cOAlition S: The Future of Research

On September 4th of this year, Open Access advocates and scientists around the world woke up to some big news: eleven European national research agencies, the European Commission, and the European Research Council (which represents all the national scientific organizations of European Union member states) announced that they were launching cOAlition S which will require all research funded by these organizations to be fully Open Access by January 1st 2020.

This is a major coup for Open Access activists and a step in the right direction for worldwide scientific research. Not only will cutting-edge and high quality research papers be easy and free for anyone to access, but this will also help to kick-start innovation among open access publications  and encourage more institutions, funders and scientists to be deliberate in choosing an Open Access journals and platforms for their research.

Along with this requirement, the cOAlition S announced ten guiding principles in their Plan S, which I will break down below:

Copyright:

•  Authors retain copyright of their publications without restrictions. All publications must be published under an open license, preferably the Creative Commons Attribution Licence CC BY. In all cases, the license applied should fulfill the requirements defined by the Berlin Declaration;

Perhaps  one of the most important guiding principles of Open Access, Plan S recognizes that authors should a) retain copyright to their work, b) get credit for the work they do, and c) enable anyone to share, adapt, remix, and build upon their work. You can also read more about CC-BY in this fantastic post by the Open Access Scholarly Publishers Association.

Funding and Organization

•  The Funders will ensure jointly the establishment of robust criteria and requirements for the services that compliant high quality Open Access journals and Open Access platforms must provide
•  In case such high quality Open Access journals or platforms do not yet exist, the Funders will, in a coordinated way, provide incentives to establish and support them when appropriate; support will also be provided for Open Access infrastructures where necessary;
•  The ‘hybrid’ model of publishing is not compliant with the above principles;

These three points are absolutely crucial to understanding–the Funders are clearly spelling out their support for establishing platforms, services, journals, and incentives for the publication of scientific research. They are also saying that even if these routes of publication do not yet exist that they will support them. What this means is that we may begin to see increasing academic, financial and intellectual support behind OA platforms, journals and monographs. Finally, they are taking the stance that hybrid models are not compliant with their principals, and that they will support increasing openness. A hybrid model is, for example, when a journal will allow authors to make their article open access–but only for a fee. cOAlition S is taking steps to do away with this hybrid model.

Institutional Support

•  Where applicable, Open Access publication fees are covered by the Funders or universities, not by individual researchers; it is acknowledged that all scientists should be able to publish their work •  Open Access even if their institutions have limited means;
When Open Access publication fees are applied, their funding is standardised and capped (across Europe);
•  The Funders will ask universities, research organisations, and libraries to align their policies and strategies, notably to ensure transparency;
•  The importance of open archives and repositories for hosting research outputs is acknowledged because of their long-term archiving function and their potential for editorial innovation;

These four bullet points show that the Funders are bringing real heavyweight institutional support to the forefront of the agenda. The first point especially, that the Funders or author universities will cover the cost of publication fees is momentous for researchers. As covered in great detail by Nature and Paywall: The Movie, the fees charged to authors who want to make their articles Open Access can be burdensome. Additionally, the policy of standardizing Open Access fees will help to bring down costs across disciplines in Europe.

It is notable that cOAlition S gives high praise to archives, libraries and repositories. As demonstrated by our own experience at IU, institutional repositories like IU ScholarWorks and IU Scholarworks Open are great ways to distribute Open Access research as they allow access by an international community of learners to research and information.

The Plan S goal is that all journal and other non-book scholarly work should be Open Access by 1 January 2020–and they that they will monitor compliance and sanction non-compliance. You can read more about cOAlition S, the member organizations, and their plans here.

Plan S is an exciting Open Access breakthrough that promises a more accessible and transparent future for research.

The Scholarly Communication Department Welcomes Two New Graduate Students

Join us in welcoming two new graduate student assistants to the Scholarly Communication Department! We are thrilled to have Allison Nolan and Brian Watson join our team. Both Allison and Brian are new master’s students in the Information and Library Science (ILS) Program in the School of Informatics, Computing, and Engineering.

allison nolan photo

Allison Nolan received her Bachelor of Arts in English and Humanities from Valparaiso University in 2017. She worked for three years in the Valparaiso University Christopher Center library as the Marketing Student Assistant. In addition to working with the IU Library Scholarly Communications Department, she is also the Center Supervisor for the Teter residence hall library.

brian watson photo

Brian Watson is a historian of sexuality and the book. After winning several awards for his MA thesis, he expanded it into a full-length monograph which was featured on Conan O’Brien and elsewhere. He is a moderator for the world’s largest academic history forum, AskHistorians, and an editor and host of its podcast. He plans to focus on the interactions of humanities, archives and the digital world throughout his time at IU. He is also currently working on his next book, which focuses on the historiography of sexuality research.

