Wednesday–24 April 2024
| 13:15-14:45 | Workshop 1 Malte Dreyer, Hanna Varachkina and Margo Bargheer: The Future of Open Access Books in the Open Access Landscape of the ERA: Strategic, Economic, and Science Policy Perspectives | Workshop 2 Maciej Maryl, Tomasz Umerle, Magdalena Wnuk, Sy Holsinger and Ronald Snijder: How to support innovation in SSH? The OPERAS Innovation Lab guidelines | Workshop 3 Ursula Rabar and Christina Drummond: Exploring Sustainability for Global OA Book Usage Data Trust Infrastructure |
Workshop 1
Malte Dreyer, Hanna Varachkina and Margo Bargheer: The Future of Open Access Books in the Open Access Landscape of the ERA: Strategic, Economic, and Science Policy Perspectives
Academic books play an important role in scholarly production and research communication. It is therefore essential that academic books are included in open science / open access policies and strategies developed by research funders and institutions to ensure that open science becomes a standard across all disciplines. The workshop will give participants an opportunity to discuss future developments in the field of OA book policy making, discuss and develop scenarios for economic, strategic and political developments. The results of the workshop will be taken into consideration in the evaluation of the OA books policies and thus will indirectly be incorporated into policy recommendations of the PALOMERA project.
Authors
Malte Dreyer
Malte Dreyer studied Philosophy and Literature at the Universities of Kiel and Marburg as well as Library and Information Science at the Humboldt University of Berlin and has been working at the Lower Saxony State and University Library since 2019. His work focuses on the areas of Teaching Library, Open Access and Open Science and Policy Research. Malte Dreyer is currently working in the PALOMERA project and is active in analyzing and indexing policy documents, formulating recommendations and conducting surveys.
Hanna Varachkina
Hanna Varachkina studied Linguistics, English and Roman Philology at the University of Göttingen and conducted research in the field of Computational Literary Studies. She has been working at the Lower Saxony State and University Library since 2014. In the recent years, she has focused on the topics of Open Access and Diamond Open Access, and has contributed to PALOMERA and CRAFT-OA projects.
Margo Bargheer
Margo Bargheer is a trained graphic designer and holds a master degree in social anthropology and media studies. She is head of the team for electronic publishing at Göttingen University Library, including Göttingen University Press, the university‘s repositories, the Diamond open access journal platform and other services around scholarly communication. She and her team coordinate the CRAFT-OA project, other team members are involved in the DIAMAS and PALOMERA projects and in the German information platform open-access.network. Margo heads the AEUP board and is part of the German working group‘s sounding board for university presses.
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Workshop 2
Maciej Maryl, Tomasz Umerle, Magdalena Wnuk, Sy Holsinger, Ronald Snijder and Françoise Gouzi: How to Support Innovation in SSH? The OPERAS Innovation Lab guidelines
The workshop will serve as an opportunity for presenting and evaluating the guidelines for supporting different innovative projects in SSH, as well as the ideas for the future operation of the Innovation Lab. Each case study will be presented as a workflow, containing solutions and consecutive steps that should be followed by researchers willing to engage with similar formats and facing related challenges. It will also feature the support options that could be solicited from various e-infrastructures. The guidelines on the lifecycle of different types of innovation will serve as a blueprint for future operations of the Lab and for other projects. The participants, on one hand, will learn how to create and sustain FAIR innovative outputs, and, on the other, will provide valuable feedback on the Lab’s work.
Authors
Maciej Maryl
Maciej Maryl, PhD, assistant professor and the founding Director of the Digital Humanities Centre at the Institute of Literary Research of the Polish Academy of Sciences (CHC IBL PAN). He cooperates with OPERAS as Executive Assembly member and the leader of OPERAS Innovation Lab. He chairs ALLEA E-humanities Working Group, and co-chairs DARIAH Digital Methods and Practices Observatory.
Tomasz Umerle
Tomasz Umerle, PhD, assistant professor and Chief Technology Officer (CTO) at the Digital Humanities Centre at the Institute of Literary Research of the Polish Academy of Sciences (CHC IBL PAN). Deputy Head of Department of Current Bibliography and Chair of Bibliographical Data Working Group at DARIAH ERIC. Involved in various infrastructural projects concerning data and scholarly communication (TRIPLE, OPERAS PLUS, ATRIUM, Dariah.lab).
Magdalena Wnuk
Magdalena Wnuk, PhD, Head of Open Humanities Section in Digital Humanities Centre at the Institute of Literary Research of the Polish Academy of Sciences (CHC IBL PAN). Academic researcher and policy analyst. She defended her thesis, concerning long-term adaptation of the 1980s. Polish migrants in Austria, Sweden and Italy. Her research projects are interdisciplinary and combine methods of cultural anthropology, sociology and history.
Sy Holsinger
Sy Holsinger, Chief Technology Officer (CTO) of OPERAS AISBL. Sy spent more than fifteen years in EU-funded projects related to the development and implementation of e-Infrastructures for research and innovation as well leading commercial exploitation such as in the series of EGEE projects, EGI flagship projects, EOSC-hub and EOSC Future projects.
