Re: [GOAL] COVID IP waiver request: interesting but not entirely informed?

2021-09-03 Thread Heather Morrison
Thank you, Ulrich.

The exception does look like it would be helpful in an emergency like COVID, 
and likely necessary as the default is an expectation of protection of rights 
and commercial exploitation; this is also on p. 102.

There is a sharp contrast in the E.U. and North America between success in 
achieving OA as the default in dissemination of results and expectation of 
protecting IP for commercial exploitation. It would be interesting to have 
meaningful and informed discussion about this. To participate in informed 
discussion, participants should understand the basics about the different types 
of IP. For those who may be new to this area, WIPO's "What is intellectual 
property" page is a good starting point:
https://www.wipo.int/about-ip/en/

The Public Library of Science (PLOS) Terms of Use may also be helpful to OA 
advocates in understanding the different types of IP. Like most fully OA 
publishers with a firm commitment to open licensing, PLOS is very protective of 
their own work, including their own text on the website and their trademark.
https://www.wipo.int/about-ip/en/

The Google business model of advertising-supported facilitated access to free 
knowledge and services created by others, made possible by algorithms carefully 
protected as trade secrets, is another example of how different the various 
types of IP are. It is not unusual for a single internet search to invoke 
multiple different types of IP that work in very different fashion.

COVID is an interesting case study. My impression (not based on substantive 
research) is that the world, including the traditional commercial scholarly 
publishing industry, has made considerable progress in open sharing of 
information about the virus. There is no doubt still a great deal of room for 
improvement, but this is an advance and should be celebrated as much. I wonder 
how much the success of the OA / open data movements to date contributed to the 
rapid development of COVID vaccines in multiple countries.

Manufacturing involves patent law, and the manufacturing industries are very 
different from scholarly publishing. In the case of COVID vaccine manufacture, 
even under the current licensing regime, we have instances of what looks to me 
(as a non-expert) like rapid implementation of manufacture (Johnson & Johnson 
in Baltimore, more recently a Moderna factory in Spain creating doses for 
Japan) resulting in contaminated vaccines. This is not helpful in a context 
where vaccine hesitancy and an anti-vaccination movement are significant 
barriers to addressing COVID. In this case, simply opening up the rights to 
manufacture vaccines to anyone could do more harm than good.

On the other hand, the profit-driven pharma-as-usual model may be driving a 
push for booster shots in rich countries that may not be necessary, when the 
most compassionate and smartest approach (even for the rich countries) is 
likely shots in arms everywhere (to reduce opportunities for new variants to 
develop). I see this as a good opportunity for discussion on how IP works in 
this area and how to do it better. Lessons from the OA movement may or may not 
be relevant, but understanding how to produce and distribute quality vaccines 
and other medicines is absolutely essential for informed discussion in this 
area.

GOAL may or may not be the right venue for this discussion. Advice on this 
would be welcome.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706



From: Ulrich Herb 
Sent: Friday, September 3, 2021 7:36 AM
To: goal 
Cc: Heather Morrison 
Subject: Re: [GOAL] COVID IP waiver request: interesting but not entirely 
informed?

Attention : courriel externe | external email

perhaps this might be of interest: in its new research framework programme 
Horizon Europe the European Commission states this 
(https://ec.europa.eu/info/funding-tenders/opportunities/docs/2021-2027/common/agr-contr/general-mga_horizon-euratom_en.pdf,
 p. 102) ...
***
Where the call conditions impose additional exploitation obligations in case of 
a public
emergency, the beneficiaries must (if requested by the granting authority) 
grant for a limited
period of time specified in the request, non-exclusive licences — under fair 
and reasonable
conditions — to their results to legal entities that need the results to 
address the public
emergency and commit to rapidly and broadly exploit the resulting products and 
services at
fair and reasonable conditions. This provision applies up to four years after 
the end of the
action.
***

As there was no such statement in t

[GOAL] COVID IP waiver request: interesting but not entirely informed?

2021-09-01 Thread Heather Morrison
I note with interest the request from India and South Africa for a full waiver 
of IP rights with respect to anything relating to COVID:
https://docs.wto.org/dol2fe/Pages/SS/directdoc.aspx?filename=q:/IP/C/W669.pdf=True

This sounds like the kind of initiative that OA enthusiasts might well have 
been involved in or support. The reason for this post is that I am hoping GOAL 
readers might have some background or perspective on this.  Also, I worry about 
OA enthusiasm and the strength of the OA movement distracting people in power 
from the most effective ways to address the pandemic, and in the medium to long 
term, the impact this could have on the OA movement per se.

Why do I characterize this as a distraction from effective COVID-19 action?

One example: in Canada, early action on vaccination was delayed because the 
country has little to no vaccine manufacturing capacity. (We have since caught 
up, through purchase because we are a rich country, and are among the most 
vaccinated country in the world). Full waivers on IP by every vaccine 
manufacturer in the world would not have made any difference to this situation. 
What will make a difference in future is the development of vaccine 
manufacturing capacity in Canada. This will happen, most notably a forthcoming 
factory by the maker of the Moderna vaccine. In this context, pushing the 
government to support full IP waiver rather obviously would not accomplish 
anything in the reasonably foreseeable future. If I were in government I would 
see things this way: big pharma is helpful - finding, manufacturing and 
distributing vaccines in a time frame that is unheard of, while IP waiver 
advocates seem like nice, well-meaning people who are not making much sense or 
offering viable short-term solutions.

My personal perspective is that all health care is a human right and should not 
be left to the corporate sector for profit-making. However, in a crisis the 
most important thing to do is to find and implement solutions. Fixing the 
economy can wait. Switching pharmaceutical development and distribution from a 
profit to a people centered basis is a laudable goal. This will probably take 
longer to accomplish than flipping scholarly communication production from the 
demand to the supply side for OA. The world should not have to wait decades for 
COVID relief.

The WHO letter mentions but does not request what I suggest is a more likely 
approach to avoiding IP interference with addressing the pandemic in the short 
term: compulsory licensing. This is a flexibility already permitted under 
TRIPS, as the World Trade Organization (WTO) explains here:
https://www.wto.org/english/tratop_e/trips_e/public_health_faq_e.htm

My personal preference is to do away with "intellectual property" altogether. 
However, in the short term it makes more sense to advocate for full use of a 
flexibility that is already available rather than pushing for a major global 
policy change that, it should be obvious, would be a hard sell.

To get back to why I characterize this as a distraction: India & South Africa 
are asking for a policy change that is a hard sell when the policy per se is 
not likely to do very much to address the pandemic in the short term, and with 
respect to policy, there is an existing solution that would be a much easier 
sell (compulsory licensing)

Background or comments, anyone?


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

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[GOAL] Irrational rationality: critique of metrics-based evaluation of researchers and universities

2021-08-03 Thread Heather Morrison
A unique contribution in my recently published book chapter that aims to 
advance critique of metrics-based evaluation of scholarly research:

Critique of the concept of "impact" that underlies all metrics-based evaluation 
of research and researchers (traditional and altmetrics) as inherently 
logically flawed. For example, by any kind of metrics, the retracted study by 
Wakefield et al. that falsely equated vaccination with autism has had 
tremendous impact - numerous academic and popular media citations both before 
and after retraction, arguably the real-world resurgence of diseases such as 
measles and inspiration for the anti-vaccination movement that is problematic 
in the fight against COVID. In other words, impact is one thing, and quality of 
research something else. We understand that impact can be negative when we use 
the phrase "environmental impact assessment"; why do we assume that impact is 
positive with respect to scholarly work?

This argument is developed in the latter portion of my book chapter
Dysfunction in knowledge creation and moving beyond from Stack's Global 
University Rankings and the Politics of Knowledge. Other chapters from this 
book may be of interest as the areas of research impact metrics and university 
rankings are very much inter-related.

Readers may also appreciate the pointer to an alternative approach to 
evaluation of research developed some time ago by the University of Ottawa and 
its Association of Professors (APUO) that does not rely on metrics and is 
flexible to address the wide variety of types of research outputs of different 
disciplines, from traditional (articles and books) to alternative 
(research-creation) and early recognition of emerging forms such as preprints.

Discussion and comments on list, via e-mail or the blog are welcome. The 
blogpost begins with a different approach to critique of university rankings 
per se and can be found at
https://sustainingknowledgecommons.org/2021/08/03/irrational-rationality-critique-of-metrics-based-evaluation-of-researchers-and-universities/

References

Morrison, H. (2021). Dysfunction in knowledge creation and moving beyond. In 
Stack, M. (ed.) (2021). Global University Rankings and the Politics of 
Knowledge. http://hdl.handle.net/2429/78483

Stack, M. (ed.) (2021). Global University Rankings and the Politics of 
Knowledge. http://hdl.handle.net/2429/78483

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

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[GOAL] Open access article processing charges 2011 - 2021

2021-06-24 Thread Heather Morrison
CAUTION: This e-mail originated outside the University of Southampton.

Global Open Access list members may be interested in this preprint of a major 
study on APCs and/or the open datasets. Comments and questions are welcome on 
this list or through the blog. ~ Heather Morrison


Abstract


This study examines trends in open access article processing charges (APCs) 
from 2011 – 2021, building on a 2011 study by Solomon & Björk (2012). Two 
methods are employed, a modified replica and a status update of the 2011 
journals. Data is drawn from multiple sources and datasets are available as 
open data (Morrison et al, 2021). Most journals do not charge APCs; this has 
not changed. The global average per-journal APC increased slightly, from 906 
USD to 958 USD, while the per-article average increased from 904 USD to 1,626 
USD, indicating that authors choose to publish in more expensive journals. 
Publisher size, type, impact metrics and subject affect charging tendencies, 
average APC and pricing trends. About half the journals from the 2011 sample 
are no longer listed in DOAJ in 2021, due to ceased publication or publisher 
de-listing. Conclusions include a caution about the potential of the APC model 
to increase costs beyond inflation, and a suggestion that support for the 
university sector, responsible for the majority of journals, nearly half the 
articles, with a tendency not to charge and very low average APCs, may be the 
most promising approach to achieve economically sustainable no-fee OA journal 
publishing.


A preprint of the full article is available here: 
https://ruor.uottawa.ca/handle/10393/42327


The two base datasets and their documentation are available as open data:

Morrison, Heather et al., 2021, “2011 – 2021 OA APCs”, 
https://doi.org/10.5683/SP2/84PNSG, Scholars Portal Dataverse, V1


Citation: cite the original URL rather than this blogpost URL (article); if 
citing data, use the citation above.


Morrison, H., Borges, L., Zhao, X., Kakou, T.L., Shanbhoug, A.M. (2021). Open 
access article processing charges 2020 – 2021. Preprint. Sustaining the 
Knowledge Commons. https://ruor.uottawa.ca/handle/10393/42327

Blogpost URL:
https://sustainingknowledgecommons.org/2021/06/24/open-access-article-processing-charges-2011-2021/

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

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[GOAL] Welcome to C.A.S.A.D.: Centre d'Accès aux Savoirs d'Afrique et de sa Diaspora

2020-09-09 Thread Heather Morrison
Please welcome a new research blog, C.A.S.A.D: Centre d'Accès aux Savoirs 
d'Afrique et de sa Diaspora, created by doctoral candidate Tanoh Laurent Kakou 
for his research:
https://www.casad.ngo/

Welcome message from Sustaining the Knowledge Commons (English then French):


Our Tanoh Laurent Kakou has created a blog for his own research project in open 
access, C.A.S.A.D.: Centre d’Accès aux Savoirs d’Afrique et de sa 
Diaspora<https://www.casad.ngo/>.

Some articles will be familiar to readers of Sustaining the knowledge commons, 
as the work of the team; others are new research projects by Tanoh. The video 
Qu’est-ce que la revue 
Afroscopie<https://www.youtube.com/watch?v=jzHK-uQYgDE=emb_title>?, an 
interview with Benoit Awazi, is enlightening for anyone who is interested in 
research in francophone Africa.

Thank you and congratulations to our Tanoh Laurent Kakou, a doctoral candidate 
in communication<https://arts.uottawa.ca/communication/en> (and graduate of 
ÉSIS<https://arts.uottawa.ca/sis/>) on passing his comprehensive exam this 
summer! Best wishes to Tanoh and his research.

Permalink: 
https://sustainingknowledgecommons.org/2020/09/09/welcome-to-c-a-s-a-d-centre-dacces-aux-savoirs-dafrique-et-de-sa-diaspora/

Notre Tanoh Laurent Kakou a créé un blog pour son propre projet de recherche en 
libre accès, C.A.S.A.D.: Centre d’Accès aux Savoirs d’Afrique et de sa 
Diaspora<https://www.casad.ngo/>.

Quelques articles seront familiers aux lecteurs de Soutenir les savoirs 
communs, le travail de l’équipe; d’autres sont nouveau recherche fait par 
Tanoh. La vidéo Qu’est-ce que la revue 
Afroscopie<https://www.youtube.com/watch?v=jzHK-uQYgDE=emb_title>?, un 
entretien avec Benoit Awazi, est éclairante pour quiconque s’intéresse à la 
recherche en Afrique francophone.

Merci et félicitations à notre Tanoh Laurent Kakou, candidat au doctorat en 
communication<https://arts.uottawa.ca/communication/fr> (et diplômé 
d’ÉSIS<https://arts.uottawa.ca/esi/>), qui a réussi son examen de synthèse cet 
été! Meilleurs voeux à Tanoh et sa recherche.

Permalink:https://sustainingknowledgecommons.org/2020/09/09/bienvenue-a-c-a-s-a-d-centre-dacces-aux-savoirs-dafrique-et-de-sa-diaspora/

best,

Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

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[GOAL] Knowledge & equity: key points, and the 10-minute video version

2020-07-15 Thread Heather Morrison
greetings ~

Dr. Rahman & I would like to thank everyone who has provided comments on our 
paper Knowledge and Equity: Analysis of 3 models to date. These will inform a 
later version. In the meantime, for those who may be too busy to read the full 
article, here are the key points in a nutshell and a link to a 10-minute 
YouTube version.

Key points:

  *   We conclude that it is possible to develop and assess open access 
initiatives from the perspectives of whether they are likely to help or harm 
knowledge equity or knowledge justice (the ability of all qualified to 
participate in the global scholarly conversation)
  *   We recommend that OA initiatives and policies undertake a knowledge 
equity analysis

The 10-minute YouTube video is available here:
https://www.youtube.com/watch?v=eIKhXL2LyNg

Further comments are welcome, on the list or on the blog:
https://sustainingknowledgecommons.org/2020/06/26/knowledge-and-equity-analysis-of-three-models/

Attendees of the IAMCR virtual conference may wish to enter their comments 
there.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

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[GOAL] Knowledge and Equity: analysis of three models

2020-06-26 Thread Heather Morrison
Abstract:

The context of this paper is an analysis of three emerging models for 
developing a global knowledge commons. The concept of a ‘global knowledge 
commons’ builds on the vision of the original Budapest Open Access Initiative 
(2002) for the potential of combining academic tradition and the internet to 
remove various access barriers to the scholarly literature, thus laying the 
foundation for an unprecedented public good, uniting humanity in a common quest 
for knowledge. The global knowledge commons is a universal sharing of the 
knowledge of humankind, free for all to access (recognizing reasons for 
limiting sharing in some circumstances such as to protect individual privacy), 
and free for everyone qualified to contribute to. The three models are Plan S / 
cOAlition S, an EU-led initiative to transition all of scholarly publishing to 
an open access model on a short timeline; the Global Sustainability Coalition 
for Open Science Services (SCOSS), a recent initiative that builds on Ostrom’s 
study of the commons; and PubMedCentral (PMC) International, building on the 
preservation and access to the medical research literature provided by the U.S. 
National Institutes of Health to support other national repositories of funded 
research and exchange of materials between regions. The research will involve 
analysis of official policy and background briefing documents on the three 
initiatives and relevant historical projects, such as the Research Council 
U.K.’s block grants for article processing charges, the EU-led OA2020 
initiative, Europe PMC and the short-lived PMC-Canada. Theoretical analysis 
will draw on Ostrom’s work on the commons, theories of development, 
under-development, epistemic / knowledge inequity and the concepts of Chan and 
colleagues (2011) on the importance of moving beyond north-to-south access to 
knowledge (charity model) to include south-to-south and south-to-north (equity 
model). This model analysis contributes to build a comparative view of 
transcontinental efforts for a global knowledge commons building with shared 
values of open access, sharing and collaboration, in contrast to the growing 
trend of commodification of scholarly knowledge evident in both traditional 
subscriptions / purchase-based scholarly publishing and in commercial open 
access publishing. We anticipate that our findings will indicate that a digital 
world of inclusiveness and reciprocity is possible, but cannot be taken for 
granted, and policy support is crucial. Global communication and information 
policy have much to contribute towards the development of a sustainable global 
knowledge commons.

Full text: https://ruor.uottawa.ca/handle/10393/40664

Cite as: Morrison, H. & Rahman, R. (2020). Knowledge and equity: analysis of 
three models. International Association of Communication and Media Researchers 
(IAMCR) annual conference, July 2020.

Comments are welcome, either on list or on the blog:
https://sustainingknowledgecommons.org/2020/06/26/knowledge-and-equity-analysis-of-three-models/

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] SpringerOpen 2019 - 2020

2020-06-11 Thread Heather Morrison
by Anqi Shi & Heather Morrison


Abstract


307 SpringerOpen titles for which we have data on journals that were fully open 
at some point from 2010 to the present were studied, with a primary focus on 
pricing and status changes from 2019 – 2020 and a secondary focus on 
longitudinal status changes. Of the 307 titles, 226 are active, fully open 
access and are still published by SpringerOpen, 40 have ceased publication, 19 
were transferred to another publisher, and 18 journals that were formerly open 
access are now hybrid. 6 of these journals transitioned from free to hybrid in 
the past year. An additional 2 journals were not found. An additional 2 
journals were not found. Of the 226 active journals published by SpringerOpen, 
51% charge APCs. The average APC is 1,233 EUR, an increase of 3% over the 2019 
average. 46.5% of the 101 journals for which we have 2019 and 2020 data did not 
change in price; 13.9% decreased in price; and 39.6% increased in price. The 
extent of change in price was substantial, ranging from a 50% price drop to a 
94% price increase.


For links to download the full-text PDF and/or data, go to

https://sustainingknowledgecommons.org/2020/06/11/springeropen-2019-2020/

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] BioMedCentral 2020

2020-06-08 Thread Heather Morrison
BioMedCentral (BMC) 2019 – 2020

by Anqi Shi & Heather Morrison

Key points

  *   Open access commercial publishing pioneer BMC is now wholly owned by a 
private company with a portfolio including lines of business that derive 
revenue from journal subscriptions, book sales, and textbook sales and rentals
  *   Two former BMC fully OA journals, listed in DOAJ from 2014 – 2018 as 
having CC-BY licenses, are now hybrid and listed on the Springer website and 
have disappeared from the BMC website
  *   67% of BMC journals with APCs in 2019 and 2020 increased in price and 11% 
decreased in price.
  *   Journals with price increases had a higher average APC in 2019, i.e. more 
expensive journals appear to be more likely to increase in price



Abstract



Founded in 2000, BioMedCentral (BMC) was one of the first commercial (OA) 
publishers and a pioneer of the article processing charges (APC) business 
model. BMC was acquired by Springer in 2008. In 2015, Springer was acquired by 
the Holtzbrinck Publishing Group in 2015 and became part of SpringerNature. In 
other words, BMC began as an OA publisher and is now one of the imprints or 
business lines of a company whose other lines of business include sales of 
journal subscriptions and scholarly books and textbook sales and rentals. Of 
the 328 journals actively published by BMC in 2020, 91% charge APCs. The 
average APC was 2,271 USD, an increase of 3% over 2019. An overall small 
increase in average APC masks substantial changes at the individual journal 
level. As first noted by Wheatley (2016), BMC price changes from one year to 
the next are a mix of increases, decreases, and retention of the same price. In 
2020, 67% of the 287 journals for which we have pricing in USD for both 2019 
and 2020 increased in price; 11% decreased in price, and 22% did not change 
price. It appears that it is the more expensive journals that are more likely 
to increase in price. The average 2019 price of the journals that increased in 
2020 was 2,307 USD, 18% higher than the 2019 average of 1,948 USD for journals 
that decreased in price. 173 journals increased in price by 4% or more, well 
above the inflation rate. 39 journals increased in price by 10% or more; 13 
journals increased in price by 20% or more. Also in 2020, there are 11 new 
journals, 11 journals ceased publication, 5 titles were transferred to other 
publishers, 2 journals changed from no publication fee to having an APC, and 3 
journals dropped their APCs. Two journals formerly published fully OA by BMC 
are no longer listed on the BMC website, but are now listed as hybrid on the 
Springer website. This is a small portion of the total but is worth noting as 
the opposite direction of the transformative (from subscriptions to OA) 
officially embraced by SpringerNature.

For links to the full PDF and data:

https://sustainingknowledgecommons.org/2020/06/08/biomedcentral-2020/


Cite as: Shi, A. & Morrison, H. (2020). BioMedCentral 2020. Sustaining the 
Knowledge Commons. 
https://sustainingknowledgecommons.org/2020/06/08/biomedcentral-2020/


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] Frontiers 2020: one third of journals raise price 45 times the inflation rate (or more)

2020-06-03 Thread Heather Morrison
A third of the journals published by Frontiers in 2019 and 2020 (20 / 61 
journals) have increased in price by 18% or more (up to 55%). This is quite a 
contrast with the .4% Swiss inflation rate for 2019 according to 
Worlddata.info<https://www.worlddata.info/europe/switzerland/inflation-rates.php>
 ; 18% is 45 times the inflation rate. This is an even more marked contrast 
with the current and anticipated economic impact of COVID; according to Le 
News<https://lenews.ch/2020/04/29/swiss-gdp-set-for-worst-fall-in-decades/>, “A 
team of economic experts working for the Swiss government forecasts a 6.7% fall 
in GDP”. (Frontiers’ headquarters is in Switzerland).

This is similar to our 2019 finding that 40% of Frontier’s journals had 
increased in price by 18% or more (Pashaei & Morrison, 2019) and our 2018 
finding that 40% of Frontier journals had increased in price by 18% – 31% 
(Morrison, 2018).

The price increases are on top of already high prices. For example, Frontiers 
in Earth Science increased from 1,900 USD to 2,950 USD, a 55% price increase. 
Frontiers in Oncology increased from 2,490 to 2,950 USD, an 18% price increase.

This illustrates an inelastic market. Payers of these fees are largely 
government research funders, either directly or indirectly through university 
libraries or researchers’ own funds. The payers are experiencing a major 
downturn and significant challenges such as lab closures, working from home in 
lockdown conditions, and additional costs to accommodate public health 
measures, while Frontiers clearly expects ever-increasing revenue and profit.

Details and a link to the dataset can be found here:

https://sustainingknowledgecommons.org/2020/06/03/frontiers-2020-a-third-of-journals-increase-prices-by-45-times-the-inflation-rate/

Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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Re: [GOAL] Springer Nature reaches new milestone with publication of 1000th open access book

2020-05-20 Thread Heather Morrison
Accuracy and author reputation are as important in the realm of facts as well 
as other types of approach to knowledge such as theory. To take a current 
hypothetical example, it matters whether an expert epidemiologist does, or does 
not, recommend the use of hydroxychloroquine as a prophylatic in the treatment 
of COVID.

Every advance in media technology raises both positive and negative potential 
uses. Social media facilitates sharing of both accurate and inaccurate 
information. Spreading inaccurate information can be done innocently or 
deliberately.

I argue that the OA movement has achieved sufficient momentum that it is now 
timely to move beyond one-sided arguments focused solely on the benefits to 
encompass discussion on both the positives and negatives of particular aspects 
of "open".

One area of emerging issues that I plan to learn a bit more about (thanks to a 
webinar series through the University of Ottawa's Centre for Law, Technology, 
and Society and speaker Suzie Dunn) is the legal and ethical issues relating to 
identity arising from AI and robotics.

It is already fairly easy to use and/or alter someone else's identity without 
their permission. Many people do this at home using photoshop. This new 
technology creates a new threat to identity. It takes time for law to catch up 
with such new challenges. I predict that in future we will have stronger laws 
to protect our privacy and publicity rights. In the meantime, I recommend 
limiting risk by avoiding open licenses that actively encourage modification.

What does this have to do with scholarship? Picture a robot conducting a 
webinar giving the illusion that they are a particular expert epidemiologist, 
without bothering to check with said epidemiologist. Does it make sense to 
assume that no one would ever do such a thing for anything other than the 
purest of intentions and with the level of expertise of the individual who is 
impersonated? I make so assumption, and recommend that scholars use every means 
they can to discourage such downstream uses and facilitate legal action to 
fight if necessary.

If I understand correctly, CC "BY" clause provides a bit of protection, that 
is, the right for creators to demand that objectionable downstream users remove 
the attribution. Clarification would be appreciated. However, because CC-BY is 
an active invitation to downstream modifications, it increases the risk. Many 
scholars do not have the means to actively monitor downstream uses and take 
legal action if these are objectionable. For this reason, I argue that it is 
better to avoid the risk by avoiding the more "open" licenses.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: goal-boun...@eprints.org  on behalf of Nicolas 
Pettiaux 
Sent: Tuesday, May 19, 2020 4:59 PM
To: goal@eprints.org 
Subject: Re: [GOAL] Springer Nature reaches new milestone with publication of 
1000th open access book

Attention : courriel externe | external email

Hello,

For me, it really depends on the work.  I agree if the work expresses opinions. 
But in such a case, the licence can well be CC-BY-ND which NOT for someone like 
me (I am the leader of the Belgian chapter of Creative Commons and lecture 
regularly on the CC licenses).

For nearly any work that be used as research and teaching material, I consider 
it really important that the work be under a free CC licenses, and there are 
only 2 : CC-BY and CC-BY-SA.

For me, therefore, Open Access is as good as the license, that is the rights 
that are granted to the readers. And if the work is not free for reuse it can 
hardly be called OpenAccess . In French, Open is often translated in a much 
better way "Libre" supporting the philosophical case of freedom, much as free 
software (en) = logiciel libre (fr) (now only, after 20 years) = open source, 
that only transmit the economical benefit of openess .

For me OA should have been named "accès libre" (at least in French) (this 
discussion has already taken place here if I remember well) and reflect the 
fact that the reader is allowed to do pretty much what he wants.

The risk that your are mentioning is quite difficult to see in practice I 
suppose, because of the BY clause.

Best regards,

Nicolas

Le 19/05/20 à 22:07, Heather Morrison a écrit :
There is good reason for authors to object to making their work easy to 
translate, adapt and modify, and for all to support authors in this.

If the translation, adaptation or modification is in

Re: [GOAL] Springer Nature reaches new milestone with publication of 1000th open access book

2020-05-19 Thread Heather Morrison
There is good reason for authors to object to making their work easy to 
translate, adapt and modify, and for all to support authors in this.

If the translation, adaptation or modification is incorrect or changes the 
author's intent in writing there is risk to the author's own academic work and 
reputation. That is, the author may be understood and cited as having said 
something that they did not say.

Avoiding this potential for misunderstanding is in the best interests of all, 
by reducing the risk of adding errors to our collective knowledge.

As a long-time OA advocate and practitioner of open research I do not grant 
blanket rights to translate, modify or adapt my text-based works. Open datasets 
are different, in that case the purpose is downstream modification.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Cross-appointed, Department of Communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: goal-boun...@eprints.org  on behalf of Nicolas 
Pettiaux 
Sent: Tuesday, May 19, 2020 2:37 PM
To: goal@eprints.org 
Subject: Re: [GOAL] Springer Nature reaches new milestone with publication of 
1000th open access book

Attention : courriel externe | external email

Hello,

Where can we find the sources of the books in a format that make it super easy 
to translate, reuse, adapt, modify, and redistribute ?

Thanks

Nicolas Pettiaux
--
Nicolas Pettiaux, phd - gsm +32 496 24 55 01 - 
nico...@pettiaux.be<mailto:nico...@pettiaux.be>
Avenue du Pérou 29 à 1000 Bruxelles
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[GOAL] COVID budget cuts, big deals, faculty positions and salaries & bibliodiversity

2020-04-21 Thread Heather Morrison
Many governments are, or will, need to divert funds from the usual priorities 
to address the pandemic and issues arising such as economic impact. No doubt 
this will impact many post-secondary institutions. For example, yesterday we 
learned that post-secondary institutions in Manitoba have been asked to 
decrease expenditures by 30%
https://www.cbc.ca/news/canada/manitoba/manitoba-universities-budget-cuts-pandemic-1.5537883

Most faculty members are not involved in making decisions about library 
budgets. They likely see the big deals of commercial publishers as a service 
that they do not wish to lose, rather than high-priced services that are paid 
for from the same pool of funds that pay their salaries.

One way to help faculty understand would be to prepare an explanation of the 
cost of the big deals that puts the two together, i.e. if we need to cut 
something, should be cut x number of faculty positions or big deal y (or x% of 
faculty salaries v. big deal y), for presentation to faculty associations and 
university administrators.

Explaining the financial and academic-social benefits of an approach 
prioritizing bibliodiversity would be a little bit more complicated, but 
arguments that faculty would likely understand and support can be made. For 
example, instead of 100% of savings from cancelling all big deals to retain as 
many faculty as possible, perhaps using 80% of savings for this purpose and 
using the remainder to provide salaries for academics and support staff in 
local publishing (university press, scholarly society or library-based).

I suspect this is best done proactively, early on when discussions about how to 
go about cuts are getting started.

Is anyone doing anything like this? Thoughts?


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] COVID-19 and access to knowledge: recommending a positive approach

2020-03-31 Thread Heather Morrison
COVID-19 is a pandemic that is in the process of infecting and killing many 
people around the world. The immediate priority needs to be slowing the spread, 
understanding the virus, finding treatments and a vaccine.

COVID-19 is also an opportune case study in areas relating to open access and 
sharing of knowledge. I have already shared some approaches; here are a few 
more thoughts.

Treatments and vaccines are already under development. This is a great time to 
point out that we would all benefit more if these are not patented. If everyone 
in another country gets vaccinated, we don't need to worry about their citizens 
infecting ours. If another country gets their local outbreak under control, 
this reduces the risk for us.

One type of dangerous closure in this situation is when people suppress 
information about the illness, probably for such reasons as to save face or to 
avoid economic problems. This appears to have happened with more than one 
government, and anecdotally I have heard that hospitals are suppressing medical 
professionals' information about lack of supplies and equipment. There are 
approaches to improve this situation arising from the open government movement, 
which is meant to include protection for whistleblowers. Can we get better at 
making it easy for people to decide to share information openly?

Is the glass half empty or half full? We can point out that about half the 
PubMed articles on coronavirus are freely available, laud this as positive, and 
encourage people to free up the other half. I think this approach would be more 
likely to win converts to OA and get resources freed up than lamenting about 
the glass being half full, or worse, ignoring the fact that it's half full and 
lamenting the glass being empty.

my two bits,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa / 
Cross-appointed to communication

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] Coronavirus: OA progress and ideas for more

2020-03-31 Thread Heather Morrison
A PubMed search for "coronavirus" limited to the past 10 years then limited 
again to free full-text yields results of 55% free full-text. With no date 
limit, it's 46%.

This search will get at research on COVID and the next most relevant research, 
all the other coronaviruses (mers, sars, common cold), and will be helpful for 
researchers and medical practitioners anywhere.

China's early release of the COVID genetic code and even traditional publishers 
scrambling to make COVID resources free is demonstrating that people get at 
least some of the points of open access and open research.

It would be interesting to compare publisher responses today with earlier 
epidemics. If I recall correctly, there is a significant change from responding 
to pressure to proactively making resources free without OA pressure.

This is progress. It's not 100% OA but a lot more researchers and practitioners 
have free access to a lot more of our knowledge than was the case with the 2003 
Sars epidemic.

Further pressure might be helpful. Identification and analysis of the 45% 
PubMed results that are coronavirus but not free full-text would identify 
suitable targets for gentle pressure. Some such articles may have been written 
by authors covered by an OA policy. Such a results list would likely yield 
journal lists and individual articles, many of which could be deposited in 
repositories thanks to the efforts of green OA advocates.

Librarians and others working from home can send e-mails to authors and it 
should be possible to add items to repositories remotely. Publishers who are 
green not gold should ideally work with PMC and can also send e-mails to 
authors reminding them of the green policy.

Although research on coronavirus is urgent, university researchers who are also 
teachers are likely swamped due to a sudden shift to online teaching this 
semester. For this group, it might make sense to time communication after the 
semester ends.

Just some ideas...


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] COVID-19, open access and open research: good progress, and what is missing

2020-03-30 Thread Heather Morrison
taylorandfrancis.com/coronavirus/>r: microsite that provides 
“links and references to all relevant COVID-19 research articles, book chapters 
and information that can be freely accessed on Taylor & Francis 
Online<https://www.tandfonline.com/> and Taylor & Francis ebooks in support of 
the global efforts in diagnosis, treatment, prevention and further research 
into COVID-19″; prioritizing rapid publication of COVID-19 research.

Wiley<https://newsroom.wiley.com/press-release/all-corporate-news/wiley-opens-access-support-educators-researchers-professionals-amid>
 offers free access to resources until the end of the Spring 2020 term to help 
with online education; ” making all current and future research content and 
data on the COVID-19 Resource 
Site<https://novel-coronavirus.onlinelibrary.wiley.com/?HootPostID=a0d07a4e-7c73-43ad-91d9-0ba3a643d5dc=twitter=wileyinresearch>
 available to PubMed Central”.

Discussion

Some best practices beyond making directly relevant resources free from 
different companies that others could follow:

  *   Comprehensive, company-wide COVID-19 response: RELX (Elsevier +)
  *   Help for educational institutions facing the challenge of suddenly moving 
online: Wiley
  *   Rapid publication: informa (Taylor & Francis +), RELX (Elsevier +)
  *   PubMedCentral deposit, facilitating search by researchers and best 
long-term solution: Wiley, RELX (Elsevier +)

Gaps

  *   No hospital for countries most in need (another hospital in Austria is 
welcome, but there are many other countries with greater needs).
  *   Resources beyond those most directly and obviously related to COVID-19.
  *   Language: the only language mentioned besides English is RELX / Elsever, 
and only Mandarin is mentioned.

This is the full text of a post on Sustaining the Knowledge Commons:
https://sustainingknowledgecommons.org/2020/03/30/covid-19-open-access-and-open-research-good-progress-and-what-is-missing/

Comments are welcome on the list or on the blog. I acknowledge in advance that 
many other publishers are doing excellent work providing resources relevant to 
the pandemic. The purpose of this post is to share some early analysis on best 
practices (copycats welcome) and gaps.


