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WHATʼS DRIVING OPEN ACC
                        E                 SS?


                                           Dorothea Salo
                              Digital Repository Librarian
                      University of Wisconsin at Madison
               Texas Library Association / 13 April 2007
OA’s Big Bus
                          )
                    s (OA e,
               cces         in
          en-a         , onl of
    “Op is digital free                PEER-REVIEWED
literature rge, and ensing
         f cha t and lic uber
 free
       o
            pyrigh —Peter S              LITERATURE
 mo  st co s.”
        iction
  restr          Gray Literature
               are         OPEN DATA
                            01010101   1   0   1   0101   0   1   0   10101010

           ftw
       l So .0”
So cia b 2                   Fre e
     “ We                          C ul t u
            Digital Libraries               re
The green bus...
•“Self-archiving”
•Institutional and
  disciplinary repositories

•Depends...
 •On publisher permission, or...
 •Faculty paying attention to their rights, and...
 •Faculty making an effort
Texas on the green bus
More Texas green
TAMU and Manakin
The gold bus...

•Open-access publishing
•No subscription fees,
  no cost to access
 •Not necessarily “author pays”!
 •Grants, voluntary support, in-kind support,
   institutional support, advertising
 •Willinsky: “publishing cooperatives”
Who’s in the
driver’s seat?
Big-pig Publishers
•Spending big money on lobbyists
•Telling lies about OA
•Finding flacks to tell lies about OA
•Fighting a rearguard action
•Reluctantly: changing.
ow ow ow...
Gold OA Publishers

•Scrambling for start-up funds
•Living with the usual new-journal hassles
•Charging less than many toll journals!
•Making a splash with impact factors!
•Providing excellent service to authors
Faculty: the few
•Peter Suber
•Stevan Harnad
•Physics and computer science
•“Open Access Anthropology”
•Editorial revolts
•Faculty-senate initiatives
Faculty: the many
•Worried about their reputations
•Worried about their societies
•Don’t care about our problems
•Unaware how much they’re giving up
•Unwilling or unable to change their workflows
  (and we’re not helping much)
Funders
•Zero interest in limiting access
  to research they fund

•Money earns faculty attention!
•Private funders first to demand OA
 •Wellcome Trust (UK)
 •Gates Foundation (US)
•Tend to prefer green OA, but sometimes
  willing to fund gold
Government

•Major research funder!
•NIH open access plan
•Federal Research Public Access Act
  (FRPAA)

•NEH: OA means brownie points on grants
•GovDocs digitization activity
Libraries: under the hood
  • Building, staffing, and
    filling institutional
    repositories

  • Running presses and
    publishing-services
    outfits

  • Building support
    for OA, one faculty
    member at a time
Libraries: pushing the bus
•Filling IRs: slow going
•Educating faculty: even
  slower going

•Mandates: out of our control
•Where’s the money for us to help pay
  for gold OA?
So when the
rubber meets
  the road...
Serials librarians
•Call out overpriced toll-access journals
•Write green OA for your faculty
  into your serials contracts

•Actively collect OA journals
•Look into LOCKSS and Portico
•Consider allocating a piece of the
  serials pie to gold OA
E-reserves librarians
•Look for OA versions of articles. Call
  them out as OA on e-reserves pages.

•Faculty assigning their own articles?
  Ask them to self-archive.

•If OA turns out to save money,
  tell everyone!
Cataloguers
•Help out with the IR!
 •Authority control
 •Metadata for batch imports
•Put OA resources in your OPAC
 •OA journals
 •Digitized books
•Share MARC records for OA materials
Liaison and reference librarians
•Be informed about OA in your disciplines.
 •Know the gold journals (doaj.org)
 •Know where the gray literature is
 •Know the disciplinary repositories
 •Know what grant funders and societies are up to
•Tell your faculty about IRs and copyright
 •Encourage faculty to protect their copyrights
 •Push impact, preservation, convenience
 •No librarian jargon, please!
•Ears open for IR projects!
Systems librarians
•Think about open data issues
•Got IR? Why not? How about OJS?
•Develop for an open-source IR platform
•Get in on campus discussions of
  “research computing” and “learning
  object repositories”

•Get in on faculty workflows
Special-collections
     librarians
•Jump-start the local IR with your
  digitized collections.

•Got EAD? Why not?
•Steer your researchers to OA
  resources, and don’t be shy
  about pointing out they’re OA.
Administrative librarians
 •The bus is moving. Offer to help get
   your institution on-board.

 •Get a resolution on faculty copyright
   retention (à la MIT, California).

