Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with the open access button

CTLes
@mcarthur_joe / @oa_button openaccessbutton.org
Putting Open Access into
Interlibrary Loan
New tools & Imperial College London’s experience
By: Joe Mcarthur - @mcarthur_joe /
Joe@openaccessbutton.org
Lead, Open Access Button.
Assistant Director, Right to Research Coalition.
@mcarthur_joe / @oa_button openaccessbutton.org
Get the slides & paper
openaccessbutton.org/ilds
@mcarthur_joe / @oa_button openaccessbutton.org
About me & Open Access Button
Me:
●  Started as a student frustrated by paywalls.
●  Co-founder, Open Access Button. Assistant Director of
Right to Research Coalition. Organizer for OpenCon.
Open Access Button:
●  Builds a family of community-owned tools that catalyse
an open future. We help librarians increase their
campus’s access to research, without needing a
bigger budget.
●  Non-profit, Open Source, community-owned,
Supported by SPARC (a coalition of academic
libraries).
@mcarthur_joe / @oa_button openaccessbutton.org
In this talk
●  What Open Access Button is
●  How we’re putting OA into ILL:
●  DeliverOA: openaccessbutton.org/deliveroa
●  EmbedOA: openaccessbutton.org/embedoa
●  OAsheet: openaccessbutton.org/oasheet
●  Work at Imperial
@mcarthur_joe / @oa_button openaccessbutton.org
Some disclaimers
●  We think ILL is a wonderful, immensely powerful system
●  You all know much more about ILL than me
●  I’m here to listen & learn
●  I’m not a librarian (but I work for you, and co-develop with
you)
@mcarthur_joe / @oa_button openaccessbutton.org
Thank you to...
The whole Imperial Library Services team, especially:
●  Karine Larose, Library Services
●  Simon Barron (now SOAS)
●  Andrew Preater (now University of West London)
●  Frances Boyle, Assistant Director
●  Chris Banks, Director
@mcarthur_joe / @oa_button openaccessbutton.org
What is the
Open Access Button?
@mcarthur_joe / @oa_button openaccessbutton.org
We make free, fast, legal tools and services that
take you from a paywall to a free alternative in
one click. If we can’t, we’ll try and make the
article open access for you.
Or, legal scihub for short.
@mcarthur_joe / @oa_button openaccessbutton.org
6%
of articles behind paywalls can be
found for free, legally, instantly.
A higher % of recent articles are available.
Many can be made available on demand.
@mcarthur_joe / @oa_button openaccessbutton.org
About the content we find
●  Also known as “green Open Access”, author uploaded manuscripts or self-
archived Open Access. Usually found in repositories.
●  Articles in repositories are often extremely similar to their journal equivalents.
●  We find “hybrid” articles (free articles in paid for journals)
●  These versions can be hard to find, we make it easy.
●  We find papers from 5000+ repositories around the world & “hybrid” articles.
●  We don’t use Researchgate & Academia.edu (aka scholarly social networks)
@mcarthur_joe / @oa_button openaccessbutton.org
Tools for your desktop browser
With Open Access Button free access can
be just a click away
@mcarthur_joe / @oa_button openaccessbutton.org
Installing the Open Access Button
Click here to install
the Open Access
Button in your
personal browser
@mcarthur_joe / @oa_button openaccessbutton.org
Using the Open Access Button
Use this search box
to find articles
immediately
(no installation or
sign up)
@mcarthur_joe / @oa_button openaccessbutton.org
Click here on any scholarly article.
We will either take you to an Open Access
version, or start a request to an author for
you in a single click.
Try it here:
openaccessbutton.org/plugin_v4
Using the (new) Open Access Button
@mcarthur_joe / @oa_button openaccessbutton.org
Open Access Button:
(NEW version)
Article Available
●  Click on any article, or put a url, doi or title into
the homepage search box.
●  Available for all major browsers. Use from the
homepage or download the plugin in a click.
●  Doesn’t use Researchgate & Academia.edu
●  Useful for: Your Researchers, your Staff, you!
