1. M A X - P L A N C K - G E S E L L S C H A F T 1 Innovation and publishing at MPDL Laurent Romary Max Planck Digital Library, Germany APE 2007 — Academic Publishing in Europe Berlin, 23-24 January 2007

2. M A X - P L A N C K - G E S E L L S C H A F T 2 Berlin から  The Max Planck Society (MPG) and scientific information within the Max Planck Digital Library  The Berlin Declaration as a reading guide to our activities  Publication archives, digital edition, and the like  Going further…

3. M A X - P L A N C K - G E S E L L S C H A F T 3 Locations and Figures Max Planck Society in figures  80 Institutes - basic research - all subject areas - distributed organization  Budget - 1.3 bill. EUR (~1.6 bill. US-$)  12,000 employees - 3,500 scientists - 8,500 support staff  9,100 annual visiting scholars Kaiserslautern

4. M A X - P L A N C K - G E S E L L S C H A F T 4 The Max Planck Digital Library  The newly created structure dedicated to scientific information within the Max Planck Society  Information sources  Journal and database subscriptions  Primary data and publications from researchers/institutes  Digital edition support  Actors  Scientists  Librarians, IT support  Publishers, scholarly associations  Other institutions in Germany and beyond…

5. M A X - P L A N C K - G E S E L L S C H A F T 5 The Scientist’s ecology Scientific information workflow The MPDL provides services to help the researchers manage their scientific information workflow.

6. M A X - P L A N C K - G E S E L L S C H A F T 6 The scientific information workflow  Two complementary views  Providing the underlying technological means eSciDoc  Managing the editorial content Close interaction with the scientific communities Underlying strategic stance: wide accessibility Cf. Berlin Declaration on Open Access (OA)

7. M A X - P L A N C K - G E S E L L S C H A F T 7  Overview  Joint project of the Max Planck Society and FIZ Karlsruhe  Five-year grant (2004 – 2009) from the German Federal Ministry of Education and Research  Target  eScience infrastructure for the German academic community PubMan: publication archive Scholarly workbench: research data management  eSciDoc as a strategic project for the MPG  The basis for our future digital resource management activities The eSciDoc project

8. M A X - P L A N C K - G E S E L L S C H A F T 8 The Motivation for OA  Economic arguments of the „serials crisis“ are serious, valid and true (and widely discussed)... ...but more important are inherent scientific requirements, expectations and opportunities

9. M A X - P L A N C K - G E S E L L S C H A F T 9 Serving scientific needs The driving force behind open access is......to contribute to a worldwide, emerging scholarly communication system exploiting the full potential of the internet...this is where the debates on Open Access and eScience/cyber infrastructure converge “Any viable OA model needs to be intertwined with technological innovation and eScience” Chris Armbruster

10. M A X - P L A N C K - G E S E L L S C H A F T 10 Berlin Declaration (Oct 2003) 1. Free, irrevocable, worldwide, right of access to, and a license to copy, use, distribute, transmit and display open access contributions 2. The complete work and all supplemental materials is deposited in at least one online repository using suitable technical standards Max Planck Society was host and initiator

11. M A X - P L A N C K - G E S E L L S C H A F T 11 Berlin Process Berlin Declaration 185 signatories (13 Dec. 2006)

12. M A X - P L A N C K - G E S E L L S C H A F T 12 The Berlin process and its results Berlin Berlin 10/2003 Berlin2 CERN 05/2004 Berlin3 Southampton 02/2005 Berlin4 Golm 03/2006 Berlin5 projected Padua, 09/2007 signing Berlin Declaration discussion practical guidelines draft „roadmap“ a) deposit policy recommendation b) encourage OA publications i.e. enforce green and golden strategy political and strategic discussions focus on practical implementations  watch for CERN initiated OA consortium in particle physics strengthening international collaborations

13. M A X - P L A N C K - G E S E L L S C H A F T 13 Implementing the Berlin Declaration Scientific information workflow Open Access as a general background for scientific information management

14. M A X - P L A N C K - G E S E L L S C H A F T 14 Information provision  Support for golden road (OA publishing)  Acknowledgment that publication costs are research costs (policy & budget preparations)  Article charge agreements with OA journals (not hybrid); ready to support further tests  Simplification of authors’ administrative overheads  Hence  Towards a global switch to OA as a collaborative endeavour between research institutions, scientific communities and publishers e.g. SCOAP³

15. M A X - P L A N C K - G E S E L L S C H A F T 15 Publication archive  Support for green road (institutional archiving)  Enhancing our institutional repository (from eDoc to eSciDoc)  Preparation of institutional archiving policy  Preparation of MPG copyright transfer agreement; to be subsequently negotiated with publishers  Study with pilot institutes on publishing behaviours

