Monday, October 1, 2018

1:00pm- 1:15pm

Welcome and Opening Remarks (Mason Room)
Marcie Granahan, Executive Director, NFAIS

1:15pm- 2:00pm

Opening Keynote (Washington/Jefferson Room)
Examining the Open Access Market, Trends and its Impact [Slides]
Ann Michael, President and founder, Delta Think

As Open Access continues to grow, new opportunities, trends, and concerns emerge. Ann Michael will present the latest updates from Delta Think’s extensive ongoing investigation of Open Access. The Delta Think market sizing analysis will have been published within days of the conference. The analysis will highlight how the OA market has grown over the past several years, trends in Article Processing Charges (APCs), and specific data on the market impact of hybrid journals.

The presentation will also identify established and emerging trends in OA, starting the conversation at the conference and setting the stage for many of the topics to be discussed. For example, are there new or emerging OA business models and deal structures? What are they and how might they impact the ecosystem? Have funder requirements changed? How might they evolve? How do the trends in OA publishing impact researchers, institutions, libraries, and funders? How do they impact the various types of publisher (large versus small, society/association versus commercial, fully OA versus mixed model)?

2:00pm- 2:45pm

Plenary Session (Washington/Jefferson Room)
Enriched Content Strategies Supporting Open Engagement with the 3Ps (Peers, Public, and Policy-Makers) [Slides]
Donald Samulack, President of US OperationsEditage / Cactus Communications

In this era of fake news rhetoric, the public trust in traditional journalistic integrity is waning. However, study after study shows that trust in academic research integrity is consistently high. Along with these trends has been an academic call for Open Access to publications that are funded by public funds. This movement has evolved into an Open Science attitude by many funding agencies in the United States and the European Union. Along with this movement is a growing call for researchers to self-advocate and to be more involved in the communication of their research beyond their traditional academic peer audiences. Researchers are being encouraged to talk about their research with peers outside of their disciplines (cross-disciplinary intellectual fertilization), as well as with the public at large, and with local, municipal, state, and federal policy-makers.

While these movements are under foot, it does not mean that all researchers are comfortable with expanding their communication habits beyond academic conversations at conference venues and in the form of journal publications or opinion pieces. Don Samulack provides an overview of the challenges, describes some of the models and movements taking place, and offers suggestions regarding tools that researchers can leverage to begin to come out of their labs and be vocal (and visible) in ways that are within their comfort zone.

2:45pm- 3:00pm 

 Networking Break

3:00pm- 4:10pm

Panel Session (Washington/Jefferson Room)

Read & Publish: Supporting the Transition to Open Access [Slides]
Jennifer GriffithsEditorial Development ManagerRoyal Society of Chemistry

Read & Publish is the latest in a series of initiatives the Royal Society of Chemistry is offering to support the transition to open access (OA) publishing. The Read & Publish model comprises two aspects, a fee for subscription content, and a fee that allows authors at the institute in question to publish open access in our hybrid journals. Our first agreement was with The Max Planck Society in 2017, and now MIT has become the first US university to implement a Read & Publish model. The RSC’s Read & Publish model includes a transition period in which we take into account the changing amount of paywalled content. We currently have authors from over forty institutions publishing through this model with a CC-BY license. Our systems provide reporting to librarians about output from their university and their authors’ behavior such as opt-outs. Increasing the access to research and the dissemination of knowledge is integral to the mission of a learned society, and we believe the model facilitates a smooth transition to open access, while allowing us to financially sustain our mission as a charitable organization.

Open Access Model Innovation [Slides]
Kamran NaimDirector of Partnerships and InitiativesAnnual Reviews  

The OA movement has gained increasing momentum in recent years.  However, the predominant approach -- supported by author fees -- has only been successful for primary research literature in well- funded disciplines and under specific funder mandates. These approaches do not work well for long-form expert-invited review publications of the kind published by Annual Reviews, or for the vast amount of scholarly content published in disciplines where resources and funder support are more limited.

AR believes strongly in the value of delivering our content to the widest possible audience, and consequently has developed a transitional path to OA for our journals which has broad potential relevance for scholarly publishing. This model -- called Subscribe to Open -- aims to transition existing relationships with customer libraries through subscriptions, to support for publishing content OA. Subscribe to Open provides an innovative open access approach, without charge to authors and readers, whilst transitioning libraries from customers to stakeholders.

4:10pm- 5:00pm

Plenary Session (Washington/Jefferson Room)
Revolutionizing Workflow with Digital First, Open Source Technology [Slides]
Alison O'ConnellEditoria Community ManagerCollaborative Knowledge Foundation

chris_kenneally.jpg - 42.27 Kb

Publishers face challenges from transition to new business model (OA, Preprints, etc.) from controlling vendor costs, typesetting costs, proprietary SaaS vendor costs, control over data associated with their publishing programs, delays in workflow associated with business models, to technology based on outdated print workflows. Open Source technology, which we already use in many areas of our everyday lives, offers solutions to these problems in the publishing industry. Emerging organizations committed to Open Source are developing tools that are optimized to help publishers of journals, books, and micropublications take back control over their schedules, budgets, and program data.

