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Taking Account: Recount – Ideas

Taking Account:

Mission Comments from:

Books: OMM; GTG; GTG Social; True North; Leadership Ensemble  + those to come

Conferences/Projects:

  1. ACRL
  2. Greensboro
  3. CIT
  4. David Lewis
  5. SUNYLA
  6. 2.0 Tools
  7. Bergren
  8. Publishing

Management / Leadership / Entrepreneurship / Thoughts

  • Mission, Vision, Goals
  • MBTI
  • Flatten Orgs
  • GTG
  • Authentic Leadership
  • Competition

Visits and Biblioteca

  • Bayerische Staatsbibliothek – Bavarian State Library: Munich Bavarian State Library: Located in Munich, this large library was named Germany’s library of the year last year. It’s part of a nationwide program called Libraries-Link which serves as an access portal to all of Germany’s libraries making it easy to find information on any library. Additionally, it has partnered with Google to scan and make public many works that are public domain. The library is home to many rare books, numerous online databases and journals and a fast and nationwide resource search program. The library is working to digitize much of the rarer elements of its huge collection so that those within Germany and around the world can enjoy them from anywhere.
  • Traditionally innovative – 450 Years of the Bavarian State Library

    Fassade der Bayerischen Staatsbibliothek von rechts; Copyright: Bayerische Staatsbibliothek Facade of the Bavarian State Library from the right; Copyright: Bayerische StaatsbibliothekMunich celebrates. In the Bavarian capital the year 2008 – at least within the city’s thriving library network – marks a very special birthday. The Bavarian State Library (Bayerische Staatsbibliothek) is celebrating 450th anniversary. The history of the present-day Bavarian State Library (Bayerischen Staatsbibliothek, BSB) began in 1558 – as the court library of the Wittelsbach Duke Albrecht V. “The newly founded library was far more than a mere expression of royal grandeur and self-promotion; together with the Antikensammlung (Collection of Antiques) and the Kunstkammer (Cabinet of Arts and Curios), Duke Albrecht wanted it to provide a cultural cosmos of that era,” explains Rolf Giebel, the General Director of the BSB.

    In the “Cultural Cosmos of the Renaissance”

    The foundation stone for this project was laid by the purchase of the valuable Oriental library of Johann Albrecht Widmanstetter. In 1571, as the next big step towards creating a cultural cosmos, Duke Albrecht acquired Johann Jakob Fugger’s library, comprising over 10,000 volumes, which was one of the largest collections of that time.On the occasion of its 450th anniversary, the Bavarian State Library is now displaying the impressive stock from its founding era. In the jubilee exhibition “Cultural Cosmos of the Renaissance” it shows Ethiopian and Armenian manuscripts, Italian incunabula, early prints from France and Spain, illuminated Korans, exquisitely illustrated books on tournaments and works on the techniques of war, architectural tracts as well as books on coins and heraldry.

    Giovanni Boccaccio, Des cas des nobles hommes et femmes, Aubervilliers/Tours, 1458-1465, (Cod.gall. 6, fol. 2v): The trial at Vendôme; from the exhibition The Cultural Cosmos of Renaissance. The Foundation of the Bavarian State Library; Bavarian State Library from  7.3. to 1.6.2008; Copyright: Bayerische StaatsbibliothekHeinrich Arboreus, celestial globe, Munich, 1575, painted by Hans Donauer the Elder, frame made by Hans Aernhofer, mechanics and reinforcement by Ulrich Schniep; Detail showing the Pisces and Aries signs of the zodiac, and also the constellations Pegasus, Andromeda, Cetus, Triangulum, Perseus and Cassiopeia; from the exhibition The Cultural Cosmos of Renaissance. The Foundation of the Bavarian State Library; Bavarian State Library from  7.3. to 1.6.2008; Copyright: Bayerische StaatsbibliothekArmenian Tetraevangelium, Grner, Cilicia, 1278; (Cod.armen. 1, Bl. 226r): Decorative page at the beginning of the Gospel of John; from the exhibition The Cultural Cosmos of Renaissance. The Foundation of the Bavarian State Library; Bavarian State Library from  7.3. to 1.6.2008; Copyright: Bayerische Staatsbibliothek
    TV SymbolSlide Show: 450 Years of the Bavarian State Library

    A glimpse into the treasure chamber

    Impressive as these gems from the first acquisition years are, they almost disappear in the abundance of treasures which the library acquired in the following decades. Some 92,000 manuscripts are currently stored only in the depots within the Library itself. Moreover, with over 20,000 titles it boasts the world’s largest collection of incunabula.Spread over the entire anniversary year, the Library, affectionately referred to as “Stabi” by its users, will be inviting the public to smaller exhibitions in which more precious gems from its treasure chamber can be admired: splendid illuminated choir books, atlases of the “Mannheimer Palatina”, books by painters and artists, illustrated artist-autographs and the Ottheinrich Bible, the most spectacular new acquisition.

