Difference between revisions of "Talk:Springer Open Choice Agreement"

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== Meeting with Wim van der Stelt, 08.03.2009 ==
== Meeting with Wim van der Stelt, 08.03.2009 ==


'''Agenda'''
=== Agenda ===
# Task: Analyze if OC increases perception/use/impact of articles - [Hut: Margit], e.g.
# Task: Analyze if OC increases perception/use/impact of articles - [Hut: Margit], e.g.
#* which data would be required to execute evaluation
#* which data would be required to execute evaluation
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'''Participants''': Anja Lengenfelder, Inga Overkamp, Margit Palzenberger, Ralf Schimmer, Wim van der Stelt, [http://www.linkedin.com/pub/8/610/1a2 Harald Wirsching] - Director of market research (inkl. EndnutzerNutzungsstatistiken von SpringerLink).
'''Participants''': Anja Lengenfelder, Inga Overkamp, Margit Palzenberger, Ralf Schimmer, Wim van der Stelt, [http://www.linkedin.com/pub/8/610/1a2 Harald Wirsching] - Director of market research (inkl. EndnutzerNutzungsstatistiken von SpringerLink).


'''Minutes''':
=== Minutes ====


Anforderungen an Datenlieferung? DDS ist vom Format sehr schwergewichtig ("tiefe Verschachtelung"), andere Alternativen (OAI Harvester) waeren more appreciated. Wie ist der Status? Im Rahmen des PEER-Projekts werden Driver Guidelines implementiert, konkrete Verzoegerung
'''Data Delivery Service, DDS''': The package formate delivered by Springer's DDS is deeply nested and not ideal for MPG to process few elements only. An OAI service provider would be would be highly appreciated. In addition, G. Schäfer announced that the Excel lists can only be delivered until the publications are not filtered by DDS automatically.
* Springer expects that the PEER/DRIVER project will establish relevant guidelines for interfacing publisher and/or repository platforms - and awaits further information before proceeding
* The issue could be further discussed on the next meeting. Inga is responsible to communicate relevanz of Excel-Sheet back to G. Schaefer and include Wim in the discussion if required.


Wieviele Artikel kommen aus MPG? Laut Analyse von Herrn Wirsching werden etwa 40 Artikel pro Monat aus der MPG (Co-Author) publiziert, nur die
'''Quality Assurance''', i.e. how to identify MPG publications not published via OC model: Both parties share the experience that not all articles with MPG contribution are published under Springer's OC model. This could have various reasons, e.g. the corresponding author may not be aware of the option or explicitly deciding against this form of publication.
* According to a non-representative analysis by Mr. Wirsching, the OC option is only chosen for half of the potential articles. It looks like the option is chosen less often if the corresponding author is not affiliated to MPG
* MDPL/MPIs should be in charge of communicating with MPG authors to clarify their reasons and to decide which articles need to be released retrospectively. This requires that the MPG is able to identify those MPG articles not published via OC, e.g. an interface to specify more complex strategies by using boolean operators and trunction plus a limitation to date of acceptance. Unfortuantely, the AuthorMapper does not provide the required functionality.
* Problem: Author affiliation is not part of the metadata record for the publication, but only available in a data element of Springers Production System.
* Springer will evaluate potential options further, a complete list of MPG publications will be delivered within the evaluation process (see below)


MPG muss eine Moeglichkeit erhalten, komplexe boolsche Suchanfragen auf Institutsnamen mit Einschraenkung auf "date of acceptance" zu stellen. Problem: Author affiliation is not part of the metadata record for the publication, but only available in a data element of Springers Production System.
'''Evaluation and Analyse of OC contract''': The Springer representatives propose following measures to evaluate the OC contract:
 
# in terms of "internal data analysis":
1. internal data analysis (author / article data) -> bis Ende Juni soll was erreicht sein: number of mpg articles published, development of mpg articles over year, number of articles by discipline/journal/institution?
#* measures: number of MPG articles published (OC or not OC), development of MPG articles over year, number of articles by discipline/journal/institute, affiliation of corresponding author (MPG or not)
* difference: is MPG the corresponding author or not (could be that OC option is not choosen as many times when author
#* todos: MPG to provide list of insitute name (including variants), Springer to share data (full metadata records) as soon as possible
* which articles haven't been published under OC model
#* schedule: first numbers should be available until end of June
2. usage numbers: -> bis Ende Juni soll was erreicht sein
# in terms of "usage of MPG OC articles":
* mpg oa articles: what percentage of usage is from licensed usage and which is not from licensed usage (manuelle Arbeit erforderlich, Sample size -> Sample/Muster wird erstellt von Springer, Margit schaut drauf). Nicht-lizenzierte Nutzung viel ueber automatisierte Tools, Download, Belastungstest -> DAMIT SOLL ANGEFANGEN WERDEN
#* measure 1: breakdown usage numbers by requester's subscription status (licensed/not licensed)
* compare MPG oa articles to similar articles -> EVTL in der zweiten PHASE, da aehnliche Artikel nicht einfach selektiert werden können. (Sample-Analzyse) -> bis zum Sommer soll was erreicht sein
#* process: This evaluation will require a certain amount of manual work at Springer and should therefore been done for a sample only. Mr. Wirsching will suggest a sample and Margit will check/validate it.
3. direktes feedback von den Forschern?  another idea b: end user befragung am ende des prozesses? abstimmung mit den diversen aktivitäten an Autorenbefragung notwendig (PEER/SOAP). Darüber hinaus wird es sehr ein schwierig werden, ein repräsentatives Ergebnis zu ehalten, neben reine kursatorischen Berichten. Methodik: Kann Margit delivern.
#* problem: High percentage of not-licensed access will be triggered by robots (not nice guy GoogleBot only ;). It won't be possible to exclude these kind of requests completely.
* evtl. auch nach Ergebnis der Sekundäranalyse, z.B. zur Festlegung einer definierten population (grundgesamt) fuer eine Befragung  
#* schedule: first numbers should be available until end of June
* MPG hat Interesse an einer eher generischen (nicht auf Springer limitierten) Befragung zu dem Thema
#* measure 2: compare usage of MPG OC articles to "similar" articles  
* Idee wird ein halbes Jahr liegengelassen. Im Rahmen von SOAP evtl. neu aufgegriffen
#*
 
