2018 STM Week:
Processes, Products and People in Publishing

STM Week returns for 2018 with a new three-day format designed to allow attendees to experience a cohesive cutting-edge programme delivered over three days.

  • 4th December: Tools and Standards – Efficient, agile, secure and reliable working practices require world-class tooling and standards. As publishers, we live in an ever-evolving landscape of functional and non-functional requirements. Let’s get ahead of the curve by understanding how we work and defining new processes and mechanisms.
  • 5th December: Innovations - What’s new and exciting in scholarly publishing? What new ideas will define publishing in the coming years? Looking beyond the technology itself, how will it be applied to benefit our industry and stakeholders? This year’s Innovations seminar is dedicated to Innovations in Open Science.
  • 6th December: Diversity and Inclusion - The future is nothing without people to live in it. As our culture slowly evolves to become more inclusive and socially just, how do we exemplify the social change that we need to see? How do we attract the best talent irrespective of their background and identity and make sure that we treat them with fairness and respect?

Tools and Standards

Seminar Co Directors: Janine Burr-Willans, Emerald Publishing 
                                   Nancy Roberts, Business Inclusivity

Tools and standards have always been at the heart of academic publishing, particularly in STM fields, but as the landscape changes and diversifies with the introduction of open workflows, machine learning and other developments, are these standards increasingly under threat? Can we maintain coherent standards in a disaggregated world, and how can tools adapt to these changes and deliver increased flexibility and agility? Some standardization is always vital for consistency and efficiency, but how much is too much, and what are the impacts of increasingly diverse publication methods on our working practices?

This seminar will look at how tools and standards are adapting to and shaping the new publishing landscape, the challenges that this presents (for both publishers and researchers), and the opportunities we should be seeking. We will seek to explore solutions and deliver insights and practical advice for publishers both large and small. We will also address the increasingly complex relationships and partnerships between publishers and content providers, and to examine how publishers work with solution providers - are these relationships transforming from transactional to something more strategic? What are the implications of these changes and how do we, as an industry, develop the skills and strategies to manage these complex networks? How can thinking from other industries help us to evolve and change our own paradigm?

Registration is already open, register for the full three days and register now for a discounted rate.

Collaboration, standardisation and consolidation


8:00 AM

Light Continental Breakfast & Networking

9:00 AM

Opening Keynote: Bill Kasdorf, Kasdorf & Associates

Getting it together: Advancing technology through collaboration


A running theme in Bill Kasdorf's technology update this year is the extent to which so many important advances in the publishing ecosystem are the result of collaborations between organizations, publishers, libraries, technologists, researchers, and funders--even competitors. We're also benefiting from developments in sectors we rarely intersect with, like news and media. While this is not new--Crossref being the most obvious example--it's striking how much of this is going on, and producing results. Blockchain for peer review? No longer just a cool idea, thanks to collaboration. Rights metadata in Google Images? Good layout and typography on the Web? EPUBs opening in a browser or a journal site natively?  Really? Yes, really! All this and more is happening in this very fertile time for the evolution of publishing technology.

10:00 AM

Morning Plenary 1: Robert Gaggin, CCC


January 2020: A Call for Unity?


The dynamic Open Access environment presents many challenges to longstanding practices in scholarly research publishing, particularly from funders, whether public or private. In the EU, government agencies are pushing the so-called Plan S principles, even while in the UK, Wellcome Trust considers further revisions to its funding and publishing guidelines. 


What lies ahead for OA and how should publishers respond? What kinds of partnerships for publishers with other industry stakeholders are likely to yield a "win-win-win" scenario for researchers, funders, institutions and the public? This expert panel will explore the state of publisher commitment and investment in OA infrastructure and workflow, as well as consider how adoption of partnerships, tools, and standards could address any impasses, perceived or real.

10:30 AM


11:00 AM

Morning Plenary 2: Tony Alves, Aries


Manuscript Exchange Common Approach (MECA) – Bringing Convenience for Authors, Efficiency for Publishers


A group of manuscript-management suppliers has taken up this challenge and has developed a common approach that can be adopted across the industry. This initiative will produce a set of guidelines and best practices that publishers, manuscript systems and other players in the scholarly publishing ecosystem, such as preprint servers, authoring tools and production services, can all utilize so that communication between varied and diverse organizations can be more easily achieved. One thing that is particularly unique about this approach is the inclusion of peer review data in the transfer package. The article metadata file is in JATS XML format, since that is a well understood industry standard. However, JATS does not currently handle peer review data, and so the MECA team has outlined a new XML format that uses the principles of JATS, but extends it for peer review. While the article XML file contains information about the most recent revision of the article being transferred, the review XML contains multiple reviews from all revisions of the submission.


