Friday, 12 April 2013

Adam Marshall on Beyond the PDF2 in Amsterdam

Adam Marshall, currently Group Head of Marketing and Customer Services at the Portland Press, writes about the recent Beyond the PDF2 conference in Amsterdam.

"Held in wintery Amsterdam in the middle of March, the Beyond the PDF 2 conference (BTPDF2) was not really about the pdf vs. html for online publication and it was pleasing to see that it had also moved beyond a debate about open access vs. subscription publishing. For me the conference was quite unlike other publishing industry conferences I attend, and more of a brainstorming academic conference.

Over 200 attendees with more than half from academia including 33 students who received funding to attend, and less attendance by publishers than normal at information related meetings (but with a sizable group from Elsevier who were one of the sponsors), and with representation by a number of OA publishers (PLoS, PeerJ, Ubiquity Press, BMC, eLife).

Steve Pettifer (Utopia/University of Manchester) one of the attendees at the first BTPDF conference in San Diego in 2011 and a member of the organizing committee this year sums it up:

"BTPDF2 was somewhere between a conference and an unconference -- and for my money managed to blend the best of both worlds. I think I was most struck by how engaged everyone seemed to be with pretty-much everyone else; these are turbulent times for scholarly communication, but it was clear this was a group of people who really wanted to get on with getting stuff going."

The two days were anchored with great keynotes from Kathleen Fitzpatrick (Modern Language Association) coming from a non-science discipline on Planned Obselesence and her experience with MLA Commons and Carol Tenopir (University of Tennessee) on Shaping the Future of Scholarly Communication, but after that the conference was turned over to a mix of short and longer “poster style” presentations from users and producers of data. I expect that we will see many of these appearing at publishing industry conferences in the year to come. As a publisher from a marketing background I found the conference very challenging and as a result I have tried to mention things new to me that others might want to follow up later.

Laura Czerniewicz and Michelle Willmers (University of Cape Town) provided some thoughtful southern hemisphere insight to publishing models in relation to different geographical and demographic contexts that  injected an element of reality which recurred throughout the meeting.

The new models of content creation sessions drew together a group of presenters who are building their own tools for content creation and aggregation. Nathan Jenkins a physicist from NY University presented Authorea an online platform used to write up and share research within your browser. Merce Crosas (Harvard) was one of a number of attendees interested in data citation principles and highlighting the Dataverse Network project. One of the subsequent outcomes of BTPDF2 was the initial draft of Amsterdam Manifesto on Data Citation Principles. Amalia Levi (University of Maryland) spoke about data in the context of studying communities where the data may not be online and Joost Kircz (University of Amsterdam) discussed the different practices in scientific reading.

Coming from a life science publisher the presentation by Lisa Girard (Harvard) on the 60-chapter open access StemBook was interesting showing the type of resource that could replace the traditional reference work, one of several projects built using the DOMEO annotation toolkit. This does bring up the thorny question of how such resources are funded, in this case by  Harvard Stem Cell Institute. Lisa’s talk sequenced nicely into the presentation by Pauli Ciccarese (Harvard) on Open Annotation and the need to have a uniform and pervasive method for describing digital resources, also based on the DOMEO toolkit.

With changing needs of writers and readers we have been experiencing a plethora of new dissemination models from existing and new hosts which were covered by the review of new models of content dissemination with speakers representing the deconstructing- and reinventing- the journal camps.

For the decoupled journal, Jason Priem with ImpactStory which aggregates altmetrics for researchers; Keith Collier with www.rubriq.com/ providing peer review independent of publisher or journal; Peter Brantley with www.hypothes.is an open-source platform for the collaborative evaluation of information by community peer-review; and Kaveh Bazargan, voted the most entertaining speaker on #btpdf2, putting the case for typesetting in the future model. Arguing the case for the reinvention of the journal were three recent representatives of open access publishing, Theodora Bloom for PLoS, Brian Hole from Ubiquity Press on the case for open scholarship and  the metajournal and Alf Eaton bringing us up to date with PeerJ. The connecting factor in many of the products mentioned was the use of open source software such as Git, IPython, drupal and DOMEO.

