1. 18/09/2018
Open Access Projects
18/09/2018
Balviar Notay

2. Finch Report Policy context 18/09/2018 18/09/2018
Scholarly Communications

3. Open Access /1 On submitting an article to a journal
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Open Access /1
When in lifecycle
Services for researchers
Services for librarians and research managers
Services and Projects
On submitting an article to a journal
Information on journal OA policies, and how they enable you to comply with your funder policy
Information on journal OA policies, and how they enable your researchers to comply with their funder policy
Sherpa RoMEO, Juliet, FACT
On acceptance of the article by the journal
Automatic notification to (and perhaps deposit of the article into) your institutional repository
Automatic notification to (and perhaps deposit of the article into) your institutional repository
Publications Router
On payment of the APC
Offset arrangements to save costs for institutions
Jisc Collections
Total Cost of Ownership
Jisc APC + Jisc Monitor
Hybrid Journal negotiations
On publication of the article
Raising the visibility, reach and impact of the article on the internet
 Confirmation that the article has been published on appropriate OA terms
Automatic deposit of the article into institutional repositories
Rendering the article effectively in library discovery services
Confirmation that the article has been published on appropriate OA terms
CORE
Jisc Monitor
Hybrid Journal Negotiations – make sure institutions are not paying all their subscriptions plus all the APCs. Looking at getting a discount on the APCs.
18/09/2018
Scholarly Communications

4. Open Access /2 Also PASTEUR4OA – policy alignment in Europe
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Open Access /2
When in lifecycle
Services for researchers
Services for librarians and research managers
Services and Projects
On monitoring / reporting compliance with funder policies
Collation of data allowing librarians and research managers to monitor publication output, expenditure and compliance
Jisc Monitor
RIOXX
CASRAI
Jisc Orcid pilot
On someone downloading the article
Usage reports for the authors
Usage reports for articles authored from the institution
IRUS-UK
On providing institutional OA implementation support
Developing and sharing new and effective ways to meet funders’ OA policies
 Technical support for institutional repositories adopting Jisc and other shared services / standards
OA Good Practice inc Pathfinder projects   
Repository Technical Support Package
Also PASTEUR4OA – policy alignment in Europe
SCOAP3 – UK support for HEP OA journals
PASTEUR4OA: European project aiming to assess the effectiveness of OA policies and align them as far as possible across EU member states. Developing schema for funders to express their policies and will be looking to do the same for publishers.
SCOAP3: Working with leading publishers, SCOAP3 is converting key journals in the field of High-Energy Physics to Open Access at no cost for authors. Jisc Collections has signed the Memorandum of Understanding to participate in SCOAP3 from January 2014 as the Co-ordination Centre for the UK. The SCOAP3 model is built on redirecting funds currently used to pay for subscriptions to a participating journal to support its conversion to Open Access, as well as to cover APCs in existing Open Access journals.
18/09/2018
Scholarly Communications

5. 18/09/2018
Sherpa Services
Sherpa RoMEO: Analysis of publisher policies for authors' rights when using Open Access repositories.
Sherpa Juliet: Registry of Open Access policies from research funders worldwide.
Sherpa FACT: Advice to UK authors on compliance with funder's policies in their journal of choice.
18/09/2018
Scholarly Communications

6. Surveyed institutions about how they want to receive the data
User recruitment: establishing end to end use cases of on-going data feed from Europe PMC to institutional repositories.
Increasing data suppliers: Working with Nature Publishing Group (NPG) and developing a plan to engage with others.
Broadening access capability: including development of alternative mechanisms for scholarly systems which are not technically able to receive automated content, e.g. download facility and links to CRISs
Clarifying the service offer to effectively raise awareness and communicate the benefits - this includes branding.
Jisc is also planning how Publications Router can more closely align with publisher workflows in order to support the recent HEFCE REF OA compliance.
Surveyed institutions about how they want to receive the data
talked to publishers about how they can provide this data.
OR Helsinki - 10 June 2014

7. Total Cost of Ownership
Total Cost of Ownership (Publication?) originally started as a strategy to include both subscription and APC expenditure in negotiations with publishers.
APC data is available in raw, anonymised form through two spreadsheets available on figshare: Jisc Collections aggregated APC data 2014 and Jisc Collections aggregated APC data by publisher. A brief analysis of this data and on the data collection methodology are also available.
Future outputs are:
Research article by Stephen Pinfield (Sheffield)
APC data collection template spreadsheet
Aggregation of all data made available in a standard format on a regular basis
© Doug CC BY NC SA
17/06/14
Jisc OA Good Practice Workshop

