LIBER's Strategy Supporting The Roles of Libraries in the Open Science Environment
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A presentation given by LIBER vice-president Jeannette Frey in Budapest, 2016.
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LIBER's Strategy Supporting The Roles of Libraries in the Open Science Environment
- 1. LIBER's strategy supporting the roles of libraries in the open science environment Budapest, September 12, 2016 Jeannette Frey, Vice-president, LIBER
- 2. Outline • What is LIBER? • The LIBER strategy 2013-2017 • The LIBER strategy 2018-2022 • The LIBER strategy process • The results so far • The changing role of research libraries
- 4. What is LIBER ? • Founded in 1971 (Foundation under Dutch law from 2009) • More than 400 national, university and other libraries • Over 40 countries • Represent the interest of European research libraries in several key areas • Lobby policymakers • Collaboration with member libraries on European-funded projects • Create opportunities for library professionals
- 5. Where we are: LIBER Strategy 2013-2017
- 7. LIBER strategy 2013-2017 Steering Committee Scholarly Communication & Research Infrastructures Enabling Open Science. • Provide a forum for best practice • Support development of skills in RDM • Collaborate with stakeholders • Share information and developments in some areas like digital humanities • Develop best practice in use of metrics
- 8. LIBER strategy 2013-2017 Steering Committee “Reshaping The Research Library” Lead in Changing Scholarship • LIBER Leadership seminar • LIBER Journées programme • Digital Collections WG • Toolkits
- 9. LIBER strategy 2013-2017 Steering Committee “Advocacy & Communications” Shape Innovative Research • Develop and promote positions on topics relevant to research libraries • Increase uptake of TDM • Advocate policies and practices • Implementing Open Access • Shaping EU copyright
- 11. Strategy 2013-2017 Brainstorming LIBER Working Group Interview with researchers and stakeholders Strategy working group: Strategic directions LIBER annual conference 2016: Strategy café 7-8. 2016: Feedback from LIBER members 9-2016-2.2017: Strategy working group developes the Strategy plan 2.2017-7.2017: Strategy working group developes the implementation plan Presentation of new strategy at LIBER conference 2017 in Patras 10.2017: Launch of new LIBER strategy 2018- 2022
- 12. LIBER Strategy process 2018-2022 LIBER Strategy Café in Helsinki
- 13. Results so far: PEST Analysis Politics: • Libraries = Collaboration; Universities = Competition • Open Science embraced by research funders, universities and EU • Recognition of role of Libraries Economics: • Pressure on library budgets • Funding at European level (Horizon 2020) • Financial situation of LIBER is good and stable
- 14. Results so far: PEST Analysis Society: • Library is node in network of resources • Changing user needs changes in library’s services • Research data storage & sharing increases as a result of data-driven science Technology: • Migration to the cloud • Aggregation of content (example Europeana) • Increased need for identifiers (ORCID, ISNI…)
- 15. Results so far: Interviews of researchers • Be more involved in research creation process (supporting data management plan) • Be more visible and more proud • Open Access is the best structure for scholarly communication • If possible, take up a role in the development of Open Science infrastructures • Training and retraining in order to be able to adapt to the new system
- 16. Results so far: Interviews of stakeholders “Support the researcher by clarifying what Open Access publications and Research Data Management means” • Digital literacy is key • Revise the existing business models • Pay attention in the debate on knowledge commons • Research metrics are an issue
- 18. LIBER strategy 2018-2022 Vision statement • In 2022: • Open Access is predominant form of publishing • Research data is findable, accessible, interoperable and reusable (FAIR) • Digital skills underpin an open and transparent research life cycle • Research infrastructure is participatory, tailored and scaled to the needs of the diverse disciplines • Cultural heritage of tomorrow is distilled from today’s digital information
- 19. LIBER strategy 2018-2022 Strategic directions 2018- 2022 • Libraries as platform for innovative publishing • Libraries as a hub for digital skills and services • Libraries partnering in research infrastructure
- 20. LIBER strategy 2018-2022 Changing roles of research libraries
- 21. LIBER strategy 2018-2022 Changing roles of research libraries Libraries as platform for innovative publishing: • Develop innovative services on top of repository networks • Take a role in Open Access business models for journals • Be an Open Access publisher! • Manage research data • Use innovative metrics • Go into innovative peer review
- 22. LIBER strategy 2018-2022 Changing roles of research libraries Libraries as a hub for digital skills and services • Diversify digital skills of library staff • Change management • Influence copyright and legal matters • Be a hub for digital humanities and digital cultural heritage • Engage in information ethics
- 23. LIBER strategy 2018-2022 Changing roles of research libraries Libraries partnering in research infrastructure • Cooperate in development of interoperable and scalable infrastructures and services • Shared services & cloud services • Engage in semantic interoperability (LOD) • Data stewardship • Disciplinary partnership
- 24. Thank you!