Ronald Snijder
Ronald Snijder, Chief Technology Officer (CTO) of OAPEN Foundation. He is responsible for the operational, technical and data-related aspects of the OAPEN Library, the Directory of Open Access Books and the OA Books Toolkit. He has a background in library and information sciences, information technology and holds a PhD in social sciences.
Françoise Gouzi
Françoise Gouzi is an Information Officer “détachée” from the French Ministry of Research, she is working as Open Science Officer at DARIAH-EU. She is responsible for fostering and implementing Open Science practices across the DARIAH network. She contributes to the design and implementation of open science policy statements, guidelines and services related to the open dissemination of research results in the humanities.
Workshop 3
Ursula Rabar and Christina Drummond: Exploring Sustainability for Global OA Book Usage Data Trust Infrastructure
Currently, individual organizations such as libraries, publishers and service providers, encounter challenges when aggregating OA book usage data to make strategic decisions about their OA publishing and OA programs. They individually manage, compile, and link usage data metrics making it time-consuming. The Open Access Book Usage Data Trust (OAEBUDT), supported by the Mellon Foundation, has taken on this challenge and is working towards creating an international data exchange ecosystem to unlock public/private usage data sharing that would minimize the time and resources needed for the organisations. In order to facilitate this exchange, the OAEBUDT is adopting the International Data Space (IDS) model developed by the International Data Space Association (IDSA) and already implemented in other industries such as banking, health and similar. At its core, the IDS works with the values of 1) increased interoperability, 2) trust through secure and transparent exchange, and 3) multiparty data governance through usage controls and accountability measures. To move forward with the IDS digital infrastructure for the OA book usage data exchange, in 2022 the Mellon Foundation awarded a project team led by The University of North Texas, OpenAIRE, and OPERAS to develop “governance building blocks” for the OA Book Usage Data Trust in line with the Design Principles for IDS and emerging IDS certification specifications.
As part of that, the OAEBUDT team is organising this workshop to invite OA usage stakeholders to learn what the Data Trust IDS service will provide and to then explore, as well as evaluate, ways to sustain such a trusted, neutral data intermediary infrastructure within the scholarly publishing ecosystem.
Authors
Ursula Rabar
Ursula Rabar is the Community Manager for the OA Book Usage Data Trust. She facilitates global consultations and engagement with diverse OA book usage stakeholder communities. Her position is hosted by OPERAS-EU, the European infrastructure consortia focused on Open Scholarly Communication in the European Research Area for Social Sciences and Humanities. She also works on the PALOMERA project as Project Community Manager. Before joining OPERAS, Ursula worked at various academic and non-academic publishers with over 5 years of experience in sales, marketing, institutional partnerships, Open Access and print books.
Christina Drummond
Christina Drummond is the Executive Director for the OA eBook Usage Data Trust effort working from within the library of her host institution, the University of North Texas. Mrs Drummond has held library faculty and research administration roles at the University of North Texas and has focused on data policy as the Founding Director of the Technology and Liberty Project at the ACLU of Washington Foundation and program manager at the Program on Data and Governance at The Ohio State University. She began her career in the late 90s supporting SaaS innovations for back-office supply-chain logistics, government e-records management, enterprise technology planning, and nonprofit capacity-building. Mrs. Drummond is certified in Design Thinking by IDEO and as an Information Privacy Professional (CIPP/US) by the International Association of Privacy Professionals. She holds an M.A. in International Science and Technology Policy from George Washington University, a Certificate in International Business from the University of Washington, and a data-analytics focused B.S. with Honors in Criminal Justice and Psychology from The Ohio State University. In addition to her RDA participation, she serves on the Mid-Ohio Regional Planning Commission’s Regional Data Advisory Committee.
| 15:15-16:45 | Workshop 4 Margo Bargheer, Hanna Varachkina and Tabea Klaus: Knowing what’s missing, identifying how to overcome barriers | Workshop 5 Graham Stone, Lucy Barnes, Silke Davis and Lorenzo Armando: Diamond Open Access for books: Community Support in Practice | Workshop 6 Luca de Santis, Angela Vorndran, Eva-Maria Gerstner, Michael Kaiser, Sy Holsinger and Nanette Rißler-Pipka: How to Integrate Library Data into GoTriple – a Collaboration with the Text+ Consortium |
Workshop 4
Margo Bargheer, Hanna Varachkina and Tabea Klaus: Knowing What’s Missing, Identifying How to Overcome Barriers
The EU-funded projects DIAMAS and CRAFT-OA work on general and technical aspects of academic journals in the Diamond Open Access model. DIAMAS stands for “Developing Institutional Open Access Publishing Models to Advance Scholarly Communication” and is developing common standards and guidelines for Diamond Open Access publications. With the innovative European Quality Standard for Institutional Publishing (EQSIP), DIAMAS provides a modular and flexible tool, including training materials and business model concepts, which takes into account the different national, economic and institutional circumstances of publication services. CRAFT-OA stands for “Creating a Robust Accessible Federated Technology for Open Access”. The project aims to strengthen and further develop Europe-wide institutional publishing in the Diamond Open Access model, with a focus on the process of publishing scientific journals. For this purpose, concrete service offers and tools will be developed that enable the regional platforms and service providers to expand and professionalise their content, platforms and services. Both projects have dedicated tasks to identify gaps and challenges in order to deliver solutions that meet communities’ needs, especially those providing publishing services to research communities, journals and editors. The overall goal is to set up a comprehensive Diamond Capacity Centre that includes technical services, valuable information resources, networks, standards and curated and aggregated data around Diamond Open Access journals. In our interactive workshop we will give three brief lightning talks to present the findings of our projects around identified gaps and challenges and set the scene. Together with participants we’d like to discuss the projects’ findings, prioritise the most important challenges for Diamond OA publishers, fill blank spots and identify promising road maps. Participants should be prepared to be contacted beforehand and receive preparatory material to allow us to make the most of the workshop duration. Participants don’t require in-depth technical knowledge of open access journal publishing but ideally are responsible for Diamond open access journals or platforms or seek to flip a journal they work for into Diamond Open Access. The workshop results will inform the progress of both projects and serve the aim of community building of both projects.
