Presentació a càrrec de Lluís Anglada, director de Ciència Oberta al CSUC, duta a terme dins el panell "Sustainable Libraries: Open Science Perspective" del congrés ANKOS Link celebrat del 2 al 5 d'abril a Antalya (Turquia) .
Are Libraries Sustainable in a World of Free, Networked, Digital Information?
1. Are libraries sustainable in a world
of free,
networked, digital information?
Lluís Anglada
(Open Science. Consorci de Serveis Universitaris de Catalunya - CSUC)
Panel
SUSTAINABILITY OF OPEN ACCESS AND OPEN SCIENCE
ANKOS Link
2-5 April 2019, Antalya
2. Summary
1. The big change
• information tends to be digital, networked and free
2. Open Science
• what is exactly this, and their implications
3. Open Science activities
• a big opportunity for libraries
4. OS activities and their sustainability
• the Open Access case
5. OS and libraries
• are libraries sustainable?
3. Summary
1. The big change
• information tends to be digital, networked
and free
2. Open Science
3. Open Science activities
4. OS activities and their sustainability
5. OS and libraries
4. Sustainability is a quite complex issue
Sustainability = TUD + CE + PAV
• TUD = technologically up to date
• CE = cost - effectiveness
• PAV = perception of added value
Had libraries been sustainable in the past? Obviously yes
• For being technologically up to date?
• For being cost – effectiveness?
• NO, for the value added to information
People's decisions are
motivated by perceptions
(and not only by the reality)
5. Nor all the changes has the same consequences
Print landscape
• Information is scarce
• User time is abundant
• To access = to go where the
information is (the library)
• Individual production
• The reproduction has cost
• One user each time
• One media each time
• Immutable
• Preservation = avoiding disasters
Digital + networked + free
information landscape
Information is abundant
User time is scarce
You don't need to walk for access to
the information (is the information that
comes)
Intellectual production is more and
more social
The cost of copies tends to zero
Multiuser
Multimedia
Volatile
Preservation is a challenge
...
6. The big change
is not from print
to electronic
The big change
is from info
scarcity to info
abundancy
7. Summary
1. The big change
2. Open Science
• what is exactly this, and their implications
3. Open Science activities
4. OS activities and their sustainability
5. OS and libraries
8. The key words: transition and disruption
Disruptive innovation … refers to
an innovation that;
• creates a new market and value
network and (eventually)
• disrupts an existing market and value
network, (and)
• displacing established market leading
firms, products, and alliances.
Clayton M. Christensen
9. The basic steps of the research cycle are the same, but research tools and
methods are changing radically
New (technological) tools are
changing how to do and how to
disseminate science results
• ‘Science 2.0’ as a holistic
approach, therefore, is much
more than only one of its
features (such as Open Access)
and represents a paradigm
shift in the modus operandi of
research and science impacting
the entire scientific process.
Under the new paradigm,
science is:
• Open
• Collaborative
• Oriented toward society
10. Economic, politic & scientific motivations
For future (European) welfare:
• A change of economic model is needed
• From industrial society to a knowledge-based society
For responding to the great social challenges of our time:
• Science should be for and with society (involvement and citizen participation)
• For transparency and control (accountability): utility, reliability and replicability of
the search
Because open science makes better science
• Knowledge is a public good and what is publicly funded (mostly) must be public
• Open Science makes better science (faster, cheaper, reusable)
• Open to machines: Big data, TDM, interoperability
11. Summary
1. The big change
2. Open Science
3. Open Science activities
• a big opportunity for libraries
4. OS activities and their sustainability
5. OS and libraries
12. National plans to Open Science
Finlàndia
• Ministeri d’Educació I Cultura
• Open science and research leads to surprising discoveries and creative insights: Open science and research roadmap
2014–2017, 2014
– http://julkaisut.valtioneuvosto.fi/handle/10024/75210
Eslovènia
• Govern de la República d’Eslovènia
• National strategy of open access to scientific publications and research data in Slovenia 2015-2020, setembre 2015
– http://www.vlada.si/en/media_room/government_press_releases/press_release/article/national_strategy_of_open_access_to_scientific_publicatio
ns_and_research_data_55387/
Portugal
• Resolução do Conselho de Ministros n.º 21/2016
• Princípios orientadores para a implementação de uma Política Nacional de Ciência Aberta, abril 2016
– https://dre.pt/pesquisa/-/search/74094659/details/maximized
Països Baixos
• Plataforma d’institucions
• National Plan Open Science, febrer 2017
– https://www.openscience.nl/binaries/content/assets/subsites-evenementen/open-
science/national_plan_open_science_the_netherlands_february_2017_en_.pdf
França,
• Ministère de l’Enseignement supérieur, de la Recherche et de l'Innovation, MESRI)
• National plan for open science, juliol 2018
– https://libereurope.eu/wp-content/uploads/2018/07/SO_A4_2018_05-EN_print.pdf
Sèrbia
• Ministry of Education, Science and Technological Development of the Republic of Serbia (MESTD)
• Open Science Platform, juliol 2018
– https://www.openaire.eu/public-documents?id=911&task=document.viewdoc
13. Netherland
… there are now new opportunities to exchange results of scientific research - publications and research data
- and even scientific methods and practices.