Following lunch on the first day was what for me was one of the least satisfying sessions which tried to get down to the real issues of money and how to make a credible business case for new systems and tools, and changes to existing ones with three business model representatives from Springer, Figshare and new to me Daniel O’Donnell talking about the Journal Incubator project which seeks to provide funding to train graduate students to be able to act as managing editors and production supervisors. The stakeholders were represented by David Prosser (RLUK), Dave deRoure (Oxford University) and another southern Africa speaker Eve Gray (University of Capetown).

While this session, coming at the end of the day, involved the most discussion between presenters and delegates, it did not draw out how the emerging models would be funded in the longer term while serving the needs of both current and future users regardless of discipline or location.

Steve Pettifer summed up the first day:
“For me the biggest lesson was realising how much can be learned in this space from the social sciences and humanities; it's all too easy for the future of scholarly communications to be dominated by science and technology. And the message that struck me most was the importance of aligning developments with the needs of the developing world: paraphrasing Eve Gray,  "Impact Factors kill in a literal sense".

The sessions on the second day took a more practical approach to the discussion. BTPDF2 was organized by Force11 with the aim to accelerate the pace of innovation in scholarly communications. This requires action and this session featured three framing talks around software, usability and data, followed by selected flash talks about technologies/tools/frameworks/standards/containers that need support or acceptance from scholars in some way to move them to the next level. The call to action was for the attendees to discuss these and come together as three or four breakout groups over lunch to try to turn some of the ideas into action plans such as the manifesto on Data Citation Principles mentioned earlier.

Points that stuck out for me were Asuncion Gomez-Perez from Madrid on the SEALS Platform for evaluation of semantic technologies;  Scott Edmunds on GigaScience open access journal from BMC; Melissa Haendel (OHSU) on the reproducibility of science; and Alex Garnett on the Public Knowledge Project to provide an automated XML publication pipeline.

Throughout the presentations the theme of reproducibility, usability, preservation, scalability, open data, sustainability, verifiability and data management recurred over and over.

Richard Padley of Semantico said:
“It was good that the humanities folks got some air time. Often STM can dominate the debate in a way that leaves out some of the very interesting humanities projects. Also it was refreshing that the usual debates about green/gold OA were fairly conspicuous by their absence. There was more talk about research reproducibility and data which I think will be forthcoming themes in the more conventional conferences on the circuit.”

In the penultimate session Carole Goble (University of Manchester) presented an interesting case for revising how we evaluate research and researchers and the importance of reproducibility and peer- evaluating as well as peer-reviewing before introducing a slightly tongue-in-cheek role-playing panel to discuss new models for evaluation of research and researchers with a researcher, a publisher, a start-up, a librarian, a funder and a university administrator (in the form of Phil Bourne, UCSD, who organized the first BTPDF meeting). If the ensuing discussion in any way represents real life we have a long way to go.

The meeting concluded with visions for the future with participants giving three minute presentations on how they would change scholarly communications and e-Science. These presentations had a serious side with a panel of experts judging which would be put forward for awards of $1000 to work on their ideas.

If you are interested in any of the projects or products mentioned in this review I urge you to look at the PTPDF2 website where participants continue to tweet on #BTPDF2 and if you want to participate further sign up to Force11.

To conclude Mark Patterson from eLife summed the meeting up:
“This was one of the most rich and energising meetings I've attended.  It brought together a really diverse group of people and covered a similarly diverse range of topics.  The connective tissue that holds it together is the shared interest in making something good happen, and the proof of its success I think is that many people (me included) seemed to go away with a list of things they wanted to explore and act on.”

Adam Marshall can be followed on Twitter via @adamjmarshall

Countdown to the London Book Fair: What next for data analysis? A scholarly publisher’s guide









Tuesday 16 April, 13:00 – 14:00, Thames Room, Earls Court 1

ALPSP is delighted to be hosting a panel discussion at the London Book Fair. It will bring together experts from the scholarly publishing community to demystify key terms and emerging trends in data analysis.

What next for data analysis? A scholarly publisher’s guide will help you will understand key terms and the fundamentals of data analysis. This session will provide you with an overview of the latest trends in data analysis for the scholarly and academic publishing community.