Authors
Margo Bargheer
Margo Bargheer is a trained graphic designer and holds a master degree in social anthropology and media studies. She is head of the team for electronic publishing at Göttingen University Library, including Göttingen University Press, the university‘s repositories, the Diamond open access journal platform and other services around scholarly communication. She and her team coordinate the CRAFT-OA project, other team members are involved in the DIAMAS and PALOMERA projects and in the German information platform open-access.network. Margo heads the AEUP board and is part of the German working group‘s sounding board for university presses.
Hanna Varachkina
Hanna Varachkina studied Linguistics, English and Roman Philology at the University of Göttingen and conducted research in the field of Computational Literary Studies. She has been working at the Lower Saxony State and University Library since 2014. In the recent years, she has focused on the topics of Open Access and Diamond Open Access, and has contributed to PALOMERA and CRAFT-OA projects.
Tabea Klaus
Tabea Klaus holds a Master’s degree in Library and Information Science (Humboldt University Berlin). Furthermore, she has studied German language and literature, psychology and phonetics (Friedrich Schiller University Jena), worked in a publishing house and is a trained bookseller.
Since 2021 she is working at Göttingen University Library mainly in two EU-projects: DIAMAS and CRAFT-OA. In DIAMAS she was involved in mapping the European institutional publishing landscape, in CRAFT-OA she works as project officer and is member of the coordination team.
Workshop 5
Lucy Barnes, Silke Davis, Iva Melinščak Zlodi, Ivana Morić Filipović, Matevž Rudolf, Graham Stone and Lorenzo Armando: Diamond Open Access for books: Community Support in Theory and Practice
This workshop brings together two OPERAS Special Interest Groups (SIGs): Open Access Business Models (OABM) and the Open Access Books Network (OABN), to discuss the diamond open access (OA) model and how it works in theory and in practice with regards to books. There will be a special focus on the extent to which diamond models for OA books are ‘community-led’ and what that looks like in reality.
At present, the definition of diamond open access continues to be a topic of investigation and iteration in practice, particularly for books. While the societal benefit of research being free to read and free to publish is without doubt, there are different interpretations of how best to achieve this. For academic books, the economic model differs from that of journals – most notably because open access for books often coexists with paid-for print editions (and sometimes certain digital formats).
Using real-life examples, including local projects taking place in our host nation, Croatia, its neighbouring countries, and across Europe, we will examine different examples of diamond OA for books, consider whether this variety presents challenges to an overall definition of diamond, and explore possible outcomes of the ambiguity of diamond-in-practice.
We will invite participants to discuss some of the following questions to interrogate example models that are presented during the session:
- What are the common threads between these models?
- Does any aspect of these models present a challenge to a ‘typical’ definition of diamond OA?
- How do the different models rest on values such as equality and diversity? Are these appropriate terms?
- How is a community (or communities) involved in the initiative and what does this involvement look like in practice?
- Is it desirable that they are scalable and if so, can they scale – or should we scale small?
- Do these models we’ve presented work well in your context, and why/why not?
- How do we define the typical challenges of these models and how can we overcome them?
- How can we communicate the measures of value and impact of these models?
As the existing models of cost recovery for book publishing vary significantly, especially if we take into account practices of book publishing outside of the mainstream international for-profit scholarly publishers, the need to develop a clear, unified, definition of diamond OA on all sides is becoming more apparent, and this workshop seeks to bring stakeholders together in attempt to do just that.
Authors
Graham Stone
Graham Stone is Jisc’s subject matter expert for OA monographs. He is the lead for communications on OA monographs within Jisc and with members and stakeholders and is responsible for developing and managing strategic relationships in the UK and internationally. Before joining Jisc, he worked in the university sector for 23 years managing library resources budgets, OA services and a University Press. He is a Chartered Librarian, a Fellow of the Higher Education Academy and holds a professional doctorate for research on New University Press publishing. He is co-author of Techniques for Electronic Resource Management: TERMS and the Transition to Open.
