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Emerging Trends in Scholarly Communications and the Coming Decade of Open Access Leslie Chan Center for Critical Development St Bioline International University of Toronto Scarborough Mysore University Dec. 19, 2012

Emerging Trends in Scholarly Communication and the coming Decade of Open Access

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Talk given at the Information Science and Library Department at Mysore University, Dec. 20, 2012

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Page 1: Emerging Trends in Scholarly Communication and the coming Decade of Open Access

Emerging Trends in Scholarly Communications and the Coming

Decade of Open Access

Leslie ChanCenter for Critical Development StudiesBioline InternationalUniversity of Toronto Scarborough

Mysore UniversityDec. 19, 2012

Page 2: Emerging Trends in Scholarly Communication and the coming Decade of Open Access

Where is the University of Toronto?

Page 3: Emerging Trends in Scholarly Communication and the coming Decade of Open Access

Where is the University of Toronto Scarborough?

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Key issues• Changing contexts of research discovery and

dissemination in the digital environment• Why Open Access is important for

“development” • Open Access as a philosophical principle and a

set of practical tools• “Journal” no longer serves the needs of

networked scholarship• Why greater openness is good for science• Tensions between openness, quality measures,

impact, and policies

• Changing contexts of research discovery and dissemination in the digital environment

• Why Open Access is important for “development”

• Open Access as a philosophical principle and a set of practical tools

• “Journal” no longer serves the needs of networked scholarship

• Why greater openness is good for science• Tensions between openness, quality measures,

impact, and policies

Page 5: Emerging Trends in Scholarly Communication and the coming Decade of Open Access

Key Issues• From “Wealth of Nations” to “Wealth of

Networks”• Need to rethink measurements of “impact” and

values, especially for research relevant to development

• Innovations are happening in the “peripheries” but there are gatekeepers and social barriers

• Towards a convergence of key values and policy goals

• From “Wealth of Nations” to “Wealth of Networks”

• Need to rethink measurements of “impact” and values, especially for research relevant to development

• Innovations are happening in the “peripheries” but there are gatekeepers and social barriers

• Towards a convergence of key values and policy goals

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The Dysfunctional Economy of Scholarly Communications

The Dysfunctional Economy of Scholarly Communications

• Commodification of public knowledge

Bundling • Oligopoly• Artificial scarcity• Homogeneity of forms

and functions• Reputation

management

• Commodification of public knowledge

Bundling • Oligopoly• Artificial scarcity• Homogeneity of forms

and functions• Reputation

management

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http://thomsonreuters.com/

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The World of Scientific Output According to Thomson’s ISI Science Citation Index

Data from 2002http://www.worldmapper.org/display.php?selected=205

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Has the Internet become an avatar of Gandhi’s charkha? Can its many marvels—social media, participative democracy, collaborative science, etc., have the transformative energy of the spinning wheel? MUSIC OF THE SPINNING WHEELby Sudheendra KularniPUBLISHED BY AMARYLLIS |

Has the Internet become an avatar of Gandhi’s charkha? Can its many marvels—social media, participative democracy, collaborative science, etc., have the transformative energy of the spinning wheel? MUSIC OF THE SPINNING WHEELby Sudheendra KularniPUBLISHED BY AMARYLLIS |

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“An old tradition and a new technology have converged to make possible an unprecedented public good.”

Budapest Open Access Initiativehttp://www.soros.org/openaccess/read.shtml

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arXiv began its operations before the World Wide Web, search engines, online commerce and all the rest, but nonetheless anticipated many components of current 'Web 2.0' methodology… It continues to play a leading role at the forefront of new models for scientific communication."

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http://www.bioline.org.br

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OA does not only remove or reduce price barriers for researchers in developing countries, it offers a more equitable model for the exchange of knowledge as a global public good (the philosophical dimension)

OA does not only remove or reduce price barriers for researchers in developing countries, it offers a more equitable model for the exchange of knowledge as a global public good (the philosophical dimension)

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Bioline

BOAI

Open Access week

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https://www.youtube.com/watch?v=L5rVH1KGBCY

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“Ten years of experience lead us to reaffirm the definition of OA introduced in the original BOAI:By “open access” to [peer-reviewed research literature], we mean its free availability on the public internet, permitting any users to read, download, copy, distribute, print, search, or link to the full texts of these articles, crawl them for indexing, pass them as data to software, or use them for any other lawful purpose, without financial, legal, or technical barriers other than those inseparable from gaining access to the internet itself. The only constraint on reproduction and distribution, and the only role for copyright in this domain, should be to give authors control over the integrity of their work and the right to be properly acknowledged and cited.”

