1. Helen Blanchett, Subject specialist (scholarly communications)
Jisc OA Good Practice
Helen Blanchett, Subject specialist (scholarly communications)

2. https://ux. digitalresources. jisc. ac
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Supporting OA implementation, Helen Blanchett

3. Open access good practice
OA Good Practice aims to develop shareable examples of good practice, so that a range of approaches can be collaboratively developed and commonly applied according to the individual needs of the HEI.
Pathfinder
projects
OA Community
development
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Supporting OA implementation, Helen Blanchett

4. Pathfinder projects Across regions
Across institutional types (mission, scale of research intensity)
Across professions (librarians, research managers, repository managers)
Across OA themes (cost management, advocacy etc.)
Across policies (RCUK/COAF, REF, Horizon 2020)
Across disciplines
Realigned in 2015
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Supporting OA implementation, Helen Blanchett

5. Community Events Blog Mailing list Twitter
Blog
Mailing list
Twitter
@OA_Goodpractice
#OAGP
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Supporting OA implementation, Helen Blanchett

6. Improved knowledge/ skills/ capacity Improved OA processes/ workflows
Cycle of impact
Cost savings
Cost efficiencies
Improved productivity
Toolkits
Case studies
Templates
Improved knowledge/ skills/ capacity
Pathfinder projects
Cost management
Advocacy
Institutional policy
Improved OA processes/ workflows
Workshops
Webinars
Syntheses
OA community
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Supporting OA implementation, Helen Blanchett

7. Pathfinder outputs so far: advocacy
UCL/ Newcastle/ Nottingham Pathfinder (Pathways to OA): Advocacy toolkit  
Coventry/ Northampton/ DeMontfort (O2OA): OA lifecycle: ‘Needs analysis’, Guide for researchers; Intervention mapping guide for understanding researcher behaviour  
Oxford Brookes/ Nottingham Trent University/ University of Portsmouth (Making Sense of OA) : CIAO ; MIAO; Researcher interview data/ methodology; Portsmouth REF poster  
Edinburgh/ Heriot-Watt/ St Andrews (LOCH): case studies, templates
Northumbria/ Sunderland: Decision-making tool for researchers
All advocacy outputs can be found here:
[You don’t need to go through each of the outputs here (unless you are already familiar with them). Maybe just refer them to the URL or the most recent Update/ synthesis where they can take a look at the ones they are most interested in.]
11/06/2018
Supporting OA implementation, Helen Blanchett

8. Pathfinder outputs so far: workflows
Manchester/ Edge Hill/ Salford/ Liverpool/ John Moores (opeNWorks: Case studies and toolkit
Hull/ Lincoln/ Huddersfield (HHuLOA) : OA Lifecycle
Northumbria/ Sunderland: Case studies;
Glasgow/ Lancaster/ Southampton/ Kent (E2EOA): Lancaster workflows
Edinburgh/ Heriot-Watt/ St Andrews (LOCH) : St Andrews Lean case study
St Andrews Lean case study
All workflow outputs can be found here:
[You don’t need to go through each of the outputs here (unless you are already familiar with them). Maybe just refer them to the URL or the most recent Update/ synthesis where they can take a look at the ones they are most interested in.]
11/06/2018
Supporting OA implementation, Helen Blanchett

9. Pathfinder outputs so far: cost management
Bath/ Bristol/ Exeter/ Cardiff (GW4): FCA report
Bath/ Bristol/ Exeter/ Cardiff (GW4): Guide to using credit cards,  Open Access Reporting Checklist and Sample APC Payment Workflows for Institutions; Off-setting report (coming soon)
Northumbria/ Sunderland: APC Cost Modelling tool
All cost management outputs can be found here:
[You don’t need to go through each of the outputs here (unless you are already familiar with them). Maybe just refer them to the URL or the most recent Update/ synthesis where they can take a look at the ones they are most interested in.]
11/06/2018
Supporting OA implementation, Helen Blanchett

10. Pathfinder outputs so far…
Systems & metadata
Policy
Glasgow/ Lancaster/ Southampton/ Kent (E2EOA): Eprints OA metadata spec; and Hydra implementation case study (coming soon)
Hull/ Huddersfield/ Lincoln: Fedora OA metadata implementation case study (coming soon)
Edinburgh/ Heriot-Watt/ St Andrews (LOCH): PURE specification
Various project links/ testing, particularly Hull/ Huddersfield/ Lincoln: Monitor and RIOXX
Hull/ Lincoln/ Huddersfield (HHuLOA): Funder policy mapping
Glasgow/ Lancaster/ Southampton/ Kent/ (E2EOA): REF workshop fed back to HEFCE and had FAQ updated as result
All Policy outputs can be found here:
All Pathfinder systems and metadata outputs can be found here:
[You don’t need to go through each of the outputs here (unless you are already familiar with them). Maybe just refer them to the URL or the most recent Update/ synthesis where they can take a look at the ones they are most interested in.]
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Supporting OA implementation, Helen Blanchett

11. Pathfinder realignment
Manchester (opeNWorks)
Approaches to deposit
Benchmarking of institutional OA support services
Using case studies and sector- wide survey in December, reports to be released in March 16
UCL (Pathways to OA)
Exploration of approach to treating research outputs as REF exceptions- workshop and resulting toolkit in Jan 16
REF OA policy and use of subject repositories- workshop and report Feb 16
Payment of APCs on multi- author/multi-institution papers- survey (completed) and report Feb 16
Also planning to scope benefits of Springer off-setting deal
• Both the Manchester and UCL projects shifted the focus of their projects in order to concentrate on addressing some of the specific challenges identified by the review of progress towards implementation OA policy for REF undertaken by research consulting in May.
• Here is a list of some of the work they are producing and when
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Supporting OA implementation, Helen Blanchett

12. Jisc’s regional and national engagement
Jisc is based in seven UK nations and regions with dedicated account managers for each organisation so that…
…you have a complete view of Jisc services and their benefits and ways to shape future services
…you get the greatest savings and efficiencies and ways to improve the learning, teaching and research experience
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Supporting OA implementation, Helen Blanchett

13. For more information, contact…
Helen Blanchett
Sign up for the quarterly OA digest
jisc.ac.uk/forms/sign-up-for-our-open-access-digest
Except where otherwise noted, this work is licensed under CC-BY-NC-ND
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11/06/2018
Supporting OA implementation, Helen Blanchett