Lucy Barnes
Lucy Barnes is Senior Editor and Outreach Coordinator at Open Book Publishers, a leading independent Open Access book publisher. She also works on outreach for the Open Book Futures project, led by COPIM (Community-led Open Publication Infrastructures for Monographs) and for the ScholarLed collective. She coordinates the Open Access Books Network (oabooksnetwork.org) in collaboration with OAPEN, OPERAS, ScholarLed and Sparc Europe, and she is on the Editorial Advisory Board for the OAPEN Open Access Books Toolkit. You can find her on Twitter @alittleroad.
Silke Davison
Silke Davison is Community Manager for Europe and the Americas at OAPEN and DOAB, where she is responsible for the development of and engagement with their supporting libraries in these regions. She manages the marketing and communication efforts of both of these organisations. Silke also co-coordinates the Open Access Books Network (OABN), through which she is involved in OPERAS (as well as through OAPEN), and participates in the SCOSS Family. Prior to working at OAPEN, Silke worked at Frontiers and Springer Nature, and holds a Master’s in Publishing from the University College London (UCL).
Iva Melinščak Zlodi
Iva Melinščak Zlodi is a scholarly communication and e-resources librarian at the University of Zagreb Faculty of Humanities and Social Sciences, responsible for institutional repository development, support in electronic publishing, providing electronic resources, information literacy education, and bibliometric monitoring of research output. She leads the development of the institutional OA book platform FF Open Press, has experience with initiating and developing the Croatian national journals platform Hrčak and repository network Dabar and is currently preoccupied with launching the Croatian initiative for open scholarly books. She is a member of the Board of Directors of SPARC Europe.
Ivana Morić Filipović
Ivana Morić Filipović graduated librarianship at the Department of Information Sciences, University of Zadar, Croatia. She is currently working as the Head of the Publishing Department at the University of Zadar and her special interests are: university publishing, university libraries, scientific communication and open science.
Matevž Rudolf
Dr Matevž Rudolf (1980) is head of the University of Ljubljana Press, where he coordinates the publishing activities of the 26 faculties and academies of the University of Ljubljana. Issuing approximately 200 new publications and 51 scientific journals (more than 120 volumes) annually, makes University of Ljubljana Press one of the largest academic publishers in Slovenia and Central Europe.
Lorenzo Armando
A graduate in classical literature, Lorenzo Armando has worked in publishing since the 1980s. With the company Lexis he founded in 1998 (today Lexis Compagnia Editoriale in Torino) he provides services to Italian and foreign publishers, operates as a publisher through different brands (Rosenberg & Sellier, Celid, Accademia University Press, Kermes) mainly in academic and non-fiction fields, and participates in OPERAS (Open Scholarly Communication in the European Research Area for Social Sciences and Humanities) consortium and in Italian Cultural Content Industry (ICCI) association. He is also the director of IT Publishing srl and president of Associazione TPF (The Publishing Fair). Since 2023 he has been vice-president of Associazione Italiana Editori.
Workshop 6
Luca de Santis, Angela Vorndran, Eva-Maria Gerstner, Michael Kaiser, Sy Holsinger and Nanette Rißler-Pipka: How to Integrate Library Data into GoTriple – a Collaboration with the Text+ Consortium
The planned workshop presents a showcase for the collaboration of national and European research data infrastructure and community service. In the first part of the workshop, we will explain the organisational and technical approach in two short presentations. In the second part, we will encourage the participants to come up with their own examples for data integration and discuss a possible transfer and application of the presented workflow.
Text+ is a consortium of the German National Research Data Infrastructure (NFDI) dedicated to text- and language-based research and part of the four humanities consortia who signed a memorandum of understanding (NFDI4Culture, Text+, NFDI4Memory, NFDI4Objects, https://doi.org/10.5281/zenodo.3265763) in order to collaborate. The German National Library is one of the Text+ data and competence centres and leads the task area “Collections”. GoTriple is a multilingual discovery platform for SSH. It is part of the OPERAS infrastructure, and as a “young” and growing discovery service, it continuously improves along with the integrated resources. One important step has already been done by the GoTriple team in providing technical and content-related documentation (https://gotriple.eu/docs/your_data_in_gotriple-v1_0.pdf, https://gotriple.eu/docs/gotriple-handbook-v1_0.pdf) for resource providers. A next step is the present collaboration and exchange between service provider and resource provider.