We look forward to working with Allison and Brian. We can’t wait to see what they accomplish during their time at IU!

Office of Scholarly Publishing in the News

This summer, the Office of Scholarly Publishing has been reflecting on the services we provide and the value we bring to IU’s campus and open access scholarly publishing broadly. Simultaneously, the Office of Scholarly Publishing (OSP) has been mentioned in several recent articles and news pieces on open access publishing and author rights. I believe that these pieces start to answer our questions about the value, perspective, and expertise that we contribute to the larger community.

Jason Jackson’s post, which discusses Museum Anthropology Review’s business and labor model, highlights the instrumental role library publishers play in the open access ecosystem. Jason states,

I am not able to quantify the financial investments that the IU Libraries have made in MAR via the IUSW program, but the investment is significant and important…. just as MAR tries to serve the field without charging fees for that service, IUSW tries to serve projects like MAR without charging fees for that service. It is certainly the case that economies of scale have been realized by having library-based publishing support services that can concurrently help a wide range of (mostly small) journal projects.

Another recent piece, “What Happened, or, Impasses and Future Horizons for an Open Anthropology of Work” grapples with the challenges of operationalizing open access in the field of anthropology. The editorial cites conversations with the Office of Scholarly Publishing to make an important anthropology title, Anthropology Work Review, open access. While the effort was not successful and we do not currently publish AWR, the piece is important for demonstrating the values that IU’s OSP is dedicated to. Conversations with AWR were also a reflective exercise for our team, as they forced us to reflect on and operationalize our values, which in turn led to a better understanding of our own mission and ethics.

Finally, a recent op ed (first presented as a keynote) discusses the 50th anniversary of the Liberian Studies Association and mentions the association’s journal, the Liberian Studies Journal. The OSP currently hosts the journal’s back issues and is in conversations to help the publication renew publication efforts.

When I think about what OSP is and what we aim to be, I envision a meaningful partnership between IU Press and IU Libraries Scholarly Communication staff that encourages cross-pollination, harnesses disparate publishing resources, and pools expertise strategically in order to transform scholarly publishing at IU by:

  1. Serving IU faculty and students, through journal publishing, open access book publishing, and course material publishing.
  2. Moving conversations on publishing innovations forward on campus and in the larger community. This includes, but isn’t limited to, conversations around experimental peer review, course material affordability, hybrid OA models, open source infrastructure, and new modes of scholarship, including 3D object and multi-media integration.  
  3. Educating the next generation of scholars, both through supporting the creation of student publishing projects and creating programming and hands-on experiences for students interested in publishing, open access, and scholarly career paths.
  4. Moving the national conversation on library publishing, library/press partnerships, and open access forward.

I’m excited to see that we are already making a significant impact in several of these areas, including number four. The pieces above demonstrate that we are both inspiring and contributing to important national conversations that will impact the future of open access publishing.

Applications for OpenCon 2018 Open

This post was authored by Scholarly Communication Department Graduate Student Jenny Hoops.

The fifth annual OpenCon 2018 will be held in Toronto this November 2-4. In coordination with SPARC and the Right to Research Coalition, as well as York University, Ryerson University, and the University of Toronto, OpenCon aims to educate and develop Open Access, Open Education, and Open Data around the world.

opencon 2018 logo

The two-day conference will feature a diverse set of panels, regional workshops,  and project presentations. The final day will also involve an innovative “Do-A-Thon” that will encourage content creation that will hopefully create resources and collaborations that will last long after the conference formally ends.

OpenConMap of participation

Attendance at the meeting is by application only, and past participants have received full or partial travel scholarships. Students and early career professionals are particularly encouraged to apply. Apply at www.opencon2018.org/apply for a chance to network with other passionate advocates for a more Open world.

Scholarly Communication Deparment Student Assistant Jenny Hoops Wins Award

Congratulations to Jenny Hoops, Scholarly Communication Department Student Assistant, on winning the IUB Libraries Student Employee Recognition Award! The purpose of the award is to recognize student employees who demonstrate outstanding performance and make exceptional contributions toward the achievement of the department’s goals and objectives.

photo of jenny hoops

In my nomination of Jenny, I wrote the following:

Jenny has exceeded the expectations for her position, furthering the IU Libraries strategic goals and enabling the Scholarly Communication Department to successfully operationalize several key services….Her creativity and ability to problem solve independently have been assets for our team and for the library.