The seminar will be chaired by Lee-Ann Coleman, Head of Science, Technology and Medicine at the British Library. Lee-Ann will provide further information on the DataCite project that publishers are involved with. Panellists include:


  • Brian Hole, Founder and CEO of Ubiquity Press, who will discuss linking data with humanities and social science books.
  • Richard Kidd, Business Development Manager at the Royal Society of Chemistry, who will discuss RSC projects such as their semantic enrichment programme and building a domain repository for chemistry research data.
  • Phil Hurst, Publisher at the Royal Society, who will discuss how the Royal Society has approached the challenge of outlining how their authors can share data associated with their journal articles with their data policy.

Entrance to the seminar is free, but you will need a ticket to the Fair. If you unable to make the session, we will be live tweeting using #alpspdata and will post a blog and photographs after the event.

James Hardcastle on Citation Analysis: Some common issues and problems.

James Hardcastle is a Senior Research Executive at Taylor & Francis where he has worked for the past five years specialising in citation analysis and bibliometrics.

He has responsibility for leading the citation analysis within the company and training staff worldwide in this area. Here, he reflects on common issues and problems with citation analysis in a guest post.

Powerful tools for publishers

Citation analysis and broader bibliometric study are powerful tools for academic publishers to use in developing and supporting their journals. This analysis allows us to understand both who is writing in our journals as well as who is citing them: the strength of bibliometrics from a publishers perspective is that it allows us to look beyond our own journals and data to find information regarding broader trends in the market and subject area.

Further citation-based metrics such as the Impact Factor are still dominate measures of journal value. Using tools such as Thomson Reuters Web of Science allows us to analysis these numbers in more detail. However, there are some major issues around citation analysis and metrics that have to be taken into consideration.

Not all subjects are the same

Subjects behave very differently in terms of citation and authorship patterns, even across related subject areas.  Therefore articles and journals from different subject areas should not be compared against each other. 

Coverage counts

The main databases have very different coverage; Web of Science covers around 11,000 journals, compared to more than 18,000 journals in Scopus and an unknown corpus in Google Scholar. This means that content will receive different citation counts in different databases, which should be considered when using generic metrics such as the h-index that can yield different results between databases.

ALPSP training course delegates debate...

Not all numbers are the same

Different types of published content behave in different ways, for example review articles tend to receive more citations than research articles and short communications tend to receive citations more quickly. Therefore Impact Factors and citation counts for different types of content should not be directly compared.

Distribution, time and gaming

Other important issues that should be born in mind include the distribution of citations; the time it takes for citations to appear and are not instantly metric; the fact that citation metrics can be gamed; and citations to editorials, book reviews and meeting abstracts as distinct from articles. These issues can lead to mistakes in using citation analysis tools by not considering the effect they have on the data and the metrics.

If you want to find out more, join me and Iain Craig from Wiley-Blackwell on the ALPSP Citation Analysis for Publishers course next month in Oxford.


Note
James is co-tutor on Citation Analysis for Publishers alongside Iain Craig from Wiley-Blackwell. Book now for Citation Analysis for Publishers, 2 May 2013, Oxford. Follow James on Twitter @JamesHTweets

Tuesday, 9 April 2013

New to ALPSP: CPI UK

We are pleased to welcome CPI UK as an Associate Member of ALPSP.

Friday, 5 April 2013

Thursday, 7 March 2013

Planning for the unknowable: Sue Thorn gets to grips with scenario planning and the future of journals



Sue was CEO of the Society for Endocrinology for 20 years and set up its trading subsidiary, BioScientifica, which provided secretariat and publishing services for a range of other societies in the UK, Europe and USA.

She has been using her combined publishing and society management experience to identify the key variables that will affect journal income and sustainability in the future, and to establish a range of potential scenarios, which can then be modelled quantitatively and followed over time.

Sue says:

“I've been using scenario planning techniques for many years to aid strategic planning by quantifying uncertain variables. The advent of the financial crisis led me to use the technique to develop a spreadsheet to track the effects of changes in key financial variables at the touch of a key. So, if the value of the society’s investments went down, or journal attrition varied from budget, I could put this in the spreadsheet and immediately see the effect on the society’s surplus and total value over a two-year period.  It became clear that only a relatively small number of variables really made a difference, and I am now using a similar technique to model society publishing incomes for STM and AHSS journals. 

The results are really interesting and occasionally counter-intuitive. Some scenarios that seem quite worrying actually make little difference to net income, although most of these scenarios are likely to represent an interim point, not an endpoint, so this apparent steady state may well be illusory. Changing one variable can then make a difference of 20%.”

