Open Access KB (Knowledge Base) collections can add diversity and breadth to your library’s Discovery experience of e-journals and eBooks. What kinds of OA (open access) collections are available in the OCLC KB? What levels of quality are represented? Which OA collections should my library select? How do you search for and select OA collections? How can you elevate, in Discovery results lists, results from purchased collections before results from OA collections, if you want to? This will be a presentation, with flexibility for questions and sharing experiences.

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Selecting Open Access Knowledge
Base collections for Discovery
JEFF SIEMON
ANDERSON UNIVERSITY (INDIANA)

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Electronic Resources Librarian,
Anderson University
Jeff Siemon

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1. Why add Open Access resources to your catalog?
2. Brief overview of Open Access:
terminology, and current landscape.
3. I’ll review some OA collections
available for your library to select
in the OCLC Knowledge Base.
4. How to add an OA collection
to your Catalog, using Collection Manager.
What will we cover?

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1. Why add Open
Access to your catalog?

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• Provide more diverse resources (geographically, maybe ethnically,
different points of view)
• Increase the flow of ideas between researchers: those from developing
countries, smaller institutions, and Europe↔North America.
• Support access for resources published by smaller societies,
universities and publishers
• Increase your library’s holdings without budget increases
• If you are using “Get It Now” for you patrons, the “Get It Now Collection”
includes OA journals. Be careful that you aren’t paying for OA articles.
Why add OA resources to your Catalog?

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2. Brief Orientation to
Open Access

7. Budapest Open Access Initiative 2002
 By "open access" …, we mean its free availability on the public
internet, permitting any users to
 read, download, copy, distribute, print, search, or link to the full texts of
these articles,
 crawl them for indexing, pass them as data to software, or use them
for any other lawful purpose,
 without financial, legal, or technical barriers other than those
inseparable from gaining access to the internet itself.
 give authors control over the integrity of their work and the right to be
properly acknowledged and cited.
From https://www.budapestopenaccessinitiative.org

8. from Morrison, Heather. Dramatic Growth of Open Access [data set], version:October 1, 2019, Scholars
Portal Dataverse, https://doi.org/10.5683/SP2/EZQ1OK

9. road.ISSN.org - 35,483 OA journals
Fun interactive map!
3,332 - Latin Am and Caribbean
18,642 - Europe/North Am
714 - Africa
10,377 - Asia/Pacific
2,015 - Arab States

10. Top 5 Publishers of Academic Articles
Number of
Journals
Mean Impact
Factor
Elsevier 1,814 2.745
Springer 1,275 1.524
Wiley-Blackwell 1,105 2.276
Taylor & Francis 811 1.111
Sage 493 1.384
All others 5,672 1.913
Total 11,170 1.958
From Thompson
Reuter’s Journal
citation report
as reported in Eger
(2018) p.17
Meghan Zahneris.
“Scholars fight rogue peer
review and citation cartels”
in The Chronicle of Higher
Education. (Oct 11, 2019):
A22-23

11. Open access Models
 Gold Open Access
– Funding Model: the researcher pays a fee to the journal, which
can be hundreds or thousands of dollars
– Public Access: the public has immediate access to the final,
published version of the article.
– Peer Review: the article goes through the journals’ processes of
peer review.
Adapted from Jason M. Kelly “Green, Gold, and Diamond?: A Short Primer on Open Access”

12. Open access Models
 Hybrid Open Access: Some articles in a journal are “Gold” open
access, and others are available only to subscribers.
– Discovery: Since the entire journal is not OA, it can be difficult to
identify which articles are OA and which are not.
– Funding Models: the researcher pays a fee to the journal, and the
publishers charges subscribers/libraries for the journal.
– Public Access: the public has immediate access to the final,
published version.
– Peer Review: the article goes through the journals’ processes of
peer review.