 •Support FRPAA.
 •Suggest programs.
  •IRs, ETDs
  •Publishing and copyright services
All academic librarians
•Read the SPARC Open Access Newsletter.
•Petition: publicaccesstoresearch.org
•Be an example! Protect your copyrights.
 •Self-archive in your IR, E-LIS, or DLIST.
 •Be a campus and legislative activist.
A real agreement
Each Work shall be a “work made for hire” and, as
such, [publisher] shall own all right, title and
interest in and to the Works including all copyrights
and other intellectual property rights therein and all
renewals and extensions thereof, in all formats and
media, whether now known or hereafter developed,
         blah blah blah...
throughout the world in perpetuity. To the extent any
of the Works are deemed not to be “works made for
hire,” you hereby assign to [publisher] all right, title
and interest in and to the Works, including all
copyrights and other intellectual property rights
therein and all renewals and extensions thereof,
throughout the world and in perpetuity. You waive
all moral rights you have in the Works.
Much better!
You hereby grant [publisher] (a) a worldwide, perpetual, royalty-
free right and license to use the Work, including all copyrights
and other intellectual property rights therein and all renewals
and extensions thereof, in all formats and media, whether now
known or hereafter developed, including without limitation to

            blah blah blah...
publish, display, perform, distribute, reproduce, digitize, transmit,
translate, modify and create derivative works of the Work for all
or any purposes including but not limited to advertising and
promotion; and (b) the right to assign or sublicense all or any of
the foregoing rights. You agree that the foregoing license shall be
exclusive until six (6) months following the publication of the
Work by [publisher] and non-exclusive thereafter.
Get in the driver’s seat!
Photo credits
http://flickr.com/photos/fotoninja/283190058/ (title slide; thanks to Adrian Overbury for Photoshop-fu)
http://flickr.com/photos/elsie/202029619/ (Green Bus)
http://flickr.com/photos/cristic/245435217 (Gold Bus)
http://flickr.com/photos/jcorrius/244722535/ (Who’s Driving)
http://flickr.com/photos/cpstorm/151688059/ (Big-pig Publishers: bus)
http://flickr.com/photos/elsie/3701921/ (Big-pig Publishers: pigs)
http://flickr.com/photos/dnorman/110141789/ (Gold-OA Publishers)
http://flickr.com/photos/rickabbott/81779858/ (Faculty: the many)
http://flickr.com/photos/jcoplest/200557787/ (Funders)
http://flickr.com/photos/chadh-flickr/253969702/ (Government)
http://flickr.com/photos/galfred/180835204/ (Under the Hood)
http://flickr.com/photos/photowu/45528643/ (Pushing the Bus)
http://flickr.com/photos/uberculture/105982717/ (All Academic Librarians)
http://flickr.com/photos/sigurd/263265835/ (Driver’s Seat)
http://flickr.com/photos/elsie/202030651/ (Thank you)
Thank you!
Slides will be available on MINDS@UW:
http://minds.wisconsin.edu/

Dorothea Salo
dsalo@library.wisc.edu
(608) 262-5493
AIM: mindsatuw
                 This work is licensed under a Creative
                 Commons Attribution 3.0 License.

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What's Driving Open Access?