8. Jisc Monitor
Explore how a Jisc managed shared service might support institutions in meeting HEFCE policy.
Monitoring all publication activity to ensure compliance with funder mandates
Monitoring all publication activity to ensure a clear understanding of what has been published
Standards development to enable efficient data exchange
Monitoring spend on all items
Jisc Monitor use cases
- Scope and build proof of concept prototypes to respond to specific use cases by May 15
- Recommendations for further development of components
Will build on RIOXX and use other pieces of the infrastructure – Sherpa Services, GtR, etc
The use cases illustrate the key problems that Jisc Monitor seeks to address

9. CORE
Integrated into various library systems including Open Research Online, Glasgow Research, ULCC and the system of the European Library, which uses CORE for both content recommendation and as a default remote search engine. In this way CORE works as a proxy for all UK institutional repositories to the European Library.
The service offers a way of providing business intelligence for institutions for quality assurance and management reporting.
Developing more efficient way of supplying robust UK metadata to other initiatives and services such as the European Library (mentioned above), Google Scholar and OpenAIRE.
CORE supplies item download data to IRUS. IRUS then provides an aggregate view of download items from both institutional repositories and CORE.
Title of presentation 00/00/2013

10. Use cases:
An aggregation of metadata and open access content from repositories and journals. Provides programmable access to research outputs for text-mining and development of new services, a search engine for both web and mobile devices users and analytical tools.
- Provides a machine-to-machine interface for the development of new services. Enables the development of new applications utilising the open access content including those based on text-mining.
- Provide business intelligence, support quality management and also management reporting for Repository managers. (Check metadata quality. Check OAI-PMH interface status. Check and validate against specific standards and how particular fields are populated/used by similar or different organisations. Benchmark for full text versus metadata).
- Provide business intelligence for standards development for infrastructure providers.
- Could provide a service for checking repository compliance for UK (OpenAIRE, HEFCE OA policy)
- Could provide business intelligence for the Research Councils (RCs) government reporting requirements and internal strategy development. (show impact).
- Acts as a cache for federated search via library systems or other national library service providers and support cross searching
Currently provides access to over 20 million research articles from around 600 repositories. The system receives over 450,000 visits every month.

11. Standards Implementation
RIOXX Application Profile and Guidelines
UK focused metadata initiative for research papers.
Working with UK research funders (RCUK and HEFCE) to align key metadata requirements to support OA policy compliance
Requires the collection of a few additional metadata fields (licencing, embargos, funder name, project ID, OA identifier, version)
Benefit:
Enables reporting to funders in the required format
Will support consistency for key metadata fields to facilitate the tracking of research outputs across scholarly systems.
Will facilitate interoperability
RIOXX is UK focused metadata initiative for research papers.
Working with UK Research Funders (RCUK and HEFCE) to align key metadata requirements to support policy compliance
Initial focus for RIOXX was to apply consistency for project ID (grant number) and funder name. Theses were not consistently present in scholarly systems.
Includes other mandatory/recommended/optional fields such as the creator and identifier
Benefit:
Facilitates Interoperability
Will support consistency in key metadata fields to facilitate the tracking of research outputs across scholarly systems.
Will facilitate reporting from institutions to funders.
Wanted minimum disruption to existing repositories and workflows – RIOXX has been developed with a close eye on OpenAIRE and EThOS as relavant standards: Have been careful not to introduce anything which is likely to prevent being able to map from RIOXX to either of these.
Next version release of RIOXX is due soon (end of June 2014)
Software plug-ins being developed for ePrints and DSpace and we will be asking UK repositories to implement these in 2014/2015.
Title of presentation 00/00/2013

12. Organisational (Authoritative ) Lists
Consortia Advancing Standards in Research Administration Information (CASRAI) UK CASRAI national network pilot  
Jisc and CARAI are piloting three National Working Groups in the UK
Data Management Plans
Organisational (Authoritative ) Lists
Open Access and Research Reporting
A common global approach to research interoperability.
(CASRAI) is a not-for-profit standards development organization.
They provide a forum and the mechanisms required to standardize the data that researchers, their institutions and their funders must produce, store, exchange and process throughout the life-cycle of research activity.
DMP: Developing an initial data profile reflecting the current version of the Digital Curation Centre’s “DMP-Online” tool. Potentially developing a version of the data profile derived from harmonization and discussions among the UK Research Councils. Currently also focussing on use cases
Organisational (Authoritative ) Lists: Further work to review candidate lists: Ring Gold ISNI, Digital Science, UKPRN – Developing use cases.
Open Access and Research Reporting: Development of metadata profile supporting institutional report to UK funders for the new policy on Open Access
Title of presentation 00/00/2013

