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Jisc Monitor
31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 
Jisc Monitor context 
» Jisc APC identified key challeng...
31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 
Jisc APC preliminary findings 
› Institutions expressed ...
31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 
Jisc Monitor outputs 
› Functioning prototypes mapped to...
Jisc Monitor use cases 
Monitoring all publication activity 
to ensure compliance with funder 
mandates 
Monitoring all pu...
Jisc Monitor development 
Managed by Jisc Collections, developed by Mimas utilising skills and expertise of Sero Consultin...
Lead members of project team 
» Ross MacIntyre (Mimas)– Senior Supplier 
» Jo Lambert – Project Manager for Jisc Collectio...
Jisc Monitor principles 
» Collaboration is key 
» User-centred development 
» Agile approach 
» Open-source 
31 July 2014...
Use case 1: monitoring publication activity 
» Institutions need: 
› To capture all publication activity 
but data can be ...
Use case 3: compliance 
» Institutions need: 
› Clarity around funder 
reporting requirements 
› Confirmation that researc...
Use case 2: standards development 
» Institutions, publishers and 
funders need: 
› Interoperability of 
institutional, fu...
Use case 4: monitoring spend 
» Institutions need: 
› To monitor spend on both 
OA charges and 
subscriptions 
› Invoices ...
Collaboration with other Projects 
» Synergies with Jisc Pathfinder 
projects 
» RIOXX 
» Publications Router 
» SHERPA 
»...
8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 
Want to know more? 
» Follow the Monitor blog 
http://jis...
8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 
Contact us and participate 
» Frank Manista - Frank.manis...
31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 
Next steps 
» User consultation and requirements 
gather...
31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 
Questions
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Jisc Monitor Pilot Project: an exploration of how a Jisc managed shared service might support institutions in meeting the post-2014 REF Open Access policy, Brian Mitchell & Owen Stephens, Jisc

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Jisc Monitor Pilot Project: an exploration of how a Jisc managed shared service might support institutions in meeting the post-2014 REF Open Access policy, Brian Mitchell & Owen Stephens, Jisc

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  • 1. Clarity around funder reporting requirements and Confirmation that research outputs meet funder compliance requirements
    2. To capture all publication activity but data can be in multiple places and an understanding of all publication output to support compliance
    3. Standards and protocols to enable efficient data exchange and re-use, avoiding duplication of effort and Solutions that support a global rather than UK specific audience
    4. To monitor spend on both OA charges and subscriptions and Invoices and payment details provided in a standardised and consistent way for accurate capture and recording of information
  • Transcript of "Jisc Monitor Pilot Project: an exploration of how a Jisc managed shared service might support institutions in meeting the post-2014 REF Open Access policy, Brian Mitchell & Owen Stephens, Jisc"

    1. 1. Jisc Monitor
    2. 2. 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 Jisc Monitor context » Jisc APC identified key challenges in management of OA. See the case studies: http://www.jisc-collections.ac.uk/Jisc-APC-project/Case-studies/ » Reflecting and building on research outputs of Jisc APC » UK Policies relating to Open Access » Exploring development of services to help universities monitor publication activity, comply with funder OA policies and monitor associated expenditure on publication charges
    3. 3. 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 Jisc APC preliminary findings › Institutions expressed a need for support and pointed to a role for Jisc with: – Monitoring ALL publications, not just Gold and Green – Complying with funder mandates, such as licensing – Monitoring spend – Supporting development of standards and best practice in this area
    4. 4. 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 Jisc Monitor outputs › Functioning prototypes mapped to 4 use cases and released as free and open source software by May 2015 › Supported by robust user feedback and an assessment of the opportunities, challenges and dependencies that are likely to impact development › Recommendations for further development of components
    5. 5. Jisc Monitor use cases Monitoring all publication activity to ensure compliance with funder mandates Monitoring all publication activity to ensure a clear understanding of what has been published Jisc Monitor use Standards development to enable efficient data exchange Monitoring spend on all items cases 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
    6. 6. Jisc Monitor development Managed by Jisc Collections, developed by Mimas utilising skills and expertise of Sero Consulting, Cottage Labs and Knowledge Integration 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
    7. 7. Lead members of project team » Ross MacIntyre (Mimas)– Senior Supplier » Jo Lambert – Project Manager for Jisc Collections, link to related activities » Ian Chowcat (Sero) – Project Manager, Mimas » Frank Manista (Mimas) – Community and HEI liaison » Brian Mitchell (Jisc Collections) –Technical liaison and standards » Ian Ibbotson (Knowledge Integration) –Technical Architect » David Kay (Sero) – Lead Data Architect » Owen Stephens – Domain Expert » Richard Jones (Cottage Labs) –Open source software development 8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
    8. 8. Jisc Monitor principles » Collaboration is key » User-centred development » Agile approach » Open-source 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
    9. 9. Use case 1: monitoring publication activity » Institutions need: › To capture all publication activity but data can be in multiple places – institutional and subject repositories, CRIS, publisher websites, indexing services › To identify authors including joint authorship across institutions and borders › An understanding of all publication output to support compliance e.g. licensing terms Monitoring all publication activity to ensure a clear understanding of what has been published 8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
    10. 10. Use case 3: compliance » Institutions need: › Clarity around funder reporting requirements › Confirmation that research outputs meet funder compliance requirements… › …and meet institutional requirements › Certainty whether a particular research output is unfunded Monitoring all publication activity to ensure compliance with funder mandates 8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
    11. 11. Use case 2: standards development » Institutions, publishers and funders need: › Interoperability of institutional, funder, publisher (incl. submission), ID systems › Solutions that support a global rather than UK specific audience Standards development to enable efficient data exchange 8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
    12. 12. Use case 4: monitoring spend » Institutions need: › To monitor spend on both OA charges and subscriptions › Invoices and payment details provided in a standardised and consistent way for accurate capture and recording of information Monitoring spend on all items 8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
    13. 13. Collaboration with other Projects » Synergies with Jisc Pathfinder projects » RIOXX » Publications Router » SHERPA » Total Cost of Ownership » SHARE / CHORUS 31 July 2014 Jisc Monitor Presentation at Respository Fringe 2014
    14. 14. 8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 Want to know more? » Follow the Monitor blog http://jiscmonitor.jiscinvolve.org/wp/ » We will be running a series of follow-on webinars, all between 10:00 and 11:00: » 6 August 2014 and 2o August 2014 » Timelines - http://www.jisc-collections. ac.uk/Jisc-Monitor/Jisc- Monitor-Time-Lines/ » Workshop 19 September 2014
    15. 15. 8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 Contact us and participate » Frank Manista - Frank.manista@manchester.ac.uk » Jo Lambert - J.lambert@jisc.ac.uk » Ian Chowcat - Ian.Chowcat@sero.co.uk
    16. 16. 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 Next steps » User consultation and requirements gathering » Follow-on webinars focused on Publication Activity and Funder Compliance » The prototypes from those use cases will be available from September 2014 » Systems Interoperability and Publication Charge workshop and follow-on webinars to begin in September 2014, with prototypes due later in the year
    17. 17. 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014 Questions
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