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Egg on Its Interface

August 26, 2010

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When the popular scholarly database JSTOR unveiled its new interface earlier this month, some librarians were horrified by what they saw. Now, after an Internet outcry, the nonprofit scholarly journal database says it plans to change two features that critics said were bound to confuse, frustrate, and squeeze money out of researchers.

“We agree, basically, with the critics that we don’t have all the infrastructure in place for this to be right for everyone,” said Kevin Guthrie, founding president of JSTOR and its sister organization, Ithaka. “We feel it’s not tuned right.”

Still, Guthrie said one key concession — suppressing from search results articles that require additional payment to view in full — might only be temporary. That caveat could portend future conflicts with librarians as JSTOR keeps growing its database to include more and more content it does not own.

Two elements of the site’s new interface elicited the ire of two academic bloggers and a number of commenters on Tuesday. The first was a search parameter asking users if they want their search to call up articles from JSTOR’s entire collection, or only those covered by their library’s subscription. The interface chooses the comprehensive option by default, meaning some articles that come up in the search results cannot be read in full unless the researcher pays an additional fee. Further, the interface does not let users change the default to hide those pay-walled articles.

“That probably doesn’t matter to a large university that subscribes to every JSTOR collection known to man,” wrote Meredith Farkas, an instructional technologist at Norwich University, in a blog post, “but for libraries of small to medium size that only subscribe to maybe four or fewer collections, your students will suddenly be seeing a lot of results in JSTOR that they can’t access.”

That is not all. The librarians’ other concern was that JSTOR did not let libraries embed special links, called OpenURLs, pointing patrons to full texts of the pay-walled articles available elsewhere in the libraries’ catalogs.

“For example, if I found an article from The Reading Teacher in JSTOR, I will see the option to purchase it, but be offered no other way to access the full text,” wrote Amy Fry, an electronic resources coordinator at Bowling Green State University, in a post on ACRLog, the official blog of the Association of College and Research Libraries. “…I would [never] know that my library has access to this article in half a dozen other databases.”

Farkas noted a similar experience in her perambulations through the new interface. “Either a lot of smart people don’t understand the purpose of OpenURL,” she wrote, “or they really don’t want to make it easy for students to figure out that their library has access to these resources through another database.”

The redesign of the JSTOR interface is the latest in a series of steps related to the database’s “current issues” project — an effort to make articles from the latest editions of academic journals available via JSTOR. When JSTOR announced the project last summer and quickly signed deals with several major university presses, many librarians heralded it as a positive development. Libraries would no longer have to buy access to the new journal articles from individual publishers; they could just go through JSTOR.

But the way JSTOR mandated that the pay-walled “current issues” articles be included in search results by default, and tried to encourage users to purchase those articles from its partners instead of allowing their libraries to guide them to free versions elsewhere in the catalog, makes Farkas suspect something sinister may be afoot.

“Something is clearly going on behind the scenes that we’re missing the boat on,” Farkas wrote. “And the first thing that pops into my head is PUBLISHERS. Are the pressures of publishers pulling out of JSTOR to pursue lucrative deals with [competing database] EBSCO become [too] much? Did you have to make concessions that benefit your publishing partners but hurt the end user?”

“Absolutely not,” Guthrie, the JSTOR founder, told Inside Higher Ed on Wednesday afternoon. “We’re absolutely not trying to have users purchase articles they already have access to.”

The idea behind including the current issues in JSTOR searches by default was to make the researcher aware of as many relevant articles as possible — even if some of those articles were still behind publisher pay-walls or in parts of the JSTOR database the researcher’s library did not subscribe to, Guthrie said.

Guthrie said he did not know exactly why the JSTOR interface did not enable OpenURL links to any free versions of those articles available elsewhere in the library. He suggested it might have been a simple oversight. “We should have deployed that before we opened search-and-browse,” he said. “…It’s a legitimate concern, and it is being addressed.”

In the wake of the blog criticism, JSTOR has decided to change both of the features. Giving libraries the power to change the default setting such that non-accessible articles remain hidden is now a “number one priority,” Guthrie said. Adding the OpenURL linking capability to discourage redundant article purchases is a “longer-term” priority, although JSTOR intends to do it. Neither will happen immediately, Guthrie said, since making the changes is “not like flipping a switch” — but the company does plan to “move in that direction.”

