The document discusses many changes happening in scholarly publishing, including consolidation in the industry, a shift toward services over content, the rise of preprints, open access policies globally, issues around compliance with mandates, the role of persistent identifiers, handling data and reproducibility, addressing misconduct, article sharing options, scholarly collaboration networks, piracy, and improving authentication and user experience. It touches on these topics briefly across regions like Asia, Africa, Europe, North America, and Latin America. The presentation provides an overview of the major trends and challenges facing scholarly publishers in an increasingly digital world.

1. Around Our World in 30 Minutes
David Crotty
Editorial Director, Journals Policy
Oxford University Press
david.crotty@oup.com
August 12, 2016
ISMTE 2016 North American Conference

2. Overload

3. Publishers are Pessimists

4. An Era of Consolidation

5. Selling Content Versus Selling Services

6. Services Provided by Journals
• Dissemination: spreading the word
• Registration: publicly claiming credit for
a discovery
• Validation: peer review, is this research
valid?
• Filtration: sorting out the overwhelming
torrent of research
• Designation: is this research important?
https://scholarlykitchen.sspnet.org/2010/01/04/why-hasnt-scientific-publishing-
been-disrupted-already/

7. Preprints: A Historical Overview
Lariviere, V., Sugimoto, C.R., Macaluso, B., Milojevic, S., Cronin, B. and Thelwall, M. (2013) arXiv e-prints
and the journal of record: An analysis of roles and relationships arXiv:1306.3261
• Earliest preprint citation = 1922, Physical Reviews
• Mid-1960s NIH Information Exchange Groups
• NBER 1973
• arXiv launched 1991
• AMS mathematical repository mid-1990s
• SSRN founded 1994
• RepEc founded 1997
• Chemistry Preprint Server 2000-2004
• Nature Precedings 2007-2012
• PeerJ Preprints 2013
• bioRxiv 2013

8. Services Provided by Journals
• Dissemination: spreading the word
• Registration: publicly claiming credit for
a discovery
• Validation: peer review, is this research
valid?
• Filtration: sorting out the overwhelming
torrent of research
• Designation: is this research important?
https://scholarlykitchen.sspnet.org/2010/01/04/why-hasnt-scientific-publishing-
been-disrupted-already/

9. Open Access
Free and unrestricted
online access to AND
free and unrestricted
re-use of material,
usually in scholarly
journals

10. Open Access
A low priority for most researchers
Nature Author Insights Survey 2015 http://figshare.com/articles/Author_Insights_2015_survey/1425362

11. Open Access
A low priority for most researchers
Nature Author Insights Survey 2015 http://figshare.com/articles/Author_Insights_2015_survey/1425362

12. Peak Subscription
Three Growth Strategies:
•Increase Market Share
– Lateral movement of journals, consolidation of titles with
the biggest publishers, cascading peer review
•Develop New Revenue Streams
– Gold OA charges come from sources other than the
institutional library budget
•New Product Development
– Workflow, data, analytics, clinical decision support tools,
document sharing tools, board review, certification
http://scholarlykitchen.sspnet.org/2014/10/01/peak-subscription/

13. Global approach to open access
Asia Pacific
•China: CAS & NSF; gold or green open
access, deposit within 12 months
•ARC & NHMRC in Australia have 12 month
self-archive mandate, as does A*Star in
Singapore
•Other funders considering policy
Africa
•Developing repositories
•Publishers enabling philanthropic access
•New open access journals to support
local research needs
•Some institutions have open access mandates,
but no policies from any funders or
Governments
Europe
•UK funder mandates focused on gold (Research
Councils UK & Wellcome Trust)
•VSNU driving expansion in gold open access
•Green open access mandates in Italy & Spain
•All EU members formulating open access
policies at either national, funder or institutional
level.
North America and Canada
•US Federal Agencies formulating policies following OSTP memo e.g.
• NIH: gold or green; deposit to PMC within 12 months
• DOE: green (or gold); public access within 12 months via
PAGES and CHORUS
• NSF: gold or green; public access within 12 months
• CHORUS working with DOD, DOE, NSF, etc.
•Canada active in OA discussions and looking at gold and green
• Tri-Agency policy: gold or 12 month deposit mandate
• Gates Foundation: gold open access
Latin America
•Focus on green open access
•Argentina: MINCYT introduced 6
month deposit mandate
•Brazil: Government formulating green
open access policy
•Mexico: OA legislation passed to
support repository development
Slide courtesy of Alicia Wise, Elsevier, with slight adaptations.

14. Compliance

15. Automation Through PIDs

16. http://www.chorusaccess.org

17. Data

18. Reproducibility
https://xkcd.com/242/

19. Misconduct

20. Dealing With A Digital World

21. Article Sharing
http://www.howcanishareit.com/
AOV
Vs.
AM
Vs.
VOR

22. Shades of Grey

23. The Dark Side

24. Modern Authentication Systems

25. Better User Experience

26. Interesting Times
• Consolidation
• Shifting Toward Services
• Preprints
• Open Access
• Compliance
• Persistent Identifiers
• Data
• Reproducibility
• Misconduct
• Article Sharing
• Scholarly Collaboration Networks
• Piracy
• Better Authentication and User Experience

27. Thank You!
David Crotty
Editorial Director, Journals Policy
Oxford University Press
david.crotty@oup.com
August 12, 2016