The transition towards an open science system requires ambition, investments in people and resources, and
alertness to risks, because they too exist.
The key ambitions [of the Plan] are:
• Full open access to publications in 2020
– Continue the Dutch approach for all Dutch research organisations and research areas whilst recognising their
differences and similarities.
• To make research data optimally suited for reuse
– To set clear and agreed technical and policy-related preconditions to facilitate reuse of research data, including provision
of the necessary expertise and support.
• Recognition and rewards
– To examine together how open science can be an element of the evaluation and reward system for researchers,
research groups and research proposals.
• To promote and support
– To establish a ‘clearing house’ for all information regarding all available research support.
14. TUBITAK Open Science Policy
Scope:
• This Policy covers publications (peer
reviewed articles, etc.) and research
data that has been produced by
researchers who were fully or partially
supported by TUBITAK …
Principles
1. Depositing by default mandatory
(green)
2. Accepting delayed OA
3. Publish in OA recommended (gold)
4. Research data management plan
(DMP) recommended
5. Publish O articles with O data
6. Justifying when data are not O
7. DMP templates and guidelines will be
provided
8. Depositing e- copies of scientific studies
9. O publishing will be taken in the
evaluation
10. OS will be promoted
11. This policy will be monitored
15. OS: main areas of activities in national plans
OS general OA O Data Evaluation Skills
Finlandia x x x
Slovenia x x x
Portugal x x x
Nederland x x x x
France x x x x
Serbia x x x
Turkey x x x x
• OS activities are (today) highly concentrated around OA and open acces and open
data
• and libraries are playing an important role here, supporting OA & OD
• But OS is much broader than that,
• and libraries have a lot of new opportunities here.
16. Open Science Policy Platform Recommendations (+LERU + LIBER)
Recommendations
grouped into priorities
/ key areas
Rewards and Incentives
Research Indicators and Next-
Generation Metrics
Future of Scholarly
Communication (= OA)
European Open Science Cloud
FAIR Data
Research Integrity
Skills and Education
Citizen Science
OS is full of opportunities for libraries,
is our big opportunity
17. Summary
1. The big change
2. Open Science
3. Open Science activities
4. OS activities and their sustainability
• the Open Access case
5. OS and libraries
18. OA as testing bench for OS
OA is a good testing bench for OS, and OA, for the
moment,
• is costing more
• has not a clear alternative business model
• libraries are playing an important role in their implementation
• Will only succeed if cooperation and common infrastructures
increases
We are living a moment of transition (we are in the middle
of a big change)
• More cost
• Changes in the ‘status quo’
• Alternatives are not easy to built
19. OA (for the moment) is representing more cost
• Universities of Catalonia
have been monitoring OA
cost in 2018
• cost = APCs +
participation in OA
consortia like SCOAP3
• Is quite difficult to do, but our
findings are important:
• the amount
represents an
overcharge of
20.17% with respect
to the total paid in
journal subscriptions
20. When we talk of journals, at what journals are we referring?
21. Changes in the status quo 1/2
pay for read pay x publish
32,60 30,03
20,40 23,06
10,58 16,53
7,18 6,31
5,07 6,15
6,42 4,87
8,08 6,88
3,90 1,77
1,41 0,87
4,36 3,53
0,00 0,00
100,00 100,00
• The old model (pay x read) is based in the
previous expend.
• The new model (pay x publish) is based
on research activity.
• The transition from old to the new model
can significate savings or profits
• (so, losers and winners)
• [1% = 86.000€]
22. Changes in the status quo 2/2
Number of Pay for publish
articles
WoS 2017 apc 1500 apc 2000 apc 1000
1.684 2.526.000 € 3.368.000 € 1.684.000 €
1.293 1.939.500 € 2.586.000 € 1.293.000 €
927 1.390.500 € 1.854.000 € 927.000 €
354 531.000 € 708.000 € 354.000 €
345 517.500 € 690.000 € 345.000 €
273 409.500 € 546.000 € 273.000 €
386 579.000 € 772.000 € 386.000 €
99 148.500 € 198.000 € 99.000 €
49 73.500 € 98.000 € 49.000 €
198 297.000 € 396.000 € 198.000 €
5.608 8.412.000 € 11.216.000 € 5.608.000 €
• We all are expecting to
pay less in an OA
landscape,
• but this depends on the
APC price
• and APCs prices seem to
increase annually much
more than subscriptions
prices
• and more, APCs for
journals included in WoS is
unique that we have to pay
for?