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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Re: [GOAL] Help ensure vital Open Science/Scholarship infrastructure

2020-01-24 Thread Heather Morrison
Another question (inspired by Paige's, thanks): is there a way for researchers 
and/or research projects like Sustaining the Knowledge Commons without funding 
to commit to officially endorse SCOSS?

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706
[On research sabbatical July 1, 2019 - June 30, 2020]

From: goal-boun...@eprints.org  on behalf of Mann, 
Paige 
Sent: Friday, January 24, 2020 2:53:24 PM
To: goal@eprints.org 
Subject: Re: [GOAL] Help ensure vital Open Science/Scholarship infrastructure

Attention : courriel externe | external email

Hi Vanessa,

How do individuals or libraries contribute to "SCOSS co-ordinated funding"? I 
don't see a mechanism on the SCOSS website. Does SCOSS serve more as a 
recommender of initiatives than a coordinating body to fund these initiatives?

Thanks for clarifying,
Paige


Paige Mann
STEM Librarian | Scholarly Communications Librarian
University of Redland

-Original Message-
Date: Thu, 23 Jan 2020 13:53:07 +0100
From: Vanessa Proudman 
Subject: [GOAL] Help ensure vital Open Science/Scholarship
infrastructure remains open and free
To: 
Message-ID: 
Content-Type: text/plain; charset="us-ascii"


Dear colleagues,


Last month, SCOSS 
<https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.scoss.orgdata=02%7C01%7CPaige_Mann%40redlands.edu%7Cc2e3ae4045944f40e6d208d7a0c50224%7C496b6d7d089e431889efd9fdf760aafd%7C0%7C0%7C637154640338673191sdata=meNdHiUrT6e2l201jkDzWHO0G%2BtGViiHj5OHrRAWfs0%3Dreserved=0>
 , a crowd-funding style initiative intent on helping secure the services that 
comprise our vital Open Science / Scholarship infrastructure, launched our 
second funding cycle.
As a new year begins, we are working hard to continue spreading the word of 
this latest appeal to the international library community.


SCOSS was formed in early 2017 with the purpose of providing a new co-ordinated 
cost-sharing framework for enabling the broader OA and OS community to support 
the non-commercial services on which it depends. It is committed to helping 
provide funding for the operation and development of key services.


For this funding round, SCOSS thoroughly vetted four services that we are 
presenting to the international community for community funding:

* The Directory of Open Access Books (DOAB 
<https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.doabooks.org%2Fdata=02%7C01%7CPaige_Mann%40redlands.edu%7Cc2e3ae4045944f40e6d208d7a0c50224%7C496b6d7d089e431889efd9fdf760aafd%7C0%7C0%7C637154640338673191sdata=b0MtyoY9QzB2TmQPklMVLDpeLkm6v2U9VPay7dy%2FOdA%3Dreserved=0>
 ), a digital directory of peer-reviewed Open Access books and Open Access book 
publishers; and Open Access Publishing in European Networks (OAPEN 
<https://nam10.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.oapen.org%2Fhomedata=02%7C01%7CPaige_Mann%40redlands.edu%7Cc2e3ae4045944f40e6d208d7a0c50224%7C496b6d7d089e431889efd9fdf760aafd%7C0%7C0%7C637154640338673191sdata=HZol4OeYSsN25OUpm0MPqfXIW%2Fs%2BMCflsrZLohb3VQw%3Dreserved=0>
 ), a growing repository of freely accessible academic books;
*
* The Public Knowledge Project (PKP 
<https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fpkp.sfu.ca%2Fdata=02%7C01%7CPaige_Mann%40redlands.edu%7Cc2e3ae4045944f40e6d208d7a0c50224%7C496b6d7d089e431889efd9fdf760aafd%7C0%7C0%7C637154640338673191sdata=Qq8sQZZ9%2B2SAWVTvkCeXFZWV135huNeBrseBxXHe5VY%3Dreserved=0>
 ), a university initiative that creates open-source software and services, 
including Open Journal Systems (OJS), which is used to publish more than 9,000 
OA journals worldwide.
*
* OpenCitations 
<https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fopencitations.net%2Fdata=02%7C01%7CPaige_Mann%40redlands.edu%7Cc2e3ae4045944f40e6d208d7a0c50224%7C496b6d7d089e431889efd9fdf760aafd%7C0%7C0%7C637154640338673191sdata=M88Rz9ocf1sNo8ttZiog1uo01F3HPPxLjR68rBEZtZE%3Dreserved=0>
 , a scholarly infrastructure service that provides open bibliographic and 
citation data;


With your help, we can help ensure that these services have the chance to 
continue to be free and open to us all.


More than 200 of your fellow academic institutions around the world have 
collectively pledged more than 1.6 million Euros during the first funding 
cycle. This support provides essential bridge funding to the Directory of Open 
Access Journals and Sherpa/RoMEO while they work to achieve more secure, 
long-term financial footing.


As a member of the community that relies on these services, we are asking that 
your institution consider becoming part of a voluntary endowment 

[GOAL] OA APC open peer review report and invitation to participate in open peer review discussion

2020-01-20 Thread Heather Morrison
Thank you to those who participated in the open peer review of the OA APC 
dataset and its documentation. The final version of the documentation is posted 
here:
https://sustainingknowledgecommons.org/2019/11/20/oa-main-2019-dataset-documentation-and-open-peer-review-invitation/

If you are more interested in a summary of results to date, as a reminder this 
can be found here:
https://sustainingknowledgecommons.org/2019/11/27/oa-apc-longitudinal-survey-2019/

One of the comments from Heather Staines has inspired a discussion on open peer 
review per se. In brief, some initiatives are forging ahead with technologies 
to support open peer review such as the Knowledge Futures Commonspace. I 
applaud and support these early experiments, but also suggest it is early days 
and it is timely to begin a discussion about what we might want the new 
technologies available to us to achieve.

For example, the potential of online annotation is exciting, but a technology 
that directs our attention to annotation strikes me as likely to focus our 
attention on wordsmithing and minor issues and away from more substantive 
issues such as critique of underlying assumptions.

I invite anyone interested to read the discussion between the two of us (so 
far), at 
https://sustainingknowledgecommons.org/2020/01/08/open-peer-review-discussion/ 
and contribute your own perspective, whether on the blog or on the list.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] OA Main 2019: open peer review invitation reminder

2020-01-07 Thread Heather Morrison
greetings,

** January 15 suggested deadline **

This is a reminder that open peer review is being sought for the Sustaining the 
Knowledge Common's project OA main 2019 dataset and its documentation. For 
those who may not have time for a thorough peer review, a set of 6 questions is 
provided and responses to any of the questions would be welcome. This is an 
opportunity to participate in an experimental approach to two innovations in 
scholarly communication: a particular approach to open peer review, and peer 
review of a dataset and its documentation. The latter is considered important 
to encourage and reward researchers for data sharing.

Although full open peer review is the default, if anyone would like to remain 
anonymous this should be reasonably easy to accommodate by having a friend or 
colleague forward your comments with an indication of their anonymity.

January 15 is the deadline but if anyone interested would like to participate 
and needs more time, just let me know. Thank you to those who have already 
provided comments.

Details and materials can be found here:

https://sustainingknowledgecommons.org/2019/11/20/oa-main-2019-dataset-documentation-and-open-peer-review-invitation/


best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] Dramatic Growth of Open Access 2019

2020-01-06 Thread Heather Morrison
201[https://sustainingknowledgecommons.files.wordpress.com/2020/01/base.png?w=300=180]<https://sustainingknowledgecommons.files.wordpress.com/2020/01/base.png>9
 was another great year for open access! Of the 57 macro-level global OA 
indicators included in The Dramatic Growth of Open Access, 50 (88%) have growth 
rates that are higher than the long-term trend of background growth of 
scholarly journals an d articles of 3 – 3.5% (Price, 1963; Mabe  Amin, 
2001). More than half had growth rates of 10% or more, approximately triple the 
background growth rate, and 13 (nearly a quarter) had growth rates of over 20%.

[https://sustainingknowledgecommons.files.wordpress.com/2020/01/opendoar.png?w=300=180]<https://sustainingknowledgecommons.files.wordpress.com/2020/01/opendoar.png>Newer
 services have an advantage when growth rates are measured by percentage, and 
this is reflected in the over 20% 2019 growth category. The number of books in 
the Directory of Open Access Books tops the growth chart by nearly doubling 
(98% growth); bioRxiv follows with 74% growth. A few services showed remarkable 
growth on top of already substantial numbers. As usual, Internet Archive stands 
out with a 68% increase in audio recordings, a 58% increase in 
co[https://sustainingknowledgecommons.files.wordpress.com/2020/01/08d8c-doaj2barticles.png?w=320=163]llections,
 and a 48% increase in software. The number of articles searchable through DOAJ 
grew by over 900,000 in 2019 (25% growth). OpenDOAR is taking off in Asia, the 
Americas, Africa, and overall, with more than 20% growth in each of these 
categories, and SCOAP3 also grew by more than 20%.

The only area indicating some cause for concern is PubMedCentral. Although 
overall growth of free full-text from PubMed is robust. A keyword search for 
“cancer” yields about 7% – 10% more free full-text than a year ago. However, 
there was a slight decrease in the number of journals contributing to PMC with 
“all articles open access”, a drop of 138 journals or a 9% decrease. I have 
double-checked and the 2018 and 2019 PMC journal lists have been posted in the 
dataverse in case anyone else would like to check (method: sort the “deposit 
status” column and delete all Predecessor and No New Content journals, then 
sort the “Open Access” column and count the number of journals that say “All”. 
The number of journals submitting NIH portfolio articles only grew by only 1. 
Could this be backtracking on the part of publishers or perhaps technical work 
underway at NIH?

Full data is available in excel and csv format from: Morrison, Heather, 2020, 
“Dramatic Growth of Open Access Dec. 31, 2019”, 
https://doi.org/10.5683/SP2/CHLOKU, Scholars Portal Dataverse, V1

References

Price, D. J. de S. (1963). Little science, big science. New York: Columbia 
University Press.

Mabe, M.,  Amin, M. (2001). Growth dynamics of scholarly and scientific 
journals. Scientometrics, 51(1), 147–162.

This post is part of the Dramatic Growth of Open Access 
Series<https://poeticeconomics.blogspot.com/2006/08/dramatic-growth-of-open-access-series.html>.
 It is cross-posted from The Imaginary Journal of Poetic Economics.


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] Scholarly research - global shift in funding

2019-12-04 Thread Heather Morrison
Some observations from the 2018 STM report on a global shift in countries' 
funding of research that might interest list members:

Chin

"China  has  overtaken  the  US  to  become  the  pre-eminent  producer  of  
global  research papers  globally,  with  a  share  of  about  19%,  and  on  
current  trends  its  research spending  will  also  exceed  the  US’s  by  the 
 early  2020s.  The  US  accounts  for  18%  of global  articles,  while  India 
 has  also  seen  rapid  growth  in  recent  years,  and  now produces  5%  of  
global  outputs,  ahead  of  Germany,  the  UK  and  Japan,  each  on  4% (page 
29)".


>From the Executive Summary of:


Johnson, R., Watkinson, A., & Mabe, M. (2018). The STM report: An overview of 
scientific and scholarly publishing 5th edition 1968 - 2018: celebrating the 
50th anniversary of STM. Retrieved from The International Association of 
Scientific, Technical and Medical Publishers (STM) website: 
https://www.stm-assoc.org/2018_10_04_STM_Report_2018.pdf


 TDr.Further insights / research on this trend and its implications would be of 
interest.

Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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Re: [GOAL] Linked Research

2019-11-28 Thread Heather Morrison
Thanks Scott.


This article by Capadisli et al. is very interesting. I don't see how to 
interact with it as others have, so will post my comments here on GOAL.


There are some apparent similarities and some important differences between 
these authors' perspectives on the potential of the online digital environment 
for scholarly communication and my own.


Similarities


The publisher as intermediary is no longer necessary, as it was for most of us 
from the time of the printing press to the early online environment. I do not 
need a publisher to disseminate my work and provide means for feedback. Setting 
up web services to accomplish these tasks is inexpensive and easy.


Sharing and re-using data is one means to advance our knowledge faster than we 
could in the past. My recent post analyzing 2010 and 2019 APC data is an 
illustration:

https://sustainingknowledgecommons.org/2019/11/26/2010-2019-apc-update/

If all I had access to were the peer-reviewed article, in comparing with 2019 
results I would only have seen that the global average APC has changed little, 
and would have missed the average price increase for this particular sub-set of 
journals. This was made possible by Solomon & Björk's willingness to share 
their data.

Differences

Use the term "open knowledge" not "open science", please. Science is only one 
type of knowledge, and is useless without the other types. Does science need 
philosophy? Logic and ethics are branches of philosophy. Would we want to rely 
on science practiced without logic and ethics? In my opinion, no. Cutting 
philosophy departments and redirecting funding to science is short-sighted. 
Another example: to understand why science needs other forms of knowledge to be 
effective, consider the contrast between scientific knowledge about climate 
science and our seeming inability to act on this knowledge. More here: 
https://ruor.uottawa.ca/handle/10393/38890

To evaluate research, read and think, do not rely on metrics. It is a logical 
fallacy to equate "impact" with "good quality", and metrics-based assessment is 
a perverse incentive. Consider the study falsely correlating vaccination and 
autism: highly cited both before and after retraction, plenty of evidence for 
knowledge transfer to the public - and what other researchers can claim the 
real-world impact of bringing back illnesses such as measles? More here:
https://ruor.uottawa.ca/handle/10393/39088

No one size fits all - I argue that it is best to start with the research and 
researchers, the data, rather than trying to provide a universal framework. 
Even in the small research circle of APC data, my team's data (pricing gathered 
from publisher websites, DOAJ, other researchers' data) is not the same as the 
OpenAPC group's data. OpenAPC involves a group that pays APCs who have decided 
to share their data. A group like this can easily see the logic of 
standardizing data for re-use and have incentive to do so. It is their data and 
they can license it as they please. I have no means of compelling every OA 
publisher to standardize their pricing data. Publishers do not necessarily have 
an incentive to make this kind of research easy. Standardizing pricing data is 
not necessarily desirable as it may eliminate creative innovations and discount 
possibilities.

There are some types of data, such as GIS, where standards and interoperability 
are highly desirable. However, there are a great many types of research data. 
The variables that are important (or possible) to record in one research study 
may not be optimal (or possible) for another one.

I see dangers as well as opportunities in re-using data. Data collection is 
hard work; I can see researchers being tempted to simply take data others have 
collected and analyzing it without fully understand the data itself. This could 
result in reproducible but invalid analysis (make the same mistakes, get the 
same invalid answers).

To return to similarities: openly sharing such ideas and openness to critique 
is helpful to advance our understanding of how to move towards open knowledge.


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: goal-boun...@eprints.org  on behalf of Scott 
Abbott 
Sent: Thursday, November 28, 2019 1:27:15 PM
To: goal@eprints.org 
Subject: [GOAL] Linked Research

Attention : courriel externe | external email
Hi all

I’d like to share this work to this list in the hope of generating awareness 
and discussion.

I’m not an author or connected to the project in any way beyond my kee

[GOAL] OA APC longitudinal survey 2019

2019-11-27 Thread Heather Morrison
This post presents results of the 2019 OA APC longitudinal survey and extends 
an invitation to participate in an open peer review process of the underlying 
data and its documentation. One thing that is not changing is that most OA 
journals in DOAJ do not charge APCs: 10,210 (73%) of the 14,007 journals in 
DOAJ as of Nov. 26, 2019 do not have APCs. The global average APC in 2019 is 
908 USD. This figure has changed little since 2010, however this consistency 
masks considerably underlying variation. For example, the average APC in 2019 
for the 2010 sample has increased by 50%, a rate three times the inflation rate 
for this time frame. The tendency to charge or not to charge, how much is 
charged and whether prices are increasing or decreasing varies considerably by 
journal, publisher, country of publication, language and currency. One surprise 
this year was the top 10 countries by number of OA journals in DOAJ. As usual, 
Europe, the US and Latin America are well represented, but Indonesia is now the 
second largest country in DOAJ and Poland, Iran, and Turkey are among the top 
10, perhaps reflecting the work of the DOAJ ambassadors. Pricing per journal 
shows mixed trends; most journals did not change price between 2018 and 2019, 
but there were price decreases as well as increases. The UK’s Ubiquity Press 
stands out as having a relatively low APC (a fraction of Oxford’s, another 
UK-based publisher) and no price increases.

https://sustainingknowledgecommons.org/2019/11/27/oa-apc-longitudinal-survey-2019/



Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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Re: [GOAL] Knowledge Exchange Publication on Monitoring agreements with Open Access elements

2019-11-27 Thread Heather Morrison
Thank you for sharing this document, this is very informative.


A comment on the approach: while good intentions are obvious here and the 
overall goal of full open access is one that we share, the monitoring involved 
(demanding article-level metadata from publishers which in turn requires author 
and funder metadata in effect imposing upstream technical requirements) appears 
to be problematic for several reasons.


Monitoring via publisher offsetting agreements is Inefficient in comparison 
with institutional OA repository and IR: when a researcher receives grant 
funding that is administered through a university or research organization, the 
organization is already tracking the individual researcher and the funding. 
This is necessary for accountability purposes; the primary focus of monitoring 
the use of funding is, and should be, ensuring that funds are spent on doing 
research rather than lining peoples' pockets or subsidizing vacations. 
Institutional OA policy and services do not require an additional layer of 
tracking of individual researchers and their grants. If works are deposited in 
the IR, OA status can be determined locally, and reported consortially or 
nationally if desired.


As a researcher with funding, my institution and funding agency both have 
reporting expectations. A funding agency could simply ask for a report on how 
the researcher has met the OA policy as part of the final report. For some 
researchers, this might inspire post-hoc OA action. Similarly, an institution 
can ask researchers to report on OA policy compliance, just as researchers are 
expected to meet policy requirements for research ethics and accountability.


More important, the impact of technical developments for monitoring seem highly 
likely to lock in what should be considered a publishing model based on print 
(journals and books, optimized for the printing press and postal system) that 
should be regarded as in the process of becoming obsolete.


As an open researcher, very little of my work would be reflected in the 
monitoring system described. Attempting to expand the monitoring system to 
include new formats such as open data and research blogs would multiply the 
inefficiencies of monitoring and likely stifle innovation.


There are compelling public interest arguments for global open access. There 
are a lot of details to figure out in the shift to OA, but let's not lose sight 
of the big picture, the potential for uniting humanity in a common quest for 
knowledge, in the process.


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]



From: goal-boun...@eprints.org  on behalf of Kant, 
Juliane 
Sent: Tuesday, November 26, 2019 8:55 AM
To: Global Open Access List (Successor of AmSci) 
Subject: [GOAL] Knowledge Exchange Publication on Monitoring agreements with 
Open Access elements

Attention : courriel externe | external email

Dear list,



I'm happy to let you know that Knowledge 
Exchange<http://www.knowledge-exchange.info/> (KE) has published the article 
Monitoring agreements with Open Access elements: why article level metadata is 
important.



If  you are interested in monitoring OA publications and monitoring cost data 
for OA publications at a national or institutional level or by funder this may 
be an interesting article for you to read.



The Knowledge Exchange (KE) Monitoring Open Access (OA) task and finish group 
has undertaken research on agreements with OA elements (e.g. agreements with 
APC discounts, offsetting agreements, read and publish agreements) set between 
consortia from KE countries and major publishers between 2016 and early 2019. 
Following recommendations from KE and ESAC it assessed agreements with OA 
elements to investigate what article-level metadata consortia request from 
publishers and what metadata publishers deliver to consortia.



With Plan S research funders requiring a full transition to OA by 2021, the 
delivery of article-level metadata becomes critical to monitor publishers’ 
compliance with Plan S requirements for transformative arrangements.



The research findings showed that:

  *   Not all consortia agreements requested the article-level metadata as 
recommended by KE and ESAC.
  *   Most importantly, none of the publishers provided all the metadata that 
the consortia requested.
  *   Publishers also did not deliver the same metadata across countries and 
this may be due lack of consistency in their practices.

The research findings can be used as a benchmark to monitor how major 
publishers were performing in KE countries until earl

[GOAL] Hindawi APC comparison 2018

2019-11-05 Thread Heather Morrison
​Thanks to Anqi Shi

ABSTRACT:

481 Hindawi journals were analyzed. 226 (47%) journals published at some point 
from 2010 – 2019 have ceased publication, 7 cannot be found on the Hindawi 
website anymore and 1 has been transferred to another publisher. In 2019, there 
are 247 journals actively publishing on the Hindawi website. All the journals 
are charging APCs. The average price is 1186.44 USD, an increase of 14% over 
the 2018 APC (1040.30 USD). Compared to the US inflation rate for 2018 of 
2.44%(“U.S. Inflation Rate 1960-2019” n.d.), the publication fee rises more 
than 5 times. Among active journals, 17% of the 217 journals did not change in 
price; 30% journals decreased their price while more than half (53%) of the 
journals increased price. The amount of price increase starts from 25 USD up to 
1350 USD. 14 journals appear to have switched from “no fee” to “fee”, with 
different APCS from 750 USD to 1350 USD.

Most journals that not found on the website in 2018 now been illustrated ceased 
on the web page with the specific ceased year and where to find previous 
publication articles which could be good practice for authors who are trying to 
find the latest information about specific journals. it also benefits other 
publishers to follow the lead.

Details:

https://sustainingknowledgecommons.org/2019/11/05/hindawi-apc-comparison-2018-2019/

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] Research posts on open access and Francophone Africa

2019-10-24 Thread Heather Morrison
Tanoh Laurent Kakou has published two brief research posts on open access in 
the context of Francophone Africa. Following are links and citations to Kakou's 
posts, brief highlights in French an English Synopses (abstract with 
perspective).

Original posts and highlights:
Kakou, T.L. (2019). Arima, une revue africaine dans Hal archives. Soutenir les 
savoirs communs. 
https://sustainingknowledgecommons.org/2019/10/23/arima-une-revue-africaine-dans-hal-archives/
Nous présentons dans cette recherche :Hal archives. Hal est une plateforme 
d’archives ouvertes. Elle conserve des revues sur sa plateforme Episciences.org 
sur laquelle l’on trouve une revue africaine Arima...

English synopsis by Heather Morrison:

African journals seek to create a space for themselves by disseminating their 
journals through online platforms and archives. There are multiple 
possibilities for preservation and publishing on line. One of these is 
electronic archiving. In this research post Kakou presents the HAL archive and 
explores the representation of African document. Developed and administered by 
the Centre pour la Communication Scientifique Directe (CCSD), the platform HAL 
is an open archive in Social Sciences. In this post, Kakou presents an overview 
of the services offered by HAL, including  Episciences.org and 
Sciencesconf.org. Episciences.org offers journal publishing within the archive 
and supports the innovative peer-review overlay approach to journal publishing. 
Arima, a journal that has been supported by the North-South coalition Colloque 
africain pour la Recherche en Informatique et mathématiques appliquées (CARI) 
for twenty years, is among the 15 Episciences journals. This is « our » 
platform too ; Morrison’s 2018 ELPUB OA APC survey can be found in Episciences.

Kakou, T.L. (2019).  OpenEdition et les revues savantes d’Afrique. Soutenir les 
savoirs commun. 
https://sustainingknowledgecommons.org/2019/10/23/openedition-et-les-revues-savantes-dafrique/
Parmi les revues que OpenEdition publie, 21 revues sont africaines. Elles sont 
localisées dans 5 pays. Seul un pays africain (Kenya) y figure. Ce sont : 
Nederland (1), Portugal (2), Kenya (1), France (17), Italie (1).

English synopsis by Heather Morrison:


OpenEdition (formerly Revues.org) publishes 21 African journals. Only one of 
these journals is published in an African country (Kenya). In this post Kakou 
illustrates a gap in dissemination of African scholarship, particularly 
francophone African scholarship. For example, of the 524 journals included in 
African Journals Online (AJOL), 465 (89%) are published in English speaking 
countries and only 39 (7%) in French speaking countries. Only 12 of the 24 
African countries where French is an official or co-official languages are 
represented in AJOL. This research illustrates the African and particularly 
Francophone African knowledge gap that is the focus of Kakou’s doctoral 
research.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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Re: [GOAL] [SCHOLCOMM] Evaluation and metrics: why not (a critical perspective)

2019-10-23 Thread Heather Morrison
Thank you for your contribution, Lizzie!

I love this quote from your The blind and the elephant... "
“When using any indicator for purposes that have rewards attached – especially 
when the entity is small – you should use metrics with extreme care.”

I agree. ​This is a key point that I am trying to make. Metrics based on 
substantive collective knowledge make sense. Let's aim to achieve the CO2 
emissions reductions that are needed to avoid catastrophic climate change (and 
wouldn't it be nice if newspapers decided to report our collective progress on 
this prominently on a daily basis)? Similarly, we can assess our collective 
progress in preventing and treating cancer through epidemiological data.

However, evaluating an individual scholar or scholarly article on the basis of 
citations is problematic because there are rewards attached for the small 
entity, the individual scholar - from job loss to promotion, prestige, grant 
funding. This creates an incentive to overstate positive findings, understate 
limitations, see patterns in data that aren't really there, and even to commit 
fraud. Less (or no) reliance on metrics in this case would be in the best 
interests of advancing our collective knowledge.

Metrics (like most things) are neither good nor bad in and of themselves. 
Whether metrics are beneficial or otherwise depends on who is using them, how, 
and for what purpose. Some beneficial examples of metrics (from my perspective) 
are to understand and ameliorate bias in hiring, salaries, grant funding, etc.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: Elizabeth Gadd 
Sent: Wednesday, October 23, 2019 3:54 AM
To: Heather Morrison 
Cc: scholc...@lists.ala.org ; Global Open Access List 
(Successor of AmSci) ; Julie Bayley ; 
g.derr...@lancaster.ac.uk 
Subject: Re: [SCHOLCOMM] Evaluation and metrics: why not (a critical 
perspective)

Attention : courriel externe | external email
Hi Heather

Thanks for your email!  A few thoughts:

1) The UK has given the notion of measuring impact quite a lot of thought, 
having had this measured as part of their national research assessments since 
2009. I would refer you to the brilliant work by Julie Bayley 
(https://juliebayley.blog/ <https://juliebayley.blog/> ) and Gemma Derrick 
(https://www.palgrave.com/gp/book/9783319636269) (copied in) in this space for 
a full exploration of all the issues, including the negative impacts you 
describe, something Gemma’s group have termed ‘grimpacts’.
2) With regards to your statement that the assessing of scholarly work does not 
require metrics, I would refer you to a piece I’ve written called ‘The Blind 
and the elephant: bringing clarity to our conversations about responsible 
metrics’. 
(https://thebibliomagician.wordpress.com/2019/05/15/the-blind-and-the-elephant-bringing-clarity-to-our-conversations-about-responsible-metrics/)
  In it I argue that we need to be a bit careful about sweeping statements 
about metrics, because there are many reasons we evaluate research (I name six) 
and at many different levels of granularity (individual, group, country, etc). 
In some settings, the use of metrics can be helpful, in others not. I would 
always generally argue that metrics + peer review give us the best chance of 
responsible assessment, as metrics can mitigate against unconscious bias in 
peer review.
3) To find other examples of best practice in research evaluation, DORA are 
compiling these on their website 
(https://sfdora.org/good-practices/research-institutes/).
4) For more discussion on these issues there are a number of dedicated 
discussion lists now. In the US, there is the RESMETIG list; in Canada the 
BRICS group; in the UK the LIS-Bibliometrics group, and finally an 
international working group looking at research evaluation called INORMS 
Research Evaluation Working Group.

I hope this is helpful?

All best
Lizzie

Dr Elizabeth Gadd
Research Policy Manager (Publications)
Research Office
Loughborough University
Loughborough, Leicestershire, UK

T: +44 (0)1509 228594
S: lizziegadd
E: e.a.g...@lboro.ac.uk


On 22 Oct 2019, at 22:04, Heather Morrison  wrote:



Rigorous scholarly work requires periodic assessment of our underlying 
assumptions. If these are found to be incorrect, then any logical arguments or 
empirical work based on these assumptions should be questioned.


Assumptions underlying metrics-based evaluation include:

  1.  impact is a quality of good scholarship at the level of individual works
  2.  aiming for impact is desirable in scholarly work

Let's conside

[GOAL] Evaluation and metrics: why not (a critical perspective)

2019-10-22 Thread Heather Morrison
Rigorous scholarly work requires periodic assessment of our underlying 
assumptions. If these are found to be incorrect, then any logical arguments or 
empirical work based on these assumptions should be questioned.


Assumptions underlying metrics-based evaluation include:

  1.  impact is a quality of good scholarship at the level of individual works
  2.  aiming for impact is desirable in scholarly work

Let's consider the logic and an example.


  1.  Is impact a good thing? Consider what "impact" means in other contexts. 
Hurricanes and other natural disasters have impact; when we seek to work in 
harmony with the environment, we try to avoid impact. "Impact" is not 
essentially tied to the quality of "good".
  2.  Is aiming for impact at the level of individual scholarly works 
desirable? According to Retraction Watch, one of the top 10 most highly cited 
papers includes "the infamous Lancet paper by Andrew Wakefield that originally 
suggested a link between autism and childhood 
vaccines<http://retractionwatch.com/2011/01/06/some-quick-thoughts-and-links-on-andrew-wakefield-the-bmj-autism-vaccines-and-fraud/>"
 (from: 
https://retractionwatch.com/the-retraction-watch-leaderboard/top-10-most-highly-cited-retracted-papers/).
 This article has been highly cited in academic papers both before and after 
retraction, widely quoted in traditional and social media, and I argue can 
demonstrate real-world impact (in the form of the return of childhood diseases 
that were on track to worldwide eradication) that is truly exceptional. Any way 
you measure impact, this article had it. Could this be a fluke? I argue that 
there are logical reasons why this is would not be a fluke. When researchers 
are rewarded for impact, this is an incentive to overstate the conclusions, see 
positive and interesting results beyond what the data shows, and even outright 
fraud.

It is important to distinguish the consequences of impact at the level of an 
individual research work and scholarly consensus based on a substantial body of 
evidence (such as climate change).

It is also important to consider some of the implications of metrics-based 
evaluation on individual scholars. Social biases such as those based on gender, 
ethnic origin, and Western centrism are common in our society, including in 
academia. There is some recognition of this is traditional academic work and 
some work to counter bias (such as blind reviews), however this cannot be 
controlled in the downstream academic environment and it seems obvious that 
metrics that go beyond academic citations will tend to amplify such biases.

Evaluation of the quality of scholarly work does not require metrics. Anyone 
who is a researcher needs to do a great deal of reading and assessment of 
scholarly works. Professors read and grade papers and theses. When I evaluate 
dossiers for scholarships or grants or tenure and promotion committees, I read 
and evaluate the works.

The University of Ottawa has what I consider a good, non-metrics-based approach 
to evaluating research. Although it was written some time ago, it is still 
leading-edge. To obtain promotion and tenure, for example, a professor needs to 
demonstrate that they are contributing a sufficient amount of original research 
beyond their dissertation. It is recognized that there are many different kinds 
of knowledge generation. A scientist may publish journal articles; a professor 
in theatre may accomplish innovations in production of plays. There is no need 
to add preprints; this is already covered. If you know of other good non-metric 
models for evaluation, please share with the list.

This e-mail is a brief piece on a topic that I've written about in quite a bit 
more detail. Anyone who has the time is invited to read this book chapter in 
the process of publication that I wrote: "What counts in research? Dysfunction 
in knowledge creation & moving beyond". In addition to a critical view of 
metrics-based evaluation (traditional and altmetrics), readers may be 
interested in learning about how metrics feed into university rankings and the 
growing role of Elsevier in this space. When the book is published, I'll refer 
to the work of fellow authors for an explanation of the problems associated 
with university rankings per se.

http://hdl.handle.net/10393/39088

best,

Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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[GOAL] De Gruyter / Sciendo 2019 growth, ANSInet APC decreases

2019-10-16 Thread Heather Morrison
Two recent posts on the Sustaining the Knowledge Commons blog that may be of 
interest:

De Gruyter and Sciendo open access journals expanding in 2019
by Hamid Pashaei and Heather Morrison

Abstract
De Gruyter is a well-known traditional academic publisher with 270 years of 
experience. We first noted the dramatic expansion of De Gruyter into open 
access publishing in 2016 (French: Dumais-DesRosiers, M. & Brutus, W. (2016); 
English: Morrison (2016). In 2014, there were no De Gruyter titles listed in 
DOAJ; by the end of 2015, De Gruyter was the third largest publisher in DOAJ. 
In 2019, De Gruyter’s expansion into open access is even more remarkable, 
primarily through De Gruyter’s new imprint Sciendo, which has added more than 
300 OA journals in 2019. The majority of De Gruyter / Sciendo journals (57%) do 
not charge APCs. In many cases we were not able to ascertain whether or not 
there is a fee.

Details:
https://sustainingknowledgecommons.org/2019/10/16/de-gruyter-and-sciendo-open-access-journals-expanding-in-2019/

Finding: article processing fees decreased by ANSInet
by Anqi Shi

Highlights
According to the Asian Network for Scientific Information (ANSInet) website, 
the article processing charges (APCs) for almost all the listed journals 
dropped from 625 USD in 2018 to 325 USD in 2019 which is 48 percent 
decrease...ANSInet is included in our study as this publisher was formerly in 
DOAJ. ANSInet no longer listed in DOAJ...

Details:
https://sustainingknowledgecommons.org/2019/10/16/finding-article-processing-charges-apcs-decreased-in-ansinet/

Comments are appreciated, on the blog is the best way to communicate with the 
authors.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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Re: [GOAL] Call for applications - International Open Access Advisory Group

2019-09-13 Thread Heather Morrison
Thank you Peter.

For the benefit of others, I would like to highlight that this is an argument 
for open licensing for free use of scholarly works for commercial advertising 
purposes.

I argue that this is highly problematic from the perspective of moral and 
economic rights. If blanket free use for commercial advertising is permitted by 
open licensing, this applies to many other situations besides pharma promotion, 
such as weight loss or health supplement social media advertising. This might 
conflict with the moral rights of human research subjects, authors and funders, 
and CC does provide some possible remedies. However, it is easier to avoid this 
by not using open licensing than hiring a lawyer and pursuing moral rights 
after the harm is done.

In this case, CCC would be doing a disservice if the only consideration were 
economic rights. I don't know if this is the case.

>From an economic perspective, advertising is one potential source of income 
>for open access publishers. This is a potential for small not-for-profit 
>journals, not just Elsevier. Until we have a good stable source of income for 
>such journals, it is best for the economic sustainability of open access to 
>reserve commercial rights.

