Display Open Access Indicator based on Setting at the Portfolio Level
Currently, the Open Access (OA) indicator displays in Community Zone records when the record contains a 506 field with the following formatting:
506 0_ $f Unrestricted online access $2 star
Records in the Directory of Open Access Journals (DOAJ) collection are automatically enriched with this data, but not records in any other collection. The rationale is that the OA indicator may appear on records that are not available as OA in all collections, leading to a confusing display. However, this can lead to cases where institutions do have OA access, but cannot display the OA indicator.
To avoid both of these situations, this idea proposes that Ex Libris establish a way to allow for the display of the OA indicator based on a new setting at the portfolio level. This setting should be able to be set both individually and at the service level, to assist with collections that are entirely OA. In practice, collections that are fully OA would, by default, have the OA setting turned on, but customers should be able to manually override erroneous values.
Preferably, this setting for displaying the OA icon would replace the current practice based on the bibliographic 506 field.
Note that this proposal only focuses on records with associated portfolios. It does not address the display of the OA icon in CDI records.
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Matthew Goddard
commented
Wholeheartedly support this idea in principle. However, I would urge Ex Libris to implement this as an additional value in the access type field (current, perpetual, etc.), rather than a new field. It seems to me to fit well with the concept of "access type", and OA content does not fit perfectly into either of the current/perpetual buckets.
There are already too many disparate ways of flagging free/OA content, and another field is likely to make things even more confusing and difficult to manage.
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Lisa Hatt
commented
Elizabeth's case of an OA resource possibly being paywalled in some circumstances but not in others is exactly what I was thinking.
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Rebecca Culbertson commented
SCP agrees that being able to display the OA indicator at the portfolio is a good idea. We will check with the campuses at out SCP-Advisory Committee meeting to see if they agree
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Elizabeth York
commented
I support this idea, as it would help address the confusing cases where a resource is available OA on one platform, but it is behind a paywall on another platform. The portfolio-level indication would accurately show whether that specific portfolio is available openly or not.
This idea would also help address cases where some (but not all) of a journal coverage range is OA. The bibliographic record OA indicator is not granular enough, as it does not show which parts of the journal are OA. A portfolio-level indicator could show whether that specific portfolio and its coverage ranges are OA or not.