Open Access update
Ian Bannerman - Managing Director, Taylor & Francis
Open Access update
• Finch – adapting to the new UK landscape
• Author attitudes to Open Access
• Role of librarians in facilitating access to free
content
• Some issues to be resolved in any transition
towards Open Access
Adapting to the new UK landscape
Adapting to the new UK landscape
• Guidance for societies and authors
• Compliance with embargo periods and
licenses
• Helping institutions to manage OA budgets
• 45% of 22% of 6% = 0.6%
Open Access update
• Finch – adapting to the new UK landscape
• Author attitudes to Open Access
• Role of librarians in facilitating access to free
content
• Open Access challenges
Open Access Survey:
Exploring the views of Taylor & Francis
and Routledge authors
ConfidenceAttitudes LicencesPeer ReviewFunding
Population of 78,000 authors, 14,500 responses.
<1% confidence interval at 95% confidence level for
population of all T&F authors.
Result
95%
-1%
+1%
ConfidenceAttitudes
Researchers already have access to
most of the articles they need
11%
0%
26%
10%
20%
24%
30%
40%
26%
50%
60%
Australasia
Middle East
35%
Europe
80%
US & Canada
33%
Africa
90%
39%
39%
41%
42%
70%
12%
Asia
29%
Latin America
100%
Attitudes
All research outputs should be free for
everyone to read online
37%
0%
10%
20%
Open
Access is
the future.
Do it now!
29%
30%
40%
50%
19%
60%
70%
80%
11%
90%
100%
I am the editor of an open access
journal myself, and I fully support the
drive to liberalise and democratise
access to data, research, and all
types of knowledge.
Attitudes
All research outputs should be free for
everyone to read online
37%
0%
10%
20%
29%
30%
40%
50%
19%
60%
70%
80%
11%
90%
100%
This obviously comes from free-love-style
academics whose grasp of reality departed
decades ago. The whole world doesn't need
access to my research; non-specialists
cannot be expected to understand it
but can be expected to misinterpret it and thus portray me or
my colleagues as demons because of our findings or conclusions.
This happens
all the time when you allow regular people to misunderstand academic things! Why would you promote this as
Attitudes
Publication of research should not be limited
by ability to pay
65%
0%
10%
20%
30%
21%
40%
I would like to publish in
open access, but because
I do not have a research
funder, I cannot afford to.
50%
60%
70%
80%
8%
90%
100%
As a graduate student, my
heart stops when I hear
that OA journals want
money in order to publish.
I barely have money to eat!
Attitudes
Publication of research should not be limited
by ability to pay
65%
0%
10%
20%
30%
21%
40%
50%
Open access is a good for
developing countries since they
may not be able to pay for a
subscription. But if they have
to pay for publication, then it
will be again a problem.
60%
70%
80%
8%
90%
100%
Open Access
articles will be
the way to go,
especially in
the developing
countries!
Attitudes
Publishers are an essential part of the research
communication process
38%
0%
10%
39%
20%
30%
40%
50%
60%
Publishers, perform an invaluable
role in maintenance of scientific
standards and the protection of
intellectual property.
17%
70%
80%
5%
90%
100%
…all the "hard" work
is done by authors,
editors and reviewers!
I recognize the value added by publishers,
but I know many of my colleagues do not.