This initiative will continue to evolve these guidelines to address new technologies and changes in data types and file formats that will likely emerge in the scholarly publishing infrastructure over the next few years. This initiative is currently working with the National Information Standards Organization (NISO), to be sure the guidelines and recommended practices will be well thought out and universally accepted.


The current participants include: Aries Systems Corporation, Clarivate Analytics, eJournal Press, and Highwire Press. This session is intended to report on the group’s work to the larger community, and to gather comments, questions, and suggestions. More about MECA can be found here: https://www.manuscriptexchange.org


Morning Plenary 3: Jim Swainston and Chris Leonard, Emerald

Metadata Map for Research


The goal of improving the quality, reusability, and interoperability of metadata for research has long been a goal of all working in academic publishing. The Metadata 2020 initiative, through various project leads, has quickly determined that a ‘metadata map’ was required to navigate the research landscape and anchor many of the conversations around this subject. A visual overview, charting the flow of research information between its various creators, curators, and custodians is the result. We share the methodology and processes behind generating the map, and give an early glimpse at how all of these data strands interact.


Morning Plenary 4: Rachel Lammey, CrossRef


I grant you this: how I learned to stop worrying and embrace funder workflows

A case study on the Open Access process system we recently designed and built for the RSC to improve the efficiency of their Open Access  publication processes by removing the reliance on manual processes and disconnected systems. The new system also reduces the burden on authors during the Open Access publication process by providing a more user friendly and efficient experience. I think this would be something that would be of interest to many other publishers as streamlining the Open Access process is a common challenge. The system has been live for several months, so we would be able to share information on the positive impact it has had. 




1:30 – 2:30

Ignite Session 1

The Economics of Artificial Intelligence and Machine Learning for Automated Indexing by Jay Ven Eman

Machine learning and artificial intelligence approaches to automatic indexing and other aspects of content enrichment have tremendous potential, but there are significant barriers to successful implementations.  The economics of these systems are not now generally affordable, which will indefinitely delay widespread adoption.  Significant costs are involved in just the training and maintaining systems that chronically under perform and are fail to scale.  Cost and performance data will be characterized and presented.  Machine learning and artificial intelligence projects are not for the faint of heart, nor for those with small budgets.  Key cost elements are identified along with approaches to estimating costs based on actual and reported cases.


Enriched Content Strategies Support Open Science Engagement Through Storytelling by Donald Samulack

With new content formats comes new possibilities. Journal article and page design are being adjusted to accommodate the inclusion of enriched content. Beyond the traditional journal article, enriched content such as video summaries, infographics (static and dynamic), embedded graphics and video, and other forms of communication such as plain-language summaries, podcasts, research news stories, and press releases are all current-day strategies to communicate research through storytelling. Such strategies bring focus to the main messages of the article, make specific content stand out above the rest of the narrative, and further enhance the discoverability of the research article.

The coordination with the author toward the development of enriched content along with the development of the manuscript is changing the face of science communication, not only at the article level, but at the author level as well. In the current Open Science movement, researchers are increasingly being called upon to self- advocate and to be more involved in the communication of their research beyond their traditional academic peer audiences. Researchers are being encouraged to talk about their research with peers (both inside and

outside of their disciplines), as well as with the public at large, and with local, municipal, state, and federal policy-makers (the 3 Ps; peers, public, and policy-makers). This does not mean that all researchers are comfortable with expanding their communication habits beyond academic conversations at conference venues and in the form of journal publications or opinion pieces. Having the enriched content tools at hand greatly facilitates the ability of the researcher to be empowered to have these conversations.

This presentation will show how the two movements of enriched content integration at the journal level, and the evolution of open science communication engagement at the researcher level, are intertwined and self- reinforcing.

The IP address is dead! Long live the IP address! By Andrew Pitts, CEO, PSI Ltd

While there are moves afoot to change the ways that academic content is accessed, the fact is that IP recognition is currently the easiest, most secure and most seamless method of providing access to customers. Even if a “better” method can be created it could take years to develop and implement, followed by many further years to filter out into the various institutions around the world.