Get it: openaccessbutton.org
@mcarthur_joe / @oa_button openaccessbutton.org
Open Access Button
(NEW version):
Article Not Available
●  If there is no Open Access copy available, you
can reach out to the author to ask them to
share a copy.
●  When an article is unavailable, you’re
automatically invited to request it from and
author.
●  All you do is say why you want the article, and
sign in to tell us who you are.
●  You’ll get email updates on the progress of
your request.
●  If the author shares it with you, everyone else
who needs it will also be able to access it.
●  Successful about 5% of the time, currently.
@mcarthur_joe / @oa_button openaccessbutton.org
How the Open Access Button contacts authors
on your behalf
●  Checking your story and request (so
we don’t send spam)
●  Finding the author’s up to date email
address
●  Sending authors a friendly message
with your name and why you want the
article
●  Guiding the author on providing a legal
copy of their work
●  Putting the article in a repository
(Zenodo)
●  Sharing the article with a user, and
anyone else who needs it
@mcarthur_joe / @oa_button openaccessbutton.org
How we are putting
OA in ILL
@mcarthur_joe / @oa_button openaccessbutton.org
Why we are putting
OA in ILL
@mcarthur_joe / @oa_button openaccessbutton.org
NEW: Add a search bar to your library webpages
Get it: openaccessbutton.org/embedoa
^ Put an easy to use search bar on any of your libraries pages!
Make it easy for your researchers to discover Open Access articles while they make Interlibrary loans or browse
your Libguide. No coding skills required.
@mcarthur_joe / @oa_button openaccessbutton.org
Make it easy for your researchers to discover Open Access articles while they make Interlibrary loans or browse
your Libguide. No coding skills required. Get it: openaccessbutton.org/embedoa
NEW: Add a search bar to your library webpages
@mcarthur_joe / @oa_button openaccessbutton.org
NEW: Finding OA when
processing Interlibrary
Loans (ILL)
●  Helps ILL staff check for Open
Access without changing their
workflows
●  Works on Alma, Clio & ILLiad with
more on the way
●  Similar to our website & plugin, but
honed for ILL staff
Get it: openaccessbutton.org/deliveroa
@mcarthur_joe / @oa_button openaccessbutton.org
NEW: Finding OA
alternavites for lots of
articles at once!
●  Upload a spreadsheet with a list of articles,
and it does the rest.
●  We’ll send you a spreadsheet with a list of
article we could find Open Access
alternatives for.
Use it: openaccessbutton.org/oasheet
If you’re more technical: openaccessbutton.org/
api or oadoi.org are more powerful.
@mcarthur_joe / @oa_button openaccessbutton.org
Experiences at
Imperial College London
Library
@mcarthur_joe / @oa_button openaccessbutton.org
●  Imperial College London is a large London undergrad / grad institution with a heavily research
focus. Request about 8000 ILLs a year.
●  Imperial’s motivations:
○  Creating a better user experience for library services
○  Advocating for Open Access
○  Cost saving are a nice bonus
●  Process:
○  Initiative born from a discussion over drinks at a conference (please feel free to
replicate...). Refined with many in the library.
○  Several in-person meetings & many emails over the course of a year
○  Co-development and an agile / iterative approach
○  User testing & metrics used to guide the work
○  Many other ideas, and big vision, but stuck to working on first steps that could be
shipped to users.
At Imperial: Motivations & Process
@mcarthur_joe / @oa_button openaccessbutton.org
At Imperial: Delivering paid access articles through
the Open Access Button
●  Did a quick integration with Ex-Libris
Primo. Provides yes / no answers on if
Imperial has access.
●  Useful now for off-campus use, where
users sometimes need a reminder
they need to log into the VPN.
●  The tool won’t be called “Open Access
Button” to avoid confusion.
(Note: this image is only for demonstration and exploration,
and doesn’t represent a finished product)
@mcarthur_joe / @oa_button openaccessbutton.org
At Imperial: Using the Open Access Button to create
ILLs
●  Integrated with Alma to have
OAB create ILLs
●  If an article isn’t available
through paid or OA, an ILL
could be created in a click.
●  ILL staff got more & correct
article metadata. Immediately
told if article was oa, and
results of subscription check
●  Didn’t message the system as
“Interlibrary loan”.