Notes de l'éditeur
- - Dear Colleagues, - As the Vice-President of LIBER, it is my great pleasure to address you today with a presentation about - ”LIBER’s strategy supporting the roles of libraries in the open science environment”
- Indeed, at LIBER Board, we are currently in the process of formulation of the new LIBER Strategy 2018-2022 So today, I would like to give you some insights about the following topics: First, what is LIBER? The current LIBER strategy 2013-2017 The process and current state of the work on the new LIBER strategy 2018-2022 The results so far And end with an input about what we see so far regarding the changing role of research libraries
- - So first, what is LIBER?
- LIBER, Ligue des Bibliothèques Européennes de Recherche, was founded in 1971. Since then, the association – now a Foundation or Stichting under Dutch law - has grown steadily to include more than 400 national, university and other libraries from over 40 countries We work together to represent the interests of European research libraries, their universities and their researchers For example ,we lobby policymakers on issues such as Copyright and Open Access We collaborate with our member libraries on European-funded projects - an activity on which you will learn more about through the talk of from Melanie Imming, our LIBER Project Manager And we meet, we learn from each other, we share, and reflect through events such as our LIBER Annual Conference.
- So let’s begin… and we don’t begin with nothing, as LIBER has a strategy. For one remaining year, we base our work on the current LIBER strategy 2013-2017. This strategy was quite revolutionary, due to the hard work of Dr. Paul Ayris, who then was LIBER president – Paul has spared no effort on us! LIBER completely changed its structure From a former structure including lots of Working groups and Steering Committees, we switched to a structure with only 3 Steering Committee And really focussed on digital collections.
- So the current LIBER strategy consists of 3 strategic directions: ENABLE OPEN SCIENCE. LEAD IN CHANGING SCHOLARSHIP SHAPE INNOVATIVE RESEARCH
- As said, we completely restructered the LIBER Board to fit with this ambitious strategy. On the LIBER Board 3 Steering Committee are now in charge of the followup: - The Scholarly Communication & Research Infrastructure Committee is in charge of Strategic Priority nr. 1. Enable Open Science. This Steering Committee provided workshops at the LIBER annual conferences On LIBER Web site you will find their recommendation for RDM They worked with the EU Project FOSTER to provide online training modules for libraries. So far the course “Science at the Core of Libraries” is now available online as a result. Another action was to collect and create tools for RDM support services (an action still ongoing) and provide best practices in the use of metrics. The Committee also liaises with relevant associations and initiatives like COAR, or ARL.
- The second Steering Committee on LIBER Board, The Reshaping The Research Library Committee, is in charge of Strategic Priority number 2: Lead in Changing Scholarship Research libraries are operating in an era of unprecedented change … and opportunity. In this field, we offer support in leadership development at management level in libraries through LIBER Leadership seminar. This program is to be renewed in 2017 and you can currently candidate for this programme. Further, we help senior librarians to address major challenges in our rapidly changing environments through the LIBER Journées programme, also a programme to be renewed in 2017. Further, we empower LIBER members to develop and provide access to digital collections, through annual workshops and joints events on digital collections and we enable our members to get involved in EU projects related to digital collections We support best practices and networking through workshops and joint events And we do also provide toolkits available on the LIBER Website.
- The third strategic direction “Shape innovative research” is taken care of by the The Advocacy & Communications Steering Committee. They develop and promote positions on topics relevant to research libraries And provide members with tools to engage stakeholder on this issues. A first topic of interest for this steering committee is to Increase uptake of TDM in LIBER institutions. We advocated for policies and practices to support TDM They will provide Factsheet on this topic – it should be available in the days to come on LIBER Website We also increase awareness of TDM through the Future TDM project and organize Knowledge Cafés This Steering Committee is also supporting the Implementation of Open Access, what we did by establishing an Open Access Working Group. We will publish key messages on Open Access at the end of this year and hold a Webinar on Open Access implementation in June 2017 This Steering Committee also engages in the shaping of EU copyright reform through its Copyright working group.
