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Cooperative infrastructure for sustaining
non-profit Open Access
Arianna Becerril García
Universidad Autónoma del Estado de México
Redalyc-AmeliCA
Journals at the beginning of the digital age
Revista Ciencia Ergo Sum,
Mexico.
(1997) Comunicar, Spain.
(2007) Psicothema, Spain. (2002)
Journals 20 years later
Araucaria (2018) Comunicar (2018) Psicothema (2018)
Table of Content
Reis, Spain. (2018)
Reis, Spain. (2007)
Readability in scholarly journals
Cinta de Moebio, Chile Cinta de Moebio, Chile
20181997
Readability in scholarly journals
Comunicar Vol. I, nº 1, 2º semestre Comunicar Vol. XXVI, nº 54, 1º trimestre
20181993
346 years later ...
Find the differences
PDF, de-facto standard for scholarly journals
0
10
20
30
40
50
HTML EPUB XML
DOAJ
13,500
EUROPA
0
10
20
30
40
50
HTML EPUB XML
0
10
20
30
40
50
HTML EPUB XML
0
10
20
30
40
50
HTML EPUB XML
NORTE AMÉRICA P. IBÉRICA LATINOAMÉRICA
97
94 99 99
PDF PDF PDF PDF
REVISTAS
99%
PDF
PDF, de-facto standard for scholarly journals
0
10
20
30
40
50
HTML EPUB XML
0
10
20
30
40
50
HTML EPUB XML
-6.4
3
12.4
21.8
31.2
40.6
50
HTML EPUB XML
UNIVERSIDAD NACIONAL
AUTÓNOMA DE MÉXICO
UNIVERSIDAD
DE SAO PAULO
UNIVERSIDAD DE CHILE89 100 95
PDF PDF PDF
96%
PDF
UNAM * USP * UdeCH
REVISTAS
407
Is this the best we can do to achieve visibility,
discoverability,
inclusion,
knowledge democratization?
Nonprofit platforms:
visibility, edition, quality
assurance, metrics
Nonprofit institutional
journal publishing
Mainly public institutions
Key factors:
Cooperation
Networking
Crowdsourcing
Open source software
In-house software
Free software
Nonprofit, mainly publicly – funded scientific communication system
2,849 journal installations
Scholarly-led scientific communication system
composed of hundreds of publisher institutions
Open Access Ecosystem in Latin America
• Comunicar (2007)
• Comunicar (2012)
• Comunicar (2018)
At what stage of the web is scholarly publishing running?
2005
Sciences
2003
Quality assessment
Social Sciences and Humanities
2006
OAI-PMH
Data normalization
2009
Processes automation
Web 2.0
2012
OAI-PMH journals
Journal RSS
Atlas Chile
Atlas Austral de Chile
Atlas de Iberoamérica
Atlas de Interciencia
Atlas de Psicología
Atlas deVenezuela
Gaia
2004
In-house software
development
2013
Websites for:
- Institutions
- Countries
- Areas
- Journals
OAI-PMH for institutions
OAI-PMH for countries
Mobile apps
Interoperability
with Institutional
repositories
2015
- Interoperability
LaReferencia,
REMERI
- Portal CLACSO-
Social Sciences
2008
Bibliometrics
Software on
editorial
processes
2011
SIIR
Atlas de la Ciencia
Redalyc architecture
Journal
evaluation
Redalyc
internal
ratification
International
Advisory Board
ratification
 12 mandatory requierements
 Peer review
 75% original content
 14 researchers
 Different areas
 11 countries
rejected journals
88%
Marcalyc – XML JATS markup system –
• It is free to use
• Prevents editors from outsourcing XML
Markup
• Designed for non-technical users
• Minimizes XML markup time
• Automatic front and tables tagging.
• Automatic reference tagging.
MAY 8-10 | SIMON FRASER UNIVERSITY HARBOUR CEN
2019 LIBRARY PUBLISHIN
Marcalyc – XML JATS markup system –
• Hierarchical visual representation
through panels: which avoids knowing
the technical standard in depth.
• Automatic appearance of possible tags.
• Automatic reference inference ABNT,
APA, AMA, ASA, Chicago, Harvard, IEEE
and more.
• Visual management of images, tables
and links.