13. Open access Models
• Diamond Open Access: no fee for authors.
– Funding Model: the researcher pays no fee to the journal;
Publishing cost is often paid by a society or grant or university
press.
– Discovery: Metadata must be created by some group.
– Public Access: the public has immediate access to the final,
published version of the article
– Peer Review: the article goes through the journals’ processes of
peer review
Adapted from Jason M. Kelly “Green, Gold, and Diamond?: A Short Primer on Open Access”

14. Open access Models
 Green Open Access: allows scholars to upload to a digital repository
the pre-print article, or after a period (say 1 year) the published article.
– Discovery: Usually requires a secondary search, or plug in, to find the OA
article. The publisher continues to charge for the version hosted on their
site.
– Funding Model: neither the researcher nor the public pays a fee;
repositories are supported through institutional funding.
– Peer Review: often the pre-print is an edited and peer reviewed version of
the article
– Public Access: a version of the article may be immediately available to the
public, but more likely an embargo.
Adaped from Jason M. Kelly “Green, Gold, and Diamond?: A Short Primer on Open Access”

15. Open access Models
• OER:Open Educational Resource (textbooks, etc.)
– Funding Models: Often the author(s) is paid to write the textbook,
and the process is funded by grants or institution(s).
– Public Access: the public has immediate access to the final,
published version.
– Peer Review: Author(s) are selected for their experience in the
field and in writing textbooks. There is editorial review, but not peer
review.

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3. Which OCLC KB
Open Access
collections to select?

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• Faculty / researcher misconceptions about Open Access journals
• Silos separating collection development librarians and electronic
resources librarians
• Promoting journals you subscribe to ($$$) while still providing access
to OA journals.
• Varying quality of metadata and updates (but this is a challenge with
subscription publishers too)
• Gathering stats from OA usage, for data driven assessment, if your
institution is into analytics.
Local challenges with adding OA to your Catalog

18. Journal Collections: DOAJ
• “Directory of Open Access Journals (DOAJ) is a
community-curated list of open access journals and aims
… for quality, peer reviewed open access material.”
• Currently 13,000+ journals
(From DOAJ website, Oct 2019)
• OCLC Knowledge Base name:
Directory of Open Access Journals (All titles) =
DOAJ.Records

19. J Collections: McGill University
• Open Access eJournals (McGill) =
global.53639.8.mcgillejournalsopenaccess
• 12,800+ journals) – less than 1/3 overlap with DOAJ
• Generally, these are academic journals, but may not follow
all the Budapest Open Access Initiative guidelines.
• Takes some occasional maintenance of broken links.

20. Journal Collections: SciELO
• SciELO – Curated OA Science journals mostly from
Central and South American countries (2200+ titles), 15
collections by country (e.g. SciELO Argentina)
• Grant funded, Gold OA, standards for editors, authors,
content, peer review, indexing, metrics, etc.
• Over 450 of these are not in DOAJ
• https://scielo.org/en/

21. Journal Collections: CEEOL
• CEEOL All Titles = ceeol.journals
– Eastern European journals (+970 OA journals, but +420
subscription journals, I can send you a KBart file to select just the
OA titles, if you email me.)
• Africa Journals Online (Open Access) = openly.jsCate.ajol
– 72 OA out of a collection of 219, I can send you a KBart file to
select just the OA titles, if you email me.

22. J Collections: JSTOR OA Journals
• JSTOR Open Access Journals = jstor.oajournals
– 48 titles, mostly to current, some with 2016-2018 end dates
• JSTOR Early Journal Content = jstor.ejc
– 339 titles, all earlier than 1922, journals and proceedings

23. Journal Collections:
• Other Free Journals = freeAccess.misc (+250 OA
journals) This collection was initially created by OCLC
staff, for member libraries to add free e-journal titles
nowhere else in the KB. A few new titles are added by
members each month.

24. Journal Collections:
• Free Medical Journals = freeAccess.fj4d
• – 3,040+ medical journals. I don’t know the origin of this
collection. It seems to be maintained cooperatively by
OCLC member libraries. Might be helpful if you are a
medical library?