We believe that publishers owe it to themselves and their customers to ensure that the IP addresses they use are accurate and up-to-date. Why is this necessary? To ensure the right access is provided to customers, to ensure accurate usage statistics and to eliminate fraudulent usage.

While it appears that a number of IP Registries exist, and continue to appear, theIPregistry.org is the only registry that checks and verifies IP addresses to eliminate the errors that commonly occur. We currently find that approximately 20% of the IP addresses submitted to us contain errors, so we know that a one-time audit of the data does not suffice to ensure that the right content is provide to the right customers.


A case study on an Open Access process system by Jennifer Schivas, 67 Bricks

A case study on the Open Access process system we recently designed and built for the RSC to improve the efficiency of their Open Access  publication processes by removing the reliance on manual processes and disconnected systems. The new system also reduces the burden on authors during the Open Access publication process by providing a more user friendly and efficient experience. I think this would be something that would be of interest to many other publishers as streamlining the Open Access process is a common challenge. The system has been live for several months, so we would be able to share information on the positive impact it has had.


2:30 – 3:30

Ignite Session 2

The Linguistic Challenges of Scholarly Publishing in a Multi-Lingual World by Robert Kasher, Enago

Abstract to follow


Open access tools by Dan Pollock, Delta Think

Abstract to follow


Increasing engagement with online content by Jane Charlton, Open Athens

‘How to increase engagement with your online content’ – top tips on how to improve the user experience on publisher platforms.


3:30 – 4:00


4:00 – 5:00

Closing Panel Session: Michelle Norell. Sheridan


Thriving, Not Just Surviving During Increasing Consolidations: Tackling the challenges of independent publishing

Some questions to address:

· What are the tools and services that independent society, association, or university press publishers need in order to be successful?

· Why’re vendors not providing a technology tools and solutions that directly help to deliver a new and significant revenue stream?

· Challenges and needs of remaining independent

· Post-mortem after transitioning from independent to commercially published


· Independent publisher that went over to the “dark side” to a commercial contract (American College of Chest Physicians)

o Main focus: why, outcome, surprises (good and bad)

· Independent publishers (ASCO, IOP )

o Main focus: challenges, needs, gaps in market

· Vendor (Sheridan)

o Main focus: vendor perspective RE: revenue generating tools; if a vendor offers alternative to commercial publishing, what would that look like?


5:00 – 5:30

Close of Conference by Janine Burr-Willans and Nancy Roberts



If you can’t make it to all three days and would like to register for just one or two of the days, click below:

Open Science and the protection of excellence

Chaired by IJsbrand Jan Aalbersberg, chair of STM Future Lab and STEC


8:00 AM

Light Continental Breakfast & Networking

9:30 AM

Opening Keynote: Professor Dr Paul Wouters, Leiden University

New Research Indicators and their meaning for Open Science

Paul Wouters, professor of scientometrics and director of the Centre for Science and Technology Studies at Leiden University, is currently the chair of the EU Expert Group on Research Indicators. This Expert Group is exploring indicators that can measure and report researcher's engagement with Open Science and its impacts. The group will synthesize existing research on open science and scholarship and translate this into policy recommendations. The group will deliver its report on these problems at the end of 2018, and will base its recommendations on the consultation of relevant stakeholders. The keynote by Paul Wouters will shed light on what we can expect in the final conclusions on new metrics soon to be delivered to the EU.

Moderator: IJsbrand Jan Aalbersberg (Elsevier), chair STM’s Future Lab and STEC

10:30 AM

Break & Networking

11:00 AM

Morning Plenary and Discussion Panel, moderated by Roger Schonfeld (Ithaka S+R):

The Future of Access 1: a Supercontinent for Content ?


Gaby Appleton, MD of Mendeley/ Elsevier

Rob Mc Grath, CEO ReadCube/ Access Anywhere

Jan Reichelt, CEO Kopernio/ Clarivate

The process for discovering and accessing scholarly content has broken. Today, there are fundamentally two different approaches being taken to address this issue legally. The first is RA21, which seeks to make the processes easier for authenticating to content on publisher sites, which is being sponsored by STM and covered in another session today. The second is to leapfrog past a model containing sites for individual publishers and creating instead one or several “supercontinents” that have all scientific content discoverable and accessible from a single site.

