Re: Repository effectiveness

From: Leslie Carr <lac_at_ecs.soton.ac.uk>
Date: Wed, 22 Sep 2010 08:12:59 +0100

I'm just about to start arguing on both sides of the fence :-)

Yes, I agree with these points. UCD is important, and we need to look at the
user context, the wider environment in which the user operates, the social norms
which contribute to and mitigate against OA, and the plain old usabilty of our
software. 

And yet, and yet, isn't that exactly what we've been doing for a decade?
Certainly a 3-volume independent usability report was one of key components of a
fundamental rewrite of our repository software in 2006. Every single one of
Tomasz' points have been addressed in repository design and development through
(literally) dozens of projects involving a range of end users since 2003.
DepositMO (which I mentioned in my last post) is just the latest, but perhaps
the most radical, look at how the boundaries of self-deposit can be extended
away from the repository itself and integrated onto other parts of a
researcher's normal environment (their word processor or their computer
desktop). 

OA describes itself as a "new public good", so there has been and still has to
be a huge amount of adjustment and embedding and attitude shifting and change of
practice within the academic community. UCD, by contrast, "tries to optimize the
product around how users can, want, or need to use the product, rather than
forcing the users to change their behavior to accommodate the product." (quote
from wikipedia).

There has to be a balance between OA innovation and UCD. But Tomasz (and other
commentators) are right - let's improve the balance with some more
user-centredness. 

Sent from my iPhone

On 21 Sep 2010, at 22:20, Tomasz Neugebauer <Tomasz.Neugebauer_at_CONCORDIA.CA>
wrote:

      I agree, the usability of repository interfaces is inadequately
      investigated.  More generally, the need for more user-centered
      design methodology in open access advocacy and software design has
      been apparent to me for some time.  User-centered design requires
      taking into consideration the context of use of technology, and that
      can be complex in the case of OA repositories: balancing legal/moral
      obligations (to publishers, institutions, co-authors, funders and
      the public), digital document version control
      (pre-print/post-print/publisher version), multimedia attachments,
      metadata accuracy, web indexing, etc.  A computer scientist may have
      a different context of use from someone working in the humanities -
      yet the interface has to serve all.  In addition to the depositors,
      the result has to be usable for information seekers (and the tools
      that they use for research) as well.  

      A user-centered design approach poses questions such as: How
      efficient and effective are IR interfaces in helping researchers
      navigate the self-archiving process?   How did a change to an IR
      interface improve efficiency, effectiveness and/or satisfaction of
      the depositor (and/or information seeker)?  

      I share the opinion that usability of repository interfaces as a
      broad topic has been inadequately investigated and would like to
      support user-centered design initiatives.


      Tomasz Neugebauer
      Digital Projects & Systems Development Librarian
      tomasz.neugebauer_at_concordia.ca
      Concordia University Libraries
      1400 de Maisonneuve West (LB 341-3)
      Tel.: (514) 848-2424 ex. 7738



      -----Original Message-----
      From: American Scientist Open Access Forum
      [mailto:AMERICAN-SCIENTIST-OPEN-ACCESS-FORUM_at_LISTSERVER.SIGMAXI.ORG]
      On Behalf Of C Oppenheim
      Sent: Monday, September 20, 2010 10:10 AM
      To: AMERICAN-SCIENTIST-OPEN-ACCESS-FORUM_at_LISTSERVER.SIGMAXI.ORG
      Subject: Re: Repository effectiveness

      Steve makes an excellent suggestion for further JISC work.  I would
      be happy to support such an initiative, which should involve experts
      in usability  studies.

      Charles
      ________________________________________
      From: American Scientist Open Access Forum
      [AMERICAN-SCIENTIST-OPEN-ACCESS-FORUM_at_LISTSERVER.SIGMAXI.ORG] On
      Behalf Of Steve Hitchcock [sh94r_at_ECS.SOTON.AC.UK]
      Sent: 20 September 2010 14:10
      To: AMERICAN-SCIENTIST-OPEN-ACCESS-FORUM_at_LISTSERVER.SIGMAXI.ORG
      Subject: Re: Repository effectiveness

      The points made by Sally and Charles suggest that the 'why should I
      bother (to self-archive)?' question is likely to be the primary
      thought among authors new to open access repositories. This isn't
      surprising and the effect is easily underestimated in our own
      enthusiasm. This is the problem addressed by mandates and other
      initiatives, but clearly there is further to go and this needs
      continued momentum.

      It is often convenient or tempting to assume that when a tool or
      service is not used as widely as expected that this may be something
      to do with system, software, interface, etc., but this tends to
      overlook the more fundamental problem of this question above. In
      fact, it is hard to measure the effectiveness of such aspects unless
      people are using them properly as intended.