Mathematical
expressions
tagging with
MathML
XML tagging of
tables and dataReplicability
necessary condition in science
XML tagging of
annexes and
supplementary
materialOpen Data
Before: without XML
Self-classification of
information
Improved reading
experience
Illustration of items
Intelligent information
retrieval
After: with XML
• Interactive
article reader
• Mobile article
reader
• ePUB
• PDF
• HTML
• XML JATS 4R
Dynamic cartography,
interactive graphics,
animation, audio, video,
high resolution images,
open data
¿How much does Redalyc contribute to journals? (just in the
edition phase)
• Redaly/AmeliCA –with
Marcalyc- contributes
(subsidy) to the
generation of electronic
version for journals.
• Since Marcalyc was
launched 5000 issues
have been processed that
would cost in the market
USD$ 7.8 Million
• Redalyc holds 50K journal
volumes and counting.
Cost per journal issue (USD)
XML markup 300
PDF 300
ePUB 300
HTML 300
Article reader 360
Total per issue 1.560
Successful case: journals generate its XML
content with no-cost in Marcalyc, download the
PDF, HTML, intelligent multimedia article reader,
ePUB article versions and use them in their own
websites
APC
No APC
Successful case: APC to non-APC conversion
Journal of the Entomological Society of Argentina eliminated its APC
policy to apply for a user account in Marcalyc.
OAI-PMH
Productivity Co-authorship Usage
Author homepage
Institution homepage
Area homepage
Journal homepage
Country homepage
Elsevier’s article of the future
Many functionalities offered by commercial publishers in other parts of
the world are provided for free by Redalyc and now by AmeliCA
vs. Redalyc article
reader technology
However, the recognition of
research assessment -by
governments and institutions-
is for what is present in
Scopus (Elsevier) or WoS.
If this doesn’t change there is
no future for scholarly-led
research communication
Redalyc at a glance
54.000 Redalyc daily users
10 million article downloads per month
1,300Peer-reviewed OA journals
629,000 full-text articles
622publisher institutions from 22countries
1.5 million authors from
10.000 institutions
The Latin American OA ecosystem is being
fragmented
Two different OA approaches
• Research assessment based on IF
(JCR) or SJR (Scopus) as the most
important metrics.*
• Favours APC bussiness model
(inherited from the Global North
becoming attractive for Latin
American journals)
• Language criteria that disqualify
publishing in local languages
*Scielo’s agreement with Clarivate Analytics to
generate Scielo Citation Index
APC
Approach 1: Dependent on
Mainstream-metrics and
Commercial Open Access
• Scholarly-driven publications and repositories
This approach seeks to strengthen publishers inside
universities by empowering editors with technology and
training in favor of the sustainability of OA
• Non-commercial OA
-More than 500 journal publisher institutions adopting
tools provided by Redalyc to keep the non-commercial
nature of their processes and to avoid APCs.
• Research Assessment
- Efforts towards finding a better way to assess scientific
research (Redalyc metrics, UdeA metrics)
- More than 600 journals signed DORA (Redalyc’s
additional mandatory requirement)
• Intellectual Property
- Publishers allow authors to hold the copyright without
restrictions
Approach 2: Scholarly-driven
Scientific Communication and
Non-commercial OA
So, we had to act in response...
A decision made to take advantage of the regional ecosystem,
technology, knowledge and experience of multiple organizations
so that the scholarly communication remains in control of the
academy and that avoids losing subsidies by choosing a shift
to address Open Access with commercial mechanisms such as
the APC.
Redalyc’s technology now is
extended to a broader cooperative
initiative
An infrastructure to strengthen
editorial teams within academic
institutions through providing
technology and knowledge to
ensure low costs in journal
publishing which contributes in
the sustainability of Open access
and prevents the inclusion of
author charges.
A non-profit publishing model to preserve the scholarly and open
nature of scientific communication
Journals participating in this model have the following:
Scientific and editorial quality
Digital publishing technology (XML JATS)
Open Access policy free of
publishing or processing costs
(APC)
A vision to overcome the current
assessment of science based on
the Impact Factor, signing the
Declaration on Research
Assessment (DORA)
Technology and Artificial Intelligence for a
participatory and inclusive science ecosystem.
