Part of the Jisc event: How compliant is your institution? Meeting RCUK and REF metadata and policy requirements on 24 November 2015.

1. 24rd Nov 2015 How compliant is your repository?
Meeting RCUK and REF metadata and policy
requirements.

2. Current & Future
services
2
Jisc OA Services Portfolio

3. Jisc Publications Router
= 3

4. Publications Router
»Update:
› System is now in advanced development
› Moving to robust technical infrastructure (early 2016)
› Adding new publishers (handful) – currently testing files
from publishers.
› Open for new institutions to join (early 2016)
› Expressions of interest (now)
› Incremental launches over 2016
› Contact Steve Byford: steve.byford@jisc.ac.uk
4

5. Jisc Monitor (Local)
»Software application enabling institutions to record and report
on data relating to the publication of Open Access outputs by
their academics
› The first version of the prototype built on the Jisc APC data being
collected by Jisc – monitoring costs of publication.
› Next phase to focus on other reporting requirements such as -
monitoring compliance and publication.
› Developments done with strong community collaboration –
opportunity to get involved in the early stages.
3 Aug 2015 Jisc Publications Router – Repository Fringe 2015 5

6. Jisc Monitor (Local)
»Move from prototype to a service (first half of 2016)
»Contact: Frank Manista: frank.manista@jisc.ac.uk
Jisc Monitor Local prototype screencast
–https://www.youtube.com/watch?v=MiMZ5I3FYHo&feature=yo
utu.be
6

7. SHERPA/FACT
7

8. SHERPA/REF
»HEFCE is working with Jisc to develop this service
• Support authors and institutions in meeting the new open access
(OA) requirements of the post-2014 Research Excellence
Framework (REF)
• Builds on the current portfolio of SHERPA services
• help authors and institutions ascertain whether a journal allows
them to comply with the REF policy, and what to do when it does
not
• December – release of pilot system for user feedback
• Aim for beta release in January 2016.
3 Aug 2015 Jisc Publications Router – Repository Fringe 2015 8

9. OA standards & standardisation
»National
› RIOXX metadata application profile and guidelines for research
papers Meeting RCUK and HEFCE (most but not all)
requirements.
–Developed plug-ins for RIOXX – EPrints and DSpace.
–Developing REF package for EPrints.
› Working with RCUK to agree use of standards and standardisation
across their systems. (OSIP)
› Jisc- CASRAI OA reporting group. Centrally documenting agreed
standards
› Standardisation of publisher policy term expression
› Desiderata – what we what from publishers
3 Aug 2015 Jisc Publications Router – Repository Fringe 2015 9

10. OA standards & standardisation
»International
›CASRAI COAR interoperabilityWG – agreeing
standards across repository networks
›OpenAIRE2020 guidelines
›Mapping RIOXX to OpenAIRE
›National Information Standards Organisation
(NISO)
›Schema for OA Policies – Standardisation of
institutions and funders policy terms expression.
10

11. RIOXX Application Profile
»RIOXX metadata application profile and guidelines (Research
Papers)
»Worked with RCUK and HEFCE
»Developed by PaulWalk (EDINA) and Sheridan Brown (Key
Perspectives)
11

12. RIOXX
Benefits:
»Facilitates interoperability.
»Supports consistency for key metadata fields to facilitate
the tracking of research outputs across scholarly
systems.
»Will facilitate reporting from institutions to funders
»Supports robust service functionality.
12

13. RIOXX
Plug-in and patches to support implementation:
»EPrints RIOXX plug-in for 3.3
»DSpace patches for version 3,4 and 5
»CRIS user groups have started to engage with RIOXX.
»Currently 35 institutions (EPrints) that have installed the
RIOXX plug-in and are starting to collect relevant data.
»DSpace users are in planning to implement.
13

14. REF package
»REF OA compliance checker (EPrints)
› Works with the dates plug-in (EPrints)
› Works with the RIOXX data collected
› Works with REF 2014 plug-in (will be updated for REF 2020
requirements)
› REF OA compliance checker (EPrints) ready in early Jan 2016
› Developing a screencast
»DSpace REF OA compliance checker (currently scoping).
26/11/2015 14

15. Jisc Repository Technical Support
26/11/2015 15
https://www.jisc.ac.uk/repository-technical-support

16. Find out more…
OA and the REF – Jisc initiatives to help you comply. ARMA conference 02/06/2015 16
Contact…
Balviar Notay
Scholarly Communications Services
Manager
balviar.notay@jisc.ac.uk
http://www.jisc.ac.uk/open-access
Except where otherwise noted, this
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