      Nevertheless, my suspicion is that the usability of repository
      interfaces as a broad topic has been inadequately investigated and
      therefore, as also indicated in this thread, there may be
      weaknesses. A quick scan of Google Scholar reveals some work, but
      not an extensive list and not all recent. It's not clear if such
      weaknesses might affect all repositories, some repositories
      depending on software used, or - since repository interfaces are
      customisable - individual or local repositories. There may be scope
      for the current JISC projects on repository deposit, such as
      DepositMO, to look at this.

      Steve Hitchcock
      IAM Group, Building 32
      School of Electronics and Computer Science
      University of Southampton, SO17 1BJ, UK
      Email: sh94r_at_ecs.soton.ac.uk
      Twitter: http://twitter.com/stevehit
      Connotea: http://www.connotea.org/user/stevehit
      Tel: +44 (0)23 8059 7698    Fax: +44 (0)23 8059 2865


      On 20 Sep 2010, at 12:56, Sally Morris wrote:

            I'm not sure Charles is right - certainly, in the study
            I carried out for

            the Bioscience Federation in 2007/8, of 648 who said
            they did not

            self-archive, only 42 said they didn't know how, or had
            no access to a

            repository or support for self-archiving, while a
            further 23 said they

            didn't have time.  'Too difficult' was not mentioned at
            all


            Sally



            Sally Morris

            South House, The Street, Clapham, Worthing, West Sussex,
            UK  BN13 3UU

            Tel:  +44 (0)1903 871286

            Email:  sally_at_morris-assocs.demon.co.uk

            -----Original Message-----

            From: American Scientist Open Access Forum

            [mailto:AMERICAN-SCIENTIST-OPEN-ACCESS-FORUM_at_LISTSERVER.SIGMAXI.ORG]
            On

            Behalf Of C Oppenheim

            Sent: 20 September 2010 11:41

            To:
            AMERICAN-SCIENTIST-OPEN-ACCESS-FORUM_at_LISTSERVER.SIGMAXI.ORG

            Subject: Re: Repository effectiveness


            I am inclined to think it is a combination of the two;
             on the one hand,

            it's not a high priority in the eyes of many
            researchers;  and on the other,

            they perceive (wrongly) that it is a chore to
            self-archive.  Indeed, the

            idea that it is a chore may be a convenient
            justification for failing to

            take the matter seriously.  Having, say, a librarian to
            take on the job of

            doing the self-archiving  helps, but doesn't totally
            overcome some

            academics' resistance.


            I also agree that for a mandate to be effective, there
            must be negative

            consequences if the academic does not co-operate.


            Charles

            ________________________________________

            From: American Scientist Open Access Forum

            [AMERICAN-SCIENTIST-OPEN-ACCESS-FORUM_at_LISTSERVER.SIGMAXI.ORG]
            On Behalf Of

            Sally Morris [sally_at_MORRIS-ASSOCS.DEMON.CO.UK]

            Sent: 20 September 2010 11:36

            To:
            AMERICAN-SCIENTIST-OPEN-ACCESS-FORUM_at_LISTSERVER.SIGMAXI.ORG

            Subject: Re: Repository effectiveness


            I am not convinced that the primary obstacle is the
            difficulty of deposit.

            The impression obtained from the studies I did was that
            the majority of

            scholars did not know (or had a very vague and often
            inaccurate idea) about

            self-archiving, and most had no particular interest in
            depositing their own

            work


            A question of mote and beam, perhaps?!


            Sally



            Sally Morris

            South House, The Street, Clapham, Worthing, West Sussex,
            UK  BN13 3UU

            Tel:  +44 (0)1903 871286

            Email:  sally_at_morris-assocs.demon.co.uk

            -----Original Message-----

            From: American Scientist Open Access Forum

            [mailto:AMERICAN-SCIENTIST-OPEN-ACCESS-FORUM_at_LISTSERVER.SIGMAXI.ORG]
            On

            Behalf Of Leslie Carr

            Sent: 20 September 2010 10:21

            To:
            AMERICAN-SCIENTIST-OPEN-ACCESS-FORUM_at_LISTSERVER.SIGMAXI.ORG

            Subject: Re: Repository effectiveness


            On 19 Sep 2010, at 16:09, bjork_at_HANKEN.FI wrote:


                  Firstly I have recently uploaded my central
                  30 articles to our (D-Hanken)

            repository,

                  In what I would consider best practice
                  fashion. You can check the results

            at

                  http://www.hanken.fi/staff/bjork/. This took
                  me about one week's workload

            in all including finding the proper files, reformatting
            the personal

            versions, checking the copyright issues etc. The actual
            task of uploading,

            once I had everything ready, took perhaps the six
            minutes suggested, but all

            in my experience around an hour would be more
            appropriate.


