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Libraries as drivers of Open Access




Izaskun Lacunza
LIBER executive director

Izaskun.lacunza@kb.nl
www.libereuope.eu



 TURKISH WORKSHOP ON OPEN ACCESS. MEDOANET 8-9 november 2012
 What is LIBER?
 Why and how LIBER supports OA?
 How RPO’s can support OA?
 Role of libraries in OA movement
 What is LIBER?
 Why and how LIBER supports OA?
 How RPO’s can support OA?
 Role of libraries in OA movement
What is LIBER?
 Largest network of European research/academic libraries:
    425 institutions
    40 countries


 LIBER's network covers the whole Europe and beyond.

 20 Turkish members
Why is there a need of network?

 Libraries: not islands anymore
 Building services trough cooperation
 Stronger voice in Europe
 Facing together challenges of new information science
  environment
 Projects together
How does LIBER WORK?

                       MEMBERS
                       Workforce; ideas; needs;
                       dissemination

                       EXECUTIVE BOARD
                       Strategy, representation, lobby

                       STEERING COMMITTEES (and
                       working groups)
                       Execution of the strategy

                       LIBER OFFICE
                       Relationship with members, support to
                       EB and SCs, EC projects, strategy
                       accountability, lobby, representation
LIBER’s main activities
                                Coming soon:
STRATEGIC PLAN (2009-2012)         NEW
                                 STRATEGY


                                   OPEN
 Scholarly Communication         ACCESS



 Digitization and Resource Discovery

 Heritage Collections and Preservation

 Organization and Human Resources

 LIBER Services
LIBER’s main activities (2)

 Participation in EU projects

 Lobbying

 Publications

 Annual Conference

 Networking
Participation in EU projects
CONTENT
 Europeana Libraries           WHY DO WE PARTICIPATE?
                                DISSEMINATION OF RESULTS
 Europeana Newspapers
                                 RESEARCH LIBRARIES
INFRAESTRUCTURE                 REPRESENTATION in projects
                                with many stakeholders
 Aparsen                        EC PROJECTS AS A MEANS
                                TO REALISE THE STRATEGY
 ODE                            BRING LIBER MEMBERS ON
                                BOARD OF PROJECTS
POLICIES
 MedOAnet
Opportunties for Data Exchange (ODE)
 Analize the challenges of research data

       How do we assure correct data sharing?
       Ho do we assure re-use?
       How do we assure preservation?
       What is the role of different stakeholders?

 Two reports: Linking Data to Publications, Best Practice in Data Citation (2011)
 & the Role of Libraries in Data Exchange (2012)
Alliance for Permanent Access to the Record
of Science in Europe Network (APARSEN)
 Project to create a Virtual Central of Excelence in Digital preservation



 Digital preservation roadmap for libraries based on a survey of experts
  from national and research libraries
Europena Libraries

 The Europeana Libraries project is working to make 5 million digital
  objects from 19 leading European research libraries freely accessible on
  The European Library and Europeana websites.

 Opening of the aggregation service of TEL to research libraries

 New European Library Portal
Europeana Newspapers
 Provide more than 18 million newspaper pages to the EUROPEANA service

 Digitization refinement process (OCR, OLR and EDM)
Mediterranean Open Access Network (MedOAnet)

 Coordination of Open Access policies in the region (through surveys, task
  forces, workshops)

 Survey of stakeholders in each region
Lobbying - examples
 Copyright
    LIBER signs MoU on Out of Commerce Works on behalf of European
    Research Libraries
 Digitisation
    LIBER’s expression of interest for involvement in the EU Digital Agenda
 European Research Area
    LIBER response to the EC survey on Scientific Information in the Digital
    Age
LIBER Annual Conference
 The largest European conference of research libraries




                    You are welcome to participate

  2012 – Tartu, Estonia
  2013 – Munich, Germany
  2014 – Varna, Bulgary
 What is LIBER?
 Why and how LIBER supports OA?
 How RPO’s can support OA
 Role of libraries in OA movement
Why OA?

 Researchers: Visibility, usage, rights, new ways of research (data driven)

 Institutions: equal access to information (World Health Organization paper)

 Society: free access to knowledge, helps building knowledge society

 SMEs: access to information
Green OA. Repositories by country


                         Source:
                         OpenDOAR (1
                         November 2012)
Green OA. Type of content in repositories


                           Source: OpenDOAR (1
                           November 2012)
Gold OA.