Amid his concessions, Guthrie did emphasize that JSTOR still plans to put a high value on “discovery” — a philosophy that might eventually put the organization at odds with those who want to hide pay-walled articles from search results. Excluding such articles from search results contradicts the entire “current issues” project, which is designed to expand the searchable articles in the JSTOR database beyond those that publishers have ceded to JSTOR. Yes, the organization plans to switch the default settings — but only “for now.”

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Comments on Egg on Its Interface

  • Discovery IS a good thing
  • Posted by Meredith Farkas , Head of Instructional Initiatives at Norwich University on August 26, 2010 at 7:30am EDT
  • I don't think too many librarians "want to hide pay-walled articles from the search results." I was actually thrilled when I heard that JSTOR was going to expose the entire collection by default, since for so many students, JSTOR IS the starting point; that is until I realized that they had not implemented OpenURL like most other databases have. Most of our databases display citations and abstracts of articles that we either have available in another database, in our print collection, or not at all. So long as the student can easily click a button to check our holdings and then get to our interlibrary loan form if we don't have the article, we're pretty happy. It's when the database is a silo and provides no means for students and faculty to connect to our other online collections and services that it becomes problematic.

    I still find it very difficult to believe that these very intelligent people, and their librarian advisory boards, completely missed the fact that students, faculty and librarians would not be happy with this change unless OpenURL was enabled. But I'm extremely pleased that JSTOR has been so responsive to their customers, who were primarily advocating for their own customers (the students and faculty).

  • Pay-per-view Scholarship
  • Posted by Robert Hollander , Professor Emeritus in European Literature at Princeton University on August 26, 2010 at 8:30am EDT
  • When my own university library began to follow a similar course, placing what amounts to ads for online resources in our online catalogue along with the data one expects to find, I objected. I realize that some argue that this is a way to let the universe of consulting scholars see that such material is available for a fee; at the same time, and as your timely article points out, some of the advertised matter is already available online elsewhere -- a fact that remains hidden in our (and apparently the JSTOR) display.

    Capitalism happens to be my preferred mode of economic exchange. Nonetheless, in the world of scholarship, I long ago decided that any project I directed (I have been and am associated with the Dartmouth Dante Project, the Princeton Dante Project, the Electronic Bulletin of the Dante Society of America, among others) that is sponsored by one or more external agencies (whether public or private) would be available gratis to any and all users.

    In my own library catalogue I recently came on notice of an article that seemed of interest to me. I had two alternatives: subscribe or take out a 24-hour "lease" on that single 7-page article for $20. I had a third: boycott the article. (It later turned out that our library indeed had the periodical in question in the stacks; it turned out that it was not germane to my study.)

    The solution for JSTOR (a wonderful aid to scholarship developed, among others, by colleagues here at Princeton) and for the rest of us is, if consultation of databases is offered for a fee, to document fully the availability of identical open-access material. And for the rest of us, the end-users, to make plain our opposition to the presence of such aggressive marketing strategies amidst the tradition of freely shared scholarship in whatever way we can, including boycott.

  • Posted by Colleen S. Harris , Head of Access Services Librarian at University of Tennessee at Chattanooga on August 26, 2010 at 8:45am EDT
  • In agreement with Meredith (and pointing out the mis-read by JSTOR & the article author) - librarians do not "want to hide pay-walled articles from the search results." We do, however, want to ensure that if we have an article, our students, faculty, and other community members do not feel that they have to pay upwards of $30 to access an article themselves if the library has already paid for the full text of that. Creating a situation where libraries cannot use the tool that directs users to that article in another database (that's what the OpenURL does) is a direct hampering of the work libraries do to provide access to materials. It's also a sneaky way to double dip from users - libraries pay for access to those articles (often with budgets contributed to by student funds). Telling the user the only obvious access they now have to that material is to purchase it - essentially AGAIN - is shady.

    Also, don't forget that most libraries (particularly academic libraries) offer interlibrary loan, so if the library does not have access to the article, we do not ask our faculty & students to pay for it. The library uses its resources through ILL to acquire a copy of the article for the requestor. In no case do we want students to feel they need to shell out their own money for a source unless they absolutely want to. (After 10 years in academic libraries, I have yet to meet the professor or student who volunteers to pay for an article once they know the library will acquire it for them at no charge to the user.)

    This lack of foresight (and I can hardly believe it didn't come up in discussion - OpenURL use by libraries is standard practice nowadays) makes me suspicious of JSTOR, which is a shame, since it's been a favorite of mine & of students for a long time. I'm glad they responded so quickly to the librarian bloggers, but it's a PR snafu (and a squandering of goodwill) they could have avoided.