Whether free use of material for pharma promotion is or should be a goal of 
open access is a separate question that I set aside for now to focus on the 
fact that blanket downstream rights are by definition not limited to one 
industry. I do note since we started this conversation with transparency that 
no pharma company has yet spoken up about their own use and expectations.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706
[On research sabbatical July 1, 2019 - June 30, 2020]

From: goal-boun...@eprints.org  on behalf of Peter 
Murray-Rust 
Sent: Friday, September 13, 2019 1:00:50 PM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group

Attention : courriel externe | external email


On Fri, Sep 13, 2019 at 5:33 PM Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:
Peter (or others).

You refer to pharma companies paying tens of thousands of dollars to re-use 
open access works. Can you explain / provide examples? If works are 
free-to-read, even with All Rights Reserved copyright, pharma companies and 
their researchers can read and benefit from knowledge produced to date to 
further knowledge at no cost.

See https://twitter.com/petermurrayrust/status/1172554433202458625?s=20 6000 
USD for re-use of figures from an NC Cell article in pharma promotion. This is 
not "voluntary" I have said quite enough on this. If anyone cares about 
price-gouging by publishers feel free to re-use my tweet under CC BY.

--
"I always retain copyright in my papers, and nothing in any contract I sign 
with any publisher will override that fact. You should do the same".

Peter Murray-Rust
Reader Emeritus in Molecular Informatics
Unilever Centre, Dept. Of Chemistry
University of Cambridge
CB2 1EW, UK
+44-1223-763069
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Re: [GOAL] Call for applications - International Open Access Advisory Group

2019-09-13 Thread Heather Morrison
Peter (or others).

You refer to pharma companies paying tens of thousands of dollars to re-use 
open access works. Can you explain / provide examples? If works are 
free-to-read, even with All Rights Reserved copyright, pharma companies and 
their researchers can read and benefit from knowledge produced to date to 
further knowledge at no cost.

If pharma companies wish to use articles arising from research they have 
sponsored, they can specify retention of these specific rights in their 
contracts with researchers (bottom up similar to Harvard but slightly different 
terms).

By "voluntary payment", I mean that one can opt to pay 181 USD and use the 
figures, or not pay and not use the figures. The proposed tariff in Canada is 
meant to be compulsory.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706
[On research sabbatical July 1, 2019 - June 30, 2020]

From: goal-boun...@eprints.org  on behalf of Peter 
Murray-Rust 
Sent: Friday, September 13, 2019 11:26:58 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group

Attention : courriel externe | external email


On Fri, Sep 13, 2019 at 4:14 PM Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:

This may help to explain why universities are avoiding the license in spite of 
the risk of expensive litigation, and why I suggest that a voluntary $181 USD 
fee for re-use of 5 figures is, in comparison, a model of transparency and a 
bargain.

*** voluntary***???
This is no more voluntary than a paywall or subscription.

Copyright collectives are organizations that have a particular approach and 
culture. People in other countries may find their local collectives easier to 
work with.

Authors, publishers, and teachers do need to use works that are under 
copyright, sometimes in ways that go beyond fair use / fair dealing. Open 
licensing simplifies matters for some works, but not all works are, or ever 
will be, openly licensed. An organization like CCC makes it possible to find 
out who owns the rights and obtain permission. This saves time and sometimes 
makes to possible to re-use works when otherwise the use would be abandoned due 
to the complexity of finding copyright owners and negotiating use.

CCC are purely a rent-extractor whose only concern is maximising income for 
publishers. By making re-users pay for Open Access they are destroying the 
credibility of Open Access.
All those who argue for restricted re-use (NC, ND) must realise that this pours 
huge amounts of money into publishers which are contributing  nothing. An there 
is no logic in the world that says that pharma companies should pay tens of 
thousands to publishers for "open access" however much you feel they can pay. 
And this destroys so much re-use for teaching, new books, new research, etc..

It's about time that others take up this issue. There is no excuse for paying 
Elsevier or many other publishers for OpenAccess re-use.



best,

Heather Morrison

From: goal-boun...@eprints.org<mailto:goal-boun...@eprints.org> 
mailto:goal-boun...@eprints.org>> on behalf of 
Heather Morrison 
mailto:heather.morri...@uottawa.ca>>
Sent: Friday, September 13, 2019 8:20:52 AM
To: Global Open Access List (Successor of AmSci) 
mailto:goal@eprints.org>>
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group

Thank you, the Cell example is helpful.

If you look up Cell on Sherpa Romeo you will see that authors can self-archive 
their preprint on noncommercial servers such as arXiv and bioRxiv at no cost 
and with no delay: 
https://www.sherpa.ac.uk/romeo/search.php?source=journal=6580=en=|=simple<https://www.sherpa.ac.uk/romeo/search.php?source=journal=6580=en=%7C=simple>

In brief: this is what I recommend to authors and funders.

Details:

Relyx (Elsevier's parent company) is a corporation with a mandate to return 
profit to shareholders. In the case of Cell, revenue and profit is derived from 
selling the journal through subscriptions and selling re-use rights. For-profit 
scholarly publishers by definition must make a profit.

181 USD for the use of 5 figures is a model of transparency and a bargain in 
comparison with legally obligatory non-transparent blanket licensing as 
Canada's copyright collectives are demanding for limited rights that might not 
cover this case.

If the figures are in an arXiv version and the downstream author cannot afford 
the 181 USD, they can cite the arXiv version at no cost. There is a small cost 
in in

Re: [GOAL] Call for applications - International Open Access Advisory Group

2019-09-13 Thread Heather Morrison
Following is some background on the Canadian context that may be helpful to 
some readers.

One of the Canadian copyright collectives, Access Copyright, has proposed a 
tariff (like a tax, something one is obliged to pay), for 2014 - 2017 of $35 
per FTE students or $25 for colleges. For a university like mine with about 
40,000 students, that's $1.4 million dollars per year. What does this get us? 
Examples of rights are the right to copy up to 10% of a work and up to 20% in 
course content. This is absurd in the context where most works are purchased in 
electronic form under negotiated license agreements. There are strong arguments 
that what is covered is under fair dealing and/or licenses and in many cases is 
less rights than we have under current licenses.

Links to the propose tariff from here: 
https://www.accesscopyright.ca/educators/access-copyright-proposed-post-secondary-tariffs/

The model is based on print. The idea was that a university that paid for a 
single print book could not make and distribute copies to every student in a 
class without paying royalties. This model does not make sense when 
universities are paying, usually at a premium, for site-wide access for all 
students and staff.

The model also assumes that there are a group of entities, publishers and 
authors, who create works and that universities are the consumers. As a number 
of people pointed out in the latest Canadian copyright consultation, university 
faculty and students are the largest group of creators in the country, and we 
generally give away our work. uO students have made more than 10,000 theses 
open access through our institutional repository so far this decade. If the 
point is to direct $ to creators of copyrighted works, universities should 
receive cheques not invoices.

This model also assumes a static and (to me) outdated approach to teaching, 
passive textbook and lecture style. In active learning, students are expected 
to do research, write, share their works via blogs, student journals, Wikipedia 
etc.

This may help to explain why universities are avoiding the license in spite of 
the risk of expensive litigation, and why I suggest that a voluntary $181 USD 
fee for re-use of 5 figures is, in comparison, a model of transparency and a 
bargain.

Copyright collectives are organizations that have a particular approach and 
culture. People in other countries may find their local collectives easier to 
work with.

Authors, publishers, and teachers do need to use works that are under 
copyright, sometimes in ways that go beyond fair use / fair dealing. Open 
licensing simplifies matters for some works, but not all works are, or ever 
will be, openly licensed. An organization like CCC makes it possible to find 
out who owns the rights and obtain permission. This saves time and sometimes 
makes to possible to re-use works when otherwise the use would be abandoned due 
to the complexity of finding copyright owners and negotiating use.

best,

Heather Morrison

From: goal-boun...@eprints.org  on behalf of Heather 
Morrison 
Sent: Friday, September 13, 2019 8:20:52 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group

Thank you, the Cell example is helpful.

If you look up Cell on Sherpa Romeo you will see that authors can self-archive 
their preprint on noncommercial servers such as arXiv and bioRxiv at no cost 
and with no delay: 
https://www.sherpa.ac.uk/romeo/search.php?source=journal=6580=en=|=simple

In brief: this is what I recommend to authors and funders.

Details:

Relyx (Elsevier's parent company) is a corporation with a mandate to return 
profit to shareholders. In the case of Cell, revenue and profit is derived from 
selling the journal through subscriptions and selling re-use rights. For-profit 
scholarly publishers by definition must make a profit.

181 USD for the use of 5 figures is a model of transparency and a bargain in 
comparison with legally obligatory non-transparent blanket licensing as 
Canada's copyright collectives are demanding for limited rights that might not 
cover this case.

If the figures are in an arXiv version and the downstream author cannot afford 
the 181 USD, they can cite the arXiv version at no cost. There is a small cost 
in inconvenience, but no loss of knowledge.

Elsevier appears to be interpreting NC as necessary to their downstream 
commercial re-use rights. This is a matter of interpretation. NC/ND with author 
copyright means authors retain these rights, not publishers.  CC licenses with 
no NC grant blanket commercial rights to anyone. Under CC-BY for example, 
anyone could charge whatever they like for the 5 figures. Whether they could do 
this through CCC per se depends on CCC policy and practice, not the license. 
With blanket downstream commercial rights, anyone can set up a for-pay image 
database.

My recommendation: authors of Cell

Re: [GOAL] Call for applications - International Open Access Advisory Group

2019-09-13 Thread Heather Morrison
Thank you Peter.

I respectfully disagree. If Elsevier is retaining copyright and using an NC 
license, they have a right to sell the work and CCC has a right to coordinate. 
Elsevier practice is copyright in the name of the author with exclusive rights 
granted to Elsevier.

If articles are CC licensed without NC, anyone can sell them. This is the most 
common meaning of commercial rights in copyright; selling the work or rights to 
read or use the work.

Author copyright retention means that authors retain all rights. My solo 
authored blog IJPE under ARR is a clear-cut example. It is not clear that full 
author copyright retention is compatible with OA journal and book licensing. Do 
we want authors to have a right that their work be removed from a journal or 
book? If not, the publishers of journals and books need to have some rights.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706
[On research sabbatical July 1, 2019 - June 30, 2020]

From: goal-boun...@eprints.org  on behalf of Peter 
Murray-Rust 
Sent: Friday, September 13, 2019 4:38:48 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group

Attention : courriel externe | external email
Here's another example of the appalling misuse of CC-NC. Same article 
(copyright owned by the authors). I put in for a product description for a 
device company:



>>Permission Not Allowed

>>According to the policies of Elsevier, use of this content in the manner you 
>>are requesting is not allowed.

PMR> Elsevier are acting as if they are the owners of the copyright, they are 
soaking the world for thousands of dollars and creatin a monopoly. If anyone 
should be controlling the re-use it's the author. It's absolutely certain that 
the author has no idea what Elsevier and CCC are doing with the authors' 
content.

IMO this is close to theft. It's not Elseviers content and CCC has no rights to 
exact ths rent.
CCC+publishers are a major cause of the destruction of science and medicine. 
Closed access is bad enough but uncontrolled faux "open access" is worse. 
Elsevier asserts complete control over the re-use and sale of this material and 
yet the world goes along with the fiction it's "open access".

Remember the authors have paid Elsevier or "open access" and what Elsevier is 
actually creating is the total opposite.

It's greed and theft.

A necessary but not sufficient condition is that there is formal regulation. I 
have been banging on for 10 years and it's about time the world woke up and 
asserted its right.


On Fri, Sep 13, 2019 at 6:46 AM Guédon Jean-Claude 
mailto:jean.claude.gue...@umontreal.ca>> wrote:
It seems to me, Rob, that if you were aware that it "might be contentious" 
(), you might have also considered mentioning the fact, if only for the 
sake of honest transparency... Practising some analog of the caveat emptor 
philosophy in the field of copyright is not a good starting point.

Jean-Claude Guédon

On 2019-09-12 2:20 p.m., Rob Johnson wrote:

Dear Jean-Claude, Heather,

In haste, but thanks for flagging the concern on the NDA clause, I was aware 
this might be contentious, and will feed this back.



Certainly there are similar transparency requirements in the UK to those you 
describe in Ontario, including freedom of information requests and disclosure 
of salary information on high earners. These tend to apply to public bodies and 
charities, including higher education institutions, but the extent to which 
these are cascaded down to commercial entities is variable, and generally a 
matter of contract law rather statute or regulation. That said, expectations of 
greater transparency are well-established in other sectors where commercial 
actors provide public services, and/or where there is not a well-functioning 
market. As far as I’m aware there’s no fundamental reason why this couldn’t be 
extended to academic publishing if it’s deemed to be in the public interest to 
do so, it just hasn’t happened to date.



Best wishes,



Rob



From: goal-boun...@eprints.org<mailto:goal-boun...@eprints.org> 
<mailto:goal-boun...@eprints.org> On Behalf Of 
Heather Morrison
Sent: 12 September 2019 18:09
To: Global Open Access List (Successor of AmSci) 
<mailto:goal@eprints.org>
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group



Thank you for pointing out the NDA clause, Jean-Claude.



Copyright collectives such as CCC lobby for legislation that in effect directs 
$ to their members. At least t

Re: [GOAL] Call for applications - International Open Access Advisory Group

2019-09-13 Thread Heather Morrison
Thank you, the Cell example is helpful.

If you look up Cell on Sherpa Romeo you will see that authors can self-archive 
their preprint on noncommercial servers such as arXiv and bioRxiv at no cost 
and with no delay: 
https://www.sherpa.ac.uk/romeo/search.php?source=journal=6580=en=|=simple

In brief: this is what I recommend to authors and funders.

Details:

Relyx (Elsevier's parent company) is a corporation with a mandate to return 
profit to shareholders. In the case of Cell, revenue and profit is derived from 
selling the journal through subscriptions and selling re-use rights. For-profit 
scholarly publishers by definition must make a profit.

181 USD for the use of 5 figures is a model of transparency and a bargain in 
comparison with legally obligatory non-transparent blanket licensing as 
Canada's copyright collectives are demanding for limited rights that might not 
cover this case.

If the figures are in an arXiv version and the downstream author cannot afford 
the 181 USD, they can cite the arXiv version at no cost. There is a small cost 
in inconvenience, but no loss of knowledge.

Elsevier appears to be interpreting NC as necessary to their downstream 
commercial re-use rights. This is a matter of interpretation. NC/ND with author 
copyright means authors retain these rights, not publishers.  CC licenses with 
no NC grant blanket commercial rights to anyone. Under CC-BY for example, 
anyone could charge whatever they like for the 5 figures. Whether they could do 
this through CCC per se depends on CCC policy and practice, not the license. 
With blanket downstream commercial rights, anyone can set up a for-pay image 
database.

My recommendation: authors of Cell articles should self-archive preprints for 
open access and take advantage of pre-submission peer review (a community 
practice in arXiv) in order to post a preprint that has been peer reviewed. For 
the future: further develop this model and eliminate the role of the for-profit 
publisher.

I do not recommend paying for Elsevier postprint OA under any license. Their 
use of NC and ND is problematic. but so is their use of CC-BY.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706
[On research sabbatical July 1, 2019 - June 30, 2020]

From: goal-boun...@eprints.org  on behalf of Peter 
Murray-Rust 
Sent: Thursday, September 12, 2019 5:02:15 PM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group

Attention : courriel externe | external email
Typical example,
Skimmed through Cell to the first CC - NC - ND article:


DOI: https://doi.org/10.1016/j.cell.2019.05.055

Copyright
© 2019 The Author(s). Published by Elsevier Inc.
User License
Creative Commons Attribution – NonCommercial – NoDerivs (CC BY-NC-ND 
4.0)<http://creativecommons.org/licenses/by-nc-nd/4.0/> |
How you can reuse<https://www.cell.com/cell/fulltext/S0092-8674(19)30626-9#> 
[Information Icon]

Go to RightsLInk
Enter as academic author writing a book with CUP and requiring 5 figures.
CCC requires me to pay 181 USD to Elsevier / CCC
Try it yourself

It's irrelevant in practice who s the copyright owner , the total transparency 
is that Elsevier can extort rent for all CC -NC they pubish even if the author 
has copyright.
Transparency = daylight robbery

--
"I always retain copyright in my papers, and nothing in any contract I sign 
with any publisher will override that fact. You should do the same".

Peter Murray-Rust
Reader Emeritus in Molecular Informatics
Unilever Centre, Dept. Of Chemistry
University of Cambridge
CB2 1EW, UK
+44-1223-763069
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Re: [GOAL] Call for applications - International Open Access Advisory Group

2019-09-12 Thread Heather Morrison
ent and growth of open access 
publishing predates funder policies with preference for open access publishing.


Peter may be correct about publisher misuse of NC and ND; evidence to prove 
this point would be useful.  If this is happening, I agree in principle that 
this is a problem, but differ in my analysis. To me, the problem is not the 
license but the granting of exclusive rights to publishers (with or without 
nominal copyright for the author). There are good reasons for researchers to 
avoid granting blanket downstream rights for commercial use and derivatives, 
such as protecting the rights of human subjects and third party works. Avoiding 
open licensing altogether may be preferable to using more restrictive licenses, 
at least this is my perspective with respect to my own work, having given such 
matters a great deal of thought.


best,



Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: goal-boun...@eprints.org  on behalf of Peter 
Murray-Rust 
Sent: Thursday, September 12, 2019 2:13 PM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group

Attention : courriel externe | external email
A few more points about CCC.
* it is totally unregulated by external bodies.
* it takes 15% of income so it has an incentive to generate as much income as 
possible
* it is a total monopoly - there is no other org that manages rights
* all the income goes to the publisher (and CCC). None to authors
* the restrictions on re-use are everywhere. Many publishers use CCC to charge 
the actual authors for reusing their own work in books, teaching etc.
* it is massively unjust to the Global South
* CC NC and CC ND licences are treated as effectively controlled by the 
publisher. NC does NOT prevent the publisher contracting with the author so the 
publisher has the sole right to charge for re-use. This mechanism prevents 
competitors charging. NC and ND are a means of enforcing

The process is legal. I have my own views on the morality and ethics of 
monopolistic charges which restrict re-use so lecturers and authors and 
libraries are frightened to use the scholarly literature. And I remain to be 
convinced that the Advisory Board is anything other than marketing.
But if you approve of the Robber-baron model of philanthropy - grow massively 
rich by monopolistic rent-seeking and then become philanthropic you may have a 
different view.




--
"I always retain copyright in my papers, and nothing in any contract I sign 
with any publisher will override that fact. You should do the same".

Peter Murray-Rust
Reader Emeritus in Molecular Informatics
Unilever Centre, Dept. Of Chemistry
University of Cambridge
CB2 1EW, UK
+44-1223-763069
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Re: [GOAL] Call for applications - International Open Access Advisory Group

2019-09-12 Thread Heather Morrison
Thank you for pointing out the NDA clause, Jean-Claude.

Copyright collectives such as CCC lobby for legislation that in effect directs 
$ to their members. At least this is the case in Canada where local copyright 
collectives believe they should have a legal right to demand that blanket 
licensing be a legal requirement for all educational institutions and to 
unilaterally set the price and conditions.

Transparency should be (and generally is) a requirement for any organization 
that wishes to benefit from public funding. In Ontario, this even applies to 
individuals. By law, the salary of anyone earning more than $100,000 in a 
public institution is publicly disclosed on an annual basis. Universities and 
government in Canada operate under Access to Information / Freedom of 
Information and Protection of Privacy legislation. Information is open by 
default, whether published or available by request; non-disclosure is an option 
only under very specific, limited circumstances such as when it is necessary to 
protect the legitimate privacy rights of individuals.

It would be interesting to hear about laws and expectations in other countries 
if list members have time and knowledge to report. Are organizations in your 
area allowed to accept $ that comes from public funding and keep this a secret?

If CCC would like to interact with the open access movement, removing the NDA 
clause would be a good start.

If there are good reasons for using CCC to transfer $ to certain publishers 
then it would be helpful to understand what they are. It would be appropriate 
to publish the details. If publishers do not wish to disclose this kind of 
information, refraining from participation in copyright collectives like CCC 
and their lobbying efforts is a choice that is available to them, and one that 
I recommend.

I can think of one good reason for discussing the use of a collective to 
transfer $ to open access publishers. Commercial downstream users such as 
Elsevier (Scopus) and other aggregators (e.g. EBSCO) could be required to 
transfer $ to journals that do not choose to grant blanket downstream 
commercial rights. I am not advocating that this happen, rather stating that 
this should be up for discussion so that everyone involved can have a better 
understanding of the underlying issues and perhaps come up with better 
solutions. This discussion would be most likely to be fruitful if held in 
public where all parties can follow and participate.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: goal-boun...@eprints.org  on behalf of Guédon 
Jean-Claude 
Sent: Thursday, September 12, 2019 11:34 AM
To: goal@eprints.org 
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group

Attention : courriel externe | external email
I just would like to attract the attention of the readers of this group to the 
last line of the first screen of the application form 
(https://www.surveygizmo.eu/s3/90158934/OA-Advisory-Panel).

It simply says:  Some of the work carried out as part of this Group will be 
confidential. Therefore, you would be asked to sign a non-disclosure agreement 
(NDA) should you be selected to participate.

My!!! my

Jean-Claude Guédon

On 2019-09-11 2:59 a.m., Rob Johnson wrote:

Dear all (with apologies for cross-posting),



Copyright Clearance Centre<http://www.copyright.com/> (CCC) is seeking research 
professionals, including researchers, librarians and research funders, with 
experience in defining, using or implementing OA publication and science policy 
to participate in a new, volunteer international Advisory Group that will work 
with CCC staff to identify pragmatic solutions to the pressing and evolving 
issues facing the research community today. This Advisory Group is one of the 
many ways CCC is looking to gain input from different stakeholders in the 
scholarly communications ecosystem.



Advisory Group participants will advise on themes and concepts central to the 
open scholarly communication debates. The Group’s work will give participants 
an opportunity to establish and grow their network and engage in regular 
discussion with emerging leaders in the research and publishing communities. 
Participation in this Advisory Group will offer participants the opportunity to 
demonstrate thought leadership within their respective institution or 
organization. For further information please see the press release at: 
http://www.copyright.com/publishers/international-open-access-research-advisory-group/.



We’re working with CCC to put the

Re: [GOAL] Call for applications - International Open Access Advisory Group

2019-09-11 Thread Heather Morrison
Good point, thanks Peter.

The Copyright Clearance Center is only one of many such organizations around 
the world. They have their own international organization, the International 
Federation of Reproductive Rights Organizations - website here:
https://www.ifrro.org/

These organizations are a factor in the cost of scholarly communication 
(purchase of material and rights), and CCC is not the only organization to have 
sued universities. In Canada, local copyright collectives Access Copyright and 
Copibec are working to use legal means to require all educational institutions 
(including K-12 and universities) to be required to pay a blanket license for 
copying. Many universities and the K-12 sector strongly disagree with the 
approach and cost ask, in part because most materials are purchased for 
site-wide access or are available open access, so a model based on assumptions 
of print and photocopiers does not make sense and certainly does not justify 
higher prices. In this instance, CCC is helpful because they provide per-item 
licensing which is one of the options for universities to avoid blanket 
licenses. Two universities that refused blanket licenses have been sued. One 
case is settled, the other is in progress.

A key concept is fair dealing, that is, the idea that copyright law should be 
balanced, with readers as well as authors having some re-use rights. For me as 
a scholar, fair dealing is and will always be essential to my work. For 
example, even publishers with strict CC-BY licenses for articles they publish 
typically have All Rights Reserved for material on their website. I need fair 
dealing in order to work with their price lists and copy wording from their 
websites when needed as evidence for my research.

In the U.S. an important case that I think is still in progress involves 3 
publishers that sued George State University for providing students with 
excerpts of material that they had paid for - 2018 brief update here:
https://www.insidehighered.com/news/2018/10/30/georgia-state-and-publishers-continue-legal-battle-over-fair-use-course-materials

In Canada in 2012 there were major gains in fair dealing for the educational 
sector through a series of Supreme Court lawsuits. Prior to this, fair dealing 
in Canada was far less generous than fair use in the U.S. This does not settle 
the matter - a statutory review of the Copyright Act last year resulted in 
close to 200 submissions, with reproductive rights organizations and some 
publishers pushing to reduce or eliminate fair and educational institutions, 
researchers and some other publishers pushing to retain or expand fair dealing. 
There are substantial stakes involved ($ and our ability to work and create), 
and so I do not think that either the discussion or the litigation will be over 
anytime soon. This is another reason why learning about copyright is a good 
career move for future academic librarians.

best,


Heather



From: goal-boun...@eprints.org  on behalf of Peter 
Murray-Rust 
Sent: Wednesday, September 11, 2019 12:41 PM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group

Attention : courriel externe | external email
I would direct readers to 
https://en.wikipedia.org/wiki/Copyright_Clearance_Center to get an overview if 
CCC, which is a for-profit company and has sued universities (and lost).
I would think that this new venture is a case of Openwashing of a business 
model that is directly opposed to GOAL and many of its readers.


On Wed, Sep 11, 2019 at 2:38 PM Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:
Peter Murray-Rust raises the important point that the Copyright Clearance 
Center (CCC)'s basic model fits with perpetual copyright, the antithesis of 
open access.

However, I argue that the open access movement needs to engage with the issues 
that will or might be raised by this group. Following is a bit of background, 
concluding with a recommendation that copyright for scholarly works should be 
led by the research community not industry groups, perhaps coordinated by 
bodies such as Canada's Tri-Council of national research funding agencies.

Many advocates of open access also advocate for the most liberal of open 
licenses. From my perspective, this is naive because some of the most liberal 
of open licenses, in particular immediate dedication to public domain and CC 
licenses granting downstream commercial use rights (CC-0, CC-BY, CC-BY-SA) 
grant to anyone the right to sell the works. This is already happening as open 
access works are included in toll access packages such as Elsevier's Scopus.

Creators are giving away their works using CC licenses thinking they are 
contributing to a commons. The problem with this is that lack of restrictions 
means, for example, that images in CC-BY licensed works can be included either 
in Wikimedia commons for free s

Re: [GOAL] How to manage APC waivers and discounts

2019-09-11 Thread Heather Morrison
Thank you for your comments, Dirk, but I disagree with your main point and 
implicit valuation of journal venues.

Our ability to choose which venues to publish in is dependent on both the 
market and our means, whether we are discussing cars, houses, or academic 
publishing.

When funding agencies across countries meet to discuss open access policy, it 
is important to note that some countries (e.g. Germany, and the UK) are in 
conflict of interest position because for these countries the high profit 
publishing industry is a positive balance-of-trade. Germany is the home of 
SpringerNature/Macmillan while Relyx, the parent company of Reed Elsevier is 
under the UK Corporate Governance Code (from Relyx Corporate Governance)
https://www.relx.com/investors/corporate-governance/corporate-governance-and-structure

It is in their financial interest of these countries to maintain the high 
profits while transitioning the industry. These are the countries that benefit 
from high-paying jobs and taxes. For most countries, including Canada, the 
opposite is true: it's a negative balance of trade, a net cost for taxpayers.

If the APC model prevails and prices are high due to successful lobbying by the 
countries benefiting from the profits, this has a negative impact on other 
countries and their funders and individual scholars in the form of high costs 
and/or loss of publishing opportunities.

With respect to your list of publications, I suggest that this reveals a bias 
that does not reflect either publishing quality or the most likely choices most 
authors would make. For example, while Nature and Science per se are coveted 
publication venues, it is not clear that Nature Communications has the same 
status; this journal likely benefits from the cachet of Nature. Most authors' 
first choice is likely to be based on academic discipline.

OJS is a publishing system that is used by about half the open access journals 
in DOAJ; as of Jan. 2019, about 5,000 listed OJS as their publishing platform 
(others use the software but may have a different platform). Many OJS journals 
are published by independent researchers, scholarly societies and universities. 
These are the kind of journals that I would recommend as most likely to 
prioritize scholarly quality.

In my field, many of the top journals that I recommend as publication venues or 
reading for students use OJS: the International Journal of Communication, 
published by University of California - Annenberg School; TripleC; and the 
Democratic Communiqué, published by Florida Online Journals (supported by 
Florida libraries). To repeat, these journals are not just okay if one cannot 
get into the good journals; they are the best.

PLOS and PLOS One have made some important contributions to open access 
publishing. However, I would not consider PLOS ONE as a publishing venue for my 
own work based on my experiences with their peer review system, which I would 
describe as an interesting but unfortunate experiment with attempting to fully 
automate peer review coordination that reduces review to a forced checklist 
(that I consider inappropriate from an academic standpoint) and treats human 
reviewers as appendages to PLOS algorithms.

best,



Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: goal-boun...@eprints.org  on behalf of Pieper, 
Dirk 
Sent: Wednesday, September 11, 2019 10:25 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] How to manage APC waivers and discounts

Attention : courriel externe | external email

Dear all,



thank you for bringing this up again. I´m not sure if you could compare the 
market behaviour of demanders and suppliers on the market for houses or cars 
with the market for academic publications. There are some similarities, but 
there are some differences in the market structures as well. And in the end, 
the prices, which are paid by the consumers, are a result of demand and supply 
and the choices and decisions, the players on a market are making.



If I would buy a car, a house or if I want to publish an academic article I 
would check my preferences, my budget and the prices. Comparing prices and 
services of publishers is helpful for my decision. If I would have the choice 
to pay 4,500 EUROs for my article in  e.g. Nature Communications or in a 
journal of a predatory publisher, I would choose the first option like most of 
us.



But pretty sure my article would not be accepted by Nature Communications, what 
would be my next decision? Maybe I would choose a mega journal like PLOS One, a 
OA

Re: [GOAL] Call for applications - International Open Access Advisory Group

2019-09-11 Thread Heather Morrison
Peter Murray-Rust raises the important point that the Copyright Clearance 
Center (CCC)'s basic model fits with perpetual copyright, the antithesis of 
open access.

However, I argue that the open access movement needs to engage with the issues 
that will or might be raised by this group. Following is a bit of background, 
concluding with a recommendation that copyright for scholarly works should be 
led by the research community not industry groups, perhaps coordinated by 
bodies such as Canada's Tri-Council of national research funding agencies.

Many advocates of open access also advocate for the most liberal of open 
licenses. From my perspective, this is naive because some of the most liberal 
of open licenses, in particular immediate dedication to public domain and CC 
licenses granting downstream commercial use rights (CC-0, CC-BY, CC-BY-SA) 
grant to anyone the right to sell the works. This is already happening as open 
access works are included in toll access packages such as Elsevier's Scopus.

Creators are giving away their works using CC licenses thinking they are 
contributing to a commons. The problem with this is that lack of restrictions 
means, for example, that images in CC-BY licensed works can be included either 
in Wikimedia commons for free sharing or to create a for-pay image databank.

If OA venues are lost in future, the toll access versions may be the only ones 
available. As I noted recently, the attrition rate at SpringerOpen is 16%, with 
most ceased journals de-listed by both SpringerOpen and DOAJ and content 
available through Springer's subscriptions site:
https://sustainingknowledgecommons.org/2019/07/22/springer-open-ceased-now-hybrid-oa-identification-challenges/

The trend towards market concentration that was evident for subscription based 
publishers is beginning to be seen with open access publishers as well. 
Examples: Versita was bought by De Gruyter; Medknow was bought by Wolters 
Kluwer; Co-Action was bought by Taylor & Francis; Libertas Academic was bought 
by Sage; BMC was bought by Springer; as we report regularly, many of the OA 
journals by commercial publishers have no APC due to partnerships with 
universities and societies, indicating that traditional publishers are pursuing 
such partnerships on a global basis. Plus many commercial initiatives once 
thought of as OA friendly (Mendeley, SSRN, Bepress) have been bought by 
Elsevier.

Both perpetual copyright and the most liberal forms of open licensing are 
problematic for scholarly works. Members of CCC, OASPA, and other industry 
groups (e.g. STM, ALPSP) are in a conflict of interest position when advocating 
for particular approaches to copyright / licensing, that is, members stand to 
benefit or lose financially.

It is problematic for any of these groups to lead research and decision-making 
on matters of copyright. Leadership should come from the research community. 
Researchers need time to devote to such activity and in particular to 
coordinate. In Canada, coordination of consultation on this topic might best be 
led by Canada's Tri-Council of national research funders, perhaps in 
cooperation with similar groups in other countries.


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: goal-boun...@eprints.org  on behalf of Peter 
Murray-Rust 
Sent: Wednesday, September 11, 2019 7:32 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] Call for applications - International Open Access Advisory 
Group

Attention : courriel externe | external email

What is the relation of this group to the actual activities of CCC? Does it 
have the power to advise that it extends copyright and licensing to areas what 
those practices do great harm, and that the prices for re-use are often 
extortionate (one article in NEJM apparently generated over 1 million USD for 
re-use of a scholarly article).

If the advisory group were to recommend that CCC's activities be transparently 
regulated with price caps I might have some sympathy. As it is CCC will have to 
convince me that it is more than an unregulated rent-seeker.

(It's also the antithesis of Open Access - the theme of this list)

--
"I always retain copyright in my papers, and nothing in any contract I sign 
with any publisher will override that fact. You should do the same".

Peter Murray-Rust
Reader Emeritus in Molecular Informatics
Unilever Centre, Dept. Of Chemistry
University of Cambridge
CB2 1EW, UK
+44-1223-763069
___
GOAL mailing list
GOAL@eprints.org
http://mailman.e

Re: [GOAL] How to manage APC waivers and discounts

2019-09-10 Thread Heather Morrison
Ulrich raises an important point. Those of us who assumed transparency in 
pricing would inspire lower pricing may have been mistaken.

Another example:

When homes are for sale here, the list price is publicly available, and some 
brokers advertise their percentages. Housing crises in cities like Toronto and 
Vancouver (rapid inflation due largely to speculation leading to unaffordable 
housing) have emerged in a context of transparent pricing.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706
[On research sabbatical July 1, 2019 - June 30, 2020]

From: Ulrich Herb 
Sent: Tuesday, September 10, 2019 6:12:27 AM
To: Global Open Access List (Successor of AmSci) 
Cc: Heather Morrison 
Subject: Re: [GOAL] How to manage APC waivers and discounts

Attention : courriel externe | external email

Dear Heather,

even though I share your thoughts on APCs, I doubt that transparent
pricing will always lower prices. Conversely, it can also lead to higher
prices, e.g. by better market analysis. If I remember right, Australia's
FuelWatch (an open-access database for fuel prices) did not cause prices
to fall. But maybe someone here knows more.