The presented example of GoTriple and one of the Text+ resource providers (German National Library) can, on the one hand, be used as a best practice for the integration of more library catalogue data (in the MARC 21 format) into the GoTriple platform; on the other hand, it also serves as a model for the essential communication and collaboration workflow in order to estimate the effort for future data integration into GoTriple on the level of an exemplary national infrastructure. One of GoTriple’s main components is an automatic and configurable harvesting system for collecting and processing metadata from publications and projects named SCRE. Harvesting in SCRE is based on an ‘assembly line’ approach, where data is processed step by step by various specialized components. Each of these components is dedicated to implementing a particular functionality, including metadata ingestion, normalization, classification and automatic annotation to enrich textual descriptions, all with the aim to improve the presentation of content on the platform. Amongst these components, a relevant role is played by “Connectors”, which ingest content by implementing the OAI-PMH harvesting protocol or supporting the processing of dump files in specific formats. After a joint analysis conducted by the Text+ and GoTriple teams, the development of a MARC 21 dedicated connector for SCRE has been indicated as the best possible strategy for the Text+ integration in GoTriple. This allows quickly to create a Proof of Concept, with a first set of significant SSH publications from the German National Library indexed in GoTriple. This decision also paves the way for integrating relevant SSH collections managed by other libraries, as this is one important standard for library cataloguing and data exchange. The technical challenges for this integration have been quite relevant. First of all, MARC 21 is a quite complex and not easily processable protocol: in this case, the use of dedicated, open source software libraries provide significant help. However, the SCRE pipeline isn’t completely ready to ingest and process a vast amount of content in a short time, like those that potentially can come by integrating data from a National library.
Authors
Luca de Santis
Angela Vorndran
Eva-Maria Gerstner
Michael Kaiser
Sy Holsinger
Sy Holsinger is the Chief Technology Officer (CTO), employed by the OPERAS AISBL. In the role of CTO, he is in charge of the technical vision and service strategy, coordinating the teams behind the solutions, and aligning with the overall organisational strategy to ensure the delivery, sustainability, efficiency, and effectiveness of the OPERAS portfolio of services. Previous to OPERAS, Sy spent more than fifteen years in EU-funded projects related to the development and implementation of e-Infrastructures for research and innovation as well leading commercial exploitation. In addition, he is a certified expert, trainer and auditor (ISO 19011) in both FitSM (Service Management) and ISO/IEC 27001 (Information Security) standards, and volunteers as Co-chair of ITEMO (IT Education Management Organization) to evolve the FitSM standard. Sy studied Business Communications and Management in the U.S.
Nanette Rißler-Pipka
| 17:00-18:30 | Workshop 7 Lucy Barnes, Niels Stern, Rupert Gatti, Toby Steiner, Kevin Sanders: How To Facilitate Horizontal Collaboration Between Community-Led Infrastructures for Equitable and Bibliodiverse Futures for Open Access Books? | Workshop 8 Ljiljana Jertec Musap and Draženko Celjak: Making Scientific Publications More Machine-Readable: A Workshop on Automated Conversion to JATS XML | Workshop 9 Delfim Ferreira Leão, Nelson Ferreira and Bruno Silva: Pilot Translation Service Platform for Scholarly Production |
Workshop 7
Lucy Barnes, Niels Stern, Rupert Gatti, Toby Steiner, Kevin Sanders: How To Facilitate Horizontal Collaboration Between Community-Led Infrastructures for Equitable and Bibliodiverse Futures for Open Access Books
With this workshop, we will invite community-led, open access, non-commercial (OA) books infrastructures within the OPERAS community to come together, discuss our projects and nurture horizontal collaborations to address shared challenges. We hope that this session will encourage greater communication and collaboration towards a community-led future for OA books, and we envisage this workshop as an important step towards our overarching common goal of transitioning to an equitable and bibliodiverse OA book ecosystem.
We will present the results of a recent visual mapping exercise conducted by participants of the Copim Open Book Futures (OBF) project to sketch out the manifold connections already existing between multiple infrastructures across Europe, including (but not limited to) those involved in OBF and other networks, projects, and initiatives within OPERAS such as OAPEN/DOAB, the Open Access Books Network, and the PALOMERA project. This will be a launching-off point to explore how we can all make the most of these shared connections, but a key question we will also ask of participants is: what are we missing?
A particular focus for OBF is how to engage publishers, universities, and infrastructure providers in a diverse set of national and linguistic contexts. This includes engaging the OPERAS community as well as communities from Africa, Australasia, and Latin America, so as to amplify bibliodiverse and equitable, community-led approaches to OA book publishing.
Hence, following the introductory mapping brief, we would like to open the floor and engage with the larger OPERAS community – particularly with other projects working in this space – to discuss how we can work together to expand and further develop the plurality of common infrastructures, networks, and resources that are needed to deliver a future for OA books led not by large conglomerates, but by communities of scholars, small-to-medium-sized institutions as well as scholar-led publishers, not-for-profit infrastructure providers, and scholarly libraries.
Author
Lucy Barnes
Lucy Barnes is Senior Editor and Outreach Coordinator at Open Book Publishers, a leading independent Open Access book publisher. She also works on outreach for the Open Book Futures project, led by COPIM (Community-led Open Publication Infrastructures for Monographs) and for the ScholarLed collective. She coordinates the Open Access Books Network (oabooksnetwork.org) in collaboration with OAPEN, OPERAS, ScholarLed and Sparc Europe, and she is on the Editorial Advisory Board for the OAPEN Open Access Books Toolkit. You can find her on Twitter @alittleroad.