    Multimedia Services

    Yet even in this anniversary year the Bavarian State Library is by no means presenting itself merely as the judicious preserver of a cultural heritage that dates back thousands of years. As one of the most important international research libraries it is also the multimedia information service provider for the sciences and an innovative force in the field of digital services.At the beginning of April 2008 the Centre for Electronic Publishing (Zentrum für Elektronisches Publizieren, ZEP) was opened here, which combines the activities of the Bavarian State Library in the field of genuine electronic publications. “With this,” says Rolf Griebel, “we are supporting the creation of a sustainable infrastructure for the operation and permanent accessibility of open-access publications in the sphere of humanities.”

    Reading room of the Bavarian State Library with gallery; Copyright: Bayerische StaatsbibliothekStockroom of the Bavarian State Library; Copyright: Bayerische Staatsbibliothek

    Robots at work

    When it comes to the retro-digitisation of holdings, the Munich Library has long been one of the trailblazers in Germany. Last autumn the first project in the sphere of mass digitisation was launched under the auspices of the German Research Foundation (Deutsche Forschungsgemeinschaft). By the end of 2009 almost 37,000 German-language print works from the years 1518 to 1600 are to be digitised and, in a second step, to be made accessible, free of charge, via the internet – a total of over 7.5 million pages.Anyone wishing to gain insight into how the BSB copes with such masses of sensitive books should go to one of the Scan-Robot Days that are taking place in the anniversary year. In the Library’s Fürstensaal leading manufacturers will present live their latest cutting-edge devices and demonstrate the various methods of automated scanning. This companies’ presentation will be accompanied by a series of lectures.

    An imposing setting

    The fact that the guided tour “Behind the Scenes of the Bavarian State Library”, which i.a. allows visitors a glimpse of the book conveyor system and of the “digitisation street”, is booked out many months in advance shows how great the general interest is in the innovative achievements of the State Library. There was also a very lively interest in the Day of the Open Door (on 11th October) when the staff, comprising some 700 employees, granted insight into the operation of a modern-day library.The jubilee year will end on a spectacular note with a concert by the Tölz Boys’ Choir. For the evening concert will take place in the magnificent stairwell of the Library building in Ludwigstraße. Anyone entering the Library for the first time is inevitably awestruck by the 60 huge, broad marble steps of the main stairwell. Equally awe-inspiring is the success story of the Bavarian State Library, which has been accommodated here since the mid-19th century – and which, with its now over 9.25 million volumes, has developed in the course of the last 450 years into one of the most important European universal libraries.

    Dagmar Giersberg
    works as a freelance journalist in BonnTranslation: Heather Moers
    Copyright: Goethe-Institut, Online-Redaktion

    Any questions about this article? Please write to us!
    online-redaktion@goethe.de
    May 2008

Categories: Uncategorized.

IIC 2009: Librarian Entrepreneurs: Demystifying a Professional Oxymoron

Librarian Entrepreneurs: Demystifying a Professional Oxymoron: Steven J. Bell

- Bell’s Presentation – steal this ..

  • Made Video of Question to start off presentation
  • Hand drawn pictures and text

Name a Librarian who is an Entrepreneur? .. dont’ now
Name any Entrepreneur? Gates, Trump .. dont know

Confusion with “resourceful” “innovative”

7 Charateristics of Sucessful Entrepreneur

  1. Opportunistic: Israel and waste water
  2. Creative Genius (or Team) Intermittent Windshield wiper (Pixar)
  3. Customer Focus (Zappos)
  4. Persistence (Berners-Lee)
  5. Connect the Dots (spotting trends, see same things differently)
  6. Passion (Blended Librarian Online Community)
  7. Risk Taking

Sessons – Library chat platform – North Carolina

Social Entrepreneurship: Creating Future Libraries (Aaron Schmidt – notebook)