XML
Open data
Linked data
Knowledge Discovery
Ubiquity
Semantic web
The potential of this model to create a global participatory arena
What part of current technology do academic publications take
advantage of?
• Open data
• Open access
• Linked data
• Knowledge base
• Discovery
• Ubiquity
• Semantic web
• Data compression algorithms to incorporate high resolution content.
What if every source
of information could
be a provider of a
linked data?
And contents
including scholarly
full-texts could be
granulated into
pieces
Every single piece of information
could be part of a giant graph
Where each piece
of information is a node
and relations among
nodes are identified
to compose a structure
that expresses the
inherent knowledge
and to be linked to a
wider and unrestricted
knowledge cloud
An upper layer of linked knowledge could be built
Aligned to the Web Foundation call on policymaker to reverse and leverage the
power of technology to fight inequality:
Accelerate progress towards universal access
Level the playing field
It is possible to achieve a cooperative
values-based infrastructure that
benefits scientific communication
worldwide.
Academy has the power to take
back control (or keep it) of the whole
knowledge generation life-cicle.
Publishing in control of academia can
create a counterweight to the
exclusionary system that prevails today.
We have the great opportunity to seek as humanity a more
equitable participation of all in the scientific discourse
that comprehends local agendas, diversity and that
contributes in the reduction of gaps.
I imagine a web of data for science,
a knowledge cloud -sustainable and open- that
promotes a participatory and inclusive science
communication
58
Organic means for visibility, internationalization and
discoverability of science could be enabled by
technology and by evolving in our systems of
valoration.
Arianna Becerril- García
arianna.becerril@gmail.com
http://www.redalyc.org/autor.oa?id=25
http://orcid.org/0000-0003-0278-8295
@ariannabec
Thank
you!

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Cooperative infraestructure for sustaining non-profit Open Access

  • 1. Cooperative infrastructure for sustaining non-profit Open Access Arianna Becerril García Universidad Autónoma del Estado de México Redalyc-AmeliCA
  • 2. Journals at the beginning of the digital age Revista Ciencia Ergo Sum, Mexico. (1997) Comunicar, Spain. (2007) Psicothema, Spain. (2002)
  • 3. Journals 20 years later Araucaria (2018) Comunicar (2018) Psicothema (2018)
  • 4. Table of Content Reis, Spain. (2018) Reis, Spain. (2007)
  • 5. Readability in scholarly journals Cinta de Moebio, Chile Cinta de Moebio, Chile 20181997
  • 6. Readability in scholarly journals Comunicar Vol. I, nº 1, 2º semestre Comunicar Vol. XXVI, nº 54, 1º trimestre 20181993
  • 7. 346 years later ... Find the differences
  • 8. PDF, de-facto standard for scholarly journals 0 10 20 30 40 50 HTML EPUB XML DOAJ 13,500 EUROPA 0 10 20 30 40 50 HTML EPUB XML 0 10 20 30 40 50 HTML EPUB XML 0 10 20 30 40 50 HTML EPUB XML NORTE AMÉRICA P. IBÉRICA LATINOAMÉRICA 97 94 99 99 PDF PDF PDF PDF REVISTAS 99% PDF
  • 9. PDF, de-facto standard for scholarly journals 0 10 20 30 40 50 HTML EPUB XML 0 10 20 30 40 50 HTML EPUB XML -6.4 3 12.4 21.8 31.2 40.6 50 HTML EPUB XML UNIVERSIDAD NACIONAL AUTÓNOMA DE MÉXICO UNIVERSIDAD DE SAO PAULO UNIVERSIDAD DE CHILE89 100 95 PDF PDF PDF 96% PDF UNAM * USP * UdeCH REVISTAS 407
  • 10. Is this the best we can do to achieve visibility, discoverability, inclusion, knowledge democratization?
  • 11. Nonprofit platforms: visibility, edition, quality assurance, metrics Nonprofit institutional journal publishing Mainly public institutions Key factors: Cooperation Networking Crowdsourcing Open source software In-house software Free software Nonprofit, mainly publicly – funded scientific communication system 2,849 journal installations Scholarly-led scientific communication system composed of hundreds of publisher institutions Open Access Ecosystem in Latin America
  • 12.
  • 16. At what stage of the web is scholarly publishing running?
