1. Open access monographs: promise or Bust?
Frank Smith
Director, Books at JSTOR
Erich van Rijn
Interim Director, University of California Press
Rebecca Welzenbach
Director, Strategic Integration and Partnerships at Michigan Publishing, University of Michigan Library
Dean Smith
Director, Cornell University Press

2. open access ebooks KU Research report
KU Research released a study of Open Access ebook usage on JSTOR
Commissioned and funded by four university presses: UCL, Michigan, California, and Cornell
Download the full report:

3. Open Access ebooks growth in OA titles on jstor
JSTOR, October 2016: 60 titles from 4 presses
JSTOR, November 2017: 2,400+ titles from 24 presses
OAPEN platform: 3,856 titles from 175 presses (2,250 in English)

4. open access High quality content Participating Presses
Amsterdam University Press
ANU Press
Berghahn Books
Brill
Cornell University Press
Edinburgh University Press
Fordham University Press
Liverpool University Press
Manchester University Press
NYU Press
Open Book Publishers
Pluto Books
Princeton University Press
Purdue University Press
RAND Corporation
Rutgers University Press
Temple University Press
UCL Press
University of Adelaide Press
University of California Press
University of Michigan Press
University of Sydney Press
University of Toronto Press
University Press of Colorado
Yale University Press

5. EASY FOR USERS AND LIBRARIANS
open access ebooks
EASY FOR USERS AND LIBRARIANS
Great User Experience
Titles are available for anyone to use with no need to register or log in
Unlimited concurrent access, chapter downloads, and printing
Open Access titles are integrated in researchers’ existing digital workflows
Digital Preservation
All titles are preserved in Portico, ensuring that researchers will have access to the content in perpetuity
Easy Set-Up for Discovery Workflows
Free MARC records are available to all libraries
Open Access collection can be activated in the major discovery services
Once you set this up, all new Open Access titles on JSTOR will be added automatically

6. open access ebooks Sample search results
The Open Access content is cross-searchable with all other content on JSTOR, and is clearly identified as Open Access

7. Open access ebooks JSTOR platform drives usage
Direct to JSTOR 42%
Other 25%
General-purpose search engine 18%
Academic 14%
Google Scholar 1%
42% of Open Access sessions start on JSTOR
Users who already use JSTOR are integrating OA ebooks into their research

8. Open access ebooks high usage on jstor
Total number of OA chapter views and downloads on JSTOR: 2,172,109
2016 (October – December): 170,498
2017 YTD (January – October): 2,001,611

9. Open access ebooks global impact
The Open Access ebooks have been used in 226 countries/territories
KU Research also found that institutions located in the global south are relatively high users of OA books when compared to institutions located in the US, UK, and Western Europe

10. Open access ebooks impact on unaffiliated users
More than half of Open Access usage comes from researchers who are not authenticated by an institution

11. Open access ebooks impact on users at smaller institutions
Open Access usage recorded at more than 9,500 institutions worldwide
Of those, more than 70% are small colleges, community colleges, secondary schools, or other small libraries

12. Open access ebooks what have we learned?
Demand for Open Access content is high
There’s no firm definition of an Open Access book
There is no "Books in Print" for OA books
Awareness of OA books among faculty, students, and even many librarians remains low
There is a need for usage data standards
Funding for OA remains uncertain

13. FRANK SMITH
DIRECTOR, BOOKS AT JSTOR
phone: (212)
website: books.jstor.org

14. The publication of Open Access monographs in the humanities and social sciences has exploded in the past two years. Are OA publications being found and used? What can we learn from the usage data? We’ll discuss the results of a survey and usage analysis across four university presses, revealing striking insights on reader behavior and the usage and impact of Open Access titles. We’ll also share best practices for marketing, discoverability, and usage reporting for Open Access titles, and discuss how these works can be integrated into libraries’ collection development policies and acquisition workflows. Those who advocate for OA will be bolstered, challenged, and perplexed by the findings.

