Home | News & Events | Events | 2014 Events | NISO Webinars | March 5: Part 1: The Infrastructure of Open Access: Knowing What is Open

NISO Two-Part Webinar: The Infrastructure of Open Access

Part 1: Knowing What is Open

March 5, 2014

1:00 p.m. - 2:30 p.m. (Eastern Time)

Part 2 of this webinar, Toward a Functioning Business Ecosystem, will be held on March 12.

System Requirements:

  • NISO has developed a quick tutorial, How to Participate in a NISO Web Event. Please view the recording, which is an overview of the web conferencing system and will help to answer the most commonly asked questions regarding participating in an online Webex event.
  • You will need a computer for the presentation and Q&A.
  • Audio is available through the computer (broadcast) and by telephone. We recommend you have a set-up for telephone audio as back-up even if you plan to use the broadcast audio as the voice over Internet isn't always 100% reliable.
  • Please check your system in advance to make sure it meets the Cisco WebEx requirements. It is your responsibility to ensure that your system is properly set up before each webinar begins.  

About the Webinar

Open Access (OA) has become a widely accepted and rapidly growing method of publishing scholarly content. As OA distribution gains traction, a high priority for the community is establishing and building the infrastructure needed to efficiently manage this content. This infrastructure includes such elements as OA publication charge management by third parties, fee structures and payments, visual and machine-readable identification of OA availability and reuse rights, and discovery layer functions. In 2013, NISO launched a project on Open Access Metadata to develop recommendations for the availability and reuse rights issues, but that addresses only a piece of the total infrastructure issue.

In the first part of NISO’s two-part series, the focus is on Knowing What is Open. When content is published by a strictly Open Access publisher or in a completely open access online journal, knowing what is freely available to read by the user can be fairly obvious. This is less clear for hybrid titles, where open access is set at an article-by-article level. Even when a journal is fully open access, mechanisms are necessary for conveying the OA status of articles and their reuse rights to other systems, such as discovery platforms. This webinar will  discuss just what it means to say content is "open access," what the various flavors of OA are,and how people and other systems can determine how open something is and both discover and access such content. Issues around license rights, the scale of openness, and the application of this data in discovery contexts will also be covered.

Agenda and Event Slides

Todd Carpenter, Executive Director, NISO

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The Lifecycle of Open Access Content
Susan Dunavan, Senior Product Manager, SIPX
Franny Lee, Co-Founder & VP Business Development, SIPX

What happens when open access content leaves a publisher's platform and moves into the larger ecosystem? There is a growing ocean of content and search tools emerging to help users identify and get access to the quality content they need. It becomes more and more important to ensure that publishers and creators of institutional repositories consider not only how to describe their own open access content, but also how to make it interoperable with other platforms, types of content and open access sources. SIPX - a higher ed course materials platform that connects open access content, licensed content and other publisher content with online learning systems - shares their actual users' requests and perspectives while discussing the emerging challenges and opportunities in communicating open access content accessibility to end-users.

Susan Dunavan has over ten years of extensive experience as a product manager in publishing technology and has developed content platforms for dozens of publishers and societies (including PLOS, BioOne, Elsevier, Taylor & Francis, and the American Chemical Society). Susan previously oversaw all platform implementations and customizations at Atypon. She joined SIPX in 2013 as their Senior Product Manager, where she’s focusing on driving improvements to the copyright management process in higher education. Susan studied visual anthropology at the University of Kansas, with an emphasis on digital technology.

Franny Lee is Vice President, Business Development & Co-Founder of SIPX. Originally a composer and jazz musician, Franny was drawn to the fields of copyright and digital communication by experiencing firsthand its effect on the music industry. She has worked on a variety of complex copyright issues for over 10 years. Franny is a lawyer in both the United States and Canada, and has litigated digital rights and internet questions in the entertainment, media and communications industries, as well as worked in government agencies on copyright collective proceedings and orphan works applications. Franny holds a BFA from York University, LLB / JD from Queen’s University, and LLM in Law, Science & Technology from Stanford University. She served as Resident Fellow for the Stanford Center for Legal Informatics, focusing on using technology to improve the copyright landscape and driving the research that led to the creation of SIPX, Inc.

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How Open is Open Access?
Darlene Yaplee, Chief Marketing Officer, PLOS

Open Access can be confusing. This presentation will cover the commonly asked questions and myths of Open Access, how to use the “How Open Is It?” guide as a standardized way to understand the degree of openness, real-word examples of Open Access benefits, and, lastly, how Open Access is connected to the future of publishing.