           More than 8000 OA
           journals (DOAJ, 1
           november 2012)
Gold OA. Some issues to note

 Hybrid journals

 Avoid double dipping

 Extensive usage rights: a must to OA journals
OA in the European Union
European Research Area (ERA)
                                                   Scholarly
                                                 communication
 World class research infraestructure          embeded in the RI
 Stronger research organizations
 Sharing knowledge

Horizon 2020
                                         Clear role for research
 Open Access to reseach papers                 libraries!

 Open Access to open data (pilot)
OA in the European Union (2)
POLICIES
 FP7 pilot on OA
 H2020: OA to publications, pilot on data
 RCUK: OA policy
 Welcome Trust: OA policy
 National funding agencies

INFRASTRUCTURE
 Institutional repositories: Growing in content, interoperability, services (OpenAire,
   OpenAirePlus, COAR)

 OA journals

AWARENESS
 Increasing awareness of researchers
LIBER and OA

 LIBER strongly believes in OA to research outputs as a means to build
  the European Research Area and to encourage Open Scholarship and
  Open Knowledge

 LIBER and LIBER members participate in multiple projects around Open
  Access

 LIBER strongly collaborates with COAR and SPARC in building a pro-Open
  Access policy making atmoshpere and a research infraestructure to
  support it
LIBER and OA. Key areas
 Lobbying to estimulate OA policies along Europe
     MedOAnet
     Lobbying at the European Comission

 Supporting the building of an OA Scholarly communication infraestructure
  in Europe and exploring new business models for Gold OA

     LIBER members participating in OpenAire and OpenAire plus
     LIBER supporting DART (OA e-thesis portal) for members

 Exploring the role of libraries in research data management
     Opportunities for data exchange (ODE)
     What is the role of libraries? What skills are needed? How can LIBER work for
      research libraries to be identified as keystakeholders in the research data
      management?
DART Europe OA e-theses portal

 Portal for discovery of European research theses in Open Access
   Run by UCL (University College London) for LIBER
   At http://www.dart-europe.eu

 360.336 research theses available (1 November2012)
   o from 523 European Universities
   o in 27 European countries
Open Access to research theses

Theses freely available in
   Open Access are more heavily
   used than paper equivalents
 Example: Dublin City
   University, 2009
 518 consultations of
   paper theses
 16,212 downloads for
   the equivalent digital theses
                                   See: Hill, R. and Moyle, M. (2010)
                                        http://discovery.ucl.ac.uk/19955
 What is LIBER?
 Why and how LIBER supports OA?
 How RPO’s can support OA?
 Role of libraries in OA movement
How can RP0’s support OA?

“The LERU Roadmap towards Open Access”, Position paper from
  LERU (League of European Research Libraries) as a roadmap
  towards OA in universities

LERU Roadmap could be adopted by any RPO interested in
  exploring the OA road
LERU Roadmap towards Open Access
   Open Access needs to be viewed in the wider context
    of Open Scholarship and Open Knowledge

   Each LERU University could consider appointing a senior Officer
    to act as Open Access champion