Best regards,

Ulrich Herb

Am 2019-09-04 19:41, schrieb Heather Morrison:
> Exactly, Lisa. Scholarly communication does not have to be a market,
> and I argue it is better if it is not.
>
> Dr. Heather Morrison
> Associate Professor, School of Information Studies, University of
> Ottawa
> Professeur Agrégé, École des Sciences de l'Information, Université
> d'Ottawa
> Principal Investigator, Sustaining the Knowledge Commons, a SSHRC
> Insight Project
> sustainingknowledgecommons.org
> heather.morri...@uottawa.ca
> https://uniweb.uottawa.ca/?lang=en#/members/706
> [On research sabbatical July 1, 2019 - June 30, 2020]
>
> -
>
> From: goal-boun...@eprints.org  on behalf of
> Lisa Hinchliffe 
> Sent: Wednesday, September 4, 2019 1:28:40 PM
> To: Global Open Access List (Successor of AmSci) 
> Subject: Re: [GOAL] How to manage APC waivers and discounts
>
> Attention : courriel externe | external email
>
> I agree these are interesting projects/products/goods. However, as
> examples they aren't examples of a market are they?
>
> ___
>
> Lisa Janicke Hinchliffe
> lisalibrar...@gmail.com
>
> On Wed, Sep 4, 2019 at 12:22 PM Heather Morrison
>  wrote:
>
>> Two examples of transparent pricing:
>>
>> SSHRC Aid to Scholarly Journals (Canad):
>>
> http://www.sshrc-crsh.gc.ca/funding-financement/programs-programmes/scholarly_journals-revues_savantes-eng.aspx
>> [1]
>>
>> This is a peer-reviewed journal subsidy program. The $ value,
>> journal eligibility, application and review process, are all clearly
>> articulated. Canada is not unusual in subsidizing journal
>> publishing. In areas such as the social sciences, humanities and
>> arts, this is necessary because local knowledge is important
>> (everywhere). Law is an important topic in every country, but
>> Canadian law is most relevant in Canada and for scholarship to
>> flourish in this area, scholars need publication venues. This is
>> true of history, culture/arts, local social and environmental
>> issues. Some knowledge is universal; some knowledge is specific to a
>> particular region, group, environment, etc.
>>
>> One key benefit of this model is cost. The base - maximum per
>> journal is $30 - $35,000 per year (Cdn). At the mid-point of
>> $32,500, a journal publishing 40 peer-reviewed articles per year
>> would receive about $850 Canadian per article. Per-journal funding
>> eliminates the need to count articles and gives journals flexibility
>> to increase or decrease volume based on need. The funding in
>> Canadian dollars gives journals budgeting stability, as costs such
>> as local journal hosting and staffing costs are in Canadian dollars
>> as well. Currency fluctuations are a problem in budgeting for many
>> journals. As Salhab & I discussed here,
>>
> https://sustainingknowledgecommons.org/2015/05/13/how-a-flat-apc-with-no-price-increase-for-3-years-can-be-a-6-77-price-increase/
>>
>> PLOS One's flat pricing in USD over 3 years was in effect a 6 - 77%
>> price increase for authors and funders based on country and local
>> currency.
>>
>> To illustrate the potential with a full flip using this kind of
>> approach:
>>
>> The

Re: [GOAL] How to manage APC waivers and discounts

2019-09-04 Thread Heather Morrison
Exactly, Lisa. Scholarly communication does not have to be a market, and I 
argue it is better if it is not.

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706
[On research sabbatical July 1, 2019 - June 30, 2020]

From: goal-boun...@eprints.org  on behalf of Lisa 
Hinchliffe 
Sent: Wednesday, September 4, 2019 1:28:40 PM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] How to manage APC waivers and discounts

Attention : courriel externe | external email
I agree these are interesting projects/products/goods. However, as examples 
they aren't examples of a market are they?
___

Lisa Janicke Hinchliffe
lisalibrar...@gmail.com<mailto:lisalibrar...@gmail.com>





On Wed, Sep 4, 2019 at 12:22 PM Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:
Two examples of transparent pricing:

SSHRC Aid to Scholarly Journals (Canad):
http://www.sshrc-crsh.gc.ca/funding-financement/programs-programmes/scholarly_journals-revues_savantes-eng.aspx

This is a peer-reviewed journal subsidy program. The $ value, journal 
eligibility, application and review process, are all clearly articulated. 
Canada is not unusual in subsidizing journal publishing. In areas such as the 
social sciences, humanities and arts, this is necessary because local knowledge 
is important (everywhere). Law is an important topic in every country, but 
Canadian law is most relevant in Canada and for scholarship to flourish in this 
area, scholars need publication venues. This is true of history, culture/arts, 
local social and environmental issues. Some knowledge is universal; some 
knowledge is specific to a particular region, group, environment, etc.

One key benefit of this model is cost. The base - maximum per journal is $30 - 
$35,000 per year (Cdn). At the mid-point of $32,500, a journal publishing 40 
peer-reviewed articles per year would receive about $850 Canadian per article. 
Per-journal funding eliminates the need to count articles and gives journals 
flexibility to increase or decrease volume based on need. The funding in 
Canadian dollars gives journals budgeting stability, as costs such as local 
journal hosting and staffing costs are in Canadian dollars as well. Currency 
fluctuations are a problem in budgeting for many journals. As Salhab & I 
discussed here,
https://sustainingknowledgecommons.org/2015/05/13/how-a-flat-apc-with-no-price-increase-for-3-years-can-be-a-6-77-price-increase/
PLOS One's flat pricing in USD over 3 years was in effect a 6 - 77% price 
increase for authors and funders based on country and local currency.

To illustrate the potential with a full flip using this kind of approach:

The Canadian Research Knowledge Network (CRKN) spends approximately $100 
million per year on subscriptions / purchase and some OA transitional funding. 
CRKN is just one of the academic library sources of funding in Canada. There 
are other regional consortia, such as the Ontario Council of University 
Libraries. Also, large university libraries such as the University of Ottawa 
and University of Toronto also spend considerably sums.

If the CRKN's 100 million per year were transformed to support a subsidy 
program modeled on that of SSHRC, this amount could subsidize over 3,000 
scholarly journals (at the rate in between the base and maximum).  This example 
is meant just as an illustration; we also need to fund book publication and new 
forms of publication such as research blog archiving and data publication, but 
it is not clear that Canada would need 3,000 journals and there are there 
existing sources of funding as mentioned in the paragraph above.

Another important advantage of this model is ensuring academic leadership and 
hence prioritizing quality.  Journal-level peer-review, by academics, greatly 
reduces the likelihood of predatory publishing. Journal publishing by academic 
editors whose promotions depend on the quality of their scholarship is more 
likely to prioritize quality than commercial outfits seeking APC $ for profit. B

This model also provides local jobs and leadership opportunities for local 
academics and their universities. Further detail from publishers of such 
journals via interviews is available here:
https://onlinelibrary.wiley.com/doi/pdf/10.1002/leap.1015

Another example of transparent costing is the Public Knowledge Project's Open 
Journal Systems. The software per se is open source and free for anyone to 
download, use, and contribute to the community. PKP also offers a journal 
hosting service; prices are posted on the website that detail what is provided 
for each service:
https://pkpservices.sfu.ca/content

Re: [GOAL] How to manage APC waivers and discounts

2019-09-04 Thread Heather Morrison
Two examples of transparent pricing:

SSHRC Aid to Scholarly Journals (Canad):
http://www.sshrc-crsh.gc.ca/funding-financement/programs-programmes/scholarly_journals-revues_savantes-eng.aspx

This is a peer-reviewed journal subsidy program. The $ value, journal 
eligibility, application and review process, are all clearly articulated. 
Canada is not unusual in subsidizing journal publishing. In areas such as the 
social sciences, humanities and arts, this is necessary because local knowledge 
is important (everywhere). Law is an important topic in every country, but 
Canadian law is most relevant in Canada and for scholarship to flourish in this 
area, scholars need publication venues. This is true of history, culture/arts, 
local social and environmental issues. Some knowledge is universal; some 
knowledge is specific to a particular region, group, environment, etc.

One key benefit of this model is cost. The base - maximum per journal is $30 - 
$35,000 per year (Cdn). At the mid-point of $32,500, a journal publishing 40 
peer-reviewed articles per year would receive about $850 Canadian per article. 
Per-journal funding eliminates the need to count articles and gives journals 
flexibility to increase or decrease volume based on need. The funding in 
Canadian dollars gives journals budgeting stability, as costs such as local 
journal hosting and staffing costs are in Canadian dollars as well. Currency 
fluctuations are a problem in budgeting for many journals. As Salhab & I 
discussed here,
https://sustainingknowledgecommons.org/2015/05/13/how-a-flat-apc-with-no-price-increase-for-3-years-can-be-a-6-77-price-increase/
PLOS One's flat pricing in USD over 3 years was in effect a 6 - 77% price 
increase for authors and funders based on country and local currency.

To illustrate the potential with a full flip using this kind of approach:

The Canadian Research Knowledge Network (CRKN) spends approximately $100 
million per year on subscriptions / purchase and some OA transitional funding. 
CRKN is just one of the academic library sources of funding in Canada. There 
are other regional consortia, such as the Ontario Council of University 
Libraries. Also, large university libraries such as the University of Ottawa 
and University of Toronto also spend considerably sums.

If the CRKN's 100 million per year were transformed to support a subsidy 
program modeled on that of SSHRC, this amount could subsidize over 3,000 
scholarly journals (at the rate in between the base and maximum).  This example 
is meant just as an illustration; we also need to fund book publication and new 
forms of publication such as research blog archiving and data publication, but 
it is not clear that Canada would need 3,000 journals and there are there 
existing sources of funding as mentioned in the paragraph above.

Another important advantage of this model is ensuring academic leadership and 
hence prioritizing quality.  Journal-level peer-review, by academics, greatly 
reduces the likelihood of predatory publishing. Journal publishing by academic 
editors whose promotions depend on the quality of their scholarship is more 
likely to prioritize quality than commercial outfits seeking APC $ for profit. B

This model also provides local jobs and leadership opportunities for local 
academics and their universities. Further detail from publishers of such 
journals via interviews is available here:
https://onlinelibrary.wiley.com/doi/pdf/10.1002/leap.1015

Another example of transparent costing is the Public Knowledge Project's Open 
Journal Systems. The software per se is open source and free for anyone to 
download, use, and contribute to the community. PKP also offers a journal 
hosting service; prices are posted on the website that detail what is provided 
for each service:
https://pkpservices.sfu.ca/content/journal-hosting

There are other examples, and I encourage others on the list to point to them. 
I am providing just a couple of examples that I am familiar with and consider 
good models. These are not perfect models, there is always room for 
improvement, but good models that are easily overlooked. This is because 
academic-led publishing is led by academics who will tend to go to their 
disciplinary conferences and participate in disciplinary discussions, so you 
will not meet many of them at conferences like OASPA, ALPSPS, SSP, etc., or 
hear from them on the GOAL discussion list.

In the interests of full disclosure, my funder (SSRHC) is responsible for the 
Aid to Scholarly Journals program and provided the seed funding for what is now 
the Public Knowledge Project. As of a few years ago, about half the fully open 
access journals in the world were using PKP's Open Journal Systems, so I argue 
that this modest research funding was a very valuable global contribution 
(thanks to founder John Willinsky, now at Stanford).

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ot

Re: [GOAL] How to manage APC waivers and discounts

2019-09-04 Thread Heather Morrison
hi Lisa,

Thanks for the question.

If one individual author, institution, or funder looks at the publisher's 
website and sees a price (list price), but do not know that others do not pay 
that price, that is a lack of transparency.

This is similar to going to buy a car and thinking the sticker price is the 
price, not knowing that negotiation is common or how much to ask for. The savvy 
buyer (perhaps a rich person who buys lots of cars) may pay less and/or get 
more options than the non-savvy buyer.

If publishers are negotiating pricing with institutions and funders, and list 
price is the starting point for negotiations, this is an incentive to increase 
the list price for the next negotiation. For example, double the price so you 
can offer the next group buyer a 50% discount. The early bird institution / 
funder can argue for historical funding to keep prices down but newer entrants 
are stuck at a higher historical basis. OpenAPC does help in making what people 
pay open, assuming that downstream negotiators are aware of this. Publishers 
have no incentive to educate on this point.

These kinds of strategies were and probably still are used for subscriptions, 
and are not unique to publishing.

This is understandable, but the result is a non-transparent market that seems 
likely to continue the dysfunctional elements of the subscriptions market into 
OA.

List members who feel they do not have the background to understand things like 
business and nonprofit approaches to pricing strategy probably know more than 
they realize.

Some common real-world examples:

When you sell a house or a car, you will probably seek the highest price you 
can, what the market will bear. This is the same strategy Elsevier uses when 
they quote you the highest price they think you will pay, or MDPI charges the 
highest APC they think authors will pay. In any of these cases, the seller may 
start with a high quote as it is easy to reduce the price but very difficult to 
increase it after a low initial offer.

When a government funds a public university on the basis of the number of FTE 
students, on the assumption that it cost x amount to provide an education, that 
is cost-based budgeting. Similarly, if a research institution receives x annual 
funding (from a government or philanthropic institution), on the assumption 
that this will accomplish certain research goals, that is cost-based budgeting.

In scholarly publishing, buyers (libraries, institutions, funders) tend to be 
under cost-based budgeting while commercial publishers (subscriptions or OA) 
work under market conditions. This is a fundamental conflict that led to 
dysfunction in the subscriptions market (serials crisis) and may do the same in 
OA, assuming commercial market-oriented publishers.

Potential remedies include non-commercial approaches such as library hosted 
publishing services and modest cost-based journal subsidies, and institutional 
open access archives and new services based on them.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706
[On research sabbatical July 1, 2019 - June 30, 2020]

From: goal-boun...@eprints.org  on behalf of Lisa 
Hinchliffe 
Sent: Wednesday, September 4, 2019 10:51:10 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] How to manage APC waivers and discounts

Attention : courriel externe | external email
Heather, can you explain a bit your claim that different people paying 
different prices means the market isn't transparent? Is that inherently 
non-transparent? Or, are you suggesting the issue is that it isn't publicly 
known what the different prices are? Lisa
___

Lisa Janicke Hinchliffe
lisalibrar...@gmail.com<mailto:lisalibrar...@gmail.com>





On Wed, Sep 4, 2019 at 9:37 AM Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:
Dirk says with respect to OpenAPCs: "the real costs for academic institutions 
and funders...deviate from list prices for various reasons".

If correct, as I assume it is, this is not a transparent market. For example, I 
assume this means authors who are not covered by institutions or funders are 
expected to pay list price (unless they negotiate an individual waiver), and 
different institutions and funders pay different prices for the same service, 
based on their ability to negotiate.

The information on a publisher's website gives the list price and often has a 
waiver of 50% for authors from low to middle income countries. Is this half of 
a price that no one in the richest institutions actually pays? Is it sometimes 
more than a rich institution actually pays for one of its author

Re: [GOAL] How to manage APC waivers and discounts

2019-09-04 Thread Heather Morrison
Dirk says with respect to OpenAPCs: "the real costs for academic institutions 
and funders...deviate from list prices for various reasons".

If correct, as I assume it is, this is not a transparent market. For example, I 
assume this means authors who are not covered by institutions or funders are 
expected to pay list price (unless they negotiate an individual waiver), and 
different institutions and funders pay different prices for the same service, 
based on their ability to negotiate.

The information on a publisher's website gives the list price and often has a 
waiver of 50% for authors from low to middle income countries. Is this half of 
a price that no one in the richest institutions actually pays? Is it sometimes 
more than a rich institution actually pays for one of its authors?

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706
[On research sabbatical July 1, 2019 - June 30, 2020]

From: goal-boun...@eprints.org  on behalf of Pieper, 
Dirk 
Sent: Wednesday, September 4, 2019 4:30:09 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] How to manage APC waivers and discounts

Attention : courriel externe | external email

Dear Heather,



thank you, I fully agree. Just some additional remarks:



The monitoring of publishers list prices is very important, the approach of 
OpenAPC is to monitor the real costs per article for academic institutions and 
funders, which deviate from list prices for various reasons. Both ways should 
be regarded as complementary.



I also see the biggest challenge at the moment in creating the above mentioned 
cost transparency for articles within transformative agreements, especially if 
they are mixed up with costs for reading access and when historical 
subscription expenditures of consortia and participating institutions are 
involved. APCs and so called PAR fees are different of course but in the end 
they both put a price tag on an OA article. Funders and academic institutions 
then can make their decisions, which way of OA transition or which publishers 
they can support with public money within their limited budgets.



Leaving out authors is always a mess. I remember editors in our university, who 
could not read their own journals, because we as a library were not able to pay 
the license for reading …



Best,

Dirk







Von: goal-boun...@eprints.org [mailto:goal-boun...@eprints.org] Im Auftrag von 
Heather Morrison
Gesendet: Dienstag, 3. September 2019 21:07
An: Global Open Access List (Successor of AmSci) 
Betreff: Re: [GOAL] How to manage APC waivers and discounts



Every model for transitioning to open access has its advantages and 
disadvantages.



One of the potential benefits of the article processing charge method is 
transparency, which in theory could lead to more price and cost sensibility as 
Dirk describes. I was more optimistic about this potential in the past than I 
am today. OA journals and publishers' websites are full of information about 
APCs being paid for by institutions, funders, not out of authors' pockets. If 
funders pay for APCs, the cost may be transparent to authors and universities, 
but who pays attention when someone else is paying? In the transformative 
(subscriptions + open access) deals, APCs are no more transparent than 
subscriptions, and based on my prior experience negotiating licensing deals, 
these combined deals may make both the subscriptions and the APC costs more 
obscure, because ultimately, buyers and sellers of big deals are agreeing on a 
bundled price rather than a cost structure, never mind a transparent cost 
structure. Such deals have a strong potential to alter the APC market, because 
low APCs might seem to publishers as a weakness in negotiating. Also, for 
traditional scholarly publishers who have extensive back lists of works for 
which they own copyright (a major financial asset), the best case scenario is 
complete failure of the open access movement. New publishers who rely on APCs 
(e.g. PLOS, Hindawi, MDPI) have incentive to transform the entire system, but 
not traditional highly profitable publishers like SpringerNature and Elsevier.



One of the strong drawbacks of APC is leaving out authors who cannot afford the 
fees. This is not just authors in low income countries. As Peter Murray-Rust 
helpfully pointed out recently, active retiree scholars like PMR do not have 
funding for APCs, either. This is also likely to be true of emerging scholars 
in the developed world who are in the process of trying to establish a career. 
Even if every university and research institution covered APCs for regular 
full-time r

Re: [GOAL] How to manage APC waivers and discounts

2019-09-03 Thread Heather Morrison
rongly encourage consideration of other models. For example, 
direct subsidy models such as providing infrastructure for publishing and 
archives at the university or research organization and supporting editorial 
work (e.g. modest subsidy to pay for support staff) is much more efficient than 
APC, which is in effect an indirect subsidy model. If transparency is sought, 
universities and funding agencies, at least in my part of the world, have a 
solid reputation for seeking accountability for every cost incurred.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: goal-boun...@eprints.org  on behalf of Pieper, 
Dirk 
Sent: Monday, September 2, 2019 4:00 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] How to manage APC waivers and discounts

Attention : courriel externe | external email

Dear all,



(a)even in “richer” countries it is necessary to reduce APC prices because 
of limited budgets of academic institutions and funder policies. In many cases 
authors and libraries are successful to get reduced APCs from publishers

(b)   I agree that APCs are in most cases not related to the costs of producing 
an article, but they indicate the costs for institutions or authors to publish 
OA in journals with certain publishers. That is a progress compared to the 
subscription system, because this is slowly leading to more price and cost 
sensibility. That is why I like APCs :)) …



Best,

Dirk









Von: goal-boun...@eprints.org [mailto:goal-boun...@eprints.org] Im Auftrag von 
Peter Murray-Rust
Gesendet: Samstag, 31. August 2019 17:18
An: Global Open Access List (Successor of AmSci) 
Cc: wam...@list.nih.gov; radicalopenacc...@jiscmail.ac.uk; scholcomm 

Betreff: Re: [GOAL] How to manage APC waivers and discounts



Thank you Chris,

I feel exactly as you do, maybe more. This is wrong on several counts.



(a) as you say it requires the underprivileged (the "scholarly poor") to beg. 
Some journals give lower prices for World Bank LMIC countries - but often 
Brasil and India are classified as high-income. Even reducing the price to half 
is impossible for many countries.



(b) the APC is NOT cost-related (see another post form me about DEAL). DEAL 
pays Springer the price of an article (2750 E) whereas the cost of processing 
is ca 400 E (Grossman and Brembs, 2019)

Costs are almost never transparent, therefore cause prices to be whatever the 
publisher can get away with. This adds another layer of injustice.



I am affected by the APCs. I am on the board of two journals and being retired 
have to pay and APC myself. I feel diminished if I have to ask to get a waiver, 
and in any case it looks very unethical to gve waivers to the board. I 
therefore cannot publish in the journals that I give my time freely to.

The system is now completely out of date. Many places and organizations CAN run 
platinum journals (no fee open to all). It's more ethical equitable and makes 
knowledge fully available.

70% of climate papers are behind paywalls. Making a no-fee publish system is 
the only way to get the knowledge flowing. My software can read 1 papers in 
a morning, but the broken societal system prevents that.



P.





On Sat, Aug 31, 2019 at 2:17 PM Chris Zielinski 
mailto:ch...@chriszielinski.com>> wrote:

(Apologies for cross-posting)



This is to raise a question about how editors of Open Access journals that 
demand an article processing charge (APC) should deal with discounts for 
non-institutional authors or those from poorer countries.



The offering of substantial APC waivers to authors from specific countries or 
to researchers with financial constraints in specific cases is familiar. My 
question relates to the way in which such discounts are offered.



Usually, a researcher needs to assert or demonstrate his/her inability to pay 
the APC before getting relief. The problem is that obliging researcher to 
request a lower or zero APC feels a bit like inviting them to beg – and the 
result often seems to depend on the benevolence and good humour of the editor, 
responding on an individual, case-by-case basis, rather than by applying some 
pre-established rule.



This is surely not good enough. It can’t be correct and ethical scientific 
practice to require unsupported authors to face the embarrassment of having to 
turn out their pockets and demonstrate the holes in their socks before they get 
a discount.



Any views on this? Should there be a norm among OA journals that each should 
adopt a standardized system to determine APC charg

Re: [GOAL] Informed consent and open licensing: some questions for discussion

2019-08-29 Thread Heather Morrison
Thank you very much, Marc.

It helps a lot to have knowledge from someone who actually does the work. Good 
luck with writing up your survey, this sounds like a very important line of 
research.

My perspective is that we're only beginning a learning curve that is actually 
itself in a process of growth. As an example, I teach first year MIS students a 
bit of the basics of copyright. One thing I like to do is to find examples that 
illustrate this growing complexity. Anecdotally, I find it gets easier to find 
such examples every year. Last year all I had to do was go to the Ottawa Public 
Library website, go to electronic resources, and there at the very top is a 
service called "Artist Works". This is a tool for learning how to create art 
and music, so users post their own content. The license (which virtually no one 
will read) focuses on users' responsibility regarding not only copyright, but 
also privacy and publicity rights and contracts (users' contracts, i.e. think 
before posting music if you have a contract with a record label), plus the 
usual "whatever we didn't think of".

I try not to overwhelm students so I left out the easy and obvious "look for a 
journal provided by University of Ottawa Library and find examples of 
conflicting and/or incorrect information about usage rights with respect to the 
journal". uO library is not different from any other large university library 
that needs to provide simple answers to complex questions for a very large 
number of resources, and often obtains journals from multiple sources covered 
by contracts with different terms.

As libraries and other information services tend to work with creators more 
often, rather than just published material, the kinds of IP and related rights 
we need to work with are increasing. Patent and industrial design law are 
highly relevant in the Makerspace context.

Social media changes the social context. Publicity rights developed in a 
context where public sharing of photos was mostly done by professional 
photographers and publishers and so mostly focused on celebrities. Today, the 
easy sharing of digital images means that publicity rights are becoming highly 
relevant to everyone. Laws and policy will need to evolve. This usually takes 
time, and follows rather than leads social practice.

The growing complexity and relevance of various types of IP and related rights 
is challenging to work with, but for this reason, I see it as a career growth 
area for librarians and other information professionals with an interest in and 
aptitude for policy work.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: goal-boun...@eprints.org  on behalf of Couture, 
Marc 
Sent: Thursday, August 29, 2019 11:57 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] Informed consent and open licensing: some questions for 
discussion

Attention : courriel externe | external email

Hi all,



Heather Morrison raises in this thread some relevant and important issues 
regarding open licenses: How they are displayed? How to treat works combining 
elements bearing various licenses (some of them being possibly “all rights 
reserved”)? She asks:



“who is using embedded licensing metadata (as opposed to displayed), and how?”



Licensing metadata embedding, though not explicitly part of its “best 
practice”, is suggested by DOAJ, and is a condition for obtaining the DOAJ 
Seal. This can be done by including basic HTML code in the article (and/or 
abstract) pages, and by importing XMP metadata in the PDF (see 
https://doaj.org/rights).



I was in charge of this task for our small journal (http://ijthe.org) when we 
had to reapply to DOAJ, and we did qualify for the Seal. However, I didn’t see 
any way to embed, in the (HTML) abstract page or the PDF, anything other than a 
global license applying to the whole article. Embedding licensing metadata of 
individual elements is probably easier in the HTML versions of the articles, 
but as we offer only PDFs (and HTML abstracts), I didn’t try to find how to do 
it. Maybe others can pitch in.



We do include in the CC mention displayed in the journal footer the disclaimer 
(“Except when otherwise noted...”), and we clearly display in the articles (as 
it’s usually done in scholarly publishing) the status of any element not 
covered by our CC licence. However, I didn’t find anything about embedding in 
the PDF such a disclaimer, which would be useless anyway if the licensing info 
of individual elements is not also embedded.

Re: [GOAL] Informed consent and open licensing: some questions for discussion

2019-08-28 Thread Heather Morrison
Thank you Martyn, this is very helpful.

As an author, I have appreciated MDPI's flexibility with respect to licenses. I 
am sure that other publishers have similar situations where re-use of material 
and/or accommodating particular authors requires flexibility with respect to 
licensing.

This mixed licensing environment raises a number of questions, mostly technical 
ones. Fully answering the questions requires an understanding of who proposes 
to use these works, and how. Following are 2 questions that I hope will further 
understanding of the issues, one for MDPI and other publishers and one for 
everyone.

  1.  For MDPI and other publishers: based on the Jan. 31, 2019 DOAJ metadata, 
it appears that all or nearly all of MDPI journals have answered "yes" to 
"Machine-readable CC licensing information embedded or displayed in articles". 
Q: can you explain how embedding works when the CC license does not apply to 
all of the content in the article, as is the case when re-use of an item like 
an image requires permission and must be under All Rights Reserved terms? For 
example, do the elements that require separate licensing have separate metadata 
embedded licensing? Does the embedded metadata at the article level state the 
default license only or does it speak to the separately licensed material, in 
specific or general terms?
  2.  Everyone: who is using embedded licensing metadata (as opposed to 
displayed), and how? Are there hopes or expectations of how this metadata will 
be used in future for which there are no examples yet?

Further discussion - answers or more questions - is encouraged.


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]


From: goal-boun...@eprints.org  on behalf of Martyn 
Rittman 
Sent: Wednesday, August 28, 2019 7:02 AM
To: goal@eprints.org 
Subject: Re: [GOAL] Informed consent and open licensing: some questions for 
discussion

Attention : courriel externe | external email
Heather raises a good point here related to certain types of images. MDPI 
provides a sample consent form (you can access the link e.g. at 
https://www.mdpi.com/journal/ijms/instructions#ethics) in which we try to make 
clear the implications of publishing in open access, but when it comes to reuse 
there are clearly other rights that should be enforced for the protection of 
patients.

I don't recall a case where this has been flagged as an issue, but we have had 
similar cases with images taken by someone other than the authors and numerous 
cases of previously published images where the authors needed permission to 
republish. Here, a more restrictive copyright (e.g. all rights reserved) can be 
applied to the image than to the rest of the text. I would suggest that this 
could provide a solution in most cases.

Best regards,
Martyn

--
Martyn Rittman, Ph.D.
Publishing Director, MDPI
St. Alban-Anlage 66, 4052 Basel, Switzerland
+41 61 683 77 35
ritt...@mdpi.com<mailto:ritt...@mdpi.com>
www.mdpi.com<http://www.mdpi.com>

On 27/08/2019 17:09, Heather Morrison wrote:
> > The purpose of this post is to encourage sharing of knowledge and > ideas 
> > on the topic of modifying informed consent when working with > human 
> > subjects to accommodate open licensing. Questions can be found > at the end 
> > of the post. > > > Researchers who work with human subjects, as is common 
> > in disciplines > such as health sciences, education, and social sciences, 
> > are expected > to obtain informed consent from subjects prior to starting 
> > research > for ethical and legal reasons. > > > To obtain informed consent, 
> > researchers must explain what will happen > with the subject's information 
> > and material (if applicable) and the > potential consequences for the 
> > subject (beneficial and potential > harm). > > > Consent in the context of 
> > traditional publishing meant consent to > publish in one specific venue, 
> > typically under All Rights Reserved > copyright. Policies and procedures 
> > for informed consent developed in > this context will need to be modified 
> > in order for authors to publish > using open licenses that actively invite 
> > re-use (and sometimes > modification) through human and machine-readable 
> > licenses, in some > cases for commercial use. > > > To illustrate the 
> > difference: an educational researcher might wish to > obtain and use a 
> > phot

[GOAL] Informed consent and open licensing: some questions for discussion

2019-08-27 Thread Heather Morrison
%99-best-practices-ensuring-consent-publishing-medical-case-reports


These principles are designed to protect journals and their publishers, and 
only speak to one particular type of sensitive material. For me, this raises 
some questions. If anyone on the list has answers or ideas, I would love to 
hear them, on or off-list. If you reply off-list and would prefer to be 
anonymous, please let me know. If warranted, I will summarize responses.


Questions:

  1.  COPE's guidance is for the education and protection of journals. Is 
anyone aware of efforts for the education and protection of authors and their 
institutions on the topic of informed consent for open licensing?
  2.  Do other publishers or organizations serving publishers have policies, 
guidance, sample forms, etc. to deal with informed consent and open licensing?
  3.  Have any research ethics boards (or similar bodies) revised their 
guidance to accommodate informed consent and publication under open licenses?
  4.  Is anyone aware of cases or analysis of potential implications of 
licensing for re-use for other types of material involving human subjects 
besides case reports?
  5.  Do you have any other ideas or insights on this or closely related topics 
that I haven't asked about?

Blog version:
https://sustainingknowledgecommons.org/2019/08/27/informed-consent-in-the-context-of-open-licensing-some-questions-for-discussion/


best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

[On research sabbatical July 1, 2019 - June 30, 2020]
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GOAL@eprints.org
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[GOAL] DOAJ is what it is: acknowledging contributions and highlighting limitations

2019-08-22 Thread Heather Morrison
DOAJ has been a valuable service to the open access movement over the years, in 
tracking and linking to a select set of open access journals and providing 
metadata that is helpful for researchers like me and to include DOAJ content in 
library services.

Like any service or initiative, DOAJ has its limitations. Based on recent 
discussions, I gather that there is no interest in discussing the limitations, 
brainstorming potential solutions, or exploring underlying assumptions and 
whether the current approach is optimal. This discussion is at an impasse. DOAJ 
is what it is, and this is within the rights of the people who make DOAJ 
decisions.

To conclude my portion of this discussion, I would like to highlight two 
limitations of DOAJ that to me represent important problems for the future of 
scholarly communication with no current solution:


  1.  As a list of suitable OA journals for authors to publish in, DOAJ 
presents some risk to the author as a journal in DOAJ at the time the author 
decides on a submission venue may be removed from DOAJ at a later date. This 
could be a problem for the author if they wish to prove that they publish OA, 
for example to fulfill an open access mandate, or to establish their 
credibility as an OA author. Taking into account funder and institutional 
requirements for OA, this can have a negative financial (loss of grants) and 
promotional impact on the researcher. One solution is for funders and 
universities to exclusively use green OA policies (as I always recommend). 
Recently, I wrote about 33 SpringerOpen journals (13% of their titles) that 
have ceased publication; 31 of the journals are no longer listed either on 
SpringerOpen or DOAJ. I submit that this is a disservice to authors who 
published in these journals. 
https://sustainingknowledgecommons.org/2019/07/22/springer-open-ceased-now-hybrid-oa-identification-challenges/

  2.  As a list to direct authors to content, DOAJ's exclusions are problematic 
for searchers. DOAJ has rejected one of the top fully open access journals in 
my field (The International Journal of Communication) and several smaller fully 
open access journals that I consider essential content. As a researcher, this 
diminishes the usefulness of DOAJ for me. As a professor, I would hesitate to 
refer students to a list that rejects this content. It is nice to know which 
journals are fully open access, active, and meet the DOAJ criteria, but this is 
not sufficient for research purposes.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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Re: [GOAL] DOAJ: handmaiden to despots? or, OA, let's talk

2019-08-21 Thread Heather Morrison
Thank you, Paige.

Some further perspective on my comment "the open access movement has developed 
a habit of viewing all feedback / critique as anti-open access and reacting 
defensively, as if every critic were an enemy" reflects the history of the OA 
movement. There has been substantial opposition to OA, and in the early days 
there were few advocates. There still is opposition, just less opposition and a 
great many more advocates and practitioners.

Actual opposition often took the form of partial agreement. One form of 
argument used early on, whether as deliberate deception or as wishful thinking, 
was the argument that OA simply was not happening. I don't recall the exact 
details but I remember sometime around 2003 or 2004 there was a discussion 
about OA in a UK government context where one publisher said (in November) 
there were no new OA journals created this year and the BioMedCentral rep 
pointed out that BMC alone had created 11 new journals so far that year.

DOAJ has served an invaluable function over the years as documentation of the 
existence and growth of OA journals. For this reason, I have used DOAJ for 
macro level numbers on the numbers and growth of OA journals in my series The 
Dramatic Growth of Open Access since about 2005. Data can be downloaded from 
here:
https://dataverse.scholarsportal.info/dataverse/dgoa

Until recently, I posted a quarterly update on my blog The Imaginary Journal of 
Poetic Economics. Today I am at the office and am blocked from accessing my 
blog. I see this as an early indication of a likely rising problem for OA. That 
is, as internet security concerns are noted and addressed, other OA works could 
be blocked as well. This ongoing documentation of the growth of OA was intended 
to help OA advocates see the advances and not just the daily hard work, to 
counter the disappointment of the occasional backsliding journal with a focus 
on the ongoing momentum. I continue to collect and share data, but don't do the 
commentary regularly anymore, because I think it's no longer necessary.

