Infrastructure requirements for open scholarship
Neil Jacobs
Head of Scholarly Communications Support
E n.jacobs@jisc.ac.u...
Open Access
as a policy requirement
Policies
OSTP, NIH…
EC H2020, ERC…
Wellcome, RCUK, HEFCE…
G8…
[Reviews and revisions likely]
[PASTEUR4OA project]
Open Acc...
Open Access: new roles
Author
Publisher
Agent
Discovery
service
University
Author
University
Publisher
Intermediary
Discov...
Open Access: what do universities need to know?
How do I know what authors from my
institution have published?
How do I kn...
Open Access: what do authors need to know?
How do I pay to publish Gold OA if
required?
How do I know where I would prefer...
Open Access: public and private events
Each stakeholder needs certain information at
particular times
Some of that informa...
Research Data
Management
Events in the
lifecycle
Data Management
Planning:
DMP-Online
Journal data policy
information service
Research data
registry and
discovery service
...
Research Data Management:
public and private events
• Data management plan marks beginning of
data life cycle
• Collaborat...
Create Submit Accept Deposit Publish Read Use
Pay APC Check compliance Make discoverable
Publisher
manuscript
system
Insti...
Create Submit Accept Deposit Publish Read Use
Pay APC Check compliance Make discoverable
Publisher
manuscript
system
Insti...
Create Submit Accept Deposit Publish Read Use
Pay APC Check compliance Make discoverable
Publisher
manuscript
system
Insti...
Create Submit Accept Deposit Publish Read Use
Pay APC Check compliance Make discoverable
Publisher
manuscript
system
Insti...
Create Submit Accept Deposit Publish Read Use
Pay APC Check compliance Make discoverable
Publisher
manuscript
system
Insti...
Create Submit Accept Deposit Publish Read Use
Pay APC Check compliance Make discoverable
Publisher
manuscript
system
Insti...
Open Access: public and private events
• We are identifying and characterising the
events and associated metadata
• Curren...
Researchers: ORCID
Organisations: (CASRAI OrgID working group)
Funders: FundRef
Publishers: ?
Journals: ISSN
Articles: Cro...
…
Open Access infrastructure sustainability
Knowledge Exchange international programme exploring options:
Phase One: scopi...
…
Open Access infrastructure sustainability
Knowledge Exchange international programme exploring options:
Phase One: scopi...
…
Open Access infrastructure sustainability
Some thoughts from the view of a national infrastructure provider
1. Funders o...
Thank you
Neil Jacobs
Head of Scholarly Communications Support
E n.jacobs@jisc.ac.uk
M 0784 195 1303
Skype neil.jacobs1
Tw...
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Infrastructure requirements for open scholarship – Jisc and CNI conference 10 July 2014

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  • Add Jisc research lifecycle
  • Add Jisc research lifecycle
  • And DataCite
    And RD Dataset registry and discovery – UK Data Discovery
  • And registry of journal data policies
  • And Dryard
  • Infrastructure requirements for open scholarship – Jisc and CNI conference 10 July 2014

    1. 1. Infrastructure requirements for open scholarship 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. Open Access as a policy requirement
    3. 3. Policies OSTP, NIH… EC H2020, ERC… Wellcome, RCUK, HEFCE… G8… [Reviews and revisions likely] [PASTEUR4OA project] Open Access: policy requirements
    4. 4. Open Access: new roles Author Publisher Agent Discovery service University Author University Publisher Intermediary Discovery service University ?? ?? ?? From this… To this?? University Research funder University
    5. 5. Open Access: what do universities need to 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
    6. 6. Open Access: what do authors need to know? How do I pay to publish Gold OA if required? How do I know where I would prefer to publish? How do I know what obligations I have under institutional and funder OA policies? How do I deposit into a repository if required? How do I know whether I have complied with funder policies? Career implications Institutional penalties Funder penalties Otherwise I might have to use my research funds Otherwise my paper might not be eligible for REF Reporting to funders Research assessment
    7. 7. Open Access: public and private events Each stakeholder needs certain information at particular times Some of that information is held by others Some of that information might not be easily shareable: • It might be confidential (private, commercial, etc) • It might be difficult or costly to share • Standards for sharing it might not be established
    8. 8. Research Data Management Events in the lifecycle
    9. 9. Data Management Planning: DMP-Online Journal data policy information service Research data registry and discovery service Dissemination platforms, eg Figshare Curation platforms, eg Arkivum, Dryad, institutional archives, GenBank, etc Identifier services, eg DataCite Research data
    10. 10. Research Data Management: public and private events • Data management plan marks beginning of data life cycle • Collaboration—sharing data with other researchers • Publication—releasing data into the public domain – Potential for cross-disciplinary use – Need for additional metadata
    11. 11. Create Submit Accept Deposit Publish Read Use Pay APC Check compliance Make discoverable Publisher manuscript system Institutional repository / CRIS Subject repository Publications Router Sherpa RoMEO, Juliet, FACT Publisher finance system Institutional finance / CRIS Publisher publication platform Jisc Monitor / SHARE notification (monitoring events) CrossRef OA aggregation OpenDOAR (directory of repositories) DOAJ ORCID OpenAIRE IRUS-UK (usage reports) Funders FundRef ISSN Publisher policies RIOXX Preservation services Discovery services Back to OA Events…