“Design Thinking”  IDEO “Deep Dive” (Nightline episode)

The Design Approach:

  • empathic thinking (experience it live .. not by survey)
  • identify problem before the solution
  • brainstorming process
  • prototyping process
  • formative summative evaluation (let people try it)

10 Tips for Aspiring Librarian Entrepreneurs

  1. Listen/Observe
  2. Accept Hard Work
  3. Something is better than nothing
  4. Break a Few Rules (not so policy driven)
  5. Ask Open-Ended Questions
  6. Balance Risk & Evolution (use incremental change)
  7. Develop Sticky Ideas – (Made to Stick – Dan Heath Book) – elevator pitch, succinct, emotional
  8. Time For Ideas : 20% time for thought and reflection (watch for Google Waves)
  9. Keeping Up  (Bell’s Keeping Up Blog) – trends, next big thing, disruptive technology
  10. Use the Zoom Out Lens (JCollins … when things get tough)
  11. Know your Core Values

Next Steps

  • Talk to Users in their Natural Habitat
  • Talk About Core Values with Stakeholders
  • Talk about Design Thinking
  • Talk about Risk Tolerance Level

Blog: Designing Better Libraries

In Video: Jim Neal (Columbia)

  • Unbundle Heirarchy
  • Create New Units
  • Create Maverick Unit

Comments from Audeince

.. ways around flat heirarchy .. (ie. cross functional groups)
.. too flat makes alot of work (need some .. hmm makes me think of Monkey)

*** Bell Also Mentioned Reference desks going away ***

Conference Summary Ideas: Wake Forest Dir.

Risk Management over Risk Taking
Paying faculty to work on better library assignments
AU Libraries Professional Devleopment Blog
NJ Inst. Tech .. Doing interesting things

Categories: Moved to Addedentry.

IIC 2009: Competition for Library Services

Competition for Library Services  – Dr. Larry Nash White

  • Not only provider
  • May not be best
  • Not First provider (14th in OCLC Survey)
  • We compete with each other (libraries)
  • Staffing: poaching & book publishing

Competitors: (Options)

  • Bookstores (Physical and online)
  • Mom & Pop
  • LSSI – outsourcing lib services (public, small academic, special libraries and they do it well)
  • E-Books
  • Social Networking: .. is this replacing “library as place”
  • Google: 99 cent chapters on horizon – idea maps – time maps (check out) .. also repackage existing services for new markets
  • (Slide: Visual Of Hundreds of 2.0 icons)
  • iTablet
  • Espresso Machine: Books on Demand (500,000, Million by 2010 books on it)
  • Redbox :D VD rental .. total automation
  • Flexible flex screens

There are competitors we cant see …

  • Day Care
  • Lack of time to go to the library
  • Entertainment
  • SEE .. “The Hidden” chart in ppt

Potentials:

  • Walmart sells more books than Amazon, B&N and BooksaMillion combined
  • Kiosks – that print out paperbacks and provide e-copies

Competitive Responses:

  • Respond like a business
  • Expand performance assessment
  • Include competetive scanning /and intelligence
  • now servive environment
  • innovate
  • increases access, alignment and accountability
  • value assessment!

“A Flat World Library” -  Biblioteca de Santiago (Chile)
See YouTube on Biblioteca

Never had a library .. had clear set of needs .. built strictly according to need

  • Everything On wheels
  • Don’t Shelve – RFID Tags,
  • Wireless
  • Power system portal
  • Customer delivery
  • Art Museum
  • Customized Seated
  • Open 120hrs week
  • 270,000 Sq Foot Bldgs
  • Audio/Voice and Touch Screen Workstations
  • 4000 Volunteer

Anthropologist int he Library to watch

Categories: Moved to Addedentry.