OA journals face significant challenges from the ease of flight-by-night 
commercial operators setting up scam journals and making a profit by charging 
authors. This is the reason for DOAJ's "get tough" policy. In my opinion, the 
OA movement still has work to do to address this problem. One of my projects is 
a longitudinal study of OA journals. When DOAJ discards journals and 
publishers, I don't. For this reason, I see that some of the largest publishers 
I track are "no longer in DOAJ" but appear to still be active, while as noted 
earlier in this thread, exclusion of small independent journals with a good 
reputation for scholarly quality is problematic as well. This is important 
because this is a side-effect of the author-pays model and a reason to consider 
other models for OA journal support.

To summarize, OA advocates and initiatives have faced opposition, even attacks. 
It is not surprising that we (yes, me too) have tended to become defensive. Old 
friends may seem puzzled by my dramatic change from the regular announcement of 
The Dramatic Growth of Open Access to my current critical stance. This is not 
an attack, and no need to be defensive. Rather, it is my assessment that OA has 
come of age. 20 years ago, the term "open access" had not yet been coined. 
Librarians had not begun to dream about what their roles might be in an open 
access future. Today there are thousands of OA journals and publishers, so many 
OA policies that (as Poynder's interview with Edith Hall notes), a researcher's 
work might fall under multiple OA policies, and "scholarly communications" 
and/or "open access" have become a significant part of the work, and sometimes 
the job title, of librarians. OA is becoming the default; it is time to move 
beyond advocacy to developing and refining policy, services and practices for 
the future.

 best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706


From: goal-boun...@eprints.org  on behalf of Mann, 
Paige 
Sent: Wednesday, August 21, 2019 2:20 PM
To: goal@eprints.org 
Subject: Re: [GOAL] DOAJ: handmaiden to despots? or, OA, let's talk

Attention : courriel externe | external email

While I fully appreciate concerns that "DOAJ does what it can with the 
resources it has (and it does all this very well", applaud, and benefit from 
DOAJ, I also appreciate Heather Morrison's thoughtful reflections that raise 
questions and concerns. Others may share her thoughts, but may be less likely 
to raise them in such a public forum. DO

Re: [GOAL] DOAJ: handmaiden to despots? or, OA, let's talk

2019-08-21 Thread Heather Morrison
Where I am coming from is thinking about the questions of how to develop and 
sustain a global knowledge commons, which I define as a global sharing of the 
knowledge of humankind, as open as possible and inclusive in that all who are 
qualified are welcome to contribute.

My perspective is that the open access movement has developed a habit of 
viewing all feedback / critique as anti-open access and reacting defensively, 
as if every critic were an enemy. THere are historical reasons for this 
reaction, however in my opinion, this is not healthy and it is time for change. 
There are many questions to consider to develop and sustain a global knowledge 
commons. In the meantime, there is tremendous change take place in technology 
(e.g. AI / Internet of Things), society (e.g. rise of far right / closing of 
borders), and the physical environment (climate change). Discussion, debate, 
feedback on services and initiatives in place, are all needed.

My questions about DOAJ are not meant just for DOAJ; they are for everyone who 
expects or demands things of DOAJ.  Many of the questions in the DOAJ 
application process are very technical in nature, and are based on assumptions 
about what journals should be responsible for that warrant questioning, as 
these assumptions raise the bar for journal publishing in terms of technical 
(rather than scholarly) expertise that I suggest disadvantage scholar-led 
publishing.

Some examples, given that both DOAJ and small independent journals have limited 
resources:

  *   Why is DOAJ building a searchable article database if it is not clear 
that this makes any sense as a discovery tool for content?
  *   Why is DOAJ asking question about preservation services e.g. LOCKSS, 
National Archives? Academic libraries have been at the forefront of the open 
access movement - shouldn't this be their responsibility rather than the 
journals / DOAJ? Why not ask countries about National Archives rather than DOAJ 
and the journals? IFLA has advocated for OA; this seems a good fit for IFLA.
  *   Why is DOAJ asking about technical matters such as article download 
statistics and time from submission to publication?

Healthy organizations and initiatives adjust to the environment, the 
communities they serve and work with, and address questions like managing 
demands and resources. Feedback is an important part of the process.

I appreciate the feedback on my open research in the form of blog comments and 
listserv responses. This is particularly valuable when I'm wrong or I've missed 
something.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706


From: goal-boun...@eprints.org  on behalf of Guédon 
Jean-Claude 
Sent: Wednesday, August 21, 2019 8:39 AM
To: goal@eprints.org 
Subject: Re: [GOAL] DOAJ: handmaiden to despots? or, OA, let's talk

Attention : courriel externe | external email
So, Heather is pointing all of us to further sources of information, and that 
is all very good. However, Heather should also acknowledge that DOAJ does what 
it can with the resources it has (and it does all this very well, thank you). I 
am also quite sure that DOAJ's leaders monitor parallel projects, if only to 
steer DOAJ better and position it more effectively. Elementary, my dear Watson, 
but thank you for the putative help!

Of course, if Heather finds ways to respond to her own wish for "ideally with 
appropriate economic support", and manages to garner the needed funds for DOAJ, 
I am sure DOAJ will be very appreciative... :-)

In conclusion, the way Heather is taking on DOAJ is a bit of a puzzle. Where is 
she coming from? Aren't there more important issues in the OA world than 
trimming details about DOAJ's operations, especially when you don't have the 
means to do the trimming? Has DOAJ become a point of obsession for her (a bit 
like her focus on CC-by)?

Jean-Claude Guédon



On 2019-08-20 5:10 p.m., Heather Morrison wrote:
Thank you Lars.

DOAJ has been an important contributor to the open access movement over the 
years, and I understand that DOAJ conducted a weeding process a few years ago 
as a partial response to the predatory publishing phenomenon. However, there 
are some important limitations to DOAJ, and I argue that it is timely to 
re-think solutions for the future, for what some of us are describing as the 
second generation of open access. Options for such solutions could include 
expanding or modifying DOAJ (ideally with appropriate economic support), 
developing complementary services that could interact with DOAJ at the search 
level, and/or developing new kinds of services that might build on DOAJ. This 
po

Re: [GOAL] DOAJ: handmaiden to despots? or, OA, let's talk

2019-08-20 Thread Heather Morrison
Thank you Lars.

DOAJ has been an important contributor to the open access movement over the 
years, and I understand that DOAJ conducted a weeding process a few years ago 
as a partial response to the predatory publishing phenomenon. However, there 
are some important limitations to DOAJ, and I argue that it is timely to 
re-think solutions for the future, for what some of us are describing as the 
second generation of open access. Options for such solutions could include 
expanding or modifying DOAJ (ideally with appropriate economic support), 
developing complementary services that could interact with DOAJ at the search 
level, and/or developing new kinds of services that might build on DOAJ. This 
post focuses on the limitations of DOAJ and highlights existing and historical 
more inclusive approaches.

Discovery tool for content: DOAJ currently provides a means of searching for 
(some) fully open access journals and for articles in some of the journals. 
This is useful, however a discovery tool limited to articles in fully open 
access journals that are currently active and whose publishers / editors have 
successfully completed the DOAJ application focus, is a very limited discovery 
tool.

Examples of more inclusive open access focused journal lists:

Jan Szcepanski was a pioneer in collecting open access journals and magazines 
and one of the major contributors to DOAJ in the early years. Szcepanski wrote 
about this work and motivation at my request here:
http://oalibrarian.blogspot.com/2005/12/jan-szczepanski-collecting-for-world.html

Szcepanski's lists included journals with open access to back issues. This is 
valuable content. These lists also included journals and magazines of academic 
interest that are not peer-reviewed. It was through Szcepanski's work that I, 
while living in British Columbia and very much interested in works by or about 
local First Nations, learned of the Ha-Shilth-Sa Newsletter, the official 
letter of the Nuu-Chah-Nulth Tribal Council, based on the West Coast of 
Vancouver Island in British Columbia:  https://hashilthsa.com/

A list that includes relevant non-peer-reviewed journals and magazines is a 
more useful service that a more exclusive list. Traditionally, indexing 
services and library bundled databases have included resources of academic 
interest such as trade magazines along with peer-reviewed literature.

The Electronic Journals Library (EZB) is a collaborative effort of hundreds of 
libraries that provides members with cross-searching of subscriptions and 
"64352 journals which are accessible free of charge to anyone" (in contrast 
with DOAJ's just over 13,000 journals) - details here:
http://ezb.uni-regensburg.de/about.phtml?bibid=A=7=en

The important point about EZB is that, like DOAJ, it is a vetted list, but 
after vetting finds close to 5 times more journals that are both free of charge 
and worthy of inclusion. That is the kind of list that I, as a researcher, 
would prefer to search myself, and the cross-search with subscribed material is 
also a very useful service. No serious researcher would prefer to be ignorant 
of the existence of research just because it is not open access.

Libraries in North America typically load DOAJ into local discovery services so 
that the journals are cross-searched along with subscriptions content.

PubMed indexes all of the medical literature from vetted sources, with direct 
instant access to material that is freely available. This is the model I think 
we need to aim for, free indexing with links to open access content wherever 
available. If the indexing is not free of charge, we may end up having to pay 
for toll access services like Elsevier's Scopus to discover freely available 
content.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706


From: goal-boun...@eprints.org  on behalf of Lars 
Bjørnshauge 
Sent: Tuesday, August 20, 2019 7:30 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] DOAJ: handmaiden to despots? or, OA, let's talk

Attention : courriel externe | external email
Heather,


It is correct that in the handling of an application of a journal it is a 
requirement that a journal has published 5 articles in the previous year. 
However we are not policing this after the acceptance of the journal on a daily 
basis. If we discover that a journal has ceased publication for 1-2 years, we 
will remove the journal after communication to the publisher.

DOAJ is actually spending considerable resources to help smaller journals to 
produce a good application, an application that can be a basis for the 
assessment of t

Re: [GOAL] DOAJ: handmaiden to despots? or, OA, let's talk

2019-08-15 Thread Heather Morrison
Thanks Lars.

DOAJ de-lists journals that fall below a certain level of activity (5 articles 
per year, right?)

If people are relying on DOAJ to identify quality journals, this is problematic 
from a number of perspectives.

This conflates quality and size. Frequency of publication is an indicator of 
activity, not quality. There are traditional scholarly communities that are 
small and have bi-annual conferences. A traditional list (Ulrich's) recognizes 
such journals. The more people rely on DOAJ, the greater the disadvantage for 
small journals. Over time, I anticipate that this will lead to disappearance of 
small independent journals and feed the existing tendency towards market 
concentration.

There are many reasons why a small journal could become less active or 
inactive. In the case of an editor under a dictatorship, cessation of 
publication and an unresponsive editor could reflect actions of a dictator 
against an editor perceived as unfriendly to the government such as firing 
(hence loss of work email) or imprisonment of the editor. Removing a journal is 
this context effectively assists the dictator in the task of censorship.

Would DOAJ consider retaining small and inactive journals? I recommend this 
simple step as a courtesy to small journals, to avoid inadvertently helping 
dictators, and to make DOAJ a more valuable service.

Metadata elements for "ceased publication", "predecessor" for title changes and 
"active / inactive" are common in journal lists such as Ulrich's and the PMC 
journals.

Currently DOAJ metadata includes multiple URLs for each journal. Fewer URLs and 
more of the information above would be helpful for people seeking content or 
publication venues. Fewer requests for URLs would make the application process 
less onerous for small journals. Last time I checked, the DOAJ application 
process requested 15 different URLs for each journal. This is a lot to ask of a 
small journal, especially if the editor's first language is not English.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706

From: goal-boun...@eprints.org  on behalf of Lars 
Bjørnshauge 
Sent: Thursday, August 15, 2019 8:55:34 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] DOAJ: handmaiden to despots? or, OA, let's talk

Attention : courriel externe | external email
Hello Heather,


We agree that “Achieving the goals of the movement requires critical reflection 
and occasional changes in policy and procedure”. Over the years DOAJ has done 
this, listening to the changed and increasing demands from the community, for 
instance when in 2014 we implemented substantially stronger criteria for 
inclusion which were based on extensive feedback from the community: 
https://blog.doaj.org/2019/08/05/myth-busting-doaj-indexes-predatory-journals/

Earlier today we responded to your statement that we reject open access 
journals that would be "suitable venues for critics of the despotic 
government”. DOAJ wants to index good quality open access journals, but they 
must apply and meet the selection criteria in order to be included. We might 
also discuss the issue about “despotic governments”, but currently we would 
find it very hard to 1) create selection criteria for DOAJ defining what 
constitutes a journal sponsored by a “despotic government” and 2) agree on a 
list of such governments.

Best


Lars Bjørnshauge

Managing Director

DOAJ

On Thu, Aug 15, 2019 at 8:08 AM Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:
As any movement grows and flourishes, decisions made will turn out to have 
unforeseen consequences. Achieving the goals of the movement requires critical 
reflection and occasional changes in policy and procedure.The purpose of this 
post is to point out that the Directory of Open Access Journals (DOAJ) appears 
to be inadvertently acting as a handmaiden to at least one despotic government, 
facilitating dissemination of works subject to censorship and rejecting open 
access journals that would be suitable venues for critics of the despotic 
government. There is no blame and no immediately obvious remedy, but solving a 
problem begins with acknowledging that a problem exists and inviting discussion 
of how to avoid and solve the problem. OA friends, please consider this such an 
invitation.

Sustaining the knowledge commons full post:
https://sustainingknowledgecommons.org/2019/08/14/doaj-handmaiden-to-despots-or-oa-we-need-to-talk/


best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Scien

[GOAL] DOAJ: handmaiden to despots? or, OA, let's talk

2019-08-15 Thread Heather Morrison
As any movement grows and flourishes, decisions made will turn out to have 
unforeseen consequences. Achieving the goals of the movement requires critical 
reflection and occasional changes in policy and procedure.The purpose of this 
post is to point out that the Directory of Open Access Journals (DOAJ) appears 
to be inadvertently acting as a handmaiden to at least one despotic government, 
facilitating dissemination of works subject to censorship and rejecting open 
access journals that would be suitable venues for critics of the despotic 
government. There is no blame and no immediately obvious remedy, but solving a 
problem begins with acknowledging that a problem exists and inviting discussion 
of how to avoid and solve the problem. OA friends, please consider this such an 
invitation.

Sustaining the knowledge commons full post:
https://sustainingknowledgecommons.org/2019/08/14/doaj-handmaiden-to-despots-or-oa-we-need-to-talk/


best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] SpringerOpen pricing trends 2018 - 2019

2019-08-13 Thread Heather Morrison
GOAL list members: assistance with additional data (e.g. current academic 
salaries in Egypt), peer review of part or all of this post, further developing 
alternative scenarios for sponsoring partners in the final section, would be 
welcome and helpful to the project of figuring out how to transition the 
underlying economics of scholarly publishing to support OA. The title is a bit 
misleading as this is broader than pricing trends.

Abstract

270 SpringerOpen journals were studied. 33 (12%) have ceased publication, 15 
have been transferred to another publisher, and 7 are now hybrid. Of the 215 
active journals published by SpringerOpen, 54% charge APCs. The average APC was 
1,212 EUR, an increase of 8% over the 2018 average, 6 times the EU inflation 
rate for June 2019 of 1.3%. 58% of the 96 journals for which we have 2018 and 
2018 data did not change in price; 5% decreased in price; and 36% increased in 
price. Price increases for journals that increased in price ranged from 3% to 
109% (double the inflation rate to double in price). Journals with the highest 
volume of publishing were the most likely to have increased in price. This will 
amplify the effective percentage of articles with price increases for APC 
payers. 40% of the journals are sponsored by a university, society, government, 
or other not-for-profit partner, and have no publication fee. The 
sustainability of these sponsorships is not clear. 12 journals appear to have 
recently switched from “no APC” to “now APC”, with APCs only slightly below the 
SpringerOpen average. The affordability of the SpringerOpen partnership 
approach is called into question. SpringerOpen’s average APC does not compare 
favorably either to average academic salaries in a low to middle income country 
(with Egypt as an example) or to OJS Premium journal hosting services (the 
break-even point is 2 articles per year, i.e. a journal that publishes 3 
articles per year saves money with OJS Premium as compared to SpringerOpen). 
Even a sponsor based in Germany only pays half the APC, raising a question 
about whether SpringerOpen sponsorships are sustainable anywhere.

Details:
https://sustainingknowledgecommons.org/2019/08/13/springeropen-pricing-trends-2018-2019/


best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] No-fee inclusive journals, and disappointment with DOAJ

2019-08-13 Thread Heather Morrison
Abstract

This post highlights two living models for inclusive, no-fee journals. One is a 
global network of not-for-profit journals that are diverse in language and 
content (the Global Media Journalnetwork). The other is an English language 
journal with content that is global in scope (the International Journal of 
Communication, IJOC). These two examples were selected because the journals are 
fully open access, inclusive, have no publication charges, and are the journals 
that I would recommend irrespective of OA and fee status. They are in my 
discipline and I am acquainted with some of the members of their highly 
qualified editorial boards and have discussed with them their involvement in 
these journals. I am disappointed to find that most of these journals are no 
longer listed in DOAJ. If journals like these are not included in DOAJ, in my 
field, another list is needed. Recommended actions for sustainability of 
not-for-profit no-fee inclusive journals like these: re-direct financial 
support from the large for-profit commercial publishers to provide support for 
these journals (library journal hosting, a common practice in North America, 
can be part of the solution); reach out to understand their needs, recognizing 
that a small not-for-profit no-fee journal has no funds to send staff to OASPA 
or lobby on their behalf; include in listings like DOAJ for maximum 
dissemination of their works; and find examples of journals like these and make 
them a priority in open access education.

This post is inspired by the useful information provided by Egyptian scholarly 
ElHassan ElSabry to the Global Open Access List (GOAL) in August 2019, which 
can be found here: 
http://mailman.ecs.soton.ac.uk/pipermail/goal/2019-August/005195.html

Details:
https://sustainingknowledgecommons.org/2019/08/13/no-fee-inclusive-journals-and-disappointment-with-doaj/

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] Scholars at risk Re: SpringerOpen, Egypt and academic freedom

2019-08-13 Thread Heather Morrison
Thank you, Victor.

Internationally, there is a network called Scholars at Risk that provides the 
kind of support Victor describes...

Information can be found here:
https://www.scholarsatrisk.org/

The University of Ottawa is involved and has hosted scholars at risk.

Direct sponsorship of open access by a government that actively directs 
research is not necessarily problematic, i.e. most of this research is likely 
valid and should be published. However, there are two major potential problems 
arising from government interference with scholarly research.

Government control of research is an example of control by a party that may 
benefit or be harmed by the results. This is a conflict of interest. An example 
of a similar situation from pharma:  if the pharmaceutical industry has control 
over pharma research, side effects that could have a negative impact on drug 
approval can be downplayed or omitted. Similarly, a government that actively 
directs research can prohibit publication of facts that could discourage 
investment in a country. This is what as known colloquially as a "fox guards 
henhouse" scenario.

If readers are only aware of the works that a censoring government decides to 
permit, this in effect makes it possible for the government to give the world's 
academic community a false picture of the government and the country. To 
prevent this it appears to me that active attention to the matter of censorship 
and ensuring that critical perspectives are available appear to be necessary.

Both of these problems are major ones for understanding the world we live in, 
and illustrate why academic freedom is needed for all of us, not just 
particular individual academics.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706


From: Radical Open Access  on behalf of 
Victor Venema 
Sent: Monday, August 12, 2019 5:25 PM
To: radicalopenacc...@jiscmail.ac.uk 
Subject: Re: [GOAL] SpringerOpen, Egypt and academic freedom

Attention : courriel externe | external email

Dear all,

ElHassan makes a good point about the propaganda value of the
initiative. Otherwise I am missing arguments why making it easier for
Egyptian researchers to publish in Open Access journals is a threat to
their freedom of research. Governments having physical access to the
researchers is the threat.

Germany has foundations that help scientists (as well as authors,
artists and journalists) under threat to take a sabbatical. I hope other
countries have similar schemes and that everyone has a watch out for
possibly threatened colleagues they know.

Under the Trump regime already many climate scientists have lost their
position. I try to provide some counter weight by spreading this
information on social media.

Are there other effective ways to support the freedom of research in
other countries?

Publishing under a Creative Commons Attribution license should be no
problem. The license gives others the right to spread the original. If
there is any risk from it being known who wrote article X, it would stem
from the original. No matter which license is used, the authors may opt
to use pseudonyms.

If I recall correctly papers have been retracted for authors not using
their real names. I wish all publishers would allow the use of
pseudonyms to support researchers under threat. Only if pseudonyms hide
a conflict of interest I see a problem. And maybe the ORCID system could
have an option where a researcher can later claim credit for articles
published under a pseudonym once the situation is saver again.

With best regards,
Victor Venema

--
<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>
Victor Venema
Grassroots Journals
Chair WMO TT-HOM & ISTI-POST

Grassroots Open Post-Publication Peer Review Journals
http://grassroots.is
WMO, Commission for Climatology, Task Team on Homogenization
http://tinyurl.com/TT-HOM
ISTI Parallel Observations Science Team
http://tinyurl.com/ISTI-POST

Meteorological Institute
University of Bonn
Auf dem Huegel 20
53121 Bonn
Germany

http://www2.meteo.uni-bonn.de/victor
E-mail: victor.ven...@grassroots.is
https://twitter.com/Grassr_Journals

https://twitter.com/VariabilityBlog
http://variable-variability.blogspot.com

There is no need to answer my mails in your free time.
<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>-<>

Re: [GOAL] SpringerOpen, Egypt and academic freedom

2019-08-08 Thread Heather Morrison
hi Yvonne,


The vision of the 2002 Budapest Open Access Initiative states: "The public 
good... is the world-wide electronic distribution of the peer-reviewed journal 
literature and completely free and unrestricted access to it by all scientists, 
scholars, teachers, students, and other curious minds. Removing access barriers 
to this literature will accelerate research, enrich education, share the 
learning of the rich with the poor and the poor with the rich, make this 
literature as useful as it can be, and lay the foundation for uniting humanity 
in a common intellectual conversation and quest for knowledge". (from

https://www.budapestopenaccessinitiative.org/read)


That was 2002. Since then, OA has moved beyond just peer-reviewed journal 
literature to include books, data, and other open research approaches. I am 
arguing that it is time to move beyond what is published to consider the 
question of what scholars are able to research and share at all (academic 
freedom). This is essential to "uniting humanity in a common intellectual 
conversation and question for knowledge" (the goal of Sustaining the Knowledge 
Commons).


I argue that this is timely for two reasons: 1) the global knowledge commons 
must include scholars at risk and their works and 2) the OA movement has tended 
to be dominated by those who pay for scholarly publishing, policy-makers, and 
publishers, and needs to engage the people who do the work of research, 
academics and organizations that represent academics (faculty associations, 
unions, and scholarly societies).


Attacks on academic freedom are not limited to Egypt. As Reisberg pointed out 
in a 2017 article in Inside Higher Ed: "And then there is the United States. 
For decades, we have prided ourselves for taking “the high road” in matters of 
academic freedom, judging other countries harshly where free speech and 
unrestricted scholarship are not guaranteed...We now have a president who 
undermines science at every turn. In this administration, ideology “trumps” 
science when public research funds are distributed. Influence may also 
accompany financial gifts that come from organizations like the Charles Koch 
Foundation." (the Kochs are conservative libertarians and oil industry 
billionaires). from:

https://www.insidehighered.com/blogs/world-view/academic-freedom-reconsidered

This is very similar to what has been happening in Canada in the past decade. 
This 2018 piece from Democracy Watch is a good intro to the muzzling of 
government scientists, a problem that began with our previous government but 
has not been entirely addressed - 53% of government scientists still feel 
muzzled:
https://democracywatch.ca/former-information-commissioner-legault-rules-harper-conservatives-violated-policy-by-muzzling-government-scientists-and-trudeau-liberals-ignoring-recommendations-needed-to-stop-muzzling/

The American Association for the Advancement of Science (AAAS) was very helpful 
in raising awareness about the muzzling of government scientists in Canada. The 
OA movement has tended to see transition of scholarly society publishing as 
simply a matter of transitioning the works and has not to date (in my opinion) 
acknowledged the importance of the work of societies and addressed the question 
of economic support for societies in a transition to open access. Loss of 
independent scholarly societies, in my opinion, is loss of an important 
potential source of support for academic freedom at a time when the need for 
this support may be increasing. It is time to bring this into the conversation.

The Canadian Association of University Teachers maintains a website on our 
ongoing fight for academic freedom by university teachers in my country:
https://www.caut.ca/latest/publications/academic-freedom

If authors' governments engagement in human rights violation and suppression of 
information about such violation means that authors' works cannot be shared, an 
honest approach would significantly limit sharing of our knowledge. Canada is 
often critical of human rights violations in other countries, but has only 
recently acknowledged our own genocide of First Nations peoples, and even today 
our First Nations peoples often need to speak to the United Nations to get 
attention to ongoing human rights violations at home.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706


From: goal-boun...@eprints.org  on behalf of Yvonne 
Nobis 
Sent: Thursday, August 8, 2019 11:47:13 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] SpringerOpen, Egypt and academic freedom

Attention

Re: [GOAL] SpringerOpen, Egypt and academic freedom

2019-08-08 Thread Heather Morrison
This may help to explain the problem:

DOAJ lists the journals published by SpringerOpen that are sponsored by the 
Government of Egypt. We have reason to believe that this government actively 
interferes with academic research and in particular suppresses critique.

This means that people who rely on DOAJ for research on matters pertaining to 
Egypt will be exposed to government approved research and no indication that 
critique is suppressed.

If we do not acknowledge and address this, we are in effect unwittingly 
collaborating with a repressive, censoring government.

DOAJ is not at fault. SpringerNature faces similar dilemmas to other commercial 
companies working in non-democratic countries. This is a difficult problem, but 
an important one and we can start by acknowledging that the problem exists.

Dr. Heather Morrison

From: goal-boun...@eprints.org  on behalf of Heather 
Morrison 
Sent: Thursday, August 8, 2019 10:26:00 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] SpringerOpen, Egypt and academic freedom

As a reminder, SpringerOpen publishes journals in partnership with the 
Government of Egypt, a government that represses and sometimes even kills its 
scholars. Should we boycott SpringerOpen?

My main point is that academic freedom is essential to open access. The OA 
movement has been around for more than two decades, I argue it is time for more 
nuanced discussion.

A white list of journals based on meeting technical requirements can mask much 
greater problems than it solves.

I do not have a quick fix to protect scholars who might be targeted, rather I 
raise this an important question for discussion and note that attribution, 
generally desirable in scholarship, can sometimes be problematic.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706

From: goal-boun...@eprints.org  on behalf of David 
Prosser 
Sent: Thursday, August 8, 2019 9:26:34 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] SpringerOpen, Egypt and academic freedom

Attention : courriel externe | external email
Heather

You specifically raised CC-BY in this context.  Do you believe that a 
researcher making a piece of research public under CC-BY is potentially at more 
risk of harm than if they made it public under a different CC licence or even 
under full All Rights Reserved?

David




On 8 Aug 2019, at 14:07, Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:

Reader caution: discussion of matters like attacks on academic freedom as found 
in this thread may upset some people. This is a response to David Prosser's 
comments.

Comment: I am sorry that David is not feeling well. If others feel sick about 
what is happening to academics in Egypt, I understand. That's how I feel about 
this, too.
There are many things that happen in the world that I find disturbing. My 
approach, with respect to events that intersect my areas of expertise, is to 
think about such events, ask questions and propose potential solutions to make 
the world a better place.  In this spirit, I repeat the specific question that 
David alludes to.

Question: is attribution necessarily desirable for scholars? This is part of 
the larger question of the relationship between academic freedom and open 
access. My argument is that academic freedom is essential to open access.

We live in a world where academics can be targeted for what they study or what 
they say about what they study. This doesn't only happen in countries like 
Egypt. Governments in North America have recently begun taking exception to 
climate change research. In Canada, under the former Conservative government, 
government scientists were muzzled. In the U.S., I have heard about a 
professor's watchlist targeting liberal professors. No academics have killed in 
North America that I know of, but otherwise there is some similarity with what 
is happening in Egypt today. This is important in the context of scholarly 
publishing because some of the latest technological developments appear to 
assume that matters such as attribution are neutral or beneficial.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org<http://sustainingknowledgecommons.org/>
heather.morri...@uottawa.ca<mailto:heather.morri...@uottawa.ca>
https://uniweb.uottawa.ca/?lang=en#/members/706
__

Re: [GOAL] SpringerOpen, Egypt and academic freedom

2019-08-08 Thread Heather Morrison
As a reminder, SpringerOpen publishes journals in partnership with the 
Government of Egypt, a government that represses and sometimes even kills its 
scholars. Should we boycott SpringerOpen?

My main point is that academic freedom is essential to open access. The OA 
movement has been around for more than two decades, I argue it is time for more 
nuanced discussion.

A white list of journals based on meeting technical requirements can mask much 
greater problems than it solves.

I do not have a quick fix to protect scholars who might be targeted, rather I 
raise this an important question for discussion and note that attribution, 
generally desirable in scholarship, can sometimes be problematic.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706

From: goal-boun...@eprints.org  on behalf of David 
Prosser 
Sent: Thursday, August 8, 2019 9:26:34 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] SpringerOpen, Egypt and academic freedom

Attention : courriel externe | external email
Heather

You specifically raised CC-BY in this context.  Do you believe that a 
researcher making a piece of research public under CC-BY is potentially at more 
risk of harm than if they made it public under a different CC licence or even 
under full All Rights Reserved?

David




On 8 Aug 2019, at 14:07, Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:

Reader caution: discussion of matters like attacks on academic freedom as found 
in this thread may upset some people. This is a response to David Prosser's 
comments.

Comment: I am sorry that David is not feeling well. If others feel sick about 
what is happening to academics in Egypt, I understand. That's how I feel about 
this, too.
There are many things that happen in the world that I find disturbing. My 
approach, with respect to events that intersect my areas of expertise, is to 
think about such events, ask questions and propose potential solutions to make 
the world a better place.  In this spirit, I repeat the specific question that 
David alludes to.

Question: is attribution necessarily desirable for scholars? This is part of 
the larger question of the relationship between academic freedom and open 
access. My argument is that academic freedom is essential to open access.

We live in a world where academics can be targeted for what they study or what 
they say about what they study. This doesn't only happen in countries like 
Egypt. Governments in North America have recently begun taking exception to 
climate change research. In Canada, under the former Conservative government, 
government scientists were muzzled. In the U.S., I have heard about a 
professor's watchlist targeting liberal professors. No academics have killed in 
North America that I know of, but otherwise there is some similarity with what 
is happening in Egypt today. This is important in the context of scholarly 
publishing because some of the latest technological developments appear to 
assume that matters such as attribution are neutral or beneficial.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org<http://sustainingknowledgecommons.org/>
heather.morri...@uottawa.ca<mailto:heather.morri...@uottawa.ca>
https://uniweb.uottawa.ca/?lang=en#/members/706

From: goal-boun...@eprints.org<mailto:goal-boun...@eprints.org> 
mailto:goal-boun...@eprints.org>> on behalf of David 
Prosser mailto:david.pros...@rluk.ac.uk>>
Sent: Thursday, August 8, 2019 5:20:24 AM
To: Global Open Access List (Successor of AmSci) 
mailto:goal@eprints.org>>
Cc: radicalopenacc...@jiscmail.ac.uk<mailto:radicalopenacc...@jiscmail.ac.uk> 
mailto:radicalopenacc...@jiscmail.ac.uk>>
Subject: Re: [GOAL] SpringerOpen, Egypt and academic freedom

Attention : courriel externe | external email
Dr Morrison’s arguments against the CC-BY licence are well known to readers of 
this list and I acknowledge her sincerely held, and consistent, views on this.

But I’m afraid that I find using the murder of students to further, however 
tangentially, that argument quite sickening.

David


On 7 Aug 2019, at 23:01, Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:


SpringerOpen is currently publishing 13 journals sponsored by the Government of 
Egypt. This is an opportunity to discuss some issues of relevance to the goals 
and s

Re: [GOAL] SpringerOpen, Egypt and academic freedom

2019-08-08 Thread Heather Morrison
Reader caution: discussion of matters like attacks on academic freedom as found 
in this thread may upset some people. This is a response to David Prosser's 
comments.

Comment: I am sorry that David is not feeling well. If others feel sick about 
what is happening to academics in Egypt, I understand. That's how I feel about 
this, too.
There are many things that happen in the world that I find disturbing. My 
approach, with respect to events that intersect my areas of expertise, is to 
think about such events, ask questions and propose potential solutions to make 
the world a better place.  In this spirit, I repeat the specific question that 
David alludes to.

Question: is attribution necessarily desirable for scholars? This is part of 
the larger question of the relationship between academic freedom and open 
access. My argument is that academic freedom is essential to open access.

We live in a world where academics can be targeted for what they study or what 
they say about what they study. This doesn't only happen in countries like 
Egypt. Governments in North America have recently begun taking exception to 
climate change research. In Canada, under the former Conservative government, 
government scientists were muzzled. In the U.S., I have heard about a 
professor's watchlist targeting liberal professors. No academics have killed in 
North America that I know of, but otherwise there is some similarity with what 
is happening in Egypt today. This is important in the context of scholarly 
publishing because some of the latest technological developments appear to 
assume that matters such as attribution are neutral or beneficial.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706


From: goal-boun...@eprints.org  on behalf of David 
Prosser 
Sent: Thursday, August 8, 2019 5:20:24 AM
To: Global Open Access List (Successor of AmSci) 
Cc: radicalopenacc...@jiscmail.ac.uk 
Subject: Re: [GOAL] SpringerOpen, Egypt and academic freedom

Attention : courriel externe | external email
Dr Morrison’s arguments against the CC-BY licence are well known to readers of 
this list and I acknowledge her sincerely held, and consistent, views on this.

But I’m afraid that I find using the murder of students to further, however 
tangentially, that argument quite sickening.

David


On 7 Aug 2019, at 23:01, Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:


SpringerOpen is currently publishing 13 journals sponsored by the Government of 
Egypt. This is an opportunity to discuss some issues of relevance to the goals 
and sustainability of open access, starting with academic freedom. As described 
by Holmes and Aziz (2019) there are very serious problems with academic freedom 
in Egypt, ranging from tight government control over what is studied and 
published to extrajudicial killings of 21 students in the last few years. The 
University of Liverpool considered, then rejected, a lucrative offer to set up 
a campus in Egypt due to concerns about reputational damage. This raises some 
interesting questions. Academic freedom is critical to any kind of meaningful 
open access. Nothing could possibly be more in opposite to open access than a 
dead student whose research was destroyed because of what was studied. Why is 
SpringerOpen partnering with the Government of Egypt? Should academics boycott 
SpringerOpen because of this partnership? What, if anything, can academics do 
to support academic freedom in a country like Egypt? Some believe that the 
Creative Commons license CC-BY (attribution only) is the best for open access 
(I don’t agree, but this is a separate topic). If your research could get you 
killed, attribution might not be a good idea. Today, some of us might assume 
that these kinds of problems would never happen in our own countries; but times 
change, and it has happened that places that enjoyed freedom at one point in 
time came under the control of a dictator.

