Hi all,

I agree that we are mixing up several issues/objectives, and helpfully Keith 
has identified some of these.  I can think of a few others and I suspect there 
are more strands in this knot which others will hopefully identify. 

* we are probably conflating needs/practices in different disciplines

* we are certainly conflating temporal challenges - how we xxx or yyy in 2012 
may be different from the way we do it in 2015 or 2020.  Text mining is an 
example.

* we sometimes construct the false dichotomy of an open access world vs. a 
subscription world - there is already a blend of gold, green, subscription, and 
other business models, and there will continue to be for awhile (possibly 
forever)

* we conflate pragmatic and idealistic discussions and yet need both

* we too often duck the important issue of funding - for example could the 
dynamics of sustainable gold+green be different from the dynamics of 
sustainable subscription+green?  Could the price be different for gratis gold 
oa vs. libre gold oa?

To refer back to my original query about what positive things are established 
scholarly publishers doing to facilitate the various visions for open access 
and future scholarly communications that should be encouraged, celebrated, 
recognized let me be cheeky and suggest one.  The recent STM public statement 
that publishers support sustainable open access 
(http://www.stm-assoc.org/publishers-support-sustainable-open-access/) is one 
thing I would suggest should be celebrated by others who are also interested in 
open access.

With very kind wishes,

Alicia

 
Dr Alicia Wise
Director of Universal Access
Elsevier I The Boulevard I Langford Lane I Kidlington I Oxford I OX5 1GB
P: +44 (0)1865 843317 I M: +44 (0) 7823 536 826 I E: a.w...@elsevier.com I 
Twitter: @wisealic



-----Original Message-----
From: goal-boun...@eprints.org [mailto:goal-boun...@eprints.org] On Behalf Of 
keith.jeff...@stfc.ac.uk
Sent: 12 May 2012 15:47
To: goal@eprints.org
Subject: [GOAL] Re: Elsevier's query re: "positive things from publishers that 
should be encouraged, celebrated, recognized"

All -

I have been following the several threads of argument with interest.  As I see 
it recent postings on this list are mixing up several issues/objectives, 
confusions, mechanisms for access and utilisation and mechanisms to achieve any 
kind of OA.  

Issues and Objectives
---------------------

1. how do we get gratis OA (free access to eyeball) for all researchers (and 
others including the public) everywhere;

2. how do we get libre OA (including data mining and other machine processing 
of articles) for all researchers (and others including the public) everywhere;

3. how do we get libre OA (including processing of datasets associated with a 
publication using associated software or other software) for all researchers 
(and others including the public) everywhere;

Confusions
----------

Confusing each of these objectives is the position (or more accurately 
different and evolving positions) of the commercial publishers - including the 
OA publishers - and the learned societies in role publisher.  Many allow (1) 
but Elsevier has the unfortunate 'not if mandated' clause.

Attempting to expedite these objectives are mandates by research institutions 
and funding organisations.  However even here there is no clear recommendation 
emerging on either green (subscription-based) or gold (author pays) for each of 
(1),(2).  It appears clear that gold is more expensive - at least for now - for 
high production research institutions.  There is no settled position yet on 
whether green or gold for publications are applicable to (3).

The situation in each case is not assisted by current legislation in each 
country on copyright and database right.

(3) in the academic environment is becoming convolved with the 'data.gov' 
agenda and citizen access.

The rights of the public to have gratis/libre access to publicly-funded 
research products is a moralistic backdrop to the whole argument.

The commercial publishers understandably wish to preserve their (very 
profitable) business model as there is a (slow) transition from subscription 
access to some other model(s) such as author pays access.  In a world where ICT 
is making (re-engineered) processes in business much more effective (including 
increased offerings), efficient and less costly it is surprising one does not 
see similar improvements in scholarly communication.  


