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Jisc Monitor workshop - Jo Lambert and Brian Mitchell - Jisc Digital Festival 2014


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The Jisc APC pilot project aimed to respond to a changing global Open Access (OA) landscape by exploring key issues around the management of article processing charges. By bringing together representatives from academic institutions, publishers, funders and intermediaries, the project explored different approaches to managing Article Processing Charges (APCs) and investigated opportunities for achieving greater efficiencies.

The project indicated that Open Access publishing activity must be considered in its entirety to deliver maximum efficiencies within an institutional context. Following the pilot project, Jisc OA Monitor aims to provide a shared service enabling institutions to collate, analyse and report on all of its Open Access publishing activities and outputs (Green and Gold) both internally and to its funders. The service will offer institutions an insight into their degree of compliance with funder mandates and encourage international co-operation to assist in the development of processes, systems and standards that facilitates the sharing and exchange of relevant information between institutional, publisher and vendor systems.

An overview of Jisc OA Monitor outlining its core components. Community engagement and co-design is a key aspect of Jisc OA Monitor and the workshop will enable participants to contribute ideas to inform development of this new service.

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Jisc Monitor workshop - Jo Lambert and Brian Mitchell - Jisc Digital Festival 2014

  1. 1. Jo Lambert and Brian Mitchell Jisc Monitor Workshop – Jisc Digital Festival
  2. 2. Jisc Digital Festival 2 Workshop aims » Reflections on Jisc APC » Jisc Monitor aims » Workshop activity
  3. 3. 3 Jisc APC Pilot: aims & objectives APCs Systems and processes Information sharing Role of 3rd party provider Sustainability
  4. 4. Jisc Digital Festival 4 Some reflections to date » Compliance and reporting requirements » Workflows and processes still being established » Managing communications » Infrastructures not yet in place » Standards - lack of/not fully adopted
  5. 5. Jisc Digital Festival 5 Reflections on the Jisc APC platform » Level of APCs » Publisher engagement » Financial transactions » Data flow and exchange with other key systems » Value of an intermediary service
  6. 6. Jisc Digital Festival 6 Jisc Monitor context » Reflecting and building on outputs of Jisc APC » HEFCE policy from Jan 2016 is likely to mandate Open Access availability for all journal and conference proceedings submitted to REF 2020 » 1 year project starting April 2014 to scope and explore how a Jisc managed shared service might support institutions in meeting this requirement
  7. 7. Jisc Digital Festival 7 Jisc Monitor outputs › Prototypes mapped to 4 use cases and released as free and open source software by April 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
  8. 8. 11/03/14 Jisc Digital Festival 8 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 Standards development to enable efficient data exchange Monitoring spend on all items Jisc Monitor use cases
  9. 9. 11/03/14 Jisc Digital Festival 9 Jisc Monitor principles » Collaboration is key » User-centred development » Agile approach » Open-source
  10. 10. OA Landscape
  11. 11. Jisc Digital Festival 11 Compliance with funder mandates » Jisc Monitor analyses the publication data to determine whether they are compliant with funders’ mandates
  12. 12. Jisc Digital Festival 12 Understanding what has been published » Jisc Monitor aggregates data from various sources in the form of a database / knowledge base of an institution’s publication activity
  13. 13. Jisc Digital Festival 13 Standards and interoperability » Jisc Monitor connects publisher and institution systems to collate publication data from the point of manuscript submission to acceptance of manuscript and subsequent publication
  14. 14. Jisc Digital Festival 14 Monitoring spend » Jisc Monitor provides data on how much an institution has spent on their OA publications and subscriptions
  15. 15. Jisc Digital Festival 15 Workshop activity » 20 minute group activity » 10 minute feedback » Select a use case and reflect on the following questions: › What are the key challenges for your institution? › How are you addressing those challenges within your institution? › How can Jisc support you in addressing these challenges? (local, national, international).What should our priorities be?