We’re thankful for Jenny’s initiative and excellent work over the last year and we’re thrilled that her work has been recognized through this important award. Jenny and three other recipients of the award will receive certificates and $100 cash awards.

What’s the Scholarly Communication Department Working On?

This post was authored by Scholarly Communication Graduate Student Jenny Hoops.

This week, the Scholarly Communication Department has been hard at work preparing for the upgrade to our new publishing platform, Open Journals Systems 3 (OJS 3). Our priorities have included providing outreach for our journal editors and managers, integrating IU branding and accessibility information, and creating a consistent design for the overall website while allowing each journal to maintain a unique aesthetic.

The department offered three training sessions for journal managers and editors over the course of last week. These sessions highlighted the differences between the OJS 2 and OJS 3, emphasizing the streamlined process of submission management and the various technological improvements.

powerpoint slide

Attendees were also able to see OJS 3 in action for the first time, as the training included a demo of the editorial workflow and a general overview of settings and features. While one of these workshops was available via Zoom in order to access editors not able to travel to IU, the two in-person sessions will include a series of hands-on activities in a test space of OJS 3.

sarah presenting

For those editorial teams unable to attend one of the training sessions, the following resources will be of interest:

migration timeline

On April 5, we will be enacting a freeze on all of our journal content in order to facilitate final implementation of OJS 3. Users will be unable to submit new articles, engage in any editorial activity, or publish any issues during these four days, but articles will still be accessible for the general public. By April 9, OJS 3 will go live, and full functionality of both journal websites and the editorial workflow will be reinstated. If you have any questions about this timeline, training sessions, or OJS 3 generally, contact iusw@indiana.edu.

Open Education Week 2018 at IU: A Recap

On Thursday March 8, the Office of Scholarly Publishing and UITS partnered to hold a day-long Driving Student Success through Affordable Course Material Symposium. The symposium featured three experts from the University of Wisconsin-Madison. Each expert brought a unique  perspective and context to the conversation. Steel Wagstaff (Educational Technology Consultant), Kris Olds (Professor of Geography), and Carrie Nelson (Librarian and Director of Scholarly Communication) presented at morning workshops and participated in an afternoon panel.

Both faculty and staff attended with the symposium, with representatives from the Kelley School of Business, the School of Education, UITS, the Office of Financial Literacy, and the Office of the Vice President for Diversity, Equity, and Multicultural Affairs present. By the end of the day, at least one faculty member had switched from traditional course content to an affordable, digital eText! We’ve also already met with one faculty member interested in student-created OER and plan to have several follow up conversations in the coming months.

Participants chose one of two morning workshops: “Making Open Textbooks and Other Interactive Learning Activities with Pressbooks” with Steel Wagstaff or “Supporting Campus and Course-Level Adoption of Open Course Content” with Carrie Nelson and Kris Olds. These workshops were informative and informal, shaped by participants’ questions and centered on hands on application.

In Kris and Carrie’s session, we discussed the basics of open/ affordable and covered Creative Commons licensing, which then allowed us to have a more in-depth conversation about the process/ funding needed to create OER, governance and course material selection, student outreach, and the political economy of OER. Kris and Carrie also shared successful strategies for raising awareness about OER on their campus, which several participants felt was the most pressing barrier to more systematic adoption.

Robert McDonald, Associate Dean for Research and Technology Strategies, kicked off the afternoon panel with contextual information about the price of course materials at IUB and how these costs impact students. The panel then opened with an overview of current initiatives at IU Bloomington, presented by Michele Kelmer and Michael Regoli. The panel transitioned to  presentations from our UW-Madison guest experts. Each of the guest’s presentations demonstrated that UW-Madison is engaging in innovative work around Open Educational Resource (OER) creation and community building.

I was inspired by several parts of the panel, but there are two slides I’d like to highlight here as essential and foundational for shaping the Office of Scholarly Publishing’s outreach at IU Bloomington.