IIC 2009: Meeting an Unmet Need: Extending the Learning Commons Concept Through On­ Campus Partnerships and Branding

Meeting an Unmet Need: Extending the Learning Commons Concept Through On­  Campus Partnerships and Branding – La Loria Konata; GSU Learning Commons

Georgia State University (Learning Commons) .. Outreach Efforts

Assignment Calculator (widget)

Webheat (Univ Minnesota)

Campus Collaborations: (Idea .. meet with Student Activities)

  • Office of New Students
  • At Risk Students Program
  • McNair Scholars (Honors students) .. paired with faculty on research .. designed for them – sessions and breakout with liaison librarian
  • Black Sorority Project
  • Freshman Friday: Fri. before school starts. – Passport stamps (redeemable) .. food and games, movies, chill out stations.. just get them in the library .. tee shirts, coffee tickets, frisbee magnets.
  • Family Weekend – leftovers from Freshman Friday
  • Chillax .. during finals week .. Episodes of Family Guy and Pizza .. (announced chat service and room reservations)

Ideas:

  • Facebook Page
  • Learning Commons Theatre (On YouTube) .. “Ghost Book” .. “Rude Computer”
  • iTunesU

Failed Attempts

  • Student Advisory Group
  • Mystery Shopper (for evaluation of services) work With Marketing Class
  • One Six Right Screening
  • “old skool gaing”
  • Online Drop-in Classes

Categories: Moved to Addedentry.

IIC 2009: Alibris and Libraries

Alibris .. Sell Books

Scan ISBN .. populates record and instant website listing.  Name Price.
Incl. Subject Listing. (50 bks/hr)
Pricing tool
Generates Packing Slip
Mailing included (figure in pricing)

Mentioned “Long Tail”
Google Books .. reeducated self

Categories: Moved to Addedentry.

IIC 2009: Stacking the Odds for Success: A Six­ Stage Process to Articulate and Promote Your Entrepreneurial Idea

Jon Obermeyer: Lunch Speaker – Stacking the Odds for Success: A Six­ Stage Process to Articulate and Promote Your  Entrepreneurial Idea.

2 kinds of Entrepreneurship
Lifestyle (small, personal) vs High Growth (corporate)

NOTES:

  • Identify a VERY Large problem tht needs to be solved
  • Not necessarily something nobody is doing… some competition good.. just identify weakness and make it better
  • Libraries Ideal for “Ubiquitous Entrepreneurship”
  • Growth the idea to be self sustaining beyond your tenure (Exit)
  • People Dont like to Adopt New Things

6 Steps

Problem -> Solution -> Product
Team -> Funding -> Exit

1) Problem ..

Spend Lots of Time (most) identifying a PROBLEM

  • data + Research
  • articulate it succinctly
  • cite credible sources

2) Solution

  • Benfeits?
  • Why is it unique?
  • Why worth investigating?

3) Product

  • Tech Specs
  • Scales and Scope
  • Design for Future (years out) … where is the product going

4) Team

  • Functional Expertie
  • Domain Expertise
  • Initiative Person (worker bee)
  • Political Person
  • Succession .. who will take over
  • Then do “Gap Analysis” – who is missing
  • Then .. get them on advisory board or as a vendor

5) Funding

  • Entrepreneurs Embrace Risk
  • Investors Reduce Risk
  • Mock up Pro-forma Budget (3-5 years)
  • OK to Lose $

6) Exit

  • Know logical conclusion (ie. solved problem, failure, can carry on without you)
  • Exits can build credibility

See Six Step Template (Business Plan on One Page) – also develop “elevator pitch” version (clear, concise, sharable)

Look into “Venture Philanthropy” – “Entrepreneurial Philanthropy”

Categories: Moved to Addedentry.

IIC 2009: Joyce Ogburn (U. Utah): Risk and Entrepreneurship in a Time of Uncertainty

Entrepreneurs

  • Find Partners – spreads risk
  • Build Teams
  • Use other areas of organizations – ie Business school for business plan.
  • Opportunity focused
  • Should be small, simple and practical.. one idea at a time

Drucker: Links Entrep and Innovations

———————
Risk

  • Some may chastise Libraries for taking risk (risk adverse) .. Libs have been rewarded for being conservative
  • Risk Taking vs Risk Management – go for Risk Management
  • Parallel to Investing
  • Balancing risk, diversifying, reserves and using time

———————
Leadership

  • Create culture of innovation .. hire ‘em and let ‘em go
  • Some guidelines – dont micromanage
  • Instill principles and values
  • Provide resources, rewards & incentives
  • No perfect decisions – Take Leaps of Faith
  • Resist order and completeness
  • Don’t Manage for for Exceptions: Too much planning for for exceptions (policies)
  • Design for typical occurances (98%) not Exceptions
  • Empower people to make decisions on exceptions
  • More risky when 1 person makes decisions
  • Fear of Failure
  • Fear of Success

———————
Organizational work (slide)