Licences
-60% -50% -40% -30% -20% -10% 0% 10% 20% 30% 40% 50% 60%
Exclusive License to Publish
22%
CC BY-NC-ND
28%
Copyright Assignment
23%
CC BY-NC
11%
CC BY-ND
8%
CC BY
8%
Most preferred licence
Licences
-60% -50% -40% -30% -20% -10% 0% 10% 20% 30% 40% 50% 60%
Exclusive License to Publish
22%
CC BY-NC-ND
29%
28%
Copyright Assignment
23%
CC BY-NC
11%
CC BY-ND
8%
CC BY
18%
21%
15%
13%
8% 4%
Most preferred licence
Second most preferred licence
Licences
-60% -50% -40% -30% -20% -10% 0% 10% 20% 30% 40% 50% 60%
Exclusive License to Publish
-9%
CC BY-NC-ND
22%
-5%
Copyright Assignment
28%
-17%
23%
CC BY-NC
-9%
11%
CC BY-ND
-8%
8%
CC BY
Most preferred licence
-52%
29%
18%
21%
15%
13%
8% 4%
Second most preferred licence
Least preferred licence
Licences
-60% -50% -40% -30% -20% -10% 0% 10% 20% 30% 40% 50% 60%
Exclusive License to Publish
-8%
CC BY-NC-ND
-2%
Copyright Assignment
-14%
CC BY-NC
-11%
CC BY-ND
CC BY
Most preferred licence
-7%
-58%
28%
28%
31%
15%
11%
8%
19%
24%
12%
14%
7% 3%
Second most preferred licence
Least preferred licence
Licences
It is acceptable for others to use my work for commercial gain
8%
0%
10%
10%
14%
20%
24%
30%
40%
43%
50%
60%
70%
80%
90%
100%
It is acceptable for others to use my work in text- or data-mining
19%
0%
10%
29%
20%
30%
24%
40%
50%
60%
15%
70%
80%
13%
90%
100%
Licences
It is acceptable for others to use my work in text- or data-mining
0%
10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
All subjects
19%
SSH
17%
STM
Library &
Information Science
21%
28%
29%
24%
28%
24%
30%
23%
38%
15%
15%
14%
20%
13%
14%
11%
9% 5%
Licences
It is acceptable for others to adapt my work
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
All subjects
SSH
12%
9%
19%
16%
STM
17%
Arts
7% 9%
18%
15%
24%
25%
21%
29%
22%
21%
37%
19%
57%
19%
LicencesPeer Review
Services you expect
to receive when
paying to
publish
OA
0%
10%
20%
Rigorous peer review
30%
40%
50%
60%
53%
Rapid publication of my paper
41%
Rapid peer review
41%
Promotion of my paper post-publication
21%
Pre-peer review services such as language polishing, matching my
paper to a journal, and / or formatting my paper to journal style
20%
80%
32%
17%
33%
17%
32%
28%
28%
90% 100%
11%
36%
28%
Detailed guidance on how I can increase the visibility of my paper
70%
26%
5%
9% 5%
30%
26%
4%
13%
14%
8%
12%
Provision of article metrics in addition to usage and citation, such as
Altmetric or ImpactStory
17%
28%
32%
13%
10%
Automated deposit of my paper (the Author Accepted Version) into a
repository of my choice
17%
27%
32%
13%
11%
5 - very important
4
3
2
1 - not important
Peer Review
50
When publishing
open access, I
would find the
following kinds
of peer review
suitable for my
research…
45
% of authors who would always find this
useful...
40
35
30
25
20
15
10
5
0
F1000
research
eLife
PLoS One
increasingly rigorous
Rigorous
Peer Review
Peer ReviewFunding
All research outputs should be free for
everyone to read online
37%
0%
10%
20%
29%
30%
40%
50%
19%
60%
70%
11%
80%
90%
100%
I actively choose to publish in Open Access journals
4%
0%
9%
10%
31%
20%
30%
22%
40%
50%
60%
34%
70%
80%
90%
100%
Funding
My institution provides some funds towards OA fees
3% 5%
0%
17%
10%
20%
13%
30%
61%
40%
50%
60%
70%
80%
90%
100%
My research funder provides some funds towards OA fees
3% 6%
0%
20%
10%
20%
13%
30%
40%
58%
50%
60%
70%
80%
90%
100%
My institution requires me to publish in free to access journals
3%4%
0%
9%
9%
10%
20%
74%
30%
40%
50%
60%
70%
80%
90%
100%
Open Access update
• Finch – adapting to the new UK landscape
• Author attitudes to Open Access
• Role of librarians in facilitating access to free
content
• Open Access challenges
A White Paper by Taylor & Francis:
Facilitating Access to
Free Online Resources:
Challenges and Opportunities
For the Library Community
Research Methodology
• Questionnaire distributed at Charleston in 2012
• US focus group held at ALA Midwinter Conference 2013
• Focus group held in London
• Tele-depth interviews
• Online Survey
• Desk research
Key Themes
Our research explored these key themes:
• The growth and value of free content
• Information literacy
• Resource challenges for librarians
• User needs and expectations
• Identification and selection of content
• The role of publishers
• The role of the library
Determining the Importance of Different Types of
Content
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Free online content adds value to the research process
53%
Librarians are ideally placed to become specialists in
assessing the value of free resources
54%
It would benefit institutions to invest more resources
in surfacing free online content
33%
Free online content is likely to become at least as
important to our users as paid - for content in the
future
38%
Users appreciate the work of the library in selecting
and buying quality paid - for resources
20%
User - generated content (e.g. discussion forums and
social media) will become more important for all
subject areas in scholarly communication
12%
Paid - for content is of greatest value to the research
process
10%
Academic authors prefer their work to be protected by
licences, rather than freely available
Strongly agree
Agree
7%
Neutral
39%
6%
36%
7%
50%
14%
41%
14% 6%
53%
47%
18%
21%
33%
38%
Disagree
16%
9%
28%
12%
26%
12%
26%
Strongly disagree
8%
How much cataloguing time is taken up
with facilitating discovery of free e-resources
as opposed to paid-for resources?
