Champions of open access books through reliable usage data

The value proposition peddled by academic publishers relies on usage as a metric to justify library investment in a research output commodity, whether it be an online journal, book or other research output unit. In subscription or paywalled platforms, providers “count” the times and ways (e.g. downloads, views) content is accessed through proprietary systems that authorize and authenticate users by their payment or their affiliation with an institution that has paid for access on their behalf. In an open access environment, proprietary systems are not in place to count when the “gates” are opened and closed and on whose behalf.

The OA Book Usage Data Trust was established in 2021 “to champion strategies for the improved publication and management of open-access books by exchanging reliable usage data in a trusted, equitable, and community-governed way.” Initially funded by a grant from the Andrew W. Mellon Foundation, the project team has done the groundwork on the data supply chain, use cases and technical requirements for a diverse, global, secure, community-governed for OA book usage data exchange. The next phase of the work is to develop, build and test international data spaces based on the Trust’s guiding principles:

  • data exchange focused
  • collaborative
  • community informed
  • sustainable
  • responsive
  • inclusive
  • ethical
  • transparent.

The OA Book Usage Data Trust offers the potential for expanding how scholars and scholarly communities measure the value of book publications. It’s work to date is available through Zenodo.

Tracking open access ebook use

The 2019 white paper, “Exploring Open Access Ebook Usage” produced by the Book Industry Study Group, described how difficult it is for individuals and institutions to access complete usage data – views and downloads – for open access ebooks.  The authors recommended the creation of a data trust, a community-developed shared resource that would feed all sources of usage data into a single platform.  The trust would maintain the platform, ensuring that industry stakeholders who collect usage data would keep their data up to date and that individual and institutional consumers of the data adhered to ethical norms for use of metrics and any use of the data licensing. Educopia responded to this recommendation, described in Developing a Pilot Data Trust for Open Access eBook Usage. The pilot data trust is now in its first stages of formation: “Through December 2021, this pilot project will develop and test infrastructure, policy and governance models to support a diverse, global data trust for usage data on open access (OA) monographs.”  You are invited to contribute comments to the discussion forums and working groups on a variety of aspects.  More information about the project is available within the grant narrative and Data Management Plan.

Standardizing open access ebook use?

OA Book usage data – How close is COUNTER to the other kind? compares COUNTER Code of Practice Release 5 with Google Analytics (GA) as usage metrics. In this study, the number of COUNTER 5 item requests counted were only 58% of GA downloads recorded for the same body of ebooks. GA data shows usage of the books in the sample being dominated by U.S. users, however, the COUNTER 5 data does not show the same pattern. The COUNTER 5 algorithm filters out downloads by users who download more than 40 items per day which filters out use that might be data mining ebooks rather than using them in a traditional way. COUNTER 5 also filters out users who download the same publication more than 10 times in a day. This behavior might be related to educational activities such as presentations directing users to these online resources on a given day. Given the differences in the algorithms, the discrepancies between GA counts and COUNTER 5 counts are not consistent across titles. Sometimes GA stats are higher and for other titles COUNTER 5 stats are higher. Which one is more appropriate depends on what you want to count as usage.