“Ten years of experience lead us to reaffirm the definition of OA introduced in the original BOAI:By “open access” to [peer-reviewed research literature], we mean its free availability on the public internet, permitting any users to read, download, copy, distribute, print, search, or link to the full texts of these articles, crawl them for indexing, pass them as data to software, or use them for any other lawful purpose, without financial, legal, or technical barriers other than those inseparable from gaining access to the internet itself. The only constraint on reproduction and distribution, and the only role for copyright in this domain, should be to give authors control over the integrity of their work and the right to be properly acknowledged and cited.”

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“The BOAI is distinctive in its scope and its insistence on author consent. (1) BOAI focuses specifically on peer-reviewed research literature, and does not apply to software, music, movies, or anything else. (2) For BOAI, free access should depend on author consent, not just user need or desire.”Peter Suberhttp://www.earlham.edu/~peters/fos/boaifaq.htm#freeinfo

“The BOAI is distinctive in its scope and its insistence on author consent. (1) BOAI focuses specifically on peer-reviewed research literature, and does not apply to software, music, movies, or anything else. (2) For BOAI, free access should depend on author consent, not just user need or desire.”Peter Suberhttp://www.earlham.edu/~peters/fos/boaifaq.htm#freeinfo

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Modes of Open Access

Gratis Libre

GreenAuthor Self-Archiving of published papers or pre-prints in Institutional Repositories

Green-Gratis Green-Libre

GoldAuthor publish in journals that are open access

Gold-Gratis Gold-Libre

User Rights

Venues and Delivery Vehicles

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http://maps.repository66.org/

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http://www.doaj.org/

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• OA benefits research and researchers, and the lack of OA impedes them.

• OA for publicly-funded research benefits taxpayers and increases the return on their investment in research. It has economic benefits as well as academic or scholarly benefits.

• OA amplifies the social value of research, and OA policies amplify the social value of funding agencies and research institutions.

• The costs of OA can be recovered without adding more money to the current system of scholarly communication.

• OA is consistent with copyright law everywhere in the world, and gives both authors and readers more rights than they have under conventional publishing agreements.

• OA is consistent with the highest standards of quality.

• OA benefits research and researchers, and the lack of OA impedes them.

• OA for publicly-funded research benefits taxpayers and increases the return on their investment in research. It has economic benefits as well as academic or scholarly benefits.

• OA amplifies the social value of research, and OA policies amplify the social value of funding agencies and research institutions.

• The costs of OA can be recovered without adding more money to the current system of scholarly communication.

• OA is consistent with copyright law everywhere in the world, and gives both authors and readers more rights than they have under conventional publishing agreements.

• OA is consistent with the highest standards of quality.

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• 1.5. We discourage the use of journal impact factors as surrogates for the quality of journals, articles, or authors. We encourage the development of alternative metrics for impact and quality which are less simplistic, more reliable, and entirely open for use and reuse.

• We encourage research on the accuracy of the new metrics. As the research shows them to be useful and trustworthy, we encourage their use by universities (when evaluating faculty for promotion and tenure), funding agencies (when evaluating applicants for funding), research assessment programs (when assessing research impact), and publishers (when promoting their publications).

• 1.5. We discourage the use of journal impact factors as surrogates for the quality of journals, articles, or authors. We encourage the development of alternative metrics for impact and quality which are less simplistic, more reliable, and entirely open for use and reuse.

• We encourage research on the accuracy of the new metrics. As the research shows them to be useful and trustworthy, we encourage their use by universities (when evaluating faculty for promotion and tenure), funding agencies (when evaluating applicants for funding), research assessment programs (when assessing research impact), and publishers (when promoting their publications).

http://www.soros.org/openaccess/boai-10-recommendations

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• 3.14. We encourage experiments with new forms of the scholarly research “article” and “book” in which texts are integrated in useful ways with underlying data, multimedia elements, executable code, related literature, and user commentary.

• We encourage experiments to take better advantage of the digital medium, and digital networks, for the benefit of research.

• 3.14. We encourage experiments with new forms of the scholarly research “article” and “book” in which texts are integrated in useful ways with underlying data, multimedia elements, executable code, related literature, and user commentary.