0%
10%
20%
40%
50%
34%
None
50%
10% or less
12%
11 - 30%
31-50%
30%
3%
51-80%
1%
Over 80%
1%
60%
Which of the following types of Open Access
content and other types of free online content are
most useful?
0% 10% 20% 30% 40% 50% 60% 70% 80%
OA books / monographs
47%
Institutional repositories
37%
19%
14%
10% 5%3%
14%
8%
7% 8%
Subject repositories
34%
21%
15%
11%
Open data
36%
18%
16%
11% 6% 7%
Mobile apps
15%
Podcasts and videos
11%
Other social media
9
8
17%
13%
11%
9%
15%
9%
11%
14%
10%
7%
7
6
14%
15%
13%
Forums and discussion groups
Wikis
14%
9%
Blogs
10
16%
90% 100%
15%
20%
13%
14%
14%
14%
16%
5
7% 7% 4%4%
14%
15%
3
6% 5%3%4%
7% 6% 5% 6%
16%
11%
7% 6% 4%3%
12%
14%
15%
4
12%
11%
12%
18%
11%
7% 5%
8%
8%
2
8% 4%3%
9% 4%4%
1
What has the most influence on motivating you to
make free e-content discoverable?
0%
10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Relevance to your course / research
programme
43%
Reputation of list / index (e.g. DOAJ)
27%
Faculty requests
Reputation of author
Free of any re - use restrictions
Relevance to current affairs
Student requests
10
9
8
7
22%
30%
Reputation of publisher
Expected permanence of content
24%
20%
13%
16%
6
13%
14%
13%
5
18%
4
7% 8% 5%
8% 10% 4%
10%
12%
12%
9%
3
5%
13% 6% 7%
12%
19%
21%
10%
8% 7% 9% 4%
18%
22%
6% 5%3%
12% 5% 5%
23%
19%
19%
19%
15%
19%
24%
15%
19%
16%
27%
16%
14% 5%4%
9%
11% 5%3%
13% 4%4%5% 7%
2
1
How much responsibility does each of the
following have for facilitating discovery of free
e-content in your institution?
0%
Librarians
10%
30%
13%
Faculty members
14%
Service / Technology Providers
12%
Publishers
7%
Users
6%
All
20%
40%
50%
60%
70%
80%
62%
90%
24%
71%
13%
52%
34%
46%
46%
64%
Majority
28%
Some
None
100%
The Role of Publishers - What can publishers can do to help you
improve discoverability and usefulness of free online content?
0%
10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Improve integration with link resolvers
28%
15%
14% 4%
Ensure free content is adequately archived
27%
16%
14%
Provide a website that easily identifies free
content
23%
16%
Improve metadata relating to access and
licencing
22%
14%
Ensure free content is easy to reference
Provide better guidelines / communication
10
9
8
7
18%
11%
6
14%
12%
11%
18%
17%
16%
5
12%
4
6%
6%
17%
7%
4% 6%
16%
9% 6% 5%
5% 8%
6% 5% 6%
6%
9% 7% 8%
10%
3
14%
16%
4% 8% 11%
10% 7% 7% 5% 9%
2
1
Open Access update
• Finch – adapting to the new UK landscape
• Author attitudes to Open Access
• Role of librarians in facilitating access to free
content
• Open Access challenges
Open Access challenges
• Uneven grassroots
understanding/passion/support?
• Payment shifts
– UK <-> RoW
– Life Sciences <-> Arts & Humanities
– Research intensive <-> Teaching led
– Academic <-> Corporate
• Balance innovation with quality and
sustainability
Useful links
Link to Open Access Survey:
http://www.tandfonline.com/page/openaccess/opensurvey
Link to White Paper: www.tandf.co.uk/libsite/pdf/TFwhitepaper-free-resources.pdf
Twitter: @tandfopen @cogentoa
Thank you!
Questions?
Ian Bannerman - Managing Director, Taylor & Francis