1. Open Access Publishing: The Promises & The Problems For Librarians ALA/ACRL/STS 2005 Mid-Year Meeting Open Access Publishing: The Promises & The Problems For Librarians ALA/ACRL/STS 2005 Mid-Year Meeting Michael Leach Harvard University Physics Research Library & Kummel Library 16 January 2005

2. Open Access & Libraries, Jan 05, ALA/ACRL/STS2 Libraries & Open Access 1. Collection Development 2. Interlibrary Loan 3. Reference 4. Technical Services 5. Systems 6. Marketing & Public Relations 7. Human Resources 8. Management

3. Open Access & Libraries, Jan 05, ALA/ACRL/STS3 1. Collection Development & OA The Serials Crisis is Solved? The Serials Crisis is Solved? Library collection budgets may disappear Library collection budgets may disappear More likely a mixed publishing environment More likely a mixed publishing environment No need for selection/collection development for OA serials No need for selection/collection development for OA serials Selection becomes relevant with Institutional Memberships Selection becomes relevant with Institutional Memberships Whom will the library support? Whom will the library support? Licensing & negotiation important: Licensing & negotiation important: Getting best deal (% of author discount) Getting best deal (% of author discount)

4. Open Access & Libraries, Jan 05, ALA/ACRL/STS4 1. Collection Development & OA Changing Fiscal Model 1. Collection Development & OA Changing Fiscal Model Institutional Memberships Institutional Memberships Are these not simply subscriptions?! Are these not simply subscriptions?! Consortial agreements possible Consortial agreements possible Based on Institution’s “Author Output” Based on Institution’s “Author Output” Fluctuating costs year to year Fluctuating costs year to year Budgeting may be difficult Budgeting may be difficult New models needed (BioMedCentral) New models needed (BioMedCentral) Penalized for success Penalized for success More your authors accept, the more you pay More your authors accept, the more you pay

5. Open Access & Libraries, Jan 05, ALA/ACRL/STS5 1. Collection Development & OA Fiscal Aggregator Model 1. Collection Development & OA Fiscal Aggregator Model Handle Payments Like Interlibrary Loan Handle Payments Like Interlibrary Loan Author gets discount via library Author gets discount via library Provide Marketing & Public Relations Opportunities Provide Marketing & Public Relations Opportunities Integration with Institutional Repository Integration with Institutional Repository Library-publisher interaction Library-publisher interaction Metadata Acquisition (at creator stage) Metadata Acquisition (at creator stage)

6. Open Access & Libraries, Jan 05, ALA/ACRL/STS6

7. 7 1. Collection Development & OA Integration with Other Digital Projects/Objects 1. Collection Development & OA Integration with Other Digital Projects/Objects Institutional Repositories Institutional Repositories Tracking article versions Tracking article versions Supplemental material at institution Supplemental material at institution (e.g. datasets, learning objects) (e.g. datasets, learning objects) Preprint servers (for certain fields) Preprint servers (for certain fields)

8. Open Access & Libraries, Jan 05, ALA/ACRL/STS8

9. 9 1. Collection Development & OA With Distributed IRs With Distributed IRs LOCKSS-like models LOCKSS-like models What gets duplicated & by whom What gets duplicated & by whom Consortia Consortia Support for small research-generating institutions that can not afford to build their own IR Support for small research-generating institutions that can not afford to build their own IR Ephemeral vs. Persistent Objects Ephemeral vs. Persistent Objects Basically, creating the policies to determine what goes into the local IR Basically, creating the policies to determine what goes into the local IR

10. Open Access & Libraries, Jan 05, ALA/ACRL/STS10 1.Collection Development & OA Other issues Tools vs. Content Tools vs. Content Enhanced search/IR (information retrieval) Enhanced search/IR (information retrieval) Content integration Content integration Ontological support Ontological support

11. Open Access & Libraries, Jan 05, ALA/ACRL/STS11 2. Interlibrary Loan & OA Should OA become dominant publishing model, ILL will decrease Should OA become dominant publishing model, ILL will decrease ILL will not disappear, though ILL will not disappear, though Older materials still needed Older materials still needed Not everything will be OA Not everything will be OA E.g. review literature, other value-added materials E.g. review literature, other value-added materials

