How to make your IR effective as a publishing platform for grey literature

"I know nothing about IRs", admits Toby Green, "but I once wrote a paper about tidying up our grey literature at OECD, which seems to have garnered a lot of interest." Today he tells us he'll cover:

• Post-it-and-hope-Google-finds-it approaches to dissemination of content
• What does it take to satisfy the needs of various stakeholders
• What did the OECD do with its working papers

Post and hope
Out of 40 starters at this year's Grand National, 14 finished. Rank outsiders enter what is one of the country's hardest courses - perhaps hoping that everyone else will fall over and allow the rank outsider to win. Is "post it and hope" an equally unlikely strategy for success? It relies on a single discoverability system (search) which puts considerable pressure on metadata to be of sufficient quality to drive successful discovery. And it's a "survival of the fittest" environment: if you are not part of the "short head" (the blockbuster opposite of the long tail) your chances of discovery through major search engines are also limited. It's a passive strategy that is author-, rather than reader-centric. Ultimately, says Toby, it doesn't work. The OECD.org website is a platform for authors to upload their content - which they do - and 90% of it is *never* downloaded.

Stakeholder needs
What do the various stakeholder groups require from literature repositories? As a group - made up of representatives from libraries, publishers, agents, intermediaries - we brainstormed some of the things that different user groups require from a publishing system.

Authors

• need a channel for dissemination
• need visibility/recognition for career development
• need to be read
• need to claim ownership of ideas
• need to fulfil mandates (from funders, institutions)
• need an easy process, preferably with others doing as much as possible
• need reports on how the work has been used
• need archiving
• need links/dissemination to other platforms where they want to be visible/involved
  

Readers

• need full text but don't want to have to read it
  
• need integration with other workflow tools
• need easy discoverability - and access - for free
• need related data and inter-literature links
• need an indication that the content is authoritative
• need reliability/predictability of content's location
• need awareness and other contextual services

Institutional administrators; bosses

• need reports on usage, financial aspects (value for money), who has been published
• need prominent branding / enhancement of reputation
• need budget - and usage - a critical mass of deposits
  
• need quality to meet institution's standards and reduce later work

Librarians

• need more time, resource and better equipment
  
• need training
• need standards
• need tools to support processes
• need clearer legal guidelines from publishers
  

Funders

• need reports (on usage/what's been published) to show that grants are producing sufficient material
• need visibility, research profile
  
• need dissemination to expedite ongoing research

Intermediaries

• agents
• aggregators
• publishers need copyright and brand to be respected/protected; credit where due

What did the OECD do to meet these needs?
Originally, authors could post what they wanted, when they wanted. Readers, however, struggled to find this material. Administrators were concerned about quality control and reputation; funders were asking questions about impact and ROI. Librarians - were laughing - despairingly? Authors weren't asking for OECD's assistance; administrators didn't think it had anything to do with OECD. Papers were presented in a jumble on the OECD website

• no metadata standards
• no quality control
• no underlying database/workflow
• no common vision
• no knowledge of what readers need
• no understanding of discovery systems
  

OECD's solution was to get the publishing staff involved to

• establish metadata standards
• establish quality control steps
• create underlying database/workflow
• build common vision
• research readers'/librarian needs
• exploit discovery systems
• monitor results.

Metadata is key:

• analyse the papers to identify metadata fields
• add additional fields to meet industry standards
• sign off fields so database can be built
• QA existing metadata; fix numbering problems
• Fill and QA the database

OECD then created a workflow to minimise effort and create efficiencies - converting the paper to a PDF for hosting and onward dissemination. A single webpage now categorises the papers and links through to organised lists of papers within categories. Metadata is consistent and comprehensive (DOI, abstracts, keywords etc.), and is submitted to RePEc - vastly improving that database's coverage of this content, since authors had previously not been diligent in uploading their own content. And at the full text level, the workflow system adds a templated cover page with improved, consistent branding and clear, exportable citations.

Following this overhaul of the workflow, traffic to the working papers has more than doubled.

• authors needs are being met: data is more visible in more locations, the data is marketed within the OECD platform, reports are available from OECD and its partner platforms, and authors are not required to carry out any of the processes
• readers can access the full text and improved metadata helps them understand it without reading it, citations can be exported, content is discoverable, background data is linked, citation linking and "more like this" links are forthcoming, the content is clearly trustworthy and well serviced with awareness alerting
• administrators can download usage reports and assess financial value, branding has improved, quality is controlled (inappropriate content is rejected)
• librarians are not required to carry out any of the processes, legal guidance is clear
• funders are getting good value for money without additional expenditure.

In conclusion:

• QA - requires filtering to protect institution's reputation
• Distribute to disseminate - content needs to be widely discoverable with supporting capabilities such as MARC records
• Promotion - internal awareness-raising with authors so they understand why the process is valuable to them
• Reports and 'ego' tools (RePEc has good ones); reader tool
• Institutional repositories need to either outsource to a publisher, or employ people with publishing skills to manage the process effectively
  

July issue of Serials now published

The Editorial Board of Serials thought it would be a good exercise to alert blog readers to the new issue of Serials which has just been published and contains many of the popular presentations from the recent conference (including T Scott Plutchak's and Melinda Kenneway's highly regarded papers). We've also included some of the breakout sessions, including Paul Harwood's briefing on the UK consortia landscape with a guide for librarians, publishers and intermediaries, and Nol Verhagen's briefing on "the licensing battlefield" from a consortium perspective.

Other papers concern the scholarly community in China, e-textbooks, the usage factors project, journal collection evaluation and much more..

Read it here (subscription or members only for current three issues) - http://uksg.metapress.com/openurl.asp?genre=issue&issn=0953-0460&volume=20&issue=2
Subscription information here: http://www.uksg.org/serials/subscribe

Let us know what you think!

The Best in Show!!

Now that I am back from the UKSG meeting and have had a chance to reflect on the meeting, I wanted to offer a few thoughts. At the first plenary session where we were waiting to see the two industry giants Google and Microsoft deliver speech's that would change our view of the world, it was the third speaker that really hit the home run. T. Scott Plutchak, the medical library Director from the University of Alabama, Birminhgam with his speech on "The Librarian: Fantastic Adventures in the Digital World" provided the most valuable insight into where we are heading in this digital world.

As librarians we often confuse the term library and librarians and Scott made it clear that the two terms or not synonyms. Many of us are afraid that the library that we know and love is being marginalize. With the shift to digital collections and the influence of Google and Microsoft this decline in importance of the library is accelerating. Many librarians are attempting to do battle with the Google trying to show how misleading searches can be or how limited the information is in certain fields. Give it up!

In Scott's view that is ok to see the library declining in importance as it is the librarian that is the important component in this equation. We have always had a major role in the print world and we will continue to have a major role in the digital age. According to Scott "Librarians fundamental purpose has been to support the process of research and education of our community." The primary tool in the print world was the library. Now as we move into the digital world we need to carry on the same role as before but just change the tools.

Scott's presentation provided a number of examples with the librarian working outside of the library with researchers in their labs and offices and identified this activity to be part of the role in the future. As a librarian I can see the fantastic adventure developing in the digital world. Librarian's are going to have an even greater opportunity to use our creativity to further the interests of our community.

So it is time to stop putting our energy into trying to stonewall the Google's of the world and begin to utilize our information gathering, analysis, and organizational skills to help our community make the most out of the new tools that technology and creative software developers have provided.

Dan Tonkery