    12. 12. Create Submit Accept Deposit Publish Read Use Pay APC Check compliance Make discoverable Publisher manuscript system Institutional repository / CRIS Subject repository Publications Router Sherpa RoMEO, Juliet, FACT Publisher finance system Institutional finance / CRIS Publisher publication platform Jisc Monitor / SHARE notification (monitoring events) CrossRef OA aggregation OpenDOAR (directory of repositories) DOAJ ORCID OpenAIRE IRUS-UK (usage reports) Funders FundRef ISSN Publisher policies RIOXX Preservation services Discovery services Back to OA Events…
    13. 13. Create Submit Accept Deposit Publish Read Use Pay APC Check compliance Make discoverable Publisher manuscript system Institutional repository / CRIS Subject repository Publications Router Sherpa RoMEO, Juliet, FACT Publisher finance system Institutional finance / CRIS Publisher publication platform Jisc Monitor / SHARE notification (monitoring events) CrossRef OA aggregation OpenDOAR (directory of repositories) DOAJ ORCID OpenAIRE IRUS-UK (usage reports) Funders FundRef ISSN Publisher policies RIOXX Preservation services Discovery services Back to OA Events…
    14. 14. Create Submit Accept Deposit Publish Read Use Pay APC Check compliance Make discoverable Publisher manuscript system Institutional repository / CRIS Subject repository Publications Router Sherpa RoMEO, Juliet, FACT Publisher finance system Institutional finance / CRIS Publisher publication platform Jisc Monitor / SHARE notification (monitoring events) CrossRef OA aggregation OpenDOAR (directory of repositories) DOAJ ORCID OpenAIRE IRUS-UK (usage reports) Funders FundRef ISSN Publisher policies RIOXX Preservation services Discovery services Events…
    15. 15. Create Submit Accept Deposit Publish Read Use Pay APC Check compliance Make discoverable Publisher manuscript system Institutional repository / CRIS Subject repository Publications Router Sherpa RoMEO, Juliet, FACT Publisher finance system Institutional finance / CRIS Publisher publication platform Jisc Monitor / SHARE notification (monitoring events) CrossRef OA aggregation OpenDOAR (directory of repositories) DOAJ ORCID OpenAIRE IRUS-UK (usage reports) Funders FundRef ISSN Publisher policies RIOXX Preservation services Discovery services Events…
    16. 16. Create Submit Accept Deposit Publish Read Use Pay APC Check compliance Make discoverable Publisher manuscript system Institutional repository / CRIS Subject repository Publications Router Sherpa RoMEO, Juliet, FACT Publisher finance system Institutional finance / CRIS Publisher publication platform Jisc Monitor / SHARE notification (monitoring events) CrossRef OA aggregation OpenDOAR (directory of repositories) DOAJ ORCID OpenAIRE IRUS-UK (usage reports) Funders FundRef ISSN Publisher policies RIOXX Preservation services Discovery services Events…
    17. 17. Open Access: public and private events • We are identifying and characterising the events and associated metadata • Current focus is on: – Acceptance – a newly ‘public’ event – APC payment – a new event – Publication – an event with a new importance
    18. 18. Researchers: ORCID Organisations: (CASRAI OrgID working group) Funders: FundRef Publishers: ? Journals: ISSN Articles: CrossRef, NISO OA metadata, NISO/ALPSP versions, V4OA Journal OA policies: Sherpa-RoMEO Funder OA policies: Sherpa-Juliet, ROARMAP, Melibea, PASTEUR4OA Repositories: OpenDOAR, ISSN ROAD? Licences: ONIX-PL, Creative Commons Usage statistics COUNTER, (P)IRUS APCs ????? Research data, software… To come: relationships - • Attribution • Contribution • Affiliation • Citation … Open Access: standards and identifiers Some of these are standards, curated through established standards bodies. But some of these are services, which need ongoing support To what extent can these support an “event- based” approach?
    19. 19. … Open Access infrastructure sustainability Knowledge Exchange international programme exploring options: Phase One: scoping and engagement (Alma Swan, Key Perspectives Ltd) • What are the critical services? • Are they needed for ever or for now? • How “at risk” are they? Phase Two: business models for collective provision of services (Raym Crow, SPARC) • How can collective action be made to support free-to-use services? Phase Three: tools for funders and service providers, and next steps (Alma Swan) • The sustainability index • Engagement with funders, others…
    20. 20. … Open Access infrastructure sustainability Knowledge Exchange international programme exploring options: Phase One: scoping and engagement (Alma Swan, Key Perspectives Ltd) • What are the critical services? • Are they needed for ever or for now? • How “at risk” are they? Phase Two: business models for collective provision of services (Raym Crow, SPARC) • How can collective action be made to support free-to-use services? Phase Three: tools for funders and service providers, and next steps (Alma Swan) • The sustainability index • Engagement with funders, others… OA as a policy requirement…
    21. 21. … Open Access infrastructure sustainability Some thoughts from the view of a national infrastructure provider 1. Funders of research, and of infrastructure, are never global. At best they are regional (eg EC), usually they are national or consortium • But scholarly communications is intrinsically global, and so its services are global (cf CrossRef) 2. Sometimes we don’t know something will become a service until people start using it as one. • There has to be room for innovation, and therefore “graceful failure” • But there has to be somewhere to take global services when it becomes clear they are meeting demand 3. Coordination is difficult for national bodies • Different rules on funding, different funding cycles and instruments, different constituents… 4. Coordination might be easier between services • combining their functionality, to present infrastructure / funders with consolidated offers, based on use cases they care about
    22. 22. 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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