1. OA and REF: Jisc support Neil Jacobs Head of Scholarly Communications Support E n.jacobs@jisc.ac.uk M 0784 195 1303 Skype neil.jacobs1 Twitter @njneilj One Castlepark, Tower Hill, Bristol, BS2 0JA

2. The minimum requirements 1.Deposit the final peer-reviewed draft of your paper in the repository on acceptance 2.The bibliographic record must be discoverable ASAP 3.The full text must be accessible ASAP (or once an embargo has elapsed)

3. Deposit “Deposit” – Improve Sherpa-FACT to cover REF deposit requirement – Pilot “router” service to copy papers from publishers to repositories in a timely way – Discussions with Gold OA publishers (to start with) on getting the accepted manuscript from their systems “final peer-reviewed draft” – Metadata for repositories covering version identification – Plug-ins, patches and upgrades to repository software “on acceptance” – Metadata for repositories covering date of acceptance – Changes to repository (and CRIS?) to provide auditable field for acceptance date Deposit the final peer-reviewed draft of your paper in the repository on acceptance

4. Discoverable Bibliographic record – As noted, discussions with publishers, and via “router” service – Opportunities to develop and share good practice and inform Jisc or others on further activities needed, eg on deduplication – Metadata profile to enable easy discoverability and integration with records from elsewhere – Enhanced over time through interaction with ORCID, CrossRef, etc – Jisc encouraging use of international standards and HEIs developing and sharing good practice Discoverable – Aggregation: CORE, makes records more visible in web search engines, and library discovery services. Also timestamps when the record was first harvested – Search engine optimisation: advice for repository managers and opportunities to develop and share good practice The bibliographic record must be discoverable ASAP

5. Accessible “full text” – As noted, availability of full text from publishers being explored – Full text available to repositories from Europe-PMC where allowed, through router service “accessible” – Information and advice on Creative Commons licences “once an embargo has elapsed” – date-stamped metadata field, perhaps populated by CrossRef data (from NISO / Jisc work) The full text must be accessible ASAP (or once an embargo has elapsed)

6. General support from Jisc “OA Good Practice” – pathfinder projects and community Repository shared services for deposit, discovery, usage data, etc Repository technical support for most platforms Jisc-Monitor, potential for a Jisc shared service to help HEIs in watching their publication output, expenditure, compliance? Plus: ongoing discussions in UK and across Europe on coordinating policies, their expression and implementation, eg: – Funder and publisher policy expression – PASTEUR4OA project – policy alignment – Closer working with OpenAIRE

7. Comments? Questions?