Following is the list of titles which state on the SpringerOpen site that they 
are supported by the “Specialized Presidential Council for Education and 
Scientific Research (Government of Egypt), so author-payable article-processing 
charges do not apply”.

Journals supported by the Government of Egypt published by SpringerOpen as of 
July 2019
Ain Shams Journal of Anesthesiology
Bulletin of the National Research Centre
Egyptian Journal of Biological Pest Control
Egyptian Journal of Forensic Sciences
Egyptian Journal of Medical Human Genetics
Egyptian Journal of Neurosurgery
Egyptian Journal of Radiology and Nuclear Medicine
Egyptian Pediatric Association Gazette
Journal of the Eg

[GOAL] SpringerNature and Macmillan: one company, two directions: open access and IP maximization

2019-07-29 Thread Heather Morrison
SpringerNature, owner of Springer Open, Nature, and BioMedCentral, positions 
itself as a leader in the open access movement. However, Springer, Nature, and 
BMC are only 3 of the brands of the parent company, SpringerNature Group. The 
purpose of this post is to raise awareness about the dual approach of the 
parent company with respect to copyright and intellectual property - 
positioning itself as both a leader in open access and a leader in IP 
maximization, and to encourage those with a sincere interest in the goal of 
open access to learn about, and question, organizations with an interest in 
serving this area.


While the SpringerNature site today states that it is:


"A new force in research publishing

Springer Nature is the world’s largest academic book publisher, publisher of 
the world's most influential journals, and a pioneer in the field of open 
research" (from:

https://group.springernature.com/gp/group;

...another of the company's brands, Macmillan, is sending letters to creators 
complaining that library lending is cannibalizing sales, and is further 
restricting paid library use of works. See the Canadian Urban Libraries' 
Council on this matter here:
http://www.culc.ca/cms_lib/CULC%20Statement%20on%20Macmillan%20US%20Lending.pdf

Following are the brands listed on the SpringerNature group site as of today:

Our brand sites

  *
Springer<https://www.springer.com/>
  *
Nature Research<http://www.nature.com/>
  *
BiomedCentral<http://www.biomedcentral.com>
  *
Palgrave Macmillan<http://www.palgrave.com>
  *
Macmillan Education<http://www.macmillaneducation.com>
  *
Springer Healthcare<http://www.springerhealthcare.com/>
  *
Scientific American<http://www.scientificamerican.com>

In addition to open access, this company is involved in toll access textbook 
publishing and rentals and educational services that appear to compete with 
public education services. Even among the 3 brands involved in open access, 2 
(Springer and Nature Research) have a long history of making money through 
subscriptions and sales. Even today, this is probably a much larger source of 
income than open access, and one of these brands' main assets is copyright 
ownership of a large corpus of works.


To understand the potential futures of open access, it is important to 
understand the nature of the players involved. The friendly staff of Springer 
Open are no doubt a pleasure to work with for people in the OA movement, and 
sincere in their embrace of OA. However, when they tell you that true open 
access requires open licensing granting blanket downstream permission for 
commercial uses, they might not be aware that some of these commercial uses 
could involve for-profit textbook sales and rentals.


Unlike Elsevier, SpringerNatureGroup does not post financial information on its 
website. As a publicly traded corporation, Elsevier is obliged to provide this 
kind of transparency, including profits and business strategy.  The corporation 
as a form of business can be viewed as an early form of openness in business; 
anyone can buy shares and participate in profits and decision-making. Springer 
is privately owned, and has no such obligation. In this respect, Springer is 
far less open than Elsevier.


This will be re-posted on the sustainingknowledgecommons.org blog.


best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] SpringerOpen: ceased, now hybrid, and OA identification challenges

2019-07-23 Thread Heather Morrison
Abstract

SpringerNature, owner of Nature Publishing Group, Springer Open, and 
BioMedCentral, is the world’s largest fully open access journal publisher as 
measured by number of journals. The purpose of this post is to underscore what 
appears to be a significant open access attrition rate at SpringerOpen (15% OA 
attrition in the past few years) and raise questions about challenges to 
finding and identifying these journals as open access. Ceased journals that 
were always open access are listed on the SpringerLink (mostly subscriptions) 
site, not the SpringerOpen website. Subscriptions articles are clearly marked 
as such; the OA status of an article is not stated on the journal home page. 
Information provided by a library about License Terms may not mention or 
resemble a CC license.

Details:
https://sustainingknowledgecommons.org/2019/07/22/springer-open-ceased-now-hybrid-oa-identification-challenges/

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] Re-use of photos of people requires consent

2019-07-18 Thread Heather Morrison
This BBC news article today about a man who discovered that pictures of his 
amputated leg had been used in ads without his consent may help to illustrate 
one of the problems with pushing for OA with ubiquitous licensing. I have no 
idea if the image was CC licensed or not; that is not the point, rather the 
point is to give more thought to the implications of re-use. In brief, with 
such images other rights are often involved besides copyright, such as privacy 
and publicity rights.

Article here:
https://www.bbc.com/news/world-europe-49029845

If researchers and publishers use CC licenses that actively invite re-use of 
material, they increase the chances of situations like this for human subjects. 
Researchers in Canada have an ethical obligation to protect human subjects; I 
submit that this is reason to avoid open licensing with such material. People 
who have consented to participate in a weight loss study have not consented to 
have their photos used in targeted advertising to their friends on social media 
by weight loss companies. I argue that a weight loss company would have good 
reason to interpret CC-BY as an invitation to this kind of downstream 
commercial use.

This is also a legal risk for researchers, their employers, publishers and 
policy-makers who require open licensing, because a problematic downstream 
re-user could use the open license as a defence. This could start a chain of 
lawsuits (I thought this was ok because CC-BY: sue author; author used CC-BY 
because advised or required to do so by journal or policy-maker, author sues 
journal or policy-maker...)

It is naive to think that a blanket invitation to re-use material from 
scholarly works will be used exclusively or even primarily for the purposes of 
advancing knowledge.

Common uses of material such as images of people in social media include (along 
with many beneficial uses) cyberbullying, doxing, revenge porn, targeted 
advertising, posting, re-posting and tagging photos without permission, and 
altering photos without permission, to name a few not-so-social uses of new 
media.

I wish we lived in a world where mutual respect and consideration could be 
taken for granted. Today, it is not clear that we can expect this standard even 
from elected leaders. For human subjects, it is not much to ask that we take 
the small step of avoiding attaching licenses granting blanket downstream 
re-use rights to anyone, to reduce the risk of harm and to make it as easy as 
possible to use legal remedies to stop harm, should this be necessary.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] corrected URLs Re: Latin America: long-time peerless leader in open access

2019-07-16 Thread Heather Morrison
oops - corrected URLs below

From: Radical Open Access  on behalf of 
Heather Morrison 
Sent: Monday, July 15, 2019 4:37:33 PM
To: radicalopenacc...@jiscmail.ac.uk
Subject: Latin America: long-time peerless leader in open access

This post is a public response to Debat and Babini's article Plan S in Latin 
America: A precautionary note and invitation to participate in open peer review.

In brief: Latin America has long been a leader in open access. Debat and Babini 
are experts without peers; their article should be read carefully by open 
access policy-makers not only in Latin America, and those involved with PlanS 
in Europe, but everywhere else, too.

Latin America: long-time peerless leader in open access:
https://sustainingknowledgecommons.org/2019/07/15/latin-america-long-time-peerless-leader-in-open-access/

Should the authors desire a full open peer review, it would be an honour for me 
to undertake this work, under the conditions explained in the following post 
(e.g. my work must be OA with ARR copyright - no CC license, with All Rights 
Reserved copyright:
https://sustainingknowledgecommons.org/2019/07/15/open-peer-review-a-preliminary-review-an-open-offer-observations-and-discussion/

This has inspired me to update a 2005 post (building on prior work of Harnad 
and others) on open peer review, with ideas, links and an invitation to 
participate in experimentation and discussion, which can be found here: 
https://sustainingknowledgecommons.org/2019/07/15/open-peer-review-a-model-an-invitation-2019-update/

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706


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[GOAL] Latin America: long-time peerless leader in open access

2019-07-15 Thread Heather Morrison
This post is a public response to Debat and Babini's article Plan S in Latin 
America: A precautionary note and invitation to participate in open peer review.

In brief: Latin America has long been a leader in open access. Debat and Babini 
are experts without peers; their article should be read carefully by open 
access policy-makers not only in Latin America, and those involved with PlanS 
in Europe, but everywhere else, too.

Latin America: long-time peerless leader in open access:
https://wordpress.com/post/sustainingknowledgecommons.org/3463

Should the authors desire a full open peer review, it would be an honour for me 
to undertake this work, under the conditions explained in the following post 
(e.g. my work must be OA with ARR copyright - no CC license, with explanation): 
https://wordpress.com/post/sustainingknowledgecommons.org/3463

This has inspired me to update a 2005 post (building on prior work of Harnad 
and others) on open peer review, with ideas, links and an invitation to 
participate in experimentation and discussion, which can be found here:
https://wordpress.com/post/sustainingknowledgecommons.org/3463

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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Re: [GOAL] Results of OA article data collection from OASPA members

2019-07-08 Thread Heather Morrison
Thank you PMR.


I think we agree that it is problematic for Elsevier (or other publishers) to 
retain copyright, with or without CC licenses. It appears that we agree that 
publishers can use CC licenses with what is in effect a copyright transfer. 
That is, if Elsevier uses CC-NC licenses to reserve commercial rights for 
Elsevier, this means that E. is the owner of commercial rights, the Licensor 
(therefore copyright ownership at least implied) of the CC license.


Did I get this right? If so, I argue that this is problematic, contrary to the 
common belief that CC licenses in scholarly communication involve author 
copyright retention, and something that merits further discussion and analysis.


best,


Heather


From: goal-boun...@eprints.org  on behalf of Peter 
Murray-Rust 
Sent: Monday, July 8, 2019 5:01 PM
To: Global Open Access List (Successor of AmSci)
Subject: Re: [GOAL] Results of OA article data collection from OASPA members

Attention : courriel externe | external email
Scopus does not only index Elsevier journals
https://service.elsevier.com/app/answers/detail/a_id/11274/supporthub/scopus/
"Over 24,000 titles, including 4,200 Open Access journals from more than 5,000 
international publishers."

So the CC BY licence is irrelevant - the ability for Elsevier to index will 
depend on the agreement between the 5000 publishers and Elsevier. I expect 
these are confidential and how much is paid. I assume that other indexers could 
set up similar deals - and this would allow competition at a price.

The main problem with non-CC BY "open access" in Elsevier journals (e.g. CC NC 
) is that forbids anyone else re-use the content, but because Elsevier has a 
contract with the authors they have a monopoly on re-use (often tens of 
thousands of dollars in reprints). That's the absolute downside of CC NC ND.

P.



On Mon, Jul 8, 2019 at 9:18 PM Heather Morrison 
mailto:heather.morri...@uottawa.ca>> wrote:
Thank you Christian.

Following are some points of agreement and relevant research, and follow-up 
questions.

I think we agree that re-directing funding from subscriptions / purchase to 
fund production (shift economics from demand to supply side) is key to OA 
transition - I made this point with a broad brush global analysis illustrating 
the potential to do so with considerable cost savings for libraries / 
institutions in First Monday in 2013: 
https://firstmonday.org/article/view/4370/3685

Houghton et al. conducted an economic analysis of the potential transition for 
the UK using 3 models (gold, green, transformative system building peer review 
on archives) and found the transformative approach the most cost-effective by 
far. This work used to be open access, but today this funded study now appears 
to be limited to access in specific reading rooms:
J. Houghton, B. Rasmussen, P. Sheehan, C. Oppenheim, A. Morris, C. Creaser, H. 
Greenwood, M. Summers, and A. Gourlay, 2009a. “Economics implications of 
alternative scholarly publishing models: Exploring the costs and benefit” (27 
January), at 
http://www.jisc.ac.uk/publications/reports/2009/economicpublishingmodelsfinalreport.aspx,
 accessed 7 February 2010.

To get back to your points on Elsevier, some questions:


  1.   You are assuming global and permanent cancellation by academic and 
research libraries to all Elsevier journal subscriptions. Correct?
  2.  What about Science Direct? It integrates journal subscriptions, but it is 
a search service. Do you assume global and permanent cancellation of Science 
Direct as search service too?
  3.  What about Scopus? This service is used in rankings as well as for 
searching - customers include universities for institutional ranking purposes 
and third party ranking services. If the idea of global and permanent 
cancellations to subscriptions is a success, but Elsevier proprietary content 
is a key market advantage for this type of product, this might eliminate the 
transformative potential hoped for from global and permanent subscription 
cancellations.
  4.  What about Elsevier published content to date? If Elsevier no longer 
distributes such content, what will happen with this content and access to it?

As a reminder, almost all Elsevier journals allow author self-archiving:
http://sherpa.ac.uk/romeo/search.php


best,

Heather Morrison

From: goal-boun...@eprints.org<mailto:goal-boun...@eprints.org> 
mailto:goal-boun...@eprints.org>> on behalf of 
Christian Gutknecht 
mailto:christian.gutkne...@bluewin.ch>>
Sent: Monday, July 8, 2019 3:25:05 PM
To: Global Open Access List (Successor of AmSci)
Subject: Re: [GOAL] Results of OA article data collection from OASPA members

Attention : courriel externe | external email
Well, I propose the following:

1. Academic Institutions should eventually stop paying for subscriptions (like 
Germany, UC etc)
2. Then the free money should be use to fund

Re: [GOAL] Results of OA article data collection from OASPA members

2019-07-08 Thread Heather Morrison
Thank you Michelle.


It is helpful to know that Scopus is included in research4life, and I note the 
good work of this initiative.


For the purposes of analysis of the appropriateness of CC-BY for open access, 
please note that CC-BY materials are likely being accessed today through a toll 
access service, Scopus, whether through fully paid services, or partially or 
fully subsidized services in select low income countries. In the latter case, 
these works are accessed not as open access, but rather as part of a service 
which requires registration and access provisions which I gather are similar to 
subscription services, i.e. reading requires providing evidence of being a 
member of a particular institution.


The difference in vision of open access and research4life is illustrated by the 
research4life answer to the FAQ question "are there other initiatives for 
accessing online journals"?

https://www.research4life.org/faq/


There is no mention here of open access. There are two links provided for other 
resources (scroll to the bottom). One link is to the Liblicense Developing 
Nations Initiatives webpage; the other (not working) is to the program pages. 
The Liblicense page does not mention open access and does not list major open 
access sources such as the Directories of Open Access Journals, Books, 
Repositories, the Bielefeld Open Access Search Engine, PubMed/PubMedCentral, 
arXiv, etc. etc.


Of course it is possible that this is an oversight and that research4life, if 
notified of the omission, would welcome an update of the FAQ to reflect open 
access and the widespread availability of OA resources.


Although research4life is doing good work, it may be worth noting that 
according to its website there is commitment on the part of partners to 
continue this work only until 2025. Also, while charity is wonderful, equity is 
better. My vision of OA includes a level playing field - everyone can access 
the resources (recognizing infrastructural and education inequities that also 
need to be overcome), and everyone qualified can contribute on an equal basis. 
The latter might be an interesting discussion for another time.


best,


Heather Morrison


From: Leonard, Michelle M 
Sent: Monday, July 8, 2019 11:37 AM
To: Heather Morrison
Subject: RE: [GOAL] Results of OA article data collection from OASPA members

Attention : courriel externe | external email

Hello,





I encourage you to check out the Research4Life: https://www.research4life.org 
and find that Elsevier DOES offer Scopus and thousands of other journals/book 
access to participating, under-represented countries (contrary to your 
statement below). Other publishers also offer thousands of journals/books to 
underrepresented counties. Here is a few videos that we developed for our 
faculty who are working on a USAID grant to Feed the Future. 
http://livestocklab.ifas.ufl.edu/events/webinars-on-literature-access/



Warm regards,

Michelle







Michelle Leonard
Associate University Librarian
Liaison to Animal Sciences, M.E. Rinker, Sr., School of Construction 
Management, Civil & Coastal Engineering, Entomology & Nematology, Geological 
Sciences, Soil & Water Sciences
Marston Science Library
University of Florida
mleon...@uflib.ufl.edu<mailto:mleon...@uflib.ufl.edu>; 352-273-2866 (ph)
http://www.uflib.ufl.edu/msl/about/faculty/mleonard.html
orcid.org/-0002-9017-3591









From: goal-boun...@eprints.org  On Behalf Of 
Christian Gutknecht
Sent: Monday, July 8, 2019 11:14 AM
To: Global Open Access List (Successor of AmSci) 
Subject: Re: [GOAL] Results of OA article data collection from OASPA members



Hi Heather



Sorry, I can’t follow you on that:



Increase in monopoly power for Elsevier: anyone can use the CC licensed 
material to create a competitor to Scopus, however only Elsevier can use their 
copyrighted work. CC-BY reduces the likelihood of successful competition.



The problem here is obviously not the CC-BY content, but the the non-open 
content of Elsevier. So forcing Elsevier also to use CC-BY for their „own“ 
content would enable competition for analysis tools like Scopus.



Best regards



Christian







Am 08.07.2019 um 15:39 schrieb Heather Morrison 
mailto:heather.morri...@uottawa.ca>>:



In related news: Elsevier's toll access service Scopus now includes 5,393 open 
access journals. This is helpful to illustrate and analyze some of the 
implications of blanket downstream commercial re-use (e.g. CC-BY):

Extra profit for Elsevier: no need to pay CC-BY journals, and open licensing 
reduces their costs for clarifying permissions.

Increase in monopoly power for Elsevier: anyone can use the CC licensed 
material to create a competitor to Scopus, however only Elsevier can use their 
copyrighted work. CC-BY reduces the likelihood of successful competition.

Development of underdevelopment: authors f

Re: [GOAL] Results of OA article data collection from OASPA members

2019-07-08 Thread Heather Morrison
Thank you Christian.

Following are some points of agreement and relevant research, and follow-up 
questions.

I think we agree that re-directing funding from subscriptions / purchase to 
fund production (shift economics from demand to supply side) is key to OA 
transition - I made this point with a broad brush global analysis illustrating 
the potential to do so with considerable cost savings for libraries / 
institutions in First Monday in 2013: 
https://firstmonday.org/article/view/4370/3685

Houghton et al. conducted an economic analysis of the potential transition for 
the UK using 3 models (gold, green, transformative system building peer review 
on archives) and found the transformative approach the most cost-effective by 
far. This work used to be open access, but today this funded study now appears 
to be limited to access in specific reading rooms:
J. Houghton, B. Rasmussen, P. Sheehan, C. Oppenheim, A. Morris, C. Creaser, H. 
Greenwood, M. Summers, and A. Gourlay, 2009a. “Economics implications of 
alternative scholarly publishing models: Exploring the costs and benefit” (27 
January), at 
http://www.jisc.ac.uk/publications/reports/2009/economicpublishingmodelsfinalreport.aspx,
 accessed 7 February 2010.

To get back to your points on Elsevier, some questions:


  1.   You are assuming global and permanent cancellation by academic and 
research libraries to all Elsevier journal subscriptions. Correct?
  2.  What about Science Direct? It integrates journal subscriptions, but it is 
a search service. Do you assume global and permanent cancellation of Science 
Direct as search service too?
  3.  What about Scopus? This service is used in rankings as well as for 
searching - customers include universities for institutional ranking purposes 
and third party ranking services. If the idea of global and permanent 
cancellations to subscriptions is a success, but Elsevier proprietary content 
is a key market advantage for this type of product, this might eliminate the 
transformative potential hoped for from global and permanent subscription 
cancellations.
  4.  What about Elsevier published content to date? If Elsevier no longer 
distributes such content, what will happen with this content and access to it?

As a reminder, almost all Elsevier journals allow author self-archiving:
http://sherpa.ac.uk/romeo/search.php


best,

Heather Morrison

From: goal-boun...@eprints.org  on behalf of 
Christian Gutknecht 
Sent: Monday, July 8, 2019 3:25:05 PM
To: Global Open Access List (Successor of AmSci)
Subject: Re: [GOAL] Results of OA article data collection from OASPA members

Attention : courriel externe | external email
Well, I propose the following:

1. Academic Institutions should eventually stop paying for subscriptions (like 
Germany, UC etc)
2. Then the free money should be use to fund pure OA (through APCs, 
memberships, or any other well working OA business models out there)
3. Funders and Institutions should then refine and tackle the issues of Gold 
OA, like the cost transparency of publishing services, requirements for 
metadata, formats, workflows, archiving, tdm, licences (like CC-BY requirement 
as defined in Berlin and Budapest).

The subscription model, and hence the exclusiveness of Elsevier’s content only 
exists because academic institutions and especially libraries let Elsevier have 
this power by keep subscribing and ignoring alternatives.

Best regards
Christian

Am 08.07.2019 um 17:38 schrieb Heather Morrison 
mailto:heather.morri...@uottawa.ca>>:

hi Christian,

Thank you for your contribution...

Regarding your argument: "forcing Elsevier also to use CC-BY for their „own“ 
content would enable competition for analysis tools like Scopus", I have some 
questions. Let's start with:

Are you and/or others proposing to force Elsevier to use CC-BY for their "own" 
content?** If so, how do you propose to do this and which of Elsevier's content?

best,

Heather Morrison

** Side note: this is problematic, but let's leave this for now.



From: goal-boun...@eprints.org<mailto:goal-boun...@eprints.org> 
mailto:goal-boun...@eprints.org>> on behalf of 
Christian Gutknecht 
mailto:christian.gutkne...@bluewin.ch>>
Sent: Monday, July 8, 2019 11:14 AM
To: Global Open Access List (Successor of AmSci)
Subject: Re: [GOAL] Results of OA article data collection from OASPA members

Attention : courriel externe | external email
Hi Heather

Sorry, I can’t follow you on that:

Increase in monopoly power for Elsevier: anyone can use the CC licensed 
material to create a competitor to Scopus, however only Elsevier can use their 
copyrighted work. CC-BY reduces the likelihood of successful competition.

The problem here is obviously not the CC-BY content, but the the non-open 
content of Elsevier. So forcing Elsevier also to use CC-BY for their „own“ 
content would enable competition for analysis tools

Re: [GOAL] Results of OA article data collection from OASPA members

2019-07-08 Thread Heather Morrison
hi Christian,


Thank you for your contribution...


Regarding your argument: "forcing Elsevier also to use CC-BY for their „own“ 
content would enable competition for analysis tools like Scopus", I have some 
questions. Let's start with:


Are you and/or others proposing to force Elsevier to use CC-BY for their "own" 
content?** If so, how do you propose to do this and which of Elsevier's content?


best,


Heather Morrison


** Side note: this is problematic, but let's leave this for now.



From: goal-boun...@eprints.org  on behalf of 
Christian Gutknecht 
Sent: Monday, July 8, 2019 11:14 AM
To: Global Open Access List (Successor of AmSci)
Subject: Re: [GOAL] Results of OA article data collection from OASPA members

Attention : courriel externe | external email
Hi Heather

Sorry, I can’t follow you on that:

Increase in monopoly power for Elsevier: anyone can use the CC licensed 
material to create a competitor to Scopus, however only Elsevier can use their 
copyrighted work. CC-BY reduces the likelihood of successful competition.

The problem here is obviously not the CC-BY content, but the the non-open 
content of Elsevier. So forcing Elsevier also to use CC-BY for their „own“ 
content would enable competition for analysis tools like Scopus.

Best regards

Christian



Am 08.07.2019 um 15:39 schrieb Heather Morrison 
mailto:heather.morri...@uottawa.ca>>:

In related news: Elsevier's toll access service Scopus now includes 5,393 open 
access journals. This is helpful to illustrate and analyze some of the 
implications of blanket downstream commercial re-use (e.g. CC-BY):

Extra profit for Elsevier: no need to pay CC-BY journals, and open licensing 
reduces their costs for clarifying permissions.

Increase in monopoly power for Elsevier: anyone can use the CC licensed 
material to create a competitor to Scopus, however only Elsevier can use their 
copyrighted work. CC-BY reduces the likelihood of successful competition.

Development of underdevelopment: authors from poor countries get the benefit of 
increased exposure with OA, but are locked out of the next generation of 
services built on this such as Scopus. CC-BY is not sufficient to achieve the 
vision of sharing the knowledge of the rich with the poor and the poor with the 
rich; this license facilitates one-way sharing of the poor with the rich, as it 
lacks a means of ensuring reciprocity. (CC-BY-SA does not ensure reciprocity 
either; it means use the same license for derivatives, not share like I have. A 
re-used OA article with CC-BY-SA can be re-used in a TA environment).

I recommend against the use of licenses allowing blanket commercial re-use to 
authors, journals, OA advocates and policy-makers.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org<http://sustainingknowledgecommons.org>
heather.morri...@uottawa.ca<mailto:heather.morri...@uottawa.ca>
https://uniweb.uottawa.ca/?lang=en#/members/706

From: goal-boun...@eprints.org<mailto:goal-boun...@eprints.org> 
mailto:goal-boun...@eprints.org>> on behalf of Bernie 
Folan mailto:bernie.fo...@oaspa.org>>
Sent: Monday, July 8, 2019 7:01:54 AM
To: Bernie Folan
Subject: [GOAL] Results of OA article data collection from OASPA members

Attention : courriel externe | external email

***With apologies for cross posting ***

OASPA has published a new blog post summarising the results of a recent OA 
article data collection exercise carried out with input from OASPA members.

You can find the post at 
https://oaspa.org/growth-continues-for-oaspa-member-oa-content/

Some highlights:

  *   Total growth in output by OASPA members is 23%. This does include some 
new contributors but on the whole, they were small numbers so don't count much 
towards the total.
  *   Growth in CC BY articles published in fully OA journals is 18% so this is 
slightly higher than it has done for the past 5 years.
  *   Over a quarter of a million CC BY articles were published by OASPA 
members in fully OA journals last year.

Do feel free to share within your networks.

Best wishes,
Bernie


Bernie Folan
Events and Communications Coordinator, OASPA
bernie.fo...@oaspa.org<mailto:bernie.fo...@oaspa.org>

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Re: [GOAL] Results of OA article data collection from OASPA members

2019-07-08 Thread Heather Morrison
In related news: Elsevier's toll access service Scopus now includes 5,393 open 
access journals. This is helpful to illustrate and analyze some of the 
implications of blanket downstream commercial re-use (e.g. CC-BY):

Extra profit for Elsevier: no need to pay CC-BY journals, and open licensing 
reduces their costs for clarifying permissions.

Increase in monopoly power for Elsevier: anyone can use the CC licensed 
material to create a competitor to Scopus, however only Elsevier can use their 
copyrighted work. CC-BY reduces the likelihood of successful competition.

Development of underdevelopment: authors from poor countries get the benefit of 
increased exposure with OA, but are locked out of the next generation of 
services built on this such as Scopus. CC-BY is not sufficient to achieve the 
vision of sharing the knowledge of the rich with the poor and the poor with the 
rich; this license facilitates one-way sharing of the poor with the rich, as it 
lacks a means of ensuring reciprocity. (CC-BY-SA does not ensure reciprocity 
either; it means use the same license for derivatives, not share like I have. A 
re-used OA article with CC-BY-SA can be re-used in a TA environment).

I recommend against the use of licenses allowing blanket commercial re-use to 
authors, journals, OA advocates and policy-makers.

best,

Dr. Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706

From: goal-boun...@eprints.org  on behalf of Bernie 
Folan 
Sent: Monday, July 8, 2019 7:01:54 AM
To: Bernie Folan
Subject: [GOAL] Results of OA article data collection from OASPA members

Attention : courriel externe | external email

***With apologies for cross posting ***

OASPA has published a new blog post summarising the results of a recent OA 
article data collection exercise carried out with input from OASPA members.

You can find the post at 
https://oaspa.org/growth-continues-for-oaspa-member-oa-content/

Some highlights:

  *   Total growth in output by OASPA members is 23%. This does include some 
new contributors but on the whole, they were small numbers so don't count much 
towards the total.
  *   Growth in CC BY articles published in fully OA journals is 18% so this is 
slightly higher than it has done for the past 5 years.
  *   Over a quarter of a million CC BY articles were published by OASPA 
members in fully OA journals last year.

Do feel free to share within your networks.

Best wishes,
Bernie


Bernie Folan
Events and Communications Coordinator, OASPA
bernie.fo...@oaspa.org<mailto:bernie.fo...@oaspa.org>
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[GOAL] The dialectic of open

2019-06-17 Thread Heather Morrison
Possibly of interest: my most recent presentation on the logical contradictions 
inherent in the concept of "open" in our current capitalist society, using the 
method of critical dialectics developed by the Frankfurt School (aka open 
dialectics).


Abstract


In contemporary Western society the word open is used as if the concept were 
essentially good. This is a logical fallacy; the only concept that is in 
essence good is the concept good itself. In this paper I will argue that this 
is a dangerous fallacy that opens the door to misdirection and co-optation of 
genuine advocates of the public good accidentally through misconception and 
deliberately by actors whose motives are far from open, that a critical 
dialectic approach is useful to unravel and counter such fallacies, and present 
a simple pedagogical technique that I have found to be effective to teach 
critical thinking to university students in this area. The province of Ontario 
under the Ford government describes itself as open for business. In this 
context, open means open for exploitation, and closure is protection for the 
environment and vulnerable people. This is one example of openwashing, taking 
advantage of the use of the term by large numbers of “open” advocates whose 
work is based on very different motives.

Open access, according to the Budapest Open Access Initiative, is a potential 
unprecedented public good, a collective global sharing of the scholarly 
knowledge of humankind. A sizable portion of the open access movement is 
adamant that open access requires nothing less than all of the world’s scholars 
making their work not only free of charge, but free for downstream manipulation 
and re-use for commercial purposes. This frees up knowledge for creative new 
approaches to more rapidly advance our knowledge; it is also a new area for 
capitalist expansion and can be seen as selling out scholarship. Is this 
necessary, sufficient, or even desirable to achieve the vision of global 
sharing of open access? Open education can be seen as the next phase in the 
democratization of education, a new field for capitalist expansion, a tool for 
authoritarian control and/or a tool for further control of the next generation 
proletariat or precariat. Open government can facilitate an expansion of 
democracy, to further engage citizens in decision-making, a means of enhancing 
and improving government services, and/or another means of transitioning public 
services to the private sector that is typical of the (perhaps post) neoliberal 
era. Proactive open government can mean more transparent, accountable 
government; it can also mean open access to the documents and data that those 
in power choose to share. This paper will analyze the rhetoric of key documents 
from the open movements, evidence presented to support these beliefs, and 
explore whether these belief systems reflect myth based on misconception and/or 
misdirection by actors with ulterior motives using a theoretical lens drawn 
from the political economics, particularly Hegelian dialectics in the tradition 
of the Frankfurt School and contemporary Marxist analysis.

Link to full presentation:
https://ruor.uottawa.ca/handle/10393/39300

Questions and comments are welcome, on the GOAL list or the blogpost:
https://sustainingknowledgecommons.org/2019/06/12/the-dialectic-of-open/

best,



Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] Metrics, old and new: a critical perspective

2019-05-22 Thread Heather Morrison
One of the long-term challenges to transitioning scholarly communication to 
open access is reliance on bibliometrics. Many authors and organizations are 
working to address this challenge. The purpose of this post is to share some 
highlights of my work in progress, a book chapter (preprint) designed to 
explain the current state of bibliometrics in the context of a critique of 
global university rankings. Some reflections in brief that are new and relevant 
to advocates of open access and changes in evaluation of scholarly work follow.


Impact:it is not logical to equate impact with quality, and further, it is 
dangerous to do so.


New metrics (or altmetrics) serve many purposes and should be developed and 
used, but should be avoided in the context of evaluating the quality of 
scholarship.


New metrics are likely to change scholarship, but not necessarily in the ways 
anticipated by the open access movement.


It is possible to evaluate scholarly research without recourse to metrics. The 
University of Ottawa’s collective agreement with full-time faculty reflects a 
model that not only avoids the problems of metrics, but is an excellent model 
for change in scholarly communication as it is recognized that scholarly works 
may take many forms.


The full blogpost and a link to the book chapter preprint can be found here:

https://sustainingknowledgecommons.org/2019/05/22/what-counts-in-research-dysfunction-in-knowledge-creation-moving-beyond/


best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] BMC update: 66% of journals increased APC from 2018 - 2019, 61% far above inflationary rates

2019-05-01 Thread Heather Morrison
We thank Springer Nature's Christopher Pym for his opinion on the GOAL list 
regarding of analysis of BMC price increases from 2018 - 2019:

http://mailman.ecs.soton.ac.uk/pipermail/goal/2019-May/005123.html

Errors are always possible with this type of work, and so I conducted a second 
analysis, this time limited to 260 BMC journals for which we have APC data for 
both 2018 and 2019, using GBP (for historical reasons, we use this as the main 
currency for BMC).

Findings in brief:

This re-analysis confirms our original finding of a sharp increase in APCs. 66% 
of BMC journals for which we have APC data in GBP for both 2018 and 2019 have 
increased their APCs; 61% have increased their APCs at far beyond inflationary 
levels, causing the overall average (including journals that did not change 
APCs or lowered APCs) to increase by 15%, a rate far beyond inflationary 
levels. We thank Christopher Pym for his interest in our research.

Please note that slight changes in method (sampling limited to journals for 
which we have APCs for both years, currency selection), result in some 
differences in results, while both approaches support the conclusion of "sharp 
increases in APCs".

Details and a table showing the BMC journals price changes in decreasing order 
by % change are posted here:
https://sustainingknowledgecommons.org/2019/04/30/biomed-central-in-2019-sharp-increase-in-article-processing-charge/

Further inquiries are welcome and helpful. This is a form of open peer review. 
Having publishers check our findings is a type of rigorous critique that 
typical academic peer review could easily miss.

<https://sustainingknowledgecommons.org/2019/04/30/biomed-central-in-2019-sharp-increase-in-article-processing-charge/>best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] Frontiers and BioMedCentral APC prices 2019

2019-04-30 Thread Heather Morrison
Two recent posts that might be of interest (thanks to Hamid Pashaei):


BioMedCentral in 2019: sharp increase in article processing charge


Abstract:

Our recent analysis of BioMed Central publishing company journals reveals a 
sharp increase both in number of open access journals and also article 
processing fees.

BMC currently publishes 330 open access journals that comparing to 2018 data 
shows an increase of 11% in number of journals. While 25 journals have no 
article processing fee for authors to publish their articles, there has been a 
57% increase in average article processing charge comparing to the last year, 
as the average processing fee was $1402 in 2018 and now it is $2200.