  • Normal work -> R&D -> Innovation -> Transformative work
  • Only funded to do “Normal work”

———————
Knowledge Management

  • Open and collaborative – of interest BEYOND the institution
  • Collect Institutional mission-based assets
  • Proposes new discipline – “KIAS (Knowledge Information Arts & Sciences)” .. Knowledge Technology
  • She says “open knowledge” will surpass published content

Re-Imagine:

  • Curate .. notebooks, data, software, ussers are creating their own “personal knowledge systems”

———————
Opportunities:

  • Open Movement  – resist control
  • Social Networks: services (OCLC)
  • Teaching new literacies and digitally challenged
  • Leverage advantages of location and service
  • Mini/Innovation Grants (Enrichment Grants) – up to $5000

Ideas:

  • POD squared – Print on Demand / Purchase on Demand
  • “Espresso Machine” Prints Books on Demand
  • Utah – Western Soundscape Archive – cool – Funded by library & ILMS (westernsoundscape.org)

———————
Strategies:

  • Fast track decision
  • Be ready for opportunities
  • Reinvent
  • Experiment, shift, adapt
  • Assume more risk
  • Partner
  • Plan in shorter time frames

———————
Summary Points (there is more … find .ppt)

  • Stop dwelling on risk – risk is unavoidable .. live with and manage
  • Small focused steps
  • Not about inofrmation ..we’re abotu knowledge
  • Spend resources to create transmormative work
  • Good ideas should be shared
  • .. *** find .ppt for moremore ..

———————

  • “Nothing breeds success like failure” – Kiplingers
  • Just Do It!

Categories: Moved to Addedentry.

Lessons for Book

1) Discipline:

GTG – Culture of
OMM – One Min Reprimand

2) Right People Above All:

GTG
Podcast
Leadership Orch –

3) Technology Means .. Not the End

Categories: Uncategorized.

Bergren Forum Presentation: (R)evolutions in Scholarship Rethinking Scholarship in the Digital Age – April 30, 2009

My section of Bergren Forum Presentation: (R)evolutions in Scholarship Rethinking Scholarship in the Digital Age – April 30, 2009
Presented by: Ellen Bahr, Mark Smith  & Chad Harriss

Thank you Chad.. Hi there everyone..

I am grateful for this chance to discuss a few ideas and issues in scholarship that occupy much of my thinking and work these days.  I am also grateful for the opportunity to collaborate with Ellen and Chad on this presentation.  It has been quite rewarding.  We’ve learned a great deal from each other.

Ya .. know .. I almost wish we would have recorded a few of our fruitful conversations and just played them back for you all.  I think you would be very impressed.

Now that I think of it .. perhaps we could have taken some recorded excerpts from those meetings and …. maybe add some video of scholars in action .. creating or using new scholarly formats …And then.. we could’ve recorded a few screen shots of  some of that scholarship, and laid a running audio commentary of the top of it describing the process.

Of course.. then .. we should put it all up on a wiki and group edit the work by adding some text to give it some structure.  When we finished that, perhaps we could put it up on Chad’s blog for commentary from colleagues .. who knows maybe we’ll want to incorporate some of those peer reactions in a later version.

And, oh wait.. Ellen found that article in the online “Journal of Electronic Publishing” and that website with the animated simulation.  We could link to those as references or perhaps fit them in the body of the work.  Oh ..and then there’s Chad … you know Chad ..  he’ll want to include a “vodcast” of his hero .. MIT Professor Henry Jenkins giving that talk at that forum in Bali.  I would just add an RSS newsfeed from Jenkins blog “Confessions of an Aca-fan” ..   But nooooo, he’d want to capture the oration and the reactions of the audience.  So, we’d add that in there somewhere.  After all, the guy is a dynamic speaker and his comments are a perfect compliment to the high res graphics from van Orsdel’s PowerPoint “Anatomy of a Crisis: Dysfunction in the Scholarly Communications System”  We’ll add it ..It’ll make Chad happy .. And, ya know .. collaboration, its a good thing…

Speaking of good things.. It’s a good thing we have Ellen on our team to keep us organized and clearly focused.  She has such a way with the written word .. and a keen awareness of the power of the visuals.  If we released such a work for free in an AU institutional repository, future scholars would have an easy time finding and re-using our work.  However, our respective promotion and tenure committees may be baffled by it .. but sometimes that’s how innovation works.