Rupert Gatti
Dr Rupert Gatti is a co-founder and Director of three non-profit open access book initiatives Open Book Publishers, Thoth Open Metadata and the Open Book Collective and is a founding member of the Open Access Book Network (now an OPERAS sig). He is a Fellow of Trinity College, Cambridge, where he is a Director of Studies in Economics. His published academic work includes microeconomic analysis of competition and pricing in online and digital markets. He has been involved in a number of UK- and EU-funded OA book initiatives, including the HIRMEOS and PALOMERA projects within OPERAS, and the UKRI and Arcadia funded COPIM and Open Book Futures projects
Toby Steiner
Toby Steiner has studied in Hamburg and London, and holds an M.A. in Television Studies from Birkbeck, University of London. Over the past fourteen years, he has been involved in a variety of projects dealing with Open Scholarship in its many facets (e.g. Open Education, Open Source software, Open Data, Open Access publishing). Prior to his recent role of COO & Product Manager at Thoth Open Metadata, Toby has been supporting the Principal Investigators Janneke Adema and Gary Hall as Project Manager on the international Community-led Open Publication Infrastructures for Monographs (COPIM) project, which ran between 11/2019 and 04/2023.
Kevin Sanders
Kevin Sanders is a longstanding, critical advocate of the nebulous concept of openness in the context of the academy. Recently, he has developed and supported institutional strategies to enhance open access at multiple HEIs as a Scholarly Communications Manager. Prior to this, Kevin worked in multiple areas of academic librarianship. Kevin has particular interests in the politics of information, digital rights, and privacy, and he has exclusively published works on a number of open access platforms. Kevin co-founded and co-operated the Journal of Radical Librarianship.
Niels Stern
Niels Stern is Managing Director of OAPEN Foundation. He has worked in scholarly publishing for more than twenty years. Since 2014 he has also acted as an independent expert for the European Commission on open science and e-infrastructures. He is a member of the OPERAS Executive Assembly and the Open Book Collective Board of Stewards and serves on a number of advisory boards and committees.
ORCID: 0000-0001-6466-9748
Workshop 8
Ljiljana Jertec Musap and Draženko Celjak: Making Scientific Publications More Machine-Readable: A Workshop on Automated Conversion to JATS XML
SRCE develops, maintains and promotes national solution for the publishing of Open Access journals named Portal of Croatian scientific and professional journals HRČAK. Besides the role of the central portal that provides open access to scientific and professional journals (mostly diamond) of all disciplines this service also provides technical support to journal editors and promotes good practices in scientific publishing (e.g., open and machine-readable format JATS XML, usage of ORCID identifiers, publishing associated datasets and linking papers to them). In 2023 HRČAK provided access to 530+ journals with 283.00+ OA papers. Plan S strongly recommends „Availability for download of full text for all publications (including supplementary text and data) in a machine-readable community standard format such as JATS XML“ (Plan S: Part III: Technical Guidance and Requirements: https://www.coalition-s.org/technical-guidance_and_requirements/). Motivated by Plan S, SRCE has developed technical support for automatic conversion of articles to JATS XML format that makes articles machine-readable, easier for preservation, easier for content and reference mining, more searchable, etc. The service for automatic conversion to JATS XML will be provided through EOSC Marketplace so that European journal editors can use it for their journals. It is expected that the availability of services for automatic conversion will encourage publishing in the JATS XML format because it significantly reduces the amount of time and resources required for its creation. Participants will have the opportunity to trial the automated conversion tool, facilitated by SRCE via the EOSC marketplace, enabling the conversion from formats such as DOCX to JATS XML. The workshop will cover the fundamental structure and benefits of JATS XML, along with strategies for optimizing articles to ensure efficient automated conversion. Furthermore, discussions on the future development and sustainability of this tool will also be featured.
Authors
Ljiljana Jertec Musap
Draženko Celjak
Workshop 9
Delfim Ferreira Leão, Nelson Ferreira and Bruno Silva: Pilot Translation Service Platform for Scholarly Production
This workshop aims to outline the context, goals and the features and functionalities of a pilot translation service platform for scholarly production, driven by the community and whose conception came after a design study developed in OPERAS-PLUS, as a task of WP5. The midterm pilot is to be transformed into a future service in the cluster of OPERAS regarding which we intend to present the roadmap and submit it for discussion with the participants. The platform aims to provide a collaborative environment for researchers and professionals to translate and edit scientific documents in multiple languages, thus providing an answer to academic communities demanding for tools that may enhance a multilingual environment, while the scientific quality of translated papers is preserved. Overall, this Translation Service platform provides a collaborative and secure environment for translation with a range of features to enhance usability and performance. The workshop is divided into 3 sections: Presentation context and needs of the current academic general community, political background, strategic infrastructures, and strategic program; Outline of current features and functionalities; Potential impact in academic community, struggles and long-term objectives.
Authors
Bruno Silva
Bruno Silva is a lead frontend developer at UCFramework, a University of Coimbra company. Responsible for the mobile app UC One and the creation and maintenance of multiple web apps at the University of Coimbra. Fluent in Portuguese, English and French. Technical skills span a broad range of technologies such as PHP, NodeJS, VueJS, Javascript, and blockchain-related programming with Ethereum and Solidity.