12. Open Access & Libraries, Jan 05, ALA/ACRL/STS12 3. Reference & OA Information Literacy becomes critical Information Literacy becomes critical Evaluation skills important Evaluation skills important In-person reference requests likely to continue decrease In-person reference requests likely to continue decrease Patron finds “everything on Internet” Patron finds “everything on Internet” This may become a reality (or close to) This may become a reality (or close to) Status of virtual reference unsure Status of virtual reference unsure Will depend on a number of variables Will depend on a number of variables E.g. availability, cost, marketing, etc. E.g. availability, cost, marketing, etc. Need to familiarize oneself with OA resources to field potential questions Need to familiarize oneself with OA resources to field potential questions

13. Open Access & Libraries, Jan 05, ALA/ACRL/STS13 4. Technical Services & OA Is there a need to catalog OA journals? Is there a need to catalog OA journals? Many are already catalogued Many are already catalogued Is this a wasted effort? Is this a wasted effort? As with other e-journals: As with other e-journals: Binding disappears Binding disappears Check-in & claims disappear Check-in & claims disappear Invoice creation, payment & reporting disappears, unless $$ aggregator Invoice creation, payment & reporting disappears, unless $$ aggregator

14. Open Access & Libraries, Jan 05, ALA/ACRL/STS14 4. Technical Services & OA With Fiscal Aggregator Model: With Fiscal Aggregator Model: Metadata Specialists Needed Metadata Specialists Needed E.g. developing schemas E.g. developing schemas Metadata Cataloguers Needed Metadata Cataloguers Needed Work within certain schemas Work within certain schemas Work with certain digital objects Work with certain digital objects Unless we get digital objects bundled with metadata from the OA publishers Unless we get digital objects bundled with metadata from the OA publishers E.g. BioMed Central model E.g. BioMed Central model

15. Open Access & Libraries, Jan 05, ALA/ACRL/STS15 5. Systems &OA Do we add OA journals to library portals? Do we add OA journals to library portals? Mirroring vs. LOCKSS vs. … Mirroring vs. LOCKSS vs. … Archive/Persistence support & policy Archive/Persistence support & policy Joint efforts within consortia for archiving Joint efforts within consortia for archiving To spread the cost around To spread the cost around Share technical expertise Share technical expertise IT support as OA technology changes IT support as OA technology changes e.g. new formats e.g. new formats Version Control !!!!!!!!! Version Control !!!!!!!!!

16. Open Access & Libraries, Jan 05, ALA/ACRL/STS16 6. Marketing/Public Relations & OA What is role of library in institution? What is role of library in institution? Training, Literacy, Preservation -- increased Training, Literacy, Preservation -- increased Cataloguing Morphed, Collection Development Morphed—institutional repositories Cataloguing Morphed, Collection Development Morphed—institutional repositories ILL, Reference – decreased emphasis ILL, Reference – decreased emphasis Physical Space – Changes likely Physical Space – Changes likely Relationship to other units in institution Relationship to other units in institution Course support, teaching, etc. Course support, teaching, etc.

17. Open Access & Libraries, Jan 05, ALA/ACRL/STS17 7. Human Resources & OA Professional Development Professional Development New skill sets required New skill sets required Ever changing with technology Ever changing with technology Reduction in library staff likely Reduction in library staff likely Facilitating change in the organization is likely to be an integral part of institution Facilitating change in the organization is likely to be an integral part of institution

18. Open Access & Libraries, Jan 05, ALA/ACRL/STS18 8. Management & OA Potentially large shifts in budget: Potentially large shifts in budget: Collections to digital preservation Collections to digital preservation Fluctuations with Institutional Memberships Fluctuations with Institutional Memberships Management of change is critical Management of change is critical Proactive Proactive Ongoing evaluation of environment Ongoing evaluation of environment Increased need for user needs studies, marketing and public relations Increased need for user needs studies, marketing and public relations

19. Open Access & Libraries, Jan 05, ALA/ACRL/STS19 Where Will These Fit? Knowledge Management Knowledge Management Knowledge capture of new publishing processes Knowledge capture of new publishing processes Data Mining Data Mining Patterns that lead to success Patterns that lead to success Competitive Intelligence in Academia Competitive Intelligence in Academia Analysis of digital object creation by groups Analysis of digital object creation by groups Scholarly Communication Research Scholarly Communication Research Comparison of post- & pre-peer pubs Comparison of post- & pre-peer pubs

20. Open Access & Libraries, Jan 05, ALA/ACRL/STS20 Summary Some problems will remain Some problems will remain Some issues identified, others emerging Some issues identified, others emerging Initially for libraries: dual support Initially for libraries: dual support Potential for the long term: radical change in libraries Potential for the long term: radical change in libraries

21. Open Access & Libraries, Jan 05, ALA/ACRL/STS21 Thank You Michael Leach mrleach@fas.harvard.edu leach@physics.harvard.edu