25. Collections: OA Jour. from Societies
• IOP Institute of Physics
• ACRL – American College and Research Libraries
• American Mathematical Society 8
• American Physiological Society
• Project Euclid (Cornell) 508
• University of Edinburgh 18
• University of Nebraska 15

26. Collections: OA journals commercial
• Sage 239
• Springer 631
• Nature Open Access Content (almost all articles are free after a 12 month
embargo) 107
• Elsevier 668
• Wiley 155
• ProQuest 3,312
• Emerald 27
• Mary Ann Liebert 9
• Thieme 28

27. Open Access eBook Collections

28. OA eBook Collections:
• Directory of Open Access Books (European Networks) =
oapen.doabooks (21,000)
• OAPEN : Open Access Publishing in European Networks =
global.60691.88 (3,500) 2100 overlap with doabooks
• JSTOR eBooks Open Access = jstor.oaebooks (5,835)
Knowledge Unlatched, a U of California project (1,378)
• SciELO Books = scielo.ebooks Curated OA Science eBooks
from Central and South American countries (1,169)

29. OA eBook Collections: University Press
• U. of California Press (Luminos) 64
• Manchester University Press 176
• New York University Press 71
• Project Muse (Johns Hopkins) 513

30. eBook Collections:
Proquest OA Dissertations …
• ProQuest Dissertations and Theses Open (PQDT Open) =
global.5644.234 had 44,000+ OA dissertations
• OA Dissertations from repositories, are not widely
represented in the OCLC KB. A good project for your
university, if you have a repository.
• Presentation 3:10 today “You can Open Access too” by
Judy Hsu

31. eBook & J Collections: DTL …
• Digital Theological Library – OA religion collections,
including many dissertations in repositories.
• Also smaller journals that aren’t in other collections.
• Presentation about DTL Thursday 1:10 pm
“WMS and aggressive Open Access Curation”
Tom Phillips, Claremont University

32. OA eBook Collections: commercial vendors
– De Gruyter Open Access eBooks = deGruyter.oaebooks 2,287 with
at least 716 overlap with OAPEN
– Oxford 89
– Cambridge 50
– Springer Nature 779
– Taylor & Francis 383
– Brill 272
– Bloomsbury 200
– Gorgias Press 8

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4. How to Add Open
Access Collections /
e-Resources to your
Library Catalog

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Adding an OA collection
1) Search and then Click on the Collection Title: e.g. “Public
Library of Science”

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Adding an OA collection
2)Click on “Website” to test a few titles, to make sure they are
OA
3) “Select title” to select individual titles.

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Adding an OA collection
4) OR Click on
“Select
Collection” to
select ALL titles in
the collection.

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Adding an OA collection
5) Add to a license if you have License Manager, so ILL will work.
I made a simple license for OA journals, that only says “Yes” to ILL
usage. If ILL staff get tired of requests for OA journals, I can set this
license to “NO” ILL usage.

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Adding an OA collection
6) Probably set linking
to “No Proxy Needed”
(unless you proxy
everything, for
statistical purposes)

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How to move OA lower in Discovery results
7) Examine the Holdings settings
Disable “Maintain holdings” can influence
search results.
In Discovery, if you select “disable”, the titles in
this collection will still show a “View full-text”
link, but “disable” will move the titles much
further down your results lists. Only a precise
search will retrieve the titles.
(e.g. I selected “disable” for HathiTrust).
If you want no ILL for OA, you could also
“disable”, but using a license to deflect is
easier to change back for all OA collections.

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Slides from this presentation may be found at:
https://www.slideshare.net/jsiemon/presentations
A talk from 2017 WMS Global User Conference
Improving KB collections may be found
Recording: https://vimeo.com/237468207/00de177b16
Other related presentations also at Slide Share:
• Tips for fixing OCLC Knowledge Base broken links
• Cooperative methods to improve the OCLC Knowledge Base
• How to create a new knowledge base collection for the oclc
knowledge base if the vendor has not supplied one
• Improving KB collections

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And more related information:
“Collection level cooperative cataloging --a plea for
catalogers to add KBart, Excel, MARC-edit, & WMS
Collection Manager to their skill set”
https://docs.lib.purdue.edu/charleston/2017/collectiondevelopment/1/
Detailed instructions for adding multiple OCNs to an existing
Knowledge Base collection may be found at:
https://drive.google.com/open?id=0B2sHKamxnI-dQmFkcUVmS1d4RTQ (about 50 pages)
A Check list for Adding or Canceling an e-Resource or a
Database may be found at https://docs.google.com/document/d/1yuf4g-
aRA6Fh7eJno4GtSryjEkI22gycalxhzdAHmsY/edit?usp=sharing

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Questions? Comments?

43. Thank you
#WMSglobal
ANDERSON UNIVERSITY
josiemon@anderson.edu
Jeff Siemon