(Note: these images are only for demonstration and exploration, and doesn’t
represent a finished product)
@mcarthur_joe / @oa_button openaccessbutton.org
At Imperial: Using the Open Access Button with real
ILLs
●  Ran historical ILL data (~1 year)
against OAsheet and Imperial’s
catalog. This takes minutes.
●  Could reduce their delivery times by
6% using OA alone.
●  By delivering paid-for content
instantly, this could be reduced by
13%.
●  Employing both these mechanism
would reduce times by 16%
@mcarthur_joe / @oa_button openaccessbutton.org
At Imperial: Requests to authors
●  Happy to have all ILLs start requests to authors to make the
work Open Access.
●  Happy to have Imperial name associated with requests.
●  Expected to see a success rate above our usual requests
due to the Imperial brand name.
●  Not managed to implement yet due to logistical difficulties.
However, these are slowly being overcome.
@mcarthur_joe / @oa_button openaccessbutton.org
At Imperial: More information
●  In our paper: openaccessbutton.org/ilds
●  Emailed directly to you: openaccessbutton.org/libraries
@mcarthur_joe / @oa_button openaccessbutton.org
Challenges
●  Explaining versions (e.g pre-print, post-print, author
accepted manuscript) to scholars
●  False positives (fixes on the way)
●  There isn’t enough green yet
●  Funding to sustain the tools and create better versions
@mcarthur_joe / @oa_button openaccessbutton.org
Coming Soon
●  A new ILL form with only
one box that delivers
content instantly.
●  Instructions for integrating
Open Access articles into
your catalog and link
resolver
@mcarthur_joe / @oa_button openaccessbutton.org
Stay in the know
openaccessbutton.org/libraries
@mcarthur_joe / @oa_button openaccessbutton.org
Get the slides & paper
openaccessbutton.org/ilds
@mcarthur_joe / @oa_button openaccessbutton.org
Questions?
Contact me @mcarthur_joe or
Joe@openaccessbutton.org
or come and chat to me.
Materials: https://openaccessbutton.org/ilds
1 de 35

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Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with the open access button

  • 1. @mcarthur_joe / @oa_button openaccessbutton.org Putting Open Access into Interlibrary Loan New tools & Imperial College London’s experience By: Joe Mcarthur - @mcarthur_joe / Joe@openaccessbutton.org Lead, Open Access Button. Assistant Director, Right to Research Coalition.
  • 2. @mcarthur_joe / @oa_button openaccessbutton.org Get the slides & paper openaccessbutton.org/ilds
  • 3. @mcarthur_joe / @oa_button openaccessbutton.org About me & Open Access Button Me: ●  Started as a student frustrated by paywalls. ●  Co-founder, Open Access Button. Assistant Director of Right to Research Coalition. Organizer for OpenCon. Open Access Button: ●  Builds a family of community-owned tools that catalyse an open future. We help librarians increase their campus’s access to research, without needing a bigger budget. ●  Non-profit, Open Source, community-owned, Supported by SPARC (a coalition of academic libraries).
  • 4. @mcarthur_joe / @oa_button openaccessbutton.org In this talk ●  What Open Access Button is ●  How we’re putting OA into ILL: ●  DeliverOA: openaccessbutton.org/deliveroa ●  EmbedOA: openaccessbutton.org/embedoa ●  OAsheet: openaccessbutton.org/oasheet ●  Work at Imperial
  • 5. @mcarthur_joe / @oa_button openaccessbutton.org Some disclaimers ●  We think ILL is a wonderful, immensely powerful system ●  You all know much more about ILL than me ●  I’m here to listen & learn ●  I’m not a librarian (but I work for you, and co-develop with you)
  • 6. @mcarthur_joe / @oa_button openaccessbutton.org Thank you to... The whole Imperial Library Services team, especially: ●  Karine Larose, Library Services ●  Simon Barron (now SOAS) ●  Andrew Preater (now University of West London) ●  Frances Boyle, Assistant Director ●  Chris Banks, Director
  • 7. @mcarthur_joe / @oa_button openaccessbutton.org What is the Open Access Button?