Darlene Yaplee is the Chief Marketing Officer for PLOS, a nonprofit Open Access publisher, innovator, and advocacy organization with a mission to lead a transformation in research communication. Darlene's program involvement includes the HowOpenIsIt? campaign to broaden the understanding of Open Access definitions in collaboration with the Open Access Scholarly Publishers Association (OASPA) and the Scholarly Publishing Academic Resources Coalition (SPARC). This program also includes collaborating with Google and the Wellcome Trust for the Accelerating Science Awards Program (ASAP), which recognizes exceptional real-world applications of Open Access research. Darlene has a track record in developing strategies for new opportunities—programs, products and markets at high technology companies including Sun Microsystems and Hewlett–Packard. Darlene has been a guest lecturer at Stanford School of Business and Santa Clara University. She was the University of California, Davis Alumni Commencement speaker. She serves on the board of the Djerassi Residents Artist Program and the El Camino Women’s Hospital Advisory Board. Darlene earned a BA in Economics from University of California, Davis.

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Untangling Open Access Issues in Scholarly Communication
Greg Tananbaum, 
Consultant; NISO Open Access Metadata and Indicators Working Group Co-Chair 

From public policy (OSTP, RCUK, Horizon 2020) to publishing (PLOS ONE, predatory OA) to institutions (the University of California OA policy), open access continues to emerge as a hot button issue within scholarly communication. But Open Access means many things to many people. This presentation will untangle the conflation and confusion among various flavors of openness—including open access, public access, open data, and open science. It will also discuss one of the emerging tools from the forthcoming NISO Open Access Metadata & Indicators Recommended Practice, that provides a mechanism for identifying the "openness" of content and defining associated rights or restrictions.

Greg Tananbaum serves as a consultant to publishers, libraries, universities, and information providers as owner of ScholarNext (www.scholarnext.com). ScholarNext clients include Microsoft, SPARC, PLOS, AIP, the University of California, and Annual Reviews. He has been President of The Berkeley Electronic Press, as well as Director of Product Marketing for EndNote. Greg writes a regular column in Against the Grain covering emerging developments in the field of scholarly communication. He has been an invited speaker at dozens of conferences, including the American Library Association, the Society for Scholarly Publishing, the Association of Professional and Learned Society Publishers, and Online Information UK. He holds a Master's Degree from the London School of Economics and a B.A. from Yale University.

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Registration closes on March 5, 2014 at 12:00 p.m. (ET)

Registration for both parts

SAVE! Register for both parts of this two-part webinar and save 25%!

If paying by credit card, register online for both parts.

If paying by check, please use this PDF form for both parts.

  • NISO Member
    • $143.00 (US and Canada)
    • $164.00 (International)
  • NASIG Member
    • $143.00
  • Non-Member
    • $188.00 (US and Canada)
    • $224.00 (International)
  • Student
    • $74.00

Registration for Part 1 only

If paying by credit card, register online for Part 1 only.

If paying by check, please use this PDF form for Part 1 only.

  • NISO Member
    • $95.00 (US and Canada)
    • $109.00 (International)
  • NASIG Member
    • $95.00
  • Non-Member
    • $125.00 (US and Canada)
    • $149.00 (International)
  • Student
    • $49.00

Additional information

  • Registration closes at 12:00 p.m. (ET) on March 5, 2014. Cancellations made by February 26, 2013 will receive a refund, less a $25 cancellation. After that date, there are no refunds.
  • Registrants will receive detailed instructions about accessing the webinar via e-mail the Monday prior to the event. (Anyone registering between Monday and the close of registration will receive the message shortly after the registration is received, within normal business hours.) Due to the widespread use of spam blockers, filters, out of office messages, etc., it is your responsibility to contact the NISO office if you do not receive login instructions before the start of the webinar.
  • If you have not received your Login Instruction email by 10 a.m. (ET) on the Tuesday before the webinar, at please contact the NISO office or email Juliana Wood, Educational Programs Manager at jwood@niso.org for immediate assistance.
  • Registration is per site (access for one computer) and includes access to the online recorded archive of the webinar. You may have as many people as you like from the registrant's organization view the webinar from that one connection. If you need additional connections, you will need to enter a separate registration for each connection needed.
  • If you are registering someone else from your organization, either use that person's e-mail address when registering or contact the NISO office to provide alternate contact information.
  • Library Standards Alliance (LSA) members receive one free webinar connection as part of their membership and DO NOT need to register for the event for this free connection. Your webinar contact will receive the login instructions the Monday before the event. You may have as many people as you like from the member's library view the webinar from that one connection. If you need additional connections beyond the free one, then you will need to enter a paid registration (at the member rate) for each additional connection required.
  • Webinar presentation slides and Q&A will be posted to the site following the live webinar.
  • Registrants and LSA member webinar contacts will receive an e-mail message containing access information to the archived webinar recording within 48 hours after the event. This recording access is only to be used by the registrant's or member's organization.