# in terms of an "user survey":
 
#* abstimmung mit den diversen aktivitäten an Autorenbefragung notwendig (PEER/SOAP). Darüber hinaus wird es sehr ein schwierig werden, ein repräsentatives Ergebnis zu ehalten, neben reine kursatorischen Berichten. Methodik: Kann Margit delivern.
MPG to provide a list of all title variants to Springer, Springer to return complete list of metadata records.
#* evtl. auch nach Ergebnis der Sekundäranalyse, z.B. zur Festlegung einer definierten population (grundgesamt) fuer eine Befragung  
 
#* MPG hat Interesse an einer eher generischen (nicht auf Springer limitierten) Befragung zu dem Thema
notiz:
#* Idee wird ein halbes Jahr liegengelassen. Im Rahmen von SOAP evtl. neu aufgegriffen
* Wim van de Stelt: Excel-Liste nicht mehr auf der Agenda

Revision as of 18:26, 9 March 2009

Meeting with Wim van der Stelt, 08.03.2009[edit]

Agenda[edit]

  1. Task: Analyze if OC increases perception/use/impact of articles - [Hut: Margit], e.g.
    • which data would be required to execute evaluation
    • responsibilities and timelines
  2. Task: Identify MPG publications not published under OC model yet - [Hut: Inga], e.g.
    • why Springer's AuthorMapper is not helpful for this task
    • which alternatives could be provided by Springer
  3. Task: Improve visibility of OC articles - [Hut: tja], e.g.
    • update on "CrossRef Tag idea", update on OAI service provider idea, etc.

Participants: Anja Lengenfelder, Inga Overkamp, Margit Palzenberger, Ralf Schimmer, Wim van der Stelt, Harald Wirsching - Director of market research (inkl. EndnutzerNutzungsstatistiken von SpringerLink).

Minutes =[edit]

Data Delivery Service, DDS: The package formate delivered by Springer's DDS is deeply nested and not ideal for MPG to process few elements only. An OAI service provider would be would be highly appreciated. In addition, G. Schäfer announced that the Excel lists can only be delivered until the publications are not filtered by DDS automatically.

  • Springer expects that the PEER/DRIVER project will establish relevant guidelines for interfacing publisher and/or repository platforms - and awaits further information before proceeding
  • The issue could be further discussed on the next meeting. Inga is responsible to communicate relevanz of Excel-Sheet back to G. Schaefer and include Wim in the discussion if required.

Quality Assurance, i.e. how to identify MPG publications not published via OC model: Both parties share the experience that not all articles with MPG contribution are published under Springer's OC model. This could have various reasons, e.g. the corresponding author may not be aware of the option or explicitly deciding against this form of publication.

  • According to a non-representative analysis by Mr. Wirsching, the OC option is only chosen for half of the potential articles. It looks like the option is chosen less often if the corresponding author is not affiliated to MPG
  • MDPL/MPIs should be in charge of communicating with MPG authors to clarify their reasons and to decide which articles need to be released retrospectively. This requires that the MPG is able to identify those MPG articles not published via OC, e.g. an interface to specify more complex strategies by using boolean operators and trunction plus a limitation to date of acceptance. Unfortuantely, the AuthorMapper does not provide the required functionality.
  • Problem: Author affiliation is not part of the metadata record for the publication, but only available in a data element of Springers Production System.
  • Springer will evaluate potential options further, a complete list of MPG publications will be delivered within the evaluation process (see below)

Evaluation and Analyse of OC contract: The Springer representatives propose following measures to evaluate the OC contract:

  1. in terms of "internal data analysis":
    • measures: number of MPG articles published (OC or not OC), development of MPG articles over year, number of articles by discipline/journal/institute, affiliation of corresponding author (MPG or not)
    • todos: MPG to provide list of insitute name (including variants), Springer to share data (full metadata records) as soon as possible
    • schedule: first numbers should be available until end of June
  2. in terms of "usage of MPG OC articles":
    • measure 1: breakdown usage numbers by requester's subscription status (licensed/not licensed)
    • process: This evaluation will require a certain amount of manual work at Springer and should therefore been done for a sample only. Mr. Wirsching will suggest a sample and Margit will check/validate it.
    • problem: High percentage of not-licensed access will be triggered by robots (not nice guy GoogleBot only ;). It won't be possible to exclude these kind of requests completely.
    • schedule: first numbers should be available until end of June
    • measure 2: compare usage of MPG OC articles to "similar" articles
  3. in terms of an "user survey":
    • abstimmung mit den diversen aktivitäten an Autorenbefragung notwendig (PEER/SOAP). Darüber hinaus wird es sehr ein schwierig werden, ein repräsentatives Ergebnis zu ehalten, neben reine kursatorischen Berichten. Methodik: Kann Margit delivern.
    • evtl. auch nach Ergebnis der Sekundäranalyse, z.B. zur Festlegung einer definierten population (grundgesamt) fuer eine Befragung
    • MPG hat Interesse an einer eher generischen (nicht auf Springer limitierten) Befragung zu dem Thema
    • Idee wird ein halbes Jahr liegengelassen. Im Rahmen von SOAP evtl. neu aufgegriffen