  • 17. 2005 Sciences 2003 Quality assessment Social Sciences and Humanities 2006 OAI-PMH Data normalization 2009 Processes automation Web 2.0 2012 OAI-PMH journals Journal RSS Atlas Chile Atlas Austral de Chile Atlas de Iberoamérica Atlas de Interciencia Atlas de Psicología Atlas deVenezuela Gaia 2004 In-house software development 2013 Websites for: - Institutions - Countries - Areas - Journals OAI-PMH for institutions OAI-PMH for countries Mobile apps Interoperability with Institutional repositories 2015 - Interoperability LaReferencia, REMERI - Portal CLACSO- Social Sciences 2008 Bibliometrics Software on editorial processes 2011 SIIR Atlas de la Ciencia
  • 19. Journal evaluation Redalyc internal ratification International Advisory Board ratification  12 mandatory requierements  Peer review  75% original content  14 researchers  Different areas  11 countries rejected journals 88%
  • 20. Marcalyc – XML JATS markup system – • It is free to use • Prevents editors from outsourcing XML Markup • Designed for non-technical users • Minimizes XML markup time • Automatic front and tables tagging. • Automatic reference tagging. MAY 8-10 | SIMON FRASER UNIVERSITY HARBOUR CEN 2019 LIBRARY PUBLISHIN
  • 21. Marcalyc – XML JATS markup system – • Hierarchical visual representation through panels: which avoids knowing the technical standard in depth. • Automatic appearance of possible tags. • Automatic reference inference ABNT, APA, AMA, ASA, Chicago, Harvard, IEEE and more. • Visual management of images, tables and links.
  • 22.
  • 23. Mathematical expressions tagging with MathML XML tagging of tables and dataReplicability necessary condition in science XML tagging of annexes and supplementary materialOpen Data
  • 24. Before: without XML Self-classification of information Improved reading experience Illustration of items Intelligent information retrieval After: with XML
  • 25. • Interactive article reader • Mobile article reader • ePUB • PDF • HTML • XML JATS 4R
  • 26. Dynamic cartography, interactive graphics, animation, audio, video, high resolution images, open data
  • 27.
  • 28.
  • 29.
  • 30. ¿How much does Redalyc contribute to journals? (just in the edition phase) • Redaly/AmeliCA –with Marcalyc- contributes (subsidy) to the generation of electronic version for journals. • Since Marcalyc was launched 5000 issues have been processed that would cost in the market USD$ 7.8 Million • Redalyc holds 50K journal volumes and counting. Cost per journal issue (USD) XML markup 300 PDF 300 ePUB 300 HTML 300 Article reader 360 Total per issue 1.560
  • 31. Successful case: journals generate its XML content with no-cost in Marcalyc, download the PDF, HTML, intelligent multimedia article reader, ePUB article versions and use them in their own websites
  • 32. APC No APC Successful case: APC to non-APC conversion Journal of the Entomological Society of Argentina eliminated its APC policy to apply for a user account in Marcalyc.
  • 33.
  • 36. Author homepage Institution homepage Area homepage Journal homepage Country homepage
  • 37. Elsevier’s article of the future Many functionalities offered by commercial publishers in other parts of the world are provided for free by Redalyc and now by AmeliCA vs. Redalyc article reader technology However, the recognition of research assessment -by governments and institutions- is for what is present in Scopus (Elsevier) or WoS. If this doesn’t change there is no future for scholarly-led research communication
  • 38. Redalyc at a glance 54.000 Redalyc daily users 10 million article downloads per month 1,300Peer-reviewed OA journals 629,000 full-text articles 622publisher institutions from 22countries 1.5 million authors from 10.000 institutions
  • 39. The Latin American OA ecosystem is being fragmented Two different OA approaches
  • 40. • Research assessment based on IF (JCR) or SJR (Scopus) as the most important metrics.* • Favours APC bussiness model (inherited from the Global North becoming attractive for Latin American journals) • Language criteria that disqualify publishing in local languages *Scielo’s agreement with Clarivate Analytics to generate Scielo Citation Index APC Approach 1: Dependent on Mainstream-metrics and Commercial Open Access
  • 41. • Scholarly-driven publications and repositories This approach seeks to strengthen publishers inside universities by empowering editors with technology and training in favor of the sustainability of OA • Non-commercial OA -More than 500 journal publisher institutions adopting tools provided by Redalyc to keep the non-commercial nature of their processes and to avoid APCs. • Research Assessment - Efforts towards finding a better way to assess scientific research (Redalyc metrics, UdeA metrics) - More than 600 journals signed DORA (Redalyc’s additional mandatory requirement) • Intellectual Property - Publishers allow authors to hold the copyright without restrictions Approach 2: Scholarly-driven Scientific Communication and Non-commercial OA
  • 42. So, we had to act in response...