These “supercontinent” services that are beginning to develop look very much like Spotify for the music business. The three major workflow providers are all looking at how to serve this model. Digital Science’s Dimensions is probably furthest along in offering a full offering. Clarivate’s acquisition of Kopernio suggests it is moving in this direction as well. And, through Scopus and Mendeley, Elsevier may  be looking to offer a somewhat similar service, although with a different model for its development. How will  these services develop? And how will they monetized?

12:15 AM

Peek preview into solutions ready for launch, chaired by Chris Shillum (Elsevier), Ralph Youngen (ACS):

The Future of Access 2: Project-RA21 ready to deliver

RA21, Resource Access in the 21st Century, is a joint project by NISO and STM to develop easier access protocols to scholarly resources. The project started in 2016/2017, and has over 60 organisations worldwide actively participating. The project is now ready to publish its solutions. Today’s session will offer you a peek preview of the solutions and recommendations project-RA21 will deliver.

12:45 AM


1:45 PM

Industry Update, moderator TBA, dedicated to Karen Hunter (1945-2018)

STM Industry Report: Innovations in the Publishing Universe

Michael Mabe, CEO of the Intnl Assoc of STM Publishers

Rob Johnson, Director, Research Consulting

Johnson and Mabe, lead-authors of the new STM Industry Report, announced at STM’s 50th anniversary celebration in Frankfurt, will provide an overview of the current state of the STM Publishing universe, including the importance and impact of the latest developments in technology and innovation.

Moderator: Gerry Grenier, IEEE

2:15 PM

Afternoon panel, moderated by Jasper Simons (APA):

Digital Humanities: Setting the Stage to go Digital in the Humanities/Social Sciences

•           What Are the Unique Challenges? By Liam O’Dwyer, Special Collections and Digital Humanities Librarian, Dublin City University

•           Solutions through Open Technology: Two Exciting Examples from North America and Europe – a Researcher’s Voice (TBA)

The emergence of Digital Science creates unique challenges and opportunities and offers very fertile ground to new Open Science approaches. This session will offer insight into the developing trends in the digital humanities space, A general overview of what is happening at this new and exciting forefront will be followed by two examples of particularly exciting projects and innovations seizing on these challenges and opportunities in Europe and North America.

3:15 PM

Break and Networking

3:45 PM

Rubber-meets-the-Road session, moderated by Reynold Guida (IEEE)

AI and Open Science, new tools and services

Panel of speakers from PageMajik, CCC and more, names TBA soon

AI and machine learning have the potential to radically speed up operations and increase the efficiency of the STM publishing sector. Existing AI-based technologies have already been developed or acquired by publishers to assist with the identification of peer reviewers, identify and combat plagiarism, recognise fabricated data, bolster the decision-making process behind the acceptance and rejection of papers. Likewise, AI has the potential to offer brand new services to researchers and the research community to power Open Science and open knowledge creation. Come and listen what is available now and what vendors have on offer and are developing for smarter information applications.

5:00 PM

Closing keynote: Ammy Vogtlander, founding CEO of BlueInsights

Complexity Rules; the limits of predictability in AI and Big Data

The use of AI and Big Data is often depicted as the availability of one big prediction machine; if you put in enough data, anything will be clear. But complex systems set limits to predictability. The function with disruptions. So the question is now; to what extent are disruptions predictable. Is there a deeper pattern for disruptions. Ammy Vogtlander, founding CEO of BlueInsights is exploring this for you in an inspiring rollercoaster ride along disruptions in many sectors, including scholarly communication.

Moderator: Liz Marchant (Taylor & Francis)

5:30 PM

Close of Conference by IJsbrand Jan Aalbersberg, chair of STM’s Future Lab and STEC



Diversity and Inclusion in Publishing

Seminar Director Phill Jones, Emerald.

8:00 AM

Light Continental Breakfast & Networking

9:30 AM

Opening Keynote: Challenge Consultancy

Preliminary Title: Building a culture of dignity in your workplace

Building a strategy around dignity in the workplace. The session will include a discussion of the results of a pre-circulated survey on unconscious bias.

10:30 AM

Why do you need a Women in Publishing group anyway?