Comparing to the last year, 264 journals have increased and 5 journals have 
decreased in APC (article processing charge). The average APC increase for 
journals is $917 and the average decrease is $124.

Details:
https://sustainingknowledgecommons.org/2019/04/30/biomed-central-in-2019-sharp-increase-in-article-processing-charge/

<https://sustainingknowledgecommons.org/2019/04/30/biomed-central-in-2019-sharp-increase-in-article-processing-charge/>Frontiers

Abstract:


The data for 2019 shows that while most 2019 journals by Frontiers incurred no 
changes in article processing charge comparing to 2018, but the increase in APC 
of 23 journals (40% of Frontier journals) is significant, with APC increases of 
18% – 31%.

Frontiers currently publishes 62 journals that shows 10% growth in the number 
of journals comparing to 56 journals in 2018. Of these, 23 journals (40%) have 
an increase of $774 in article processing charges but the other journals have 
no change in comparison to 2018 data. Therefore, the overall increase in 
Article processing journals for all Frontiers open access journals is 3 percent.

Details:

https://sustainingknowledgecommons.org/2019/04/30/frontiers-in-2019-3-increase-in-average-apc/



Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] URL correction Fw: Open access versus the commons

2019-04-24 Thread Heather Morrison
The correct URL for this post is:

https://sustainingknowledgecommons.org/2019/04/23/open-access-versus-the-commons-or-steps-towards-developing-commons-to-sustain-open-access/
Open access versus the commons, or steps towards developing commons to sustain 
open 
access<https://sustainingknowledgecommons.org/2019/04/23/open-access-versus-the-commons-or-steps-towards-developing-commons-to-sustain-open-access/>
sustainingknowledgecommons.org
by Heather Morrison Abstract The concept of open access is complementary to, 
and in opposition to the commons. The similarities and overlap appear to be 
taken for granted; for example, many people …




From: Heather Morrison
Sent: Tuesday, April 23, 2019 4:27 PM
To: Global Open Access List (Successor of AmSci)
Subject: Open access versus the commons


Abstract


The concept of open access is complementary to, and in opposition to the 
commons. The similarities and overlap appear to be taken for granted; for 
example, many people assume that open access and Creative Commons just go 
together. The purpose of this post is to explore the essential opposition of 
the two concepts. The so-called “tragedy of the commons” is actually the 
tragedy of unmanaged open access. Understanding this opposition is helpful to 
analyze the potential of commons analysis to develop and sustain actual commons 
(cool pool resources) to support open access works. Ostrom’s design principles 
for common pool resources are listed with comments and examples of open access 
supports that illustrate the principles and a proposed modified list design to 
meet the needs of open access infrastructure is presented.


Details:

https://wordpress.com/post/sustainingknowledgecommons.org/3430

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] Open access versus the commons

2019-04-23 Thread Heather Morrison
Abstract


The concept of open access is complementary to, and in opposition to the 
commons. The similarities and overlap appear to be taken for granted; for 
example, many people assume that open access and Creative Commons just go 
together. The purpose of this post is to explore the essential opposition of 
the two concepts. The so-called “tragedy of the commons” is actually the 
tragedy of unmanaged open access. Understanding this opposition is helpful to 
analyze the potential of commons analysis to develop and sustain actual commons 
(cool pool resources) to support open access works. Ostrom’s design principles 
for common pool resources are listed with comments and examples of open access 
supports that illustrate the principles and a proposed modified list design to 
meet the needs of open access infrastructure is presented.


Details:

https://wordpress.com/post/sustainingknowledgecommons.org/3430

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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Re: [GOAL] Plan S: APC and service level

2019-04-23 Thread Heather Morrison
hi Victor,


Thank you for raising a suggestion about connecting APCs to service levels, 
i.e. journals with more services charging more for APCs. Some thoughts on this 
subject follow. In brief, I agree with Babini that the APC model is problematic 
for OA. I argue that the APC model is not consistent with the vision or GOAL 
for OA, and has the potential to continue or exacerbate market problems with 
scholarly publishing. Research funder policies requiring OA are welcome, but in 
my opinion should focus exclusively on OA archiving and in particular should 
avoid encouraging or financially supporting APCs.


Details


Vision


The first paragraph of the original Budapest Open Access Initiative (see below) 
is the best brief description of what I consider the GOAL of open access (or 
the global knowledge commons, the term I use):

https://www.budapestopenaccessinitiative.org/read


"An old tradition and a new technology have converged to make possible an 
unprecedented public good. The old tradition is the willingness of scientists 
and scholars to publish the fruits of their research in scholarly journals 
without payment, for the sake of inquiry and knowledge. The new technology is 
the internet. The public good they make possible is the world-wide electronic 
distribution of the peer-reviewed journal literature and completely free and 
unrestricted access to it by all scientists, scholars, teachers, students, and 
other curious minds. Removing access barriers to this literature will 
accelerate research, enrich education, share the learning of the rich with the 
poor and the poor with the rich, make this literature as useful as it can be, 
and lay the foundation for uniting humanity in a common intellectual 
conversation and quest for knowledge".

Comment: a commons as described by Bambini is a better fit to achieve this 
vision than an APC market. Fostering APCs and allowing journals with more 
services to charge more is an "even more for the rich" approach, the exact 
opposite of "laying the foundation for uniting humanity in a common 
intellectual conversation".

Transitioning market dysfunction?

The transition to open access is taking place in the context of a scholarly 
communication ecosystem that has been dysfunctional for at least half a 
century. The market has become very concentrated, and a few large commercial 
scholarly publishers have gained large profits in an inelastic market, arguably 
at the expense of access and dissemination, not-for-profit university presses, 
smaller journals and societies, and the less well endowed humanities and social 
sciences.

In the process of transition to open access via APCs, there are 2 reasonable 
hypotheses that we are exploring through the longitudinal APC project. Will 
APCs introduce competition and lower prices because they are more transparent 
than subscriptions? OR, will a transition to APCs simply transfer the 
must-purchase imperative that created an inelastic subscriptions market to an 
equally (or possibly more) dysfunctional must-pay-to-publish in system. To 
date, our evidence is far from conclusive. Recent evidence (large percentage 
price increases by some APC publishers) tends to support the hypothesis of 
transitioning an inelastic market. Any approach that focuses on transitioning 
the existing large commercial publishers seems likely to transition the 
marketing strategies of these companies. To minimize this possibility, I 
recommend an exclusive policy focus on OA archiving and dissemination via OA 
archives; leave the market (and the commons) to adjust.

Some OA journals and publishers are successfully using APCs. Most OA journals 
do not use them. There are, in my opinion, better models. For example, I 
recommend direct subsidies as either APCs or subscriptions / purchase are 
essentially less-efficient indirect subsidy models, because in the case of 
scholarly publishing the authors and readers are largely the same group.

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706


From: goal-boun...@eprints.org  on behalf of Victor 
Venema 
Sent: Tuesday, April 23, 2019 11:39:39 AM
To: Global Open Access List (Successor of AmSci)
Subject: [GOAL] Plan S: APC and service level

Dear colleagues,

One of the discussions of Plan S is about its impact on researchers from
less wealthy institutions. The article below is typical and I found the
comment below insightful.

It made me wonder, would it be possible to link APCs to the service
level? We could make a system where you can only ask for the maximum APC
mentioned in plan S if you provide all services requ

[GOAL] Why I oppose conflating open access and open licensing

2019-04-10 Thread Heather Morrison
In brief, my reasons for opposing conflation of open access and open licensing 
is that open licenses are not sufficient, necessary, or always desirable for 
open access.

Not sufficient: there are two reasons why open licenses are not sufficient. One 
is that there is nothing in CC licenses that obligates any copyright holder or 
downstream re-user to continue to make a work available at all, never mind free 
of charge. For example, an obvious beneficiary of works made available for 
commercial downstream re-use is Elsevier through their toll access search 
service Scopus. If we consider “free of charge” to be an essential element of 
open access (I do), CC licenses allowing downstream commercial use are not 
enough. The second reason is that scholars will always need to study and draw 
from works that are beyond the scope of research, and for this reason we need 
strong fair use / fair dealing provisions in copyright. For example, while PLOS 
is a model for open licensing with respect to articles published, as a scholar 
in the area of open access economics, I need to be able to quote language from 
the PLOS website in this area, and the PLOS website per se is All Rights 
Reserved; my work requires fair dealing rights. PLOS is not unusual in this; 
differential licensing is common for “CCBY by default” publishers.

Not necessary: works that are online, free to read and free of most 
technological restrictions on re-use are in effect sufficient for most of the 
intended purposes of open licensing. Consider what Google is able to do with 
internet-based works without having to restrict searching to works that are 
openly licensing. A work in HTML or XML with no technological protection 
measures (TPM) and no copyright statement (automatic All Rights Reserved 
copyright in any Berne country) can be used for text mining and portions of the 
work can be copied, with attribution, under fair dealing. In contrast, a work 
with an open license that is produced in a format that includes TPMs is less 
available for the purposes intended by open licensing than many works that are 
openly licensed. It is important to understand that TPMs are used not only to 
protect copyright, but also to protect the integrity of works, for example to 
look and feel of graphics as well as their position with respect to text.

Not necessarily desirable: open licensing, I argue, is not always desirable. 
For example, researchers who work with human subjects (very common in the 
social sciences) have a primary ethical duty to protect their subjects from 
harm. There is a wide range of sensitivity of information shared with 
researchers, ranging from quasi-public to extremely sensitive. Material such as 
stories and images shared with researchers for the purposes of advancing 
knowledge should not be made available on a blanket basis for re-use including 
commercial purposes. In developing policy attention should be paid to common 
commercial uses of this kind of material, particularly in the area of social 
media. Decisions about open licensing are in effect decisions about balancing 
the benefits of open licensing and our ethical duty to protect human subjects. 
I argue that our ethical duty to protect human subjects requires a conservative 
approach, in individual research projects, research support services, and 
policy-making.



This post is an excerpt of a recent open peer review, presented by way of 
explanation of why I am posting an open peer review in a journal with a default 
license of CC-BY under All Rights Reserved copyright. The remainder of the 
sections of this open review that are relevant to copyright are posted below.

An open peer review of “Few open access journals are Plan S compliant”: third 
and final round by Dr. Heather Morrison, Associate Professor, University of 
Ottawa School of Information Studies, and Principal Investigator, Sustaining 
the Knowledge Commons, a SSHRC Insight Project. Copyright Dr. Heather Morrison, 
All Rights Reserved (explanation below)…

Copyright Dr. Heather Morrison, All Rights Reserved: explanation The default 
license for MDPI’s Publications is CC-BY. From the perspective of many open 
access advocates, open licensing is an inherent part of open access. As 
discussed by the authors, this assumption forms part of the Plan S compliance 
criteria; compliance requires CC-BY, CC-BY-SA, or CC-0 licensing, with 
recognition that funded researchers cannot impose open licensing on third party 
copyright owners whose works are include in Plan S funded researchers’ works. I 
argue that conflating open access and open licensing is a major strategic error 
for the open access movement, and that it is important for open access 
advocates to understand that arguments opposing open licensing requirements can 
reflect a strong position in favour of open access. It is a mistake to think 
that because traditional subscription-based publishers oppose open licensing

[GOAL] Open to closed: analysis of public domain government data

2019-04-09 Thread Heather Morrison
Boettcher & Dames (2018) raise some important issues regarding public domain 
government data. In brief, the U.S. federal government releases data into the 
public domain by default. This raises 2 potential types of issues:

  *   privacy and security of individuals' data
  *   potential for enclosure / privatization of free public services if the 
government's data is released as open data but the government does not maintain 
a free human readable version

From:

Boettcher, J. C., & Dames, K. M. (2018). Government Data as Intellectual 
Property: Is Public Domain the same as Open Access? Online Searcher, 42(4), 
42–48.
https://repository.library.georgetown.edu/handle/10822/1051174

Abstract
Public domain and open data policies and how they are made. Current status of 
open data policies in the Federal government are changing with new laws. What 
is HR4174/S4047 and what does it say and mean? What are trends in government 
data policies regarding access to that statistical data? This article will give 
the reader an understanding of federal policies and laws regarding data.

best,


Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] Science, let's talk: your friend, all the other knowledges.

2019-04-09 Thread Heather Morrison
The purpose of the Sustaining the Knowledge Commons research program is to help 
in the process of transitioning to a stable global knowledge commons, through 
which everyone can access all of our collective knowledge free-of-charge and 
free of most copyright and licensing restrictions and to which all who are 
qualified are welcome to contribute. One common problem that I see in the open 
access movement and in the scientific community (OA or not) is a tendency to 
conflate knowledge and science. I argue that this is a serious problem not only 
for other forms of knowledge, but a potential immanent existential threat to 
science itself. At a recent talk I presented a brief explanation of the 
argument.

Abstract:
https://sustainingknowledgecommons.org/2019/04/09/science-lets-talk-your-friend-all-other-knowledges/

Presentation:
https://ruor.uottawa.ca/handle/10393/38890


Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] Acknowledging a downside to APC: opening for exploitation

2019-04-04 Thread Heather Morrison
Brainard (2019) in an April 3, 2019 article in Science, reports that a U.S. 
judge has ruled that a "deceptive" publisher [OMICS] should pay $50 million in 
damages. This is a timely opportunity to acknowledge a downside of the APC 
business model, that is, opening up scholarship to further commercial 
exploitation, including exploitation by publishers that do not or may not meet 
reasonable standards for academic quality and ethics in publishing, and to make 
recommendations to limit this potential for exploitation.


Abstract

The SKC team often focuses on the article processing charges (APC) business 
model for OA journal publishing, in order to observe and analyze trends. 
However, this focus is not an endorsement of either OA publishing (as opposed 
to OA archiving), or the APC business model that is used by a minority of fully 
OA journals. This post acknowledges a major downside to the APC model. APC 
"opens up" scholars and scholarly works for further commercial exploitation by 
traditional and new publishers that offers a wide range of quality in academic 
terms, ranging from excellent to mediocre and including a few with unethical 
practices that are not compatible with advancing our collective knowledge.This 
judge's ruling provides an opportune moment to acknowledge this flaw in the APC 
business model, and to discuss potential remedies. I argue that it is essential 
for scholarly publishing to be scholar-led so that advancing scholarship is the 
primary priority. One model that I recommend as one to build on and expand is 
the SSHRC Aid to Scholarly 
Journals<http://www.sshrc-crsh.gc.ca/funding-financement/programs-programmes/scholarly_journals-revues_savantes-eng.aspx>
 program. This program provides modest funding to scholarly journals that are 
under the direction of qualified Canadian academics. This funding is awarded 
through a competitive process that in effect serves as a journal-level academic 
peer review process. OA initiatives where key decisions are made by the 
research community (directly or through librarian representatives) are more 
likely to ensure high quality and ethical services than policies favouring 
and/or providing support for OA publishing with no clear vetting process of 
publication venues.


Full post:

https://wordpress.com/post/sustainingknowledgecommons.org/3419

best,


Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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Re: [GOAL] Sage Open Access

2019-04-04 Thread Heather Morrison
Zero embargo sounds promising. Can someone from Sage explain what this means?

Possible interpretations:

- No embargo on self-archived articles
- No embargo on Sage's fully OA journals
- No embargo on Sage titles in transformative deal
- No embargo on Sage titles in subscription packages (Sage packages or 3rd 
party bundles)
- Sage plans to become an all-OA publisher

best,

Heather Morrison
Associate Professor, School of Information Studies, University of Ottawa
Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa
Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project
sustainingknowledgecommons.org
heather.morri...@uottawa.ca
https://uniweb.uottawa.ca/?lang=en#/members/706

From: goal-boun...@eprints.org  on behalf of Valerie 
McCutcheon 
Sent: Thursday, April 4, 2019 7:07:26 AM
To: goal@eprints.org
Subject: [GOAL] Sage Open Access

I have just been on a panel with Tom Merriweather of Sage this AM.  He says 
they are going zero embargo for journals.

Valerie

-Original Message-
From: goal-boun...@eprints.org  On Behalf Of 
goal-requ...@eprints.org
Sent: 04 April 2019 12:00
To: goal@eprints.org
Subject: GOAL Digest, Vol 89, Issue 2

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Today's Topics:

   1. Sage OA 2019: growing number of OA journals, still expensive,
  APC based, complex pricing trends (Heather Morrison)


--

Message: 1
Date: Wed, 3 Apr 2019 17:15:33 +0000
From: Heather Morrison 
Subject: [GOAL] Sage OA 2019: growing number of OA journals, still
expensive, APC based, complex pricing trends
To: "Global Open Access List (Successor of AmSci)" 
Message-ID:



Content-Type: text/plain; charset="windows-1252"

Review of Sage Open access database in 2019 shows that the number of their open 
access journals is growing, they are still following article processing charge 
model and their payment model is still pricey.


Sage currently publishes 1,200 journals. Of these, 200 journals (about 17%) are 
fully open access. Compared to the last year?s data, there is a net increase of 
41 open access journals (26% increase) published by Sage. Out of all open 
access journals, 185 journals (92 percent) have publication fees, 14 journals 
have no publication charges and 1 journal lacks the information whether it has 
processing fee or not.


Some journals from the previous years ceased publication and Sage has removed 
them from their database, but only a few of them are accessible through 
clockss.org archive.

by Hamid Pashaei and Heather Morrison


Full post:

https://sustainingknowledgecommons.org/2019/03/30/sage-in-2019-growing-in-oa-journals-still-expensive-complex-pricing-trends/



Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agr?g?, ?cole des Sciences de l'Information, Universit? d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] Sage OA 2019: growing number of OA journals, still expensive, APC based, complex pricing trends

2019-04-03 Thread Heather Morrison
Review of Sage Open access database in 2019 shows that the number of their open 
access journals is growing, they are still following article processing charge 
model and their payment model is still pricey.


Sage currently publishes 1,200 journals. Of these, 200 journals (about 17%) are 
fully open access. Compared to the last year’s data, there is a net increase of 
41 open access journals (26% increase) published by Sage. Out of all open 
access journals, 185 journals (92 percent) have publication fees, 14 journals 
have no publication charges and 1 journal lacks the information whether it has 
processing fee or not.


Some journals from the previous years ceased publication and Sage has removed 
them from their database, but only a few of them are accessible through 
clockss.org archive.

by Hamid Pashaei and Heather Morrison


Full post:

https://sustainingknowledgecommons.org/2019/03/30/sage-in-2019-growing-in-oa-journals-still-expensive-complex-pricing-trends/



Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons, a SSHRC Insight 
Project

sustainingknowledgecommons.org

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] MDPI: price increases, some hefty, more to come in July

2019-02-13 Thread Heather Morrison
In brief: MDPI has increased prices, in many cases quite substantially (some 
prices have more than tripled). Even more price increases are anticipated in 
July 2019, which will have the effect of doubling the average APC and tripling 
the most common APC. Unlike other publishers’ practices, there are no price 
decreases.

Comment and recommendation: open access advocates, along with policy makers and 
research funders, and keen to support a transition to open access. In my 
opinion, the enthusiasm of payers to support APC journals is causing an 
unhealthy and unsustainable distortion in the market. My advice: stick with 
green OA policy. Require deposit of funded works in an open access repository. 
This is a better means to ensure ongoing preservation and open access, and 
exerts market pressure in a way that is more suited to the development of an 
economically sustainable open access system.

For details and data, see:

https://sustainingknowledgecommons.org/2019/02/13/mdpi-2019-price-increases-some-hefty-and-more-coming-in-july/
MDPI 2019: price increases, some hefty, and more coming in 
July<https://sustainingknowledgecommons.org/2019/02/13/mdpi-2019-price-increases-some-hefty-and-more-coming-in-july/>
sustainingknowledgecommons.org
In brief: MDPI has increased prices, in many cases quite substantially (some 
prices have more than tripled). Even more price increases are anticipated in 
July 2019, which will have the effect of do…




Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

heather.morri...@uottawa.ca

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[GOAL] PLOS 2018: 3 - 7% APC price increases

2018-12-19 Thread Heather Morrison
Possibly of interest:


>From December 2017 to December 2018, APC prices for all PLOS journals were 
>increased by $100 USD, resulting in percentage increases from 3% – 7%. All 
>price increase percentages are higher than the U.S. Department of Labour 
>Statistic’s 2.2% Consumer Price Index increase from November 2017 – December 
>2018<https://www.bls.gov/cpi/>. The majority of percentage price increases 
>(4/8) are higher than the average increase in a U.S. faculty member’s salary 
>according to the American Association of University Professors of 3% 
><https://www.insidehighered.com/news/2018/04/11/aaups-annual-report-faculty-compensation-takes-salary-compression-and-more>
> (from April 2018). The most surprising increase from my perspective is the 7% 
>increase to the APC of PLOS ONE (twice the increase of faculty salaries, 
>thrice the US CIP increase), because as PLOS’ pioneering megajournal, PLOS 
>ONE’s practice is peer review limited to assessing whether the science is 
>sound. Peer review is done by volunteers and coordinated by PLOS using a 
>highly automated approach; it is difficult to understand how PLOS’ 
>contribution to PLOS ONE articles justifies an APC of approximately $1,600 USD.

Data and links are posted on the Sustaining the Knowledge Commons blog:
https://sustainingknowledgecommons.org/2018/12/19/plos-apcs-2018-3-7-price-increases/

<https://sustainingknowledgecommons.org/2018/12/19/plos-apcs-2018-3-7-price-increases/><https://sustainingknowledgecommons.org/2018/12/19/plos-apcs-2018-3-7-price-increases/>best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

Principal Investigator, Sustaining the Knowledge Commons

https://sustainingknowledgecommons.org/

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706
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[GOAL] OA journals, commercial publishers and society / university partnerships: contrasting trends

2018-12-13 Thread Heather Morrison
Some recent observations from the Sustaining the Knowledge Commons team that 
may be of interest to list members:


Medknow in 2018 - growing fast!


by Hamid Pashaei and Heather Morrison

Medknow<http://www.medknow.com/> is a commercial scholarly journal publisher 
based in India, which was acquired by Wolters Kluwer in 2011. The analysis of 
Medknow’s journals in 2018 shows that there has been a significant increase in 
number of their journals, with 23% increase comparing to 2017. It appears that 
most of Medknow’s journals are published in collaboration with different 
universities and societies in the field of medical research.

Details: 
https://sustainingknowledgecommons.org/2018/12/13/medknow-in-2018-growing-fast/

Elsevier 2018: decrease in OA journals


Highlights: in 2017, we found that Elsevier was publishing a large number of 
fully open access journals with no article processing charges due to society or 
university sponsorships. In 2018, 88 of these titles have been transferred back 
to the society or university. There has been a drop in the number of fully OA 
journals published by Elsevier, from 416 to 328 journals. The majority of 
Elsevier’s fully OA journals are still non-charging. The average APC for 
Elsevier fully OA journals in 2018 is $1,470 USD, up 6% from 2017.

Details:
https://sustainingknowledgecommons.org/2018/12/13/elsevier-in-2018-decrease-in-number-of-fully-oa-journals/

best,


Dr. Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

heather.morri...@uottawa.ca

Principal Investigator, Sustaining the Knowledge Commons

sustainingknowledgecommons.org

https://uniweb.uottawa.ca/?lang=en#/members/706
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Re: [GOAL] Predatory Publishing

2018-07-25 Thread Heather Morrison
Richard, thank you for raising the question of what we might do to help authors 
who are victims of "predatory publishers". It is likely that the vast majority 
are good, ethical researchers committed to open access who were not aware of 
this problem. If their work was not peer reviewed, this doesn't mean it isn't 
good work or that the author meant to avoid review.

Here is a suggestion to help authors of articles in journals that are 
considered predatory:  post-publication peer review. Authors could submit their 
articles for peer-review and publications of corrections even if they are not 
able to re-publish their paper due to having given away their copyright.

Given the imperfections of the peer review system at its best (see Retraction 
Watch https://retractionwatch.com for examples), a broader service like this, 
not limited to questionable journals or requests from authors, could be a 
high-value service to scholarship.

This approach would also fit well with the publication of pre-prints with peer 
review overlay approach.

Who might provide such a service? Perhaps: institutional repositories (for 
their own authors and students), reputable OA publishers, or other OA services. 
Funders could help by providing targeted funding for the development of such 
services. 

best,

Heather Morrison 

From: goal-boun...@eprints.org  on behalf of Richard 
Poynder 
Sent: Wednesday, July 25, 2018 9:21:44 AM
To: Global Open Access List (Successor of AmSci)
Subject: Re: [GOAL] Predatory Publishing

Thanks for posting this Falk. I have yet to see concerted action taken anywhere 
to support researchers who become victims of predatory publishers.

I also do not think I see any recognition of their plight, or details of what 
is being planned to help them, in your document. Perhaps I missed it.

Anyway, I have blogged about the topic here:

https://poynder.blogspot.com/2018/07/falling-prey-to-predatory-oa-publisher.html

Richard Poynder

On Wed, 25 Jul 2018, 13:51 Reckling, Falk, 
mailto:falk.reckl...@fwf.ac.at>> wrote:
The Austrian Science Board and the FWF Respond to the Recent Media Reports on 
the Questionable Practices of Several Scholarly Publishers
https://www.fwf.ac.at/en/news-and-media-relations/news/detail/nid/20180724-2314/

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Strategy - Policy, Evaluation, Analysis

FWF Austrian Science Fund
1090 Vienna, Sensengasse 1, Austria
T: +43 1 505 67 40 8861
M: +43 664 530 73 68
falk.reckl...@fwf.ac.at<mailto:falk.reckl...@fwf.ac.at>
CV via ORCID https://orcid.org/-0002-1326-1766



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Re: [GOAL] Why translating all scholarly knowledge for non-specialists using AI is complicated

2018-07-13 Thread Heather Morrison
It is easy to cherry-pick some examples of where this might work and not be 
problematic. This is useful as an analytic exercise to demonstrate the 
potential. However it is important to consider and assess negative as well as 
positive possible consequences.

With respect to violation of author's moral rights, under Berne 6bis 
http://www.wipo.int/treaties/en/text.jsp?file_id=283698 authors have the right 
to object to certain modifications of their work, that may impact the authors 
reputation, even after transfer of all economic rights. Reputation is critical 
to an academic career.

Has anyone conducted research to find out whether academic authors consider 
Wikipedia annotations to be an acceptable modification of their work?

As an academic author, after using CC licenses permitting modifications for 
many years, after careful consideration, I have stopped doing this. Your work 
for me reinforces the wisdom of this decision. I do not wish my work to be 
annotated or automatically summarized by your project. I suspect that other 
academic authors will share this perspective. This may include authors who have 
chosen liberal licenses without realizing that they have inadvertently granted 
permission for such experiments.

CC licenses with the attribution element include author moral rights and 
remedies for violation of such rights.

My advice is to limit this experiment to willing participants. For the 
avoidance of doubt: I object to your group annotating or automatically 
summarizing my work. 

Thank you for the offer to contribute to your project. These posts to GOAL are 
my contribution. 

best,

Heather Morrison 


From: goal-boun...@eprints.org  on behalf of Jason 
Priem 
Sent: Friday, July 13, 2018 1:35:51 PM
To: Global Open Access List (Successor of AmSci)
Subject: Re: [GOAL] Why translating all scholarly knowledge for non-specialists 
using AI is complicated

Thanks Heather for your continued comments! Good stuff in there. Some responses 
below:



HM: Q1: to clarify, we are talking about peer-reviewed journal articles, right? 
You are planning to annotate journal articles that are written and vetted by 
experts using definitions that are developed by anyone who chooses to 
participate in Wikipedia / Wikidata, i.e. annotating works that are carefully 
vetted by experts using the contributions of non-experts?

Correct. An example may be useful here:

The article "More than 75 percent decline over 27 years in total flying insect 
biomass in protected areas" was published in 2017 by PLOS ONE [1], and appeared 
in hundreds of news stories and thousands of tweets [2]. It's open access which 
is great. But if you try to read the article, you run into sentences like this:

"Here, we used a standardized protocol to measure total insect biomass using 
Malaise traps, deployed over 27 years in 63 nature protection areas in Germany 
(96 unique location-year combinations) to infer on the status and trend of 
local entomofauna."

Even as a somewhat well-educated person, I sure don't know what a Malaise trap 
is, or what entomofauna is. The more I trip over words and concepts like this, 
the less I want to read the article. I feel like it's just...not for me.

But Wiktionary can tell me entomofauna means "insect fauna," [3] and Wikipedia 
can show me a picture of a Malaise trap (it looks like a tent, turns out) [4].

We're going to bring those kinds of descriptions and definitions right next to 
the text, so it will feel a bit more like this article IS for me. This isn't 
going to make the article magically easy to understand, but we think it will 
help open a door that makes engaging with the literature a bit more inviting. 
Our early tests with this are very promising.

That said, we're certainly going to be iterating on it a lot, and we're not 
actually attached to any particular implementation details. The goal is to help 
laypeople access the literature, and do it responsibly. If this turns out to be 
impossible with this approach, then we'll move on to another one.

For us, the key to the Explanation Engine idea is to be modular and flexible, 
using multiple layered techniques, in order to reduce risk and increase speed.


[1] http://journals.plos.org/plosone/article?id=10.1371/journal.pone.0185809
[2] https://www.altmetric.com/details/27610705
[3] https://en.wiktionary.org/wiki/entomofauna
[4] https://en.wikipedia.org/wiki/Malaise_trap




Q2: who made the decision that this is safe, and how was this decision made?

Hm, perhaps I should've been more careful in my original statement. Apologies. 
There's certainly no formal Decision here...I'm just suggesting that we think 
the risk of spreading misinformation is relatively low with this approach.  
That's why we'll start there. But the proof will need to be in the pudding, of 
course. We'll need to implement this, test it, and so on.

Maybe I'm wrong and this is actually a horrible, dang

Re: [GOAL] Why translating all scholarly knowledge for non-specialists using AI is complicated

2018-07-13 Thread Heather Morrison
Further questions / comments for Jason Priem (JP) and anyone who cares to 
participate...


JP:  So the first part will be the annotation of difficult words in the text, 
which is just a mash-up of basic named-entity recognition and 
Wikipedia/Wikidata definitions. Pretty easy, pretty safe.

HM: Q1: to clarify, we are talking about peer-reviewed journal articles, right? 
You are planning to annotate journal articles that are written and vetted by 
experts using definitions that are developed by anyone who chooses to 
participate in Wikipedia / Wikidata, i.e. annotating works that are carefully 
vetted by experts using the contributions of non-experts?

Q2: who made the decision that this is safe, and how was this decision made?

Comments:

I submit that this is not safe. There are reasons for careful vetting of 
expertise, through a long process of education and examination, review in the 
process of hiring, making decisions about tenure, promotion, and grant 
applications, and then peer review and editing of the work of those qualified 
to have their work considered. Mine is not an elitist perspective. There are 
areas where the expertise does not lie in the academy at all; examples include 
traditional knowledge and native languages.

If the author has not given permission, this is a violation of the author's 
moral rights under copyright. This includes all CC licensed works except CC-0.

JP: Another set of features will be automatically categorizing trials as to 
whether they are double-blind RCTs or not, and automatically finding systematic 
reviews. These are all pretty easy technically, and pretty unlikely to point 
people in the wrong directions. But the start adding value right away, making 
it easier for laypeople to engage with the literature.

HM: this does not seem problematic and seems likely to be primarily useful to 
scholars. I am not opposed to your project, just the assumption that a two-year 
project is sufficient to create a real-world system to translate all scholarly 
knowledge for the lay reader.

JP:  From there we'll move on to the harder stuff like the automatic 
summarization. Cautiously, and iteratively. We certainly won't be rolling 
anything out to everyone right away. It's a two-year grant, and we're looking 
at that as two years of continued development, with constant feedback from 
users as well as experts in the library and public outreach worlds. If 
something doesn't work, we throw it away. Part of the process.

HM: this is highly problematic. A cautious and iterative approach is wise; 
however this is not feasible in the context of a two-year grant. May I suggest 
a small pilot project? Try this with a few articles in an area where at least 
one member of your team has a doctorate. Take the time to evaluate the 
summaries. If they look okay to your team, plan a larger evaluation project 
involving other experts and the lay readers you are aiming to engage (because 
what an expert thinks a summary says may not be the same as how a non-expert 
would interpret the same summary).

Thank you for posting openly about the approach and for the opportunity to 
comment.


best,



Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

heather.morri...@uottawa.ca<mailto:heather.morri...@uottawa.ca>

https://uniweb.uottawa.ca/?lang=en#/members/706

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Re: [GOAL] Why translating all scholarly knowledge for non-specialists using AI is complicated

2018-07-12 Thread Heather Morrison
Agreed - one has to start somewhere, and research on using AI to advance 
knowledge makes a lot of sense. Self-driving cars is a good analogy. Start with 
research on how-to and the issues that arise (like getting machines to make 
decisions about who to kill), then you do a lot of testing before you release 
cars into streets where human beings are walking, cycling, and driving.


The same principle applies to scholarly knowledge. If you produce an automated 
translation of a medical research article into lay language for the 
non-specialist, first test to ensure that this will do no harm. This will take 
a lot of time, and will require the involvement of many specialists in medicine.


best,


Heather Morrison



From: goal-boun...@eprints.org  on behalf of Donald 
Samulack - Editage 
Sent: Thursday, July 12, 2018 4:03 PM
To: 'Global Open Access List (Successor of AmSci)'
Subject: Re: [GOAL] Why translating all scholarly knowledge for non-specialists 
using AI is complicated


Yes, but you have to start somewhere!



There is a quote out there (whether accurate or not) that if Henry Ford had 
asked his customers what they wanted, they would have asked for a faster horse. 
Who would ever have thought of a self-driving car, or even a flying car… well, 
many, actually – and they made it happen!



My point is that you have no idea what an exercise of this manner will spin off 
as a result of the effort – that is why it is called “research”. The goal is a 
lofty one, but there will be huge wins in scientific language AI along the way. 
Who knows, it may be necessary for multi-year journeys for lay-person trips to 
Mars, if something goes wrong with the spaceship along the way (communication 
delays will be prohibitive to effect any value from Earth; AI will be required 
for local support).





Cheers,

Don



-



Donald Samulack, PhD

President, U.S. Operations

Cactus Communications, Inc.

Editage, a division of Cactus Communications





From: goal-boun...@eprints.org [mailto:goal-boun...@eprints.org] On Behalf Of 
Heather Morrison
Sent: Thursday, July 12, 2018 1:49 PM
To: Global Open Access List (Successor of AmSci) 
Subject: [GOAL] Why translating all scholarly knowledge for non-specialists 
using AI is complicated



On July 10 Jason Priem wrote about the AI-powered systems "that help explain 
and contextualize articles, providing concept maps, automated plain-language 
translations"... that are part of his project's plan to develop a scholarly 
search engine aimed at a nonspecialist audience. The full post is available 
here:

http://mailman.ecs.soton.ac.uk/pipermail/goal/2018-July/004890.html



We share the goal of making all of the world's knowledge available to everyone 
without restriction, and I agree that reducing the conceptual barrier for the 
reader is a laudable goal. However, I think it is important to avoid 
underestimating the size of this challenge and potential for serious problems 
to arise. Two factors to consider: the current state of AI, and the conceptual 
challenges of assessing the validity of automated plain-language translations 
of scholarly works.