  • Posted by researcher on August 26, 2010 at 11:30am EDT
  • I wonder if other researchers have noticed more content is now available through scholar.google.com , which lists additional sources.

    Scholars want their work to be read, and more and more are posting their own material, regardless of where it is published, to increase accessibility.

  • Deeply disappointed with Jstor
  • Posted by Denise Brush , Public services librarian at Rowan University on August 26, 2010 at 11:45am EDT
  • I would expect no better from a commercial vendor, but Jstor? I am horrified. It's just one more example why capitalism is NOT my preferred economic system (not that I'm being given any choice in the matter). I definitely do want to hide results that are not available through my library's subscription from users. Students should only see results that they can access. I should not have to constantly explain to students that their library is controlled by capitalist publishers whose profit is more important than their education, nor should I have to spend my life battling the $@! free market at every turn instead of doing my job. If Jstor is going to be just another commercial publisher (I'm waiting for the IPO), they are going to start losing business to other publishers who are more user-friendly.

  • Re: Research Skills
  • Posted by Peter C. Herman , Professor, Department of English at SDSU on August 26, 2010 at 2:00pm EDT
  • While I certainly think that it is annoying that JSTOR would seemingly push researchers to purchase articles that have been "pay-walled," I think the basic lack of research skills assumed by JSTOR is even more worrisome. First, as several commentators have already pointed out, there's always interlibrary loan. Second, while JSTOR's search engine is certainly a very useful tool (I've used it a lot), it's not the same as a database, such as the Modern Language Association International Bibliography, that seeks universal coverage. I'm amazed that people do not go to such tools first, and then to JSTOR or Project Muse or whatever. Finally, as Prof. Hollander's comment attests, JSTOR seems to assume that people will not go the library catalogue to find out what their library has or does not have. In short, JSTOR's move relies on people not knowing the resources available to them as well as the unwillingness to expend a little effort and time in finding what you might want.

  • Basic Maketing Issue
  • Posted by San Joaquin , Researcher at SLAC on August 26, 2010 at 2:45pm EDT
  • A real shame here is that a simple market (beta) test with a small cohort of volunteers from the pool of end users would probably have netted the same fish with much less PR cost.

  • Posted by Barbara Fister on August 26, 2010 at 3:00pm EDT
  • @Don - Meredith explained this issue well in an addendum to her original "What's the Deal?" post. I hope she won't mind me copying it here:

    "There are three types of results you can get right now in JSTOR ... The first (with the gray asterisk) is from a journal that is not in a JSTOR collection we subscribe to. There will be no link resolver link that lets patrons easily get to the article in another database to to our library’s ILL form. Frequently, there will be something that tells the user they need to pay to access the article. Otherwise, it’ll just be a dead end.

    "The second (with the green check mark) is an article that is in our JSTOR collection. Students can click on the title and get to the full-text.

     

    "The third (with the yellow arrow) is from a journal this is in our JSTOR collection, but it is not from the date range of full-text that is available through JSTOR (in this case, the article is from 2006 and JSTOR’s coverage goes to 2005). Clicking on the title of this type of result will provide a link resolver link so that the patron can check to see if the library has this in full-text elsewhere.

     

    "For those who are seeing link resolver links right now, what you are seeing is the third type of link. You may just have too many JSTOR collections to easily get a result in the second category which is very lucky for you."

    from http://meredith.wolfwater.com/wordpress/2010/08/24/whats-the-deal-jstor/

    If you're getting lots of links, that means you're in a library that gets a lot of JSTOR packages. Those of us with only a limited number of JSTOR packages get a lot of dead ends.

  • In COMPLETE agreement with Meredith and Colleen
  • Posted by Karen Green , subject specialist at Columbia University on August 26, 2010 at 3:45pm EDT
  • The ability to take advantage of OpenURLs via packages such as SFX is simply basic when offering citations that are not available in full-text in the native database. It is stunning that JSTOR would not take advantage of such fundamental technology.

    At the same time, however, it is exciting that JSTOR can now be used as more of a discovery tool. I'm perplexed by those who would eliminate citations that are not available solely as JSTOR full-text. Educating users to turn to an OPAC to find full-text elsewhere or even (gasp!) print is not a bad thing. It would be optimal to have OpenURLs to direct them to the non-JSTOR content automatically, but I can't understand protesting the inclusion of citations users might not discover elsewhere.