Delfim Ferreira Leão
Delfim Leão is Full Professor at the Faculty of Arts and Humanities and a researcher at the Center for Classical and Humanistic Studies, University of Coimbra. He was Director of Coimbra University Press (2011-2021), is the Vice-Rector for Culture, Communication and Open Science at Coimbra University (since 2019) and Member of the UNESCO Open Science Advisory Committee. He is a member of the EOSC (European Open Science Cloud), and a member of the Executive Assembly of OPERAS (ESFRI infrastructure), participating in European projects such as OPERAS-P, TRIPLE, OPERAS-PLUS, PALOMERA. He is also an appointed member of the Scientific Council of the CNRS – Sciences Humaines & Sociales (2023-2028).
Nelson Ferreira
Nelson H. S. Ferreira is a postdoctoral researcher at University of Coimbra and has been studying and publishing within the scope of Open Science Infrastructures, Mesopotamian and Mediterranean regions’ popular culture, languages and social history and ancient thought. Recently his research has been dedicated to the anthropological impact of the economic dependence of agricultural production in Sumerian and Roman cultures, to the history of science, to Knowledge management and to Knowledge Transfer from academy to society. He has a PhD in ‘Classical Studies’ (University of Coimbra) and in ‘Linguistic, literary and Cultural studies’ (University of Barcelona).
Friday – 26 April 2024
| 11:45-13:15 | Workshop 10 Elisabeth Ernst, Aysa Ekanger, Marta Świetlik, Sylvia Koukounidou and Fotis Mystakopoulos: Advocacy for Responsible Research Assessment for the Social Sciences and Humanities | Workshop 11 Susanna Fiorini: Behind the Scenes of Machine Translation: For a Sustainable, Ethical and Collaborative Use of Machine Translation in Multilingual Scholarly Communication | Workshop 12 Franjo Pehar, Nikolina Peša Pavlović, Stefano De Paoli and William J. Costello: Co-Designing Open, Diverse, and Inclusive Scholarly Communication Services: The OPERAS UCQ-FRAME |
Workshop 10
Elisabeth Ernst, Aysa Ekanger, Marta Świetlik, Sylvia Koukounidou and Fotis Mystakopoulos: Advocacy for Responsible Research Assessment for the Social Sciences and Humanities
It has long been recognized that the system of research and researcher assessment needs to change. There is a range of research assessment reform initiatives: worldwide, regional and national initiatives, along with declarations from funding bodies and associations. Examples of such initiatives are: The San Francisco Declaration on Research Assessment, The Agreement on Reforming Research Assessment, the Open Science Career Assessment Matrix, and the Recognition and Rewards programme in the Netherlands, the Norwegian Research Assessment Matrix. The initiatives provide recommendations and possible actions. At the workshop, participants will first get a brief overview of current worldwide and regional initiatives that have momentum and that are relevant for various stakeholders in Social Sciences and Humanities. Participants will then engage actively with the content of these initiatives. The purpose of the workshop is to help participants to start thinking about the concrete recommendations, action suggestions, and resources from the different initiatives and how concrete actions can be developed. The workshop specifically targets a broad group of audience with various backgrounds. Participants will collaborate in small groups to see how the various action suggestions can be implemented in their specific contexts and for specific target groups, or how more general recommendations can translate to concrete actions (informational resources, advocacy actions and materials). Participants will be able to choose whether they want to work with one specific recommendation from one initiative (e.g. Commitment 3 in ARRA about the inappropriate uses of publication-based metrics), combine similar recommendations from several initiatives (Commitment 3 in ARRA and the recommendations in DORA), or combine several recommendations from one or more initiatives.
Authors
Elisabeth Ernst
Elisabeth Ernst is project manager for the OPERAS-PLUS project at Max Weber Stiftung (MWS). OPERAS-
PLUS aims at supporting OPERAS in its preparatory phase and on its way towards implantation as an
ERIC. She is also coordinator of the OPERAS Advocacy Special Interest Group. Her background is in
economics and literature.
Aysa Ekanger
Marta Świetlik
Sylvia Koukounidou
Fotis Mystakopoulos
As a Project Policy Officer, Fotis is involved in EU-funded projects such as Skills4EOSC and GraspOS, projects that are implementing the most recent Open Science practices, including FAIR-by-design training materials, shaping the research assessment reform to account for Open Science practices, and creating a network of Competence Centres where professionals and researchers could grow their skills. In 2021, Fotis completed his MSc in Information Science, focusing on Plan S and its impact on scholarly communications from a UK perspective. While still an advocate for Open Access for scientific publications, he is also an EOSC FAIR Champion for the FAIR Impact project, promoting the adoption and implementation of FAIR practices.
