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From	
  Act	
  to	
  Impact
Needle-­‐Moving	
  Collaboration
Katherine	
  Skinner	
  @Educopia
November	
  10,	
  2016
@Educopia,	
  Nov	
  16David	
  Challinor,	
  New	
  Scientist	
  18	
  October	
  1984
f a c u l t y , r e s e a r c h e r s ,
administrators, university
presses, libraries,
research centers,
societies, students, archives,
n o n p r o f i t s , c o n s o r t i a ,
co m m erc ial p u b l i s h e rs ,
e d i t o r s , t e c h n o l o g i s t s3
Detail	
  from	
  Edmund	
  Birckhead Bensell,	
  “A	
  Critical	
  Moment”
@Educopia,	
  Nov	
  6
Interdependence	
  of	
  systems
Photo	
  Credit:	
  Chester	
  Alvarez,	
  https://unsplash.com/photos/bphc6kyobMg @Educopia,	
  Nov	
  6
Just	
  a	
  Few	
  of	
  the	
  Conditions	
  Aligning…	
  
• Technological	
  changes
• New	
  competitors	
  
• Political	
  shifts	
  
• Economic	
  concentration
• Information	
  deluge
Photo	
  credit:	
  FlippyCat https://www.youtube.com/flippycat @Educopia,	
  Nov	
  16
Fields	
  and	
  Transitions…	
  
• Fields	
  tend	
  toward	
  stasis	
  
• Innovations	
  happen	
  on	
  the	
  fringes
• Field-­‐wide	
  change	
  depends	
  upon	
  networks
Photo	
  credit:	
  FlippyCat https://www.youtube.com/flippycat
@Educopia,	
  Nov	
  16
Pilobolus,	
  Photo	
  by	
  Howard	
  Shate @Educopia,	
  Nov	
  16
Networks	
  of	
  People
Photo	
  credit:	
  http://staybarcelonaapartments.com/blog/wp-­‐content/uploads/2013/09/Casteller-­‐de-­‐Villafranca.jpg @Educopia,	
  Nov	
  6
If
• This	
  is	
  a	
  critical	
  moment
• Networks	
  bring	
  change	
  
Then
• Alignment	
  is	
  a	
  
transformative	
  tactic
@Educopia,	
  Nov	
  16Kal Ahmed,	
  Felinwynt Rain	
  Forest	
  Center,	
  http://www.lovethesepics.com/2013/03/gorgeous-­‐glasswing-­‐butterflies-­‐42-­‐stunning-­‐photos/
Photo:	
  http://atomictoasters.com/2010/11/startup-­‐irrational-­‐legacy/ @Educopia,	
  Nov	
  6
Photo	
  credit:	
  https://www.force11.org/sites/default/files/files/20141127_165939.jpg @Educopia,	
  Nov	
  6
25%
25%
75%
125%
175%
225%
275%
325%
375%
425%
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
%ChangeSince1986
Serial
Expenditures
(+402%)
Monograph
Unit Cost
(+99%)
Monograph
Expenditures
(+71)
Monographs
Purchased
(+10%)
Monograph	
  &	
  Serial	
  Costs	
  in	
  ARL	
  Libraries,	
  
1986-­‐2011
Source:	
  ARL	
  Statistics	
  2010-­‐11	
  
Association	
  of	
  Research	
  Libraries,	
  
Washington,	
  D.C.
Notes:
• Data	
  for	
  monograph/serials	
  expenditures	
  was	
  not	
  
collected	
  in	
  2011-­‐12
• Includes	
  electronic	
  resources	
  from	
  1999-­‐2011
Available:	
  http://www.arl.org/storage/documents/monograph-­‐serial-­‐costs.pdf
@Educopia,	
  Nov	
  16
@Educopia,	
  Nov	
  16
@Educopia,	
  Nov	
  16
Slide	
  1	
  by	
  Serena	
  Nanda	
  and	
  Richard	
  Warms,	
  http://slideplayer.com/slide/5782897/
Slide	
  2	
  by	
  boasnetwork,	
  http://www.slideshare.net/boasnetwork/intro-­‐to-­‐physical-­‐anthropology
@Educopia,	
  Nov	
  16
Source:	
  Sarah	
  Glassmeyer,	
  http://sarahglassmeyer.com/?p=431,	
  http://create.ly/g8adae792 @Educopia,	
  Nov	
  16
@Educopia,	
  Nov	
  16Credit:	
  K13073929	
  Fotosearch Stock	
  Photo
@Educopia,	
  Nov	
  16Gary	
  Larson,	
  Far	
  Side
© Association of Research Libraries, 2013
1.50%
1.70%
1.90%
2.10%
2.30%
2.50%
2.70%
2.90%
3.10%
3.30%
3.50%
3.70%
3.90%
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
Library Expenditure as % of Total University Expenditure
(Average of 40 US Institutions Reporting Since 1982)
@Educopia,	
  Nov	
  16Source:	
  ARL,	
  http://www.libqual.org/documents/admin/EG_2.pdf
It  isn’t  that  they  can’t  see  the  solution.  
It’s  that  they  can’t  see  the  problem.  
-­‐GK  Chesterton
@Educopia,	
  Nov	
  16
Photo	
  credit:	
  Lucas	
  Budimaier,	
  https://unsplash.com/photos/Y00oREjN6-­‐M @Educopia,	
  Nov	
  16
data…
Credits:	
  http://www.pratapactuarial.com/Actuarial-­‐Science-­‐ACET-­‐Data-­‐Mining-­‐Predictive-­‐Analytics.html,	
  