  • 8. @mcarthur_joe / @oa_button openaccessbutton.org We make free, fast, legal tools and services that take you from a paywall to a free alternative in one click. If we can’t, we’ll try and make the article open access for you. Or, legal scihub for short.
  • 9. @mcarthur_joe / @oa_button openaccessbutton.org 6% of articles behind paywalls can be found for free, legally, instantly. A higher % of recent articles are available. Many can be made available on demand.
  • 10. @mcarthur_joe / @oa_button openaccessbutton.org About the content we find ●  Also known as “green Open Access”, author uploaded manuscripts or self- archived Open Access. Usually found in repositories. ●  Articles in repositories are often extremely similar to their journal equivalents. ●  We find “hybrid” articles (free articles in paid for journals) ●  These versions can be hard to find, we make it easy. ●  We find papers from 5000+ repositories around the world & “hybrid” articles. ●  We don’t use Researchgate & Academia.edu (aka scholarly social networks)
  • 11. @mcarthur_joe / @oa_button openaccessbutton.org Tools for your desktop browser With Open Access Button free access can be just a click away
  • 12. @mcarthur_joe / @oa_button openaccessbutton.org Installing the Open Access Button Click here to install the Open Access Button in your personal browser
  • 13. @mcarthur_joe / @oa_button openaccessbutton.org Using the Open Access Button Use this search box to find articles immediately (no installation or sign up)
  • 14. @mcarthur_joe / @oa_button openaccessbutton.org Click here on any scholarly article. We will either take you to an Open Access version, or start a request to an author for you in a single click. Try it here: openaccessbutton.org/plugin_v4 Using the (new) Open Access Button
  • 15. @mcarthur_joe / @oa_button openaccessbutton.org Open Access Button: (NEW version) Article Available ●  Click on any article, or put a url, doi or title into the homepage search box. ●  Available for all major browsers. Use from the homepage or download the plugin in a click. ●  Doesn’t use Researchgate & Academia.edu ●  Useful for: Your Researchers, your Staff, you! Get it: openaccessbutton.org
  • 16. @mcarthur_joe / @oa_button openaccessbutton.org Open Access Button (NEW version): Article Not Available ●  If there is no Open Access copy available, you can reach out to the author to ask them to share a copy. ●  When an article is unavailable, you’re automatically invited to request it from and author. ●  All you do is say why you want the article, and sign in to tell us who you are. ●  You’ll get email updates on the progress of your request. ●  If the author shares it with you, everyone else who needs it will also be able to access it. ●  Successful about 5% of the time, currently.
  • 17. @mcarthur_joe / @oa_button openaccessbutton.org How the Open Access Button contacts authors on your behalf ●  Checking your story and request (so we don’t send spam) ●  Finding the author’s up to date email address ●  Sending authors a friendly message with your name and why you want the article ●  Guiding the author on providing a legal copy of their work ●  Putting the article in a repository (Zenodo) ●  Sharing the article with a user, and anyone else who needs it
  • 18. @mcarthur_joe / @oa_button openaccessbutton.org How we are putting OA in ILL
  • 19. @mcarthur_joe / @oa_button openaccessbutton.org Why we are putting OA in ILL
  • 20. @mcarthur_joe / @oa_button openaccessbutton.org NEW: Add a search bar to your library webpages Get it: openaccessbutton.org/embedoa ^ Put an easy to use search bar on any of your libraries pages! Make it easy for your researchers to discover Open Access articles while they make Interlibrary loans or browse your Libguide. No coding skills required.
  • 21. @mcarthur_joe / @oa_button openaccessbutton.org Make it easy for your researchers to discover Open Access articles while they make Interlibrary loans or browse your Libguide. No coding skills required. Get it: openaccessbutton.org/embedoa NEW: Add a search bar to your library webpages
  • 22. @mcarthur_joe / @oa_button openaccessbutton.org NEW: Finding OA when processing Interlibrary Loans (ILL) ●  Helps ILL staff check for Open Access without changing their workflows ●  Works on Alma, Clio & ILLiad with more on the way ●  Similar to our website & plugin, but honed for ILL staff Get it: openaccessbutton.org/deliveroa
  • 23. @mcarthur_joe / @oa_button openaccessbutton.org NEW: Finding OA alternavites for lots of articles at once! ●  Upload a spreadsheet with a list of articles, and it does the rest. ●  We’ll send you a spreadsheet with a list of article we could find Open Access alternatives for. Use it: openaccessbutton.org/oasheet If you’re more technical: openaccessbutton.org/ api or oadoi.org are more powerful.