   Some LERU Universities are interested in collaborations over
    Open Access publishing, particularly for Open Access monograph
    publishing in the Arts, Humanities and Social Sciences
LERU roadmap. The Green route
LERU roadmap. The Green route                                  MedOAnet survey: 2/3
                                                                  Turkish Universities
                                                                   have an IR (key to
 Institutional repositories provide a basis for Open Access      support Green OA)
  approaches Costs vary from €30,000 - €242,000 per year in
  the UK
 Communications Strategy of the Green route needed to            Clear about what and
                                                                    when (MedOAnet
  support advocacy                                               survey: 5 universities in
                                                                  Turkey do not specify
 Universities need to be clear about what type of material is            when
  being deposited
 Open Access Strategy should be embedded in pan-University
  Strategies
                  Research
                  Copyright
                  Teaching & Learning
LERU roadmap. The Green route                                              MedOAnet
                                                                                 survey: 15
                                                                                  Turkish
                                                                              universities out
                                                                              of 29 RPOs have
                                                                                  a policy
            LERU Universities can consider adopting Open Access
             mandates at an institutional level
            Authors should not assign their copyright to publishers
                  Better model is for authors to grant non-exclusive rights to an author to
                   publish
Work to be done
  in this area.  Research data, once made available in Open Access, opens up
   MedOAnet
survey: there is
                   opportunities for re-use and collaboration
   not enough
  awareness of
copyright issues in
     Turkey
LERU roadmap. The Green route
 There is a gap in the current European infrastructure for long-
  term secure digital preservation
    Certainly as concerns Open Access repositories and Open Access
     journals
                               MedOAnet
                               survey: 2/3
                                  Turkish
                            institutions have
                              no policies re:
                                long term
                              preservation
LERU roadmap. The Gold route
LERU roadmap. The Gold route
 Changes are taking place in scholarly publishing across the
  world
 Sustainable Business Models for Gold Open Access publishing
  need to be developed
 Two models currently exist
    Full Open Access journals
    Hybrid Journals, which allow Author-Pays charges. Problem of ‘double
     dipping’ should be addressed
LERU roadmap. The Gold route
 LERU could investigate reductions in Author Payment charges
  with publishers and membership fees with Open Access
  publishers

 Changes to existing publishing models will incur transition costs
    LERU and/or other Universities can work with other stakeholders to
     leverage funding


 LERU institutions can work with Open Access monograph
  publishers
LERU roadmap. The Gold route

 There is a need for a cross-institutional study to identify
  University commitments to the current publishing models
   Authorships
   Peer reviewing
   Membership of Editorial Boards
 Resulting study would act as a baseline for future
  developments into the Open Access arena
The role of libraries in the OA movement
The role of libraries in the OA movement
                FUNDING AGENCIES
                Bottom-up iniciatives
                                         OPEN DATA


                                         INSTITUTIONAL
PUBLISHERS                                  REPOSITORIES
               RESEARCH LIBRARIES
OA Friendly                              In liason with IT
licences
                                         RESEARCHERS
Gold OA
projects                                  Advocacy (self
                                           archiving, copyright,
                                           etc)
               INSTITUTIONAL BOARDS
                                          Training
               Mandates, advocay
               programmes
LIBER’s main communication channels
Website:   www.libereurope.eu

LinkedIn: LIBEReurope

Twitter:   @LIBEReurope

                   FOLLOW LIBER
JOIN LIBER!
Become a




  See the following links for the membership benefits and
  application form

       Any questions or ideas? Contact us at liber@kb.nl

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Libraries as drivers of Open Access