  • JSTOR morphing into Google Scholar?
  • Posted by Lynn Jones , Reference and Instruction Librarian at University of California, Berkeley on August 26, 2010 at 6:30pm EDT
  • This seems like a trend to change JSTOR into a Google Scholar-like tool, but without the advantage of Google Scholar's Open URL setting. What JSTOR administrators do not seem to realize is that the viral popularity of JSTOR among students is due to the absolute ease of getting to the free full text of articles. Once students realize that feature is compromised it's likely that JSTOR will be seen as just another 'confusing' database, and not the first place, and often the only place, students turn to for research.

  • Posted by Barbara Fister on August 26, 2010 at 6:30pm EDT
  • I don't know that we need more discovery. Google Scholar provides a lot of discovery. Our subject-specific databases provide a lot of metadata-enriched discovery, which is why we spend so much on them, and they drill much deeper into disciplines. Providing endless avenues to discover information that you have to buy - whether from corporations or from scholarly publishers - just doesn't seem that innovative to me in an era when we're beginning to see the outlines of an open access future. I think we're going to a lot of trouble to enable a broken system and help struggling publishers make a little more money.

    Scholarly publishers don't need a better business model, they need a model for a sustainable future. Treating scholarship as a commodity does not seem to be the solution.

  • What's the point of crippling your search?
  • Posted by Michael Boudreau at The University of Chicago Press on August 27, 2010 at 4:45am EDT
  • I'm astonished that anyone would object to a search engine's showing by default all the results that it can find, regardless of access status. Would any responsible scholar doing research willfully blind him- or herself to the existence of resources that simply hadn't been paid for yet? Back in the days when libraries ordered the annual volumes of the MLA Bibliography, for example, did they order special editions that listed articles only in the periodicals to which they already subscribed?

  • Posted by Amanda , Reference/Public Services Librarian on August 27, 2010 at 10:00am EDT
  • @Michael For most seasoned researchers, this feature is great. Most faculty and researchers need to be exhaustive when searching for articles/resources for their research. They understand the different levels of access that their library provides and are willing to go the extra mile for those articles that are not available in full-text from their library's online database subscriptions.

    However, the frustration that many librarians are exhibiting is related to working with undergraduate students who have not had the years of research training that faculty and researchers have had. They don't understand the different levels of access, and many (for better or for worse) do not have the time to wait for an article to be ordered through interlibrary loan. Because the level of research that they are performing does not always need to be exhaustive, they really need the best articles that they can get through the library's subscription databases at the point of the search. Many of them will become upset or frustrated when they think that they need to start paying additional fees to access articles that they need for their papers...they then ask the question, "Where are my tuition dollars going?" This is why it is so important (from a librarian-working-with-undergraduates' perspective) to have a fully functioning OpenURL resolver if JSTOR is going to default to searching content that is not necessarily available through JSTOR to our novice users.

  • Don't pay twice
  • Posted by Kathleen Kern , Reference Librarian at University of Illinois at Urbana on August 28, 2010 at 3:45pm EDT
  • Michael Boudreau, the issue is not that libraries want to limit what patrons find. Without the Open URL link in JSTOR, it is not just undergraduates who might get duped into thinking that they have to pay for what the library already owns through other subscriptions. If JSTOR gets away with this, other publishers and vendors will follow and limit the OpenURL linking that streamlines the research and access process for online articles.

    It is an easy source of income to get students and faculty to buy what their libraries have already paid for.

  • What this discussion doesnt talk about
  • Posted by Dylan at University of the West Indies on September 30, 2010 at 10:00am EDT
  • Not all libraries have a simple and efficient ILL system. All the comments in this list are talking about access to resources for Universities whose students are already privileged in terms of access to journals and books. I work at the University of the West Indies, St Augustine Campus, Trinidad. We have great lecturers, students, librarians and other staff. What we dont have is access to great infrastructure in terms of actual physical buildings or journals/books. Your institutions already generate the intellectual/cultural hegemony of the times. Granted it may be problematic that JSTOR now offers these links to pay for articles that may still be available within your library or through ILL but this does not change the fact you're all whining from a privileged position anyway. All journals should be open access and free. That's what information is about. Unfortunately it is not the economic model the architects of world's intellectual terrain subscribe to. Nor will they. That is the bigger issue here. Inequality.