Yikes .. P&T .. hmmm ..maybe it’s a good thing we didn’t do it after all.  Maybe we PowerPoint presentation is the better idea …. and everyone will be more comfortable.  Yes …. it is will better for us politically,
it better on our CV and conform nicely within our P&T scholarship guidelines.

You know, I do wonder when new scholarship will find its place beyond our legacy, paper-based systems.  I wonder when they’ll come a time when we can wholeheartedly encourage innovation, and value new powers of digital scholarship.  I also wonder how we will organize it, present it, evaluate it, share it and adapt policies to recognize new formats .. hmmmmmm .. perhaps we should take a closer look.  Mr. DeMille … I’m ready for my PowerPoint.

This is an extremely broad topic to discuss in a very few minutes.

Many of points we address here would benefit from their very own Bergren forum.  Indeed, several of our discussions are found as themes for entire conferences, and the discussion in the literature is overwhelming.

Out of necessity we confined our discussion to new scholarship whose content is presented electronically and is available on the Internet.  And, on that we will still only be able to scratch the surface.

We’ve had to exclude any discussion of “electronic monographs” or new formats presented in other electronic environments.

Lets see… Beyond paper .. what are some of the actual benefits electronic publication?  Why should we consider it?

What we know we can do is:

  • annotate by linking within and outside our electronic documents
  • make it available 24/7/365 from anywhere
  • full-text search
  • enlarge and enhance graphics
  • link to and from citations and the scholars other works
  • use formatting contexts.. so that the content is parsed and presented non-linear fashion
  • solicit comments and have a dialogue with our readers
  • incorporate Web 2.0 functions such as newsfeeds to blogs and websites
  • appeal to multiple learning modalities, with sound and video
  • create simulations
  • store and archive the raw data of our research
  • offer pre and post publication versions of our work for comment and discourse
  • retain our rights, share our work and self publish on a blog or website
  • deposit our work in an institutional repository when we can care for it and manage it and perhaps re-use it over time
  • we can broadcast it over channels like iTunes or YouTubeU

We also know that ..

Scholars who have never met each other can build collaborative works like they’ve done with the : Stanford Encyclopedia of Philosophy

The list goes on. There are significant opportunities to enhance our scholarship when we are not confined by paper.

Those opportunities are fairly obvious.  But there are several other benefits of publishing online … that are Not So Obvious.  Here are a few …

When your work is online …

  • It is more likely to be discovered
  • and cited (and reused)
  • we can also capture metrics of usage. Which is a nice measure to have
  • and .. finally … online content can extend the traditional  paper bibliography into a “knowledge network” (linking content, citations, scholars & readers and truly become a scholarly exchange)

There is a lot to love about the scholarly potential of new media…

Here Clay Shirky .. Professor of Interactive Telecommunications at NYU … captures this thought quite succinctly in his book “Here Comes Everybody” 

We’re living through—in our historical generation—the largest increase in human
expressive capability in history.”

This is so well said .. However .. many of us might wish to append this statements with a slight addendum..

[Graphic] … “but is not without its issues” …

.. As with all good things there is more to it than meets the eye.

Online digital scholarship is not without its issues ….  But many believe that the hunt for solutions is worth the effort.

The question is no longer “Do we need to engage in and create scholarship in electronic forms?”  That ship has sailed .. We are there .. we are producing it and using it … we depend on it .. and our scholarly communication with students and colleagues require it.  The question for us today is ..   In what ways will we produce and deliver new scholarship… and what are the implications for our disciplines and institutions?

I will try to get at this in two ways…

  • First by discussing the evolving economics of scholarship, and
  • Then take a look at ONE NEW, perhaps controversial, Digital publication model that is turning the process of scholarly publishing on its head.

Back in the early 90’s .. when we began to see the Internet take hold for both researchers and the common man….  The new construct of publishing scholarly texts online .. sort of crept up on us.  One day its paper journals, next day your librarian is telling you that you can get a copy of the article online in an electronic format.  Simple as that.

We were happy for the conveniences it offered .. but we likely printed them out … and it merely saved us a trip to the library.  In this context, our paper systems of scholarly publishing were not threatened by the new technology, we all saw it as a potential service enhancement.  One enterprise was particularly happy for this development…  the for-profit publisher.

