"Open Access: recalibrating the relationships" Neil Jacobs, DARTS4

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Neil will focus on the lessons from the Jisc-APC pilot, and how the workflows around all forms of OA are changing the roles and responsibilities of information professionals within and beyond the HEI. There are new drivers (eg the HEFCE REF OA policy), new points of contact / transaction (eg Gold OA payments of various kinds), and new opportunities (eg to populate repositories). The talk will explore the workflows that are emerging as effective in addressing these changes, and their implications for all concerned.

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"Open Access: recalibrating the relationships" Neil Jacobs, DARTS4

  1. 1. Open Access: recalibrating the relationships between libraries, research offices, publishers, funders and others 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. 2. Session outline 1. Some thoughts on the changes roles and relationships 2. Situation assessment; why does this matter? 3. Some examples 4. Relevant Jisc work
  3. 3. Universities and funders have new roles Author Publisher Agent Discovery service University Author University Publisher Agent Discovery service University ?? ?? ?? From this… To this?? University Research funder
  4. 4. What do universities need to do / know? How do I know what authors from my institution have published? How do I know what papers from authors at my institution have been submitted to journals? How do I know what papers from authors at my institution have accepted in journals? How do I know what my institution has paid for OA publications? How do I know whether my institution / authors have complied with funder policies? Potential financial liabilities Potential compliance issues Actual financial liabilities Actual compliance issues Payments to be made Compliance to be checked Financial management Reporting to funders Reporting to funders Research assessment
  5. 5. Who has the information / material / money? How do I know what authors from my institution have published? How do I know what papers from authors at my institution have been submitted to journals? How do I know what papers from authors at my institution have accepted in journals? How do I know what my institution has paid for OA publications? How do I know whether my institution / authors have complied with funder policies? Publisher (paper) Author (paper) Publisher (paper, invoice? licence conditions) Author (paper) Funder (policy conditions) Publisher (paper, licence conditions) Library / Research Office (budget, grant details) Funder (policy conditions) Library / Research Office (budget) Publisher (record of payment) Library / Research Office (record?) Funder (record?)
  6. 6. Situation Assessment: Global Gold OA market The APC OA market is evolving rapidly and growing at about 30% a year. The overall APC revenue was estimated to be approximately 182 million USD in 2012 and growing at about 34% a year, though the rate of growth is expected to tail off to about 20% over the next 5 years. Scale 137,486 full text journal articles / book chapters in UK institutional repositories in early 2013 Before REF policy…
  7. 7. Situation assessment: Policies Policies OSTP, NIH… EC H2020, ERC… Wellcome, RCUK, HEFCE… G8… [Reviews and revisions likely] [PASTEUR4OA project] Complexity
  8. 8. John Norman: http://www.alpsp.org/Ebusiness/TrainingAndEvents/PreviousEventPodcasts/1405MROMedia.aspx
  9. 9. Situation Assessment: Infrastructure Infrastructure (examples) 1. Platforms • Publisher platforms (manuscript management, publication) • Institutional repositories, CRIS, library, HR, finance… • Subject / funder repositories 3. Services • Google Scholar • Library systems: ProQuest, OCLC… • Sherpa-FACT • OAK • CHORUS 2. “Registries” • CrossRef • Sherpa-RoMEO • ISSN • ORCID • SHARE • Ringgold 4. Standards • ONIX • Dublin Core • NISO • CERIF/CASRAI More complexity
  10. 10. Metadata Publisher policy info Funder policy info Publisher policy info Funder policy info Publisher policy info
  11. 11. Some examples of new relationships
  12. 12. Jisc Monitor (SHARE notification?) Sherpa RoMEO, Juliet, FACT Create Submit Accept Deposit Publish Read Use OAaggregator Institutional repositories Publisher manuscript platform Subject repositories REF data collection Publisher publication platform IRUS – usage statistics Discovery services Publisher finance system OpenDOAR – repository directory Publications Router Identifier / registry services Metadata / notification Content Private Jisc Other Key OpenAIRE
  13. 13. Jisc Monitor (SHARE notification?) Sherpa RoMEO, Juliet, FACT Create Submit Accept Deposit Publish Read Use OAaggregator Institutional repositories Publisher manuscript platform Subject repositories REF data collection Publisher publication platform IRUS – usage statistics Discovery services Publisher finance system OpenDOAR – repository directory Publications Router Identifier / registry services Metadata / notification Content Private Jisc Other Key OpenAIRE
  14. 14. Jisc Monitor (SHARE notification?) Sherpa RoMEO, Juliet, FACT Create Submit Accept Deposit Publish Read Use OAaggregator Institutional repositories Publisher manuscript platform Subject repositories REF data collection Publisher publication platform IRUS – usage statistics Discovery services Publisher finance system OpenDOAR – repository directory Publications Router Identifier / registry services Metadata / notification Content Private Jisc Other Key OpenAIRE
  15. 15. Jisc Monitor (SHARE notification?) Sherpa RoMEO, Juliet, FACT Create Submit Accept Deposit Publish Read Use OAaggregator Institutional repositories Publisher manuscript platform Subject repositories REF data collection Publisher publication platform IRUS – usage statistics Discovery services Publisher finance system OpenDOAR – repository directory Publications Router Identifier / registry services Metadata / notification Content Private Jisc Other Key OpenAIRE
  16. 16. Jisc Monitor (SHARE notification?) Sherpa RoMEO, Juliet, FACT Create Submit Accept Deposit Publish Read Use OAaggregator Institutional repositories Publisher manuscript platform Subject repositories REF data collection Publisher publication platform IRUS – usage statistics Discovery services Publisher finance system OpenDOAR – repository directory Publications Router Identifier / registry services Metadata / notification Content Private Jisc Other Key OpenAIRE
  17. 17. There is work to do…
  18. 18. General support from Jisc • Negotiations with publishers on Gold and hybrid – “total cost of ownership” • “Open Access Implementation Community” – pathfinder projects and community • Repository shared services for deposit, discovery, usage data… • Repository technical support for most platforms • Jisc-Monitor, potential for a Jisc shared service to help HEIs in watching their publication output, expenditure, compliance? • Developing technical standards and protocols • 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
  19. 19. Thank you 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 Comments? Questions?

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