- Alas, every strategy comes to an end, and so will the current LIBER strategy next year. That’s why we are now working on a new LIBER Strategy 2018-2022
- - To formulate a new LIBER strategy is quite a process (here in green what was already done, blue what is to come) We begun last year, by a discussion in the LIBER Board First we wanted to know what the researchers want, and how their needs will evolve in the years to come And what the stakeholders want. So we decided to gather their feedback through interviews Another point is to know how the broader context will evolve in the years to come. To better know this questions, a PEST analysis was done (PEST for: Politics, Economy, Society, Technology) With this inputs, we worded a proposal for the strategic directions This was presented at the last LIBER conference in Helsinki during the Strategy Café Member were able to give feedback, to priorize, etc. etc. We also had a panel discussion with representative of research library associations And finally, LIBER members could vote in a “stoplight vote” during the General Assembly of the members More input could be given by LIBER members through LIBER Website until the end of August And that’s were we are now, at the beginning of September The result of the whole process will be presented to LIBER members during LIBER conference 2017 in Patras And the new strategy will then go live in January 2018.
- May be you did participate, this was at the Strategy Café during LIBER annual conference in Helsinki. By the way, Matthijs van Ottegem, whom you can see here is the Head of our new Open Access working group
- So let’s have a first look into the results of the process so far: First, results of the PEST analysis On the side of the Politics it was said that: - There is Collaboration between libraries … while universities compete - In was also confirmed that Open Science is increasingly embraced by research funders, universities and EU - And that there is a real recognition of the role libraries in programmes, such as the Digital Agenda for Europe - That being, as research libraries, we should: - Push for libraries to collaborate more - As Open Science is really moving forward and Open Access seems unstoppable - And Open research data transits from awareness to action - But it will be a challenge to live up to this role On the Economics side, it was said that: - There is Pressure on library budgets as a result of economic crisis - But presently there is funding available at European level (especially under Horizon 2020) - Regarding LIBER, the Financial situation of LIBER is good and stable. - But yes, pressure on budgets will continue: there will be an increased need for efficiency and resource sharing - But also to find new funding resources, such as project subsidies, or public-private partnerships - And European funding could decrease after 2020
- - Regarding evolution of Society, it was said that: - Libraries are nodes in the network of resources, as a result of how users access information - But changing user needs makes changes in library’s service necessary - And the needs for Research data storage and sharing will increases as a result of data-driven science - As a result, libraries will be in growing need to collaborate with each other and with other stakeholders And library services will need to change, for example to offer research data management services - Librarian skill profile will therefore change too, more diverse skills will be needed - And as Open research data transits from awareness to action, - There will be a Pressure to provide more cost effective solutions - Last but not least, on the Technology side: - A Migration to the cloud is currently happening And that goes along with aggregation of content (example Europeana) For research libraries, this means: - That multi-tenant cloud library management systems are needed to enable collaboration between libraries without formal collaboration structures - That we must follow closely the European Open Science Cloud for Research initiative That Business models for aggregations is needed - as funds dry up There is also a Increasing need for identifiers (ORCID, ISNI etc) And an Increasing number of tools for researchers to discover, analyse, write, publish, and archive.
- As said, as a second input, we did interviews with researchers. What did they tell us? -First, that Libraries should be more involved in the research creation process such as supporting data management plans et cetera. - In other words: provide broader services to the researchers. - And obviously, we are not visible enough. They told us that libraries should make themselves more visible and be more proud of themselves. Libraries should build on the very good reputation they have Researchers are very keen on Open access. For them, it is the best social, legal and economic structure for scholarly communication The more we support Open Access, the better For them, libraries are well-positioned to take up a role in the development of Open Science infrastructures in the various disciplines But they also admitted that often, libraries are insufficiently equipped, especially because of the lack of adequate skills among library staff members Training and retraining is needed in order to adapt to the new system by focusing on those people, both researchers and library staff, that are entering the system so that they have the skills and the knowledge to really embody openness.