• But, perhaps we will
have to pay more in a
new scenario
23. OA alternative models are increasing in diversity (and confusion)
• In the beginning, it was easy: green and gold
• Today
• gray
• green (post-prints)
• pale green (preprints)
• bronze
• gold pure (diamond)
• gold-APC
• hybrid
24. All these mentioned difficulties (and other ones that we can add) are making
OA impossible?
no, because of the traditional scholarly communication model is
perceived as technologically obsolete, economically costly, and
functionally poor
today is recognized that the transition to the OA and the maintenance
of the new OA model will require
• support
• money
• consensus
25. Summary
1. The big change
2. Open Science
3. Open Science activities
4. OS activities and their sustainability
5. OS and libraries
• are libraries sustainable?
26. Why libraries has been sustainable in the past?
Remember, before the ‘big change’, information was a scarce good
Libraries had been sustainable because libraries have been
• technologically up to date,
• economically quite cost-effective and
• perceived as adding value
Libraries created a FAIR ecosystem for information where print books and
journals were
• Findable (catalogs and databases),
• Accessible (library organization and ILL),
• Interoperable (standardized) and
• Reusable (preserved)
Libraries did act as a multi-institutional organization and cooperation
has been our ‘big tool’
27. Will libraries be sustainable in the future?
The value of the ‘book’ is disappearing in a world of free, digital and
networked information because the information is not scarce anymore
• The perception about libraries is changing very fast and they perceived
value can also disappear
Being technologically up to date and economically cost-effective
requires every time more to scale up to have a ‘big size’
• Libraries can built a ‘big size’ back office if we increase the cooperation and
common infrastructures
To being perceived as an institution that adds value we need clearly
build services around research
• To help in the creation of a FAIR ecosystem for the information
Libraries must act as a multi-institutional organization and share
the vision that cooperation is our ‘big tool’
28. “… we need to recognize
that … what should be
about is not saving the
library.
Rather, … it should be
about providing a product
or service that can help
students and faculty to
more effectively,
conveniently, and
affordably do a job they’ve
been trying to do in their
scholarly lives.”
(David W. Lewis)
In this so changing times….
“When the categories are social, these representations are called stereotypes. Somre stereotypes are perniciously wrong, and hostile stereotyping can have perniciously wrong, and hostile stereotyping can have dreadful consequences, but the psychological facts cannot be avoided: stereotypes, both correct and false, are how we think of categories”
Daniel Kahneman (11), “Thinking, fast and slow”
Basat en part en D. Lewis
Vid (a llibre Lewis) imprès vs digital de van de sompel
Changes can be: apparent, circumstantial, temporal, definitive, deep, fondamental ...
European Commission. Directorates-general for research and innovation (RTD) and communications networks, content and Technology / Public consultation. ‘Science 2.0’: science in transition: Background document.
https://ec.europa.eu/research/consultations/science-2.0/background.pdf
Altres :
Amsterdam Call for Action on Open Science
Open science Open science is about the way researchers work, collaborate, interact, share resources and disseminate results. A systemic change towards open science is driven by new technologies and data, the increasing demand in society to address the societal challenges of our times and the readiness of citizens to participate in research. Increased openness and rapid, convenient and high-quality scientific communication - not just among researchers themselves but between researchers and society at large - will bring huge benefits for science itself, as well as for its connection with society.
Public Consultation: ‘Science 2.0’: Science in Transition
‘Science 2.0’ describes the on-going evolution in the modus operandi of doing research and organising science. These changes in the dynamics of science and research are enabled by digital technologies and driven by the globalisation of the scientific community, as well as the need to address the Grand Challenges of our times. They have an impact on the entire research cycle, from the inception of research to its publication, as well as on the way in which this cycle is organised.
http://www.tubitak.gov.tr/en/news/tubitak-open-science-policy
Principles
1. TUBITAK requires depositing in TUBITAK Repository a copy of the accepted version of peer-reviewed articles prepared, completely or partially, with the support of TUBITAK via Green Road Open Access. (Deposit should be made as soon as the material is accepted for publication and all metadata should be fully scannable and readable by machine as of the time of deposit).
2. TUBITAK requires opening the full text of a publication to access as soon as it is accepted for publication, or if this is not possible, no later than 6 months after publication for life sciences, technology, engineering and mathematics and no later than 12 months after publication for social sciences and humanities.
3. TUBITAK recommends open-access publication of peer-reviewed articles written, completely or partially, with the support of TUBITAK (Gold Road Open Access) unless there is any conflict of interest regarding the acceptance of publications. TUBITAK encourages researchers to own the copyright and not to transfer any rights unless a transfer to publishers is required for publication. TUBITAK recommends researchers to license their publications in a way that will provide the broadest access to said publications (The open access licensing model accepted across the world can be preferred.)