  • 1. Libraries as drivers of Open Access Izaskun Lacunza LIBER executive director Izaskun.lacunza@kb.nl www.libereuope.eu TURKISH WORKSHOP ON OPEN ACCESS. MEDOANET 8-9 november 2012
  • 2.  What is LIBER?  Why and how LIBER supports OA?  How RPO’s can support OA?  Role of libraries in OA movement
  • 3.  What is LIBER?  Why and how LIBER supports OA?  How RPO’s can support OA?  Role of libraries in OA movement
  • 4. What is LIBER?  Largest network of European research/academic libraries:  425 institutions  40 countries  LIBER's network covers the whole Europe and beyond.  20 Turkish members
  • 5. Why is there a need of network?  Libraries: not islands anymore  Building services trough cooperation  Stronger voice in Europe  Facing together challenges of new information science environment  Projects together
  • 6. How does LIBER WORK? MEMBERS Workforce; ideas; needs; dissemination EXECUTIVE BOARD Strategy, representation, lobby STEERING COMMITTEES (and working groups) Execution of the strategy LIBER OFFICE Relationship with members, support to EB and SCs, EC projects, strategy accountability, lobby, representation
  • 7. LIBER’s main activities Coming soon: STRATEGIC PLAN (2009-2012) NEW STRATEGY OPEN  Scholarly Communication ACCESS  Digitization and Resource Discovery  Heritage Collections and Preservation  Organization and Human Resources  LIBER Services
  • 8. LIBER’s main activities (2)  Participation in EU projects  Lobbying  Publications  Annual Conference  Networking
  • 9. Participation in EU projects CONTENT  Europeana Libraries WHY DO WE PARTICIPATE? DISSEMINATION OF RESULTS  Europeana Newspapers  RESEARCH LIBRARIES INFRAESTRUCTURE REPRESENTATION in projects with many stakeholders  Aparsen  EC PROJECTS AS A MEANS TO REALISE THE STRATEGY  ODE  BRING LIBER MEMBERS ON BOARD OF PROJECTS POLICIES  MedOAnet
  • 10. Opportunties for Data Exchange (ODE)  Analize the challenges of research data  How do we assure correct data sharing?  Ho do we assure re-use?  How do we assure preservation?  What is the role of different stakeholders?  Two reports: Linking Data to Publications, Best Practice in Data Citation (2011) & the Role of Libraries in Data Exchange (2012)
  • 11. Alliance for Permanent Access to the Record of Science in Europe Network (APARSEN)  Project to create a Virtual Central of Excelence in Digital preservation  Digital preservation roadmap for libraries based on a survey of experts from national and research libraries
  • 12. Europena Libraries  The Europeana Libraries project is working to make 5 million digital objects from 19 leading European research libraries freely accessible on The European Library and Europeana websites.  Opening of the aggregation service of TEL to research libraries  New European Library Portal
  • 13. Europeana Newspapers  Provide more than 18 million newspaper pages to the EUROPEANA service  Digitization refinement process (OCR, OLR and EDM)
  • 14. Mediterranean Open Access Network (MedOAnet)  Coordination of Open Access policies in the region (through surveys, task forces, workshops)  Survey of stakeholders in each region
  • 15. Lobbying - examples  Copyright  LIBER signs MoU on Out of Commerce Works on behalf of European Research Libraries  Digitisation  LIBER’s expression of interest for involvement in the EU Digital Agenda  European Research Area  LIBER response to the EC survey on Scientific Information in the Digital Age
  • 16. LIBER Annual Conference The largest European conference of research libraries You are welcome to participate 2012 – Tartu, Estonia 2013 – Munich, Germany 2014 – Varna, Bulgary
  • 17.  What is LIBER?  Why and how LIBER supports OA?  How RPO’s can support OA  Role of libraries in OA movement
  • 18. Why OA?  Researchers: Visibility, usage, rights, new ways of research (data driven)  Institutions: equal access to information (World Health Organization paper)  Society: free access to knowledge, helps building knowledge society  SMEs: access to information
  • 19. Green OA. Repositories by country Source: OpenDOAR (1 November 2012)
  • 20. Green OA. Type of content in repositories Source: OpenDOAR (1 November 2012)
  • 21. Gold OA. More than 8000 OA journals (DOAJ, 1 november 2012)
  • 22. Gold OA. Some issues to note  Hybrid journals  Avoid double dipping  Extensive usage rights: a must to OA journals
  • 23. OA in the European Union European Research Area (ERA) Scholarly communication  World class research infraestructure embeded in the RI  Stronger research organizations  Sharing knowledge Horizon 2020 Clear role for research  Open Access to reseach papers libraries!  Open Access to open data (pilot)
  • 24. OA in the European Union (2) POLICIES  FP7 pilot on OA  H2020: OA to publications, pilot on data  RCUK: OA policy  Welcome Trust: OA policy  National funding agencies INFRASTRUCTURE  Institutional repositories: Growing in content, interoperability, services (OpenAire, OpenAirePlus, COAR)  OA journals AWARENESS  Increasing awareness of researchers
  • 25. LIBER and OA  LIBER strongly believes in OA to research outputs as a means to build the European Research Area and to encourage Open Scholarship and Open Knowledge  LIBER and LIBER members participate in multiple projects around Open Access  LIBER strongly collaborates with COAR and SPARC in building a pro-Open Access policy making atmoshpere and a research infraestructure to support it