25. OA Monographs: Promise or Bust?
Rebecca Welzenbach
Director, Strategic Integration and Partnerships
Charleston Conference
November 9, 2017

26. Michigan Publishing Range of OA monograph publishing activity:
University of Michigan Press:
Digitalculturebooks imprint ( books) -- Traditional press process; after the fact, HTML version made available.
Knowledge Unlatched (3+10+4= 17 books today; more to come) -- PDF version is freely available, but this may not be known until after the book is well into production.
One-off titles: Campaign Finance and Political Polarization, Just Vibrations -- these are the drivers of change, because we know up front that the book will be open access so we can plan for it--and author
Michigan Publishing Services
Maize Books (12 books)
Faculty reprints series ()
UMP Backlist project (XX books)
DCB: We’ve been doing this since 2006; completely separate, parallel processes. Open, online HTML came after the book was published in traditional fashion. For a long time, nothing about the OA version was visible. That’s starting to change now--we have links to the OA version on our website, and are starting to include it in the metadata we distribute.
Knowledge Unlatched: Titles are selected from the press’s upcoming season, but the timing is awkward. We find out that a book has been included in KU too late to make decisions in catalog or in print; could make decisions in/changes to metadata.
One off, upstream decision--as we see more and more of *these* books, thats really what’s driving change to our process, because that’s wher ewe see OA and for sale processes happening in parallel from the start. WE can plan for license info, info in catalog, info in the book itself--to call attention to this. Accountablity to author and funder drives us to ensure that people *know* the book is OA and how to find it.
Note also that a whole other aspect of our organzation specializes in OA monograph. We won’t focus on these too much in this particular session--we’ll spend more time on the press--but

27. University of Michigan Press Imprint 55 books (2006 - )
Digitalculturebooks
HTML only on U-M hosted platform
CC-BY-NC-ND
OA version prepared when book goes to print
University of Michigan Press Imprint
55 books
( )

28. What has changed in the last four years?
Increased interest in OA (and outcomes) from authors, funding agencies, governments, institutions
Cross-institutional, programmatic opportunities to participate in OA at scale
Proliferation of platforms--more ways to distribute and discover OA monographs
In the last few years, we--and others! Our authors, our funding institutions--have become increasingly interested in OA and in understanding its effects. So. What has changed, and what does it mean for what we can know about the reach and usage of our OA titles?
It’s more important than ever that we be able to understand and communicate about the reach and impact ofour OA monographs. This has been a major challenge; here are some of the approaches we’ve taken:

29. Understanding usage: Google Analytics
Google Analytics: lots of good stuff about where traffic comes from (and more!) but *only* works for the stuff we host ourselves. Also options are endless, but often too overwhelming to share/slice and dice appropriately.

30. Understanding usage: OAPEN/Knowledge Unlatched/Counter
COUNTER is helpful for total counts and country data--but there’s a lot more we’d like to know! Don’t have a sense of any context or qualitative information--how people found the books, what they’re doign with them, how much of the book gets used, etc. A download is a download.

31. Understanding usage: Mapping the Free eBook Supply Chain
The Mapping the Free Ebook Supply Chain project sought to bring together all the usage data we could find--but much of it was difficult to synthesize. The most valuable outcome of this project was the surveys we conducted with readers who volunteered, and who told us from their perspective how they found the book and what they plannned to do with it.

32. Fall 2016 -- 15 OA titles Spring 2017 -- 21 OA titles
Initial observations:
From the start: startlingly high usage of OA monographs on JSTOR--this platform gets LOTS of use
Do other presses see the same thing?
Can we crack the reporting problem together?
JSTOR OA Pilot
Fall OA titles
Spring OA titles
Enter, the JSTOR OA pilot.
For us, this did not ential opening up any *new titles*, but rather, further exposing titles that were already OA, mostly through the Knowledge Unlatched program, and a couple through other means. We started in Fall 2016 with 15 titles, and went up to 21 when the next round of KU titles was unlatched.

33. Knowledge Unlatched Research Study
“Ensuring that JSTOR usage reporting reflects the needs of OA publishers is also an important goal of the project.”
(Montgomery et al., 6)
Knowledge
Unlatched
Research Study
Lucy Montgomery, Neil Saunders, Frances Pinter, Alkim Ozaygen

34. What percentage of usage comes from within JSTOR, vs. other sources?
Where do readers come from in the world, and can institutional affiliation also be traced?
What are the most popular subjects across the JSTOR platform?
Are the most popular books on the OA platform similar in subject matter to the subjects already popular in JSTOR?
What do readers do when they download, ie are they typically downloading just one chapter or multiple chapters?
Are stats for the four initial publishers similar?
Are there multiple downloads of the same content (eg. Chapter) from the same institution?
What is the readers’ behaviour in terms of the proportion of who downloads chapters and the proportion who just view?
What can JSTOR data tell us about how long readers spend on each book that they view?
Are we asking the right questions to find out what difference OA makes?