• We encourage experiments to take better advantage of the digital medium, and digital networks, for the benefit of research.

http://www.soros.org/openaccess/boai-10-recommendations

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And there are obvious synergies between Open Access and other “open” movement: Open Educational Resources, Open Science, Open Source, Open Innovation, etc.

And there are obvious synergies between Open Access and other “open” movement: Open Educational Resources, Open Science, Open Source, Open Innovation, etc.

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Hacking the bundle

Explore ways by which new practices can be coded (codified) so that the key functions of scholarly communication – authoring, certification, quality control, archiving, and rewarding - can be decoupled and better served by emerging tools for collaborative authoring, sharing, and reputation management.

Explore ways by which new practices can be coded (codified) so that the key functions of scholarly communication – authoring, certification, quality control, archiving, and rewarding - can be decoupled and better served by emerging tools for collaborative authoring, sharing, and reputation management.

Page 30: Emerging Trends in Scholarly Communication and the coming Decade of Open Access

But Open Access is only the Substrate of theResearch Life Cycle

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Scholarly Primitives

“…basic functions common to scholarly activity across disciplines, over time, and independent of theoretical orientation.”

John Unsworth. "Scholarly Primitives: What Methods Do Humanities Researchers Have in Common and How Might Our Tools Reflect This?" "Humanities Computing, Formal Methods, Experimental Practice" Symposium, Kings College, London, May 13, 2000. http://jefferson.village.virginia.edu/~jmu2m/Kings.5-00/primitives.html

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http://altmetrics.org/manifesto/

The JIF is appallingly open to manipulation; mature alt-metrics systems could be more robust, leveraging the diversity of of alt-metrics and statistical power of big data to algorithmically detect and correct for fraudulent activity. This approach already works for online advertisers, social news sites, Wikipedia, and search engines.

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http://impactstory.org/

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The IF is negotiable and doesn’t reflect actual citation counts

http://www.plosmedicine.org/article/info:doi/10.1371/journal.pmed.0030291

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The IF cannot be reproduced, even if it

reflected actual citations

http://jcb.rupress.org/content/179/6/1091.full

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The IF is not statistically sound, even if it were reproducible and reflected

actual citations

http://www.mathunion.org/fileadmin/IMU/Report/CitationStatistics.pdf

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The IF are more eff

http://iai.asm.org/content/early/2011/08/08/IAI.05661-11.full.pdf+html?view=long&pmid=21825063

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http://arxiv.org/abs/1205.4328

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http://impactstory.org/

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Reputation is nested in social network

Understanding influence and engagement in the open digital knowledge environment

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Commons-based peer production in the networked economy

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"commons-based peer production refers to any coordinated, (chiefly) internet-based effort whereby volunteers contribute project components, and there exists some process to combine them to produce a unified intellectual work. CBPP covers many different types of intellectual output, from software to libraries of quantitative data to human-readable documents (manuals, books, encyclopedias, reviews, blogs, periodicals, and more)”Krowne, Aaron (March 1, 2005). "The FUD based encyclopedia: Dismantling the Fear, Uncertainty and Doubt aimed at Wikipedia and other free knowledge sources". Free Software Magazine.

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From “Big” science to Networked science

Knowledge for local problem solving

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Conclusions• Leverage the various Open movement • Align the values of research with appropriate incentives and

recognition• Also need to align policies that are emerging from the top

with initiatives are rising from the bottom• Support for metadata standards and open licences• Recognition of non-proprietary and collaborative research

output from networked scholarship• Reward dissemination of research findings through multiple

means – beyond the journal• Move Prestige to Open Access• Participation in scholarly exchanges will be far more

inclusive and democratic ?

• Leverage the various Open movement • Align the values of research with appropriate incentives and

recognition• Also need to align policies that are emerging from the top

with initiatives are rising from the bottom• Support for metadata standards and open licences• Recognition of non-proprietary and collaborative research

output from networked scholarship• Reward dissemination of research findings through multiple

means – beyond the journal• Move Prestige to Open Access• Participation in scholarly exchanges will be far more

inclusive and democratic ?

Page 47: Emerging Trends in Scholarly Communication and the coming Decade of Open Access

Thank You! [email protected]

http://www.openoasis.org

http://www.bioline.org.br

http://www.openaccessmap.org