  • 26. LIBER and OA. Key areas  Lobbying to estimulate OA policies along Europe  MedOAnet  Lobbying at the European Comission  Supporting the building of an OA Scholarly communication infraestructure in Europe and exploring new business models for Gold OA  LIBER members participating in OpenAire and OpenAire plus  LIBER supporting DART (OA e-thesis portal) for members  Exploring the role of libraries in research data management  Opportunities for data exchange (ODE)  What is the role of libraries? What skills are needed? How can LIBER work for research libraries to be identified as keystakeholders in the research data management?
  • 27. DART Europe OA e-theses portal  Portal for discovery of European research theses in Open Access Run by UCL (University College London) for LIBER At http://www.dart-europe.eu  360.336 research theses available (1 November2012) o from 523 European Universities o in 27 European countries
  • 28. Open Access to research theses Theses freely available in Open Access are more heavily used than paper equivalents  Example: Dublin City University, 2009  518 consultations of paper theses  16,212 downloads for the equivalent digital theses See: Hill, R. and Moyle, M. (2010) http://discovery.ucl.ac.uk/19955
  • 29.  What is LIBER?  Why and how LIBER supports OA?  How RPO’s can support OA?  Role of libraries in OA movement
  • 30. How can RP0’s support OA? “The LERU Roadmap towards Open Access”, Position paper from LERU (League of European Research Libraries) as a roadmap towards OA in universities LERU Roadmap could be adopted by any RPO interested in exploring the OA road
  • 31. LERU Roadmap towards Open Access  Open Access needs to be viewed in the wider context of Open Scholarship and Open Knowledge  Each LERU University could consider appointing a senior Officer to act as Open Access champion  Some LERU Universities are interested in collaborations over Open Access publishing, particularly for Open Access monograph publishing in the Arts, Humanities and Social Sciences
  • 32. LERU roadmap. The Green route
  • 33. LERU roadmap. The Green route MedOAnet survey: 2/3 Turkish Universities have an IR (key to  Institutional repositories provide a basis for Open Access support Green OA) approaches Costs vary from €30,000 - €242,000 per year in the UK  Communications Strategy of the Green route needed to Clear about what and when (MedOAnet support advocacy survey: 5 universities in Turkey do not specify  Universities need to be clear about what type of material is when being deposited  Open Access Strategy should be embedded in pan-University Strategies Research Copyright Teaching & Learning
  • 34. LERU roadmap. The Green route MedOAnet survey: 15 Turkish universities out of 29 RPOs have a policy  LERU Universities can consider adopting Open Access mandates at an institutional level  Authors should not assign their copyright to publishers  Better model is for authors to grant non-exclusive rights to an author to publish Work to be done in this area.  Research data, once made available in Open Access, opens up MedOAnet survey: there is opportunities for re-use and collaboration not enough awareness of copyright issues in Turkey
  • 35. LERU roadmap. The Green route  There is a gap in the current European infrastructure for long- term secure digital preservation  Certainly as concerns Open Access repositories and Open Access journals MedOAnet survey: 2/3 Turkish institutions have no policies re: long term preservation
  • 36. LERU roadmap. The Gold route
  • 37. LERU roadmap. The Gold route  Changes are taking place in scholarly publishing across the world  Sustainable Business Models for Gold Open Access publishing need to be developed  Two models currently exist  Full Open Access journals  Hybrid Journals, which allow Author-Pays charges. Problem of ‘double dipping’ should be addressed
  • 38. LERU roadmap. The Gold route  LERU could investigate reductions in Author Payment charges with publishers and membership fees with Open Access publishers  Changes to existing publishing models will incur transition costs  LERU and/or other Universities can work with other stakeholders to leverage funding  LERU institutions can work with Open Access monograph publishers
  • 39. LERU roadmap. The Gold route  There is a need for a cross-institutional study to identify University commitments to the current publishing models Authorships Peer reviewing Membership of Editorial Boards  Resulting study would act as a baseline for future developments into the Open Access arena
  • 40. The role of libraries in the OA movement
  • 41. The role of libraries in the OA movement FUNDING AGENCIES Bottom-up iniciatives OPEN DATA INSTITUTIONAL PUBLISHERS REPOSITORIES RESEARCH LIBRARIES OA Friendly  In liason with IT licences RESEARCHERS Gold OA projects  Advocacy (self archiving, copyright, etc) INSTITUTIONAL BOARDS  Training Mandates, advocay programmes
  • 42. LIBER’s main communication channels Website: www.libereurope.eu LinkedIn: LIBEReurope Twitter: @LIBEReurope FOLLOW LIBER
  • 43. JOIN LIBER! Become a See the following links for the membership benefits and application form Any questions or ideas? Contact us at liber@kb.nl