- - OK so far for the feedback of the researchers, We then went further and wanted to have some feedback from the stakeholders. - We asked EUA, COAR, EUROCRIS, ALLEA, EARMA, ARL for they input. Their overall take away message is the following: Support the researcher by clarifying what Open Access publications and Research Data Management means. This should be part of their education! The stakeholders understand that it is always difficult to change roles. They observed that Research libraries were in the recent past somewhat defensive with regard to their ‘old’ roles. But for them, research libraries will have a central role in the new Open Access scholarly communication system and probably a much larger role. However, this role cannot and should not be measured in terms of money, as it is possible that the library budgets will be diminished in the new system - The importance of digital information skills was emphasized: digital literacy is key for library staff members and for researchers! The stakeholders also pointed out that there is a strong issue about business model: Some of them see parallels between SciHub now and Napster in the music industry in the recent past: Napster preceded a total revolution in the music industry that is now embodied by Spotify. Therefore libraries and publishers should consider a revision of their existing business models. And some of them said that we should pay attention to the debate on knowledge commons as there are clear oligopolistic developments regarding new tools and platforms for researchers (for example Google Scholar and ResearchGate). Here, they think that research libraries have to play a watchdog function. To finish, some stakeholders would like to cooperate with LIBER regarding metrics.
- - With theses inputs we went further and tried to formulate a vision statement for the new LIBER Strategy 2018-2022
- And we ended up so far with the following vision statement In 2022: Open Access is the predominant form of publishing Research data is findable, accessible, interoperable and reusable (FAIR) Digital skills underpin a more open and transparent research life cycle Research infrastructure is participatory, tailored and scaled to the needs of the diverse disciplines Cultural heritage of tomorrow is distilled from today’s digital information
- This vision statement led us to the following 3 Strategic Directions for 2018-2022: - Libraries as platform for innovative publishing - Libraries as a hub for digital skills and services - Libraries partnering in research infrastructure
- As we can see, such a vision and such strategic direction mean that there will be a change in the roles of research libraries .
- How does this “changing roles” look alike? The strategic direction “Libraries as platform for innovative publishing” Means that research libraries develop innovative services on top of the repository networks Or some research libraries will develop a role in Open Access business models for journals or become an Open Access publishers themselves Research libraries will embrace Research data management and implement services regarding FAIR research data such as support for data management during research projects and support for data archives or data repositories to store and publish research datasets, and linking data to publications. Regarding Innovative metrics research libraries will develop in collaboration with other stakeholders innovative metrics meant to monitor and evaluate research - And: research libraries will also taka a role in the development of innovative peer review. .
- - “Libraries as a hub for digital skills and services”, supposes changing roles as we will - Diversify digital skills of library staff members - Research libraries will also do a lot of change management : this theme might be incorporated in the LIBER leadership programme. - Our service development philosophy will also change: research libraries will embrace philosophy based on co-design/user-centred design - Research libraries will also influence Copyright and legal matters at the policy level and provide advice and guidance for researchers. And we will support the uptake of Text and data mining And position ourselves as a hub for digital humanities and digital cultural heritage In the digital environment, the norms and standards regarding ethical behaviour are changing and adapting to technological possibilities. Libraries will engage in and advocate for developing information ethics in the interest of the research community.
- - Finally the third strategic direction “Libraries partnering in research infrastructure” we will address the changing roles in technical aspects: research libraries will cooperate in the creation and development of interoperable and scalable infrastructures and services that support sustainable knowledge Research libraries will move to shared services & cloud services that need a solid foundation regarding funding, governance, trust and an evolving technical and social infrastructure. Open Science Cloud (OSC) is an example Another example are shared services with regard to long-term preservation Research libraries will be a player in Semantic interoperability; open (linked) data and big data: research libraries are experts in metadata and ontologies and will take a leadership role and engage to ensure interoperability and accessibility of content. Research libraries will also go into Data stewardship, the development of criteria and guidelines regarding data stewardship and data curation But requirements will not be the same for all disciplines. That’s why research libraries will engage in Disciplinary partnership.
- Well, as you see, there is plenty of work to be done and lots of challenges and opportunities in the air for research libraries. And we, at LIBER, will be here to help research libraries to meet these challenges and to take up these opportunities for the best of your communities! Thanks you for your attention…
- … and I’m here to answer your questions!