University of California Press is one such publisher who is revolutionizing their journal (Collabra Psychology via xPub) and book workflows (Luminos and American Studies Now! imprints via Editoria) in collaboration with the Collaborative Knowledge Foundation (Coko).

Learn about how this partnership adds value to workflows for different stakeholders including: authors, production staff, press leadership, and ultimately researchers and readers. This session will address how publishers can more sustainably adopt and support open access submissions through a more tactical approach—using open source. 


Tuesday, October 2, 2018

8:00am - 8:30am

Continental Breakfast (Washington/Jefferson Foyer)

8:30am - 9:15am

Plenary Session (Washington/Jefferson Room)
The US Department of Energy Model for Providing Public Access to its Scholarly Publications-And the Relationship to OA [Slides]
Carly Robinson, Senior Product Strategist and Senior Science Advisor, Department of Energy (DOE) Office of Scientific and Technical Information (OSTI) 

The Department of Energy (DOE) Office of Scientific and Technical Information (OSTI) is the agency office leading the effort to provide access to DOE-funded journal article accepted manuscripts, as described in the DOE Public Access Plan. OSTI fulfills the agency-wide responsibilities to collect, preserve, and disseminate research results emanating from DOE-funded R&D activities, including providing access to journal article accepted manuscripts in the DOE PAGES discovery tool that is developed and maintain by OSTI. OSTI provides public access to these journal article accepted manuscripts through the use of a government purpose license, which is generally in sync with green Open Access policies.

9:15am- 10:30am

Panel Session (Washington/Jefferson Room)

[email protected] and Elsevier: Broad Partnership to Open Up Accepted Manuscripts [Slides]
Chelsea Dinsmore, MLIS, Director Digital Production Services, George A. Smathers Library, University of Florida, and Letitia Mukherjee, Marketing Development Manager, Elsevier

The George A. Smathers at the University of Florida (UF) and Elsevier have recently completed Phase II of a unique collaboration to make articles by UF authors accessible through the university’s institutional repository, [email protected] In Phase I, articles by UF authors were discoverable through the [email protected] and the published version was accessible to users with licensed access to Elsevier. Now, in Phase II, users without a license can discover, view and download the author manuscripts through the [email protected], making articles by UF authors published since 2015 open to all users. Chelsea Dinsmore, Director Digital Production Services, George A. Smathers Library, University of Florida and Letitia Mukherjee, Market development manager from Elsevier will describe the collaboration and demonstrate this new service that is being piloted to provide public access to published articles and author manuscripts from Elsevier journals published by their authors. 

Creating Solutions in Promoting Open Access Scholarship [Slides]
Promita ChatterjiProduct Marketing Manager, bepress

Bepress and SSRN recently announced a joint pilot to explore integration between their two platforms with the participation of Columbia Law School’s Arthur W. Diamond Law Library and University of Georgia School of Law’s Library.

This pilot explores potential solutions to the obstacles that professional schools and their libraries face in promoting their open access scholarship. The initial pilot offers one possible model for demonstrating the increased reach of legal scholarship when work is available through an open access repository as well as a specialized network of peers, by simplifying population of and aggregating research impact from both platforms.

Promita Chatterji shares the thinking that went into this initiative, the benefits for authors—its impact on legal scholarship, and what implications it may have on traditional open access models and the overall market. 

Open Access in Corporate Libraries: Fiction or Fact
Marija Markovic, Copyright and library consultant [Slides], and Scott AhlbergChief Operations Officer, Reprints Desk [Slides]

Copyright and Open Access matters are intertwined in the corporate library world. So much of the Open Access movement has focused on academia, that it may be easy to forget that corporations are consumers of Open Access content, too. Corporate librarian content management roles often come with obligatory copyright and Open Access hats. While corporate librarians have advocated the benefits of Open Access movement and its contribution to the progress of science, be it due to the misconceptions related to Open Access terms of use or suspiciousness about access offered for free, Open Access adoption at corporate libraries has historically been considered unhurried and somewhat problematic because of questions surrounding commercial use. This presentation discusses Open Access adoption trends at corporate libraries and a promising incline in utilization of Open Access content at corporate libraries in different industries considering data collected over a span of four years, with comparative views from the desks of information access integrator and content delivery provider and that of a corporate librarian. Observations on commercial use of Open Access content will also be offered.

10:30am- 10:45am

Networking Break

10:45am- 11:30am

Plenary Session (Washington/Jefferson Room)
Open Access – A publisher’s view [Slides]
Stephanie Diment, Director, Publishing Development, Wiley US 

This session will examine open access from a publisher perspective and who and what play a role in the decisions and directions they take—from researchers to institutions, to funders and government policies. Attendees will gain insight into what Wiley is doing to support open access—what drives the development of their policies and models and how they work to create solutions for the variety of stakeholders they work with and support.