  • Steel’s guiding principles for his work:
    • Go anywhere
    • Talk to everyone
    • Say ‘yes… you can’
    • Find partners, champions, and enthusiasts
    • Build local capacity
  • Carrie’s argument that OER and affordable course material content work aligns with library values around:
    • Access
    • Confidentiality/Privacy
    • Democracy
    • Diversity
    • Education and Lifelong Learning
    • Intellectual Freedom
    • The Public Good
    • Preservation
    • Professionalism
    • Service
    • Social Responsibility

These points were both encouraging and motivating to me. The Scholarly Communication Department is invested in instructor agency and autonomy, student access, and building local expertise here at IUB. We hope to continue to find champions and enthusiasts that can partner with us to make these goals possible.

There were several goals for symposium: to build community around course material issues, to connect instructors and relevant staff from key offices on campus, to raise awareness about the spectrum of existing affordable course material work happening at IU Bloomington, and to guide the future of Office of Scholarly Publishing services. We know the conversation doesn’t end here! We look forward to continuing to work with instructors on affordable and open course material creation and adoption. We also hope to partner with librarians and instructors within the IU system, Big Ten Academic Alliance (BTAA), and Unizin.

Resources

IU Libraries Diversity Resident Program

IU Libraries are new members of the ACRL Diversity Alliance and have developed a Diversity Resident Program modeled on successful programs managed at other Diversity Alliance institutions. The IU program aims to increase the inclusion and diversity of librarians at our institution as evinced in our Diversity Strategic Plan and to further the growth and development of academic librarians at Indiana University. Read the full program description here.

 

Driving Student Success through Affordable Course Material Symposium To Be Held on March 8

Indiana University Bloomington undergraduate students are estimated to pay $1,034 for course materials each academic year. Said another way, students must work 142 hours at a minimum wage job to purchase their course materials each year. Thus, high course material costs directly impact first generation, food-insecure, and low-income students and their ability to do well in class.

IU student estimate for course material

Image created by IU Press

A national survey of over 2,000 students found that if students cannot afford course materials, 65% of them will avoid renting or buying texts even though they know it may possibly impact their overall success in a course. Almost half of the students surveyed said that the cost of textbooks also “impacted how many/ which classes they took each semester,” potentially affecting student course loads and degree progression (pg. 5).

Affordable and open course materials offer a potential solution to this issue. Affordable course materials are offered to students at a reduced price, often at a fraction of what they would normally pay. IU’s eText program has helped IU instructors integrate affordable course material into their classrooms since 2010. Students play a reduced, flat fee for their eTexts and they are guaranteed access on the first day of the semester, increasing engagement for the entire class. Students retain access to eTexts throughout their time as an IU student.

Similarly, Open Educational Resources (OER) are course materials that are shared under an intellectual property license that explicitly allows others to use and revise them freely. Examples of OER include textbooks, videos, activities, syllabi, and lectures shared under a Creative Commons license. In addition to cost savings, OER have been connected to student retention and completion. A study at Virginia State University found that students who took courses that utilized OER “tended to have higher grades and lower failing and withdrawal rates.” Thus, affordable and open course materials save students money while also helping instructors improve learning outcomes.

Still, many faculty do not know how to find, evaluate, or create affordable and open course material. The Office of Scholarly Publishing and UITS have partnered to hold a day-long Driving Student Success through Affordable Course Material Symposium on March 8, which will explore the connection between course material costs and student success, progression, and retention. The symposium will feature three experts on affordable course material from the University of Wisconsin-Madison. Steel Wagstaff (Educational Technology Consultant), Kris Olds (Professor of Geography), and Carrie Nelson (Librarian and Director of Scholarly Communication) will share their experience locating, creating, assessing, and integrating OER and affordable course material into courses in several disciplines.

Morning workshops will explore tools and repositories for finding and creating affordable course materials firsthand. The afternoon panel will provide an overview of current initiatives at IU and UW-Madison and address how course material costs impact students in more depth. The day will conclude with an informal reception, where attendees can meet one-on-one with IU experts to get started on adopting or creating affordable course material in their own courses.

All IU Bloomington instructors interested in course material creation, new forms of pedagogy, and tools for finding and evaluating affordable/ open content are welcome! Space is limited and registration is required by February 16, as lunch is provided.

Instructors interested in working with the Office of Scholarly Publishing to find or create either OER or eTexts can e-mail iusw@indiana.edu.

The Importance of Undergraduate Student Research at IU

This semester I had the privilege of teaching “Academic Editing and Publishing,” a one-credit hour course for the Indiana University Journal of Undergraduate Research (IUJUR) student editorial board. I co-taught the course with a current undergraduate student and the former editor-in-chief of IUJUR, Sonali Mali. The purpose of the course was twofold: to give students a practical skillset for publishing a multidisciplinary undergraduate scholarly journal at Indiana University while also informing students of larger conceptual academic publishing issues.

