Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access...

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Putting Open Access into Interlibrary Loan New tools & Imperial College London’s experience By: Joe Mcarthur - @mcarthur_joe / [email protected] Lead, Open Access Button. Assistant Director, Right to Research Coalition.

Transcript of Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access...

Page 1: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

Putting Open Access into Interlibrary Loan

New tools & Imperial College London’s experience

By: Joe Mcarthur - @mcarthur_joe / [email protected] Lead, Open Access Button.

Assistant Director, Right to Research Coalition.

Page 2: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

Get the slides & paper

openaccessbutton.org/ilds

Page 3: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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).

Page 4: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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

Page 5: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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)

Page 6: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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

And the many other libraries & librarians working with us.

Page 7: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

What is the Open Access Button?

Page 8: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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.

Page 9: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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.

Page 10: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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)

Page 11: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

Tools for your desktop browser

With Open Access Button free access can be just a click away

Page 12: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

Installing the Open Access Button

Click here to install the Open Access Button in your personal browser

Page 13: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

Using the Open Access Button

Use this search box to find articles immediately (no installation or sign up)

Page 14: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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

Page 15: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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

Page 16: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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.

Page 17: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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

Page 18: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

How we are putting OA in ILL

Page 19: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

Why we are putting OA in ILL

Page 20: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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.

Page 21: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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

Page 22: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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

Page 23: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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.

Page 24: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

Experiences at Imperial College London

Library

Page 25: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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

Page 26: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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)

Page 27: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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)

Page 28: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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%

Page 29: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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.

Page 30: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

At Imperial: More information

●  In our paper: openaccessbutton.org/ilds ●  Emailed directly to you: openaccessbutton.org/libraries

Page 31: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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

Page 32: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@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

Page 33: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

Stay in the know

openaccessbutton.org/libraries

Page 34: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

Get the slides & paper

openaccessbutton.org/ilds

Page 35: Karine Larose, Simon Baron, Andrew Preater, Chealsye Bowley, Joseph McArthur, UK Putting open access into interlibrary loan: Imperial College London’s experience integration with

@mcarthur_joe / @oa_button openaccessbutton.org

Questions? Contact me @mcarthur_joe or [email protected]

or come and chat to me. Materials: https://openaccessbutton.org/ilds