35. Are the stats for the four initial publishers similar?

36. Are the stats for the four initial publishers similar?

37. What percentage of users download vs. view?

38. What percentage of users download vs. view?

39. Are the most popular books on the OA platform different in subject matter from the subjects already popular on JSTOR?
Non-OA OA

40. Are OA books used more frequently than non-OA books?

41. Where do readers come from in the world?

42. Where do readers come from in the world?

43. What types of readers use the books?

44. What percentage of usage comes from within JSTOR, vs. other sources?
Where do readers come from in the world, and can institutional affiliation also be traced?
What are the most popular subjects across the JSTOR platform?
Are the most popular books on the OA platform similar in subject matter to the subjects already popular in JSTOR?
What do readers do when they download, ie are they typically downloading just one chapter or multiple chapters?
Are stats for the four initial publishers similar?
Are there multiple downloads of the same content (eg. Chapter) from the same institution?
What is the readers’ behaviour in terms of the proportion of who downloads chapters and the proportion who just view?
What can JSTOR data tell us about how long readers spend on each book that they view?
What about non-institutional usage?
When we measure usage around the world, are we taking into account the number of users/sites in that place?
Are users able to find OA books on the open web?
Are we asking the right questions to find out what difference OA makes?

45. Use what we’ve learned from this study to establish good practices for reporting usage of OA monographs that reveals the value of OA.
What next?

46. What next? Publishers want usage reports that are: Comprehensive
Consistent
Customizable
Communicable? (Better say….easy to share with different audiences)
...and show what difference OA makes.
What next?

47. Thank you! rwelzenb@umich.edu @rwelzenb

48. Driving Discoverability and Course Use
Open Access Monographs: Promise or Bust
November 9th, 2017
Charleston Library Conference

49. Structure OA Background NEH Humanities Open Book Program
Discoverability strategy
Platforms
Libraries and scholars
Course Use

50. Open Access at Cornell UP
Signale in German Studies
CU Library, German Studies department, Press
OA after 4 years
NEH Humanities Open Book
EPUB, MOBI, PDF, POD
Library and Press initiative
77 titles and growing
Knowledge Unlatched
26 titles
Cornell Open (New program for frontlist titles)
1 title – S18
Goal: Global dissemination and discovery

51. NEH Humanities Open Book: Discoverability
From circulation to discovery: Collaborated with Cornell Library, faculty and press editors
Analyzed circulation stats and citations for out-of-print titles
Multi-platform strategy
(JSTOR, Project MUSE, AMZN, Hathi, OAPEN, DOAB)
JSTOR and MUSE have a long-established user base
Marketing aimed at libraries and scholars
ca. 3-5,000 global libraries targeted with help of LYRASIS and ICOLC consortia
Attending exhibits with NEH Open Book marketing materials

52. JSTOR Usage Exceeds 74,000 Views and 24,000 Chapter Downloads

53. Global usage map of chapter views and downloads by country
Encompasses 152 countries
Top 10 countries by percentage of chapter views and downloads
United States is 42.6%, United Kingdom 6.8%, Canada and India 4%
Source: Forthcoming JSTOR OA usage study by KU Research

54. MUSE Usage Exceeds 96,000 Views and 63,000 Chapter Downloads

55. 6 NEH Titles in CU Kindle Top 207.
11.
12.
13.
14.

56. 4,000+ Kindle full-book downloads in July and August of 2017 alone

57. NEH Humanities Open Book: Course Use
Second NEH grant focused on course use in literary theory
Developed a faculty panel at Cornell to review titles and recommend them for course use
President and Provost included in grant review
Titles will be published for Q1 2018
Will launch titles for course use MLA Meeting
POD paperbacks included
Course use is goal for all Cornell Open titles

58. Library Feedback Positive
Each and every open book initiative increases the knowledge base available to everyone in the global community. Each initiative makes a difference. Books and libraries make a difference. They save lives in thousands, if not millions, of different ways.
We are a small liberal arts school - moving rapidly into professional programs, but these titles could be useful to a number of our students and faculty in the humanities.
We are always happy to include academic open access titles such as these in our discovery system. They appear to be of interest to advanced researchers or graduate students, so they probably will see little use by our undergraduates. However, having them available to our faculty is very useful

59. Lessons Learned Need for OA usage reporting standards
JSTOR and MUSE great partners
JSTOR “Reimagining the Monograph” initiative
Consortia-based marketing helped drive usage and feedback
Demonstrate the enduring utility and “long-tail” of older humanities scholarship
Amazon Kindle downloads increasing (DOAB links to Kindle versions)
Program enables Press to connect with key stakeholders (librarians, authors, department chairs, subject specialists)

60. Thank you! Frank Smith Director, Books at JSTOR frank.smith@ithaka.org
Erich van Rijn
Interim Director, University of California Press
Rebecca Welzenbach
Director, Strategic Integration and Partnerships at Michigan Publishing, University of Michigan Library
Dean Smith
Director, Cornell University Press