of RoMEO
• Structure• Operation
- Information work flows- IN- MAINTAIN- OUT
Structure
RoMEOUser
author researcher
repository staff
Publisher Policy
Publisher Policy
Publisher Policy
Publisher Policy
Publisher Policy
Gather Analyse
Standardise Simplify
ClarifyAllow comparison
Raise ambiguity and inclarity
Structure
Publisher P
Journal A
Journal B
Journal C
Journal D
Policy X
• Publisher, Policy, Journal
Publisher P
Journal A
Journal B
Journal C
Journal D
Policy X
Publisher P
Journal E
Journal F
Journal G
Journal H
Policy Y
Publisher P
Journal I
Journal J
Journal K
Journal L
Policy Z
Structure
Operation
• Gather• Analyse • Standardise• Simplify• Clarify• Allow comparison• Raise ambiguity and inclarity
Information work flows - IN
• Extensive initial survey to get data in• Now over 80% of policy additions community
suggested• Close links with Universities and academic
community (UK and global)• Online Community at the heart of our
business model
Operation
• Simplified policy acquisition workflow
Suggested additions/updatesAuthors Librarians Publishers
Buffer
Find policy documentsPolicy CTA Guide Etc.
Clear andComplete?
Contact thepublisher
RoMEO
Yes
No
RoMEO Policy Input Form
http://www.sherpa.ac.uk/romeo/policyform.php
Information Workflow - MAINTAIN
• Constant review of data• Pick 5 publishers at random; Download all journals in RoMEO
for each publisher; check accuracy of journal against publisher policy; repeat until error rate is reduced to zero
• Top 20 Publishers - Policy watch
• User community alerts• inaccuracies, policy change alerts
• Weekly • meetings to review updates and review of additions
• Procedures in place for escalation and sign off
Top 20 Watch
Springer - Elsevier - Wiley - Routledge - SAGE - Taylor & Francis - De Gruyter Open - Cambridge University Press - Inderscience - Emerald - Oxford University Press - Lippincott - Williams and Wilkins - BioMed Central - De Gruyter - MAIK Nauka/Interperiodica - MedKnow Publications - Informa Healthcare - Elsevier Masson - Rodopi - OMICS Publishing Group - IEEE - Maney Publishing - IGI Global - Dove Medical Press - MDPI - Elsevier Espana - IOS Press - SpringerOpen - Bentham - Nature
Information work flows - OUT
• Website– RoMEO gets over 25,000 + unique visits per week
• API– Our main users are via the API– Institutions have built our API’s into their CRIS
systems and IR software– Over 250,000 requests per day for RoMEO API
Summary
• Plugged into the needs of the Open Access and Institutional Repository community
• Established links with Universities and the global Academic community
• Online Community at the heart of our service model
• Engaged with commercial users• Getting Bigger – Growing
Summary
• One Database in a single location• Available to all, free, without registration• Worldwide coverage• Established international partnerships • Established global user base• Recognised brand • Trusted global voice
Complexity
• Each publisher may feel that their policy structure is clear, concise, readily available and only as complex as required for business
• Our volume of users and our feedback shows that users find bewildering complexity, ambiguity, lack of information and support
• How does this mismatch arise? Where is the difficulty for authors in using policy information?
Complexity of information
• Information missing from online policy pages• Policy spread over multiple pages• Multiple page policies unlinked• Multiple policy pages with the same information in
different words• Multiple policies, with minor variations, for individual
journals• Policies that are not written in standard or
necessarily clear to read language• Ambiguity and undefined differentiation
Complexity of policy structures
• Overriding policies of clients and associates• Special policies
– Subject areas– Specific to stellar titles
• Funder-specific variations• Availability of Paid OA or OA journal options• Copyright and Creative Commons licences• Fees and charges
Publisher (Policy)
Journals
All journals have the same policy
Publisher (Policy A)
Journals
Clients may have different policies
Client 1 (Policy B)
Client 2 (Policy C)
Publisher (Policy A)
Journals
Some journals are special cases
Client 1 (Policy B)
Client 2 (Policy C)
Journal Specific (Policy D)
Journal Specific(Policy E)
Publisher (Policy A)
JournalsSpecial policies by subject area
Client 1 (Policy B)
Client 2 (Policy C)
Journal Specific (Policy E)
STM Titles (Policy F)
SSH Titles (Policy G)
Journal Specific(Policy H)
Journal Specific (Policy D)
Client 3 (Policy D)
Publisher (Policy A)
JournalsSpecial policies according to funder mandates
Client 1 (Policy B)
Client 2 (Policy C)
Journal Specific (Policy E)
STM Titles (Policy F)
SSH Titles (Policy G)
Journal Specific(Policy H)
Journal Specific (Policy D)
Client 3 (Policy D)
Funder A Mandate (Policy I)
Funder B Mandate (Policy J)
Funder A Mandate (Policy I)
Funder B Mandate (Policy J)
Ideas to reduce complexity
• Reduce the number of policy documents and webpages• A single page per open access policy• The policies clearly written, ideally in plain language• Drive to reduce multiple policies• Clearly stated where minor changes are required• Inform RoMEO
– when policies change– of preferred contacts– respond to queries on interpretation
Discussion and questions
Break
Discussion
• How can RoMEO help Publishers?• What RoMEO needs from Publishers• Working together
How can RoMEO help Publishers?
• Embedded within OA community• Used and trusted by authors worldwide• Used and trusted by libraries worldwide• Collaborative online community is at our heart• Growing user base, with 25,000 plus visitors
weekly, all consulting RoMEO for information and guidance on your policies
What we need from Publishers
Information• Publisher Details• Journal Details • Open Access Policies
– Publishing– Archiving
Basic requirements
• Journals– Title and ISSN (print and/or online)– Applicable archiving policy– Applicable OA publication option
Basic requirements
• Archiving Policies– Archiving permitted?– Permitted repository types (if not all)– Embargo period (if any)– Copyright holder– Creative Commons licence(s)– Automatic archiving by the publisher?
• Where & when?
• For each of Publisher’s, Accepted and Submitted versions
Basic requirements
• Open Access Publication– OA journal, Paid OA (hybrid) option, or none– Creative Commons licence(s)– Charges & Fees– Automatic archiving by the publisher?
• Where & when?
Working together
• Visit your policy on RoMEO - let us know if it needs updating or correcting
• Inform us about policy changes• Alert us to any inaccuracies in information• Sign off entries• Give us a named contact to use when
confirming policy changes
Working together
• Discussion
Bill [email protected]
Centre for Research CommunicationsUniversity of Nottingham