            Thanks for providing some actual experience and feedback
            to the list. I have

            had a look at your user record in your institutional
            DSpace repository, (how

            is that related to your home page?, is the material
            automatically generated

            by the repository for inclusion in the home page?) and
            the 24 items that are

            available for public view (perhaps some are stuck in the
            editorial process?)

            appeared at the following times

            3 items on 2010-Apr-28

            5 items on  2010-Jun-01

            8 items on  2010-Jun-17

            5 items on  2010-Aug-12

            3 items on  2010-Aug-16

            DSpace does not reveal whether you submitted them in a
            single batch and the

            library processes batched them up, or whether you
            deposited them in batches

            and they were made available immediately.


            I think that the pattern of deposit is important in
            determining the overall

            impact of the workload on the author - and more
            importantly, on the

            psychological impact of the workload. It must be the
            case that depositing

            thirty articles seems like a substantial administrative
            task, especially

            when there are so many other activities demanded of an
            academic's daily

            time. Even five or six items a day is a substantial
            diary blocker! This is

            the backlog phenomenon - any new repository (or new
            user) has to face the

            fact that getting started is the hardest part of using a
            repository.

            Depositing a reasonable representation of your recent
            (or historical) output

            is A Huge Chore. However, once you have achieved that,
            then the incremental

            workload for depositing an individual paper when you
            have just written it

            seems trivial. Especially compared to the job of sorting
            out the references

            :-)


            This was certainly the case for our (school) repository
            in 2002, when we

            decided to mandate the use of EPrints for returning our
            annual list of

            research outputs to the University's admin office.
            (Stevan may remember

            this!) People whined, people complained, people dragged
            their heels, but

            ultimately they did it. But the following year, there
            were no complaints,

            just a few reminders sent out.  And an incredibly
            onerous admin task (a

            month's work of 6 staff to produce the departmental
            research list) was

            reduced to a 10 minute job for one person (using Word to
            reformat the list

            that EPrints provided). And since then, we haven't
            looked back.


            There is a report available which details the study we
            did at that time to

            determine the effort involved in self-deposit:

            http://eprints.ecs.soton.ac.uk/10688/

            It includes all the data that we collected, and some
            visualisations of the

            Web activity that was involved in depositing several
            hundred records. That

            is where the 6 minute figure comes from, if you are
            interested.


                  We are helping out some other key
                  researchers at my school to upload and

            there are many non-trivial task. For instance
            researchers in Finance whose

            "personal versions" consist of text files and several
            tables which are

            provided to the publishers as sheets in excel files.
            There may be several

            hours of work to format a decent personal version of
            such a papers. Since

            some of best authors are very busy (dean and vice dean
            of the school) this

            has to be done by admin staff.


            You can make a "Sunday best" version of the papers and
            the spreadsheet

            tables, or you could just deposit the texct and the
            tables separately - if

            that is acceptable to the authors. (This is a common
            phenomenon in Open

            Educational Resources - people's teaching materials are
            never finalised, and

            there are always just one or two more adjustments to
            make to prepare them

            for public view. And so a desire for the best sometimes
            means that material

            is never shared.)


                  Secondly the situation reseachers face in
                  making the decision to upload a

            green copy resembles the situation faced by any
            individual deciding whether

            or not to take into use a new IT system. There is a
            large body of literature

            on this in Information Systems (my field) research and
            the UTAUT model :...I

            would suggest that using a model like these to model how
            rational scholars

            behave could be could quite fruitful, rather than
            staring from scratch.


            It would be interesting to analyse some of the Open
            Access experience from

            the last decade in terms of these models, but we are not
            starting from

            scratch in this area. The MIS models are very general,
            and the OA experience

            is very specific. Harnad, for example, maintains a list
            of 38

            rationalisations that people make against the use of
            repositories:

            http://www.eprints.org/openaccess/self-faq/ . Still,
            adopting an accepted

            theoretical framework to talk about this issues can't be
            a bad thing!


                  Uploading green copies to a repository may
                  not be so different from

            starting a profile and uploading stuff to Face Book or
            other similar

            voluntary IT  acts we have to decide on.

            Except that voluntary participation in Facebook is a
            million miles away from

            formal scholarly communication, in ways that we can all
            articulate at the

            drop of a hat. "Publish or perish" for one!

            ---

            Les Carr=
Received on Wed Sep 22 2010 - 12:11:16 BST

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