ALPSP is delighted to be working with Sue Thorn Consulting on the Open Access: Scenario Planning for Societies seminar on 20 March at the Royal College of Pathologists in London. It is an opportunity for our society members to share in Sue's expertise as she introduces delegates to the concept of using scenario planning to model potential changes to journal income.

Sue will be joined on the day by ALPSP Chief Executive, Audrey McCulloch, Caroline Black from The Biochemical Society at Portland Press, Victoria Gardner from Taylor & Francis, Judith Willetts, CEO of the British Society of Immunology, and Jane Winters from the Institute for Historical Research, for panel discussions that will explore what societies may be able to do to deal with any potential drop in their income.

The day will be held under Chatham House rules and will be interactive, with delegates encouraged to bring forward particular issues for discussion. Book now on the ALPSP website where full details are available.

Wednesday, 6 March 2013

The Handbook of Journal Publishing: Sally Morris reflects on the birth of a book


Photograph: John Morris
Sally Morris is co-author of The Handbook of Journal Publishing. After a successful career in scholarly publishing, Sally was Chief Executive of ALPSP from 1998 to 2006. Here, she reflects on the process of writing a new edition of a much-valued industry handbook.

"I had been in the books side of publishing for more than a decade when I was offered the opportunity to move over to journals. I jumped at the chance – I could see that there were all sorts of differences from books, which seemed both interesting and exciting. It wasn't just the way the money flowed (at least for an established journal) – first in from subscriptions and then out issue by issue, rather than the other way round for books, with editing and production costs coming in first and sales income afterwards. Even more, it was the way that a journal has a continuing life; you can monitor what's happening, make small or large changes as you go along, and see the results.

But I knew I had a lot to learn. Luckily, a book soon came along which answered all my questions – Journal Publishing, by Page, Campbell and Meadows.  I read it avidly and kept it to hand for frequent consultation.  And when CUP published an updated version ten years later, I devoured that too, even though I now had a fair bit of journals experience under my belt.

But a lot has changed since the late 1990s. That was the very beginning of the e-journals revolution, which changed almost everything about journals – not just their delivery, but their processing, their functionality, their sales, and even the available business models. The book was in urgent need of updating or replacement.

Friends had said to me, when I retired, 'You should write a book'. So I talked to Bob Campbell about collaborating on a new edition. However, as discussions progressed it became increasingly clear that just about everything in the book would need to be updated, and that it made more sense to start afresh. The original authors didn't want to participate in writing a completely new book, and I certainly didn't know enough to cover all the angles myself. So I need to find one or more co-authors.

This is harder than it sounds! Many attempts fell by the wayside. But eventually I was delighted to enlist the help of three good friends from the USA – which made excellent sense, since there are many more journals published from there than anywhere else - Ed Barnas, Doug LaFrenier and Margaret Reich. Between us, we encompassed experience of all types of publisher: learned society, university press, commercial. We had worked in a wide gamut of subject areas, from the sciences to the humanities. And we covered most aspects of the business: editing, production, marketing and sales, distribution, finance, copyright. Even so, we needed to enlist the help of many of our friends and colleagues who were more knowledgeable than us about specific aspects, such as distribution and metrics.

Gathering and writing up the information was a marathon exercise – we all needed to scour existing sources to supplement what we thought we knew, and to provide useful references for readers who wanted to delve deeper. We wanted to provide a really practical, 'how-to' book with lots of checklists, worked examples, a glossary, and lists of useful resources. It was no longer appropriate to deal with e-journals as a separate topic – they are now fundamental to every aspect of journal publishing. And neither did we feel it was appropriate to cover Open Access (in all its flavours) as a separate topic – it has become part of the range of options that are available to all publishers.

Simply project-managing the status of all the different chapters and appendices was a challenge in itself. And we all had questions for each other, and comments on each other's sections. And we kept finding things we needed to add or update, right up to the page proof deadline!

The stages between delivery of the finished script and publication seemed to take forever, although in reality it was only a matter of months – but we were impatient to see the finished product! And now it has arrived – it's exciting to see our 'baby' in the flesh (and to know that an e-book version will be available soon), but what we will find most satisfying will be to find out that journal publishers, particularly those who are relatively new to the field, are using it and finding it helpful. So please let us know what you think!"

Sally Morris, March 2013.

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