So, essentially, what we saw is the “Same Old Wine in a Brand New Bottle”

Our systems didn’t change… we:

  • Retained traditional distribution/economic model .. thru subscriptions, memberships, pay per article.
  • The Scholar wrote, the publisher “printed” & the user paid
  • The system worked without disruption & was familiar
  • And … our friends the “for profit publisher” saw an opportunity to use “online copy” as a “value-added” product or “new” pay service for electronic versions

So in those early days ..we found ourselves lulled into using online text as “electronic copy” and had little reason to consider its additional potential

It was almost as though .. we had a solution, with out a problem .. or so we thought

What many of us failed to recognize at that time .. was, that when text moved from paper to electronic forms …  the whole game changed.  Working in online environments meant that our creations no longer needed to be locked away where only scholars and students with great libraries could access it and use it.

The old publishing paradigm was no longer essential … in fact, it works against encouraging innovation for scholarship in electronic forms

Here is how it goes:

  • You donate your Intellectual Property to publishers in return for peer review and dissemination.
  • You also donate service as reviewers and editors
  • You’ve surrendered your rights to share it .. even though it has become very simple and cost effective to do so
  • and you .. your colleagues .. and your institutions … are increasingly unable to buy it back!  We simply can’t afford it

Coincidentally, at this very moment in time we began to find ourselves tied to a publication model that would become unsustainable.

Just as we began to harness technology to create, publish and access in the online environment, an ongoing crisis was reaching a fever pitch.   The issue, of course, was, and remains, then skyrocketing costs of scholarly journals.

What was once regarded as the “libraries serials crisis” is now recognized by stakeholders in the academic arena  as “everybody’s serials crisis.”  To this day, Libraries worldwide continue to struggle with journal costs that have compounded at 4 times the rate of inflation since the mid-1980s.

I was watching a “vodcast” recently (yes a vodcast) … and Professor Stuart Scheiber of Harvard University recounted his institution’s attempt to keep up with these rising costs by hyper-inflating the library budget to keep pace.

In this graphic published by the Association of Research Libraries … the top dark blue line represents the average cost of journals from 1986 to 2006.   The light blue line just below it reflects the average journal expenditure in ARL libraries at that same time.  Following the parallel trajectory, it is easy to see how libraries valiantly attempted to keep up with costs.  Professor Scheiber goes on to share with his audience that the point at which the lower curve turns down, has , he says, a technical term… he tells that his technical term is called … “giving up.”  He laments that even Harvard, with its magnificent resources, found that keeping pace was simply unsustainable.

And so ….  At this time we find the convergence of new technology and failing economic model is further complicated by the growing awareness that scholars are finding other significant uses for adv
nces in technology to enhance their work.

At the same time many of us are painfully aware that legacy institutional policies afford little or no recognition or reward for pursuing and leveraging the power of new technology for scholarship.

The primary and justifiable condition remains today…

  • We need an accredited Scholarly publishing model
  • We must retain and value peer review
  • AND .. we need a system that supports and assures integrity.

Many institutions and scholars feel we have arrived at a breaking point.  In some scholarly circles, this tension between, cost, function, and process is becoming… something akin to “We’re Mad as He
l and We’re Not gonna take it any more!! “

As a result it has spurred some radical thinking in the scholarly community and here is one result….

[Graphic]  Open Access Movement

Yes .. parallel to many of the new services we see on the Internet… scholars and institutions are helping to create a new model where there is no cost to the end user.

This convergence of crisis and opportunity is leading to development of a robust “Open Access publication model.”

“Open-Access (OA) literature is digital, online, free of charge, and free of most copyright and licensing restrictions.   What makes it possible is the internet and the consent of the author or copyright-holder”

Some advantages of OA are that it ….

  • Removes barriers to access
  • Re-establishes author rights
  • Has Cost efficiencies & less time to ”press”
  • Facilitates broad pre & post pub review
  • Encourages collaboration and data sharing
  • Greatly increases the visibility of a scholars work

Unfortunately .. in its infancy .. OA has suffered from some misconceptions that hampers and delays its adoption .. these include:

  • The false impression that Open Access is incompatible with Peer Review
    This is simply not true.  There are several functioning models that replicate the paper process.  Quality … and oversight … are quite seprate from the “technologies” of publication.
  • The other mistaken perception is that .. Retaining Authorship Rights is a reflection of lack of quality.
    - Again.. not true  ….  simply because an author chooses to exercise his/her rights to determine how and where their work is used .. is clearly unrelated to quality … there is no real logical connection there

Very quickly I want to tell you a little more about Open Access Models:

  • They generally come in 2 flavors:  OA Jourals & Digital Repositories
  • The OA Journals are Peer Reviewed or Refereed publications made freely available.
  • The Number of Open Access Journal titles is growing by leaps and bounds .
  • The Directory of Open Access Journals (DOAJ) lists 4067 OA titles & rising
  • As with paper, OA Journals are produced and delivered by independent publishers, societies, and discipline-centric online communities.

