1. Jisc initiatives to support REF 13/11/2014 Sarah Fahmy, OA Good Practice Manager

2. Background 2 Jisc has been working closely with HEFCE to coordinate activity to support institutions in achieving compliance with the policy on Open Access and the REF. Most initiatives/ tools are still ‘under construction’, but regular updates will be circulated.

3. Metadata Consistency Benefits: Facilitates interoperability. Will support consistency for key metadata fields to facilitate the tracking of research outputs across scholarly systems. Will facilitate reporting from institutions to funders. Update: RIOXX 2.0 has (only just) been finalised. Will make the release public very shortly. (although still waiting for the NISO recommendations on licence_ref and the free_to_read tag – we have been assured that these will not change). Covers RCUK requirements. Will not cover all of the REF reporting requirements but it certainly will provide consistency for key fields. EPrints RIOXX plug-in being tested by 10 ‘early adopter’ HEIs. Also planning an approach with DSpace. 19/05/2015 Title of presentation (Go to ‘View’ menu > ‘Header and Footer…’ to edit the footers on this slide) 3 Rioxx Mechanism to help HEIs comply with RCUK policy

4. CASRAI-UK 01.04.2014 4 Development of data profile supporting institutional report to UK funders for the new policy on Open Access and research contributions and outputs more generally Will build on the E2EOA project workshop in setting out the OA metadata requirements and how they translate to repository systems to ensure metadata fields included to comply with the next REF. Metadata Consistency Jisc- CASRAI national network pilot

5. Compliance Looking into the sector’s needs and priorities, and will propose steps to address them such as prototype services, recommendations on standards, improvements to existing services or systems and best practice for various stakeholders. Its findings will inform projects and services right across Jisc’s offering, including those described here, helping us to meet your institution’s needs Jan 2015: Prototype integration and service options Mar 2015: Draft recommendations report May 2015: Jisc forward planning decision 19/05/2015 Title of presentation (Go to ‘View’ menu > ‘Header and Footer…’ to edit the footers on this slide) 5 Jisc Monitor Testing the value and feasibility of services to help universities show compliance with funder OA mandates and monitor APC payments.

6. Support Based at Nottingham, will co-ordinate technical support in the uptake and integration of RIOXX and a number shared services such the Publications Router, mentioned above. Series of workshops/webinars focusing on technical issues building on our co-ordination with the vendors of the systems that institutions use. Information resources to help you find the best contact for technical advice and guidance on any of the Jisc OA initiatives Initial workshop on de-duplication and updating metadata records – those created upon acceptance will need updating when the version of record is published, for example. 19/05/2015 Title of presentation (Go to ‘View’ menu > ‘Header and Footer…’ to edit the footers on this slide) 6 Repository Technical Support Package Support for awareness and technical integration

7. And of course… Publications Router 19/05/2015 Title of presentation (Go to ‘View’ menu > ‘Header and Footer…’ to edit the footers on this slide) 7