  • 24. @mcarthur_joe / @oa_button openaccessbutton.org Experiences at Imperial College London Library
  • 25. @mcarthur_joe / @oa_button openaccessbutton.org ●  Imperial College London is a large London undergrad / grad institution with a heavily research focus. Request about 8000 ILLs a year. ●  Imperial’s motivations: ○  Creating a better user experience for library services ○  Advocating for Open Access ○  Cost saving are a nice bonus ●  Process: ○  Initiative born from a discussion over drinks at a conference (please feel free to replicate...). Refined with many in the library. ○  Several in-person meetings & many emails over the course of a year ○  Co-development and an agile / iterative approach ○  User testing & metrics used to guide the work ○  Many other ideas, and big vision, but stuck to working on first steps that could be shipped to users. At Imperial: Motivations & Process
  • 26. @mcarthur_joe / @oa_button openaccessbutton.org At Imperial: Delivering paid access articles through the Open Access Button ●  Did a quick integration with Ex-Libris Primo. Provides yes / no answers on if Imperial has access. ●  Useful now for off-campus use, where users sometimes need a reminder they need to log into the VPN. ●  The tool won’t be called “Open Access Button” to avoid confusion. (Note: this image is only for demonstration and exploration, and doesn’t represent a finished product)
  • 27. @mcarthur_joe / @oa_button openaccessbutton.org At Imperial: Using the Open Access Button to create ILLs ●  Integrated with Alma to have OAB create ILLs ●  If an article isn’t available through paid or OA, an ILL could be created in a click. ●  ILL staff got more & correct article metadata. Immediately told if article was oa, and results of subscription check ●  Didn’t message the system as “Interlibrary loan”. (Note: these images are only for demonstration and exploration, and doesn’t represent a finished product)
  • 28. @mcarthur_joe / @oa_button openaccessbutton.org At Imperial: Using the Open Access Button with real ILLs ●  Ran historical ILL data (~1 year) against OAsheet and Imperial’s catalog. This takes minutes. ●  Could reduce their delivery times by 6% using OA alone. ●  By delivering paid-for content instantly, this could be reduced by 13%. ●  Employing both these mechanism would reduce times by 16%
  • 29. @mcarthur_joe / @oa_button openaccessbutton.org At Imperial: Requests to authors ●  Happy to have all ILLs start requests to authors to make the work Open Access. ●  Happy to have Imperial name associated with requests. ●  Expected to see a success rate above our usual requests due to the Imperial brand name. ●  Not managed to implement yet due to logistical difficulties. However, these are slowly being overcome.
  • 30. @mcarthur_joe / @oa_button openaccessbutton.org At Imperial: More information ●  In our paper: openaccessbutton.org/ilds ●  Emailed directly to you: openaccessbutton.org/libraries
  • 31. @mcarthur_joe / @oa_button openaccessbutton.org Challenges ●  Explaining versions (e.g pre-print, post-print, author accepted manuscript) to scholars ●  False positives (fixes on the way) ●  There isn’t enough green yet ●  Funding to sustain the tools and create better versions
  • 32. @mcarthur_joe / @oa_button openaccessbutton.org Coming Soon ●  A new ILL form with only one box that delivers content instantly. ●  Instructions for integrating Open Access articles into your catalog and link resolver
  • 33. @mcarthur_joe / @oa_button openaccessbutton.org Stay in the know openaccessbutton.org/libraries
  • 34. @mcarthur_joe / @oa_button openaccessbutton.org Get the slides & paper openaccessbutton.org/ilds
  • 35. @mcarthur_joe / @oa_button openaccessbutton.org Questions? Contact me @mcarthur_joe or Joe@openaccessbutton.org or come and chat to me. Materials: https://openaccessbutton.org/ilds