  • 1. WHATʼS DRIVING OPEN ACC E SS? Dorothea Salo Digital Repository Librarian University of Wisconsin at Madison Texas Library Association / 13 April 2007
  • 2. OA’s Big Bus ) s (OA e, cces in en-a , onl of “Op is digital free PEER-REVIEWED literature rge, and ensing f cha t and lic uber free o pyrigh —Peter S LITERATURE mo st co s.” iction restr Gray Literature are OPEN DATA 01010101 1 0 1 0101 0 1 0 10101010 ftw l So .0” So cia b 2 Fre e “ We C ul t u Digital Libraries re
  • 3. The green bus... •“Self-archiving” •Institutional and disciplinary repositories •Depends... •On publisher permission, or... •Faculty paying attention to their rights, and... •Faculty making an effort
  • 4. Texas on the green bus
  • 7. The gold bus... •Open-access publishing •No subscription fees, no cost to access •Not necessarily “author pays”! •Grants, voluntary support, in-kind support, institutional support, advertising •Willinsky: “publishing cooperatives”
  • 9. Big-pig Publishers •Spending big money on lobbyists •Telling lies about OA •Finding flacks to tell lies about OA •Fighting a rearguard action •Reluctantly: changing. ow ow ow...
  • 10. Gold OA Publishers •Scrambling for start-up funds •Living with the usual new-journal hassles •Charging less than many toll journals! •Making a splash with impact factors! •Providing excellent service to authors
  • 11. Faculty: the few •Peter Suber •Stevan Harnad •Physics and computer science •“Open Access Anthropology” •Editorial revolts •Faculty-senate initiatives
  • 12. Faculty: the many •Worried about their reputations •Worried about their societies •Don’t care about our problems •Unaware how much they’re giving up •Unwilling or unable to change their workflows (and we’re not helping much)
  • 13. Funders •Zero interest in limiting access to research they fund •Money earns faculty attention! •Private funders first to demand OA •Wellcome Trust (UK) •Gates Foundation (US) •Tend to prefer green OA, but sometimes willing to fund gold
  • 14. Government •Major research funder! •NIH open access plan •Federal Research Public Access Act (FRPAA) •NEH: OA means brownie points on grants •GovDocs digitization activity
  • 15. Libraries: under the hood • Building, staffing, and filling institutional repositories • Running presses and publishing-services outfits • Building support for OA, one faculty member at a time
  • 16. Libraries: pushing the bus •Filling IRs: slow going •Educating faculty: even slower going •Mandates: out of our control •Where’s the money for us to help pay for gold OA?
  • 17. So when the rubber meets the road...
  • 18. Serials librarians •Call out overpriced toll-access journals •Write green OA for your faculty into your serials contracts •Actively collect OA journals •Look into LOCKSS and Portico •Consider allocating a piece of the serials pie to gold OA
  • 19. E-reserves librarians •Look for OA versions of articles. Call them out as OA on e-reserves pages. •Faculty assigning their own articles? Ask them to self-archive. •If OA turns out to save money, tell everyone!
  • 20. Cataloguers •Help out with the IR! •Authority control •Metadata for batch imports •Put OA resources in your OPAC •OA journals •Digitized books •Share MARC records for OA materials
  • 21. Liaison and reference librarians •Be informed about OA in your disciplines. •Know the gold journals (doaj.org) •Know where the gray literature is •Know the disciplinary repositories •Know what grant funders and societies are up to •Tell your faculty about IRs and copyright •Encourage faculty to protect their copyrights •Push impact, preservation, convenience •No librarian jargon, please! •Ears open for IR projects!
  • 22. Systems librarians •Think about open data issues •Got IR? Why not? How about OJS? •Develop for an open-source IR platform •Get in on campus discussions of “research computing” and “learning object repositories” •Get in on faculty workflows
  • 23. Special-collections librarians •Jump-start the local IR with your digitized collections. •Got EAD? Why not? •Steer your researchers to OA resources, and don’t be shy about pointing out they’re OA.
  • 24. Administrative librarians •The bus is moving. Offer to help get your institution on-board. •Get a resolution on faculty copyright retention (à la MIT, California). •Support FRPAA. •Suggest programs. •IRs, ETDs •Publishing and copyright services
  • 25. All academic librarians •Read the SPARC Open Access Newsletter. •Petition: publicaccesstoresearch.org •Be an example! Protect your copyrights. •Self-archive in your IR, E-LIS, or DLIST. •Be a campus and legislative activist.
  • 26. A real agreement Each Work shall be a “work made for hire” and, as such, [publisher] shall own all right, title and interest in and to the Works including all copyrights and other intellectual property rights therein and all renewals and extensions thereof, in all formats and media, whether now known or hereafter developed, blah blah blah... throughout the world in perpetuity. To the extent any of the Works are deemed not to be “works made for hire,” you hereby assign to [publisher] all right, title and interest in and to the Works, including all copyrights and other intellectual property rights therein and all renewals and extensions thereof, throughout the world and in perpetuity. You waive all moral rights you have in the Works.
  • 27. Much better! You hereby grant [publisher] (a) a worldwide, perpetual, royalty- free right and license to use the Work, including all copyrights and other intellectual property rights therein and all renewals and extensions thereof, in all formats and media, whether now known or hereafter developed, including without limitation to blah blah blah... publish, display, perform, distribute, reproduce, digitize, transmit, translate, modify and create derivative works of the Work for all or any purposes including but not limited to advertising and promotion; and (b) the right to assign or sublicense all or any of the foregoing rights. You agree that the foregoing license shall be exclusive until six (6) months following the publication of the Work by [publisher] and non-exclusive thereafter.
  • 28. Get in the driver’s seat!
  • 29. Photo credits http://flickr.com/photos/fotoninja/283190058/ (title slide; thanks to Adrian Overbury for Photoshop-fu) http://flickr.com/photos/elsie/202029619/ (Green Bus) http://flickr.com/photos/cristic/245435217 (Gold Bus) http://flickr.com/photos/jcorrius/244722535/ (Who’s Driving) http://flickr.com/photos/cpstorm/151688059/ (Big-pig Publishers: bus) http://flickr.com/photos/elsie/3701921/ (Big-pig Publishers: pigs) http://flickr.com/photos/dnorman/110141789/ (Gold-OA Publishers) http://flickr.com/photos/rickabbott/81779858/ (Faculty: the many) http://flickr.com/photos/jcoplest/200557787/ (Funders) http://flickr.com/photos/chadh-flickr/253969702/ (Government) http://flickr.com/photos/galfred/180835204/ (Under the Hood) http://flickr.com/photos/photowu/45528643/ (Pushing the Bus) http://flickr.com/photos/uberculture/105982717/ (All Academic Librarians) http://flickr.com/photos/sigurd/263265835/ (Driver’s Seat) http://flickr.com/photos/elsie/202030651/ (Thank you)
  • 30. Thank you! Slides will be available on MINDS@UW: http://minds.wisconsin.edu/ Dorothea Salo dsalo@library.wisc.edu (608) 262-5493 AIM: mindsatuw This work is licensed under a Creative Commons Attribution 3.0 License.