http://www.kdnuggets.com/wp-­‐content/uploads/benefits-­‐predictive-­‐analytics.png ,	
  
http://www.interdirectusa.com/images/analytics_WB-­‐inner.jpg
Photo	
  Credit:	
  Ilya,	
  https://unsplash.com/photos/D62hQefhteg @Educopia,	
  Nov	
  6
from	
  act	
  
to	
  impact
@Educopia,	
  Nov	
  16
Backbone	
  Support
Continuous	
  Communications
Mutually	
  Reinforcing	
  Activities
Common	
  Agenda
Shared	
  Measurement
@Educopia,	
  Nov	
  16
@Educopia,	
  Nov	
  16
@Educopia,	
  Nov	
  6
Project	
  Meerkat
Photo	
  Credit:	
  Eric	
  Dye @Educopia,	
  Nov	
  16
Aims
Project	
  Meerkat	
  would build	
  a	
  cooperative	
  organization—the	
  Publishing	
  Analytics	
  Data	
  Trust—to	
  address	
  scholarly	
  
publisher	
  and	
  library	
  needs	
  in	
  the	
  collection,	
  aggregation,	
  analysis,	
  and	
  dissemination	
  of	
  usage	
  data,	
  focused	
  
specifically	
  on	
  monographs	
  in	
  the	
  first	
  instance.
In	
  order	
  to	
  accomplish	
  this,	
  the	
  project	
  team	
  would examine	
  a	
  range	
  of	
  issues	
  around	
  this	
  topic	
  as	
  applied	
  to	
  
monograph	
  usage	
  data,	
  including:
● usage	
  data	
  modeling:	
  What	
  information	
  can	
  we	
  collect	
  and	
  share?	
  What	
  can	
  we	
  do	
  with	
  it?	
  How	
  can	
  we	
  best	
  
view	
  and	
  report	
  on	
  it?
● usage	
  data	
  ethics:	
  What	
  are	
  the	
  terms	
  of	
  use?	
  Who	
  can	
  see	
  which	
  parts	
  of	
  the	
  data?	
  How	
  can	
  the	
  
aggregated	
  data	
  be	
  accessed	
  and	
  used?
● cooperative	
  infrastructure:	
  How	
  do	
  we	
  set	
  up	
  a	
  sustainable	
  business	
  model	
  for	
  the	
  ongoing	
  collection	
  and	
  
dissemination	
  of	
  this	
  data	
  that	
  fairly	
  and	
  equitably	
  provides	
  for	
  the	
  needs	
  of	
  its	
  members?
@Educopia,	
  Nov	
  16
Deliverables
Organizational	
  deliverables
● The	
  cooperative’s	
  mission	
  and	
  vision
● The	
  cooperative’s	
  governance	
  model,	
  organizational	
  infrastructure,	
  revenue/business	
  model,	
  and	
  
sustainability	
  plan
● Engagement	
  of	
  key	
  stakeholders	
  across	
  academic,	
  publishing,	
  and	
  data-­‐analytics	
  industries,	
  identifying	
  the	
  
value	
  of	
  their	
  involvement	
  and	
  desired	
  methods	
  of	
  ongoing	
  contributions	
  
Usage	
  data	
  deliverables
● A	
  detailed	
  model	
  for	
  the	
  collection	
  of	
  monograph	
  usage	
  data
● An	
  aggregated	
  set	
  of	
  monograph	
  usage	
  data
● A	
  prototype	
  of	
  monograph	
  usage	
  data	
  services
● Defined	
  workflows	
  through	
  which	
  the	
  monograph	
  usage	
  data	
  set	
  can	
  be	
  accessed
Usage	
  data	
  policy	
  deliverables	
  
