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Open access and analytics

Abstract
NISO Discourse Discussion for this session
https://discourse.niso.org/t/open-access-and-analytics/109

Next generation OA analytics: A case study 
A critical component in the development of sustainable funding models for OA is the ability to communicate impact in ways that are meaningful to a diverse range of internal and external stakeholders, including institutional partners, funders, and authors. While traditional paywall publishers can take advantage of industry standard COUNTER reports to communicate usage to subscribing libraries, no similar standard exists for OA content. Instead, many organizations are stuck with proxy metrics like sessions and page views that struggle to discriminate between robotic access and genuine engagement.

This session presents the results of an innovative project that builds on existing COUNTER metrics to develop more flexible reporting. Reporting goals include surfacing 3rd party engagement with OA content, the use of graphical report formats to improve accessibility, the ability to assemble custom data dashboards, and configurations that support the variant needs of diverse stakeholders. We’ll be sharing our understanding of who the stakeholders are, their differing needs for analytics, feedback on the reports shared, and lessons learned and areas for future research in this evolving area.

OA Book Metadata Standards to Support Usage Data Analytics 
This session will explore how current or new standards could address the challenges facing analytics that rely on the OA book usage data supply chain. Laura Ricci of Clarke & Esposito, co-author of the OA Book Supply Chain report produced with support from The Andrew W. Mellon Foundation for the global Exploring Open Access eBook Usage (OAeBU) data trust pilot project, will review the gaps and opportunities presented by the diversity of OA book stakeholders, open-access specific metadata elements and metadata standards. Lorraine Estelle, Director of Project COUNTER, and Brian O’Leary, Executive Director of the Book Industry Study Group, will then discuss how COUNTER and ONIX are positioned to address such issues in current or future releases. The session will conclude with all panelists reflecting upon where additional standards development may be needed.

NISO Plus 2021

91

Global

February 22-25, 2021

NISO Plus 2021 was our first virtual conference, held in February of 2021. A global undertaking, NISO Plus 2021 had over 800 participants from 26 countries come together to have a conversation about the state of the information ecosystem. Here you'll find both the presentations and discussions from that event.

Brian O'Leary

1

Executive Director - Book Industry Study Group

Brian O’Leary is executive director of the Book Industry Study Group, a U.S.-based trade association that disseminates information, creates and implements standards and conducts research to benefit the book publishing supply chain.

Before being named to this role in 2016, O'Leary was principal of Magellan Media Consulting, which helped publishers improve how they create, manage and distribute content. In that role, O’Leary wrote extensively about issues affecting the publishing industry. With Hugh McGuire, he co-edited Book: A Futurist's Manifesto (O'Reilly Media, 2012). O’Leary served as senior VP with Hammond Inc. and oversaw production and distribution operations at several Time Inc. magazines.

O’Leary joined Time Inc. after earning an M.B.A. from Harvard Business School. He also holds an A.B. in chemistry from Harvard College.

Laura Ricci

1

Consultant - Clarke & Esposito

Laura is a Consultant at Clarke & Esposito, a management consulting firm focused on strategic issues related to professional and academic publishing and information services. Prior to joining C&E, she worked at EBSCO Information Services as a Senior Product Manager for eBook channel and technology partnerships, and at Outsell, Inc., as the Senior Market Analyst for STM and Education & Training segments. She is a graduate of the University of Notre Dame and holds an MA in International Publishing from Oxford Brookes University. She currently serves on the board of the Society of Scholarly Publishing.

Lorraine Estelle

1

Project Director - COUNTER

Lorraine Estelle is the COUNTER Project Director. Launched in March 2002, COUNTER (Counting Online Usage of Networked Electronic Resources) is an international initiative serving librarians, publishers and intermediaries by setting standards that facilitate the recording and reporting of online usage statistics in a consistent, credible and compatible way.

Lorraine is experienced in the information industry with a background in libraries, consortia, shared services, vendors and publishers. She has managed and conducted a wide range of projects, with a particular interest new business models for electronic information resources and has directed the development of a number of national shared services including Jisc Collections and the Journals Usage Statistics Portal.

Sara Rouhi

1

Director, Strategic Partnerships - Public Library of Science (PLoS)

Open accessl new business models beyond APCs; metrics; open science; library/publisher partnerships; improv comedy ;)

Tim Lloyd

2

CEO - LibLynx

I specialize in Identity, Access, and Analytics for online resources. My business, LibLynx, provides cloud-based solutions to publishers, service providers and libraries to help them manage identity and access to online resources, and to better understand usage of those resources. I'm also a member of the governance and outreach committees for the Coalition for Seamless Access, and Project COUNTER’s Open Access/Unpaywalled sub-group, and previously spent over a decade in a variety of product development and operational roles in publishing.