Speaker: Fiona Counsel, Taylor and Francis

In 2018 Gender Pay Gap data was released by every UK business employing more than 250 staff. The results were not happy reading for the academic publishing industry with the Median Gender Pay Gap as high as 40% in some companies. The industry has also experienced a grassroots interest in diversity and inclusivity including, but not limited to, gender, implying the need for publishers to engage more with these issues.  In this context, this session will cover the experience of running Women in Publishing at Taylor & Francis (T&F), a network launched and led by a committee of employees.

10:50 AM

Break & Networking

11:20 AM

Case studies in inclusion:

Sarah Boyd, Emerald Publishing

The STRIDE committee at Emerald Publishing

Laura Cox, Ringgold

Challenges and opportunities in hiring and HR policy in small organisations.

11:50 AM

Dignity, Diversity and inclusion in the modern workplace. A question and answer session

Moderator: Phill Jones, Emerald Publishing


(TBD) Challenge Consultancy

Fiona Counsel, Taylor and Francis

Sarah Boyd, Emerald Publishing

Laura Cox, Ringgold

12:30 AM

Industry update:

Speaker: Alice Ellingham, Editorial Office

The Diversity and Inclusion manifesto for scholarly publishing. The progress so far!

At the Researcher to reader conference in February, a workshop on diversity and inclusion generated some much overdue discussion that led to a commitment to author a manifesto on diversity and inclusion in scholarly publishing. Almost a year on, we’ll learn about the progress that has been made

12:45 AM


2:00 PM

Afternoon panel: and another thought!

The class divide in scholarly publishing

Moderator: Nancy Roberts

Panelists: TBD

Much of the discussions about diversity in publishing have focused on race and gender inequality, but are we failing to face up to another issue, that of class? Publishing remains resolutely elitist, leading to many of us hiding our backgrounds in order to assimilate. If we are to create an industry where people can bring their whole selves to work, we need to address this exclusion. The panel will share their experiences and encourage others to share theirs, so we can start this conversation.

3:00 PM

Afternoon talk 1:

How Science benefits from diversity and the role that publishers play

Speaker: Thea Sherer, Springer Nature

Springer nature recently appointed their first director of diversity and inclusion. Springer Nature believes that science benefits from diversity and that publishers have a part to play in making that happen.

3:30 PM

Afternoon talk 2:

Diversity of Editorial Boards, a call for industry collaboration

Speaker: Madeline Markey, Taylor and Francis

While 2018 has been largely about diversity and inclusion within the STM publishing industry, we also have a key role to play in diversity and inclusion in the research communities that we serve. It is widely acknowledged that diversity, particularly that of gender, is an issue within the Engineering sector, both within industry and the academy. The Engineering and Computer Science teams have engaged in small scale experimentation to increase the diversity of applicants for the Editor-in-Chief role, within Taylor & Francis journals. This talk will share the experiences of the teams in these endeavours, considering what needs to change, ways in which changes can be effected, and possible timeframes for change.

4:00 PM

Break and Networking

4:30 PM

Closing Panel:

Promoting Experience in Peer Review: Use of Preprints, Blogs, and Training for Early Career Researchers

Moderator: Heather Staines


Claire Moulton, Company of Biologists

Sam Hindle, bioRxiv, PREreview

Emma Schumeyko, American Society for Clinical Pharmacology and Therapeutics


Researchers provide a valuable service to their peers when they serve as peer reviewers for scholarly publications, yet they may find themselves ill prepared for the experience. Scholarly publishers, associations, and initiatives are trying to remedy this. The Company of Biologists launched preLights in early 2018 to provide an outlet for early career researchers to hone their critical assessment of papers by selecting important preprints, writing useful digests and crucially explaining why they found the research important. PREreview launched mid-2017 to provide resources to encourage early-career researchers (ECRs) to review preprints during journal clubs, and share their feedback with the community. It was developed by ECRs for ECRs to help increase diversity and inclusivity in the peer review process by providing training and acknowledgment for ECRs. Other initiatives, such as the American Society for Clinical Pharmacology and Therapeutics, offer training programs and certifications in peer review. Learn about possibilities for early career researchers and find out how you might get involved in this important new movement.

5:30 PM

Close of Conference by Phill Jones, Seminar Director





Events Terms and Conditions

Cancellations made in writing up to 30 days before an event are eligible for a 50% refund. No refunds can be made for cancellations received on or after 30 days prior to the event date, however, substitutions may be made free of charge at any time.

Registration fees do not include insurance. Participants are advised to take out adequate personal insurance to cover travel, accommodation, cancellation and personal effects.