11:30am- 12:30pm

Panel Session (Washington/Jefferson Room)

TOME: Toward an Open Monograph Ecosystem [Slides]
Peter Berkery, Executive Director, Association of University Presses (AAUP), and Katie Steen, Policy Associate, Association of American Universities (AAU)

This session will review the collaboration and the results to date for the 2017 launch of TOME (Toward an Open Monograph Ecosystem)—a five year collaborative initiative between AUPresses, AAU, and ARL to encourage institutional funding of open digital editions of academic monographs.

Driving this undertaking were scholars who face growing challenges in finding publishers for their monographs as demands fell and academic library budgets continued to shrink. The goal of this initiative has remained to advance the wide dissemination of scholarship by humanities and humanistic social sciences faculty members through open access editions of peer-reviewed and professionally edited monographs. Peter and Jessica will share with you their experience, lessons learned, challenges faced, and future direction we can expect to see from this collaborative approach.  

Being a Good Shepherd: ATLA Press and the Facilitation of OA Publishing in Theology and Religion [Slides]
Christine FruinMember Programs and Scholarly Communication ManagerAmerican Theological Library Association (ATLA)

As articulated in its 2015 strategic plan, the American Theological Library Association set a goal to be a major facilitator of open access publishing in the fields of theology and religion. In furtherance of that goal, the ATLA Press was organized for the purpose of publishing open access scholarly resources that propel research in religion and theology, that develop knowledge and skills in librarianship and the pedagogy of religion and theology, and that represent other specialized topics of interest to librarians, scholars, students and others with interest in the scholarly communication of religion and theology. This presentation will present the structure and organization of the ATLA Press, a unique model of open access publishing in that it is a program that is hosted by a library association and consortium on behalf of and for the benefit of its members and the scholars and students they serve. The presentation will also address challenges faced by a fledgling open access publishing program in the humanities and how it has leveraged open source technologies and supporting services in an effort to develop and elevate the program with an eye toward professionalism, quality, and visibility while at the same time educating member libraries and librarians on the aspects of the scholarly publishing lifecycle and the benefits of open access.

12:30pm- 1:30pm

Lunch Buffet and Plenary Speaker (Washington/Jefferson Room)
Preprints + Open Data = Open Science [Slides]
David Mellor, Project Manager, Center for Open Science

Preprints are a quickly growing format to disseminate research findings. When combined with open data, code, and research materials they can provide a truly open, transparent, and reproducible research project that increases trust and credibility.

David Mellor shares how the Open Science Framework (OSF) scholarly commons enables this vision for better science. The strategy starts with open infrastructure to support researchers and is built for preservation, provenance, collaboration, and community building. 

1:30pm- 2:00pm

Plenary Session (Washington/Jefferson Room)
EBSCO Open Dissertations Project [Slides]
Courtney Peckham, MA/MLIS, Director, Product Management-Academic, EBSCO Information Services is a collaboration between EBSCO and BiblioLabs aimed at increasing traffic and discovery of ETD research with an innovative approach. This program is free to both authors and participating institutions who want to contribute making open access work available as part of this initiative that has evolved and expanded since 2014—when it was  EBSCO and the H.W. Wilson Foundation first collaborated on it.

This session is a great opportunity for participants to understand how OA is evolving and how with it, discovery services are creating opportunities for those they serve and support in the academic community from researchers to libraries to content providers.

Courtney will address:

- What drove the need to initiate this initiative and what its intended goal is;

- How many authors and institutions are now participating;

- The role discovery providers are playing in expanding the reach and breadth of open access content and how institutions can contribute to the growing collection.

2:00pm- 3:00pm

Closing Keynote (Washington/Jefferson Room)
The Linking of Flagships, Sister Journals and OA "mega-journals" Into Content Ecosystems: The Robustness of This Evolving Publishing Structure [Slides]
James Phimister, Founder, PHI Perspectives

Over the past fifteen years there have been multiple instances of flagship titles having their brands extended through the launch of sister titles (e.g., Nature, AAAS, Cell, The Lancet, PLoS—have all launched sister titles over this period).  At the same time, many publishers have also established multidisciplinary open access “mega-journals” (e.g., Nature CommunicationsScience AdvancesPLoS One). 

The three entities of a flagship title, sister titles, and one or several “mega-journals” are then often linked through cascading content ecosystems that provide multiple outlets for an author to potentially publish when submitting to a publisher. By reflecting on industry case studies, James Phimister explores why this evolving publishing structure is proving robust, the benefits and pitfalls to consider when building a publishing ecosystem, and the implications for large and small players alike.


Closing Remarks/Adjourn (Washington/Jefferson Room)
Marcie Granahan, Executive Director, NFAIS