Striking a balance between practical fundamentals—for example, learning the ins and outs of our publishing platform and evaluating submissions using IUJUR-specific rubrics—with larger concepts was sometimes challenging. Overall, I think that students appreciated the authentic learning experiences that resulted from using an active journal as a tangible example throughout the course.

I learned a lot about myself as an instructor and the importance of librarian perspectives in undergraduate publishing education. Library publishers are experts in ethical publishing practices, open access funding, and various peer review models. Students were most passionate when we discussed the cost of information, open access publishing, and new publishing innovations, including post-publication peer review, data publishing, and including 3D and media in traditional journal publishing. I was excited to talk about these developments in the context of the work that IU Libraries is pursuing and several of the case studies we discussed in class were pulled from work that the Office of Scholarly Publishing (OSP) and IU Press is currently engaged in. 

The Importance of Undergraduate Research

Throughout the course, I learned about the importance of undergraduate research and the integral role that IUJUR editors play as ambassadors for undergraduate research at Indiana University. I kicked off the first session of our course with asking students to articulate why undergraduate research was important. Students shared that IUJUR gave IU students a voice and presence on a research-intensive campus. They explained that an institutional commitment to undergraduate research provided space for all students to ask their own research questions and share their perspectives. They also noted that IUJUR gives student editors and authors access to faculty advisors, tangible career preparation, and opportunities to refine their voice and collaboration skills. Here were a few of my favorite responses from this activity:
undergrad research primes a generation of future researchers

prepares students for grad school and beyond

gives students the ability to take a proactive role in shaping the research climate on campus

These responses align with the growing body of literature that discusses how impactful and effective undergraduate research is. The Council on Undergraduate Research supports institutions of all sizes and missions that provide some kind of undergraduate research opportunity for faculty and students to collaborate on. They have a variety of publications, many of which are freely available to access. Some of the benefits of intensive undergraduate research that CUR has identified include:

Enhances student learning through mentoring relationships with faculty

Increases retention

Increases enrollment in graduate education and provides effective career preparation

Develops critical thinking, creativity, problem solving and intellectual independence

Develops an understanding of research methodology

Promotes an innovation-oriented culture

Similarly, undergraduate research has been called a “high-impact practice” or HIP. George Kuh wrote a landmark paper for the Association of American Colleges and Universities (AACU) on high-impact educational practices in 2008. When researching why intensive undergraduate research, service learning, learning communities, and other learning opportunities were particularly effective, he found several similarities between HIPs (pgs. 14-17), including:

An extensive investment from students

Interaction and relationship building between peers and with faculty to solve “substantive” or real-world problems

Exposure to diverse perspectives and viewpoints

Consistent feedback to foster improvement and growth 

Kuh’s list applies to the intensive work that IUJUR authors and editors do to publish a multidisciplinary journal regularly.

Throughout the course I always tried to come back to our first session and the reasons that students identified for why undergraduate research is important. I can now articulate that the product–the final research output that others can read and cite–is only a piece of the puzzle. The process that IUJUR student editors and authors go through is just as fundamental. The process is where learning takes place. It’s where we train future researchers, scholars, and citizens to think critically about access to research and how we evaluate scholarship. It’s where we build relationships with students that transform their future career paths and broaden and enhance their existing interests. I am thankful to play a small part in the IUJUR student editors’ process and be part of a campus that prioritizes undergraduate research.

Additional resources:

Additional reading on undergraduate research journals:

  • Dawson, D. D., & Marken, L. (2017). Undergraduate Research Journals: Benefits and Good Practices of Involving Students in Content Creation and Other Scholarly Communication Activities. WILU 2017 Conference, University of Alberta. https://ecommons.usask.ca/handle/10388/7899
  • Riehle, C. F. (2014). Collaborators in Course Design: A Librarian and Publisher at the Intersection of Information Literacy and Scholarly Communication. In 2014 LOEX Conference Proceedings. http://docs.lib.purdue.edu/lib_fsdocs/119/
  • Weiner, S., & Watkinson, C. (2014). What do students learn from participation in an undergraduate research journal? Results of an assessment. Journal of Librarianship and Scholarly Communication, 2(2). http://doi.org/10.7710/2162-3309.1125