Workshop 11
Susanna Fiorini: Behind the Scenes of Machine Translation: For a Sustainable, Ethical and Collaborative Use of Machine Translation in Multilingual Scholarly Communication
In the age of artificial intelligence, machine translation has become a mainstream tool, which has been widely embraced by users for the most diverse purposes. The scientific community has also started to look at machine translation as one of the possible solutions for promoting multilingualism in scholarly communication, a field which has historically been marked by a shortage of human and financial resources to support traditional translation processes. In 2020, following the Helsinki Initiative on Multilingualism in Scholarly Communication, the French Ministry of Higher Education and Research launched the Translations and Open Science project to promote a more structured implementation of translation technologies, and in particular machine translation, in scholarly communication. The last phase of the project, which ended in 2023, consisted of four exploratory studies. These studies coordinated by OPERAS aimed in particular at: 1) mapping the current translation practices, tools and needs within the scientific community (researchers, publishers, librarians, etc.) and the related professions (for example, scientific and academic translators); 2) training and evaluating specialised machine translation engines to assess their usability according to scholarly communication requirements; 3) defining an ethical and sustainable framework to encourage translation activities in scholarly communication. Drawing on the findings of the Translations and Open Science studies, global input from OPERAS SIG for Multilingualism as well as live demonstrations, the workshop Behind the scenes of machine translation will provide the opportunity to better understand the tool, the way it is built, as well as its strengths and limits, especially in relation to scholarly communication. Based on previous surveys and instant polls, the participants will also learn how machine translation is used within the scientific community, what are the expectations towards this tool based on user profiles and the best practices that should be adopted. Finally, the focus will turn to ethical implications and collaborative aspects which are essential to make machine translation a sustainable resource for multilingual scholarly communication.
Author
Susanna Fiorini
Susanna Fiorini is a translator and consultant in translation technology for research and international organisations. Since 2020, she has been coordinating the Translations and Open Science project, funded by the French Ministry of Higher Education and Research and the French Ministry of Culture, with the aim to explore the possibilities offered by translation technologies to foster multilingualism in scholarly communication.
Workshop 12
Franjo Pehar, Nikolina Peša Pavlović, Stefano De Paoli and William J. Costello: Co-Designing Open, Diverse, and Inclusive Scholarly Communication Services: The OPERAS UCQ-FRAME
Our primary aim is to elevate users’ voices through participative or co-design methodologies, leveraging insights from UCQ-FRAME and OPERAS-Plus WP6. This places their needs at the heart of shaping future OPERAS services. Building on OPERAS-Plus WP6 experiences, we aim to explore how participative or co-design approaches can nurture OPERAS’ goals. Our workshop provides a dedicated space for collaborative learning, focusing on enriching scholarly communication in the social sciences and humanities. We draw from past successes to craft customised services that acknowledge and esteem every individual’s voice, creating practical, supportive, and universally accessible solutions. Attendees will also gain deeper insights into UCQ-FRAME findings within OPERAS-Plus, outlining core principles and potential methodologies for adopting participative or co-design approaches.
Introduction. We’ll begin with a two-minute welcome, briefly introducing the workshop. Then, in three minutes, we’ll outline the workshop’s goals and agenda. In the following five minutes, our distinguished speakers will introduce themselves, highlighting their expertise. Segment 1: Human-Centred Design in Scholarly Communication and Publishing Services – UCQ-FRAME. Franjo Pehar will present an overview of human-centred design principles and their application in scholarly services in ten minutes. Segment 2: Participative Design Philosophy. Led by Stefano de Paoli, this segment explores the deep philosophical foundations of participative design, fostering openness, diversity, and inclusion. We discuss why Participatory Design shouldn’t be merely instrumental and reflect on its alignment with OPERAS’ goals. Segment 3: Ethnography and User Research. William J. Costello will dedicate ten minutes to exploring the effective application of ethnographic methods in user research, showcasing how these methods provide profound insights into user behaviour and need deliverables guiding design processes. Interactive Session. In this 30-minute session, participants will engage in hands-on activities to explore key ideas from previous segments within UCQ-FRAME’s context. Activities may include real-time polling, wireframe critiques, interactive prototyping, feedback collection, ethnographic observations, and community building. We will take into consideration the inclusion of an online session to accommodate remote participants, ensuring their engagement through the use of a remote ideation board. Closing Session. The final 20 minutes will consolidate the outcomes of the interactive session. A group dialogue will examine the roles of UCQ-FRAME and OPERAS. We’ll conclude with organizers’ closing remarks, summarizing key takeaways and outlining feedback collection and future follow-up plans.
Authors
Stefano De Paoli
Franjo Pehar
Franjo Pehar is associate professor at the University of Zadar’s Department of Information Sciences and head of the Laboratory for Interactive Systems and User Experience (UNIZD UX Lab). His research interests include history and theory of information science, scholarly communication, bibliometrics, information retrieval, human-computer interaction, usability, and user experience.
Nikolina Peša Pavlović
Nikolina Peša Pavlović is a postdoctoral researcher at the University of Zadar’s Department of Information Sciences and a member of the Laboratory for Interactive Systems and User Experience (UNIZD UX Lab). Her research interests include information behavior in an online environment, human-computer interaction, user-centered design and user experience
William J. Costello
William (Bill) J. Costello is a freelance UX researcher and designer living in Italy, who has collaborated with OPERAS since 2021. Using user-centered design methodologies he helped bring the OPERAS services VERA and Pathfinder to life, delivering innovative platforms for participatory science and open publishing all while making sure the needs of its users and the objectives of the OPERAS infrastructure were met.