13. Jisc-ARMA Orcid Pilot Project
18/09/2018
streamline the ORCID implementation
develop the best value approach for a potential UK wide adoption of ORCID in higher education.
produce case studies, guidance and recommendations to be shared with the sector.
It will also develop a business case to clarify the cost and benefits of ORCID adoption and the different models which might prove most effective.
Outputs:
example ORCID implementations and workflows at a number of HEIs
a case study report synthesizing findings and drawing together conclusions and recommendations for future practice
a resource comprised of the experiences with ORCID implementation including good practice, lessons learned and guidance for HEIs intending to implement ORCID iDs.
a business case report
an options appraisal on national ORCID membership
workshops generating insights to feed into case study report, advice & guidance and recommendations and providing a forum to share knowledge and to collaborate
Title of presentation 00/00/2013

14. Does anyone use the material in your repository?
18/09/2018
Does anyone use the material in your repository?
Institutional Repository Usage Statistics (IRUS) UK

15. IRUS-UK http://www.irus.mimas.ac.uk/
65 institutional repositories included in IRUS-UK. Working to increase the number of repositories included in IRUS
Total downloads for August 2014 were 1.4 million. (This includes all item types). There were 0.5 million articles (approx).
Based on internationally accepted standards (COUNTER PIRUS Code of Practice), the article-level usage reports from repositories will be comparable with reports from publishers.
User requirements and feedback supports functionality and usability improvements. In a recent survey 65% of users reported that IRUS-UK enables reporting previously unable to do.
Improve accuracy of data/ robust data. IRUS-UK is highly influential in current COUNTER initiative to filter data to remove more robot and unusual usage.
Title of presentation 00/00/2013

16. Repository Package Support for awareness and technical integration
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Support for awareness and technical integration
Number of patches, scripts, plug-ins that repositories need to participate in shared services and standards.
Developing a layer of support with EPrints, DSpace and RSP to support institutions in uptake.
Have started to map out landscape of repositories and CRISs (spread sheet)
Will begin in Nov after early adopters for RIOXX
Title of presentation 00/00/2013

17. OA Pathfinder Projects openaccess.jiscinvolve.org
Implement workflows, tools, policies to implement OA
Work with associate partners.
Create best practice and share knowledge widely
Compliance with funders’ and institutional mandates. Monitor manage publication activity, publication charges, block grants. Identify, facilitate, manage interoperability. Improve awareness and clarity of research funders’ OA Policy.
Title of presentation 00/00/2013

18. Pathfinder Project (leads and associates)
Coventry University Associates: University of Northampton; DeMontfort University
Northumbria University Associate: Sunderland University
Oxford Brookes University Associates: Nottingham Trent University; University of Portsmouth
UCL (University College London) Associates: Newcastle University; University of Nottingham
University of Bath Associates: University of Bristol; University of Exeter; University of Cardiff
University of Hull Associates: University of Huddersfield; University of Lincoln
University of Edinburgh Associates: Heriot Watt University, University of St Andrews
University of Glasgow Associates: University of Southampton; Lancaster University; University of Kent
University of Manchester Associates: Edge Hill University; Liverpool John Moores University; University of Liverpool; University of Salford
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Title of presentation (Go to ‘View’ menu > ‘Header and Footer…’ to edit the footers on this slide)

19. 18/09/2018
OA Infrastructure
18/09/2018
Scholarly Communications

20. Open Access /3 - monographs
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Open Access /3 - monographs
OAPEN-UK: research project on models for OA monographs
OAPEN centralised service: pilot set of services for publishing OA monographs
National Monograph Strategy; next steps: including support for OA publishing platforms
Knowledge Unlatched pilot: exploring a library consortia model for sustainable OA monographs
Extended licences
NHS Pilot
SME Pilot
18/09/2018
Scholarly Communications

21. 18/09/2018
Research data
Digital Curation Centre – advice & guidance; data management planning tool; institutional engagements, training
Training materials for researchers & support staff in Jorum
Sherpa Juliet – funders policies
UK Research data discovery service
Journal research data policy bank
Shared software service for medical research data management and sharing – BRISSKit
Preservation & storage – Arkivum framework agreement
Cloud services – guidance, shared purchasing & due diligence
National data centre -Infinity, has secured a five year framework agreement with Janet.
Access & identity management
Standards & protocols – Sword; Cerif; metadata for discovery; citation
Data deposit & re-use – experiments & prototypes our Research Data Spring
Foresight/clarification – work on incentives; funding, costs & value
18/09/2018
Scholarly Communications

22. Find out more… Balviar Notay b.notay@jisc.ac.uk jisc.ac.uk
18/09/2018
Balviar Notay
Senior Manager for Repository Shared Services
jisc.ac.uk
Except where otherwise noted, this work is licensed under CC-BY-NC-ND
Lorraine Estelle
[END OF PRESENTATION]
18/09/2018
Scholarly Communications