16. M A X - P L A N C K - G E S E L L S C H A F T 16 eDoc: Number of Metadata Records

17. M A X - P L A N C K - G E S E L L S C H A F T 17 eDoc: Number of Fulltext Items

18. M A X - P L A N C K - G E S E L L S C H A F T 18 The factors of success for OA Incentives Services Publication archive A researcher-centred strategy VisibilityMandates

19. M A X - P L A N C K - G E S E L L S C H A F T 19 The usual suspects  Visibility  Strong evidence that OA increases impact, but…  Hard to make this known to researchers  Mandates  Immediate efficiency, but…  Slow expansion of the mandating institutions  Go against researchers’ personal implication on open access  Decoupling self-archiving mandates and open access  Mandating deposit (single keystroke strategy)  Encouraging open access (e.g. cream of science)

20. M A X - P L A N C K - G E S E L L S C H A F T 20 “Online or Invisible?” (Lawrence 2001) “average of 336% more citations to online articles compared to offline articles published in the same venue” Lawrence, S. (2001) Free online availability substantially increases a paper's impact Nature 411 (6837): 521. http://www.neci.nec.com/~lawrence/papers/online-nature01/

21. M A X - P L A N C K - G E S E L L S C H A F T 21 Services and incentives  Editorial  Editorial support (librarians as digital curators) Affiliations Reference bibliographical description  Technical  Ease of use (e.g. favourite co-authors)  Long-term preservation and access  Selection-export facilities, web pages  Workspace, statistics  Scientific  Link to assessment campaigns Towards an indirect (yet strong) mandate

22. M A X - P L A N C K - G E S E L L S C H A F T 22 Digital (re)sources management  Primary sources  Variety of document types and descriptors  Central role of scientific communities  Needs, projects  Existing infrastructures  Wide accessibility  Pooling together digital assets  Generic features  Structured documents, document dependencies, annotations, quotations, visualization  Long term preservation  Standards (metadata, content), data semantics  Sharing expertise  Technical and editorial aspects => “Digital curation”  Designing a common open access policy for research data

23. M A X - P L A N C K - G E S E L L S C H A F T 23 Variety of data from the ECHO project

24. M A X - P L A N C K - G E S E L L S C H A F T 24 Networking Knowledge Annotation Transcription Metadata Translation © Institut Catholique, Paris, France Annotation

25. M A X - P L A N C K - G E S E L L S C H A F T 25 Combining information sources “Baskets”  Browsing, comparing and exporting structured data  Combining data from various sources  Framing the scientist‘s workspace

26. M A X - P L A N C K - G E S E L L S C H A F T 26 Digital edition  Setting up and supporting an OA journal family with back-office support  The Living Review concept State of the art surveys Online access Updates  New models of scientific communication e.g. primary data and commentaries in the humanities

27. M A X - P L A N C K - G E S E L L S C H A F T 27 www.LivingReviews.orgwww.LivingReviews.org

28. M A X - P L A N C K - G E S E L L S C H A F T 28 New scientific communication means World Atlas of Language Structures (WALS) 2560 different languages 142 features/maps/chapters Phonology, Morphology, Nominal Categories, Nominal Syntax, Verbal, Word Order, Simple, Complex Sentences, Lexicon, etc.  Setting up a peer-reviewed environment  Submission of chapter + dataset Conformance to good practice and scientific added values  Using WALS prestige Getting academic credit for the data sets

29. M A X - P L A N C K - G E S E L L S C H A F T 29 Living sources Peer review Publication Submission Sources Annotations Commentary Quotation Secondary usage Annotations Commentaries Sampling PR as commentary Correction/Additions Additional sources Author’s database

30. M A X - P L A N C K - G E S E L L S C H A F T 30 A changing landscape  Creating a virtuous circle between peer-review and accessibility  A step towards implementing the Berlin Declaration for research data  Building-up infrastructures  Making data accessible through eSciDoc  Sharing infrastructures  Across communities: speech, text, images, videos  Across national endeavours: e.g. ESFRI/Dariah  Towards a coherent management of research projects  Linking research projects and research infrastructures The AHRC-AHDS model

31. M A X - P L A N C K - G E S E L L S C H A F T 31 Berlin まで  Scientific repositories as part of the scientist’s ecology  Being aware and respecting the practices and expectations of the various research communities  Anticipating technical needs by exploring new scientific information management paradigms  From innovation to services  New modes of scientific information communication  …will change the landscape of scientific publishing  Hence, new services have to be identified together  Outsourcing stable concepts to make them become new publishing services