Minutes of February 23, 2015 Meeting

Special Meeting Agenda: Open Access Collection Development

Kay Cassell (guest), Joseph Deodato (guest), Tom Izbicki, Rhonda Marker, Aletia Morgan, Laura Mullen (Chair), Jill Nathanson (recorder), Jane Otto, Janice Pilch, Elizabeth Sosnowska (guest) Gracemary Smulewitz (guest), Ann Watkins (guest), Krista White, Tao Yang (guest), Yingting Zhang

1. Introduction and welcome of meeting guests (Mullen)

Mullen welcomed guests that were invited to CSC to talk about the topic from their various perspectives and areas of expertise. Included were discovery (Deodato), teaching the subject at SC&I and editing a journal on the topic (Cassell), serials holdings practices seeking to incorporate open access (Smulewitz), and OA monographs with HathiTrust (Yang). CSC members and other guests also incorporated their knowledge of the topic into discussions.

2. CSC Meeting Special Topic: Open Access Collection Development (Mullen)

CSC has wanted to begin a conversation on this topic for the past couple of years. The purpose of this meeting was to place a focus on the need to recognize and make sure to add freely available open access scholarly materials to RUL collections. We need to understand how we may be doing this presently, and how we may enhance our activities in this area. It is quality (not business model) of publications that can drive our decision making in collection development. Bringing open access materials together with traditional subscription materials will be of interest to subject selectors seeking to make available all quality scholarly materials for readers and researchers. How will we accomplish this? How are other research libraries moving forward in this area?

a. A deluge of quality open access materials (Mullen)

There is a large amount of scholarly open access material available, and the Libraries' collections need to reflect these materials. Library users need to discover scholarly content that is OA alongside subscription or purchased material. This corpus of available OA material is growing rapidly.

Mullen discussed a number of articles appearing in the literature about the amount of freely available scholarly material. One interesting source is "Dramatic Growth of Open Access 2014" which is an annual recap of available OA material, including impressive data reported by Heather Morrison in The Imaginary Journal of Poetic Economics, Dec. 2014; [http://poeticeconomics.blogspot.com/2014/10/dramatic-growth-of-open-access.html]. This past year was unlike any other in the amazing rate of growth of freely available content.

Mullen mentioned that plenty of headlines evoke the situation with the exponential growth of available OA materials, and gave some examples such as "The Inevitability of Open Access" (article by D. Lewis of IUPUI Libraries in C&RL), "Open Access Everywhere," a post in American Libraries, and another article in C&RL by Lewis about the phenomenon entitled "From Stacks to the Web: The Transformation of Academic Library Collecting." This is an interesting area of research (as well as practice) for academic librarians.

A group of librarians have created a wiki to try to gather and share information about open access workflows for libraries: OAWAL= Open Access Workflows for Academic Librarians, https://library3.hud.ac.uk/blogs/oawal/

Mullen saw a recent conference presentation by the creators of OAWAL, and they would welcome participation in the wiki. Sharing best practices in this area would be of benefit to all.

b. Library budget challenges (Izbicki)

We are perennially in a difficult library budgetary climate-although fortunately we aren't being asked to model more cuts. We don't have enough resources to support what we already have. There will be a presentation by next week to senior administration that will focus on library needs and RCM.

While there is an increase in open access publishing, there are questions about durability/sustainability.

Members of the Rutgers community continue to ask for expensive resources. We don't have the monetary resources to provide these, even as the University continues to offer additional programs. How can we meet the needs of an ambitious strategic plan with limited resources?

Can Open Access help us address these issues? Open Access materials need to be sustainable and reputable.

Universities need to give credit to those who publish in Open Access (for tenure and promotion).

c. Collection development trends (Kay Cassell, guest, SC&I)

Cassell is the editor of the journal, "Collection Building (Emerald)." The journal is not receiving submissions on Open Access (but would like to). Currently, the most popular articles in the journal focus on PDA (patron driven acquisition) and evaluation.

At SC&I, Kay is teaching a class on collection development using the new textbook by Peggy Johnson, which has a chapter on Scholarly Communication.

She teaches students across public libraries, school libraries, academic libraries, and special libraries, noting that there are big differences between the different groups.

The focus with MLIS students is on PDA, Open Access, scholarly communication, changing relationship with publishers, e-resources, negotiating contracts, and cooperative collection development. When students graduate they will face many libraries that are not using a current selection model and are slow to change.

d. Discovery and Open Access (Deodato, guest)

Two main issues surrounding discovery of open access content: coverage and representation.

