1. SherpaREF Balviar Notay, Scholarly Communications Services Manager 04/04/16

2. Lifecycle of a research article Where SherpaREF fits in 04/04/2016 OA Technical Workshop

3. SherpaREF 04/04/2016 OA Technical Workshop » HEFCE funded beta web service » aims to support authors and institutions in meeting the new open access requirements of the post-2014 Research Excellence Framework (REF) exercise

4. SherpaREF » Tool aimed at authors and research support staff » Answers use case: I am about to publish, does the journal I wish to publish in comply with HEFCEs OA policy and what OA options are available to me? 04/04/2016 OA Technical Workshop

5. SherpaREF 04/04/2016 OA Technical Workshop Beta release now available: https://ref.sherpa.ac.uk https://ref.sherpa.ac.uk

6. SherpaREF 04/04/2016 OA Technical Workshop It is a beta release - your feedback needed!

7. jisc.ac.uk Contact: azhar.hussain@jisc.ac.uk@jisc.ac.uk Info at: https://ref.sherpa.ac.ukhttps://ref.sherpa.ac.uk 04/04/2016 OA Technical Workshop

8. Publications Router: helping you capture your institution’s research outputs Hannah DeGroff, OA Support Coordinator 04/04/2016

9. Lifecycle of a research article Where Router fits in 04/04/2016 OA Technical Workshop

10. Overview of Router – its rationale » Simplify relationship between publishers and repositories » Help capture articles and metadata in institutional repositories or CRISs based on the affiliations of the authors » Alert institution to its outputs » Two HEIs have been involved in testing and we have over twenty who have already contacted us about participation What it’s for 04/04/2016 OA Technical Workshop

11. New Router – new content! » Europe PubMed Central » eLife New feeds: » Two major publishers now supplying daily feeds » Further publishers coming soon! Inherited from prototype: 04/04/2016 OA Technical Workshop

12. Capturing a critical mass of content » Scalability: capturing outputs published globally » Capturing at acceptance as well as at publication How we’re addressing them » Adding multi-publisher sources – PubMed, Crossref » Alternative ingest methods from publishers – expert consultants are investigating Key challenges 04/04/2016 OA Technical Workshop

13. Operational overview 04/04/2016 OA Technical Workshop Jisc Publications Router Routing based on matching criteria (author affiliation to institution) Publisher Repository/ CRIS Event: metadata and text On acceptance/ publication De-duplication at receiving system

14. Getting involved » Let us know what system(s) you have » Review the agreement text – legal department » Fill in form telling Router how to match your outputs » Tell us where you want the feeds to deposit the data » We’ll support you in making it work for you 04/04/2016 OA Technical Workshop

15. Contractual framework 04/04/2016 OA Technical Workshop Jisc Embargo periods PublisherInstitution Legal agreement

16. jisc.ac.uk Contact: pubrouter@jisc.ac.ukpubrouter@jisc.ac.uk Info at: https://pubrouter.jisc.ac.uk/https://pubrouter.jisc.ac.uk/ 04/04/2016 OA Technical Workshop