Day 1 STM Week 2018
Tools and Standards
An STM Week Event

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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:


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, 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



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.