Our current discovery product (Articles+) offers coverage of ~75 open access collections including DOAJ, HathiTrust, arXiv, and OAIster.

Many OA collections are not currently made available for discovery because they are either beyond the scope of Articles+ or lack sufficient metadata to support accurate full text linking.

OA publishers use many different access models and licenses which create confusion for authors, readers, and service providers.

Two key pieces of information needed to represent OA content: Is the work is free-to-read and what re-use rights are granted to the reader?

It can be difficult to identify open access material so we tend to err on the side of caution by proxying all electronic resources (including open access).

Hybrid journals are especially problematic because the terms of access vary by article, but the library knowledge base and link resolver determine access at the journal/issue level.

Other free resources (online news sources, blogs, government documents, white papers) are also problematic because the link resolver is primarily designed to work with periodical literature.

In addition to knowing if a work is freely accessible, users and librarians also need to know its terms of use with respect to reproduction, redistribution, sharing, data mining, etc.

NISO Access License and Indicators (RP-22-2015) recommends the addition of two new metadata elements.

free_to_read indicates if a work is available without restriction and can include a start and end date to accommodate temporary embargoes.

license_reference provides a persistent link to publisher terms of use and can include multiple licenses with different start dates.

e. Adding quality OA serials to RUL holdings (Smulewitz, guest)

We have not actively pursued a workflow for including open access journals published by commercial publishers.

In the A-Z list, there are about 30,000 Open Access titles, but we do not always provide full-text. Some are from major publishers such as EBSCO, but there are many smaller ones with heavy usage. We are not currently pursuing those in PubMed or Science Direct which has a large list available.

Global Open Knowledgebase (GOKb) will have clear license information and we can use it with our other products (web scale discovery, A-Z list, etc)

Hybrid subscriptions where there are open access articles in paid subscriptions which we don't have causes confusion for patrons. If we have the paid subscription, we shouldn't be paying for Open Access.

We need a policy for adding gold Open Access journals.

We can pursue adding Open Access as a limiter in our discovery tools for those who want to limit results.

Certain journals are being moved to an Open Access environment (SCOAP3) but we are still paying under this particular model.

f. Open Access monographs and RUL collections (Weber, guest)

CSC will follow up with Mary Beth at another time as she was unable to attend.

g. HathiTrust and RUL Collections (Yang, guest)

We are working to include HathiTrust in the discovery layer and for replacement copies of lost and damaged materials.

The largest part of HathiTrust is the digital library which currently has over 13 million volumes with 4.9 million volumes in public domain.

The strength of HathiTrust in the OA movement is preservation. HathiTrust has a plan to venture into OA journal publishing through mPach. mPach is a set of journal publishing tools being developed at Michigan. It will integrate with Open Journal Systems. HathiTrust also works with university presses to preserve and provide access for Open Access monographs.

RUL is not looking at loading HathiTrust records into SIRSI because we are nearing our limit for our current pricing tier, but we are considering loading them into VuFind (once we switch to Kuali OLE).

As member of CIC, we can download and print public domain items, provide copies for print disabled individuals, replace a damaged/lost copy and perform data mining.

h. RUcore Collections (Marker)

We need a policy for inclusion/exclusion of RUcore materials in webscale discovery. There is concern about duplication with the library catalog; electronic theses and dissertations are in RUcore and in the library catalog (and are in WorldCat and sometimes ProQuest) so the same resource shows up in multiple sources. Do we want everything in RUcore to be discoverable through a common interface? There are a variety of materials in RUcore including scholarly materials and primary resources. What materials should be discoverable through an Internet search engine? These are all important areas for further discussion.

Janice Pilch had additional comments: We need to distinguish between linking to open access material and making a copy and adding it to collections. First, we can't link to unlawful content. In some sites, it isn't clear what is lawful. Second, if we make copies, we must make sure that this is allowed under any license associated with the work and that any terms and conditions in the license are brought over with the copies of the materials. Section 1202 prohibits removal or alteration of copyright management information or distribution of works or copies knowing that copyright management information has been removed or altered without permission.

i. Wrap-up and planning for a follow up program at RUL (Mullen)

Are we interested in a workshop on Open Access for a larger group? How can we work with selectors who want to add and access Open Access content? How do we address hybrid content? CSC is supportive of a workshop for a larger group, and with moving forward to address this exciting and challenging new aspect of collection development at RUL.

3. Announcements, Adjourn

Yang: HathiTrust event tomorrow 2/24 at SCC.

URL: http://www.libraries.rutgers.edu/rul/staff/groups/com_of_schol-comm/minutes/schol-comm_15_02_23.shtml
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