As I mentioned, the unique attribute of OA publishing is that the costs of publication are borne upfront .. often by the author,  professional society, scholar’s home institution or research sponsor

This has some scholars concerned that we are merely transferring one cost model for another.

However:

  • After startup costs OA journals are significantly cheaper to produce and nearly free to distribute.
  • Many OA journals that charge processing fees will waive fees in some circumstances.
  • OA journals with institutional subsidies tend NOT to charge processing fees.
  • Some institutions and consortia arrange fee discounts.
  • Some OA publisher waive the fee for all researchers affiliated with institutions that have purchased an annual membership

The Second flavor of Open Access content is found in Open Repositories or Digital Archives

These systems:

  • Deliver & archive OA scholarship which may or may not be peer reviewed
  • Often house pre-prints, post-prints, theses, images, or simply raw data
  • Are hosted by universities, laboratories, or discipline-centric organizations.  (such
    as PLoS, BioMed, etc.)
  • Repository Content conforms to the metadata standards that allow the works to be interoperable with other systems, and so enable “harvesting” and sharing between compliant archives.
  • In addition, There is robust fre
    open access software such as DSPACE, the system used by SUNY where the Scholes library has contributed selected Eng. Theses and MFA Thesis Images

As an aside:

It was recently reported in the Chronicle that nearly two-thirds of pay-access journals allow the author an archival copy for posting Institutional repositories upon request  (Suber, in Chronicle February 12, 2008)

Tipping Point:

Many consider that Open Access publishing has reached a tipping point toward broad acceptance:

Some Indicators are:

  • Valid, systematic, publishing and review practices have emerged
  • Strong supporting advocacy and research leadership organizations are working closely with universities & publishers (i.e. SPARC, Open Access Initiative, Public Knowledge Project, EDUCAUSE, etc.)
  • And as Chad mentioned ..Influential scholarly publishing industry affiliates like “Nature Publications” are working with.. rather than against ..this movement.. and delivering a variety of content for free

We are also starting to see Academic & Government agencies jumping on the bandwagon by requiring (or strongly encouraging) faculty and researchers to retain non-exclusive rights to their work and deposit a copy of their publications in repositories for free, open distribution.

Perhaps, the most well known government policy is the recent National Institute of Health mandate that requires authors of publically funded research to deposit a copy of their resulting publications in the BioMed Central Repository for access by all taxpayers.

And. recently several college faculties within include those at MIT, Harvard, and Stanford have adopted Open Access publication mandates requiring faculty to assign non-exclusive rightswhere possible and to contribute a copy of their scholarship to their own institutional repository.

In addition, international economic and public policy communities are on board with multinational agreements and declarations on Access to Research Data from Public Funding

- from Timeline of the Open Access Movement – Peter Suber
Last revised, February 9, 2009.

http://www.earlham.edu/~peters/fos/timeline.htm

Conclusion:

The Open Access Movement has become a cause .. but no doubt a controversial one

However, those parties who have signed on

  • demonstrate a philosophical commitment to removing barriers to access
  • are committed to raising the level of understanding and conversation regarding scholarly communication
  • encourage authors, to determine how their work will be used and distributed
  • inspire action on policy and practice
  • celebrate the value of scholarship to a home institution

By the way .. those of you who like the idea of exercising your rights to freely distributed your work for the common good may be interested in “Creative Commons Licensing”

This popular free service allows you to selectively release your exclusive rights to reuse, duplicate and distribute your work according to your wishes and without requiring permission.

I will close by restating..

  • We’re heading into new territory here.
  • We are in the midst of a cultural transformation whose impact on communication will be as significant as the invention of the printing press.
  • We are now in a moment where we can and must reconsider and re-calibrate our work with new purpose.

Now I’ll turn the flor over to Ellen and she will have a look under the hood and talk about how new models actually work and what we as scholars (and as an institution) can do to adapt to the new landscape.

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