1. Bronwen K. Maxson IUPUI Liaison to English and Spanish SALALM60, Princeton University July 13-17, 2015 Background photo: Simone Staiger, http://ciatblogs.cgiar.org/knowledgemanagement/open-access-essentials/

2. Liaisons rocking the boat © ALA. This document may be reprinted and distributed for non-commercial and educational purposes only, and not for resale. No resale use may be made of material on this website at any time. All other rights reserved. Image source: http://americanlibrariesmagazine.org/blogs/the-scoop/lawrence-lessig-wraps-up-acrl-2015-in-portland/

3. OA in Latin America 72% of Latin American indexed journals are Open Access 13% of all journals worldwide are Open Access

4. Key steps to IUPUI’s OA Policy It’s part of the library’s evolving mission –Our library dean, David Lewis, is an advocate –Librarians passed a policy for librarians in 2009 –We hired a scholarly communications librarian in 2013, Jere Odell The White House, Office of Science & Technology issued a memo in February 2013: “Increasing Access to the Results of Federally Funded Scientific Research” Our library dean presented a draft of the policy to a committee of Faculty Council Jere archived papers from prolific researchers on campus with their cooperation. This created “embedded advocates” in each department

5. UL Center for Digital Scholarshi p or 1 1 Check for citations and permissions 2 Request article 3 Faculty sends article, (sometimes it’s the publisher’s version that we can’t upload) 4 Receive article, (request post-print, a.k.a., “accepted manuscript”) (5) (Locate and send “accepted manuscript”) 6 Receive manuscript, prepare it, send to CDS 7 Receive PDF, upload, & notify faculty and liaison Workflow before OA Policy Liaison Librarian Faculty

6. Full nameCampusGoogle Scholar search PubMed search Scopus search GS profile?Notes Schultz, JaneIUPUIauthor: “jane e schultz” Schultz JE[Author] Indiana Schultz, Jane E. NoPublishes in Literature and Medical Humanities Discovering Citations Tips: Set up alerts in Google Scholar, PubMed, and Scopus If faculty have a Google Scholar profile, follow them Search about 10 authors at a time in Google Scholar

7. Preparing (some) metadata in Word Tasks: Check the Title and Author field in the document’s Properties in MS Word Then, Convert document to PDF CDS staff does the rest of the metadata work

8. Proposed workflow for liaisons CDS staff runs a weekly database search in Scopus CDS staff sends email to liaison with faculty members’ citations Liaison customizes a template email to send to faculty requesting manuscript Liaison forwards manuscript to CDS staff at: oapoicy@iupui.e du oapoicy@iupui.e du Faculty sends manuscript to the liaison (or opts out

9. CDS staff responsibilities CDS staff fills out a spreadsheet with document’s metadata Document is cleaned, formatted, and uploaded with metadata to ScholarWorks (IR) CDS staff sends an email to faculty and copies liaison

11. Questions from faculty Doesn’t this violate copyright? What about impact factor? How will others know page numbers if they are not citing from the published PDF? I have most of the PDFs; do you want me to attach them, or is it easier to extract them from your databases? Will my publisher allow me to archive my book chapter? What do I do when images are separate files from the text?

12. Tips for the liaison Make process convenient for faculty Communicate regularly Keep good records, document your steps Track your own response rate Re-visit workflow (it’s not “one size fits all”) Beyond workflow: –usability testing for new site –present at department meetings –promote OA week on campus and online –incorporate OA resources in instruction Have a “Yes” attitude

14. Thanks Jere Odell, IUPUI’s Scholarly Communications Librarian, Liaison to the School of Public Environmental Affairs Caitlin Pike, IUPUI’s Liaison to Medical Humanities and the School of Nursing

15. SlidesSlides (iu.box.com/salalm60-oa-slides) HandoutHandout (iu.box.com/salalm60-oa-handout)