● A	
  policy	
  framework	
  for	
  the	
  aggregation	
  and	
  use	
  of	
  monograph	
  usage	
  data
● A	
  code	
  of	
  ethics	
  to	
  guide	
  monograph	
  usage	
  data	
  gathering,	
  access,	
  and	
  reuse	
  by	
  members
@Educopia,	
  Nov	
  16
Other	
  relevant	
  efforts
• Altmetric.com	
  (Digital	
  Science	
  $)
• Plum	
  Analytics	
  (EBSCO	
  $)
• Elsevier	
  (Mendeley,	
  Scopus	
  etc	
  $)
• ImpactStory	
  (non-­‐profit)
• Article	
  Level	
  Metrics	
  (various)
• COUNTER	
  (standards)
• IRUS-­‐UK	
  (collaboration)
• NISO	
  (community	
  development)
• DOI	
  Event	
  Tracker	
  (CrossRef)
• BookMetrix	
  (Springer	
  $)
• ICOLC	
  (Press-­‐Library	
  collaboration) Not	
  designed	
  for	
  books
Monograph	
  Specific	
  Issues
• Multiple	
  sites	
  for	
  access
• Multiple	
  forms	
  of	
  book
• (Often)	
  lack	
  DOIs
• Tools	
  not	
  built	
  for	
  ISBNs
• Less	
  consistent	
  formats	
  ⇒ Crossref
• Are	
  usage	
  standards	
  appropriate?
@Educopia,	
  Nov	
  16
Outcomes
Photo	
  credit:	
  yuriy	
  trubitsyn,	
  https://unsplash.com/photos/TiDl4gF0GOw
@Educopia,	
  Nov	
  16

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From act-to-impact-katherine