  • 43. A decision made to take advantage of the regional ecosystem, technology, knowledge and experience of multiple organizations so that the scholarly communication remains in control of the academy and that avoids losing subsidies by choosing a shift to address Open Access with commercial mechanisms such as the APC.
  • 44. Redalyc’s technology now is extended to a broader cooperative initiative
  • 45. An infrastructure to strengthen editorial teams within academic institutions through providing technology and knowledge to ensure low costs in journal publishing which contributes in the sustainability of Open access and prevents the inclusion of author charges.
  • 46.
  • 47.
  • 48. A non-profit publishing model to preserve the scholarly and open nature of scientific communication Journals participating in this model have the following: Scientific and editorial quality Digital publishing technology (XML JATS) Open Access policy free of publishing or processing costs (APC) A vision to overcome the current assessment of science based on the Impact Factor, signing the Declaration on Research Assessment (DORA)
  • 49. Technology and Artificial Intelligence for a participatory and inclusive science ecosystem. XML Open data Linked data Knowledge Discovery Ubiquity Semantic web The potential of this model to create a global participatory arena
  • 50. What part of current technology do academic publications take advantage of? • Open data • Open access • Linked data • Knowledge base • Discovery • Ubiquity • Semantic web • Data compression algorithms to incorporate high resolution content.
  • 51. What if every source of information could be a provider of a linked data?
  • 52. And contents including scholarly full-texts could be granulated into pieces
  • 53. Every single piece of information could be part of a giant graph
  • 54. Where each piece of information is a node and relations among nodes are identified
  • 55. to compose a structure that expresses the inherent knowledge and to be linked to a wider and unrestricted knowledge cloud
  • 56. An upper layer of linked knowledge could be built Aligned to the Web Foundation call on policymaker to reverse and leverage the power of technology to fight inequality: Accelerate progress towards universal access Level the playing field
  • 57. It is possible to achieve a cooperative values-based infrastructure that benefits scientific communication worldwide. Academy has the power to take back control (or keep it) of the whole knowledge generation life-cicle. Publishing in control of academia can create a counterweight to the exclusionary system that prevails today.
  • 58. We have the great opportunity to seek as humanity a more equitable participation of all in the scientific discourse that comprehends local agendas, diversity and that contributes in the reduction of gaps. I imagine a web of data for science, a knowledge cloud -sustainable and open- that promotes a participatory and inclusive science communication 58 Organic means for visibility, internationalization and discoverability of science could be enabled by technology and by evolving in our systems of valoration.

Notas do Editor

  1. What is more, Redalyc provides homepages not only for journals but also for countries, authors, institutions and areas of knowledge with their journals collection, search engines, advanced filters, different data visualizations and metrics. What is more, Redalyc provides homepages not only for journals but also for countries, authors, institutions and areas of knowledge with their journals collection, search engines, advanced filters, different data visualizations and metrics. Redalyc has also developed a full integration with ORCID. In the ORCID Registry, authors can use a wizard created by Redalyc to connect their ORCID ID to works published in journals indexed by Redalyc. As well as the platform called RedalycAuthors enables researchers to create a scholar homepage, monitor article metrics and export works to an ORCID profile.
  2. • Journal assessment systems modification has led to a weakening of journals which are not indexed by JCR or Scopus as it ignores the quality of journals, the link with society, their history, their importance, the visibility they bring to local science or the construction of a local community. • The researcher value that depends on where they publish joint with that journal assessment causes the researcher production and productivity based on the pursue to get published by journals from the mainstream as well as to obtain citations. • Outsourcing of editorial work is resulting in the relocation of budgets outside institutions, leaving behind the strengthening of institutional editorial teams. APC a model from the Global North becoming attractive for Latin American journals Upward trend in restrictions of self-archiving from the OA of the Global North