4. TUBITAK recommends establishing a research data management plan for open access to research data regarding those publications produced, completely or partially, with TUBITAK support.
5. TUBITAK recommends providing open access to publications along with the research data that have been produced, completely or partially, with the support of TUBITAK.
6. TUBITAK requires documenting and expressly notifying any cases where data cannot be opened to access, permanently or for a certain period of time, due to law, privacy or other concerns (e.g. personal or sensitive data, confidentiality, national security, registration period for industrial property rights, etc.).
7. TUBITAK shall prepare some templates and guidelines for the establishment of Data Management Plans (DMP).
8. It is legal to deposit electronic copies of scientific studies with the permission of the author. TUBITAK requires citing whenever any information contained in the Repository is to be used.
9. TUBITAK shall take into account whether a researcher has complied with this policy while evaluating the researcher’s future support applications and performance. The researcher, as a beneficiary, will agree to comply with the TUBITAK Open Science Policy and declare compliance with the policy in the project’s final report.
10. TUBITAK encourages cooperation with other stakeholders to promote Open Science.
11. TUBITAK shall monitor the implementation of this policy, and, if necessary, review and improve it. This policy is effective as of 14.03.2019. As soon as it is effective, the policy shall be applicable for the programmes determined by TUBITAK in the pilot scheme and will be applicable for all programmes in one years’ time.
European University Association, June 2018 (+ previous Oct. 2017)
Roadmap on Research Assessment in the Transition to Open Science
https://eua.eu/component/attachments/attachments.html?id=348
European Commission, April 2018
OSPP – REC: Open Science Policy Platform Recommendations,
https://publications.europa.eu/en/publication-detail/-/publication/5b05b687-907e-11e8-8bc1-01aa75ed71a1
LERU, May 2018
Open Science and its role in universities: a roadmap for cultural change
https://www.leru.org/files/LERU-AP24-Open-Science-full-paper.pdf
YERUN, May 2018
Statement on Open Science
https://www.yerun.eu/wp-content/uploads/2018/05/YERUN_OpenScience_Statement-3.pdf
LIBER, June 2018
Open Science Roadmap
https://zenodo.org/record/1303002#.W6NuFej7SUm
Rewards and Incentives
Incentives and new evaluation practices for fostering OS
Research Indicators and Next-Generation Metrics
Impact factor in not synonymous of article quality
DORA, Leiden manifesto …
Use identifiers: ORCID ID
European Open Science Cloud (EOSC)
Plan S:
Journals vs platforms?
Institutional vs disciplinarty?
Skills and Education
Research performing organizations have to develop OS training
for researchers (senior and junior), administrative staff, students
Citizen Science
For approaching science to society
For enriching science with citizens apportion
For the moment, OA is signifiing more cost
Taula UK
Dades Catalunya
Produció científica = WOS or GS
Un paradigma es un estatus quo, canviar-lo Provoca desequilibris, perdedors i guanyadors
Catalunya de pagar per llegir a pagar per publicar
Espanya segons cost mig APC
Que el sistema vell tingui defectes, no vol dir que sigui fàcil trobar-ne un de nou
OA 2002 =
green + gold
OA 2019 =
green + gold pure + fully gold with APCs + hybrid Gold (APCs) + bronze + diamond + ...
La CE del CSUC (31.01.18) va acordar “crear mecanismes per comptabilitzar el que es paga per publicar en obert”
4 universitats han proporcionat l’import del cost comptabilitzat i
5 han aportat estimacions de la despesa.
Amb aquestes dades, la despesa per publicar en obert és de 1.750.823,88€
Aquesta quantitat se suma a la que es destina a subscriure revistes (8.682.160,31€ el 2017) i representa un sobrecost del 20,17% respecte el total pagat en subscripcions de revistes.
Malgrat les dades recollides no són del tot homogènies i que en alguns casos les dades són estimades i no les reals, es constata que:
la despesa de publicar és considerable (en valors absoluts i relatius) i que
cal tenir-la en compte com a despesa per a la comunicació científica.
Segons això, el 61,84% de gold a nivell global paga apcs
A nivell UK, això és un 66%
The first step in reimagining the academic libraries is to determine the jobs we are being hired to do. As we do so we need to recognize that at the end of the day what we should be about is not saving the library. Rather, as Christensen suggests, it should be about providing a product or service that can help students and faculty to more effectively, conveniently, and affordably do a job they’ve been trying to do in their scholarly lives. If the library is to provide value, it needs to find those jobs it can do that cannot be done more effectively by others. Unless we find those jobs, we have no good reason to exist. As we will explore in in the coming chapters, I believe such jobs exist and that libraries and librarians are uniquely positioned to do them, but most of them are different from what we have done in the past. P 91