  • 1. From  Act  to  Impact Needle-­‐Moving  Collaboration Katherine  Skinner  @Educopia November  10,  2016
  • 2. @Educopia,  Nov  16David  Challinor,  New  Scientist  18  October  1984
  • 3. f a c u l t y , r e s e a r c h e r s , administrators, university presses, libraries, research centers, societies, students, archives, n o n p r o f i t s , c o n s o r t i a , co m m erc ial p u b l i s h e rs , e d i t o r s , t e c h n o l o g i s t s3
  • 4. Detail  from  Edmund  Birckhead Bensell,  “A  Critical  Moment” @Educopia,  Nov  6
  • 5. Interdependence  of  systems Photo  Credit:  Chester  Alvarez,  https://unsplash.com/photos/bphc6kyobMg @Educopia,  Nov  6
  • 6. Just  a  Few  of  the  Conditions  Aligning…   • Technological  changes • New  competitors   • Political  shifts   • Economic  concentration • Information  deluge Photo  credit:  FlippyCat https://www.youtube.com/flippycat @Educopia,  Nov  16
  • 7. Fields  and  Transitions…   • Fields  tend  toward  stasis   • Innovations  happen  on  the  fringes • Field-­‐wide  change  depends  upon  networks Photo  credit:  FlippyCat https://www.youtube.com/flippycat @Educopia,  Nov  16
  • 8. Pilobolus,  Photo  by  Howard  Shate @Educopia,  Nov  16
  • 9. Networks  of  People Photo  credit:  http://staybarcelonaapartments.com/blog/wp-­‐content/uploads/2013/09/Casteller-­‐de-­‐Villafranca.jpg @Educopia,  Nov  6
  • 10. If • This  is  a  critical  moment • Networks  bring  change   Then • Alignment  is  a   transformative  tactic @Educopia,  Nov  16Kal Ahmed,  Felinwynt Rain  Forest  Center,  http://www.lovethesepics.com/2013/03/gorgeous-­‐glasswing-­‐butterflies-­‐42-­‐stunning-­‐photos/
  • 13. 25% 25% 75% 125% 175% 225% 275% 325% 375% 425% 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 %ChangeSince1986 Serial Expenditures (+402%) Monograph Unit Cost (+99%) Monograph Expenditures (+71) Monographs Purchased (+10%) Monograph  &  Serial  Costs  in  ARL  Libraries,   1986-­‐2011 Source:  ARL  Statistics  2010-­‐11   Association  of  Research  Libraries,   Washington,  D.C. Notes: • Data  for  monograph/serials  expenditures  was  not   collected  in  2011-­‐12 • Includes  electronic  resources  from  1999-­‐2011 Available:  http://www.arl.org/storage/documents/monograph-­‐serial-­‐costs.pdf @Educopia,  Nov  16
  • 15. @Educopia,  Nov  16 Slide  1  by  Serena  Nanda  and  Richard  Warms,  http://slideplayer.com/slide/5782897/ Slide  2  by  boasnetwork,  http://www.slideshare.net/boasnetwork/intro-­‐to-­‐physical-­‐anthropology
  • 17. Source:  Sarah  Glassmeyer,  http://sarahglassmeyer.com/?p=431,  http://create.ly/g8adae792 @Educopia,  Nov  16
  • 18. @Educopia,  Nov  16Credit:  K13073929  Fotosearch Stock  Photo
  • 19. @Educopia,  Nov  16Gary  Larson,  Far  Side
  • 20. © Association of Research Libraries, 2013 1.50% 1.70% 1.90% 2.10% 2.30% 2.50% 2.70% 2.90% 3.10% 3.30% 3.50% 3.70% 3.90% 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Library Expenditure as % of Total University Expenditure (Average of 40 US Institutions Reporting Since 1982) @Educopia,  Nov  16Source:  ARL,  http://www.libqual.org/documents/admin/EG_2.pdf
  • 21. It  isn’t  that  they  can’t  see  the  solution.   It’s  that  they  can’t  see  the  problem.   -­‐GK  Chesterton @Educopia,  Nov  16
  • 22. Photo  credit:  Lucas  Budimaier,  https://unsplash.com/photos/Y00oREjN6-­‐M @Educopia,  Nov  16
  • 24.
  • 26.
  • 27. Photo  Credit:  Ilya,  https://unsplash.com/photos/D62hQefhteg @Educopia,  Nov  6
  • 28. from  act   to  impact @Educopia,  Nov  16
  • 29. Backbone  Support Continuous  Communications Mutually  Reinforcing  Activities Common  Agenda Shared  Measurement @Educopia,  Nov  16
  • 31. Project  Meerkat Photo  Credit:  Eric  Dye @Educopia,  Nov  16
  • 32. Aims Project  Meerkat  would build  a  cooperative  organization—the  Publishing  Analytics  Data  Trust—to  address  scholarly   publisher  and  library  needs  in  the  collection,  aggregation,  analysis,  and  dissemination  of  usage  data,  focused   specifically  on  monographs  in  the  first  instance. In  order  to  accomplish  this,  the  project  team  would examine  a  range  of  issues  around  this  topic  as  applied  to   monograph  usage  data,  including: ● usage  data  modeling:  What  information  can  we  collect  and  share?  What  can  we  do  with  it?  How  can  we  best   view  and  report  on  it? ● usage  data  ethics:  What  are  the  terms  of  use?  Who  can  see  which  parts  of  the  data?  How  can  the   aggregated  data  be  accessed  and  used? ● cooperative  infrastructure:  How  do  we  set  up  a  sustainable  business  model  for  the  ongoing  collection  and   dissemination  of  this  data  that  fairly  and  equitably  provides  for  the  needs  of  its  members? @Educopia,  Nov  16
  • 33. Deliverables Organizational  deliverables ● The  cooperative’s  mission  and  vision ● The  cooperative’s  governance  model,  organizational  infrastructure,  revenue/business  model,  and   sustainability  plan ● Engagement  of  key  stakeholders  across  academic,  publishing,  and  data-­‐analytics  industries,  identifying  the   value  of  their  involvement  and  desired  methods  of  ongoing  contributions   Usage  data  deliverables ● A  detailed  model  for  the  collection  of  monograph  usage  data ● An  aggregated  set  of  monograph  usage  data ● A  prototype  of  monograph  usage  data  services ● Defined  workflows  through  which  the  monograph  usage  data  set  can  be  accessed Usage  data  policy  deliverables   ● A  policy  framework  for  the  aggregation  and  use  of  monograph  usage  data ● A  code  of  ethics  to  guide  monograph  usage  data  gathering,  access,  and  reuse  by  members @Educopia,  Nov  16
  • 34. Other  relevant  efforts • Altmetric.com  (Digital  Science  $) • Plum  Analytics  (EBSCO  $) • Elsevier  (Mendeley,  Scopus  etc  $) • ImpactStory  (non-­‐profit) • Article  Level  Metrics  (various) • COUNTER  (standards) • IRUS-­‐UK  (collaboration) • NISO  (community  development) • DOI  Event  Tracker  (CrossRef) • BookMetrix  (Springer  $) • ICOLC  (Press-­‐Library  collaboration) Not  designed  for  books Monograph  Specific  Issues • Multiple  sites  for  access • Multiple  forms  of  book • (Often)  lack  DOIs • Tools  not  built  for  ISBNs • Less  consistent  formats  ⇒ Crossref • Are  usage  standards  appropriate? @Educopia,  Nov  16
  • 35. Outcomes Photo  credit:  yuriy  trubitsyn,  https://unsplash.com/photos/TiDl4gF0GOw @Educopia,  Nov  16