Current state of AI - a few recent examples of the current status of AI:



Vincent, J. (2016). Twitter taught Microsoft's AI chatbot to be a racist 
asshole in less than a day. The verge.

https://www.theverge.com/2016/3/24/11297050/tay-microsoft-chatbot-racist



Wong, J. (2018). Amazon working to fix Alexa after users report bursts of 
'creepy' laughter. The Guardian 
https://www.theguardian.com/technology/2018/mar/07/amazon-alexa-random-creepy-laughter-company-fixing

Meyer, M. (2018). Google should have thought about Duplex's ethical issues 
before showing it off. Fortune 
http://fortune.com/2018/05/11/google-duplex-virtual-assistant-ethical-issues-ai-machine-learning/



Quote from Meyer:

As prominent sociologist Zeynep Tufekci put 
it<https://twitter.com/zeynep/status/994233568359575552>: “Google Assistant 
making calls pretending to be human not only without disclosing that it’s a 
bot, but adding ‘ummm’ and ‘aaah’ to deceive the human on the other end with 
the room cheering it… horrifying. Silicon Valley is ethically lost, rudderless 
and has not learned a thing.”



These early instances of AI applications involve the automation of relatively 
simple, repetitive tasks. According to Amazon, "Echo and other Alexa devices 
let you instantly connect to Alexa to play music, control your smart home, get 
information, news, weather, and more using just your voice". This is voice to 
text translation software that lets users speak to their computers instead of 
using keystrokes. Google's Duplex demonstration is a robot dialing a restaurant 
to make a dinner reservation.



Translating scholarly knowledge into simple plain text so that everyone can 
understand it is a lot more complicated, with the degree of complexity 
depending on 

[GOAL] Why translating all scholarly knowledge for non-specialists using AI is complicated

2018-07-12 Thread Heather Morrison
On July 10 Jason Priem wrote about the AI-powered systems "that help explain 
and contextualize articles, providing concept maps, automated plain-language 
translations"... that are part of his project's plan to develop a scholarly 
search engine aimed at a nonspecialist audience. The full post is available 
here:
http://mailman.ecs.soton.ac.uk/pipermail/goal/2018-July/004890.html

We share the goal of making all of the world's knowledge available to everyone 
without restriction, and I agree that reducing the conceptual barrier for the 
reader is a laudable goal. However, I think it is important to avoid 
underestimating the size of this challenge and potential for serious problems 
to arise. Two factors to consider: the current state of AI, and the conceptual 
challenges of assessing the validity of automated plain-language translations 
of scholarly works.

Current state of AI - a few recent examples of the current status of AI:

Vincent, J. (2016). Twitter taught Microsoft's AI chatbot to be a racist 
asshole in less than a day. The verge.
https://www.theverge.com/2016/3/24/11297050/tay-microsoft-chatbot-racist

Wong, J. (2018). Amazon working to fix Alexa after users report bursts of 
'creepy' laughter. The Guardian 
https://www.theguardian.com/technology/2018/mar/07/amazon-alexa-random-creepy-laughter-company-fixing

Meyer, M. (2018). Google should have thought about Duplex's ethical issues 
before showing it off. Fortune 
http://fortune.com/2018/05/11/google-duplex-virtual-assistant-ethical-issues-ai-machine-learning/

Quote from Meyer:
As prominent sociologist Zeynep Tufekci put 
it<https://twitter.com/zeynep/status/994233568359575552>: “Google Assistant 
making calls pretending to be human not only without disclosing that it’s a 
bot, but adding ‘ummm’ and ‘aaah’ to deceive the human on the other end with 
the room cheering it… horrifying. Silicon Valley is ethically lost, rudderless 
and has not learned a thing.”


These early instances of AI applications involve the automation of relatively 
simple, repetitive tasks. According to Amazon, "Echo and other Alexa devices 
let you instantly connect to Alexa to play music, control your smart home, get 
information, news, weather, and more using just your voice". This is voice to 
text translation software that lets users speak to their computers instead of 
using keystrokes. Google's Duplex demonstration is a robot dialing a restaurant 
to make a dinner reservation.


Translating scholarly knowledge into simple plain text so that everyone can 
understand it is a lot more complicated, with the degree of complexity 
depending on the area of research. Some research in education or public policy 
might be relatively easy to translate. In other areas, articles are written for 
an expert audience that is assumed to have spent decades acquiring a basic 
knowledge in a discipline. It is not clear to me that it is even possible to 
explain advanced concepts to a non-specialist audience without first developing 
a conceptual progression.


Assessing the accuracy and appropriateness of a plain-text translation of a 
scholarly work intended for a non-specialist audience requires expert 
understanding of the work and thoughtful understanding of the potential for 
misunderstandings that could arise. For example, I have never studied physics. 
I looked at an automated plain-language translation of a physics text I would 
have no means of assessing whether the translation was accurate or not. I do 
understand enough medical terminology, scientific and medical research methods 
to read medical articles and would have some idea if a plain-text translation 
was accurate. However, I have never worked as a health care practitioner or 
health care translation researcher, so would not be qualified to assess the 
work from the perspective of whether the translation could be mis-read by 
patients (or some patients).


In summary, Jason and I share the goal of making all of our scholarly knowledge 
accessible to everyone, specialists and non-specialists alike. However, in the 
process of developing tools to accomplish this it is important to understand 
the size and nature of the challenge and the potential for serious unforeseen 
consequences. AI is in very early stages. Machines are beginning to learn on 
their own, but what they are learning is not necessarily what we expected or 
wanted them to learn, and the impact on humans has been described using words 
like 'creepy', 'horrifying', and 'unethical'. The task of translating complex 
scholarly knowledge for a non-specialist knowledge and assessing the validity 
and appropriateness of the translations is a huge challenge. If this is not 
understood and plans made to conduct rigorous research on the validity of such 
translations, the result could be widespread dissemination of incorrect 
translations.


best,


Heather Morrison

Associate Professor, School of Information Studies, University of

Re: [GOAL] Announcing: $850k grant from Arcadia Fund to build new scholarly search engine for public

2018-07-10 Thread Heather Morrison
hi Jason,


Congratulations!!!


Comment: This is a VERY ambitious goal, even for an $850,000 project; this 
strikes me as Google-size ambition that calls for a Google-size budget (but I 
would be happy to be proved wrong).


Question: if this succeeds, what is the long-term business strategy? To date, 
developing interesting projects then selling to Elsevier seems to be the go-to 
business plan (Mendeley, SSRN, bepress, Plum Analytics...). What's your plan?


best,


Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706



From: goal-boun...@eprints.org  on behalf of Jason 
Priem 
Sent: Tuesday, July 10, 2018 11:38 AM
To: goal@eprints.org
Subject: [GOAL] Announcing: $850k grant from Arcadia Fund to build new 
scholarly search engine for public

Hi all,
Thought you might be interested in this new OA project!

This scholarly search engine will be a little different than the (many) already 
out there: it's aimed at a nonspecialist audience of citizen scientists, 
patients, K-12 teachers, and so on.

To do that we'll need to rely not just on OA, but also on a set of AI-powered 
systems that help explain and contextualize articles, providing concept maps, 
automated plain-language translations (think automatic Simple 
Wikipedia<https://simple.wikipedia.org/wiki/Main_Page>), structured abstracts, 
and so on.

The goal is that by making the products of research accessible (in every sense 
of the word) to the public, we can help deliver on some of the bolder promises 
of OA to really transform knowledge.

More info is at http://gettheresearch.org. Would love to hear any criticisms, 
suggestions, and ideas!

Apologetically cross-postingly yours,
Jason

--
Jason Priem, co-founder
Impactstory<http://impactstory.org/>: We make tools to power the Open Science 
revolution
follow at @jasonpriem<http://twitter.com/jasonpriem> and 
@impactstory<http://twitter.com/impactstory>
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[GOAL] Ceased and transferred publications and archiving: best practices and room for improvement

2018-07-05 Thread Heather Morrison
New post on Sustaining the Knowledge Commons, inspired by gathering data on OA 
APCs earlier this year - readers are invited to help in the process of figuring 
out better practices, particularly with regard to copyright and creative 
commons.

https://sustainingknowledgecommons.org/2018/07/05/ceased-and-transferred-publications-and-archiving-best-practices-and-room-for-improvement/


Highlights


In the process of gathering APC data this spring, I noticed some good and some 
problematic practices with respect to journals that have ceased or transferred 
publisher.


There is no reason to be concerned about OA journals that do not last forever. 
Some scholarly journals publish continuously for an extended period of time, 
decades or even centuries. Others publish for a while and then stop. This is 
normal. A journal that is published largely due to the work of one or two 
editors may cease to publish when the editor(s) retire. Research fields evolve; 
not every specialized journal is needed as a publication venue in perpetuity. 
Journals transfer from one publisher to another for a variety of reasons. Now 
that there are over 11,000 fully open access journals (as listed in 
DOAJ<https://www.doaj.org>), and some open access journals and publishers have 
been publishing for years or even decades, it is not surprising that some open 
access journals have ceased to publish new material.


The purpose of this post is to highlight some good practices when journals 
cease, some situations to avoid, and room for improvement in current practice. 
In brief, my advice is that when you cease to publish a journal, it is a good 
practice to continue to list the journal on your website, continue to provide 
access to content (archived on your website or another such as CLOCKSS, a 
LOCKKS network, or other archiving services such as national libraries that may 
be available to you), and link the reader interested in the journal to where 
the content can be found.


This is an area where even the best practices to date leave some room for 
improvement. CLOCKSS archiving is a great example of state-of-the-art but 
CLOCKSS’ statements and practice indicate some common misunderstandings about 
copyright and Creative Commons licenses. In brief, author copyright and CC 
licenses and journal-level CC licensing are not compatible. Third parties such 
as CLOCKSS should not add CC licenses as these are waivers of copyright. CC 
licenses may be useful tools for archives, however archiving requires archives; 
the licenses on their own are not sufficient for this purpose.


I have presented some solutions and suggestions to move forward below, and peer 
review and further suggestions are welcome.


For details and my preliminary list of suggestions, see the blogpost here:

https://sustainingknowledgecommons.org/2018/07/05/ceased-and-transferred-publications-and-archiving-best-practices-and-room-for-improvement/

Comments are welcome on the blogppost or to this list.

best,


Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

sustainingknowledgecommons.org

poeticeconomics.blogspot.ca
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[GOAL] Dramatic Growth of Open Access June 30, 2018

2018-07-05 Thread Heather Morrison
The Dramatic Growth of Open Access for June 30, 2018 is now available:

https://poeticeconomics.blogspot.com/2018/07/dramatic-growth-of-open-access-june-2018.html

Highlights:

DOAJ recently surpassed a a milestone of 3 million articles searchable at the 
article level, and added a net of 7 titles per day in the past quarter.

Newcomer bioRxiv is really taking off.

38 of the limited number of indicators I track are growing at double or more 
the baseline rate of growth of scholarly journals and articles.

There are 2 indicators with negative growth; reader help in interpreting would 
be appreciated. A PubMed search for "cancer" with no date limit returns 1% less 
free full-text than March 31 (the same search with recent data limiters shows 
growth). Internet Archive images have grown quite substantially in the past 
year, but decreased by 18% this quarter.

best,
[https://1.bp.blogspot.com/-J04C734NlpU/Wz1dqp8IkTI/BWI/J90U-4pZres40YLaE74zZOEepfm2XHznQCLcBGAs/w1200-h630-p-k-no-nu/biorxiv.png]<https://poeticeconomics.blogspot.com/2018/07/dramatic-growth-of-open-access-june-2018.html>

Dramatic Growth of Open Access June 
2018<https://poeticeconomics.blogspot.com/2018/07/dramatic-growth-of-open-access-june-2018.html>
poeticeconomics.blogspot.com
Congratulations to DOAJ for recently surpassing a milestone of over 3 million 
articles searchable at the article level! The outstand...




Heather Morrison

Associate Professor, School of Information Studies, University of Ottawa

Professeur Agrégé, École des Sciences de l'Information, Université d'Ottawa

heather.morri...@uottawa.ca

https://uniweb.uottawa.ca/?lang=en#/members/706

sustainingknowledgecommons.org

poeticeconomics.blogspot.ca
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Re: [GOAL] North, South, and Open Access: The view from Egypt with Mahmoud Khalifa

2018-04-27 Thread Heather Morrison
Thanks Richard and Falk.

This model is a good mixture of diverse support for different forms of open 
access.

The data showimg more articles in APC journals is from 2013 - 2015 and refers 
to the science fund. Are articles from the humanities and social sciences 
included? What about books, which are more common in HSS?

The FWF information page for sciences does not tell researchers which journals 
to publish in, but it does refer exclusively to the APC model and points to APC 
based publishers with whom FWF has arrangements. It seems reasonable to assume 
that this approach will have an impact on whether funded researchers choose APC 
journals, as well as whether they are aware that APC is not the only model for 
OA publishing.

What if FWF were to highlight their support for arXiv and DOAJ and provide 
information and encouragement for non-APC approaches on their page for 
recipients of science funding?  What if the support program for non-APC 
journals were expanded to include sciences? To find the funding for this 
expansion, consider cancelling subscription big deals and redirecting funds.

best,

Heather Morrison


 Original message 
From: "Reckling, Falk" <falk.reckl...@fwf.ac.at>
Date: 2018-04-27 2:48 AM (GMT-05:00)
To: "Global Open Access List (Successor of AmSci)" <goal@eprints.org>
Subject: Re: [GOAL] North, South, and Open Access: The view from Egypt with 
Mahmoud Khalifa

Hi Heather,

an we run programme support OA journals without APCs in Social Sciences and 
Humanities,
Best Falk

Von: goal-boun...@eprints.org [mailto:goal-boun...@eprints.org] Im Auftrag von 
Richard Poynder
Gesendet: Freitag, 27. April 2018 08:34
An: Global Open Access List (Successor of AmSci) <goal@eprints.org>
Betreff: Re: [GOAL] North, South, and Open Access: The view from Egypt with 
Mahmoud Khalifa

Hi Heather,

I am not sure I follow your logic. As I read it, FWF-funded researchers publish 
in non-APC journals too, but fewer of them. I don't think you are suggesting 
that researchers are told by FWF which publishers they are supposed to publish 
with?

What I take from the FWF figures is that most of the OA journals that 
researchers want to publish in charge an APC.

By the way, FWF also supports models that do not charge an APC: 
https://www.fwf.ac.at/de/forschungsfoerderung/open-access-policy/open-access-publikationsmodelle/

Richard


On 26 April 2018 at 22:56, Heather Morrison 
<heather.morri...@uottawa.ca<mailto:heather.morri...@uottawa.ca>> wrote:
Thanks Richard.

I see that the FWF makes funding available for open access article processing 
charges and targets particular publishers that use the APC method. Details 
here: 
https://m.fwf.ac.at/en/research-funding/fwf-programmes/peer-reviewed-publications/

This is a tautological argument: FWF pays APCs because they fund APCs. I would 
expect the same in the UK. The RCUK has provided block funding to pay for APCs. 
It seems reasonable to hypothesize that this approach results in APC payments 
and a tendency to find that UK funded research will be found in APC journals.

Scielo is a journal subsidy model. When countries subsidize journals for OA, 
the tendency is to not charge APCs.

In other words, what model(s) to support is a policy decision with real-world 
impacts.

best,

Heather Morrison


 Original message 
From: Richard Poynder 
<richard.poyn...@gmail.com<mailto:richard.poyn...@gmail.com>>
Date: 2018-04-26 5:28 PM (GMT-05:00)
To: "Global Open Access List (Successor of AmSci)" 
<goal@eprints.org<mailto:goal@eprints.org>>
Subject: Re: [GOAL] North, South, and Open Access: The view from Egypt with 
Mahmoud Khalifa

Hi Marc,

Thanks for providing these figures. Maybe we could consider them alongside some 
figures produced by the  Austrian Science Fund (FWF) here:

http://beta.briefideas.org/ideas/f2e9ebaa34cd5655203c7de332618061.

I quote:

Problem: There is an ongoing debate on the share of OAJ and OAA charging APC 
from authors. It has been shown that 67% of OAJ listed in the Directory of Open 
Access Journals (DOAJ) work without APC and costs get subsidised by other 
resources. But it is still unclear what the actual share of OAA in OAJ with and 
without APC is


Data: We analysed this question for OAA published via FWF funded projects from 
1/2013 to 8/2015. The sample includes 730 pure OAA published in 224 OAJ (Hybrid 
OAA are excluded).

Results: 83.0% (186) of the OAJ charge APC, while 17.0% (38) of the OAJ don’t. 
On the article level, 93.6% (683) of the articles were published with and 6.4% 
(47) without APC. This is driven by the fact that 84.9% (620) of all articles 
are published in journals from just 15 publishers charging APC by default.

Richard






On 26 April 2018 at 17:32, Marc Couture 
<jaamcout...@gmail.com<mailto:jaamcout...@gmail.com>> wrote:
Peter Murray-Rust wrote :

>
I suspect that the "mos

Re: [GOAL] North, South, and Open Access: The view from Egypt with Mahmoud Khalifa

2018-04-26 Thread Heather Morrison
Thanks Richard.

I see that the FWF makes funding available for open access article processing 
charges and targets particular publishers that use the APC method. Details 
here: 
https://m.fwf.ac.at/en/research-funding/fwf-programmes/peer-reviewed-publications/

This is a tautological argument: FWF pays APCs because they fund APCs. I would 
expect the same in the UK. The RCUK has provided block funding to pay for APCs. 
It seems reasonable to hypothesize that this approach results in APC payments 
and a tendency to find that UK funded research will be found in APC journals.

Scielo is a journal subsidy model. When countries subsidize journals for OA, 
the tendency is to not charge APCs.

In other words, what model(s) to support is a policy decision with real-world 
impacts.

best,

Heather Morrison


 Original message 
From: Richard Poynder <richard.poyn...@gmail.com>
Date: 2018-04-26 5:28 PM (GMT-05:00)
To: "Global Open Access List (Successor of AmSci)" <goal@eprints.org>
Subject: Re: [GOAL] North, South, and Open Access: The view from Egypt with 
Mahmoud Khalifa

Hi Marc,

Thanks for providing these figures. Maybe we could consider them alongside some 
figures produced by the  Austrian Science Fund (FWF) here:

http://beta.briefideas.org/ideas/f2e9ebaa34cd5655203c7de332618061.

I quote:

Problem: There is an ongoing debate on the share of OAJ and OAA charging APC 
from authors. It has been shown that 67% of OAJ listed in the Directory of Open 
Access Journals (DOAJ) work without APC and costs get subsidised by other 
resources. But it is still unclear what the actual share of OAA in OAJ with and 
without APC is


Data: We analysed this question for OAA published via FWF funded projects from 
1/2013 to 8/2015. The sample includes 730 pure OAA published in 224 OAJ (Hybrid 
OAA are excluded).

Results: 83.0% (186) of the OAJ charge APC, while 17.0% (38) of the OAJ don’t. 
On the article level, 93.6% (683) of the articles were published with and 6.4% 
(47) without APC. This is driven by the fact that 84.9% (620) of all articles 
are published in journals from just 15 publishers charging APC by default.

Richard







On 26 April 2018 at 17:32, Marc Couture 
<jaamcout...@gmail.com<mailto:jaamcout...@gmail.com>> wrote:
Peter Murray-Rust wrote :

>
I suspect that the "most journals have no APCs " are in the long tail of the 
distribution. If you correlate volume of articles against APC you will resolve 
this.
>
To get a (much) more detailed description of the OA world, I use the works of 
Walt Crawford, who did incredibly thorough studies of OA journals. Yes, I know 
it’s not peer-reviewed research, but don’t let me start on this (besides, I 
have reviewed a few papers on the subject for various journals, and Walt’s work 
certainly meets the usual scientific standards).
Thus, according to his comprehensive study GOAJ2 - Gold Open Access Journals 
2011-2016 (http://waltcrawford.name/goaj.html)
In 2016 :
1. Among the 8.4k journals listed in DOAJ and having published articles that 
year, for a total of ~520k articles, 68 % of the journals, publishing 43% of 
the articles, had no APCs.
2. The 700 largest (> 150 articles/y) journals (8% of total) published 280k 
articles (54% of total).
Among these, 220 journals (31%), publishing 63k articles (22%), had no APCs.
3. The 7.7k smallest (< 150 articles/y) journals (92 % of total) published 240k 
articles (46% of total).
Among these, 5.5k journals (72%), publishing 160k articles (67%) had no 
APCs.
In brief, one can say that the “long tail” of small OA journals (92% of total) 
published a little bit less than half of the articles, 2/3 of those without 
APCs (compared to less than 1/4 for the large journals).
There is a wealth of information and data in Walt Crawford’s study that allows 
the interested reader to explore issues like differences between domains, 
publisher types, regions, etc. And, in the spirit of open science, the 
underlying data are available.
Marc Couture


De : goal-boun...@eprints.org<mailto:goal-boun...@eprints.org> 
[mailto:goal-boun...@eprints.org<mailto:goal-boun...@eprints.org>] De la part 
de Peter Murray-Rust
Envoyé : 25 avril 2018 11:56
À : Global Open Access List (Successor of AmSci)
Objet : Re: [GOAL] North, South, and Open Access: The view from Egypt with 
Mahmoud Khalifa

I agree with Ricky and Hilda that the "most journals charge no APCs" is 
misleading. It's been around for years and has worried me. Assuming the normal 
power-law distribution (https://en.wikipedia.org/wiki/Power_law) the following 
are by statistical definition true:

* most journals have small volumes
* most papers are published in a few large volume journals
That's true regardless of whether they are Open Access or not.
I suspect that the "most journals have no APCs " are in the long tail of the 
distribution. If you correlate volume of articles agai

Re: [GOAL] North, South, and Open Access: The view from Egypt with Mahmoud Khalifa

2018-04-25 Thread Heather Morrison
hi Richard,

I think it is reasonable to assume that PLOS bloggers are part of the PLOS 
community, whether they are paid by PLOS or not.

Perhaps PLOS can speak to their policies and practices with respect to the PLOS 
blog.

Although I am an OA advocate, I strongly oppose some of PLOS' advocacy 
positions. I argue that CC-BY as default for OA is a major strategic error that 
invokes ethical and legal concerns. I am not opposed to APC, but it is not the 
only model and I do not support policies that favour this model exclusively. I 
do not like PLOS One's to me excessively automated approach to peer review and 
object strongly to being in their system.

PLOS has not invited me to participate in their blog, even though I frequently 
comment on matters related to open access. Is this because my views do not 
reflect those of the PLOS community? Has PLOS reached out to those who prefer 
traditional publishers such as Elsevier and asked them to contribute to the 
PLOS blog? Have they reached out to the editors of OA journals that don't use 
CC-BY and/or APCs and asked them to contribute their perspective to the PLOS 
blog?

I hope that Hilda enjoys a nice income. If PLOS is not paying their regular 
bloggers, perhaps they should.

best,

Heather


 Original message 
From: Richard Poynder <richard.poyn...@gmail.com>
Date: 2018-04-25 12:21 PM (GMT-05:00)
To: "Global Open Access List (Successor of AmSci)" <goal@eprints.org>
Subject: Re: [GOAL] North, South, and Open Access: The view from Egypt with 
Mahmoud Khalifa

Heather,

I could be wrong, but I am thinking that you are implying that Hilda Bastian is 
an employee, or some kind of spokesperson, for PLOS. If so, you have inferred 
incorrectly.

See this tweet:

https://twitter.com/PLOS/status/989174553657032704?s=19

Richard



On Wed, 25 Apr 2018, 16:21 Heather Morrison, 
<heather.morri...@uottawa.ca<mailto:heather.morri...@uottawa.ca>> wrote:

The Public Library of Science has done important work in the areas of open 
access advocacy and open access publishing. However, it is important to 
understand that PLOS is also a publishing business, even if it is 
not-for-profit. Their business model is based on APCs. PLOS staff arguing on 
the importance of APCs and discounting arguments for other business models is 
essentially the same thing as traditional commercial publishers arguing for the 
subscriptions model and discounting arguments for any OA business model. PLOS, 
in this respect, is understandably looking out for their own interests.


I am a recently tenured professor with many friends who are emerging scholars, 
students who would like to go on to tenured positions, and a workload that is 
impacted by university hiring (or lack thereof) of new professors and support 
staff. When I argue for funding for university hiring, I am arguing for my own 
interests and the interests of this sector, one that in my experience has been 
under-represented in open access discussions.


best,


Heather


From: goal-boun...@eprints.org<mailto:goal-boun...@eprints.org> 
<goal-boun...@eprints.org<mailto:goal-boun...@eprints.org>> on behalf of 
Richard Poynder <richard.poyn...@gmail.com<mailto:richard.poyn...@gmail.com>>
Sent: Wednesday, April 25, 2018 10:46:48 AM
To: Global Open Access List (Successor of AmSci)
Subject: Re: [GOAL] North, South, and Open Access: The view from Egypt with 
Mahmoud Khalifa

Heather,

Personally, I think that any statement that says that most OA journals do not 
charge an APC needs to be set alongside the following blog post by Hilda 
Bastian:

http://blogs.plos.org/absolutely-maybe/2018/04/02/a-reality-check-on-author-access-to-open-access-publishing/

Extract:

'Technically, the “most journals don’t charge authors” statement could well be 
true. Most open access journals may not charge authors. The source that’s used 
to support the claim is generally DOAJ – the Directory of Open Access Journals. 
One of the pieces of meta-data for journals in DOAJ is whether or not the 
journal levies an APC – an author processing charge for an open access (OA) 
publication.


But I think this is a data framing that’s deeply misleading. And it does harm. 
As long as people can argue that there are just so many options for fee-free 
publishing, then there will be less of a sense of urgency about eliminating, or 
at least drastically reducing, APCs. As Kyle Siler and colleagues show in the 
field of global health research, the APC is adding a new stratification of 
researchers globally, between those who can afford open publishing in highly 
regarded journals, and those who can’t.'

Richard


On 25 April 2018 at 15:16, Heather Morrison 
<heather.morri...@uottawa.ca<mailto:heather.morri...@uottawa.ca>> wrote:
Correction: Chris, you have the proportion of OA journals with APCs in reverse. 
Data and calculations follow.

73% of fully OA 

Re: [GOAL] North, South, and Open Access: The view from Egypt with Mahmoud Khalifa

2018-04-25 Thread Heather Morrison
The Public Library of Science has done important work in the areas of open 
access advocacy and open access publishing. However, it is important to 
understand that PLOS is also a publishing business, even if it is 
not-for-profit. Their business model is based on APCs. PLOS staff arguing on 
the importance of APCs and discounting arguments for other business models is 
essentially the same thing as traditional commercial publishers arguing for the 
subscriptions model and discounting arguments for any OA business model. PLOS, 
in this respect, is understandably looking out for their own interests.


I am a recently tenured professor with many friends who are emerging scholars, 
students who would like to go on to tenured positions, and a workload that is 
impacted by university hiring (or lack thereof) of new professors and support 
staff. When I argue for funding for university hiring, I am arguing for my own 
interests and the interests of this sector, one that in my experience has been 
under-represented in open access discussions.


best,


Heather


From: goal-boun...@eprints.org <goal-boun...@eprints.org> on behalf of Richard 
Poynder <richard.poyn...@gmail.com>
Sent: Wednesday, April 25, 2018 10:46:48 AM
To: Global Open Access List (Successor of AmSci)
Subject: Re: [GOAL] North, South, and Open Access: The view from Egypt with 
Mahmoud Khalifa

Heather,

Personally, I think that any statement that says that most OA journals do not 
charge an APC needs to be set alongside the following blog post by Hilda 
Bastian:

http://blogs.plos.org/absolutely-maybe/2018/04/02/a-reality-check-on-author-access-to-open-access-publishing/

Extract:

'Technically, the “most journals don’t charge authors” statement could well be 
true. Most open access journals may not charge authors. The source that’s used 
to support the claim is generally DOAJ – the Directory of Open Access Journals. 
One of the pieces of meta-data for journals in DOAJ is whether or not the 
journal levies an APC – an author processing charge for an open access (OA) 
publication.


But I think this is a data framing that’s deeply misleading. And it does harm. 
As long as people can argue that there are just so many options for fee-free 
publishing, then there will be less of a sense of urgency about eliminating, or 
at least drastically reducing, APCs. As Kyle Siler and colleagues show in the 
field of global health research, the APC is adding a new stratification of 
researchers globally, between those who can afford open publishing in highly 
regarded journals, and those who can’t.'

Richard


On 25 April 2018 at 15:16, Heather Morrison 
<heather.morri...@uottawa.ca<mailto:heather.morri...@uottawa.ca>> wrote:
Correction: Chris, you have the proportion of OA journals with APCs in reverse. 
Data and calculations follow.

73% of fully OA journals (about three quarters) do not charge APCs.

To calculate go to DOAJ Advanced Search, select journals / articles select 
journals, and click on Article Processing Charges. As of today, April 25, 2108, 
the response to the DOAJ question of whether a journal has an APC is:

8,250: no (73%)
2,979 yes (26%)
65: no information (.5%)

Total # of journals in DOAJ: 11,294
(Note rounding error)

OA journals with no APCs have a variety of business models. Direct and indirect 
sponsorship appears to be common. For example in Canada our Social Sciences and 
Humanities Research Council (SSHRC) has an Aid to Scholarly Journals Program. 
Journals can apply for grants; these applications go through a journal-level 
peer review process. This program has been in place for many years. Originally 
all supported journals were subscription-based. The trend is towards open 
access, with many journals now fully OA and all or almost all have free access 
after an embargo period.

I recommend this model as a means of support for open access journals that also 
ensure high-level academic quality control. Regions with no existing program in 
place would probably find it easier to start with an OA requirement than those 
with legacy programs like SSHRC.

Local journals are important to ensure publishing venues are available for 
research of local significance. Canadian law, politics, culture, history, local 
environmental and social conditions are important matters to study, but not 
high priority for readers outside Canada. Articles on these topics risk 
rejection from international journal due to selection based on reader interest 
rather than the quality or importance of the work.

Local publishing does not exclude global scholarly engagement. Canada has a 
large francophone population; our researchers in language, culture, and history 
often work with scholars in West Africa, France, Haiti, Belgium, etc.

For Canada's arctic researchers, "local" has geographic rather than local 
significance.

This is reflected in authorship and editorial boards. A journal hos

Re: [GOAL] North, South, and Open Access: The view from Egypt with Mahmoud Khalifa

2018-04-25 Thread Heather Morrison
Correction: Chris, you have the proportion of OA journals with APCs in reverse. 
Data and calculations follow.

73% of fully OA journals (about three quarters) do not charge APCs.

To calculate go to DOAJ Advanced Search, select journals / articles select 
journals, and click on Article Processing Charges. As of today, April 25, 2108, 
the response to the DOAJ question of whether a journal has an APC is:

8,250: no (73%)
2,979 yes (26%)
65: no information (.5%)

Total # of journals in DOAJ: 11,294
(Note rounding error)

OA journals with no APCs have a variety of business models. Direct and indirect 
sponsorship appears to be common. For example in Canada our Social Sciences and 
Humanities Research Council (SSHRC) has an Aid to Scholarly Journals Program. 
Journals can apply for grants; these applications go through a journal-level 
peer review process. This program has been in place for many years. Originally 
all supported journals were subscription-based. The trend is towards open 
access, with many journals now fully OA and all or almost all have free access 
after an embargo period.

I recommend this model as a means of support for open access journals that also 
ensure high-level academic quality control. Regions with no existing program in 
place would probably find it easier to start with an OA requirement than those 
with legacy programs like SSHRC.

Local journals are important to ensure publishing venues are available for 
research of local significance. Canadian law, politics, culture, history, local 
environmental and social conditions are important matters to study, but not 
high priority for readers outside Canada. Articles on these topics risk 
rejection from international journal due to selection based on reader interest 
rather than the quality or importance of the work.

Local publishing does not exclude global scholarly engagement. Canada has a 
large francophone population; our researchers in language, culture, and history 
often work with scholars in West Africa, France, Haiti, Belgium, etc.

For Canada's arctic researchers, "local" has geographic rather than local 
significance.

This is reflected in authorship and editorial boards. A journal hosted and with 
editorial leadership in Canada will often include international content and 
reviewers. Journals produced locally can be read anywhere, especially if they 
are open access.

best,

Heather Morrison
Associate Professor, University of Ottawa School of Information Studies
Sustaining the Knowledge Commons - a SSHRC Insight Project
Sustainingknowledgecommons.org
 Original message 
From: Chris Zielinski <ch...@chriszielinski.com>
Date: 2018-04-25 6:38 AM (GMT-05:00)
To: richard.poyn...@cantab.net
Cc: goal@eprints.org
Subject: Re: [GOAL] North, South, and Open Access: The view from Egypt with 
Mahmoud Khalifa


Richard,

In this context, you may be interested in a post I recently submitted to the 
Healthcare Information for All (HIFA) list in the context of a HIFA discussion 
of this topic:

-- Original Message --
To: HIFA - Healthcare Information For All <h...@dgroups.org>
Date: 18 April 2018 at 19:33
Subject: Re: [hifa] Open Access Author Processing Charges (3)


In the bad old days before Open Access (OA), a developing country author wrote 
a paper and submitted it to a journal and, if the paper was good enough, the 
generous people at the journal organized peer review, redid/redesigned the 
tables and most of the graphics, and maybe even did some language editing - at 
no cost to the author. Then they published the journal, charging for access to 
the paper version and pay-walling any online version. From the author's 
perspective, thus, there was no barrier to publication, although there were 
cost barriers to reading the paper subsequently, which was particularly onerous 
in poorer countries. So the situation in developing countries was good for 
authors - who simply had to write well - and bad for librarians and readers, 
who had to find the money to buy the content.

Now that Open Access is making serious inroads, we are finding the situation 
reversed - librarians and readers bask in an avalanche of cost-free online 
papers, while authors are scrambling to find the resources to pay for 
publication.From the commentary on this list it is clear that authors in 
developing countries are being restrained from publishing by the "Article 
Processing Charge" (APC).

Zoe Mullan, Editor of The Lancet Global Health makes the point that "we assume 
that this cost will be borne by the funding body". This seems to be rather more 
likely in industrialized countries than in developing ones.

Basic research is much more frequently carried out in industrialized countries 
and supported by the sort of international funding that pays for papers. But 
the kind of health research that is essential in developing countries - health 
services and health systems research - is g

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