Access and Utilisation
----------------------

There are requirements (a) to find the article or dataset (with software) of 
interest and (b) to utilise it effectively (including text-mining or deeper 
mining of publications and data processing of datasets). Furthermore, in 
general there are requirements to do this locally (for specific institutional 
or funder purposes) or globally (find all articles on left-handed widgets'). In 
all cases metadata is required for effective (in the sense of 
accuracy/relevance and recall) retrieval and usage although brute force text 
indexing (e.g. Google) provides an alternative mechanism for text publications 
(things get more complex with figures, tables etc although there are various 
'scraping and structuring' tools).

Effective access to and utilisation of (3) requires metadata: for discovery 
(DC, eGMS, CKAN etc), for context including rights handling (CERIF or similar 
http://www.eurocris.org/Index.php?page=CERIFreleases&t=1 ) and for machine 
processing (detailed metadata standards, domain specific such as CSMD 
http://code.google.com/p/icatproject/wiki/CSMD  (among literally hundreds of 
'standards') needed to connect the software to the dataset).

Depending on the structures within the article, one may need the same for (2) 
but for simple text-mining only the discovery and contextual metadata.  Many 
would argue for (1) only discovery metadata is required but personally I 
believe context metadata is also required to understand the article in context 
(persons, organisations, projects, funding, facilities and equipment, 
products/patents/publications related, events...).

Achieving OA
-------------
As Stevan correctly reminds us constantly, we currently have available only a 
small proportion of the potentially available material in any form of OA. The 
barriers include FUD (fear uncertainty doubt) caused by commercial publishers 
(especially in (2) and (3) but also to some extent in (1)) and academics 
suffering from confused messages (not least from a heavily divided 'in favour 
of OA' community) and inertia.

A major influence in achieving OA is mandating (by funders and/or institutions) 
and demands for formal assessment of research from public administrations (such 
as the RAE/REF in UK).

The key changes needed are (1) reduction in the effort to make available 
research products; (2) reduction in the effort to utilise available research 
products (including for webpages, CVs, bibliographies); (3) a move to quality 
measures (e.g. citation, access, download) on the individual research product, 
NOT the channel (i.e. impact factors); (4) clarity on rights issues - ideally 
their removal for publicly-funded research products; (5) recognition and reward 
for making research products available fully OA; 

But above all a consistent, clear, simple message to all from the 'in favour of 
OA' community.

Best
Keith

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Keith G Jeffery      Director International Relations       STFC
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-----Original Message-----
From: goal-boun...@eprints.org [mailto:goal-boun...@eprints.org] On Behalf Of 
Stevan Harnad
Sent: 12 May 2012 14:03
To: Global Open Access List (Successor of AmSci)
Subject: [GOAL] Re: Elsevier's query re: "positive things from publishers that 
should be encouraged, celebrated, recognized"

On 2012-05-12, at 8:42 AM, Dan Brickley wrote:

> Thought experiment: what if authors posted to their personal sites, but with 
> enough metadata (e.g. http://schema.org/ScholarlyArticle) for generic (rather 
> than topical/institutional) search engine discovery to be feasible?

1. If 100% of authors posted (self-archived) the full-text of their articles, 
free for all, on their websites, we would have 100% OA; there would be no need 
to post to topical or institutional repositories, and google-style full-text 
indexing would do the rest.

2. The trouble is that 80% of authors do not post the full-text of their 
articles, free for all, *anywhere*.

3. That's why we need Institutional Repositories, and (Green, Gratis) OA 
self-archiving (posting) mandates from institutions and funders.

4. And that's why it matters what we put on out wish-list for well-intentioned 
publishers.

5. Metadata have next to nothing to do with it: It's about the posting 
(anywhere, free online) of the full-text.

> On 2012-05-11, at 6:47 PM, Peter Murray-Rust wrote:
> 
>> Alicia Wise already knows my reply - she has had enough email from me. The 
>> publishers should withdraw contractual restrictions on content-mining. 
>> That's all they need to do.
>> 
>> If Alicia Wise can say "yes" to me unreservedly, I'll be happy.
> 
> So let's all forget about OA... 



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